Link customer to loan

Loans and customers are "linked" when they become associated with each other. Note the following when linking customers to loans:

This request is sent through the Loans endpoint. Thus, the Customers object is included in the payload.

Both loans and customers can be created without being associated to each other.

It's possible link multiple customers to a loan in a single request.

Like we've mentioned in other requests, many users tend to want to simultaneously link a customer when they create a new loan within one request. If this is the case, it's necessary to create a new customer first. Here's why:

When a new loan is created and linked to a customer all within the same request, it is sent through the Loans endpoint. Therefore, a valid customer ID is needed since a customer can't be created through the Loans endpoint.

For information on how to simultaneously link a customer while creating a new loan, take a look at our Create New Loan documentation.

And for an example of how linking works within the UI, read our Link a Customer to a Loan article.

Database

For information regarding loans and customers database tables, see the following articles:

Database – Loan Table (loan_entity)

Database – Loan Setup (loan_setup_entity)

Database – Loan Status Entity (loan_status_entity)

Database – Customer Main Table (customer_entity)

{
    "Customers": {
        "results": [
            {
                "__id": 873,
                "__setLoanRole": "loan.customerRole.primary"
            }
        ]
    }
}