Fincura FinancialStatementSubmission API
The FinancialStatementSubmission API from Fincura — 1 operation(s) for financialstatementsubmission.
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OpenAPI Specification
openapi: 3.2.0
info:
title: Automated Spreading and Analysis Api-Key Financial Statement Submission 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
servers:
- url: https://api.fincura.com
description: Base URL declared by the provider in apis.yml (roadmap#122).
security:
- API_Key: []
tags:
- name: FinancialStatementSubmission
paths:
/v1/financial-statement-submission:
post:
operationId: createFinancialStatementSubmission
description: Submit structured financial statement data (JSON body); file is stored in S3 and processing is queued.
parameters: []
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/FinancialStatementSubmission'
application/x-www-form-urlencoded:
schema:
$ref: '#/components/schemas/FinancialStatementSubmission'
multipart/form-data:
schema:
$ref: '#/components/schemas/FinancialStatementSubmission'
responses:
'201':
content:
application/json:
schema:
$ref: '#/components/schemas/FinancialStatementSubmission'
description: ''
tags:
- FinancialStatementSubmission
summary: Submit structured financial statements (JSON)
components:
schemas:
FinancialStatementSubmission:
type: object
properties:
schema_version:
type: string
company_id:
type:
- integer
- 'null'
company_uuid:
type:
- string
- 'null'
format: uuid
external_company_id:
type: string
description: External ID is used to uniquely identify a record from your system in our system. Must be unique across records.
maxLength: 255
currency:
type: string
default: USD
multiply_by_factor:
type:
- object
- 'null'
spreading_template_id:
type:
- integer
- 'null'
original_document_name:
type:
- string
- 'null'
push_to_completion:
type: boolean
default: false
statements:
type: array
items:
type: object
properties:
statement_type:
enum:
- INCOME_STATEMENT
- BALANCE_SHEET
- CASH_FLOW_STATEMENT
type: string
columns:
type: array
items:
type: object
properties:
statement_date:
type: string
reporting_interval:
type: string
scenario_type:
type: string
preparation_type:
type: string
prepared_by:
type: string
default: ''
required:
- statement_date
- reporting_interval
- scenario_type
- preparation_type
rows:
type: array
items:
type: object
properties:
label:
type: string
values:
type: array
items:
type: object
spreading_template_line_item_id:
type:
- integer
- 'null'
spreading_template_line_item_ref:
type:
- string
- 'null'
required:
- label
- values
required:
- statement_type
- columns
- rows
required:
- statements
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