Add/Remove Loan Portfolio

General

Portfolios allow lenders to categorize their loans. Many lenders use portfolios in tandem with rules to automate loan categorization. Here's what you need to know about this request:

• A loan can be categorized in multiple portfolios at a time.
• Sub-portfolios also exist as a way to allow greater categorization.
• This request uses __metadata information in the payload. Pay close attention to how the values are formatted.

For an example of how portfolios work within the UI, take a look at our Portfolios article on our help site.

Database

For information on portfolio database tables, see the following articles:

• Database – Portfolio entity (portfolio_entity)
• Database – Portfolio Category Entity (portfolio_category_entity)

{
    "Portfolios": {
        "results": [
            {
                "__metadata": {
                    "uri": "/api/1/odata.svc/Portfolios(id=20)",
                    "type": "Entity.Portfolio"
                }
            }
        ]
    },
    "SubPortfolios": {
        "results": [
            {
                "__metadata": {
                    "uri": "/api/1/odata.svc/Portfolios(id=10)",
                    "type": "Entity.SubPortfolio"
                }
            }
        ]
    }
}

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Try It Instructions

Our requests often provide sample payload information so that you can receive a 200 response from simply hitting the Try It button. This request is ready for you—expand the object by clicking the "+" symbol and hit Try It to send the request.

If you would like to try this request with your own tenant account, make sure to change the headers to match your own authentication information.