--- title: "Get portfolio dashboard" method: GET path: "/api/v1/dashboard/portfolio" tags: ["Dashboard"] --- # Get portfolio dashboard `GET /api/v1/dashboard/portfolio` Returns portfolio-level risk, delinquency, and freshness metrics for the requested business date. ## Query parameters - `portfolioId` string, uuid, required — Portfolio identifier. - `asOf` string, date — Business date (YYYY-MM-DD); defaults to today (UTC). - `productIds` string[], nullable — Filter by loan product identifiers (repeat to pass multiple). - `productVersionIds` string[], nullable — Filter by loan product version identifiers (repeat to pass multiple). - `bucketCode` 'current' | '1_30' | '31_60' | '61_90' | '91_plus' | 'par30' | 'par60' | 'par90' — Delinquency bucket code. ## Response `200` OK - PortfolioDashboardHumaBody - `asOfDate` string, date-time, required — Business date the metrics were computed for (RFC3339, UTC midnight). - `delinquencyDistribution` DashboardBucketHumaBody[], nullable, required — Loan count and exposure broken down by delinquency bucket. - `bucketCode` string, required — Delinquency bucket code (one of current, 1_30, 31_60, 61_90, 91_plus, par30, par60, par90). - `bucketLabel` string, required — Human-readable label for the bucket (e.g. "1-30 days"). - `exposureAmount` string, required — Outstanding exposure aggregated for this bucket (decimal string, two-decimal scale). - `loanCount` integer, required — Number of active loans falling into this bucket. - `drillDown` DashboardDrillDownRow[], nullable, required — Per-loan delinquency rows for the requested bucket (empty when none). - `assignedOfficerId` string, required — Identifier (UUID) of the loan officer assigned to the loan. - `assignedOfficerName` string, required — Display name of the assigned loan officer. - `borrowerId` string, required — Borrower identifier (UUID) who holds the loan. - `bucketCode` string, required — Delinquency bucket the loan falls into (one of current, 1_30, 31_60, 61_90, 91_plus, par30, par60, par90). - `daysOverdue` integer, required — Number of days past the earliest unpaid due date as of the business date. - `earliestUnpaidDueDate` string, date-time, required — Due date of the oldest unpaid installment driving the delinquency (RFC3339, UTC). - `exposureAmount` string, required — Outstanding exposure on this loan (decimal string, two-decimal scale). - `loanId` string, required — Loan account identifier (UUID) for this delinquent row. - `productId` string, required — Loan product identifier (UUID) the loan was originated under. - `productVersionId` string, required — Loan product version identifier (UUID) governing this loan's terms. - `freshness` DashboardFreshnessHuma, required - `generatedAt` string, date-time, required — Timestamp when the snapshot was generated (RFC3339, UTC). - `isStale` boolean, required — True when the snapshot is older than the freshness policy allows. - `liveFallbackUsed` boolean, required — True when no usable snapshot existed and metrics were computed live as a fallback. - `policyCode` string, required — Code of the freshness policy applied to evaluate staleness. - `policyPersistedAt` string, date-time, required — Timestamp when the active freshness policy was last persisted (RFC3339, UTC). - `snapshotAsOfDate` string, date-time, required — Business date the source snapshot was computed for (RFC3339, UTC). - `snapshotId` string, required — Identifier (UUID) of the snapshot the metrics were read from; empty when served live. - `source` string, required — Origin of the metrics (e.g. snapshot vs. live computation). - `stalenessReason` string — Explanation of why the data is considered stale; omitted when fresh. - `portfolioId` string, required — Portfolio identifier (UUID) the metrics belong to. - `summary` DashboardSummaryHumaBody, required - `activeLoanCount` integer, required — Number of active (non-closed) loans in the portfolio. - `currentExposure` string, required — Outstanding exposure on non-delinquent (current) loans (decimal string, two-decimal scale). - `delinquentExposure` string, required — Outstanding exposure on delinquent loans (decimal string, two-decimal scale). - `delinquentLoanCount` integer, required — Number of active loans currently in a delinquent bucket. - `disbursementVolume` string, required — Principal disbursed over the period (decimal string, two-decimal scale). - `outstandingExposure` string, required — Total outstanding principal balance across active loans (decimal string, two-decimal scale). - `par30` string, required — Portfolio-at-risk ratio for 30+ days overdue, as a decimal fraction string (e.g. 0.05 = 5%, two-decimal scale). - `par60` string, required — Portfolio-at-risk ratio for 60+ days overdue, as a decimal fraction string (e.g. 0.05 = 5%, two-decimal scale). - `par90` string, required — Portfolio-at-risk ratio for 90+ days overdue, as a decimal fraction string (e.g. 0.05 = 5%, two-decimal scale). - `repaymentVolume` string, required — Principal repaid over the period (decimal string, two-decimal scale). - `trend` DashboardTrendPointHuma[], nullable, required — Month-by-month historical series leading up to the business date. - `asOfDate` string, date-time, required — Business date the trend point was computed for (RFC3339, UTC midnight). - `delinquentExposure` string, required — Outstanding exposure on delinquent loans for the month (decimal string, two-decimal scale). - `delinquentLoanCount` integer, required — Number of active loans in a delinquent bucket during the month. - `disbursementVolume` string, required — Principal disbursed during the month (decimal string, two-decimal scale). - `month` string, required — Calendar month of the trend point in YYYY-MM format. - `outstandingExposure` string, required — Total outstanding principal balance for the month (decimal string, two-decimal scale). - `par30` string, required — Portfolio-at-risk ratio for 30+ days overdue, as a decimal fraction string (e.g. 0.05 = 5%, two-decimal scale). - `par60` string, required — Portfolio-at-risk ratio for 60+ days overdue, as a decimal fraction string (e.g. 0.05 = 5%, two-decimal scale). - `par90` string, required — Portfolio-at-risk ratio for 90+ days overdue, as a decimal fraction string (e.g. 0.05 = 5%, two-decimal scale). - `repaymentVolume` string, required — Principal repaid during the month (decimal string, two-decimal scale). ## Other responses - `default` — Error --- [API](https://skmtc.net/lerian/apis/identity-plugin.md) · [All operations](https://skmtc.net/lerian/apis/identity-plugin/llms.txt) · [OpenAPI document](https://skmtc-service-staging.skmtc.workers.dev/v1/apis/lerian/identity-plugin/versions/25daba385532/schema)