DBT Capital

DBT Capital Regulatory Records API

Regulatory and compliance records

GitHub OpenAPI

Operations 7

GET /regulatory-records/audit/{orgId} Get auditor for an organization #
POST /regulatory-records/pledges Request new corporate pledges from Bolagsverket #
GET /regulatory-records/pledges Get a list of stored corporate pledges #
GET /regulatory-records/pledges/fetch-status Get the status of a corporate pledges fetch request #
GET /regulatory-records/uc-requirements Batch fetch latest UC requirements for multiple organizations #
PUT /regulatory-records/uc-requirements Batch create manual UC requirements for multiple organizations #
DELETE /regulatory-records/uc-requirements/{requirementId} Archive a UC requirement by ID #

Specifications

⚙
OpenAPI
https://artifacts.apis.io/dbt-se/openapi/dbt-se-regulatory-records-api-openapi.yml

Schemas & Data

📊
JSONSchema
https://artifacts.apis.io/dbt-se/json-schema/dbt-se-health-checks-resolved-status-response-body-schema.json
📊
JSONSchema
https://artifacts.apis.io/dbt-se/json-schema/dbt-se-collateral-valuation-response-body-schema.json
📊
JSONSchema
https://artifacts.apis.io/dbt-se/json-schema/dbt-se-portfolio-organization-schema.json
📊
JSONSchema
https://artifacts.apis.io/dbt-se/json-schema/dbt-se-base-summation-account-plan-adjustment-request-body-schema.json
📊
JSONSchema
https://artifacts.apis.io/dbt-se/json-schema/dbt-se-organization-schema.json
📊
JSONSchema
https://artifacts.apis.io/dbt-se/json-schema/dbt-se-get-lgdpotential-response-body-schema.json

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OpenAPI Specification

dbt-se-regulatory-records-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  title: DBT Capital Regulatory Records API
  version: 1.0.0
  description: Regulatory and compliance records
servers:
- url: https://api.p.dbt.se
  description: Current environment
tags:
- name: Regulatory Records
  description: Regulatory and compliance records
paths:
  /regulatory-records/audit/{orgId}:
    get:
      tags:
      - Regulatory Records
      summary: Get auditor for an organization
      x-source-file: js/node/hono/api/src/regulatory-records/routes/audit.ts
      security:
      - JWT Bearer: []
      parameters:
      - schema:
          type: string
        required: true
        name: orgId
        in: path
      - schema:
          type:
          - number
          - 'null'
          description: Current will be used if no year is supplied
        required: false
        description: Current will be used if no year is supplied
        name: year
        in: query
      responses:
        '200':
          description: Get auditor for an organization
          content:
            application/json:
              schema:
                type: object
                properties:
                  auditors:
                    type: object
                    properties:
                      text:
                        type: string
                      type:
                        type: string
                        enum:
                        - default
                        - missingValue
                        - error
                      value:
                        type:
                        - object
                        - 'null'
                        properties:
                          string:
                            type: string
                          type:
                            type: string
                            enum:
                            - string
                        required:
                        - string
                        - type
                    required:
                    - text
                    - type
                    - value
                  registeredFrom:
                    type: object
                    properties:
                      text:
                        type: string
                      type:
                        type: string
                        enum:
                        - default
                        - missingValue
                        - error
                      value:
                        type:
                        - object
                        - 'null'
                        properties:
                          dateString:
                            type: string
                          day:
                            type: number
                          monthIndex:
                            type: number
                          timeZone:
                            type: string
                          type:
                            type: string
                            enum:
                            - date
                          year:
                            type: number
                        required:
                        - dateString
                        - day
                        - monthIndex
                        - timeZone
                        - type
                        - year
                    required:
                    - text
                    - type
                    - value
                  auditorLastSyncedAt:
                    type: object
                    properties:
                      text:
                        type: string
                      type:
                        type: string
                        enum:
                        - default
                        - missingValue
                        - error
                      value:
                        type:
                        - object
                        - 'null'
                        properties:
                          date:
                            type: string
                            format: date-time
                          type:
                            type: string
                            enum:
                            - datetime
                        required:
                        - date
                        - type
                    required:
                    - text
                    - type
                    - value
                  deliveryStatus:
                    type: object
                    properties:
                      text:
                        type: string
                      type:
                        type: string
                        enum:
                        - default
                        - missingValue
                        - error
                      value:
                        type:
                        - object
                        - 'null'
                        properties:
                          string:
                            type: string
                          type:
                            type: string
                            enum:
                            - string
                        required:
                        - string
                        - type
                    required:
                    - text
                    - type
                    - value
                  deliveryLastSyncedAt:
                    type: object
                    properties:
                      text:
                        type: string
                      type:
                        type: string
                        enum:
                        - default
                        - missingValue
                        - error
                      value:
                        type:
                        - object
                        - 'null'
                        properties:
                          date:
                            type: string
                            format: date-time
                          type:
                            type: string
                            enum:
                            - datetime
                        required:
                        - date
                        - type
                    required:
                    - text
                    - type
                    - value
                required:
                - auditors
                - registeredFrom
                - auditorLastSyncedAt
                - deliveryStatus
                - deliveryLastSyncedAt
        '400':
          description: Client Error!
          content:
            application/json:
              schema:
                type: object
                properties:
                  code:
                    type: string
                    enum:
                    - missing_auditor_for_year
                  message:
                    type: string
                required:
                - code
                - message
        '404':
          description: Not found
      operationId: getRegulatoryRecordsAuditByOrgId
      x-operation-id-source: derived
  /regulatory-records/pledges:
    post:
      tags:
      - Regulatory Records
      summary: Request new corporate pledges from Bolagsverket
      x-source-file: js/node/hono/api/src/regulatory-records/routes/pledges.ts
      security:
      - JWT Bearer: []
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/requestCorporatePledgesBody'
      responses:
        '200':
          description: Corporate pledges request accepted
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/requestCorporatePledgesResponse'
        '403':
          description: Fetching corporate pledges is forbidden
          content:
            application/json:
              schema:
                type: object
                properties:
                  code:
                    type: string
                    enum:
                    - forbidden
                  message:
                    type: string
                required:
                - code
                - message
        '404':
          description: Not found
      operationId: postRegulatoryRecordsPledges
      x-operation-id-source: derived
    get:
      tags:
      - Regulatory Records
      summary: Get a list of stored corporate pledges
      x-source-file: js/node/hono/api/src/regulatory-records/routes/pledges.ts
      security:
      - JWT Bearer: []
      parameters:
      - schema:
          type:
          - array
          - 'null'
          items:
            type: string
        required: false
        name: orgIds
        in: query
      responses:
        '200':
          description: Corporate pledges
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/getCorporatePledgesResponse'
        '404':
          description: Not found
      operationId: getRegulatoryRecordsPledges
      x-operation-id-source: derived
  /regulatory-records/pledges/fetch-status:
    get:
      tags:
      - Regulatory Records
      summary: Get the status of a corporate pledges fetch request
      x-source-file: js/node/hono/api/src/regulatory-records/routes/pledges.ts
      security:
      - JWT Bearer: []
      parameters:
      - schema:
          type:
          - array
          - 'null'
          items:
            type: string
        required: false
        name: orgIds
        in: query
      responses:
        '200':
          description: Corporate pledges fetch status
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/getCorporatePledgesFetchStatusResponse'
        '404':
          description: Corporate pledges fetch status not found
          content:
            application/json:
              schema:
                type: object
                properties:
                  code:
                    type: string
                    enum:
                    - not_found
                  message:
                    type: string
                required:
                - code
                - message
      operationId: getRegulatoryRecordsPledgesFetchStatus
      x-operation-id-source: derived
  /regulatory-records/uc-requirements:
    get:
      tags:
      - Regulatory Records
      summary: Batch fetch latest UC requirements for multiple organizations
      x-source-file: js/node/hono/api/src/regulatory-records/routes/uc-requirements.ts
      security:
      - JWT Bearer: []
      parameters:
      - schema:
          type: array
          items:
            type: string
        required: true
        name: orgIds
        in: query
      responses:
        '200':
          description: Latest UC requirements for each organization (null if none exists)
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/BatchGetRequirementsResponseBody'
        '404':
          description: Not found
      operationId: getRegulatoryRecordsUcRequirements
      x-operation-id-source: derived
    put:
      tags:
      - Regulatory Records
      summary: Batch create manual UC requirements for multiple organizations
      x-source-file: js/node/hono/api/src/regulatory-records/routes/uc-requirements.ts
      security:
      - JWT Bearer: []
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/BatchUpsertRequirementRequestBody'
      responses:
        '204':
          description: Requirements created successfully
        '403':
          description: Forbidden - authentication required
          content:
            application/json:
              schema:
                type: object
                properties:
                  code:
                    type: string
                    enum:
                    - forbidden
                  message:
                    type: string
                required:
                - code
                - message
        '404':
          description: Not found
      operationId: putRegulatoryRecordsUcRequirements
      x-operation-id-source: derived
  /regulatory-records/uc-requirements/{requirementId}:
    delete:
      tags:
      - Regulatory Records
      summary: Archive a UC requirement by ID
      x-source-file: js/node/hono/api/src/regulatory-records/routes/uc-requirements.ts
      security:
      - JWT Bearer: []
      parameters:
      - schema:
          type: string
          format: uuid
        required: true
        name: requirementId
        in: path
      responses:
        '204':
          description: Requirement archived successfully (or was already archived)
        '403':
          description: Forbidden - authentication required
          content:
            application/json:
              schema:
                type: object
                properties:
                  code:
                    type: string
                    enum:
                    - forbidden
                  message:
                    type: string
                required:
                - code
                - message
        '404':
          description: Requirement not found
          content:
            application/json:
              schema:
                type: object
                properties:
                  code:
                    type: string
                    enum:
                    - notFound
                  message:
                    type: string
                required:
                - code
                - message
      operationId: deleteRegulatoryRecordsUcRequirementsByRequirementId
      x-operation-id-source: derived
components:
  schemas:
    BatchGetRequirementsResponseBody:
      type: array
      items:
        $ref: '#/components/schemas/UcRequirementResponseBody'
    requestCorporatePledgesResponse:
      type: object
      properties: {}
    UcRequirementReasonResponseBody:
      oneOf:
      - type: object
        properties:
          type:
            type: string
            enum:
            - manual
          comment:
            type: string
        required:
        - type
        - comment
      - type: object
        properties:
          type:
            type: string
            enum:
            - automatic
          sources:
            type: array
            items:
              oneOf:
              - type: object
                properties:
                  reason:
                    type: string
                    enum:
                    - activeClient
                  loanIds:
                    type: array
                    items:
                      type: string
                required:
                - reason
                - loanIds
              - type: object
                properties:
                  reason:
                    type: string
                    enum:
                    - recentlyActiveClient
                  loanIds:
                    type: array
                    items:
                      type: string
                required:
                - reason
                - loanIds
              - type: object
                properties:
                  reason:
                    type: string
                    enum:
                    - activeDeal
                  dealIds:
                    type: array
                    items:
                      type: string
                required:
                - reason
                - dealIds
              - type: object
                properties:
                  reason:
                    type: string
                    enum:
                    - recentlyActiveDeal
                  dealIds:
                    type: array
                    items:
                      type: string
                required:
                - reason
                - dealIds
              - type: object
                properties:
                  reason:
                    type: string
                    enum:
                    - relatedToActiveCaseOrg
                  relatedOrgIds:
                    type: array
                    items:
                      type: string
                required:
                - reason
                - relatedOrgIds
        required:
        - type
        - sources
    CorporatePledge:
      type: object
      properties:
        id:
          type: string
        orgId:
          type: string
        inteckningsid:
          type: string
        inteckningsnummer:
          type: string
        amount:
          type: number
        currency:
          type: string
        isApproved:
          type: boolean
        serialNumber:
          type: number
        runningTotal:
          type: number
        pledgeDate:
          type: string
        companyName:
          type: string
        geografiskBegransning:
          type: string
        verksamhet:
          type: string
        senasteInskrivningsdag:
          type: string
        createdAt:
          type: string
        updatedAt:
          type: string
      required:
      - id
      - orgId
      - inteckningsid
      - inteckningsnummer
      - amount
      - currency
      - isApproved
      - serialNumber
      - runningTotal
      - pledgeDate
      - companyName
      - createdAt
      - updatedAt
    UcRequirementResponseBody:
      type:
      - object
      - 'null'
      properties:
        id:
          type: string
          format: uuid
        orgId:
          type: string
        shouldFetchReports:
          type: boolean
        shouldReceiveMonitoring:
          type: boolean
        reason:
          $ref: '#/components/schemas/UcRequirementReasonResponseBody'
        createdBy:
          $ref: '#/components/schemas/UcRequirementCreatedByResponseBody'
        createdAt:
          type: object
          properties:
            date:
              type: string
              format: date-time
            type:
              type: string
              enum:
              - datetime
          required:
          - date
          - type
        archivedAt:
          type:
          - object
          - 'null'
          properties:
            date:
              type: string
              format: date-time
            type:
              type: string
              enum:
              - datetime
          required:
          - date
          - type
      required:
      - id
      - orgId
      - shouldFetchReports
      - shouldReceiveMonitoring
      - reason
      - createdBy
      - createdAt
      - archivedAt
    BatchUpsertRequirementRequestBody:
      type: array
      items:
        $ref: '#/components/schemas/BatchUpsertRequirementRequestItem'
      minItems: 1
      maxItems: 100
    getCorporatePledgesFetchStatusResponse:
      type: array
      items:
        oneOf:
        - type: object
          properties:
            orgId:
              type: string
            status:
              type: string
              enum:
              - pending
            requestedAt:
              type: string
          required:
          - orgId
          - status
          - requestedAt
        - type: object
          properties:
            orgId:
              type: string
            status:
              type: string
              enum:
              - completed
            requestedAt:
              type: string
            completedAt:
              type: string
          required:
          - orgId
          - status
          - requestedAt
          - completedAt
        - type: object
          properties:
            orgId:
              type: string
            status:
              type: string
              enum:
              - failed
            requestedAt:
              type: string
            completedAt:
              type: string
            errorMessage:
              type: string
          required:
          - orgId
          - status
          - requestedAt
          - completedAt
          - errorMessage
        - type: object
          properties:
            orgId:
              type: string
            status:
              type: string
              enum:
              - not_found
          required:
          - orgId
          - status
    requestCorporatePledgesBody:
      type: object
      properties:
        orgIds:
          type: array
          items:
            type: string
      required:
      - orgIds
    BatchUpsertRequirementRequestItem:
      type: object
      properties:
        orgId:
          type: string
        shouldFetchReports:
          type: boolean
        shouldReceiveMonitoring:
          type: boolean
        comment:
          type: string
      required:
      - orgId
      - shouldFetchReports
      - shouldReceiveMonitoring
      - comment
    getCorporatePledgesResponse:
      type: array
      items:
        type: object
        properties:
          orgId:
            type: string
          pledges:
            type: array
            items:
              $ref: '#/components/schemas/CorporatePledge'
          summary:
            $ref: '#/components/schemas/CorporatePledgesSummary'
          requestedAt:
            type:
            - string
            - 'null'
        required:
        - orgId
        - pledges
        - summary
        - requestedAt
    UcRequirementCreatedByResponseBody:
      oneOf:
      - type: object
        properties:
          type:
            type: string
            enum:
            - staff-member
          staffMemberId:
            type: string
        required:
        - type
        - staffMemberId
      - type: object
        properties:
          type:
            type: string
            enum:
            - system
        required:
        - type
    CorporatePledgesSummary:
      type: object
      properties:
        totalPledges:
          type: number
        totalAmount:
          type: number
        averageAmount:
          type: number
        earliestPledge:
          type: string
        latestPledge:
          type: string
      required:
      - totalPledges
      - totalAmount
      - averageAmount
  securitySchemes:
    JWT_Bearer:
      bearerFormat: JWT
      handlers:
      - null
      - null
      scheme: bearer
      type: http
    Cookie:
      handlers:
      - null
      - null
      name: .dbt.accessToken
      scheme: cookie
      type: http