FinanceGenius.AI CRM reports API
The CRM reports API from FinanceGenius.AI — 26 operation(s) for crm reports.
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OpenAPI Specification
openapi: 3.2.0
info:
title: Financegenius Ai CRM reports API
version: 1.0.0
description: 'Operations tagged CRM reports 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 reports
paths:
/api/v1/crm/reports/lenders/scorecards:
get:
tags:
- CRM reports
summary: Get Scorecards
operationId: get_scorecards_api_v1_crm_reports_lenders_scorecards_get
parameters:
- name: period
in: query
required: false
schema:
anyOf:
- type: string
- 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/reports/lenders/scorecards.csv:
get:
tags:
- CRM reports
summary: Get Scorecards Csv
operationId: get_scorecards_csv_api_v1_crm_reports_lenders_scorecards_csv_get
parameters:
- name: period
in: query
required: false
schema:
anyOf:
- type: string
- type: 'null'
title: Period
responses:
'200':
description: Successful Response
content:
application/json:
schema: {}
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
/api/v1/crm/reports/lenders/{lender_code}/funnel:
get:
tags:
- CRM reports
summary: Get Funnel
operationId: get_funnel_api_v1_crm_reports_lenders__lender_code__funnel_get
parameters:
- name: lender_code
in: path
required: true
schema:
type: string
pattern: ^[a-z][a-z0-9_]{1,39}$
title: Lender Code
- name: period
in: query
required: false
schema:
anyOf:
- type: string
- type: 'null'
title: Period
- name: product
in: query
required: false
schema:
anyOf:
- type: string
- type: 'null'
title: Product
responses:
'200':
description: Successful Response
content:
application/json:
schema: {}
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
/api/v1/crm/reports/lenders/{lender_code}/report.csv:
get:
tags:
- CRM reports
summary: Get Lender Report
operationId: get_lender_report_api_v1_crm_reports_lenders__lender_code__report_csv_get
parameters:
- name: lender_code
in: path
required: true
schema:
type: string
pattern: ^[a-z][a-z0-9_]{1,39}$
title: Lender Code
- name: period
in: query
required: false
schema:
anyOf:
- type: string
- type: 'null'
title: Period
- name: product
in: query
required: false
schema:
anyOf:
- type: string
- type: 'null'
title: Product
responses:
'200':
description: Successful Response
content:
application/json:
schema: {}
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
/api/v1/crm/reports/runs:
get:
tags:
- CRM reports
summary: Get Runs
operationId: get_runs_api_v1_crm_reports_runs_get
parameters:
- name: lender_code
in: query
required: false
schema:
anyOf:
- type: string
- 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/reports/exceptions/ageing:
get:
tags:
- CRM reports
summary: Get Exception Ageing
operationId: get_exception_ageing_api_v1_crm_reports_exceptions_ageing_get
responses:
'200':
description: Successful Response
content:
application/json:
schema: {}
/api/v1/crm/reports/monitors:
get:
tags:
- CRM reports
summary: Get Monitors
operationId: get_monitors_api_v1_crm_reports_monitors_get
responses:
'200':
description: Successful Response
content:
application/json:
schema: {}
/api/v1/crm/reports/quality:
get:
tags:
- CRM reports
summary: Get Quality
operationId: get_quality_api_v1_crm_reports_quality_get
parameters:
- name: period
in: query
required: false
schema:
anyOf:
- type: string
- 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/reports/quality/affiliates/{affiliate_code}/withholding:
get:
tags:
- CRM reports
summary: Get Withholding
operationId: get_withholding_api_v1_crm_reports_quality_affiliates__affiliate_code__withholding_get
parameters:
- name: affiliate_code
in: path
required: true
schema:
type: string
title: Affiliate Code
- name: period
in: query
required: false
schema:
anyOf:
- type: string
- 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/reports/fraud/flags:
get:
tags:
- CRM reports
summary: Get Flags
operationId: get_flags_api_v1_crm_reports_fraud_flags_get
parameters:
- name: status
in: query
required: false
schema:
anyOf:
- enum:
- open
- cleared
- confirmed
type: string
- type: 'null'
default: open
title: Status
- name: kind
in: query
required: false
schema:
anyOf:
- type: string
- type: 'null'
title: Kind
responses:
'200':
description: Successful Response
content:
application/json:
schema: {}
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
/api/v1/crm/reports/fraud/flags/{flag_id}/review:
post:
tags:
- CRM reports
summary: Review
operationId: review_api_v1_crm_reports_fraud_flags__flag_id__review_post
parameters:
- name: flag_id
in: path
required: true
schema:
type: string
format: uuid
title: Flag Id
requestBody:
required: true
content:
application/json:
schema:
$ref: '#/components/schemas/app__api__v1__crm_reports__ReviewIn'
responses:
'200':
description: Successful Response
content:
application/json:
schema: {}
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
/api/v1/crm/reports/fraud/junk-files:
get:
tags:
- CRM reports
summary: Get Junk Files
operationId: get_junk_files_api_v1_crm_reports_fraud_junk_files_get
parameters:
- name: lender_code
in: query
required: false
schema:
anyOf:
- type: string
- 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 reports
summary: Post Junk File
operationId: post_junk_file_api_v1_crm_reports_fraud_junk_files_post
requestBody:
required: true
content:
multipart/form-data:
schema:
$ref: '#/components/schemas/Body_post_junk_file_api_v1_crm_reports_fraud_junk_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/reports/fraud/junk-files/{file_id}/approve:
post:
tags:
- CRM reports
summary: Approve Junk
operationId: approve_junk_api_v1_crm_reports_fraud_junk_files__file_id__approve_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/reports/fraud/junk-files/{file_id}/reject:
post:
tags:
- CRM reports
summary: Reject Junk
operationId: reject_junk_api_v1_crm_reports_fraud_junk_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/reports/dpdp/readiness:
get:
tags:
- CRM reports
summary: Get Readiness
operationId: get_readiness_api_v1_crm_reports_dpdp_readiness_get
responses:
'200':
description: Successful Response
content:
application/json:
schema: {}
/api/v1/crm/reports/dpdp/attestations:
post:
tags:
- CRM reports
summary: Post Attestation
operationId: post_attestation_api_v1_crm_reports_dpdp_attestations_post
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/AttestIn'
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/reports/dpdp/notices:
get:
tags:
- CRM reports
summary: Get Notices
operationId: get_notices_api_v1_crm_reports_dpdp_notices_get
responses:
'200':
description: Successful Response
content:
application/json:
schema: {}
/api/v1/crm/reports/dpdp/notices/{purpose}/{language}:
get:
tags:
- CRM reports
summary: Get Notice
operationId: get_notice_api_v1_crm_reports_dpdp_notices__purpose___language__get
parameters:
- name: purpose
in: path
required: true
schema:
type: string
title: Purpose
- name: language
in: path
required: true
schema:
enum:
- en
- hi
type: string
title: Language
responses:
'200':
description: Successful Response
content:
application/json:
schema: {}
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
/api/v1/crm/reports/dpdp/notices/publish:
post:
tags:
- CRM reports
summary: Publish
operationId: publish_api_v1_crm_reports_dpdp_notices_publish_post
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/app__api__v1__crm_reports__PublishIn'
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/reports/dpdp/consent-manager:
get:
tags:
- CRM reports
summary: Get Consent Manager
operationId: get_consent_manager_api_v1_crm_reports_dpdp_consent_manager_get
responses:
'200':
description: Successful Response
content:
application/json:
schema: {}
/api/v1/crm/reports/dpdp/drills:
get:
tags:
- CRM reports
summary: Get Drills
operationId: get_drills_api_v1_crm_reports_dpdp_drills_get
responses:
'200':
description: Successful Response
content:
application/json:
schema: {}
post:
tags:
- CRM reports
summary: Post Drill
operationId: post_drill_api_v1_crm_reports_dpdp_drills_post
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/DrillIn'
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/reports/dpdp/drills/{drill_id}:
get:
tags:
- CRM reports
summary: Get Drill View
operationId: get_drill_view_api_v1_crm_reports_dpdp_drills__drill_id__get
parameters:
- name: drill_id
in: path
required: true
schema:
type: string
format: uuid
title: Drill 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/reports/dpdp/drills/{drill_id}/drafts/{recipient}:
get:
tags:
- CRM reports
summary: Get Draft
operationId: get_draft_api_v1_crm_reports_dpdp_drills__drill_id__drafts__recipient__get
parameters:
- name: drill_id
in: path
required: true
schema:
type: string
format: uuid
title: Drill Id
- name: recipient
in: path
required: true
schema:
enum:
- cert_in
- lender
- board_intimation
- board_report
- affected_people
type: string
title: Recipient
- name: language
in: query
required: false
schema:
enum:
- en
- hi
type: string
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'
/api/v1/crm/reports/dpdp/drills/{drill_id}/steps:
post:
tags:
- CRM reports
summary: Post Step
operationId: post_step_api_v1_crm_reports_dpdp_drills__drill_id__steps_post
parameters:
- name: drill_id
in: path
required: true
schema:
type: string
format: uuid
title: Drill Id
requestBody:
required: true
content:
application/json:
schema:
$ref: '#/components/schemas/StepIn'
responses:
'200':
description: Successful Response
content:
application/json:
schema: {}
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
/api/v1/crm/reports/dpdp/drills/{drill_id}/finish:
post:
tags:
- CRM reports
summary: Post Finish
operationId: post_finish_api_v1_crm_reports_dpdp_drills__drill_id__finish_post
parameters:
- name: drill_id
in: path
required: true
schema:
type: string
format: uuid
title: Drill 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/reports/dpdp/drills/{drill_id}/abandon:
post:
tags:
- CRM reports
summary: Post Abandon
operationId: post_abandon_api_v1_crm_reports_dpdp_drills__drill_id__abandon_post
parameters:
- name: drill_id
in: path
required: true
schema:
type: string
format: uuid
title: Drill Id
responses:
'200':
description: Successful Response
content:
application/json:
schema: {}
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
components:
schemas:
StepIn:
properties:
recipient:
type: string
enum:
- cert_in
- lender
- board_intimation
- board_report
- affected_people
title: Recipient
lender_code:
anyOf:
- type: string
pattern: ^[a-z][a-z0-9_]{1,39}$
- type: 'null'
title: Lender Code
covered:
items:
type: string
type: array
maxItems: 20
title: Covered
at:
anyOf:
- type: string
format: date-time
- type: 'null'
title: At
type: object
required:
- recipient
title: StepIn
app__api__v1__crm_reports__PublishIn:
properties:
effective_from:
anyOf:
- type: string
format: date-time
- type: 'null'
title: Effective From
type: object
title: PublishIn
Body_post_junk_file_api_v1_crm_reports_fraud_junk_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_junk_file_api_v1_crm_reports_fraud_junk_files_post
HTTPValidationError:
properties:
detail:
items:
$ref: '#/components/schemas/ValidationError'
type: array
title: Detail
type: object
title: HTTPValidationError
ValidationError:
properties:
loc:
items:
anyOf:
- type: string
- type: integer
type: array
title: Location
msg:
type: string
title: Message
type:
type: string
title: Error Type
input:
title: Input
ctx:
type: object
title: Context
type: object
required:
- loc
- msg
- type
title: ValidationError
AttestIn:
properties:
item:
type: string
enum:
- vendor_register
- age_gate
title: Item
evidence_sha256:
type: string
pattern: ^[0-9a-f]{64}$
title: Evidence Sha256
type: object
required:
- item
- evidence_sha256
title: AttestIn
DrillIn:
properties:
scenario:
type: string
maxLength: 30
title: Scenario
lenders:
items:
type: string
type: array
maxItems: 10
title: Lenders
speed:
type: integer
maximum: 120.0
minimum: 1.0
title: Speed
default: 60
people_affected:
type: integer
maximum: 10000000.0
minimum: 0.0
title: People Affected
default: 0
type: object
required:
- scenario
title: DrillIn
app__api__v1__crm_reports__ReviewIn:
properties:
status:
type: string
enum:
- cleared
- confirmed
title: Status
reason:
type: string
maxLength: 30
title: Reason
type: object
required:
- status
- reason
title: ReviewIn
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)