Generate Prequalification (Non-CRA) Report

POST {{baseUrl}}/decisioning/v2/customers/{{customerId}}/assetSummary

Retrieve all checking, savings, money market, and investment accounts for a customer. The account, owner information, and the number of insufficient funds (NSFs) for checking accounts are also provided.

This is a premium service, billable per every successful API call.

If no account type of checking, savings, money market, or investment is found, the service will return HTTP 400 Bad Request.

Supported regions: πŸ‡ΊπŸ‡Έ

Request Params

KeyDatatypeRequiredDescription
callbackUrlstringA Report Listener URL to receive notifications. The webhook must respond to the Finicity API with 2xx HTTP status code.

Request Body

{"reportCustomFields"=>[{"label"=>"loanID", "value"=>"123456", "shown"=>true}, {"label"=>"loanID", "value"=>"123456", "shown"=>true}], "showNsf"=>false}

HEADERS

KeyDatatypeRequiredDescription
Content-Typestring
Acceptstring
Finicity-App-Tokenstring
Finicity-App-Keystring