Working with debt collection endpoints
Intro
Use case description on how to receive and update debt collection cases via the Magicline Open API.
Relevant Endpoints
- GET Get Debtors
- GET Get Transfer Details
- POST Confirm transfer retrieval
- POST Update debt collection
Receiving and accepting an integration request
Please refer to Managing Activations.
Retrieving Debt Collection Cases
Once a debt collection run is verified by a studio, the FINANCE_DEBT_COLLECTION_RUN_CREATED
webhook is triggered (see Event types). This event contains an ID (entityId
), referring to the unique debt collection run, containing all cases. However, it won't include the actual debt cases.
Developers are required to fetch information about debtors and debt cases using the following endpoints:
- GET Get Debtors : Returns debtors for specified debtCollectionRunId in slices
- GET Get Transfer Details : Provides holistic data about the transfer including current status, date, client information, etc.
Important information:
-
debtorId
: A unique identifier for the debtor. Note: The ID is unique per studio and not globally. -
collectionCaseId
: The ID of a debtor in a single transfer. Multiple IDs for the same debtor indicates individual debt collection transfers. -
debtId
: An ID of a single debt of a debtor. Necessary for sending case updates.
Both these endpoints utilize the debtCollectionRunId
parameter for reference, which was obtained from the FINANCE_DEBT_COLLECTION_RUN_CREATED
webhook event's field entityId
.
Confirming Debt Collection Case Retrieval
After case retrieval, partners must confirm this action by leveraging the POST Confirm transfer retrieval endpoint. This will inform the studio about a successful data transfer to the partner.
It is highly recommended to confirm the transfer immediately after having received the debt collection cases.
Updating Debt Collection Cases
The handling of updates on cases is carried out via the POST Update debt collection
endpoint. The Open Api Token
assigned during registration is required to authenticate.
Important:
- Updates imply the entirety of a debtor's current state, not the difference from the prior state.
-
collectionCaseIds
must include all Magicline case IDs related to the partner's case. - Payments cumulate. For instance, receiving two payments, one for €10 and another for €15, equates to a total paid amount of €25, not two separate payments.
Additional parameters which can be used by partners:
-
agencyCollectionCaseId
: A partner's case ID used by Magicline for reference. -
publicCollectionCaseId
: An optional public case ID that varies from theagencyCollectionCaseId
, used for client communication.
All debts relating to the partner's case should be provided in debts
(At least one is required, regardless of changes).
Closing a Debt Collection Case
Case closure necessitates setting a closure
type. On applying a POSITIVE
, NEGATIVE
, or REVERSAL
type, the debtor's debt collection status in Magicline is removed, facilitating regular collection processes for future or open debts if the debtor maintains studio membership.
For uncollectible debts due to bankruptcy or special agreements, the partner can optionally employ the WRITE_OFF_REMAINING_DEBTS
closure type.
In the case of REJECTION
, the debtor stays in the debt collection status and all restrictions persist in Magicline. It is mandatory to provide a valid value for rejectionReason
in this case. (see the Open API Documentation for a description of the various reasons: POST Update debt collection endpoint)
If a case has been closed by the partner via closure
, partners can still report payments, increasing the paidAmount
accordingly for Magicline to create a payment in the member account.
Caution: closing a case is considered final! E.g. if one update contains a closure
element with type POSITIVE
the case is closed in Magicline. If a subsequent update doesn't contain a closure
element anymore, the case isn't reopened in Magicline. The member will not be put back into debt collection, until the studio initiates this. This also applies to the WRITE_OFF_REMAINING_DEBTS
parameter: if an update contains a closure without WRITE_OFF_REMAINING_DEBTS
parameter, and a subsequent update contains a closure with this parameter it will not be handled, since the case is already closed on Magiclines side!
Contract Termination Between Studio and Partner
There are two distinguishable scenarios:
- A studio may switch to a new debt collection partner, but the old partner keeps handling the cases it already received. The old partner is still able to send updates via Open API to report payments, case closings, etc. as usual. The only difference is that the old partner doesn’t receive any new cases.
- Contract termination initiated by the studio or the partner. In this case, the following steps might be taken, utilizing the POST Update debt collection endpoint:
-
If initiated by the studio, partners should close the debt collection cases with type as
REJECTION
andrejectionReason
asWITHDRAWN_BY_STUDIO
. -
If initiated by the partner, case closure should happen using
REVERSAL
type.
Procedure for Direct Customer Payment to Studio
Presently, automatic forwarding of payments from the studio to the partner is unavailable.
If a customer pays directly to the studio, the studio must inform the partner and avoid booking payments in Magicline. Instead, partners should report the payment via Open API as if the payment was received directly. Money transfer arrangements between the studio and the partner are at their discretion.