Update disclosure tracking details
A documents delivery integration can update a disclosure tracking log entry by patching a transaction with a response that returns the required field values, and with a response result object with the action UPDATE_DISCLOSURE_STATUS. The specific fields that are sent as part of the response loan data follow the standard data entitlement model and process.
{
"status": "processing",
"loanFormat": "application/vnd.plm-2.0.0+json",
"loan": {
... // Additional loan data, sent as part of standard transaction loan update
},
"result": {
"format": "application/vnd.disclosure.update-recipients-1.0.0.json",
"action": "UPDATE_DISCLOSURE_RECIPIENTS",
"details": {
... //Update disclosure tracking action details
},
"partnerStatus": "partner status",
"respondingParty": {
"name": "Doc delivery partner",
"address": "P.O. BOX 509124, SUITE 300",
"city": "SAN DIEGO",
"state": "CA",
"postalCode": " 92150",
"pointOfContact": {
"fax": "8002376526",
"phone": "8009864343",
"email": "[email protected]"
}
},
"referenceNumber": "000901"
}
}
The full list of supported fields in the update disclosure status action details are captured in the JSON-schema object definition below. There are several resources available online, such as https://www.jsonschemavalidator.net/, where a result details objects content can be manually validated.
{
"$schema": "http://json-schema.org/draft-07/schema#",
"type": "object",
"validationMessage": {
"invalid-alpha-numeric-string": "a valid String. Please provide a valid String that does not contain leading or trailing spaces.",
"any-of-type-viewed": "At least one of [consentDate, messageDate, eSignedDate, wetSignedDate] is required for type=viewed",
"any-of-type-accepted": "At least one of [consentDate, ip] is required for type=accepted",
"any-of-type-rejected": "At least one of [consentDate, ip] is required for type=rejected",
"any-of-type-authenticated": "At least one of [date, ip] is required for type=authenticated",
"date-time-pattern": "DateTime should be in UTC format Ex: [yyyy-MM-dd'T'HH:mm:ssZ]."
},
"properties": {
"disclosureRecipients": {
"type": "array",
"items": {
"$ref": "#/definitions/recipient-item"
},
"minItems": 1,
"description": "disclosure recipient object"
}
},
"additionalProperties": false,
"required": [
"disclosureRecipients"
],
"definitions": {
"recipient-item": {
"type": "object",
"properties": {
"id": {
"$ref": "#/definitions/non-empty-alpha-numeric-string"
},
"eSignedDate": {
"$ref": "#/definitions/date-time-format"
},
"eSignedIP": {
"type": "string"
},
"wetSignedDate": {
"$ref": "#/definitions/date-time-format"
},
"actions": {
"type": "array",
"items": {
"$ref": "#/definitions/action-item"
},
"minItems": 1,
"description": "disclosure recipient action items"
}
},
"additionalProperties": false,
"required": [
"id"
]
},
"action-item": {
"type": "object",
"properties": {
"type": {
"type": "string",
"enum": [
"viewed",
"accepted",
"rejected",
"authenticated"
]
},
"consentDate": {
"$ref": "#/definitions/date-time-format"
},
"messageDate": {
"$ref": "#/definitions/date-time-format"
},
"eSignedDate": {
"$ref": "#/definitions/date-time-format"
},
"wetSignedDate": {
"$ref": "#/definitions/date-time-format"
},
"ip": {
"type": "string"
},
"date": {
"$ref": "#/definitions/date-time-format"
}
},
"additionalProperties": false,
"required": [
"type"
],
"dependencies": {
"type": {
"allOf": [
{
"if": {
"properties": {
"type": {
"const": "viewed"
}
}
},
"then": {
"anyOf": [
{
"required": [
"consentDate"
],
"validationMessage": {
"$ref": "#/validationMessage/any-of-type-viewed"
}
},
{
"required": [
"messageDate"
],
"validationMessage": {
"$ref": "#/validationMessage/any-of-type-viewed"
}
},
{
"required": [
"eSignedDate"
],
"validationMessage": {
"$ref": "#/validationMessage/any-of-type-viewed"
}
},
{
"required": [
"wetSignedDate"
],
"validationMessage": {
"$ref": "#/validationMessage/any-of-type-viewed"
}
}
]
}
},
{
"if": {
"properties": {
"type": {
"const": "accepted"
}
}
},
"then": {
"anyOf": [
{
"required": [
"consentDate"
],
"validationMessage": {
"$ref": "#/validationMessage/any-of-type-accepted"
}
},
{
"required": [
"ip"
],
"validationMessage": {
"$ref": "#/validationMessage/any-of-type-accepted"
}
}
]
}
},
{
"if": {
"properties": {
"type": {
"const": "rejected"
}
}
},
"then": {
"anyOf": [
{
"required": [
"consentDate"
],
"validationMessage": {
"$ref": "#/validationMessage/any-of-type-rejected"
}
},
{
"required": [
"ip"
],
"validationMessage": {
"$ref": "#/validationMessage/any-of-type-rejected"
}
}
]
}
},
{
"if": {
"properties": {
"type": {
"const": "authenticated"
}
}
},
"then": {
"anyOf": [
{
"required": [
"date"
],
"validationMessage": {
"$ref": "#/validationMessage/any-of-type-authenticated"
}
},
{
"required": [
"ip"
],
"validationMessage": {
"$ref": "#/validationMessage/any-of-type-authenticated"
}
}
]
}
}
]
}
}
},
"date-time-format": {
"type": "string",
"format": "date-time",
"validationMessage": {
"$ref": "#/validationMessage/date-time-pattern"
}
},
"non-empty-alpha-numeric-string": {
"type": "string",
"pattern": "^[A-Za-z0-9](?:[A-Za-z0-9-]*[A-Za-z0-9])?$",
"validationMessage": {
"$ref": "#/validationMessage/invalid-alpha-numeric-string"
}
}
}
}
Below is a sample update disclosure tracking log request payload with most of the fields supported in the update disclosure tracking log operation:
{
"status": "completed",
"loanFormat": "application/vnd.plm-2.0.0+json",
"result": {
"format": "application/vnd.disclosure.update-recipients-1.0.0.json",
"action": "UPDATE_DISCLOSURE_RECIPIENTS",
"details": {
"disclosureRecipients": [
{
"id": "5261c7fa-ec04-4677-8f08-068b851e21c1",
"eSignedDate": "2023-03-10T22:14:26Z",
"eSignedIP": "string",
"wetSignedDate": "2023-03-10T22:14:26Z",
"actions": [
{
"type": "viewed",
"consentDate": "2023-03-10T22:14:26Z",
"messageDate": "2023-03-10T22:14:26Z",
"eSignedDate": "2023-03-10T22:14:26Z",
"wetSignedDate": "2023-03-10T22:14:26Z"
},
{
"type": "accepted",
"consentDate": "2023-03-10T22:14:26Z",
"ip": "string"
},
{
"type": "rejected",
"consentDate": "2023-03-10T22:14:26Z",
"ip": "string"
},
{
"type": "authenticated",
"date": "2023-03-10T22:14:26Z",
"ip": "string"
}
]
}
]
}
}
}
Updated 18 days ago