Fincura Borrowers API

openapi: 3.0.2
info:
  title: Automated Spreading and Analysis Api-Key Borrowers API
  version: 1.3.1
  description: "This [REST API](https://en.wikipedia.org/wiki/Representational_state_transfer) allows you to interact with the Automated Spreading processing and insights engine. \n\n# Authentication\n\nThis API uses API keys generated from a Automated Spreading User account. To get access to your User account, speak with your Automated Spreading account manager.\n\n# Accepted Media Types\n\n| File Type      | Extension(s)     | Content-Type(s) |\n| -------------------------------- |-------------- | ------------ |\n| PDF File | .pdf | `application/pdf` , `application/x-pdf` |\n| Excel File | .xls | `application/vnd.ms-excel`  |\n| Excel File | .xlsx | `application/vnd.openxmlformats-officedocument.spreadsheetml.sheet`  |\n| Excel File | .xlsm | `application/vnd.ms-excel.sheet.macroEnabled.12`  |\n| PNG Image | .png | `image/png`  |\n| GIF Image | .gif | `image/gif`  |\n| JPG Image | .jpg, .jpeg | `image/jpeg`  |\n| GIF Image | .gif | `image/gif`  |\n| JSON File | .json | `application/json`  |\n\n\n# Getting Started\n\n1. [Create a Borrower](#operation/createBorrower) \n2. [Add a file](#operation/createDocumentFile) for that Borrower.\n3. Analyze in the Automated Spreading App\n\n****"
  x-logo:
    url: https://manual-public-web-static-resources.s3.amazonaws.com/public-api/Moodys-icon.svg
  contact:
    name: Moody's Automated Spreading Customer Support
    email: MA_NMR_Support@moodys.com
security:
- API_Key: []
tags:
- name: Borrowers
  description: A record in our system to link financials and analyses to.
paths:
  /v1/borrower:
    get:
      operationId: listBorrowers
      description: List Borrower records
      parameters:
      - name: limit
        required: false
        in: query
        description: Number of results to return per page.
        schema:
          type: integer
      - name: offset
        required: false
        in: query
        description: The initial index from which to return the results.
        schema:
          type: integer
      - name: search
        required: false
        in: query
        description: A search term.
        schema:
          type: string
      responses:
        '200':
          content:
            application/json:
              schema:
                type: object
                required:
                - count
                - results
                properties:
                  count:
                    type: integer
                    example: 123
                  next:
                    type: string
                    nullable: true
                    format: uri
                    example: http://api.example.org/accounts/?offset=400&limit=100
                  previous:
                    type: string
                    nullable: true
                    format: uri
                    example: http://api.example.org/accounts/?offset=200&limit=100
                  results:
                    type: array
                    items:
                      $ref: '#/components/schemas/Borrower'
          description: ''
      tags:
      - Borrowers
      summary: List Borrowers
    post:
      operationId: createBorrower
      description: Create a new Borrower record
      parameters: []
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/Borrower'
          application/x-www-form-urlencoded:
            schema:
              $ref: '#/components/schemas/Borrower'
          multipart/form-data:
            schema:
              $ref: '#/components/schemas/Borrower'
      responses:
        '201':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Borrower'
          description: ''
      tags:
      - Borrowers
      summary: Create a new Borrower
  /v1/borrower/{uuid}:
    get:
      operationId: retrieveBorrower
      description: Retrieve a Borrower
      parameters:
      - name: uuid
        in: path
        required: true
        description: ''
        schema:
          type: string
      - name: search
        required: false
        in: query
        description: A search term.
        schema:
          type: string
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Borrower'
          description: ''
      tags:
      - Borrowers
      summary: Retrieve a Borrower
    patch:
      operationId: partialUpdateBorrower
      description: ''
      parameters:
      - name: uuid
        in: path
        required: true
        description: ''
        schema:
          type: string
      - name: search
        required: false
        in: query
        description: A search term.
        schema:
          type: string
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/Borrower'
          application/x-www-form-urlencoded:
            schema:
              $ref: '#/components/schemas/Borrower'
          multipart/form-data:
            schema:
              $ref: '#/components/schemas/Borrower'
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Borrower'
          description: ''
      tags:
      - Borrowers
      summary: Update a Borrower
  /v1/borrower/{uuid}/link_entity:
    post:
      operationId: linkEntityBorrower
      description: Creates a link between a primary entity and a secondary entity
      parameters:
      - name: uuid
        in: path
        required: true
        description: ''
        schema:
          type: string
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/BorrowerEntityLink'
          application/x-www-form-urlencoded:
            schema:
              $ref: '#/components/schemas/BorrowerEntityLink'
          multipart/form-data:
            schema:
              $ref: '#/components/schemas/BorrowerEntityLink'
      responses:
        '201':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/BorrowerEntityLink'
          description: ''
      tags:
      - Borrowers
      summary: Link a secondary borrower to the Borrower
  /v1/borrower/{uuid}/portal_link:
    post:
      operationId: portalLinkBorrower
      description: ''
      parameters:
      - name: uuid
        in: path
        required: true
        description: ''
        schema:
          type: string
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/PortalLink'
          application/x-www-form-urlencoded:
            schema:
              $ref: '#/components/schemas/PortalLink'
          multipart/form-data:
            schema:
              $ref: '#/components/schemas/PortalLink'
      responses:
        '201':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PortalLink'
          description: ''
      tags:
      - Borrowers
      summary: Generate a Borrower portal link
components:
  schemas:
    BorrowerEntityLink:
      type: object
      properties:
        primary_entity_uuid:
          type: string
          format: uuid
          readOnly: true
        linked_entity_uuid:
          type: string
          format: uuid
          description: UUID of the borrower for this DataView. (see [Borrowers](#tag/Borrowers))
      required:
      - linked_entity_uuid
    Borrower:
      type: object
      properties:
        uuid:
          type: string
          format: uuid
          readOnly: true
        name:
          type: string
          description: Name of the Borrower. Must be unique across Borrower records
          maxLength: 500
        created_date:
          type: string
          format: date-time
          readOnly: true
        portfolio_uuid:
          type: string
          format: uuid
          description: UUID of the Portfolio for this Borrower. (see [Portfolios](#tag/Portfolios))
        spreading_template_uuid:
          type: string
          format: uuid
          description: UUID of the SpreadingTemplate for this Borrower
        external_id:
          type: string
          nullable: true
          description: External ID is used to uniquely identify a record from your system in our system. Must be unique across records.
          maxLength: 250
        contact_email:
          type: string
          format: email
          description: Borrower contact email
        contact_person:
          type: string
          nullable: true
          description: Borrower contact Full Name
          maxLength: 100
        contact_phone:
          type: string
          nullable: true
          description: Borrower contact Phone Number
          maxLength: 100
        sic_code:
          type: string
          nullable: true
          maxLength: 4
        naics_code:
          type: string
          nullable: true
          maxLength: 6
        sic_industry:
          enum:
          - UNKNOWN
          - AGRICULTURE_FORESTRY_FISHING
          - CONSTRUCTION
          - MINING
          - TRANSPORTATION_AND_PUBLIC_UTILITIES
          - WHOLESALE_TRADE
          - RETAIL_TRADE
          - MANUFACTURING
          - FINANCE_INSURANCE_REAL_ESTATE
          - SERVICES
          - PUBLIC_ADMINISTRATION
          type: string
        custom_attributes:
          type: object
        is_individual:
          type: boolean
          default: false
          description: If borrower is a person or individual, pass 'True'
        region:
          type: string
          nullable: true
          description: Region of this Borrower
          maxLength: 75
        country:
          type: string
          nullable: true
          description: Country of this Borrower
          maxLength: 75
        default_spreading_template_subtype:
          type: string
          nullable: true
          maxLength: 50
      required:
      - name
    PortalLink:
      type: object
      properties:
        uuid:
          type: string
          format: uuid
          readOnly: true
        reporting_interval:
          enum:
          - MONTHLY
          - QUARTERLY
          - SEMI_ANNUALLY
          - ANNUALLY
          - FISCAL_YTD
          - TTM
          type: string
          writeOnly: true
          default: MONTHLY
        from_date:
          type: string
          format: date
          writeOnly: true
          description: Request statements from date
        to_date:
          type: string
          format: date
          writeOnly: true
          description: Request statements to date
        statement_types:
          type: array
          items:
            type: object
            properties:
              form_type:
                enum:
                - INCOME_STATEMENT
                - BALANCE_SHEET
                - CASH_FLOW_STATEMENT
                - '1065'
                - '1040'
                - '1120'
                - 1120S
                - Puerto Rico Corporate
                - Puerto Rico Individual
                - Puerto Rico Schedule M Individual
                - Puerto Rico Schedule CO Individual
                - Puerto Rico Schedule D Individual
                - Puerto Rico Schedule F Individual
                - Puerto Rico Schedule H Individual
                - Puerto Rico Schedule IE Individual
                - Puerto Rico Schedule J Individual
                - Puerto Rico Schedule K Individual
                - Puerto Rico Schedule L Individual
                - Puerto Rico Schedule N Individual
                - Puerto Rico Schedule R1 Individual
                type: string
                default: INCOME_STATEMENT
          writeOnly: true
        portal_url:
          type: string
          format: uri
          readOnly: true
          maxLength: 2500
          pattern: "^(?:[a-z0-9.+-]*)://(?:[^\\s:@/]+(?::[^\\s:@/]*)?@)?(?:(?:0|25[0-5]|2[0-4][0-9]|1[0-9]?[0-9]?|[1-9][0-9]?)(?:\\.(?:0|25[0-5]|2[0-4][0-9]|1[0-9]?[0-9]?|[1-9][0-9]?)){3}|\\[[0-9a-f:.]+\\]|([a-z¡-\uFFFF0-9](?:[a-z¡-\uFFFF0-9-]{0,61}[a-z¡-\uFFFF0-9])?(?:\\.(?!-)[a-z¡-\uFFFF0-9-]{1,63}(?<!-))*\\.(?!-)(?:[a-z¡-\uFFFF-]{2,63}|xn--[a-z0-9]{1,59})(?<!-)\\.?|localhost))(?::[0-9]{1,5})?(?:[/?#][^\\s]*)?\\z"
  securitySchemes:
    API_Key:
      type: http
      scheme: bearer
      bearerFormat: JWT
x-tagGroups:
- name: Tenant
  tags:
  - Api-Key
  - TenantSettings
- name: Templates
  tags:
  - SpreadingTemplate
  - DscrTemplate
  - GlobalCashflowTemplate
- name: Borrower
  tags:
  - Borrowers
  - Files
  - Loans
  - Requirements
  - Portfolios
- name: Normalized Data
  tags:
  - DataViews
  - Templates
- name: Analysis
  tags:
  - DscrAnalysis
  - GlobalCashflowAnalysis
- name: Events
  tags:
  - Webhooks
- name: Embedded UI
  tags:
  - EmbeddedDocument
  - EmbeddedFinancials
  - EmbeddedDscrAnalysis
  - EmbeddedGlobalCashflowAnalysis