nCino

nCino Team Member Assignments API

Endpoints pertaining to team member assignments

Documentation GitHub OpenAPI

Operations 5

POST /users/team_members/{team_member_id}/assignments Create a team member assignment #

GET /users/team_members/{team_member_id}/assignments Retrieve team member assignments #

GET /users/team_members/{team_member_id}/available_assignments/{assignment_type} List available assignments for a team member #

GET /users/team_members/{team_member_id}/assignments/{account_assignment_id} Retrieve a team member assignment #

DELETE /users/team_members/{team_member_id}/assignments/{account_assignment_id} Delete a team member assignment #

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OpenAPI Specification

openapi: 3.2.0
info:
  title: nCino Mortgage Team Member Assignments 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: Team Member Assignments
  description: Endpoints pertaining to team member assignments
paths:
  /users/team_members/{team_member_id}/assignments:
    post:
      tags:
      - Team Member Assignments
      operationId: team_member_assignments-create
      parameters:
      - name: team_member_id
        description: Team member ID.
        required: true
        in: path
        schema:
          type: string
          format: uuid
      - $ref: '#/components/parameters/ApiVersionHeader'
      responses:
        '201':
          description: Created team member assignment
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ResourceCreated'
          headers:
            X-Api-Version:
              $ref: '#/components/headers/ApiVersionResponseHeader'
            X-Api-Supported-Versions:
              $ref: '#/components/headers/ApiSupportedVersionsResponseHeader'
        '409':
          description: Assignment already exists or super resource already grants access
          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: This endpoint will create a > assignment.
      summary: Create a team member assignment
      requestBody:
        description: ''
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/AccountAssignmentCreateBody'
    get:
      tags:
      - Team Member Assignments
      operationId: team_member_assignments-index
      parameters:
      - name: assignment_type
        description: Assignment type enum key by which to filter assignments (i.e. all branches to which a team member may be assigned).
        required: false
        in: query
        schema:
          $ref: '#/components/schemas/AccountAssignmentType'
      - name: team_member_id
        description: Team member 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/AccountAssignmentPagination'
          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: This endpoint will retrieve > assignments.
      summary: Retrieve team member assignments
  /users/team_members/{team_member_id}/available_assignments/{assignment_type}:
    get:
      tags:
      - Team Member Assignments
      operationId: team_member_assignments-index_available
      parameters:
      - name: assignment_type
        description: Assignment type enum key by which to filter available assignments (i.e. all available branches to which a team member may be assigned).
        required: true
        in: path
        schema:
          $ref: '#/components/schemas/AccountAssignmentType'
      - name: team_member_id
        description: Team member 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/AvailableAssignmentPagination'
          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: 'This endpoint will list available assignments for a >. Assigning a team member to another resource provides them access to that resource''s loans and the ability to interact with those >s.

        Assignments are restricted by the team member''s placement within the organization and possible setting configuration.'
      summary: List available assignments for a team member
  /users/team_members/{team_member_id}/assignments/{account_assignment_id}:
    get:
      tags:
      - Team Member Assignments
      operationId: team_member_assignments-show
      parameters:
      - name: account_assignment_id
        description: Assignment ID.
        required: true
        in: path
        schema:
          type: string
          format: uuid
      - name: team_member_id
        description: Team member 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/AccountAssignment'
          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: This endpoint will retrieve a > assignment.
      summary: Retrieve a team member assignment
    delete:
      tags:
      - Team Member Assignments
      operationId: team_member_assignments-destroy
      parameters:
      - name: account_assignment_id
        description: Assignment ID.
        required: true
        in: path
        schema:
          type: string
          format: uuid
      - name: team_member_id
        description: Team member ID.
        required: true
        in: path
        schema:
          type: string
          format: uuid
      - $ref: '#/components/parameters/ApiVersionHeader'
      responses:
        '204':
          description: Successfully deleted team member assignment
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/NoContent'
          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: This endpoint will delete a > assignment.
      summary: Delete a team member assignment
components:
  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
  schemas:
    NoContent:
      type: object
      properties: {}
      additionalProperties: false
    AccountAssignment:
      allOf:
      - $ref: '#/components/schemas/AbstractResourceModel'
      - type: object
        properties:
          assignor_type:
            allOf:
            - $ref: '#/components/schemas/AccountAssignmentType'
            description: Type of entity the relevant account has access to.
          assignor_name:
            type: string
            description: Name of the entity the relevant account has access to.
          assignor_id:
            type: string
            format: uuid
            description: ID of the entity the relevant account has access to.
        required:
        - assignor_type
        - assignor_name
        - assignor_id
        additionalProperties: false
      description: User <<glossary:assignment>> record
    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
    AvailableAssignment:
      allOf:
      - $ref: '#/components/schemas/AbstractResourceModel'
      - type: object
        properties:
          assignment_type:
            allOf:
            - $ref: '#/components/schemas/AccountAssignmentType'
            description: Assignment's type.
          name:
            type: string
            description: Assignment's name.
        additionalProperties: false
      description: Available <<glossary:assignment>> record
    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
    AccountAssignmentType:
      type: string
      enum:
      - BRANCH
      - COMPANY
      - LOAN_OFFICER
      - REGION
      description: Assignment type enum key.
    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
    AccountAssignmentPagination:
      allOf:
      - $ref: '#/components/schemas/AbstractPagination'
      - type: object
        properties:
          contents:
            type: array
            items:
              $ref: '#/components/schemas/AccountAssignment'
        required:
        - contents
    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
    AccountAssignmentCreateBody:
      type: object
      properties:
        assignor_type:
          allOf:
          - $ref: '#/components/schemas/AccountAssignmentType'
          description: Type of entity the relevant account will have access to.
        assignor_id:
          type: string
          format: uuid
          description: ID of the entity the relevant account will have access to.
      required:
      - assignor_type
      - assignor_id
      description: Available properties for creating an account assignment.
      additionalProperties: false
    AvailableAssignmentPagination:
      allOf:
      - $ref: '#/components/schemas/AbstractPagination'
      - type: object
        properties:
          contents:
            type: array
            items:
              $ref: '#/components/schemas/AvailableAssignment'
        required:
        - contents
    ResourceCreated:
      allOf:
      - $ref: '#/components/schemas/AbstractResourceModel'
      description: Resource created model
  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: {}