Account
Controller for Account/Funds/Wallet operations
API | Description |
---|---|
GET api/Account/GetOverview |
Returns Account/Wallet overview information |
GET api/Account/GetPlatformNoteList |
Returns Platform Notes/Updates |
GET api/Account/GetPlatformNote?noteID={noteID} |
Returns Platform Notes/Updates |
Investment
Controller for Investment management.
UserAccount
User account actions
API | Description |
---|---|
GET api/UserAccount/Get |
Returns User Account entity |
PUT api/UserAccount/Save |
Saves User Account Entity |
POST api/UserAccount/ResendEmailValidationCode?eMail={eMail}&language={language} |
Resends security code to email for the validation |
GET api/UserAccount/ValidateEmailCode?eMail={eMail}&securityCode={securityCode} |
Used to validate email with security code. Use it when it is entered or changed |
POST api/UserAccount/SubmitForPasswordRetrieval?email={email} |
Used for 'forgot password' functionality for sending password reset link to theemail specified |
POST api/UserAccount/SubmitNewPassword?resetToken={resetToken}&password={password} |
After Password reset token is received, use this method to submit the new password |
POST api/UserAccount/SetLanguage?languageCode={languageCode} |
Changes language of user account |
DELETE api/UserAccount/Delete |
Deactivates User Account. Used when User selects 'Delete me from your site'. After deletion user session and token is also destroyed |
GET api/UserAccount/IsUserNameUnique?userName={userName} |
Used to check user name uniquiness. Use it when it is entering/changing email/username |
POST api/UserAccount/ChangePassword?passwordNew={passwordNew}&passwordConfirmation={passwordConfirmation}&passwordOld={passwordOld} |
Changes password for current user. User must be logged in to use this method. Old password can be ommited and should controled by UI. |
POST api/UserAccount/ResendPasswordChangeCode?eMail={eMail}&languageCode={languageCode} |
Resends security code needed for the password change |
POST api/UserAccount/ConfirmPasswordChange?eMail={eMail}&password={password}&securityCode={securityCode} |
Changes password for the user if email and security code matches |
BankAccount
Controller for managing Investors bank accounts
API | Description |
---|---|
GET api/BankAccount/GetList |
Returns list of bank accounts for user |
GET api/BankAccount/Get?BankAccountID={BankAccountID} |
Returns details of bank account for user |
PUT api/BankAccount/Save |
Saves Bank Account entity and returns ID of new Bank Account generated by system |
DELETE api/BankAccount/Delete?BankAccountID={BankAccountID} |
Deletes Bank Account entity and returns true operation successed |
GET api/BankAccount/IsValid?iban={iban} |
Validates bank account number. Returns "true" if bank acount is valid, othervise "false" |
Borrower
Controller for monitoring purposes. no Authorization is required.
API | Description |
---|---|
GET api/Borrower/GetLoanSchedule?loanID={loanID} |
Returns Loan Schedule |
GET api/Borrower/GetRealEstateAssetList?loanID={loanID} |
Returns list of Real Estate Assets |
GET api/Borrower/GetOtherAssetList?loanID={loanID} |
Returns list of Other Assets |
GET api/Borrower/GetLiabilityList?loanID={loanID} |
Returns list of Liabilities |
GET api/Borrower/GetIncomeList?loanID={loanID} |
Returns list of income |
GET api/Borrower/GetOtherIncomeList?loanID={loanID} |
Returns list of other income |
GET api/Borrower/GetList?loanID={loanID} |
Returns list of Borrowers |
Document
Controller to work with User account Documents
API | Description |
---|---|
GET api/Document/Get?documentID={documentID} |
Returns document details |
GET api/Document/GetList?language={language} |
Returns list of documents associated with investor |
DELETE api/Document/Delete?documentID={documentID} |
Deletes uploaded document from the system (if it was not approved by Platfom manager) |
POST api/Document/SendByEmail?documentID={documentID} |
Initiates sending specified document by email attached to user account |
POST api/Document/Upload?documentTypeID={documentTypeID}&entityType={entityType}¬es={notes}&language={language} |
Uploads document/file to the user account |
PUT api/Document/Save |
Updates Document's note/description. To create document, use 'Upload' method |
GET api/Document/Preview?documentID={documentID} |
Returns stream of file attached to the document. Should be used within separate window |
GET api/Document/GetDocumentTypes?groupName={groupName} |
Return list of document types for entity selected. Used for document uploads |
Config
Returns settings for the application
API | Description |
---|---|
GET api/Config/Get |
Returns system setting and defaults |
GET api/Config/GetCompany |
Returns platform's owner company information |
GET api/Config/GetBankAccount?BankAccountID={BankAccountID} |
Returns platform's owner's bank account |
GET api/Config/GetBankAccountList |
Returns platform's owner's bank account |
GET api/Config/GetCountries |
Returns list of countries |
GET api/Config/GetCountry?countryCode={countryCode} |
Returns country by code |
GET api/Config/GetCurrencyTypes |
Returns list of Currency Types available |
GET api/Config/GetLoanLateTypes |
Returns list of Loan/Investment late types |
GET api/Config/GetCollateralTypes?loanTypeID={loanTypeID} |
Returns list of Collateral types |
GET api/Config/GetLoanPurposes?loanTypeID={loanTypeID} |
Returns list of Loan Purposes types |
GET api/Config/GetLoanTypes |
Returns list of Loan types |
GET api/Config/GetCollateralResidenceTypes |
Returns list of residence types for collateral if collateral type is real estate |
GET api/Config/GetBorrowerEmploymentStatuses |
Returns list of employment statuses for borrower |
GET api/Config/GetEducationBackgrounds |
Returns list of Education Backgrounds |
GET api/Config/GetIndustrySectors |
Returns list of Industry sectors |
GET api/Config/GetCollateralCategories?groupID={groupID}&loanTypeID={loanTypeID} |
Returns list of Collateral Categories |
GET api/Config/GetCollateralBuildingTypes |
Returns list of Building types for Real Estate type of collateral |
GET api/Config/GetAssetTypeList |
Returns list of Asset Type |
GET api/Config/GetLiabilityTypeList |
Returns list of Liability Types |
GET api/Config/GetIncomeTypeList |
Returns list of Income Types |
Stats
Controller for Statistics.
API | Description |
---|---|
GET api/Stats/GetBorrowerStats?BorrowerID={BorrowerID} |
Returns investment project statistics for selected Borrower/Originator |
GET api/Stats/GetProjectStats |
Returns statistics for overall investment project |
GET api/Stats/GetInvestorStats |
Returns statistics for overall investors |
GET api/Stats/GetLoanStats |
Returns statistics for overall loans issed |
Identification
Identification related actions
API | Description |
---|---|
GET api/Identification/GetMethodList |
Returns list of available identification methods |
POST api/Identification/Initiate?identificationMethodID={identificationMethodID} |
Should be called when user press on specific identification method button |
GET api/Identification/UpdateStatus?identificationMethodID={identificationMethodID}&eventType={eventType} |
Updates status for particular bank based on user acctions. initiated by JavaScript handler (MarkID, Ondato, Idenfy, Tink/Instantor, Kontomatik, etc.) Implemented as GET on purpose not to mess up information within API |
GET api/Identification/GetIdentomatUrl?language={language} |
Returns URL for the Identomat Widget for Biometrics. URL should be used for the IFrame source of witdget |
GET api/Identification/UpdateIdentomat?session_token={session_token} |
Saves the result of Identomat identification and returns true saving report is successfull. After Identomat Widget finish the job, it calls return url passed when creating inital token, and set's session_token parameter to it. |
POST api/Identification/IdentomatCallback |
Callback Method to handle identification status change initated by Identomat Management UI |
Project
Controller for Project management.
API | Description |
---|---|
OPTIONS api/Project/Options |
No documentation available. |
GET api/Project/GetList?loanTypeID={loanTypeID}&language={language} |
Returns list of Projects |
GET api/Project/Get?ProjectID={ProjectID} |
Returns details of project for user |
GET api/Project/GetSummary?ProjectID={ProjectID} |
Returns written summary for selected Project/Loan |
GET api/Project/GetBorrowerStats?BorrowerID={BorrowerID} |
Returns investment project statistics for selected Borrower/Originator |
GET api/Project/GetCollateralList?ProjectID={ProjectID} |
Returns list of collaterals of particular project |
GET api/Project/GetBorrowerList?ProjectID={ProjectID} |
Returns list of borrowers of particular project |
GET api/Project/GetGuarantorList?ProjectID={ProjectID} |
Returns list of guarantors of particular project |
GET api/Project/GetDocumentList?ProjectID={ProjectID}&Language={Language} |
Returns list of documents attached of particular project |
GET api/Project/GetInterestDistributionTypes?ProjectID={ProjectID} |
Returns list of Interest distribution types available for the project. Used by Sliders and JS calculations |
GET api/Project/GetUpdateList?ProjectID={ProjectID} |
Returns list of Project updates. |
GET api/Project/GetFileList?ProjectID={ProjectID}&fileType={fileType} |
Returns list of downloadable files. Files can be donwloaded using URL stored in FileName property |
GET api/Project/GetStageList |
Returns list of Project Stages. |
GET api/Project/GetAmortizationScheduleTypeList |
Returns list of Amortization Schedule types. |
GET api/Project/GetSupplementaryServiceList?ProjectID={ProjectID} |
Returns list of Project Supplementary Service Entity. |
Company
Controller for Corporte investor information management. Used if account is marked as 'Corpoarte'
API | Description |
---|---|
GET api/Company/Get |
Based on security Token's context, returns company details |
POST api/Company/InitiateCheck |
Initiates company information check - sends information to back office to be approved |
PUT api/Company/Save |
Saves entity of Company for Corporate investors |
GET api/Company/GetRepresentationTypes |
Returns list company representation types, used for seeting role in the company when setting beneficeries |
GET api/Company/GetStatusList |
Returns list company statuses |
User
User entity actions
API | Description |
---|---|
GET api/User/Get |
Returns User entity |
PUT api/User/Save |
Saves User Entity (personal information and data) |
POST api/User/ResendPhoneNoValidationCode?countryCode={countryCode}&phoneNo={phoneNo}&languageCode={languageCode} |
Resends security code to phone to validate |
GET api/User/ValidatePhoneNoCode?countryCode={countryCode}&phoneNo={phoneNo}&securityCode={securityCode} |
Used to validate phone no. Use it when it is entered or changed |
GET api/User/IsPersonalIDUnique?personalID={personalID} |
Checks borrower's personal ID for uniqueness |
GET api/User/IsPhoneNoUnique?phoneNoCountryCode={phoneNoCountryCode}&phoneNo={phoneNo} |
Checks borrower's phone for uniqueness |
GET api/User/IsPromoCodeValid?promoCode={promoCode} |
Validates Promo code |
GET api/User/GetActionLogList?dateFrom={dateFrom}&dateThrough={dateThrough} |
Returns list of user's and system's action log entires related to user account |
Payment
Identification related actions
API | Description |
---|---|
GET api/Payment/GetKevinOBAuthorizationLink?cashOperationID={cashOperationID}&redirectURL={redirectURL} |
Creates authorization link to the Kevin services to select Bank. It also creates Return URL to be used by Kevin services |
GET api/Payment/GetKevinOBPaymentInitiationLink?cashOperationID={cashOperationID}&status={status}&code={code}&redirectURL={redirectURL}&webhookURL={webhookURL} |
Returns payment initiation link for user to be redirected to. The Redirect and Webhook URLs are created also and passed to Kevin Sevices to get the link. |
POST api/Payment/SetKevinOBPaymentStatus?paymentId={paymentId}&statusGroup={statusGroup} |
Set status to the Payment/cash operation. Is invoked by Kevin Services when. Parameters received from Kevin services should be passed here |
POST api/Payment/ConfirmKevinOBPayment?statusGroup={statusGroup}&paymentId={paymentId}&type={type}&bankStatus={bankStatus} |
Completes operation. Is invoked by Webhook Url initated by Kevin Services Use '/payment/confirm-kevin-ob-payment' as webhook in UI solution |
GET api/Payment/GetKevinOBPaymentStatusList |
Returns list of available PaymentStatus entities for Kevin Services |
Monitoring
Controller for monitoring purposes. no Authorization is required.
API | Description |
---|---|
GET api/Monitoring/IsAlive |
Used for monitoring purposes |
Survey
Controller for KYC Survey/Questionnaire Collection.
API | Description |
---|---|
GET api/Survey/Get?questionnaireVersionID={questionnaireVersionID} |
Returns Survey Entity, questions and possible answers. The default value is set to '1' |
PUT api/Survey/Save?questionnaireVersionID={questionnaireVersionID} |
Saves list of Returns list of Survey question groups, questions and possible answers |
Member
Controller for Team Member/Empoyees or Beneficeries management.
API | Description |
---|---|
GET api/Member/GetList |
Returns List of Team Members/Employees/Beneficiaries |
POST api/Member/Add |
Adds Team Member/Employee/Beneficiary |
PUT api/Member/Update |
Update information about Team Member/Employee/Beneficiary |
DELETE api/Member/Delete?MemberID={MemberID} |
Deletes Team Member/Employee/Beneficiary if it was not activate/activated (has an account) |
POST api/Member/Deactivate?memberID={memberID} |
Deactivate Team Member/Employee/Beneficiary by memberID |
POST api/Member/Reactivate?memberID={memberID} |
Reactivate Team Member/Employee/Beneficiary by memberID |
GET api/Member/GetStatusList |
Returns list of statuses for member/employee/beneficiary |
Deposit
Controller for Deposit management
API | Description |
---|---|
PUT api/Deposit/Save |
Saves deposit information and returns deposit ID |
POST api/Deposit/Add?amount={amount}¤cyCode={currencyCode}&bankAccountID={bankAccountID} |
Adds deposit to system and returns deposit ID |
GET api/Deposit/PreviewPDF?depositID={depositID} |
Returns stream of file (pdf) of Deposit order. Should be used within separate window or downldoad button |
POST api/Deposit/Cancel?depositID={depositID} |
Cancels Deposit if it is in progress, otherwise throws exception |
Consent
Controller to work with consents
API | Description |
---|---|
POST api/Consent/Accept?consentID={consentID}&accepted={accepted} |
Sets marker when user press accept site rules or similar |
GET api/Consent/GetList?pageIDs={pageIDs} |
Returns list of Consents and groups. Omit the parameter, to get whole list of available consents |
Authenticate
Authentication based on API key and password. Information about Token should be added to the header
API | Description |
---|---|
GET api/Authenticate/PartnerLogin?apiKey={apiKey}&apiPassword={apiPassword} |
Authenticates partner and returns token with expiry. Credentials are issued by platform providers. |
GET api/Authenticate/Login?userName={userName}&password={password} |
Authenticates Investor user and returns token with expiry. |
GET api/Authenticate/IntegratedLogin?userName={userName} |
Authenticates Investor user linked with Google or Facebook accounts. |
POST api/Authenticate/Kill |
Used to close session and make security token innactive. |
PUT api/Authenticate/SaveCookie |
Saves Cookie with related data |
POST api/Authenticate/SaveReferralSourceCode?rfsc={rfsc}&chn={chn}&cid={cid} |
Saves Referral source code to any type of Session |
POST api/Authenticate/SaveLanguage?language={language} |
No documentation available. |
CashOperation
Controller for CashOperation management
AutoInvestment
Controller for Auto Investment configuration management. Investor Authorization is required
API | Description |
---|---|
GET api/AutoInvestment/Get?autoInvestmentConfigID={autoInvestmentConfigID} |
Returns selected Auto Investment Strategy/Options |
GET api/AutoInvestment/GetList?isActive={isActive} |
Returns list of Auto Investment Options/strategies, Can be filtered by status |
PUT api/AutoInvestment/Save |
Saves AutoInvesment Configuration entity and returns ID of new conifguration generated by system |
DELETE api/AutoInvestment/Delete?autoInvestmentConfigID={autoInvestmentConfigID} |
Deletes auto investment configuration and returns true if operation successed |
Withdrawal
Controller for Withdrawal management
API | Description |
---|---|
PUT api/Withdrawal/Save |
Saves Withdrawal information |
POST api/Withdrawal/Add?amount={amount}¤cyCode={currencyCode}&bankAccountID={bankAccountID} |
Adds Withdrawal to system and returns ID of it |
POST api/Withdrawal/Cancel?withdrawalID={withdrawalID} |
Cancels withdrawal if it is in progress, otherwise throws exception |
GET api/Withdrawal/PreviewPDF?withdrawalID={withdrawalID} |
Returns stream of file (pdf) of Withdrawal invoice. Should be used within separate window or downldoad button |