Server Automation Scripts and Libraries

Within FintechOS Studio, there are bits of code that execute several actions, which embody a business need such as: filtering products, saving session storage, returning products and setting amounts or periods. On-demand automation scripts are available for being called from any object or context.

The client script library named FTOS_RWM_HeaderNavigation contains the code for the progress bar for the mobile view informing the user about the step they are at. It is called on form driven flows in Advanced section tab > After Events.

Server Automation Scripts

Name Description Script Type Digital Asset
FTOS_BARET_AddMortgageAddress

Based on the addressId, this script updates the address in the database.

Input: var applicantId; var addressId; var postCode; var propertyType; var country; var city; var street; var apartment; var floor; var moveInDate; var moveOutDate; var addressStatus

Output: var params

On demand RWM-SDK
FTOS_BARET_AddMortgageSpending

This script gets the details of the loan and updates the values in the database.

Input: var applicantId; var loansDataId; var creditType; var frequency; var currencyCode; var spendingAmount

Output: var params

On demand RWM-SDK
FTOS_BARET_CheckAvailableMortgageCoApplicants

This script gets the maximum number of applicants set in the Defaults and determines whether the number of existing applicants is smaller than the maximum.

Input: let loanId

Output: void

On demand RWM-SDK
FTOS_BARET_GenerateMortgageLoanDocuments

This script generates the loan documents.

Input: var loanId; var bankingProductId; var applicationId

Output: boolean

On demand RWM-SDK
FTOS_BARET_GetCityIdByName

This script gets the name of the city.

Input: var cityName

Output: boolean

On demand RWM-SDK
FTOS_BARET_GetCountryIdByName

This script gets the name of the country.

Input: var countryName

Output: boolean

On demand RWM-SDK
FTOS_BARET_GetMorgageLoanIdbyRetail

This script gets the loanId and the sessionId.

Input: var retailApplicantId

Output: var result

On demand RWM-SDK
FTOS_BARET_GetMortgageApplicantsFullData

This script gets the data regarding the main borrower and the income, addresses and spendings.

Input: var loanId

Output: void

On demand RWM-SDK
FTOS_BARET_GetMortgageProductsBoundaries

This script gets the minimum and maximum periods and amounts for the banking products and other banking products details (interests and product destination). It is used for the form driven flow FTOS_BARET_ConfigureDIP.

Input: var loanId

Output: boolean

On demand RWM-SDK
FTOS_BARET_GetRankedProductsMortgage

This script determiners the mortgage products in a specific order.

Input: var applicationId; var top

Output: any []

On demand RWM-SDK
FTOS_BARET_GetRetailMortgageAddresses

This script gets the details of the borrower's address.

Input: var applicantId

Output: var data

On demand RWM-SDK
FTOS_BARET_GetRetailMortgageSpendings

This script gets the details of the loan.

Input: var applicantId

Output: var data

On demand RWM-SDK
FTOS_BARET_GetZooplaProperties

This script gets the details of the properties within Zoopla.

Input: var minBed; var maxBed; var minPrice; var maxPrice; var propertyType; var searchLatitude; var serachLongitude; var milesRangeId; var top

Output: var result

On demand RWM-SDK
FTOS_BARET_MortgageApplicantsStatus

This script gets the status of each applicant if the have completed their Applicants' Details.

Input: var masterRetailApplicantId; var maxNumberOfApplicants

Output: boolean

On demand RWM-SDK
FTOS_BARET_MortgageOffer

This script gets the banking products to be offered to the customer.

Input: var loanId

Output: boolean

On demand RWM-SDK
FTOS_BARET_MortgageSendMailLoanDocuments

This script sends the email with the email template MortgageLoanDocuments. For details, see Email Configurations.

Input: var applicationId; var loanId

Output: boolean

On demand RWM-SDK
FTOS_BARET_RemoveMortgageAddress

This script deletes an address.

Input: var addressId

Output: void

On demand RWM-SDK
FTOS_BARET_RemoveMortgageSpending

This script deletes an expense that was added manually by an applicant.

Input: var loanId

Output: void

On demand RWM-SDK
FTOS_BARET_RetailMortgageLinkApplicantData

This script updates the data in the Loan and Retail Applicant Data entities (applicantDataId, applicationId, financialDataId, loanNo, name) and (saves the session to the corresponding applicantId).

Input: var loanId

Output: IFtosScriptableEbsExecutionContext object

On demand RWM-SDK
FTOS_BARET_SaveAvailableMortgageProducts

This script is used to get all the banking products and determines which of those are applicable to the application (interest, instalment type, product destination selected) and calls the RetailMortgagePricingSchedule document to get the value of the interest.

Input: var loanId; var applicationId; var filters

Output: the value of the interest

On demand RWM-SDK
FTOS_BARET_SaveMortgagePricing

This script gets the details about all of the offers (products you are eligibile for, the maximum offer we can give you) and updates the offer data , and then searches for the document for that banking product.

Input: var pricingId; var loanId; var applicationId

Output: boolean

On demand RWM-SDK
FTOS_BARET_UpdateProductSelection

This script updates the data in the Loan entity.

Input: n/a

Output: IFtosScriptableEbsExecutionContext object

On demand RWM-SDK
FTOS_BNKAP_AddRelatedRetailApplicant

This script inserts the co-applicant data in the RetailApplicantRelation entity.

Input: var masterApplicantId; var loanId

Output: var relatedApplicantId

On demand RWM-SDK
FTOS_BNKAP_DeleteAllIncomesByApplicant

This script deletes all the income sources for an applicant from the RetailIncomeData entity.

Input: var masterApplicantId; var loanId

Output: delete incomes

On demand RWM-SDK
FTOS_BNKAP_DeleteRetailApplicantRelation

This script deletes all the data of the co-borrower from the RetailApplicantRelation & RetailApplicantAddress & RetailIncomeData & RetailLoansData entities.

Input: var relatedApplicantId

Output: deletes the data of the co-applicant

On demand RWM-SDK
FTOS_BNKAP_FinancialAnalysis

This script triggers all the business formulas and determines their result.

Input: var let loanId

Output: boolean

On demand RWM-SDK
FTOS_BNKAP_GetMortgageLocations

This script gets the location, text, address and open hours depending on the city.

Input: var loc

Output: var data

On demand RWM-SDK
FTOS_BNKAP_MortageSaveIncome

This script updates the currency for the income.

Input: var incomeId; var incomeData

Output: update the in incomeData

On demand RWM-SDK
FTOS_BNKAP_MortgageAddSalaryIncome

This script inserts the income in the RetailIncomeData entity.

Input: var incomeData

Output: boolean

On demand RWM-SDK
FTOS_BNKAP_MortgageDeleteIncome

This script deletes the income of an applicant.

Input: var incomeId

Output: void

On demand RWM-SDK
FTOS_BNKAP_MortgageGetAllIncomes

This script gets the income and the currency for it.

Input: var retailApplicantId

Output: var data

On demand RWM-SDK
FTOS_RWM_CheckForEndpoint

This script verifies the endpoint.

Input: var endpointName

Output: var result

On demand RWM-SDK
FTOS_BNKAP_GetPurposes

This script gets the destinations of the banking products.

Input: var digitalJourney

Output: boolean

On demand BAN-SDK
FTOS_B2C_SaveSession

This script saves the session storage.

Input: n/a

Output: string

On demand BAN-SDK
 
NOTE  
In addition to the RWM_SDK digital asset, there is the asset BAN-SDK that contains endpoints generically used in all types of digital journeys, not only in DIP for Mortgage.

For details, see Server SDK Reference Guide.