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What is a Guarantee?

A Guarantee is Anzi’s commitment to pay the financial institution (the beneficiary) if a covered loan goes into default.
Each guarantee is unique and linked to one loan and one License. It inherits that License’s rules and moves through defined states from creation to closure.

Credit Status Updates

As a financial institution using Anzi, you must report the status of your loan portfolio at least once per month.
You can do this via the API — see Update Credit Status — or directly in our web platform.
These updates keep your guarantees in sync and govern validations, claims, and coverage according to your License.

Guarantee States

Below are the guarantee states exposed by the API and their meanings.
StateDescription
PENDING_ACTIVATIONInitial state when the guarantee is created; coverage has not started.
VALIDATING_PREMIUM_PAYMENTAnzi is validating receipt of the premium payment required to activate coverage.
COVERINGCoverage is active per the License; the loan is protected.
PENDING_CLAIMA claim was submitted but is not yet approved; awaiting loan documents and debt endorsement to Anzi. (Valid only for FIRST LOSS licenses)
CLAIM_APPROVEDClaim approved; payment will be processed.
PAYING_GUARANTEEThe claim payment is being processed.
CLOSEDGuarantee closed and no longer active.
CLAIM_REJECTEDClaim rejected (missing documents, no debt endorsement, or not compliant with License rules).
CANCELEDGuarantee canceled; no coverage in force.
NOVATEDGuarantee replaced by a new one due to loan novation (the original is superseded).

What does “Guarantee Consolidation” mean?

At the cut-off date, Anzi prepares a net settlement that offsets:
  • Premiums due on created guarantees, minus
  • Claims approved during the same period.
This consolidation reduces the number of transactions for both you and Anzi and determines who must pay whom for the period. Net formula: Net Amount = Premiums Due − Claims approved
  • If Net Amount > 0 → the client pays Anzi (premiums).
  • If Net Amount < 0 → Anzi pays the client (claims).

Guarantee Data

Below is a summary of the Guarantee schema fields and their meanings.
FieldTypeDescription
uidstringUnique identifier of the guarantee.
tokenIdnumberNumeric identifier assigned to the guarantee token.
coveragenumberMaximum amount payable if the linked loan defaults. For guarantees created under FIRST LOSS licenses (license.type = FIRST_LOSS), coverage depends exclusively on the amount the user has in their own reserve fund (wallet).
disbursementDatestring (date-time)ISO 8601 date-time. Date and time when the credit was disbursed.
claimDatestring (date-time)ISO 8601 date-time. Date and time when a claim was registered for this guarantee (if any). Nullable.
dueDatestring (date-time)ISO 8601 date-time. Guarantee due date (loan due date plus license grace period).
statusinteger (enum)Operational status. 0=PENDING_ACTIVATION, 1=VALIDATING_PREMIUM_PAYMENT, 2=COVERING, 3=PENDING_CLAIM, 4=CLAIM_APPROVED, 5=PAYING_GUARANTEE, 6=CLOSED, 7=CLAIM_REJECTED, 8=CANCELLED, 9=NOVATED.
creditStatusinteger (enum)Underlying credit status. 0=CURRENT, 1=DELINQUENT, 2=CLAIM_GUARANTEE, 3=NOVATED, 4=PAID.
creditStatusUpdatedAtstring (date-time)ISO 8601 date-time. Timestamp of the last update to creditStatus.
creditPrincipalOutstandingnumberOutstanding principal amount of the credit as of the borrower’s last payment date.
creditLastPaymentDatestring (date-time)ISO 8601 date-time. Date and time of the last credit payment (if any). Nullable.
premiumStatusinteger (enum)Premium processing state. 0=PENDING, 1=PROCESSING, 2=PAID.
premiumnumberPremium amount charged for the guarantee (monetary value).
principalNamestringBorrower or principal name associated with the credit.
loanPaymentDueDatestring (date-time)ISO 8601 date-time. Date and time when the loan payment is/was due.
interestRatenumberCredit interest rate used by the client (optional). Nullable.
loanAmountnumberOriginal loan principal amount linked to this guarantee.
typeinteger (enum)License type: 0=SURETY, 1=FIRST_LOSS.
premiumPercentagenumberPercentage applied to the loan amount to compute the premium.
coveragePercentagenumberPercentage of the principal amount that is covered by the guarantee. For guarantees created under FIRST LOSS licenses (license.type = FIRST_LOSS), coverage depends exclusively on the amount the user has in their own reserve fund (wallet).
externalReferencestringUnique credit reference in your system used to identify the guarantee.
isNovationbooleanIndicates if this guarantee results from a novation of a prior guarantee.