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Service User Account Access for PrecisionLender API

Overview

In order to use the PrecisionLender API at least one Service User account will need to be setup and enabled.  Service User accounts add an additional layer of security and provide a more reliable audit trail.

 

In this Article

 

 

Requirements

  • PrecisionLender user with Manage Users and Manage Access rights
  • Service User API access enabled by PrecisionLender

 

Getting Started

There are two steps involved to setup and manage Service User Accounts:

 

1. Enable a PrecisionLender user to setup the Service Accounts

In the Administration section a user with Manage Access rights will need to add the Manage API Access right to a new or existing Security Profile for users that can create and manage Service User Accounts. For more information on this step visit: Setting Up Security Profiles And Permission

Shows manage API Access checkbox in Administrative Rights option

  

2. Set up and Management of the Service User Account

In the Administration screen on the 'Integrations' section, a user with the Manage API Access right can setup or manage a new Service User account. To add a new Service User account, select 'New' next to Service Users. To edit an existing Service User, select the name from the list.

Shows Service Users List

 

Note

Integration Only users are created during the initial implementation process to be used by a PrecisionLender connector. They cannot be edited.

 

Add New / Edit User

Data_Studio_Service_User.PNG

 

Name
Name required for all API calls
Key
Key required for all API calls
Unique to each Service User account
Client ID
Required for all API calls
PrecisionLender assigned identifier for your bank
Enabled
Service User can be disabled by unchecking this box
Service Users cannot be deleted, only disabled
Service User Roles Assignment
Service Users can have multiple roles (Ex. Admin, User Management or Reporting). 

Note

It is recommended to create separate Service Users for critical use cases such as Data Ingress, CRM Integration or LOS Integration roles to prevent confusion or downtime if keys get removed or regenerated.

Add Partner

In some cases, you may partner with other vendors (such as swap rates providers) and need to provide them with your API credentials. Adding the partner as a Partner Service User will provide them with limited and un-editable access sufficient for their upload needs. This is available via package setting and must be turned on for you by PrecisionLender. Please contact support@precisionlender.com if you'd like to enable this feature.

Shows Add New Partner Service User page with options for name, key, and clientID

 

Name
Name required for all API calls
Key
Key required for all API calls
Unique to each Service User account
Client ID
Required for all API calls
PrecisionLender assigned identifier for your bank
Enabled
Service User can be disabled by unchecking this box
Service Users cannot be deleted, only disabled

 

Security Audit

To view a report of why a Service User call failed, select the 'Security Audit' button from the Service Users section of the 'Regions and Users' section of the Administration screen.

Shows Service User Security Audit report

 

A new window will appear with the following information:

    • Timestamp of the failure
    • The username of the Service User that failed
    • The failure reason, including:
      • Invalid Username
      • Invalid IP address
      • Not provisioned for API access
      • Invalid Category
      • Invalid Key

 

Webhooks 

Please visit our Developer Portal to see more information on webhooks.

 

Next Steps

If you would like to use the PrecisionLender API, please contact us by submitting a support request with "API Access Request" as the subject line. From there the PrecisionLender Integrations team will be in touch to enable access and help you get started.

 

 

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