Skip to main content

Predefinedfeeamountapiv1

amortizedAmounts object[]

Description for amortizedAmounts in PredefinedFeeAmountApiV1

  • Array [
  • amountnumber

    the amount to be amortized

    branchKeystring

    the encoded key of the branch owning the amount

    centreKeystring

    the encoded key of the centre owning the amount

    creationDatestring

    the date on which the amortization amount was created

    encodedKeystring

    the automatically generated encoded ID for this item

    entryDatestring

    the date when this amount was recognised as amortized (in organization time)

    reversalAmountKeystring

    if the amount was reversed, this field will contain the encoded key of the reversal record

    taxAmountnumber

    the amount of tax included in the amortized amount

    typestring

    the type of entry represented by this object

    Possible values: [AMORTIZATION_ADJUSTMENT, AMORTIZATION_CORRECTION, AMORTIZATION]

  • ]
  • amountnumber

    Description for amount in PredefinedFeeAmountApiV1

    encodedKeystring

    the automatically generated encoded ID for this item

    Example: 8a19b7057471f4af017472dc0fd80472
    fee object

    Description for fee in PredefinedFeeAmountApiV1

    activeboolean

    Description for active in PredefinedFeeApiV1

    amortizationIntervalSettings object

    Description for amortizationIntervalSettings in PredefinedFeeApiV1

    encodedKeystring

    the automatically generated encoded ID for this item

    Example: 8a19b7057471f4af017472dc0fd80472
    frequencystring

    Description for frequency in PeriodIntervalSettingsApiV1

    Possible values: [ACCOUNT_INSTALLMENTS_DUE_DATES_DAILY_BOOKING, ACCOUNT_INSTALLMENTS_DUE_DATES, CUSTOM_INTERVAL]

    intervalCountnumber

    Description for intervalCount in PeriodIntervalSettingsApiV1

    intervalTypestring

    Description for intervalType in PeriodIntervalSettingsApiV1

    Possible values: [FULL_TERM, PREDEFINED_INTERVALS]

    periodCountnumber

    Description for periodCount in PeriodIntervalSettingsApiV1

    periodUnitstring

    Description for periodUnit in PeriodIntervalSettingsApiV1

    Possible values: [MONTHS, YEARS, WEEKS, DAYS]

    amortizationProfilestring

    Description for amortizationProfile in PredefinedFeeApiV1

    Possible values: [STRAIGHT_LINE, SUM_OF_YEARS_DIGITS, EFFECTIVE_INTEREST_RATE, NONE]

    amountnumber

    Description for amount in PredefinedFeeApiV1

    amountCalculationMethodstring

    Description for amountCalculationMethod in PredefinedFeeApiV1

    Possible values: [LOAN_AMOUNT_PERCENTAGE, LOAN_AMOUNT_PERCENTAGE_NUMBER_OF_INSTALLMENTS, REPAYMENT_PRINCIPAL_AMOUNT_PERCENTAGE, FLAT_NUMBER_OF_INSTALLMENTS, FLAT]

    applyDateMethodstring

    Description for applyDateMethod in PredefinedFeeApiV1

    Possible values: [MONTHLY_FROM_ACTIVATION, FIRST_OF_EVERY_MONTH]

    creationDatestring

    the date and time when this fee was created

    encodedKeystring

    the automatically generated encoded ID for this item

    Example: 8a19b7057471f4af017472dc0fd80472
    feeAmortizationUponRescheduleOptionstring

    Description for feeAmortizationUponRescheduleOption in PredefinedFeeApiV1

    Possible values: [CONTINUE_AMORTIZATION_ON_THE_RESCHEDULED_REFINANCED_ACCOUNT, END_AMORTIZATION_ON_THE_ORIGINAL_ACCOUNT]

    feeApplicationstring

    Description for feeApplication in PredefinedFeeApiV1

    Possible values: [OPTIONAL, REQUIRED]

    feeProductRules object[]

    Description for feeProductRules in PredefinedFeeApiV1

  • Array [
  • account object

    Description for account in GLAccountingRuleApiV1

    activatedboolean

    whether this general ledger account is in use

    allowManualJournalEntriesboolean

    whether manual entries are allowed for this general ledger account

    balancenumber

    the current balance of this general ledger account

    creationDatestring<date-time>

    the date on which this general ledger account was created

    currency object

    Description for currency in GLAccountApiV1

    codestring

    the three letter ISO code for this currency

    creationDatestring

    the date on which this currency was created

    currencySymbolPositionstring

    indicates where the currency symbol should appear in relation to the numeric value

    Possible values: [AFTER_NUMBER, BEFORE_NUMBER]

    digitsAfterDecimalnumber

    indicates how many decimal places are allowed for this currency. For example, a currenncy with 100 minor units to 1 major unit, there will be 2 decimal places.

    isBaseCurrencyboolean

    whether this currency is the base currency for your banking institution

    lastModifiedDatestring

    the date on which this currency was last modified

    namestring

    the name of this currency

    symbolstring

    the currency symnbol used for this currency

    descriptionstring

    an optional description for this general ledger account

    encodedKeystring

    the encoded key of this general ledger account

    glCodestring

    the numeric code for this general ledger account

    lastModifiedDatestring<date-time>

    the date on which this general ledger account was last modified

    migrationEvent object

    Description for migrationEvent in GLAccountApiV1

    creationDatestring<date-time>

    the date on which the data import was made

    encodedKeystring

    the encoded key of this data migration event

    numCentresImportednumber

    the number of centres which were imported during the data migration

    numClientsImportednumber

    the number of clients which were imported as part of the data migration

    numGLAccountsImportednumber

    the number of general ledger accounts which were imported as part of the data migration

    numGroupsImportednumber

    the number of groups which were imported as part of the data migration

    numLoanRepaymentsImportednumber

    the number of loan repayment transations which were imported as part of the data migration

    numLoanTransactionsImportednumber

    the number of loan transactions which were imported as part of the data migration

    numLoansImportednumber

    the number of loan accounts which were imported as part of the data migration

    numSavingsImportednumber

    the number of savings accounts which were imported as part of the data migration

    statestring

    whether the data import was accepted, is still in a draft state, or was rejected and all data reverted

    Possible values: [REVERTED, DRAFT, APPROVED]

    typestring

    the type of migration event

    Possible values: [IMPORT, EXPORT]

    namestring

    the name of this general ledger account

    stripTrailingZerosboolean

    controls how this account is organized into header accounts when there are trailing zeroes, for example, for the account code 1100, if this field is set to true, only the first two numbers will be recognised

    typestring

    the type of general ledger account

    Possible values: [INCOME, EXPENSE, LIABILITY, ASSET, EQUITY]

    usagestring

    whether this general ledger account is a DETAIL account, in which case it will have a value, or a HEADER account, in which case its value will be calculated based on the sum of detail accounts under it.

    Possible values: [HEADER, DETAIL]

    encodedKeystring

    the automatically generated encoded ID for this item

    Example: 8a19b7057471f4af017472dc0fd80472
    financialResourcestring

    the type of transaction governed by this rule

    Possible values: [FEE_RECEIVABLE, OVERDRAFT_INTEREST_INCOME, OVERDRAFT_INTEREST_RECEIVABLE, FEE_INCOME, INTEREST_PAYABLE, INTEREST_EXPENSE, PENALTY_RECEIVABLE, INTEREST_INCOME, DEFERRED_TAXES, DEFERRED_FEE_INCOME, PORTFOLIO_CONTROL, DEFERRED_INTERESTS_INCOME, OVERDRAFT_WRITE_OFF_EXPENSE, PENALTY_INCOME, OVERDRAFT_PORTFOLIO_CONTROL, SAVINGS_CONTROL, TAXES_RECEIVABLE, INTEREST_RECEIVABLE, INTER_BRANCH_TRANSFER, FUND_SOURCE, WRITE_OFF_EXPENSE, DEPOSIT_REFERENCE, TAXES_PAYABLE]

    indexnumber

    the index in list when there are multiple rules for the same type of transaction

    predefinedFeeKeystring

    the encoded key of the predefined key this rule relates to

    productKeystring

    the encoded key of the product this rule relates to

    productTypestring

    the type of account this rule relates to

    Possible values: [LOAN, SAVINGS]

    transactionChannelKeystring

    the encoded key of the transaction channel that this rule relates to

  • ]
  • namestring

    Description for name in PredefinedFeeApiV1

    percentageAmountnumber

    Description for percentageAmount in PredefinedFeeApiV1

    triggerstring

    Description for trigger in PredefinedFeeApiV1

    Possible values: [DISBURSEMENT, ARBITRARY, CAPITALIZED_DISBURSEMENT, MONTHLY_FEE, UPFRONT_DISBURSEMENT, LATE_REPAYMENT, MANUAL, PAYMENT_DUE, PAYMENT_DUE_APPLIED_ON_DUE_DATES]

    taxAmountnumber

    Description for taxAmount in PredefinedFeeAmountApiV1

    transactionIdnumber

    Description for transactionId in PredefinedFeeAmountApiV1

    Predefinedfeeamountapiv1
    {
    "amortizedAmounts": [
    {
    "amount": 0,
    "branchKey": "string",
    "centreKey": "string",
    "creationDate": "string",
    "encodedKey": "string",
    "entryDate": "string",
    "reversalAmountKey": "string",
    "taxAmount": 0,
    "type": "AMORTIZATION_ADJUSTMENT"
    }
    ],
    "amount": 0,
    "encodedKey": "8a19b7057471f4af017472dc0fd80472",
    "fee": {
    "active": true,
    "amortizationIntervalSettings": {
    "encodedKey": "8a19b7057471f4af017472dc0fd80472",
    "frequency": "ACCOUNT_INSTALLMENTS_DUE_DATES_DAILY_BOOKING",
    "intervalCount": 0,
    "intervalType": "FULL_TERM",
    "periodCount": 0,
    "periodUnit": "MONTHS"
    },
    "amortizationProfile": "STRAIGHT_LINE",
    "amount": 0,
    "amountCalculationMethod": "LOAN_AMOUNT_PERCENTAGE",
    "applyDateMethod": "MONTHLY_FROM_ACTIVATION",
    "creationDate": "string",
    "encodedKey": "8a19b7057471f4af017472dc0fd80472",
    "feeAmortizationUponRescheduleOption": "CONTINUE_AMORTIZATION_ON_THE_RESCHEDULED_REFINANCED_ACCOUNT",
    "feeApplication": "OPTIONAL",
    "feeProductRules": [
    {
    "account": {
    "activated": true,
    "allowManualJournalEntries": true,
    "balance": 0,
    "creationDate": "2024-07-29T15:51:28.071Z",
    "currency": {
    "code": "string",
    "creationDate": "string",
    "currencySymbolPosition": "AFTER_NUMBER",
    "digitsAfterDecimal": 0,
    "isBaseCurrency": true,
    "lastModifiedDate": "string",
    "name": "string",
    "symbol": "string"
    },
    "description": "string",
    "encodedKey": "string",
    "glCode": "string",
    "lastModifiedDate": "2024-07-29T15:51:28.071Z",
    "migrationEvent": {
    "creationDate": "2024-07-29T15:51:28.071Z",
    "encodedKey": "string",
    "numCentresImported": 0,
    "numClientsImported": 0,
    "numGLAccountsImported": 0,
    "numGroupsImported": 0,
    "numLoanRepaymentsImported": 0,
    "numLoanTransactionsImported": 0,
    "numLoansImported": 0,
    "numSavingsImported": 0,
    "state": "REVERTED",
    "type": "IMPORT"
    },
    "name": "string",
    "stripTrailingZeros": true,
    "type": "INCOME",
    "usage": "HEADER"
    },
    "encodedKey": "8a19b7057471f4af017472dc0fd80472",
    "financialResource": "FEE_RECEIVABLE",
    "index": 0,
    "predefinedFeeKey": "string",
    "productKey": "string",
    "productType": "LOAN",
    "transactionChannelKey": "string"
    }
    ],
    "name": "string",
    "percentageAmount": 0,
    "trigger": "DISBURSEMENT"
    },
    "taxAmount": 0,
    "transactionId": 0
    }