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  1. Home
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  6. Get Application Template
Updated on April 7, 2023

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      • Get Platform Account Configuration
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      • Get Application
      • Get Application Template
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      • UMS IFrame Authentication
      • UMS IFrame
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Get Application Template

Use GET underwriting application configuration method to inquire an existing underwriting application Template.

  • In the request URL user enters {id} of the existing underwriting Template
  • In the response user receives a Json object with template fields marked as required, visible, or hidden
  • required – required fields
  • visible – optional and visible in application fields
  • hidden – not displayed in application

Endpoint:
GET

Sandbox: https://sandbox.4levers.com/managementapi/api/underwriting-templates/{templateId}/application-template
Production: https://managementapi.4levers.com/api/underwriting-templates/{templateId}/application-template

See Objects Reference for full list of JSON parameters
				
					.../api/underwriting-templates/{templateId}/application-template
Response Example

{
    "businessDetails": {
        "name": "Hidden",
        "legalName": "Hidden",
        "registrationNumber": "Hidden",
        "ownershipType": "Hidden",
        "taxId": "Hidden",
        "giin": "Hidden",
        "incorporationDate": "Hidden",
        "businessAddress": "Hidden",
        "corporateAddress": "Hidden",
        "companyWebsiteUrl": "Hidden",      
        "isRequireDomainValidation": "string",
        "dbaName": "Hidden",
        "dbaWebsiteUrl": "Hidden",
        "dynamicDescriptor": "Hidden",
        "description": "Hidden",
        "customerServicePhone": "Hidden",
        "customerServiceEmail": "Hidden",
        "fax": "Hidden",
        "socialMediaAccounts": "Hidden",
        "agreement": {
            "status": "Hidden",
            "text": "string",
            "url": "string"
        },
        "customField1": {
            "status": "Hidden",
            "name": "string"
        },
        "customField2": {
            "status": "Hidden",
            "name": "string"
        },
        "customField3": {
            "status": "Hidden",
            "name": "string"
        },
        "phoneNumber": "Hidden",
        "emailAddressForNotices": "Hidden",
        "numberOfLocations": "Hidden",
        "numberOfOutlets": "Hidden"
    },
    "businessDetailsDocuments": {
        "registrationCertificate": "Hidden",
        "proofOfAddress": "Hidden",
        "customDocument1": {
            "status": "Hidden",
            "name": "string"
        },
        "customDocument2": {
            "status": "Hidden",
            "name": "string"
        },
        "customDocument3": {
            "status": "Hidden",
            "name": "string"
        },
        "articleOfIncorporation": "Hidden"
    },
    "bankingDetails": {
        "bankAccount": "Hidden",
        "billingAddress": "Hidden"
    },
    "bankingDetailsDocuments": {
        "voidCheck": "Hidden",
        "customDocument1": {
            "status": "Hidden",
            "name": "string"
        },
        "customDocument2": {
            "status": "Hidden",
            "name": "string"
        },
        "customDocument3": {
            "status": "Hidden",
            "name": "string"
        }
    },
    "contactDetails": {
        "contactType": "Hidden",
        "firstName": "Hidden",
        "lastName": "Hidden",
        "legalName": "Hidden",
        "email": "Hidden",
        "mobilePhone": "Hidden",
        "homePhone": "Hidden",
        "address": "Hidden",
        "customField1": {
            "status": "Hidden",
            "name": "string"
        },
        "customField2": {
            "status": "Hidden",
            "name": "string"
        },
        "customField3": {
            "status": "Hidden",
            "name": "string"
        }
    },
    "ownerDetails": {
        "firstName": "Hidden",
        "lastName": "Hidden",
        "idNumber": "Hidden",
        "giin": "Hidden",
        "email": "Hidden",
        "mobilePhone": "Hidden",
        "homePhone": "Hidden",
        "address": "Hidden",
        "dateOfBirth": "Hidden",
        "position": "Hidden",
        "citizenship": "Hidden",
        "ownershipDate": "Hidden",
        "ownershipPercentage": "Hidden",
        "isRequireOwnershipPercentage": true,
        "driversLicenceNumber": "Hidden",
        "customField1": {
            "status": "Hidden",
            "name": "string"
        },
        "customField2": {
            "status": "Hidden",
            "name": "string"
        },
        "customField3": {
            "status": "Hidden",
            "name": "string"
        },
        "controlProng": "Hidden",
        "isAllowedMultipleControlProngs": true
    },
    "ownerDetailsDocuments": {
        "proofOfId": "Hidden",
        "proofOfAddress": "Hidden",
        "personalGuarantee": "Hidden",
        "customDocument1": {
            "status": "Hidden",
            "name": "string"
        },
        "customDocument2": {
            "status": "Hidden",
            "name": "string"
        },
        "customDocument3": {
            "status": "Hidden",
            "name": "string"
        },
        "driversLicenseFront": "Hidden",
        "driversLicenseBack": "Hidden"
    },
    "businessProfile": {
        "industry": "Hidden",
        "category": "Hidden",
        "privacyPolicyUrl": "Hidden",
        "returnsPolicyUrl": "Hidden",
        "tcPolicyUrl": "Hidden",
        "gstExempt": "Hidden",
        "isRequireGstNumber": true,
        "descriptionOfGoods": "Hidden",
        "seasonalBusiness": "Hidden",
        "saleChannels": "Hidden",
        "shippingRequired": "Hidden",
        "isRequireShippingDetails": true,
        "pciCompliance": "Hidden",
        "customField1": {
            "status": "Hidden",
            "name": "string"
        },
        "customField2": {
            "status": "Hidden",
            "name": "string"
        },
        "customField3": {
            "status": "Hidden",
            "name": "string"
        },
        "mccCode": "Hidden",
        "processingMethods": "Hidden",
        "merchantBillingType": "Hidden",
        "merchantPricingModel": "Hidden"
    },
    "businessProfileDocuments": {
        "pciCertificate": "Hidden",
        "customDocument1": {
            "status": "Hidden",
            "name": "string"
        },
        "customDocument2": {
            "status": "Hidden",
            "name": "string"
        },
        "customDocument3": {
            "status": "Hidden",
            "name": "string"
        }
    },
    "businessFinancials": {
        "volumeProjection": "Hidden",
        "avgTicketPriceProjection": "Hidden",
        "customField1": {
            "status": "Hidden",
            "name": "string"
        },
        "customField2": {
            "status": "Hidden",
            "name": "string"
        },
        "customField3": {
            "status": "Hidden",
            "name": "string"
        },
        "monthlyVolumeProjection": "Hidden",
        "annualVolumeProjection": "Hidden",
        "highestTicketPriceProjection": "Hidden",
        "isAnnualAmexVolumeExceedMillionDollars": "Hidden"
    },
    "businessProcessingHistory": {
        "volumeHistory": "Hidden",
        "avgTicketPriceHistory": "Hidden",
        "previousBankruptcy": "Hidden",
        "customField1": {
            "status": "Hidden",
            "name": "string"
        },
        "customField2": {
            "status": "Hidden",
            "name": "string"
        },
        "customField3": {
            "status": "Hidden",
            "name": "string"
        },
        "monthlyVolumeHistory": "Hidden",
        "annualVolumeHistory": "Hidden",
        "highestTicketPriceHistory": "Hidden",
        "previousPersonalBankruptcy": "Hidden"
    }
}
				
			
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