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openapi: 3.2.0
info:
version: 1.0.0
x-logo:
url: https://developers.unqork.io/unqork-logo.png
backgroundColor: '#FFFFFF'
title: Unqork Customer Credentials API
description: "\nUnqork's customer REST API, based on open standards, allows you to set and retrieve module submission data, as well as control other aspects of your Unqork environment. You can use any web development language to access the API, as communication is over secured HTTP.\n## URI Structure and Methods\nAll API communication will occur over SSL (HTTPS). All API responses are in JSON format.\nAll Unqork requests begin with the prefix:\n\n```\n https://{yourSubdomain}.unqork.io/api/1.0\n```\n\nFor example, if your subdomain is **xyzfinancial**, you would use the prefix `https://xyzfinancial.unqork.io/api/1.0`.\n\nThe next segment of the URI path will vary based on the endpoint of the request.\n\nA given endpoint (resource) has a series of actions (methods) associated with it. The Unqork API supports these standard HTTP methods:\n\n- **GET** - retrieves data\n\n- **PUT** - updates existing data\n\n- **POST** - creates new data\n\n- **DELETE** - deletes existing data\n\nFor example, you can use the POST action on the module submission resource to create a new module submission.\n## Paging\nPaged endpoints use the [Link header](https://www.w3.org/wiki/LinkHeader). If the link header \"next\" is present, then there are more items to retrieve, and the \"next\" should be followed.\n## Cloud Storage Delivery\nUnqork exposes generated PDFs, uploaded attachments, and other file-like pieces of submission data via Cloud Storage Delivery URLs. These are signed, expiring links that allow the user to securely retrieve files stored in Unqork. Links can appear inside raw submission data, or they can be returned from PDF transform submission endpoints.\n\nThese links cannot be shared with other parties; only the user who generates the unique link (by either submitting the file or accessing the submission where the file has been saved) will be able to use that specifically generated link. This means that the user must be authenticated (either in the browser, or by passing a valid OAuth Bearer token) in order to retrieve the file.\n\nCloud Storage Delivery URLs will look like this:\n\n`https://xyzfinancial.unqork.io/fbu/files/{filePath}?signature={signature}`\n\nThe file can be retrieved by accessing the link in the browser, or like this:\n\n```\n $ curl -H \"Authorization: Bearer {access_token}\" https://xyzfinancial.unqork.io/fbu/files/{filePath}?signature={signature}\n```\n## Nomenclature\nPreviously, \"Modules\" were called \"Forms\". This nomenclature change affects all endpoints documented here in paths, request parameters, and response bodies (e.g. `forms -> modules`, `formId -> moduleId`; however, the behaviors of the endpoints are the same. The previous endpoints will continue to be supported, but they will be deprecated in the future.\n## API Access Notes\n#### Express Module and Workflow Access <a name=\"express-module-workflow-access\"></a>\nExpress Module and Workflow Access is determined by a User's Role and the Module's permissions. An Express User's Role is specified at the environment level, but can be overwritten at the Application level using Application Roles. If Module Permissions are used, the permission settings will specify what access (Read, Write, Obfuscate, or None) a User will have to the Module. Anonymous Users may also be able to access a Module if the permission settings allow it.\n#### Submission Access <a name=\"submission-access\"></a>\nSubmission Access is determined by a User's Role, Groups, and if they are the owner of the Submission. A Submission owner is the user that created or updated the Submission. If a user is a Submission owner, Designer Administrator, or an Express Super User, the user has access to the Submission. If the User does not have access to the Module or Workflow that the Submission is associated with, then the User will not have access to the Submission. See Express Module and Workflow Access ([Express Module and Workflow Access](#express-module-workflow-access)). A User's Role Groups can also provide a User Access to a Submission. A User needs to have Intersecting Groups with the Submission Owner. Intersecting Groups means a User has a Role with a Group (Groups assigned directly to the User do not count) that is in the Submission owner's groups (the Submission owners Role Groups or the Submission owners User Groups). If a User has Intersecting Groups:\n- And the Group type is ignore role, a User that has Intersecting Groups can access the Submission.\n- And the Group type is Role descendents, a User that has Intersecting Groups and the Submission owner's Role is a descendant of the User's Role then the User can access the Submission.\n- And the Group type is own Role and descendents, a User that has Intersecting Groups and the Submission owner's Role is a descendent of the User's Role or the User's Role is the same as the Submission owner's Role then the User can access the Submission.\n"
servers:
- url: https://{host}/api/1.0
variables:
host:
default: env.unqork.io
description: Environment host
security:
- OAuth2: []
tags:
- name: Credentials
paths:
/credentials:
get:
tags:
- Credentials
summary: Get credentials
operationId: credentialsGetAll
description: "Get credentials.\n### Authorization Required:\n - Designer Administrator\n"
parameters:
- name: limit
in: query
schema:
type: integer
default: 100000
description: 'Integer to limit the number of applications returned (Cannot exceed 1000)
'
- name: sort
in: query
schema:
type: string
default: created
description: 'Field to sort found applications by
'
- name: offset
in: query
schema:
type: integer
default: 0
description: 'Offset for paginated results
'
- name: sortOrder
in: query
schema:
type: integer
default: -1
description: 'Sort order for found applications (1 = ascending, -1 = descending)
'
- name: filter
in: query
schema:
type: string
description: "Filter conditions for searching users, formatted like `?filter=name=Bill`. The filters should be `;` separated, as shown below. Supported fields are \"credentialType\", \"name\". All filter conditions are \"starts with\". NOTE: When filtering on `created` and `modified`, all timestamps are in UTC. You need to encode reserved url characters if they are part of the data you are filtering. Example, * ' ( ) : @ & = + $ , / ? % # [ ] You need to double encode `;` as `%253B` if it is a part of the data you are filtering.\n\nExamples:\n - `filter=email=john@doe.com` will fetch all users starting with email \"john@doe.com\"\n - `filter=role=Admin;created>2019-06-11T21:50:57.067Z` will fetch all user with role starting with \"Admin\" and created after \"2019-06-11T21:50:57.067Z\" (UTC)\n - `filter=modified=2019-06-11T21:50:57.067Z` will fetch users modified at exactly \"2019-06-11T21:50:57.067Z\" (UTC)\n - `filter=created>2019-06-11T00:00:00.000Z;created<2019-06-20T00:00:00.000Z` will fetch users created between \"2019-06-11T00:00:00.000Z\" (UTC) and \"2019-06-20T00:00:00.000Z\" (UTC)\n\n\nSupported operators (as specified in this library [api-query-params](https://github.com/loris/api-query-params)):\n - key=val `type=public`\n - key>val `count>5`\n - key>=val `rating>=9.5`\n - key<val `createdAt<2016-01-01`\n - key<=val `score<=-5`\n - key!=val `status!=success`\n - key=val1,val2 `country=GB,US`\n - key!=val1,val2 `lang!=fr,en`\n - key `phone`\n - !key `!email`\n - key=/value/<opts> `email=/@gmail\\.com$/i`\n - key!=/value/<opts> `phone!=/^06/`\n\nNote: multiple forward slashes (/) are interpreted as a regex. To use a string comparison wrap your parameter with string(). Ex. email=string(/@gmail\\.com$/i).\n"
responses:
'200':
description: Array containing JSON objects of each found credential
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/CredentialResponse'
default:
description: Error
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
post:
tags:
- Credentials
summary: Create credential
operationId: credentialsCreate
description: "Create a credential.\n### Authorization Required:\n - Designer Administrator\n"
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/CredentialRequest'
responses:
'200':
description: JSON describing the created credential
content:
application/json:
schema:
$ref: '#/components/schemas/CredentialResponse'
default:
description: Error
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
/credentials/{clientId}:
put:
tags:
- Credentials
summary: Update credential
operationId: credentialsUpdate
description: "Updates an existing credential.\n### Authorization Required:\n - Designer Administrator\n"
parameters:
- $ref: '#/components/parameters/CredentialId'
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/CredentialRequest'
responses:
'200':
description: JSON describing the updated credential
content:
application/json:
schema:
$ref: '#/components/schemas/CredentialResponse'
default:
description: Error
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
delete:
tags:
- Credentials
summary: Delete credential
operationId: credentialsDeleteById
description: "Deletes credential.\n### Authorization Required:\n - Designer Administrator\n"
parameters:
- $ref: '#/components/parameters/CredentialId'
responses:
'204':
description: Deleted
default:
description: Error
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
/credentials/{clientId}/revoke:
put:
tags:
- Credentials
summary: Revoke credential
operationId: credentialsRevoke
description: "Revoke an existing credential.\n### Authorization Required:\n - Designer Administrator\n"
parameters:
- $ref: '#/components/parameters/CredentialId'
responses:
'204':
description: Revoked
default:
description: Error
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
components:
parameters:
CredentialId:
name: clientId
in: path
description: Unique client ID
required: true
schema:
type: string
schemas:
CredentialRequest:
type: object
required:
- clientId
- clientSecret
- name
properties:
clientId:
type: string
description: Client ID of the credential.
clientSecret:
type: string
description: Client secret of the credential.
description:
type: string
description: Description of the credential.
designerRoles:
type: string
description: Creator roles of the credential.
expressRoles:
type: string
description: Express roles of the credential.
name:
type: string
description: Name of the credential.
CredentialResponse:
type: object
required:
- clientId
- name
- role
- roles
- created
- status
- credentialType
properties:
clientId:
type: string
description: Client ID of the credential.
name:
type: string
description: Name of the credential.
role:
type: string
description: Express role of the credential.
roles:
type: array
items:
type: string
description: Creator or Express roles of the credential.
groups:
type: array
items:
type: string
description: Express groups of the credential.
applicationRoles:
type: object
description: Application Express roles of the credential.
created:
type: string
description: Date of when the credential was created.
modified:
type: string
description: Date of when the credential was modified.
status:
type: string
description: Status of the credential.
credentialType:
type: string
description: Type of the credential (Creator or Express).
expireDate:
type: string
description: Date of when the credential expires.
Error:
type: object
description: Error
required:
- code
- message
properties:
code:
description: HTTP status code
type: integer
format: int32
enum:
- 400
- 401
- 403
- 404
- 412
- 500
message:
description: Error message
type: string
securitySchemes:
OAuth2:
description: "The Unqork API implements the [OAuth 2.0 Client Credentials Grant](https://datatracker.ietf.org/doc/html/rfc6749#section-1.3.4) and the [OAuth 2.0 Password Grant](https://tools.ietf.org/html/rfc6749#section-1.3.3). Access via OAuth2 Client Credentials Grant can be utilized by creating Client Credentials through the API Access Management Administration page. Access via OAuth2 Password Grant can be enabled for all users in Environment Administration. Once OAuth2 Password Grant is enabled, all Unqork users can use their Unqork username/password to retrieve an access token.\n\nIn order to utilize any of the API resources, you must first retrieve an access token by POSTing your credentials to the access token URL, e.g. using `curl`:\n```\n $ curl -u '{clientId}:{clientSecret}' -X POST --basic https://xyzfinancial.unqork.io/api/1.0/oauth2/access_token -d \"grant_type=client_credentials\"\n```\nOr:\n```\n $ curl -X POST https://xyzfinancial.unqork.io/api/1.0/oauth2/access_token -d \"grant_type=password&username={username}&password={password}\"\n```\nThis returns an \"access_token\", which you would then retain and use in any subsequent resource requests. **Access tokens expire after one hour, at which point you must retrieve a new one.** The access token should be included in a request header:\n```\n $ curl -H \"Authorization: Bearer {access_token}\" https://xyzfinancial.unqork.io/api/1.0/{endpoint}\n```\n"
type: oauth2
flows:
clientCredentials:
tokenUrl: https://xyzfinancial.unqork.io/api/1.0/oauth2/access_token
scopes:
none: N/A
password:
tokenUrl: https://xyzfinancial.unqork.io/api/1.0/oauth2/access_token
scopes:
none: N/A