Here’s a list of Financial Services Cloud Business API request bodies.
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Actionable List Definition Source Column Input
A source column configuration used for filtering and picklists on an actionable list definition.
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Actionable List Definition Update Input
The request payload used to partially update an actionable list definition. Include only the fields that you want to update. Omitted fields remain unchanged.
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Actionable List Definitions Create Input
The request payload used to create an actionable list definition.
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Actionable List Definitions Member Status Input
A member status configuration for an actionable list definition.
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Actionable List Definitions Records Input
The request payload used to get records associated with an actionable list definition.
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Actionable List Definitions Source Details Input
Source configuration details for an actionable list definition.
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Filter Input
A filter condition used to retrieve actionable list definition records or to create or update an actionable list.
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Actionable Lists Upsert Input
The request payload used to create or update an actionable list and its members.
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Address Input
Represents address details.
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Asset Input
Represents details about the borrower’s and co-borrower’s current personal and real property.
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Borrower Address Input
Input representation for Borrower addresses.
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Borrower Declaration Input
Input representation for Borrower declarations
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Borrower Employment Input
Represents details about the borrower’s or co-borrower’s current and past employment.
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Borrower Income Input
Input representation for Borrower income
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Borrower Input
Represents details of the borrower or co-borrower for the loan application.
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Case Info Wrapper
Input representation of a case related to the complaint.
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Case Participant Info Wrapper
Input representation of a case participant associated with the complaint.
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Complaint Info Wrapper
Input representation of the complaint details.
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Complaint Management Request Input
Input representation of the request to create a public complaint.
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Document Info Attributes Wrapper
Input representation of the details of a supporting document for the complaint.
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Ethoca Alert Callback Input
Ethoca alert input payload for transaction dispute management.
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Ethoca Event
Ethoca event payload.
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Ethoca Links
Ethoca resource link payload.
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Extended Fields Input
Input representation for extended fields.
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Filter Criteria
Filter criteria for queries of financial goals and households.
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Financial Goal Create Input
Input for creating a single financial goal with goal members and funding.
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Financial Goal Funding Input
Input for Financial Accounts that fund the Financial Goal.
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Financial Goal Input
Input for creating or updating a financial goal.
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Financial Goal List Create Input
Input for creating multiple financial goals with goal members.
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Financial Goal Party Input
Input for adding or removing financial goal members.
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Financial Goal Patch Input
Input for updating a financial goal.
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Financial Goal Query Input
Query input for financial goals and goal members based on a parent record ID. The parent can be a Person Account or Household.
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Financial Input
Input details for the financial transaction.
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Flexible Hierarchy Bulk Validation Input
Input representation to validate flexible hierarchies in bulk asynchronously.
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Flexible Hierarchy Bulk Validation Filter Input
Input representation for a filter criterion used in bulk validation.
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Flexible Hierarchy Check Sync Input
Input representation to check whether rule-based flexible hierarchies are out of sync in bulk asynchronously.
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Flexible Hierarchy Filters Input
Input representation for filter conditions and expression used in bulk validation.
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Flexible Hierarchy Rule-Based Creation Input
Input representation to create or update flexible hierarchies in bulk asynchronously by applying relationship graph definition rules.
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Root Record Input
Input representation of a root record to build a hierarchy for.
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Generic Object Wrapper
Input representation of additional details of the case, case participant, or complaint.
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Liability Input
Details about the borrower and co-borrower current liabilities.
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Mapper Input Representation
Represents the input representation for the Mapper POST method.
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Mortgage Input
Represents the input for mortgage POST or PATCH method.
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Property Input
Represents details of the property the loan application finances.
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Title Holder Input
Represents details of borrowers who are applying to hold title to the property the loan application finances.
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Referral Assignment Assignee Input
The user or queue that receives referrals matching an assignment rule.
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Referral Assignment Condition Input
A single field-operator-value condition used in a referral assignment rule.
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Referral Assignment Rule Input
The request payload used to create a draft referral assignment rule.
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Referral Assignment Rule Order Input
The request payload used to update the evaluation order of referral assignment rules.
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Referral Assignment Rule Order Item Input
One rule and its new sort order value in a reorder request.
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Referral Assignment Rule Status Update Input
The request payload used to activate or deactivate a referral assignment rule.
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Referral Assignment Rule Update Input
The request payload used to replace the definition of a draft or inactive referral assignment rule.
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Referral Form Configuration Input
Input representation of the details to create or update a referral form configuration record, including the top-level definition, the ordered list of steps, and the welcome and success-screen configuration.
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Referral Form Configuration Management Input
Input representation of the top-level details for the referral form configuration record that you want to create or update, such as its display name, developer name, base entity, and activation status.
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Step Section Condition Management Input
Input representation of a single visibility condition for a step section in a referral form configuration record. Each condition compares a field’s value against a supplied value using a specified operator.
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Referral Form Configuration Step Section Field Management Input
Input representation of a single field that appears within a step section of a referral form configuration record, including its display metadata, default value, and runtime behavior.
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Referral Form Configuration Success Message Management Input
Input representation of the default success-screen message that’s shown after a referral is submitted when no configured message rule matches.
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Referral Form Configuration Success Rule Message Management Input
Input representation of the message body that’s shown when a success-screen message rule matches at runtime.
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Referral Form Configuration Welcome Consent Management Input
Input representation of a single consent item that’s shown on the welcome screen of a referral intake form, including the consent text, format, and audit metadata.
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Referral Form Configuration Welcome Content Management Input
Input representation of the body content shown on the welcome screen of a referral intake form.
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Step Section Visibility Condition Input
Input representation of the visibility criteria for a step or step section in a referral form configuration record, including the list of trigger conditions and the logical expression that combines them.
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Referral Form Configuration Step Section Input
Input representation of a section within a step of a referral form configuration record, including the section’s fields, layout order, and optional visibility criteria.
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Referral Form Configuration Success Message Rule Management Input
Input representation of a single success-screen message rule, including the criteria that must match at runtime and the message shown when it does.
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Intake Success Screen Management Input
Input representation of the success-screen configuration for a referral intake form, including the default message and any conditional message rules.
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Intake Welcome Management Input
Input representation of the welcome-screen configuration that’s shown before the first step of a referral intake form, including consent items, welcome content, and prefilled fields.
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Referral Form Configuration Step Input
Input representation of a single step within a referral form configuration record, including its layout order, optional visibility criteria, and list of sections.
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Referral Form Definition Status Update Input
Input representation used to activate or deactivate a referral form configuration definition without modifying its steps, sections, fields, or other configuration details.
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Referral Input
Input representation of the details to create or update a referral through context service at runtime.
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