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Peach Finance

Bulk Senders

A bulk sender object represents a campaign worker which sends messages to the borrowers returned by a campaign's query results.

For each row returned by the campaign in its query result a message is sent via the Send endpoint.

Some of the query results columns are automatically mapped to the request body of the Send endpoint, these columns are:

  • caseId
  • contactId
  • context
  • interactionExternalId
  • isTransactional
  • loanId
  • previousInteractionId
  • statementId
  • sendAt
  • useTemplate

In order for a bulk sender to function, at a minimum the campaign's query results must return at least the column borrowerId.

For more details on required columns see per-InteractionSubject documentation for  Campaign run.

Create bulk sender

Create a new bulk sender.

Securityoauth2 or bearerAuth or apiKeyHeader
Request
Request Body schema: application/json
id
string
createdAt
string <date-time>
updatedAt
string or null <date-time>
deletedAt
string or null <date-time>
externalId
string or null [ 1 .. 50 ] characters

A lender's identifier for an object.

After the object is successfully created, a lender can use ID or externalId identifiers to fetch the object.

To fetch the object using externalId you need to add ext- to the URL.

Note: Don't add ext- to the identifier value. For example: if the external identifier is ABCDE, then pass externalId=ACBCE and NOT ext-ABCDE when creating the object.

interactionSubject
required
string (InteractionSubject)

The subject of the interaction. The subject identifies the category of the content in the message.

Most subjects have an associated implicit theme. e.g., loanOverdueFirstNotice has a theme of opsCollDebt. For these subjects it is not necessary to specify a theme.

Some subjects like freeForm and custom<N> do not have an implicit theme. When using these subjects you must specify a theme.

DEPRECATED: locStatementGenerated and locStatementRegenerated are deprecated. They will be automatically converted into statementGenerated and statementRegenerated respectively. You should switch to use those subjects directly.

DEPRECATED: failedSettlementPeach is deprecated. This was always a subject used by the Peach application internally, and will no longer be used. Attempts to set this subject will be rejected with a 400 error.

Enum: "annualPrivacyPolicyNotice" "autopayAgreement" "autopayAmountChanged" "autopayCanceledBySystem" "autopayEnabled" "autopayEnableReminder" "autopayPaymentCanceled" "autopayPaymentMethodUpdated" "autopayPaymentReminder" "autopayPaymentRescheduled" "cardExpiresReminder" "caseEscalation" "ceaseCommunicationAcknowledgement" "ceaseCommunicationRefuseToPay" "confirmationCode" "contactTakeover" "creditNegativeInfoReported" "creditPositiveInfoReported" "custom1" "custom2" "custom3" "custom4" "custom5" "custom6" "custom7" "custom8" "custom9" "custom10" "custom11" "custom12" "custom13" "custom14" "custom15" "custom16" "custom17" "custom18" "custom19" "custom20" "debtValidationNotice" "debtValidationNoticeArizona" "debtValidationNoticeAutomatic" "debtValidationNoticeNYCYonkers" "debtValidationNoticePuertoRico" "deceasedConfirmationOfPayoff" "deceasedNoticeToRepresentative" "deceasedNotificationUponDeath" "disputeOfDebtConfirmed" "disputeOfDebtSubmitDocumentation" "disputeOfDebtSubmitDocumentationReminder" "disputeOfDebtUnableToConfirm" "disputeOfDebtUnableToResolve" "documentUploadFailed" "downpaymentFailed" "drawFundsDisclosure" "electronicConsentOptOut" "failedSettlementInvestor" "failedSettlementPeach" "freeForm" "freeFormBranded" "futurepayCanceled" "futurepayPaymentDueReminder" "identityTheftIncompleteDocumentation" "identityTheftNotValidated" "identityTheftSubmitDocumentation" "identityTheftSubmitDocumentationFirstReminder" "identityTheftSubmitDocumentationSecondReminder" "identityTheftValidated" "letterReturnedToSender" "loanAccelerated" "loanCanceled" "loanChargedOffUnsecured" "loanDetails" "loanFeeCharged" "loanFreeze" "loanManualPaymentDisclosure" "loanOverdueFifthNotice" "loanOverdueFirstNotice" "loanOverdueFourthNotice" "loanOverdueSecondNotice" "loanOverdueSixthNotice" "loanOverdueThirdNotice" "loanPaidOff" "loanPaymentScheduleChanged" "loanPayoffStatement" "loanRefundProcessed" "loanRightToCurePersonalUnsecured" "loanTermsChangeAgreement" "loanUnfreeze" "locCreditLimitChanged" "locInterestRateChanged" "locLineClosed" "locStatementGenerated" "locStatementRegenerated" "loginFirstPaymentReminder" "microdepositFailed" "microdepositProcessing" "microdepositReminder" "oneTimeCode" "paydayConsumerRightsNotice" "paydayFirstPaymentWithdrawal" "paymentDisputed" "paymentDueDateReminder" "paymentFailed" "paymentMethodAdded" "paymentMethodUpdated" "paymentProcessing" "paymentRescheduled" "paymentReversalFailed" "paymentReversalProcessing" "paymentSuccessful" "payoffStatementDocument" "promiseToPayPeriodKept" "promiseToPayPeriodMissed" "promiseToPayPlanCanceled" "promiseToPayPlanCreated" "promoProgramCanceled" "promoProgramEligibilityAtRisk" "promoProgramExercised" "promoProgramReminder" "reimbursementFailed" "reimbursementProcessed" "reimbursementScheduled" "scraApplicationDenied" "scraBenefitsApplied" "scraBenefitsExpiringNotice" "scraCGFlaggedDocumentRequest" "scraServicemanNotifiedDocumentRequest" "settlementOffer" "settlementOfferFirstReminder" "statement" "statementLOC" "statementGenerated" "statementRegenerated" "unmonitoredEmailAddress" "updateBankAccountConnection"
interactionTheme
string or null (InteractionTheme)

The reason why an interaction occurred.

For example:

  • An outbound debt collection call should be marked as opsCollDebt.
  • An annual privacy policy update email should be marked as opsServicing.
  • A customer service response to borrower's inquiry should be marked as opsServicing.

DEPRECATED: inbBug, inbHumanLove, and opsServicingNegativeCreditReportNotice are deprecated: you cannot create or update interactions to have these values.

Enum: "agentNotification" "opsCollDebt" "opsCollLocateBorrower" "opsCollVerifyEmployment" "opsCollContactEmployerNotice" "opsServicingDebtValidation" "opsServicingNegativeCreditReportNotice" "opsServicingTimeBarredNotice" "opsServicing" "opsAccountCredentials" "inbMissingFeature" "inbEducation" "inbBug" "inbRequest" "inbHumanLove" "inbUnknown" "inbOther" "inbServicing" "inbCollections" "inbPayments" "inbFraud" "inbGeneralInquiry"
interactionChannel
string or null (BulkSenderInteractionChannel)

The channel to which the bulk sender will send.

If no channel is specified the campaign will send to all channels with a defined template.

WARNING: Only mail, text, and email are compatible with the campaigns system.

Enum: "voice" "email" "fax" "text" "chat" "mail" "gui" "document"
Responses
201

success

post/campaign-workers/bulk-senders
Request samples
application/json
{
  • "id": "string",
  • "createdAt": "2019-08-24T14:15:22Z",
  • "updatedAt": "2019-08-24T14:15:22Z",
  • "deletedAt": "2019-08-24T14:15:22Z",
  • "externalId": "string",
  • "interactionSubject": "annualPrivacyPolicyNotice",
  • "interactionTheme": "agentNotification",
  • "interactionChannel": "voice"
}
Response samples
application/json
{
  • "status": 0,
  • "message": "string",
  • "data": {
    }
}

List bulk senders

Get a list of all bulk senders.

Securityoauth2 or bearerAuth or apiKeyHeader
Request
query Parameters
sortBy
Array of strings

The data attributes by which to sort the results.

limit
integer [ 1 .. 100 ]
Default: 25

The maximum count of results to retrieve.

startingAfter
string

Return results starting after the provided object identifier.

Responses
200

success

get/campaign-workers/bulk-senders
Response samples
application/json
{
  • "status": 0,
  • "total": 0,
  • "count": 0,
  • "nextUrl": "string",
  • "previousUrl": "string",
  • "data": [
    ]
}

Get bulk sender by ID

Get a bulk sender by ID.

Securityoauth2 or bearerAuth or apiKeyHeader
Request
path Parameters
bulkSenderId
required
string (AnyId) ^ext-|^[A-Z][A-Z0-9]-[A-Z0-9]+-[A-Z0-9]+|^\d+...

Peach's unique or lender's external identifier.

Responses
200

success

get/campaign-workers/bulk-senders/{bulkSenderId}
Response samples
application/json
{
  • "status": 0,
  • "message": "string",
  • "data": {
    }
}

Update bulk sender

Update the existing bulk sender

Securityoauth2 or bearerAuth or apiKeyHeader
Request
path Parameters
bulkSenderId
required
string (AnyId) ^ext-|^[A-Z][A-Z0-9]-[A-Z0-9]+-[A-Z0-9]+|^\d+...

Peach's unique or lender's external identifier.

Request Body schema: application/json
id
string
createdAt
string <date-time>
updatedAt
string or null <date-time>
deletedAt
string or null <date-time>
externalId
string or null [ 1 .. 50 ] characters

A lender's identifier for an object.

After the object is successfully created, a lender can use ID or externalId identifiers to fetch the object.

To fetch the object using externalId you need to add ext- to the URL.

Note: Don't add ext- to the identifier value. For example: if the external identifier is ABCDE, then pass externalId=ACBCE and NOT ext-ABCDE when creating the object.

interactionSubject
string (InteractionSubject)

The subject of the interaction. The subject identifies the category of the content in the message.

Most subjects have an associated implicit theme. e.g., loanOverdueFirstNotice has a theme of opsCollDebt. For these subjects it is not necessary to specify a theme.

Some subjects like freeForm and custom<N> do not have an implicit theme. When using these subjects you must specify a theme.

DEPRECATED: locStatementGenerated and locStatementRegenerated are deprecated. They will be automatically converted into statementGenerated and statementRegenerated respectively. You should switch to use those subjects directly.

DEPRECATED: failedSettlementPeach is deprecated. This was always a subject used by the Peach application internally, and will no longer be used. Attempts to set this subject will be rejected with a 400 error.

Enum: "annualPrivacyPolicyNotice" "autopayAgreement" "autopayAmountChanged" "autopayCanceledBySystem" "autopayEnabled" "autopayEnableReminder" "autopayPaymentCanceled" "autopayPaymentMethodUpdated" "autopayPaymentReminder" "autopayPaymentRescheduled" "cardExpiresReminder" "caseEscalation" "ceaseCommunicationAcknowledgement" "ceaseCommunicationRefuseToPay" "confirmationCode" "contactTakeover" "creditNegativeInfoReported" "creditPositiveInfoReported" "custom1" "custom2" "custom3" "custom4" "custom5" "custom6" "custom7" "custom8" "custom9" "custom10" "custom11" "custom12" "custom13" "custom14" "custom15" "custom16" "custom17" "custom18" "custom19" "custom20" "debtValidationNotice" "debtValidationNoticeArizona" "debtValidationNoticeAutomatic" "debtValidationNoticeNYCYonkers" "debtValidationNoticePuertoRico" "deceasedConfirmationOfPayoff" "deceasedNoticeToRepresentative" "deceasedNotificationUponDeath" "disputeOfDebtConfirmed" "disputeOfDebtSubmitDocumentation" "disputeOfDebtSubmitDocumentationReminder" "disputeOfDebtUnableToConfirm" "disputeOfDebtUnableToResolve" "documentUploadFailed" "downpaymentFailed" "drawFundsDisclosure" "electronicConsentOptOut" "failedSettlementInvestor" "failedSettlementPeach" "freeForm" "freeFormBranded" "futurepayCanceled" "futurepayPaymentDueReminder" "identityTheftIncompleteDocumentation" "identityTheftNotValidated" "identityTheftSubmitDocumentation" "identityTheftSubmitDocumentationFirstReminder" "identityTheftSubmitDocumentationSecondReminder" "identityTheftValidated" "letterReturnedToSender" "loanAccelerated" "loanCanceled" "loanChargedOffUnsecured" "loanDetails" "loanFeeCharged" "loanFreeze" "loanManualPaymentDisclosure" "loanOverdueFifthNotice" "loanOverdueFirstNotice" "loanOverdueFourthNotice" "loanOverdueSecondNotice" "loanOverdueSixthNotice" "loanOverdueThirdNotice" "loanPaidOff" "loanPaymentScheduleChanged" "loanPayoffStatement" "loanRefundProcessed" "loanRightToCurePersonalUnsecured" "loanTermsChangeAgreement" "loanUnfreeze" "locCreditLimitChanged" "locInterestRateChanged" "locLineClosed" "locStatementGenerated" "locStatementRegenerated" "loginFirstPaymentReminder" "microdepositFailed" "microdepositProcessing" "microdepositReminder" "oneTimeCode" "paydayConsumerRightsNotice" "paydayFirstPaymentWithdrawal" "paymentDisputed" "paymentDueDateReminder" "paymentFailed" "paymentMethodAdded" "paymentMethodUpdated" "paymentProcessing" "paymentRescheduled" "paymentReversalFailed" "paymentReversalProcessing" "paymentSuccessful" "payoffStatementDocument" "promiseToPayPeriodKept" "promiseToPayPeriodMissed" "promiseToPayPlanCanceled" "promiseToPayPlanCreated" "promoProgramCanceled" "promoProgramEligibilityAtRisk" "promoProgramExercised" "promoProgramReminder" "reimbursementFailed" "reimbursementProcessed" "reimbursementScheduled" "scraApplicationDenied" "scraBenefitsApplied" "scraBenefitsExpiringNotice" "scraCGFlaggedDocumentRequest" "scraServicemanNotifiedDocumentRequest" "settlementOffer" "settlementOfferFirstReminder" "statement" "statementLOC" "statementGenerated" "statementRegenerated" "unmonitoredEmailAddress" "updateBankAccountConnection"
interactionTheme
string or null (InteractionTheme)

The reason why an interaction occurred.

For example:

  • An outbound debt collection call should be marked as opsCollDebt.
  • An annual privacy policy update email should be marked as opsServicing.
  • A customer service response to borrower's inquiry should be marked as opsServicing.

DEPRECATED: inbBug, inbHumanLove, and opsServicingNegativeCreditReportNotice are deprecated: you cannot create or update interactions to have these values.

Enum: "agentNotification" "opsCollDebt" "opsCollLocateBorrower" "opsCollVerifyEmployment" "opsCollContactEmployerNotice" "opsServicingDebtValidation" "opsServicingNegativeCreditReportNotice" "opsServicingTimeBarredNotice" "opsServicing" "opsAccountCredentials" "inbMissingFeature" "inbEducation" "inbBug" "inbRequest" "inbHumanLove" "inbUnknown" "inbOther" "inbServicing" "inbCollections" "inbPayments" "inbFraud" "inbGeneralInquiry"
interactionChannel
string or null (BulkSenderInteractionChannel)

The channel to which the bulk sender will send.

If no channel is specified the campaign will send to all channels with a defined template.

WARNING: Only mail, text, and email are compatible with the campaigns system.

Enum: "voice" "email" "fax" "text" "chat" "mail" "gui" "document"
Responses
200

success

put/campaign-workers/bulk-senders/{bulkSenderId}
Request samples
application/json
{
  • "id": "string",
  • "createdAt": "2019-08-24T14:15:22Z",
  • "updatedAt": "2019-08-24T14:15:22Z",
  • "deletedAt": "2019-08-24T14:15:22Z",
  • "externalId": "string",
  • "interactionSubject": "annualPrivacyPolicyNotice",
  • "interactionTheme": "agentNotification",
  • "interactionChannel": "voice"
}
Response samples
application/json
{
  • "status": 0,
  • "message": "string",
  • "data": {
    }
}

Delete bulk sender

Delete a bulk sender by ID.

Securityoauth2 or bearerAuth or apiKeyHeader
Request
path Parameters
bulkSenderId
required
string (AnyId) ^ext-|^[A-Z][A-Z0-9]-[A-Z0-9]+-[A-Z0-9]+|^\d+...

Peach's unique or lender's external identifier.

Responses
200

Success

delete/campaign-workers/bulk-senders/{bulkSenderId}
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