| Info |
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Merge Fields and their descriptions are directly available to back-office users editing the templates. |
| Info |
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The list of Merge Fields in this article can be amended on custom projects. New Merge Fields can be added to accommodate the specific needs of the lending company. |
| Table of Contents |
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Merge Fields and their descriptions are directly available to back-office users editing the templates.
The list of Merge Fields in this article can be amended on custom projects. New Merge Fields can be added to accommodate the specific needs of the lending company.
Merge fields
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General
Global attributes that can be used in all notifications and documents
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Company Address, Information from 'System > Company Settings' page.
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Link to the Company website
Information from 'System > Company Settings' page, field Website
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Documents
Information about system documents
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DocSignatureSentDate
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User Account
General details about the account of the notification recipient (Customer, Investor)
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Login
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Investor
Details of the investor that receives a notification. Available for notifications that are sent to investors.
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InvestorAccountBalance
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Investment
Information about a specific investment. Available for notifications that are sent to investors.
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text :
If Loan restructured
"This loan has been restructured"
If Loan canceled
"This loan has been canceled"
If Loan rejected
"This loan has been rejected"
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Loan
Provides information about a loan.
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GracePeriod
Credit Product settings
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Integer.Returns the numeric value of loan term.
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The date when the contract was signed.
If Loan agreement e-signing is enabled, the date when Customer signed Loan agreement.
If e-signing is disabled, the date when Loan status changed to Approved.
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Date of the nearest scheduled repayment for the loan.
In Loan Agreement NextPaymentDate is applicable as First Payment Date according to schedule.
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Amount of the next nearest scheduled repayment for the loan.
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OutstandingPrincipal
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OutstandingInterest
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Current past due debt of the loan. It includes Sum of unpaid dept of all missed installments.
Used only in notifications about past due loans.
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InterestSuppressionDaysCount
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Average Installment amount.
(Sum of all installments according to the initial schedule) / ( number of installments).
Past Due, Late Fee values are not included
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Date of First Installment according to the initial schedule
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First Installment amount according to the initial schedule
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Number of Installments in the schedule.
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The date when the transaction of Loan Disbursement was done.
For Loan Agreement, when loan has not been disbursed, the Current date.
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Loan Branch
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LateFee_AbsoluteAmount
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CurrentInstallment_PreApprovalAmount
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Current installment Pre-Approval fee amount
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InstallmentDebt_Principal
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Outstanding principal amount should be repaid in order to close this installment, not the loan in full
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PayoffFee
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Once repayment is applied, this merge field contains the sum of pay off fees.
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PenultimateInstallmentDate
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Second to last payment date of the loan
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PrevInstallment_Leasing
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Amount applied for Leasing
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RepaidReason
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Repaid reason.
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TotalFeeType
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Total of Fee (Fee type). Applicable only for Credit Product with the Advanced view.
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TotalPastDueType
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Total of Past Due Fee. Applicable only for Credit Product with the Advanced view.
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TotalPenaltyType
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Total of Penalty Fee. Applicable only for Credit Product with the Advanced view.
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Payments
Details of particular loan repayment. Available in repayment-related notifications.
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Applicable only for notification:
Payment is greater than scheduled
Full Payment
Partial Payment
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Start day is the day next to the due date of the previous installment.
For the 1st statement, there is a Loan creation date.
for example, if the due date is the 1st of each month, the Start day is 2d day of each month.
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PaymentError
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Payment Error
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Disbursements
Provides information about a disbursement transaction
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Customer Details
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'Street' part of the borrower's address
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For US edition
Street Address & Street Address
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BorrowerAddress_StateCode
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For US & SME edition
Street Address & Street Address
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US & SME edition specific
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Canada & SME specific
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Country specific address format
for SME edition only
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Country specific address format
for SME edition only
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Number of Payment (for the Payment Schedule)
The number of each regular payment according to the schedule
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Payment Due Dates (for the Payment Schedule)
The date of each regular payment according to the schedule.
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Total Amount of Each Payment (for the Payment Schedule)
The total amount of each regular payment scheduled to come due under the loan.
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Amount of Each Payment that is Applied to the Outstanding Principal Amount (for the Payment Schedule)
The Principal portion of each regular payment scheduled to come due under the loan.
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Amount of Each Payment that is Applied to Interest (for the Payment Schedule)
The Interest portion of each regular payment scheduled to come due under the loan.
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The amount of Administrative Fee and Origination Fee for the Installment
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Payment Table (Initial Schedule)
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Number of Payment (for the Payment Schedule)
The number of each regular payment according to the schedule
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Payment Due Dates (for the Payment Schedule)
The date of each regular payment according to the schedule.
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Total Amount of Each Payment (for the Payment Schedule)
The total amount of each regular payment scheduled to come due under the loan.
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Amount of Each Payment that is Applied to the Outstanding Principal Amount (for the Payment Schedule)
The Principal portion of each regular payment scheduled to come due under the loan.
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Amount of Each Payment that is Applied to Interest (for the Payment Schedule)
The Interest portion of each regular payment scheduled to come due under the loan.
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The Day of the charge (Installment past due). Late Fee Settings from Credit Product
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Late Fee Settings. Absolute fee set in the given credit product.
Late Fee Charges need to be indicated in the Loan Agreement.
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Late Fee Settings. Outst. balance % fee set in the given credit product.
Late Fee Charges need to be indicated in the Loan Agreement.
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Basis debt for calculation of late fee amount.
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Previous Payments Table (PrevPayments)
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Disbursement transaction is not included.
If the installment does not have any transactions, nothing (-) should be displayed.
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Co-applicant
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Notification recipient
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Table creation
To create a table in Loan Agreement the commands need to be used:
in the table begin - «TableStart:Tablename»
in the table end - «TableEnd:Tablename».
Where TableStart, TableEnd - commands, Table name - merge filed in format Table. Examples are presented in Table 2 and Table 3.
Table 2. Schedule table example
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«TableStart:Schedule»«InstallmentNumber»
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«DueDate»
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«Total»
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«Principal»
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«Interest»
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«Commission»
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«Balance»«TableEnd:Schedule»
Table 2. Late Fee table example
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Installment past due (days)
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Absolute fee
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% fee
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Past Due Interest Type
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«TableStart:LateFees»«DPD»
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«LFAbsolute»
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«LFPercent»
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