Actions39
- Client Actions
- Loan Actions
Overview
This node integrates with the Fineract API to manage client-related operations, specifically allowing users to propose a transfer of a client from one office to another. It is useful in scenarios where an organization needs to reassign clients between different branch offices or locations within their system. For example, a financial institution might use this node to initiate the transfer of a client’s account management to a different regional office.
Properties
| Name | Meaning |
|---|---|
| Client ID | The unique identifier of the client for whom the transfer is being proposed. |
| Destination Office ID | The numeric ID of the office to which the client will be transferred. |
| Transfer Date | The date when the transfer should take place, formatted as YYYY-MM-DD (date and time). |
Output
The node outputs JSON data representing the response from the Fineract API after proposing the client transfer. This typically includes confirmation details about the transfer proposal, such as status, client information, and any relevant metadata returned by the API. There is no indication that binary data is output by this node.
Dependencies
- Requires an API key credential to authenticate with the Fineract API.
- Needs configuration of the base URL and tenant ID for the Fineract platform in the node credentials.
- The node sends requests to the endpoint under
/fineract-provider/api/v1with appropriate headers including tenant identification and content type.
Troubleshooting
Common issues:
- Invalid or missing Client ID or Destination Office ID can cause the API request to fail.
- Incorrect date format for the Transfer Date may result in validation errors.
- Authentication failures if the API key or tenant ID are incorrect or expired.
- Network connectivity issues to the Fineract server.
Error messages:
- "Unauthorized" or "Authentication failed": Check API credentials and tenant ID.
- "Invalid input": Verify that all required fields are provided and correctly formatted.
- "Resource not found": Confirm that the Client ID and Destination Office ID exist in the system.
Links and References
- Fineract API Documentation (general reference for API endpoints and usage)
- n8n documentation on creating custom nodes for further customization guidance