Create a proposal¶

Creating a new proposal is the most common task you will likely perform using our API.

Different workflows¶

There are two main ways you can achieve this, depending on your workflow:

1. Adding each object to the proposal

It is possible to create the proposal with only one piece of information - the 'officeId'. This will create the proposal in SieSmart and return you a unique proposalId. You can then make subsequent requests to add the customer, asset(s), calculation etc.

This may fit your workflow, but will require more effort to integrate in this manner. For every modifying request you would need a valid if-Match header.

1. Creating the proposal in one request

The more common route would be to build the complete proposal object and submit it in one request.

Proposal creation¶

There is a minimum amount of information that is required.

{
  "officeId": 0,
  "salesContactId": 0,
  "label": "string",
  "specialConditionText": "string",
  "scheduleAssetsDescription": "string",
  "customer": {
    ...
  },
  "assets": [
    ...
  ],
  "calculation": {
    ...
  }
}

The request object requires data about the introducer, customer, assets and calculation.

* Not mandatory in GB

Customer¶

Adding a customer to the proposal differs if they are limited or non-limited.

{
  "customer": {
    "registrationNumber": "string",
    "companyType": "LIMITED",
    "sourceCountryCode": "string"
  }
}

Limited customers¶

If you already know the customers official company registration number, then you only need to add this as the 'registrationNumber', and keep the 'companyType' as 'LIMITED'.

Non-limited customers¶

For non-limited customers, you must first use the customer search endpoint (../introducers/customer-search) to find the customers' unique reference number (this differs from their official customer registration number), then you can use this in the customer object as above, but setting the 'companyType' as 'NONLIMITED'.

Customer search¶

If you do not know the customer registration number, you are able to perform a search first using information such as the customers name, postcode etc. The response from this request will include a registration number that you can use in the customer object above.

Assets¶

Most financial products require at least one asset to be added to the proposal. If the product is a loan then this is not necessary.

Assets are added using their unique code on our system.

The assets you are allowed to use are governed by the trading agreement, and may also differ between different offices. To get the assets that are available to you:

{
  "assets": [
    {
      "quantity": 9999,
      "description": "string",
      "valuePerAsset": 10000000,
      "assetIacCode": "string",
      "serviceAgreement": {
        ...
      },
      "location": "string",
      "condition": "NEW",
      "ageInMonth": 1
    }
  ]
}

Assets are represented by an array, meaning you can add multiple assets to the proposal. The sum of the asset values must equal the total amount financed that you specify in the calculation object.

Service agreement¶

It is possible to add a service agreement to an individual asset.

{
  "serviceAgreement": {
    "serviceType": "LIMITED",
    "pricePerUnitValues": [
      {
        "pricePerUnit": {
          "id": 0,
          "name": "string"
        },
        "value": 0,
        "valueIncluded": 0
      }
    ]
  }
}

Calculation¶

The calculation object is used for adding details about the amount financed, term, payment method etc.

{
"calculation": {
    "operation": "CALC_RENTAL",
    "sheet": {
      "marketProductId": 0,
      "introducerPricelistId": 0,
      "paymentPeriod": "MONTHLY",
      "paymentMethod": {
        "id": 0,
        "name": "string"
      },
      "paymentMode": "IN_ADVANCE",
      "customerPto": 0,
      "residualValue": {
        "amount": 0,
        "percentage": 0,
        "usePercentage": true,
        "manualSet": true
      },
      "term": 0,
      "commissions": [
        ...
      ],
      "fees": [
        ...
      ],
      "specialPayments": [
        ...
      ],
      "optionFee": 0
    }

Commissions¶

A list of commission types is available from the calculation config endpoint (see calculation config). If this array is empty, there are no commission types available to you.

{
  "commissions": [
    {
      "type": {
        "id": 0,
        "name": "string",
        "readonly": true
      },
      "amount": 0,
      "percentage": 0,
      "usePercentage": true,
      "manualSet": true
    }
  ]
}

Fees¶

A list of fee types is available from the calculation config endpoint (see calculation config). If this array is empty, there are no fee types available to you.

{
  "fees": [
    {
      "feeType": {
        "id": 0,
        "name": "string",
        "readonly": true,
        "code": "string"
      },
      "name": "string",
      "amount": 0,
      "manualSet": true,
      "feeIncluded": true
    }
  ]
}

Special Payments¶

A list of special payment types is available from the calculation config endpoint (see calculation config). If this array is empty, there are no special payment types available to you.

{
  "specialPayments": [
    {
      "type": {
        "id": 0,
        "name": "string",
        "readonly": true,
        "downPaymentType": true,
        "code": "string"
      },
      "amount": 0,
      "equipmentDetails": "string",
      "serialNumber": "string"
    }
  ]
}

Example payload¶

Here is an example of a minimum payload required to create a proposal.

{
  "officeId": 1234,
  "salesContactId": 1234,
  "customer": {
    "registrationNumber": "string",
    "companyType": "LIMITED",
    "sourceCountryCode": "string"
  },
  "assets": [
    {
      "quantity": 1,
      "description": "ACME Photocopier",
      "valuePerAsset": 5000,
      "assetIacCode": "1234",
      "condition": "NEW"
    }
  ],
  "calculation": {
    "operation": "CALC_RENTAL",
    "sheet": {
      "marketProductId": 0,
      "introducerPricelistId": 0,
      "paymentPeriod": "MONTHLY",
      "paymentMethod": {
        "id": 0,
        "name": "string"
      },
      "paymentMode": "IN_ADVANCE",
      "term": 12
    }
  }
}