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 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
| Name | Description | Note |
GeneralGlobal attributes that can be used in all notifications and documents | ||
| CompanyLogo | Returns the absolute URL to the company logo image. This logo can be uploaded using the 'System > Company Settings' page. | |
| CompanyName | Name of the company specified on the 'System > Company Settings' page. | In the Demo version, "YourCompany" is set as the value for this field. |
| CompanyAddress | Company Address, Information from 'System > Company Settings' page. | |
| CompanyCity | Company City, Information from 'System > Company Settings' page. | |
| CompanyCountry | Company Country, Information from 'System > Company Settings' page | |
| CompanyWebsiteUrl | Link to the Company website Information from the 'System > Company Settings' page, field Website | |
| CompanyPhone | Information from 'System > Company Settings' page. same format as for BorrowerPhone | |
| SupportEmail | Email address clients may use to contact the support department. This value can be changed in the company settings. | In the Demo version "support@YourCompany.com" is displayed. |
| CurrentDate | Returns the date when a notification or document was composed | |
| BaseAppPath | Returns the 'base path' part of the application URL. Can be used to create links to various application pages | |
DocumentsInformation about system documents | ||
DocSignatureSentDate | The date when a document has been sent for signing. Used only in document signing notifications | |
| DocSignatureLink | A link to the loan document signature page | |
User AccountGeneral details about the account of the notification recipient (Customer, Investor) | ||
Login | Login (user name) that was selected during the account creation | |
| PasswordResetUrl | URL of the password restoration page (available only in 'Password Reset' notifications) | |
| FullName | Full name of the user | |
| ContactEmail | The contact email address specified by the user. Email notifications are sent to this address. | |
| InitialLoginUrl | The URL used for the initial login of the customers registered from BackOffice | |
InvestorDetails of the investor that receives a notification. Available for notifications that are sent to investors. | ||
InvestorAccountBalance | The current value of the investor's account balance | |
| InvestorAccountChangeAbs | The absolute value of the recent change of the investor's account (deposit or withdrawal). Used only in notifications for investor account modifications | |
InvestmentInformation about a specific investment. Available for notifications that are sent to investors. | ||
| InvestmentCreationDate | Date when the investment was submitted | |
| InvestmentAmount | Amount invested into the loan | |
| InvestmentInterestRate | The rate used to calculate interest return on the investment | |
| InvestmentInterestRateFull | The rate used to calculate interest return on the investment in formatted view, "5% per month" | |
| InvestmentReturnAmount | The total amount of funds repaid for the investment; is used only in 'Investment Return' notifications | |
| InvestmentCancellationReason | Reason for canceling investment | text : If the Loan is restructured "This loan has been restructured" If the Loan is canceled "This loan has been canceled" If the Loan is rejected "This loan has been rejected" |
| InvestmentWithdrawal | Amount to be returned if Investment has been withdrawn before the due date | |
LoanProvides information about a loan. | ||
| LoanId | Unique identifier of the loan that is visible to all users of the system | |
| NewLoanIDRestructured | New Loan ID created by restructuring | Applicable only for Loan Restructured Notifications |
| LoanAmount | Loan amount value. Set by the Borrower or the Originator when a new loan is created | |
| InterestRate | The interest rate for the loan; is set in the given credit product | |
| InterestRateFull | The interest rate in the formatted view: "5% per month" | |
| TotalCommission | The amount of Origination and Administration Fees. This parameter does not take into account special Fees | |
| GracePeriod | The grace period defined in the Credit Product settings | |
| LoanTerm | Loan term. Set by the Borrower or the Originator when a new loan is created | Integer. Returns the numeric value of the loan term. |
| LoanTermFull | Loan term in the formatted view: "12 months" | |
| APR | Annual Percentage Rate | |
| FinanceCharge | The amount the loan costs to the Borrower.
| |
| ContractDate | The date when the contract was signed.
| |
| LastPaymentDate | Loan maturity date (the date when Loan should be fully paid) | |
| NextPaymentDate | Date of the nearest scheduled repayment for the loan In the Loan Agreement, NextPaymentDate is used as the First Payment Date according to the schedule. | If Current Date > LastPaymentDate then NextPaymentDate = Current Date |
| NextPaymentAmount | Amount of the next nearest scheduled repayment for the loan | Sum of Current installment (early payments are not taken into account), Past Due amounts, and Fees. |
| OutstandingBalance | The current outstanding balance of the loan | |
OutstandingPrincipal | Current outstanding Principal of the loan | |
OutstandingInterest | Current outstanding Interest on the loan | |
| Debt | The current past-due debt of the loan Includes the Sum of the unpaid debt of all missed installments Used only in notifications about past-due loans | |
| DueDate | Expected due date of the overdue loan Used only in notifications about overdue loans. | |
| DPD | The number of days past due of the overdue loan Used only in notifications about overdue loans. | |
| PTPPaymentAmount | The Promise to Pay amount provided by the Borrower (entered by the Collector in 'Contact > Promise to Pay > Payment Amount')
| |
| PTPPaymentDate | The Date when the Borrower pledges to make a repayment (entered by the Collector in 'Contact > Promise to Pay > Payment Amount') Used only for 'Promise to pay' notifications | |
| InterestSuppressionEndDate | Interest suppression end date | |
| InterestSuppressionStartDate | Interest suppression start date | |
InterestSuppressionDaysCount | Interest suppression days count | |
| LateGraceDays | Late Grace Days of the relevant credit product | |
| AverageInstallment | Average Installment amount (Sum of all installments according to the initial schedule) / ( number of installments) Past Due, Late Fee values are not included | |
| FirstInstallmentDate | Date of First Installment according to the initial schedule | |
| FirstInstallment | First Installment amount according to the initial schedule | |
SecondInstallment | Second Installment amount according to the initial schedule | UNBC-1041 - Getting issue details... STATUS |
| NumberOfInstallments | Number of Installments in the schedule | |
| PastDueInterest | Past Due Interest Rate of the relevant credit product | |
| PastDueInterestFull | Past Due Interest Rate in formatted view, "5%per month" Applicable only for Credit Products with the basic view | |
| TotalOriginalInterest | Total interest to pay according to Initial schedule | |
| TotalInterest | Total interest to pay | Total interest to pay according to the current schedule. |
| TotalAmountToPay | Total amount to be paid by Customer Sum of Loan Principal and Finance Charges | Loan amount value. Sum of LoanAmount and FinanceCharge |
| TotalFee | Total Loan Fee (Administration and Origination) according to the schedule Special Fees are not included | |
| DisbursementDate | The date when the transaction of Loan Disbursement was done For the Loan Agreement where the loan has not been disbursed - the Current date | |
| LoanBranch | Loan Branch | |
| Schedule | Loan Schedule | See 836730890 |
| LateFees | Late fees Table (LateFees) | See 836730890 |
| RejectionReason | Value is gathered from <Description> values for all rejection reasons of a rejected loan | |
| CancelReason | Cancel Reason Description | |
| CancelComment | Comments from Cancellation Confirmation | |
| LastInstallment | Amount of the last repayment for the loan | |
| DayOfPayment | The day of the month when an installment is to be paid Applicable only for Credit Products with the basic view and Monthly repayment period | A number from 1 to 31. The day of the month in the first Due date. |
| CreditProduct | Credit Product name | |
| LoanCurrentStatus | Loan Status | |
| WrittenOffAmount | Written Off Amount. | |
| OriginationFee | Total Origination Fee according to the schedule Special Fees are not included. Applicable only for Credit Products with the basic view | |
| OriginationFeeFull | Origination Fee Rate in formatted view, "5%" Applicable only for Credit Products with the basic view | If the Credit product contains several such values, OriginationFeeFull returns all values separated by commas |
| AdministrationFee | Total Administration Fee according to the schedule Special Fees are not included Applicable only for Credit Products with the basic view | |
| AdministrationFeeFull | Administration Fee Rate in formatted view: "5%, 30$" Applicable only for Credit Products with the basic view | If the Credit product contains several such values, AdministrationFeeFull returns all values separated by commas |
| LateFeeFull | Late Fee Rate in formatted view, "5%, 10$" Applicable only for Credit Products with the basic view | If the Credit product contains several such values, LateFeeFull returns all values separated by commas |
| NSFFull | NSF Fee Rate in formatted view, "5% per month" Applicable only for Credit Products with the basic view | If the Credit product contains several values of NSFFull returns all values separated by commas |
| TotalLeasingContract | Total accrued fees with Fee type = 'Leasing' on the disbursement state | |
| OutstandingLeasing | Summarized outstanding amount for all fees with Fee type = 'Leasing' | |
| SalesTaxRate | Sales Tax Rate in formatted view, "$30", "5%" | B |
| SalesTax | Full Sales Tax amount expected to be paid during the whole Long Term Value = Loan Amount * Sales Tax Rate or Value = Sum of all Leasing payments for all installments * Sales Tax Rate | B |
| PreApprovalAmount | Sum of all fees with (Event sub-type= 'Pre-approval') | |
| PreApprovalExpirationPeriod | Pre-approval. Expiration period (days) | |
| InitialPaymentExpected | Sum of all unpaid fees with (Event type = 'Initial payment') | |
| InitialPaymentExpiryDate | 'Pre-approval Expiry Date | |
| PurchaseAmount | Purchase amount value. Applicable if only there is a fee with (Fee Type = 'Down payment) | |
| DownPaymentAmount | Sum of all fees with (Fee Type = 'Down payment) | |
| PreDisbursementAmount | Sum of all fees with (Event sub-type = 'Pre-Disbursement') | |
| PreDisbursementExpirationPeriod | Pre-disbursement. Expiration period (days) | |
| InitialPaymentExpected | Sum of all unpaid fees with (Event sub-type = 'Pre-approval') or (Event sub-type = 'Pre-Disbursement') depending on the current loan status | |
| InitialPaymentExpiryDate | 'Pre-approval Expiry Date' or 'Pre-disbursement Expiry Date' depending on the current loan status ('Pre-approval' or 'Pre-disbursement') | |
| Store | Store name | |
| StoreAddress | Store's Address | |
| Vendor | Vendor name | |
| VendorAddress | Vendor's Address | |
| LateFee_Date | Date when the late fees for the current installment will be accrued | Applied only for the Late Fee with the minimum “installment past due” value, and the "Fee value" is the amount. |
LateFee_AbsoluteAmount | The amount will be accrued for the corresponding Late fee date | |
| DisbursementFeeRate | Disbursement Fee Rate in formatted view, "$100", "5%" Applicable only for Credit Products with the basic view | If the Credit product contains several Disbursement Fees, the DisbursementFeeFull merge field returns all values separated by commas |
| RepaymentFeeRate | Repayment Fee Rate in formatted view, "$30", "5%" Applicable only for Credit Products with the basic view | If the Credit product contains several Repayment Fees, the RepaymentFeeFull merge field returns all values separated by commas |
| RepaymentFee | Once repayment is applied, this merge field contains the sum of deducted repayment fees | In there is no Repayment fee for the Credit product, value = $0 |
| RolloverNewDueDate | The nearest due date after the change | |
| RolloverOldDueDate | The nearest due date before the change | |
CurrentInstallment_PreApprovalAmount | Current installment Pre-Approval fee amount | |
InstallmentDebt_Principal | The outstanding principal amount should be repaid in order to close this installment, not the loan in full | |
PayoffFee | Once repayment is applied, this merge field contains the sum of pay-off fees. | |
PenultimateInstallmentDate | Second to last payment date of the loan | |
PrevInstallment_Leasing | Amount applied for Leasing | |
RepaidReason | Repaid reason. | |
TotalFeeType | Total of Fee (Fee type) Applicable only for Credit Products with the Advanced view | |
TotalPastDueType | Total of Past Due Fee Applicable only for Credit Products with the Advanced view | |
TotalPenaltyType | Total of Penalty Fee Applicable only for Credit Products with the Advanced view | |
| Season | Season in which the loan is paid Set by the Borrower or the Originator when a new loan is created | |
| FirstDisbursementAmount | First Funds Tranche
| |
| TotalDisbursedAmount | Sum of all successful disbursement transactions | |
| EqualPayment | Equal payment
| |
| RepaymentPeriod | Repayment period. Credit Product settings | 'Repayment period' from Credit product. Possible values: Monthly, Twice Per Month, Bi-Weekly, Weekly, Daily If the credit product is created in Advance Mode, then the value is an empty string. |
| WeeklyIncome | Weekly receivable forecast |  Only for the 'MCA edition' |
| SpecifiedPercentage | % of weekly Income | Only for the 'MCA edition' |
PaymentsDetails of particular loan repayment. Available in repayment-related notifications. | ||
| PaymentAmount | The payment amount received from the Borrower | |
| RestPaymentAmount | The total unpaid amount for the current installment of the loan | Applicable only for notification: Payment is greater than scheduled |
| PaymentDate | The Date when payment is received | |
| NSFFee | NSF fee amount | |
| DisbursementFee | Once repayment is applied, this merge field contains the sum of deducted disbursement fees | In case Disbursement fee does not exist for the credit product, value = $0 |
| InstallmentDebt_Total | The total amount should be repaid in order to close this installment, not the loan in full | |
| InstallmentDebt_Interest | The outstanding Interest amount should be repaid in order to close this installment, not the loan in full | |
| Installment_ScheduledAmount | Total scheduled amount to be paid by the customer for the current installment | |
| InstallmentDebt_Fees | Outstanding fees amount should be repaid in order to close this installment, not the loan in full | |
| InstallmentDebt_PastDue | Outstanding Past Due amount should be repaid in order to close this installment, not the loan in full | |
| InstallmentDebt_Penalty | The outstanding Penalty amount should be repaid in order to close this installment, not the loan in full | |
| InstallmentDebt_Leasing | The outstanding Leasing amount should be repaid in order to close this installment, not the loan in full | |
| InstallmentDebt_DownPaymentAmount | The outstanding Down Payment amount should be repaid in order to close this installment, not the loan in full | |
| InstallmentDebt_PreApprovalAmount | The outstanding Pre-Approval Fee amount should be repaid in order to close this installment, not the loan in full | |
| InstallmentDebt_PreDisbursementAmount | Outstanding Pre-Disbursement Fee amount should be repaid in order to close this installment, not the loan in full | |
| InstallmentBadDebt_Principal | Not paid principal amount for previous installments | |
| InstallmentBadDebt_Interest | Not paid Interest amount for previous installments | |
| InstallmentBadDebt_Fees | Not paid fees amount for previous installments | |
| InstallmentBadDebt_Penalty | Not paid Penalty amount for previous installments | |
| InstallmentBadDebt_Leasing | Not paid Leasing amount for previous installments | |
| CurrentInstallment_Principal | Current installment principal amount | |
| CurrentInstallment_Interest | Current installment Interest amount | |
| CurrentInstallment_Fees | Current installment fees amount | |
| CurrentInstallment_Penalty | Current installment Penalty amount | |
| CurrentInstallment_Leasing | Current installment Leasing amount | |
| CurrentInstallment_DownPaymentAmount | Current installment Down Payment amount | |
| CurrentInstallment_PreDisbursementAmount | Current installment Pre-Disbursement Fee amount | |
| PrevInstallment_StartDate | The previous installment's Start date. | The 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. |
| PrevInstallment_DueDate | Previous installment due date | For the 1st statement, there is a Disbursement date. |
| PrevInstallment_TotalRepaid | Sum of payment amounts from the previous installments | If the previous installment does not have any transactions, the displayed amount is 0 |
| PrevInstallment_Principal | Amount applied for the principal | |
| PrevInstallment_Interest | Amount applied for the interest | |
| PrevInstallment_Fees | Amount applied for Fees | |
| PrevInstallment_PastDue | Amount applied for Past Due | |
| PrevInstallment_Penalty | Amount applied for Penalty | |
| PrevInstallment_Leasing | Amount applied for Leasing | |
| PrevInstallment_SalesTax | Amount applied for SalesTax | |
| PrevInstallment_DownPaymentAmount | Amount applied for Down Payment | |
| PrevInstallment_PreDisbursementAmount | Amount applied for Pre-Disbursement Fee | |
| PrevInstallment_PreApprovalAmount | Amount applied for Pre-Approval Fee | |
PaymentError | Payment Error | |
| RepaymentMode | Repayment mode of the successfully applied transaction | Transaction → Repayment mode |
| TransactionPrincipalPaid | Part of a successful transaction that was applied to cover Principal | Transaction → Principal paid |
| TransactionInterestPaid | Part of a successful transaction that was applied to cover Interest | Transaction → Interest paid |
| TransactionFeesPaid | Part of a successful transaction that was applied to cover all fees according to the schedule | Transaction → Sum of all paid fees with FeeType = 'Fees' (not Side Fee) |
| TransactionPenaltyPaid | Part of a successful transaction that was applied to cover all penalties according to the schedule | Transaction → Sum of all paid fees with FeeType = 'Penalty' (not Side Fee) |
| TransactionPastDuePaid | Part of a successful transaction that was applied to cover all past-due fees according to the schedule | Transaction → Sum of all paid fees with FeeType = 'PastDue' (not Side Fee) |
| TransactionLeasingPaid | Part of a successful transaction that was applied to cover leasing payments | Transaction → Sum of all paid fees with FeeType = 'Leasing' |
| TransactionFactorRateFeePaid | Part of a successful transaction that was applied to cover factor rate fees payments | Transaction → Sum of all paid fees with FeeType = 'Factor rate' |
| TransactionSpecialFeesPaid | Part of a successful transaction that was applied to cover special fees | Transaction → Sum of all paid Special fees (Accrual mode =' Special') |
DisbursementsProvides information about a transaction disbursement | ||
| DisbursementAmount | The amount that is disbursed to a customer with this transaction | |
| DisbursementTransactionDate | Date of this disbursement transaction | |
Customer Details | ||
| CardHint | Several last digits of the card | Customer Credit Card details |
| ExpirationDate | Card expiration date | Customer Credit Card details |
| BankAccountVerificationSentDate | Date when the Bank Account verification Request was sent to the Borrower | |
| BankAccountVerificationExpiryDate | Date when the Bank Account verification Request will expire | |
| BorrowerAddress_Street | 'Street' part of the borrower's address | For US edition Street Address & Street Address 2 |
| BorrowerAddress_City | The 'City' part of the borrower's address | |
| BorrowerAddress_ZipCode | 'ZipCode' part of the borrower's address | |
| BorrowerAddress_State | 'State' part of the borrower's address | |
BorrowerAddress_StateCode | US state code from the borrower's address | US edition specific |
| BorrowerAddress_Province | 'Province' part of the borrower's address | Canada edition specific |
| BorrowerAddress_Appartment | 'Apartment' part of the borrower's address | |
| BorrowerAddress | The full address of the borrower
| Country Address format |
| BorrowerPhone | The phone number of the Borrower. Field form Application form | Country Phone format |
| BorrowerDateOfBirth | Date of Birth | |
| EnterpriseName | Enterprise Name | for SME edition only |
| EnterpriseTaxNumber | Enterprise Tax Identification Number | for SME edition only |
| RegistrationDate | Registration date | for SME edition only |
| EnterprisePhone | Office phone number | for SME edition only |
| EnterpriseEmail | Company email | for SME edition only |
| EnterpriseEntityType | Entity type | for SME edition only |
| EnterpriseWebsite | Enterprise Website | for SME edition only |
| EnterpriseAddress_Street | 'Street' part of the borrower's address | For US & SME edition Street Address & Street Address 2 |
| EnterpriseAddress_City | The 'City' part of the Enterprise Legal address. | for SME edition only |
| EnterpriseAddress_ZipCode | 'ZipCode' part of the Enterprise Legal address | for SME edition only |
| EnterpriseAddress_State | 'State' part of the Enterprise Legal address | for SME edition only |
| EnterpriseAddress_StateCode | US state code from the Enterprise Legal address | US & SME edition specific |
| EnterpriseAddress_Province | 'Province' part of the Enterprise Legal address | Canada & SME specific |
| EnterpriseAddress_Appartment | 'Apartment part of the Enterprise Legal address | for SME edition only |
| EnterpriseLegalAddress | The full address of the Enterprise Legal Address Information from the Application form | Country-specific address format for SME edition only |
| EnterpriseBusinessAddress | The full address of the Enterprise's Actual business address Information from the Application form | Country-specific address format for SME edition only |
| BorrowerBankName | The Bank of the Borrower Field from the Default payment option | |
| BorrowerBankAccount | The Bank Account of the Borrower Field from the Default payment option | |
| BorrowerBankRoutingNumber | The Bank Routing Number of the Borrower Field from the Default payment option | |
| BorrowerBankAccountType | Type of account (Saving | Checking) | |
| CustomerID | Public customer ID | |
Payment Table (Schedule) | ||
| InstallmentNumber | Number of the Payment (for the Payment Schedule) - the number of each regular payment according to the schedule | |
| DueDate | Payment Due Dates (for the Payment Schedule) - the date of each regular payment according to the schedule. | |
| Total | Total Amount of Each Payment (for the Payment Schedule) - the total amount of each regular payment scheduled to come due under the loan. | |
| Principal | 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 | |
| Interest | 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 | |
| Commission | The amount of Administrative Fee and Origination Fee for the Installment | |
| Balance | Balance of Installment (for the Payment Schedule) | |
| NSF | Total NSF Fee according to the schedule Special Fees are not included Applicable only for Credit Products with the basic view | |
| LateFee | Total Late Fee according to the schedule. Special Fees are not included Applicable only for Credit Products with the basic view | |
| PastDueInterest | Total Past Due Interest according to the schedule Special Fees are not included Applicable only for Credit Products with the basic view | |
| AdministrationFee | Total Administration Fee according to the schedule Special Fees are not included Applicable only for Credit Products with the basic view | |
| OriginationFee | Total Origination Fee according to the schedule Special Fees are not included Applicable only for Credit Products with the basic view | |
| InstallmentCloseDate | The Day of the charge | |
| InstallmentStatus | Status of Installment | |
| Penalty | Total Penalty for the Installment according to the schedule | |
| PastDue | Total Past Due for the Installment according to the schedule | |
| PercentageOfWeeklyIncome | Percentage = 100% * Debit / Weekly Receivable Forecast | Only for the 'MCA edition' |
| WeeklyIncome | Weekly Receivable Forecast | Only for the 'MCA edition' |
Payment Table (Initial Schedule) | ||
| InstallmentNumber | Number of the Payment (for the Payment Schedule) The number of each regular payment according to the schedule | |
| DueDate | Payment Due Dates (for the Payment Schedule) The date of each regular payment according to the schedule | |
| Total | Total Amount of Each Payment (for the Payment Schedule) The total amount of each regular payment as scheduled to come due under the loan | |
| Principal | 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 | |
| Interest | 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 | |
| Commission | The amount of Administrative Fee and Origination Fee for the Installment | |
| Balance | Balance of Installment (for the Payment Schedule) | |
| NSF | Total NSF Fee according to the schedule. Special Fees are not included Applicable only for Credit Products with the basic view | |
| LateFee | Total Late Fee according to the schedule Special Fees are not included Applicable only for Credit Products with the basic view | |
| PastDueInterest | Total Past Due Interest according to the schedule Special Fees are not included. Applicable only for Credit Products with the basic view | |
| AdministrationFee | Total Administration Fee according to the schedule Special Fees are not included Applicable only for Credit Products with the basic view | |
| OriginationFee | Total Origination Fee according to the schedule Special Fees are not included Applicable only for Credit Products with the basic view | |
| InstallmentCloseDate | The Day of the charge | |
| InstallmentStatus | Status of the Installment | |
| PercentageOfWeeklyIncome | Percentage = 100% * Debit / Weekly Receivable Forecast | Only for the 'MCA edition' |
| WeeklyIncome | Weekly Receivable Forecast currency format | Only for the 'MCA edition' |
Late fees Table (LateFees) | ||
| DPD | The Day of the charge (Installment past due) Late Fee Settings from Credit Product | |
| LFAbsolute | Late Fee Settings. Absolute fee set in the given credit product Late Fee Charges need to be indicated in the Loan Agreement | |
| LFPercent | Late Fee Settings Outstanding balance % fee set in the given credit product Late Fee Charges need to be indicated in the Loan Agreement | |
| LFType | Basis debt for calculation of late fee amount | |
Previous Payments Table (PrevPayments) | ||
| PaymentDate | The date of the previous transaction | Disbursement transaction is not included. If the installment does not have any transactions, nothing (-) should be displayed. |
| TransactionStatus | Transaction status. Successful | Failed | in Progress | |
| TransactionType | Transaction type. Cash | Check | Direct bank transfer | Card | |
| PaymentAmount | Transaction Amount. | |
Co-applicant | ||
| CoApplicantFullName | Full name of the Co-applicant | |
| CoApplicantPhone | The phone number of the Co-applicant | |
| CoApplicantAddress | Co-applicant's address | |
| CoApplicantEmail | The Contact E-mail address of the Co-applicant | |
| CoApplicantBorrowerFullName | Full name of the borrower | |
| CoApplicantDateOfBirth | Co-applicant's date of birth | |
| CoApplicantNationalID | Co-applicants national ID depending on the country (SSN, INN, etc.) | |
'Notification recipient' group | ||
| RecipientFullName | The name of the user who is supposed to be receiving the notification | Alias (existing merge field) - FullName |
| RecipientEmail | The email of the user where to notification should be sent to | Alias (existing merge field) - ContactEmail |
| RecipientLogin | The login of the user who is supposed to be receiving the notification | Alias (existing merge field) - Login |
Transactions TableTableatert: Transactions, TableEnd Transactions The table contains all repayment transactions on a loan | ||
| TransactionEffectiveDate | The date when the transaction became binding Usually matches the TransactionCreationDate but can precede it | |
| TransactionCreationDate | The date when the transaction was registered in the system Usually matches the TransactionEffectiveDate but can happen later | |
| TransactionReferenceNumber | Transaction reference # | |
| TransactionStatus | Transaction status. Successful | Failed | In Progress | Reversed | |
| TransactionType | Transaction method. Cash | Check | Direct bank transfer | Card | |
| TransactionRepaymentMode | Transaction Repayment Mode | |
| TransactionAmount | Transaction Amount | |
| TransactionPrincipalPaid | The Principal amount covered by this transaction | |
| TransactionInterestPaid | Interest amount covered by this transaction | |
| TransactionFeesPaid | Sum of all fees amount (including initial fees) covered by this transaction | |