Edit agent actions & results

This request allows you to edit the Actions and Results on a loan.

   Click here to learn more about this request

Actions and Results are used by lenders to track the effectiveness of servicing operations and standardize practices for their personnel. Note the following when using this request:

This request edits an agent action, result, and note associated with a loan.

There are three different IDs needed for this request: an agent actions and results note ID, loan ID, and agent actions and results selection ID. Of those three, the last one is the most difficult to acquire. Here's a guide that explains how to find the ID.

This request does not update the loan's follow-up date. When you add or update agent actions and results within the UI, the system actually sends two requests: one for the action and result and one to update the follow-up date. This page—or any REST client—won't send two requests at the same time, so it's necessary to send a separate request to update the follow-up date by using the PUT update loan settings request.

Database

For information on agent actions database tables, see the following articles:

Database – Action Entity (action_entity)

Database – Action & Result Selection (action_result_selection_entity)

Database – Action & Result Note (action_result_note_entity)

Database – Action Notes Relationship Table (action__notes)

Database – Action and Results Mapping Table (action__result)

{
    "ActionResultSelectionItems": {
        "results": [
            {
                "__id": 65,
                "__destroy": true
            },
            {
                "Action": {
                    "__id": 10
                },
                "Result": {
                    "__id": 5
                }
            }
        ]
    },
    "loanId": 9114,
    "note": "<p>This note was edited via the API! &lt;3</p>",
    "__update": true,
    "__id": 74
}
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