FinanceGenius.AI CRM bank API
The CRM bank API from FinanceGenius.AI — 11 operation(s) for crm bank.
Operations 13
Specifications
OpenAPI
https://artifacts.apis.io/financegenius-ai/openapi/financegenius-ai-crm-bank-api-openapi.yml
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OpenAPI Specification
openapi: 3.2.0
info:
title: Financegenius Ai CRM bank API
version: 1.0.0
description: 'Operations tagged CRM bank across 2 of this provider''s published API definitions: finmall-openapi.json, financegenius-ai-openapi.json. Each path carries the servers of the definition it was published in.'
tags:
- name: CRM bank
paths:
/api/v1/crm/bank/callback/{lender_code}:
post:
tags:
- CRM bank
summary: Callback
description: A bank's callback. The body is read once, never stored or logged.
operationId: callback_api_v1_crm_bank_callback__lender_code__post
parameters:
- name: lender_code
in: path
required: true
schema:
type: string
title: Lender Code
responses:
'200':
description: Successful Response
content:
application/json:
schema: {}
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
/api/v1/crm/bank/lender-applications/{la_id}/continue:
get:
tags:
- CRM bank
summary: Continue At Bank
description: The customer's own link to continue at the bank they chose. Someone else's application looks like none.
operationId: continue_at_bank_api_v1_crm_bank_lender_applications__la_id__continue_get
security:
- HTTPBearer: []
parameters:
- name: la_id
in: path
required: true
schema:
type: string
format: uuid
title: La Id
responses:
'200':
description: Successful Response
content:
application/json:
schema: {}
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
/api/v1/crm/bank/lenders/{lender_code}:
get:
tags:
- CRM bank
summary: Bank Card
operationId: bank_card_api_v1_crm_bank_lenders__lender_code__get
parameters:
- name: lender_code
in: path
required: true
schema:
type: string
title: Lender Code
responses:
'200':
description: Successful Response
content:
application/json:
schema: {}
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
/api/v1/crm/bank/lenders/{lender_code}/security-configs:
get:
tags:
- CRM bank
summary: Security Configs
operationId: security_configs_api_v1_crm_bank_lenders__lender_code__security_configs_get
parameters:
- name: lender_code
in: path
required: true
schema:
type: string
title: Lender Code
responses:
'200':
description: Successful Response
content:
application/json:
schema: {}
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
post:
tags:
- CRM bank
summary: Propose Security Config
operationId: propose_security_config_api_v1_crm_bank_lenders__lender_code__security_configs_post
parameters:
- name: lender_code
in: path
required: true
schema:
type: string
title: Lender Code
requestBody:
required: true
content:
application/json:
schema:
$ref: '#/components/schemas/SecurityConfigIn'
responses:
'200':
description: Successful Response
content:
application/json:
schema: {}
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
/api/v1/crm/bank/security-configs/{config_id}/approve:
post:
tags:
- CRM bank
summary: Approve Security Config
operationId: approve_security_config_api_v1_crm_bank_security_configs__config_id__approve_post
parameters:
- name: config_id
in: path
required: true
schema:
type: string
format: uuid
title: Config Id
responses:
'200':
description: Successful Response
content:
application/json:
schema: {}
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
/api/v1/crm/bank/security-configs/{config_id}/reject:
post:
tags:
- CRM bank
summary: Reject Security Config
operationId: reject_security_config_api_v1_crm_bank_security_configs__config_id__reject_post
parameters:
- name: config_id
in: path
required: true
schema:
type: string
format: uuid
title: Config Id
responses:
'200':
description: Successful Response
content:
application/json:
schema: {}
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
/api/v1/crm/bank/lenders/{lender_code}/annexes:
get:
tags:
- CRM bank
summary: Annexes
operationId: annexes_api_v1_crm_bank_lenders__lender_code__annexes_get
parameters:
- name: lender_code
in: path
required: true
schema:
type: string
title: Lender Code
responses:
'200':
description: Successful Response
content:
application/json:
schema: {}
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
post:
tags:
- CRM bank
summary: Record Annex
operationId: record_annex_api_v1_crm_bank_lenders__lender_code__annexes_post
parameters:
- name: lender_code
in: path
required: true
schema:
type: string
title: Lender Code
requestBody:
required: true
content:
application/json:
schema:
$ref: '#/components/schemas/AnnexIn'
responses:
'200':
description: Successful Response
content:
application/json:
schema: {}
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
/api/v1/crm/bank/annexes/{annex_id}/verify:
post:
tags:
- CRM bank
summary: Verify Annex
operationId: verify_annex_api_v1_crm_bank_annexes__annex_id__verify_post
parameters:
- name: annex_id
in: path
required: true
schema:
type: string
format: uuid
title: Annex Id
responses:
'200':
description: Successful Response
content:
application/json:
schema: {}
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
/api/v1/crm/bank/annexes/{annex_id}/reject:
post:
tags:
- CRM bank
summary: Reject Annex
operationId: reject_annex_api_v1_crm_bank_annexes__annex_id__reject_post
parameters:
- name: annex_id
in: path
required: true
schema:
type: string
format: uuid
title: Annex Id
responses:
'200':
description: Successful Response
content:
application/json:
schema: {}
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
/api/v1/crm/bank/lenders/{lender_code}/exchanges:
get:
tags:
- CRM bank
summary: Exchanges
description: 'The audit trail: metadata of each request and response (never a body, never a customer value).'
operationId: exchanges_api_v1_crm_bank_lenders__lender_code__exchanges_get
parameters:
- name: lender_code
in: path
required: true
schema:
type: string
title: Lender Code
- name: limit
in: query
required: false
schema:
type: integer
default: 100
title: Limit
- name: direction
in: query
required: false
schema:
anyOf:
- type: string
- type: 'null'
title: Direction
responses:
'200':
description: Successful Response
content:
application/json:
schema: {}
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
/api/v1/crm/bank/lenders/{lender_code}/payout-terms:
get:
tags:
- CRM bank
summary: Payout Terms
description: 'The bank''s payout terms skeleton. Founder/Finance only: nothing that ranks or shows lenders reads it.'
operationId: payout_terms_api_v1_crm_bank_lenders__lender_code__payout_terms_get
parameters:
- name: lender_code
in: path
required: true
schema:
type: string
title: Lender Code
responses:
'200':
description: Successful Response
content:
application/json:
schema: {}
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
components:
schemas:
AnnexIn:
properties:
signed_on:
type: string
format: date
title: Signed On
document_sha256:
type: string
pattern: ^[0-9a-f]{64}$
title: Document Sha256
controls_matrix_version:
type: string
maxLength: 20
title: Controls Matrix Version
default: bank-sec-1
clauses:
additionalProperties: true
type: object
title: Clauses
type: object
required:
- signed_on
- document_sha256
title: AnnexIn
ValidationError:
properties:
loc:
items:
anyOf:
- type: string
- type: integer
type: array
title: Location
msg:
type: string
title: Message
type:
type: string
title: Error Type
input:
title: Input
ctx:
type: object
title: Context
type: object
required:
- loc
- msg
- type
title: ValidationError
SecurityConfigIn:
properties:
environment:
type: string
enum:
- sandbox
- production
title: Environment
server_ca_pins:
items:
type: string
type: array
maxItems: 8
minItems: 1
title: Server Ca Pins
client_cert_sha256:
type: string
maxLength: 95
minLength: 44
title: Client Cert Sha256
callback_cidrs:
items:
type: string
type: array
maxItems: 16
title: Callback Cidrs
callback_cert_sha256s:
items:
type: string
type: array
maxItems: 8
title: Callback Cert Sha256S
key_windows:
items:
additionalProperties: true
type: object
type: array
maxItems: 32
title: Key Windows
evidence_type:
anyOf:
- type: string
enum:
- lender_email
- lender_letter
- lender_portal
- security_review
- type: 'null'
title: Evidence Type
evidence_sha256:
anyOf:
- type: string
pattern: ^[0-9a-f]{64}$
- type: 'null'
title: Evidence Sha256
type: object
required:
- environment
- server_ca_pins
- client_cert_sha256
title: SecurityConfigIn
HTTPValidationError:
properties:
detail:
items:
$ref: '#/components/schemas/ValidationError'
type: array
title: Detail
type: object
title: HTTPValidationError
securitySchemes:
HTTPBearer:
type: http
scheme: bearer
x-refined-from:
- finmall-openapi.json
- financegenius-ai-openapi.json
x-provenance:
method: harvested
publisher: FinanceGenius.AI
source: https://api.finmall.ai/openapi.json
note: split by refine-openapis from the provider's own published document, verified by fetch (openapi/_original/*.fetch.json);
stamped by stamp-openapi-provenance.py (roadmap#793)