Add automatic signing configuration for loan contracts
11 days ago by ReadMe API
Summary
This update introduces configuration options in the financial product contract templates to require and automate the signing of loan contracts by a specified signer.
Updated endpoints
- FinancialProductConfiguration
- The
contract_templatesproperty now references a new schemaFinancialProductContractTemplatewhich includes an optionalsignature_config.
- The
Changes in definitions
- Added
AutomaticSignerdefinition to specify signer details (email, first name, last name, IP address). - Replaced
ContractTemplatewithFinancialProductContractTemplate, extending it by adding a nullablesignature_configproperty. - Added
SignatureConfigdefinition specifying:signing_fieldsfor positioning signature areas on the contract template.automatic_signerfor automatic signing by a predefined identity.contract_template_nameenum to identify the contract template used.
- Added
SigningFieldto define signature position details including page, position, size, type, and optional mention.
These changes enable financial products to define contract templates that can automatically be signed based on provided configuration, streamlining the loan contract signing workflow.
