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Question About Automating Custom Field Updates via Encompass API

Hi everyone,

I'm currently working on automating some workflows in Encompass using the Developer Connect API, and I’ve run into a bit of a snag.

Is there a recommended way to update custom fields (like CX fields) programmatically for a loan file via the Encompass API? Specifically:

Can this be done through the PATCH or PUT endpoints on the /loans/{loanId} route?

Are there any known limitations or field types that cannot be updated this way?

Is the fieldData object still the best method, or has there been an updated approach?

I’ve reviewed the API docs, but I’m not finding a definitive example that shows how to structure the payload for custom field updates.

If anyone has successfully implemented this, I’d love to see a sample request payload or hear how you handled validation issues.

Thanks in advance!

— James

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