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Updated on September 14, 2023

Dev Portal

  • folder icon closed folder iconIntroduction
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  • folder icon closed folder iconManagement
    • Getting Started
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      • Create User
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      • Objects Reference
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      • Get Application
      • Get Application Template
      • Get Application Fields Statuses
      • Get Application Status
      • Get Linked Sub-Accounts
      • Get Resubmission
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Sign-up Summary

REST Sandbox URL: https://sandbox.4levers.com/NewReportsApi/api/Reports/underwriting-sign-up-summary REST Production URL: https://reports-api.4levers.com/api/Reports/underwriting-sign-up-summary Use Sign-up Summary Report to view the UMS life cycle from an UMS application request to an active Sub-Account.
Request Example (REST Production URL)
GET: https://reports-api.4levers.com/api/Reports/underwriting-sign-up-summary?DateFrom=2019-07-23&DateTo=2019-07-24

Request Parameters

Name Type Required Description
1 dateFrom datetime ✓ determines the selection starting time range
2 dateTo datetime ✓ determines the selection ending time range
serviceproviders integer/array optional enter your service provider id(s)
operators integer/array optional enter your operator id(s)
skip integer optional these parameters determine which records will be displayed in the report based on specified index number.
to get from fifth to twentieth record specify skip = 4 and take = 16
take integer optional

Response Parameters

Name Description
systemdate system date
numberofapplicationsignups overall number of applications created in this specific date
numberofapplicationsundervalidation overall number of applications with status = “under validation”
numberofapplicationsunderreview overall number of applications with status = “under review”
numberofapplicationspendingresubmission overall number of applications with status = “pending resubmission”
numberofdeclinedapplications number of applications declined in this date
numberofapprovedapplications number of applications approved in this date
numberofboardedsubaccounts overall number of sub-accounts created in this date
numberofactivesubaccounts overall number of active sub-accounts in this date
numberofdisabledsubaccounts overall number of disabled sub-accounts in this date
operator operator name
serviceprovider service provider name
				
					[
  {
    "date": "2019-10-15T00:00:00",
    "numberOfApplicationSignUps": "1",
    "numberOfApplicationsUnderValidation": "3",
    "numberOfApplicationsUnderReview": "0",
    "numberOfApplicationsPendingResubmission": "0",
    "numberOfDeclinedApplications": "0",
    "numberOfApprovedApplications": "0",
    "numberOfBoardedSubAccounts": "2",
    "numberOfActiveSubAccounts": "5",
    "numberOfDisabledSubAccounts": "2",
    "operator": "OperatorName1",
    "serviceProvider": "ServiceProviderName1"
  },
  {
    "date": "2019-10-15T00:00:00",
    "numberOfApplicationSignUps": "1",
    "numberOfApplicationsUnderValidation": "3",
    "numberOfApplicationsUnderReview": "0",
    "numberOfApplicationsPendingResubmission": "0",
    "numberOfDeclinedApplications": "0",
    "numberOfApprovedApplications": "0",
    "numberOfBoardedSubAccounts": "2",
    "numberOfActiveSubAccounts": "5",
    "numberOfDisabledSubAccounts": "2",
    "operator": "OperatorName1",
    "serviceProvider": "ServiceProviderName1"
  }
]				
			
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