API Specification¶

The Common APIs provide common config information you will need for creating a proposal, for example the IDs of your sales people, so you can associate a deal with them. Also, your set up on SieSmart might include multiple offices - you will be able to get your list of offices here.

Prepare a calculation without creating a proposal object first

The Introducer APIs provide functionality that is specific to your introducer configuration on SieSmart. An example is the specific list of equipment suppliers you are allowed to use

The most commonly used endpoints. These allow you to create a proposal, as well as amend it or expire it

Upload and manage documents for a proposal

For most financial products, at lease one asset is required on the contract. You can add the assets as part of the initial proposal creation, but you can also add assets after the proposal has been created using the below

A calculation is typically added at the time of proposal creation, but it is possible to perform further calculations before the proposal has been submitted for a credit decision

The customer is typically added at the time of proposal creation, but it is possible to add them (and perform other operations) after the proposal has been created

Once a proposal has been successfully created, you are able to submit it for a credit decision. There is also a pre-check endpoint to help you find any problems with the application

Endpoints for E-signing of documents

For loan market products, details of the loan can only be added after proposal creation

Manage guarantors associated with a proposal

Manage equipment suppliers associated with a proposal

Create and manage upgrades for a proposal

Manages contracts created from proposals

Interface to register customer endpoint for receiving notfications regarding proposal status changes

Interface to subscribe for notifications for a specific proposal