Edit agent actions & results

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
}