Argyle Reports API

The Reports API from Argyle — 3 operation(s) for reports.

Documentation

Specifications

Other Resources

OpenAPI Specification

argyle-financial-reports-api-openapi.yml Raw ↑
openapi: 3.0.0
info:
  title: Argyle API Accounts Reports API
  version: '2.0'
  description: Accounts are payroll connections made through Link.
security:
- basicAuth: []
tags:
- name: Reports
paths:
  /v2/reports/{type}:
    post:
      summary: Generate a report
      description: 'Generates a new report and returns a report object.


        <Warning>There is a daily limit of 10 reports per user to prevent excessive report generation due to accidental client-side errors.</Warning>


        If the daily report limit is reached, deleting a previously generated report from the same 24 hour period will allow another report to be generated.

        '
      parameters:
      - name: type
        in: path
        required: true
        schema:
          type: string
          enum:
          - voe
          - voie
          - voe-mortgage
          - voie-mortgage
        description: 'The type of report to generate.


          - `voie` - Verification of Income and Employment

          - `voe` - Verification of Employment

          - `voie-mortgage` - Verification of Income and Employment, integrated with Fannie Mae''s Desktop Underwriter (DU) validation service and Freddie Mac''s asset and income modeler (AIM)

          - `voe-mortgage` - Verification of Employment, integrated with Fannie Mae''s Desktop Underwriter (DU) validation service and Freddie Mac''s asset and income modeler (AIM)


          Visit our [Day 1 Certainty and AIM guide](/integrations/d1c-aim/verifications#requesting-verification-reports) for more information on mortgage reports.

          '
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
              properties:
                user:
                  type: string
                  format: uuid
                  description: ID of the user.
                metadata:
                  type: object
                  description: Information for internal use, structured as a JSON object.
              required:
              - user
            example:
              user: 018051aa-f7a9-a0db-2f38-6cfa325e9d69
      responses:
        '200':
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Report'
              example:
                id: 43a2c6c3-1e63-91e5-88e3-f9ab2dcc489b
                user: 018051aa-f7a9-a0db-2f38-6cfa325e9d69
                reference_id: 43a2c6c3-1e63-91e5-88e3-f9ab2dcc489b
                generated_at: '2023-03-09T16:22:06.081Z'
                created_at: '2023-03-09T16:22:06.081Z'
                type: voie
                status: generating
                file_url: www.argyle.com/storagename/pdf
                json_url: www.argyle.com/storagename/json
                accounts:
                - id: 0187c66e-e7e5-811c-b006-2232f00f426a
                  item: item_123456789
                  last_synced_at: '2023-03-09T14:08:25.069Z'
                - id: 0185a8b8-60eb-80ca-7482-5f24504573f7
                  item: item_000000001
                  last_synced_at: '2023-03-01T05:10:59.558Z'
                metadata: {}
                last_synced_at: '2023-03-09T14:08:25.069Z'
                external_id: July_Connection
      tags:
      - Reports
  /v2/reports:
    get:
      summary: List all reports
      description: Returns a paginated list of all report objects.
      parameters:
      - name: user
        in: query
        schema:
          type: string
          format: uuid
        description: Filter by user ID.
      - name: limit
        in: query
        schema:
          type: integer
        description: 'Number of report objects returned [per page](/api-guide/overview#pagination). Default: 10. Maximum: 200.

          '
      - in: query
        name: cursor
        schema:
          type: string
        description: The URL returned in `next` or `previous` used to retrieve another [page](/api-guide/overview#pagination) of results.
      responses:
        '200':
          description: ''
          content:
            application/json:
              schema:
                type: object
                properties:
                  next:
                    type: string
                    format: uri
                    nullable: true
                    description: URL for the next page of results, if available.
                  previous:
                    type: string
                    format: uri
                    nullable: true
                    description: URL for the previous page of results, if available.
                  results:
                    type: array
                    items:
                      $ref: '#/components/schemas/Report'
              example:
                next: https://api-sandbox.argyle.com/v2/reports?cursor=ZXhhbXBsZV9jdXJzb3I
                previous: null
                results:
                - id: 5b3fa756-1d76-43e1-55f6-e29fc6ae535d
                  user: 018051aa-f7a9-a0db-2f38-6cfa325e9d69
                  reference_id: 5b3fa756-1d76-43e1-55f6-e29fc6ae535d
                  generated_at: '2023-03-01T22:45:08.916Z'
                  created_at: '2023-03-01T22:45:08.916Z'
                  type: voe
                  status: generated
                  file_url: www.argyle.com/storagename/pdf
                  json_url: www.argyle.com/storagename/json
                  last_synced_at: '2023-03-01T19:20:21.576Z'
                  accounts:
                  - id: 018e6a25-130b-3b98-a3ca-1658cb3afc26
                    item: item_987654321
                    last_synced_at: '2023-03-01T19:20:21.576363Z'
                  metadata: {}
                  external_id: null
                - id: 43a2c6c3-1e63-91e5-88e3-f9ab2dcc489b
                  user: 018051aa-f7a9-a0db-2f38-6cfa325e9d69
                  reference_id: 43a2c6c3-1e63-91e5-88e3-f9ab2dcc489b
                  generated_at: '2023-03-09T16:22:06.081Z'
                  created_at: '2023-03-09T16:22:06.081Z'
                  type: voie
                  status: generated
                  file_url: www.argyle.com/storagename/pdf
                  json_url: www.argyle.com/storagename/json
                  last_synced_at: '2023-03-09T14:08:25.069Z'
                  accounts:
                  - id: 0187c66e-e7e5-811c-b006-2232f00f426a
                    item: item_123456789
                    last_synced_at: '2023-03-09T14:08:25.069105Z'
                  - id: 0185a8b8-60eb-80ca-7482-5f24504573f7
                    item: item_000000001
                    last_synced_at: '2023-03-01T05:10:59.558295Z'
                  metadata: {}
                  external_id: July_Connection
      tags:
      - Reports
  /v2/reports/{id}:
    get:
      summary: Retrieve a report
      description: Retrieves a report object.
      parameters:
      - name: id
        in: path
        required: true
        schema:
          type: string
          format: uuid
        description: ID of the report object to be retrieved.
      responses:
        '200':
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Report'
              example:
                id: 43a2c6c3-1e63-91e5-88e3-f9ab2dcc489b
                user: 018051aa-f7a9-a0db-2f38-6cfa325e9d69
                reference_id: 43a2c6c3-1e63-91e5-88e3-f9ab2dcc489b
                generated_at: '2023-03-09T16:22:06.081Z'
                created_at: '2023-03-09T16:22:06.081Z'
                type: voie
                status: generated
                file_url: www.argyle.com/storagename/pdf
                json_url: www.argyle.com/storagename/json
                last_synced_at: '2023-03-09T14:08:25.069Z'
                accounts:
                - id: 0187c66e-e7e5-811c-b006-2232f00f426a
                  item: item_123456789
                  last_synced_at: '2023-03-09T14:08:25.069105Z'
                - id: 0185a8b8-60eb-80ca-7482-5f24504573f7
                  item: item_000000001
                  last_synced_at: '2023-03-01T05:10:59.558295Z'
                metadata: {}
                external_id: July_Connection
      tags:
      - Reports
    delete:
      summary: Delete a report
      description: 'Deletes a report object.

        '
      parameters:
      - name: id
        in: path
        required: true
        schema:
          type: string
          format: uuid
        description: ID of the report object to be deleted.
      responses:
        '204':
          description: '204 status code: No content.'
      tags:
      - Reports
components:
  schemas:
    Report:
      type: object
      example:
        id: 43a2c6c3-1e63-91e5-88e3-f9ab2dcc489b
        user: 018051aa-f7a9-a0db-2f38-6cfa325e9d69
        reference_id: 43a2c6c3-1e63-91e5-88e3-f9ab2dcc489b
        generated_at: '2023-03-09T16:22:06.081Z'
        created_at: '2023-03-09T16:22:06.081Z'
        type: voie
        status: generated
        file_url: www.argyle.com/storagename/pdf
        json_url: www.argyle.com/storagename/json
        last_synced_at: '2023-03-09T14:08:25.069Z'
        accounts:
        - id: 0187c66e-e7e5-811c-b006-2232f00f426a
          item: item_123456789
          last_synced_at: '2023-03-09T14:08:25.069105Z'
        - id: 0185a8b8-60eb-80ca-7482-5f24504573f7
          item: item_000000001
          last_synced_at: '2023-03-01T05:10:59.558295Z'
        metadata: {}
        external_id: July_Connection
      properties:
        id:
          type: string
          format: uuid
          description: 'Unique ID of the report object.


            Also the "**Reference #**" on the report PDF.

            '
        user:
          type: string
          format: uuid
          description: ID of the user associated with the report.
        reference_id:
          type: string
          format: uuid
          description: Report PDF identifier.
          deprecated: true
        generated_at:
          type: string
          format: date-time
          description: Timestamp ([ISO 8601](https://en.wikipedia.org/wiki/ISO_8601)) when the report was requested.
          deprecated: true
        created_at:
          type: string
          format: date-time
          description: Timestamp ([ISO 8601](https://en.wikipedia.org/wiki/ISO_8601)) when the report was requested.
        type:
          type: string
          enum:
          - voe
          - voie
          - voe-mortgage
          - voie-mortgage
          description: 'The type of report.


            - `voie` - Verification of Income and Employment

            - `voe` - Verification of Employment

            - `voie-mortgage` - Verification of Income and Employment, integrated with Fannie Mae''s Desktop Underwriter (DU) validation service and Freddie Mac''s asset and income modeler (AIM)

            - `voe-mortgage` - Verification of Employment, integrated with Fannie Mae''s Desktop Underwriter (DU) validation service and Freddie Mac''s asset and income modeler (AIM)

            '
        status:
          type: string
          enum:
          - waiting_for_sync
          - generating
          - generated
          - failed
          description: 'Progress of report generation.


            - `waiting_for_sync`: Data from the connected payroll account is still being retrieved.

            - `generating`: The report is being generated.

            - `generated`: The report is ready to download.

            - `failed`: A system error occurred, preventing report generation.

            '
        file_url:
          type: string
          description: 'Download link to the report PDF.


            This static URL redirects to a download page that requires [Argyle authentication headers](/api-guide/overview#authentication). See the dropdown below for more information.


            Implementation requirements for client-side applications:

            '
        json_url:
          type: string
          description: 'Download link to the report in JSON.


            This static URL redirects to a download page that requires [Argyle authentication headers](/api-guide/overview#authentication). See the dropdown below for more information.

            '
        last_synced_at:
          type: string
          format: date-time
          description: 'Timestamp ([ISO 8601](https://en.wikipedia.org/wiki/ISO_8601)) when the account used to generate the report was last scanned for new data before the report was generated. If multiple accounts were used, the more recent timestamp.


            Used to populate the "Data as of" date on the report PDF.

            '
        accounts:
          type: array
          items:
            type: object
            properties:
              id:
                type: string
                format: uuid
                description: ID of the account.
              item:
                type: string
                description: ID of the Item in Link through which the account was connected.
              last_synced_at:
                type: string
                format: date-time
                description: Timestamp ([ISO 8601](https://en.wikipedia.org/wiki/ISO_8601)) when the account was last scanned for new data before the report was generated.
          description: The accounts used to generate the report.
        metadata:
          type: object
          description: Any metadata for internal use added when generating the report.
        external_id:
          type: string
          description: The [external_id](/api-reference/users#object-external_id) of the user, otherwise `null`.
  securitySchemes:
    basicAuth:
      type: http
      scheme: basic
      description: Username = api_key_id, Password = api_key_secret