Plataforma para el control de gestiones de campo de Kobra
Una plataforma de control potente y muy fácil de usar que te permitirá tener el control de los gestores que necesitan estar en campo haciendo visitas a domicilio.
Empodera a tus personas en campo
Tus personas en campo cuentan con una app móvil con todas las herramientas para capturar información de valor por medio de cuestionarios inteligentes.
Una app que funciona offline
Tus gestores en campo podrán operar aún sin conexión a internet, gracias al potente algoritmo de geolocalización por GPS.
Resultados en tiempo real
En cuanto tu personal en campo finalicen la visita, recibirás una notificación en tu correo y podrás ver toda la información de la visita..
Geolocalización segura
Los gestores solo pueden hacer la visita si están en el domicilio correcto gracias al verificador de geolocalización inteligente de Kobra.
Ten el control de tu personal
Sabrás en todo momento por donde se ha trasladado el personal, visualizándolo en un mapa con su ubicación exacta, nivel de batería y más características.
Business Intelligence
Crea informes personalizados para obtener data de cuando son los horarios con mayor contacto, toma decisiones y comparte la información.
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Casos de éxito

-Import

This API is for upload new accounts in Kobra platform that been aviable to visit by Kobra agents. With this API you can import accounts into Kobra via web services instead file upload. This is faster and more secure.

(POST) /import

Upload or update accounts and payment promises

Upload new accounts to the Kobra platform. If one of the accounts that has been sent already exists in Kobra, your information will be updated.

New domain for this API

The Import Kobra API service works at the domain: https://lservices.kobra.red/api

Note: The parameters marked with yellow color are required. The rest of parameter are optionals and can be or not sent into the request.

Documentation for accounts

Property NameData TypeMax LengthDescriptionRequired
importTypeIDintegerPossible values for this field:
1.-New accounts
2.-Update accounts balances
3.-Update personal information
externalIDstring20 charsD that you provide so that you can easily identify your account, this ID may be the one that is handled internally in your systems.
kobraIDintegerID that we have assigned some Kobra (Manager) within our system, this field allows you to indicate which Kobra will be assigned this account through the import.
branchIDintegerID that we have assigned to a branch / group you can check how to get the branch ID here.
productIDintegerID of the required product
1.-Debt Collection
2.-Address Validation
3.-Bussiness Validation
currencyCodestring2 charsCurrent currency
MX = Pesos
US = Dollars
namestring100 charsAccredited name
firstSurnamestring50 charsAccredited first surname
secondSurnamestring50 charsAccredited second surname
additionalSurnamestring50 charsAccredited additional surname
emailstring100 charsAccredited email
birthdatedate10 chars
Format:
yyyy-mm-dd
Accredited birthdate
rfcstring14 charsRFC
curpstring18 charsCURP
nationalitystring2 charsIt must contain the code of the Nationality of the consumer The possible values are the following:
MX = Mexico
US = United States
residenceTypeIDintegerPossible values for this field:
1.-Owner
2.-Rent
3.-Live with family members
4.-Mortgage Housing
civilStatusstring1 charPossible values for this field:D = Divorced
L = Free Union
C = Married
S = Single
genderstring1 charPossible values for this field:
F = Female
M = Male
ifestring20 charsCode of the Elector credential INE / IFE
dependantsintegerNumber of economic dependents
streetstring200 charsAddress street of the accredited
crossStreetsstring255 charsThe streets closest to the location that intersects the locations’s street.

outdoorNumberstring50 charsOutdoor number
indoorNumberstring50 charsIndoor number
suburbstring50 charsSuburb
citystring50 charsCity
statestring50 charsState
postalCodestring6 charsPostal code
latstring20 charsLatitude of the location of the person’s address.
lngstring20 charsLength of the domicile of the person
addressDatedate10 charsDate from which the person started living there. The date have to following the next format: YYYY-MM-DD
phoneNumberstring12 charsLandline (home, work) to which the person can be contacted
cellphoneNumberstring12 charsPersonal mobile phone of the person
addressTypeIDstring1 charPossible values for this field:N.- Business
O.- Domicile of the grantor
C.- House
P.- Postal Section
E.- Employment
initialCapitalnumberInitial capital
pendingCapitalnumberPending capital
pendingOrdinaryInterestsnumberPending ordinary interests
pendingOverdueInterestnumberPending overdue interest
ivanumberIVA
totalPendingnumberTotal pending
paidCapitalnumberPaid capital
paidOrdinaryInterestnumberPaid ordinary interest
paidOverdueInterestnumberPaid overdue interest
totalPaidnumberTotal paid
pendingPaymentsintegerNumber of pending payments
paymentsDoneintegerNumber of payments done
amountPaymentPeriodicitynumberAverage amount of payments you have made.
lastPaymentDatedate10 charsDate of last payment. The date have to following the next format: YYYY-MM-DD
overdueDaysintegerNumber of days of debt
lastPaymentAmountnumberAmount of the last payment made by the person.
loanDatedate10 charsDate on which the loan was granted. The date have to following the next format: YYYY-MM-DD
paymentInformationBankNamestring20 charsName of the bank to which the payment will be made
paymentInformationAcountHolderstring200 charsName of the account holder to whom the payment will be requested.

paymentInformationAccountReferencestring200 charsReference (if applicable) to make the payment
paymentInformationAccountNumberstring20 charsBank account number
paymentInformationAccountCLABEstring20 charsCLABE
requiredPayment
requiredPaymentMaxDatenumberMinimum payment required
internalAgentsNetworkbooleanIndicates if the account will be visible only for your internal agents network when is true.
When is false indicates that the account will be visible only for Kobra’s agents.
inactivebooleanIf you want to inactive the account, set this value on true.
lenderIDcdcstring10 charsID assigned by «Círculo de Crédito» to the lender.
contractTypestring2 charsProduct assigned to the client.
accountTypestring1 charsType of account that the lender gave to the client.
productoTypestring1 charsType of product that the lender gave to the client.
periodicitystring1 charsIt is the periodicity to make the payments by the client.
overduePeriodsintegerNumber of payments that the client has not made.

Example request

	(POST) servicios.kobra.red/api/import
    {
    	"importTypeID": 1,
    	"accounts":  [ {
    		"externalID": "106",
    		"kobraID": 4563,
    		"branchID": 1,
    		"productID": 1,
    		"currencyCode": "MX",
    		"name": "Antonio",
    		"firstSurname": "mac",
    		"secondSurname": "test",
    		"additionalSurname": "",
    		"email": "[email protected]",
    		"birthdate": "1991-01-01",
    		"rfc": "CUPU800825569",
    		"curp": "BADD110313HCMLNS09",
    		"nationality": "MX",
    		"residenceTypeID": 1,
    		"civilStatus": 1,
    		"gender": "M",
    		"ife": "PEGZAD75121204M00G",
    		"dependants": 6,
    		"street": "some street",
    		"outdoorNumber": "242",
    		"indoorNumber": "424",
    		"suburb": "some suburb",
    		"city": "some city",
    		"state": "some state",
    		"postalCode": "89503",
    		"lat": "20.12",
    		"lng": "12.20",
    		"addressDate": "1992-04-09",
    		"phoneNumber": "6677889900",
    		"cellphoneNumber": "6655443322",
    		"addressTypeID": "O",
    		"initialCapital": 1000,
    		"pendingCapital": 10000,
    		"pendingOrdinaryInterests": 12,
    		"pendingOverdueInterest": 24,
    		"iva": 16,
    		"totalPending": 2000,
    		"paidCapital": 500,
    		"paidOrdinaryInterest": 4,
    		"paidOverdueInterest": 8,
    		"totalPaid": 600,
    		"pendingPayments": 5,
    		"paymentsDone": 3,
    		"amountPaymentPeriodicity": 3000,
    		"lastPaymentDate": "2017-08-06",
    		"overdueDays": 5,
    		"lastPaymentAmount": 3000,
    		"loanDate": "2017-01-01",
    		"requiredPayment": 2000,
    		"requiredPaymentMaxDate": "2018-08-08",
    		"paymentInformationBankName": "some bank",
    		"paymentInformationAcountHolder": "some account holder",
    		"paymentInformationAccountReference": "some account reference",
    		"paymentInformationAccountNumber": "some account number",
    		"paymentInformationAccountCLABE": "some account CLABE",
    		"internalAgentsNetwork": false
    		"inactive": true
    		"lenderIDcdc": "000316"
    		"contractType": "OT"
    		"accountType": "L"
    		"productoType": "F"
    		"periodicity": "M"
    		"overduePeriods": 3
    	}]
    }

Documentation for payment promises

Property NameData TypeMax LengthDescriptionRequired
visitlIDintegerID that Kobra provides you to easily identify your visits, you can find it at «https://dashboard.kobra.red/visits».
paymentPromiseStatusintegerPossible values for this field:
2 = Active
3 = Cover
4 = Uncover
5 = Partial pay

Example request

	(POST) servicios.kobra.red/api/import
	[ {
		"visitID": 1045637,
		"paymentPromiseStatus": 3
	}]

Response

	{
		"data": null
		"error": {
			"type": <string>,
			"message": <string>
		}
	}