Here’s a list of Financial Services Cloud Business API resources.
Use these resources to create, get, and update actionable list definitions, get definition records, create or update actionable lists, and get distinct source-column values for picklist filtering.
Create financial accounts and related records from a residential loan application.
Bulk Record Alerts (Financial Accounts)
Retrieve bulk record alerts. Use to fetch bulk record alerts associated with financial accounts.
Bulk Record Alerts (Person Accounts)
Retrieve bulk record alerts. Use to fetch bulk record alerts associated with person accounts.
Use the Client Detail resource to get a complete view of every client and household when they open an account record.
Dispute Management Ethoca Alert Callback
Send an Ethoca alert callback for transaction dispute management.
Create financial goals, goal members, and goal funding.
Update a financial goal and its members and funding.
Query financial goals, goal members, and goal funding using the parent Person Account, Household, or Party Relationship Group record.
Use the Flexible Hierarchy APIs to get the root records that match a relationship graph definition, create or update hierarchies by applying rules, monitor rule-based generation jobs, check whether hierarchies are in sync, get hierarchy snapshots, and validate multiple hierarchies asynchronously.
Intelligent Referral Management
Use the API resources available with Intelligent Referral Management to create and manage referral intake forms and configure referral assignment rules to speed up referral submissions.
Use a single API call to get and update mortgage application information like borrowers, declarations, incomes, addresses, financial transactions, liabilities, assets, properties, and title holders. You can use both the loanApplicationId and the externalID of an external system to get a mortgage application.
Create mortgage applications using the POST method.
Create a customer complaint.
Record Alerts (Financial Accounts)
Retrieve a list of active record alerts on financial accounts.
Record Alerts (Person Accounts)
Retrieve a list of active record alerts on person accounts.
Get the data of a retrieval summary definition by using the root record ID and the retrieval summary defTinition ID.
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