Prospect Creation

PURPOSE

This method allows the partner to create a prospect in pipeline for personal loan. It takes in all the personal details of the prospect such as Name, Address, Financials, Education and other personal details and also the type, sub-type of the applied loan along with the proposed ROI, tenure and other details to be moved further for processing in the system. On successful execution of this API, it returns the customer ID, CRM number and prospect number which will acknowledge the presence of customer in the system and details can be used for further processing.

Request URL

https://apisandbox.iifl.in/fintech/ApplyLoanV2

Request Method: POST

Request format: JSON

Request Header

Content-Type: application/json

Ocp-Apim-Subscription-Key: provided by IIFL

Request Response(200) Response(Failure)

REQUEST BODY

HEADER

Field Name Description Data Type
(max length)		 Mandatory Sample Value
requestCode Request Code of the API called Varchar Yes PLRQCL01
appVer Developer App Version Varchar Yes 1.0
key UserKey generated at the time of registration Varchar Yes ABpyyGUh1nsbesSlup3VKURkI4tQDe8y
osName Channel of order Varchar Yes WebAPI, Android, iOS
appName App Name provided at the time of registration Varchar Yes ALLIANCE
source Source provided at the time of registration Varchar Yes 321

BODY

Field Name Description Data Type
(max length)		 Validation Sample Value
UniqueID Unique ID –Partner needs to provide Varchar (30) Yes PARTNER123
Title Mr/Mrs/Miss Varchar (5) Yes Mrs
FirstName (Min 3– Max 26) Character Varchar (26) Yes name
MiddleName Middle Name Varchar (26) No llll
LastName Last Name Varchar (26) Yes surname
Birthdate DOB (DDMMYYYY) Varchar (8) Yes 01011900
Gender Gender (M/F) Char(1) Yes F
Fathername Father’s Name Varchar (26) Yes dummy_fathername
Education Qualification Code (Code as provided by IIFL) Varchar (30) Yes 05
Currentaddress1 Current Address 1 Varchar (40) Yes XYZ
Currentaddress2 Current Address 2 Varchar (40) Yes TYU
Currentaddress3 Current Address 3 Varchar (40) No OIT
CurrentState State Code (Code as provided by IIFL) Varchar (30) Yes 02
Currentcity City Code (Code as provided by IIFL) Varchar (40) Yes 02
Currentpincode Pin Code of current address Varchar (6) Yes 123456
Permanentaddress1 Permanent address 1 Varchar (40) Yes Abc
Permanentaddress2 Permanent address 2 Varchar (40) Yes Deef
Permanentaddress3 Permanent address 3 Varchar (40) No Ghi
Permanentstate City Code (Code as provided by IIFL) Varchar (40) Yes 01
PermanentCity City Code (Code as provided by IIFL) Varchar (40) Yes 01
Permanentpincode Pin Code Varchar (6) Yes 123456
MobileNo Mobile Number Varchar (10) Yes 9999999999
Email Email ID Varchar (50) Yes dummy@mail.com
PanNo PAN Number Varchar (10) Yes ABCDE1234F
Aadhaarnumber Aadhaar Number Varchar (12) Yes 123456789012
BankName Name of the bank Varchar (100) Yes SBI
BankAcctNo Bank Account Number Varchar (20) Yes 123456789012
IFSC IFSC code Varchar (20) Yes SBIN55555
MICR MICR code Varchar (20) Yes ABCDK457854
AppliedAmount Applied Loan Amount Int Yes 50000
Tenure Tenure (In Months) Int Yes 23
MonthlyInterest ROI Int Yes 2
Scheme Scheme Code/Name (Code as provided by IIFL) Varchar (30) Yes BigDummy
SubScheme Sub Scheme code/name (Code as provided by IIFL) Varchar (30) Yes Dummy
VendorID Vendor ID (Code as provided by IIFL) Varchar (20) Yes ABC1234
Disbursaltocustomer Money to be disbursed in customer account (Y/N) Varchar (1) Yes Y
Applicanttype Type of APPLICANT Varchar (20) Yes
ProcessingFee Processing Fee Int No 230
FatherFirstName FatherFirstName Varchar(50) Yes father
FatherMiddleName FatherMiddleName Varchar(50) No m
FatherLastName FatherLastName Varchar(50) No surname
SpouseFirstName SpouseFirstName Varchar(50) No spouse
SpouseMiddleName SpouseMiddleName Varchar(50) No m
SpouseLastName SpouseLastName Varchar(50) No surname
MotherFirstName MotherFirstName Varchar(50) Yes mother
MotherMiddleName MotherMiddleName Varchar(50) No m
MotherLastName MotherLastName Varchar(50) No surname
SpouseTitle SpouseTitle Varchar(3) No Mr/Mrs

RESPONSE BODY

HEAD

Field Name Description Data Type
(max length)		 List of Values Sample Value
responseCode This is the response code of API Varchar(20) - PLRQCL01
status This is the response code of API Varchar(10) 0 - Success
1 - Fail 		0
Source This is the Partner’s name Varchar(20) - Partner_Name
statusDescription Description of the response status Varchar(50) - -
success_user_status Status of the user for a partner Varchar(10) 0 - Success
1 - Fail		 0

BODY

Field Name Description Data Type
(max length)		 Sample Value
CRMLeadId CRM Lead ID Varchar (10) 1478523690
cuid Customer ID Varchar (10) 8795462310
prospectno Prospect Number Varchar (10) SL12345678

REQUEST:

{
  "head": {
    "requestCode": "PLRQCL01",
    "key": "fcc4beaf653223912ceb166d4d5b279b",
    "appVer": "1.0",
    "osName": "WebAPI",
    "appName": "ALLIANCE",
    "source": "PartnerName"
  },
  "body": {
    "UniqueID" : "121212" ,
    "Title" : "MRs" ,
    "FirstName" : "Dummy_first" ,
    "MiddleName" : "Dummy_middle" ,
    "LastName" : "Dummy_last" ,
    "Birthdate" : "01011900" ,
    "Gender" : "F" ,
    "Fathername" : "Dummy_father" ,
    "Education" : "GRAD" ,
    "Currentaddress1" : "H-XYZ" ,
    "Currentaddress2" : "ABC Apartment" ,
    "Currentaddress3" : "Mumbai" ,
    "CurrentState" : "MH" ,
    "Currentcity" : "MBAI" ,
    "Currentpincode" : "400000" ,
    "Permanentaddress1" : "H-XYZ" ,
    "Permanentaddress2" : "ABC Apartment" ,
    "Permanentaddress3" : "Mumbai" ,
    "Permanentstate" : "MH" ,
    "PermanentCity" : "MBAI" ,
    "Permanentpincode" : "400000" ,
    "MobileNo" : "9999999999" ,
    "Email" : "xyz@gmail.com" ,
    "PanNo" : "ABCDE0011F" ,
    "Aadhaarnumber" : "101010101010" ,
    "BankName" : "SBI" ,
    "BankAcctNo" : "0505050505" ,
    "IFSC" : "SBIN0000001" ,
    "MICR" : "0000100" ,
    "AppliedAmount" : "200000" ,
    "Tenure" : "15" ,
    "MonthlyInterest" : "10" ,
    "ProcessingFee" : "100.50" ,
    "Scheme" : "85063" ,
    "SubScheme" : "NA" ,
    "VendorID" : "V01" ,
    "Disbursaltocustomer" : "Y" ,
    "Applicanttype" : "Applicant" ,
    "FatherFirstName" : "Dummy_fatherfirst" ,
    "FatherMiddleName" : "Dummy_fathermiddle" ,
    "FatherLastName" : "Dummy_fatherlast" ,
    "SpouseFirstName" : "Dummy_spousefirst" ,
    "SpouseMiddleName" : "Dummy_spousemiddle" ,
    "SpouseLastName" : "Dummy_spouselast" ,
    "MotherFirstName" : "Dummy_motherfirst" ,
    "MotherMiddleName" : "Dummy_mothermiddle" ,
    "MotherLastName" : "Dummy_motherlast" ,
    "SpouseTitle" : "Mrs"
  }

Response (Success)

{
  "head": {
    "status": "0",
    "success_user_status": "0",
    "response_code": "PLRPCL01",
    "status_description": "success",
    "source": "PartnerName"
  },
  "body": {
    "CRMLeadId": "1741503",
    "prospectno": "SL1067008",
    "cuid": "8950922"
  }
}

Response (Failure)

{
  "head": {
    "status": "1",
    "success_user_status": "1",
    "response_code": "PLRPCL01",
    "status_description": "E27 - ProcessingFee is not valid format",
    "source": "PartnerName"
  },
  "body": {
    "CRMLeadId": null,
    "prospectno": null,
    "cuid": null
  }
}