IGS Residential Solar API (v2)

Download OpenAPI specification:

IGS Residential Solar Team: [email protected]

IGS Solar API

This document describes how to use the IGS Solar API. It is intended for developers and IGS partners to utilize IGS Solar services without the front-end of the Solar360 website. All requests utilize HTTP and require authentication, as described below.

Environments & Domains

There are two environments available for developers utilizing the IGS Solar API, test and production. The test database will be periodically refreshed with production data - do not store anything within it that is critical to your operations.

Please contact IGS for the production and test endpoints.

The credentials for the production and test environments are different. You should've received both credentials when your initial API account was created.

Users & Authentication

Each individual user account for the API ties to a single Solar360 user. Permissions available to API users will be identical to those available to the user within the Solar360 application.

Authentication is handled via a header X-Api-Key. This field and the value (obtained from IGS) must be present on all API calls to authenticate and authorize the request for the appropriate resources.

curl example request:

curl <basePath>/api/v2/events --header "X-Api-Key: 123123123"

All endpoints require authorization.

Versions

The current version of this API is v2. This API will support non-current versions of the API from v2 forward. To access previous versions of the API, change the version number within the url as needed.

Rate-limiting

The API limits each individual user to a maximum of 30 requests per 30 seconds. When the number of requests exceeds the limit, requests will return the 429 - Too Many Requests HTTP error. This limit applies to both production and test environments.

Market-based system constraints

There are limitations on the size, annual production and yield for systems created via this API. Those constraints are specific to states and utilities, available at the /api/v2/utilities endpoint.

  • marketAnnualProductionCap - the system being created must have a total annual production less than this value.
  • marketSystemSizeCap - the system must have a system size less than this value. System size is calculated by panelWattage x panelQuantity.
  • marketYieldCap - the system must have a yield cap less than this value. Yield is calculated by annualProduction / systemSize.

Errors

HTTP status codes are used in all responses to the API. They give a broad indication of whether the request succeeded or failed. 2xx responses indicate success, anything else indicates a failure.

HTTP status codes

Code Description
200 - OK The request returned correctly.
400 - Bad request The request was not properly formed - missing parameters or incorrect values for parameters
401 - Unauthorized The correct API key was not provided, or you do not have permission to access the requested resource.
429 - Too Many Requests Too many requests from this API key are being made. Use an exponential backoff, or consolidate your requests.

Entities

Opportunity

An Opportunity is an address where there is the opportunity for a sale. Opportunities will need to be assigned a customer to progress through the sales process.

Customer

A Customer is a person who is on the Title of the Opportunity Address who is expected to sign a contract or who has signed a contract. If one Customer fails the credit inquiry step, another Customer can be assigned to the Opportunity. Once a Customer has signed a contract, the Customer on the Opportunity cannot be changed.

Agent

Search for available agents.

Authorizations:
ApiKeyAuth
query Parameters
partner
string

The partner code for the agent being searched for.

username
string

A username to filter the search by.

active
boolean
Default: true

Toggle searching for active or inactive users.

type
string

The type of user i.e. SALES, OPERATIONS, etc.

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Avl

Get Racking Types

Authorizations:
ApiKeyAuth
query Parameters
epcPartnerCode
string

EPC Partner Code

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Get Meter Types

Authorizations:
ApiKeyAuth
query Parameters
epcPartnerCode
string

EPC Partner Code

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Get Inverter Types

Authorizations:
ApiKeyAuth
query Parameters
epcPartnerCode
string

EPC Partner Code

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Get Panel Types

Authorizations:
ApiKeyAuth
query Parameters
epcPartnerCode
string

EPC Partner Code

Responses

Response samples

Content type
application/json
[
  • {
    }
]

System

Submit System Details

Authorizations:
ApiKeyAuth
path Parameters
partnerSystemNumber
required
string
Request Body schema: application/json
meterComponentKey
string or null <uuid>

componentKey value from the Avl "Get Meter Types" endpoint

rackComponentKey
required
string <uuid>

componentKey value from the Avl "Get Rack Types" endpoint

moduleComponentKey
required
string <uuid>

componentKey value from the Avl "Get Panel Types" endpoint

required
Array of objects (IGS.Solar.Core.API.Models.System.ArrayDataRequest)

List of Array Data for the system

isLineTrenchingRequired
required
boolean

Designates whether line trenching is required for this system. This must be set to "true" if the racking component is ground-mounted.

shadeReportName
required
string non-empty

Shade report name - valid values are "Aurora" or "Genesis"

Responses

Request samples

Content type
application/json
{
  • "meterComponentKey": "3153a4d1-c328-44c1-a1c3-37a86ed1baca",
  • "rackComponentKey": "db5a349e-9e7b-4777-a98a-002b09be217d",
  • "moduleComponentKey": "55976a73-d79a-4b07-9417-8d9b40c7a529",
  • "arrayData": [
    ],
  • "isLineTrenchingRequired": true,
  • "shadeReportName": "string"
}

Response samples

Content type
application/json
{
  • "systemKey": "ad3c05ad-cf6d-4a42-a747-01afbbe2bf9e",
  • "meter": {
    },
  • "rack": {
    },
  • "fasteners": [
    ],
  • "rails": [
    ],
  • "module": {
    },
  • "arrayData": [
    ],
  • "isLineTrenchingRequired": true,
  • "shadeReportName": "string",
  • "partnerSystemNumber": "string"
}

Update System Details

Authorizations:
ApiKeyAuth
path Parameters
partnerSystemNumber
required
string
Request Body schema: application/json
meterComponentKey
string or null <uuid>

componentKey value from the Avl "Get Meter Types" endpoint

rackComponentKey
required
string <uuid>

componentKey value from the Avl "Get Rack Types" endpoint

moduleComponentKey
required
string <uuid>

componentKey value from the Avl "Get Panel Types" endpoint

required
Array of objects (IGS.Solar.Core.API.Models.System.ArrayDataRequest)

List of Array Data for the system

isLineTrenchingRequired
required
boolean

Designates whether line trenching is required for this system. This must be set to "true" if the racking component is ground-mounted.

shadeReportName
required
string non-empty

Shade report name - valid values are "Aurora" or "Genesis"

Responses

Request samples

Content type
application/json
{
  • "meterComponentKey": "3153a4d1-c328-44c1-a1c3-37a86ed1baca",
  • "rackComponentKey": "db5a349e-9e7b-4777-a98a-002b09be217d",
  • "moduleComponentKey": "55976a73-d79a-4b07-9417-8d9b40c7a529",
  • "arrayData": [
    ],
  • "isLineTrenchingRequired": true,
  • "shadeReportName": "string"
}

Response samples

Content type
application/json
{
  • "systemKey": "ad3c05ad-cf6d-4a42-a747-01afbbe2bf9e",
  • "meter": {
    },
  • "rack": {
    },
  • "fasteners": [
    ],
  • "rails": [
    ],
  • "module": {
    },
  • "battery": {
    },
  • "arrayData": [
    ],
  • "isLineTrenchingRequired": true,
  • "shadeReportName": "string",
  • "isAssociated": true,
  • "ptoDate": "2019-08-24T14:15:22Z",
  • "annualProduction": 0,
  • "incentives": [
    ],
  • "partnerSystemNumber": "string"
}

Get System Details

Authorizations:
ApiKeyAuth
path Parameters
identifier
required
string

Responses

Response samples

Content type
application/json
{
  • "systemKey": "ad3c05ad-cf6d-4a42-a747-01afbbe2bf9e",
  • "meter": {
    },
  • "rack": {
    },
  • "fasteners": [
    ],
  • "rails": [
    ],
  • "module": {
    },
  • "battery": {
    },
  • "arrayData": [
    ],
  • "isLineTrenchingRequired": true,
  • "shadeReportName": "string",
  • "isAssociated": true,
  • "ptoDate": "2019-08-24T14:15:22Z",
  • "annualProduction": 0,
  • "incentives": [
    ],
  • "partnerSystemNumber": "string"
}

Adders

Retrieve all adders

Authorizations:
ApiKeyAuth

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Retrieve all adder groups

Authorizations:
ApiKeyAuth

Responses

Response samples

Content type
application/json
[
  • {
    }
]

BonusItcQualification

Check whether the given coordinates are eligible for any geographically-determined ITC bonuses. The flags should correspond to available options in the Adders API.

Authorizations:
ApiKeyAuth
query Parameters
Latitude
required
number <double> [ -90 .. 90 ]

Latitude in decimal format

Longitude
required
number <double> [ -180 .. 180 ]

Longitude in decimal format

Responses

Response samples

Content type
application/json
{
  • "isEnergyCommunity": true
}

Partner

Get EPC Partners available in the requested state

Authorizations:
ApiKeyAuth
query Parameters
stateCode
string

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Sandbox

Performs an EPC Calculation

Authorizations:
ApiKeyAuth
Request Body schema: application/json
stateCode
required
string non-empty

State abbreviation

commonUtilityCode
string or null

Common utility code

lseId
integer or null <int32>

Genability Load Serving Entity (LSE) ID

epcPartnerCode
string or null

EPC Partner code for the project

adderGroupCode
string or null

Bonus ITC Adder Group Code

product
required
string non-empty

Product type code - "LEASE" or "LEASEPRODGUAR" for lease w/ production guarantee

escalator
required
number <double> \d+(\.\d{1,3})?

The percent the rate increases annually for the life of the contract

Accepted values: 0 and 0.029

annualProduction
required
integer <int32> [ 1 .. 2147483647 ]

Annual production amount, represented as kilowatt-hours (kWh)

systemSize
required
number <double> \d+(\.\d{1,3})?

Size of the solar system to be installed, represented as kilowatts (kW)

Allows up to 3 decimal points of precision

rate
number or null <double> \d+(\.\d{1,3})?

Rate, represented as $/kWh

Required field for all PPA products

Optional field for Lease products - need to provide rate or monthly payment

Allows up to 3 decimal points of precision

monthlyPayment
number or null <double> \d+(\.\d{1,2})?

Monthly payment amount ($), applies only to Lease products

Optional field - need to provide rate or monthly payment

Allows up to 2 decimal points of precision

tsrfPercentage
number or null <double> [ 0 .. 1 ]

TSRF percentage

Optional field - affects pricing due to incentive criteria for efficient systems (currently only relevant in NY)

If not entered, a TSRF of 1 is assumed

Responses

Request samples

Content type
application/json
{
  • "stateCode": "string",
  • "commonUtilityCode": "string",
  • "lseId": 0,
  • "epcPartnerCode": "string",
  • "adderGroupCode": "string",
  • "product": "string",
  • "escalator": 0.1,
  • "annualProduction": 1,
  • "systemSize": 0.1,
  • "rate": 0.1,
  • "monthlyPayment": 0.1,
  • "tsrfPercentage": 1
}

Response samples

Content type
application/json
{
  • "product": "string",
  • "epcCost": 0.1,
  • "escalator": 0.1,
  • "adderGroupName": "string",
  • "adderGroupCode": "string",
  • "estimatedMonthlyPayment": 0.1,
  • "epcPartnerCode": "string",
  • "itcPercent": 0.1
}

Territory

Get Territories for current user

Authorizations:
ApiKeyAuth

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Utility

Get states and utilities that can be used for EPC Calculations

If you are a Sales partner and the EPC Partner Code is not provided, one of the available EPC Partners will be chosen to filter the results. The selected EPC Partner Code will be part of the response.

Authorizations:
ApiKeyAuth
query Parameters
stateCode
string
epcPartnerCode
string

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Opportunity

Associate specific property record to an opportunity

Authorizations:
ApiKeyAuth
path Parameters
partnerSystemNumber
required
string
propertyRecordKey
required
string <uuid>

Responses

Response samples

Content type
application/json
{
  • "userId": "2c4a230c-5085-4924-a3e1-25fb4fc5965b",
  • "agentId": "string",
  • "createDate": "2019-08-24T14:15:22Z",
  • "createBy": "string",
  • "modifyDate": "2019-08-24T14:15:22Z",
  • "modifyBy": "string",
  • "propertyRecordKey": "998c1f0f-8aa0-4a7e-af08-4660dde626da",
  • "occupancy": "string",
  • "county": "string",
  • "apn": "string",
  • "delinquentYear": 0,
  • "taxExemption": "string",
  • "propertyOwnerVesting": {
    },
  • "propertyIndicators": {
    },
  • "propertyOwners": [
    ],
  • "propertySite": {
    },
  • "situsAddress": {
    },
  • "propertyOwnerLastTransfer": {
    }
}

Get the title matches for an opportunity

Authorizations:
ApiKeyAuth
path Parameters
partnerSystemNumber
required
string

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Search Opportunities and Customers

Authorizations:
ApiKeyAuth
query Parameters
CustomerNumber
string [ 0 .. 50 ] characters

Customer Number (max 50 characters)

FirstName
string [ 0 .. 50 ] characters

First Name (max 50 characters)

LastName
string [ 0 .. 50 ] characters

Last Name (max 50 characters)

Address
string [ 0 .. 100 ] characters

Address (max 100 characters)

City
string [ 0 .. 50 ] characters

City (max 50 characters)

State
string = 2 characters

State (2 characters)

ZipCode
string [ 0 .. 5 ] characters

Zip Code (5 characters)

Email
string [ 0 .. 100 ] characters

Email (max 100 characters)

PhoneNumber
string [ 0 .. 100 ] characters

Phone Number (max 100 characters)

IncludeInactive
boolean

Include Inactive flag

page
integer <int32>
Default: 1
pageSize
integer <int32>
Default: 50

Responses

Response samples

Content type
application/json
{
  • "page": 0,
  • "pageSize": 0,
  • "totalPages": 0,
  • "count": 0,
  • "totalCount": 0,
  • "data": [
    ]
}

Get an Opportunity by PartnerSystemNumber

Authorizations:
ApiKeyAuth
query Parameters
partnerSystemNumber
string

Responses

Response samples

Content type
application/json
{
  • "partnerSystemNumber": "string",
  • "address": {
    },
  • "utility": "string",
  • "customer": {
    },
  • "constructionPartnerName": "string",
  • "salesPartnerName": "string",
  • "titleDetails": {
    },
  • "incentiveProgramCode": "string",
  • "trustName": "string",
  • "active": true,
  • "createDate": "2019-08-24T14:15:22Z",
  • "assignedAgentIds": [
    ],
  • "titleMatches": [
    ],
  • "isSystemFirst": true,
  • "availableAdders": [
    ]
}

Create an Opportunity and pull title information for the address

Authorizations:
ApiKeyAuth
Request Body schema: application/json
addressLine1
required
string [ 0 .. 100 ] characters

Address Line 1, max 100 characters

addressLine2
string or null [ 0 .. 100 ] characters

Address Line 2, max 100 characters

city
required
string [ 0 .. 50 ] characters

City, max 50 characters

state
required
string non-empty

State abbreviation (ex. NJ, IL, etc...)

zipCode
required
string non-empty

ZIP Code

zip4
string or null

ZIP+4 codes, optional

adders
Array of strings or null

List of available Bonus ITC Adders for the address

trustName
string or null

Name of the trust (if applicable)

Responses

Request samples

Content type
application/json
{
  • "addressLine1": "string",
  • "addressLine2": "string",
  • "city": "string",
  • "state": "string",
  • "zipCode": "string",
  • "zip4": "string",
  • "adders": [
    ],
  • "trustName": "string"
}

Response samples

Content type
application/json
"string"

Removes a sales agent from an opportunity.

Authorizations:
ApiKeyAuth
path Parameters
partnerSystemNumber
required
string

The partner system number of the opportunity being changed.

salesAgentId
required
string <uuid>

The sales agent id being removed from the opportunity

Responses

Response samples

Content type
application/json
{
  • "errorCode": "string",
  • "message": "string"
}

Assigns a sales agent from an opportunity.

Authorizations:
ApiKeyAuth
path Parameters
partnerSystemNumber
required
string

The partner system number of the opportunity being changed.

salesAgentId
required
string <uuid>

The sales agent id being assigned to the opportunity

Responses

Response samples

Content type
application/json
"string"

Create Estimated Utility Details for the Opportunity

Authorizations:
ApiKeyAuth
path Parameters
partnerSystemNumber
required
string
Request Body schema: application/json
currentAllInUtilityRate
required
number <double> [ 0 .. 1 ]

Current All-In Utility Rate ($/kWh)

estimatedAnnualUsage
required
integer <int32> [ 0 .. 500000 ]

Estimated Annual Usage (kWh)

Responses

Request samples

Content type
application/json
{
  • "currentAllInUtilityRate": 1,
  • "estimatedAnnualUsage": 500000
}

Response samples

Content type
application/json
{
  • "errorCode": "string",
  • "message": "string"
}

Set EPC Partner on the Opportunity

Authorizations:
ApiKeyAuth
path Parameters
partnerSystemNumber
required
string
epcPartnerCode
required
string

Responses

Response samples

Content type
application/json
{
  • "errorCode": "string",
  • "message": "string"
}

Set Utility on the Opportunity

Authorizations:
ApiKeyAuth
path Parameters
partnerSystemNumber
required
string
commonUtilityCodeOrLseId
required
string

Responses

Response samples

Content type
application/json
{
  • "errorCode": "string",
  • "message": "string"
}

OpportunityQuote

Get quotes on the opportunity

Authorizations:
ApiKeyAuth
path Parameters
partnerSystemNumber
required
string

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Create a quote on the opportunity

Authorizations:
ApiKeyAuth
path Parameters
partnerSystemNumber
required
string
Request Body schema: application/json
product
required
string non-empty

Product type code - "LEASE" or "LEASEPRODGUAR" for lease w/ production guarantee

escalator
required
number <double> \d+(\.\d{1,3})?

The percent the rate increases annually for the life of the contract

Accepted values: 0 and 0.029

annualProduction
integer or null <int32> [ 1 .. 2147483647 ]

Annual production amount, represented as kilowatt-hours (kWh).

Required for pricing-first systems

System estimates will be used once a system has been created.

systemSize
number or null <double> \d+(\.\d{1,3})?

Size of the solar system to be installed, represented as kilowatts (kW).

Required for pricing-first systems

System estimates will be used once a system has been created.

Allows up to 3 decimal points of precision

rate
number or null <double> \d+(\.\d{1,3})?

Rate, represented as $/kWh

Required field for all PPA products

Optional field for Lease products - need to provide rate or monthly payment

Allows up to 3 decimal points of precision

monthlyPayment
number or null <double> \d+(\.\d{1,2})?

Monthly payment amount ($), applies only to Lease products

Optional field - need to provide rate or monthly payment

Allows up to 2 decimal points of precision

tsrfPercentage
number or null <double> [ 0 .. 1 ]

TSRF percentage

Optional field - affects pricing due to incentive criteria for efficient systems (currently only relevant in NY)

If not entered, a TSRF of 1 is assumed

unshadedPercent
integer or null <int32> [ 2 .. 100 ]

Unshaded percent

Minimum: 2%, Maximum: 100%

prelimSystemKey
string or null <uuid>
Deprecated

Preliminary System Key

adderKeys
Array of strings or null

Adder Keys for the quote

Include Adder Keys that you want to target with this quote

Responses

Request samples

Content type
application/json
{
  • "product": "string",
  • "escalator": 0.1,
  • "annualProduction": 1,
  • "systemSize": 0.1,
  • "rate": 0.1,
  • "monthlyPayment": 0.1,
  • "tsrfPercentage": 1,
  • "unshadedPercent": 2,
  • "prelimSystemKey": "f85f1ecb-81fc-426e-b9e5-1cb452a912f5",
  • "adderKeys": [
    ]
}

Response samples

Content type
application/json
"497f6eca-6276-4993-bfeb-53cbbbba6f08"

Disqualify a quote on the opportunity

Authorizations:
ApiKeyAuth
path Parameters
partnerSystemNumber
required
string
quoteIdentifier
required
string <uuid>

Responses

Response samples

Content type
application/json
{
  • "errorCode": "string",
  • "message": "string"
}

Customer

Create a payment method for a Customer

Authorizations:
ApiKeyAuth
Request Body schema: application/json
partnerSystemNumber
required
string non-empty

Partner System Number

required
object (IGS.Solar.Core.API.Models.Customer.PaymentInformation)

Payment Information for the Customer (Provide either a Credit Card or Ach Information)

Responses

Request samples

Content type
application/json
{
  • "partnerSystemNumber": "string",
  • "paymentInfo": {
    }
}

Response samples

Content type
application/json
{
  • "success": true,
  • "message": "string"
}

Create a Customer and assign it to the Opportunity of the PartnerSystemNumber in the request

Authorizations:
ApiKeyAuth
Request Body schema: application/json
partnerSystemNumber
required
string non-empty

PartnerSystemNumber of the Opportunity

firstName
required
string [ 0 .. 50 ] characters

Customer's First Name

middleName
string or null [ 0 .. 50 ] characters

Customer's Middle Name

lastName
required
string [ 0 .. 50 ] characters

Customer's Last Name

phoneNumber
required
string [ 0 .. 10 ] characters

Customer's 10-digit Phone Number without any formatting (ex. 3334445555)

emailAddress
required
string [ 0 .. 100 ] characters

Customer's Email Address

trustName
string or null [ 0 .. 200 ] characters

Trust Name (if applicable)

Responses

Request samples

Content type
application/json
{
  • "partnerSystemNumber": "string",
  • "firstName": "string",
  • "middleName": "string",
  • "lastName": "string",
  • "phoneNumber": "string",
  • "emailAddress": "string",
  • "trustName": "string"
}

Response samples

Content type
application/json
"string"

Update a Customer

Authorizations:
ApiKeyAuth
Request Body schema: application/json
partnerSystemNumber
required
string non-empty

PartnerSystemNumber of the Opportunity

firstName
required
string [ 0 .. 50 ] characters

Customer's First Name

middleName
string or null [ 0 .. 50 ] characters

Customer's Middle Name

lastName
required
string [ 0 .. 50 ] characters

Customer's Last Name

phoneNumber
required
string [ 0 .. 10 ] characters

Customer's 10-digit Phone Number without any formatting (ex. 3334445555)

emailAddress
required
string [ 0 .. 100 ] characters

Customer's Email Address

trustName
string or null [ 0 .. 200 ] characters

Trust Name (if applicable)

Responses

Request samples

Content type
application/json
{
  • "partnerSystemNumber": "string",
  • "firstName": "string",
  • "middleName": "string",
  • "lastName": "string",
  • "phoneNumber": "string",
  • "emailAddress": "string",
  • "trustName": "string"
}

Response samples

Content type
application/json
"string"

Send an email to the Customer with a request to sign an Electronic Consent document

Authorizations:
ApiKeyAuth
query Parameters
partnerSystemNumber
required
string
noEmailReturnUrl
string
Default: "0"
additionalRecipientAgentIds
string

Responses

Response samples

Content type
application/json
{
  • "signingUrl": "string"
}

Bypass Electronic Consent - QA only

Authorizations:
ApiKeyAuth
query Parameters
partnerSystemNumber
required
string

Responses

Response samples

Content type
application/json
{
  • "errorCode": "string",
  • "message": "string"
}

Bypass Contract Validation - QA only

Authorizations:
ApiKeyAuth
query Parameters
partnerSystemNumber
required
string

Responses

Response samples

Content type
application/json
{
  • "errorCode": "string",
  • "message": "string"
}

Send an email to the Customer with an invitation to complete a credit inquiry

Authorizations:
ApiKeyAuth
query Parameters
partnerSystemNumber
required
string
noEmailReturnUrl
string
Default: "0"
additionalRecipientAgentIds
string

Responses

Response samples

Content type
application/json
{
  • "invitationUrl": "string"
}

Send an email to the Customer with a request to sign a contract

Authorizations:
ApiKeyAuth
query Parameters
partnerSystemNumber
required
string
quoteIdentifier
string <uuid>
noEmailReturnUrl
string
Default: "0"
additionalRecipientAgentIds
string

Responses

Response samples

Content type
application/json
{
  • "contractSignUrl": "string"
}

Check Customer Credit Score

Authorizations:
ApiKeyAuth
Request Body schema: application/json
partnerSystemNumber
required
string non-empty

Partner System Number

socialSecurityNumber
required
string non-empty

Social Security Number

dateOfBirth
required
string non-empty

Date of Birth

Responses

Request samples

Content type
application/json
{
  • "partnerSystemNumber": "string",
  • "socialSecurityNumber": "string",
  • "dateOfBirth": "string"
}

Response samples

Content type
application/json
{
  • "result": "string",
  • "message": "string"
}

Event

Get events on the opportunity and customer

Authorizations:
ApiKeyAuth
path Parameters
partnerSystemNumber
required
string

Responses

Response samples

Content type
application/json
[
  • {
    }
]

MyAccount

Creates a MyAccount for customers and sends an initial welcome email.

Authorizations:
ApiKeyAuth
path Parameters
partnerSystemNumber
required
string

The partner system number of the customer needing to have a MyAccount created.

Responses

Response samples

Content type
application/json
{
  • "errorCode": "string",
  • "message": "string"
}

Sends a password reset link for a given customer's MyAccount.

Authorizations:
ApiKeyAuth
path Parameters
partnerSystemNumber
required
string

The partner system number of the customer needing to have a MyAccount reset link sent.

Responses

Response samples

Content type
application/json
{
  • "errorCode": "string",
  • "message": "string"
}

Incentive

Get all incentive programs

Authorizations:
ApiKeyAuth

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Get all incentive types

Authorizations:
ApiKeyAuth

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Document

Retrieve all document types

Authorizations:
ApiKeyAuth

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Retrieve all documents

Authorizations:
ApiKeyAuth
path Parameters
identifier
required
string

Responses

Response samples

Content type
application/json
[
  • {
    }
]

Download a single document

Authorizations:
ApiKeyAuth
path Parameters
documentKey
required
string <uuid>

Responses

Response samples

Content type
application/json
{
  • "errorCode": "string",
  • "message": "string"
}

Upload document

Authorizations:
ApiKeyAuth
path Parameters
identifier
required
string
Request Body schema:
file
string <binary>
documentTypeCode
string

Responses

Request samples

Content type
No sample

Response samples

Content type
application/json
{
  • "userId": "2c4a230c-5085-4924-a3e1-25fb4fc5965b",
  • "agentId": "string",
  • "createDate": "2019-08-24T14:15:22Z",
  • "createBy": "string",
  • "modifyDate": "2019-08-24T14:15:22Z",
  • "modifyBy": "string",
  • "documentKey": "e23e425c-e905-4319-8200-20cbc0a43dbc",
  • "fileName": "string",
  • "fileExtension": "string",
  • "isArchived": true,
  • "documentTypeName": "string",
  • "documentTypeCode": "string",
  • "associatedEntity": "string",
  • "docusignTriggeringUser": "string",
  • "fullFileName": "string"
}