Whitespace Questionnaire API

openapi: 3.2.0
info:
  version: 0.1.0
  title: Whitespace Platform Questionnaire API
  description: <div>Last update 29th May 2025</div> <p/> <div>Our intention is to cover the API calls most of use to those wanting  to integrate external systems to the Whitespace Platform. We will give  some descriptions about usage, but put full detail in standalone documents at  <a href='https://apidocs.whitespace.co.uk/'>https://apidocs.whitespace.co.uk/</a>. We intend to have the published endpoints and schemas documented to the  level that the code generated can be used safely and without modification to call our APIs safely.</div>  <p/> <div>Calls exclusive to brokers or underwriters have a comment of Broker Only and Underwriter Only respectively. All other calls work for both, but functionality might depend on the stage the risk is at, or other contextual factors.</div> <div>Where certain properties refer to RootID or similar, they are actually referring to the ID of the entire slip, encompassing all stages and instances of the contract. This is a unique 38-character reference starting with the letters IC. If they mention riskID or docID or placingID, these are refering to the ID of a specific document or contract instance within the slip. This is always the RootID of the base slip followed by a double colon, ::, and further characters.</div> <div> Once your Integration is ready to go live, the URL for production is <b>https://www.whitespaceplatform.com</b></div>
servers:
- description: Sandbox Environment
  url: https://sandbox.whitespace.co.uk/
- description: Tess Environment
  url: https://tess.whitespace.co.uk/
- description: Beta Environment
  url: https://beta.whitespace.co.uk/
- description: Staging Environment
  url: https://staging.whitespace.co.uk/
security:
- bearerAuth: []
tags:
- name: Questionnaire
paths:
  /api/v23.09/data/questionnaire/{riskID}:
    get:
      summary: Gets a list of answered Questions in the risk
      description: Get a list of Questions with their Answers from the questionnaire associated with the risk. NOTE this only returns questions which have been answered. As such, this call is intended for integrators looking to extract data from the questionnaire, while the questionnaire/answer endpoint is more suitable for answering outstanding questions.
      tags:
      - Questionnaire
      parameters:
      - in: path
        name: riskID
        schema:
          type: string
        required: true
        description: The unique ID of the risk
        example: IC63D86D53-3B1F-459F-9D35-5C2D4F0E4854
      responses:
        '200':
          description: successful response
          content:
            application/json:
              schema:
                type: object
                properties:
                  questions:
                    type: array
                    items:
                      type: object
                      properties:
                        tag:
                          type: string
                          example: Pension_Or_Benefits_Plan_Company_Sponsor
                        value:
                          type: string
                          example: 'Yes'
                        id:
                          type: string
                          example: Pension or Benefits Plan - Company Sponsor
                        label:
                          type: string
                          example: Does the company sponsor any pension or benefits plan?
                        table:
                          type: object
                          properties:
                            rows:
                              type: array
                              items:
                                type: object
                                additionalProperties:
                                  oneOf:
                                  - type: string
                                  - type: number
                                  - type: object
                                    properties:
                                      value:
                                        type: string
                                        example: GBP 1,000,000
                                      phType:
                                        type: string
                                        example: Amount
                                  description: A cell value (string, number, or an object with value/phType)
                            labels:
                              type: object
                              additionalProperties:
                                type: string
                              example:
                                Total_Plan_Assets_Amount: Total Plan Assets Amount
                                Asset_Amount_Year: Year
                  metadata:
                    type: object
                    properties:
                      userID:
                        type: string
                        example: MU9FCFC64E-7694-420A-BE61-2ABEDB3E8F52
                      fetchedAt:
                        type: string
                        format: date-time
                        example: '2024-12-16 10:16:04'
                      documentID:
                        type: string
                        example: IC193F7106-EF8F-4F30-A217-7A6DA1258505
                      documentRevision:
                        type: string
                        example: 7-56a99bd7700e9a8bf17475c9063ed230
                      env:
                        type: string
                        example: apitest
                  rev:
                    type: string
                    example: 2-af869e73e714e1f2ba3a7770566135ad
              example:
                questions:
                - tag: Pension_Or_Benefits_Plan_Company_Sponsor
                  value: 'Yes'
                  id: Pension or Benefits Plan - Company Sponsor
                  label: Does the company sponsor any pension or benefits plan?
                - tag: Plans_Adequately_Funded
                  value: 'Yes'
                  id: Plans Adequately Funded
                  label: Are the plans adequately funded as attested by an Actuary?
                - tag: Total_Participants_Of_Plans
                  value: '1'
                  id: Total Participants of Plans
                  label: What is the total number of participants of the plans?
                - id: Total Plan Assets Amount
                  label: What is the total plan assets amount(all plans combined)?
                  table:
                    rows:
                    - Total_Plan_Assets_Amount:
                        value: GBP 1,000,000
                        phType: Amount
                      Asset_Amount_Year: '2024'
                    - Asset_Amount_Year: '2025'
                      Total_Plan_Assets_Amount:
                        value: USD 2,000,000
                        phType: Amount
                    labels:
                      Total_Plan_Assets_Amount: Total Plan Assets Amount
                      Asset_Amount_Year: Year
                metadata:
                  userID: MU9FCFC64E-7694-420A-BE61-2ABEDB3E8F52
                  fetchedAt: '2024-12-16 10:16:04'
                  documentID: IC193F7106-EF8F-4F30-A217-7A6DA1258505
                  documentRevision: 7-56a99bd7700e9a8bf17475c9063ed230
                  env: apitest
  /api/questionnaire/{riskID}:
    get:
      summary: Gets a list of Questions in the risk
      description: Get a full list of Questions that have been added to a risk/template''s questionnaire. This list includes Questions that do not yet have answers, and provides information about the rules/validations applying to a Question. As such, this call is intended for integrators looking to use the questionnaire/answer endpoint to add answers via API, while the v23.09/data/questionnaire call is more suitable for extracting data.
      tags:
      - Questionnaire
      parameters:
      - in: path
        name: riskID
        schema:
          type: string
        required: true
        description: The unique ID of the Risk.
        example: IC63D86D53-3B1F-459F-9D35-5C2D4F0E4854
      responses:
        '200':
          description: successful response
          content:
            application/json:
              schema:
                type: object
                properties:
                  rules:
                    type: object
                    additionalProperties:
                      type: object
                      properties:
                        type:
                          type: string
                          example: list
                          description: The type of rule, i.e 'list' or 'regex' or 'date'
                        values:
                          type: array
                          description: If rule type is list, then this will specify all the possible values the answer can have
                          items:
                            type: string
                        regex:
                          type: string
                          example: ^(?:AED|AFN|ALL|AMD|ANG|ANG|AOA|ARS|AUD|AWG|AZN|BAM|BBD|BDT|BGN|BHD|BIF|BMD|BND|BOB|BOV|BRL|BSD|BTN|BWP|BYR|BZD|CAD|CDF|CHE|CHF|CHW|CLF|CLP|CNY|COP|COU|CRC|CUC|CUP|CVE|CZK|DJF|DKK|DOP|DZD|EGP|ERN|ETB|EUR|FJD|FKP|GBP|GEL|GHS|GIP|GMD|GNF|GTQ|GYD|HKD|HNL|HRK|HTG|HUF|IDR|ILS|INR|IQD|IRR|ISK|JMD|JOD|JPY|KES|KGS|KHR|KMF|KPW|KRW|KWD|KYD|KZT|LAK|LBP|LKR|LRD|LSL|LTL|LYD|MAD|MDL|MGA|MKD|MMK|MNT|MOP|MRO|MUR|MVR|MWK|MXN|MXV|MYR|MZN|NAD|NGN|NIO|NOK|NPR|NZD|OMR|PAB|PEN|PGK|PHP|PKR|PLN|PYG|QAR|RON|RSD|RUB|RWF|SAR|SBD|SCR|SDG|SEK|SGD|SHP|SLL|SOS|SRD|SSP|STD|SVC|SYP|SZL|THB|TJS|TMT|TND|TOP|TRY|TTD|TWD|TZS|UAH|UGX|USD|UYI|UYU|UZS|VEF|VND|VUV|WST|XAF|XCD|XDR|XOF|XPF|XSU|XUA|YER|ZAR|ZMW|ZWL)[ -]?(?:\d{1,3}(?:,\d{3})*|\d{1,9})(?:\.\d{1,4})?\$|^(?:nil|none|Nil|None|NIL|NONE)\$
                        example:
                          type: string
                          example: GBP 1,000,000
                        phType:
                          type: string
                          example: Amount
                          description: Placeholder type i.e 'Amount' or 'Date'
                        template:
                          type: string
                          example: CCY AMOUNT
                          description: A template of how an answer should look
                  tags:
                    type: object
                    additionalProperties:
                      type: object
                      properties:
                        ruleID:
                          type: string
                          example: '37'
                          description: Look up the ruleId in the Rules array to get information on the rule
                        preferredListPresentation:
                          type: string
                          example: buttons
                          description: How the list of values should be presented to the user
                  questions:
                    type: array
                    items:
                      type: object
                      properties:
                        text:
                          type: string
                          example: Who is the client contact?
                          description: The text of the question
                        answer:
                          type: string
                          example: Bruce Crown
                          description: The answer to the question
                        id:
                          type: string
                          example: Client Contact Name
                          description: The unique ID of the question
                        dependents:
                          type: array
                          items:
                            description: If any other questions are dependant on this question, the Id''s will be shown here
                            type: object
                            properties:
                              id:
                                type: string
                                example: Client Contact Name
                        tag:
                          type: string
                          example: Client_Contact_Name
                          description: The tag of the question
                        condition:
                          description: If the question requires a condition for it to appear, details will be shown here
                          type: object
                          properties:
                            question:
                              type: object
                              properties:
                                id:
                                  type: string
                            value:
                              type: string
                        table:
                          type: array
                          items:
                            type: object
                            properties:
                              text:
                                type: string
                              tag:
                                type: string
  /api/questionnaire/{riskID}/answer:
    post:
      tags:
      - Questionnaire
      summary: Add Answers to a set of questions - Broker Only
      description: Use the GET /questionnaire endpoint OR go via /risks/{riskID} to obtain a list of questions available on the risk/template. This call is then used to add answers to the relevant questions. You need to add all the answers in one payload. NOTE that because some questions are dependent on others being answered in a specific way, some of the answers added might not appear in the UI until the parent questions have been answered appropriately.
      parameters:
      - in: path
        name: riskID
        schema:
          type: string
        required: true
        description: The unique ID of the risk/template
        example: IC213DA609-D6B5-4A05-86B8-3FD91E861F57
      requestBody:
        content:
          application/json:
            schema:
              type: object
              properties:
                rev:
                  type: string
                  example: 2-af869e73e714e1f2ba3a7770566135ad
                answers:
                  type: array
                  items:
                    type: object
                    properties:
                      id:
                        type: string
                        description: the ID of the question
                        example: Client Contact Name
                      dataType:
                        type: string
                        description: can be 'text' or 'date'
                        example: text
                      value:
                        type: string
                        description: A sample text string
                        example: Bruce Crown
                    required:
                    - id
                    - dataType
                    - value
              required:
              - rev
              - answers
      responses:
        '200':
          description: successful response
          content:
            application/json:
              schema:
                type: object
                properties:
                  id:
                    type: string
                    example: ICC8C95CB8-D71F-469B-837A-45491CC4466A
                  ok:
                    type: boolean
                    example: true
                  rev:
                    type: string
                    example: 7-ade833b5c2a23808f0a8a3f95c50b883
        '401':
          $ref: '#/paths/~1api~1risks~1save/post/responses/401'
components:
  securitySchemes:
    bearerAuth:
      type: http
      scheme: bearer
      bearerFormat: JWT