V3 Create External Organization

Create an external organization.

Usage Notes

  • This API requires the TPO Organization Settings persona access. Configure your persona setting located in the following Encompass settings: Company/User Setup > Personas > External Settings > TPO Organization Settings.
  • All date fields are shown in the UTC format.
  • When useParentInfo is not passed, a default value will be set to true, whereas all the data from parent is inherited. Example: When a user doesn't pass the DBA object, a default value is set to true for useParentInfo, whereas all the data from parent is inherited.
  • While creating the external org, each bank can be added to the same TPO company multiple times since a TPO may have multiple account numbers with the same bank for handling different types of loans.
  • The Committments, LoanCriteria, CustomFields, TpocSetup and Fees tabs are not allowed to be passed in during the create external organization (POST - V3 Create External Organization) operation. These tabs must be updated using the PATCH - V3 Update External Organization endpoint after creation.”
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