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Customviewapiv1

columnConfiguration object

Description for columnConfiguration in CustomViewApiV1

customConfigurationInfo object

Description for customConfigurationInfo in ColumnConfigurationApiV1

creationDatestring

the date on which this configuration was created

dataViewTypestring

the type of entity that will be shown using this view, for example clients, groups etc.

Possible values: [PORTAL_ACCOUNT_TRANSACTION, LOANS_AGING_ANALYSIS, CLOSED_ACCOUNTS, CLIENT_OVERVIEW, ADMIN_CENTRES, USER_NOTIFICATION_MESSAGES, LINE_OF_CREDIT, USER_OVERVIEW, CENTRE_OVERVIEW, REPAYMENT_REPAYMENTS_COLLECTION, GROUP_OVERVIEW, ACTIVITIES_LOOKUP, TRANSACTION, ADMIN_BRANCHES, GROUP, BRANCH_OVERVIEW, NOTIFICATION_MESSAGE, PORTFOLIO_REPORTS, GROUP_NOTIFICATION_MESSAGES, LOAN_ACCOUNT_SECURITIES_OVERVIEW, LINE_OF_CREDIT_OVERVIEW, CURRENCIES, REPAYMENT, TILL_TRANSACTIONS, ALL_TASKS, CENTRE, BRANCH, INDEX_RATES_LIST, USER_TASKS, DOCUMENT_TEMPLATES, SAVINGS_TRANSACTIONS_LOOKUP, LOAN_ACCOUNT_OVERVIEW, DEPOSITS_COLLECTION, USER, ADMIN_USERS, GROUP_TASKS, CLIENT, LOAN_TRANSACTIONS_LOOKUP, LOANS, LOANS_REPAYMENTS_COLLECTION, CLIENT_TASKS, OVERDRAFTS_AGING_ANALYSIS, LOAN_ACCOUNT_FUNDING_OVERVIEW, SAVINGS, SAVINGS_OVERVIEW, JOURNAL_ENTRY, CLIENT_NOTIFICATION_MESSAGES]

encodedKeystring

the automatically generated encoded ID for this item

Example: 8a19b7057471f4af017472dc0fd80472
indexInListnumber

index in list when there is more than one custom view for a given entity type

lastModifiedDatestring

the date on which this custom view was last modified

namestring

the name of this custom view

userKeystring

the encoded key of the user who created this custom view

encodedKeystring

the automatically generated encoded ID for this item

fieldColumns object[]

Description for fieldColumns in ColumnConfigurationApiV1

  • Array [
  • customField object

    Description for customField in FieldColumnApiV1

    amounts object

    used when options available for a custom field definition translate to predefined amounts, for example, when the custom field value is used to generate a score

    property name*number
    builtInCustomFieldIdstring

    if this field is one of the built in custom fiel definitions, this will have a value. These names are reserved and you can not use them for your own custom field definitions

    Possible values: [MOBILE_PHONE, EMAIL_ADDRESS, GENDER, MIDDLE_NAME, HOME_PHONE, BIRTHDATE, LAST_NAME, FIRST_NAME]

    creationDatestring

    the date on which this custom field definition was created

    customFieldProductSettings object[]

    Description for customFieldProductSettings in CustomFieldApiV1

  • Array [
  • customFieldEncodedKeystring

    the key to the parent custom field definition

    encodedKeystring

    the automatically generated encoded ID for this item

    Example: 8a19b7057471f4af017472dc0fd80472
    isDefaultboolean

    whether this field is displayed by default when creating a new record

    isRequiredboolean

    whether this field is required when creating a new record

    linkTypestring

    the type of entity this field represents a link to

    Possible values: [CLIENT_ROLE, CHANNEL, PRODUCT]

    productKeystring

    when the link type is product, this field should contain the encoded key of the linekd product

  • ]
  • customFieldSelectionOptions object[]

    Description for customFieldSelectionOptions in CustomFieldApiV1

  • Array [
  • constraint object

    Description for constraint in CustomFieldSelectionApiV1

    customFieldKeystring

    Description for customFieldKey in CustomFilterConstraintApiV1

    dataFieldTypestring

    Description for dataFieldType in CustomFilterConstraintApiV1

    Possible values: [NATIVE, CUSTOM]

    dataFieldValuestring

    Description for dataFieldValue in CustomFilterConstraintApiV1

    dataItemTypestring

    Description for dataItemType in CustomFilterConstraintApiV1

    Possible values: [WRITTEN_OFF_LOANS, LINE_OF_CREDIT, INVESTOR_FUND, TRANSACTION_DETAILS, DOCUMENT_TEMPLATE, PRODUCT, MCC_EXPIRATION, CENTRE, REPAYMENT_COLLECTION, TASK, OUTSTANDING_PORTFOLIO_AMOUNTS, REVENUE, COMPOSED_TRANSACTIONS, UNION_TRANSACTIONS, PRINCIPAL_PAYMENT_SETTINGS, LOANS, DISBURSEMENT_DETAILS, SAVINGS_TRANSACTION, IDENTIFICATION_DOCUMENT, LOAN_PRODUCT, DISBURSED_LOANS, LOAN_GROUP, TRANSACTION_CHANNEL, CUSTOM_PREDEFINED_FEE, JOURNAL_ENTRY, ATTACHMENT, PREDEFINED_FEE, TRANCHE, TRANSACTION, INDEX_RATE_SOURCE, GROUP_ROLE, LOAN_TRANSACTION, CLIENT_ROLE, GROUP, NOTIFICATION_MESSAGE, OUTSTANDING_PORTFOLIO_ACCOUNTS, REPAYMENT, LOAN_ACCOUNT_GUARANTY, BRANCH, CURRENCY, CARD_TRANSACTION_REVERSAL, INTEREST_PRODUCT_SETTINGS, CREATED_ACCOUNTS, USER, SAVINGS_PRODUCT, CLIENT, PRODUCT_ARREARS_SETTINGS, SAVINGS, EXPENSE, INDEX_RATE, NOTIFICATION_TEMPLATE, CUSTOM_FIELD_SELECTION, ACTIVITY]

    dataTypestring

    Description for dataType in CustomFilterConstraintApiV1

    Possible values: [ENUM, MONEY, NUMBER, DATE_UTC, JAVA_BLOB, OBJECT, BOOLEAN, DATE, PERCENT, BIG_DECIMAL, STRING, KEY, LONG]

    encodedKeystring

    Description for encodedKey in CustomFilterConstraintApiV1

    filterElementstring

    Description for filterElement in CustomFilterConstraintApiV1

    Possible values: [STARTS_WITH_CASE_SENSITIVE, THIS_WEEK, EQUALS, STARTS_WITH, IN, TODAY, THIS_YEAR, BETWEEN, AFTER, LESS_THAN, DIFFERENT_THAN, THIS_MONTH, NOT_EMPTY, BEFORE, EQUALS_CASE_SENSITIVE, LAST_DAYS, MORE_THAN, EMPTY, ON]

    groupNumbernumber

    Description for groupNumber in CustomFilterConstraintApiV1

    indexnumber

    Description for index in CustomFilterConstraintApiV1

    linkingOperatorstring

    Description for linkingOperator in CustomFilterConstraintApiV1

    Possible values: [OR, AND]

    secondValuestring

    Description for secondValue in CustomFilterConstraintApiV1

    valuestring

    Description for value in CustomFilterConstraintApiV1

    encodedKeystring

    the automatically generated encoded ID for this item

    Example: 8a19b7057471f4af017472dc0fd80472
    idstring

    the ID of this selectable item

    scorenumber

    the score assigned to this selection

    valuestring

    display name of this option

  • ]
  • customFieldSet object

    Description for customFieldSet in CustomFieldApiV1

    builtInTypestring

    if this set is part of the set of built-in custom field sets, its type will be shown here

    Possible values: [DETAILS, GENERAL]

    createdDatestring

    the date and time when this custom field set was created

    customFields object[]

    an array of custom field definitions included in this custom field set

  • Array [
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  • encodedKeystring

    the automatically generated encoded ID for this item

    Example: 8a19b7057471f4af017472dc0fd80472
    idstring

    the ID of this custom field set

    indexInListnumber

    for field sets that can be added to an entity more than once, this number represents the index in the list and is used when changing values

    lastModifiedDatestring

    the date on which this custom field set was last modified

    namestring

    the name of this custom field set

    notesstring

    any notes regarding this custom field set

    typestring

    the entity type that this custom field definition is attached to

    Possible values: [USER_INFO, ASSET_INFO, CLIENT_INFO, LINE_OF_CREDIT, GROUP_INFO, TRANSACTION_CHANNEL_INFO, BRANCH_INFO, SAVINGS_ACCOUNT_INFO, LOAN_ACCOUNT_INFO, GUARANTOR_INFO, CENTRE_INFO]

    usagestring

    whether this custom field set can only be used once, or added multiple times to the same entity

    Possible values: [SINGLE, GROUPED]

    dataTypestring

    the type of custom field definition

    Possible values: [GROUP_LINK, DATE, NUMBER, CHECKBOX, CLIENT_LINK, STRING, USER_LINK, SELECTION]

    descriptionstring

    a brief description of this custom field definition

    editRights object

    Description for editRights in CustomFieldApiV1

    encodedKeystring

    the automatically generated encoded ID for this item

    Example: 8a19b7057471f4af017472dc0fd80472
    isAccessibleByAllUsersboolean

    Description for isAccessibleByAllUsers in UsageRightsApiV1

    rolesstring[]

    Description for roles in UsageRightsApiV1

    encodedKeystring

    the automatically generated encoded ID for this item

    Example: 8a19b7057471f4af017472dc0fd80472
    idstring

    the ID for this custom field definition

    indexInListnumber

    Description for indexInList in CustomFieldApiV1

    isDefaultboolean

    whether this field will be included by default on new records

    isRequiredboolean

    whether this field is required when creating a new record

    lastModifiedDatestring

    the date on which this custom field definition was last modified

    namestring

    the name of this custom field definition

    statestring

    whether this field is available for use or has been deactivated

    Possible values: [DEACTIVATED, NORMAL]

    typestring

    the type of data this custom field definition will contain

    Possible values: [USER_INFO, ASSET_INFO, CLIENT_INFO, LINE_OF_CREDIT, GROUP_INFO, TRANSACTION_CHANNEL_INFO, BRANCH_INFO, SAVINGS_ACCOUNT_INFO, LOAN_ACCOUNT_INFO, GUARANTOR_INFO, CENTRE_INFO]

    uniqueboolean

    whether the data in this custom field definition needs to be a unique value

    validationPatternstring

    a user-provided pattern to which data in this custom field definition must conform where @ represents numbers, # represents letters and $ is either a number or letter. Other special characters used as separators are allowed, for example @@-##-$$$

    valueLengthstring

    whether this field needs to support a large number of characters

    Possible values: [SHORT, LONG]

    valuesstring[]

    a list of possible values when the field is a selection field

    viewRights object

    Description for viewRights in CustomFieldApiV1

    encodedKeystring

    the automatically generated encoded ID for this item

    Example: 8a19b7057471f4af017472dc0fd80472
    isAccessibleByAllUsersboolean

    Description for isAccessibleByAllUsers in UsageRightsApiV1

    rolesstring[]

    Description for roles in UsageRightsApiV1

    dataFieldstring

    Description for dataField in FieldColumnApiV1

    dataItemTypestring

    the type of data which is displayed in this column

    Possible values: [WRITTEN_OFF_LOANS, LINE_OF_CREDIT, INVESTOR_FUND, TRANSACTION_DETAILS, DOCUMENT_TEMPLATE, PRODUCT, MCC_EXPIRATION, CENTRE, REPAYMENT_COLLECTION, TASK, OUTSTANDING_PORTFOLIO_AMOUNTS, REVENUE, COMPOSED_TRANSACTIONS, UNION_TRANSACTIONS, PRINCIPAL_PAYMENT_SETTINGS, LOANS, DISBURSEMENT_DETAILS, SAVINGS_TRANSACTION, IDENTIFICATION_DOCUMENT, LOAN_PRODUCT, DISBURSED_LOANS, LOAN_GROUP, TRANSACTION_CHANNEL, CUSTOM_PREDEFINED_FEE, JOURNAL_ENTRY, ATTACHMENT, PREDEFINED_FEE, TRANCHE, TRANSACTION, INDEX_RATE_SOURCE, GROUP_ROLE, LOAN_TRANSACTION, CLIENT_ROLE, GROUP, NOTIFICATION_MESSAGE, OUTSTANDING_PORTFOLIO_ACCOUNTS, REPAYMENT, LOAN_ACCOUNT_GUARANTY, BRANCH, CURRENCY, CARD_TRANSACTION_REVERSAL, INTEREST_PRODUCT_SETTINGS, CREATED_ACCOUNTS, USER, SAVINGS_PRODUCT, CLIENT, PRODUCT_ARREARS_SETTINGS, SAVINGS, EXPENSE, INDEX_RATE, NOTIFICATION_TEMPLATE, CUSTOM_FIELD_SELECTION, ACTIVITY]

    encodedKeystring

    the automatically generated encoded ID for this item

    Example: 8a19b7057471f4af017472dc0fd80472
  • ]
  • includeTimestampboolean

    wether the column should include a timestamp

    includeTotalsboolean

    whether there should be an automatically calucalated sum total for this column

    sortingColumn object

    Description for sortingColumn in ColumnConfigurationApiV1

    customField object

    Description for customField in FieldColumnApiV1

    amounts object

    used when options available for a custom field definition translate to predefined amounts, for example, when the custom field value is used to generate a score

    property name*number
    builtInCustomFieldIdstring

    if this field is one of the built in custom fiel definitions, this will have a value. These names are reserved and you can not use them for your own custom field definitions

    Possible values: [MOBILE_PHONE, EMAIL_ADDRESS, GENDER, MIDDLE_NAME, HOME_PHONE, BIRTHDATE, LAST_NAME, FIRST_NAME]

    creationDatestring

    the date on which this custom field definition was created

    customFieldProductSettings object[]

    Description for customFieldProductSettings in CustomFieldApiV1

  • Array [
  • customFieldEncodedKeystring

    the key to the parent custom field definition

    encodedKeystring

    the automatically generated encoded ID for this item

    Example: 8a19b7057471f4af017472dc0fd80472
    isDefaultboolean

    whether this field is displayed by default when creating a new record

    isRequiredboolean

    whether this field is required when creating a new record

    linkTypestring

    the type of entity this field represents a link to

    Possible values: [CLIENT_ROLE, CHANNEL, PRODUCT]

    productKeystring

    when the link type is product, this field should contain the encoded key of the linekd product

  • ]
  • customFieldSelectionOptions object[]

    Description for customFieldSelectionOptions in CustomFieldApiV1

  • Array [
  • constraint object

    Description for constraint in CustomFieldSelectionApiV1

    customFieldKeystring

    Description for customFieldKey in CustomFilterConstraintApiV1

    dataFieldTypestring

    Description for dataFieldType in CustomFilterConstraintApiV1

    Possible values: [NATIVE, CUSTOM]

    dataFieldValuestring

    Description for dataFieldValue in CustomFilterConstraintApiV1

    dataItemTypestring

    Description for dataItemType in CustomFilterConstraintApiV1

    Possible values: [WRITTEN_OFF_LOANS, LINE_OF_CREDIT, INVESTOR_FUND, TRANSACTION_DETAILS, DOCUMENT_TEMPLATE, PRODUCT, MCC_EXPIRATION, CENTRE, REPAYMENT_COLLECTION, TASK, OUTSTANDING_PORTFOLIO_AMOUNTS, REVENUE, COMPOSED_TRANSACTIONS, UNION_TRANSACTIONS, PRINCIPAL_PAYMENT_SETTINGS, LOANS, DISBURSEMENT_DETAILS, SAVINGS_TRANSACTION, IDENTIFICATION_DOCUMENT, LOAN_PRODUCT, DISBURSED_LOANS, LOAN_GROUP, TRANSACTION_CHANNEL, CUSTOM_PREDEFINED_FEE, JOURNAL_ENTRY, ATTACHMENT, PREDEFINED_FEE, TRANCHE, TRANSACTION, INDEX_RATE_SOURCE, GROUP_ROLE, LOAN_TRANSACTION, CLIENT_ROLE, GROUP, NOTIFICATION_MESSAGE, OUTSTANDING_PORTFOLIO_ACCOUNTS, REPAYMENT, LOAN_ACCOUNT_GUARANTY, BRANCH, CURRENCY, CARD_TRANSACTION_REVERSAL, INTEREST_PRODUCT_SETTINGS, CREATED_ACCOUNTS, USER, SAVINGS_PRODUCT, CLIENT, PRODUCT_ARREARS_SETTINGS, SAVINGS, EXPENSE, INDEX_RATE, NOTIFICATION_TEMPLATE, CUSTOM_FIELD_SELECTION, ACTIVITY]

    dataTypestring

    Description for dataType in CustomFilterConstraintApiV1

    Possible values: [ENUM, MONEY, NUMBER, DATE_UTC, JAVA_BLOB, OBJECT, BOOLEAN, DATE, PERCENT, BIG_DECIMAL, STRING, KEY, LONG]

    encodedKeystring

    Description for encodedKey in CustomFilterConstraintApiV1

    filterElementstring

    Description for filterElement in CustomFilterConstraintApiV1

    Possible values: [STARTS_WITH_CASE_SENSITIVE, THIS_WEEK, EQUALS, STARTS_WITH, IN, TODAY, THIS_YEAR, BETWEEN, AFTER, LESS_THAN, DIFFERENT_THAN, THIS_MONTH, NOT_EMPTY, BEFORE, EQUALS_CASE_SENSITIVE, LAST_DAYS, MORE_THAN, EMPTY, ON]

    groupNumbernumber

    Description for groupNumber in CustomFilterConstraintApiV1

    indexnumber

    Description for index in CustomFilterConstraintApiV1

    linkingOperatorstring

    Description for linkingOperator in CustomFilterConstraintApiV1

    Possible values: [OR, AND]

    secondValuestring

    Description for secondValue in CustomFilterConstraintApiV1

    valuestring

    Description for value in CustomFilterConstraintApiV1

    encodedKeystring

    the automatically generated encoded ID for this item

    Example: 8a19b7057471f4af017472dc0fd80472
    idstring

    the ID of this selectable item

    scorenumber

    the score assigned to this selection

    valuestring

    display name of this option

  • ]
  • customFieldSet object

    Description for customFieldSet in CustomFieldApiV1

    builtInTypestring

    if this set is part of the set of built-in custom field sets, its type will be shown here

    Possible values: [DETAILS, GENERAL]

    createdDatestring

    the date and time when this custom field set was created

    customFields object[]

    an array of custom field definitions included in this custom field set

  • Array [
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  • ]
  • encodedKeystring

    the automatically generated encoded ID for this item

    Example: 8a19b7057471f4af017472dc0fd80472
    idstring

    the ID of this custom field set

    indexInListnumber

    for field sets that can be added to an entity more than once, this number represents the index in the list and is used when changing values

    lastModifiedDatestring

    the date on which this custom field set was last modified

    namestring

    the name of this custom field set

    notesstring

    any notes regarding this custom field set

    typestring

    the entity type that this custom field definition is attached to

    Possible values: [USER_INFO, ASSET_INFO, CLIENT_INFO, LINE_OF_CREDIT, GROUP_INFO, TRANSACTION_CHANNEL_INFO, BRANCH_INFO, SAVINGS_ACCOUNT_INFO, LOAN_ACCOUNT_INFO, GUARANTOR_INFO, CENTRE_INFO]

    usagestring

    whether this custom field set can only be used once, or added multiple times to the same entity

    Possible values: [SINGLE, GROUPED]

    dataTypestring

    the type of custom field definition

    Possible values: [GROUP_LINK, DATE, NUMBER, CHECKBOX, CLIENT_LINK, STRING, USER_LINK, SELECTION]

    descriptionstring

    a brief description of this custom field definition

    editRights object

    Description for editRights in CustomFieldApiV1

    encodedKeystring

    the automatically generated encoded ID for this item

    Example: 8a19b7057471f4af017472dc0fd80472
    isAccessibleByAllUsersboolean

    Description for isAccessibleByAllUsers in UsageRightsApiV1

    rolesstring[]

    Description for roles in UsageRightsApiV1

    encodedKeystring

    the automatically generated encoded ID for this item

    Example: 8a19b7057471f4af017472dc0fd80472
    idstring

    the ID for this custom field definition

    indexInListnumber

    Description for indexInList in CustomFieldApiV1

    isDefaultboolean

    whether this field will be included by default on new records

    isRequiredboolean

    whether this field is required when creating a new record

    lastModifiedDatestring

    the date on which this custom field definition was last modified

    namestring

    the name of this custom field definition

    statestring

    whether this field is available for use or has been deactivated

    Possible values: [DEACTIVATED, NORMAL]

    typestring

    the type of data this custom field definition will contain

    Possible values: [USER_INFO, ASSET_INFO, CLIENT_INFO, LINE_OF_CREDIT, GROUP_INFO, TRANSACTION_CHANNEL_INFO, BRANCH_INFO, SAVINGS_ACCOUNT_INFO, LOAN_ACCOUNT_INFO, GUARANTOR_INFO, CENTRE_INFO]

    uniqueboolean

    whether the data in this custom field definition needs to be a unique value

    validationPatternstring

    a user-provided pattern to which data in this custom field definition must conform where @ represents numbers, # represents letters and $ is either a number or letter. Other special characters used as separators are allowed, for example @@-##-$$$

    valueLengthstring

    whether this field needs to support a large number of characters

    Possible values: [SHORT, LONG]

    valuesstring[]

    a list of possible values when the field is a selection field

    viewRights object

    Description for viewRights in CustomFieldApiV1

    encodedKeystring

    the automatically generated encoded ID for this item

    Example: 8a19b7057471f4af017472dc0fd80472
    isAccessibleByAllUsersboolean

    Description for isAccessibleByAllUsers in UsageRightsApiV1

    rolesstring[]

    Description for roles in UsageRightsApiV1

    dataFieldstring

    Description for dataField in FieldColumnApiV1

    dataItemTypestring

    the type of data which is displayed in this column

    Possible values: [WRITTEN_OFF_LOANS, LINE_OF_CREDIT, INVESTOR_FUND, TRANSACTION_DETAILS, DOCUMENT_TEMPLATE, PRODUCT, MCC_EXPIRATION, CENTRE, REPAYMENT_COLLECTION, TASK, OUTSTANDING_PORTFOLIO_AMOUNTS, REVENUE, COMPOSED_TRANSACTIONS, UNION_TRANSACTIONS, PRINCIPAL_PAYMENT_SETTINGS, LOANS, DISBURSEMENT_DETAILS, SAVINGS_TRANSACTION, IDENTIFICATION_DOCUMENT, LOAN_PRODUCT, DISBURSED_LOANS, LOAN_GROUP, TRANSACTION_CHANNEL, CUSTOM_PREDEFINED_FEE, JOURNAL_ENTRY, ATTACHMENT, PREDEFINED_FEE, TRANCHE, TRANSACTION, INDEX_RATE_SOURCE, GROUP_ROLE, LOAN_TRANSACTION, CLIENT_ROLE, GROUP, NOTIFICATION_MESSAGE, OUTSTANDING_PORTFOLIO_ACCOUNTS, REPAYMENT, LOAN_ACCOUNT_GUARANTY, BRANCH, CURRENCY, CARD_TRANSACTION_REVERSAL, INTEREST_PRODUCT_SETTINGS, CREATED_ACCOUNTS, USER, SAVINGS_PRODUCT, CLIENT, PRODUCT_ARREARS_SETTINGS, SAVINGS, EXPENSE, INDEX_RATE, NOTIFICATION_TEMPLATE, CUSTOM_FIELD_SELECTION, ACTIVITY]

    encodedKeystring

    the automatically generated encoded ID for this item

    Example: 8a19b7057471f4af017472dc0fd80472
    sortingOrderstring

    the default sort order for this column

    Possible values: [ASCENDING, ASCENDING_IGORE_CASE, DESCENDING]

    customConfigurationInfo object

    Description for customConfigurationInfo in CustomViewApiV1

    creationDatestring

    the date on which this configuration was created

    dataViewTypestring

    the type of entity that will be shown using this view, for example clients, groups etc.

    Possible values: [PORTAL_ACCOUNT_TRANSACTION, LOANS_AGING_ANALYSIS, CLOSED_ACCOUNTS, CLIENT_OVERVIEW, ADMIN_CENTRES, USER_NOTIFICATION_MESSAGES, LINE_OF_CREDIT, USER_OVERVIEW, CENTRE_OVERVIEW, REPAYMENT_REPAYMENTS_COLLECTION, GROUP_OVERVIEW, ACTIVITIES_LOOKUP, TRANSACTION, ADMIN_BRANCHES, GROUP, BRANCH_OVERVIEW, NOTIFICATION_MESSAGE, PORTFOLIO_REPORTS, GROUP_NOTIFICATION_MESSAGES, LOAN_ACCOUNT_SECURITIES_OVERVIEW, LINE_OF_CREDIT_OVERVIEW, CURRENCIES, REPAYMENT, TILL_TRANSACTIONS, ALL_TASKS, CENTRE, BRANCH, INDEX_RATES_LIST, USER_TASKS, DOCUMENT_TEMPLATES, SAVINGS_TRANSACTIONS_LOOKUP, LOAN_ACCOUNT_OVERVIEW, DEPOSITS_COLLECTION, USER, ADMIN_USERS, GROUP_TASKS, CLIENT, LOAN_TRANSACTIONS_LOOKUP, LOANS, LOANS_REPAYMENTS_COLLECTION, CLIENT_TASKS, OVERDRAFTS_AGING_ANALYSIS, LOAN_ACCOUNT_FUNDING_OVERVIEW, SAVINGS, SAVINGS_OVERVIEW, JOURNAL_ENTRY, CLIENT_NOTIFICATION_MESSAGES]

    encodedKeystring

    the automatically generated encoded ID for this item

    Example: 8a19b7057471f4af017472dc0fd80472
    indexInListnumber

    index in list when there is more than one custom view for a given entity type

    lastModifiedDatestring

    the date on which this custom view was last modified

    namestring

    the name of this custom view

    userKeystring

    the encoded key of the user who created this custom view

    encodedKeystring

    the automatically generated encoded ID for this item

    Example: 8a19b7057471f4af017472dc0fd80472
    filter object

    Description for filter in CustomViewApiV1

    customConfigurationInfo object

    Description for customConfigurationInfo in CustomViewFilterApiV1

    creationDatestring

    the date on which this configuration was created

    dataViewTypestring

    the type of entity that will be shown using this view, for example clients, groups etc.

    Possible values: [PORTAL_ACCOUNT_TRANSACTION, LOANS_AGING_ANALYSIS, CLOSED_ACCOUNTS, CLIENT_OVERVIEW, ADMIN_CENTRES, USER_NOTIFICATION_MESSAGES, LINE_OF_CREDIT, USER_OVERVIEW, CENTRE_OVERVIEW, REPAYMENT_REPAYMENTS_COLLECTION, GROUP_OVERVIEW, ACTIVITIES_LOOKUP, TRANSACTION, ADMIN_BRANCHES, GROUP, BRANCH_OVERVIEW, NOTIFICATION_MESSAGE, PORTFOLIO_REPORTS, GROUP_NOTIFICATION_MESSAGES, LOAN_ACCOUNT_SECURITIES_OVERVIEW, LINE_OF_CREDIT_OVERVIEW, CURRENCIES, REPAYMENT, TILL_TRANSACTIONS, ALL_TASKS, CENTRE, BRANCH, INDEX_RATES_LIST, USER_TASKS, DOCUMENT_TEMPLATES, SAVINGS_TRANSACTIONS_LOOKUP, LOAN_ACCOUNT_OVERVIEW, DEPOSITS_COLLECTION, USER, ADMIN_USERS, GROUP_TASKS, CLIENT, LOAN_TRANSACTIONS_LOOKUP, LOANS, LOANS_REPAYMENTS_COLLECTION, CLIENT_TASKS, OVERDRAFTS_AGING_ANALYSIS, LOAN_ACCOUNT_FUNDING_OVERVIEW, SAVINGS, SAVINGS_OVERVIEW, JOURNAL_ENTRY, CLIENT_NOTIFICATION_MESSAGES]

    encodedKeystring

    the automatically generated encoded ID for this item

    Example: 8a19b7057471f4af017472dc0fd80472
    indexInListnumber

    index in list when there is more than one custom view for a given entity type

    lastModifiedDatestring

    the date on which this custom view was last modified

    namestring

    the name of this custom view

    userKeystring

    the encoded key of the user who created this custom view

    encodedKeystring

    the automatically generated ID for this item

    filterConstraints object[]

    Description for filterConstraints in CustomViewFilterApiV1

  • Array [
  • customFieldKeystring

    Description for customFieldKey in CustomFilterConstraintApiV1

    dataFieldTypestring

    Description for dataFieldType in CustomFilterConstraintApiV1

    Possible values: [NATIVE, CUSTOM]

    dataFieldValuestring

    Description for dataFieldValue in CustomFilterConstraintApiV1

    dataItemTypestring

    Description for dataItemType in CustomFilterConstraintApiV1

    Possible values: [WRITTEN_OFF_LOANS, LINE_OF_CREDIT, INVESTOR_FUND, TRANSACTION_DETAILS, DOCUMENT_TEMPLATE, PRODUCT, MCC_EXPIRATION, CENTRE, REPAYMENT_COLLECTION, TASK, OUTSTANDING_PORTFOLIO_AMOUNTS, REVENUE, COMPOSED_TRANSACTIONS, UNION_TRANSACTIONS, PRINCIPAL_PAYMENT_SETTINGS, LOANS, DISBURSEMENT_DETAILS, SAVINGS_TRANSACTION, IDENTIFICATION_DOCUMENT, LOAN_PRODUCT, DISBURSED_LOANS, LOAN_GROUP, TRANSACTION_CHANNEL, CUSTOM_PREDEFINED_FEE, JOURNAL_ENTRY, ATTACHMENT, PREDEFINED_FEE, TRANCHE, TRANSACTION, INDEX_RATE_SOURCE, GROUP_ROLE, LOAN_TRANSACTION, CLIENT_ROLE, GROUP, NOTIFICATION_MESSAGE, OUTSTANDING_PORTFOLIO_ACCOUNTS, REPAYMENT, LOAN_ACCOUNT_GUARANTY, BRANCH, CURRENCY, CARD_TRANSACTION_REVERSAL, INTEREST_PRODUCT_SETTINGS, CREATED_ACCOUNTS, USER, SAVINGS_PRODUCT, CLIENT, PRODUCT_ARREARS_SETTINGS, SAVINGS, EXPENSE, INDEX_RATE, NOTIFICATION_TEMPLATE, CUSTOM_FIELD_SELECTION, ACTIVITY]

    dataTypestring

    Description for dataType in CustomFilterConstraintApiV1

    Possible values: [ENUM, MONEY, NUMBER, DATE_UTC, JAVA_BLOB, OBJECT, BOOLEAN, DATE, PERCENT, BIG_DECIMAL, STRING, KEY, LONG]

    encodedKeystring

    Description for encodedKey in CustomFilterConstraintApiV1

    filterElementstring

    Description for filterElement in CustomFilterConstraintApiV1

    Possible values: [STARTS_WITH_CASE_SENSITIVE, THIS_WEEK, EQUALS, STARTS_WITH, IN, TODAY, THIS_YEAR, BETWEEN, AFTER, LESS_THAN, DIFFERENT_THAN, THIS_MONTH, NOT_EMPTY, BEFORE, EQUALS_CASE_SENSITIVE, LAST_DAYS, MORE_THAN, EMPTY, ON]

    groupNumbernumber

    Description for groupNumber in CustomFilterConstraintApiV1

    indexnumber

    Description for index in CustomFilterConstraintApiV1

    linkingOperatorstring

    Description for linkingOperator in CustomFilterConstraintApiV1

    Possible values: [OR, AND]

    secondValuestring

    Description for secondValue in CustomFilterConstraintApiV1

    valuestring

    Description for value in CustomFilterConstraintApiV1

  • ]
  • parentMenuItemKeystring

    the encoded key of the menu that uses this custom view

    viewModestring

    whether this view is a simple list or more detailed table

    Possible values: [DETAIL, LIST]

    viewRights object

    Description for viewRights in CustomViewApiV1

    encodedKeystring

    the automatically generated encoded ID for this item

    Example: 8a19b7057471f4af017472dc0fd80472
    isAccessibleByAllUsersboolean

    Description for isAccessibleByAllUsers in UsageRightsApiV1

    rolesstring[]

    Description for roles in UsageRightsApiV1

    Customviewapiv1
    {
    "columnConfiguration": {
    "customConfigurationInfo": {
    "creationDate": "string",
    "dataViewType": "PORTAL_ACCOUNT_TRANSACTION",
    "encodedKey": "8a19b7057471f4af017472dc0fd80472",
    "indexInList": 0,
    "lastModifiedDate": "string",
    "name": "string",
    "userKey": "string"
    },
    "encodedKey": "string",
    "fieldColumns": [
    {
    "customField": {
    "amounts": {},
    "builtInCustomFieldId": "MOBILE_PHONE",
    "creationDate": "string",
    "customFieldProductSettings": [
    {
    "customFieldEncodedKey": "string",
    "encodedKey": "8a19b7057471f4af017472dc0fd80472",
    "isDefault": true,
    "isRequired": true,
    "linkType": "CLIENT_ROLE",
    "productKey": "string"
    }
    ],
    "customFieldSelectionOptions": [
    {
    "constraint": {
    "customFieldKey": "string",
    "dataFieldType": "NATIVE",
    "dataFieldValue": "string",
    "dataItemType": "WRITTEN_OFF_LOANS",
    "dataType": "ENUM",
    "encodedKey": "string",
    "filterElement": "STARTS_WITH_CASE_SENSITIVE",
    "groupNumber": 0,
    "index": 0,
    "linkingOperator": "OR",
    "secondValue": "string",
    "value": "string"
    },
    "encodedKey": "8a19b7057471f4af017472dc0fd80472",
    "id": "string",
    "score": 0,
    "value": "string"
    }
    ],
    "customFieldSet": {
    "builtInType": "DETAILS",
    "createdDate": "string",
    "customFields": [
    {}
    ],
    "encodedKey": "8a19b7057471f4af017472dc0fd80472",
    "id": "string",
    "indexInList": 0,
    "lastModifiedDate": "string",
    "name": "string",
    "notes": "string",
    "type": "USER_INFO",
    "usage": "SINGLE"
    },
    "dataType": "GROUP_LINK",
    "description": "string",
    "editRights": {
    "encodedKey": "8a19b7057471f4af017472dc0fd80472",
    "isAccessibleByAllUsers": true,
    "roles": [
    "string"
    ]
    },
    "encodedKey": "8a19b7057471f4af017472dc0fd80472",
    "id": "string",
    "indexInList": 0,
    "isDefault": true,
    "isRequired": true,
    "lastModifiedDate": "string",
    "name": "string",
    "state": "DEACTIVATED",
    "type": "USER_INFO",
    "unique": true,
    "validationPattern": "string",
    "valueLength": "SHORT",
    "values": [
    "string"
    ],
    "viewRights": {
    "encodedKey": "8a19b7057471f4af017472dc0fd80472",
    "isAccessibleByAllUsers": true,
    "roles": [
    "string"
    ]
    }
    },
    "dataField": "string",
    "dataItemType": "WRITTEN_OFF_LOANS",
    "encodedKey": "8a19b7057471f4af017472dc0fd80472"
    }
    ],
    "includeTimestamp": true,
    "includeTotals": true,
    "sortingColumn": {
    "customField": {
    "amounts": {},
    "builtInCustomFieldId": "MOBILE_PHONE",
    "creationDate": "string",
    "customFieldProductSettings": [
    {
    "customFieldEncodedKey": "string",
    "encodedKey": "8a19b7057471f4af017472dc0fd80472",
    "isDefault": true,
    "isRequired": true,
    "linkType": "CLIENT_ROLE",
    "productKey": "string"
    }
    ],
    "customFieldSelectionOptions": [
    {
    "constraint": {
    "customFieldKey": "string",
    "dataFieldType": "NATIVE",
    "dataFieldValue": "string",
    "dataItemType": "WRITTEN_OFF_LOANS",
    "dataType": "ENUM",
    "encodedKey": "string",
    "filterElement": "STARTS_WITH_CASE_SENSITIVE",
    "groupNumber": 0,
    "index": 0,
    "linkingOperator": "OR",
    "secondValue": "string",
    "value": "string"
    },
    "encodedKey": "8a19b7057471f4af017472dc0fd80472",
    "id": "string",
    "score": 0,
    "value": "string"
    }
    ],
    "customFieldSet": {
    "builtInType": "DETAILS",
    "createdDate": "string",
    "customFields": [
    {}
    ],
    "encodedKey": "8a19b7057471f4af017472dc0fd80472",
    "id": "string",
    "indexInList": 0,
    "lastModifiedDate": "string",
    "name": "string",
    "notes": "string",
    "type": "USER_INFO",
    "usage": "SINGLE"
    },
    "dataType": "GROUP_LINK",
    "description": "string",
    "editRights": {
    "encodedKey": "8a19b7057471f4af017472dc0fd80472",
    "isAccessibleByAllUsers": true,
    "roles": [
    "string"
    ]
    },
    "encodedKey": "8a19b7057471f4af017472dc0fd80472",
    "id": "string",
    "indexInList": 0,
    "isDefault": true,
    "isRequired": true,
    "lastModifiedDate": "string",
    "name": "string",
    "state": "DEACTIVATED",
    "type": "USER_INFO",
    "unique": true,
    "validationPattern": "string",
    "valueLength": "SHORT",
    "values": [
    "string"
    ],
    "viewRights": {
    "encodedKey": "8a19b7057471f4af017472dc0fd80472",
    "isAccessibleByAllUsers": true,
    "roles": [
    "string"
    ]
    }
    },
    "dataField": "string",
    "dataItemType": "WRITTEN_OFF_LOANS",
    "encodedKey": "8a19b7057471f4af017472dc0fd80472"
    },
    "sortingOrder": "ASCENDING"
    },
    "customConfigurationInfo": {
    "creationDate": "string",
    "dataViewType": "PORTAL_ACCOUNT_TRANSACTION",
    "encodedKey": "8a19b7057471f4af017472dc0fd80472",
    "indexInList": 0,
    "lastModifiedDate": "string",
    "name": "string",
    "userKey": "string"
    },
    "encodedKey": "8a19b7057471f4af017472dc0fd80472",
    "filter": {
    "customConfigurationInfo": {
    "creationDate": "string",
    "dataViewType": "PORTAL_ACCOUNT_TRANSACTION",
    "encodedKey": "8a19b7057471f4af017472dc0fd80472",
    "indexInList": 0,
    "lastModifiedDate": "string",
    "name": "string",
    "userKey": "string"
    },
    "encodedKey": "string",
    "filterConstraints": [
    {
    "customFieldKey": "string",
    "dataFieldType": "NATIVE",
    "dataFieldValue": "string",
    "dataItemType": "WRITTEN_OFF_LOANS",
    "dataType": "ENUM",
    "encodedKey": "string",
    "filterElement": "STARTS_WITH_CASE_SENSITIVE",
    "groupNumber": 0,
    "index": 0,
    "linkingOperator": "OR",
    "secondValue": "string",
    "value": "string"
    }
    ]
    },
    "parentMenuItemKey": "string",
    "viewMode": "DETAIL",
    "viewRights": {
    "encodedKey": "8a19b7057471f4af017472dc0fd80472",
    "isAccessibleByAllUsers": true,
    "roles": [
    "string"
    ]
    }
    }