Replace the partner policy
Replaces the policy. Send the whole object. Fields you leave out return to their defaults. Changes apply to
new actions immediately and to in-flight referrals at their next step. Changing require_send_approval
never recalls a submission that has already gone to a lender.
Authorizations
One client per partner per environment. Access tokens expire after 15 minutes. Scopes are granted per client. Sandbox clients use https://sandbox.api.meet-oj.com/oauth/token.
Body
The rules O.J. follows for your referrals. Read it to know how your account behaves. Replace it to change that. Every field has a default, so an empty policy is a working policy.
When true, each lender submission waits for a person at your company. It arrives in todos as an approve_send item for your team, and the referral is needs_partner until someone approves. Lenders running a program on O.J. usually set this.
Web origins that may open O.J. Embed. localhost is always allowed in the sandbox.
Which of O.J.'s own channels may contact your borrowers. An empty list means O.J. only reaches them through your product: Embed, hosted pages you link to, or your channel connectors.
sms, imessage, email, voice Who the borrower hears from. O.J. does the work either way. With just_refer, O.J. contacts the borrower
directly, introducing itself as working with you, and sends the borrower the link for each to-do. With
work_this_deal, O.J. never contacts the borrower; each to-do arrives in the referral's todos with a link
you place in your own product, so the borrower acts inside your flow.
work_this_deal, just_refer How long a next action's hosted link stays valid without being read.
Response
The policy as saved
The rules O.J. follows for your referrals. Read it to know how your account behaves. Replace it to change that. Every field has a default, so an empty policy is a working policy.
When true, each lender submission waits for a person at your company. It arrives in todos as an approve_send item for your team, and the referral is needs_partner until someone approves. Lenders running a program on O.J. usually set this.
Web origins that may open O.J. Embed. localhost is always allowed in the sandbox.
Which of O.J.'s own channels may contact your borrowers. An empty list means O.J. only reaches them through your product: Embed, hosted pages you link to, or your channel connectors.
sms, imessage, email, voice Who the borrower hears from. O.J. does the work either way. With just_refer, O.J. contacts the borrower
directly, introducing itself as working with you, and sends the borrower the link for each to-do. With
work_this_deal, O.J. never contacts the borrower; each to-do arrives in the referral's todos with a link
you place in your own product, so the borrower acts inside your flow.
work_this_deal, just_refer How long a next action's hosted link stays valid without being read.

