Server Automation Scripts and Libraries

Within the Fintech OS Studio, there are server scripts that 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.

This script sets whether to use the integration with Core Banking or not. It is used in FTOS_BASME_Loan in the step Disbursement.

Input: var corporateApplicantDataId; var loanId

Output: object finalResp

This script sets the SME business partners from the integration. It is used in FTOS_BNKAP_CorporateApplicantData in the step CompanyRole (Applicant Details).

Input: var representative; var corporateApplicantDataId; var setAsApplicant

Output: var retailApplicantId

 

This script returns the maximum offer for a loan. It is used in FTOS_BASME_Loan in the step Approval.

Input: var applicationId;

Output: N/A

 

This script changes the business status of the loan application. It is used in

  • FTOS_BASME_Loan in the step CompanyDetails
  • FTOS_BASME_Loan in the step ContractSigning
  • FTOS_BASME_Loan in the step ContractSigning
  • FTOS_BASME_Loan in the step DIPAnalysis
  • FTOS_BASME_Loan in the step DIPAnalysis
  • FTOS_BASME_Loan in the step FinalAnalysis
  • FTOS_BASME_Loan in the step FinalAnalysis
  • FTOS_BASME_Loan in the step FinalOffers
  • FTOS_BASME_Loan in the step FinancingSolution
  • FTOS_BASME_Loan in the step SelectDestinations
  • FTOS_BASME_Loan in the step Simulation
  • FTOS_BASME_Loan in the step Disbursement
  • FTOS_BNKAP_CorporateApplicantData in the step SubmissionHub
  • FTOS_BNKAP_CorporateApplicantData in the step BusinessPartnersSignatures
  • FTOS_BNKAP_CorporateApplicantData in the step Company Documents
  • FTOS_BNKAP_CorporateApplicantData in the step CompanyConfirmation
  • FTOS_BNKAP_CorporateApplicantData in the step CompanyRole
  • FTOS_BNKAP_CorporateApplicantData in the step Disclosures
  • FTOS_BNKAP_CorporateApplicantData in the step Disclosures
  • FTOS_BNKAP_RetailApplicantData in the step Contact Info SMEL
  • FTOS_BNKAP_RetailApplicantData in the step Fail
  • FTOS_BNKAP_RetailApplicantData in the step VideoRecording-Redirect
  • FTOS_BNKAP_RetailApplicantData in the step IdentityCard
  • FTOS_BNKAP_RetailApplicantData in the step IdentityCard-Fail
  • FTOS_BNKAP_RetailApplicantData in the step IdentityCard-Redirect.

Input: var loanId; var statusName

Output: statusId

 

This script logs the data for the knockout formula, then the scoring formula (the month payment as well). Depending on the maxDTI, it calculates the DTI. If it is approved, it calculates the new offer and the maximum offer. It is used in FTOS_BASME_Loan in the step DIPAnalysis and in FTOS_BASME_Loan in the step FinalAnalysis.

Input: var loanId; var lo; var cad

Output: result

 

This script gets the documents for the banking product, checks for existing document, and if there isn't, it generates the documents. It is used in FTOS_BASME_Loan in the step DIPAnalysis and in FTOS_BASME_Loan in the step FinalAnalysis.

Input: var loanId; var bankingProductId; var applicationId

Output: boolean value

 

This script retrieves the amount and tenor of a loan based on the maximum and minimum amounts and tenors. It is used in FTOS_BASME_Loan in the step Simulation (Simulation).

Input: var applicationId; var pr; var bp; var cr

Output: object data

 

This script gets applicationID, deletes all previous entries from FTOS_BNKAP_Pricing, gets data from FTOS_BP_BankingProduct based on some criteria, and calculates the total amount to be paid. It is used in FTOS_BASME_Loan in the step SelectDestinations ( 2 Find the right financing offer).

Input: var applicationId; var date; var productDestinationIds; var loanId; var availableProduct; var bp; var cl; let scl; let ct; let bs; var d; var bpdt; var ln

Output: var availableProduct

 

It is used in FTOS_BNKAP_CorporateApplicantData in the step CompanyIdentification (Company Identification).

Input: var companyIdentifier

Output: var finalResp

 

This script returns the corporateApplicantDataId based on the retailApplicantId. It is used inFTOS_BNKAP_CorporateApplicantData in the step CompanyIdentification (Company Identification).

Input: var retailApplicantId; var cad

Output: var corporateApplicantDataId

 

This script retrieves the business partners. It is used in FTOS_BNKAP_CorporateApplicantDatab in the step CompanyRole (Applicant Details).

Input: var corporateApplicantDataId; var ar; var rad; var osi

Output: array finalres

 

This script gets the offers the customer is eligible for including the maximum offer. It is used in FTOS_BASME_Loain the step FinalOffers.

Input: var applicationId; var pr; var bp; var curr

Output: offerList

 

This script retrieves the banking products and displays them in Simulation. It is used in FTOS_BASME_Loan in the step Simulation.

Input: var applicationId; var amount; var loanPeriod

Output: result

 

This script returns the retailApplicantId based on the corporateApplicantDataId. It is used in:

  • FTOS_BASME_Loan in the step ContractSigning
  • FTOS_BASME_Loan in the step DIPAnalysis
  • FTOS_BASME_Loan in the step Approval
  • FTOS_BASME_Loan in the step Disbursement.

Input: var corporateApplicantId; var cad; var rad;

Output: object res

 

This script sends the email and SMS for signing the contract with the body of the email and SMS for the business partners to sign and access the B2C environment. It is used in FTOS_BNKAP_CorporateApplicantData in the step BusinessPartnersSignatures.

Input: var retailApplicantId; var action; var toAddress; var arl

Output: N/A

 

This script sends the email depending on the decision. It is used in FTOS_BNKAP_CorporateApplicantData in the step BusinessPartnersSignatures.

Input: var loanId; var decision; var email

Output: N/A

 

This scrip sends the email containing the documents.

Input: var applicationId; var applicantDataId; var accountApplicationId; var apd

Output: N/A

 

This script sends the email with the documents. It is used in

  • FTOS_BASME_Loan in the step FinalOffers
  • FTOS_BNKAP_RetailApplicantData in the step Redirect.

Input: var applicationId; var apd

Output: N/A

 

This script sends the email with the documents. It is used in FTOS_BNKAP_RetailApplicantData in the step Redirect.

Input: var retailApplicantId; var arl; var cad; var lon

Output: N/A

 

This script updates the chosen product. It is used in FTOS_BASME_Loan in the step Simulation (Simulation).

Input: var productId; var loanId; var applicationId; var amount; var period; var scheduleJson; var monthlyPayment; var APR; var simulationJSON;

Output: 'message': "Banking product id updated"

 

This script checks for bankruptcy. It is used in FTOS_BASME_Loan in the step FinalAnalysis.

Input: var loanId; var cad

Output: var haveUpdates

 

This script displays the progress made to uploading the company documents. It is used in FTOS_BNKAP_CorporateApplicantData in the step SubmissionHub (Document Hub).

Input: var corporateApplicantDataId;

Output: result

 

This script updates the corporateApplicantObj. It is used in FTOS_BNKAP_CorporateApplicantData in the step SubmissionHub (Document Hub).

Input: var corporateApplicantId;

Output: corporateApplicantObj

 

This script gets the applicationId based on the retailApplicantId. It is used in FTOS_BNKAP_RetailApplicantData in the step BusinessPartenerSign.

Input: var retailApplicantId; var arl; var cad; var lon

Output: data

 

It is used in FTOS_BNKAP_CorporateApplicantData in the step BusinessPartnersSignatures.

Input: var corporateApplicantId; var retailApplicantId

Output: array result

 

This script sets the status of the business partners signatures. It is used in FTOS_BNKAP_CorporateApplicantData in the step WaitingLoanSignatures.

Input: var corporateApplicantId; var retailApplicantId

Output: array result

 

This script calculates the progress for the identification of the SME representative. It is used in FTOS_BNKAP_CorporateApplicantData in the step SubmissionHub (Document Hub).

Input: var retailApplicantId; var ocr; var fr;

Output: result

 

This script sends the email when the system is waiting for the business partner signature. It is used in FTOS_BNKAP_CorporateApplicantData in the step BusinessPartnersSignatures.

Input: var email; var reailApplicantId

Output: N/A

 

This script sets the loan for the customer. It is used in FTOS_BNKAP_CorporateApplicantData in the step CompanyRole (Applicant Details).

Input: var corporateApplicantDataId; var bac; var cad

Output: boolean value

 

This script sets the signature form the business partners to true. It is used in in FTOS_BNKAP_RetailApplicantData in the step Redirect.

Input: var retailApplicantId; var arl

Output: hasSigned: true

 

This script updates the chosen product. It is used in FTOS_BASME_Loan in the step FinalOffers.

Input: var pricingId; var loanId; var applicationId; var lo; var pc

Output: 'message': "Banking product id updated"

Server Script Libraries

The library used is FTOS_BASME_FinancialChecks. It contains the server automation script named FTOS_BASME_SMELFinancialChecks. This library imports the WebAPIClient named BANFintechOS and registers the value whether the company has declared bankruptcy.

Contact Validation

  1. Open Fintech OS Studio.
  2. Open the main menu Digital Journey, select Form Driven Flows.
  3. From the list, select the flow named FTOS_BNKAP_ContactInfoSMEL.
  4. Click on the section tab named Field Options.
  5. From the Entity Form Fields, open email and phone from the grid: