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ICE Mortgage Technology

An origination platform and the largest vendor surface on record, covering both of the platform's own integration frameworks.

The record for ICE Mortgage Technology is the integration in provider capacity. No commercial relationship in any other direction is described.

The origination platform holds the loan file, so every mortgage product that reads or writes a loan reaches it through this integration. Both frameworks the platform publishes are covered: a guided one with pre-approved service categories that appears inside the platform's own services tab, and an open one for calls outside those categories.

Desktop and web variants of the platform behave differently on record locking, and the integration was tested against each separately rather than assumed equivalent.

Catalogue entries

Modelled as entries in the product catalogue, named after this vendor. The operations below are what they declare.

EncompassAdapter
filed under Adapters
Encompass
filed under Integration

How the integration works

The two catalogue entries split by altitude. One orders services, receives results and writes them into the loan; the other is a field-level adapter translating canonical loan data into and out of the platform's own model in both directions. The generalised adapter sitting above every origination platform is LOS.

Entitlements are declared rather than assumed. The integration names the exact field pointers in the loan file it requires — borrower tax identifier, residence postal code, and the rest — so a lender can review the list before granting anything, instead of approving broad access.

Credit ordering through this platform is one of the recorded flows: a credit report request, a transaction handler, a custom input form path, and a service order, each its own committed flow file.

Operations

Platform

PUT /blobs/{blob_id}/presigned-urls/{action}

Create Report Download URL

createPresignedUrl

Create Report Download URL creates a presigned URL in Staircase. It expires one hour after creation.

If partner provides a report in the documents, you can generate a download url with using staircase blob ID.

Response
application/json

Presigned URL created successfully.

{
  "upload": {
    "url": "https://dev-data-manager-blobs-bucket.s3.amazonaws.com/01EZY9J8SEFM2JKDJ1Q3YX65HS"
  }
}
Parameters
3
ParameterTypeExampleDescription
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Environment API Key.
blob_id required string path 01EZY9J8SEFM2JKDJ1Q3YX65HS Blob identifier
action required string path upload Action, one of one of ['upload', 'download']
Response 200application/json
2 fields

Presigned URL created successfully.

FieldTypeDescription
uploadobjectAction
urlstringPresigned_url
downloadobjectAction
urlstringPresigned_url
Response 403application/json
2 fields

403 invalid error

FieldTypeDescription
messagestringError message.
urlstringError additional URL.
Other responses

400404

GET /products/encompass-adapter/request-schema

Retrieve Request Collection Schema

retrieveRequestSchema

Retrieve Request Schema retrieves a JSON schema for the request collection that you can provide to the invocation. If you'd like to retrieve some examples for the request collection, use return_examples=True query parameter.

Response
application/json

Successfully returned the list of elements needed for product waterfall.

{
  "data": {
    "example": {
      "people": [
        {
          "@id": "01FD6ZKZD7WGZXYFGJBVPVP2Q5",
          "has_first_name": {
            "has_value": "John"
          },
          "has_last_name": {
            "has_value": "Jackson"
          },
          "has_birth_date": {
            "has_value": "12/28/1958"
          },
          "has_taxpayer_identifier_value": {
            "has_value": "666234390"
          },
          "with_address": [
            "01FD6ZNGJADZ0RB1H96FSE8BAB"
          ],
          "contact_at": [
            "01FD6ZNGJW9X96WGWX2BD37CFY"
          ]
        }
      ],
      "addresses": [
        {
          "@id": "01FD6ZNGJADZ0RB1H96FSE8BAB",
          "@type": "address",
          "has_address_line_1_text": {
            "has_value": "33 IRVING PLACE"
          },
          "has_address_line_2_text": {
            "has_value": "a"
          },
          "has_city_name": {
            "has_value": "NEW YORK"
          },
          "has_state_code": {
            "has_value": "NY"
          },
          "has_postal_code": {
            "has_value": "10003"
          },
          "has_country_name": {
            "has_value": "US"
          }
        }
      ],
      "contact_information": [
        {
          "@id": "01FD6ZNGJW9X96WGWX2BD37CFY",
          "@type": "contact_information",
          "has_email_address": {
            "has_value": "test@test.com"
          }
        }
      ],
      "employment": [
        {
          "provided_by": [
            "01FD6ZNGME8E1JFD342F7WDK8V"
          ]
        }
      ],
      "loans": [
        {
          "with_borrower": [
            "01FD6ZKZD7WGZXYFGJBVPVP2Q5"
          ]
        }
      ],
      "organizations": [
        {
          "@id": "01FD6ZNGNFKY3B7CX0YN6NH56E",
          "@type": "customer"
        }
      ]
    }
  },
  "metadata": {}
}
Parameters
2
ParameterTypeExampleDescription
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Environment API Key.
return_examples boolean query false If included and set to `true`, returns one or more pre-filled examples that conform to the schema. Default to `false`
Response 200application/json
1 fields

Successfully returned the list of elements needed for product waterfall.

FieldTypeDescription
schemaobjectElement key / value
Response 400application/json
1 fields

Error

FieldTypeDescription
messagestringMessage
Response 403application/json
2 fields

403 invalid error

FieldTypeDescription
messagestringError message.
urlstringError additional URL.
Response 404application/json
1 fields

Resource not found

FieldTypeDescription
messagestringError Message.
Response 500application/json
1 fields

Internal server error

FieldTypeDescription
messagestringError message.
GET /products/encompass-adapter/response-schema

Retrieve Response Collection Schema

retrieveResponseSchema

Retrieve Response Schema retrieves a JSON schema for the request collection that you can provide to the invocation. If you'd like to retrieve some examples for the request collection, use return_examples=True query parameter.

Response
application/json

Successfully returned the list of elements of response of the product waterfall.

{
  "data": {
    "example": {
      "people": [
        {
          "@id": "01FD6ZKZD7WGZXYFGJBVPVP2Q5",
          "has_first_name": {
            "has_value": "John"
          },
          "has_last_name": {
            "has_value": "Jackson"
          },
          "has_birth_date": {
            "has_value": "12/28/1958"
          },
          "has_taxpayer_identifier_value": {
            "has_value": "666234390"
          },
          "with_address": [
            "01FD6ZNGJADZ0RB1H96FSE8BAB"
          ],
          "contact_at": [
            "01FD6ZNGJW9X96WGWX2BD37CFY"
          ]
        }
      ],
      "addresses": [
        {
          "@id": "01FD6ZNGJADZ0RB1H96FSE8BAB",
          "@type": "address",
          "has_address_line_1_text": {
            "has_value": "33 IRVING PLACE"
          },
          "has_address_line_2_text": {
            "has_value": "a"
          },
          "has_city_name": {
            "has_value": "NEW YORK"
          },
          "has_state_code": {
            "has_value": "NY"
          },
          "has_postal_code": {
            "has_value": "10003"
          },
          "has_country_name": {
            "has_value": "US"
          }
        }
      ],
      "contact_information": [
        {
          "@id": "01FD6ZNGJW9X96WGWX2BD37CFY",
          "@type": "contact_information",
          "has_email_address": {
            "has_value": "test@test.com"
          }
        }
      ],
      "employment": [
        {
          "provided_by": [
            "01FD6ZNGME8E1JFD342F7WDK8V"
          ]
        }
      ],
      "loans": [
        {
          "with_borrower": [
            "01FD6ZKZD7WGZXYFGJBVPVP2Q5"
          ]
        }
      ],
      "organizations": [
        {
          "@id": "01FD6ZNGNFKY3B7CX0YN6NH56E",
          "@type": "customer"
        }
      ]
    }
  },
  "metadata": {}
}
Parameters
2
ParameterTypeExampleDescription
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Environment API Key.
return_examples boolean query false If included and set to `true`, returns one or more pre-filled examples that conform to the schema. Default to `false`
Response 200application/json
1 fields

Successfully returned the list of elements of response of the product waterfall.

FieldTypeDescription
schemaobjectElement key / value element
Response 400application/json
1 fields

Error

FieldTypeDescription
messagestringMessage
Response 403application/json
2 fields

403 invalid error

FieldTypeDescription
messagestringError message.
urlstringError additional URL.
Response 404application/json
1 fields

Resource not found

FieldTypeDescription
messagestringError Message.
Response 500application/json
1 fields

Internal server error

FieldTypeDescription
messagestringError message.

CRM

POST /products/dailyai/invocations

Single Loan Transaction API Integration

invokeSingleLoanTransactionProductFlow

Single Loan Transaction

This endpoint adds a CRM transaction data to DailyAI and returns the result in staircase-graph language.

product_flow_name = "single-loan-transaction"

You need to create new addresses, contact_information, documents, loan_statuses, loans, people, properties, property_valuations, down_payments, loan_terms, loan_programs, ltvs, sales_contracts, closing_information, loan_products and locks arrays in collection.

Show the rest

addresses array has 1 object element:

  • This element contains Encompass loan's property address data.
  • You need to give unique string id inside @id field, property_address value inside @type field.
  • You need to give the address text 1 of an Encompass loan property inside has_address_line_1_text/has_value, the address text 2 of an Encompass loan property inside has_address_line_2_text/has_value, the city of an Encompass loan property inside has_city_name/has_value, the state of an Encompass loan property inside has_state_code/has_value, the postal code of an Encompass loan property inside has_postal_code/has_value.

contact_information array has 13 object elements:

  • First object of contact_information:
  • You need to give unique string id(contact_at element's value of people borrower object) inside @id field, contact_information value inside @type field.
  • You need to give the email address of Encompass loan borrower inside has_email_address/has_value field, the phone number of Encompass loan borrower inside has_phone_number/has_value field.
  • Second object of contact_information:
  • You need to give unique string id(contact_at element's value of people co_borrower object) inside @id field, contact_information value inside @type field.
  • You need to give the email address of Encompass loan coborrower inside has_email_address/has_value field, the phone number of Encompass loan coborrower inside has_phone_number/has_value field.
  • Third object of contact_information:
  • You need to give unique string id(contact_at element's value of people broker object) inside @id field, contact_information value inside @type field.
  • You need to give the email address of Encompass loan's broker inside has_email_address/has_value field, the phone number of Encompass loan's broker inside has_phone_number/has_value field.
  • Fourth object of contact_information:
  • You need to give unique string id(contact_at element's value of people builder object) inside @id field, contact_information value inside @type field.
  • You need to give the email address of Encompass loan's builder inside has_email_address/has_value field, the phone number of Encompass loan's builder inside has_phone_number/has_value field.
  • Fifth object of contact_information:
  • You need to give unique string id(contact_at element's value of people buyer_agent object) inside @id field, contact_information value inside @type field.
  • You need to give the email address of Encompass loan's buying agent inside has_email_address/has_value field, the phone number of Encompass loan's buying agent inside has_phone_number/has_value field.
  • Sixth object of contact_information:
  • You need to give unique string id(contact_at element's value of people certified_public_accountant object) inside @id field, contact_information value inside @type field.
  • You need to give the email address of Encompass loan's certified public accountant inside has_email_address/has_value field, the phone number of Encompass loan's certified public accountant inside has_phone_number/has_value field.
  • Seventh object of contact_information:
  • You need to give unique string id(contact_at element's value of people financial_advisor object) inside @id field, contact_information value inside @type field.
  • You need to give the email address of Encompass loan's financial advisor inside has_email_address/has_value field, the phone number of Encompass loan's financial advisor inside has_phone_number/has_value field.
  • Eighth object of contact_information:
  • You need to give unique string id(contact_at element's value of people insurance_agent object) inside @id field, contact_information value inside @type field.
  • You need to give the email address of Encompass loan's insurance agent inside has_email_address/has_value field, the phone number of Encompass loan's insurance agent inside has_phone_number/has_value field.
  • Ninth object of contact_information:
  • You need to give unique string id(contact_at element's value of people seller_coordinator object) inside @id field, contact_information value inside @type field.
  • You need to give the email address of Encompass loan's seller coordinator inside has_email_address/has_value field, the phone number of Encompass loan's seller coordinator inside has_phone_number/has_value field.
  • Tenth object of contact_information:
  • You need to give unique string id(contact_at element's value of people loan_coordinator object) inside @id field, contact_information value inside @type field.
  • You need to give the email address of Encompass loan's buyer coordinator inside has_email_address/has_value field, the phone number of Encompass loan's buyer coordinator inside has_phone_number/has_value field.
  • Eleventh object of contact_information:
  • You need to give unique string id(contact_at element's value of people title_holder object) inside @id field, contact_information value inside @type field.
  • You need to give the email address of Encompass loan's title has_email_address/has_value field, the phone number of Encompass loan's title inside has_phone_number/has_value field.
  • Twelfth object of contact_information:
  • You need to give unique string id(contact_at element's value of people ("@type"=attorney and "has_represented_party_type.has_value"="borrower") object) inside @id field, contact_information value inside @type field.
  • You need to give the email address of Encompass loan's buyer attorney has_email_address/has_value field, the phone number of Encompass loan's buyer attorney inside has_phone_number/has_value field.
  • Thirteenth object of contact_information:
  • You need to give unique string id(contact_at element's value of people ("@type"=attorney and "has_represented_party_type.has_value"="other") object) inside @id field, contact_information value inside @type field.
  • You need to give the email address of Encompass loan's seller attorney has_email_address/has_value field, the phone number of Encompass loan's seller attorney inside has_phone_number/has_value field.

documents array has 1 object elements. It is related with the loan application:

  • You need to give unique string id inside @id field, loan_application value inside @type field.
  • You need to give @id field's values of borrower and co_borrower inside with_borrower array.

loan_statuses array has 1 object elements:

  • You need to give unique string id inside @id field, loan_status value inside @type field.
  • You need to give Encompass loan status value inside has_loan_status_identifier/has_value field.

loans array has 1 object elements:

  • You need to give Encompass loan id inside @id field, loan value inside @type field, Encompass loan's estimated closing date inside has_source_identifier/has_value, and Encompass loan's funding date inside has_loan_funding_date/has_value
  • You need to give @id field's values of loan_application(document) inside with_loan_application array.
  • You need to give @id field's values of loan_status inside with_loan_status array.
  • You need to give @id field's value of subject_property inside secured_by_property array.
  • You need to give @id field's value of down_payment inside with_down_payment array.
  • You need to give @id field's value of loan_terms inside with_loan_terms array.
  • You need to give @id field's value of loan_program inside with_loan_program array.
  • You need to give @id field's value of ltv inside with_ltv array.
  • You need to give @id field's value of closing_information inside with_closing_information array.
  • You need to give @id field's value of loan_product inside with_loan_product array.

people array has 14 object elements:

  • First object of people:
  • You need to give Encompass loan officer id inside @id field, loan_officer value inside @type field and Encompass instance id inside has_source_identifier/has_value.
  • Second object of people:
  • You need to give unique string id inside @id field, borrower value inside @type field.
  • You need to give the firstname of an Encompass loan borrower inside has_first_name/has_value, the lastname of an Encompass loan borrower inside has_last_name/has_value
  • You need to give unique string value inside contact_at array's element. This value should match one object's '@id' of contact_information array
  • Third object of people:
  • You need to give unique string id inside @id field, co_borrower value inside @type field.
  • You need to give the firstname of an Encompass loan coborrower inside has_first_name/has_value, the lastname of an Encompass loan coborrower inside has_last_name/has_value
  • You need to give unique string value inside contact_at array's element. This value should match one object's '@id' of contact_information array
  • Fourth object of people:
  • You need to give unique string id inside @id field, broker value inside @type field.
  • You need to give the firstname of an Encompass loan broker inside has_first_name/has_value, the lastname of an Encompass loan broker inside has_last_name/has_value
  • You need to give unique string value inside contact_at array's element. This value should match one object's '@id' of contact_information array
  • Fifth object of people:
  • You need to give unique string id inside @id field, builder value inside @type field.
  • You need to give the firstname of an Encompass loan builder inside has_first_name/has_value, the lastname of an Encompass loan builder inside has_last_name/has_value
  • You need to give unique string value inside contact_at array's element. This value should match one object's '@id' of contact_information array
  • Sixth object of people:
  • You need to give unique string id inside @id field, buyer_agent value inside @type field.
  • You need to give the firstname of an Encompass loan buyer agent inside has_first_name/has_value, the lastname of an Encompass loan buyer agent inside has_last_name/has_value
  • You need to give unique string value inside contact_at array's element. This value should match one object's '@id' of contact_information array
  • Seventh object of people:
  • You need to give unique string id inside @id field, certified_public_accountant value inside @type field.
  • You need to give the firstname of an Encompass loan certified public accountant inside has_first_name/has_value, the lastname of an Encompass loan certified public accountant inside has_last_name/has_value
  • You need to give unique string value inside contact_at array's element. This value should match one object's '@id' of contact_information array
  • Eighth object of people:
  • You need to give unique string id inside @id field, financial_advisor value inside @type field.
  • You need to give the firstname of an Encompass loan financial advisor inside has_first_name/has_value, the lastname of an Encompass loan financial advisor inside has_last_name/has_value
  • You need to give unique string value inside contact_at array's element. This value should match one object's '@id' of contact_information array
  • Ninth object of people:
  • You need to give unique string id inside @id field, insurance_agent value inside @type field.
  • You need to give the firstname of an Encompass loan insurance agent inside has_first_name/has_value, the lastname of an Encompass loan insurance agent inside has_last_name/has_value
  • You need to give unique string value inside contact_at array's element. This value should match one object's '@id' of contact_information array
  • Tenth object of people:
  • You need to give unique string id inside @id field, seller_coordinator value inside @type field.
  • You need to give the firstname of an Encompass loan seller coordinator inside has_first_name/has_value, the lastname of an Encompass loan seller coordinator inside has_last_name/has_value
  • You need to give unique string value inside contact_at array's element. This value should match one object's '@id' of contact_information array
  • Eleventh object of people:
  • You need to give unique string id inside @id field, loan_coordinator value inside @type field.
  • You need to give the firstname of an Encompass loan buyer coordinator inside has_first_name/has_value, the lastname of an Encompass loan buyer coordinator inside has_last_name/has_value
  • You need to give unique string value inside contact_at array's element. This value should match one object's '@id' of contact_information array
  • Twelfth object of people:
  • You need to give unique string id inside @id field, title_holder value inside @type field.
  • You need to give the firstname of an Encompass loan title inside has_first_name/has_value, the lastname of an Encompass loan title inside has_last_name/has_value
  • You need to give unique string value inside contact_at array's element. This value should match one object's '@id' of contact_information array
  • Thirteenth object of people:
  • You need to give unique string id inside @id field, attorney value inside @type field.
  • You need to give the firstname of an Encompass loan buyer attorney inside has_first_name/has_value, the lastname of an Encompass loan buyer attorney inside has_last_name/has_value
  • You need to give borrower inside has_represented_party_type/has_value.
  • You need to give unique string value inside contact_at array's element. This value should match one object's '@id' of contact_information array
  • Fourteenth object of people:
  • You need to give unique string id inside @id field, attorney value inside @type field.
  • You need to give the firstname of an Encompass loan seller attorney inside has_first_name/has_value, the lastname of an Encompass loan buyer attorney inside has_last_name/has_value
  • You need to give other inside has_represented_party_type/has_value.
  • You need to give unique string value inside contact_at array's element. This value should match one object's '@id' of contact_information array

properties array has 1 object elements:

  • You need to give unique string id inside @id field, subject_property value inside @type field.
  • You need to give @id field's value of property_address inside with_address array.
  • You need to give @id field's value of sales_contract inside with_sales_contract array.
  • You need to give @id field's value of subject_property_valuation inside with_value array.
  • You need to give the 'occupancy type' of an Encompass loan inside has_property_current_usage_type/has_value

property_valuations array has 1 object elements:

  • You need to give unique string id inside @id field, subject_property_valuation value inside @type field.
  • You need to give Encompass loan's appraised value inside has_property_valuation_amount/has_value field.

down_payments array has 1 object elements:

  • You need to give unique string id inside @id field, down_payment value inside @type field.
  • You need to give Encompass loan's down payment inside has_down_payment_amount/has_value field.

loan_terms array has 1 object elements:

  • You need to give unique string id inside @id field, loan_terms value inside @type field.
  • You need to give Encompass loan amortization term inside has_amortization_term_months_count/has_value
  • You need to give Encompass loan amount inside has_note_amount/has_value field.
  • You need to give Encompass loan rate payment inside has_note_rate_percent/has_value field.
  • You need to give Encompass loan purpose payment inside has_loan_purpose_type/has_value field.
  • You need to give Encompass loan type payment inside has_mortgage_type/has_value field.

loan_programs array has 1 object elements:

  • You need to give unique string id inside @id field, loan_program value inside @type field.
  • You need to give Encompass loan program inside has_loan_program_identifier/has_value field.

ltvs array has 1 object elements:

  • You need to give unique string id inside @id field, ltv value inside @type field.
  • You need to give Encompass loan value inside has_ltv_ratio_percent/has_value field.

sales_contracts array has 1 object elements:

  • You need to give unique string id inside @id field, property_sales_contract value inside @type field.
  • You need to give Encompass loan sales price inside has_sales_contract_amount/has_value field.

closing_information array has 1 object elements:

  • You need to give unique string id inside @id field, closing_information value inside @type field.
  • You need to give Encompass loan actual closing date inside has_closing_date/has_value field.

loan_products array has 1 object elements:

  • You need to give unique string id inside @id field, loan_product value inside @type field.
  • You need to give @id field's value of lock inside with_lock array.

locks array has 1 object elements:

  • You need to give unique string id inside @id field, lock value inside @type field.
  • You need to give Encompass loan lock date inside has_lock_datetime/has_value field.
  • You need to give Encompass loan lock expiration date inside has_lock_expiration_datetime/has_value field.

Unmapped missing fields from Staircase Graph to DailyAI:

  • homeWarrantyContact object
  • incomne field
  • fundedDate field
  • posId field

When these unmapped missing fields are mapped, the documentation will be updated.

Example request payload:

{
 "addresses": [
 {
 "@id": "01GMDENWW0DN844A89DVD2BMSF",
 "@type": "property_address",
 "has_address_line_1_text": {
 "has_value": "4321 CulDeSac Street"
 },
 "has_city_name": {
 "has_value": "Someplace"
 },
 "has_postal_code": {
 "has_value": "02723"
 },
 "has_state_code": {
 "has_value": "MA"
 }
 }
 ],
 "contact_information": [
 {
 "@id": "01GMDENWW094ER2ECJXJZXVAM2",
 "@type": "contact_information",
 "has_email_address": {
 "has_value": "supriya.gopal@elliemae.com"
 },
 "has_phone_number": {
 "has_value": "123-456-7891"
 }
 },
 {
 "@id": "01GMDENWW02BG8YE3GAVXV6K28",
 "@type": "contact_information",
 "has_email_address": {
 "has_value": "test@test.com"
 },
 "has_phone_number": {
 "has_value": "123-456-7891"
 }
 },
 {
 "@id": "brokerContact1",
 "@type": "contact_information",
 "has_email_address": {
 "has_value": "broker@broker.com"
 },
 "has_phone_number": {
 "has_value": "111-111-1111"
 }
 },
 {
 "@id": "builderContact1",
 "@type": "contact_information",
 "has_email_address": {
 "has_value": "builder@builder.com"
 },
 "has_phone_number": {
 "has_value": "111-111-1112"
 }
 },
 {
 "@id": "buyingAgentContact1",
 "@type": "contact_information",
 "has_email_address": {
 "has_value": "buyingagent@buyingagent.com"
 },
 "has_phone_number": {
 "has_value": "111-111-1113"
 }
 },
 {
 "@id": "cpaContact1",
 "@type": "contact_information",
 "has_email_address": {
 "has_value": "cpa@cpa.com"
 },
 "has_phone_number": {
 "has_value": "111-111-1114"
 }
 },
 {
 "@id": "financialAdvisorContact1",
 "@type": "contact_information",
 "has_email_address": {
 "has_value": "financialadvisor@financialadvisor.com"
 },
 "has_phone_number": {
 "has_value": "111-111-1115"
 }
 },
 {
 "@id": "insuranceAgentContact1",
 "@type": "contact_information",
 "has_email_address": {
 "has_value": "insuranceagent@insuranceagent.com"
 },
 "has_phone_number": {
 "has_value": "111-111-1116"
 }
 },
 {
 "@id": "sellerCoordinatorContact1",
 "@type": "contact_information",
 "has_email_address": {
 "has_value": "sellercoordinator@sellercoordinator.com"
 },
 "has_phone_number": {
 "has_value": "111-111-1117"
 }
 },
 {
 "@id": "buyerCoordinatorContact1",
 "@type": "contact_information",
 "has_email_address": {
 "has_value": "buyercoordinator@buyercoordinator.com"
 },
 "has_phone_number": {
 "has_value": "111-111-1118"
 }
 },
 {
 "@id": "titleContact1",
 "@type": "contact_information",
 "has_email_address": {
 "has_value": "title@title.com"
 },
 "has_phone_number": {
 "has_value": "111-111-1119"
 }
 },
 {
 "@id": "buyerAttorneyContact1",
 "@type": "contact_information",
 "has_email_address": {
 "has_value": "buyerattorney@buyerattorney.com"
 },
 "has_phone_number": {
 "has_value": "111-111-1120"
 }
 },
 {
 "@id": "sellerAttorneyContact1",
 "@type": "contact_information",
 "has_email_address": {
 "has_value": "sellerattorney@sellerattorney.com"
 },
 "has_phone_number": {
 "has_value": "111-111-1121"
 }
 }
 ],
 "documents": [
 {
 "@id": "01GMDENWW0P6MY2EKFZFA94A6B",
 "@type": "loan_application",
 "with_borrower": [
 "01GMDENWW00NFVWWBJM3K645BD",
 "01GMDENWW01SSXFGNWDQBRFWSN"
 ]
 }
 ],
 "loan_statuses": [
 {
 "@id": "01GMDENWW0KHBK735TA3V2RAXE",
 "@type": "loan_status",
 "has_loan_status_identifier": {
 "has_value": "Started"
 }
 }
 ],
 "loans": [
 {
 "@id": "5c835f3f-14ca-49f5-9e38-99195d56a131",
 "@type": "loan",
 "has_loan_estimated_closing_date": {
 "has_value": "2012-04-23T18:25:43.511Z"
 },
 "has_loan_funding_date": {
 "has_value": "2012-04-23T18:25:43.511Z"
 },
 "with_loan_application": [
 "01GMDENWW0P6MY2EKFZFA94A6B"
 ],
 "with_loan_status": [
 "01GMDENWW0KHBK735TA3V2RAXE"
 ],
 "secured_by_property": [
 "sbp1"
 ],
 "with_down_payment": [
 "ldp1"
 ],
 "with_loan_terms": [
 "llt1"
 ],
 "with_loan_program": [
 "llp1"
 ],
 "with_ltv": [
 "lltv1"
 ],
 "with_closing_information": [
 "lci1"
 ],
 "with_loan_product": [
 "lp1"
 ]
 }
 ],
 "people": [
 {
 "@id": "admin",
 "@type": "loan_officer",
 "has_source_identifier": {
 "has_value": "TEBE11229152"
 }
 },
 {
 "@id": "01GMDENWW00NFVWWBJM3K645BD",
 "@type": "co_borrower",
 "contact_at": [
 "01GMDENWW094ER2ECJXJZXVAM2"
 ],
 "has_first_name": {
 "has_value": "amy"
 },
 "has_last_name": {
 "has_value": "america"
 }
 },
 {
 "@id": "01GMDENWW01SSXFGNWDQBRFWSN",
 "@type": "borrower",
 "contact_at": [
 "01GMDENWW02BG8YE3GAVXV6K28"
 ],
 "has_first_name": {
 "has_value": "andy"
 },
 "has_last_name": {
 "has_value": "america"
 }
 },
 {
 "@id": "broker1",
 "@type": "broker",
 "contact_at": [
 "brokerContact1"
 ],
 "has_first_name": {
 "has_value": "BrokerFirstName"
 },
 "has_last_name": {
 "has_value": "BrokerLastName"
 }
 },
 {
 "@id": "builder1",
 "@type": "builder",
 "contact_at": [
 "builderContact1"
 ],
 "has_first_name": {
 "has_value": "BuilderFirstName"
 },
 "has_last_name": {
 "has_value": "BuilderLastName"
 }
 },
 {
 "@id": "buyingAgent1",
 "@type": "buyer_agent",
 "contact_at": [
 "buyingAgentContact1"
 ],
 "has_first_name": {
 "has_value": "BuyingAgentFirstName"
 },
 "has_last_name": {
 "has_value": "BuyingAgentLastName"
 }
 },
 {
 "@id": "cpa1",
 "@type": "certified_public_accountant",
 "contact_at": [
 "cpaContact1"
 ],
 "has_first_name": {
 "has_value": "CpaFirstName"
 },
 "has_last_name": {
 "has_value": "CpaLastName"
 }
 },
 {
 "@id": "financialAdvisor1",
 "@type": "financial_advisor",
 "contact_at": [
 "financialAdvisorContact1"
 ],
 "has_first_name": {
 "has_value": "FinancialAdvisorFirstName"
 },
 "has_last_name": {
 "has_value": "FinancialAdvisorLastName"
 }
 },
 {
 "@id": "insuranceAgent1",
 "@type": "insurance_agent",
 "contact_at": [
 "insuranceAgentContact1"
 ],
 "has_first_name": {
 "has_value": "InsuranceAgentFirstName"
 },
 "has_last_name": {
 "has_value": "InsuranceAgentLastName"
 }
 },
 {
 "@id": "sellerCoordinator1",
 "@type": "seller_coordinator",
 "contact_at": [
 "sellerCoordinatorContact1"
 ],
 "has_first_name": {
 "has_value": "SellerCoordinatorFirstName"
 },
 "has_last_name": {
 "has_value": "SellerCoordinatorLastName"
 }
 },
 {
 "@id": "buyerCoordinator1",
 "@type": "loan_coordinator",
 "contact_at": [
 "buyerCoordinatorContact1"
 ],
 "has_first_name": {
 "has_value": "BuyerCoordinatorFirstName"
 },
 "has_last_name": {
 "has_value": "BuyerCoordinatorLastName"
 }
 },
 {
 "@id": "title1",
 "@type": "title_holder",
 "contact_at": [
 "titleContact1"
 ],
 "has_first_name": {
 "has_value": "TitleFirstName"
 },
 "has_last_name": {
 "has_value": "TitleLastName"
 }
 },
 {
 "@id": "buyerAttorney1",
 "@type": "attorney",
 "contact_at": [
 "buyerAttorneyContact1"
 ],
 "has_first_name": {
 "has_value": "BuyerAttorneyirstName"
 },
 "has_last_name": {
 "has_value": "BuyerAttorneyLastName"
 },
 "has_represented_party_type": {
 "has_value": "borrower"
 }
 },
 {
 "@id": "sellerAttorney1",
 "@type": "attorney",
 "contact_at": [
 "sellerAttorneyContact1"
 ],
 "has_first_name": {
 "has_value": "SellerAttorneyirstName"
 },
 "has_last_name": {
 "has_value": "SellerAttorneyLastName"
 },
 "has_represented_party_type": {
 "has_value": "other"
 }
 }
 ],
 "properties": [
 {
 "@id": "sbp1",
 "@type": "subject_property",
 "has_property_current_usage_type": {
 "has_value": "primary_residence"
 },
 "has_amortization_term_months_count": {
 "has_value": 360
 },
 "with_address": [
 "01GMDENWW0DN844A89DVD2BMSF"
 ],
 "with_sales_contract": [
 "psc1"
 ],
 "with_value": [
 "appraisedValue1"
 ]
 }
 ],
 "property_valuations": [
 {
 "@id": "appraisedValue1",
 "@type": "subject_property_valuation",
 "has_property_valuation_amount": {
 "has_value": 1000
 }
 }
 ],
 "down_payments": [
 {
 "@id": "ldp1",
 "@type": "down_payment",
 "has_down_payment_amount": {
 "has_value": 1000
 }
 }
 ],
 "loan_terms": [
 {
 "@id": "llt1",
 "@type": "loan_terms",
 "has_note_amount": {
 "has_value": 1234
 },
 "has_note_rate_percent": {
 "has_value": 7.5
 },
 "has_loan_purpose_type": {
 "has_value": "purchase"
 },
 "has_mortgage_type": {
 "has_value": "fha"
 }
 }
 ],
 "loan_programs": [
 {
 "@id": "llp1",
 "@type": "loan_program",
 "has_loan_program_identifier": {
 "has_value": "Indentured Servitude"
 }
 }
 ],
 "ltvs": [
 {
 "@id": "lltv1",
 "@type": "ltv",
 "has_ltv_ratio_percent": {
 "has_value": 1000.1
 }
 }
 ],
 "sales_contracts": [
 {
 "@id": "psc1",
 "@type": "property_sales_contract",
 "has_sales_contract_amount": {
 "has_value": 1000
 }
 }
 ],
 "closing_information": [
 {
 "@id": "lci1",
 "@type": "closing_information",
 "has_closing_date": {
 "has_value": "2012-04-23T18:25:43.511Z"
 }
 }
 ],
 "loan_products": [
 {
 "@id": "lp1",
 "@type": "loan_product",
 "with_lock": [
 "lpl1"
 ]
 }
 ],
 "locks": [
 {
 "@id": "lpl1",
 "@type": "lock",
 "has_lock_datetime": {
 "has_value": "2012-04-23T18:25:43.511Z"
 },
 "has_lock_expiration_datetime": {
 "has_value": "2012-04-23T18:25:43.511Z"
 }
 }
 ]
}

After calling single-loan-transaction product flow invocation, you can retrieve this invocation status using this API. Parameter product_name should be dailyai and invocation_id parameter should be the invocation_id value in the product flow invocation response body.

Historical Loan Transaction

In order to send loan historical loan update, the same input as for single-loan-transaction should be created. This time putting historical-loan-transaction in product_flow_name field.

product_flow_name = "historical-loan-transaction"

Create Transaction

You can create a transaction and use transaction_id in your request body of product API calls. Please check this API.

Retrieve Transaction Collections

You can use this API to retrieve collections used in same transaction.

Retrieve a Transaction's Collection

You can use this API to retrieve a transaction's collection.

Request
application/json
{
  "transaction_id": "01FV0H1MPRMAF6JAHJ6BAPYF9X",
  "product_flow_name": "single-loan-transaction",
  "request_collection_id": "01FV0H1MWC9N5F71DG0W79V0H3"
}
Response
application/json

Successfully started flow invocation.

{
  "invocation_id": "9aefb465-90fb-4d50-8ae6-2df2b58373f4",
  "invocation_mode": "single_flow",
  "invocation_status": "STARTED",
  "product_flow_name": "single-loan-transaction",
  "transaction_id": "01F6NAMXWN2XVBD1YJ92A6S6R4",
  "request_collection_id": "01F6NAQ4894HPMCBGB4P0G95XK",
  "response_collection_id": "01F6NAQ4894HPMCBGB4P0G78HG",
  "widget_url": "",
  "_links": {
    "health_metrics": "https://YOUR_ENVIRONMENT_DOMAIN.staircaseapi.com/code-health-checker/metric/01F6NAMXWN2XVBD1YJ92A6S6R4?product_name=<redacted>"
  }
}
Parameters
1
ParameterTypeExampleDescription
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Environment API Key.
Request bodyapplication/json
10 fields
FieldTypeDescription
product_flow_namestringProduct flow name. If it is not specified, the default product flow will be invoked. If the product has no default product flow, the first created flow will be invoked. Cannot be specified together with vendor_name.
vendor_namestringVendor name. Cannot be specified together with product_flow_name.
transaction_idstringTransaction ID used for invocation.
request_collection_idstringRequest Collection ID.
response_collection_idstringResponse Collection ID.
callback_urlstring (uri)Callback URL.
request_dataobjectRequest JSON body.
tagsstring[]List of tags.
optionsobjectAdditional information that should be passed to the connector but not be added to the request collection.
invocation_modestringThe invocation mode of a product flow single_flow or waterfall, default value single_flow
Response 201application/json
12 fields

Successfully started flow invocation.

FieldTypeDescription
invocation_idrequiredstringInvocation ID.
invocation_statusrequiredstringThe status of the invocation.STARTED
transaction_idrequiredstringTransaction ID.
request_collection_idrequiredstringRequest collection ID.
response_collection_idrequiredstringResponse collection ID.
product_flow_namestringProduct flow name.
metadataobjectThe metadata of the invoked product flow.
callback_urlstringCallback URL.
request_dataobjectThe data for the request collection.
tagsstring[]List of tags.
optionsobjectAdditional information that should be passed to the connector but not be added to the request collection.
widget_urlstringProduct widget URL listening on the connector widget URL
Response 400application/json
1 fields

Request data failed validation

FieldTypeDescription
messageone ofMessage
Response 403application/json
2 fields

403 invalid error

FieldTypeDescription
messagestringError message.
urlstringError additional URL.
Response 404application/json
1 fields

Resource not found

FieldTypeDescription
messagestringMessage
POST /products/encompass-dailyai/invocations

Move Historic Loan CRM data of a Loan Officer from Encompass to DailyAI

invokeMoveLOLoansFromEncompassToDailyAIProductFlow

Move Loan CRM data of a Loan Officer from Encompass to DailyAI

Move Loan CRM data of a Loan Officer from Encompass to DailyAI

This endpoint moves historic loan CRM data of a Loan Officer from Encompass to DailyAI.

product_flow_name = "move-lo-loans-from-encompass-to-dailyai"

You need to create a new people arrays in collection.

people array has 3 object elements:

  • First object of people:
  • You need to give Encompass loan officer id inside @id field, loan_officer value inside @type field and Encompass instance id inside has_source_identifier/has_value.

You can also specify number of loans to be retrieved as 'limit' in options field. In addition, in order to get loans modified at specific dates set 'start_date' and 'end_date' parameters in 'options'. Default value for limit is 1000. Maximum amount of loans to be retrieved at a time is 2500. Example request data:

Show the rest
{ 
 "options": {
 "limit": 100,
 "start_date": "2023-01-20",
 "end_date": "2023-01-31",
 },
 "request_data": {
 "people": [{
 "@id": "admin",
 "@type": "loan_officer",
 "has_source_identifier": {
 "has_value": "TEBE11229152"
 }
 }]
 }
}

This API can be used to retrieve number of loans given start and end dates.

After calling move-lo-loans-from-encompass-to-dailyai product flow invocation, you can retrieve invocation information using this API. Parameter product_name should be encompass-dailyai and invocation_id parameter should be the invocation_id value in the product flow invocation response body.

You can also check number of succeeded operations using this API. Add relevant transaction_id, start and end dates. Set "product_api_identifier" field to '5e43d84b-8dff-47c3-b6fe-9459a00f2d63', "product_identifier" field to '2545c293-c09a-47b5-99ec-c154d43aded1' and "status" field to "SUCCEEDED". Using resulting "query_id", you can retrieve all relevant metrics from this API.

Request
application/json
{
  "transaction_id": "01FV0H1MPRMAF6JAHJ6BAPYF9X",
  "product_flow_name": "single-loan-transaction",
  "request_collection_id": "01FV0H1MWC9N5F71DG0W79V0H3"
}
Response
application/json

Successfully started flow invocation.

{
  "invocation_id": "9aefb465-90fb-4d50-8ae6-2df2b58373f4",
  "invocation_mode": "single_flow",
  "invocation_status": "STARTED",
  "product_flow_name": "single-loan-transaction",
  "transaction_id": "01F6NAMXWN2XVBD1YJ92A6S6R4",
  "request_collection_id": "01F6NAQ4894HPMCBGB4P0G95XK",
  "response_collection_id": "01F6NAQ4894HPMCBGB4P0G78HG",
  "widget_url": "",
  "_links": {
    "health_metrics": "https://YOUR_ENVIRONMENT_DOMAIN.staircaseapi.com/code-health-checker/metric/01F6NAMXWN2XVBD1YJ92A6S6R4?product_name=<redacted>"
  }
}
Parameters
1
ParameterTypeExampleDescription
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Environment API Key.
Request bodyapplication/json
10 fields
FieldTypeDescription
product_flow_namestringProduct flow name. If it is not specified, the default product flow will be invoked. If the product has no default product flow, the first created flow will be invoked. Cannot be specified together with vendor_name.
vendor_namestringVendor name. Cannot be specified together with product_flow_name.
transaction_idstringTransaction ID used for invocation.
request_collection_idstringRequest Collection ID.
response_collection_idstringResponse Collection ID.
callback_urlstring (uri)Callback URL.
request_dataobjectRequest JSON body.
tagsstring[]List of tags.
optionsobjectAdditional information that should be passed to the connector but not be added to the request collection.
invocation_modestringThe invocation mode of a product flow single_flow or waterfall, default value single_flow
Response 201application/json
12 fields

Successfully started flow invocation.

FieldTypeDescription
invocation_idrequiredstringInvocation ID.
invocation_statusrequiredstringThe status of the invocation.STARTED
transaction_idrequiredstringTransaction ID.
request_collection_idrequiredstringRequest collection ID.
response_collection_idrequiredstringResponse collection ID.
product_flow_namestringProduct flow name.
metadataobjectThe metadata of the invoked product flow.
callback_urlstringCallback URL.
request_dataobjectThe data for the request collection.
tagsstring[]List of tags.
optionsobjectAdditional information that should be passed to the connector but not be added to the request collection.
widget_urlstringProduct widget URL listening on the connector widget URL
Response 400application/json
1 fields

Request data failed validation

FieldTypeDescription
messageone ofMessage
Response 403application/json
2 fields

403 invalid error

FieldTypeDescription
messagestringError message.
urlstringError additional URL.
Response 404application/json
1 fields

Resource not found

FieldTypeDescription
messagestringMessage

EncompassAdapter

POST /products/encompass-adapter/invocations

Services

invokeProductFlow

Encompass Orchestration

This endpoint creates orchestration for Encompass. Using Encompass APIs orchestration calls a Staircase product.

Request
application/json
{
  "transaction_id": "01FV0H1MPRMAF6JAHJ6BAPYF9X",
  "partner_name": "meridian",
  "request_collection_id": "01FV0H1MWC9N5F71DG0W79V0H3"
}
Response
application/json

Successfully started flow invocation.

{
  "invocation_id": "9aefb465-90fb-4d50-8ae6-2df2b58373f4",
  "invocation_status": "STARTED",
  "product_flow_name": "VOE",
  "transaction_id": "01F6NAMXWN2XVBD1YJ92A6S6R4",
  "request_collection_id": "01F6NAQ4894HPMCBGB4P0G95XK",
  "response_collection_id": "01F6NAQ4894HPMCBGB4P0G78HG",
  "options": {
    "dry_run": false
  },
  "tags": [
    "manual verification"
  ],
  "widget_url": "https://product-dev-productsbucket-1j472c4onqkxw.s3.amazonaws.com/widgets/063f5f"
}
Parameters
1
ParameterTypeExampleDescription
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Environment API Key.
Request bodyapplication/json
6 fields
FieldTypeDescription
loan_idstringLoan ID
transaction_idstringTransaction ID used for invocation.
transaction_identifierstringEncompass transaction identifier.
product_namestringProduct name to call.
partner_namestringPartner of product to call
optionsobjectRequest JSON body.
devconnectbooleanUse DevConnect or EPC
Response 400application/json
1 fields

Request data failed validation

FieldTypeDescription
messageone ofMessage
Response 403application/json
2 fields

403 invalid error

FieldTypeDescription
messagestringError message.
urlstringError additional URL.
Response 404application/json
1 fields

Resource not found

FieldTypeDescription
messagestringMessage
Response 500application/json
1 fields

Internal server error

FieldTypeDescription
messagestringError message.
Other responses

201

GET /products/encompass-adapter/invocations/{invocation_id}

Retrieve Orchestration Verification Status

RetrieveProductFlowInvocationStatus

Retrieves the status of running Product flow invocation.

Response
application/json

Successfully returned status of the Product flow Invocation.

{
  "invocation_id": "9aefb465-90fb-4d50-8ae6-2df2b58373f4",
  "invocation_status": "COMPLETED",
  "product_flow_name": "CBC",
  "service_invocation": {
    "Connector": {
      "connector_flow_name": "cbc-credit-flow",
      "invocation_id": "e75e8566-976d-4a15-b801-1e2301646f4e",
      "status": "COMPLETED"
    },
    "Language": {
      "input": {
        "translation_id": "0742bc3d-07ca-45fb-a4b7-e9bf627108d0",
        "from_language": "staircase-graph",
        "to_language": "credit-input",
        "status": "TRANSLATED"
      },
      "output": {
        "translation_id": "ad985392-1255-4dc0-8a26-bc166744c60c",
        "from_language": "staircase-graph",
        "to_language": "credit-mismo231",
        "status": "TRANSLATED"
      }
    }
  },
  "transaction_id": "01F6NAMXWN2XVBD1YJ92A6S6R4",
  "request_collection_id": "01F6NAQ4894HPMCBGB4P0G95XK",
  "convert_request_collection_id": "01F6NAQ4894HPMCBGB4P0G9KX5",
  "response_collection_id": "01F6QF1QJF20DMSXH4SYXKB1SN",
  "convert_response_collection_id": "01F6QF1QJF20DMSXH4SYXKBNS1",
  "connector_job_id": "3706b519-9426-4533-9868-14a7dec4fd97",
  "request_collection": {
    "collection_id": "01FCWSAQD3QDKEW91K7CPXN4Y2",
    "transaction_id": "01FCWSAH1RVMC0DH6GRQ9JSAE7",
    "data": {},
    "metadata": {
      "created_at": "2021-08-12T04:58:15.331517-04:00",
      "validation": false
    }
  },
  "response_collection": {
    "collection_id": "01FCWSAQD3QDKEW91K7CPXN4Y2",
    "transaction_id": "01FCWSAH1RVMC0DH6GRQ9JSAE7",
    "data": {},
    "metadata": {
      "created_at": "2021-08-12T04:58:15.331517-04:00",
      "validation": false,
      "report_download_urls": {
        "credit_report": {
          "download_url": "https://dev-data-manager-blobs-bucket-us-east-1-873429376159.s3.amazonaws.com/01FJYAHNJR",
          "blob_id": "01FCWSAQD3QDKEW91K7CPXN4Y2",
          "status": "Succeeded"
        }
      },
      "service_invocation": {
        "Connector": {
          "connector_flow_name": "cbc-credit-flow",
          "invocation_id": "e75e8566-976d-4a15-b801-1e2301646f4e",
          "status": "COMPLETED"
        },
        "Language": {
          "input": {
            "translation_id": "0742bc3d-07ca-45fb-a4b7-e9bf627108d0",
            "from_language": "staircase-graph",
            "to_language": "credit-input",
            "status": "TRANSLATED"
          },
          "output": {
            "translation_id": "ad985392-1255-4dc0-8a26-bc166744c60c",
            "from_language": "staircase-graph",
            "to_language": "credit-mismo231",
            "status": "TRANSLATED"
          }
        },
        "document_mapping": {
          "from_language": "staricase-graph",
          "to_language": "credit-report-language",
          "status": "TRANSLATED"
        },
        "report_mapping": {
          "status": "COMPLETED"
        }
      }
    }
  },
  "options": {
    "dry_run": false
  }
}
Parameters
2
ParameterTypeExampleDescription
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Environment API Key.
invocation_id required string (ulid) path d7ccedb8-8889-4657-add4-bc1s4xs97637 Product flow invocation identifier
Response 200application/json
13 fields

Successfully returned status of the Product flow Invocation.

FieldTypeDescription
invocation_idrequiredstringInvocation ID.
invocation_statusrequiredstringInvocation Status.ACTION_REQUIREDCOMPLETEDFAILEDRUNNINGSTARTED
transaction_idrequiredstringTransaction ID used for invocation.
request_collection_idstringRequest Collection ID.
request_collectionobjectCollection.
transaction_idstring (ulid)Transaction ID.Example 01EZQ32PJQGKRA6HR8D72Q9FFF
collection_idstring (ulid)Collection ID.Example 01EZQ32PJQGKRA6HR8D72Q9FFF
dataobjectData in Staircase language schema.
metadataobjectMetadata about collection, f.e version of used Staircase schema.
response_collection_idstringResponse Collection ID.
response_collectionobjectCollection.
transaction_idstring (ulid)Transaction ID.Example 01EZQ32PJQGKRA6HR8D72Q9FFF
collection_idstring (ulid)Collection ID.Example 01EZQ32PJQGKRA6HR8D72Q9FFF
dataobjectData in Staircase language schema.
metadataobjectMetadata about collection, f.e version of used Staircase schema.
report_download_urlsrequiredobjectInformation about each generated report identified by template name.
callback_urlstringURL that was specified in flow invocation and will be used to send the callback when flow invocation will be finished.
widget_urlstring (uri)URL of the widget.
metadataobjectResponse Collection ID.
optionsOptions that were passed to the flow invocation.
connector_job_idstringConnector job ID.
service_invocationrequiredone ofIncludes underlying services invocation.
Response 400application/json
1 fields

Request data failed validation

FieldTypeDescription
messageone ofMessage
Response 403application/json
2 fields

403 invalid error

FieldTypeDescription
messagestringError message.
urlstringError additional URL.
Response 404application/json
1 fields

Resource not found

FieldTypeDescription
messagestringMessage
Response 500application/json
1 fields

Internal server error

FieldTypeDescription
messagestringError message.

Invocation

POST /products/encompass-loan/invocations

Encompass Loan Invocation

encompassLoanInvocations

Encompass Loan Invocation: is the main API in Encompass Loan that invokes the next jobs:

  • conditions-underwriting
  • upload-attachment-document
Request
application/json
{
  "product_flow_name": "conditions-underwriting",
  "transaction_id": "01F7S0N7CQ31DZQYVSVPN66GNK",
  "request_collection_id": "01F7S0N7CQ31DZQYVSVPN66GNK"
}
Response
application/json

Successfully started flow invocation.

{
  "invocation_id": "9aefb465-90fb-4d50-8ae6-2df2b58373f4",
  "invocation_status": "STARTED",
  "product_flow_name": "product_flow_name_example",
  "transaction_id": "01F6NAMXWN2XVBD1YJ92A6S6R4",
  "request_collection_id": "01F6NAQ4894HPMCBGB4P0G95XK",
  "response_collection_id": "01F6NAQ4894HPMCBGB4P0G78HG",
  "options": {
    "dry_run": false
  },
  "tags": [
    "manual verification"
  ],
  "widget_url": "https://product-dev-productsbucket-1j472c4onqkxw.s3.amazonaws.com/widgets/063f5f"
}
Parameters
2
ParameterTypeExampleDescription
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Environment API Key.
Content-Type required string header application/json Content type
Request bodyapplication/json
10 fields
FieldTypeDescription
product_flow_namestringProduct flow name. If it is not specified, the default product flow will be invoked. If the product has no default product flow, the first created flow will be invoked. Cannot be specified together with vendor_name.
vendor_namestringVendor name. Cannot be specified together with product_flow_name.
transaction_idstringTransaction ID used for invocation.
request_collection_idstringRequest Collection ID.
response_collection_idstringResponse Collection ID.
callback_urlstring (uri)Callback URL.
request_dataobjectRequest JSON body.
tagsstring[]List of tags.
optionsobjectAdditional information that should be passed to the connector but not be added to the request collection.
invocation_modestringThe invocation mode of a product flow single_flow or waterfall, default value single_flow
Response 201application/json
12 fields

Successfully started flow invocation.

FieldTypeDescription
invocation_idrequiredstringInvocation ID.
invocation_statusrequiredstringThe status of the invocation.STARTED
transaction_idrequiredstringTransaction ID.
request_collection_idrequiredstringRequest collection ID.
response_collection_idrequiredstringResponse collection ID.
product_flow_namestringProduct flow name.
metadataobjectThe metadata of the invoked product flow.
callback_urlstringCallback URL.
request_dataobjectThe data for the request collection.
tagsstring[]List of tags.
optionsobjectAdditional information that should be passed to the connector but not be added to the request collection.
widget_urlstringProduct widget_url listening on the connector widget_url
Response 400application/json
1 fields

Bad request

FieldTypeDescription
messageone ofEither message or object with additional properties.
Response 403application/json
2 fields

Forbidden

FieldTypeDescription
messagestringRequest forbidden -- authorization will not help
urlstring (url)Indicates at which url the error occurs
Response 404application/json
1 fields

Partner, flow or execution not found

FieldTypeDescription
messagestringNothing matches the given URI
POST /products/homegen-price-loan/invocations

Homegen Price Loan Invocation

homegenPriceLoanInvocations

Homegen Price Loan Invocation: is the main API in Homegen Price Loan that run the rules on collection containing:

  • Loan information
  • Daily Pricing
  • Average Median Income Sample Request Collection below
{
 "data": {
 "loans": [
 {
 "@id": "cf38085b-2ac1-491b-9d4f-f18bc1cfd708",
 "@type": "loan",
 "with_borrower": {
 "@id": "fa726df9-c9aa-4732-8531-0dd93244a061",
 "@type": "borrower",
 "has_full_name": {
 "has_value": "John Doe"
 },
 "has_first_name": {
 "has_value": "John"
 },
 "has_last_name": {
 "has_value": &quShow the rest
ot;Doe" }, "has_middle_name": { "has_value": "Doe" }, "owes_liability": { "@id": "7909d8a4-4f3c-40a7-b624-91cde372319d", "@type": "liability", "has_liability_monthly_payment_amount": { "has_value": 0 } }, "with_credit_score": { "@id": "00f75721-3911-42c9-ae88-1f7e8fda4e87", "@type": "credit_score", "has_credit_score_value": { "has_value": "600" } }, "with_current_income": { "@id": "dcf9deda-52e4-41f3-8963-abbb5e1c678e", "@type": "current_income", "has_total_assessed_borrower_monthly_income_amount": { "has_value": 0 } }, "with_address": { "@id": "9d1321f1-adda-41e7-a8f5-30db15cd55a5", "@type": "residential_address", "has_country_code": { "has_value": "US" }, "has_county_name": { "has_value": "Sufflock" }, "has_state_code": { "has_value": "NY" }, "has_address_line_1_text": { "has_value": "65 4th Ave" }, "has_postal_code": { "has_value": "10003" }, "has_city_name": { "has_value": "New York" } } }, "with_government_loan": { "@id": "91429e3f-da1f-4f9f-b482-bd2297bf5237", "@type": "government_loan", "has_fha_loan_lender_identifier": { "has_value": "TEST220701994" } }, "with_down_payment": { "@id": "a425d508-1833-4b62-8c4f-f35da1fd13ab", "@type": "down_payment", "has_down_payment_amount": { "has_value": 22495 } }, "with_down_payment_assistance_program": { "@id": "d0501ffc-e009-49b8-be92-962ff3d43ddb", "@type": "down_payment_assistance_program", "has_down_payment_assistance_program_name": { "has_value": "Forgivable 5%" } }, "secured_by_property": { "@id": "466f4c41-3b7e-4ae6-ba06-39f338ba3096", "@type": "subject_property", "has_affordable_units_count": { "has_value": 2 }, "has_construction_method_type": { "has_value": "manufactured" } }, "has_current_interest_rate_percent": { "has_value": 5.5 }, "with_loan_product": { "@id": "cd282cd7-0920-458d-a3da-5b7d1879d3a3", "@type": "loan_product", "with_lock": { "@id": "test-lock", "@type": "lock", "has_lock_status_type": { "has_value": "locked" }, "has_lock_duration_days_count": { "has_value": 15 } } }, "with_loan_terms": { "@id": "aca9958b-8462-42e6-a829-2a950c5d038f", "@type": "loan_terms", "has_amortization_term_months_count": { "has_value": 120 }, "has_base_loan_amount": { "has_value": 449900 } }, "with_underwriting": { "@id": "d3714e40-efd0-4ee0-a62c-6dd2cbc07f52", "@type": "underwriting", "has_loan_manual_underwriting_indicator": { "has_value": true } }, "has_loan_identifier_value": { "has_value": "" }, "funded_by": { "@id": "f3e209b3-b666-4d0d-bda9-de597642b184", "@type": "lender", "with_address": { "@id": "9f5bc4ca-b600-4ab3-8529-bf10e79c4f88", "@type": "address", "has_full_address_text": { "has_value": "New York" } }, "has_organization_name": { "has_value": "Modoc Agency" } } } ], "loan_price_quotes": [ { "@id": "db45423d-5a48-4842-ac60-130768e524fb", "@type": "loan_price_quote", "has_loan_price_quote_identifier": { "has_value": "3030NHFAS" }, "has_loan_price_quote_date": { "has_value": "2022-06-16" }, "has_loan_price_lock_duration_days_count": { "has_value": 15 }, "with_loan_price_line_item": { "@id": "859aec5c-6d7e-4184-abff-322790946dc2", "@type": "loan_price_line_item", "has_loan_price_line_item_amount": { "has_value": 98.074565 }, "has_loan_price_line_item_percent": { "has_value": 5.125 } } }, { "@id": "08b7eed5-2951-4d63-b015-0f55800f6750", "@type": "loan_price_quote", "has_loan_price_quote_identifier": { "has_value": "3030NHFAS" }, "has_loan_price_quote_date": { "has_value": "2022-06-16" }, "has_loan_price_lock_duration_days_count": { "has_value": 15 }, "with_loan_price_line_item": { "@id": "39390c73-244a-491a-b069-143eca6b24d6", "@type": "loan_price_line_item", "has_loan_price_line_item_amount": { "has_value": 98.488641 }, "has_loan_price_line_item_percent": { "has_value": 5.25 } } }, { "@id": "bc4345a0-3e0f-4901-b12a-3b72855aa9cd", "@type": "loan_price_quote", "has_loan_price_quote_identifier": { "has_value": "3030NHFAS" }, "has_loan_price_quote_date": { "has_value": "2022-06-16" }, "has_loan_price_lock_duration_days_count": { "has_value": 15 }, "with_loan_price_line_item": { "@id": "92ba247d-2901-4e2a-a99b-12b0fd736fe0", "@type": "loan_price_line_item", "has_loan_price_line_item_amount": { "has_value": 97.614366 }, "has_loan_price_line_item_percent": { "has_value": 5.375 } } }, { "@id": "9929545d-20ca-4baf-8a3e-fb0aa52dd043", "@type": "loan_price_quote", "has_loan_price_quote_identifier": { "has_value": "3030NHFAS" }, "has_loan_price_quote_date": { "has_value": "2022-06-16" }, "has_loan_price_lock_duration_days_count": { "has_value": 15 }, "with_loan_price_line_item": { "@id": "f41f586b-ebe8-40da-9f78-8b9f2bdf84fb", "@type": "loan_price_line_item", "has_loan_price_line_item_amount": { "has_value": 98.072457 }, "has_loan_price_line_item_percent": { "has_value": 5.5 } } }], "income_limit_items": [ { "@id": "00f75721-3911-42c9-ae88-1f7e8fda4e34", "@type": "income_limit_item", "has_income_limit_amount": { "has_value": 12345 } } ] }, "metadata": { "validation": true, "version": 2 } }
Request
application/json
{
  "product_flow_name": "homegen-price-loan",
  "transaction_id": "01F7S0N7CQ31DZQYVSVPN66GNK",
  "request_collection_id": "01F7S0N7CQ31DZQYVSVPN66GNK"
}
Response
application/json

Successfully started flow invocation.

{
  "invocation_id": "9aefb465-90fb-4d50-8ae6-2df2b58373f4",
  "invocation_status": "STARTED",
  "product_flow_name": "product_flow_name_example",
  "transaction_id": "01F6NAMXWN2XVBD1YJ92A6S6R4",
  "request_collection_id": "01F6NAQ4894HPMCBGB4P0G95XK",
  "response_collection_id": "01F6NAQ4894HPMCBGB4P0G78HG",
  "options": {
    "dry_run": false
  },
  "tags": [
    "manual verification"
  ],
  "widget_url": "https://product-dev-productsbucket-1j472c4onqkxw.s3.amazonaws.com/widgets/063f5f"
}
Parameters
1
ParameterTypeExampleDescription
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Environment API Key.
Request bodyapplication/json
10 fields
FieldTypeDescription
product_flow_namestringProduct flow name. If it is not specified, the default product flow will be invoked. If the product has no default product flow, the first created flow will be invoked. Cannot be specified together with vendor_name.
vendor_namestringVendor name. Cannot be specified together with product_flow_name.
transaction_idstringTransaction ID used for invocation.
request_collection_idstringRequest Collection ID.
response_collection_idstringResponse Collection ID.
callback_urlstring (uri)Callback URL.
request_dataobjectRequest JSON body.
tagsstring[]List of tags.
optionsobjectAdditional information that should be passed to the connector but not be added to the request collection.
invocation_modestringThe invocation mode of a product flow single_flow or waterfall, default value single_flow
Response 201application/json
12 fields

Successfully started flow invocation.

FieldTypeDescription
invocation_idrequiredstringInvocation ID.
invocation_statusrequiredstringThe status of the invocation.STARTED
transaction_idrequiredstringTransaction ID.
request_collection_idrequiredstringRequest collection ID.
response_collection_idrequiredstringResponse collection ID.
product_flow_namestringProduct flow name.
metadataobjectThe metadata of the invoked product flow.
callback_urlstringCallback URL.
request_dataobjectThe data for the request collection.
tagsstring[]List of tags.
optionsobjectAdditional information that should be passed to the connector but not be added to the request collection.
widget_urlstringProduct widget_url listening on the connector widget_url
Response 400application/json
1 fields

Bad request

FieldTypeDescription
messageone ofEither message or object with additional properties.
Response 403application/json
2 fields

Forbidden

FieldTypeDescription
messagestringRequest forbidden -- authorization will not help
urlstring (url)Indicates at which URL the error occurs
Response 404application/json
1 fields

Partner, flow or execution not found

FieldTypeDescription
messagestringNothing matches the given URI
POST /products/homegen-update-price/invocations

Homegen Update Price Invocation

homegenUpdatePriceInvocations

Homegen Update Price Invocation: is the main API in Homegen Price Loan that update the daily pricing and return collection. Following service is being used:

  • update-price

Note: Convert Daily pricing csv into json using online tool such as , use that json as shown below in sample input

Sample Input to this service

 {
 "product_flow_name":"update-price",
 "transaction_id": "01GF6J5CZN34C2MSXC29F7EXRV",
 "request_data":{
 "prices": [
 {
 "Date": "2022/06/16",
 "Time": "7:18:28",
 "Pricing ID": "3030NHFAS",
 "Yield.NoteRate": 5.125,
 "LockDays": 15,
 Show the rest
"Price.SecurityBasePrice": 100.484375, "Yield.SecurityCoupon": 4.5, "Price.SecurityCouponSpread": 0.125, "Price.Servicing.Total": 2.032557, "Price.Servicing.BaseDetail": "[Rule] Phoenix Cap MSRs MV - Govt: GNMA 20-30 & $325,000 - $399,999 = -0.027833|[Rule] Phoenix Cap MSRs MV - Govt: GNMA 20-30 & FICO 641-680 = -0.100000|[Rate] Phoenix Cap Rate Shock - Govt 30: 56.5 bps & -0.5000 = +0.208642|[Rule] Phoenix Cap MSRs MV - Govt States: GNMA 30 56.5bps & CA = +1.951748", "Price.Pricing": -0.285, "Price.PricingDetail": "[Pricing] 15 Day Lock Adj = -0.285000", "Price.SecuritySettlementRoll": -0.657366, "Yield.NetGuarantorFee": 0.06, "Price.Total": 98.074565, "#Total-Price-Ceiling#": 98.0745655, "#Total-Price-Floor#": 97.3245655, "Price.LoanFeature": -3.625, "Price.LoanFeatureDetail": "[Rule] .Pricing: 3030NHFAS & DPA = -2.175000|[Rule] .Pricing: 3030NHFAS & Ops = -0.625000|[Rule] .Pricing: 3030NHFAS & Corp = -0.825000", "#Target-Price#": 98.0745655 }, { "Date": "2022/06/16", "Time": "7:18:28", "Pricing ID": "3030NHFAS", "Yield.NoteRate": 5.25, "LockDays": 15, "Price.SecurityBasePrice": 100.484375, "Yield.SecurityCoupon": 4.5, "Price.SecurityCouponSpread": 0.125, "Price.Servicing.Total": 2.446632, "Price.Servicing.BaseDetail": "[Rule] Phoenix Cap MSRs MV - Govt: GNMA 20-30 & $325,000 - $399,999 = -0.027833|[Rule] Phoenix Cap MSRs MV - Govt: GNMA 20-30 & FICO 641-680 = -0.100000|[Rate] Phoenix Cap Rate Shock - Govt 30: 69 bps & -0.3750 = +0.187906|[Rule] Phoenix Cap MSRs MV - Govt States: GNMA 30 69bps & CA = +2.386559", "Price.Pricing": -0.285, "Price.PricingDetail": "[Pricing] 15 Day Lock Adj = -0.285000", "Price.SecuritySettlementRoll": -0.657366, "Yield.NetGuarantorFee": 0.06, "Price.Total": 98.488641, "#Total-Price-Ceiling#": 98.48864055, "#Total-Price-Floor#": 97.73864055, "Price.LoanFeature": -3.625, "Price.LoanFeatureDetail": "[Rule] .Pricing: 3030NHFAS & DPA = -2.175000|[Rule] .Pricing: 3030NHFAS & Ops = -0.625000|[Rule] .Pricing: 3030NHFAS & Corp = -0.825000", "#Target-Price#": 98.48864055 } ] } }
Request
application/json
{
  "product_flow_name": "homegen-price-loan",
  "transaction_id": "01F7S0N7CQ31DZQYVSVPN66GNK",
  "request_data": {
    "prices": [
      {
        "Date": "2022/06/16",
        "Pricing ID": "3030NHFAS",
        "Yield.NoteRate": 5.25,
        "LockDays": 15,
        "#Target-Price#": 98.48864055
      }
    ]
  }
}
Response
application/json

Successfully started flow invocation.

{
  "invocation_id": "9aefb465-90fb-4d50-8ae6-2df2b58373f4",
  "invocation_status": "STARTED",
  "product_flow_name": "product_flow_name_example",
  "transaction_id": "01F6NAMXWN2XVBD1YJ92A6S6R4",
  "request_collection_id": "01F6NAQ4894HPMCBGB4P0G95XK",
  "response_collection_id": "01F6NAQ4894HPMCBGB4P0G78HG",
  "options": {
    "dry_run": false
  },
  "tags": [
    "manual verification"
  ],
  "widget_url": "https://product-dev-productsbucket-1j472c4onqkxw.s3.amazonaws.com/widgets/063f5f"
}
Parameters
1
ParameterTypeExampleDescription
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Environment API Key.
Request bodyapplication/json
10 fields
FieldTypeDescription
product_flow_namestringProduct flow name. If it is not specified, the default product flow will be invoked. If the product has no default product flow, the first created flow will be invoked. Cannot be specified together with vendor_name.
vendor_namestringVendor name. Cannot be specified together with product_flow_name.
transaction_idstringTransaction ID used for invocation.
request_collection_idstringRequest Collection ID.
response_collection_idstringResponse Collection ID.
callback_urlstring (uri)Callback URL.
request_dataobjectRequest JSON body.
tagsstring[]List of tags.
optionsobjectAdditional information that should be passed to the connector but not be added to the request collection.
invocation_modestringThe invocation mode of a product flow single_flow or waterfall, default value single_flow
Response 201application/json
12 fields

Successfully started flow invocation.

FieldTypeDescription
invocation_idrequiredstringInvocation ID.
invocation_statusrequiredstringThe status of the invocation.STARTED
transaction_idrequiredstringTransaction ID.
request_collection_idrequiredstringRequest collection ID.
response_collection_idrequiredstringResponse collection ID.
product_flow_namestringProduct flow name.
metadataobjectThe metadata of the invoked product flow.
callback_urlstringCallback URL.
request_dataobjectThe data for the request collection.
tagsstring[]List of tags.
optionsobjectAdditional information that should be passed to the connector but not be added to the request collection.
widget_urlstringProduct widget_url listening on the connector widget_url
Response 400application/json
1 fields

Bad request

FieldTypeDescription
messageone ofEither message or object with additional properties.
Response 403application/json
2 fields

Forbidden

FieldTypeDescription
messagestringRequest forbidden -- authorization will not help
urlstring (url)Indicates at which URL the error occurs
Response 404application/json
1 fields

Partner, flow or execution not found

FieldTypeDescription
messagestringNothing matches the given URI
GET /products/encompass-loan/invocations/{invocation_id}

Retrieve Encompass Loan Invocation

retrieveEncompassLoanInvocations

Retrieve Encompass Loan Invocation: Retrieves encompass loan execution status

Response
application/json

Successfully returned status of the Product flow Invocation.

{
  "invocation_id": "9aefb465-90fb-4d50-8ae6-2df2b58373f4",
  "invocation_status": "COMPLETED",
  "product_flow_name": "product_flow_name_example",
  "service_invocation": {
    "Connector": {
      "connector_flow_name": "demo_flow",
      "invocation_id": "e75e8566-976d-4a15-b801-1e2301646f4e",
      "status": "COMPLETED"
    }
  },
  "transaction_id": "01F6NAMXWN2XVBD1YJ92A6S6R4",
  "request_collection_id": "01F6NAQ4894HPMCBGB4P0G95XK",
  "convert_request_collection_id": "01F6NAQ4894HPMCBGB4P0G9KX5",
  "response_collection_id": "01F6QF1QJF20DMSXH4SYXKB1SN",
  "convert_response_collection_id": "01F6QF1QJF20DMSXH4SYXKBNS1",
  "connector_job_id": "3706b519-9426-4533-9868-14a7dec4fd97",
  "request_collection": {
    "collection_id": "01FCWSAQD3QDKEW91K7CPXN4Y2",
    "transaction_id": "01FCWSAH1RVMC0DH6GRQ9JSAE7",
    "data": {},
    "metadata": {
      "created_at": "2021-08-12T04:58:15.331517-04:00",
      "validation": false
    }
  },
  "response_collection": {
    "collection_id": "01FCWSAQD3QDKEW91K7CPXN4Y2",
    "transaction_id": "01FCWSAH1RVMC0DH6GRQ9JSAE7",
    "data": {},
    "metadata": {
      "created_at": "2021-08-12T04:58:15.331517-04:00",
      "validation": false,
      "partner_name": "test_partner",
      "service_invocation": {
        "Connector": {
          "connector_flow_name": "demo_flow",
          "invocation_id": "e75e8566-976d-4a15-b801-1e2301646f4e",
          "status": "COMPLETED"
        }
      }
    }
  }
}
Parameters
2
ParameterTypeExampleDescription
invocation_id required string (ulid) path d7ccedb8-8889-4657-add4-bc1s4xs97637 Product flow invocation identifier
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Environment API Key.
Response 200application/json
13 fields

Successfully returned status of the Product flow Invocation.

FieldTypeDescription
invocation_idrequiredstringInvocation ID.
invocation_statusrequiredstringInvocation Status.ACTION_REQUIREDCOMPLETEDFAILEDRUNNINGSTARTED
transaction_idrequiredstringTransaction ID used for invocation.
request_collection_idstringRequest Collection ID.
request_collectionobjectRequest Collection data.
response_collection_idstringResponse Collection ID.
response_collectionobjectResponse Collection data.
callback_urlstringURL that was specified in flow invocation and will be used to send the callback when flow invocation will be finished.
widget_urlstring (uri)URL of the widget.
metadataobjectResponse Collection ID.
optionsOptions that were passed to the flow invocation.
connector_job_idstringConnector job ID.
service_invocationrequiredobjectIncludes underlying services invocation.
Response 400application/json
1 fields

Bad request

FieldTypeDescription
messageone ofEither message or object with additional properties.
Response 403application/json
2 fields

Forbidden

FieldTypeDescription
messagestringRequest forbidden -- authorization will not help
urlstring (url)Indicates at which URL the error occurs
Response 404application/json
1 fields

Partner, flow or execution not found

FieldTypeDescription
messagestringNothing matches the given URI
GET /products/homegen-price-loan/invocations/{invocation_id}

Retrieve Homegen Price Loan Invocation

retrieveHomegenLoanPriceInvocations

Retrieve Homegen Price Loan Invocation: Retrieves homegen price loan execution status

Response
application/json

Successfully returned status of the Product flow Invocation.

{
  "invocation_id": "9aefb465-90fb-4d50-8ae6-2df2b58373f4",
  "invocation_status": "COMPLETED",
  "product_flow_name": "product_flow_name_example",
  "service_invocation": {
    "Connector": {
      "connector_flow_name": "demo_flow",
      "invocation_id": "e75e8566-976d-4a15-b801-1e2301646f4e",
      "status": "COMPLETED"
    }
  },
  "transaction_id": "01F6NAMXWN2XVBD1YJ92A6S6R4",
  "request_collection_id": "01F6NAQ4894HPMCBGB4P0G95XK",
  "convert_request_collection_id": "01F6NAQ4894HPMCBGB4P0G9KX5",
  "response_collection_id": "01F6QF1QJF20DMSXH4SYXKB1SN",
  "convert_response_collection_id": "01F6QF1QJF20DMSXH4SYXKBNS1",
  "connector_job_id": "3706b519-9426-4533-9868-14a7dec4fd97",
  "request_collection": {
    "collection_id": "01FCWSAQD3QDKEW91K7CPXN4Y2",
    "transaction_id": "01FCWSAH1RVMC0DH6GRQ9JSAE7",
    "data": {},
    "metadata": {
      "created_at": "2021-08-12T04:58:15.331517-04:00",
      "validation": false
    }
  },
  "response_collection": {
    "collection_id": "01FCWSAQD3QDKEW91K7CPXN4Y2",
    "transaction_id": "01FCWSAH1RVMC0DH6GRQ9JSAE7",
    "data": {},
    "metadata": {
      "created_at": "2021-08-12T04:58:15.331517-04:00",
      "validation": false,
      "partner_name": "test_partner",
      "service_invocation": {
        "Connector": {
          "connector_flow_name": "demo_flow",
          "invocation_id": "e75e8566-976d-4a15-b801-1e2301646f4e",
          "status": "COMPLETED"
        }
      }
    }
  }
}
Parameters
2
ParameterTypeExampleDescription
invocation_id required string (ulid) path d7ccedb8-8889-4657-add4-bc1s4xs97637 Product flow invocation identifier
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Environment API Key.
Response 200application/json
13 fields

Successfully returned status of the Product flow Invocation.

FieldTypeDescription
invocation_idrequiredstringInvocation ID.
invocation_statusrequiredstringInvocation Status.ACTION_REQUIREDCOMPLETEDFAILEDRUNNINGSTARTED
transaction_idrequiredstringTransaction ID used for invocation.
request_collection_idstringRequest Collection ID.
request_collectionobjectRequest Collection data.
response_collection_idstringResponse Collection ID.
response_collectionobjectResponse Collection data.
callback_urlstringURL that was specified in flow invocation and will be used to send the callback when flow invocation will be finished.
widget_urlstring (uri)URL of the widget.
metadataobjectResponse Collection ID.
optionsOptions that were passed to the flow invocation.
connector_job_idstringConnector job ID.
service_invocationrequiredobjectIncludes underlying services invocation.
Response 400application/json
1 fields

Bad request

FieldTypeDescription
messageone ofEither message or object with additional properties.
Response 403application/json
2 fields

Forbidden

FieldTypeDescription
messagestringRequest forbidden -- authorization will not help
urlstring (url)Indicates at which URL the error occurs
Response 404application/json
1 fields

Partner, flow or execution not found

FieldTypeDescription
messagestringNothing matches the given URI
GET /products/homegen-update-price/invocations/{invocation_id}

Retrieve Homegen Update Price Loan Invocation

retrieveHomegenUpdatePriceInvocations

Retrieve Homegen Update Price Invocation

Retrieve Homegen Update Price Invocation: Retrieves homegen update price execution status

Response
application/json

Successfully returned status of the Product flow Invocation.

{
  "invocation_id": "9aefb465-90fb-4d50-8ae6-2df2b58373f4",
  "invocation_status": "COMPLETED",
  "product_flow_name": "product_flow_name_example",
  "service_invocation": {
    "Connector": {
      "connector_flow_name": "demo_flow",
      "invocation_id": "e75e8566-976d-4a15-b801-1e2301646f4e",
      "status": "COMPLETED"
    }
  },
  "transaction_id": "01F6NAMXWN2XVBD1YJ92A6S6R4",
  "request_collection_id": "01F6NAQ4894HPMCBGB4P0G95XK",
  "convert_request_collection_id": "01F6NAQ4894HPMCBGB4P0G9KX5",
  "response_collection_id": "01F6QF1QJF20DMSXH4SYXKB1SN",
  "convert_response_collection_id": "01F6QF1QJF20DMSXH4SYXKBNS1",
  "connector_job_id": "3706b519-9426-4533-9868-14a7dec4fd97",
  "request_collection": {
    "collection_id": "01FCWSAQD3QDKEW91K7CPXN4Y2",
    "transaction_id": "01FCWSAH1RVMC0DH6GRQ9JSAE7",
    "data": {},
    "metadata": {
      "created_at": "2021-08-12T04:58:15.331517-04:00",
      "validation": false
    }
  },
  "response_collection": {
    "collection_id": "01FCWSAQD3QDKEW91K7CPXN4Y2",
    "transaction_id": "01FCWSAH1RVMC0DH6GRQ9JSAE7",
    "data": {},
    "metadata": {
      "created_at": "2021-08-12T04:58:15.331517-04:00",
      "validation": false,
      "partner_name": "test_partner",
      "service_invocation": {
        "Connector": {
          "connector_flow_name": "demo_flow",
          "invocation_id": "e75e8566-976d-4a15-b801-1e2301646f4e",
          "status": "COMPLETED"
        }
      }
    }
  }
}
Parameters
2
ParameterTypeExampleDescription
invocation_id required string (ulid) path d7ccedb8-8889-4657-add4-bc1s4xs97637 Product flow invocation identifier
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Environment API Key.
Response 200application/json
13 fields

Successfully returned status of the Product flow Invocation.

FieldTypeDescription
invocation_idrequiredstringInvocation ID.
invocation_statusrequiredstringInvocation Status.ACTION_REQUIREDCOMPLETEDFAILEDRUNNINGSTARTED
transaction_idrequiredstringTransaction ID used for invocation.
request_collection_idstringRequest Collection ID.
request_collectionobjectRequest Collection data.
response_collection_idstringResponse Collection ID.
response_collectionobjectResponse Collection data.
callback_urlstringURL that was specified in flow invocation and will be used to send the callback when flow invocation will be finished.
widget_urlstring (uri)URL of the widget.
metadataobjectResponse Collection ID.
optionsOptions that were passed to the flow invocation.
connector_job_idstringConnector job ID.
service_invocationrequiredobjectIncludes underlying services invocation.
Response 400application/json
1 fields

Bad request

FieldTypeDescription
messageone ofEither message or object with additional properties.
Response 403application/json
2 fields

Forbidden

FieldTypeDescription
messagestringRequest forbidden -- authorization will not help
urlstring (url)Indicates at which URL the error occurs
Response 404application/json
1 fields

Partner, flow or execution not found

FieldTypeDescription
messagestringNothing matches the given URI
POST /products/homegen-eligibilty/invocations

Homegen Eligbility Invocation

homegenElibilityInvocations

Homegen Eligbility Invocation: is the main API in Homegen Eligbility that run following service:

  • check-eligibility

Sample Request Collection below

{
 "data": {
 "loans": [
 {
 "@id": "cf38085b-2ac1-491b-9d4f-f18bc1cfd708",
 "@type": "loan",
 "with_borrower": {
 "@id": "fa726df9-c9aa-4732-8531-0dd93244a061",
 "@type": "borrower",
 "has_full_name": {
 "has_value": "John Doe"
 },
 "with_address": {
 "@id": "9d1321f1-adda-41e7-a8f5-30db15cd55a5",
 "@type": "residential_address",
 "has_country_code": {
 "has_vShow the rest
alue": "US" }, "has_county_name": { "has_value": "Sufflock" }, "has_state_code": { "has_value": "NY" }, "has_address_line_1_text": { "has_value": "65 4th Ave" }, "has_postal_code": { "has_value": "10003" }, "has_city_name": { "has_value": "New York" } } }, "with_down_payment": { "@id": "a425d508-1833-4b62-8c4f-f35da1fd13ab", "@type": "down_payment", "has_down_payment_amount": { "has_value": 22495 } }, "with_down_payment_assistance_program": { "@id": "d0501ffc-e009-49b8-be92-962ff3d43ddb", "@type": "down_payment_assistance_program", "has_down_payment_assistance_program_name": { "has_value": "Forgivable 5%" } } } ] }, "metadata": { "validation": true, "version": 2 } }
Request
application/json
{
  "product_flow_name": "check-eligibility",
  "transaction_id": "01F7S0N7CQ31DZQYVSVPN66GNK",
  "request_collection_id": "01F7S0N7CQ31DZQYVSVPN66GNK"
}
Response
application/json

Successfully started flow invocation.

{
  "invocation_id": "9aefb465-90fb-4d50-8ae6-2df2b58373f4",
  "invocation_status": "STARTED",
  "product_flow_name": "product_flow_name_example",
  "transaction_id": "01F6NAMXWN2XVBD1YJ92A6S6R4",
  "request_collection_id": "01F6NAQ4894HPMCBGB4P0G95XK",
  "response_collection_id": "01F6NAQ4894HPMCBGB4P0G78HG",
  "options": {
    "dry_run": false
  },
  "tags": [
    "manual verification"
  ],
  "widget_url": "https://product-dev-productsbucket-1j472c4onqkxw.s3.amazonaws.com/widgets/063f5f"
}
Parameters
1
ParameterTypeExampleDescription
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Environment API Key.
Request bodyapplication/json
10 fields
FieldTypeDescription
product_flow_namestringProduct flow name. If it is not specified, the default product flow will be invoked. If the product has no default product flow, the first created flow will be invoked. Cannot be specified together with vendor_name.
vendor_namestringVendor name. Cannot be specified together with product_flow_name.
transaction_idstringTransaction ID used for invocation.
request_collection_idstringRequest Collection ID.
response_collection_idstringResponse Collection ID.
callback_urlstring (uri)Callback URL.
request_dataobjectRequest JSON body.
tagsstring[]List of tags.
optionsobjectAdditional information that should be passed to the connector but not be added to the request collection.
invocation_modestringThe invocation mode of a product flow single_flow or waterfall, default value single_flow
Response 201application/json
12 fields

Successfully started flow invocation.

FieldTypeDescription
invocation_idrequiredstringInvocation ID.
invocation_statusrequiredstringThe status of the invocation.STARTED
transaction_idrequiredstringTransaction ID.
request_collection_idrequiredstringRequest collection ID.
response_collection_idrequiredstringResponse collection ID.
product_flow_namestringProduct flow name.
metadataobjectThe metadata of the invoked product flow.
callback_urlstringCallback URL.
request_dataobjectThe data for the request collection.
tagsstring[]List of tags.
optionsobjectAdditional information that should be passed to the connector but not be added to the request collection.
widget_urlstringProduct widget_url listening on the connector widget_url
Response 400application/json
1 fields

Bad request

FieldTypeDescription
messageone ofEither message or object with additional properties.
Response 403application/json
2 fields

Forbidden

FieldTypeDescription
messagestringRequest forbidden -- authorization will not help
urlstring (url)Indicates at which URL the error occurs
Response 404application/json
1 fields

Partner, flow or execution not found

FieldTypeDescription
messagestringNothing matches the given URI
GET /products/homegen-eligibility/invocations/{invocation_id}

Retrieve Homegen Eligibility Invocation

retrieveHomegenEligibilityInvocations

Retrieve Homegen Eligibility Invocation: Retrieves homegen eligibility execution status

Response
application/json

Successfully returned status of the Product flow Invocation.

{
  "invocation_id": "9aefb465-90fb-4d50-8ae6-2df2b58373f4",
  "invocation_status": "COMPLETED",
  "product_flow_name": "product_flow_name_example",
  "service_invocation": {
    "Connector": {
      "connector_flow_name": "demo_flow",
      "invocation_id": "e75e8566-976d-4a15-b801-1e2301646f4e",
      "status": "COMPLETED"
    }
  },
  "transaction_id": "01F6NAMXWN2XVBD1YJ92A6S6R4",
  "request_collection_id": "01F6NAQ4894HPMCBGB4P0G95XK",
  "convert_request_collection_id": "01F6NAQ4894HPMCBGB4P0G9KX5",
  "response_collection_id": "01F6QF1QJF20DMSXH4SYXKB1SN",
  "convert_response_collection_id": "01F6QF1QJF20DMSXH4SYXKBNS1",
  "connector_job_id": "3706b519-9426-4533-9868-14a7dec4fd97",
  "request_collection": {
    "collection_id": "01FCWSAQD3QDKEW91K7CPXN4Y2",
    "transaction_id": "01FCWSAH1RVMC0DH6GRQ9JSAE7",
    "data": {},
    "metadata": {
      "created_at": "2021-08-12T04:58:15.331517-04:00",
      "validation": false
    }
  },
  "response_collection": {
    "collection_id": "01FCWSAQD3QDKEW91K7CPXN4Y2",
    "transaction_id": "01FCWSAH1RVMC0DH6GRQ9JSAE7",
    "data": {},
    "metadata": {
      "created_at": "2021-08-12T04:58:15.331517-04:00",
      "validation": false,
      "partner_name": "test_partner",
      "service_invocation": {
        "Connector": {
          "connector_flow_name": "demo_flow",
          "invocation_id": "e75e8566-976d-4a15-b801-1e2301646f4e",
          "status": "COMPLETED"
        }
      }
    }
  }
}
Parameters
2
ParameterTypeExampleDescription
invocation_id required string (ulid) path d7ccedb8-8889-4657-add4-bc1s4xs97637 Product flow invocation identifier
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Environment API Key.
Response 200application/json
13 fields

Successfully returned status of the Product flow Invocation.

FieldTypeDescription
invocation_idrequiredstringInvocation ID.
invocation_statusrequiredstringInvocation Status.ACTION_REQUIREDCOMPLETEDFAILEDRUNNINGSTARTED
transaction_idrequiredstringTransaction ID used for invocation.
request_collection_idstringRequest Collection ID.
request_collectionobjectRequest Collection data.
response_collection_idstringResponse Collection ID.
response_collectionobjectResponse Collection data.
callback_urlstringURL that was specified in flow invocation and will be used to send the callback when flow invocation will be finished.
widget_urlstring (uri)URL of the widget.
metadataobjectResponse Collection ID.
optionsOptions that were passed to the flow invocation.
connector_job_idstringConnector job ID.
service_invocationrequiredobjectIncludes underlying services invocation.
Response 400application/json
1 fields

Bad request

FieldTypeDescription
messageone ofEither message or object with additional properties.
Response 403application/json
2 fields

Forbidden

FieldTypeDescription
messagestringRequest forbidden -- authorization will not help
urlstring (url)Indicates at which URL the error occurs
Response 404application/json
1 fields

Partner, flow or execution not found

FieldTypeDescription
messagestringNothing matches the given URI

Partner Connect

POST /products/encompass/invocations

Services

invokeEPCProductFlow

This endpoint updates the status of ongoing transaction and returns the acknowledgment of change in the status of transaction

Send Acknowledgment

You need to provide organizations array with required has_transaction_identifier object. has_transaction_identifier object has has_value field, which contains the id of transaction for partner to update.

Show the rest
{
"organizations": [
{
"@id": "test",
"@type": "company",
"has_transaction_identifier": {
"has_value": "test"
}
}
]
}

At the end of invocation, the status of encompass transaction will be changed to "processing".

Send Complete Transaction

product_flow_name = complete_encompass_transaction

You need to provide organizations array with required has_transaction_identifier object. has_transaction_identifier object has has_value field, which contains the id of transaction for partner Request data for completion of transaction takes one more field - documents array, which must contain 4 fields:

  • @type
  • has_document_identifier - must have the resource id generated by EPC
  • has_document_name
  • has_document_mime_type
{
 ...
 "documents": [
 {
 "@id": "test",
 "@type": "test_verification",
 "has_document_mime_type": {
 "has_value": "application/pdf"
 },
 "has_document_name": {
 "has_value": "test.pdf"
 },
 "has_document_identifier":
 "has_value": "test"
 }
 ]
}

At the end of invocation, the status of encompass transaction will be changed to "complete".

Fail Encompass Transaction

product_flow_name = fail_encompass_transaction

To successfully update encompass transaction to "failed", error_messages array should be sent along with transaction identifier. It must contain 2 fields:

  • has_error_message_code
  • has_error_message_text
{
 ...
 "error_messages": [
 {
 "has_error_message_code": {
 "has_value": "404"
 },
 "has_error_message_text": {
 "has_value": "Bad request"
 }
 }
 ]
}

At the end of invocation, the status of encompass transaction will be changed to "failed".

Upload Report

product_flow_name = upload_report

Invoking this product flow allows uploading the report document to an external url provided by Encompass partner. Request data should contain documents and organizations arrays. "Documents" array must contain following fields:

  • @id
  • @type
  • has_document_name
  • has_document_mime_type
  • has_staircase_blob_identifier

File name must have the same format as it is indicated in has_document_mime_type property. "Organizations" array must contain has_transaction_identifier property.

 {
 "documents": [
 {
 "@type": "verification_test",
 "has_document_mime_type": {
 "has_value": "application/pdf"
 },
 "has_document_name": {
 "has_value": "document_name"
 },
 "has_staircase_blob_identifier": {
 "has_value": "01KLE2DOS978SFD92NFSQMBPS"
 },
 "has_staircase_document_category_type": {
 "has_value": "staircase"
 },
 "@id": "01SK3WHQ6GWX8QD0R4S092S"
 }
 ],
 "organizations": [
 {
 "@type": "company",
 "@id": "01GDDGYVTW975SCGZ0H84RRH6J",
 "has_organization_name": {
 "has_value": "partner"
 },
 "has_transaction_identifier": {
 "has_value": "test"
 }
 }
 ]
 }

The status after invocation is completed or failed can be found in response collection.

You can check the status of flow invocation by using this API. Invocation ID is retrieved from the response body of invocation.

Request
application/json
{
  "transaction_id": "01FV0H1MPRMAF6JAHJ6BAPYF9X",
  "product_flow_name": "send_ack",
  "request_collection_id": "01FV0H1MWC9N5F71DG0W79V0H3"
}
Response
application/json

Successfully started flow invocation.

{
  "invocation_id": "9aefb465-90fb-4d50-8ae6-2df2b58373f4",
  "invocation_mode": "single_flow",
  "invocation_status": "STARTED",
  "product_flow_name": "send_ack",
  "transaction_id": "01F6NAMXWN2XVBD1YJ92A6S6R4",
  "request_collection_id": "01F6NAQ4894HPMCBGB4P0G95XK",
  "response_collection_id": "01F6NAQ4894HPMCBGB4P0G78HG",
  "widget_url": "",
  "_links": {
    "health_metrics": "https://YOUR_ENVIRONMENT_DOMAIN.staircaseapi.com/code-health-checker/metric/01F6NAMXWN2XVBD1YJ92A6S6R4?product_name=encompass"
  }
}
Parameters
1
ParameterTypeExampleDescription
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Environment API Key.
Request bodyapplication/json
10 fields
FieldTypeDescription
product_flow_namestringProduct flow name. If it is not specified, the default product flow will be invoked. If the product has no default product flow, the first created flow will be invoked. Cannot be specified together with vendor_name.
vendor_namestringVendor name. Cannot be specified together with product_flow_name.
transaction_idstringTransaction ID used for invocation.
request_collection_idstringRequest Collection ID.
response_collection_idstringResponse Collection ID.
callback_urlstring (uri)Callback URL.
request_dataobjectRequest JSON body.
tagsstring[]List of tags.
optionsobjectAdditional information that should be passed to the connector but not be added to the request collection.
invocation_modestringThe invocation mode of a product flow single_flow or waterfall, default value single_flow
Response 201application/json
12 fields

Successfully started flow invocation.

FieldTypeDescription
invocation_idrequiredstringInvocation ID.
invocation_statusrequiredstringThe status of the invocation.STARTED
transaction_idrequiredstringTransaction ID.
request_collection_idrequiredstringRequest collection ID.
response_collection_idrequiredstringResponse collection ID.
product_flow_namestringProduct flow name.
metadataobjectThe metadata of the invoked product flow.
callback_urlstringCallback URL.
request_dataobjectThe data for the request collection.
tagsstring[]List of tags.
optionsobjectAdditional information that should be passed to the connector but not be added to the request collection.
widget_urlstringProduct widget URL listening on the connector widget URL
Response 400application/json
1 fields

Request data failed validation

FieldTypeDescription
messageone ofMessage
Response 403application/json
2 fields

403 invalid error

FieldTypeDescription
messagestringError message.
urlstringError additional URL.
Response 404application/json
1 fields

Resource not found

FieldTypeDescription
messagestringMessage
GET /products/encompass/invocations/{invocation_id}

Retrieve Status

RetrieveProductFlowInvocationStatus

Services

Retrieves the status of running Product flow invocation.

Response
application/json

Successfully returned status of the Product flow Invocation.

{
  "status": "SUCCEEDED",
  "message": "Invocation completed successfully",
  "created_at": "2022-01-22T04:54:13.507355-05:00",
  "invocation_status": "COMPLETED",
  "last_updated_at": "2022-01-22T04:55:31.399320-05:00"
}
Parameters
2
ParameterTypeExampleDescription
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Environment API Key.
invocation_id required string (ulid) path d7ccedb8-8889-4657-add4-bc1s4xs97637 Product flow invocation identifier
Response 200application/json
5 fields

Successfully returned status of the Product flow Invocation.

FieldTypeDescription
statusstringMapped status of the invocation.Example STARTED
messagestringMessage.Example Verification is completed, please check response collection to see verification data.
created_atstringTime of creation
invocation_statusstringStatus of the product invocation before mapping
last_updated_atstringLast time the collection was updated
Response 400application/json
1 fields

Request data failed validation

FieldTypeDescription
messageone ofMessage
Response 403application/json
2 fields

403 invalid error

FieldTypeDescription
messagestringError message.
urlstringError additional URL.
Response 404application/json
1 fields

Resource not found

FieldTypeDescription
messagestringMessage
Response 500application/json
1 fields

Internal server error

FieldTypeDescription
messagestringError message.

Persistence

POST /transactions

Create Transaction

create_transaction

Create empty transaction You can subscribe to every changes inside transaction by providing callback_url in body, and you will receive POST request to this url, with your x-api-key in headers. If you respond with a non 2XX status code or not within 6 sec, requests will be retried during 5 minutes every 2 seconds, you can indicate if you already processed that event, but for some reasons respond with non 2XX code by id parameter. type parameter indicates type of the event.

Show the rest
Event type Description
co.staircase.persistence.collection_created New collection was created
co.staircase.persistence.collection_data_inserted Data was added to collection
co.staircase.persistence.collection_metadata_updated Metadata of collection was updated
co.staircase.persistence.collection_updated Both metadata and data of collection was updated
Event structure is cloudevents, so you can use any tools that supports it or SDK ```json json_schema
{
"type": "object",
"$schema": "",
"properties": {
"specversion": {
"type": "string",
"description": "Version of cloudevents event structure"
},
"id": {
"type": "string",
"description": "Unique identifier of the event, for retired requests will always be the same"
},
"source": {
"type": "string",
"description": "Source of the event, for Persistence it will always be co.staircase.persistence",
"const": "persistence"
},
"type": {
"type": "string",
"description": "Name of the event, that indicates, what happened",
"enum": [
"co.staircase.persistence.collection_created",
"co.staircase.persistence.collection_data_inserted",
"co.staircase.persistence.collection_metadata_updated",
"co.staircase.persistence.collection_updated"
]
},
"time": {
"type": "string",
"format": "date-time",
"description": "Timestamp of when the occurrence happened."
},
"data": {
"type": "object",
"properties": {
"transaction_id": {
"type": "string",
"format": "ulid",
"description": "Transaction id"
},
"collection_id": {
"type": "string",
"format": "ulid",
"description": "Collection id"
},
"collection": {
"type": "object",
"description": "Collection itself"
}
}
}
}
}
``` You can assign label to transaction by providing label field. To search for transaction using label you should use Retrieve List of Transactions endpoint
Request
application/json
{
  "label": "first_transaction"
}
Response
application/json

Transaction have been created

{
  "transaction_id": "01EZQ32PJQGKRA6HR8D72Q9FFF",
  "created_at": "03/01/2021, 2:29:07 PM EST"
}
Request bodyapplication/json
2 fields
FieldTypeDescription
callback_urlstring (url)URL for receiving events about changes inside transaction
labelstringTransaction label
Response 201application/json
5 fields

Transaction have been created

FieldTypeDescription
transaction_idstring (ulid)Transaction idExample 01EZQ32PJQGKRA6HR8D72Q9FFF
created_atstringDatetime, when transaction was created
callback_urlstringCallback url
labelstringTransaction label
_linksobjectLinks
collectionsstring (url)Link to transaction collections
Response 400application/json
1 fields

Request data failed validation

FieldTypeDescription
messageone ofMessage
Response 403application/json
1 fields

Missing API key

FieldTypeDescription
messagestringMessage
Response 429application/json
1 fields

The user has sent too many requests in a given amount of time ("rate limiting")

FieldTypeDescription
messagestringMessage
POST /transactions/{transaction_id}/collections

Create Collection

create_collection

Request
application/json
{
  "metadata": {
    "version": 2,
    "validation": true,
    "linked_collections": [
      {
        "collection_id": "01EZQ32PJQGKRA6HR8D72Q9FFF",
        "label": "Employment Verification Report"
      }
    ]
  },
  "data": {
    "people": [
      {
        "@type": "borrower",
        "@id": "01FDF04MYHEZ98AD7T8ZGY5CMB",
        "has_first_name": {
          "has_value": "John"
        },
        "has_last_name": {
          "has_value": "Deere"
        },
        "has_birth_date": {
          "has_value": "1985-01-01"
        },
        "has_taxpayer_identifier_value": {
          "has_value": "999-00-0000"
        },
        "contact_at": [
          "01FDF09BNQCT03DCAX7M5KM52T"
        ],
        "employed_as": [
          "01FDF0DFYAHBRJGFA5RS26HVP1"
        ]
      }
    ],
    "addresses": [
      {
        "@id": "01FDF077N6V7R2RNC64DGT31DY",
        "@type": "business_address",
        "has_address_line_1_text": {
          "has_value": "33 IRVING PLACE",
          "data_sourced_from": [
            "01FDF10040SA2VTETKJQXJ3MQZ"
          ]
        },
        "has_address_line_2_text": {
          "has_value": "additional_line_text",
          "data_sourced_from": [
            "01FDF10040SA2VTETKJQXJ3MQZ"
          ]
        },
        "has_city_name": {
          "has_value": "NEW YORK",
          "data_sourced_from": [
            "01FDF10040SA2VTETKJQXJ3MQZ"
          ]
        },
        "has_postal_code": {
          "has_value": "10003",
          "data_sourced_from": [
            "01FDF10040SA2VTETKJQXJ3MQZ"
          ]
        },
        "has_country_name": {
          "has_value": "US",
          "data_sourced_from": [
            "01FDF10040SA2VTETKJQXJ3MQZ"
          ]
        }
      }
    ],
    "contact_information": [
      {
        "@type": "contact_information",
        "@id": "01FDF09BNQCT03DCAX7M5KM52T",
        "has_phone_number": {
          "has_value": "+1234567890"
        }
      }
    ],
    "employment": [
      {
        "@type": "employment",
        "@id": "01FDF0DFYAHBRJGFA5RS26HVP1",
        "has_employment_position_description": {
          "has_value": "Engineer",
          "data_sourced_from": [
            "01FDF10040SA2VTETKJQXJ3MQZ"
          ]
        },
        "provided_by": [
          "01FDF0G4BP9AE6B7FT5VDEWK5F"
        ]
      }
    ],
    "organizations": [
      {
        "@type": "organization",
        "@id": "01FDF0G4BP9AE6B7FT5VDEWK5F",
        "has_organization_name": {
          "has_value": "GRAIN PROCESSING COR",
          "data_sourced_from": [
            "01FDF10040SA2VTETKJQXJ3MQZ"
          ]
        },
        "with_address": [
          "01FDF077N6V7R2RNC64DGT31DY"
        ]
      }
    ],
    "mortgage_products": [
      {
        "@type": "employment",
        "@id": "01FDF10040SA2VTETKJQXJ3MQZ",
        "has_data_source_date": {
          "has_value": "1972-01-01"
        },
        "has_purpose_of_verification_description": {
          "has_value": "risk-assessment"
        }
      }
    ],
    "documents": [
      {
        "@type": "irs_w2",
        "@id": "01FS9VK2BVSBZYN0MMYQQ73KAZ",
        "has_document_description": {
          "has_value": "Employment Verification Report prepared by Staircase"
        },
        "has_document_mime_type": {
          "has_value": "application/pdf"
        },
        "has_document_name": {
          "has_value": "01FD9X8V5N804Y0CFWY7F72ZCD.pdf"
        }
      }
    ]
  }
}
Response
application/json

201 response

{
  "transaction_id": "01FJCADX5QEXEDVRWNXAK206MA",
  "collection_id": "01FJCAQW7EYJAA6FY05WRKRM3T",
  "metadata": {
    "version": 2
  },
  "data": {
    "people": [
      {
        "@type": "borrower",
        "@id": "01FDF04MYHEZ98AD7T8ZGY5CMB",
        "has_first_name": {
          "has_value": "John"
        },
        "has_last_name": {
          "has_value": "Deere"
        },
        "has_birth_date": {
          "has_value": "01/01/1985"
        },
        "has_taxpayer_identifier_value": {
          "has_value": "999-00-0000"
        },
        "contact_at": [
          "01FDF09BNQCT03DCAX7M5KM52T"
        ],
        "employed_as": [
          "01FDF0DFYAHBRJGFA5RS26HVP1"
        ]
      }
    ],
    "addresses": [
      {
        "@id": "01FDF077N6V7R2RNC64DGT31DY",
        "@type": "business_address",
        "has_address_line_1_text": {
          "has_value": "33 IRVING PLACE",
          "data_sourced_from": [
            "01FDF10040SA2VTETKJQXJ3MQZ"
          ]
        },
        "has_address_line_2_text": {
          "has_value": "additional_line_text",
          "data_sourced_from": [
            "01FDF10040SA2VTETKJQXJ3MQZ"
          ]
        },
        "has_city_name": {
          "has_value": "NEW YORK",
          "data_sourced_from": [
            "01FDF10040SA2VTETKJQXJ3MQZ"
          ]
        },
        "has_postal_code": {
          "has_value": "10003",
          "data_sourced_from": [
            "01FDF10040SA2VTETKJQXJ3MQZ"
          ]
        },
        "has_country_name": {
          "has_value": "US",
          "data_sourced_from": [
            "01FDF10040SA2VTETKJQXJ3MQZ"
          ]
        }
      }
    ],
    "contact_information": [
      {
        "@type": "contact_information",
        "@id": "01FDF09BNQCT03DCAX7M5KM52T",
        "has_phone_number": {
          "has_value": "+1234567890"
        }
      }
    ],
    "employment": [
      {
        "@type": "employment",
        "@id": "01FDF0DFYAHBRJGFA5RS26HVP1",
        "has_employment_position_description": {
          "has_value": "Engineer",
          "data_sourced_from": [
            "01FDF10040SA2VTETKJQXJ3MQZ"
          ]
        },
        "provided_by": [
          "01FDF0G4BP9AE6B7FT5VDEWK5F"
        ]
      }
    ],
    "organizations": [
      {
        "@type": "organization",
        "@id": "01FDF0G4BP9AE6B7FT5VDEWK5F",
        "has_organization_name": {
          "has_value": "GRAIN PROCESSING COR",
          "data_sourced_from": [
            "01FDF10040SA2VTETKJQXJ3MQZ"
          ]
        },
        "has_transaction_identifier": {
          "has_value": "e171ec31-75b4-4fd6-ada1",
          "data_sourced_from": [
            "01FDF10040SA2VTETKJQXJ3MQZ"
          ]
        },
        "with_address": [
          "01FDF077N6V7R2RNC64DGT31DY"
        ]
      }
    ],
    "mortgage_products": [
      {
        "@type": "employment",
        "@id": "01FDF10040SA2VTETKJQXJ3MQZ",
        "has_data_source_date": {
          "has_value": "01/01/1972"
        },
        "has_purpose_of_verification_description": {
          "has_value": "risk-assessment"
        }
      }
    ],
    "documents": [
      {
        "@type": "irs_w2",
        "has_staircase_document_category_type": {
          "has_value": "staircase"
        },
        "has_document_description": {
          "has_value": "Employment Verification Report prepared by Staircase"
        },
        "has_document_mime_type": {
          "has_value": "application/pdf"
        },
        "has_document_name": {
          "has_value": "01FD9X8V5N804Y0CFWY7F72ZCD.pdf"
        }
      }
    ]
  }
}
Parameters
1
ParameterTypeExampleDescription
transaction_id required string (ulid) path 01FJCADX5QEXEDVRWNXAK206MA Transaction ID
Request bodyapplication/json
2 fields
FieldTypeDescription
datarequiredobjectCollection data
metadataobjectCollection metadata. Maximum allowable length of the dumped json object - 400 000 symbols.
versionintegerVersion of staircase language with what collection has been created.02
validationbooleanFlag that enables validation
linked_collectionsobject[]List of linked collections
collection_idstring (ulid)Collection ID of linked collection
labelstringLabel of linked collection
Response 201application/json
4 fields

201 response

FieldTypeDescription
transaction_idstring (ulid)Transaction idExample 01EZQ32PJQGKRA6HR8D72Q9FFF
collection_idstring (ulid)Collection idExample 01EZQ32PJQGKRA6HR8D72Q9FFF
dataobjectData in Staircase language schema
metadataobjectMetadata about collection, f.e version of used Staircase schema. Maximum allowable length of the dumped json object - 400 000 symbols.
Response 400application/json
1 fields

Request data failed validation

FieldTypeDescription
messageone ofMessage
Response 403application/json
1 fields

Missing API key

FieldTypeDescription
messagestringMessage
Response 404application/json
1 fields

Requested resource not found

FieldTypeDescription
messagestringMessage
Response 429application/json
1 fields

The user has sent too many requests in a given amount of time ("rate limiting")

FieldTypeDescription
messagestringMessage
Other responses

413

GET /transactions/{transaction_id}/collections

Retrieve Transaction Collections

get_collections

Retrieve Transaction Collections. Collections can be filtered by collection_id or created_at fields. Supported operations per fields:

  • collection_id:
  • in:
  • description: Get only collections with specified ids
  • example: collection_id+in+01EZQ32PJQGKRA6HR8D72Q9FFF,01EZQ32NZ34WACWSAF54WGEM51
  • created_at:
  • gt:
  • description: Get collections that were created after specified datetime in ISO format
  • example: created_at+gt+2021-03-30T04:27:15.372006-04:00
  • lt:
  • description: Get collections that were created before specified datetime in ISO format
  • example: created_at+lt+2021-03-30T04:27:15.372006-04:00
Response
application/json

Request data failed validation

{
  "message": "{'data': ['Missing data for required field.']}"
}
Parameters
5
ParameterTypeExampleDescription
transaction_id required string (ulid) path 01FJCADX5QEXEDVRWNXAK206MA Transaction ID
filter string query collection_id+in+01EZQ32PJQGKRA6HR8D72Q9FFF,01EZQ32NZ34WACWSAF54WGEM51 Filter expression in format {field_name}+{operation}+{value}
sort string query asc Order of sorting
limit number query 5 Amount of items to show
after_id string query 01EZQ32PJQGKRA6HR8D72Q9FFF id of last evaluated transaction
Response 200application/json
4 fields

200 response

FieldTypeDescription
transaction_idstring (ulid)Transaction idExample 01EZQ32PJQGKRA6HR8D72Q9FFF
collection_idstring (ulid)Collection idExample 01EZQ32PJQGKRA6HR8D72Q9FFF
dataobjectData in Staircase language schema
metadataobjectMetadata about collection, f.e version of used Staircase schema. Maximum allowable length of the dumped json object - 400 000 symbols.
Response 400application/json
1 fields

Request data failed validation

FieldTypeDescription
messageone ofMessage
Response 404application/json
1 fields

Requested resource not found

FieldTypeDescription
messagestringMessage
Response 422application/json
2 fields

Unprocessable Entity

FieldTypeDescription
messagestringMessage
collectionsobject[]List of collections without 'data' field and with links to retrieve single collections.
transaction_idstring (ulid)Transaction id
collection_idstring (ulid)Collection id
metadataobjectMetadata about collection, f.e version of used Staircase schema Maximum allowable length of the dumped json object - 400 000 symbols.
_linksobjectLinks
collectionstring (url)Link to retrieve full collection.
Response 429application/json
1 fields

The user has sent too many requests in a given amount of time ("rate limiting")

FieldTypeDescription
messagestringMessage

Loan

GET /transactions/{transaction_id}/collections/{collection_id}

Retrieve Collection

get_collection

Response
application/json

200 response

{
  "transaction_id": "01FJCADX5QEXEDVRWNXAK206MA",
  "collection_id": "01FJCAQW7EYJAA6FY05WRKRM3T",
  "metadata": {
    "version": 2
  },
  "data": {
    "people": [
      {
        "@type": "borrower",
        "@id": "01FDF04MYHEZ98AD7T8ZGY5CMB",
        "has_first_name": {
          "has_value": "John"
        },
        "has_last_name": {
          "has_value": "Deere"
        },
        "has_birth_date": {
          "has_value": "01/01/1985"
        },
        "has_taxpayer_identifier_value": {
          "has_value": "999-00-0000"
        },
        "contact_at": [
          "01FDF09BNQCT03DCAX7M5KM52T"
        ],
        "employed_as": [
          "01FDF0DFYAHBRJGFA5RS26HVP1"
        ]
      }
    ],
    "addresses": [
      {
        "@id": "01FDF077N6V7R2RNC64DGT31DY",
        "@type": "business_address",
        "has_address_line_1_text": {
          "has_value": "33 IRVING PLACE",
          "data_sourced_from": [
            "01FDF10040SA2VTETKJQXJ3MQZ"
          ]
        },
        "has_address_line_2_text": {
          "has_value": "additional_line_text",
          "data_sourced_from": [
            "01FDF10040SA2VTETKJQXJ3MQZ"
          ]
        },
        "has_city_name": {
          "has_value": "NEW YORK",
          "data_sourced_from": [
            "01FDF10040SA2VTETKJQXJ3MQZ"
          ]
        },
        "has_postal_code": {
          "has_value": "10003",
          "data_sourced_from": [
            "01FDF10040SA2VTETKJQXJ3MQZ"
          ]
        },
        "has_country_name": {
          "has_value": "US",
          "data_sourced_from": [
            "01FDF10040SA2VTETKJQXJ3MQZ"
          ]
        }
      }
    ],
    "contact_information": [
      {
        "@type": "contact_information",
        "@id": "01FDF09BNQCT03DCAX7M5KM52T",
        "has_phone_number": {
          "has_value": "+1234567890"
        }
      }
    ],
    "employment": [
      {
        "@type": "employment",
        "@id": "01FDF0DFYAHBRJGFA5RS26HVP1",
        "has_employment_position_description": {
          "has_value": "Engineer",
          "data_sourced_from": [
            "01FDF10040SA2VTETKJQXJ3MQZ"
          ]
        },
        "provided_by": [
          "01FDF0G4BP9AE6B7FT5VDEWK5F"
        ]
      }
    ],
    "organizations": [
      {
        "@type": "organization",
        "@id": "01FDF0G4BP9AE6B7FT5VDEWK5F",
        "has_organization_name": {
          "has_value": "GRAIN PROCESSING COR",
          "data_sourced_from": [
            "01FDF10040SA2VTETKJQXJ3MQZ"
          ]
        },
        "has_transaction_identifier": {
          "has_value": "e171ec31-75b4-4fd6-ada1",
          "data_sourced_from": [
            "01FDF10040SA2VTETKJQXJ3MQZ"
          ]
        },
        "with_address": [
          "01FDF077N6V7R2RNC64DGT31DY"
        ]
      }
    ],
    "mortgage_products": [
      {
        "@type": "employment",
        "@id": "01FDF10040SA2VTETKJQXJ3MQZ",
        "has_data_source_date": {
          "has_value": "01/01/1972"
        },
        "has_purpose_of_verification_description": {
          "has_value": "risk-assessment"
        }
      }
    ],
    "documents": [
      {
        "@type": "irs_w2",
        "has_staircase_document_category_type": {
          "has_value": "staircase"
        },
        "has_document_description": {
          "has_value": "Employment Verification Report prepared by Staircase"
        },
        "has_document_mime_type": {
          "has_value": "application/pdf"
        },
        "has_document_name": {
          "has_value": "01FD9X8V5N804Y0CFWY7F72ZCD.pdf"
        }
      }
    ]
  }
}
Parameters
4
ParameterTypeExampleDescription
transaction_id required string (ulid) path 01FJCADX5QEXEDVRWNXAK206MA Transaction ID
collection_id required string (ulid) path 01FJCAQW7EYJAA6FY05WRKRM3T Collection ID
refs boolean query true If `true`, refs will not be resolved
flatten boolean query true If `true`, the collection will be flattened
Response 200application/json
25 fields

200 response

FieldTypeDescription
additional_informationobject[]Additional information
@idstringID
@typestringType
addressesobject[]addresses
@idstringID
@typestringType
has_address_line_1_textobjectAddress line 1
has_valuestringAddress line 1 value
has_city_nameobjectCity name
has_valuestringCity name value
has_postal_codeobjectPostal code
has_valuestringPostal code value
has_state_codeobjectState code
has_valuestringState code value
closing_informationobject[]Closing Information
@idstringID
@typestringType
has_closing_dateobjectLoan closing information datetime
has_valuestringLoan closing information datetime value
contact_informationobject[]Contact information
@idstringID
@typestringType
has_contact_descriptionobjectContact description
has_valuestringContact description value
has_phone_numberobjectPhone number
has_valuestringPhone number value
has_email_addressobjectEmail address
has_valuestringEmail address value
credit_liabilitiesobject[]Credit liabilities
@idstringID
@typestringType
has_credit_liability_account_identifierobjectCredit liability account identifier
has_valuestringCredit liability account identifier value
has_credit_liability_account_typeobjectCredit liability account type
has_valuestringCredit liability account type value
has_credit_liability_monthly_payment_amountobjectCredit liability monthly payment amount
has_valueinteger (int32)Credit liability monthly payment amount value
has_credit_liability_months_remaining_countobjectCredit liability months remaining count
has_valueinteger (int32)Credit liability months remaining count value
has_credit_liability_unpaid_balance_amountobjectCredit liability unpaid balance amount
has_valueinteger (int32)Credit liability unpaid balance amount value
with_credit_liability_creditorstring[]Credit liability creditor ID array
credit_liability_creditorsobject[]Credit liability creditors
@idstringID
@typestringType
with_addressstring[]Address ID array
with_namestring[]Name ID array
credit_scoresobject[]Credit scores
@idstringID
@typestringType
has_credit_repository_source_typeobjectCredit repository source type
has_valuestringCredit repository source type value
documentsobject[]Documents
@idstringID
@typestringType
with_borrowerstring[]Borrower ID array
down_paymentsobject[]Down payments
@idstringID
@typestringType
has_down_payment_amountobjectDown payment amount
has_valueinteger (int32)Down payment amount value
feesobject[]Fees
@idstringID
@typestringType
has_fee_typeobjectFee type
has_valuestringFee type value
with_paid_tostring[]Paid to ID array
legal_entitiesobject[]Legal entities
@idstringID
@typestringType
has_full_nameobjectFull name
has_valuestringFull name value
loan_productsobject[]Loan Products
@idstringID
@typestringType
with_lockstring[]Lock ID array
loan_programsobject[]Loan programs
@idstringID
@typestringType
has_loan_program_identifierobjectLoan program identifier
has_valuestringLoan program identifier value
loan_statusesobject[]Loan statuses
@idstringID
@typestringType
has_loan_status_identifierobjectLoan status identifier
has_valuestringLoan status identifier value
loan_termsobject[]Loan Terms
@idstringID
@typestringType
has_note_amountobjectNote amount
has_valueinteger (int32)Note amount
has_amortization_term_months_countobjectAmortization term in months
has_valueinteger (int32)Amortization term in months value
has_note_rate_percentobjectNote rate percent
has_valuenumber (float32)Note rate percent value
has_loan_purpose_typeobjectLoan purpose type
has_valuestringLoan purpose type value
has_mortgage_typeobjectMortgage type
has_valuestringMortgage type value
loansobject[]Loans
@idstringID
@typestringType
has_loan_estimated_closing_dateobjectLoan estimated closing datetime
has_valuestringLoan estimated closing datetime value
has_loan_funding_dateobjectLoan funding datetime
has_valuestringLoan funding datetime value
secured_by_propertystring[]Secured by property ID array
with_loan_applicationstring[]Loan application ID array
with_borrowerstring[]Borrower ID array
with_closing_informationstring[]Closing information ID array
with_down_paymentstring[]Down payment ID array
with_loan_statusstring[]Loan status ID array
with_loan_termsstring[]Loan terms ID array
with_loan_productstring[]Loan product ID array
with_loan_programstring[]Loan program ID array
with_ltvstring[]Loan to value ID array
locksobject[]Locks
@idstringID
@typestringType
has_lock_datetimeobjectLock datetime
has_valuestringLock datetime value
has_lock_expiration_datetimeobjectLock expiration datetime
has_valuestringLock expiration datetime value
ltvsobject[]Loan to Values
@idstringID
@typestringType
has_ltv_ratio_percentobjectLoan to value ratio percent
has_valuenumber (float32)Loan to value ratio percent value
namesobject[]Names
@idstringID
@typestringType
has_full_nameobjectFull name
has_valuestringFull name value
paid_tosobject[]Paid to array
@idstringID
@typestringType
with_legal_entitystring[]Legal entity ID array
peopleobject[]People
@idstringID
@typestringType
contact_atstring[]Contact at
has_first_nameobjectFirst name
has_valuestringFist name value
has_last_nameobjectLast name
has_valuestringLast name value
has_source_identifierobjectSource identifier
has_valuestringSource identifier value
has_taxpayer_identifier_valueobjectTaxpayer identifier
has_valuestringTaxpayer identifier value
lives_atstring[]Lives at ID array
propertiesobject[]Properties
@idstringID
@typestringType
has_property_current_usage_typeobjectCurrent usage type of property
has_valuestringCurrent usage type of property value
with_addressstring[]Address ID array
with_sales_contractstring[]Address ID array
with_valuestring[]Value ID array
property_valuationsobject[]Property Valuations
@idstringID
@typestringType
has_property_valuation_amountobjectProperty valuation amount
has_valueinteger (int32)Property valuation amount value
sales_contractsobject[]Sales Contracts
@idstringID
@typestringType
has_sales_contract_amountobjectProperty valuation amount
has_valueinteger (int32)Property valuation amount value
residencesobject[]Residences
@idstringID
@typestringType
with_addressstring[]Address ID array
Response 400application/json
1 fields

Request data failed validation

FieldTypeDescription
messageone ofMessage
Response 403application/json
1 fields

Missing API key

FieldTypeDescription
messagestringMessage
Response 404application/json
1 fields

Requested resource not found

FieldTypeDescription
messagestringMessage
Response 429application/json
1 fields

The user has sent too many requests in a given amount of time ("rate limiting")

FieldTypeDescription
messagestringMessage
Other responses

422

GET /products/encompass/status/{transaction_id}/{response_collection_id}

Retrieve Status

RetrieveProductFlowInvocationStatus

Retrieves the status of running encompass loan invocation.

Response
application/json

Successfully returned status of the Product flow Invocation.

{
  "status": "SUCCEEDED",
  "message": "Invocation completed successfully",
  "created_at": "2022-01-22T04:54:13.507355-05:00",
  "invocation_status": "COMPLETED",
  "last_updated_at": "2022-01-22T04:55:31.399320-05:00"
}
Parameters
3
ParameterTypeExampleDescription
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Environment API Key.
transaction_id required string (ulid) path 01F0KHK7DN3H5JZ4QJKMYAM6GB Staircase Transaction Identifier
response_collection_id required string (ulid) path 01F0KHKADN0HRFXMCQQXPA6AFZ Response Collection of Invocation
Response 200application/json
5 fields

Successfully returned status of the Product flow Invocation.

FieldTypeDescription
statusstringMapped status of the invocation.Example STARTED
messagestringMessage.Example Verification is completed, please check response collection to see verification data.
created_atstringTime of creation
invocation_statusstringStatus of the product invocation before mapping
last_updated_atstringLast time the collection was updated
Response 400application/json
1 fields

Request data failed validation

FieldTypeDescription
messageone ofMessage
Response 403application/json
2 fields

403 invalid error

FieldTypeDescription
messagestringError message.
urlstringError additional URL.
Response 404application/json
1 fields

Resource not found

FieldTypeDescription
messagestringMessage
Response 500application/json
1 fields

Internal server error

FieldTypeDescription
messagestringError message.

Credentials

PUT /vendors/encompass-loan/credentials

Update credentials

updateCredentials

Update credentials Update credentials. They will be used to connect with Encompass API.

Request
application/json
{
  "encompass_instance_id": "TEBE11223344",
  "client_id": "x5ztrzui",
  "client_secret": "<redacted>",
  "username": "my-admin-user@encompass:TEBE11223344",
  "password": "<redacted>",
  "grant_type": "password"
}
Response
application/json

Credentials successfully updated.

{
  "encompass_instance_id": "TEBE11223344",
  "client_id": "x5ztrzui",
  "client_secret": "<redacted>",
  "username": "my-admin-user@encompass:TEBE11223344",
  "password": "<redacted>",
  "grant_type": "password"
}
Parameters
2
ParameterTypeExampleDescription
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Environment API Key.
Content-Type required string header application/json Content type
Request bodyapplication/json
6 fields
FieldTypeDescription
encompass_instance_idrequiredstringEncompass Instance IDExample TEBE11223344
client_idrequiredstringEncompass Client IDExample x5ztrzui
client_secretrequiredstringEncompass Client SecretExample <redacted>
usernamerequiredstringEncompass usernameExample my-admin-user@encompass:TEBE11223344
passwordrequiredstringEncompass passwordExample <redacted>
grant_typerequiredstringGrant type.Example password
Response 200application/json
6 fields

Credentials successfully updated.

FieldTypeDescription
encompass_instance_idrequiredstringEncompass Instance IDExample TEBE11223344
client_idrequiredstringEncompass Client IDExample x5ztrzui
client_secretrequiredstringEncompass Client SecretExample <redacted>
usernamerequiredstringEncompass usernameExample my-admin-user@encompass:TEBE11223344
passwordrequiredstringEncompass passwordExample <redacted>
grant_typerequiredstringGrant type.Example password
Response 400application/json
1 fields

Bad request

FieldTypeDescription
messageone ofEither message or object with additional properties.
Response 403application/json
2 fields

Forbidden

FieldTypeDescription
messagestringRequest forbidden -- authorization will not help
urlstring (url)Indicates at which url the error occurs
Response 404application/json
1 fields

Partner not found

FieldTypeDescription
messagestringNothing matches the given URI
POST /vendors/encompass-loan/lookups/refresh_dev_connect_token/jobs

Verify Dev Connect Credentials

verifyDevConnectCredentials

Verify if credentials are set up correctly. If request is returning token in the response, it means that credentials are healthy for Dev Connect.

Request
application/json
{
  "request_payload": {}
}
Response
application/json

Partner credentials successfully updated.

{
  "transaction_id": "",
  "response_payload": {
    "mode": "static",
    "token_value": "0002qo60Z6rgY0VqRdjX1b9pehep",
    "token_name": "encompass_dev_connect_token"
  }
}
Parameters
1
ParameterTypeExampleDescription
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Environment API Key.
Response 400application/json
1 fields

Bad request

FieldTypeDescription
messageone ofEither message or object with additional properties.
Response 403application/json
2 fields

Forbidden

FieldTypeDescription
messagestringRequest forbidden -- authorization will not help
urlstring (url)Indicates at which URL the error occurs
Response 404application/json
1 fields

Partner not found

FieldTypeDescription
messagestringNothing matches the given URI
Other responses

200

Conditions

POST /vendors/encompass-loan/flows/conditions-underwriting/jobs

Create underwriting conditions

createunderwritingConditions

Create Underwriting Conditions

Create underwriting conditions Creates underwriting conditions for the specified loan.

Request collection example:

 {
 "metadata": {
 "validation": true,
 "version": 2
 },
 "data": {
 "documents": [
 {
 "@id": "79762ab7-cc56-4279-a400-b627fdce3ec5",
 "@type": "bailee_letter",
 }
 ],
 "loan_identifiers": [
 {
 "@id": "11231233223231",
 "@type": "loan_identifier",
 "has_loan_identifier_value": {
 "has_value": "0ab69a33-38b5-4cb7-a846-815ee6463bca"
 }
 }
 ],
 "loans": [
 {
 "@id": "456463545646123",
 "@type": "loan",
 "with_loan_identifier": [
 "11231233223231"
 ]
 }
 ]
 }
 }
Request
application/json
{
  "transaction_id": "01F7S0N7CQ31DZQYVSVPN66GNK",
  "request_collection_id": "01F7S0N7CQ31DZQYVSVPN66GNK",
  "callback_url": "https://webhook.site/cc87117a-36ee-4b8b-b098-e9cf209821a2"
}
Response
application/json

Bad request

{
  "message": {
    "schema_type": [
      "Must be one of: create, update."
    ]
  }
}
Parameters
1
ParameterTypeExampleDescription
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Environment API Key.
Request bodyapplication/json
6 fields
FieldTypeDescription
transaction_idrequiredstringTransaction ID
request_collection_idstringRequest collection ID
response_collection_idstringResponse collection ID
callback_urlrequiredstring (uri)Destination URL on which final result of the flow execution will be sent
request_payloadrequiredobjectData that have to passed into the flow
debug_configobjectDebug configuration.
dry_runbooleanWhether to run a flow in a debug response-mocked mode. Applicable with other debug options.Example false
render_ack_urlstring (uri)If flow contains `CREATE_WIDGET` step, Connector will try to acknowledge user with POST request sent to `render_ack_url`. Applicable with other debug options.Example https://notifications.example.com/rendered-widgets-w-job
poll_withobjectWhether to run a flow in a debug self-poll mode. Applicable with other debug options.
intervalrequiredintegerPolling interval in seconds.Example 30
Response 200application/json
2 fields

Partner credentials successfully updated.

FieldTypeDescription
job_idstringExecution ID
job_statusstringExecution status
Response 400application/json
1 fields

Bad request

FieldTypeDescription
messageone ofEither message or object with additional properties.
Response 403application/json
2 fields

Forbidden

FieldTypeDescription
messagestringRequest forbidden -- authorization will not help
urlstring (url)Indicates at which URL the error occurs
Response 404application/json
1 fields

Partner not found

FieldTypeDescription
messagestringNothing matches the given URI
GET /vendors/encompass-loan/flows/conditions-underwriting/jobs/{job_id}

Retrieve Create Underwriting Conditions Status

retrieveCreateunderwritingConditionsStatus

Retrieve Create Underwriting Conditions Execution Status

This endpoint allows getting status of the job.

Response
application/json

Execution status successfully retrieved

{
  "status": "FAILED",
  "executed_events": [
    "GetCredentials",
    "Wait1",
    "Wait2"
  ],
  "last_event": "Wait2",
  "details": [
    {
      "event_id": 2,
      "event_type": "stateEnteredEventDetails",
      "event_name": "GetCredentials",
      "timestamp": "2021-06-10 23:25:27.661000+03:00",
      "previous_event_id": 0,
      "input_details": {}
    },
    {
      "event_id": 6,
      "event_type": "stateExitedEventDetails",
      "event_name": "GetCredentials",
      "timestamp": "2021-06-10 23:25:30.280000+03:00",
      "previous_event_id": 5
    },
    {
      "event_id": 7,
      "event_type": "stateEnteredEventDetails",
      "event_name": "Wait1",
      "timestamp": "2021-06-10 23:25:30.289000+03:00",
      "previous_event_id": 6,
      "input_details": {}
    },
    {
      "event_id": 8,
      "event_type": "stateExitedEventDetails",
      "event_name": "Wait1",
      "timestamp": "2021-06-10 23:25:40.289000+03:00",
      "previous_event_id": 7
    },
    {
      "event_id": 9,
      "event_type": "stateEnteredEventDetails",
      "event_name": "Wait2",
      "timestamp": "2021-06-10 23:25:40.296000+03:00",
      "previous_event_id": 8,
      "input_details": {}
    },
    {
      "event_id": 10,
      "event_type": "executionFailedEventDetails",
      "timestamp": "2021-06-10 23:25:40.296000+03:00",
      "previous_event_id": 0,
      "error": {
        "type": "Runtime",
        "cause": "An error occurred while executing the state 'Wait2' (entered at the event id #9). The SecondsPath parameter does not reference an input value: $.request_payload.sec"
      }
    }
  ],
  "input": {
    "callback_url": "https://rock.site/09876ercftvghnj3iy4738c-3crv/",
    "transaction_id": "01FG3YHN4FCJ4EYW6326ZAQW6Y",
    "response_collection_id": "01FG3YHR1TYXTAAZZHMTX50HQV",
    "request_collection_id": "01FG3YHQW2TY3A2GVKX5SXAB4D"
  },
  "output": {
    "response_payload": {
      "invoice_id": "in_18jwqyLlRB0eXbMtrUQ97YBw",
      "invoice_data": {
        "object": {
          "id": "cs_temp_use_ConnectorForANYVendor integration",
          "name": "customer",
          "amount": 100000
        }
      },
      "invoice_metadata": {
        "user_id": "9872b3ck2kmXYZ"
      }
    },
    "extraction_errors": {
      "lpa.xyz": "not-found"
    }
  }
}
Parameters
2
ParameterTypeExampleDescription
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Environment API Key.
job_id required string (uuid) path 7c668252-d2ba-job-id-896d-1f73236287d9 Execution ID
Response 200application/json
6 fields

Execution status successfully retrieved

FieldTypeDescription
statusstringExecution statusABORTEDFAILEDRUNNINGSUCCEEDEDTIMED_OUT
executed_eventsstring[]List of executed events
last_eventstringLast executed event
detailsobject[]Executed events details
inputobjectShort data you used for invoking the flow.
transaction_idrequiredstringTransaction ID
request_collection_idrequiredstringRequest collection ID
response_collection_idrequiredstringResponse collection ID
callback_urlrequiredstring (uri)Destination URL on which final result of the flow execution was configured to be sent
outputobjectShort data of the output.
response_payloadrequiredone ofResponse payload.
extraction_errorsrequiredone ofExtraction errors.
Response 400application/json
1 fields

Bad request

FieldTypeDescription
messageone ofEither message or object with additional properties.
Response 403application/json
2 fields

Forbidden

FieldTypeDescription
messagestringRequest forbidden -- authorization will not help
urlstring (url)Indicates at which URL the error occurs
Response 404application/json
1 fields

Partner, flow or execution not found

FieldTypeDescription
messagestringNothing matches the given URI
POST /vendors/encompass-loan/flows/post-closing-condition/jobs

Create Post Closing conditions

createPostClosingCondition

Create Post Closing Conditions

Create Post Closing conditions Creates post closing conditions for the specified loan.

Request collection example:

 {
 "metadata": {
 "validation": true,
 "version": 2
 },
 "data": {
 "loan_identifiers": [
 {
 "@id": "9b769276-84ef-4090-b746-845d7b5cf623",
 "@type": "loan_identifier",
 "has_loan_identifier_value": {
 "has_value": "843dda6c-0b51-4699-a822-faea3a7f0215"
 }
 }
 ],
 "conditions": [
 {
 "@id": "11d4f1b0-9fa7-4aa2-b543-5286e811ed50",
 "@type": "condition",
 "has_condition_description": {
 "has_value": "First post closing condition description"
 }
 },
 {
 "@id": "11d4f1b0-9fa7-4aa2-b543-5286e811ed50",
 "@type": "condition",
 "has_condition_description": {
 "has_value": "Second post closing condition description"
 }
 }
 ]
 }
}
Request
application/json
{
  "transaction_id": "01F7S0N7CQ31DZQYVSVPN66GNK",
  "request_collection_id": "01F7S0N7CQ31DZQYVSVPN66GNK",
  "callback_url": "https://httpbin.org/post"
}
Response
application/json

Bad request

{
  "message": {
    "schema_type": [
      "Must be one of: create, update."
    ]
  }
}
Parameters
1
ParameterTypeExampleDescription
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Environment API Key.
Request bodyapplication/json
6 fields
FieldTypeDescription
transaction_idrequiredstringTransaction ID
request_collection_idstringRequest collection ID
response_collection_idstringResponse collection ID
callback_urlrequiredstring (uri)Destination URL on which final result of the flow execution will be sent
request_payloadrequiredobjectData that have to passed into the flow
debug_configobjectDebug configuration.
dry_runbooleanWhether to run a flow in a debug response-mocked mode. Applicable with other debug options.Example false
render_ack_urlstring (uri)If flow contains `CREATE_WIDGET` step, Connector will try to acknowledge user with POST request sent to `render_ack_url`. Applicable with other debug options.Example https://notifications.example.com/rendered-widgets-w-job
poll_withobjectWhether to run a flow in a debug self-poll mode. Applicable with other debug options.
intervalrequiredintegerPolling interval in seconds.Example 30
Response 200application/json
2 fields

Partner credentials successfully updated.

FieldTypeDescription
job_idstringExecution ID
job_statusstringExecution status
Response 400application/json
1 fields

Bad request

FieldTypeDescription
messageone ofEither message or object with additional properties.
Response 403application/json
2 fields

Forbidden

FieldTypeDescription
messagestringRequest forbidden -- authorization will not help
urlstring (url)Indicates at which URL the error occurs
Response 404application/json
1 fields

Partner not found

FieldTypeDescription
messagestringNothing matches the given URI
GET /vendors/encompass-loan/flows/post-closing-condition/jobs/{job_id}

Retrieve Post Closing Conditions Status

retrievePostClosingConditionStatus

Retrieve Post Closing Conditions Execution Status

This endpoint allows getting status of the job.

Response
application/json

Execution status successfully retrieved

{
  "status": "FAILED",
  "executed_events": [
    "GetCredentials",
    "Wait1",
    "Wait2"
  ],
  "last_event": "Wait2",
  "details": [
    {
      "event_id": 2,
      "event_type": "stateEnteredEventDetails",
      "event_name": "GetCredentials",
      "timestamp": "2021-06-10 23:25:27.661000+03:00",
      "previous_event_id": 0,
      "input_details": {}
    },
    {
      "event_id": 6,
      "event_type": "stateExitedEventDetails",
      "event_name": "GetCredentials",
      "timestamp": "2021-06-10 23:25:30.280000+03:00",
      "previous_event_id": 5
    },
    {
      "event_id": 7,
      "event_type": "stateEnteredEventDetails",
      "event_name": "Wait1",
      "timestamp": "2021-06-10 23:25:30.289000+03:00",
      "previous_event_id": 6,
      "input_details": {}
    },
    {
      "event_id": 8,
      "event_type": "stateExitedEventDetails",
      "event_name": "Wait1",
      "timestamp": "2021-06-10 23:25:40.289000+03:00",
      "previous_event_id": 7
    },
    {
      "event_id": 9,
      "event_type": "stateEnteredEventDetails",
      "event_name": "Wait2",
      "timestamp": "2021-06-10 23:25:40.296000+03:00",
      "previous_event_id": 8,
      "input_details": {}
    },
    {
      "event_id": 10,
      "event_type": "executionFailedEventDetails",
      "timestamp": "2021-06-10 23:25:40.296000+03:00",
      "previous_event_id": 0,
      "error": {
        "type": "Runtime",
        "cause": "An error occurred while executing the state 'Wait2' (entered at the event id #9). The SecondsPath parameter does not reference an input value: $.request_payload.sec"
      }
    }
  ],
  "input": {
    "callback_url": "https://rock.site/09876ercftvghnj3iy4738c-3crv/",
    "transaction_id": "01FG3YHN4FCJ4EYW6326ZAQW6Y",
    "response_collection_id": "01FG3YHR1TYXTAAZZHMTX50HQV",
    "request_collection_id": "01FG3YHQW2TY3A2GVKX5SXAB4D"
  },
  "output": {
    "response_payload": {
      "invoice_id": "in_18jwqyLlRB0eXbMtrUQ97YBw",
      "invoice_data": {
        "object": {
          "id": "cs_temp_use_ConnectorForANYVendor integration",
          "name": "customer",
          "amount": 100000
        }
      },
      "invoice_metadata": {
        "user_id": "9872b3ck2kmXYZ"
      }
    },
    "extraction_errors": {
      "lpa.xyz": "not-found"
    }
  }
}
Parameters
2
ParameterTypeExampleDescription
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Environment API Key.
job_id required string (uuid) path 7c668252-d2ba-job-id-896d-1f73236287d9 Execution ID
Response 200application/json
6 fields

Execution status successfully retrieved

FieldTypeDescription
statusstringExecution statusABORTEDFAILEDRUNNINGSUCCEEDEDTIMED_OUT
executed_eventsstring[]List of executed events
last_eventstringLast executed event
detailsobject[]Executed events details
inputobjectShort data you used for invoking the flow.
transaction_idrequiredstringTransaction ID
request_collection_idrequiredstringRequest collection ID
response_collection_idrequiredstringResponse collection ID
callback_urlrequiredstring (uri)Destination URL on which final result of the flow execution was configured to be sent
outputobjectShort data of the output.
response_payloadrequiredone ofResponse payload.
extraction_errorsrequiredone ofExtraction errors.
Response 400application/json
1 fields

Bad request

FieldTypeDescription
messageone ofEither message or object with additional properties.
Response 403application/json
2 fields

Forbidden

FieldTypeDescription
messagestringRequest forbidden -- authorization will not help
urlstring (url)Indicates at which URL the error occurs
Response 404application/json
1 fields

Partner, flow or execution not found

FieldTypeDescription
messagestringNothing matches the given URI

Management

POST /vendors/encompass-loan/flows/create-loan/jobs

Create loan

createLoan

Create loan Create a new loan. Result collection will contain a unique loan identifier.

Request collection example:

 {
 "metadata": {
 "version": 2,
 "validation": true
 },
 "data": {
 "loans": [
 {
 "@id": "01GE2HCSCYZ6G0T2M1PJ9DWKMB",
 "@type": "loan",
 "with_borrower": [
 "01G8GQR3ZJTN94YDQ6PNTZEVYB"
 ]
 }
 ],
 "people": [
 {
 "@id": "01G8GQR3ZJTN94YDQ6PNTZEVYB",
 "@type": "borrower",
 "has_first_name": {
 "has_value": "John"
 },
 "has_last_name": {
 "has_value": "Doe"
 },
 "has_borroweShow the rest
r_birth_date": { "has_value": "1983-01-02" }, "contact_at": ["01FKFFD83NWT8FKZ3EMFEHXW8M"] } ], "contact_information": [ { "has_email_address": { "has_value": "some.email@fake.com" }, "has_home_phone_number": { "has_value": "555666777" }, "@type": "contact_information", "@id": "01FKFFD83NWT8FKZ3EMFEHXW8M" } ] } }
Request
application/json
{
  "transaction_id": "01F7S0N7CQ31DZQYVSVPN66GNK",
  "request_collection_id": "01F7S0N7CQ31DZQYVSVPN66GNK",
  "request_payload": {},
  "callback_url": "https://webhook.site/cc87117a-36ee-4b8b-b098-e9cf209821a2"
}
Response
application/json

Bad request

{
  "message": {
    "schema_type": [
      "Must be one of: create, update."
    ]
  }
}
Parameters
1
ParameterTypeExampleDescription
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Environment API Key.
Request bodyapplication/json
6 fields
FieldTypeDescription
transaction_idrequiredstringTransaction ID
request_collection_idstringRequest collection ID
response_collection_idstringResponse collection ID
callback_urlrequiredstring (uri)Destination URL on which final result of the flow execution will be sent
request_payloadrequiredobjectData that have to passed into the flow
debug_configobjectDebug configuration.
dry_runbooleanWhether to run a flow in a debug response-mocked mode. Applicable with other debug options.Example false
render_ack_urlstring (uri)If flow contains `CREATE_WIDGET` step, Connector will try to acknowledge user with POST request sent to `render_ack_url`. Applicable with other debug options.Example https://notifications.example.com/rendered-widgets-w-job
poll_withobjectWhether to run a flow in a debug self-poll mode. Applicable with other debug options.
intervalrequiredintegerPolling interval in seconds.Example 30
Response 200application/json
2 fields

New loan successfully created.

FieldTypeDescription
job_idstringExecution ID
job_statusstringExecution status
Response 400application/json
1 fields

Bad request

FieldTypeDescription
messageone ofEither message or object with additional properties.
Response 403application/json
2 fields

Forbidden

FieldTypeDescription
messagestringRequest forbidden -- authorization will not help
urlstring (url)Indicates at which URL the error occurs
Response 404application/json
1 fields

Partner not found

FieldTypeDescription
messagestringNothing matches the given URI
GET /vendors/encompass-loan/flows/create-loan/jobs/{job_id}

Retrieve Create Loan Status

retrieveCreateLoanStatus

Retrieve create loan status

This endpoint allows getting status of the job.

Response
application/json

Execution status successfully retrieved

{
  "status": "FAILED",
  "executed_events": [
    "GetCredentials",
    "Wait1",
    "Wait2"
  ],
  "last_event": "Wait2",
  "details": [
    {
      "event_id": 2,
      "event_type": "stateEnteredEventDetails",
      "event_name": "GetCredentials",
      "timestamp": "2021-06-10 23:25:27.661000+03:00",
      "previous_event_id": 0,
      "input_details": {}
    },
    {
      "event_id": 6,
      "event_type": "stateExitedEventDetails",
      "event_name": "GetCredentials",
      "timestamp": "2021-06-10 23:25:30.280000+03:00",
      "previous_event_id": 5
    },
    {
      "event_id": 7,
      "event_type": "stateEnteredEventDetails",
      "event_name": "Wait1",
      "timestamp": "2021-06-10 23:25:30.289000+03:00",
      "previous_event_id": 6,
      "input_details": {}
    },
    {
      "event_id": 8,
      "event_type": "stateExitedEventDetails",
      "event_name": "Wait1",
      "timestamp": "2021-06-10 23:25:40.289000+03:00",
      "previous_event_id": 7
    },
    {
      "event_id": 9,
      "event_type": "stateEnteredEventDetails",
      "event_name": "Wait2",
      "timestamp": "2021-06-10 23:25:40.296000+03:00",
      "previous_event_id": 8,
      "input_details": {}
    },
    {
      "event_id": 10,
      "event_type": "executionFailedEventDetails",
      "timestamp": "2021-06-10 23:25:40.296000+03:00",
      "previous_event_id": 0,
      "error": {
        "type": "Runtime",
        "cause": "An error occurred while executing the state 'Wait2' (entered at the event id #9). The SecondsPath parameter does not reference an input value: $.request_payload.sec"
      }
    }
  ],
  "input": {
    "callback_url": "https://rock.site/09876ercftvghnj3iy4738c-3crv/",
    "transaction_id": "01FG3YHN4FCJ4EYW6326ZAQW6Y",
    "response_collection_id": "01FG3YHR1TYXTAAZZHMTX50HQV",
    "request_collection_id": "01FG3YHQW2TY3A2GVKX5SXAB4D"
  },
  "output": {
    "response_payload": {
      "invoice_id": "in_18jwqyLlRB0eXbMtrUQ97YBw",
      "invoice_data": {
        "object": {
          "id": "cs_temp_use_ConnectorForANYVendor integration",
          "name": "customer",
          "amount": 100000
        }
      },
      "invoice_metadata": {
        "user_id": "9872b3ck2kmXYZ"
      }
    },
    "extraction_errors": {
      "lpa.xyz": "not-found"
    }
  }
}
Parameters
2
ParameterTypeExampleDescription
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Environment API Key.
job_id required string (uuid) path 7c668252-d2ba-job-id-896d-1f73236287d9 Execution ID
Response 200application/json
6 fields

Execution status successfully retrieved

FieldTypeDescription
statusstringExecution statusABORTEDFAILEDRUNNINGSUCCEEDEDTIMED_OUT
executed_eventsstring[]List of executed events
last_eventstringLast executed event
detailsobject[]Executed events details
inputobjectShort data you used for invoking the flow.
transaction_idrequiredstringTransaction ID
request_collection_idrequiredstringRequest collection ID
response_collection_idrequiredstringResponse collection ID
callback_urlrequiredstring (uri)Destination URL on which final result of the flow execution was configured to be sent
outputobjectShort data of the output.
response_payloadrequiredone ofResponse payload.
extraction_errorsrequiredone ofExtraction errors.
Response 400application/json
1 fields

Bad request

FieldTypeDescription
messageone ofEither message or object with additional properties.
Response 403application/json
2 fields

Forbidden

FieldTypeDescription
messagestringRequest forbidden -- authorization will not help
urlstring (url)Indicates at which URL the error occurs
Response 404application/json
1 fields

Partner, flow or execution not found

FieldTypeDescription
messagestringNothing matches the given URI
POST /vendors/encompass-loan/flows/update-loan/jobs

Update loan

updateLoan

Create loan

Update loan Update existing loan. Input collection must contain at least unique loan identifier. Request collection example:

 {
 "metadata": {
 "version": 2,
 "validation": true
 },
 "data": {
 "addresses": [
 {
 "@type": "property_address",
 "@id": "01GEN93QY2E1GJ7QS9GZDY3TBH",
 "has_address_line_1_text": {
 "has_value": "209 N Highway 45"
 },
 "has_city_name": {
 "has_value": "Bonanza"
 },
 "has_postal_code": {
 "has_value": "72916"
 },
 "has_state_code": {
 "has_value": "AR"
 },
 "has_unit_identifier&quShow the rest
ot;: { "has_value": "14" } } ], "contact_information": [ { "@type": "contact_information", "@id": "01GEB6TJ18W8FYDBPQRD2NED6E", "has_email_address": { "has_value": "some.email@fake.com" }, "has_home_phone_number": { "has_value": "555-555-555" } } ], "loan_identifiers": [ { "@type": "loan_identifier", "@id": "01GEB6TJ17H9V8F0VZCP80242X", "has_loan_identifier_value": { "has_value": "8540f696-9a51-4c03-8292-493e520fc67b" } } ], "loans": [ { "@type": "loan", "with_borrower": [ "01GEB6TJ176FMNPWDCFWGPH9GH" ], "with_loan_identifier": [ "01GEB6TJ17H9V8F0VZCP80242X" ], "@id": "01GEB6TJRS8MV4SPR98WF4X7H7" } ], "people": [ { "@type": "borrower", "@id": "01GEB6TJ176FMNPWDCFWGPH9GH", "contact_at": [ "01GEB6TJ18W8FYDBPQRD2NED6E" ], "has_borrower_birth_date": { "has_value": "1991-01-02" }, "has_first_name": { "has_value": "Dmytro" }, "has_last_name": { "has_value": "Gorshenin" } } ] } }
Request
application/json
{
  "transaction_id": "01F7S0N7CQ31DZQYVSVPN66GNK",
  "request_collection_id": "01F7S0N7CQ31DZQYVSVPN66GNK",
  "request_payload": {},
  "callback_url": "https://webhook.site/cc87117a-36ee-4b8b-b098-e9cf209821a2"
}
Response
application/json

Bad request

{
  "message": {
    "schema_type": [
      "Must be one of: create, update."
    ]
  }
}
Parameters
2
ParameterTypeExampleDescription
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Environment API Key.
Content-Type required string header application/json Content type
Request bodyapplication/json
6 fields
FieldTypeDescription
transaction_idrequiredstringTransaction ID
request_collection_idstringRequest collection ID
response_collection_idstringResponse collection ID
callback_urlrequiredstring (uri)Destination URL on which final result of the flow execution will be sent
request_payloadrequiredobjectData that have to passed into the flow
debug_configobjectDebug configuration.
dry_runbooleanWhether to run a flow in a debug response-mocked mode. Applicable with other debug options.Example false
render_ack_urlstring (uri)If flow contains `CREATE_WIDGET` step, Connector will try to acknowledge user with POST request sent to `render_ack_url`. Applicable with other debug options.Example https://notifications.example.com/rendered-widgets-w-job
poll_withobjectWhether to run a flow in a debug self-poll mode. Applicable with other debug options.
intervalrequiredintegerPolling interval in seconds.Example 30
Response 200application/json
2 fields

Loan successfully update.

FieldTypeDescription
job_idstringExecution ID
job_statusstringExecution status
Response 400application/json
1 fields

Bad request

FieldTypeDescription
messageone ofEither message or object with additional properties.
Response 403application/json
2 fields

Forbidden

FieldTypeDescription
messagestringRequest forbidden -- authorization will not help
urlstring (url)Indicates at which url the error occurs
Response 404application/json
1 fields

Partner not found

FieldTypeDescription
messagestringNothing matches the given URI
GET /vendors/encompass-loan/flows/update-loan/jobs/{job_id}

Retrieve Update Loan Status

retrieveUpdateLoanStatus

Retrieve update loan status

This endpoint allows getting status of the job.

Response
application/json

Execution status successfully retrieved

{
  "status": "FAILED",
  "executed_events": [
    "GetCredentials",
    "Wait1",
    "Wait2"
  ],
  "last_event": "Wait2",
  "details": [
    {
      "event_id": 2,
      "event_type": "stateEnteredEventDetails",
      "event_name": "GetCredentials",
      "timestamp": "2021-06-10 23:25:27.661000+03:00",
      "previous_event_id": 0,
      "input_details": {}
    },
    {
      "event_id": 6,
      "event_type": "stateExitedEventDetails",
      "event_name": "GetCredentials",
      "timestamp": "2021-06-10 23:25:30.280000+03:00",
      "previous_event_id": 5
    },
    {
      "event_id": 7,
      "event_type": "stateEnteredEventDetails",
      "event_name": "Wait1",
      "timestamp": "2021-06-10 23:25:30.289000+03:00",
      "previous_event_id": 6,
      "input_details": {}
    },
    {
      "event_id": 8,
      "event_type": "stateExitedEventDetails",
      "event_name": "Wait1",
      "timestamp": "2021-06-10 23:25:40.289000+03:00",
      "previous_event_id": 7
    },
    {
      "event_id": 9,
      "event_type": "stateEnteredEventDetails",
      "event_name": "Wait2",
      "timestamp": "2021-06-10 23:25:40.296000+03:00",
      "previous_event_id": 8,
      "input_details": {}
    },
    {
      "event_id": 10,
      "event_type": "executionFailedEventDetails",
      "timestamp": "2021-06-10 23:25:40.296000+03:00",
      "previous_event_id": 0,
      "error": {
        "type": "Runtime",
        "cause": "An error occurred while executing the state 'Wait2' (entered at the event id #9). The SecondsPath parameter does not reference an input value: $.request_payload.sec"
      }
    }
  ],
  "input": {
    "callback_url": "https://rock.site/09876ercftvghnj3iy4738c-3crv/",
    "transaction_id": "01FG3YHN4FCJ4EYW6326ZAQW6Y",
    "response_collection_id": "01FG3YHR1TYXTAAZZHMTX50HQV",
    "request_collection_id": "01FG3YHQW2TY3A2GVKX5SXAB4D"
  },
  "output": {
    "response_payload": {
      "invoice_id": "in_18jwqyLlRB0eXbMtrUQ97YBw",
      "invoice_data": {
        "object": {
          "id": "cs_temp_use_ConnectorForANYVendor integration",
          "name": "customer",
          "amount": 100000
        }
      },
      "invoice_metadata": {
        "user_id": "9872b3ck2kmXYZ"
      }
    },
    "extraction_errors": {
      "lpa.xyz": "not-found"
    }
  }
}
Parameters
2
ParameterTypeExampleDescription
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Environment API Key.
job_id required string (uuid) path 7c668252-d2ba-job-id-896d-1f73236287d9 Execution ID
Response 200application/json
6 fields

Execution status successfully retrieved

FieldTypeDescription
statusstringExecution statusABORTEDFAILEDRUNNINGSUCCEEDEDTIMED_OUT
executed_eventsstring[]List of executed events
last_eventstringLast executed event
detailsobject[]Executed events details
inputobjectShort data you used for invoking the flow.
transaction_idrequiredstringTransaction ID
request_collection_idrequiredstringRequest collection ID
response_collection_idrequiredstringResponse collection ID
callback_urlrequiredstring (uri)Destination URL on which final result of the flow execution was configured to be sent
outputobjectShort data of the output.
response_payloadrequiredone ofResponse payload.
extraction_errorsrequiredone ofExtraction errors.
Response 400application/json
1 fields

Bad request

FieldTypeDescription
messageone ofEither message or object with additional properties.
Response 403application/json
2 fields

Forbidden

FieldTypeDescription
messagestringRequest forbidden -- authorization will not help
urlstring (url)Indicates at which URL the error occurs
Response 404application/json
1 fields

Partner, flow or execution not found

FieldTypeDescription
messagestringNothing matches the given URI
POST /vendors/encompass-loan/flows/get-loan/jobs

Get loan

getLoan

Get loan Get loan. Input collection must contain unique loan identifier. Request collection example:

 {
 "metadata": {
 "version": 2,
 "validation": true
 },
 "data": {
 "loan_identifiers": [
 {
 "@type": "loan_identifier",
 "@id": "01GEB6TJ17H9V8F0VZCP80242X",
 "has_loan_identifier_value": {
 "has_value": "8540f696-9a51-4c03-8292-493e520fc67b"
 }
 }
 ]
 }
 }
Request
application/json
{
  "transaction_id": "01F7S0N7CQ31DZQYVSVPN66GNK",
  "request_collection_id": "01F7S0N7CQ31DZQYVSVPN66GNK",
  "request_payload": {},
  "callback_url": "https://webhook.site/cc87117a-36ee-4b8b-b098-e9cf209821a2"
}
Response
application/json

Bad request

{
  "message": {
    "schema_type": [
      "Must be one of: create, update."
    ]
  }
}
Parameters
2
ParameterTypeExampleDescription
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Environment API Key.
Content-Type required string header application/json Content type
Request bodyapplication/json
6 fields
FieldTypeDescription
transaction_idrequiredstringTransaction ID
request_collection_idstringRequest collection ID
response_collection_idstringResponse collection ID
callback_urlrequiredstring (uri)Destination URL on which final result of the flow execution will be sent
request_payloadrequiredobjectData that have to passed into the flow
debug_configobjectDebug configuration.
dry_runbooleanWhether to run a flow in a debug response-mocked mode. Applicable with other debug options.Example false
render_ack_urlstring (uri)If flow contains `CREATE_WIDGET` step, Connector will try to acknowledge user with POST request sent to `render_ack_url`. Applicable with other debug options.Example https://notifications.example.com/rendered-widgets-w-job
poll_withobjectWhether to run a flow in a debug self-poll mode. Applicable with other debug options.
intervalrequiredintegerPolling interval in seconds.Example 30
Response 200application/json
2 fields

Loan response collection.

FieldTypeDescription
job_idstringExecution ID
job_statusstringExecution status
Response 400application/json
1 fields

Bad request

FieldTypeDescription
messageone ofEither message or object with additional properties.
Response 403application/json
2 fields

Forbidden

FieldTypeDescription
messagestringRequest forbidden -- authorization will not help
urlstring (url)Indicates at which url the error occurs
Response 404application/json
1 fields

Partner not found

FieldTypeDescription
messagestringNothing matches the given URI
GET /vendors/encompass-loan/flows/get-loan/jobs/{job_id}

Retrieve Get Loan Status

retrieveGetLoanStatus

Retrieve get loan status

This endpoint allows getting status of the job.

Response
application/json

Execution status successfully retrieved

{
  "status": "FAILED",
  "executed_events": [
    "GetCredentials",
    "Wait1",
    "Wait2"
  ],
  "last_event": "Wait2",
  "details": [
    {
      "event_id": 2,
      "event_type": "stateEnteredEventDetails",
      "event_name": "GetCredentials",
      "timestamp": "2021-06-10 23:25:27.661000+03:00",
      "previous_event_id": 0,
      "input_details": {}
    },
    {
      "event_id": 6,
      "event_type": "stateExitedEventDetails",
      "event_name": "GetCredentials",
      "timestamp": "2021-06-10 23:25:30.280000+03:00",
      "previous_event_id": 5
    },
    {
      "event_id": 7,
      "event_type": "stateEnteredEventDetails",
      "event_name": "Wait1",
      "timestamp": "2021-06-10 23:25:30.289000+03:00",
      "previous_event_id": 6,
      "input_details": {}
    },
    {
      "event_id": 8,
      "event_type": "stateExitedEventDetails",
      "event_name": "Wait1",
      "timestamp": "2021-06-10 23:25:40.289000+03:00",
      "previous_event_id": 7
    },
    {
      "event_id": 9,
      "event_type": "stateEnteredEventDetails",
      "event_name": "Wait2",
      "timestamp": "2021-06-10 23:25:40.296000+03:00",
      "previous_event_id": 8,
      "input_details": {}
    },
    {
      "event_id": 10,
      "event_type": "executionFailedEventDetails",
      "timestamp": "2021-06-10 23:25:40.296000+03:00",
      "previous_event_id": 0,
      "error": {
        "type": "Runtime",
        "cause": "An error occurred while executing the state 'Wait2' (entered at the event id #9). The SecondsPath parameter does not reference an input value: $.request_payload.sec"
      }
    }
  ],
  "input": {
    "callback_url": "https://rock.site/09876ercftvghnj3iy4738c-3crv/",
    "transaction_id": "01FG3YHN4FCJ4EYW6326ZAQW6Y",
    "response_collection_id": "01FG3YHR1TYXTAAZZHMTX50HQV",
    "request_collection_id": "01FG3YHQW2TY3A2GVKX5SXAB4D"
  },
  "output": {
    "response_payload": {
      "invoice_id": "in_18jwqyLlRB0eXbMtrUQ97YBw",
      "invoice_data": {
        "object": {
          "id": "cs_temp_use_ConnectorForANYVendor integration",
          "name": "customer",
          "amount": 100000
        }
      },
      "invoice_metadata": {
        "user_id": "9872b3ck2kmXYZ"
      }
    },
    "extraction_errors": {
      "lpa.xyz": "not-found"
    }
  }
}
Parameters
2
ParameterTypeExampleDescription
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Environment API Key.
job_id required string (uuid) path 7c668252-d2ba-job-id-896d-1f73236287d9 Execution ID
Response 200application/json
6 fields

Execution status successfully retrieved

FieldTypeDescription
statusstringExecution statusABORTEDFAILEDRUNNINGSUCCEEDEDTIMED_OUT
executed_eventsstring[]List of executed events
last_eventstringLast executed event
detailsobject[]Executed events details
inputobjectShort data you used for invoking the flow.
transaction_idrequiredstringTransaction ID
request_collection_idrequiredstringRequest collection ID
response_collection_idrequiredstringResponse collection ID
callback_urlrequiredstring (uri)Destination URL on which final result of the flow execution was configured to be sent
outputobjectShort data of the output.
response_payloadrequiredone ofResponse payload.
extraction_errorsrequiredone ofExtraction errors.
Response 400application/json
1 fields

Bad request

FieldTypeDescription
messageone ofEither message or object with additional properties.
Response 403application/json
2 fields

Forbidden

FieldTypeDescription
messagestringRequest forbidden -- authorization will not help
urlstring (url)Indicates at which URL the error occurs
Response 404application/json
1 fields

Partner, flow or execution not found

FieldTypeDescription
messagestringNothing matches the given URI
POST /vendors/encompass-loan/flows/update-loan-status/jobs

Update loan statuses

updateLoanStatus

Update loan statuses Update the custom loan statuses. Statuses will be mapped to the predefined custom fields that have names like CUST01FV, CUST02FV etc. Request collection example:

 {
 "metadata": {
 "version": 2,
 "validation": true,
 "client_status": "ELIGIBLE",
 "activity_status": "PENDING APPROVAL"
 },
 "data": {
 "loan_identifiers": [
 {
 "@id": "01GDZWKTYKX1WB5A2Y4SPXZSB9",
 "@type": "loan_identifier",
 "has_loan_identifier_value": {
 "has_value": "0ab69a33-38b5-4cb7-a846-815ee6463bca"
 }
 }
 ]
 }
 }
Request
application/json
{
  "transaction_id": "01F7S0N7CQ31DZQYVSVPN66GNK",
  "request_collection_id": "01F7S0N7CQ31DZQYVSVPN66GNK",
  "request_payload": {},
  "callback_url": "https://webhook.site/cc87117a-36ee-4b8b-b098-e9cf209821a2"
}
Response
application/json

Bad request

{
  "message": {
    "schema_type": [
      "Must be one of: create, update."
    ]
  }
}
Parameters
2
ParameterTypeExampleDescription
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Environment API Key.
Content-Type required string header application/json Content type
Request bodyapplication/json
6 fields
FieldTypeDescription
transaction_idrequiredstringTransaction ID
request_collection_idstringRequest collection ID
response_collection_idstringResponse collection ID
callback_urlrequiredstring (uri)Destination URL on which final result of the flow execution will be sent
request_payloadrequiredobjectData that have to passed into the flow
debug_configobjectDebug configuration.
dry_runbooleanWhether to run a flow in a debug response-mocked mode. Applicable with other debug options.Example false
render_ack_urlstring (uri)If flow contains `CREATE_WIDGET` step, Connector will try to acknowledge user with POST request sent to `render_ack_url`. Applicable with other debug options.Example https://notifications.example.com/rendered-widgets-w-job
poll_withobjectWhether to run a flow in a debug self-poll mode. Applicable with other debug options.
intervalrequiredintegerPolling interval in seconds.Example 30
Response 200application/json
2 fields

Customer statuses successfully updated.

FieldTypeDescription
job_idstringExecution ID
job_statusstringExecution status
Response 400application/json
1 fields

Bad request

FieldTypeDescription
messageone ofEither message or object with additional properties.
Response 403application/json
2 fields

Forbidden

FieldTypeDescription
messagestringRequest forbidden -- authorization will not help
urlstring (url)Indicates at which url the error occurs
Response 404application/json
1 fields

Partner not found

FieldTypeDescription
messagestringNothing matches the given URI
GET /vendors/encompass-loan/flows/update-loan-status/jobs/{job_id}

Retrieve Update Loan Status Result

retrieveUpdateLoanStatusResult

This endpoint allows getting status of the job.

Response
application/json

Execution status successfully retrieved

{
  "status": "FAILED",
  "executed_events": [
    "GetCredentials",
    "Wait1",
    "Wait2"
  ],
  "last_event": "Wait2",
  "details": [
    {
      "event_id": 2,
      "event_type": "stateEnteredEventDetails",
      "event_name": "GetCredentials",
      "timestamp": "2021-06-10 23:25:27.661000+03:00",
      "previous_event_id": 0,
      "input_details": {}
    },
    {
      "event_id": 6,
      "event_type": "stateExitedEventDetails",
      "event_name": "GetCredentials",
      "timestamp": "2021-06-10 23:25:30.280000+03:00",
      "previous_event_id": 5
    },
    {
      "event_id": 7,
      "event_type": "stateEnteredEventDetails",
      "event_name": "Wait1",
      "timestamp": "2021-06-10 23:25:30.289000+03:00",
      "previous_event_id": 6,
      "input_details": {}
    },
    {
      "event_id": 8,
      "event_type": "stateExitedEventDetails",
      "event_name": "Wait1",
      "timestamp": "2021-06-10 23:25:40.289000+03:00",
      "previous_event_id": 7
    },
    {
      "event_id": 9,
      "event_type": "stateEnteredEventDetails",
      "event_name": "Wait2",
      "timestamp": "2021-06-10 23:25:40.296000+03:00",
      "previous_event_id": 8,
      "input_details": {}
    },
    {
      "event_id": 10,
      "event_type": "executionFailedEventDetails",
      "timestamp": "2021-06-10 23:25:40.296000+03:00",
      "previous_event_id": 0,
      "error": {
        "type": "Runtime",
        "cause": "An error occurred while executing the state 'Wait2' (entered at the event id #9). The SecondsPath parameter does not reference an input value: $.request_payload.sec"
      }
    }
  ],
  "input": {
    "callback_url": "https://rock.site/09876ercftvghnj3iy4738c-3crv/",
    "transaction_id": "01FG3YHN4FCJ4EYW6326ZAQW6Y",
    "response_collection_id": "01FG3YHR1TYXTAAZZHMTX50HQV",
    "request_collection_id": "01FG3YHQW2TY3A2GVKX5SXAB4D"
  },
  "output": {
    "response_payload": {
      "invoice_id": "in_18jwqyLlRB0eXbMtrUQ97YBw",
      "invoice_data": {
        "object": {
          "id": "cs_temp_use_ConnectorForANYVendor integration",
          "name": "customer",
          "amount": 100000
        }
      },
      "invoice_metadata": {
        "user_id": "9872b3ck2kmXYZ"
      }
    },
    "extraction_errors": {
      "lpa.xyz": "not-found"
    }
  }
}
Parameters
2
ParameterTypeExampleDescription
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Environment API Key.
job_id required string (uuid) path 7c668252-d2ba-job-id-896d-1f73236287d9 Execution ID
Response 200application/json
6 fields

Execution status successfully retrieved

FieldTypeDescription
statusstringExecution statusABORTEDFAILEDRUNNINGSUCCEEDEDTIMED_OUT
executed_eventsstring[]List of executed events
last_eventstringLast executed event
detailsobject[]Executed events details
inputobjectShort data you used for invoking the flow.
transaction_idrequiredstringTransaction ID
request_collection_idrequiredstringRequest collection ID
response_collection_idrequiredstringResponse collection ID
callback_urlrequiredstring (uri)Destination URL on which final result of the flow execution was configured to be sent
outputobjectShort data of the output.
response_payloadrequiredone ofResponse payload.
extraction_errorsrequiredone ofExtraction errors.
Response 400application/json
1 fields

Bad request

FieldTypeDescription
messageone ofEither message or object with additional properties.
Response 403application/json
2 fields

Forbidden

FieldTypeDescription
messagestringRequest forbidden -- authorization will not help
urlstring (url)Indicates at which URL the error occurs
Response 404application/json
1 fields

Partner, flow or execution not found

FieldTypeDescription
messagestringNothing matches the given URI

Documents

POST /vendors/encompass-loan/flows/upload-attachment-document/jobs

Upload Attachment Document

uploadAttachmentDocument

Upload Attachment Document uploads and attach a file to a specified loan, it gets an entity reference to the document that the attachment is to be assigned to.

Request collection example:

 {
 "metadata": {
 "validation": True,
 "version": 2
 },
 "data": {
 "documents": [
 {
 "@id": "79762ab7-cc56-4279-a400-b627fdce3ec5",
 "@type": "bailee_letter",
 "has_staircase_blob_identifier": {
 "has_value": "01GE1BVKVPFXYVXPFMQ2N1RYH3"
 }
 }
 ],
 "loan_identifiers": [
 {
 "@id": "11231233223231",
 "@type": "loan_identifier",
 "has_loan_identifier_value": {
 "has_value": "0ab69a33-38b5-4cb7-a846-815ee6463bca"
 }
 }
 ],
 "loans": [
 {
 "@id": "456463545646123",
 "@type": "loan",
 "with_loan_identifier": [
 "11231233223231"
 ]
 }
 ]
 }
 }
Request
application/json
{
  "transaction_id": "01F7S0N7CQ31DZQYVSVPN66GNK",
  "request_collection_id": "01F7S0N7CQ31DZQYVSVPN66GNK",
  "callback_url": "https://webhook.site/cc87117a-36ee-4b8b-b098-e9cf209821a2"
}
Response
application/json

Bad request

{
  "message": {
    "schema_type": [
      "Must be one of: create, update."
    ]
  }
}
Parameters
1
ParameterTypeExampleDescription
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Environment API Key.
Request bodyapplication/json
6 fields
FieldTypeDescription
transaction_idrequiredstringTransaction ID
request_collection_idstringRequest collection ID
response_collection_idstringResponse collection ID
callback_urlrequiredstring (uri)Destination URL on which final result of the flow execution will be sent
request_payloadrequiredobjectData that have to passed into the flow
debug_configobjectDebug configuration.
dry_runbooleanWhether to run a flow in a debug response-mocked mode. Applicable with other debug options.Example false
render_ack_urlstring (uri)If flow contains `CREATE_WIDGET` step, Connector will try to acknowledge user with POST request sent to `render_ack_url`. Applicable with other debug options.Example https://notifications.example.com/rendered-widgets-w-job
poll_withobjectWhether to run a flow in a debug self-poll mode. Applicable with other debug options.
intervalrequiredintegerPolling interval in seconds.Example 30
Response 200application/json
2 fields

Partner credentials successfully updated.

FieldTypeDescription
job_idstringExecution ID
job_statusstringExecution status
Response 400application/json
1 fields

Bad request

FieldTypeDescription
messageone ofEither message or object with additional properties.
Response 403application/json
2 fields

Forbidden

FieldTypeDescription
messagestringRequest forbidden -- authorization will not help
urlstring (url)Indicates at which URL the error occurs
Response 404application/json
1 fields

Partner not found

FieldTypeDescription
messagestringNothing matches the given URI
GET /vendors/encompass-loan/flows/upload-attachment-document/jobs/{job_id}

Retrieve Upload Attachment Document Status

uploadAttachmentDocumentStatus

Retrieve Upload Attachment Document Execution status

This endpoint allows getting status of the job.

Response
application/json

Execution status successfully retrieved

{
  "status": "FAILED",
  "executed_events": [
    "GetCredentials",
    "Wait1",
    "Wait2"
  ],
  "last_event": "Wait2",
  "details": [
    {
      "event_id": 2,
      "event_type": "stateEnteredEventDetails",
      "event_name": "GetCredentials",
      "timestamp": "2021-06-10 23:25:27.661000+03:00",
      "previous_event_id": 0,
      "input_details": {}
    },
    {
      "event_id": 6,
      "event_type": "stateExitedEventDetails",
      "event_name": "GetCredentials",
      "timestamp": "2021-06-10 23:25:30.280000+03:00",
      "previous_event_id": 5
    },
    {
      "event_id": 7,
      "event_type": "stateEnteredEventDetails",
      "event_name": "Wait1",
      "timestamp": "2021-06-10 23:25:30.289000+03:00",
      "previous_event_id": 6,
      "input_details": {}
    },
    {
      "event_id": 8,
      "event_type": "stateExitedEventDetails",
      "event_name": "Wait1",
      "timestamp": "2021-06-10 23:25:40.289000+03:00",
      "previous_event_id": 7
    },
    {
      "event_id": 9,
      "event_type": "stateEnteredEventDetails",
      "event_name": "Wait2",
      "timestamp": "2021-06-10 23:25:40.296000+03:00",
      "previous_event_id": 8,
      "input_details": {}
    },
    {
      "event_id": 10,
      "event_type": "executionFailedEventDetails",
      "timestamp": "2021-06-10 23:25:40.296000+03:00",
      "previous_event_id": 0,
      "error": {
        "type": "Runtime",
        "cause": "An error occurred while executing the state 'Wait2' (entered at the event id #9). The SecondsPath parameter does not reference an input value: $.request_payload.sec"
      }
    }
  ],
  "input": {
    "callback_url": "https://rock.site/09876ercftvghnj3iy4738c-3crv/",
    "transaction_id": "01FG3YHN4FCJ4EYW6326ZAQW6Y",
    "response_collection_id": "01FG3YHR1TYXTAAZZHMTX50HQV",
    "request_collection_id": "01FG3YHQW2TY3A2GVKX5SXAB4D"
  },
  "output": {
    "response_payload": {
      "invoice_id": "in_18jwqyLlRB0eXbMtrUQ97YBw",
      "invoice_data": {
        "object": {
          "id": "cs_temp_use_ConnectorForANYVendor integration",
          "name": "customer",
          "amount": 100000
        }
      },
      "invoice_metadata": {
        "user_id": "9872b3ck2kmXYZ"
      }
    },
    "extraction_errors": {
      "lpa.xyz": "not-found"
    }
  }
}
Parameters
2
ParameterTypeExampleDescription
job_id required string (uuid) path 7c668252-d2ba-job-id-896d-1f73236287d9 Execution ID
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Environment API Key.
Response 200application/json
6 fields

Execution status successfully retrieved

FieldTypeDescription
statusstringExecution statusABORTEDFAILEDRUNNINGSUCCEEDEDTIMED_OUT
executed_eventsstring[]List of executed events
last_eventstringLast executed event
detailsobject[]Executed events details
inputobjectShort data you used for invoking the flow.
transaction_idrequiredstringTransaction ID
request_collection_idrequiredstringRequest collection ID
response_collection_idrequiredstringResponse collection ID
callback_urlrequiredstring (uri)Destination URL on which final result of the flow execution was configured to be sent
outputobjectShort data of the output.
response_payloadrequiredone ofResponse payload.
extraction_errorsrequiredone ofExtraction errors.
Response 400application/json
1 fields

Bad request

FieldTypeDescription
messageone ofEither message or object with additional properties.
Response 403application/json
2 fields

Forbidden

FieldTypeDescription
messagestringRequest forbidden -- authorization will not help
urlstring (url)Indicates at which URL the error occurs
Response 404application/json
1 fields

Partner, flow or execution not found

FieldTypeDescription
messagestringNothing matches the given URI

Flows

POST /job/jobs/EncompassLoanRegistration/executions

Register loan

registerLoan

Register loan Start the job to register a loan and upload the funding obligation attachment.

Request
application/json
{
  "request_payload": {
    "loan": {
      "id": "01bdc36b-9ac3-43b3-a759-61966602d313",
      "loanNumber": "TEST220701690",
      "applications": [
        {
          "id": "6cb659a6-0396-4ebe-9de0-aef45fea61f8",
          "legacyId": "_borrower1",
          "vods": [
            {
              "id": "6a0eb0e8-146f-4361-b72e-92be27d96d60",
              "total": 10000,
              "foreignAddressIndicator": false,
              "items": [
                {
                  "itemNumber": 1,
                  "urla2020CashOrMarketValueAmount": 10000,
                  "foreignAddressIndicator": false
                }
              ],
              "altId": "628cd92a-7a6c-4c56-aa65-2fbce994473d"
            }
          ],
          "assetsAvailableAmount": 10000,
          "borrower": {
            "id": "6cb659a6-0396-4ebe-9de0-aef45fea61f8",
            "legacyId": "_borrower1",
            "ageAtApplicationYearsCount": 63,
            "applicantType": "Borrower",
            "authorizedCreditReportDate": "2022-07-16",
            "bankruptcyIndicatorChapterSeven": false,
            "bankruptcyIndicatorChapterEleven": false,
            "bankruptcyIndicatorChapterTwelve": false,
            "bankruptcyIndicatorChapterThirteen": false,
            "birthDate": "1958-12-12",
            "borrowerType": "Individual",
            "topRatioPercent": 0,
            "bottomRatioPercent": 0,
            "totalGrossMonthlyIncomeAmount": 0,
            "currentEmploymentDoesNotApply": false,
            "emailAddressText": "test@email.com",
            "employment": [
              {
                "id": "544aa3de-dfd5-4e0e-a5b8-fc1c2e1a2936",
                "currentEmploymentIndicator": true,
                "employerName": "Amazon",
                "noLinkToDocTrackIndicator": true,
                "altId": "d5681c90-50fd-4f89-8fac-3ae88c589387"
              }
            ],
            "firstName": "John",
            "firstNameWithMiddleName": "John",
            "fullName": "John Doe",
            "fullNameWithSuffix": "John Doe",
            "fannieFirstName": "John",
            "hmdaAge": "63",
            "isBorrower": true,
            "jointAssetLiabilityReportingIndicator1": "NotJointly",
            "lastName": "Doe",
            "lastNameWithSuffix": "Doe",
            "maritalStatusType": "Unmarried",
            "mobilePhone": "123-123-1232",
            "residences": [
              {
                "id": "6ec38e29-4af4-4ca4-b684-e1651be88536",
                "residencyType": "Current",
                "addressCity": "New York",
                "addressPostalCode": "10003",
                "addressState": "NY",
                "addressStreetLine1": "65 4th Ave",
                "addressCounty": "US",
                "countryCode": "US",
                "noLinkToDocTrackIndicator": true,
                "urla2020StreetAddress": "65 4th Ave",
                "country": "US",
                "altId": "0ffc9698-4d43-4799-9868-eb994af2a392"
              },
              {
                "id": "7aa56b7e-b230-4c79-9692-c84c964ca4cc",
                "residencyType": "Current",
                "addressCity": "NEW YORK",
                "addressPostalCode": "10003",
                "addressState": "NY",
                "addressStreetLine1": "65 4TH AVE",
                "countryCode": "US",
                "noLinkToDocTrackIndicator": true,
                "urla2020StreetAddress": "65 4TH AVE",
                "country": "US",
                "altId": "c2d12538-f9b7-409a-940c-00be98863d98"
              },
              {
                "id": "b283fac6-1862-4090-b023-e5e3f9cc5828",
                "residencyType": "Current",
                "addressCity": "NEW YORK",
                "addressPostalCode": "10003",
                "addressState": "NY",
                "addressStreetLine1": "65 4TH AVE",
                "countryCode": "US",
                "noLinkToDocTrackIndicator": true,
                "urla2020StreetAddress": "65 4TH AVE",
                "country": "US",
                "altId": "be934ee7-3355-49a7-b1be-f0c59a888080"
              }
            ],
            "subtotalLiquidAssetsMinusGiftAmount": 10000,
            "taxIdentificationIdentifier": "999-00-0000"
          },
          "coborrower": {
            "id": "75661074-5d19-4021-9d21-5355f7844ea3",
            "legacyId": "_coborrower1",
            "applicantType": "CoBorrower",
            "bankruptcyIndicatorChapterSeven": false,
            "bankruptcyIndicatorChapterEleven": false,
            "bankruptcyIndicatorChapterTwelve": false,
            "bankruptcyIndicatorChapterThirteen": false,
            "borrowerType": "Individual",
            "isBorrower": false
          },
          "creditReportReferenceIdentifier": "DFNLK5",
          "netWorthAmount": 10000,
          "propertyUsageType": "PrimaryResidence",
          "tax4506": {
            "irs4506C": true
          },
          "totalAssetsAmount": 10000,
          "totalDeposit": 10000,
          "totalUrla2020AssetsAmount": 10000,
          "borrowerPairId": "_borrower1"
        }
      ],
      "purchasePriceAmount": 449900,
      "property": {
        "fhaSecondaryResidenceIndicator": false,
        "freCashOutAmount": 0,
        "loanPurposeType": "Purchase",
        "loanPurposeTypeUrla": "Purchase",
        "occupancyDisplayField": "Primary",
        "propertyUsageType": "PrimaryResidence",
        "state": "TX",
        "typeRecordingJurisdiction": "County"
      },
      "initialInterestRateUi": 5.5,
      "creditScoreToUse": "600",
      "down_payment_amount": 12000,
      "down_payment_amount_program": "Forgivable 5%",
      "amortization_term": 120,
      "lock_days": 15,
      "lock_status": "locked",
      "manual_underwriting_indicator": true
    },
    "pricing_collection_id": "01GFNQ74RB0ZF5ANN0V5FFKPKW",
    "pricing_transaction_id": "01GFKAD45J4C62STBV61ARHJPR",
    "ami_collection_id": "01GFNQPZ5M3FY3ETYM01D0S79Y",
    "ami_transaction_id": "01GFKAD45J4C62STBV61ARHJPR"
  }
}
Response
application/json

Successfully returned status of the Product flow Invocation.

{
  "execution_id": "01GF0J2G6DK70M1905J7RDGMM2"
}
Parameters
2
ParameterTypeExampleDescription
invocation_id required string (ulid) path d7ccedb8-8889-4657-add4-bc1s4xs97637 Product flow invocation identifier
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Environment API Key.
Request bodyapplication/json
1 fields
FieldTypeDescription
request_payloadobjectRequest payload object
loanobjectLoan object
idstringLoan IDExample d8571da2-c021-4134-a67d-833b2e25679d
loanNumberstringEncompass Loan NumberExample TEST220701690
applicationsstring[]List of applications
purchasePriceAmountnumberEncompass usernameExample 175900
propertyobjectProperty description
initialInterestRateUinumberInterest rateExample 5.5
creditScoreToUsestringCredit scoreExample 600
down_payment_amountstringCredit scoreExample 12000
down_payment_amount_programstringDownpayment programExample Forgivable 5%
amortization_termnumberAmortization TermExample 120
lock_daysnumberLock DaysExample 15
manual_underwriting_indicatorbooleanManual underwriting indicatorExample true
lock_statusstringCredit scoreExample locked
pricing_transaction_idstringDaily pricing transaction IDExample 01GF0J2G6DK70M1905J7RDGMM45
pricing_collection_idstringDaily pricing collection IDExample 01GF0J2G6DK70M1905J7RDGMM46
ami_transaction_idstringAverage median income transaction IDExample 01GF0J2G6DK70M1905J7RDGMM47
ami_collection_idstringAverage median income collection IDExample 01GF0J2G6DK70M1905J7RDGMM48
Response 200application/json
1 fields

Successfully returned status of the Product flow Invocation.

FieldTypeDescription
execution_idstringstringExample 01GF0J2G6DK70M1905J7RDGMM2
Response 400application/json
1 fields

Bad request

FieldTypeDescription
messageone ofEither message or object with additional properties.
Response 403application/json
2 fields

Forbidden

FieldTypeDescription
messagestringRequest forbidden -- authorization will not help
urlstring (url)Indicates at which URL the error occurs
Response 404application/json
1 fields

Partner, flow or execution not found

FieldTypeDescription
messagestringNothing matches the given URI

Setup

POST /setup/credentials

Set Encompass DevConnect Credentials

setEncompassCredentials

Set Informative Research Credentials

How to obtain credentials

Encompass Client ID and Client secret:
  1. If you don't have Dev Connect Account, please create one using Sign Up URL
  2. After you Sign in with you account, you will see the instructions for getting API KEY
  3. Use Get API Key URL to obtain client id and client secret. Encompass "super admin" credentials are required to view the API Key.

Important Note:

The username and password fields are for Encompass account related to the instance. Username should follow format: 'username@encompass::TEBEXXX'. Make sure username & password that used in credentials are authorized to get/update the loan.

Request
application/json
{
  "encompass_instance_id": "TEBEXXXXXXXX",
  "client_id": "",
  "client_secret": "",
  "username": "admin@encompass:TEBEXXXXXXXX",
  "password": "",
  "grant_type": "password"
}
Response
application/json

Setup API Triggered Successfully

{
  "message": "Credentials are saved and verified"
}
Parameters
1
ParameterTypeExampleDescription
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Staircase Environment API Key
Request bodyapplication/json
6 fields
FieldTypeDescription
encompass_instance_idrequiredstringThe Encompass instance ID
usernamerequiredstringThe username
passwordrequiredstringThe grant type must be "password" for resource owner password credentials
client_idrequiredstringThe unique identifier for the client application. Replace <client_id> with the API client ID portion of the API key available from your Encompass Super Administrator
client_secretrequiredstringThe secret for the client application. Replace <client_secret> with the API client secret portion of the API key available from your Encompass Super Administrator
grant_typerequiredstringThe Grant typepassword
Response 200application/json
1 fields

Setup API Triggered Successfully

FieldTypeDescription
messagestringMessage
Response 400application/json
1 fields

Request data failed validation

FieldTypeDescription
messagestringMessage
Response 403application/json
2 fields

Invalid key for service

FieldTypeDescription
messagestring
urlstring
Response 422application/json
1 fields

Request data failed validation

FieldTypeDescription
messagestringMessage
Response 500application/json
1 fields

The product has encountered an internal server error

FieldTypeDescription
messagestringError Message
Other responses

404

GET /setup/credentials/schema

Retrieve Partner Credentials Schema

getCredentials

Get Credentials Schema

Get credentials schema for specific partner. You can use retrieved schema for updating the partner credentials.

Response
application/json

Request data failed validation

{
  "message": "{'data': ['Missing data for required field.']}"
}
Parameters
1
ParameterTypeExampleDescription
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Staircase Environment API Key
Response 200application/json
1 fields

Create Adapter API Triggered Successfully

FieldTypeDescription
messagestringMessage
Response 400application/json
1 fields

Request data failed validation

FieldTypeDescription
messagestringMessage
Response 403application/json
2 fields

Invalid key for service

FieldTypeDescription
messagestring
urlstring
Response 422application/json
1 fields

Request data failed validation

FieldTypeDescription
messagestringMessage
Response 500application/json
1 fields

The product has encountered an internal server error

FieldTypeDescription
messagestringError Message
Other responses

404

Set Credentials

PUT /vendors/encompass-credit/credentials

Save Encompass Dev Connect Credentials

createDevConnectCredentials

This endpoint allows setting up Partner "credentials" which are used only for authorization purposes.

Notice: This method overwrites existing "credentials". For partial update use PATCH method.

Request
application/json
{
  "encompass_instance_id": "TEBEXXXXXXXX",
  "client_id": "some_client_id",
  "client_secret": "<redacted>",
  "username": "admin@encompass:TEBEXXXXXXXX",
  "password": "XXXXX",
  "grant_type": "password"
}
Response
application/json

Bad request

{
  "message": {
    "schema_type": [
      "Must be one of: create, update."
    ]
  }
}
Parameters
1
ParameterTypeExampleDescription
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Environment API Key.
Response 400application/json
1 fields

Bad request

FieldTypeDescription
messageone ofEither message or object with additional properties.
Response 403application/json
2 fields

Forbidden

FieldTypeDescription
messagestringRequest forbidden -- authorization will not help
urlstring (url)Indicates at which url the error occurs
Response 404application/json
1 fields

Partner not found

FieldTypeDescription
messagestringNothing matches the given URI
Other responses

200

PUT /vendors/encompass/credentials

Save Encompass Dev Connect Credentials

createDevConnectCredentials

Please follow steps in Encompass Setup Documentation

Request
application/json
{
  "encompass_instance_id": "TEBEXXXXXXXX",
  "client_id": "",
  "client_secret": "",
  "grant_type": "client_credentials",
  "scope": "lp"
}
Response
application/json

Bad request

{
  "message": {
    "schema_type": [
      "Must be one of: create, update."
    ]
  }
}
Parameters
1
ParameterTypeExampleDescription
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Environment API Key.
Response 400application/json
1 fields

Bad request

FieldTypeDescription
messageone ofEither message or object with additional properties.
Response 403application/json
2 fields

Forbidden

FieldTypeDescription
messagestringRequest forbidden -- authorization will not help
urlstring (url)Indicates at which url the error occurs
Response 404application/json
1 fields

Partner not found

FieldTypeDescription
messagestringNothing matches the given URI
Other responses

200

Webhooks

POST /vendors/encompass-loan/flows/create-webhook/jobs

Create webhook

createWebhook

Create webhook Create loan change webhook. A webhook will be sent for each change of the specified loan attributes.

To create a new webhook need to use another unique name otherwise existing webhook will be updated. Request example:

 {
 "transaction_id": "encompass-loan-monitor",
 "callback_url": "",
 "request_payload": {
 "endpoint": "",
 "attributes": [
 "/applications/*/borrower/homePhoneNumber",
 "/applications/*/borrower/firstName"
 ],
 "name": "EncompassLoanChangeSubscription!1"
 }
 }
Request
application/json
{
  "transaction_id": "01F7S0N7CQ31DZQYVSVPN66GNK",
  "request_payload": {
    "endpoint": "https://webhook.site/b97c7c03-ffd3-463e-be76-e1794eac01f6",
    "attributes": [
      "https://webhook.site/b97c7c03-ffd3-463e-be76-e1794eac01f6"
    ]
  },
  "callback_url": "https://webhook.site/b97c7c03-ffd3-463e-be76-e1794eac01f6",
  "name": "EncompassLoanChangeSubscription!1"
}
Response
application/json

Bad request

{
  "message": {
    "schema_type": [
      "Must be one of: create, update."
    ]
  }
}
Parameters
1
ParameterTypeExampleDescription
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Environment API Key.
Request bodyapplication/json
3 fields
FieldTypeDescription
transaction_idrequiredstringTransaction ID
callback_urlrequiredstring (uri)Destination URL on which final result of the flow execution will be sent
request_payloadrequiredobjectData that have to passed into the flow
namestringWebhook nameExample EncompassLoanChangeSubscription!1
endpointstringWebhook endpointExample https://webhook.site/b97c7c03-ffd3-463e-be76-e1794eac01f6
attributesstring[]List of attributes
Response 200application/json
2 fields

Webhook successfully created.

FieldTypeDescription
job_idstringExecution ID
job_statusstringExecution status
Response 400application/json
1 fields

Bad request

FieldTypeDescription
messageone ofEither message or object with additional properties.
Response 403application/json
2 fields

Forbidden

FieldTypeDescription
messagestringRequest forbidden -- authorization will not help
urlstring (url)Indicates at which URL the error occurs
Response 404application/json
1 fields

Partner not found

FieldTypeDescription
messagestringNothing matches the given URI
POST /vendors/encompass-loan/flows/delete-webhook/jobs

Delete webhook

deleteWebhook

Delete webhook Delete specific webhook.

Request example:

 {
 "transaction_id": "encompass-loan-monitor",
 "callback_url": "",
 "request_payload": {
 "id": "a55e8ca2-1169-45e1-a05e-5df0ec8096e3"
 }
 }
Request
application/json
{
  "transaction_id": "01F7S0N7CQ31DZQYVSVPN66GNK",
  "request_payload": {
    "id": "a55e8ca2-1169-45e1-a05e-5df0ec8096e3"
  },
  "callback_url": "https://webhook.site/b97c7c03-ffd3-463e-be76-e1794eac01f6"
}
Response
application/json

Bad request

{
  "message": {
    "schema_type": [
      "Must be one of: create, update."
    ]
  }
}
Parameters
2
ParameterTypeExampleDescription
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Environment API Key.
Content-Type required string header application/json Content type
Request bodyapplication/json
3 fields
FieldTypeDescription
transaction_idrequiredstringTransaction ID
callback_urlrequiredstring (uri)Destination URL on which final result of the flow execution will be sent
request_payloadrequiredobjectData that have to passed into the flow
idstringWebhook idExample a55e8ca2-1169-45e1-a05e-5df0ec8096e3
Response 200application/json
2 fields

Webhook successfully deleted.

FieldTypeDescription
job_idstringExecution ID
job_statusstringExecution status
Response 400application/json
1 fields

Bad request

FieldTypeDescription
messageone ofEither message or object with additional properties.
Response 403application/json
2 fields

Forbidden

FieldTypeDescription
messagestringRequest forbidden -- authorization will not help
urlstring (url)Indicates at which url the error occurs
Response 404application/json
1 fields

Partner not found

FieldTypeDescription
messagestringNothing matches the given URI

Errors

400403404413422429500

Products it serves

Position in the ordering

  • Credit configured per lender

How this integration is built

connection configuration
The wire protocol. One repository per vendor API call, not per vendor.
language configuration
The field mapping between the vendor's vocabulary and the canonical model.
flow file
The four-way translation: canonical request, vendor request, vendor response, canonical response.
waterfall priority
One line naming where this vendor sits in the vertical's ordering.
status call
Activating the vendor for a lender, optionally with the lender's own credentials.

Evidence

This vendor is on the roster because each of the following resolves to a committed artifact.

  • AUS-integration-service
  • adapter-accelerator-service
  • appraisal-service
  • asset-setup-service
  • athlete-service
  • athlete-tasks-services
  • athlete-tasks-services-site-data
  • athlete-tasks-temp-services
  • avm-service
  • borrower-money-assistant-service
  • bot-coborrower-military-service-collector
  • bot-military-service-collector
  • bot-price-assistant
  • cfpb-service
  • chatmtg-ask-service
  • cheapest-mortgage-analysis-service
  • closing-fulfillment-service
  • collateral-underwriting-lookup-service
  • collateral-underwriting-router-service
  • colleteral-service
  • communication-services-data
  • communication-services-pipeline
  • company-organization-mock-services
  • company-services
  • company-services-mocks
  • compilance-qc-service
  • compliance-service
  • content-service
  • create_campaign_service
  • credit-encompass-integration
  • credit-gRate-ecs-integration-service
  • credit-meridian-integration-service
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