Server Automation Scripts and Libraries

Within the FintechOS Studio, there are Server Scripts which execute several actions which embody a business need such as: filtering products, returning products and setting amounts or periods. On-demand automation scripts are available for being called from any object or context. Here is a list of the scripts used in this solution.

Library Script
FTOS_BNKAP_RetailLoanFinancialCalculations

It contains the scripts:

  • FTOS_BARET_FinancialCalculations
  • FTOS_BARET_FinancialCalculationsAsync.
FTOS_BARET_CrossSellingUtils

It contains the scripts:

  • FTOS_BARET_isEligibleForCreditCard
  • FTOS_BP_GetCreditCards.
FTOS_BP_ChangeStatus_PaymentScheduleType  
FTOS.BP_CALC.FormulaEngineHelper
  • FTOS_BP_CallFormula
  • FTOS_BP_Formula_BeforeInsert Event trigger
  • FTOS_BP_Formula_BeforeUpdate
  • FTOS_BP_Formula_CreateDataMapping
  • FTOS_BP_GetCommissionDetail
  • FTOS_BP_GetDiscountDetail
  • FTOS_BP_GetInsuranceDetail
  • FTOS_BP_GetInterestDetail
  • FTOS_BP_TestCallFormula
FTOS.Utils
  • AfterInsert_FTOS_CB_AllocationMethodDetail
  • FTOS_BP_BankingProductDiscount_BlockOverlapIntervalI
  • FTOS_BP_BankingProductDiscount_BlockOverlapIntervalU
  • FTOS_BP_BankingProductDocument_Validation_BeforeI
  • FTOS_BP_BankingProductDocument_Validation_BeforeU
  • FTOS_BP_CommissionValue_BlockOverlapIntervalI
  • FTOS_BP_CommissionValue_BlockOverlapIntervalU
  • FTOS_BP_InsuranceItem_BlockOverlapIntervalU
  • FTOS_BP_InsuranceValue_BlockOverlapIntervalI
  • FTOS_BP_InsuranceValue_BlockOverlapIntervalU
  • FTOS_BP_InterestCommissionItem_BlockOverlapIntervalU
  • FTOS_BP_InterestValue_BlockOverlapIntervalI
  • FTOS_BP_InterestValue_BlockOverlapIntervalU
  • FTOS_BP_Simulate
  • FTOS_BP_Versioning_InsertBefore
  • FTOS_BP_Versioning_UpdateAfter
  • FTOS_CheckLicense
  • FTOS_DFP__OTP_MakeAttempt
  • FTOS_DFP_GenerateAndSendOTPxChannel

  • FTOS_DFP_GenerateOTP On demand

  • FTOS_DFP_OCR_CheckPhoto On demand Insert Before

  • FTOS_DFP_OTP_ResendOTPxChannel On demand

  • FTOS_DFP_OTP_SetChannelFailed
FTOS_B2CSession
  • FTOS_BARET_AfterInsert_LinkApplicantData
  • FTOS_BARET_FinancialCalculations
  • FTOS_BARET_FinancialCalculationsAsync
  • FTOS_BARET_SendMailApplicationDocuments
FTOS_BARET_CrossSellingUtils
  • FTOS_BARET_isEligibleForCreditCard
  • FTOS_BP_GetCreditCards
FTOS_BP_BankingProductHelper
  • FTOS_BARET_GenerateLoanDocuments
  • FTOS_BARET_GetAvailablePricingProducts
  • FTOS_BARET_GetAvailableProductsAvailabilityData
  • FTOS_BP_GetAvailableProductDiscounts
  • FTOS_BP_GetAvailableProducts
  • FTOS_BP_GetAvailableProductsExtra
  • FTOS_BP_GetCommissionDetail
  • FTOS_BP_GetDiscountDetail
  • FTOS_BP_GetInsuranceDetail
  • FTOS_BP_GetInterestDetail
  • FTOS_BP_GetProductInsuranceList
  • FTOS_BP_GetProductInterestCommissionList
  • FTOS_BP_GetProductType
  • FTOS_BP_GetScheduleFields
  • FTOS_BP_SetBankingProductCommissionRules
  • FTOS_BP_SetBankingProductInsuranceRules
  • FTOS_BP_SetBankingProductInterestRules
  • FTOS_BP_Simulate
  • FTOS_CB_CountQuestionsOnProduct
  • FTOS_CB_GetQuestionsOnProduct

  • FTOS_Loan_GetAgeFilter
FTOS_BP_BankingProductValidationHelper FTOS_BP_BankingProduct_BU_Validations
FTOS_CheckExistingClientHelper FTOS_ACC_Account_Before_Insert
FTOS_DCS_Liveness
  • FTOS_DCS_Liveness_Check
  • FTOS_DCS_Liveness_GetKeys
  • FTOS_DCS_Liveness_SessionToken
FTOS_DFP_OTP_Utils
  • FTOS_DFP__OTP_MakeAttempt
  • FTOS_DFP_GenerateAndSendOTPxChannel
  • FTOS_DFP_InsertNewOTP
  • FTOS_DFP_OTP_ResendOTPxChannel
  • FTOS_DFP_OTP_SetChannelFailed
  • FTOS_DFP_OTP_SetFailedOTPxChannel
FTOS_FlowSettings_Utils FTOS_GetFlowSettings_ByLoanIdAndDigitalProcessor
FTOS_Onfido_Integration
  • FTOS_Onfido_CreateCheck_Full
  • FTOS_Onfido_Full
  • FTOS_Onfido_VerifyChecksForCurrentApplicant
  • FTOS_Onfido_VerifyCheckStatusById
  • FTOS_Process_Onfido_Webhook

Server automation Scripts

Script

Type
FTOS_BNKAP_CheckIfIsCustomer On demand
FTOS_BNKAP_CheckIfIsInBlacklist On demand
FTOS_BNKAP_GetIntervalAge On demand
FTOS_BNKAP_SaveConsentsTimestamp On demand
FTOS_BNKAP_SaveGDPRConsentTimestamp On demand
FTOS_BNKAP_SelectOffer On demand
FTOS_BNKAP_SendReferralEmail On demand
FTOS_BNKAP_ValidateReferral On demand
FTOS_BARET_AccountApplication_BusinessWorkflow On demand
FTOS_BARET_AddFeedback On demand
FTOS_BARET_AgreeLoanDocument On demand
FTOS_BARET_CalculatePMT On demand
FTOS_BARET_FilterAvailableProductsAmountAndPeriod On demand
FTOS_BARET_FinancialCalculations On demand
FTOS_BARET_FinancialCalculationsAsync On demand
FTOS_BARET_GenerateLoanDocuments On demand
FTOS_BARET_GetApplicantData On demand
FTOS_BARET_GetApplicationDocuments On demand
FTOS_BARET_GetAvailablePricingProducts On demand
FTOS_BARET_GetAvailableProductsAvailabilityData On demand
FTOS_BARET_GetChoosedPricing On demand
FTOS_BARET_GetChoosedPricingDetails On demand
FTOS_BARET_GetDestinationDataById On demand
FTOS_BARET_GetDTI On demand
FTOS_BARET_GetLoanDestinationTiles On demand
FTOS_BARET_GetNoOfOpenRequestsByPIN On demand
FTOS_BARET_GetSlidersParameters On demand
FTOS_BARET_isEligibleForCreditCard On demand
FTOS_BARET_LoanChangeStatus On demand
FTOS_BARET_MaxOfferCalculation On demand
FTOS_BARET_Scoring On demand
FTOS_BARET_SelectSingleRequest On demand
FTOS_BARET_SendMailApplicationDocuments On demand
FTOS_BARET_SendMailApplicationDocumentsSigned On demand
FTOS_BARET_SetChosenProduct On demand
FTOS_BARET_SetLoanAmountAndPeriod On demand
FTOS_BARET_SetPaymentDay On demand

 

This script checks in the system if the customer is an existing customer based on the PIN.

HINT  
To achieve this, the script checks in the entity Account if the customer is already existing and saves the value in FTOS_BNKAP_RetailApplicantData in the attribute isExistingCustomer.

Input: retailApplicant

Output: array checkCustomer.

This script checks if the customer is blacklisted.

HINT  
To achieve this, the script checks in the entity FTOS_BNKAP_RetailApplicantData in the attributeisInBlacklist if the customer is blacklisted.

Input: N/A

Output: array checkCustomerBlack.

This script checks to see if the age of the applicant is in the interval of 18 to 65. This script is used after the step Know Your Customer.

Input: age, minAge = 18; maxAge = 65; isNotInRange

Output: sets the string isInAgeInterval

This script saves the time when the consents were given. This script is used in the step Consents.

Input: agreeTerms, agreeNationalTaxation, agreeCreditBureau

Output: time: now if user agreed to consents, else display the message Agreement not accepted.

This script saves the time when the consents were given. This script is used in the step Contact Info.

Input: agreed

Output: time: now if user agreed to consent, else display the message Agreement not accepted.

This script updates the pricing and loan entities with the calculated values after selecting an offer. This script is used for the step Product Selection.

Input: pricingId; maxInstallment

Output: Js

This script sends the email with the referral to an email address inserted by the customer to referrer a friend. This script is used in the step Congratulations & Feedback.

Input: email; referralId; applicantDataId;

Output: the function sendMailNoEx is executed.

This script validates the referral. This script is used in the step Congratulations & Feedback.

Input: referralId

Output: N/A

This script sets the status of the application of a customer: Initialized; OCR in Progress; Face Recognition in Progress; Video Call in Progress; Contract Signed.

Input: accountApplicationId; toStatus businessStatusInitialized;

Output: N/A

This script inserts the rating given by the customer at the end of the flow. This script is used in the step Congratulations & Feedback.

Input: rating; sourceId; applicationId;

Output: array p

This script updates the approval of the customer to the document. This script is used in the step Signature of Documents.

Input: applicationDocumentId; value;

Output: var agreed

This script calculates the monthly payment, based on the loan amount and the duration. This script is used in multiple steps such as Simulation.

Input: monthlyPayment; duration; amount; interest;

Output: var monthlyPayment

This script filters the products based on the selected amount and period. This script is used for the step Product Selection.

Input: applicationId; amount; period; maxProductsDisplayed;

Output: array res

This script simulates the async with ANAF and Credit Bureau. This script is used for the step Application Result

Input: loanId; applicantDataId;

Output: var financialAnaysis

This script calculates the finance for the applications with the business status SubmittedForReview. This script is used in the step Submit Application.

Input: array loans (with at least one element)

Output: var financialAnaysis

This script generates the loan documents. This script is used in the step Signature of Documents.

Input: applicationId

Output: array data.

This script filters the products based on the amount and period and destination type id.

Input: amount; period; applicationId.

Output: array res

This script saves the available product details into Pricing.

Input: applicationId; productDestTypeId; loanId; date.

Output: array bpRes

This script returns the best offer (banking product) to the customer. This script is used in the step Application Result.

Input: loanId

Output: array pricingData

This script retuns the details about the banking product.

Input: applicationId

Output: array res

This script returns the destination data based on its ID.

Input: destinationId

Output: array res.

This script retuns the DTIClosed The Debt-to-Income ratio (DTI) is a personal indicator of a good balance between debt and income. Monthly debt payment amount / Monthly gross amount (before taxes and other deductions)..

Input: financialDataId

Output: array financialData

This script returns the loan destination. This script is used in the step Welcome screens.

Input: des; type;

Output: array statements

This script returns the number of applications filtering them via the personal identification number.

Input: L; RAD.

Output: array noOfRows

This script returns the values for the sliders. This script is used in the step Simulation.

Input:

Output: var parsedSettings

This script calculates whether the customer is eligible financially for a credit card. This script is used for the step Credit Card.

Input: var pricingDetails

Output: boolean isEligible

This script changes the status of the loan. This script is used in multiple steps.

Input: loanId; status.

Output: var status

This script calculates the maximum offer for a customer. This script is used in the step Application Result.

Input: interestRate; monthlyPaymentsForCreditLimits; tenor; income; maxDTI; otherInstallments;

Output: array res

This script calculates the scoring.

Input: applicantDataId; loanId.

Output: var scoringDecision

This script checks to the applications with the statuses new, contactInfo, data, consents, completed, review, approved, docs for the same person (same PIN) and moves them all to the status CanceledByCustomer.

Input: PIN; loanId.

Output: N/A

This script sends the email with the application documents. This script is used in the step Signature of Documents.

Input: applicantDataId; loanId; applicationId;

Output: boolean manuallySign

This script sends the email with the application documents signed by the customer. This script is used in the step Signature of Documents.

Input: applicantDataId; loanId; applicationId;

Output: N/A

This script updates the loan with the default banking product.

Input: loanId; productId; applicationId; pricingId;

Output: string message

This script updates the amount and period. This script is used in the step Simulation.

Input: loanIdId; loanAmount; period.

Output: var loanAmount; period

This script sets the payment day of installments. This script is used in the step Choose Installment Payment Date.

Input: choosenDate; finalDate.

Output: var finalDate.