Lean Technologies Financial Insights Report API

The Financial Insights Report API from Lean Technologies — 3 operation(s) for financial insights report.

Operations 3

POST /reports/v2/customers Create Reports Customer #
GET /reports/v2/customers/{customer_id}/reports/{report_id} Get Report #
GET /reports/v2/customers/{customer_id}/reports/ Get Reports for Customer #

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OpenAPI Specification

lean-technologies-financial-insights-report-api-openapi.yml Raw ↑
openapi: 3.2.0
info:
  title: KSA Financial Insights Report API
  description: ''
  version: 1.0.0
servers:
- url: https://sandbox.sa.leantech.me
  description: Sandbox
- url: https://api2.sa.leantech.me
  description: Production / Pre-Live
security:
- bearer: []
tags:
- name: Financial Insights Report
paths:
  /reports/v2/customers:
    post:
      summary: Create Reports Customer
      deprecated: false
      description: Generates a HyperLink URL that you can share with your customer so they can connect their bank account.
      operationId: createCustomerForReports
      tags:
      - Financial Insights Report
      parameters: []
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/ReportsCustomersRequest'
            example:
              identifiers:
              - value: '1106972886'
                type: NATIONAL_ID
              account_type: PERSONAL
      responses:
        '200':
          description: OK
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ReportsCustomersResponse'
              example:
                customer_id: dd64bba9-9446-4ca0-b9ed-bec2b2a49024
                hyperlink: https://connect.sa.leantech.me/hyperlink/a059df39-d754-4cea-9901-4a357f9ac80e
          headers: {}
      security:
      - bearer: []
  /reports/v2/customers/{customer_id}/reports/{report_id}:
    get:
      summary: Get Report
      deprecated: false
      description: Get a report generated on Lean's platform via report_id.
      operationId: getReport
      tags:
      - Financial Insights Report
      parameters:
      - name: customer_id
        in: path
        description: Id of the customer that the report was created from.
        required: true
        example: 4afb4b1e-db3f-43f7-88e5-19cf1eba22b8
        schema:
          type: string
      - name: report_id
        in: path
        description: Id of the report that you want to retrieve.
        required: true
        example: a8e9bf82-245a-4f5c-b048-9024fd7910cb
        schema:
          type: string
      responses:
        '200':
          description: Successful response
          content:
            application/pdf:
              schema:
                type: object
                properties: {}
          headers: {}
      security:
      - bearer: []
  /reports/v2/customers/{customer_id}/reports/:
    get:
      summary: Get Reports for Customer
      deprecated: false
      description: Get the list of report IDs for all reports generated on Lean's platform for a specific customer.
      operationId: getReportsByCustomer
      tags:
      - Financial Insights Report
      parameters:
      - name: customer_id
        in: path
        description: Id of the customer that the report was created from.
        required: true
        example: 4afb4b1e-db3f-43f7-88e5-19cf1eba22b8
        schema:
          type: string
      - name: page
        in: query
        description: The page you're requesting - returns page 0 of a response if not specified.
        required: false
        schema:
          format: int32
          default: 0
          type: integer
      - name: size
        in: query
        description: The number of objects you want to return as a page size.
        required: false
        schema:
          format: int32
          default: 50
          maximum: 100
          type: integer
      responses:
        '200':
          description: Successful response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ReportsReponse'
              example:
                reports:
                  total_pages: 1
                  total_elements: 1
                  content:
                  - id: dd64bba9-9446-4ca0-b9ed-bec2b2a49024
                    timestamp: '2023-10-29T07:59:14.304154468Z'
          headers: {}
      security:
      - bearer: []
components:
  schemas:
    ReportsCustomerIdentifier:
      description: ''
      required:
      - type
      - value
      type: object
      properties:
        type:
          description: the type of the identifier for the end user
          enum:
          - NATIONAL_ID
          - COMMERCIAL_REGISTRATION
          - UNIFIED_NUMBER
          type: string
        value:
          description: the identifier for the end user
          type: string
    Reports:
      type: object
      properties:
        total_pages:
          description: Number of pages for this request.
          type: integer
        total_elements:
          description: Number of reports available for this customer.
          type: integer
        content:
          description: List of reports.
          type: array
          items:
            $ref: '#/components/schemas/Report'
    ReportsReponse:
      type: object
      properties:
        reports:
          $ref: '#/components/schemas/Reports'
          description: Reports for customer
    Report:
      type: object
      properties:
        id:
          description: ID of the report.
          type: integer
        timestamp:
          format: date-time
          description: Created date time.
          type: string
    ReportsCustomersResponse:
      type: object
      properties:
        customer_id:
          description: The id that Lean assigns to the customer that you can use to identify the customer across the Lean platform.
          type: string
        hyperlink:
          description: URL that you can share with your customer so they can connect their bank account.
          type: string
    ReportsCustomersRequest:
      required:
      - account_type
      type: object
      properties:
        identifiers:
          description: Identifiers for a customer. Note that if account_type=PERSONAL, you will need to provide NATIONAL_ID as the identifier; if account_type=BUSINESS, then you will need to provide both COMMERCIAL_REGISTRATION and UNIFIED_NUMBER as identifiers
          type: array
          items:
            $ref: '#/components/schemas/ReportsCustomerIdentifier'
        account_type:
          description: 'Indicates whether the account to be connected is a personal consumer account or a business account. '
          enum:
          - PERSONAL
          - BUSINESS
          type: string
  securitySchemes:
    bearer:
      type: http
      scheme: bearer