FinanceGenius.AI CRM repeat and cross-sell API
The CRM repeat and cross-sell API from FinanceGenius.AI — 17 operation(s) for crm repeat and cross-sell.
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OpenAPI Specification
openapi: 3.2.0
info:
title: Financegenius Ai CRM repeat and cross-sell API
version: 1.0.0
description: 'Operations tagged CRM repeat and cross-sell 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 repeat and cross-sell
paths:
/api/v1/crm/repeat/plays:
get:
tags:
- CRM repeat and cross-sell
summary: Plays
operationId: plays_api_v1_crm_repeat_plays_get
responses:
'200':
description: Successful Response
content:
application/json:
schema: {}
/api/v1/crm/repeat/templates:
get:
tags:
- CRM repeat and cross-sell
summary: Templates
operationId: templates_api_v1_crm_repeat_templates_get
responses:
'200':
description: Successful Response
content:
application/json:
schema: {}
/api/v1/crm/repeat/cohort:
get:
tags:
- CRM repeat and cross-sell
summary: Cohort
operationId: cohort_api_v1_crm_repeat_cohort_get
parameters:
- name: days
in: query
required: false
schema:
type: integer
maximum: 365
minimum: 7
default: 90
title: Days
responses:
'200':
description: Successful Response
content:
application/json:
schema: {}
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
/api/v1/crm/repeat/customers/{customer_ref}:
get:
tags:
- CRM repeat and cross-sell
summary: Customer Plays
operationId: customer_plays_api_v1_crm_repeat_customers__customer_ref__get
parameters:
- name: customer_ref
in: path
required: true
schema:
type: string
format: uuid
title: Customer Ref
responses:
'200':
description: Successful Response
content:
application/json:
schema: {}
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
/api/v1/crm/repeat/payouts/terms:
get:
tags:
- CRM repeat and cross-sell
summary: Get Terms
operationId: get_terms_api_v1_crm_repeat_payouts_terms_get
parameters:
- name: lender_code
in: query
required: false
schema:
anyOf:
- type: string
pattern: ^[a-z][a-z0-9_]{1,39}$
- type: 'null'
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 repeat and cross-sell
summary: Post Terms
operationId: post_terms_api_v1_crm_repeat_payouts_terms_post
requestBody:
required: true
content:
application/json:
schema:
$ref: '#/components/schemas/app__api__v1__crm_repeat__TermsIn'
responses:
'200':
description: Successful Response
content:
application/json:
schema: {}
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
/api/v1/crm/repeat/payouts/terms/{terms_id}/approve:
post:
tags:
- CRM repeat and cross-sell
summary: Approve Terms
operationId: approve_terms_api_v1_crm_repeat_payouts_terms__terms_id__approve_post
parameters:
- name: terms_id
in: path
required: true
schema:
type: string
format: uuid
title: Terms Id
responses:
'200':
description: Successful Response
content:
application/json:
schema: {}
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
/api/v1/crm/repeat/payouts/files:
get:
tags:
- CRM repeat and cross-sell
summary: Get Files
operationId: get_files_api_v1_crm_repeat_payouts_files_get
parameters:
- name: lender_code
in: query
required: false
schema:
anyOf:
- type: string
pattern: ^[a-z][a-z0-9_]{1,39}$
- type: 'null'
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 repeat and cross-sell
summary: Post File
operationId: post_file_api_v1_crm_repeat_payouts_files_post
requestBody:
required: true
content:
multipart/form-data:
schema:
$ref: '#/components/schemas/Body_post_file_api_v1_crm_repeat_payouts_files_post'
responses:
'200':
description: Successful Response
content:
application/json:
schema: {}
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
/api/v1/crm/repeat/payouts/files/{file_id}/approve:
post:
tags:
- CRM repeat and cross-sell
summary: Approve File
operationId: approve_file_api_v1_crm_repeat_payouts_files__file_id__approve_post
parameters:
- name: file_id
in: path
required: true
schema:
type: string
format: uuid
title: File Id
requestBody:
required: true
content:
application/json:
schema:
$ref: '#/components/schemas/app__api__v1__crm_repeat__CheckIn'
responses:
'200':
description: Successful Response
content:
application/json:
schema: {}
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
/api/v1/crm/repeat/payouts/files/{file_id}/reject:
post:
tags:
- CRM repeat and cross-sell
summary: Reject File
operationId: reject_file_api_v1_crm_repeat_payouts_files__file_id__reject_post
parameters:
- name: file_id
in: path
required: true
schema:
type: string
format: uuid
title: File Id
responses:
'200':
description: Successful Response
content:
application/json:
schema: {}
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
/api/v1/crm/repeat/payouts/disbursals:
get:
tags:
- CRM repeat and cross-sell
summary: Get Disbursals
operationId: get_disbursals_api_v1_crm_repeat_payouts_disbursals_get
parameters:
- name: lender_code
in: query
required: true
schema:
type: string
pattern: ^[a-z][a-z0-9_]{1,39}$
title: Lender Code
- name: period
in: query
required: false
schema:
anyOf:
- type: string
pattern: ^20[0-9]{2}-(0[1-9]|1[0-2])$
- type: 'null'
title: Period
responses:
'200':
description: Successful Response
content:
application/json:
schema: {}
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
/api/v1/crm/repeat/payouts/exceptions:
get:
tags:
- CRM repeat and cross-sell
summary: Get Exceptions
operationId: get_exceptions_api_v1_crm_repeat_payouts_exceptions_get
parameters:
- name: lender_code
in: query
required: false
schema:
anyOf:
- type: string
pattern: ^[a-z][a-z0-9_]{1,39}$
- type: 'null'
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/repeat/payouts/exceptions/{exception_id}/propose:
post:
tags:
- CRM repeat and cross-sell
summary: Propose
operationId: propose_api_v1_crm_repeat_payouts_exceptions__exception_id__propose_post
parameters:
- name: exception_id
in: path
required: true
schema:
type: string
format: uuid
title: Exception Id
requestBody:
required: true
content:
application/json:
schema:
$ref: '#/components/schemas/ProposeIn'
responses:
'200':
description: Successful Response
content:
application/json:
schema: {}
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
/api/v1/crm/repeat/payouts/exceptions/{exception_id}/approve:
post:
tags:
- CRM repeat and cross-sell
summary: Approve
operationId: approve_api_v1_crm_repeat_payouts_exceptions__exception_id__approve_post
parameters:
- name: exception_id
in: path
required: true
schema:
type: string
format: uuid
title: Exception 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/repeat/payouts/reconciliation:
post:
tags:
- CRM repeat and cross-sell
summary: Post Recon
operationId: post_recon_api_v1_crm_repeat_payouts_reconciliation_post
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/app__api__v1__crm_repeat__ReconIn'
required: true
responses:
'200':
description: Successful Response
content:
application/json:
schema: {}
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
/api/v1/crm/repeat/payouts/reconciliation/runs:
get:
tags:
- CRM repeat and cross-sell
summary: Get Runs
operationId: get_runs_api_v1_crm_repeat_payouts_reconciliation_runs_get
parameters:
- name: lender_code
in: query
required: false
schema:
anyOf:
- type: string
pattern: ^[a-z][a-z0-9_]{1,39}$
- type: 'null'
title: Lender Code
responses:
'200':
description: Successful Response
content:
application/json:
schema: {}
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
/api/v1/crm/repeat/payouts/audit:
get:
tags:
- CRM repeat and cross-sell
summary: Get Audit
operationId: get_audit_api_v1_crm_repeat_payouts_audit_get
parameters:
- name: lender_code
in: query
required: true
schema:
type: string
pattern: ^[a-z][a-z0-9_]{1,39}$
title: Lender Code
responses:
'200':
description: Successful Response
content:
application/json:
schema: {}
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
/api/v1/crm/repeat/me:
get:
tags:
- CRM repeat and cross-sell
summary: Me
description: 'The caller''s own checks (never anyone else''s): which, when the next opens, whether repeat data is on.'
operationId: me_api_v1_crm_repeat_me_get
security:
- HTTPBearer: []
parameters:
- name: language
in: query
required: false
schema:
type: string
pattern: ^[a-z]{2}(-[A-Za-z]{2,4})?$
default: en
title: Language
responses:
'200':
description: Successful Response
content:
application/json:
schema: {}
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
components:
schemas:
app__api__v1__crm_repeat__ReconIn:
properties:
lender_code:
type: string
pattern: ^[a-z][a-z0-9_]{1,39}$
title: Lender Code
period:
type: string
pattern: ^20[0-9]{2}-(0[1-9]|1[0-2])$
title: Period
type: object
required:
- lender_code
- period
title: ReconIn
app__api__v1__crm_repeat__CheckIn:
properties:
confirm_sha256:
type: string
pattern: ^[0-9a-fA-F]{64}$
title: Confirm Sha256
type: object
required:
- confirm_sha256
title: CheckIn
ProposeIn:
properties:
resolution:
type: string
enum:
- linked
- reapplied
- not_ours
- acknowledged
- dismissed
title: Resolution
evidence_type:
anyOf:
- type: string
enum:
- lender_email
- lender_portal
- lender_letter
- lender_spec
- type: 'null'
title: Evidence Type
evidence_sha256:
anyOf:
- type: string
pattern: ^[0-9a-fA-F]{64}$
- type: 'null'
title: Evidence Sha256
link_lender_application_ref:
anyOf:
- type: string
format: uuid
- type: 'null'
title: Link Lender Application Ref
type: object
required:
- resolution
title: ProposeIn
HTTPValidationError:
properties:
detail:
items:
$ref: '#/components/schemas/ValidationError'
type: array
title: Detail
type: object
title: HTTPValidationError
app__api__v1__crm_repeat__TermsIn:
properties:
lender_code:
type: string
pattern: ^[a-z][a-z0-9_]{1,39}$
title: Lender Code
product:
type: string
maxLength: 40
title: Product
effective_from:
type: string
pattern: ^20[0-9]{2}-[0-9]{2}-[0-9]{2}$
title: Effective From
kinds:
items:
type: string
enum:
- repeat
- top_up
type: array
maxItems: 2
minItems: 1
title: Kinds
basis_kind:
type: string
enum:
- rate
- flat
title: Basis Kind
rate_bps:
anyOf:
- type: integer
- type: 'null'
title: Rate Bps
flat_paise:
anyOf:
- type: integer
- type: 'null'
title: Flat Paise
payout_basis:
type: string
enum:
- gross
- net
title: Payout Basis
default: gross
repeat_window_months:
type: integer
maximum: 36.0
minimum: 1.0
title: Repeat Window Months
type: object
required:
- lender_code
- product
- effective_from
- basis_kind
- repeat_window_months
title: TermsIn
Body_post_file_api_v1_crm_repeat_payouts_files_post:
properties:
lender_code:
type: string
pattern: ^[a-z][a-z0-9_]{1,39}$
title: Lender Code
file:
type: string
contentMediaType: application/octet-stream
title: File
type: object
required:
- lender_code
- file
title: Body_post_file_api_v1_crm_repeat_payouts_files_post
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
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)