Canopy Account External Fields API
External fields that are created for an Account. These fields are used to store additional information about an account that is not part of the core product data.
External fields that are created for an Account. These fields are used to store additional information about an account that is not part of the core product data.
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openapi: 3.2.0
info:
title: Canopy Servicing Core Account External Fields API
description: 'Canopy allows you to easily manage credit, installment, or other more complex lending programs from a servicing and compliance perspective -
whether newly launched or migrated from existing systems. using canopy, you can track balances and transactions for each customer of your product, both in real-time and historically.
You can see how various policy and product changes would impact your customers, and readily generate compliance reports and minimize your risk with all real-time information always on hand.
Canopy additionally surfaces information around all of your lending activity through its intuitive ui which provides a customer support interface as well as at-a-glance data needed for compliance and insights.
Simply configure your product`s policies through our create product api endpoint, and then you can immediately begin adding customer accounts and relying on canopy for accurate servicing information.'
contact:
name: Canopy Support
url: https://www.canopyservicing.com/contact
email: support@canopyservicing.com
version: 1.0.0
servers:
- url: Contact sales to enable your sandbox
description: Your private sandbox environment
- url: https://demo-api.us.canopyservicing.com
description: Demo environment
tags:
- name: Account External Fields
description: External fields that are created for an Account. These fields are used to store additional information about an account that is not part of the core product data.
paths:
/core/v1/accounts/{account_id}/external_fields:
put:
tags:
- Account External Fields
summary: Update external fields for an account
description: 'Edit account''s external fields
The body of your request should be in the same format used to provide key value pairs when adding external fields when creating an account.
[{''key'': ''key 1'', ''value'': ''value 1''}, {''key'': ''key 2'', ''value'': ''value 2''}]
There are a few important aspects to note:
1. The data that is sent in the body of the request will fully override any values that were previously assigned to the account''s external fields. If you are intending to only update a single key value, we recommend doing a GET /account call first to retrieve the previous values, updating the relevant portion, and then providing that as your body for the request.
2. The endpoint will accept any valid JSON object, however, if the key/value structure above is not used, you risk breaking your CanopyOS view for the given account.
3. Changes to the external fields on an account do not trigger the account_update webhook.'
operationId: AccountExternalFieldsCBV_put_account_external_fields_core_v1_accounts__account_id__external_fields_put
security:
- HTTPBearer: []
parameters:
- name: account_id
in: path
required: true
schema:
type: string
title: Account Id
requestBody:
required: true
content:
application/json:
schema:
$ref: '#/components/schemas/ExternalFieldsRequestSchema'
description: External fields to add to the account
responses:
'200':
description: The external fields for the account
content:
application/json:
schema:
$ref: '#/components/schemas/ExternalFieldsResponseSchema'
'400':
description: Your request is invalid.
content:
application/json:
schema:
$ref: '#/components/schemas/ErrBadRequestSchema'
'404':
description: Entity not found.
content:
application/json:
schema:
$ref: '#/components/schemas/ErrNotFoundSchema'
'422':
description: Your request failed validation.
content:
application/json:
schema:
$ref: '#/components/schemas/ErrValidationErrorSchema'
'500':
description: A server error has occurred.
content:
application/json:
schema:
$ref: '#/components/schemas/ErrServerErrorSchema'
components:
schemas:
ErrBadRequestSchema:
properties:
message:
type: string
title: Message
description: The error message
examples:
- Your request is invalid.
type: object
required:
- message
title: ErrBadRequestSchema
ErrValidationErrorSchema:
properties:
message:
type: string
title: Message
description: The error message
examples:
- Your request failed validation.
type: object
required:
- message
title: ErrValidationErrorSchema
ErrNotFoundSchema:
properties:
message:
type: string
title: Message
description: The error message
examples:
- Entity not found.
type: object
required:
- message
title: ErrNotFoundSchema
ExternalFieldsResponseSchema:
properties:
external_fields:
anyOf:
- additionalProperties: true
type: object
- items:
additionalProperties: true
type: object
type: array
- items: {}
type: array
title: External Fields
type: object
required:
- external_fields
title: ExternalFieldsResponseSchema
ExternalFieldsRequestSchema:
anyOf:
- additionalProperties: true
type: object
- items:
additionalProperties: true
type: object
type: array
- items: {}
type: array
title: ExternalFieldsRequestSchema
ErrServerErrorSchema:
properties:
message:
type: string
title: Message
description: The error message
examples:
- A server error has occurred.
type: object
required:
- message
title: ErrServerErrorSchema
securitySchemes:
HTTPBearer:
type: http
scheme: bearer