Kinective Placeholder Integration

This piece integrates with the Kinective API for comprehensive banking operations including party management, accounts, loans, collateral, and escrow.

Authentication

The Kinective Placeholder piece uses custom authentication with EFXHeader:

• Base URL: The base URL for the Kinective API (e.g., https://api.kinective.com)
• Organization ID: Your Kinective Organization ID

Available Actions (15 + Custom API Call)

Party Actions (4)

Get Party

Get party information by Party ID or Tax ID.

Get Party List

Get a list of parties with optional filtering and pagination.

Add Party

Create a new party (person or organization).

Update Party

Update an existing party.

Account Actions (3)

Account - Create

Create a new account (deposit or loan). Supports:

• Checking (DDA), Savings (SDA), CD (CDA), Money Market (MMA)
• Loans and Credit Lines
• Custom fields via JSON

Account - Get

Retrieve account information with optional balance and transaction history.

Account - Update

Update account status, interest rate, credit limit, or nickname.

Collateral Actions (4)

Collateral - Add

Add collateral to a loan. Supports:

• Real Estate, Vehicle, Equipment, Securities, Cash, Other
• Property address (for real estate)
• VIN number (for vehicles)

Collateral - Get

Retrieve collateral information by ID.

Collateral - Update

Update collateral description and estimated value.

Collateral - Delete

Delete collateral from a loan.

Escrow Actions (4)

Escrow - Add

Add escrow to a loan. Supports:

• Property Tax, Insurance, PMI, HOA, Other
• Payment frequency (Monthly, Quarterly, Semi-Annual, Annual)

Escrow - Get

Retrieve escrow information by ID.

Escrow - Update

Update escrow amount, frequency, or description.

Escrow - Delete

Delete escrow from a loan.

Custom API Call

Make a custom API call to any Kinective endpoint with automatic EFXHeader injection.

API Structure

This piece uses the same API structure as Fiserv:

• EFXHeader authentication with Organization ID and Transaction ID
• Party service endpoints (/banking/efx/v1/partyservice/...)
• Account service endpoints (/banking/efx/v1/acctservice/...)
• Loan service endpoints (/banking/efx/v1/loanservice/...)
• JSON request/response format

Version

Current version: 0.0.1

Author

vqnguyen1