Retrieving Customer Entered Info
Overview
- End user creates an event using the widget's "Order" button.
- Partner will use GET
/v1/eventson timed intervals to find all open collateral widgets. - With the event information use GET
/v1/portfolio-loans/{id}and/v1/collaterals/{id}to gather relevant information on the loan and collateral. - Once event, loan and collateral information is gathered, the event may be completed using PATCH
/v1/events/{id}/complete - Make updates using PATCH
/v1/collaterals/{id}and POST/v1/documents. At this point the Widget status should be updated to Complete or another status letting the end user know the order is complete.
User creates an order
Once the widget is created, it will appear on all collateral for that customer. When ready the customer fills out the fields and clicks "order". The status of that widget will update to [WidgetName] ordered on [date][time] and an event will be generated
Get open events
At this point an event will be created. You may use GET /v1/events to view open events for this customer. Use the parameter events?eventType=collateralWidgetEvent to filter down to just the collateral widget events.
{
"items": [
{
"id": 1717177,
"eventTime": "2024-01-22T15:55:42.8795028-05:00",
"eventType": "collateralWidgetEvent",
"eventContent": {
"collateralWidgetID": "4",
"proposedLoanId": null,
"loanId": "70517124",
"collateralId": "53055892",
"customerIds": "[85477283]"
},
"isComplete": false
}
]
}
curl -X GET "https://api.sageworks.com/v1/events?eventType=collateralWidgetEvent" -H "accept: application/json" -H "authorization: Bearer [token]"
Get widget information
Use GET /v1/customer-widgets/values/{id}/{customerId} to obtain all of the values entered by the end user.
{
"fieldValues": {
"Property Address": "1820 Preston Park Blvd",
"Property City": "Plano",
"Property County": "North Carolina",
"Property State": "Texas",
"Property Tax ID": "11111",
"Property Zip": "75093",
"Collateral Description": "1020",
"BorrowerName": "New, User"
},
"customerId": 85477283
}
curl -X GET "https://api.sageworks.com/v1/collateral-widgets/values/4/53055892" -H "accept: application/json" -H "authorization: Bearer {token}"
Get loan information
If necessary Use GET /v1/portfolio-loans/{id} or GET/v1/proposed-loans to get the related loan information.
{
"id": 57649030,
"loanNumber": "10",
"name": "New Loan",
"customerId": 85477283,
"currentBalance": 10000,
"unamortizedPremium": 0,
"bookBalance": 0,
"riskRating": 2,
"paymentAmount": 0,
"paymentFrequency": "monthly",
"paymentType": "fixedPayment",
"loanOfficerId": null,
"interestRate": 0,
"floorRate": 0,
"ceilingRate": 0,
"indexRateDescription": null,
"spread": 0,
"indexRate": 0,
"callCode": "",
"collateralCode": "",
"loanTypeCode": "",
"productCode": "",
"purposeCode": "",
"industryCode": "",
"nonAccrual": false,
"nonAccrualDate": null,
"troubledDebtRestructure": false,
"troubledDebtRestructureDate": null,
"defaultStartDate": null,
"adjustableInterestRate": false,
"timesPastDue3060": 0,
"timesPastDue6090": 0,
"timesPastDue90Plus": 0,
"daysCurrentlyPastDue": 0,
"chargedOffAmount": 0,
"amountPastDue": 0,
"prepaymentPenalty": false,
"remainingTermInMonths": 0,
"dayCountConvention": null,
"amortizedOver": null,
"currentAvailableCredit": 0,
"maturityDate": null,
"netDeferredFeesOrCosts": 0,
"totalFees": 0,
"expectedUtilizationRate": 0,
"upfrontFee": 0,
"annualFee": 0,
"unusedCommitmentFee": 0,
"originationExpenses": 0,
"overheadExpenses": 0,
"servicingExpenses": 0,
"accruedInterest": 0,
"originalLoanAmount": 0,
"originationDate": null,
"originalTermInMonths": 0,
"renewalDate": null,
"governmentGuaranteed": false,
"governmentGuaranteedPercent": 0,
"governmentGuaranteedBalance": 0,
"watchList": false,
"points": 0,
"refinance": false,
"latestPaymentDate": null,
"loanToValueRatio": 0.6944444,
"isDeleted": false,
"isGuidanceLineOfCredit": false,
"bankCodeBranch": "",
"accountType": null,
"parentLoansId": null,
"withheldAmount": null,
"userDefinedString1": "",
"userDefinedString2": "",
"userDefinedString3": "",
"userDefinedString4": "",
"userDefinedString5": "",
"userDefinedString6": "",
"userDefinedString7": "",
"userDefinedString8": "",
"userDefinedString9": "",
"userDefinedString10": "",
"userDefinedString11": "",
"userDefinedString12": "",
"userDefinedString13": "",
"userDefinedString14": "",
"userDefinedString15": "",
"userDefinedString16": "",
"userDefinedString17": "",
"userDefinedString18": "",
"userDefinedString19": "",
"userDefinedString20": "",
"userDefinedNumber1": 0,
"userDefinedNumber2": 0,
"userDefinedNumber3": 0,
"userDefinedNumber4": 0,
"userDefinedNumber5": 0,
"userDefinedNumber6": 0,
"userDefinedNumber7": 0,
"userDefinedNumber8": 0,
"userDefinedNumber9": 0,
"userDefinedNumber10": 0,
"userDefinedNumber11": 0,
"userDefinedNumber12": 0,
"userDefinedNumber13": 0,
"userDefinedNumber14": 0,
"userDefinedNumber15": 0,
"userDefinedNumber16": 0,
"userDefinedNumber17": 0,
"userDefinedNumber18": 0,
"userDefinedNumber19": 0,
"userDefinedNumber20": 0,
"userDefinedDate1": null,
"userDefinedDate2": null,
"userDefinedDate3": null,
"userDefinedDate4": null,
"userDefinedDate5": null,
"userDefinedDate6": null,
"userDefinedDate7": null,
"userDefinedDate8": null,
"userDefinedDate9": null,
"userDefinedDate10": null,
"userDefinedFields": null
}
curl -X GET "https://api.sageworks.com/v1/portfolio-loans/[loanId]?includeUserDefinedFields=true" -H "accept: application/json" -H "authorization: Bearer [token]"
Get collateral information
If other collateral information is needed, use GET /v1/collaterals/{id} to find the related collateral information.
{
"id": 57532606,
"description": "2222",
"currentValue": 0,
"mostRecentAppraisalValue": 0,
"mostRecentAppraisalDate": null,
"collateralCode": "",
"collateralType": "",
"customerId": 85477283,
"originalValue": 0,
"discountRate": 0,
"isDeleted": false,
"propertyAddress": null,
"propertyCity": null,
"propertyState": null,
"propertyZip": null,
"propertyCounty": null,
"propertyTaxID": null,
"make": null,
"vin": null,
"model": null,
"year": null,
"bodyStyle": null,
"serialNumber": null,
"manufacturer": null,
"aircraftNumber": null,
"vesselName": null,
"vesselNumber": null,
"possessoryType": null,
"accountLOCNumber": null,
"issuedBy": null,
"issuer": null,
"shares": null,
"cusip": null,
"heldBy": null,
"beneficiary": null,
"letterOfCreditDate": null,
"govtContractNumber": null,
"govtContractDate": null,
"titledType": "unknown",
"floodDeterminationDate": null,
"specialFloodHazardArea": null,
"capitalizationRate": 0,
"isLOMC": null,
"collateralBreakout": null,
"cbraAndOPADesignationDate": null,
"dwelling": null,
"vesselLength": null,
"floodZone": null,
"floodZoneCode": null,
"floodProgramType": null,
"isLandImprovements": null,
"lomcCaseNumber": null,
"lomcDate": null,
"nfipMapNumber": null,
"nfipMapPanelDate": null,
"nfipCommunityName": null,
"nfipCommunityNumber": null,
"nfipPropertyDescription": null,
"constructionMethod": null,
"manufacturedHomeType": null,
"manufacturedHomeLandPropertyInterest": null,
"totalUnits": null,
"multiFamilyAffordableUnits": null,
"occupancyType": null,
"isForAgriculturalPurpose": null,
"isOwnerOccupied": null,
"isSecondHome": null,
"isProtectedArea": null,
"stateCode": null,
"countyCode": null,
"tractCode": null,
"latitude": null,
"longitude": null,
"metropolitanStatisticalArea": null,
"medianHouseholdIncome": null,
"metropolitanDivision": null,
"metropolitanDivisionCode": null,
"userDefinedFields": {
"8314": null,
"Manual Flood Determination": null,
"Widget21 Status": null,
"Widget22 Status": null,
"AaronTest Status": null,
"Test": null,
"8314 test two": null,
"string Status": null,
"Aircraft Widget 4 Status": "Aircraft Widget 4 ordered on June 15 2023 at 2:15 PM EST"
},
"dateAppraisalRequested": null,
"isReadyForAppraisal": null,
"collateralMetadataType": "existing",
"collateralIdentifier": "",
"legalDescription": null
}
curl -X GET "https://api.sageworks.com/v1/collaterals/[collateralId]?includeUserDefinedFields=true" -H "accept: application/json" -H "authorization: Bearer [token]"
Complete the event
Once event, loan and collateral information is gathered, the event may be completed using PATCH /v1/events/{id}/complete. This will make it so that specific event does not appear on the list of events anymore
{
"id": 8854,
"eventTime": "2023-07-06T15:57:21.8276005-04:00",
"eventType": "collateralWidgetEvent",
"eventContent": {
"collateralWidgetID": "4",
"proposedLoanId": null,
"loanId": "70517124",
"collateralId": "53055892"
},
"isComplete": true
}
curl -X PATCH "https://api.sageworks.com/v1/events/125464545/complete" -H "accept: application/json" -H "authorization: Bearer [token]"
Update Widget status
Once all relevant information is pulled from the event/loan/collateral the status of the widget may be updated using PATCH /v1/collateral-widgets/status/{widgetId}/{collateralId} (Ex: In process). This is displayed on the widget itself to the customer and may be used as communicate for what status the order is in.
Note: You may link a url (such as for the order page on your website) within the status to allow a more fluid navigation for the end user. It muse be in the format of [Order link here|https://www.google.com/]. This would result in the end user seeing "Order link here" as a hyperlink and it would redirect them to google.
{
"status": "Order is processing at {date/time}. Go to [Site|Url] to view details."
}
curl -X PATCH "https://stagingapi.sageworks.com/v1/collateral-widgets/status/[widgetId]/[collateralId]" -H "accept: application/json" -H "authorization: Bearer [token]" -H "Content-Type: application/json-patch+json" -d "{ \"status\": \"This order is processing\"}"
Post new information
Post collateral information
Once the order is completed, information can then be passed along using the PATCH /v1/collaterals/{id}.
{
"id": 57532606,
"description": "2222",
"currentValue": 0,
"mostRecentAppraisalValue": 0,
"mostRecentAppraisalDate": null,
"collateralCode": "",
"collateralType": "",
"customerId": 85477283,
"originalValue": 0,
"discountRate": 0,
"isDeleted": false,
"propertyAddress": null,
"propertyCity": null,
"propertyState": null,
"propertyZip": null,
"propertyCounty": null,
"propertyTaxID": null,
"make": null,
"vin": null,
"model": null,
"year": null,
"bodyStyle": null,
"serialNumber": null,
"manufacturer": null,
"aircraftNumber": null,
"vesselName": null,
"vesselNumber": null,
"possessoryType": null,
"accountLOCNumber": null,
"issuedBy": null,
"issuer": null,
"shares": null,
"cusip": null,
"heldBy": null,
"beneficiary": null,
"letterOfCreditDate": null,
"govtContractNumber": null,
"govtContractDate": null,
"titledType": "unknown",
"floodDeterminationDate": null,
"specialFloodHazardArea": null,
"capitalizationRate": 0,
"isLOMC": null,
"collateralBreakout": null,
"cbraAndOPADesignationDate": null,
"dwelling": null,
"vesselLength": null,
"floodZone": null,
"floodZoneCode": null,
"floodProgramType": null,
"isLandImprovements": null,
"lomcCaseNumber": null,
"lomcDate": null,
"nfipMapNumber": null,
"nfipMapPanelDate": null,
"nfipCommunityName": null,
"nfipCommunityNumber": null,
"nfipPropertyDescription": null,
"constructionMethod": null,
"manufacturedHomeType": null,
"manufacturedHomeLandPropertyInterest": null,
"totalUnits": null,
"multiFamilyAffordableUnits": null,
"occupancyType": null,
"isForAgriculturalPurpose": null,
"isOwnerOccupied": null,
"isSecondHome": null,
"isProtectedArea": null,
"stateCode": null,
"countyCode": null,
"tractCode": null,
"latitude": null,
"longitude": null,
"metropolitanStatisticalArea": null,
"medianHouseholdIncome": null,
"metropolitanDivision": null,
"metropolitanDivisionCode": null,
"userDefinedFields": {
"8314": null,
"Manual Flood Determination": null,
"Widget21 Status": null,
"Widget22 Status": null,
"AaronTest Status": null,
"Test": null,
"8314 test two": null,
"string Status": null,
"Aircraft Widget 4 Status": "Aircraft Widget 4 ordered on June 15 2023 at 2:15 PM EST"
},
"dateAppraisalRequested": null,
"isReadyForAppraisal": null,
"collateralMetadataType": "existing",
"collateralIdentifier": "",
"legalDescription": null
}
curl -X PATCH "https://api.sageworks.com/v1/collaterals/[collateralId]" -H "accept: application/json" -H "authorization: Bearer [token]" -H "Content-Type: application/json-patch+json" -d "{ \"id\": 57532606, \"description\": \"2222\", \"currentValue\": 0, \"mostRecentAppraisalValue\": 0, \"mostRecentAppraisalDate\": null, \"collateralCode\": \"\", \"collateralType\": \"\", \"customerId\": 85477283, \"originalValue\": 0, \"discountRate\": 0, \"isDeleted\": false, \"propertyAddress\": null, \"propertyCity\": null, \"propertyState\": null, \"propertyZip\": null, \"propertyCounty\": null, \"propertyTaxID\": null, \"make\": null, \"vin\": null, \"model\": null, \"year\": null, \"bodyStyle\": null, \"serialNumber\": null, \"manufacturer\": null, \"aircraftNumber\": null, \"vesselName\": null, \"vesselNumber\": null, \"possessoryType\": null, \"accountLOCNumber\": null, \"issuedBy\": null, \"issuer\": null, \"shares\": null, \"cusip\": null, \"heldBy\": null, \"beneficiary\": null, \"letterOfCreditDate\": null, \"govtContractNumber\": null, \"govtContractDate\": null, \"titledType\": \"unknown\", \"floodDeterminationDate\": null, \"specialFloodHazardArea\": null, \"capitalizationRate\": 0, \"isLOMC\": null, \"collateralBreakout\": null, \"cbraAndOPADesignationDate\": null, \"dwelling\": null, \"vesselLength\": null, \"floodZone\": null, \"floodZoneCode\": null, \"floodProgramType\": null, \"isLandImprovements\": null, \"lomcCaseNumber\": null, \"lomcDate\": null, \"nfipMapNumber\": null, \"nfipMapPanelDate\": null, \"nfipCommunityName\": null, \"nfipCommunityNumber\": null, \"nfipPropertyDescription\": null, \"constructionMethod\": null, \"manufacturedHomeType\": null, \"manufacturedHomeLandPropertyInterest\": null, \"totalUnits\": null, \"multiFamilyAffordableUnits\": null, \"occupancyType\": null, \"isForAgriculturalPurpose\": null, \"isOwnerOccupied\": null, \"isSecondHome\": null, \"isProtectedArea\": null, \"stateCode\": null, \"countyCode\": null, \"tractCode\": null, \"latitude\": null, \"longitude\": null, \"metropolitanStatisticalArea\": null, \"medianHouseholdIncome\": null, \"metropolitanDivision\": null, \"metropolitanDivisionCode\": null, \"userDefinedFields\": { \"8314\": null, \"Manual Flood Determination\": null, \"Widget21 Status\": null, \"Widget22 Status\": null, \"AaronTest Status\": null, \"Test\": null, \"8314 test two\": null, \"string Status\": null, \"Aircraft Widget 4 Status\": \"Aircraft Widget 4 ordered on June 15 2023 at 2:15 PM EST\" }, \"dateAppraisalRequested\": null, \"isReadyForAppraisal\": null, \"collateralMetadataType\": \"existing\", \"collateralIdentifier\": \"\", \"legalDescription\": null}"
Post Document information
Once ready to send documents, the correct document folder must be selected to send the document to Sageworks. found when pulling the loan information.
Get Document Folders
Use GET /v1/document-folders get all the customers' document folders if the documentFolderId is not known.
{
"items": [
{
"id": 69526,
"type": "customer",
"name": "Loan Documents",
"parentDocumentFolderId": null,
"isDeleted": false
},
{
"id": 69527,
"type": "customer",
"name": "Financial Documents",
"parentDocumentFolderId": null,
"isDeleted": false
},
{
"id": 69528,
"type": "customer",
"name": "Collateral Documents",
"parentDocumentFolderId": null,
"isDeleted": false
},
{
"id": 69529,
"type": "customer",
"name": "Tickler Documents",
"parentDocumentFolderId": null,
"isDeleted": false
},
{
"id": 69530,
"type": "customer",
"name": "Workflow Documents",
"parentDocumentFolderId": null,
"isDeleted": false
},
{
"id": 72323,
"type": "customer",
"name": "Flood Reports",
"parentDocumentFolderId": 69528,
"isDeleted": false
},
{
"id": 79163,
"type": "customer",
"name": "Esignature Template Audit Trails",
"parentDocumentFolderId": null,
"isDeleted": false
},
{
"id": 83133,
"type": "customer",
"name": "OCR Tax Documents",
"parentDocumentFolderId": 69527,
"isDeleted": false
}
]
}
curl -X GET "https://stagingapi.sageworks.com/v1/document-folders" -H "accept: application/json" -H "authorization: Bearer
Post Documents
Documents may be sent to Sageworks using POST /v1/documents. The associationCustomerId is the same value as customerId found in the get loan or get collateral steps. Note: documentContent must be in base64 format.
{
"associationCustomerId": 85477283,
"document": {
"description": "Test File",
"documentDated": "2017-12-31",
"documentFolderId": 69526,
"uniqueIdentifier": "Test Document 123",
"name": "Test File",
"fileName": "TestFileName.txt"
},
"documentContent": {
"content": "Z2FyYmFnZSBmYWtl"
}
}
{
"id": 26278763,
"customerId": 85477283,
"documentFolderId": 69526,
"uniqueIdentifier": "Test Document 123",
"name": "Test File",
"customerFacingName": null,
"fileName": "TestFileName.txt",
"sizeInBytes": 12,
"isImage": false,
"isDeleted": false,
"documentDated": "2017-12-31",
"description": "Test File",
"dateUploaded": "2023-06-15"
}
Post document associations
Use POST /v1/document-associations to associate the document with other objects in Sageworks.
{
"id": 50929059,
"documentId": 26865232,
"objectType": "PortfolioLoan",
"objectId": 57649024
}
{
"id": 50929059,
"documentId": 26865232,
"objectType": "PortfolioLoan",
"objectId": 57649024
}
Update Widget status
Once all relevant information is pulled from the event/loan/collateral the status of the widget may be updated using /v1/collateral-widgets/status/{widgetId}/{collateralId} (Ex: Completed).
Note: You may link a URL (such as for the order page on your website) within the status to allow a more fluid navigation for the end user). It must be in the format of [Order link here|https://www.google.com/]. This would result in the end user seeing "Order link here" as a hyperlink and it would redirect them to google.
{
"status": "Order completed go to [Site|url] to view details."
}
curl -X PATCH "https://stagingapi.sageworks.com/v1/collateral-widgets/status/[widgetId]/[collateralId]" -H "accept: application/json" -H "authorization: Bearer [token]" -H "Content-Type: application/json-patch+json" -d "{ \"status\": \"This order is processing\"}"
Updated about 1 month ago