LendEasy/DocsLMS + Servicing·v1
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API Reference

API Reference

The complete LendEasy v1 public contract: 426 operations across 353 resource paths, generated from one downloadable OpenAPI 3.1 specification. Implemented servicing routes are identified separately while roadmap contracts remain available for design work.

Servicing implemented
228 operations
Servicing roadmap
29 operations
Lending Core
169 operations
Contract format
OpenAPI 3.1
Read the availability badge. Implemented means the method and path are present in the composed servicing route manifest. Future-facing preserves an existing product contract that is not on the current servicing runtime surface. Read the current servicing boundary, download the client, connector, or combined OpenAPI, or import Postman.

Servicing Plane API

The current plane implements cases, tasks, interactions, content, governed operations, workforce, AI review, voice dispatch, evidence, and reporting. Roadmap APIs remain in the same reference.

Cases
Durable borrower and merchant matters, workflow state, timelines, escalation, and closure. · 16 implemented · 1 roadmap
Tasks
Queue work, reservation, assignment, execution, and completion. · 11 implemented
Interactions
Inbound and outbound communications across voice, email, SMS, secure message, and mail. · 10 implemented
Compliance decisions
Execution-time, explainable policy decisions grounded in fresh facts. · 0 implemented · 3 roadmap
Promises
Borrower payment commitments, approval, revision, suppression, and evaluation. · 3 implemented · 3 roadmap
Action requests
Case-linked, typed requests to change an authoritative system of record. · 7 implemented
Case documents
Register, classify, review, and securely retrieve case evidence. · 14 implemented
Verification
Identity and authority verification sessions with attempt controls. · 2 implemented · 2 roadmap
AI sessions
Governed AI work sessions, proposed output, review, and termination. · 0 implemented · 4 roadmap
Webhooks
Tenant-owned event subscriptions, signing-secret rotation, tests, and delivery history. · 0 implemented · 8 roadmap
Core bindings
Additional bring-your-own-core deployment option: capabilities, facts, actions, identity mappings, and reconciliation. · 0 implemented · 8 roadmap
Workforce
Composed human users, AI worker registrations, eligibility, and presence. · 11 implemented
Supercases
Bounded portfolio-event containers and structurally linked customer subcases. · 4 implemented
Case notes
Revisioned, link-aware, sensitive operational notes owned by the servicing plane. · 9 implemented
Servicing administration
Case-type, reason, review-timer, allocation, queue-coverage, and field configuration owned by the servicing plane. · 16 implemented
Privacy requests
Access, deletion, correction, and portability workflows. · 4 implemented
Governed operations
Case-scoped operations that execute directly when allowed and create a request only when policy requires one. · 8 implemented
Connector callbacks
Gateway-signed channel events and dispatch-bound voice callbacks. · 3 implemented
Case effects
Workflow-created typed effects, status reads, and terminal-failure recovery. · 3 implemented
AI governance
Reviewable AI outputs and scope-specific suppression controls. · 3 implemented
Voice
Outbound AI voice dispatch, execution-time dial authorization, dial grants, and the voice-provider console pass-through. · 13 implemented
Servicing reports
Bounded workforce, collections, interaction, compliance, AI-quality, reconciliation, and promise-allocation projections, plus the curated investor reporting pack and the drift workspace. · 11 implemented
Evidence exports
Audited case and customer evidence bundles reconstructed from retained causal records. · 2 implemented
Workflow administration
Workflow-definition drafting, validation, vocabulary, import/export, and versioned activation under a separate promotion authority. · 13 implemented
Portal contracts
The servicing side of borrower self-service: agreements, documents, invitations, interactions, message tasks, signals, and upload sessions. · 22 implemented
Cookie
The case copilot: panel context, threads, turns, feedback, proposal confirmation, and its admin surface. · 12 implemented
Email threads
Email conversation threads with bounded previews, audited body reads, and governed threaded replies. · 5 implemented
Scheduled callbacks
Borrower-promised callback windows held as first-class tasks with window-scoped consent and at-dial compliance. · 8 implemented
Hardship
Versioned hardship policies and guardrails, case hardship state and offers, and evidence-analysis review. · 18 implemented

Lending Core (LMS) API

The LendEasy Lending Core — the platform's native system of record for consumer installment loans, BNPL, and receivables-based merchant advances — from product and charge configuration through origination, money movement, and governed servicing commands.

Customers
Customer aggregates with a closed INDIVIDUAL or CORPORATE profile, masked ordinary reads, audited sensitive reads, and an append-only history ledger. · 8 operations
Addresses
Typed customer addresses with focused mutations and history. · 4 operations
Contact points
Email and phone contact points with explicit texting permission and trusted-integration verification. · 3 operations
Customer identifiers
Government identifiers stored normalized, masked on ordinary reads, revealed only through audited sensitive routes. · 3 operations
Consents
The closed consent catalog: grants with capture evidence and immutable revocation. · 2 operations
Payment instruments
Processor-tokenized bank and card instruments with masked reads and provider-event verification. · 12 operations
Loan parties
Co-borrower, guarantor, and authorized-party relationships with explicit authority scopes. · 6 operations
External parties
Merchants and other verified counterparties eligible to receive funding. · 4 operations
Search
Permission-aware exact and prefix search across customers and loans. · 1 operations
Restrictions
Customer- and loan-scoped holds enforced at execution time. · 3 operations
Servicing actions
Governed loan commands under case governance and maker-checker, reschedules, interest pauses, and the governance ledger. · 16 operations
Payments
Loan payment intents from creation through rail submission, posting, and provider-driven returns. · 5 operations
Autopay
Single current enrollment per loan, Regulation E authorization, and per-rail failure policies. · 7 operations
Funding
Approval-gated disbursements and outbound refunds to verified recipients. · 7 operations
Reconciliation
Exceptions between provider events, money intents, and the ledger, with CSV export. · 4 operations
Documents
Customer and loan documents with virus scanning, checksum-verified downloads, links, and history. · 10 operations
Notes
Customer and loan notes with immutable revisions, links, and permanent redaction. · 11 operations
Forms
Administered form definitions and typed customer and loan form entries with derived per-form permissions. · 16 operations
Statements
Job-generated due-date statements with governed regeneration and PDF download. · 3 operations
Charges
Charge definitions with immutable Regulation Z classification, and governed loan-charge commands. · 12 operations
Loan products
Progressive loan products carrying LendEasy APR, statement, and overpayment configuration. · 5 operations
Loans
Loan applications, lifecycle commands, embedded schedules, and the servicing summary read model with payoff and APR. · 6 operations
Accounting
Balanced journal entries and the chart of accounts. · 4 operations
Reporting
The operational report-definition catalog. · 2 operations
Merchant advances
Receivables purchases, sales reports, remittances, projections, and breach monitoring. · 15 operations
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