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:
Request Params
Key | Datatype | Required | Description |
---|---|---|---|
callbackUrl | string | A 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
Key | Datatype | Required | Description |
---|---|---|---|
Content-Type | string | ||
Accept | string | ||
Finicity-App-Token | string | ||
Finicity-App-Key | string |