diff --git a/_api/order/enums/index.md b/_api/order/enums/index.md new file mode 100644 index 0000000..2927aa9 --- /dev/null +++ b/_api/order/enums/index.md @@ -0,0 +1,7 @@ +--- +title: Enums +layout: api_ref +nav_order: 90 +has_children: true +parent: Order +--- diff --git a/_api/order/messagedef.md b/_api/order/enums/messagedef.md similarity index 97% rename from _api/order/messagedef.md rename to _api/order/enums/messagedef.md index 5206a41..21182c4 100644 --- a/_api/order/messagedef.md +++ b/_api/order/enums/messagedef.md @@ -2,11 +2,10 @@ title: Message layout: api_ref nav_order: 89 -parent: Order +parent: Enums datatable: true --- -Beta -{: .label .label-yellow } + #### Result Messages List of Message codes. @@ -64,4 +63,4 @@ List of Message codes. -
\ No newline at end of file +
diff --git a/_api/order/enums/types_employer.md b/_api/order/enums/types_employer.md new file mode 100644 index 0000000..d675f63 --- /dev/null +++ b/_api/order/enums/types_employer.md @@ -0,0 +1,39 @@ +--- +title: Employer Enums +layout: api_ref +nav_order: 89 +parent: Enums +datatable: true +--- + +List of Special Employer Names that do not require a phone number or address. + +| Employer Name | +|---------------------------------| +| 0 | +| 99 | +| 711 | +| 999 | +| 99999 | +| Disabled | +| Housewife | +| House Wife | +| Homemaker | +| Home Maker | +| NA | +| N/A | +| None | +| Retired | +| Retirement | +| SS Disability | +| SSI/DISABILITY | +| Unemployed | +| RETIRED- PENSION | +| RETIRED SOCIAL SECURITY | +| Retired SSI | +| Retired United States Air Force | +| RETIRED US MILITARY | +| RETIRED US POST OFFICE | +| retired/disabled | +| RETIRED/SOCIAL SECURITY | +| Retired-Union | diff --git a/_api/order/enums/types_loanparticipant.md b/_api/order/enums/types_loanparticipant.md new file mode 100644 index 0000000..6eca987 --- /dev/null +++ b/_api/order/enums/types_loanparticipant.md @@ -0,0 +1,179 @@ +--- +title: Loan Participant Type +layout: api_ref +nav_order: 89 +parent: Enums +datatable: true +--- +Beta +{: .label .label-yellow } +#### Loan Participant Type + +List of Loan Participant Type codes. + +
+ +| Code | Description | +|-------------------------------------|-------------------| +| ACCOUNTING | | +| APPRAISAL_COMPANY | Appraisal Company | +| APPRAISER | | +| ASSIGNEE | | +| ASSIGNOR | | +| ATTORNEY | | +| ATTORNEY_IN_FACT | | +| AUTHORIZED_REPRESENTATIVE | | +| AUTHORIZED_THIRD_PARTY | | +| BANKRUPTCY_FILER | | +| BANKRUPTCY_TRUSTEE | | +| BENEFICIAL_INTEREST_PARTY | | +| BENEFICIARY | | +| BILL_TO_PARTY | | +| BORROWER_ALIAS | | +| BROKER | | +| BUILDER | | +| BUILDER_OR_SELLER | | +| BUYER_ATTORNEY | | +| BUYER_REAL_ESTATE_AGENT | | +| CERTIFIED_203_K_CONTRACTING_COMPANY | | +| CERTIFIED_203_K_CONTRACTOR | | +| CLIENT | | +| CLOSER | | +| CLOSING_AGENT | | +| CLOSING_ATTORNEY | | +| CLOSING_COMPANY | | +| COMPLIANCE | | +| CONSERVATOR | | +| CONTRACTOR | | +| COOPERATIVE_COMPANY | | +| CORRESPONDENT_LENDER | | +| COSIGNER | | +| CREDITOR | | +| CREDIT_COMPANY | | +| CREDIT_COUNSELING_AGENT | | +| CREDIT_ENHANCEMENT_RISK_HOLDER | | +| CUSTODIAN | | +| CUSTODIAN_NOTE_PAY_TO | | +| DELIVER_RESCISSION_TO | | +| DOCUMENT_CUSTODIAN | | +| DOC_PREPARER | | +| DOC_SIGNING | | +| EMPLOYER | | +| ESCROW | | +| EXECUTOR | | +| E_NOTE_CONTROLLER | | +| E_NOTE_CONTROLLER_TRANSFEREE | | +| E_NOTE_CUSTODIAN | | +| E_NOTE_CUSTODIAN_TRANSFEREE | | +| E_NOTE_DELEGATEE_FOR_TRANSFERS | | +| E_NOTE_REGISTERING_PARTY | | +| E_NOTE_SERVICER | | +| E_NOTE_SERVICER_TRANSFEREE | | +| E_NOTE_TRANSFER_INITIATOR | | +| FHA_SPONSOR | | +| FINANCIAL_PLANNER | | +| FLOOD_DETERMINATION | | +| FLOOD_INSURANCE | | +| FULFILLMENT_PARTY | | +| GIFT_DONOR | | +| GRANTEE | | +| GRANTOR | | +| HAZARD_INSURANCE | | +| HAZARD_INSURANCE_AGENT | | +| HOMEOWNER_ASSOCIATION | | +| HUD_1_SETTLEMENT_AGENT | | +| INSPECTOR | | +| INTERVIEWER | | +| INTERVIEWER_EMPLOYER | | +| INVESTOR | | +| IRS_TAX_FORM_THIRD_PARTY | | +| LANDLORD_COMPANY | | +| LANDLORD_INDIVIDUAL | | +| LAW_FIRM | | +| LENDER | | +| LENDER_ATTORNEY | | +| LENDER_BRANCH | | +| LIEN_HOLDER | | +| LISTING_REAL_ESTATE_AGENT | | +| LOAN_DELIVERY_FILE_PREPARER | | +| LOAN_OFFICER | | +| LOAN_ORIGINATOR | | +| LOAN_PROCESSOR | | +| LOAN_SELLER | | +| LOAN_UNDERWRITER | | +| LOSS_PAYEE | | +| MANAGEMENT_COMPANY | | +| MORTGAGE_BROKER | | +| MORTGAGE_INSURANCE_AGENT | | +| MORTGAGE_INSURANCE_COMPANY | | +| MORTGAGE_SERVICER_COMPANY | | +| NON_TITLE_SPOUSE | | +| NOTARY | | +| NOTE_PAY_TO | | +| NOTE_PAY_TO_RECIPIENT | | +| OTHER | | +| OTHER_COMPANY | | +| OTHER_INDIVIDUAL | | +| PAYEE | | +| PLEDGE_ORIGINATION_COMPANY | | +| PLEDGE_SETTLEMENT_AGENT | | +| PLEDGE_SETTLEMENT_COMPANY | | +| POOL_INSURER | | +| POOL_ISSUER | | +| POOL_ISSUER_TRANSFEREE | | +| POST_CLOSER | | +| POWER_OF_ATTORNEY | | +| PREPARED_BY | | +| PROCESSOR | | +| PROJECT_DEVELOPER | | +| PROJECT_MANAGEMENT_AGENT | | +| PROPERTY_ACCESS_CONTACT | | +| PROPERTY_OWNER | | +| REAL_ESTATE_AGENT | | +| RECEIVING_PARTY | | +| REGISTRY_OPERATOR | | +| REGULATORY_AGENCY | | +| REGULATORY_AGENT | | +| REQUESTING_PARTY | | +| RESPA_SERVICE_PROVIDER | | +| RESPONDING_PARTY | | +| RESPOND_TO_PARTY | | +| RETURN_TO | | +| REVIEW_APPRAISER | | +| SECURITY_ISSUER | | +| SELLER | | +| SELLER_ATTORNEY | | +| SELLER_REAL_ESTATE_AGENT | | +| SELLING_REAL_ESTATE_AGENT | | +| SERVICER_PAYMENT_COLLECTION | | +| SERVICE_BUREAU | | +| SERVICE_PROVIDER | | +| SERVICING | | +| SETTLOR | | +| SHIPPER | | +| SPOUSE | | +| SUBMITTING_PARTY | | +| SUPERVISORY_APPRAISER | | +| SURVEYOR | | +| TAXABLE_PARTY | | +| TAXPAYER | | +| TAX_SERVICER | | +| TAX_SERVICE_PROVIDER | | +| THIRD_PARTY_INVESTOR | | +| THIRD_PARTY_ORIGINATOR | | +| TITLE_AGENT | | +| TITLE_COMPANY | | +| TITLE_HOLDER | | +| TITLE_UNDERWRITER | | +| TRUST | | +| TRUSTEE | | +| TRUST_BENEFICIARY | | +| UNDERWRITER | | +| WAREHOUSE | | +| WARRANTOR | | +| WITNESS | | + + + + +
diff --git a/_api/order/enums/types_property.md b/_api/order/enums/types_property.md new file mode 100644 index 0000000..7aced53 --- /dev/null +++ b/_api/order/enums/types_property.md @@ -0,0 +1,50 @@ +--- +title: Property Types +layout: api_ref +nav_order: 89 +parent: Enums +datatable: true +--- +Beta +{: .label .label-yellow } +#### Property Usage Type + +List of Property Usage Type codes. + +
+ +| Code | Description | +|--------------------------|-------------------| +| INVESTMENT | | +| OTHER | | +| PRIMARY_RESIDENCE | | +| SECOND_HOME | | + +
+ + +#### Property Type + +List of Property Usage Type codes. + +
+ +| Code | Description | +|-----------------------------------------------------|-------------| +| ATTACHED | | +| CONDOMINIUM | | +| COOPERATIVE | | +| DETACHED | | +| DETACHED_CONDOMINIUM | | +| HIGH_RISE_CONDOMINIUM | | +| MANUFACTURED_HOME_CONDOMINIUM | | +| MANUFACTURED_HOME_CONDOMINIUM_OR_PUD_OR_COOPERATIVE | | +| MANUFACTURED_HOUSING | | +| MANUFACTURED_HOUSING_DOUBLE_WIDE | | +| MANUFACTURED_HOUSING_MULTI_WIDE | | +| MANUFACTURED_HOUSING_SINGLE_WIDE | | +| MODULAR | | +| OTHER | | +| PUD | | + +
diff --git a/_api/order/order_adv.md b/_api/order/order_adv.md new file mode 100644 index 0000000..3d783b7 --- /dev/null +++ b/_api/order/order_adv.md @@ -0,0 +1,296 @@ +--- +title: ADV +layout: api_ref +nav_order: 2 +parent: Order +datatable: true +--- +Stable +{: .label .label-green } + +## Order + +Ordering an ADV product. + +{: .before_starting } +Get the URL from your Pitchpoint Account Representative of where you should be submitting your orders to. + + +```bash +url="https://api.pointservices.com/riskinsight-services-ws/resources/v1/sami/ADV/ADV-120J" +data='{ + "CorrelationID" : "12345", + "Terms" : { + "Term" : [ { + "Person" : { + "FirstName" : "John", + "MiddleName" : "A", + "LastName" : "Doe", + "NameSuffix" : "Jr.", + "SSN" : "123-45-6789", + "DOB" : "01/01/1980", + "Gender" : "M", + "HomePhone" : "123-456-7890", + "Residences" : { + "Residence" : [ { + "Address" : { + "AddressLine1" : "123 Main St", + "City" : "Anytown", + "State" : "CA", + "PostalCode" : "12345", + "County" : "AnyCounty" + }, + "CurrentIndicator" : true + } ] + }, + "Employers" : { + "Employer" : [ { + "Name" : "ABC Corp", + "Phone" : "987-654-3210", + "EIN" : "12-3456789", + "MonthlyIncome" : "5000", + "MonthsOnJob" : "24", + "YearsOnJob" : "2", + "Address" : { + "AddressLine1" : "123 Main St", + "City" : "Anytown", + "State" : "CA", + "PostalCode" : "12345", + "County" : "AnyCounty" + }, + "CurrentIndicator" : true, + "SelfEmployedIndicator" : false + } ] + }, + "Declarations" : { + "AlimonyChildSupportObligationIndicator" : false, + "BorrowedDownPaymentIndicator" : false, + "CitizenshipResidencyType" : "PermanentResidentAlien", + "CoMakerEndorserOfNoteIndicator" : false, + "HomeownerPastThreeYearsIndicator" : true, + "IntentToOccupyIndicator" : true, + "LoanForeclosureOrJudgementIndicator" : false, + "OutstandingJudgementsIndicator" : false, + "PartyToLawsuitIndicator" : false, + "PresentlyDelinquentIndicator" : false, + "PriorPropertyTitleType" : "JointWithSpouse", + "PriorPropertyUsageType" : "PrimaryResidence", + "PriorPropertyUsageTypeOtherDescription" : "N/A", + "PropertyForeclosedPastSevenYearsIndicator" : false, + "BorrowerFirstTimeHomebuyerIndicator" : true + } + } + }, { + "Property" : { + "Address" : { + "AddressLine1" : "123 Apple St", + "City" : "Bearsville", + "State" : "CA", + "PostalCode" : "12345", + "County" : "Carrot County" + }, + "SupplementaryId" : "SUPP123", + "AssessorsParcelNumber" : "APN123", + "CountyFIPSCode" : "12345", + "SaleDate" : "01/01/2020", + "SaleAmount" : "300000", + "AssessmentDate" : "01/01/2021", + "AssessmentAmount" : "350000", + "PropertyUsage" : "PrimaryResidence", + "PropertyUsageOtherDescription" : "N/A", + "PropertyType" : "DetachedCondominium", + "PropertyTypeOtherDescription" : "N/A", + "NumberOfUnits" : "1", + "Valuations" : { + "Valuation" : [ { + "ValuationType" : "Appraisal", + "ValuationTypeOtherDescription" : "N/A", + "ValuationAmount" : "350000" + } ] + }, + "OwnerName" : "John Doe" + } + }, { + "Participant" : { + "FirstName" : "Jane", + "MiddleName" : "B", + "LastName" : "Smith", + "CompanyName" : "XYZ Corp", + "ParticipantType" : "Appraiser", + "ContactPoint" : { + "RoleType" : "Mobile", + "Type" : "Phone", + "Value" : "1234567890", + "PreferenceIndicator" : true + }, + "Address" : { + "AddressLine1" : "123 Dunkin St", + "City" : "Frisco", + "State" : "CA", + "PostalCode" : "12345", + "County" : "Eagle Ridge County" + }, + "Licenses" : { + "License" : [ { + "LicenseNumber" : "LIC123", + "LicenseType" : "Appraiser License", + "LicenseState" : "CA" + } ] + } + } + } ] + } +}' + +curl -X POST "${url}" +-H "Authorization: Bearer your_access_token_here" +-H "Content-Type: application/json" +-H "Accept: application/json" +-d "${data}" +``` + +#### Header Properties +{% include_relative api_includes/header_properties_json.md %} + + +#### Request Data Properties +
+ +| Property | Description | Type | +|---------------|------------------------------------------------------------------------------------------------------|--------| +| TransactionID | Only mandatory when refreshing a previously ordered ADV | string | +| CorrelationID | (mandatory) A user-defined reference number to help identify the order. Does not need to be unique. | string | +| Terms | (mandatory) See section below for more details. | object | + +
+ +##### Terms.Term.personOrPropertyOrParticipant +
+ +| Property | Description | Type | +|--------------------|--------------------------------------------------------------------------|--------| +| Person | (mandatory) aka a `Borrower`. See section below for more details. | object | +| Participant | (optional) aka a `Loan Participant`. See section below for more details. | object | +| Property | (optional) See section below for more details. | object | + +
+ +##### Terms.Term.personOrPropertyOrParticipant.Person +
+ +| Property | Description | Type | +|--------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|---------| +| FirstName | (mandatory) First name of the person | string | +| MiddleName | (optional) Middle name of the person | string | +| LastName | (mandatory) Last name of the person | string | +| HomePhone | (mandatory) Home phone number -- in the `NNN-NNN-NNNN` or `(NNN) NNN-NNNN` or `NNNNNNNNNN` format | string | +| DOB | (mandatory) Date of Birth -- in the `MM/DD/YYYY` format | string | +| SSN | (mandatory) Social Security Number of the person -- in the `NNN-NN-NNNN` or `NNNNNNNNN` format | string | +| | (mandatory) Residences.Residence | | +| CurrentIndicator | (mandatory) Indicates whether the address is the current place of residence. | boolean | +| | (mandatory) Residences.Residence.Address | | +| AddressLine1 | (mandatory) Line1 of the residence of a person | string | +| City | (mandatory) City of the residence of a person | string | +| State | (mandatory) State of the residence of a person. 2-character code indicating which state. | string | +| PostalCode | (mandatory) 5 or 9 digit zip code of the residence. | string | +| | (optional) Employers.Employer -- this section is optional, but if provided the following becomes mandatory: | | +| Name | (mandatory) Name of the Employer. If the Employer object is added, then a `Name` is mandatory. For special cases like `Housewife` or `Retired` where there are no associated Employer Address, then the Address and Phone number become optional. See [Employer](/api/order/enums/types_employer) for more special names. | string | +| Phone | (mandatory) in the `NNN-NNN-NNNN` or `(NNN) NNN-NNNN` or `NNNNNNNNNN` format | string | +| | (mandatory) Employers.Employer.Address | | +| AddressLine1 | (mandatory) Line1 of the address | string | +| City | (mandatory) City of the address | string | +| State | (mandatory) State of the address. 2-character code indicating which state. | string | +| PostalCode | (mandatory) 5 or 9 digit zip code of the address. | string | +| _all other fields_ | (optional) other fields are optional | | + +
+ +##### Terms.Term.personOrPropertyOrParticipant.Participant +
+ +| Property | Description | Type | +|------------------|------------------------------------------------------------------------------------------------------------------------------------------------------|---------| +| ParticipantType | (mandatory) The type of Participant, depending on the type set, (person vs company), various fields will become mandatory while others are optional. | string | + +
+ +See [Loan Participant Type](/api/order/enums/types_loanparticipant/) for a list of possible `ParticipantType` values. + + +##### Terms.Term.personOrPropertyOrParticipant.Property +
+ +| Property | Description | Type | +|--------------------|-------------------------------------------------------------------------------------------|--------| +| | The entire Property section is optional, but if included, the following becomes mandatory | | +| | (mandatory) Address | object | +| AddressLine1 | (mandatory) Line1 of the propery of a person | string | +| City | (mandatory) City of the property of a person | string | +| State | (mandatory) State of the property of a person. 2-character code indicating which state. | string | +| PostalCode | (mandatory) 5 or 9 digit zip code of the property. | string | +| PropertyUsage | (optional) See enums at: [Property Type](/api/order/enums/types_property/) | string | +| PropertyType | (optional) See enums at: [Property Type](/api/order/enums/types_property/) | string | +| _all other fields_ | (optional) other fields are optional | string | + +
+ +See [Property Type](/api/order/enums/types_property/) for a list of possible enum values. + + + +### Responses + +200 +{: .label .label-green } + +The input data is echo-ed back with following additional fields: + +
+ +| Property | Description | Type | +|---------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--------| +| TransactionID | A Pitchpoint generated identifying string to uniquely identify this loan | string | +| | Messages.Message -- A list of messages regarding the result of the order | | +| Category | Typically one of `Info` or `Fault` to indicate whether or not this is an information message or an error message. | string | +| Code | Unique code for the `Message`. Typically, this is `I004` when an order has initially been submitted, as PPS is still processing the order. When the report has successfully been generated, you should see a value of `I001`. A value starting with `EXXX` generally indicates an error. | string | +| Description | Description of the message | string | +| Ref | The url to query to retrieve the results of the order | string | +| | Status -- An object that states the current status of the order as related to billing matters. | | +| Code | The status code. This will typically be `U001` during the ordering phase as Pitchpoint has not completed generating the reports. However once the report has been successfully generated this will typically become `S001` | string | +| Description | A description of the code | string | + + +
+ +Example: +```json +{ + "TransactionID": "0000000000000134076", + "(echoed input data)": ..., + "Attachments" : { + "Attachment" : [ { + "Document" : "RW5jb2RlZCBEb2N1bWVudCBoZXJl", + "Classifier" : "report", + "ContentDisposition" : "inline; filename=\"ADV120\"; creation-date=\"Wed, 05 Mar 2014 14:52:07 EST\"; modification-date=\"Wed, 05 Mar 2014 14:52:07 EST\"; read-date=\"Wed, 05 Mar 2014 14:52:07 EST\"; size=131536", + "ContentType" : "application/pdf" + } ] + }, + "Messages" : { + "Message" : [ { + "Category" : "Info", + "Code" : "I001", + "Description" : "Success" + } ] + }, + "Status" : { + "Code" : "S001", + "Description" : "Serviceable" + }, + "Ref" : "https://api.pointservices.com/riskinsight-services-ws/resources/v1/sami/0000000000000511164" +} +``` + +For a complete list of possible [Message](/api/order/enums/messagedef/) + + + diff --git a/_api/order/order_irs8821transcript.md b/_api/order/order_irs8821transcript.md index ecafc1d..caa257b 100644 --- a/_api/order/order_irs8821transcript.md +++ b/_api/order/order_irs8821transcript.md @@ -242,7 +242,7 @@ Example: } ``` -For a complete list of possible [Message](/api/order/messagedef/) +For a complete list of possible [Message](/api/order/enums/messagedef/) diff --git a/_api/order/order_ssaform89ecbsv.md b/_api/order/order_ssaform89ecbsv.md index 7bd9980..e9389f0 100644 --- a/_api/order/order_ssaform89ecbsv.md +++ b/_api/order/order_ssaform89ecbsv.md @@ -173,7 +173,7 @@ Example: } ``` -For a complete list of possible [Message](/api/order/messagedef/) +For a complete list of possible [Message](/api/order/enums/messagedef/) diff --git a/_developer_guides/orders/ADV.md b/_developer_guides/orders/ADV.md new file mode 100644 index 0000000..d617a15 --- /dev/null +++ b/_developer_guides/orders/ADV.md @@ -0,0 +1,507 @@ +--- +title: ADV +layout: dev_guide +parent: Orders +nav_order: 5 +--- +Beta +{: .label .label-yellow } +# ADV Ordering Guide +{:.no_toc} + +* TOC +{: toc} + + + +## Overview +Your system is ordering an ADV. + + +{: .before_starting } +Get the URL from your Pitchpoint Account Representative of where you should be submitting your orders to. + + +### Step 1: Authenticate and Receive Tokens +Refer to the [Authentication Guide](/developer_guides/authentication/access_token/) for detailed steps on authentication and token retrieval. + + +### Step 2: Place an order + +Include the access token in the `Authorization` header following the `Bearer` keyword. Replace `your_access_token_here` with the actual token you obtained during the authentication process. + +{: .api_ref } +For further explanation of required mandatory fields and their meanings, refer to [ADV API Reference](/api/order/order_adv) + + +#### Example 2 Borrowers Request +Ordering an ADV with two borrowers. + + +```bash +curl -X POST https://api.pointservices.com/riskinsight-services-ws/resources/v1/sami/ADV/ADV-120 +-H "Authorization: Bearer your_access_token_here" +-H "Content-Type: application/json" +-H "Accept: application/json" +-d '{ + "CorrelationID" : "SAMI_ADV120_1534192619544", + "Terms" : { + "Term" : [ { + "Person" : { + "FirstName" : "Melvin", + "LastName" : "Frost", + "SSN" : "123334444", + "DOB" : "11/11/1977", + "HomePhone" : "6128883322", + "Residences" : { + "Residence" : [ { + "Address" : { + "AddressLine1" : "2824 Pumpkin Avenue", + "City" : "Minneapolis", + "State" : "mn", + "PostalCode" : "55408" + }, + "CurrentIndicator" : true + } ] + }, + "Employers" : { + "Employer" : [ { + "Name" : "Google", + "Phone" : "650 253 0000", + "Address" : { + "AddressLine1" : "1600 Amphitheatre Parkway", + "City" : "Mountain View", + "State" : "CA", + "PostalCode" : "94043" + }, + "CurrentIndicator" : true + } ] + } + } + }, { + "Person" : { + "FirstName" : "JETHRO", + "LastName" : "CCLAMPETT", + "SSN" : "222014141", + "DOB" : "10/25/1966", + "HomePhone" : "5556663333", + "Residences" : { + "Residence" : [ { + "Address" : { + "AddressLine1" : "12 Some Address", + "City" : "SomeCity", + "State" : "AL", + "PostalCode" : "55408" + }, + "CurrentIndicator" : true + } ] + }, + "Employers" : { + "Employer" : [ { + "Name" : "Thornton & Thornton", + "Phone" : "612 861 8619", + "Address" : { + "AddressLine1" : "7128 James Ave S", + "City" : "Minneapolis", + "State" : "MN", + "PostalCode" : "55423" + }, + "CurrentIndicator" : true + } ] + } + } + }, { + "Property" : { + "Address" : { + "AddressLine1" : "210 PeachTree Rd", + "City" : "Oakboro", + "State" : "nc", + "PostalCode" : "28129" + } + } + } ] + } +}' +``` + + +If you plan on ordering a `Refresh` later, it is recommended that you keep a copy of the original request (or ensure you're able to generate it again). + + + +#### Example response + +```json +{ + "TransactionID" : "0000000000001857105", + "CorrelationID" : "SAMI_ADV120_1534193229528", + "Terms" : { + "Term" : [ { /* trimmed for brevity */ } ] + }, + "Attachments" : { + "Attachment" : [ { + "Extension" : { + "any" : "\n2018-08-13T16:47:12.573-04:00SAMI_ADV120_1534193229528Melvin Frost2824 Pumpkin AvenueMinneapolisMINNESOTA55408123-33-444411/11/1977(612) 888-3322(home) (650) 253-0000(business)\n\t\t\t\t\t991Phone and Zip code mismatch.\n\t\t\t\t\t\t\t2Date Of Birth could not be verified\n\t\t\t\t\t\t\t3Name not reported at Address\n\t\t\t\t\t\t\t4Phone Number could not be verified\n\t\t\t\t\t\t\t5Neighborhood risk interaction.\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\tMelvinFailed\n\t\t\t\t\t\tFrostFailed\n\t\t\t\t\t\t
2824 Pumpkin AvenueFailedAddress is invalid.Name not reported at AddressNeighborhood risk interaction.\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t
(612) 888-3322FailedNo Name or Address reported with PhonePhone and Zip code mismatch.Phone Number could not be verified\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t123-33-4444Failed\n\t\t\t\t\t\t1977-11-11FailedDate Of Birth could not be verified\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t55408FailedNo match to zip+4 file\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t
Pass\n\t\t\t\t\t\tPass\n\t\t\t\t\t\tPass\n\t\t\t\t\t\tFail\n\t\t\t\t\t\tn/a\n\t\t\t\t\t\t\t\n\t\t\t\t\t\tn/a\n\t\t\t\t\t\t\t\n\t\t\t\t\t\tn/a\n\t\t\t\t\t\t\t\n\t\t\t\t\t\tn/a\n\t\t\t\t\t\t\t\n\t\t\t\t\t\tn/a\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t0\n\t\t\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t
" + }, + "ContentType" : "text/xml" + }, { + "Extension" : { + "any" : "\n123334444\n\t\t\t\t\t\n\t\t\t\t" + }, + "ContentType" : "text/xml" + }, { + "Extension" : { + "any" : "\n2018-08-13T16:47:14.215-04:00SAMI_ADV120_1534193229528JETHRO CCLAMPETT12 Some AddressSomeCityALABAMA55408222-01-414110/25/1966(555) 666-3333(home) (612) 861-8619(business)\n\t\t\t\t\t991Social Issued Before DOB\n\t\t\t\t\t\t\t2Social belongs to a deceased individual\n\t\t\t\t\t\t\t3Phone reported only with different name(s) or Address(es)\n\t\t\t\t\t\t\t4Name not reported at Address\n\t\t\t\t\t\t\t5Phone Number could not be verified\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\tJETHROPass08/01/2018\n\t\t\t\t\t\tCCLAMPETTPass07/28/2018\n\t\t\t\t\t\t
12 Some AddressFailedAddress is invalid.Name not reported at Address\n\t\t\t\t\t\t\t07/28/2018123 BEVERLY HILLS DRAlternate\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t
(555) 666-3333FailedPhone reported only with different First name(s)Phone reported only with different Last name(s)Phone reported only with different Address(es)Phone reported only with different name(s) or Address(es)Phone Number could not be verified\n\t\t\t\t\t\t\t08/01/2018\n\t\t\t\t\t\t222-01-4141PassDeceased Identity Found with No Name MatchSocial Issued Before DOBSocial belongs to a deceased individual\n\t\t\t\t\t\t\t08/01/2018\n\t\t\t\t\t\t1966-10-25Close Match08/01/2018\n\t\t\t\t\t\t55408FailedNo match to zip+4 file\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t
Pass\n\t\t\t\t\t\tPass\n\t\t\t\t\t\tFail\n\t\t\t\t\t\tFail\n\t\t\t\t\t\tn/a\n\t\t\t\t\t\t\t\n\t\t\t\t\t\tn/a\n\t\t\t\t\t\t\t\n\t\t\t\t\t\tn/a\n\t\t\t\t\t\t\t\n\t\t\t\t\t\tn/a\n\t\t\t\t\t\t\t\n\t\t\t\t\t\tn/a\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t0\n\t\t\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t
" + }, + "ContentType" : "text/xml" + }, { + "Extension" : { + "any" : "\nMelvinFrost\n\t\t\t\t\t\t12333444411111977\n\t\t\t\t\t\t\n\t\t\t\t\tThe Social Security Number supplied is incorrect. Please verify and resubmit your order.\n\t\t\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t" + }, + "ContentType" : "text/xml" + }, { + "Extension" : { + "any" : "\n2018813204713690\n\t\t\t\t\t\t\n\t\t\t\t\tMelvin FrostMelvinFrost12333444419771111\n\t\t\t\t\t\t\t
2824 Pumpkin Avenue Minneapolis, MN 55408
61288833222824 Pumpkin AvenueMinneapolisMN55408\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t
\n\t\t\t\t\tYes8NoYesYesYesUnknown ResultNo matchNoNoNoNot PerformedNo Input Data0\n\t\t\t\t\t\t
\n\t\t\t\t\t\t\t\t0\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t" + }, + "ContentType" : "text/xml" + }, { + "Extension" : { + "any" : "\n222014141\n\t\t\t\t\tActive999990200004000023
5398 41WK VW DSW 6DASTORIANY1110599936539841WK VW DSW 6D\n\t\t\t\t\t\t\t
$400,000342009\n\t\t\t\t\t\t\tJETHROCCLAMPETT\n\t\t\t\t\t\t\tY132010\n\t\t\t\t\t\t\tPNC Bank, N.A.1002320NN\n\t\t\t\t\t\t
\n\t\t\t\t\t
\n\t\t\t\t
" + }, + "ContentType" : "text/xml" + }, { /* trimmed for brevity */ }, + { + "Document" : "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.....", + "Classifier" : "report", + "ContentDisposition" : "inline; filename=\"ADV120Test\"; creation-date=\"Mon, 13 Aug 2018 16:47:28 EDT\"; modification-date=\"Mon, 13 Aug 2018 16:47:28 EDT\"; read-date=\"Mon, 13 Aug 2018 16:47:29 EDT\"; size=182184", + "ContentType" : "application/pdf" } + ] + }, + "Messages" : { + "Message" : [ { + "Category" : "Info", + "Code" : "I001", + "Description" : "Success" + } ] + }, + "Status" : { + "Code" : "S001", + "Description" : "Serviceable" + }, + "Ref" : "https://api.pointservices.com/riskinsight-services-ws/resources/v1/sami/0000000000001857105" +} +``` + +After submitting, you may have to wait a few minutes for the request to finish processing. When the request has returned, the +results of the submission will be in the `Messages.Message.Code` section. A `Status.Code` of `S001` indicates that the +order was a billable transaction. + + +You can use the url provided in the `Ref` field to retrieve the order results again. + + + +Make note of the `TransactionID` that was returned. Especially if you plan to order a refresh later. + + + +### Step 3: Ordering a Refresh + +{: .before_starting } +Get the REFRESH URL from your Pitchpoint Account Representative. + +Before you're able to order the refresh, you must first get the `OrderGuid` of the transaction that you just ordered. +Refer to [Querying](/api/order/query) for more information. A sample query might be: + +```bash +curl -X POST https://api.pointservices.com/riskinsight-services-ws/resources/v1/orders/query +-H "Authorization: Bearer your_access_token_here" +-H "Content-Type: application/json" + +{ + "filters": { + "ReferenceNumber": { + "eq": "SAMI_ADV120_1534193229528" + } + } +} + +``` + +Use the `CorrelationID` from the previous request to populate the `ReferenceNumber` field. + + +#### Example response + + +```json +{ + "count": 1, + "filters": { + "ReferenceNumber": { + "ge": "SAMI_ADV120_1534193229528" + } + }, + "limit": 100, + "results": [ + { + "Completed": "2024-04-09T18:50:06.000Z", + "Created": "2024-04-09T18:50:03.000Z", + "Deleted": false, + "Fulfilled": "2024-04-09T18:50:03.000Z", + "OrderGuid": "0000000000014623826", + "OrderSummary": "Melvin Frost & Jethro Cclamptett", + "OwnerCompanyName": "My Company", + "OwnerUserContactMechanism": "sample.user@user.com", + "OwnerUserDisplayName": "User, Sample", + "ProductDisplayName": "ADV Enterprise", + "ProductType": "ADV", + "ReferenceNumber": "SAMI_ADV120_1534193229528", + "ReportAvailable": true, + "Status": "complete" + } + ] +} + +``` + +If the `ReferenceNumber` was not unique, you may get multiple results. Select the `OrderGuid` from the result that you want to refresh. + + +Add the `TranasactionID` to the original request and make any additional modifications to the request as required. + +Using the `OrderGuid` retrieved from the previous request, order the refresh using the modified original request. + +```bash +# Note: We've added the `TransactionID` to the request, since we are telling the system that we wish to target the +# refresh on the `0000000000001857105` loan. +# Note: We've added a middle name to Melvin Frost +# Note: All other data is the same as the original request. Any data that is not submitted, is considered _removed_. +# Note: `OrderGuid` is used in the URL as the last part of the path. + +curl -X POST https://api.pointservices.com/riskinsight-services-ws/resources/v1/sami/ADV/refresh/0000000000014623826 +-H "Authorization: Bearer your_access_token_here" +-H "Content-Type: application/json" +-H "Accept: application/json" +-d '{ + "TransactionID" : "0000000000001857105", + "CorrelationID" : "SAMI_ADV120_1534192619544", + "Terms" : { + "Term" : [ { + "Person" : { + "FirstName" : "Melvin", + "MiddleName" : "A", + "LastName" : "Frost", + "SSN" : "123334444", + "DOB" : "11/11/1977", + "HomePhone" : "6128883322", + "Residences" : { + "Residence" : [ { + "Address" : { + "AddressLine1" : "2824 Pumpkin Avenue", + "City" : "Minneapolis", + "State" : "mn", + "PostalCode" : "55408" + }, + "CurrentIndicator" : true + } ] + }, + "Employers" : { + "Employer" : [ { + "Name" : "Google", + "Phone" : "650 253 0000", + "Address" : { + "AddressLine1" : "1600 Amphitheatre Parkway", + "City" : "Mountain View", + "State" : "CA", + "PostalCode" : "94043" + }, + "CurrentIndicator" : true + } ] + } + } + }, { + "Person" : { + "FirstName" : "JETHRO", + "LastName" : "CCLAMPETT", + "SSN" : "222014141", + "DOB" : "10/25/1966", + "HomePhone" : "5556663333", + "Residences" : { + "Residence" : [ { + "Address" : { + "AddressLine1" : "12 Some Address", + "City" : "SomeCity", + "State" : "AL", + "PostalCode" : "55408" + }, + "CurrentIndicator" : true + } ] + }, + "Employers" : { + "Employer" : [ { + "Name" : "Thornton & Thornton", + "Phone" : "612 861 8619", + "Address" : { + "AddressLine1" : "7128 James Ave S", + "City" : "Minneapolis", + "State" : "MN", + "PostalCode" : "55423" + }, + "CurrentIndicator" : true + } ] + } + } + }, { + "Property" : { + "Address" : { + "AddressLine1" : "210 PeachTree Rd", + "City" : "Oakboro", + "State" : "nc", + "PostalCode" : "28129" + } + } + } ] + } +} + + +```` + +## Other Examples +### An example of everything available to be set in a request + + +```bash +curl -X POST https://api.pointservices.com/riskinsight-services-ws/resources/v1/sami/ADV/ADV-120J +-H "Authorization: Bearer your_access_token_here" +-H "Content-Type: application/json" +-d '{ + "CorrelationID" : "12345", + "Terms" : { + "Term" : [ { + "Person" : { + "FirstName" : "John", + "MiddleName" : "A", + "LastName" : "Doe", + "NameSuffix" : "Jr.", + "SSN" : "123-45-6789", + "DOB" : "01/01/1980", + "Gender" : "M", + "HomePhone" : "123-456-7890", + "Residences" : { + "Residence" : [ { + "Address" : { + "AddressLine1" : "123 Main St", + "City" : "Anytown", + "State" : "CA", + "PostalCode" : "12345", + "County" : "AnyCounty" + }, + "CurrentIndicator" : true + } ] + }, + "Employers" : { + "Employer" : [ { + "Name" : "ABC Corp", + "Phone" : "987-654-3210", + "EIN" : "12-3456789", + "MonthlyIncome" : "5000", + "MonthsOnJob" : "24", + "YearsOnJob" : "2", + "Address" : { + "AddressLine1" : "123 Main St", + "City" : "Anytown", + "State" : "CA", + "PostalCode" : "12345", + "County" : "AnyCounty" + }, + "CurrentIndicator" : true, + "SelfEmployedIndicator" : false + } ] + }, + "Declarations" : { + "AlimonyChildSupportObligationIndicator" : false, + "BorrowedDownPaymentIndicator" : false, + "CitizenshipResidencyType" : "PermanentResidentAlien", + "CoMakerEndorserOfNoteIndicator" : false, + "HomeownerPastThreeYearsIndicator" : true, + "IntentToOccupyIndicator" : true, + "LoanForeclosureOrJudgementIndicator" : false, + "OutstandingJudgementsIndicator" : false, + "PartyToLawsuitIndicator" : false, + "PresentlyDelinquentIndicator" : false, + "PriorPropertyTitleType" : "JointWithSpouse", + "PriorPropertyUsageType" : "PrimaryResidence", + "PriorPropertyUsageTypeOtherDescription" : "N/A", + "PropertyForeclosedPastSevenYearsIndicator" : false, + "BorrowerFirstTimeHomebuyerIndicator" : true + } + } + }, { + "Property" : { + "Address" : { + "AddressLine1" : "123 Apple St", + "City" : "Bearsville", + "State" : "CA", + "PostalCode" : "12345", + "County" : "Carrot County" + }, + "SupplementaryId" : "SUPP123", + "AssessorsParcelNumber" : "APN123", + "CountyFIPSCode" : "12345", + "SaleDate" : "01/01/2020", + "SaleAmount" : "300000", + "AssessmentDate" : "01/01/2021", + "AssessmentAmount" : "350000", + "PropertyUsage" : "PrimaryResidence", + "PropertyUsageOtherDescription" : "N/A", + "PropertyType" : "DetachedCondominium", + "PropertyTypeOtherDescription" : "N/A", + "NumberOfUnits" : "1", + "Valuations" : { + "Valuation" : [ { + "ValuationType" : "Appraisal", + "ValuationTypeOtherDescription" : "N/A", + "ValuationAmount" : "350000" + } ] + }, + "OwnerName" : "John Doe" + } + }, { + "Participant" : { + "FirstName" : "Jane", + "MiddleName" : "B", + "LastName" : "Smith", + "CompanyName" : "XYZ Corp", + "ParticipantType" : "Appraiser", + "ContactPoint" : { + "RoleType" : "Mobile", + "Type" : "Phone", + "Value" : "1234567890", + "PreferenceIndicator" : true + }, + "Address" : { + "AddressLine1" : "123 Dunkin St", + "City" : "Frisco", + "State" : "CA", + "PostalCode" : "12345", + "County" : "Eagle Ridge County" + }, + "Licenses" : { + "License" : [ { + "LicenseNumber" : "LIC123", + "LicenseType" : "Appraiser License", + "LicenseState" : "CA" + } ] + } + } + } ] + } +} +' +``` + + + +