Financial Input

Input details for the financial transaction.

Root XML tag

<financials>

JSON example

1{
2  "financials": [
3    {
4      "borrowerClosingCostAmt": 95956,
5      "counselingAgencyProviderName": "Test provider",
6      "counselingCompleteBorrName": "BR1",
7      "counselingCompletionDate": "2019-10-31T19:00:00.000Z",
8      "creditFromSeller": 33342,
9      "discountPointCostAmount": 59586,
10      "estFirstMortgagePayment": 459677,
11      "estHomeownerInsurancePayment": 35521,
12      "estMortgageInsurancePayment": 2424555,
13      "estOtherDuesPayment": 24354,
14      "estOtherPayment": 323231,
15      "estPropertyTaxesPayment": 422556,
16      "estSubordinateLienPayment": 35453,
17      "estSuppPropInsurancePayment": 44959,
18      "extendedFields": [],
19      "externalId": "af7e7c76-33ac-4005-b377-4b4663a49ec9",
20      "financeMortgageInsuranceAmt": 353,
21      "hasCompletedCounseling": true,
22      "hasHomeownerEducation": true,
23      "homeEdCompletedBorrowerName": "BR1",
24      "homeownerEdCompleteDate": "2019-10-24T19:00:00.000Z",
25      "homeownerEdFormat": "Attended Workshop in Person",
26      "housingCounselingFormat": "Face-to-Face",
27      "hudApproveAgencyId": "12344",
28      "hudApprovedProviderId": "3532",
29      "landAcquiredSeparatelyAmount": 2040,
30      "loanAmtExclFinMortgageInsurance": 33345,
31      "name": "Fin1",
32      "otherCredit": 2242,
33      "otherNewMortgageLoanAmt": 253535,
34      "outstandingLoanAmount": 24505056,
35      "purchasePriceAmount": 150000,
36      "remodelAndRepairsAmount": 3040
37    }
38  ]
39}

Properties

Name	Type	Description	Required or Optional	Available Version
`borrowerClosingCostAmt`	Double	Total closing costs due from borrower, including prepaid and initial escrow payments.	Optional	48.0
`counselingAgencyName`	String	Counseling provider's name if agency isn't HUD approved or if Housing Counseling Agency ID is unknown.	Optional	48.0
`counselingAgencyProviderName`	String	Education provider's name if agency isn't HUD-approved or if Housing Counseling Agency ID is unknown.	Optional	48.0
`counselingCompleteBorrName`	String	Name of borrower or borrowers who completed housing counseling.	Optional	48.0
`counselingCompletionDate`	String	Date borrower completed housing counseling.	Optional	48.0
`creditFromSeller`	Double	Total amount of closing costs due from seller.	Optional	48.0
`discountPointCostAmount`	Double	Total cost of discount points purchased by the borrower due at closing.	Optional	48.0
`estFirstMortgagePayment`	Double	Proposed monthly first mortgage payment for loan application property, including principal and interest.	Optional	48.0
`estHomeownerInsurancePayment`	Double	Proposed monthly payment for homeowners insurance on application property.	Optional	48.0
`estMortgageInsurancePayment`	Double	Proposed monthly mortgage insurance payment on application property.	Optional	48.0
`estOtherDuesPayment`	Double	Proposed total monthly payment on application property for payments like homeowners association, co-op, condo, or planned unit development dues.	Optional	48.0
`estOtherPayment`	Double	Proposed total monthly payment for other housing expenses on application property.	Optional	48.0
`estPropertyTaxesPayment`	Double	Proposed monthly payment for real estate taxes on application property.	Optional	48.0
`estSubordinateLienPayment`	Double	Proposed total monthly payment for other mortgages or liens on loan application property, including principal and interest.	Optional	48.0
`estSuppPropInsurancePayment`	Double	Proposed monthly payment for supplemental property insurance like flood, earthquake, or umbrella policies on application property.	Optional	48.0
`extendedFields`	Extended Fields Input[]	Custom fields related to the transaction.	Optional	48.0
`externalId`	String	Identifier assigned to imported financial data by external data source (if applicable).	Optional	48.0
`financeMortgageInsuranceAmt`	Double	Total amount of financed mortgage insurance or financed mortgage insurance equivalent.	Optional	48.0
`hasCompletedCounseling`	Boolean	Indicates whether one or more borrowers completed housing counseling within the last 12 months.	Optional	48.0
`hasHomeownerEducation`	Boolean	Indicates whether one or more borrowers completed homeownership education within the last 12 months.	Optional	48.0
`homeEdCompletedBorrowerName`	String	Name of borrower or borrowers who completed homeownership education.	Optional	48.0
`homeownerEdCompleteDate`	String	Date borrower completed homeownership education.	Optional	48.0
`homeownerEdFormat`	String	Indicates the format of homeownership education attended by borrower.	Optional	48.0
`housingCounselingFormat`	String	Indicates the format of the housing counseling completed by borrower.	Optional	48.0
`hudApproveAgencyId`	String	Home counseling provider's Housing Counseling Agency ID if agency is HUD-approved.	Optional	48.0
`hudApprovedProviderId`	String	Homeownership education provider's Housing Counseling Agency ID if agency is HUD-approved.	Optional	48.0
`id`	String	ID of the loan application financial.	Optional	48.0
`landAcquiredSeparatelyAmount`	Double	Price of land if purchased separately from the building or structure.	Optional	48.0
`loanAmtExclFinMortgageInsurance`	Double	Loan amount excluding financed mortgage insurance or financed mortgage insurance equivalent.	Optional	48.0
`name`	String	Name of the loan application financial.	Optional	48.0
`otherCredit`	Double	Total amount of all purchase credits like borrower credits, credits from third parties, and non-cash seller credits.	Optional	48.0
`otherNewMortgageLoanAmt`	Double	Total amount of other new borrower mortgages, both first lien and subordinate lien, on the application property.	Optional	48.0
`outstandingLoanAmount`	Double	Total amount of all mortgage loans on application property to be paid off by refinance loan.	Optional	48.0
`purchasePriceAmount`	Double	Purchase price for the property.	Optional	48.0
`remodelAndRepairsAmount`	Double	Cost of any alterations, improvements, and repairs on the property.	Optional	48.0

Financial Services Cloud Developer Guide

Financial Input