Retrieve Customized Application
Description
This web service can be used to get details of an application or all applications of a particular borrower. Web service accepts a JSON with key as Child Relationship Name (with __r) and namespace and value as a comma-separated list of fields of this object with namespace, so any type of child records can be retrieved. Also, it returns all the fields of Application__c including the ones which are from custom implementation. Related records and their fields can be retrieved by the use of additionFields param e.g. “genesis__Contact__r.Name” can be mentioned in this parameter value.
Definition
POST https://<domain>/services/apexrest/genesis/v1/applications/getDetails/
Request Parameters
The following table provides details of the request parameters used by this web service:
| Field (*1 => Either of them should be provided) | Type | Description |
|---|---|---|
applicationId*1 |
String |
|
borrowerId*1 |
String |
|
allowedStatuses |
String |
|
additionalFields |
String |
|
childObjects |
JSON |
|
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 |
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 the 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 |
Expected First Payment Date should be greater than 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 |
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 1
The ID of the application must be passed in the URL of the service as shown below:
POST:
https://na22.salesforce.com/services/apexrest/genesis/v1/applications/getDetails/a1d15000002mzmL
{
"additionalFields" : "genesis__CL_Product__r.Name,genesis__CL_Purpose__r.Name",
"childObjects" : "{\"genesis__Employment_Information__r\" : \"genesis__Average_Monthly_Income__c,
genesis__Name_of_employer__c,genesis__Position__c\",\"genesis__Fees__r\":
\"clcommon__Original_Amount__c\"}"
}
Sample Response 1
{
"status": "SUCCESS",
"rowNumber": null,
"response": [],
"errorNumber": null,
"errorMessage": null,
"errorCode": "NO_ERROR",
"content": [
{
"attributes": {
"type": "genesis__Applications__c",
"url": "/services/data/v34.0/sobjects/genesis__Applications__c/a6k3k000001U2YIAA0"
},
"Id": "a6k3k000001U2YIAA0",
"Name": "APP-0000002925",
"OwnerId": "0053k00000B7T8WAAV",
"IsDeleted": false,
"CurrencyIsoCode": "USD",
"RecordTypeId": "0123k0000010ipUAAQ",
"CreatedDate": "2021-02-08T18:33:29.000+0000",
"CreatedById": "0053k00000B7T8WAAV",
"LastModifiedDate": "2021-02-08T19:15:03.000+0000",
"LastModifiedById": "0053k00000B7T8WAAV",
"SystemModstamp": "2021-02-08T19:15:03.000+0000",
"genesis__Account__c": "0013k00002vYoS3AAK",
"genesis__Additional_Cash_Required__c": 0,
"genesis__Agricultural_Use__c": false,
"genesis__Application_Submission_Date__c": "2021-02-09",
"genesis__Arrears__c": false,
"genesis__Asset_Class__c": "Consumer Secured",
"genesis__Auto_Decisioning__c": false,
"genesis__Bank_Transactions_Fetched__c": false,
"genesis__Beneficial_Owner_Exempt__c": false,
"genesis__CL_Product_Name__c": "TestConsumerProduct",
"genesis__CL_Product__c": "a0X3k00000DSY79EAH",
"genesis__Calculation_Action__c": "Calculate Maturity Date",
"genesis__Cap_Reduction__c": 0,
"genesis__Cash_Collected_By_Dealer__c": 0,
"genesis__Collateral_Value__c": 0,
"genesis__Days_Convention__c": "365/365",
"genesis__Documentation_Charges__c": 0,
"genesis__Down_Payment__c": 0,
"genesis__Due_Day__c": 9,
"genesis__E_Signatures__c": false,
"genesis__Estimated_Selling_Price__c": 0,
"genesis__Expected_Close_Date__c": "2021-02-09",
"genesis__Expected_First_Payment_Date__c": "2021-03-09",
"genesis__Expected_Start_Date__c": "2021-02-09",
"genesis__Fees_Amount__c": 0,
"genesis__Florida_Stamp_Tax__c": false,
"genesis__Funding_in_Tranches__c": false,
"genesis__Gross_Annual_Income__c": 0,
"genesis__HMDA__c": false,
"genesis__Interest_Calculation_Method__c": "Declining Balance",
"genesis__Interest_Rate__c": 12,
"genesis__Is_Get_Yield_Enabled__c": false,
"genesis__Is_Indirect__c": false,
"genesis__Is_Renewal__c": false,
"genesis__Is_Secured__c": false,
"genesis__Is_over_21__c": false,
"genesis__Landing_Sequence__c": 2,
"genesis__Loan_Amount__c": 2100,
"genesis__Maturity_Date__c": "2024-02-09",
"genesis__Maximum_Loan_Amount_DTI__c": 0,
"genesis__No_Of_Payments_Required_Upfront__c": 0,
"genesis__Number_of_Pieces_of_Equipment__c": 0,
"genesis__Payable_On_Demand__c": false,
"genesis__Payment_Amount__c": 497.99,
"genesis__Payment_Frequency__c": "MONTHLY",
"genesis__Prepayment_Penalty__c": false,
"genesis__Probability__c": 100,
"genesis__Product_Sub_Type__c": "UNDEFINED",
"genesis__Product_Type__c": "LOAN",
"genesis__Rate_Discount__c": false,
"genesis__Rate_Lock__c": false,
"genesis__Repayment_Procedure__c": "Equal Monthly Installments",
"genesis__Requested_Loan_Amount__c": 15000,
"genesis__Required_Customer_Cash__c": 0,
"genesis__Residual_Amount__c": 0,
"genesis__Retained_Amount__c": 0,
"genesis__Skip_Usage_On_Parent_Application__c": false,
"genesis__Solved_For__c": "None",
"genesis__Status__c": "NEW - ENTERED",
"genesis__Sublimit_Variance__c": 2100,
"genesis__Tax_Amount__c": 0,
"genesis__Term__c": 36,
"genesis__Total_Cash_Due_from_Customer__c": 0,
"genesis__Total_Dealer_Payable__c": 0,
"genesis__Total_Dealer_Price__c": 0,
"genesis__Total_Estimated_Interest__c": 2927.54,
"genesis__Total_Facilities__c": 0,
"genesis__Total_Facility_Amount__c": 0,
"genesis__Total_Facility_Variance__c": 2100,
"genesis__Total_Fee_Amount__c": 3000,
"genesis__Total_Pledged_Collateral_Amount__c": 0,
"genesis__Total_Upfront_Payments__c": 0,
"genesis__Valid_Pricing_Flag__c": false,
"genesis__Warranty_Amount__c": 0,
"genesis__SubLimit_Total__c": 0,
"genesis__Total_Assets__c": 0,
"genesis__Total_Score__c": 0,
"genesis__Interest_in_Advance__c": false,
"genesis__Nature_of_Credit_Facility__c": "Non-Revolving",
"genesis__Seasonal_Payment__c": false,
"genesis__Status_of_Credit_Facility__c": "Pending Approval",
"genesis__Total_Amount_Repaid__c": 0,
"genesis__Customer_Enrollment_Status__c": false,
"genesis__Adverse_Action_Based_On_Outside_Info__c": false,
"genesis__Index_Linked__c": false,
"genesis__Interest_Rate_Type__c": "Fixed",
"genesis__Employment_Information__r": {
"totalSize": 1,
"done": true,
"records": [
{
"attributes": {
"type": "genesis__Employment_Information__c",
"url": "/services/data/v34.0/sobjects/genesis__Employment_Information__c/ a7K3k000000D1MZEA0"
},
"genesis__Application__c": "a6k3k000001U2YIAA0",
"Id": "a7K3k000000D1MZEA0",
"Name": "a7K3k000000D1MZ",
"genesis__Average_Monthly_Income__c": 1000,
"genesis__Name_of_employer__c": "Bank",
"genesis__Position__c": "QA"
}
]
},
"genesis__Fees__r": {
"totalSize": 1,
"done": true,
"records": [
{
"attributes": {
"type": "clcommon__Fee__c",
"url": "/services/data/v34.0/sobjects/clcommon__Fee__c/a1l3k00000Bqcb7AAB"
},
"genesis__Application__c": "a6k3k000001U2YIAA0",
"Id": "a1l3k00000Bqcb7AAB",
"Name": "FEE-00000459",
"clcommon__Original_Amount__c": 3000
}
]
},
"genesis__CL_Product__r": {
"attributes": {
"type": "clcommon__CL_Product__c",
"url": "/services/data/v34.0/sobjects/clcommon__CL_Product__c/a0X3k00000DSY79EAH"
},
"Id": "a0X3k00000DSY79EAH",
"Name": "PRO-00000034"
}
}
]
}Sample Request 2
POST
https://na22.salesforce.com/services/apexrest/genesis/v1/applications/getDetails/a1d15000002mzmL
{
"additionalFields" : "Contact__r.Employment_status__c, Contact__r.BirthDate",
"childObjects" : "{\"Application_Document_Category__r\" : \"Active__c, Document_Category__c\"}"
}
Note: The borrower ID in the application must be passed in the URL of the service as shown below:
URL - https://na22.salesforce.com/services/apexrest/genesis/v1/applications/getDetails/
Sample Request body for Borrower ID:
{
"borrowerId" : "a1d15000002mzmL",
"additionalFields" : "Contact__r.Employment_status__c, Contact__r.BirthDate",
"childObjects" : "{\"Application_Document_Category__r\" : \"Active__c, Document_Category__c\"}"
}Sample Response 2
{
"status": "SUCCESS",
"rowNumber": null,
"response": [],
"errorNumber": null,
"errorMessage": null,
"errorCode": "NO_ERROR",
"content": [
{
"attributes": {
"type": "Applications__c",
"url": "/services/data/v34.0/sobjects/Applications__c/a1d15000002mzmLAAQ" },
"Id": "a1d15000002mzmLAAQ",
"Name": "APP-0000002752",
"OwnerId": "00515000005bZmxAAE",
"IsDeleted": false,
"RecordTypeId": "01215000000oIpMAAU",
"CreatedDate": "2015-08-18T14:21:21.000+0000",
"CreatedById": "00515000005bZmxAAE",
"LastModifiedDate": "2015-08-31T23:00:21.000+0000",
"LastModifiedById": "00515000005bZmxAAE",
"SystemModstamp": "2015-08-31T23:00:21.000+0000",
"Action__c": "a1P150000037fTvEAI",
"Arrears__c": false,
"Auto_Decisioning__c": true,
"CL_Product__c": "a1H1500000DdZr2EAF",
"Cap_Reduction__c": 0,
"Cash_Collected_By_Dealer__c": 0,
"Collateral_Value__c": 0,
"Company__c": "a1j15000006AlAlAAK",
"Contact__c": "0031500001Z73yhAAB",
"Credit_Rating__c": "a1l15000000728iAAA",
"Days_Convention__c": "365/365",
"Bank_Transactions_Fetched__c": false,
"Down_Payment__c": 0,
"Expected_Close_Date__c": "2015-09-20",
"Expected_First_Payment_Date__c": "2015-10-20",
"Expected_Start_Date__c": "2015-08-25",
"Funding_in_Tranches__c": false,
"Gross_Annual_Income__c": 0,
"Interest_Calculation_Method__c": "Declining Balance",
"Interest_Rate__c": 12,
"Is_over_21__c": false,
"Landing_Sequence__c": 2,
"Loan_Amount__c": 15000,
"Maximum_Loan_Amount_DTI__c": 0,
"No_Of_Payments_Required_Upfront__c": 0,
"Number_of_Pieces_of_Equipment__c": 0,
"Payment_Amount__c": 0,
"Payment_Frequency__c": "MONTHLY",
"Probability__c": 100,
"Product_Sub_Type__c": "OPEN ENDED",
"Product_Type__c": "LOAN",
"Required_Customer_Cash__c": 0,
"Residual_Amount__c": 0,
"Status__c": "NEW - PRICING GENERATED",
"Tax_Amount__c": 0,
"Term__c": 12,
"Total_Cash_Due_from_Customer__c": 0,
"Total_Dealer_Payable__c": 0,
"Total_Dealer_Price__c": 0,
"Total_Estimated_Interest__c": 1094.56,
"Total_Upfront_Payments__c": 0,
"Valid_Pricing_Flag__c": true,
"Warranty_Amount__c": 0,
"Total_Score__c": 200,
"CL_Purpose__c": "a2T150000001l8QEAQ",
"Collateral_Type__c": "a1I15000002UlfVEAS",
"Application_Document_Category__r": {
"totalSize": 12,
"done": true,
"records": [
{
"attributes": {
"type": "Application_Document_Category__c",
"url": "/services/data/v34.0/sobjects/Application_Document_Category__c/
a1V15000002OA0hEAG" },
"Application__c": "a1d15000002mzmLAAQ",
"Id": "a1V15000002OA0hEAG",
"Name": "test 1 Borrower Financials",
"Active__c": true,
"Document_Category__c": "a1n15000001C966AAC" },
{
"attributes": {
"type": "Application_Document_Category__c",
"url": "/services/data/v34.0/sobjects/Application_Document_Category__c/
a1V15000002O953EAC" },
"Application__c": "a1d15000002mzmLAAQ",
"Id": "a1V15000002O953EAC",
"Name": "Leased Equipments",
"Active__c": true,
"Document_Category__c": "a1n15000001CAaiAAG" }
]
}