Add account to portfolio

Portfolios allow lenders to categorize their line of credit accounts. Many lenders use portfolios in tandem with rules to automate categorization:

• A line of credit can be categorized in multiple portfolios at a time.
• Sub-portfolios also exist as a way to allow greater categorization.

For an example of how portfolios work within the UI, take a look at our Line of Credit Settings ↗ article.

Database

For information on Line of Credit database tables, see the following articles:

• Database – Line of Credit Portfolios (line_of_credit__portfolio)
• Database – Line of Credit Account (line_of_credit_entity)
• Database – Line of Credit Settings (line_of_credit_settings_entity)

{
    "Portfolios": {
        "results": [
            {
                "__id": 20
            },
            {
                "__id": 21
            }
        ]
    },
    "SubPortfolios": {
        "results": [
            {
                "__id": 10
            }
        ]
    }
}