Party Details Management
Name | Description | Introduced In |
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updateDetails | This API is used to retrieve the address details during the application registration process. | 2021.01 |
updateDetailsAddress | This API updates the address information of the user in ODMS. | 2021.01 |
createApplication | This API creates an application in the Origination Data Microservice (ODMS) from the Origination application. | 2021.01 |
decryptResumeLink | This API retrieves and de-crypts the URL link that is required to resume the process of application creation. | 2021.01 |
getDetails | This API retrieves the identity details of an applicant from ODMS. | 2021.01 |
updateDetailsIdentity | This API updates the Identity information of a co-applicant in the ODMS, with details such as ID Type, ID Number, Issued Date, Issued State, and Expiration Date. | 2021.01 |
resume | This API resumes the onboarding application. | 2020.04 |
updateApplication | This API updates the application to the Origination Data Microservice (ODMS) after obtaining the application status. | 2021.01 |
updateLastEditedSection | This API updates the last edited section in the Data microservice. The API updates the section every time the screen loads. | 2021.01 |
getData | This API retrieves the complete application data. | 2020.04 |
updateAbandonStatus | Whenever cancel opportunity event is raised from Sales Force, this API updates the application status as Abandoned. | 2021.04 |
submit | This API updates the application status based on the applicant's status and also notifies the applicant or co-applicant if the application is under review. | 2021.01 |
createCoApplicants | This API creates the Co-applicants for applicant. | 2021.07 |
createProspectProfile | Whenever the user submits the details during the process of application creation, this API creates a prospect profile in the ODMS with the details. | 2021.01 |
updateProspectProfile | Whenever the user submits the details during the process of application creation, this API updates the personal information of co-applicant. | 2021.01 |
getCoApplicantsBasicInfo | This API retrieves the co-applicant's basic information, if any. | 2021.07 |
uploadDocument | This API enables uploading of documents in Customer action and Prerequirement modules. | 2021.04 |
createPreRequirements | This API creates prerequirements(additional questions). | 2021.07 |
getUserActions | This API retrieves users pending actions. | 2021.07 |
updateUserAction | This API updates the pending user actions from user. | 2021.07 |
getDetails | This retrieves and filters the application data from the Origination Data Microservice (ODMS) based on the application ID. | 2021.01 |
getDetails | This API retrieves the employment info of applicants from ODMS. | 2021.07 |
updateDetails | This API updates the employment details in ODMS. | 2021.07 |
getPartyAndDueDiligenceDetails | This API retrieves Gets party, source of funds, assets, liabilities data from PartyMS and Due Diligence information of an existing party. | 2022.01 |

Description: | Retrieves the details that are provided in the Address Information section, such as city, state, and zip code. This API is used to retrieve the address details during the application registration process. | ||||||
Method: | POST | ||||||
URL: | {{baseUrl}}/services/data/v1/PartyDetailsManagement/operations/Address/updateDetails | ||||||
Security Level: | Authenticated App User | ||||||
Header Request: |
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Body Request: |
Parameters ApplicantType Specifies the type of applicant. { "ApplicantType": "Applicant" } |
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Response: | { "EmploymentDetails": "[{\"OrganizationName\":\"Temenos\",\"Status\":\"Casual Employee\",\"ZipCode\":\"11111\",\"City\":\"Adradd\",\"EndDate\":\"\",\"StartDate\":\"2000-11-11\",\"AddressLine2\":\"Address Line 2\",\"AddressLine1\":\"Address Line 1\",\"State\":\"DZ-01\",\"Country\":\"DZ\",\"PhoneNumber\":\"2222222222\",\"CountryCode\":\"+91\",\"CurrentEmployment\":\"true\"}]", "EstimatedAnnualIncome": "", "TotalNetIncome": "40000", "EmploymentStatus": "Casual Employee", "ConsiderIncomeLoanEligibilityCalculation": "true", "OtherIncomes": "[{\"SourceOfIncome\":\"Inheritance\",\"Income\":\"10000\"}]", "TotalMonthlyLoanRepayment": "2000", "CurrencyID": "USD", "TotalGrossIncome": "200", "Occupation": "Architect", "TotalAsset": "1000", "TotalLiabilities": "2000", "TotalDebt": "", "IncomePeriod": "Monthly", "DeclarationDate": "2022-02-01", "opstatus": 0, "TotalMonthlyHouseholdExpenses": "2000", "ID": "61f903d9547cbf232f8a294c", "MonthlyIncome": "", "ConsiderExpensesLoanEligibilityCalculation": "true", "httpStatusCode": 0 } |
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Description: | This API updates the address details of the applicant in ODMS. | |||||
Method: | POST | |||||
URL: | {{baseUrl}}/services/data/v1/PartyDetailsManagement/operations/FinancialInformation/updateDetailsAddress | |||||
Security Level: | Authenticated App User | |||||
Header Request: |
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Body Request: | { "ApplicantType": "Applicant", "SectionProgress": "Done", "CurrencyID": "USD", "DeclarationDate": "2022-02-01", "EmploymentStatus": "Full-Time Employee", "Occupation": "Architect", "IncomePeriod": "Yearly", "TotalGrossIncome": "200000", "TotalNetIncome": "10000", "ConsiderIncomeLoanEligibilityCalculation": true, "TotalMonthlyLoanRepayment": "111", "TotalMonthlyHouseholdExpenses": "1110", "ConsiderExpensesLoanEligibilityCalculation": true, "TotalAsset": "1000", "TotalLiabilities": "1000", "EmploymentDetails": [ { "id": "EMPLOYMENT0", "OrganizationName": "Temenos", "StartDate": "2000-11-11", "EndDate": "", "AddressLine1": "Address Line 1", "AddressLine2": "", "Country": "IN", "State": "IN-TG", "City": "Hyderabad", "ZipCode": "500081", "CurrentEmployment": true, "CountryCode": "+91", "PhoneNumber": "9999999999", "Status": "Full-Time Employee" } ], "OtherIncomes": [ { "SourceOfIncome": "Employment", "Income": "3000" } ] } |
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Response: | {"id":"DHDGDBD","opstatus":0,"httpStatusCode":0} |
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Description: | Creates an application in the Origination Data Microservice (ODMS) from the Origination application. This API is used in the Personal Information module of the Origination application | ||||||
Method: | POST | ||||||
URL: | <BASE URI>/services/data/v1/partyDetailsManagement/operations/Application/createApplication | ||||||
Security Level: | Anonymous App User | ||||||
Header Request: |
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Body Request: |
Parameters FormCode Specifies the unique entity definition code. ProductRef Specifies the reference code for the product. ProductGroupRef Specifies the reference code for the product group. StartDate Specifies the date on which the application was started. {"FormCode":"onboarding", "ProductRef":"PERSONAL.LOAN", "ProductGroupRef":"PERSONAL.LOANS", "StartDate":"2021-07-19", "ConsentIdentifiers":[ { "ConsentIdentifier":"Create_Application_Consent", "AcceptanceStatus":"Yes" }, { "ConsentIdentifier":"Product_Dashboard_Consent", "AcceptanceStatus":"Yes" } ], "BankReference":"Infinity", "Loan":{ "NoOfLoans":"1", "LoanPurpose":"", "Description":"", "Simulations":[ { "LoanId":"1", "LoanAmount":"11000", "InstallmentAmount":"696.146", "RepaymentFrequency":"Monthly", "InterestRate":"2.57", "RepaymentType":"Annuity", "InterestType":"Fixed, "Term":"16", "APR":"2.0184", "PaymentStartDate":"2021-06-19", "PaymentEndDate":"2022-09-19", "Charges":"" } ] } } |
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Response: |
Parameters /Endpoint Specifies the endpoint URL of the application. /AccessToken Specifies the access token of the application. /RequestUrl Specifies the request URL of the applciation. /StartTime Specifies the start time of the application. /id Specifies the application ID. {"Endpoint":"https://eventconsumer-dot-transact-ti-dev4.appspot.com/_ah/api", "AccessToken":"eyJraWQiOiJLQTAxIiwidHlwIjoiSldUIiwiYWxnIjoiSFMyNTYifQ.eyJpbnNpZ2h0cy5hdm9rYS5jb21cL0Zvcm1SZXF1ZXN0Ijp7ImZvcm1JZCI6MSwic3BhY2VJZCI6MSwiam9iSWQiOi0xLCJqb2JBY3Rpb25JZCI6LTEsImZvcm1WZXJzaW9uSWQiOjEsInJlcXVlc3RLZXkiOm51bGwsImN1c3RvbWVySWQiOiJBdm9rYSIsInNlc3Npb25JZCI6OTI3Nywiam9iU3RlcElkIjotMSwidG1JbnN0YW5jZUlkIjoiM2NmOTIxM2EtZDBlNS00MjI0LThhMjAtZmU4ZWMzYmQxNWVhIiwiZm9ybVRyYW5zYWN0aW9uSWQiOjM0MDA4MDgwMywib3JnSWQiOjF9LCJleHAiOjE2MjQ5NDQ4MDEsImlhdCI6MTYyNDk0MzAwMX0.3VzZ6C3TodBDH8gvXzxJBi6BA9WrdHQP3WtgTj6GAxk", "RequestUrl":"https://dbxlendingdev.konycloud.com", "StartTime":"1624943001360", "opstatus":0, "id":"57HVFYD", "AddressHash":"31f63eaaeba4798689acabf69d3b70472c9e29864f1639fda72fa543b5f2a565", "httpStatusCode":200 } |
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Description: | Retrieves and de-crypts the URL link that is required to resume the process of application creation. | |||||||
Method: | POST | |||||||
URL: | {base_url}/services/data/v1/PartyDetailsManagement/operations/ApplicationJourney/decryptResumeLink | |||||||
Security Level: | Anonymous App User | |||||||
Header Request: |
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Body Request: |
Parameters url(Mandatory) Specifies the URL that must be decrypted. { "url" :"ipsEi9CH3EClBHe6B51OvQ" }, |
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Response: |
Parameters /decryptedUrl Specifies the decrypted URL. /userType Specifies whether the applicant is an existing user. /applicationId Specifies the entity definition key. { "decryptedUrl":"X6W6JTS110", "userType":"NEW_USER", "applicationId":"X6W6JTS" } |
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Error Code(s): | None | |||||||
Service Flow: |
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Description: | This API retrieves the identity details of an applicant from ODMS. | ||||||
Method: | POST | ||||||
URL: | {{baseUrl}}/services/data/v1/PartyDetailsManagement/operations/Identity/getDetails | ||||||
Security Level: | Anonymous App User | ||||||
Header Request: |
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Body Request: |
Parameters ApplicantType Specifies the type of applicant. { "ApplicantType": "Applicant" } |
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Response: | {"opstatus":0,"httpStatusCode":0} |
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Description: | Updates the Identity information of a co-applicant in the ODMS, with details such as ID Type, ID Number, Issued Date, Issued State, and Expiration Date. | ||||||
Method: | POST | ||||||
URL: | {{baseUrl}}/services/data/v1/PartyDetailsManagement/operations/Identity/updateDetails | ||||||
Security Level: | Anonymous App User | ||||||
Header Request: |
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Body Request: |
Parameters TaxIdNum Specifies the Tax Identification Number. IdType Specifies the type of Identification. IdNumber Specifies the Identity Number. IssuedDate Specifies the date on which the applicant's ID was issued. ExpirationDate Specifies the expiration date of the applicant's ID. Party_id Specifies the unique ID of the Party Micro Service. ApplicantType Specifies the type of applicant such as general applicant or co-applicant. SectionProgress Specifies the progress made by the user to the current section (InProgress/Done). AcceptanceStatus Specifies the acceptance status (Yes/No). { "TaxIdNum": "7652345", "IDType": "Driver License", "IdNumber": "5672345", "IssuedDate": "", "ExpirationDate": "2027-10-10", "ApplicantType": "CoApplicant", "SectionProgress": "Done", "AcceptanceStatus": "Yes", "Index": "2021-07-26T02:15:22" } |
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Response: | { "opstatus": 0, "httpStatusCode": 0 } |
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Description: | This API resumes the onboarding application. |
Method: | POST |
URL: | {baseUrl}/services/data/v1/PartyDetailsManagement/operations/Application/resumeOnBoardingApplication |
Security Level: | Anonymous App User |
Header Request: |
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Body Request: |
Parameters id Specifies the Journey Manager tracking code. challengeAnswer Specifies the challenge answer required to resume the application. PhoneNumber Specifies the phone number used while creating the application { "id":"N34DMCD", "challengeAnswer":"1990-10-10", "PhoneNumber":"+19517536545" } |
Response: |
ApplicationResponse { } Contains the entire response Parameters ApplicationResponse /Status Specifies the status of the application. ApplicationResponse /StartDate Specifies the start date of the application. ApplicationResponse /ApplicationType Specifies the type of application. ApplicationResponse /EligibilityCritirea Specifies the eligibility criteria selected by the applicant. ApplicationResponse /IsExistingCustomer Specifies if the applicant is an existing customer. ApplicationResponse /TnCFlag Specifies if the applicant has accepted terms and conditions. ApplicationResponse /CoApplicationCount Specifies the number of co applicants in the application. ApplicationResponse /ProductSelection Specifies the list of product names, IDs and currencies selected by the applicant. ApplicationResponse /IsConsentAccepted Specifies if the user has consented for the data. ApplicationResponse /PhoneNumber Specifies the phone number of the applicant. ApplicationResponse/SectionStatusCoApplicant Specifies the section wise statuses of the co applicant. ApplicationResponse/SectionStatus/ProductSelection Specifies the status of the product selection of the applicant. ApplicationResponse/SectionStatus/Applicant Specifies the section wise statuses of the applicant. ApplicationResponse/Party_ids/CoApplicant Specifies the Party ID of the co applicant. ApplicationResponse/Party_ids/Applicant Specifies the party ID of the applicant. { ApplicationResponse": { "Status":"InProgress", "StartDate":"2020-04-07", "ApplicationType":"", "EligibilityCriteria":"", "IsExistingCustomer":"", "TnCFlag":"", "CoApplicantCount":"", "ProductSelection":[ { "ProductCurrency1":"", "ProductCurrency2":"", "ProductCurrency3":"", "ProductID4":"", "ProductCurrency4":"", "ProductID5":"", "ProductCurrency5":"", "ProductID2":"", "ProductID3":"", "ProductID1":"", "ProgressStatus":"", "ProductName2":"", "ProductName3":"", "ProductName4":"", "ProductName5":"", "ProductName1":"" } ],"IsConsentAccepted":"" } ,"PhoneNumber":"+19517536545", "opstatus":0,"SectionStatus": { "CoApplicant": { "PersonalInfo":"", "IDVInfo":"", "IdentityInfo":"", "AddressInfo":"" } ,"ProductSelection": { "ProgressStatus":"" } ,"Applicant": { "PersonalInfo":"Done", "IDVInfo":"", "IdentityInfo":"", "AddressInfo":"" } } ,"Party_ids": { "CoApplicant":"", "Applicant":"2009854036" } ,"httpStatusCode":200 } |
Error Code(s): |
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Associated Enterprise APIs: | None |

Description: | Updates the application to the Origination Data Microservice (ODMS) after obtaining the application status. This API invokes the rules engine to fetch the individual decisions of the applicant and co-applicant, which contain information about the application status. After the API obtains the individual decisions, it submits the application to the Data microservice. | ||||||
Method: | POST | ||||||
URL: | {{baseUrl}}/services/data/v1/PartyDetailsManagement/operations/Application/updateApplication | ||||||
Security Level: | Anonymous App User | ||||||
Header Request: |
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Body Request: |
Parameters FormCode Specifies the unique entity definition code. Application_id Specifies the entity definition key. Status Specifies the status of the application. StartDate Specifies the date on which the application was started. ApplicationType Specifies the type of applicant such as general applicant or co-applicant. EligibilityCriteria Specifies the eligibility criteria for accessing the Origination application. IsExistingCustomer Specifies whether the user is an already existing customer in the Origination application. CoApplicantCount Specifies the number of co-applicants. EntityId Specifies the record ID for the entity item data. { "ApplicantType": "Applicant", "EligibilityCriteria": "11111", "ConsentIdentifier": "Create_EligibilityCheck_Consent", "AcceptanceStatus": "Yes", "EntityId": "60fe19e9decbb711d1e76601" } |
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Response: |
Parameters /totalRecords Specifies the total number of updated records. /Application_id Specifies the entity definition key. //Success Response { "opstatus": 0, "id": "3X88WLM", "httpStatusCode": 0 } |
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Error Code(s): |
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Service Flow: |
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Description: | Updates the last edited section in the Data microservice. The API updates the section every time the screen loads. | ||||||
Method: | POST | ||||||
URL: | {{baseUrl}}/services/data/v1/PartyDetailsManagement/operations/Application/updateLastEditedSection | ||||||
Security Level: | Anonymous App User | ||||||
Header Request: |
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Body Request: |
Parameters LastUpdatedSection (Mandatory) Specifies the section where the update must be made. ApplicantType (Mandatory) Specifies the type of Applicant. { "LastUpdatedSection": "EligibilityCheckModule|frmEligibilityCheck", "ApplicantType": "Applicant" } |
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Response: | { "opstatus": 0, "httpStatusCode": 200 } |
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Error Code(s): |
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Service Flow: |
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Description: | This API retrieves the complete application data. | |||||
Method: | POST | |||||
URL: | {{baseUrl}}/services/data/v1/PartyDetailsManagement/operations/Application/getData | |||||
Security Level: | Anonymous App User | |||||
Header Request: |
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Body Request: | { "applicationId": "3X88WLM", "entityDefinitionCode": "onboarding" } |
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Response: | { "customerID": "1778258145", "opstatus": 0, "applicationDetails": { "UserAction": {}, "Funding": {}, "Consent": [{ "AcceptanceStatus": "Yes", "ConsentIdentifier": "Create_Application_Consent", "Createddts": "2021-07-26T02:11:02" }, { "AcceptanceStatus": "Yes", "ConsentIdentifier": "Product_Dashboard_Consent", "Createddts": "2021-07-26T02:11:02" }, { "AcceptanceStatus": "Yes", "ConsentIdentifier": "Create_PersonalInfo_Consent", "Createddts": "2021-07-26T02:11:52" }, { "AcceptanceStatus": "Yes", "ConsentIdentifier": "Create_EligibilityCheck_Consent", "Createddts": "2021-07-26T02:12:07" }, { "AcceptanceStatus": "Yes", "ConsentIdentifier": "Googlemaps_Discloure_Consent", "Createddts": "2021-07-26T02:12:58" }, { "AcceptanceStatus": "Yes", "ConsentIdentifier": "Create_ProductSelection_Consent", "Createddts": "2021-07-26T02:13:32" }, { "AcceptanceStatus": "Yes", "ConsentIdentifier": "Create_CoApplicantPersonalInfo_Consent", "Createddts": "2021-07-26T02:15:54" }, { "AcceptanceStatus": "Yes", "ConsentIdentifier": "CoApplicant_Googlemaps_Discloure_Consent", "Createddts": "2021-07-26T02:16:39" }], "PreRequirements": {}, "Documents": [], "Applicants": [{ "PersonalInfo": { "DateOfBirth": "1985-10-10", "MobileNumber": "9994305648", "Email": "kanand@temenos.com", "FirstName": "Virat", "MobileCountryCode": "+91", "Title": "", "LastName": "Kohli", "MiddleName": "" }, "ApplicantMetaData": { "CIF": "", "Type": "", "DigitalProfileId": "1778258145", "PartyId": "", "SFDCAccountId": "", "EntityItems": [{ "ProgressStatus": "Done", "EntityItemName": "", "EntityItemDefinition": "PersonalInfo" }, { "ProgressStatus": "Done", "EntityItemName": "", "EntityItemDefinition": "IdentityInfo" }, { "ProgressStatus": "Done", "EntityItemName": "", "EntityItemDefinition": "AddressInfo" }, { "ProgressStatus": "", "EntityItemName": "", "EntityItemDefinition": "IncomeEmployment" }, { "ProgressStatus": "", "EntityItemName": "", "EntityItemDefinition": "KYCInfo" }, { "ProgressStatus": "", "EntityItemName": "", "EntityItemDefinition": "SelfieScore" }], "IsExistingCustomer": "No", "Index": "", "LeadId": "NNDQXVZ", "BranchReference": "GB0010001" }, "IdentityInfo": { "IssuedDate": "", "ExpirationDate": "2027-10-10", "IdNumber": "7834521", "IssuedCountry": "", "TaxIdNum": "87453267", "IssuedState": "", "IDType": "Driver License" }, "IncomeEmployment": { "OrganizationName": "Temenos India", "Occupation": "Accountant", "Salary": "2000.00", "Address": "{" AddressLine2 ":" "," AddressLine1 ":" 146 Sterling Road "," State ":" Tamil Nadu "," ZipCode ":" 600034 "," Country ":" IN "," City ":" Chennai "}", "IncomePeriod": "Yearly", "EmploymentStatus": "Casual Employee", "PhoneNumber": "9994305648", "CountryCode": "+91", "HoursPerWeek": "", "MonthlyIncome": "166.67" }, "AddressInfo": { "AddressLine2": "", "AddressLine1": "MGR Salai", "State": "IN-TN", "Zipcode": "600096", "Country": "IN", "City": "Chennai" } }, { "ApplicantMetaData": { "CIF": "", "Type": "JOINT.OWNER", "DigitalProfileId": "1075992239", "PartyId": "", "SFDCAccountId": "", "EntityItems": [{ "ProgressStatus": "Done", "EntityItemName": "", "EntityItemDefinition": "PersonalInfo" }, { "ProgressStatus": "Done", "EntityItemName": "", "EntityItemDefinition": "IdentityInfo" }, { "ProgressStatus": "Done", "EntityItemName": "", "EntityItemDefinition": "AddressInfo" }, { "ProgressStatus": "", "EntityItemName": "", "EntityItemDefinition": "IncomeEmployment" }, { "ProgressStatus": "", "EntityItemName": "", "EntityItemDefinition": "KYCInfo" }, { "ProgressStatus": "", "EntityItemName": "", "EntityItemDefinition": "SelfieScore" }], "IsExistingCustomer": "No", "Index": "2021-07-26T02:15:22", "LeadId": "NS3J2ZX", "BranchReference": "GB0010001" }, "PersonalInfo": { "DateOfBirth": "1989-10-10", "MobileNumber": "9994305648", "Email": "rohit@test.com", "FirstName": "Rohit", "MobileCountryCode": "+91", "Title": "", "LastName": "Sharma", "MiddleName": "" }, "IdentityInfo": { "IssuedDate": "", "ExpirationDate": "2027-10-10", "IdNumber": "5672345", "IssuedCountry": "", "TaxIdNum": "7652345", "IssuedState": "", "IDType": "Driver License" }, "IncomeEmployment": { "OrganizationName": "temenos", "Occupation": "Architect", "Salary": "2000.00", "Address": "{" AddressLine2 ":" "," AddressLine1 ":" 146 Sterling Road "," State ":" Tamil Nadu "," ZipCode ":" 600034 "," Country ":" IN "," City ":" Chennai "}", "IncomePeriod": "Yearly", "EmploymentStatus": "Full-Time Employee", "PhoneNumber": "9994305648", "CountryCode": "+91", "HoursPerWeek": "", "MonthlyIncome": "166.67" }, "AddressInfo": { "AddressLine2": "", "AddressLine1": "MGR Salai", "State": "IN-TN", "Zipcode": "600096", "Country": "IN", "City": "Chennai" } }], "ProductSelection": { "NoOfProducts": "1", "Products": [{ "ProductLineDisplayName": "Lending", "ProductGroupId": "PG2029428DJF", "ProductGroupDisplayName": "Personal Loan", "ProductGroupRef": "PERSONAL.LOANS", "ProductName": "Instant Personal Loan", "ProductLineRef": "LENDING", "ProductId": "PR20294YECBN", "ProductRef": "PERSONAL.LOAN", "BranchReference": "GB0010001", "AccountNumber": " ", "ProductCurrencyId": "USD", "Loan": { "Simulations": [{ "LoanAmount": "6000", "RepaymentFrequency": "Monthly", "LoanId": "1", "APR": "2.0184", "PaymentStartDate": "2021-06-26", "InstallmentAmount": "338.086", "PaymentEndDate": "2022-11-26", "Charges": "", "Term": "18", "InterestRate": "2.58" }], "NoOfLoans": "1", "Description": "", "LoanPurpose": "Home Improvement" }, "ProductLineId": "PL202930W1Y2" }] }, "Application": { "Status": "InProgress", "Assignee": "", "UserActionCount": "0", "EligibilityCriteria": "11111", "ApplicationStage": "Started", "ProductType": "Lending", "PrimaryApplicant": "ApplicantMetaData_1778258145", "CoApplicantCount": "1", "StartDate": "2021-07-26", "ApplicationType": "Retail", "BankReference": "Infinity", "IsDataChanged": "", "OpportunityId": "", "IsExistingCustomer": "" }, "TermsAndCondition": {}, "Notes": {} }, "applicationId": "3X88WLM", "httpStatusCode": 0 } |
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Description: | This API updates the application status as abandoned whenever cancel event is raised from SFDC. |
Method: | POST |
URL: | <BASE URI>/services/data/v1/PartyDetailsManagement/operations/Application/updateAbandonStatus |
Security Level: | Authenticated App User |
Header Request: |
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Body Request: |
Parameters body(Mandatory) context(Mandatory) { "context": { "applicationId": "MFKDTLG" }, "body": { "eventType": "APPLICATION_SUBMITTED", "entityDefinitionCode": "onboarding", "entityItemDefinitionName": "MetaData", "entityItemId": "6083f95e5a2ad26be0fa1d95", "key": "MFKDTLG", "name": "MetaData", "type": "JSON", "userType": "MetaData", "version": 13, "entry": "{\"Status\":\"UnderReview\",\"ApplicationSequence\":[\"PrimaryApplicant\",\"ProductSelection\",\"CoApplicants\",\"TermsAndCondition\",\"Funding\"],\"UserActionCount\":\"5\",\"Funding\":{\"ProgressStatus\":\"\",\"EntityItemName\":\"Funding\",\"EntityItemDefinition\":\"Funding\"},\"EligibilityCriteria\":\"\",\"ApplicationStage\":\"Started\",\"ApplicationConsents\":[{\"AcceptanceStatus\":\"Yes\",\"ConsentIdentifier\":\"Create_Application_Consent\",\"Createddts\":\"2021-05-09T04:51:22\"},{\"AcceptanceStatus\":\"Yes\",\"ConsentIdentifier\":\"Product_Dashboard_Consent\",\"Createddts\":\"2021-05-09T04:51:22\"},{\"AcceptanceStatus\":\"Yes\",\"ConsentIdentifier\":\"Create_PersonalInfo_Consent\",\"Createddts\":\"2021-05-09T04:52:22\"},{\"AcceptanceStatus\":\"Yes\",\"ConsentIdentifier\":\"Googlemaps_Discloure_Consent\",\"Createddts\":\"2021-05-09T04:53:27\"},{\"AcceptanceStatus\":\"Yes\",\"ConsentIdentifier\":\"Create_ProductSelection_Consent\",\"Createddts\":\"2021-05-09T04:54:19\"},{\"AcceptanceStatus\":\"Yes\",\"ConsentIdentifier\":\"Submit_Application_Consent\",\"Createddts\":\"2021-05-09T04:55:06\"}],\"PrimaryApplicant\":{\"CIF\":\"\",\"PartyId\":\"2112917540\",\"SFDCAccountId\":\"0010900000Fcl8rAAB\",\"EntityItems\":[{\"ProgressStatus\":\"Done\",\"EntityItemName\":\"\",\"EntityItemDefinition\":\"PersonalInfo\"},{\"ProgressStatus\":\"Done\",\"EntityItemName\":\"\",\"EntityItemDefinition\":\"IdentityInfo\"},{\"ProgressStatus\":\"Done\",\"EntityItemName\":\"\",\"EntityItemDefinition\":\"AddressInfo\"},{\"ProgressStatus\":\"Done\",\"EntityItemName\":\"\",\"EntityItemDefinition\":\"KYCInfo\"},{\"ProgressStatus\":\"\",\"EntityItemName\":\"\",\"EntityItemDefinition\":\"SelfieScore\"}],\"BranchReference\":\"GB0010001\"},\"CoApplicantCount\":\"0\",\"ProductSelection\":{\"ProgressStatus\":\"Done\",\"EntityItemName\":\"ProductSelection\",\"EntityItemDefinition\":\"ProductSelection\"},\"LastEditedSection\":{\"LastEditedBy\":\"2112917540\",\"LastEditedDate\":\"2021-05-09\",\"EditedDetails\":[{\"ResponsiveWeb\":\"SubmitModule|frmMembershipStatus\",\"Mobile\":\"\",\"Channel3\":\"\",\"EditedBy\":\"\",\"Channel4\":\"\"}]},\"CoApplicants\":[{\"CIF\":\"\",\"PartyId\":\"\",\"SFDCAccountId\":\"\",\"EntityItems\":[{\"ProgressStatus\":\"\",\"EntityItemName\":\"\",\"EntityItemDefinition\":\"PersonalInfo\"},{\"ProgressStatus\":\"\",\"EntityItemName\":\"\",\"EntityItemDefinition\":\"IdentityInfo\"},{\"ProgressStatus\":\"\",\"EntityItemName\":\"\",\"EntityItemDefinition\":\"AddressInfo\"},{\"ProgressStatus\":\"\",\"EntityItemName\":\"\",\"EntityItemDefinition\":\"KYCInfo\"},{\"ProgressStatus\":\"\",\"EntityItemName\":\"\",\"EntityItemDefinition\":\"SelfieScore\"}],\"BranchReference\":\"\"}],\"Analytics\":{\"SessionId\":\"4776\",\"TransactionId\":\"1651366049\"},\"StartDate\":\"2021-05-09\",\"ApplicationType\":\"\",\"BankReference\":\"Infinity\",\"IsDataChanged\":\"false\",\"OpportunityId\":\"00609000008eRw8AAE\",\"IsExistingCustomer\":\"No\",\"ProcessDetails\":[{\"Identifier\":\"MobilePhoneNumberConsent_USER_ACTION_SUBMITTED_null_2112917540\",\"ProcessId\":\"2429\",\"ErrorMessage\":\"\"},{\"Identifier\":\"BackupWithholding_USER_ACTION_SUBMITTED_null_2112917540\",\"ProcessId\":\"2429\"},{\"Identifier\":\"Citizenship_USER_ACTION_SUBMITTED_null_2112917540\",\"ProcessId\":\"2429\"},{\"Identifier\":\"SecondaryCitizenshipCountry_USER_ACTION_SUBMITTED_null_2112917540\",\"ProcessId\":\"2429\"},{\"Identifier\":\"Age_USER_ACTION_SUBMITTED_null_2112917540\",\"ProcessId\":\"2429\"},{\"Identifier\":\"MetaData_APPLICATION_SUBMITTED_null_MetaData\",\"ProcessId\":\"2426\"}],\"TermsAndCondition\":{\"ProgressStatus\":\"Done\",\"EntityItemName\":\"TermsAndCondition\",\"EntityItemDefinition\":\"TermsAndCondition\"}}" } } |
Response: | { "opstatus": 0, "httpStatusCode": 200 } |
Error Code(s): |
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Description: | Updates the application status based on the applicant's status and also notifies the applicant or co-applicant if the application is under review. | |||||
Method: | POST | |||||
URL: | {{baseUrl}}/services/data/v1/PartyDetailsManagement/operations/Application/submit | |||||
Security Level: | Anonymous App User | |||||
Header Request: |
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Body Request: |
Parameters SectionProgress Specifies the completeness of the section. TnCFlag Specifies the acceptance of terms and conditions. FirstName Specifies the First Name of the applicant. ConsentIdentifier Specifies the type of consent Identifier. AcceptanceStatus Specifies the status of acceptance. { "LastEditedSection": "SubmitModule|frmMembershipStatus", "SectionProgress": "Done", "TnCFlag": "Accepted", "FirstName": "Virat", "ConsentIdentifier": "Submit_Application_Consent", "AcceptanceStatus": "Yes" } |
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Response: | { "Status": "Submitted", "opstatus_GetApplicationSelfieDecisions": 0, "opstatus": 0, "opstatus_SubmitOnBoardingApplicationOperation": 0, "opstatus_GetApplicationIDVDecisions": 0, "SelfieStatus": [], "httpStatusCode": 0, "ApplicantStatus": [{ "ApplicantType": "Applicant", "Decision": "Under Review" }, { "ApplicantType": "CoApplicant", "Decision": "Under Review" }] } |
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Error Code(s): |
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Service Flow: |
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Description: | This API creates the Co-applicants for applicant. | |||||
Method: | POST | |||||
URL: | {{baseUrl}}/services/data/v1/PartyDetailsManagement/operations/PersonalInfo/createCoApplicants | |||||
Security Level: | Anonymous App User | |||||
Header Request: |
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Body Request: | { "coApplicantKey": 1627265680786, "applicantType": "CoApplicant", "MobileCountryCode": "+91", "MobileNumber": "9994305648", "FirstName": "Rohit", "LastName": "Sharma", "Email": "rohit@test.com", "BranchReference": "GB0010001", "IsExistentMember": false, "Type": "JOINT.OWNER" } |
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Response: | { "opstatus": 0, "Index": "2021-05-25T17:28:16", "httpStatusCode": 200 } |
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Error Code(s): |
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Service Flow: |
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Description: | Whenever the user submits the details during the process of application creation, this API creates a prospect profile in the ODMS with the details. | |||||||||
Method: | POST | |||||||||
URL: | {{baseUrl}}/services/data/v1/PartyDetailsManagement/operations/PersonalInfo/createProspectProfile | |||||||||
Security Level: | Authenticated App User | |||||||||
Header Request: |
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Body Request: |
Parameters FormCode Specifies the code of the form (screen) Application_id Specifies the entity definition key. FirstName Specifies the first name of the user. LastName Specifies the last name of the user. DateOfBirth Specifies the date of birth of the user. Specifies the email ID of the user. MobileCountryCode Specifies the mobile country code based on the user's country. MobileNumber Specifies the mobile number of the user. BranchReference Specifies the reference number for the branch. ApplicantType Specifies the type of applicant such as general applicant or co-applicant. SectionProgress Specifies the progress for the process
{ "FirstName": "Virat", "LastName": "Kohli", "DateOfBirth": "1985-10-10", "Email": "kanand@temenos.com", "MobileCountryCode": "+91", "MobileNumber": "9994305648", "BranchReference": "GB0010001", "ApplicantType": "Applicant", "SectionProgress": "Done", "ConsentIdentifier": "Create_PersonalInfo_Consent", "AcceptanceStatus": "Yes", "Status": "InProgress", "IsExistingCustomer": "No", "CoApplicantCount": null } |
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Response: |
Parameters /Party_Id Specifies the unique ID of the Party Microservice that is generated for the applicant. { "Application_id": "3X88WLM", "opstatus": 0, "httpStatusCode": 200 } |
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Error Code(s): |
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Service Flow: |
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Description: | Whenever the user submits the details during the process of application creation, this API updates the personal information of co-applicant. | ||||
Method: | POST | ||||
URL: | {{baseUrl}}/services/data/v1/PartyDetailsManagement/operations/PersonalInfo/updateProspectProfile | ||||
Security Level: | Anonymous App User | ||||
Header Request: |
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Body Request: |
Parameters FirstName Specifies the first name of the applicant. LastName Specifies the last name of the applicant. DateOfBirth Specifies the date of birth of the applicant. Specifies the email ID of the applicant. MobileCountryCode Specifies the mobile country code of the applicant. MobileNumber Specifies the mobile number of the applicant. BranchReference Specifies the branch reference number. ApplicantType Specifies the type of applicant, such as general applicant or co-applicant. SectionProgress Specifies the completeness of the section. ConsentIdentifier Specifies type of consent identifier. AcceptanceStatus Specifies the acceptance status. IsExistentMember Specifies if the member is already existing. EntityId Specifies the Entity ID. { "FirstName": "Rohit", "LastName": "Sharma", "DateOfBirth": "1989-10-10", "Email": "rohit@test.com", "MobileCountryCode": "+91", "MobileNumber": "9994305648", "BranchReference": "GB0010001", "ApplicantType": "CoApplicant", "SectionProgress": "Done", "ConsentIdentifier": "Create_CoApplicantPersonalInfo_Consent", "AcceptanceStatus": "Yes", "IsExistentMember": false, "Index": "2021-07-26T02:15:22", "EntityId": "60fe1abbdecbb711d1e76620" } |
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Response: | { "opstatus":0, "httpStatusCode":0 } |
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Error Code(s): |
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Service Flow: |
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Description: | This API retrieves the Co-applicant basic details, if they are available in database. | |||||
Method: | POST | |||||
URL: | {{baseUrl}}/services/data/v1/PartyDetailsManagement/operations/PersonalInfo/getCoApplicantsBasicInfo | |||||
Security Level: | Anonymous App User | |||||
Header Request: |
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Body Request: | {} |
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Response: | { "opstatus": 0, "CoApplicantCount": "", "CoApplicants": [], "httpStatusCode": 0 } |
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Error Code(s): |
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Service Flow: |
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Description: | Enables uploading of documents in Customer action and Prerequirement modules (and storing of a document in the Document microservice). | |||||
Method: | POST | |||||
URL: | {{baseUrl}}/services/data/v1/PartyDetailsManagement/operations/UserAction/uploadDocument | |||||
Security Level: | Anonymous App User | |||||
Header Request: |
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Body Request: |
Parameters UserActionIdentifier(Mandatory) A unique id of the user action Response(Mandatory) Specifies the file name, type, info, client id, and content. { "UserActionIdentifier": "ProofOfIncomeEmployed_1778258145_3X88WLM", "Response": [{ "fileName": "techspectemplate.pdf", "fileType": "application/pdf", "fileInfo": "", "fileClientId": 1627265913230, "fileContents": 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gAQQUVSIRYMJ8rt29TQki50MZtqE6vYXpUlW5h7PTJEpQyYmXRASsAIGyimQGrJjdNd/clCByThQRt1VmuCNyvhp+PjsJpMR1rc9ni75qO76/quqW/DhoRh8EyLfpp4Kit8vYv+itf2lYcJyrxj2cnUZRkkoOvMQQ5iEgrKoiiWE2glFbxmmRhJDxIYC4jzK2Pc/lquGns9MoalTJhJOAYB4CwYoqMRLMBHzaSoZVEkTOhzLihur0FqZLVeMezk6TKEElJ15iCLMSEFZWkcQwK7AbV3RcLUHknCiCtlVmuCNSvqYPHfTkyDkN+cIl5Vv0m5rvrxp+xXhTpjjSTwKbD9CHgqLHJfUvevQvDQuOcoX+9bjoEZX5x9lWBDwAgaqKZAZswGjNtzclhIwPAdg+ytj2PM4VXMhR0bOpQ5DSLQR4AAFFlUgEmDCftbu3KUHkfCjDNlSntzA5VXCCoGoSJajsxEsiAlaAQFlFMgNWzG7NNzcliJwTRcRtlRnuiJyv8UMHPTlyTpGvmu7rZYHp1y3fXzVcbroUR/pJYPmGPhQUPS6pf9Gjf2lYcJyr0L8eFz2iMv9ctgUBD0CgqiKZARvRKN3elBAyPgRg+yhj2/NcroILOSp6NnUIcro9AR5AQFElEgEmyCff25Qgcj6UYRuq01uYLlXBiQVVkyhBJSdeEhGwAgTKKpIZsEJ26eamBJFzooi4rTLDHdHna9O5fEsgJa7xvl4WmH5V8f1Vw2XXpDjSTwLLN/ShoOhxSf2LHv1Lw4Lzudp0PtwaRUlqvKPXSSICHoBAVUUyAzaiUbq9KSFkfAjA9lHGtudJrjadS7dGUaNKN/OSxAjwAAKKKpEIMEE++d6mBJHzoQzbUJ3ewpRUbTofbk2iBNWceElEwAoQKKtIZsAK2aWbmxJEzoki4rbKDHdEn6+ucfmWQEpc4329LDB91fD9VVW1Cf+gkseRfhJYvqEPBUWPS+pf9OhfGhacz1XX+HBrFCWp8Y5eJ4kIeAACVRXJDNiAUSxjWCQhZHwIwPZRxrbnSa66xqVbo6hRpZt5SWIEeAABRZVIBJgwn1hJrJIgcj6UYRuq01uYkqqu8eHWJEpQzYmXRASsAIGyimQGrJhdW9FptQSRc6KIuK0ywx2R8zV+6KAnR84p8tXQfb0sMH255PurqrJc1GWKI/0ksHxDHwqKHpfUv+jRvzQsOM5V6F+Pix5RmX8u24KAByBQVZHMgA0YXfLtTQkh40MAto8ytj3P5Sq4kKOiZ1OHIKfbE+ABBBRVIhFgwnwu3b1NCSLnQxm2oTq9helSFZxYUDWJElRy4iURAStAoKwimQErZnfJNzcliJwTRcRtlRnuiJyv8UMHPTlyTpGvJd3XywLoy27F91eVw++n6VJc1AcB8m36qaDo7TL2L3rrXxoWHOcq9K/HRY+ozD+XbY8wDwFhVRVJDLMBoyu+vUkJGR8CiPsoY9vzXK6CCzkqejZ1CHK6HcE8BIIVVWIkmAnzuXL3Niki50MZcUN1egvTpSo4saBqEiWo5MRLDGFWAsLKKpIYZsXsrvjmJkXknCiCtlVmuCNyvsYPHfTkyDlFvlZ0Xy8LTL9p+f6qctijJsWRfhLYfIA+FBQ9Lql/0aN/aVhwnKvQvx4XPaIy/1y2BQEPQKCqIpkBGzDa8u1NCSHjQwC2jzK2Pc/lKriQo6JnU4cgp9sT4AEEFFUiEWDCfLbu3qYEkfOhDNtQnd7CdKkKTiyomkQJKjnxkoiAFSBQVpHMgBWz2/LNTQki50QRcVtlhjsi52v80EFPjpxT5Kul+3pZYPq+Vbq/arhsVymO9JPA8g19KCh6XFL/okf/0rDgOFehfz0uekRl/rlsCwIegEBVRTIDNqJRur0pIWR8CMD2Uca257lcBRdyVPRs6hDkdHsCPICAokokAkyQT763KUHkfCjDNlSntzBdqoITC6omUYJKTrwkImAFCJRVJDNghezSzU0JIudEEXFbZYY7os9Xu3L5lkBKXON9vSwwfU+l+6vKXrcsUxzpJ4HlG/pQUPS4pP5Fj/6lYcH5XLUrH26NoiQ13tHrJBEBD0CgqiKZARswuuHbmxJCxocAbB9lbHue5KpduXRrFDWqdDMvSYwADyCgqBKJABPmc+PubUoQOR/KsA3V6S1MSVW78uHWJEpQzYmXRASsAIGyimQGrJjdDd/clCByThQRt1VmuCNyvsYPHfTkyDlFvjZ0Xy8LTF+XfH9VOfx+mi7FkX4SWL6hDwVFj0vqX/ToXxoWHOcq9K/HRY+ozD+XbUHAAxCoqkhmwAaMlnx7U0LI+BCA7aOMbc9zuQou5Kjo2dQhyOn2BHgAAUWVSASYMJ+lu7cpQeR8KMM2VKe3MF2qghMLqiZRgkpOvCQiYAUIlFUkM2DF7JZ8c1OCyDlRRNxWmeGOyPkaP3TQkyPnFPkq6b5eFpi+XPP9VWXZLOomxZF+Eli+oQ8FRY9L6l/06F8aFhznKvSvx0WPqMw/l21BwAMQqKpIZsAGjK759qaEkPEhANtHGdue53IVXMhR0bOpQ5DT7QnwAAKKKpEIMGE+1+7epgSR86EM21Cd3sJ0qQpOLKiaRAkqOfGSiIAVIFBWkcyAFbO75pubEkTOiSLitsoMd8SB8MW3b1fFw+Vm2b/CWFbFclE2bV+lX7Rl2TXF+eHmy9ubL/4wQIZ7MG/f35TFsv/f8FvzF+tiU/XLvyluDzf/crs7PD1un3fF+9O5uN3dfSguT7u7f739+803t0OZ9VhmFEfqZniwlKFtsVm2w2/jH5Ef9pfi/nT3ctgdn4v73eXuvH+3uxTbd6eX5+L5w6545qLPfdHj/m77OFbev+//+Lw/HS/F6Vj8cN4/7I/jdXHe/fKyP+8G6GURG2xmrUM3/Kq+vuOquD33n103q3XxcZBvXpH/9K1ftqY/tWXtlm3oYzkwyx43NdTOXLFmvRkO0kD7bn95Lk7vi/19b65fgd19cdndTavwfCre7Yq7/o/93577v/n4Yf+4Kz6e98/748PnV29Y2t9avrG5qm+u4t7609j27dXjsBrae7s4nl5VlMtq+FyWTO0Xf94edq9Kq3Y9TAKSfvW4vVzMyKviuimH4LD4dHzuHbKq/Iy/arlYr0dR+eqnl8vl8Hui6fP/eHw+n+5f7rS/RFq19ZBwkn67O+7O28dXVfW6W9Q1q95+OJ2fiz2VHcIxJomzNsf1crXYVCO0muU6fv7t9l1/7vpTejet8WWW9ai/xnpU/Xn76/5hOsF9Es67bT+htk9P59PTeT9MkJCTGdbXbbuYDkk9x3n89G+e9nfFF8Xb59N534+x8+59n8Pj3W6O/0j50x9/ejPHe1R8tz/+vH0Yl3w3tNDv/2nMO4/oVx1v+u9ApwmzmmU5fv5Xj/thePcrXbzfbZ9fzrtZ202Ev+0vL9vH/T9351muqfSH7fFh+HJxvLfavffizlqaY70frtUUntViVr5J8afTy/m4+1S8fzx9nOU6Sq90ndY82nmf43LVv0SogstZeSbFX/+rT/Lh6XScm2XSXmnzM0WLl0v/9Wx/nKZY2Otid+wPwN1u5kBbV/3Xj7AC83Jtgi9fLvvj7nK5dhkMcOUqvFK4uAuH/otie3+/n76CZ1dnVqX+pWI3vby7cjGX5aKczuN61lrGz//mH0+7fjz2tYo3T/v/nbeSUf6H7bvz/vWZBnPZmtunPb4UFB/3zx/Glzu7/lXVMEX6AdIv82VXPG0/PZ629zNWYjX8LrbpyK7nzQ9S/PDu730rfT/nX/d38wYnqecvxedL4jzNcTr8VqlgdNYIiYL+ddDu4Tx9cbbKXxRv7rdP/dfKeb4NdoXt1xq4xvm6xndBzSzj8fP7Iz77qwPJ/rb/53ggr/Dqa+7J8FC//9bg+eNudyyuIAfz9WbRTqu4mWU+fv73+7vzyfabJsy8Hf8MaNZqRO2bx8fiQPr++8yn3XH4/mneC5awCsOvPJgStJkZ86jg766+fzvLexSz91nWo5RfIN3vft09np7G1R9eIF/64A2vGb9/2wfxux9e7yqswfBYd1iCeQPABN/ttvdzrZvoauemfM34nFYmv3W3xPfdm3kvGUjx4/b8/GmmZZJd65mkr5me1U1wvVnhu8nNYtZ3A6T45te56b5OBLdR9JrbCTjT7vAs0XRq2llm4+f/eD7dDS/Ohha+/v7PVw84Qv20u//37esvvLAEKupftAzvL93TXJvdSFiC4XGJaQXmjbYo+PHUv3K6vLw77C8X+1Lzb0Mrp8v+uXia3oaYtxoGvWIxTPPacQjr9BS26ze/HIdVqTaL5SYsy6xxR4rPrMt3/QYN78VdtS6ResXCRNH/w8oM/97yOqzMvLkYFUNQzi+POzu2c16GYSki5oql8LXnv+qrhrv8pqR1c0zS5391Or7fP7xMr79m1Rp+zDGVmhfBKHj7dHp+3D98eB7ebptbNSxopFzRcVhX0r5ywnxPwzep1u+cZWnqxWYT1mVWBkmxL9tj8VVSf3x3cX8XOpv5FZqwv2Olovj2vD1eHkMzSEC/TGOvP+8+zTorwz83Ft6PXs5akyh4c9w+fnre3/Wvxmd/pc7JZ9kmXXirYvsY6o4/dNhe00zwPvzka8pYOS8nUTCu/bb/3pe+GZzlP0XMsp+pvPXfmU2RuWIiDT/Zm8zPC4N9/tvt4+7Sr3n/7c+17iPjD19/Nct4rip/P7od3va5xvbw719M+SlnfbkhwV/719LFoT9pD7/91hYc/z413Ef1i1df9RVvcl4Ov9k/RL2e94WBJD+dHsNUftqd7ZVIH7x32+PPxfBzydOn3awfThD0P3af7h5P25/nrAXJvuSSthLnocM56zD8BvMK6zDr7JNk+FHfeYjf/e79/rh/xjL0L8aGt05ff08WKxBxv+NQfF79ew7FusZKzEoDPv+PX38/y+nMT4e1+OnqxRb57uXyfDr0vt9v74aXv9unp1lGh987G3I/6xtRErx56b/iFI+nh4e+4CzbUfvdDBXcJ6prv/kqq/En06PJWW+lk+D2w/7ch3v83v7KsU6UumeM7w/MMhx1b46fitrq85e1APrLzS/9//8PayLsgwplbmRzdHJlYW0KZW5kb2JqCjEgMCBvYmoKPDwvQ29udGVudHMgMTIgMCBSL1R5cGUvUGFnZS9SZXNvdXJjZXM8PC9Qcm9jU2V0IFsvUERGIC9UZXh0IC9JbWFnZUIgL0ltYWdlQyAvSW1hZ2VJXS9FeHRHU3RhdGU8PC9HUzEgMiAwIFIvR1MyIDMgMCBSL0dTNyA5IDAgUi9HUzggMTAgMCBSL0dTNSA3IDAgUi9HUzYgOCAwIFIvR1MzIDQgMCBSL0dTNCA1IDAgUj4+L0ZvbnQ8PC9GMSA2IDAgUi9GMiAxMSAwIFI+Pj4+L1BhcmVudCAxMyAwIFIvTWVkaWFCb3hbMCAwIDYxMiA3OTJdPj4KZW5kb2JqCjE1IDAgb2JqCjw8L0Rlc3RbMSAwIFIvWFlaIDAgNzQ0IDBdL1RpdGxlKFRlbXBsYXRlIGZvciBUZWNoIHNwZWMpL1BhcmVudCAxNCAwIFI+PgplbmRvYmoKMTQgMCBvYmoKPDwvVHlwZS9PdXRsaW5lcy9Db3VudCAxL0ZpcnN0IDE1IDAgUi9MYXN0IDE1IDAgUj4+CmVuZG9iago2IDAgb2JqCjw8L1N1YnR5cGUvVHlwZTEvVHlwZS9Gb250L0Jhc2VGb250L0hlbHZldGljYS9FbmNvZGluZy9XaW5BbnNpRW5jb2Rpbmc+PgplbmRvYmoKMTEgMCBvYmoKPDwvU3VidHlwZS9UeXBlMS9UeXBlL0ZvbnQvQmFzZUZvbnQvSGVsdmV0aWNhLUJvbGQvRW5jb2RpbmcvV2luQW5zaUVuY29kaW5nPj4KZW5kb2JqCjIgMCBvYmoKPDwvY2EgMT4+CmVuZG9iagozIDAgb2JqCjw8L2NhIDE+PgplbmRvYmoKNCAwIG9iago8PC9jYSAxPj4KZW5kb2JqCjUgMCBvYmoKPDwvY2EgMT4+CmVuZG9iago3IDAgb2JqCjw8L2NhIDE+PgplbmRvYmoKOCAwIG9iago8PC9jYSAxPj4KZW5kb2JqCjkgMCBvYmoKPDwvQ0EgMT4+CmVuZG9iagoxMCAwIG9iago8PC9jYSAxPj4KZW5kb2JqCjEzIDAgb2JqCjw8L0tpZHNbMSAwIFJdL1R5cGUvUGFnZXMvQ291bnQgMS9JVFhUKDEuMy4xOSk+PgplbmRvYmoKMTYgMCBvYmoKPDwvUGFnZU1vZGUvVXNlT3V0bGluZXMvVHlwZS9DYXRhbG9nL091dGxpbmVzIDE0IDAgUi9QYWdlcyAxMyAwIFI+PgplbmRvYmoKMTcgMCBvYmoKPDw+PgplbmRvYmoKeHJlZgowIDE4CjAwMDAwMDAwMDAgNjU1MzUgZiAKMDAwMDAwNzU5MSAwMDAwMCBuIAowMDAwMDA4MTk0IDAwMDAwIG4gCjAwMDAwMDgyMTkgMDAwMDAgbiAKMDAwMDAwODI0NCAwMDAwMCBuIAowMDAwMDA4MjY5IDAwMDAwIG4gCjAwMDAwMDgwMTIgMDAwMDAgbiAKMDAwMDAwODI5NCAwMDAwMCBuIAowMDAwMDA4MzE5IDAwMDAwIG4gCjAwMDAwMDgzNDQgMDAwMDAgbiAKMDAwMDAwODM2OSAwMDAwMCBuIAowMDAwMDA4MTAwIDAwMDAwIG4gCjAwMDAwMDAwMTUgMDAwMDAgbiAKMDAwMDAwODM5NSAwMDAwMCBuIAowMDAwMDA3OTQ0IDAwMDAwIG4gCjAwMDAwMDc4NTUgMDAwMDAgbiAKMDAwMDAwODQ2MCAwMDAwMCBuIAowMDAwMDA4NTQ0IDAwMDAwIG4gCnRyYWlsZXIKPDwvSW5mbyAxNyAwIFIvSUQgWzxkNmJlYzE3M2U4NWMxODUyMzc0NjliM2FhMTY2YzMwMT48MmUxZDBmMWY2OGQzMjZiMTZjN2M5NTAzNzc0MGVlMzc+XS9Sb290IDE2IDAgUi9TaXplIDE4Pj4Kc3RhcnR4cmVmCjg1NjUKJSVFT0YK" }] } |
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Response: | Success Response: { "Response": [{ "fileName": "techspectemplate.pdf", "fileClientId": 1.62726591323E12, "fileInfo": "", "documentId": "3b18b79d-2fd5-4197-844b-87be10302a3e", "fileType": "application/pdf" }], "opstatus": 0, "httpStatusCode": 200 } |
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Error Code(s): |
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Service Flow: |
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Description: | This API creates prerequirements(additional questions). | |||||
Method: | POST | |||||
URL: | {{baseUrl}}/services/data/v1/PartyDetailsManagement/operations/UserAction/createPreRequirements | |||||
Security Level: | Anonymous App User | |||||
Header Request: |
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Body Request: | {} |
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Response: | { "opstatus": 0, "httpStatusCode": 200 } |
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Error Code(s): |
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Service Flow: |
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Description: | Retrieves and filters the application data from the Origination Data Microservice (ODMS) based on the application ID. The filtered data contains personal information such as First Name, Last Name, Date of Birth, and Email ID, which is sent as a response to the user. | |||||||
Method: | POST | |||||||
URL: | {BASE URL}//services/data/v1/PartyDetailsManagement/operations/PersonalInfo/getPersonalInfo | |||||||
Security Level: | Authenticated App User | |||||||
Header Request: |
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Body Request: |
Parameters ApplicantType (Mandatory) Specifies the type of applicant. { "ApplicantType": "CoApplicant", "Index": "2021-07-26T02:15:22" } |
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Response: |
Parameters /FirstName Specifies the first name of the applicant. /LastName Specifies the last name of the applicant. /DateOfBirth Specifies the date of birth of the applicant. Specifies the email address of the applicant. /MobileCountryCode Specifies the mobile country code. /MobileNumber Specifies the mobile number of the applicant. { "DateOfBirth": "1975-02-02", "MobileNumber": "9704328725", "Email": "sravani.poosa@temenos.com", "FirstName": "Max", "MobileCountryCode": "+91", "opstatus": 0, "LastName": "Smith", "MiddleName": "", "httpStatusCode": 0 } |
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Error Code(s): |
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Service Flow: |
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Description: | This API retrieves the Financial Information of an applicant in ODMS. | |||||
Method: | POST | |||||
URL: | {{baseUrl}}/services/data/v1/PartyDetailsManagement/operations/IncomeAndEmployment/getDetails | |||||
Security Level: | Anonymous App User | |||||
Header Request: |
|
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Body Request: | { "ApplicantType": "Applicant" } |
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Response: |
{ "opstatus": 0, "httpStatusCode": 0, "ID": "61af2983888e133c4f1875ff", "EmploymentStatus": "Full-Time Employee", "Occupation": "Architect", "IncomePeriod": "Half-Yearly", "TotalGrossIncome": "2000.00", "TotalNetIncome": "2000.00", "MonthlyIncome": "166.66", "OtherIncomes": [ { "Income": "", "SourceOfIncome": "" } ], "ConsideIncomeLoanEligibilityCalculation": "true", "TotalMonthlyLoanRepayment": "1000.00", "TotalMonthlyHouseholdExpenses": "500.00", "ConsideExpensesLoanEligibilityCalculation": "true", "TotalAsset": "2000.00", "TotalLiabilities": "4000.00", "EmploymentDetails": [ { "OrganizationName": "Temenos", "AddressLine1": "baker field lane", "AddressLine2": "", "Country": "UA", "State": "UA-43", "City": "Salem", "ZipCode": "12345", "PhoneNumber": "987654", "CountryCode": "+91", "CurrentEmployment": "true", "StartDate": "11-11-2020", "EndDate": "", "Status": "Full-Time Employee" } ] } |
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Error Code(s): |
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Service Flow: |
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Description: | This API updates the Financial Information data in ODMS. | |||||
Method: | updateDetails | |||||
URL: | {CLOUD_URL}/services/data/v1/PartyDetailsManagement/operations/FinancialInformation/updateDetails | |||||
Security Level: | Aunthenticated | |||||
Header Request: |
|
|||||
Body Request: | {"ApplicantType": "Applicant", "SectionProgress": "Done", "CurrencyID": "USD", "DeclarationDate": "2022-02-01", "EmploymentStatus": "Full-Time Employee", "Occupation": "Architect", "IncomePeriod": "Yearly", "TotalGrossIncome": "200000", "TotalNetIncome": "10000", "ConsiderIncomeLoanEligibilityCalculation": true, "TotalMonthlyLoanRepayment": "111", "TotalMonthlyHouseholdExpenses": "1110", "ConsiderExpensesLoanEligibilityCalculation": true, "TotalAsset": "1000", "TotalLiabilities": "1000", "EmploymentDetails": [ { "id": "EMPLOYMENT0", "OrganizationName": "Temenos", "StartDate": "2000-11-11", "EndDate": "", "AddressLine1": "Address Line 1", "AddressLine2": "", "Country": "IN", "State": "IN-TG", "City": "Hyderabad", "ZipCode": "500081", "CurrentEmployment": true, "CountryCode": "+91", "PhoneNumber": "9999999999", "Status": "Full-Time Employee" } ], "OtherIncomes": [ { "SourceOfIncome": "Employment", "Income": "3000" } ] } |
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Response: | {"id":"DHDGDBD","opstatus":0,"httpStatusCode":0} |
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Error Code(s): |
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|||||
Service Flow: |
|

Description: | This API retrieves users pending actions. | |||||
Method: | POST | |||||
URL: | {BASE URL}/services/data/v1/PartyDetailsManagement/operations/UserAction/getUserActions | |||||
Security Level: | Anonymous App User | |||||
Header Request: |
|
|||||
Body Request: | { "isPre": "true" } |
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Response: | { "Income": [{ "UserActionName": "ProofOfIncomeEmployed", "UserActionStatus": "Created", "PartyId": "1778258145", "ActionMetaData": { "Group": "Income", "Options": "", "InformationText": "<h4>The file(s) must follow with the below rules:</h4>Cannot contain the following special characters: , * | : " < > ? / \ [ ] % = ;<br>File name must have an extension name (eg: .pdf, .jpg, .png)<br>File name can’t begin with space<br>File can’t exclude more than 2MB","Description":"The user should upload single or multiple document/s as applicable like Salary slips, Income tax return, Job experience, Military service, College admission, Internship / scholarship and others documents. "," Description_Key ":" ProofOfIncomeEmployed_Description "," NeedsReview ":" false "," Title ":" Upload Income Proof documents % FirstName % % LastName % "," InformationText_Key ":" ProofOfIncomeEmployed_InformationText "," OptionsType ":" "," Title_Key ":" ProofOfIncomeEmployed_Title "," ActionLevel ":" Applicant "," CategoryMetadata ":{" identifier ":" 1778258145 "," type ":" Applicant "}," Skippable ":" false "," UserActionType ":" DocumentUpload "," DynamicData ":{" FirstName ":" Virat "," LastName ":" Kohli "}," isPreRequirement ":" true "}," UserActionIdentifier ":" ProofOfIncomeEmployed_1778258145_3X88WLM "," ProductId ":" ALL "},{" UserActionName ":" ProofOfIncomeEmployed "," UserActionStatus ":" Created "," PartyId ":" 1075992239 "," ActionMetaData ":{" Group ":" Income "," Options ":" "," InformationText ":" < h4 > The file(s) must follow with the below rules : < /h4>Cannot contain the following special characters: , * | : " < > ? /\ [] % = ; < br > File name must have an extension name(eg: .pdf, .jpg, .png) < br > File name can’ t begin with space < br > File can’ t exclude more than 2MB "," Description ":" The user should upload single or multiple document / s as applicable like Salary slips, Income tax return, Job experience, Military service, College admission, Internship / scholarship and others documents. "," Description_Key ":" ProofOfIncomeEmployed_Description "," NeedsReview ":" false "," Title ":" Upload Income Proof documents % FirstName % % LastName % "," InformationText_Key ":" ProofOfIncomeEmployed_InformationText "," OptionsType ":" "," Title_Key ":" ProofOfIncomeEmployed_Title "," ActionLevel ":" Applicant "," CategoryMetadata ":{" identifier ":" 1075992239 "," type ":" Applicant "}," Skippable ":" false "," UserActionType ":" DocumentUpload "," DynamicData ":{" FirstName ":" Rohit "," LastName ":" Sharma "}," isPreRequirement ":" true "}," UserActionIdentifier ":" ProofOfIncomeEmployed_1075992239_3X88WLM "," ProductId ":" ALL "}]," Documents ":[{" UserActionName ":" DriverLicense "," UserActionStatus ":" Created "," PartyId ":" 1778258145 "," ActionMetaData ":{" Group ":" Documents "," Options ":" "," InformationText ":" < h4 > The file(s) must follow with the below rules: < /h4>Cannot contain the following special characters: , * | : " < > ? /\ [] % = ; < br > File name must have an extension name(eg: .pdf, .jpg, .png) < br > File name can’ t begin with space < br > File can’ t exclude more than 2MB "," Description ":" "," Description_Key ":" DriverLicense_Description "," NeedsReview ":" false "," Title ":" Driver License % FirstName % % LastName % "," InformationText_Key ":" DriverLicense_InformationText "," OptionsType ":" "," Title_Key ":" DriverLicense_Title "," ActionLevel ":" Applicant "," CategoryMetadata ":{" identifier ":" 1778258145 "," type ":" Applicant "}," Skippable ":" false "," UserActionType ":" DocumentUpload "," DynamicData ":{" FirstName ":" Virat "," LastName ":" Kohli "}," isPreRequirement ":" true "}," UserActionIdentifier ":" DriverLicense_1778258145_3X88WLM "," ProductId ":" ALL "},{" UserActionName ":" OptionalQuestion "," UserActionStatus ":" Created "," PartyId ":" 1778258145 "," ActionMetaData ":{" Group ":" Documents "," Options ":" "," InformationText ":" < h4 > The file(s) must follow with the below rules: < /h4>Cannot contain the following special characters: , * | : " < > ? /\ [] % = ; < br > File name must have an extension name(eg: .pdf, .jpg, .png) < br > File name can’ t begin with space < br > File can’ t exclude more than 2MB "," Description ":" Upload additional Documents( if any) "," Description_Key ":" OptionalQuestion_Description "," NeedsReview ":" false "," Title ":" Upload additional Documents( if any) "," InformationText_Key ":" OptionalQuestion_InformationText "," OptionsType ":" "," Title_Key ":" OptionalQuestion_Title "," ActionLevel ":" Application "," CategoryMetadata ":{" identifier ":" 3X88WLM "," type ":" Application "}," Skippable ":" true "," UserActionType ":" DocumentUpload "," isPreRequirement ":" true "}," UserActionIdentifier ":" OptionalQuestion_1778258145_3X88WLM "," ProductId ":" ALL "},{" UserActionName ":" DriverLicense "," UserActionStatus ":" Created "," PartyId ":" 1075992239 "," ActionMetaData ":{" Group ":" Documents "," Options ":" "," InformationText ":" < h4 > The file(s) must follow with the below rules: < /h4>Cannot contain the following special characters: , * | : " < > ? /\ [] % = ; < br > File name must have an extension name(eg: .pdf, .jpg, .png) < br > File name can’ t begin with space < br > File can’ t exclude more than 2MB "," Description ":" "," Description_Key ":" DriverLicense_Description "," NeedsReview ":" false "," Title ":" Driver License % FirstName % % LastName % "," InformationText_Key ":" DriverLicense_InformationText "," OptionsType ":" "," Title_Key ":" DriverLicense_Title "," ActionLevel ":" Applicant "," CategoryMetadata ":{" identifier ":" 1075992239 "," type ":" Applicant "}," Skippable ":" false "," UserActionType ":" DocumentUpload "," DynamicData ":{" FirstName ":" Rohit "," LastName ":" Sharma "}," isPreRequirement ":" true "}," UserActionIdentifier ":" DriverLicense_1075992239_3X88WLM "," ProductId ":" ALL "}]," count ":6," opstatus ":0," Verification ":[{" UserActionName ":" TimeOnCurrentAddress "," UserActionStatus ":" Created "," PartyId ":" 1778258145 "," ActionMetaData ":{" Group ":" Verification "," Options ":" "," Description ":" Provide staying since, entering the month and year where you moved to this address "," Description_Key ":" TimeOnCurrentAddress_Description "," NeedsReview ":" false "," Title ":" Time on the current address / home - Staying since ? "," OptionsType ":" "," Title_Key ":" TimeOnCurrentAddress_Title "," ActionLevel ":" Application "," CategoryMetadata ":{" identifier ":" 3X88WLM "," type ":" Application "}," Skippable ":" false "," UserActionType ":" Text "," isPreRequirement ":" true "}," UserActionIdentifier ":" TimeOnCurrentAddress_1778258145_3X88WLM "," ProductId ":" ALL "}]," httpStatusCode ":0} |
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Error Code(s): |
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Service Flow: |
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Description: | This API updates the pending user actions from user. | |||||
Method: | POST | |||||
URL: | {BASE URL}/services/data/v1/PartyDetailsManagement/operations/UserAction/updateUserAction | |||||
Security Level: | Anonymous App User | |||||
Header Request: |
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Body Request: | { "UserActionIdentifier": "ProofOfIncomeEmployed_1778258145_3X88WLM", "Response": "", "Status": "Submitted" } |
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Response: | { "opstatus": 0, "id": "60fe1b7edecbb711d1e76641", "httpStatusCode": 200 } |
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Error Code(s): |
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Service Flow: |
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getPartyAndDueDiligenceDetails
Description: | This API retrieves Gets party, source of funds, assets, liabilities data from PartyMS and Due Diligence of an existing party. | |||||
Method: | getPartyAndDueDiligenceDetails | |||||
URL: | {CLOUD_URL}/services/data/v1/PartyDetailsUsersManagement/operations/Party/getPartyAndDueDiligenceDetails | |||||
Security Level: | Authenticated | |||||
Header Request: |
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Body Request: | { “partyId”: <PARTY_ID> } |
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Response: |
{ "parties": [ { "partyStatus": "Active", "partyId": "2202731877", "partyType": "Individual", "firstName": "First", "nameStartDate": "2022-01-27", "contactAddress": [ { "addressesReference": "AD22027UFXNV", "communicationNature": "Physical", "communicationType": "MailingAddress", "addressType": "Home", "primary": "false", "buildingName": "line1", "streetName": "line2", "town": "city", "countrySubdivision": "US-TX", "countryCode": "US", "postalOrZipCode": "123456" } ], "phoneAddress": [ { "addressesReference": "AD22027I43TS", "communicationType": "Mobile", "addressType": "Home", "primary": "true", "iddPrefixPhone": "+91", "phoneNo": "9849552454" } ], "partyIdentifiers": [ { "type": "Social Security Number", "identifierNumber": "12345678" }, { "type": "Driver License", "identifierNumber": "123456", "expiryDate": "2024-09-09" } ], "classifications": [ { "classificationCode": "INDUSTRY-1000", "classificationDate": "2022-01-27", "name": "Private Person (Name)", "partyId": "2202731877" } ], "Employment": [ { "EmploymentReference": "EM22031M8HC3", "OrganizationName": "Amazon", "Status": "Full-Time Employee", "AddressLine1": "", "AddressLine2": "ghjk", "Country": "US", "State": "US-TX", "City": "vghj", "ZipCode": "", "PhoneNumber": "", "CountryCode": "", "CurrentEmployment": "true", "StartDate": "2018-09-09" }, { "EmploymentReference": "EM22031IMBHL", "OrganizationName": "Amazon", "Status": "Full-Time Employee", "AddressLine1": "", "AddressLine2": "ghjk", "Country": "US", "State": "US-TX", "City": "vghj", "ZipCode": "", "PhoneNumber": "", "CountryCode": "", "CurrentEmployment": "true", "StartDate": "2018-09-09" }, { "EmploymentReference": "EM22028024YN", "OrganizationName": "Amazon", "Status": "Full-Time Employee", "AddressLine1": "", "AddressLine2": "ghjk", "Country": "US", "State": "US-TX", "City": "vghj", "ZipCode": "", "PhoneNumber": "", "CountryCode": "", "CurrentEmployment": "true", "StartDate": "2018-09-09" } ] } ], "sourceOfFunds": [ { "sourceOfFundsReference": "FUND22032VFH0I", "Source": "Inheritance", "Amount": "8000", "Type": "Other Income" }, { "sourceOfFundsReference": "FUND22032P73SK", "Source": "Employment", "Amount": "1000", "Type": "Net Salary" }, { "sourceOfFundsReference": "FUND22032L9QBZ", "Source": "Dividends", "Amount": "800000", "Type": "Other Income" } ], "opstatus": 0, "httpStatusCode": 200 } |
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Errror Code(s): | Error Code: 10213 | |||||
Service Flow: |
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In this topic