post https://loanpro.simnang.com/api/public/api/1/Customers/Autopal.Search()
This request searches for customers that match specified criteria.
Click here to learn more about this request
LoanPro is transitioning from Elasticsearch to OpenSearch.
For more information, including timelines and a guide for ensuring your integrations continue to work as intended, see OpenSearch Migration ↗
Searching for Customer Profiles
Search queries can be used to locate customer information that match specific criteria:
- This request uses Elasticsearch to filter results and returns only the customers who match the search criteria.
- The search example we've set up here returns a specific customer, but searches can be much more broad.
- Many users search and filter customers by Social Security Number. Do so by using the
ssnfield which is nested within theCustomerentity.
For more information on Elasticsearch and searching in general, take a look at our API – Searching Customers and Elasticsearch Customer Mappings articles.
For an example of how searching works within the UI, take a look at our Customer Manager article.
Database
For information regarding Customer database tables, see the following articles:
- Database – Customer Main Table (customer_entity)
- Database – Customer Status Entity (customer_status_entity)
{
"query": {
"bool": {
"must": {
"match": {
"firstName": "API"
}
},
"filter": {
"range": {
"birthDate": {
"gte": "1961-11-01",
"lte": "1961-11-30"
}
}
}
}
}
}
{
"query":{
"bool":{
"must":[
{
"bool":{
"should":[
{
"query_string":{
"fields":[
"ssn"
],
"query": "151651566"
}
}
]
}
}
]
}
}
}