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  1. Home
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  4. Management
  5. Underwriting Management
  6. Get Application
Updated on June 9, 2023

Heartland - Dev Portal

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  • folder icon closed folder iconManagement
    • Getting Started
    • Platform Accounts Management
      • Get Platform Account Configuration
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Get Application

Use GET Underwriting Application method to inquire an existing underwriting application
  • In the request URL user enters {id} of the existing underwriting application
  • In the response user receives a Json object with application fields with values
Endpoint: GET Sandbox: https://sandbox.4levers.com/managementapi/api/underwriting-applications/{applicationId} Production: https://managementapi.4levers.com/api/underwriting-applications/{applicationId}
IMPORTANT: See Objects Reference for full code sample fields description

Response Parameters

Name Type Description
id string Application identifier.
payoutStatus enum Application status:
Available Values:
 
Approved
Declined
UnderReview
UnderValidation
PendingResubmission
OnboardingCompleted
ReadyToProcess
OnboardingFailed
signUpdate datetime
approvalDeclineDate datetime
resubmissionDate datetime
modificationDate datetime
name string Application name.
templateId string Application template identifier.
contactEmail string Notification target email.

Application Body Object

Name Type Description
businessDetails object Business details include business general information.
businessDetailsDocuments object Business details documents include business registration documents.
bankingDetails object Banking details include business bank and bank account information.
bankingDetailsDocuments object Banking details documents include business banking documents.
contactDetails array Contact details include business contact information.
ownerDetails array Owner details include business owner information.
businessProfile object Business profile includes information about the nature of a business
businessProfileDocuments object Business profile documents include pci compliance certificate.
businessFinancials object Business financials include business payment cards processing projections.
businessProcessingHistory object Business processing history includes historical data about payment card processing.
businessProcessingHistory object business processing history includes historical data about payment card processing.
				
					https://sandbox.4levers.com/managementapi/api/underwriting-applications/{applicationId}
Response

{
    "id": 0,
    "status": "Approved",
    "signUpDate": "2022-05-16T12:00:28.810Z",
    "modificationDate": "2022-05-16T12:00:28.810Z",
    "resubmissionDate": "2022-05-16T12:00:28.810Z",
    "approvalDeclineDate": "2022-05-16T12:00:28.810Z",
    "name": "string",
    "templateId": 0,
    "contactEmail": "string",
    "applicationBody": {
        "businessDetails": {
            "name": "string",
            "legalName": "string",
            "registrationNumber": "string",
            "ownershipType": "Individual",
            "taxId": "string",
            "giin": "string",
            "incorporationDate": "2022-05-16T12:00:28.810Z",
            "businessAddress": {
                "street": "string",
                "apartment": "string",
                "city": "string",
                "country": "string",
                "stateCode": "string",
                "zip": "string"
            },
            "corporateAddress": {
                "street": "string",
                "apartment": "string",
                "city": "string",
                "country": "string",
                "stateCode": "string",
                "zip": "string"
            },
            "companyWebsiteUrl": "string",
            "dbaName": "string",
            "dbaWebsiteUrl": "string",
            "dynamicDescriptor": "string",
            "description": "string",
            "customerServicePhone": "string",
            "customerServiceEmail": "string",
            "fax": "string",
            "socialMediaAccounts": [
                {
                    "socialNetwork": "Facebook",
                    "accountName": "string"
                }
            ],
            "agreement": true,
            "customField1": "string",
            "customField2": "string",
            "customField3": "string",
            "phoneNumber": "string",
            "emailAddressForNotices": "string",
            "numberOfLocations": 0,
            "numberOfOutlets": 0
        },
        "businessDetailsDocuments": {
            "registrationCertificate": {
                "fileName": "string",
                "fileBody": "string"
            },
            "proofOfAddress": {
                "fileName": "string",
                "fileBody": "string"
            },
            "customDocument1": {
                "fileName": "string",
                "fileBody": "string"
            },
            "customDocument2": {
                "fileName": "string",
                "fileBody": "string"
            },
            "customDocument3": {
                "fileName": "string",
                "fileBody": "string"
            },
            "articleOfIncorporation": {
                "fileName": "string",
                "fileBody": "string"
            }
        },
        "bankingDetails": {
            "bankAccount": {
                "accountNumber": "string",
                "accountType": "Checking",
                "accountHolderName": "string",
                "entityType": "Personal",
                "routingNumber": "string",
                "bankName": "string"
            },
            "plaidAccessToken": "string",       
            "billingAddress": {
                "country": "US",
                "stateCode": "NY",
                "apartment":"25, 90503" 
                "street": "667 Madison Avenue, Upper East Side",
                "city": "New York",
                "zip": "10065"
            }
        },  
        "bankingDetailsDocuments": {
            "voidCheck": {
                "fileName": "string",
                "fileBody": "string"
            },
            "customDocument1": {
                "fileName": "string",
                "fileBody": "string"
            },
            "customDocument2": {
                "fileName": "string",
                "fileBody": "string"
            },
            "customDocument3": {
                "fileName": "string",
                "fileBody": "string"
            }
        },
        "contactDetails": [
            {
                "id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
                "contactType": "Statements",
                "firstName": "string",
                "lastName": "string",
                "legalName": "string",
                "email": "string",
                "mobilePhone": "string",
                "homePhone": "string",
                "address": {
                    "street": "string",
                    "apartment": "string",
                    "city": "string",
                    "country": "string",
                    "stateCode": "string",
                    "zip": "string"
                },
                "customField1": "string",
                "customField2": "string",
                "customField3": "string"
            }
        ],
        "ownerDetails": [
            {
                "id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
                "firstName": "string",
                "lastName": "string",
                "idNumber": "string",
                "giin": "string",
                "email": "string",
                "mobilePhone": "string",
                "homePhone": "string",
                "address": {
                    "street": "string",
                    "apartment": "string",
                    "city": "string",
                    "country": "string",
                    "stateCode": "string",
                    "zip": "string"
                },
                "dateOfBirth": "2022-05-16T12:00:28.810Z",
                "position": "string",
                "citizenship": "string",
                "ownershipDate": "2022-05-16T12:00:28.810Z",
                "ownershipPercentage": 0,
                "driversLicenceNumber": "string",
                "driversLicenceCountry": "string",
                "driversLicenceState": "string",        
                "customField1": "string",
                "customField2": "string",
                "customField3": "string",
                "controlProng": true,
                "ownerDetailsDocuments": {
                    "proofOfId": {
                        "fileName": "string",
                        "fileBody": "string"
                    },
                    "proofOfAddress": {
                        "fileName": "string",
                        "fileBody": "string"
                    },
                    "personalGuarantee": {
                        "fileName": "string",
                        "fileBody": "string"
                    },
                    "customDocument1": {
                        "fileName": "string",
                        "fileBody": "string"
                    },
                    "customDocument2": {
                        "fileName": "string",
                        "fileBody": "string"
                    },
                    "customDocument3": {
                        "fileName": "string",
                        "fileBody": "string"
                    },
                    "driversLicenseFront": {
                        "fileName": "string",
                        "fileBody": "string"
                    },
                    "driversLicenseBack": {
                        "fileName": "string",
                        "fileBody": "string"
                    }
                }
            }
        ],
        "businessProfile": {
            "industry": "InformationTechnology",
            "category": "Retail",
            "privacyPolicyUrl": "string",
            "returnsPolicyUrl": "string",
            "tcPolicyUrl": "string",
            "gstExempt": true,
            "gstNumber": "string",
            "descriptionOfGoods": "string",
            "saleChannels": [
                {
                    "channelType": "string",
                    "percentageOfSales": 0
                }
            ],
            "shipping": {
                "shippingRequired": true,
                "inventory": true,
                "deliveryTimePercentage": {
                    "oneToSevenDays": 0,
                    "eightToFourteenDays": 0,
                    "fifteenToThirtyDays": 0,
                    "moreThanThirtyDays": 0
                }
            },
            "pciCompliance": {
                "isEnabled": true,
                "pciLevel": "DssLevelOne",
                "storesSensitiveData": true,
                "dataCompromised": true
            },
            "customField1": "string",
            "customField2": "string",
            "customField3": "string",
            "mccCode": "string",
            "seasonalBusiness": true,
            "seasonalBusinessMonths": ["January"],
            "processingMethods": {
                "deviceTerminal": 0,
                "moTo": 0,
                "online": 0
            },  
            "merchantBillingType": "Debit",
            "merchantPricingModel": "DailyDiscount"
        },
        "businessProfileDocuments": {
            "pciCertificate": {
                "fileName": "string",
                "fileBody": "string"
            },
            "customDocument1": {
                "fileName": "string",
                "fileBody": "string"
            },
            "customDocument2": {
                "fileName": "string",
                "fileBody": "string"
            },
            "customDocument3": {
                "fileName": "string",
                "fileBody": "string"
            }
        },
        "businessFinancials": {
            "volumeProjection": {
                "visa": "string",
                "mastercard": "string",
                "americanExpress": "string",
                "localDebitCard": "string",
                "discover": "string"
            },
            "avgTicketPriceProjection": "string",
            "customField1": "string",
            "customField2": "string",
            "customField3": "string",
            "annualVolumeProjection": {
                "visa": "string",
                "mastercard": "string",
                "americanExpress": "string",
                "localDebitCard": "string",
                "discover": "string"
            },
            "monthlyVolumeProjection": {
                "visa": "string",
                "mastercard": "string",
                "americanExpress": "string",
                "localDebitCard": "string",
                "discover": "string"
            },
            "highestTicketPriceProjection": "string",
            "isAnnualAmexVolumeExceedMillionDollars": true
        },
        "businessProcessingHistory": {
            "volumeHistory": {
                "visa": "string",
                "mastercard": "string",
                "americanExpress": "string",
                "localDebitCard": "string",
                "discover": "string"
            },
            "avgTicketPriceHistory": "string",
            "previousBankruptcy": true,
            "customField1": "string",
            "customField2": "string",
            "customField3": "string",
            "monthlyVolumeHistory": {
                "visa": "string",
                "mastercard": "string",
                "americanExpress": "string",
                "localDebitCard": "string",
                "discover": "string"
            },
            "annualVolumeHistory": {
                "visa": "string",
                "mastercard": "string",
                "americanExpress": "string",
                "localDebitCard": "string",
                "discover": "string"
            },
            "highestTicketPriceHistory": "string",
            "previousPersonalBankruptcy": true
        }
    }
}
				
			
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