PSB Xchange
API Reference/Onboarding Suite

PSB Xchange Onboarding Suite

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Complete suite of APIs for Sourcing Partners to manage Program Leads, Channel Partner Leads, and Partnerships on the PSB Xchange Digital Supply Chain Financing Platform.

PSB Xchange Integration Landscape

ANCHORCORPORATECHANNELPARTNERSOURCINGPARTNER(B2B Platform/ERP)Digital SCF PlatformOnboarding + TransactionAPI SuitesLENDER(Bank/NBFC)LOSLoan OriginationSystemLMSLoan ManagementSystem

Anchor/Channel Partner → Sourcing Partner

Lead Data / Business Information

This document provides 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:

CategoryDetails
Applicable ProductsDealer Finance (DF), Vendor Finance (VF), Sales Invoice Discounting (SID), Purchase Invoice Discounting (PID), Factoring (FACT), Reverse Factoring (REVFACT)
Different Types of Lead PossibleProgram Lead (PGL), Channel Partner Lead (CPL)
What is a Program Lead?For any Anchor Led Financing or Non Anchor Financing facility a Program needs to be setup on the Anchor/Corporate. In Anchor Led Financing (Dealer Finance / Vendor Finance), the program governs broad criterias to onboard Channel Partners (associated with the Program). In Non Anchor Led Financing, the program created is actually the limit/facility setup on the Corporate.
What is a Channel Partner Lead?Channel Partner Lead is used to refer to Leads of Dealers / Distributors / Suppliers associated with a Program (Dealer Finance / Vendor Finance).
Applicable Products for Program Lead (PGL)Dealer Finance (DF), Vendor Finance (VF), Sales Invoice Discounting (SID), Purchase Invoice Discounting (PID), Factoring (FACT), Reverse Factoring (REVFACT)
Applicable Products for Channel Partner Lead (CPL)Dealer Finance (DF), Vendor Finance (VF)

Pre-Requisites for PSB Xchange Sourcing Partner API Integrations

  1. IP Whitelisting: Share the list of IP addresses which need to be whitelisted for both UAT / Production environments.
  2. Webhook Configuration: Expose webhooks to consume the following details from PSB Xchange Platform:
    • Lead Channel Callback
    • Lead Status Callback
  3. Get API Key: Reach out to anuj@psbxchange.com / parul@psbxchange.com / support@psbxchange.com to get an API Key issued. The team will also issue UAT credentials for PSB Xchange Platform to get started.
  4. Obtain API Key: Once you login through the credentials shared, click on Settings and navigate to API Configurations to obtain the API key required for accessing PSB Xchange APIs.
  5. Base URL: https://api.psbxchange.com/v2

Master Reference Values

View the complete set of master values required for PSB Xchange API integrations including Lead Types, Product Codes, Constitution Types, Credit Ratings, Industry Classifications, and more.

View All Masters

Lead Management

APIs for creating and managing Program Leads and Channel Partner Leads on the PSB Xchange platform.

POST

Create Program Lead

/api/process-common
POST

Create Channel Partner Lead

/api/process-common
POST

Get Lead Status

/api/get-status-common

Partnership Management

APIs for managing and retrieving partnership details between Sourcing Partners and Lenders on the PSB Xchange platform.

POST

Get Partnership Details

/v2/api/fintech/partnership-details
POST

Get Additional Lender Details

/v2/api/fintech/remaining-lenders-details

Program Information

APIs for retrieving program-related information including Channel Partners associated with Programs on the PSB Xchange platform.

POST

Get Channel Partners for Program

/v2/api/fintech/channel-partner-details

Callbacks

Webhook callbacks sent by PSB Xchange Platform to Sourcing Partners for real-time status updates on Leads and Transactions.

POST

Lead Channel Callback

/{{sourcing-partner-callback-url}}
POST

Lead Status Callback

{{sourcing-partner-callback-url}}