nCino Loan Milestones API

openapi: 3.2.0
info:
  title: nCino Mortgage Loan Milestones API
  description: API framework built from the ground up to be more a robust, forward thinking solution with tools to support our developer community
  version: '1.0'
  license:
    name: Apache 2.0
    url: http://www.apache.org/licenses/LICENSE-2.0.html
servers:
- url: https://api.ncinomortgage.com
  description: Production server
security:
- OAuth2: []
tags:
- name: Loan Milestones
  description: 'Endpoints pertaining to loan milestone instances on a specific loan.

    These represent the completion status of milestones, not milestone definitions.'
paths:
  /loans/{loan_id}/loan_milestones:
    get:
      tags:
      - Loan Milestones
      operationId: loan_milestones-index
      parameters:
      - name: loan_id
        description: Loan ID.
        required: true
        in: path
        schema:
          type: string
          format: uuid
      - $ref: '#/components/parameters/Page'
      - $ref: '#/components/parameters/PageSize'
      - $ref: '#/components/parameters/CreatedAfter'
      - $ref: '#/components/parameters/CreatedBefore'
      - $ref: '#/components/parameters/UpdatedAfter'
      - $ref: '#/components/parameters/UpdatedBefore'
      - $ref: '#/components/parameters/ApiVersionHeader'
      responses:
        '200':
          description: Success
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/LoanMilestonePagination'
          headers:
            X-Api-Version:
              $ref: '#/components/headers/ApiVersionResponseHeader'
            X-Api-Supported-Versions:
              $ref: '#/components/headers/ApiSupportedVersionsResponseHeader'
        '400':
          $ref: '#/components/responses/BadRequestError'
        '401':
          $ref: '#/components/responses/UnauthorizedError'
        '403':
          $ref: '#/components/responses/ForbiddenError'
        '404':
          $ref: '#/components/responses/NotFoundError'
        '500':
          $ref: '#/components/responses/InternalServerError'
      description: '> 🚧 Under construction

        > **This endpoint is in beta.** Functionality may change without notice, support is limited, and use in production is not recommended. Your feedback is appreciated.


        Retrieves all milestones on a loan, ordered by step.'
      summary: 🚧 List loan milestones (BETA)
  /loans/{loan_id}/loan_milestones/{loan_milestone_id}:
    get:
      tags:
      - Loan Milestones
      operationId: loan_milestones-show
      parameters:
      - name: loan_id
        description: Loan ID.
        required: true
        in: path
        schema:
          type: string
          format: uuid
      - name: loan_milestone_id
        description: Loan milestone ID.
        required: true
        in: path
        schema:
          type: string
          format: uuid
      - $ref: '#/components/parameters/ApiVersionHeader'
      responses:
        '200':
          description: Success
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/LoanMilestone'
          headers:
            X-Api-Version:
              $ref: '#/components/headers/ApiVersionResponseHeader'
            X-Api-Supported-Versions:
              $ref: '#/components/headers/ApiSupportedVersionsResponseHeader'
        '400':
          $ref: '#/components/responses/BadRequestError'
        '401':
          $ref: '#/components/responses/UnauthorizedError'
        '403':
          $ref: '#/components/responses/ForbiddenError'
        '404':
          $ref: '#/components/responses/NotFoundError'
        '500':
          $ref: '#/components/responses/InternalServerError'
      description: '> 🚧 Under construction

        > **This endpoint is in beta.** Functionality may change without notice, support is limited, and use in production is not recommended. Your feedback is appreciated.


        Retrieves a single milestone on a loan.'
      summary: 🚧 Retrieve a loan milestone (BETA)
    patch:
      tags:
      - Loan Milestones
      operationId: loan_milestones-update
      parameters:
      - name: loan_id
        description: Loan ID.
        required: true
        in: path
        schema:
          type: string
          format: uuid
      - name: loan_milestone_id
        description: Loan milestone ID.
        required: true
        in: path
        schema:
          type: string
          format: uuid
      - $ref: '#/components/parameters/ApiVersionHeader'
      responses:
        '200':
          description: Success
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/LoanMilestone'
          headers:
            X-Api-Version:
              $ref: '#/components/headers/ApiVersionResponseHeader'
            X-Api-Supported-Versions:
              $ref: '#/components/headers/ApiSupportedVersionsResponseHeader'
        '400':
          $ref: '#/components/responses/BadRequestError'
        '401':
          $ref: '#/components/responses/UnauthorizedError'
        '403':
          $ref: '#/components/responses/ForbiddenError'
        '404':
          $ref: '#/components/responses/NotFoundError'
        '500':
          $ref: '#/components/responses/InternalServerError'
      description: '> 🚧 Under construction

        > **This endpoint is in beta.** Functionality may change without notice, support is limited, and use in production is not recommended. Your feedback is appreciated.


        Updates a single milestone''s completion status and/or notes.'
      summary: 🚧 Update a loan milestone (BETA)
      requestBody:
        description: ''
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/LoanMilestonePatchBody'
  /loans/{loan_id}/loan_milestones/{loan_milestone_id}/actions:
    post:
      tags:
      - Loan Milestones
      operationId: loan_milestones-actions
      parameters:
      - name: loan_id
        description: Loan ID.
        required: true
        in: path
        schema:
          type: string
          format: uuid
      - name: loan_milestone_id
        description: Loan milestone ID.
        required: true
        in: path
        schema:
          type: string
          format: uuid
      - $ref: '#/components/parameters/ApiVersionHeader'
      responses:
        '200':
          description: Success
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/LoanMilestone'
          headers:
            X-Api-Version:
              $ref: '#/components/headers/ApiVersionResponseHeader'
            X-Api-Supported-Versions:
              $ref: '#/components/headers/ApiSupportedVersionsResponseHeader'
        '412':
          description: Milestone cascade failed
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorSet'
          headers:
            X-Api-Version:
              $ref: '#/components/headers/ApiVersionResponseHeader'
            X-Api-Supported-Versions:
              $ref: '#/components/headers/ApiSupportedVersionsResponseHeader'
        '400':
          $ref: '#/components/responses/BadRequestError'
        '401':
          $ref: '#/components/responses/UnauthorizedError'
        '403':
          $ref: '#/components/responses/ForbiddenError'
        '404':
          $ref: '#/components/responses/NotFoundError'
        '500':
          $ref: '#/components/responses/InternalServerError'
      description: '> 🚧 Under construction

        > **This endpoint is in beta.** Functionality may change without notice, support is limited, and use in production is not recommended. Your feedback is appreciated.


        Performs an action on a loan milestone.


        > 📌 Available actions

        **CASCADE_STATUS** - Cascade the completion status of this milestone.

        When completed is true: marks this and all preceding milestones as complete, all subsequent as incomplete.

        When completed is false: marks this and all subsequent milestones as incomplete.'
      summary: 🚧 Perform action on a loan milestone (BETA)
      requestBody:
        description: ''
        content:
          application/json:
            schema:
              oneOf:
              - $ref: '#/components/schemas/CascadeStatusLoanMilestone'
              discriminator:
                propertyName: action
                mapping:
                  CASCADE_STATUS: '#/components/schemas/CascadeStatusLoanMilestone'
components:
  schemas:
    LoanMilestonePagination:
      allOf:
      - $ref: '#/components/schemas/AbstractPagination'
      - type: object
        properties:
          contents:
            type: array
            items:
              $ref: '#/components/schemas/LoanMilestone'
        required:
        - contents
    LoanMilestonePatchBody:
      type: object
      properties:
        completed:
          type: boolean
          description: Whether the milestone is completed.
        notes:
          type:
          - string
          - 'null'
          maxLength: 65536
          description: Notes on the milestone.
      description: Available properties for updating a loan milestone.
      additionalProperties: false
      minProperties: 1
    AbstractPagination:
      allOf:
      - $ref: '#/components/schemas/AbstractCollection'
      - type: object
        properties:
          total_pages:
            type: integer
            description: The total number of pages in the collection.
          total:
            type: integer
            description: The total number of items in the collection.
        additionalProperties: false
    LoanMilestone:
      allOf:
      - $ref: '#/components/schemas/AbstractResourceModel'
      - type: object
        properties:
          name:
            type: string
            description: Milestone name (from definition).
          remote_name:
            type: array
            items:
              type: string
            description: LOS-specific milestone name(s).
          status:
            type: string
            enum:
            - complete
            - incomplete
            description: Current status of the milestone.
          completed:
            type: boolean
            description: Whether the milestone is completed.
          completed_at:
            type:
            - string
            - 'null'
            format: date-time
            description: Timestamp of when the milestone was completed.
          notes:
            type:
            - string
            - 'null'
            description: Notes on the milestone.
          milestone_definition_id:
            type: string
            format: uuid
            description: ID of the milestone definition.
          created_at:
            type: string
            format: date-time
            description: Timestamp of when the milestone was created.
          updated_at:
            type: string
            format: date-time
            description: Timestamp of when the milestone was last updated.
        additionalProperties: false
      description: A milestone instance on a specific loan, tracking completion status.
    ErrorSet:
      type: object
      properties:
        errors:
          type: array
          items:
            $ref: '#/components/schemas/Error'
      required:
      - errors
      example:
        errors:
        - id: 123abc
          status: 400
          title: Generic title for the error
          detail: Detailed message for the error
          _links:
            resource: contextual resource if applicable
    AbstractCollection:
      allOf:
      - $ref: '#/components/schemas/AbstractModel'
      - type: object
        properties:
          contents:
            type: array
            items:
              type: object
            description: The contents for the collection.
        required:
        - contents
        additionalProperties: false
    AbstractResourceModel:
      allOf:
      - $ref: '#/components/schemas/AbstractModel'
      - type: object
        properties:
          id:
            type: string
            format: uuid
            description: Unique identifier for the record.
        required:
        - id
        additionalProperties: false
    LoanMilestoneAction:
      type: object
      properties:
        action:
          type: string
          enum:
          - CASCADE_STATUS
          description: Action to perform.
      required:
      - action
      description: Available properties for a loan milestone action.
      additionalProperties: false
    Error:
      type: object
      properties:
        id:
          type: string
          description: A unique ID (useful as a reference when debugging an error with support)
        status:
          type: integer
          description: The HTTP status code
        title:
          type: string
          description: A generic title
        detail:
          type: string
          description: A detailed message
        _links:
          type: object
          description: A list of relevant links
      required:
      - id
      - status
      - title
      example:
        id: 123abc
        status: 400
        title: Generic title for the error
        detail: Detailed message for the error
        _links:
          resource: contextual resource if applicable
    CascadeStatusLoanMilestone:
      allOf:
      - $ref: '#/components/schemas/LoanMilestoneAction'
      - type: object
        properties:
          completed:
            type: boolean
            description: The target completion status.
        required:
        - completed
        additionalProperties: false
      description: 'Cascade the completion status of this milestone forward or backward.

        When completed is true: marks this and all preceding milestones as complete, all subsequent as incomplete.

        When completed is false: marks this and all subsequent milestones as incomplete.'
    AbstractModel:
      type: object
      properties:
        _self:
          type: string
          description: The model's resource link to itself.
        _type:
          type: string
          description: The model's type.
        _links:
          type: object
          description: A list of links for the model's associations.
      required:
      - _self
      - _type
      additionalProperties: false
  responses:
    BadRequestError:
      description: Bad request
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorSet'
      headers:
        X-Api-Version:
          $ref: '#/components/headers/ApiVersionResponseHeader'
        X-Api-Supported-Versions:
          $ref: '#/components/headers/ApiSupportedVersionsResponseHeader'
    NotFoundError:
      description: Not found
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorSet'
      headers:
        X-Api-Version:
          $ref: '#/components/headers/ApiVersionResponseHeader'
        X-Api-Supported-Versions:
          $ref: '#/components/headers/ApiSupportedVersionsResponseHeader'
    InternalServerError:
      description: Internal server error
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorSet'
      headers:
        X-Api-Version:
          $ref: '#/components/headers/ApiVersionResponseHeader'
        X-Api-Supported-Versions:
          $ref: '#/components/headers/ApiSupportedVersionsResponseHeader'
    UnauthorizedError:
      description: Unauthorized
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorSet'
      headers:
        X-Api-Version:
          $ref: '#/components/headers/ApiVersionResponseHeader'
        X-Api-Supported-Versions:
          $ref: '#/components/headers/ApiSupportedVersionsResponseHeader'
    ForbiddenError:
      description: Forbidden
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorSet'
      headers:
        X-Api-Version:
          $ref: '#/components/headers/ApiVersionResponseHeader'
        X-Api-Supported-Versions:
          $ref: '#/components/headers/ApiSupportedVersionsResponseHeader'
  headers:
    ApiSupportedVersionsResponseHeader:
      description: API supported versions for endpoint.
      schema:
        type: string
    ApiVersionResponseHeader:
      description: API version.
      schema:
        type: string
  parameters:
    CreatedAfter:
      name: created_after
      description: The date which a resource must be created after to be returned.
      required: false
      in: query
      schema:
        type: string
        format: date-time
    UpdatedAfter:
      name: updated_after
      description: The date which a resource must be updated after to be returned.
      required: false
      in: query
      schema:
        type: string
        format: date-time
    CreatedBefore:
      name: created_before
      description: The date which a resource must be created before to be returned.
      required: false
      in: query
      schema:
        type: string
        format: date-time
    UpdatedBefore:
      name: updated_before
      description: The date which a resource must be updated before to be returned.
      required: false
      in: query
      schema:
        type: string
        format: date-time
    Page:
      name: page
      description: The page to retrieve.
      required: false
      in: query
      schema:
        type: integer
    ApiVersionHeader:
      name: X-Api-Version
      description: Specify API version, for example '1.0'. By default, the version configured in the company settings is used.
      required: false
      in: header
      schema:
        type: string
    PageSize:
      name: page_size
      description: The number of records returned in each page.
      required: false
      in: query
      schema:
        type: integer
  securitySchemes:
    OAuth2:
      type: oauth2
      description: OAuth 2.0 Access Token (Default)
      flows:
        clientCredentials:
          tokenUrl: /oauth/token
          scopes: {}