This section consists of Database Things and fields description for every thing which is part of the template.

Introduction

To get to the Data section, click the database icon on the left side tabs in Bubble Editor.

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See Bubble manual information when working with data: https://manual.bubble.io/help-guides/working-with-data; https://manual.bubble.io/core-resources/data.

Data Types

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Note: In case you have accidentally deleted a data type - no worries! Bubble lets you restore💪the deleted data type. Clicking on 'show deleted types' or 'show deleted fields' from the Data → Data types tab will reveal the deleted items, and a 'restore' button will appear next to each deleted entry. Simply click 'restore', to restore a field or data type.

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Tip: Aside from the below-listed data types and fields, Bubble creates these default fields visible in each data type: Creator, Modified Date, Created Date and Slug, except for the User data type. The User data type will have the following fields: email, Modified Date, Created Date and Slug. These fields' values can be used in workflows, conditional formatting, etc. To learn more, see the Bubble manual

AdminRights

This data type is storing information regarding the admin rights that can be enabled for admin users to access the admin panel and use its features.

Field Name	Type	Notes
`AdminRights`	yes / no	Indicates if admin users can use their rights.

Bank_account

Bank_accounts represent and hold information about bank accounts authenticated via plaid.

They contain some reference information like name, type, sub_type and some important tokens and ids for Plaid calls.

Field Name	Type	Notes
`dwolla_source_link`	text	Stores the Dwolla source link
`name`	text	Stores the account name.
`number_ending`	text	Stores ending number.
`plaid_account_id`	text	Stores the Plaid account ID.
`plaid_token`	text	Stores the Plaid token.
`stripe_bank_id`	text	Stores the Stripe bank ID.
`stripe_connect_bank_id`	text	Stores the Stripe Connect bank ID.
`stripe_token`	text	Stores the Stripe token.
`sub_type`	text	Stores the bank account sub type.
`type`	text	Stores the bank account type.

Investment

Investments represent the amount of money used to fund a loan. They contain information about the investment like amount, share of loan amount, total_interest_gained, loan_id status etc.

Field Name	Type	Notes
`amount`	number	Stores the investment amount.
`date_completed`	date	Stores the date of completion.
`date_invested`	date	Stores the date when invested is made.
`date_started`	date	Stores the date when investment started.
`grade`	text	Stores the investment grade.
`id`	text	Stores the investment id.
`investor_email`	text	Stores the investor email.
`investor_name`	text	Stores the investor name.
`loan`	loan	Stores the loan.
`loan_id`	text	Stores the loan id.
`rate`	number	Stores the investment rate.
`share`	number	Stores the share value.
`status`	text	Stores the investment status.
`term_months`	number	Stores the number of term months.
`total_interest_gained`	number	Stores the value of total gained interest.
`total_return_amount`	number	Stores the value of total return amount.

Loan

Loans represent loan offers or actual loans given to borrowers on the platform. They contain information about the loan like amount, interest rate, relevant dates, and many other fields most of which are annotated in the editor.

Field Name	Type	Notes
`amount`	number	Stores the loan amount.
`application_step`	number	Stores the number of applications steps.
`apr`	number	Stores the APR. APR is the annual cost of a loan to a borrower — including fees
`available`	yes / no	Stores the availability status. Default value - yes.
`borrower`	`User`	Stores the borrower user.
`borrower_email`	text	Stores the borrower's email.
`borrower_name`	text	Stores the borrower's name.
`charge_off_date`	date	Stores the charge off date.
`current_other_amount`	number	Stores the other amount
`current_payment_amount`	number	Stores the current payment amount.
`current_payment_type`	text	Stores the current payment type.
`current_payoff_amount`	number	Stores the current payoff amount.
`denial_date`	date	Stores the denial date.
`funded`	yes / no	Stores the loan status.
`funded_date`	date	Stores the loan funded date.
`funding_amount`	number	Stores the funding amount.
`funding_percentage`	number	Stores the funding percentage.
`grade`	`loan_grade`	Stores the loan grade.
`id`	text	Stores the loan id.
`interest_balance`	number	Stores the interest balance.
`interest_rate`	number	Stores the interest rate.
`investment`	Investment	Stores the related investment.
`listed`	yes / no	Stores the loan listing status.
`listing_end_date`	date	Stores the listing end date.
`listing_start_date`	date	Stores the listing start date.
`loan_agreement`	file	Stores the loan agreement.
`months_since`	number	Stores the number of months since loan taken
`next_monthly_payment`	number	Stores the amount of next monthly payment.
`next_payment_date`	date	Stores the next payment date.
`origination_date`	date	Stores the loan origination date.
`paid_date`	date	Stores the date to be paid.
`payments`	List of `monthly_payments`	Stores the list of monthly payments.
`principal_balance`	number	Stores the number of principal balance.
`purpose`	text	Stores the loan purpose.
`rating`	text	Stores the loan rating.
`repayment_wf_id`	text	Stores the repayment workflow id.
`status`	text	Stores the loan status.
`submitted_date`	date	Stores the date when submitted.
`TemporaryFundingSchedule`	text	Stores the temporary funding schedule.
`term_months`	number	Stores the term in months.
`total_interests`	number	Stores the total number of interests.
`total_interests_paid`	number	Stores the number of total interests paid.
`total_paid`	number	Stores the number of total paid.
`total_payments_made`	number	Stores the number of payments made
`total_repayment_amount`	number	Stores the total repayment amount
`total_to_return`	number	Stores the total to return.
`verification_stage`	number	Stores the verification stage number.

Loan_grade

Loan_grades or Ratings are guides used to help determine the interest rate to be offered to an intending borrower based on their credit score.

Each loan_grade has a min and max credit score field and borrowers that have scores within that range will have the loan_grades' interest_rate applied to their offers.

Field Name	Type	Notes
`Interest_rate`	number	Stores the interest rate.
`label`	text	Stores the loan grade label.
`max`	number	Stores the max loan number.
`min`	number	Stores the min loan number.

Log

This data type is collecting logs.

Field Name	Type	Notes
`current balance`	text	Stores the user’s current balance.
`current pending balance`	text	Stores the user’s current pending balance.
`Date started`	date	Stores the loan date started.
`name`	text	Stores the name.
`transfer Amount`	text	Stores the transfer amount
`transfer ID`	text	Stores the transfer ID.

Monthly Payment

Monthly_payments are the regularly scheduled payments that are made over the term of the loan. They are created every month with the first one created right after the related loan is originated.

At the same time, an API workflow is scheduled for 1 month ahead which makes the Stripe charge on the user's default_bank_account, creates a new monthly_payment and schedules itself again for 1 month ahead.

Field Name	Type	Notes
`amount`	number	Stores the monthly payment amount.
`balance`	number	Stores the balance.
`date`	date	Stores the monthly payment date.
`date_paid`	date	Stores the date when paid.
`incoming_payment_id`	text	Stores the incoming payment id
`interest_balance`	number	Stores the interest balance.
`interest_portion`	number	Stores the interest portion.
`loan`	loan	Stores the related loan
`principal_balance`	number	Stores the principal balance.
`principal_portion`	number	Stores the principal portion.
`status`	text	Stores the monthly payment status.

Team_member

This data type stores the team members’ information.

Field Name	Type	Notes
`designation`	text	Stores the team member designation.
`name`	text	Stores the team member name.
`photo`	image	Stores the team member photo.
`serial`	number	Stores the team member serial number

Transaction

Transactions are used to track all major financial operations on the platform which are loan payments, account funding, and withdrawals.

Field Name	Type	Notes
`amount`	number	Stores the transaction amount.
`bank`	`bank_account`	Stores the related bank account.
`card`	`card`	Stores the related bank card
`date_completed`	date	Stores the transaction completion date.
`loan`	`loan`	Stores the related loan.
`loan_id`	text	Stores the related loan ID.
`method`	text	Stores the transaction method.
`reference`	text	Stores the transaction reference.
`status`	text	Stores the transaction status.
`type`	text	Stores the transaction type.
`user_email`	text	Stores the user email.

US_State

This data type stores information regarding US states.

Field Name	Type	Notes
`Code`	text	Stores the US state code.
`Name`	text	Stores the US state name.

User

Users are either investors or borrowers on the platform. They store the usual profile info (Photo, Name, Email Address), more detailed personal info (Address, Income, etc), payment- related info (Bank accounts, cards), role-specific objects (investments or loans), and a host of other things.

Field Name	Type	Notes
`accounts`	List of `bank_accounts`	Stores the list of related accounts.
`additional_yearly_income`	number	Stores the additional yearly income.
`alternate_current_loan_request`	`loan`	Stores the current loan request.
`cards`	List of `cards`	Stores the list of owned cards.
`cash_balance`	number	Stores the cash balance amount
`city`	text	Stores the user’s city.
`current_loan_request`	`loan`	Stores the current loan request.
`date_of_birth`	date	Stores the date of birth.
`default_bank_account`	`bank_account`	Stores the default bank account.
`default_card`	`card`	Stores the default card.
`dwolla_customer_link`	text	Stores the Dwolla customer link.
`employer_name`	text	Stores the employer name.
`employer_phone`	text	Stores the employer phone.
`employment_start_month`	text	Stores the employment start month.
`employment_start_year`	text	Stores the employment start year.
`employment_status`	text	Stores the employment status.
`first_name`	text	Stores the first name.
`gov_id`	image	Stores the type of ID document.
`gov_id_back`	image	Stores the back side of ID document.
`gov_id_front`	image	Stores the front side of ID document.
`id_verified`	yes / no	Stores the ID document verification status.
`investments`	List of `investments`	Stores the list of investments.
`investor_signup_step`	number	Stores the number of investor signup steps.
`is_admin`	yes / no	Indicates if the user is admin or not.
`is_borrower`	yes / no	Indicates if the user is borrower or not.
`is_investor`	yes / no	Indicates if the user is investor or not.
`kyc_status`	text	Stores the KYC status. KYC means Know Your Customer and sometimes Know Your Client. KYC or KYC check is the mandatory process of identifying and verifying the client's identity when opening an account and periodically over time. In other words, banks must make sure that their clients are genuinely who they claim to be.
`last_name`	text	Stores the last name.
`loan_grade`	`loan_grade`	Stores the loan grade.
`loans`	List of `loans`	Stores the list of loans.
`location`	text	Stores the user location.
`mobile`	text	Stores the mobile phone.
`monthly_housing_payment`	number	Stores the monthly housing payment.
`occupation`	text	Stores the user’s occupation.
`payslip`	image	Stores the payslip.
`payslip_verified`	yes / no	Stores the payslip verification status.
`pending_cash_balance`	number	Stores the amount of pending cash balance.
`phone`	text	Stores user’s phone.
`ssn`	text	Stores the user’s SSN
`state`	text	Storest the user’s state.
`state_code`	text	Stores the state code.
`street_address`	text	Stores the street address.
`stripe_customer_id`	text	Stores the Stripe customer id.
`stripe_seller_id`	text	Stores the Stripe seller ID.
`us_state`	`US_state`	Stores the name of US State.
`withdrawals`	List of `withdrawals`	Stores the list of withdrawals.
`work_phone`	text	Stores the work phone.
`yearly_income`	number	Stores the yearly income.
`zip_code`	text	Stores the zip code.

Withdrawal

Withdrawals are used to handle fund withdrawals by investors. They contain information like amount, reference, destination bank_account, status etc.

Field Name	Type	Notes
`amount`	number	Stores the withdrawal amount.
`approved_date`	date	Stores the withdrawal date of approval.
`bank_account`	`bank_account`	Stores the related bank account.
`id`	text	Stores the withdrawal ID
`reference`	text	Stores the withdrawal reference.
`status`	text	Stores the withdrawal status
`success_date`	date	Stores the withdrawal success date.
`transaction`	`transaction`	Stores the related transaction.
`user_email`	text	Stores the user email.
`user_name`	text	Stores the user name.

Embedded Notes in Bubble Editor

This template comes with explicit Notes for Database fields, Option sets and their fields, and Privacy rules, which will guide you with the modification process.

In order to preview a Note of any data type or field, click on the 💬 icon.