JUMP TOOpen Banking APIAuthenticationGenerates a context token for the provided configurationpostWebhooksGets the list of subscriptionsgetCreate a new webhook subscriptionpostGets the details for single subscriptiongetDeletes an existing subscriptiondeleteGets the list of available topics to subscribegetTransactionsUpdates the specified transaction merchantpostUpdates the specified transaction categorypostUpdates the categories of the specified list of transactionspostUpdates the specified transaction merchantpostUpdates the specified transaction categorypostUpdates the categories of the specified list of transactionspostReturns a transactions merchant distribution collection for the given criteriagetReturns a transactions distribution in tree hierarchygetReturns a transactions monthly average amounts for the given criteriagetReturns a transactions label distribution collection for the given criteriagetReturns a transactions augmentation status for the given typegetReturns a transactions collection for the given criteriagetReturns all merchantsgetReturns all merchantsgetReturns a transactions category hierarchy for given tenantgetReturns a transactions collection for the given criteriagetReturns a transactions merchant distribution collection for the given criteriagetReturns a transactions distribution in tree hierarchy for clientgetReturns a transactions monthly average amounts for the given criteriagetReturns a transactions label distribution collection for the given criteriagetReturns a transactions augmentation status for the given typegetReturns all merchantsgetReturns all merchantsgetReturns a transactions category hierarchy for given tenantgetProvidersExecutes revoke action for the specified provider associated to the current client context matching the provider identifierpostExecutes prolongation action at the provider level associated to the current clientpostExecutes prolongation action for all providers associated to the current clientpostExecutes revoke action for the specified provider associated to the current client context matching the provider identifierpostExecutes prolongation action at the provider level associated to the current clientpostExecutes prolongation action for all providers associated to the current clientpostExecutes prolongation action for all providers associated to the current clientpostPerforms the accounts link action to DaaS for the specified provider identifier and configuration detailspostReturns the full provider and account link details for the given provider identifiergetReturns the full institution details for the specified provider identifiergetReturns the full provider and account link details for the given provider identifiergetReturns the full institution details for the specified provider identifiergetFact FindReturn life insurance calculatorgetSave life insurance calculatorpostReturn life insurance calculatorgetReturn life insurance calculatorgetSave life insurance calculatorpostSave life insurance calculatorpostReturn life insurance calculator configurationgetReturn life insurance calculator configurationgetReturns income and expenditure data in the fact find for a customergetReturns income and expenditure data in the fact find for a customergetReturn life insurance calculator configurationgetReturn life insurance calculator configurationgetInstitutionsPerform the provider's authentication refresh action by submitting link requestpostPerform the accounts link action to DaaS for the specified provider identifier and configuration detailspostExecutes revoke action at the institution level for all the underlying providers associated to the current client context matching the institution identifierpostExecutes a convert datasource action at the institution level for all the underlying providers associated to the current client context matching the institution identifierpostPerform the provider's authentication refresh action by submitting link requestpostExecutes revoke action at the institution level for all the underlying providers associated to the current client context matching the institution identifierpostExecutes a convert datasource action at the institution level for all the underlying providers associated to the current client context matching the institution identifierpostReturns an institution collection for the given criteriagetReturns the full institution details for the specified institution identifiergetReturns the list of providers for the specified institution identifiergetReturns the full provider and account link details for the given provider identifiergetGet the authentication details for the specified provider identifiergetReturns an account collection for the given criteria and institutiongetGets institution collection for the given criteriagetGets the full institution details for the specified institution identifiergetReturns the list of providers for the specified institution identifiergetReturns the full provider and account link details for the given provider identifiergetGets the authentication details for the specified provider identifiergetReturns an account collection for the given criteria and institutiongetBudgetsGets the budgets for the provided query under the clientgetSaves the provided budgetpostGets the budgets for the provided query under the clientgetSaves the provided budgetpostGets the budget for the specified identifiergetDeletes the budget for the specified identifierdeleteGets the budget for the specified identifiergetGets the budget for the specified identifiergetDeletes the budget for the specified identifierdeleteGets the budget for the specified identifiergetBalanceGets client's account balance over time summarypostReturns user’s balance over time periodpostGets client balance for all his linked accountsgetReturns customer balance for all linked accountsgetAccountingPackageValidates if a token can be used to link a lead, returning 200, OK if so, otherwise a 422 status code with a descriptiongetValidates if a token can be used to link a lead, returning 200, OK if so, otherwise a 422 status code with a descriptiongetSystem InfoReturn system infogetReturn system infogetSubTenantsGets subtenants identifier collection for the given search criteriagetExpenditureReturns user’s expenditure defined by periodgetGets user expenditure overview for the given periodgetClientsGets clients collection for the given criteriagetGets client for the given identifiergetAccountsGets client accounts for the given criteriagetGets full account details for the specified account identifiergetReturns an account collection for the given criteriagetReturns the full account details for the specified account identifiergetAdvisersGets advisers identifier collection for the given search criteriagetProduct Builder APIAccountingInventoriesGets accounting inventories by given code.getCreates accounting inventories.postPartially updates accounting inventory by given id.patchAccountingTrackingOptionsGets accounting tracking options by given stakeholder id.getCreates accounting tracking options for stakeholder by given stakeholder id.postUpdates accounting tracking options for stakeholder by given stakeholder id.putAggregatesAndPacksGets the aggregate and pack for given aggregate id.getCreates the aggregate and pack for given product by id.postCreates the aggregate and pack for given product core by id.postCreates the aggregate and pack for given distributor by id.postPartially updates aggregate and packpatchAllocationDefinitionsGets the allocations of product by given product id.getCreates allocations of product by given product id.postUpdates allocations of product by given product id.putGets the allocations of product core by given product core id.getCreates allocations of product core by given product core id.postUpdates allocations of product core by given product core id.putAutoTestAggregatesCreates autotest aggregate for product.postUpdates autotest aggregate for product.putGets autotest aggregate by given idgetCalculatedParameterDefinitionsGets the calculated parameter definitions of product by given product id.getCreates calculated parameter definitions of product by given product id.postUpdates calculated parameter definitions of product by given product id.putGets the calculated parameter definitions of product core by given product core id.getCreates calculated parameter definitions of product core by given product core id.postUpdates calculated parameter definitions of product core by given product core id.putCarriersCreates carrier.postPartially update carrier.patchGets the carrier for given id.getGets the carrier for given prefix.getChartOfAccountsGets chart of accounts of product by given product id.getCreates accounting charts for product by given product id.postUpdates accounting charts for product by given product id.putClaimClassesGet claim classes of product core by given product core id.getCreates claim classes of product core by given product core id.postUpdates claim classes of product core by given product core id.putCompaniesCreates company.postPartially update company.patchGets the company for given id.getGets the company for given prefix.getCreditProductSettingsCreates Credit Product settings for product.postUpdates only sent Credit Product settings for product.patchDelete Credit Product settings for product.deleteDistributorsCreates distributor.postPartially update distributor.patchGets the distributor for given id.getGets the distributor for given prefix.getCreates credentials for distributor.postCreates credentials for distributor.postDocumentManagenentUploads single template to document pack.postUploads single template to document pack.postUploads single template to document pack.postUploads single template to document pack.postGet Document Types.getGet Document Types.getUpdates Display Name and/or Update document templatepostUpdates Display Name and/or Update document templatepostRemoves templates from Pack.postRemoves templates from Pack.postArchives document template by given template id.postArchives document template by given template id.postRemoves templates from Pack.getRemoves templates from Pack.getDynamicPropertiesDefinitionsGets the dynamic property definitions of product by given product id.getCreates dynamic property definitions of product by given product id.postUpdates dynamic property definitions of product by given product id.putGets the dynamic property definitions of product core by given product core id.getCreates dynamic property definitions of product core by given product core id.postUpdates dynamic property definitions of product core by given product core id.putEndorsementDefinitionsGets endorsement definitions for product by given product idgetCreates endorsement definitions for product by given product idpostUpdates endorsement definitions for product by given product idputInvoiceEligibilitySettingsCreates Fundable Invoice Eligibility settings for product.postUpdates only sent Fundable Invoice Eligibility settings for product.patchDelete Fundable Invoice Eligibility settings for product.deleteLendersCreates lender.postPartially update lender.patchGets the lender for given id.getGets the lender for given prefix.getMTASettingsCreates MTA settings for product.postUpdates only sent MTA settings for product.patchDelete MTA settings for product.deleteNotificationDefinitionsGets the notification definitions of product core by given product core id.getCreates the notification definitions of product core by given product core id.postUpdates the notification definitions of product core by given product core id.putGets the notification definitions of product by given product id.getCreates the notification definitions of product by given product id.postUpdates the notification definitions of product by given product id.putOProductBuilderDistributorsGet distributors as enumerable collection.getGet distributors as enumerable collection.getOProductBuilderDocumentPacksGet document packs as queryable collection.getGet document packs as queryable collection.getGet document packs for product as queryable collection.getGet document packs for product as queryable collection.getGet document packs for product core as queryable collection.getGet document packs for product core as queryable collection.getGet document packs for distributor as queryable collection.getGet document packs for distributor as queryable collection.getGet document packs for lender as queryable collection.getGet document packs for lender as queryable collection.getOProductBuilderDocumentPackTemplatesGet templates for document packs as queryable collection.getGet templates for document packs as queryable collection.getOProductBuilderProductsGet products as enumerable collection.getOProductBuilderVariableDefinitionsGet variable definitions as queryable collection.getGet variable definitions as queryable collection.getPayerDefinitionsGets the payer definitions of product core by given product core id.getPost payer definitions of product core by given product core id.postPut payer definitions of product core by given product core id.putPaymentMethodsGets the payment method by given id.getUpdates the payment method by given id.putDeletes the payment method by given id.deleteGets the payment methods for product by given product id.getCreates the payment method for product by given product id.postPolicyRenewalSettingsCreates Policy Renewal settings for product.postCreates Policy Renewal settings for product.postUpdates only sent Policy Renewal settings for product.patchUpdates only sent Policy Renewal settings for product.patchDelete Policy Renewal settings for product.deleteDelete Policy Renewal settings for product.deleteProductComponentsGets the components of product by given product id.getCreates the product components for given product by id.postUpdates the product components for given product by id.putProductCoreComponentsGets the components of product core by given product core id.getCreates the components of product core by given product core id.postUpdates the components of product core by given product core id.putProductCoresCreates the product core for product by given id.postGets the product core for given id.getPartial update product core.patchGets the complete product core for given id.getProductsCreates the product.postCreates the full product.postClone the product by given product id.postDuplicate the product by given product id.postDuplicate the product by given product id.postDuplicate product by given id with minimal input parameterspostDuplicate product by given id with minimal input parameterspostGets all product versions for given product code.getGets the product for given product code and version number.getGets the product for given id.getPartial update product.patchGets the complete product for given id.getRatesGets the rates of product by given product id.getCreates rates of product by given product id.postUpdates rates of product by given product id.putGets the rates of product core by given product core id.getCreates rates of product core by given product core id.postUpdates rates of product core by given product core id.putCreates rate groups of product by given product id.postUpdates rate groups of product by given product id. Old rate groups will be removed and replaced by new ones from request. Also all product rates of removed groups will be removed too.putGets the rate groups of product by given product id.getUpdates rate groups of product core by given product id. Old rate groups will be removed and replaced by new ones from request. Also all product core rates of removed groups will be removed too.putCreates rate groups of product core by given product core id.postGets the rate groups of product core by given product core id.getScoringModelMetadataCreates scoring model metadata for given scoring model.postUpdates scoring model metadata for given scoring model.putPartially updates scoring model metadata with given id.patchDeletes the scoring model metadata by given id.deleteScoringModelsScoringModelsGets all scoring models for given product.getCreates scoring model for given product.postClones scoring model based on scoring model with given id.postPartially updates scoring model with given id.patchStakeholderComponentsStakeholderComponentsGets the components of stakeholder by given stakeholder id.getCreates the stakeholder components for given stakeholder by id.postUpdates the stakeholder components for given stakeholder by id.putStakeholdersStakeholdersCreates stakeholder.postPartially update stakeholder.patchGets the stakeholder for given id.getGets the stakeholder for given type and name.getTestDefinitionsTestDefinitionsCreates test definition for aggregate.postUpdates Test definition by given id.putGets test definition by given id.getGets test definition by given product id.getVariableDefinitionsGets all variable definitions.getCreates variable definitions.postGets variable definition by name.getPartially updates variable definition with given name.patchDeletes variable definition with given name.deleteVariableDefinitionsGets all variable definitions.getCreates variable definitions.postGets variable definition by name.getPartially updates variable definition with given name.patchDeletes variable definition with given name.deleteRulebase Builder APIBenefitTagsGets benefit tag ids for specified rulebase.getGets benefit tags for given rulebase.getCreates the collection of benefit tags for rulebase by given rulebase idpostGets the "simple" rulebase for given id.getPartially updates benefit tag by given benefit tag idpatchDeletes the benefit tag.deleteBenefitTagsComponentsGets the benefit tag component for given benefit tag component id.getUpdates benefit tag component for given benefit tag component id.patchDeletes the benefit tag component.deleteGets the benefit tag components for given benefit tag id.getCreates the benefit tag components for given benefit tag id.postUpdates all benefit tag components for given benefit tag id.putCollectionsGets collection of collections for rulebase by given rulebase id.getCreates the collections for rulebase by given rulebase id and collections request.postGets collection of collections for rulebase by given rulebase code.getCreates the collections for rulebase by given rulebase code, version and collections request.postGets collection by given id.getCreates the collection for rulebase by given rulebase id and collection request.patchDeletes the collection.deleteGets collection by given codes.getCreates the collection for rulebase by given rulebase id and collection request.patchDeletes collection by collection code, rulebase code and versiondeleteCreates the full collections with nodes for rulebase by given rulebase id and collections request.postCreates collections for rulebase by code and versionpostContributionRulesGets all Contrubtion rules for Node by given Node Id.getCreates the collection of contribution rules for given node.postGets Contribution rule by given Contribution rule Id.getPartially updates Contribution Rule.patchUpdates Contribution Rule.putDeletes the contribution rule.deleteGets Contribution rule for standard process by given name and rulebase id which is independent on benefit tag.getEvaluates transition rule based on test definitions.postDecisionRulesGets all Decision rules for Question by given Question Id.getCreates the collection of Decision rules for Question by given Question Id.postGets all Decision rules for Subquestion by given Subquestion Id.getCreates the collection of Decision rules for Subquestion by given Subquestion Id.postGets Decision rule by given Decision rule Id.getPartial update Decision rule by Transition Rule Id.patchDeletes the decision rule.deleteGets Decision rule for standard process by given name and rulebase id which is independent on benefit tag.getMetadata/odata/$metadataget/odatagetMethodDefinitionGets method definition by given method definition IdgetUpdates method definition with given IdpatchCreates method definitionspostNodeGroupsGets node groups for collection by given collection idgetCreates Node groups for given Collection by Collection Id.postGets node group by given node group id.getPartial update Node group by Node group Id.patchDeletes the node group.deleteNodesGets nodes for collection by given collection id.getCreates Nodes for given Collection by Collection Id.postGets nodes for node group by given node group id.getCreates Nodes for given Node group by Node group Id.postGets node by given id.getPartial update Node by Node Id.patchDeletes the node.deleteUpdates node and whole tree of questions and rules.putGets complete view for node with given id.getGets all nodes inside the collection by given collection id.getCreates the collection of nodes with questions for collection by given collection id.postCreates the collection of nodes with questions for node group by given group id.postOQuestionsGet possible answers for question as queryable collection.getGet possible answers for subquestion as queryable collection.getORulebasesGet rulebases as queryable collection.getPossibleAnswersGets the collection of possible answers for question by given question id.getCreates the collection of possible answers for question by given question id.postUpdates the collection of possible answers for question by given question id.putDeletes the possible answers by question id.deleteGets the collection of possible answers for subquestion by given subquestion id.getCreates the collection of possible answers for subquestion by given subquestion id.postUpdates the collection of possible answers for question by given subquestion id.putDeletes the possible answers by subquestion id.deleteGets the possible answer by given answer id.getUpdates the possible answer by given answer id.patchQuestionsGets all Questions for Node by given Node Id.getCreates collection of questions for given node based on Node Id.postGets question by given id.getPartial update question by Question Id.patchDeletes the question.deleteGets complete view for question with given id.getGets question by given codes.getPartial update question by codes.patchDeletes the question by codes.deleteUpdates question and whole tree of sub questions and possible answers.putGets complete view for question by given codes.getGets question by given codes.getPartial update question in node group by codes.patchDeletes the question in node group by codes.deleteUpdates question and whole tree of sub questions and possible answers.putGets question by given codes.getCreates collection of questions for given node based on codes.postGets node's questions by given codes.getCreates collection of questions for given node in node group based on codes.postGets node's in node group questions by given codes.getUpdates question and whole tree of sub questions and possible answers.putRulebaseComponentsGets the rulebase component for given rulebase component id.getUpdates rulebase component for given rulebase component id.patchDeletes the rulebase component.deleteGets the rulebase components for given rulebase id.getCreate the collection of rulebase components for rulebase by given rulebase id.postUpdates the collection of rulebase components for rulebase by given rulebase id.putRulebasesGets all of the rulebases.getCreates new rulebase.postGets the "simple" rulebase for given id.getPartial update existing rulebase.patchDeletes the rulebase.deleteGets the "simple" rulebase for given code and version.getGets the rulebase for given id.getValidates format of all transition rules for the rulebase.postValidates format of all contribution rules for the rulebase.postDuplicate rulebase.postChecks if rulebase with given code exists.postSubQuestionsGets all Subquestions for Question by given Question Id.getCreates collection of subquestions for given question based on question Id.postGets node's subquestion by given subquestion code.getPartial update subquestion by codes.patchDeletes the subquestion by codes.deleteGets node's in node group subquestion by subquestion code.get/api/definitions/rulebases/{rulebaseCode}/{version}/collections/{collectionCode}/nodeGroups/{nodeGroupCode}/nodes/{nodeCode}/questions/{questionCode}/subQuestions/{subQuestionCode}patchDeletes the subquestion in node group by codes.deleteGets node's subquestions by given question code.getCreates collection of subquestions for given question based on codes.postGets node's in node group subquestions by question code.getCreates collection of subquestions for given question in node group based on codes.postGets Subquestion by given Subquestion Id.getPartial update subquestion by Subquestion Id.patchDeletes the subquestion.deleteTransitionRulesGets all Transition rules for Node by given Node Id.getCreates the collection of transition rules for node by given node idpostGets Transition rule by given Transition rule Id.getPartial update Transition rule by Transition Rule Id.patchDeletes the transition rule.deleteGets Transition rule for standard process by given name and rulebase id which is independent on benefit tag.getEvaluates transition rule based on test definitions.postFinancial Services ODataOAdvisersGets the clients for adviser with given id. (Auth scopes: DipApi)getGets the policies for adviser with given id. (Auth scopes: DipApi)getGets all payables for adviser with given id. (Auth scopes: DipApi)getGets the DataQuotes for adviser with given id. (Auth scopes: DipApi)getOAppAuditGets the audits for credit agreement with given id. (Auth scopes: AnonymousDipApi, DipApi)getGets the audits for credit instance with given id. (Auth scopes: AnonymousDipApi, DipApi)getGets the audits for prospect with given id. (Auth scopes: AnonymousDipApi, DipApi)getGets the audits for organisation with given id. (Auth scopes: AnonymousDipApi, DipApi)getOClientsGets the assets for client with given id. (Auth scopes: AnonymousDipApi, DipApi)getGets all documents for client specified by id. (Auth scopes: AnonymousDipApi, DipApi)getGets the policies for client with given id. (Auth scopes: AnonymousDipApi, DipApi)getGets the receivables for client with given id. (Auth scopes: AnonymousDipApi, DipApi)getGet quotes and applications for client with given Id. (Auth scopes: AnonymousDipApi, DipApi)getGets the DataQuoteItems for client with given id. (Auth scopes: AnonymousDipApi, DipApi)getOCountriesGets the assets for client with given id. (Auth scopes: AnonymousDipApi, DipApi)getOCreditAgreementsGets the credit instances for credit agreement with given id. (Auth scopes: AnonymousDipApi, DipApi)getGets notes for credit agreement with given id. (Auth scopes: AnonymousDipApi, DipApi)getOCreditInstancesGets payment transactions for credit instance with given id. (Auth scopes: AnonymousDipApi, DipApi)getGets repayments data for credit instance with given id. (Auth scopes: AnonymousDipApi, DipApi)getGets notes for credit agreement with given id. (Auth scopes: AnonymousDipApi, DipApi)getOLendersGets the prospects for lender with given id. (Auth scopes: DipApi)getGets the referrals for lender with given id. (Auth scopes: DipApi)getGets the organisations for lender with given id. (Auth scopes: DipApi)getGets the users for lender with given id. (Auth scopes: DipApi)getOOrganisationsGets all documents for organisation specified by id. (Auth scopes: AnonymousDipApi, DipApi)getGets the policies for organisation with given id. (Auth scopes: AnonymousDipApi, DipApi)getGets the receivables for organisation with given id. (Auth scopes: AnonymousDipApi, DipApi)getGet quotes and applications for organisation with given Id. (Auth scopes: AnonymousDipApi, DipApi)getGets the DataQuoteItems for organisation with given id. (Auth scopes: AnonymousDipApi, DipApi)getGets the credit agreements for organisation with given id. (Auth scopes: AnonymousDipApi, DipApi)getGets the fundable invoices for organisation with given id. (Auth scopes: AnonymousDipApi, DipApi)getGets notes for organisation with given id. (Auth scopes: AnonymousDipApi, DipApi)getOPoliciesGets the payments for policy with given id. (Auth scopes: AnonymousDipApi, DipApi)getOProductsGet products as enumerable collection. (Auth scopes: AnonymousDipApi, DipApi)getOUrsulaDefinitionsGet possible answers of question as enumerable collection. (Auth scopes: AnonymousDipApi, DipApi)getGet possible answers of subquestion as enumerable collection. (Auth scopes: AnonymousDipApi, DipApi)getFinancial Services APIAccountsGenerates custom token for logged-in user. This token can be used to generate access token by authorization server.postLogout action.getAddressesGets Addresses for given post codegetGets address detail for given post key.getAdviserClientsGets the clients for adviser with given id.getAdvisersGets list of advisers.getGets the adviser for given id.getPartial update of adviser with given id. Use 'NULL_VALUE' string to update value to null.patchAffiliateValidate Affiliate token.postAutoTestGets test parameters for given aggregate and test typegetExecutes test based on Id get by previous method and returns execution idpostGets progress of executed testgetGets result of executed testgetGets collection of aggregates based of given test type.getBankAccountsCreates new bank account for given organisation.postGets list of bank accounts for given organisation.getUpdates the bank account by given bank account id.patchBeneficiariesGets Beneficiary method for given policy Id.getGET Beneficiary method for given benefit Id.getDELETE Beneficiary method for given policy Id.deletePOST Beneficiary method for given policy Id.postPOST Beneficiary method for given benefit Id.postUPDATE Distributions for Beneficiaries of given PolicyputUPDATE Distributions for Beneficiaries of given BenefitputBenefitsPartially updates an existing benefit.patchComplete Benefit action.postCancel Benefit action.postUpdate Benefit Parameters action.postUpdate Benefit Subjectivities action.postGets list of benefit cancellation reasons.getCardPaymentsCreates a new debit card payment.postCardPaymentsSecuredCreate payment intent for 3d secure paymentpostConfirm Intent for 3d secure payment.postCancel Payment Intent.postCreates secured stripe paymentpostClaimNoticesCreates new claim notice.postUploads attachments for claim notice.postSubmits claim notice.postClientAppAuditDataGets the app audit data for client with given id.getClientsGets the client for given id.getUpdates an existing client.putPartial update of given client. Use 'NULL_VALUE' string to update value to null.patchGets eligible and not eligible assets for given ClientId and ProductCoreId.getGets the client's policies for given id.getGets the client's policy for given Client Id and Product Id.getGets Client-ProductCore statuses for given Client Id and Product Id.getGets Clients Graph data for given ProductCore and periodgetCreate client.postCreate client from prospect client by given prospect client id.postUpdates client title, first name, middle name and last name.postUpdates client general info.postUpdates client contact info.postUpdates home address of client.postInvite clients.postComplaintsGet list of complaints.getCreates new complaint for logged user.postGet list of complaints for given user id.getCreditAgreementCreates a new Credit Agreement.postGets the Credit Agreement for given id.getPartially updates an existing Credit Agreement.patchSet accounting package failure status for credit agreement by given credit agreement id.postSet open banking failure status for credit agreement by given credit agreement id.postGets the pending Credit Agreement by given product id.postCancel credit agreement.postCalculates invoice price for specified invoice and credit agreement.postDeactivate credit agreement action.postReactivate credit agreement action.postCreate a new note for given credit agreement.postAmends a credit agreement.postCreditInstanceCreates a new credit instance.postPartially updates an existing credit instance.patchGets the Credit Instance for given id.getDelete a credit instance by given credit instance id..deleteActivates the credit instance for given id.postChanges status of Credit Instance to WriteOff.postCreate a new note for given credit instance.postDaaSSubmit FactFind.postGets context token.postGets context token for Manufacturer.postGets Validis token.postDataQuotesGets the DataQuote for given id.getDeletes DataQuote and its Items.deleteGets the DataQuoteItem for given id.getCreates a new DataQuote.postUpdates status of existing DataQuote.postDirectDebitCreates a new Direct Debit mandate.postCreates a new Direct Debit subscription.postChange existing Direct Debit mandate.postGets existing Direct Debit mandate PDF URL.getDocumentsCreate zip file containing files specified in fileIds array.postGets the document for given policy and given document id.getGets all booklets for given instance or aggregate id.getGets the booklet(s) for given instance or aggregate id and given booklet type(s).getCreates new document for Policy.postCreates new documents for Policy.postCreates new document for Benefit.postCreates new documents for Benefit.postCreates new document for Quote.postCreates new documents for Quote.postCreates new documents for ProspectClient.postCreates new documents for ProspectOrganisation.postCreates new document for ProspectClient.postCreates new document for ProspectOrganisation.postCreates new document for QuoteBenefit.postCreates new documents for QuoteBenefit.postGenerates emails with documents for given instance.postGets the booklet(s) for given instance or aggregate id and given trigger name.getCreates new document for Data quote.postCreates new documents for Data quote.postCreates new document for Credit Agreement.postCreates new documents for Credit Agreement.postCreates new document for Credit Instance.postCreates new documents for Credit Instance.postDocuSignCreates a new DocuSign envelope.postCreates a new DocuSign envelope.postCreates a new DocuSign envelope for credit agreement by given credit agreement id.postCreates a DocuSign recipient view for given recipient.getGets a DocuSign recipient signing status.getUpdates a DocuSign recipient signing status.patchChecks and updates a policy signing status.postChecks and updates a policy signing status.postChecks and updates a credit agreement signing status.postCreate recipients for credit agreement by given credit agreement id.postCreate recipients for policy by given policy id.postCreates a DocuSign recipient view for given recipient.getGets a DocuSign recipient signing status.getUpdates a DocuSign recipient signing status.patchEmailsCreates new email for Policy.postCreates new email for Benefit.postCreates new email for Quote.postCreates new email for PreQuote.postCreates new email for QuoteBenefit.postCreates new email for Client.postCreates new email for ProspectClient.postCreates new email for ProspectOrganisation.postCreates new email for Adviser.postGets template content for given distributor.getGets template content for given product.getGets template content for given product core.getSend new email which is not stored in DM database.postCreates new email for Data quote.postCreates new email for Credit Agreement.postCreates new email for Credit Instance.postFundableInvoicesSynchronise fundable invoice.postSynchronise fundable invoice.postHitlReferralsGets the credit agreement referral by referral id.get/api/referrals/{id}/actions/changeAssigneepostSubmits decision on Referral by given Referral Id.postInsuranceEntitiesGets the insurance entity (Client or Organisation) for given id.getLoggedUserGets data about logged-in user.getUpdates AcceptedTermsAndConditions property to true value for logged-in user.postUpdates AcceptedTermsAndConditions property to true value for logged-in user.postChanges password for logged user.postGenerates custom token for logged-in user. This token can be used to generate access token by authorization server.postOrganisationsUpdates organisation name.postUpdates organisation contact info.postUpdates organisation correspondence address.postGets the organisation for given id.getUpdates an existing organisation.putPartial update of given organisation. Use 'NULL_VALUE' string to update value to null.patchCreate organisation.postCreate organisation from prospect organisation by given prospect organisation id and request..postCheck organisation status by given product id and request.postGets list of overdue credit instances for given organisation by given organisation id.getCreate a new note for given organisation.postUpdates a Linked Person by IdpostPaymentTransactionsUpdates the status of existing payment transaction.postPoliciesGets the policy for given id.getPartially updates an existing policy.patchGets the policy for given quote Id.getGets existing application process status for given product and client.getGets detail of policy for graph.getCreates a new policy.postCancel Policy action.postComplete Policy action: it complets all policy benefits.postDecline Benefits action: it declines all policy benefits and corresponding quote benefits where UW result is Declined.postGets list of policy cancellation reasons.getGets contract medatada for given policy by Id.getCalculates policy price for each supported payment method.postCalculates policy price for each supported payment method for renewal process.postGets upcoming payments for policy of given id.getGets overdue payments for policy of given id.getCreates MTA policy based on original policy and MTA quote.post/api/quotes/renewal/{quoteId}/policiespostGet quote parameters based on policy for MTA process.getGet quote parameters based on policy for renewal process.getGet effective datesgetComplete Policy action: it complets all policy benefits.postComplete Policy action: it complets all policy benefits.postUpdate policy subjectivities action.postGet Loan Balances for Policy.getUpdates policy renewal status to Expiration Confirmed. This method is allowed for InForce policy only with specified renewal status values.postUpdates policy renewal status to Renewal Confirmed. This method is allowed for InForce policy only with specified renewal status values.postUpdates covered entities for anonymous quote.postChecks if policy exists by policy numberpostPreQuotesGets the pre-quote for given id.getGets the pre-quote based on given quote id.getGets the pre-quote dynamic property definitions based on given preQuote id.getCreates a new pre-quote.postCreates a new pre-quote as copy from original pre-quote.postCreates a new pre-quote as copy from original pre-quote.postProductsGets list of products.getGets the product for given id.getGets the product for given code.getProspectCreates prospect metadata related to given product.postGets prospect metadata related to given product.getPartially updates prospect metadata related to given product.patchGets prospect metadata for all products.getProspectClientsCreate prospect client.postGets the client for given id.getUpdates prospect client.patchProspectOrganisationsCreate prospect organisation.postCheck prospect organisation status.postGets the prospect organisation for given id.getUpdates prospect organisation.patchQuickQuotesCreates the quick quote for given productId and request.postQuotesGets the quote for given id.getCreates a new quote.postCreates a new quote as copy original quote based on original policy.postCreates a new quote as copy original quote based on original policy.postCreates a new quote.postCreates a new quote as copy original quote based on new pre-quote.postCreates a new quote as copy original quote based on new pre-quote.postRefresh Quote action.postUpdate Quote Parameters action.postChanges quote status from Amended to AmendmentAccepted.postUpdates covered entities for anonymous quote.postRequestToPayCreates Smart Request (Ordo Payment).postGets the single Smart Request from Ordo for given smart request id.getRolesGets the list of defined roles.getGets the detail of role by given role id.getUrsulaUwSessionsRe-opens existing session.postGets continuance step in specific session.postGets the first step for given id of existing session.postStores a answers from previous step, evaluate rules and returns next step.postGets previous step.postGets specific step.postGets specific step.postGets list of main collections in specific session.postGets summary all of the questions and answers.postGets decision.postGets last step for given session after cancel summary.postGets the session status.getGets the result of stored method execution.postUsersDeactivates user based on user Id.postReactivates user based on user Id.postAssign user to specific roles.postGet user by given user id.getGet users to assign HITL for lender by given lender id.getGets the users for lender by given lender id.getCreate user with roles for lender by given lender id.postWebhooksPOST WebhooksAction method for GoCardless.postPOST Webhooks Action method for DaaS.postPOST WebhooksAction method for Stripe.postPowered by Generates a context token for the provided configurationpost https://api.certua.io/daas/app/token
