Clients

Get all clients

Get clients

GET {base url}/v1/clients?page={page}&perPage={perPage}

Returns paginated list of all clients

Query Parameters

Name
Type
Description

page

number

page to return

perPage

number

number of items on each page

Headers

Name
Type
Description

Authorization*

Bearer Token

The bearer token is the API users Secret Key

{
    "message": "No authorization token found",
    "code": 90
}
{
    "responseCode": "00",
    "message": "Clients fetch successful",
    "data": [
        {
            "id": "059cf55a-0e1b-4650-b97a-152af3d5dc03",
            "organizationId": "ab3b150e-6a5d-429f-b499-f2d6ea99f668",
            "clientRef": "v8sj5vlg4u8kkdir4shaj0dapwdcs66o",
            "email": "",
            "firstName": "client1",
            "lastName": "clet",
            "middleName": "",
            "dob": "2023-12-05",
            "status": "active",
            "address": "no 10 ogujobi street",
            "city": "",
            "state": "Abia",
            "country": "Nigeria",
            "phoneNumber": "",
            "image": "https://res.cloudinary.com/dtui4qk9s/image/upload/v1701795434/uploads/h8gtnwawaawbmvm3nw7u.png",
            "customData": {
                "custom_7nuu": "55555",
                "custom_fjgu": "ggggggg",
                "custom_fsmm": "4444",
                "custom_gdwn": "ggffff",
                "custom_mkmj": "hhhhh",
                "custom_otjq": "555",
                "custom_pgcx": "ggggggg",
                "custom_rwgv": "gggggggg",
                "custom_seo8": "hhhhh",
                "custom_snnd": "444",
                "custom_tapp": "fgggg",
                "custom_vyc9": "4444",
                "custom_wiet": "4344",
                "client custom": "https://res.cloudinary.com/dtui4qk9s/image/upload/v1701778690/uploads/nupq9qxyhjprvsblkg2j.png",
                "client again custom": "9989898"
            },
            "created_at": "2023-12-05T12:18:13.396Z",
            "updated_at": "2023-12-05T17:00:40.697Z"
        }
    ]
}

Get client by clientRef

Get client by Reference

GET {base url}/v1/clients/{clientRef}

Get a single client by client reference

Query Parameters

Name
Type
Description

clientRef*

string

Client's reference key

Headers

Name
Type
Description

Authorization*

Bearer Token

The bearer token is the API users Secret Key

{
    "message": "unauthorize",
    "code": 92
}
{
    "responseCode": "00",
    "message": "Client fetch successful",
    "data": {
        "id": "d7e57674-b0d9-462e-8636-453c6b3de7f5",
        "organizationId": "ab3b150e-6a5d-429f-b499-f2d6ea99f668",
        "clientRef": "d7e57674-b0d9-462e-8636-453c6b3de7f5",
        "email": "suleaishat990@gmail.com",
        "firstName": "Sule",
        "lastName": "Aladi",
        "middleName": "Aishat",
        "dob": "1998-12-12",
        "status": "active",
        "address": "GP. 782, olobayo estate lokoja",
        "city": "Aba",
        "state": "Abia",
        "country": "Nigeria",
        "phoneNumber": "0806 693 1689",
        "image": null,
        "customData": {},
        "created_at": "2023-06-23T08:48:27.986Z",
        "updated_at": "2023-06-23T13:45:06.649Z",
        "documentCount": 0,
        "depositCount": 0,
        "loanCount": 0
    }
}

Get client loans

Get clients loans

GET {base url}/v1/clients/${clientId}/loans?page={page}&perPage={perPage}

Returns paginated list of all clients

Query Parameters

Name
Type
Description

clientId*

string

client's Id

page

number

page to return

perPage

number

number of items per page

Headers

Name
Type
Description

Authorization*

Bearer token

The bearer token is the API users Secret Key

{
    "message": "unauthorized",
    "code": 92
}
{
    "responseCode": "00",
    "message": "Loan fetch successful",
    "data": [
        {
            "id": "104d3cad-a9a1-4598-be48-631fe75de1e5",
            "organizationId": "a5f38f16-6c44-408f-b7ff-6775f02b83ac",
            "loanName": "a test loan 9",
            "loanProductId": "79963366-6aad-489a-82db-84d5374f707a",
            "amount": 20000,
            "totalDue": 0,
            "totalPaid": 0,
            "interestRate": 5,
            "gracePeriod": null,
            "accountNumber": "0000001163",
            "accountHolder": "665b5c8a-d30d-41f1-b6e1-508562b4eecb",
            "accountHolderType": "clients",
            "tenure": 5,
            "customData": {
                "cipn": "1000",
                "dep test": "ererere",
                "file type": "https://res.cloudinary.com/dtui4qk9s/image/upload/v1702139767/uploads/qlept2xandaph21zkknu.jpg"
            },
            "balances": {
                "totalAccruedFees": 0,
                "totalAccruedPenalty": 0,
                "totalAccruedinterest": 0,
                "totalPrincipalBalance": 20000
            },
            "tranches": null,
            "status": "inactive",
            "document": null,
            "state": "PENDING",
            "riskState": "PERFOMRING",
            "comment": null,
            "created_at": "2023-12-09T16:36:10.374Z",
            "updated_at": "2023-12-09T16:36:10.374Z",
            "firstName": "Lamidi",
            "lastName": "AdeDola",
            "clientkey": "665b5c8a-d30d-41f1-b6e1-508562b4eecb",
            "name": null,
            "accountholdername": null,
            "companykey": null,
            "loanproductname": "testing",
            "currency": "NGN"
        }
    ]
}

Get client deposits

Get client deposits

GET {base url}/v1/clients/{clientId}/deposits?page={page}&perPage={perPage}

Returns paginated list of all client deposits

Query Parameters

Name
Type
Description

clientId*

string

client's Id

page

number

page to return

perPage

number

number of items per page

Headers

Name
Type
Description

Authorization*

Bearer token

The bearer token is the API users Secret Key

{
    "message": "unauthorize",
    "code": 92
}
{
    "responseCode": "00",
    "message": "deposits fetch successful",
    "data": [
    {
          "id": "844e2eaa-61a1-4099-8407-55a4b24df294",
          "organizationId": "a5f38f16-6c44-408f-b7ff-6775f02b83ac",
          "depositProductId": "aeec33a0-059f-4a4a-b122-357eec1572c2",
          "accountNumber": "0000000692",
          "accountName": "new depo 34",
          "accountHolder": "05768940-15ed-450c-8d8e-70f36ffffff8",
          "accountHolderType": "companies",
          "depositTenure": null,
          "accruedInterest": 0,
          "customData": {},
          "accountBalance": 19000,
          "accountLedgerBalance": 19000,
          "maturityDate": null,
          "status": "active",
          "updated_at": "2023-12-12T00:01:02.256Z",
          "firstName": null,
          "lastName": null,
          "clientkey": null,
          "name": "chowDeck",
          "accountholdername": "chowDeck",
          "companykey": "05768940-15ed-450c-8d8e-70f36ffffff8",
          "productName": "new product 1000",
          "productType": "savings_account"
      }
    ]
}

Update Client

Update client

PATCH {base url}/v1/clients/{clientId}

Update client data

Query Parameters

Name
Type
Description

clientId*

string

client's Id

Headers

Name
Type
Description

Authorization*

Bearer token

The bearer token is the API users Secret Key

Request Body

Name
Type
Description

firstName*

string

client's firstname

lastName*

string

client's lastname

middleName

string

client's middlename

dob*

string

client's date of birth

image

string

client's profile image

address

string

client's address

city

string

client's city of residence

state

string

client's state of residence

country

string

client's country

phoneNumber

string

client's phone number

email

string

client's email

customData

object

client's custom data

{
    "message": "unauthorize",
    "code": 92
}

{
    "firstName": "john",
    "lastName": "doe",
    "middleName": "louis",
    "dob": "2022-03-19",
    "image": "https://www.aihr.com/wp-content/uploads/organizational-design-cover.png",
    "address": "Lagos",
    "city": "Lagos",
    "state": "Lagos",
    "country": "Nigeria",
    "phoneNumber": "091781094158963",
    "email": "",
    "customData": { "ID Type": "id", "bvn": "12345678911"}

}

Delete client

Delete client

DELETE {base url}/v1/clients/{clientId}

Delete client

Query Parameters

Name
Type
Description

clientId*

string

client's Id

Headers

Name
Type
Description

Authorization*

Bearer token

The bearer token is the API users Secret Key

{
    "message": "unauthorize",
    "code": 92
}
{
    "responseCode": "00",
    "message": "Client data deleted successfully"
}

search client

Search client

GET {base url}/v1/clients/{search}

Search client

Query Parameters

Name
Type
Description

search*

string

search term

Headers

Name
Type
Description

Authorization*

Bearer token

The bearer token is the API users Secret Key

{
    "message": "unauthorize",
    "code": 92
}
{
    "responseCode": "00",
    "message": "Clients fetch successful",
    "data": [
        {
            "id": "27536765-c575-4189-a365-8940c3bd9124",
            "organizationId": "038f1d6c-dd3a-4aa2-adf3-be4f591cf132",
            "clientRef": "s9o1ac6l",
            "email": "zodravem@oobla.io",
            "firstName": "Mason",
            "lastName": "Louis",
            "middleName": "Terry",
            "dob": "1982-12-12",
            "status": "active",
            "address": "18 Ikefah Ln",
            "city": "Yola",
            "state": "Adamawa",
            "country": "Nigeria",
            "phoneNumber": "08062249291",
            "image": "https://res.cloudinary.com/dtui4qk9s/image/upload/v1695387366/uploads/sxqyxmvqneba5vt5xiv2.jpg",
            "customData": {},
            "created_at": "2023-09-22T12:56:07.799Z",
            "updated_at": "2023-09-22T12:56:07.799Z"
        },
        
    ]
}

Create client

Create client

POST {base url}/v1/clients

create a single client

Headers

Name
Type
Description

Authorization*

Bearer token

The bearer token is the API users Secret Key

Request Body

Name
Type
Description

firstName*

string

client's first-name

lastName*

string

client's last-name

middleName

string

client's middle-name

dob*

string

client's date of birth

image

string

client's profile image(accepts url or base64 encoding)

address*

string

client's address

city

string

client's city

state*

string

client's state

country*

string

client's country

phoneNumber

string

client's phone number

customData

string

client's custom data

email

string

client's email

{
    "responseCode": "00",
    "message": "Client created successfully",
    "data": {
        "organizationId": "a5f38f16-6c44-408f-b7ff-6775f02b83ac",
        "clientRef": "x4sopax1z1oh347131dlglpp9n4m40si",
        "firstName": "Lamidi",
        "lastName": "AdeDola",
        "middleName": "Aduke",
        "email": "",
        "phoneNumber": "091781094158963",
        "dob": "2022-03-19",
        "address": "Lagos",
        "city": "Lagos",
        "state": "Lagos",
        "country": "Nigeria",
        "image": "https://res.cloudinary.com/dtui4qk9s/image/upload/v1702467276/uploads/neykb8zhrhokgkqgr0x3.png",
        "customData": {
            "bvn": "https://res.cloudinary.com/dtui4qk9s/raw/upload/v1702467276/documents/erobqftlpmdicuexedmn",
            "ID Type": "https://res.cloudinary.com/dtui4qk9s/image/upload/v1702467275/uploads/lowhyx7j7ycfz58qzovt.png"
        },
        "status": "active",
        "id": "a50847bb-0c87-4098-bfe1-07b5ad15fb6d",
        "created_at": "2023-12-13T11:34:37.192Z",
        "updated_at": "2023-12-13T11:34:37.192Z"
    }
}

{
    "organizationId": "a5f38f16-6c44-408f-b7ff-6775f02b83ac",
    "firstName": "Lamidi",
    "lastName": "AdeDola",
    "middleName": "Aduke",
    "dob": "2022-03-19",
    "image": "https://www.aihr.com/wp-content/uploads/organizational-design-cover.png",
    "address": "Lagos",
    "city": "Lagos",
    "state": "Lagos",
    "country": "Nigeria",
    "phoneNumber": "091781094158963",
    "customData": { "ID Type": 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"bvn": 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    "email": ""
}

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