Pipeline Calls

Use Query Parameters to Filter your results
- Utilize the loanFolders attribute to limit loans to a specific pipeline folder (available starting 24.1R)
- Reduce your payload size by limiting the # of loans to be returned in the payload
- Use date limits where applicable.
- When the query parameter of calculateTotalCount=NoWait is included in the request, a calculation of a total loan count that otherwise returned in the X-Total-Count response header attribute will be suppressed. Include this query parameter with the call to optimize performance. If there is a need for that value, you can sum the loan objects returned in the response array directly.
Fine-tune results by defining filter criteria. The filter terms you can query against are:
- CanonicalName (string)
- Value (object)
- MatchType (Exact, StartsWith, MultiValue, etc.)
- Terms (array)
- Operator (and/or)
- Precision (minute, hour, day, month, year, recurring)
- Include (true/false)
Your first call for retrieving pipeline should be with limited payload, for subsequent pages retrieve the bigger limit.
Cache response data when you can on the client side.
Avoid sort if you don’t need to sort data to help with performance.
Performing a pipeline search using admin user improves performance.