Customer Actions Management
Name | Description | Introduced In |
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uploadDocument | This API enables uploading of documents in Customer action and Prerequirement modules. | 2021.04 |
getUserActions | This API retrieves users pending actions. | 2021.07 |
updateUserActionBulk | This API updates the pending user actions from user. | 2021.07 |
createPreRequirements | This API creates prerequirements(additional questions). | 2021.07 |

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/CustomerActionsManagement/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/CustomerActionsManagement/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: | 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/CustomerActionsManagement/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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" }] } |
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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 retrieves users pending actions. | |||||
Method: | POST | |||||
URL: | {BASE URL}/services/data/v1/CustomerActionsManagement/operations/UserAction/getUserActions | |||||
Security Level: | Anonymous App User | |||||
Header Request: |
|
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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/CustomerActionsManagement/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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Description: | This API creates prerequirements(additional questions). | |||||
Method: | POST | |||||
URL: | {{baseUrl}}/services/data/v1/CustomerActionsManagement/operations/UserAction/createPreRequirements | |||||
Security Level: | Anonymous App User | |||||
Header Request: |
|
|||||
Body Request: | jsondata={} |
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Response: | {"count": 1, "opstatus": 0, "Verification": [ { "UserActionName": "TimeOnCurrentAddress", "UserActionId": "CA202243101763", "UserActionStatus": "Created", "ActionMetaData": { "Group": "Verification", "Options": "", "Description": "Please provide the date from when you are staying at the current residence in DD/MM/YYYY format", "Description_Key": "TimeOnCurrentAddress_Description", "NeedsReview": "false", "Title": "Time at the current residence", "OptionsType": "", "Title_Key": "TimeOnCurrentAddress_Title", "ActionLevel": "Entity", "AssistTitle": "Time on the current address/home - Staying since?", "Skippable": "false", "UserActionType": "Date", "isPreRequirement": "true" }, "UserActionIdentifier": "TimeOnCurrentAddress_1844225486_KQHV6GN", "appliesTo": "Shivang", "appliesToId": "1844225486", "DynamicData": { "FirstName": "Shivang", "LastName": "Mishra" } } ], "id": "KQHV6GN", "httpStatusCode": 200 } |
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Error Code(s): |
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Service Flow: |
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In this topic