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Documentation Index

Fetch the complete documentation index at: https://docs.finpace.tech/llms.txt

Use this file to discover all available pages before exploring further.

Reference overview

The API reference models the business objects and control surfaces a bank expects to see documented.

API domains

  • parties, groups, customers, agreements, and entitlements
  • products, bundles, offers, rate cards, campaigns, and experiments
  • account applications, arrangements, balances, mandates, and transactions
  • payments, approvals, liquidity pools, and sweeps
  • credit applications, affordability assessments, decision packages, offers, and facilities
  • collateral, covenants, and condition checklists
  • channel sessions, interaction events, workbench context, and routing profiles
  • cases, tasks, documents, statements, notification templates, and deliveries
  • AI assist sessions, policy evaluation, and governed tool execution

Conventions

  • OAuth or bearer-token protected
  • idempotency for state-changing calls
  • event-friendly resource design
  • explicit approval endpoints where control is required
  • object-centric responses rather than UI-shaped payloads