This document will provide schemas for APIs exposed by PSB Platform for any Sourcing Partner Integration. PSB Platform provides APIs for both Program Lead journey as well as Channel Partner Lead Journey. Please find the Key Terminologies before you proceed ahead with PSB Xchange API Integrations is mentioned below:
\nPre-Requisites for PSB Xchange Sourcing Partner API Integrations:
\nThe sourcing partner will need to share the the list of IP addresses which need to be whitelisted for both UAT / Production environments.
\nSourcing partner to expose webhooks to consume the following details from PSB Xchange Platform: a) Lead Channel Callback b) Lead Status Callback
\nFor Detailed Documentation and Master Values, Please refer: https://docs.google.com/spreadsheets/d/10SgHHgADsZjUwnSGcL31c1At_QdVnpo_8mjQtTChHy8/edit?usp=sharing
\nReach out to anuj@psbxchange.com / parul@psbxchange.com / support@psbxchange.com to get an API Key issued to get started with PSB Xchange Lender API Integrations. Team will also be issuing UAT credentials for PSB Xchange Platform to get started.
\nOnce you login through the credentials shared, click on Settings and navigate to API Configurations to obatin the API key required for accessing PSB Xchange APIs.
\nThis API is used to create a Program Lead (Anchor) on the PSB Xchange Platform. It enables a sourcing partner to onboard a new Program Lead (Anchor) by submitting the required details to the platform.
\nBefore using this API, ensure the following conditions are met:
\nProduct Activation: The product should be active for the Sourcing Partner on the PSB Xchange Platform.
\nActive Partnership: There must be an active partnership (for the product) with the lenders tagged as part of the lead.
\nleaddetails[])chooselenders[])authorizedpersondetails[])The Channel Partner Lead (CPL) API enables sourcing partners to onboard new Channel Partner Leads onto the PSB Xchange Platform. This API facilitates the creation of leads for supply chain financing programs, allowing channel partners (dealers, distributors, vendors) to be registered for credit facilities against their anchor relationships.
\nCreate single or multiple Channel Partner Leads in a single API call
\nAssociate leads with specific lenders and programs
\nSubmit comprehensive business and financial information for credit assessment
\nSupport for various product types including Dealer Financing (DF) and Vendor Financing (VF)
\nBefore using this API, ensure the following conditions are met:
\nThis API uses API Key authentication. The API key must be included in the request headers.
\nContact the PSB Xchange Platform administrator to obtain your API key. The key is tied to your fintechpsbplatformid and must be kept secure.
Long-term Rating:
\nShort-term Rating:
\nThese objects capture financial metrics across three fiscal years.
\nPurchase/Sales volume with the anchor (in Lakhs):
\nPercentage dependency on anchor for business:
\nAnnual turnover figures (in Lakhs):
\nProfit After Tax figures (in Lakhs). Negative values indicate losses:
\nArray of Program selections for the lead:
\nArray of authorized contact persons for the lead:
\n{\n \"fintechpsbplatformid\": \"FINT000009\",\n \"leadtype\": \"CPL\",\n \"leaddetails\": [\n {\n \"leadonboardingtype\": \"Self\",\n \"sourcingpartnerleadid\": \"SPID0101202601\",\n \"productcode\": \"DF\",\n \"anchorpannumber\": \"AAWCS8744E\",\n \"channelpartnerpannumber\": \"AACCG0992J\",\n \"leadname\": \"C L GUPTA EXPORTS LIMITED\",\n \"leadprimarygstn\": \"09AACCG0992J1ZC\",\n \"leadconstitution\": \"Company\",\n \"leaddateofincorporation\": \"28-10-2021\",\n \"leadindustryclassification\": \"Cement\",\n \"leadregisteredaddress\": \"Regional Transport office Secunderabad\",\n \"leadminexpectedlimit\": 90,\n \"leadmaxexpectedlimit\": 100,\n \"leadminexpectedroi\": 9.2,\n \"leadmaxexpectedroi\": 9.5,\n \"relationshipvintagewithanchor\": 60,\n \"conductwithanchor\": \"Satisfactory\",\n \"cprecommendationfromanchor\": \"Available\",\n \"channelpartnercategory\": \"Manufacturer\",\n \"anchorrecommendedlimit\": 10.2,\n \"creditperiod\": 90,\n \"ischannelpartnerasme\": \"No\",\n \"externalratinglongterm\": \"AAA\",\n \"externalratingagencylongterm\": \"CRISIL\",\n \"externalratinglongtermratingdate\": \"27-08-2024\",\n \"externalratingshortterm\": \"A1\",\n \"externalratingagencyshortterm\": \"CRISIL\",\n \"externalratingshorttermratingdate\": \"27-08-2024\",\n \"purchasesalesfromtoanchor\": {\n \"currentfyyear\": 200.45,\n \"lastfyyear\": 250.67,\n \"secondlastfyyear\": 260.68\n },\n \"dependencyonanchor\": {\n \"currentfyyear\": 21.2,\n \"lastfyyear\": 23.4,\n \"secondlastfyyear\": 27.8\n },\n \"turnover\": {\n \"currentfyyear\": 4200.5,\n \"lastfyyear\": 5200.6,\n \"secondlastfyyear\": 6400.8\n },\n \"profitaftertax\": {\n \"currentfyyear\": 84.8,\n \"lastfyyear\": -94.2,\n \"secondlastfyyear\": 104.6\n },\n \"chooselenders\": [\n {\n \"psbplatformprogramid\": \"PSBPGL-DF-0235\",\n \"lenderpsbplatformid\": \"LENDER0003\"\n }\n ],\n \"authorizedpersondetails\": [\n {\n \"authorizedpersonname\": \"Akshat\",\n \"authorizedpersonemailid\": \"testcorporate@example.com\",\n \"authorizedpersonmobileno\": \"6529020227\",\n \"tobeusedforonboarding\": \"Yes\",\n \"authorizedpersonbusinessvertical\": \"Operations\",\n \"authorizedpersondesignation\": \"Operations Manager\"\n }\n ],\n \"sourcingpartnerspocname\": \"Jay\",\n \"sourcingpartneremailid\": \"jay@veefin.com\",\n \"sourcingpartnerspocmobileno\": 7028696453,\n \"remarks\": \"DF Facility for CL Gupta Exports\"\n }\n ]\n}\n\n{\n \"code\": 200,\n \"message\": \"Success\",\n \"data\": {\n \"message\": \"Leads added successfully\"\n }\n}\n\nThis API allows Sourcing Partners to obtain the status of any Lead (Program Lead or Channel Partner Lead) that has been pushed onto the PSB Xchange Platform.
\nSourcing Partner Registration:
\nAPI Key:
\nValid PSB Lead ID:
\npsbleadid provided in the request body must correspond to a valid Lead ID on the platform.Fintech PSB Platform ID:
\nfintechpsbplatformid should match the Fintech Code issued by PSB Xchange Platform to the Sourcing Partner.Endpoint: {{psburl}}/v2/api/get-status-common
Method: POST
Headers:
\nContent-Type: application/json
Cookie: JSESSIONID=1407FA81114A216552B893829142D209
API-KEY:
The request body must be sent in JSON format with the following fields:
\nExample Body:
\n{\n \"psbleadid\": \"PSBLEAD04641\",\n \"fintechpsbplatformid\": \"FINT000005\"\n}\n\n{{psburl}}: Base URL for the PSB Xchange Platform (set in environment)
: API key for authentication (set in environment)
Detailed Request/Response Schema:
\n\n","urlObject":{"path":["v2","api","get-status-common"],"host":["{{psburl}}"],"query":[],"variable":[]}},"response":[{"id":"c3e89c76-2512-43e4-bf71-b054bb07da33","name":"PGL Opportunities - Sample Success","originalRequest":{"method":"POST","header":[{"key":"Content-Type","value":"application/json"},{"key":"Cookie","value":"JSESSIONID=1407FA81114A216552B893829142D209"},{"key":"API-KEY","value":""}],"body":{"mode":"raw","raw":"{\n \"psbleadid\": \"PSBLEAD01831\",\n \"fintechpsbplatformid\": \"FINT000005\"\n}","options":{"raw":{"language":"json"}}},"url":"{{psburl}}/v2/api/get-status-common"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Wed, 07 May 2025 13:08:56 GMT"},{"key":"Content-Type","value":"application/json"},{"key":"Transfer-Encoding","value":"chunked"},{"key":"Connection","value":"keep-alive"},{"key":"Vary","value":"Origin"},{"key":"Vary","value":"Access-Control-Request-Method"},{"key":"Vary","value":"Access-Control-Request-Headers"},{"key":"X-Content-Type-Options","value":"nosniff"},{"key":"X-XSS-Protection","value":"0"},{"key":"Cache-Control","value":"no-cache, no-store, max-age=0, must-revalidate"},{"key":"Cache-Control","value":"no-store, max-age=0"},{"key":"Pragma","value":"no-cache"},{"key":"Pragma","value":"no-cache"},{"key":"Expires","value":"0"},{"key":"Expires","value":"0"},{"key":"X-Frame-Options","value":"DENY"},{"key":"Access-Control-Allow-Methods","value":"GET, POST, OPTIONS"},{"key":"Access-Control-Allow-Headers","value":"*"},{"key":"Access-Control-Allow-Credentials","value":"true"}],"cookie":[],"responseTime":null,"body":"{\n \"code\": 200,\n \"message\": \"Success\",\n \"data\": {\n \"productcode\": \"DF\",\n \"psbleadid\": \"PSBLEAD01831\",\n \"psbleadtype\": \"Program Lead\",\n \"customerreferenceid\": \"123e4567-e89b-42d3-a456-556642445000\",\n \"psblaststatusupdatedate\": \"07-05-2025\",\n \"psbstage\": \"Opportunity\",\n \"psbleadstatus\": \"In Progress\"\n }\n}"},{"id":"c31c7b9f-0a14-4fe0-8c3b-bb33404a5bcc","name":"PGL Matches - Match Selected Sample Response","originalRequest":{"method":"POST","header":[{"key":"Content-Type","value":"application/json"},{"key":"Cookie","value":"JSESSIONID=1407FA81114A216552B893829142D209"},{"key":"API-KEY","value":""}],"body":{"mode":"raw","raw":"{\n \"psbleadid\": \"PSBLEAD01567\",\n \"fintechpsbplatformid\": \"FINT000005\"\n}","options":{"raw":{"language":"json"}}},"url":"{{psburl}}/v2/api/get-status-common"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Wed, 07 May 2025 13:09:41 GMT"},{"key":"Content-Type","value":"application/json"},{"key":"Transfer-Encoding","value":"chunked"},{"key":"Connection","value":"keep-alive"},{"key":"Vary","value":"Origin"},{"key":"Vary","value":"Access-Control-Request-Method"},{"key":"Vary","value":"Access-Control-Request-Headers"},{"key":"X-Content-Type-Options","value":"nosniff"},{"key":"X-XSS-Protection","value":"0"},{"key":"Cache-Control","value":"no-cache, no-store, max-age=0, must-revalidate"},{"key":"Cache-Control","value":"no-store, max-age=0"},{"key":"Pragma","value":"no-cache"},{"key":"Pragma","value":"no-cache"},{"key":"Expires","value":"0"},{"key":"Expires","value":"0"},{"key":"X-Frame-Options","value":"DENY"},{"key":"Access-Control-Allow-Methods","value":"GET, POST, OPTIONS"},{"key":"Access-Control-Allow-Headers","value":"*"},{"key":"Access-Control-Allow-Credentials","value":"true"}],"cookie":[],"responseTime":null,"body":"{\n \"code\": 200,\n \"message\": \"Success\",\n \"data\": {\n \"selectedmatches\": [\n {\n \"matchedlendername\": \"PUNJAB NATIONAL BANK\",\n \"matchedlenderpsbplatformid\": \"LENDER0006\"\n },\n {\n \"matchedlendername\": \"INDIAN BANK\",\n \"matchedlenderpsbplatformid\": \"LENDER0001\"\n },\n {\n \"matchedlendername\": \"ADITYA BIRLA FINANCE LTD\",\n \"matchedlenderpsbplatformid\": \"LENDER0009\"\n },\n {\n \"matchedlendername\": \"CENTRAL BANK OF INDIA\",\n \"matchedlenderpsbplatformid\": \"LENDER0004\"\n },\n {\n \"matchedlendername\": \"STATE BANK OF INDIA\",\n \"matchedlenderpsbplatformid\": \"LENDER0011\"\n }\n ],\n \"productcode\": \"DF\",\n \"psbleadid\": \"PSBLEAD01567\",\n \"psbleadtype\": \"Program Lead\",\n \"psblaststatusupdatedate\": \"30-04-2025\",\n \"psbstage\": \"Matches\",\n \"psbleadstatus\": \"Match Selected\"\n }\n}"},{"id":"94a16fea-23be-480f-bae1-36d8bfd5f442","name":"PGL Offers - Offer Awaited Sample Success","originalRequest":{"method":"POST","header":[{"key":"Content-Type","value":"application/json"},{"key":"Cookie","value":"JSESSIONID=1407FA81114A216552B893829142D209"},{"key":"API-KEY","value":""}],"body":{"mode":"raw","raw":"{\n \"psbleadid\": \"PSBLEAD01676\",\n \"fintechpsbplatformid\": \"FINT000005\"\n}","options":{"raw":{"language":"json"}}},"url":"{{psburl}}/v2/api/get-status-common"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Wed, 07 May 2025 13:10:20 GMT"},{"key":"Content-Type","value":"application/json"},{"key":"Transfer-Encoding","value":"chunked"},{"key":"Connection","value":"keep-alive"},{"key":"Vary","value":"Origin"},{"key":"Vary","value":"Access-Control-Request-Method"},{"key":"Vary","value":"Access-Control-Request-Headers"},{"key":"X-Content-Type-Options","value":"nosniff"},{"key":"X-XSS-Protection","value":"0"},{"key":"Cache-Control","value":"no-cache, no-store, max-age=0, must-revalidate"},{"key":"Cache-Control","value":"no-store, max-age=0"},{"key":"Pragma","value":"no-cache"},{"key":"Pragma","value":"no-cache"},{"key":"Expires","value":"0"},{"key":"Expires","value":"0"},{"key":"X-Frame-Options","value":"DENY"},{"key":"Access-Control-Allow-Methods","value":"GET, POST, OPTIONS"},{"key":"Access-Control-Allow-Headers","value":"*"},{"key":"Access-Control-Allow-Credentials","value":"true"}],"cookie":[],"responseTime":null,"body":"{\n \"code\": 200,\n \"message\": \"Success\",\n \"data\": {\n \"psblaststatusupdatedate\": \"30-04-2025\",\n \"productcode\": \"SID\",\n \"psbstage\": \"Offers\",\n \"psbleadstatus\": \"Offer Awaited\",\n \"psbleadid\": \"PSBLEAD01676\",\n \"psbleadtype\": \"Program Lead\"\n }\n}"},{"id":"6aaaff02-7eeb-47f1-98ce-4ca0e2537942","name":"CPL Offers - Offer Awaited Sample Success","originalRequest":{"method":"POST","header":[{"key":"Content-Type","value":"application/json"},{"key":"Cookie","value":"JSESSIONID=1407FA81114A216552B893829142D209"},{"key":"API-KEY","value":""}],"body":{"mode":"raw","raw":"{\n \"psbleadid\": \"PSBLEAD01624\",\n \"fintechpsbplatformid\": \"FINT000005\"\n}","options":{"raw":{"language":"json"}}},"url":"{{psburl}}/v2/api/get-status-common"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Wed, 07 May 2025 13:13:36 GMT"},{"key":"Content-Type","value":"application/json"},{"key":"Transfer-Encoding","value":"chunked"},{"key":"Connection","value":"keep-alive"},{"key":"Vary","value":"Origin"},{"key":"Vary","value":"Access-Control-Request-Method"},{"key":"Vary","value":"Access-Control-Request-Headers"},{"key":"X-Content-Type-Options","value":"nosniff"},{"key":"X-XSS-Protection","value":"0"},{"key":"Cache-Control","value":"no-cache, no-store, max-age=0, must-revalidate"},{"key":"Cache-Control","value":"no-store, max-age=0"},{"key":"Pragma","value":"no-cache"},{"key":"Pragma","value":"no-cache"},{"key":"Expires","value":"0"},{"key":"Expires","value":"0"},{"key":"X-Frame-Options","value":"DENY"},{"key":"Access-Control-Allow-Methods","value":"GET, POST, OPTIONS"},{"key":"Access-Control-Allow-Headers","value":"*"},{"key":"Access-Control-Allow-Credentials","value":"true"}],"cookie":[],"responseTime":null,"body":"{\n \"code\": 200,\n \"message\": \"Success\",\n \"data\": {\n \"psblaststatusupdatedate\": \"28-04-2025\",\n \"productcode\": \"DF\",\n \"psbstage\": \"Offers\",\n \"psbleadstatus\": \"Offer Awaited\",\n \"psbleadid\": \"PSBLEAD01624\",\n \"psbleadtype\": \"Channel Partner Lead\"\n }\n}"},{"id":"5fc0c01b-cc6f-46ac-8f84-a7c8e97e3ab8","name":"CPL Matches - No Match Found Sample Success","originalRequest":{"method":"POST","header":[{"key":"Content-Type","value":"application/json"},{"key":"Cookie","value":"JSESSIONID=1407FA81114A216552B893829142D209"},{"key":"API-KEY","value":""}],"body":{"mode":"raw","raw":"{\n \"psbleadid\": \"PSBLEAD01745\",\n \"fintechpsbplatformid\": \"FINT000002\"\n}","options":{"raw":{"language":"json"}}},"url":"{{psburl}}/v2/api/get-status-common"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Wed, 07 May 2025 13:16:44 GMT"},{"key":"Content-Type","value":"application/json"},{"key":"Transfer-Encoding","value":"chunked"},{"key":"Connection","value":"keep-alive"},{"key":"Vary","value":"Origin"},{"key":"Vary","value":"Access-Control-Request-Method"},{"key":"Vary","value":"Access-Control-Request-Headers"},{"key":"X-Content-Type-Options","value":"nosniff"},{"key":"X-XSS-Protection","value":"0"},{"key":"Cache-Control","value":"no-cache, no-store, max-age=0, must-revalidate"},{"key":"Cache-Control","value":"no-store, max-age=0"},{"key":"Pragma","value":"no-cache"},{"key":"Pragma","value":"no-cache"},{"key":"Expires","value":"0"},{"key":"Expires","value":"0"},{"key":"X-Frame-Options","value":"DENY"},{"key":"Access-Control-Allow-Methods","value":"GET, POST, OPTIONS"},{"key":"Access-Control-Allow-Headers","value":"*"},{"key":"Access-Control-Allow-Credentials","value":"true"}],"cookie":[],"responseTime":null,"body":"{\n \"code\": 200,\n \"message\": \"Success\",\n \"data\": {\n \"productcode\": \"DF\",\n \"psbleadid\": \"PSBLEAD00601\",\n \"psbleadtype\": \"Channel Partner Lead\",\n \"customerreferenceid\": \"123e4567-e89b-42d3-a456-556642440009\",\n \"psblaststatusupdatedate\": \"19-03-2025\",\n \"psbstage\": \"Matches\",\n \"psbleadstatus\": \"No Match Found\"\n }\n}"},{"id":"480f2795-22ab-49d6-819d-2a7c05e6d2b9","name":"CPL Offers - Offer Accepted Sample Response","originalRequest":{"method":"POST","header":[{"key":"Content-Type","value":"application/json"},{"key":"Cookie","value":"JSESSIONID=1407FA81114A216552B893829142D209"},{"key":"API-KEY","value":""}],"body":{"mode":"raw","raw":"{\n \"psbleadid\": \"PSBLEAD01745\",\n \"fintechpsbplatformid\": \"FINT000002\"\n}","options":{"raw":{"language":"json"}}},"url":"{{psburl}}/v2/api/get-status-common"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Wed, 07 May 2025 13:23:56 GMT"},{"key":"Content-Type","value":"application/json"},{"key":"Transfer-Encoding","value":"chunked"},{"key":"Connection","value":"keep-alive"},{"key":"Vary","value":"Origin"},{"key":"Vary","value":"Access-Control-Request-Method"},{"key":"Vary","value":"Access-Control-Request-Headers"},{"key":"X-Content-Type-Options","value":"nosniff"},{"key":"X-XSS-Protection","value":"0"},{"key":"Cache-Control","value":"no-cache, no-store, max-age=0, must-revalidate"},{"key":"Cache-Control","value":"no-store, max-age=0"},{"key":"Pragma","value":"no-cache"},{"key":"Pragma","value":"no-cache"},{"key":"Expires","value":"0"},{"key":"Expires","value":"0"},{"key":"X-Frame-Options","value":"DENY"},{"key":"Access-Control-Allow-Methods","value":"GET, POST, OPTIONS"},{"key":"Access-Control-Allow-Headers","value":"*"},{"key":"Access-Control-Allow-Credentials","value":"true"}],"cookie":[],"responseTime":null,"body":"{\n \"code\": 200,\n \"message\": \"Success\",\n \"data\": {\n \"offerdetails\": [\n {\n \"lendername\": \"CENTRAL BANK OF INDIA\",\n \"lenderpsbplatformid\": \"LENDER0004\",\n \"channelpartnerlimit\": 100000000,\n \"channelpartnerinteresttype\": \"Monthly\",\n \"graceperioddays\": 7,\n \"stopsupplydays\": 5,\n \"graceperiodapplicable\": \"Applicable\",\n \"stopsupplyapplicable\": \"Applicable\",\n \"fldgapplicable\": \"Applicable\",\n \"fldgofferedby\": \"Anchor Corporate\",\n \"channelpartnerroibenchmarkcode\": \"MCLR - 3M\",\n \"currentbenchmarkrateforchannelpartner\": 7.6,\n \"channelpartnerpenalinterestrate\": 2,\n \"channelpartnerroi\": 10.2,\n \"channelpartnertenor\": 90,\n \"channelpartnerofferactiveperiod\": 15,\n \"channelpartnerofferdate\": \"05-05-2025\",\n \"psbroispread\": 2.6,\n \"channelpartnermarginpercentage\": 10,\n \"channelpartnerprocessingfeecharges\": 2,\n \"channelpartnerprocessingfeeapplicable\": \"Applicable\",\n \"psbplatformprogramid\": \"PSBPGL-DF-0086\",\n \"fldgpercentage\": 5,\n \"lenderoffertermsconditions\": [\n {\n \"lendercpofferconditions\": \"Cond 1\",\n \"index\": 1\n },\n {\n \"lendercpofferconditions\": \"cond 2\",\n \"index\": 2\n }\n ]\n }\n ],\n \"productcode\": \"DF\",\n \"psbleadid\": \"PSBLEAD01745\",\n \"psbleadtype\": \"Channel Partner Lead\",\n \"customerreferenceid\": \"123e4567-e89b-42d3-a456-556642440009\",\n \"psblaststatusupdatedate\": \"05-05-2025\",\n \"psbstage\": \"Offers\",\n \"psbleadstatus\": \"Offer Accepted\"\n }\n}"},{"id":"159fbea7-eb4c-49f2-a34d-72f63fef734c","name":"PGL Offers - 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3M\",\n \"currentbenchmarkrateforprogram\": 7.4,\n \"programpenalinterestrate\": 2,\n \"programroi\": 9.9,\n \"programtenor\": 90,\n \"psbroispread\": 2.5,\n \"programsanctiondate\": \"06-08-2025\",\n \"finalmoudate\": \"06-08-2025\",\n \"companyid\": \"PSBCORP104\",\n \"companyname\": \"I T C LIMITED\",\n \"psbplatformprogramid\": \"PSBPGL-DF-0171\",\n \"lenderoffertermsconditions\": [\n {\n \"lenderprogramconditions\": \"Approve Program\",\n \"index\": 1,\n \"lenderofferconditions\": \"Test Confition 1\"\n }\n ]\n },\n \"productcode\": \"DF\",\n \"psbleadid\": \"PSBLEAD04641\",\n \"psbleadtype\": \"Program Lead\",\n \"psblaststatusupdatedate\": \"06-08-2025\",\n \"psbstage\": \"Programs\",\n \"psbleadstatus\": \"Active\"\n }\n}"}],"_postman_id":"1d16b881-dc8e-42c0-8c22-901d750cacc7"},{"name":"Lead Channel Callback","id":"30613229-7216-4b93-a9b2-04d2ce856e31","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[{"key":"accept","value":"application/json"},{"key":"content-length","value":"334"},{"key":"content-type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"customerreferenceid\": \"123e4567-e89b-42d3-a456-556642445000\",\n \"overallbulkuploadstatus\": \"Success\",\n \"leaddetails\": [\n {\n \"leadstatus\": \"Active\",\n \"psbplatformid\": \"PSBLEAD09595\",\n \"sourcingpartnerleadid\": \"SOURCINGPARTNERID01\",\n \"errorcode\": \"\",\n \"errormessage\": \"\",\n \"leadtimestamp\": \"26-1-2026 10:59:25.093\"\n }\n ],\n \"responsetimestamp\": \"26-1-2026 10:59:25.135\"\n}","options":{"raw":{"language":"json"}}},"url":"https://psbxchange.free.beeceptor.com/samplecasecreation","description":"This callback endpoint is invoked by the PSB Xchange platform to notify sourcing partners about the status of lead/case creation operations. When a sourcing partner submits leads to the PSB platform, this callback provides confirmation of successful case creation along with platform-generated identifiers and any error details for failed operations.
\nThis is typically used in bulk upload/lead addition scenarios where multiple leads are processed, and the platform needs to communicate back the results of the processing operation.
\nThe callback sends a JSON payload with the following structure:
\nThe leaddetails array contains objects with the following fields:
All timestamp fields in this callback use the format: DD-M-YYYY HH:mm:ss.SSS
DD: Day of month (1-31, no leading zero for single digits)
\nM: Month (1-12, no leading zero for single digits)
\nYYYY: Four-digit year
\nHH: Hour in 24-hour format (00-23)
\nmm: Minutes (00-59)
\nss: Seconds (00-59)
\nSSS: Milliseconds (000-999)
\nExample: 26-1-2026 10:59:25.135 represents January 26, 2026, at 10:59:25 AM and 135 milliseconds.
Sourcing Partner Submission: A sourcing partner submits one or more leads to the PSB Xchange platform via the Lead API, providing a customerreferenceid for tracking.
Platform Processing: The PSB platform validates and processes each lead, creating cases in the system and generating unique psbplatformid values.
Callback Invocation: Upon completion of processing, the platform invokes this callback endpoint at the sourcing partner's registered URL with the results (Lead Channel Callback as configured in Lender's PSB Xchange API Configurations.
\nPartner Reconciliation: The sourcing partner receives the callback, maps psbplatformid values to their internal sourcingpartnerleadid references, and updates their systems accordingly.
overallbulkuploadstatus = \"Success\": All leads in the batch were processed successfully. All leaddetails entries should have leadstatus = \"Active\" and populated psbplatformid values.
overallbulkuploadstatus = \"Failure\": All leads in the batch failed processing. All leaddetails entries should have error codes and messages populated.
overallbulkuploadstatus = \"Partial Success\": Some leads succeeded while others failed. The leaddetails array will contain a mix of successful and failed entries.
When errorcode and errormessage are populated:
The psbplatformid may be empty or contain a placeholder value
The leadstatus will typically be \"Rejected\" or \"Failed\"
Partners should log these errors and potentially retry submission after correcting the issues
\nIdempotency: Implement idempotent handling using customerreferenceid to prevent duplicate processing if the callback is received multiple times.
Validation: Validate the callback payload structure and required fields before processing.
\nMapping: Maintain a mapping table between sourcingpartnerleadid and psbplatformid for future reference and tracking.
Error Logging: Log all failed leads with their error codes and messages for troubleshooting and reprocessing.
\nResponse: Return an appropriate HTTP status code (200 OK for successful receipt, 4xx/5xx for errors) to acknowledge callback receipt.
\n{\n \"customerreferenceid\": \"123e4567-e89b-42d3-a456-556642445000\",\n \"overallbulkuploadstatus\": \"Success\",\n \"leaddetails\": [\n {\n \"leadstatus\": \"Active\",\n \"psbplatformid\": \"PSBLEAD09595\",\n \"sourcingpartnerleadid\": \"SOURCINGPARTNERID01\",\n \"errorcode\": \"\",\n \"errormessage\": \"\",\n \"leadtimestamp\": \"26-1-2026 10:59:25.093\"\n }\n ],\n \"responsetimestamp\": \"26-1-2026 10:59:25.135\"\n}\n\n{\n \"customerreferenceid\": \"123e4567-e89b-42d3-a456-556642445001\",\n \"overallbulkuploadstatus\": \"Failure\",\n \"leaddetails\": [\n {\n \"leadstatus\": \"Rejected\",\n \"psbplatformid\": \"\",\n \"sourcingpartnerleadid\": \"SOURCINGPARTNERID02\",\n \"errorcode\": \"VAL_001\",\n \"errormessage\": \"Invalid mobile number format - must be 10 digits\",\n \"leadtimestamp\": \"26-1-2026 11:05:30.250\"\n }\n ],\n \"responsetimestamp\": \"26-1-2026 11:05:30.300\"\n}\n\n{\n \"customerreferenceid\": \"123e4567-e89b-42d3-a456-556642445002\",\n \"overallbulkuploadstatus\": \"Partial Success\",\n \"leaddetails\": [\n {\n \"leadstatus\": \"Active\",\n \"psbplatformid\": \"PSBLEAD09596\",\n \"sourcingpartnerleadid\": \"SOURCINGPARTNERID03\",\n \"errorcode\": \"\",\n \"errormessage\": \"\",\n \"leadtimestamp\": \"26-1-2026 11:10:15.100\"\n },\n {\n \"leadstatus\": \"Rejected\",\n \"psbplatformid\": \"\",\n \"sourcingpartnerleadid\": \"SOURCINGPARTNERID04\",\n \"errorcode\": \"DUP_001\",\n \"errormessage\": \"Duplicate lead detected - lead already exists in system\",\n \"leadtimestamp\": \"26-1-2026 11:10:15.150\"\n }\n ],\n \"responsetimestamp\": \"26-1-2026 11:10:15.200\"\n}\n\nAuthentication: Ensure the callback endpoint is secured with the appropriate API key authentication (as shown in the headers: api-key: BdW9J0sxrim78v9qhVcgsEa5K89ksHRSpVb-_)
Content-Type: The callback will always send application/json
HTTP Method: POST
\nExpected Response: HTTP 200 OK with optional acknowledgment body
\nThis API allows Sourcing Partners to retrieve the details of all, active, or inactive Lender Partnerships on the PSB Xchange Platform. It is especially useful for Sourcing Partners to identify and showcase the Lenders to which a new Program Lead can be tagged when pushing a new Program Lead to the PSB Xchange Platform.
\nThe Sourcing Partner must be registered/onboarded on the PSB Xchange Platform.
\nA valid API key (API-KEY) must be provided in the request headers.
Endpoint: {{psburl}}/v2/api/fintech/partnership-details
Method: POST
Send a JSON object in the request body with the following fields:
\n{\n \"partnershipstatus\": \"string\", // Required. Filter for partnership status. Allowed values: \"ALL\", \"Active\", \"In-Active\"\n \"fintechpsbplatformid\": \"string\" // Required. Unique identifier for the Sourcing Partner on PSB Xchange. Example: \"FINT000005\"\n}\n\nEnsure that the API key is valid and corresponds to the registered Sourcing Partner.
\nThe endpoint uses environment variables ({{psburl}}, ) for flexibility across environments.
The API will return partnership details based on the filters provided in the request body.
\n{{psburl}}: Base URL for the PSB Xchange Platform (set in the active environment)
: API key for the Sourcing Partner (set in the active environment)
This API is used by Sourcing Partners to retrieve the details of all Channel Partners associated with a particular Program on the PSB Xchange Platform. It is applicable for both Dealer Financing and Vendor Financing products.
\nThe Sourcing Partner must be registered/onboarded on the PSB Xchange Platform.
\nA valid API key must be provided in the request header (API-KEY).
Endpoint: {{psburl}}/v2/api/fintech/channel-partner-details
Method: POST
Headers:
\nAPI-KEY: (string, required) — Your assigned API key.
Content-Type: application/json
Send a JSON object in the request body with the following fields:
\nExample Request Body:
\n{\n \"psbidentifier\": \"PSBPGL-DF-0003\",\n \"fintechpsbplatformid\": \"FINT000005\",\n \"channelpartnertype\": \"Active\"\n}\n\nEnsure that the variables {{psburl}} and are set in your active environment.
The API will return details of all Channel Partners mapped to the specified program, filtered by the provided type.
\nUse the correct identifiers as per your onboarding details.
\nSaved Example: See the \"Success Response\" example attached to this request for a sample response.
\nSchema Details: https://bit.ly/4eZXEdP
\nThis API is used by Sourcing Partners to retrieve details of all Lenders who are onboarded and in an Active state on the PSB Xchange Platform but are not yet partnered with the Sourcing Partner (Fintech). The response includes:
\nLender details
\nProducts activated by each Lender
\nCount of Programs available for each Lender on the PSB Xchange Platform (segregated product-wise)
\nThe Sourcing Partner (Fintech) must be registered/onboarded on the PSB Xchange Platform.
\nA valid API key (API-KEY) must be provided in the request header.
Endpoint: {{psburl}}/v2/api/fintech/remaining-lenders-details
Method: POST
Headers:
\nAPI-KEY: (required)
Content-Type: application/json
Send a JSON object in the request body with the following fields:
\n{\n \"fintechpsbplatformid\": \"string\", // Unique ID of the Sourcing Partner (Fintech) on PSB Xchange Platform. Example: \"FINT000005\"\n \"filterproductcode\": \"string\" // Product code to filter results. Use \"ALL\" for all products, or specify a product code (e.g., \"DF\").\n}\n\nfintechpsbplatformid (string, required): Unique identifier for the Sourcing Partner (Fintech) on the PSB Xchange Platform. Example: FINT000005.
filterproductcode (string, required): Product code to filter the lenders. Use ALL to fetch for all products, or specify a particular product code (e.g., DF).
Ensure that the API key and platform ID are valid and active.
\nThe API will only return lenders who are not already partnered with the requesting Sourcing Partner.
\nUse environment variables ({{psburl}}, ) for flexibility across environments.
This contains the details of all APIs required by the Sourcing Partner to perform the following action on PSB Xchange Platform.
\nDetails of the APIs
\nStandard Error Codes for PSB Xchange Platform APIs:
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