Retrieve Document Categories for an Application
Description
This web service returns the document categories associated with an application. The document categories are returned in a tree structure and can be used to redraw the hierarchy on an external user interface.
The Application Document Category is a self-referencing object with the following data model:
The fields for each Application Document Category are:
| Field | Type | Description |
|---|---|---|
Name | String |
|
Active__c | Boolean |
|
Document_Category__r | Related Object |
|
Parent_Application_Document_Category__c | Id |
|
Status__c | String |
|
Owner | Related Object |
|
Required__c | Boolean |
|
children | Related Object List |
|
breadCrumb | List |
|
Definition
GET
Request Parameters
The following table provides details of the request parameters used by this web service:
| Field | Type | Description |
|---|---|---|
| applicationId | String | This is the Salesforce record Id of the application for which the application document categories are to be retrieved. |
| borrowerId | String | This is the Salesforce record Id of the primary borrower. The borrower can be an Account object or a Contact object. |
Error Messages
When you use this web service you can receive the possible error messages as shown in the following table:
| Error Number | Error Code | Error Message | System.Label | Reason | HTTP Status Code |
|---|---|---|---|---|---|
00002 | INVALID_INPUT | Unable to parse the Request parameters. | System.label.UNABLE_PARSE_REQ_PARAMS | Error getting the request params from the request body. | 400 |
00001 | INVALID_INPUT | Required parameters are missing. | System.label.REQUIRED_PARAMS_MISSING | One of the mandatory parameters is missing. | 400 |
00032 | INVALID_INPUT | Exception message | <NA> | Exception while parsing request parameters. This may be due to the invalid format of input parameters. | 400 |
00006 | INVALID_INPUT | Both Contact & Account found null. Please provide at least one of them. | System.label.ACCOUNT_CONTACT_ID_NULL | Both Contact and Account information is not found in request parameters. At least one should be provided. | 400 |
00005 | INVALID_INPUT | Exception message | <NA> | Exception while committing Business Information. This may be due to if any mandatory field is missing or any custom validation rule is not satisfied | 400 |
00003 | INVALID_INPUT | Exception message | <NA> | Exception while committing Account (new borrower) Information. This may be due to any mandatory field is missing or any custom validation rule is not satisfied | 400 |
00004 | INVALID_INPUT | Exception message | <NA> | Exception while committing Contact (new borrower) Information. This may be due to any mandatory field is missing or any custom validation rule is not satisfied | 400 |
00008 | INVALID_INPUT | No object found with name <object name> | OBJECT_NOT_FOUND | The object name i.e, key mentioned in JSON of “childObjects” is not a valid object name. | 400 |
00009 | INVALID_INPUT | Unable to find the Account. | ACCOUNT_NOT_FOUND | There is no valid record of the borrower account for which the application is to be created. | 400 |
00010 | INVALID_INPUT | Unable to find the Contact. | CONTACT_NOT_FOUND | There is no valid record of Borrower contact for which application is to be created. | 400 |
00012 | INVALID_INPUT | Unable to find the Company. | COMPANY_NOT_FOUND | The company specified for the application is not a valid one. | 400 |
00013 | INVALID_INPUT | Unable to find the Lending Product. | LENDING_PRODUCT_NOT_FOUND | The product specified for the application is not a valid one. | 400 |
00014 | INVALID_INPUT | Invalid Product Type | PRODUCT_TYPE_NOT_FOUND | The product Type of the application is either null or not valid | 400 |
00015 | INVALID_INPUT | Invalid Payment Frequency. | PAYMENT_FREQUENCY_NOT_FOUND | The payment frequency specified for the application is not a valid value. | 400 |
00016 | INVALID_INPUT | Loan Amount is null or invalid | LOAN_AMOUNT_NULL | The loan Amount is either null or invalid. | 400 |
00017 | INVALID_INPUT | Term is null or invalid. | TERM_NULL | The term is null or invalid | 400 |
00018 | INVALID_INPUT | Interest Rate is null or invalid. | INTEREST_RATE_NULL | The interest rate is either null or invalid. | 400 |
0029 | INVALID_INPUT | Draw Term is null or invalid. | DRAW_TERM_INVALID | The draw term is either null or invalid. | 400 |
00030 | INVALID_INPUT | Credit Limit is null or invalid. | CREDIT_LIMIT_INVALID | The credit limit is either null or invalid. | 400 |
00031 | INVALID_INPUT | Draw Term cannot be greater than Contract Term. | DRAW_TERM_TERM_INVALID | The draw term is greater than contractual term. | 400 |
00027 | INVALID_INPUT | Product Sub Type is null or invalid. | PRODUCT_SUB_TYPE_NOT_FOUND | Product subtype is either null or invalid. | 400 |
00024 | INVALID_INPUT | Pricing method is null or invalid. | PRICING_METHOD_INVALID | The pricing method is either null or invalid. | 400 |
00022 | INVALID_INPUT | Sales Division is null or invalid. | SALES_DIVISION_INVALID | Sales Division is either null or invalid. | 400 |
00028 | INVALID_INPUT | The expected First Payment Date should be greater than the Expected Start Date. | FIRST_PAYMENT_DATE_VALIDATION | The expected first payment date for the new application is before the expected start date. | 400 |
00025 | INVALID_INPUT | Days Convention is invalid. | DAYS_CONVENTION_INVALID | Value for the field Days Convention is invalid. | 400 |
00026 | INVALID_INPUT | The interest calculation method is invalid. | INTEREST_CALC_METHOD_INVALID | Value for the field Interest Calculation Method is invalid. | 400 |
00023 | INVALID_INPUT | Customer Cash Used For is invalid. | CUST_CASH_USED_FOR_INVALID | Value for the field Customer Cash Used For is invalid. | 400 |
00021 | INVALID_INPUT | Bank Account Type is invalid. | BANK_ACCOUNT_TYPE_INVALID | Value for the field Bank Account Type is invalid. | 400 |
00020 | INVALID_INPUT | Healthcare Procedure is invalid. | HEATH_CARE_PROC_INVALID | Value for the field Healthcare Procedure is invalid. | 400 |
00019 | INVALID_INPUT | Id Type is invalid. | ID_TYPE_INVALID | Value for the field Id Type is invalid. | 400 |
00007 | API_EXCEPTION | <Exception_message> | <NA> | Any runtime exception occurred while creating the new application. | 500 |
Sample Request
The sample request to be sent is as shown below:
Sample Response
{
"status": "SUCCESS",
"rowNumber": null,
"response": [
{
"applicationId": "a1d15000002mzxdAAA",
"applicationDocumentCategory": {
"usertasks": null,
"taskCount": 0,
"self": {
"attributes": {
"type": "Application_Document_Category__c",
"url": "/services/data/v34.0/sobjects/Application_Document_Category__c/ a1V15000002O9XZEA0"
},
"Id": "a1V15000002O9XZEA0",
"Name": "Root",
"OwnerId": "00515000005bbb8AAA",
"IsDeleted": false,
"CreatedDate": "2015-08-22T19:27:18.000+0000",
"CreatedById": "00515000005bbb8AAA",
"LastModifiedDate": "2015-08-22T19:27:19.000+0000",
"LastModifiedById": "00515000005bbb8AAA",
"SystemModstamp": "2015-08-22T19:27:19.000+0000",
"Application__c": "a1d15000002mzxdAAA",
"Active__c": true,
"Id__c": "8",
"Send_Notification__c": false,
"Status__c": "OPEN",
"Required__c": false,
"Owner": {
"attributes": {
"type": "Name",
"url": "/services/data/v34.0/sobjects/User/00515000005bbb8AAA"
},
"Id": "00515000005bbb8AAA",
"Name": "Sayali Dehedkar"
}
},
"collapsed": false,
"children": [
{
"usertasks": null,
"taskCount": 0,
"self": {
"attributes": {
"type": "Application_Document_Category__c",
"url": "/services/data/v34.0/sobjects/ Application_Document_Category__c/a1V15000002O9XREA0"
},
"Id": "a1V15000002O9XREA0",
"Name": "Borrower Financials",
"OwnerId": "00515000005bbb8AAA",
"IsDeleted": false,
"CreatedDate": "2015-08-22T19:27:18.000+0000",
"CreatedById": "00515000005bbb8AAA",
"LastModifiedDate": "2015-08-22T19:27:19.000+0000",
"LastModifiedById": "00515000005bbb8AAA",
"SystemModstamp": "2015-08-22T19:27:19.000+0000",
"Application__c": "a1d15000002mzxdAAA",
"Active__c": true,
"Document_Category__c": "a1n15000001C966AAC",
"Id__c": "0",
"Parent_Application_Document_Category__c": "a1V15000002O9XZEA0",
"Parent_Id__c": "8",
"Send_Notification__c": false,
"Status__c": "OPEN",
"Required__c": false,
"Priority__c": "High",
"Party_Type__c": "a2k15000004X1WyAAK",
"AppDocCatAttachmentJunctions__r": {
"totalSize": 5,
"done": true,
"records": [
{
"attributes": {
"type": "AppDocCatAttachmentJunction__c",
"url": "/services/data/v34.0/sobjects/ AppDocCatAttachmentJunction__c/a1S15000001isJNEAY"
},
"Application_Document_Category__c": "a1V15000002O9XREA0",
"Id": "a1S15000001isJNEAY",
"Name": "ADCA-00000302",
"AttachmentId__c": "00P1500000cSAh6EAG"
},
{
"attributes": {
"type": "AppDocCatAttachmentJunction__c",
"url": "/services/data/v34.0/sobjects/ AppDocCatAttachmentJunction__c/a1S15000001isJOEAY"
},
"Application_Document_Category__c": "a1V15000002O9XREA0",
"Id": "a1S15000001isJOEAY",
"Name": "ADCA-00000304",
"AttachmentId__c": "00P1500000cSAh7EAG"
},
{
"attributes": {
"type": "AppDocCatAttachmentJunction__c",
"url": "/services/data/v34.0/sobjects/ AppDocCatAttachmentJunction__c/a1S15000001isJcEAI"
},
"Application_Document_Category__c": "a1V15000002O9XREA0",
"Id": "a1S15000001isJcEAI",
"Name": "ADCA-00000306",
"AttachmentId__c": "00P1500000cSAhQEAW"
},
{
"attributes": {
"type": "AppDocCatAttachmentJunction__c",
"url": "/services/data/v34.0/sobjects/ AppDocCatAttachmentJunction__c/a1S15000001isJXEAY"
},
"Application_Document_Category__c": "a1V15000002O9XREA0",
"Id": "a1S15000001isJXEAY",
"Name": "ADCA-00000305",
"AttachmentId__c": "00P1500000cSAhLEAW"
},
{
"attributes": {
"type": "AppDocCatAttachmentJunction__c",
"url": "/services/data/v34.0/sobjects/ AppDocCatAttachmentJunction__c/a1S15000001isJSEAY"
},
"Application_Document_Category__c": "a1V15000002O9XREA0",
"Id": "a1S15000001isJSEAY",
"Name": "ADCA-00000303",
"AttachmentId__c": "00P1500000cSAhGEAW"
}
]
},
"Document_Category__r": {
"attributes": {
"type": "Document_Category__c",
"url": "/services/data/v34.0/sobjects/Document_Category__c/ a1n15000001C966AAC"
},
"Id": "a1n15000001C966AAC",
"Category_Name__c": "Borrower Financials"
},
"Parent_Application_Document_Category__r": {
"attributes": {
"type": "Application_Document_Category__c",
"url": "/services/data/v34.0/sobjects/ Application_Document_Category__c/a1V15000002O9XZEA0"
},
"Id": "a1V15000002O9XZEA0",
"Name": "Root"
},
"Owner": {
"attributes": {
"type": "Name",
"url": "/services/data/v34.0/sobjects/User/00515000005bbb8AAA"
},
"Id": "00515000005bbb8AAA",
"Name": "Sayali Dehedkar"
}
},
"collapsed": true,
"children": [
{
"usertasks": null,
"taskCount": 0,
"self": {
"attributes": {
"type": "Application_Document_Category__c",
"url": "/services/data/v34.0/sobjects/ Application_Document_Category__c/a1V15000002O9XVEA0"
},
"Id": "a1V15000002O9XVEA0",
"Name": "Borrower Financial Statements",
"OwnerId": "00515000005bbb8AAA",
"IsDeleted": false,
"CreatedDate": "2015-08-22T19:27:18.000+0000",
"CreatedById": "00515000005bbb8AAA",
"LastModifiedDate": "2015-08-22T19:27:19.000+0000",
"LastModifiedById": "00515000005bbb8AAA",
"SystemModstamp": "2015-08-22T19:27:19.000+0000",
"Application__c": "a1d15000002mzxdAAA",
"Active__c": true,
"Document_Category__c": "a1n15000001C9lTAAS",
"Id__c": "4",
"Parent_Application_Document_Category__c": "a1V15000002O9XREA0",
"Parent_Id__c": "0",
"Party__c": "a1M15000009Edc7EAC",
"Send_Notification__c": false,
"Status__c": "OPEN",
"Required__c": false,
"Party_Type__c": "a2k15000004X1WyAAK",
"Party__r": {
"attributes": {
"type": "clcommon__Party__c",
"url": "/services/data/v34.0/sobjects/clcommon__Party__c/ a1M15000009Edc7EAC"
},
"Id": "a1M15000009Edc7EAC",
"Party_Name__c": "testAPI testAPI",
"clcommon__Type__c": "a2k15000004X1WyAAK",
"clcommon__Type__r": {
"attributes": {
"type": "clcommon__Party_Type__c",
"url": "/services/data/v34.0/sobjects/ clcommon__Party_Type__c/a2k15000004X1WyAAK"
},
"Id": "a2k15000004X1WyAAK",
"Name": "BORROWER"
}
},
"Document_Category__r": {
"attributes": {
"type": "Document_Category__c",
"url": "/services/data/v34.0/sobjects/ Document_Category__c/a1n15000001C9lTAAS"
},
"Id": "a1n15000001C9lTAAS",
"Category_Name__c": "Borrower Financial Statements"
},
"Parent_Application_Document_Category__r": {
"attributes": {
"type": "Application_Document_Category__c",
"url": "/services/data/v34.0/sobjects/ Application_Document_Category__c/a1V15000002O9XREA0"
},
"Id": "a1V15000002O9XREA0",
"Name": "Borrower Financials"
},
"Owner": {
"attributes": {
"type": "Name",
"url": "/services/data/v34.0/sobjects/User/ 00515000005bbb8AAA"
},
"Id": "00515000005bbb8AAA",
"Name": "Sayali Dehedkar"
}
},
"collapsed": true,
"children": [],
"breadCrumb": [
{
"name": "Root",
"id": "a1V15000002O9XZEA0"
},
{
"name": "Borrower Financials",
"id": "a1V15000002O9XREA0"
}
],
"appDocAtchList": null
},
{
"usertasks": null,
"taskCount": 0,
"self": {
"attributes": {
"type": "Application_Document_Category__c",
"url": "/services/data/v34.0/sobjects/ Application_Document_Category__c/a1V15000002O9XSEA0"
},
"Id": "a1V15000002O9XSEA0",
"Name": "Borrower Tax Returns",
"OwnerId": "00515000005bbb8AAA",
"IsDeleted": false,
"CreatedDate": "2015-08-22T19:27:18.000+0000",
"CreatedById": "00515000005bbb8AAA",
"LastModifiedDate": "2015-08-22T19:27:19.000+0000",
"LastModifiedById": "00515000005bbb8AAA",
"SystemModstamp": "2015-08-22T19:27:19.000+0000",
"Application__c": "a1d15000002mzxdAAA",
"Active__c": true,
"Document_Category__c": "a1n15000001C9lYAAS",
"Id__c": "1",
"Parent_Application_Document_Category__c": "a1V15000002O9XREA0",
"Parent_Id__c": "0",
"Party__c": "a1M15000009Edc7EAC",
"Send_Notification__c": false,
"Status__c": "OPEN",
"Required__c": false,
"Party_Type__c": "a2k15000004X1WyAAK",
"Party__r": {
"attributes": {
"type": "clcommon__Party__c",
"url": "/services/data/v34.0/sobjects/clcommon__Party__c/ a1M15000009Edc7EAC"
},
"Id": "a1M15000009Edc7EAC",
"Party_Name__c": "testAPI testAPI",
"clcommon__Type__c": "a2k15000004X1WyAAK",
"clcommon__Type__r": {
"attributes": {
"type": "clcommon__Party_Type__c",
"url": "/services/data/v34.0/sobjects/ clcommon__Party_Type__c/a2k15000004X1WyAAK"
},
"Id": "a2k15000004X1WyAAK",
"Name": "BORROWER"
}
},
"Document_Category__r": {
"attributes": {
"type": "Document_Category__c",
"url": "/services/data/v34.0/sobjects/ Document_Category__c/a1n15000001C9lYAAS"
},
"Id": "a1n15000001C9lYAAS",
"Category_Name__c": "Borrower Tax Returns"
},
"Parent_Application_Document_Category__r": {
"attributes": {
"type": "Application_Document_Category__c",
"url": "/services/data/v34.0/sobjects/ Application_Document_Category__c/a1V15000002O9XREA0"
},
"Id": "a1V15000002O9XREA0",
"Name": "Borrower Financials"
},
"Owner": {
"attributes": {
"type": "Name",
"url": "/services/data/v34.0/sobjects/User/ 00515000005bbb8AAA"
},
"Id": "00515000005bbb8AAA",
"Name": "Sayali Dehedkar"
}
},
"collapsed": true,
"children": [],
"breadCrumb": [
{
"name": "Root",
"id": "a1V15000002O9XZEA0"
},
{
"name": "Borrower Financials",
"id": "a1V15000002O9XREA0"
}
],
"appDocAtchList": null
},
{
"usertasks": null,
"taskCount": 0,
"self": {
"attributes": {
"type": "Application_Document_Category__c",
"url": "/services/data/v34.0/sobjects/ Application_Document_Category__c/a1V15000002O9XTEA0"
},
"Id": "a1V15000002O9XTEA0",
"Name": "Interim Financials",
"OwnerId": "00515000005bbb8AAA",
"IsDeleted": false,
"CreatedDate": "2015-08-22T19:27:18.000+0000",
"CreatedById": "00515000005bbb8AAA",
"LastModifiedDate": "2015-08-22T19:27:19.000+0000",
"LastModifiedById": "00515000005bbb8AAA",
"SystemModstamp": "2015-08-22T19:27:19.000+0000",
"Application__c": "a1d15000002mzxdAAA",
"Active__c": true,
"Document_Category__c": "a1n15000001C9ldAAC",
"Id__c": "2",
"Parent_Application_Document_Category__c": "a1V15000002O9XREA0",
"Parent_Id__c": "0",
"Party__c": "a1M15000009Edc7EAC",
"Send_Notification__c": false,
"Status__c": "OPEN",
"Required__c": false,
"Party_Type__c": "a2k15000004X1WyAAK",
"Party__r": {
"attributes": {
"type": "clcommon__Party__c",
"url": "/services/data/v34.0/sobjects/clcommon__Party__c/ a1M15000009Edc7EAC"
},
"Id": "a1M15000009Edc7EAC",
"Party_Name__c": "testAPI testAPI",
"clcommon__Type__c": "a2k15000004X1WyAAK",
"clcommon__Type__r": {
"attributes": {
"type": "clcommon__Party_Type__c",
"url": "/services/data/v34.0/sobjects/ clcommon__Party_Type__c/a2k15000004X1WyAAK"
},
"Id": "a2k15000004X1WyAAK",
"Name": "BORROWER"
}
},
"Document_Category__r": {
"attributes": {
"type": "Document_Category__c",
"url": "/services/data/v34.0/sobjects/ Document_Category__c/a1n15000001C9ldAAC"
},
"Id": "a1n15000001C9ldAAC",
"Category_Name__c": "Interim Financials"
},
"Parent_Application_Document_Category__r": {
"attributes": {
"type": "Application_Document_Category__c",
"url": "/services/data/v34.0/sobjects/ Application_Document_Category__c/a1V15000002O9XREA0"
},
"Id": "a1V15000002O9XREA0",
"Name": "Borrower Financials"
},
"Owner": {
"attributes": {
"type": "Name",
"url": "/services/data/v34.0/sobjects/User/ 00515000005bbb8AAA"
},
"Id": "00515000005bbb8AAA",
"Name": "Sayali Dehedkar"
}
},
"collapsed": true,
"children": [],
"breadCrumb": [
{
"name": "Root",
"id": "a1V15000002O9XZEA0"
},
{
"name": "Borrower Financials",
"id": "a1V15000002O9XREA0"
}
],
"appDocAtchList": null
},
{
"usertasks": null,
"taskCount": 0,
"self": {
"attributes": {
"type": "Application_Document_Category__c",
"url": "/services/data/v34.0/sobjects/ Application_Document_Category__c/a1V15000002O9XUEA0"
},
"Id": "a1V15000002O9XUEA0",
"Name": "Subsidiary or Affiliate Financials",
"OwnerId": "00515000005bbb8AAA",
"IsDeleted": false,
"CreatedDate": "2015-08-22T19:27:18.000+0000",
"CreatedById": "00515000005bbb8AAA",
"LastModifiedDate": "2015-08-22T19:27:19.000+0000",
"LastModifiedById": "00515000005bbb8AAA",
"SystemModstamp": "2015-08-22T19:27:19.000+0000",
"Application__c": "a1d15000002mzxdAAA",
"Active__c": true,
"Document_Category__c": "a1n15000001C9liAAC",
"Id__c": "3",
"Parent_Application_Document_Category__c": "a1V15000002O9XREA0",
"Parent_Id__c": "0",
"Party__c": "a1M15000009Edc7EAC",
"Send_Notification__c": false,
"Status__c": "OPEN",
"Required__c": false,
"Party_Type__c": "a2k15000004X1WyAAK",
"Party__r": {
"attributes": {
"type": "clcommon__Party__c",
"url": "/services/data/v34.0/sobjects/clcommon__Party__c/ a1M15000009Edc7EAC"
},
"Id": "a1M15000009Edc7EAC",
"Party_Name__c": "testAPI testAPI",
"clcommon__Type__c": "a2k15000004X1WyAAK",
"clcommon__Type__r": {
"attributes": {
"type": "clcommon__Party_Type__c",
"url": "/services/data/v34.0/sobjects/ clcommon__Party_Type__c/a2k15000004X1WyAAK"
},
"Id": "a2k15000004X1WyAAK",
"Name": "BORROWER"
}
},
"Document_Category__r": {
"attributes": {
"type": "Document_Category__c",
"url": "/services/data/v34.0/sobjects/ Document_Category__c/a1n15000001C9liAAC"
},
"Id": "a1n15000001C9liAAC",
"Category_Name__c": "Subsidiary or Affiliate Financials"
},
"Parent_Application_Document_Category__r": {
"attributes": {
"type": "Application_Document_Category__c",
"url": "/services/data/v34.0/sobjects/ Application_Document_Category__c/a1V15000002O9XREA0"
},
"Id": "a1V15000002O9XREA0",
"Name": "Borrower Financials"
},
"Owner": {
"attributes": {
"type": "Name",
"url": "/services/data/v34.0/sobjects/User/ 00515000005bbb8AAA"
},
"Id": "00515000005bbb8AAA",
"Name": "Sayali Dehedkar"
}
},
"collapsed": true,
"children": [],
"breadCrumb": [
{
"name": "Root",
"id": "a1V15000002O9XZEA0"
},
{
"name": "Borrower Financials",
"id": "a1V15000002O9XREA0"
}
],
"appDocAtchList": null
}
],
"breadCrumb": [
{
"name": "Root",
"id": "a1V15000002O9XZEA0"
}
],
"appDocAtchList": [
{
"attributes": {
"type": "Attachment",
"url": "/services/data/v34.0/sobjects/Attachment/ 00P1500000cSAh6EAG"
},
"Id": "00P1500000cSAh6EAG",
"Name": "test",
"BodyLength": 9,
"ParentId": "a1d15000002mzxdAAA",
"CreatedDate": "2015-08-25T10:08:20.000+0000",
"LastModifiedDate": "2015-08-25T10:08:20.000+0000",
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