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Merge pull request #1428 from codatio/loan-writeback-improvements
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Improved write back docs
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dcoplowe authored Nov 18, 2024
2 parents 1460ed3 + 694e10d commit 852cc1f
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39 changes: 31 additions & 8 deletions docs/bank-feeds/create-account.md
Original file line number Diff line number Diff line change
Expand Up @@ -341,7 +341,7 @@ const sourceAccountResponse = bankFeedsClient.sourceAccounts.create({
sourceAccount: {
id: "ac-001",
accountName: "Checking Account",
accountType: "Debit",
accountType: "checking",
accountNumber: "01120912",
currency: "USD",
balance: 4002
Expand All @@ -359,7 +359,7 @@ const sourceAccountResponse = bankFeedsClient.sourceAccounts.create({
source_account_request = operations.CreateSourceAccountRequest(
id="ac-001",
accountName="Checking Account",
accountType="Debit",
accountType=AccountType.CHECKING,
accountNumber="01120912",
currency="USD",
balance=4002
Expand All @@ -380,7 +380,7 @@ var sourceAccountResponse = await bankFeedsClient.SourceAccounts.CreateAsync(new
SourceAccount = new SourceAccount() {
Id = "ac-001",
AccountName = "Checking Account",
AccountType = "Debit",
AccountType = AccountType.Checking,
AccountNumber = "01120912",
Currency = "USD",
Balance = 4002
Expand All @@ -401,7 +401,7 @@ sourceAccountResponse, err := bankFeedsClient.SourceAccounts.Create(ctx, operati
SourceAccount: &shared.SourceAccount{
ID: bankfeeds.String("ac-001"),
AccountName: bankfeeds.String("Checking Account"),
AccountType: bankfeeds.String("Debit"),
AccountType: shared.AccountTypeChecking,
AccountNumber: bankfeeds.String("01120912"),
Currency: bankfeeds.String("USD"),
Balance: 4002
Expand All @@ -412,6 +412,29 @@ sourceAccountResponse, err := bankFeedsClient.SourceAccounts.Create(ctx, operati
```
</TabItem>

<TabItem value="java" label="Java">

```java
CreateSourceAccountRequest req = CreateSourceAccountRequest.builder()
.requestBody(CreateSourceAccountRequestBody.of(SourceAccountV2.builder()
.id("ac-001")
.accountName("Checking Account")
.accountType(AccountType.LOAN)
.accountNumber("01120912")
.currency("USD")
.balance(new BigDecimal("4002"))
.build()))
.companyId(companyId)
.connectionId(connectionId)
.build();

CreateSourceAccountResponse res = bankFeedsClient.sourceAccounts().create()
.request(req)
.call();
```

</TabItem>

</Tabs>

Once the source account is successfully created, guide your customer through the **mapping process** to associate it with a corresponding target account in their accounting software. The account will stay in a `pending` status until that happens, and it must change to `linked` before you can successfully transmit any bank transactions.
Expand All @@ -433,7 +456,7 @@ const sourceAccountUpdateResponse = bankFeedsClient.sourceAccounts.update({
sourceAccount: {
id: "ac-001",
accountName: "Bank of Dave Checking Account",
accountType: "Debit",
accountType: "checking",
accountNumber: "01120912",
currency: "USD",
balance: 4002
Expand All @@ -454,7 +477,7 @@ source_account_update_request = operations.UpdateSourceAccountRequest(
source_account=shared.SourceAccount(
id="ac-001",
accountName="Bank of Dave Checking Account",
accountType="Debit",
accountType=AccountType.CHECKING,
accountNumber="01120912",
currency="USD",
balance=4002
Expand All @@ -476,7 +499,7 @@ var sourceAccountUpdateResponse = await sdk.SourceAccounts.UpdateAsync(new() {
SourceAccount = new SourceAccount() {
Id = "ac-001",
AccountName = "Checking Account",
AccountType = "Debit",
AccountType = AccountType.Checking,
AccountNumber = "01120912",
Currency = "USD",
Balance = 4002
Expand All @@ -497,7 +520,7 @@ res, err := bankFeedsClient.SourceAccounts.Update(ctx, operations.UpdateSourceAc
SourceAccount: &shared.SourceAccount{
ID: bankfeeds.String("ac-001"),
AccountName: bankfeeds.String("Checking Account"),
AccountType: bankfeeds.String("Debit"),
AccountType: shared.AccountTypeChecking,
AccountNumber: bankfeeds.String("01120912"),
Currency: bankfeeds.String("USD"),
Balance: 4002
Expand Down
2 changes: 1 addition & 1 deletion docs/lending/guides/invoice-finance/introduction.md
Original file line number Diff line number Diff line change
Expand Up @@ -35,7 +35,7 @@ This guide is for tech-savvy backend developers who know how to use an API. No f
- Building any application form or dashboard UIs
- Carrying out due diligence checks on the borrower
- Instructions on how to build your own invoice financing product
- Details on how to perform [loan writeback](/lending/guides/loan-writeback/introduction) for invoice financing [(see also: Record invoice finance repayments)](/lending/guides/loan-writeback/record-invoice-finance)
- Details on how to perform [loan writeback](/lending/guides/loan-writeback/introduction) for invoice financing

### About the demo app

Expand Down
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