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Bud Financial Customer Applications API

Create, retrieve and manage financial applications for customers using theAssess product. Applications created on this platform can be viewed usingthe Assess Dashboard to observe application statuses.

Bud Financial Customer Applications API is one of 32 APIs that Bud Financial publishes on the APIs.io network, described by a machine-readable OpenAPI specification.

This API exposes 2 JSON Schema definitions.

Tagged areas include Customer Applications. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, a JSON-LD context, and 2 JSON Schemas.

This API exposes 4 operations across 2 paths, and defines 22 schemas. It is described by OpenAPI 3.2.0, at version 2.10.10.

Requests are made against a single base URL, https://api-sandbox.thisisbud.com.

4 operations 2 paths 22 schemas 1 DELETE2 GET1 POST

Metadata

The identity and technical contract details declared by the specification.

Specification
OpenAPI 3.2.0
API Version
2.10.10
Base URL
https://api-sandbox.thisisbud.com
Authentication
HTTP Basic, OAuth 2.0
Resource Areas
1

Authentication & Security 2

Bud Financial Customer Applications API declares 2 security schemes for authenticating requests. It accepts HTTP basic authentication (Basic). It supports OAuth 2.0 (OAuth2) using the clientCredentials flow.

  • OAuth2 — Authentication flow: 1. Perform OAuth2 Client Credentials authentication using API Credentials (clientid,clientsecret) to obtain an accesstoken against /v1/oau…

Paths & Operations 4

Across 2 paths, the API surfaces 4 operations — 1 DELETE, 2 GET, 1 POST. Each is listed below with its method, path, parameters, and response codes.

Customer Applications 4

Create, retrieve and manage financial applications for customers using the Assess product. Applications created on this platform can be viewed using the Assess Dashboard to observ…

POST
/assess/v1/customer-applications
Create Customer Application
v1_customer_applications_post 1 param body → 2014014055XX
GET
/assess/v1/customer-applications
Retrieve Customer Applications
v1_customer_applications_get 3 params → 2004014055XX
GET
/assess/v1/customer-applications/{application_id}
Retrieve Customer Application
v1_customer_application_get 5 params → 2004014055XX
DELETE
/assess/v1/customer-applications/{application_id}
Delete Customer Application
v1_customer_application_delete 2 params → 2044014055XX

Schemas 22

The contract defines 22 schemas that model the data the API accepts and returns. The most detailed are CustomerApplication (13 properties), CustomerLink (5 properties), Metadata (4 properties), PostCustomerApplicationsRequest (4 properties). Each schema is shown below with its type and property counts.

GetCustomerApplicationResponse
object
Details provided back to the client when requesting information relating to a customer's application
3 properties 3 required
PrimaryApplicant
OneTimeFinancialDataConsentType
string
Indicates that data ingestion connections with external providers will be a one-time use only. After authentication and ingestion, the consent will be automati…
GetCustomerApplicationsResponse
object
Response to the retrieve customer application endpoint
3 properties 3 required
DateTimeISO8601
string
A date (and time) in ISO 8601 format.
CustomerApplicationID
string
The unique identifier for a customer application.
DateRangeEnd
string
Determines whether the date range corresponds to a full calendar month or months to the date of the most recent account connection. Example: if the customer co…
PostCustomerApplicationsResponse
object
Details provided back to the client when a new customer application has been created
2 properties 2 required
schemas-DateTimeISO8601
string
ISO Date Format
DateRange
object
3 properties 3 required
Applicant
object
Applicant associated to a financial application.
2 properties 2 required
SecondaryApplicants
array
First and last names of the secondary applicants.
Metadata
object
These fields add additional context to a customer's application. Their visibility and relevance depends on the configuration of the dashboard.
4 properties
CustomerApplication
object
Details relating to a customer's application
13 properties 11 required
TimezoneIdentifier
string
Timezone identifier (e.g. Europe/London) to make dates relativised to the target location. In the case of daylight savings in a location, this ensures that the…
PostCustomerApplicationsRequest
object
Details required in order to create a new customer application
4 properties 1 required
DayOrMonth
string
ISO 8601 date period string representing n months or days (e.g. 3 months = P3M, 4 days = P4D).
ReviewStatus
string
Indicates whether an application has been reviewed or not. - Empty string indicates it has not been reviewed - reviewed indicates that it has been reviewed. No…
CustomerLink
objectnull
Contains a URL that can be provided to a customer in order for them to connect up their accounts (and have their data associated to the application). Also cont…
5 properties 5 required
OperationId
string
A unique identifier/reference associated with a given endpoint/operation
FinancialDataConsentType
Monitoring type for an application refers to the strategy for ingesting data via a customers financial provider. If no monitoring type is provided, the setting…
CustomerID
string
A unique identifier for a Customer, as registered on Bud's platform.

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

bud-co-customer-applications-api-openapi.yml Raw ↑

Other APIs Bud Financial publishes across the network.

Bud Financial Aggregation Buckets API
Bud Financial Correct Financial Data API
Bud Financial Create a Connection API
Bud Financial Custom Insights API
Bud Financial Customer Application Links API
Bud Financial Debt Collection Finder API
Bud Financial Enrichment Resources API
Bud Financial Enrichment Totals API
Bud Financial Frontend Widgets API
Bud Financial Income Finder API
Bud Financial Ingest First Party Data API
Bud Financial Initiate Payment - Bud license API
Where this information came from

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