@matech/thebigpos-sdk 2.48.0-rc6 → 2.49.0-rc0

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
package/dist/index.d.ts CHANGED
@@ -56,15 +56,18 @@ export type FilterType = "DateGreaterThanOrEqualTo" | "DateGreaterThan" | "DateL
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  export type Environment = "Development" | "Staging" | "UAT" | "Production";
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  export type EntityType = "Account" | "Corporate" | "Branch" | "LoanOfficer" | "Realtor";
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  export type EncompassLogOutcome = "Success" | "Failure" | "PartialSuccess";
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- export type EncompassLogOperationType = "FieldUpdate" | "ConsentUpdate" | "DocumentSync" | "MilestoneUpdate" | "DocumentAttachment" | "General" | "FieldReader";
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+ export type EncompassLogOperationType = "FieldUpdate" | "ConsentUpdate" | "DocumentSync" | "MilestoneUpdate" | "DocumentAttachment" | "General" | "FieldReader" | "Read";
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  export type EncompassEnvironment = "Production" | "UAT";
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  export type DraftType = "NewLoan" | "EditLoan";
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+ export type DocumentVisibilityScope = "Own" | "All";
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  export type CustomFieldEntityType = "Loan";
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  export type CustomFieldDataType = "String" | "Number" | "Decimal" | "Boolean" | "Date" | "SingleSelect" | "MultiSelect";
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  export type CustomFieldAccessLevel = "NoAccess" | "ReadOnly" | "ReadWrite";
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  export type ConsentType = "Econsent" | "CreditAuthorization" | "Tcpa";
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  export type ConsentSource = "TheBigPOS" | "ConsumerConnect";
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  export type ConsentLosSyncStatus = "NotStarted" | "Failed" | "Success";
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+ export type CompanyDocumentSourceType = "File" | "FreeText";
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+ export type CompanyDocumentIndexStatus = "Uploaded" | "Indexing" | "Indexed" | "Failed";
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  export type ClassificationSource = "Textract" | "Llm" | "Manual";
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  export type BranchType = "Mortgage" | "RealEstate";
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  export type BorrowerType = "Borrower" | "CoBorrower" | "Unknown";
@@ -74,7 +77,7 @@ export type BillingType = "ClosedLoan" | "LoanOfficer";
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  export type AuditChangeType = "Created" | "Modified" | "SoftDeleted" | "HardDeleted" | "Restored" | "Deactivated" | "Reactivated";
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  export type AiUrlSourceScope = "FullDomain" | "SpecificPath";
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  export type AiUrlSourceCategory = "Regulatory" | "Guidelines" | "MarketData" | "Custom";
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- export type AiStructuredDataType = "Table" | "DocumentAnalysis" | "DocumentList" | "GeneratedDocument";
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+ export type AiStructuredDataType = "Table" | "DocumentAnalysis" | "DocumentList" | "GeneratedDocument" | "CitedPassages";
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  export type AiQueryTemplateName = "PipelineSummary" | "LoanDetail" | "LoansClosing" | "StaleLoans" | "LoansByType" | "LoansByOfficer" | "AverageLoanAmount" | "LockedVsUnlocked" | "LoansByPurpose" | "LoansByPropertyState" | "LoansByRate" | "DtiLtvRisk" | "DisclosureTracking" | "NewLoans" | "ExpiringLocks" | "ClosedLoans" | "VerificationGaps" | "CreditScoreDistribution" | "OccupancyMix" | "PropertyTypeMix" | "FirstTimeHomebuyer" | "SelfEmployed" | "ReferralSourcePerformance" | "AmortizationMix" | "TimeToClose" | "ConversionFunnel" | "MonthlyProduction" | "PaymentAffordability" | "DownPaymentCashToClose" | "ApprovalExpirations" | "ApplicationCompleteness" | "LosSyncHealth" | "DeclarationsRisk" | "MilitaryEligibility" | "OutstandingTasks" | "ConsentTracking" | "TaskStatusBreakdown" | "ConsentSyncHealth";
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  export type AiPromptScope = "General" | "LoanSpecific";
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  export type AiPromptCategory = "DocumentAnalysis" | "DataQuery" | "General" | "Action";
@@ -82,7 +85,7 @@ export type AiOutputType = "Text" | "Document";
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  export type AiIntent = "Greeting" | "Invalid" | "Relevant" | "LoanSpecific" | "DocumentList" | "GeneralKnowledge" | "Blocked" | "Action" | "ConversationMeta" | "Capabilities" | "UsageReport";
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  export type AiGuardrailCategory = "ContentSafety" | "PromptInjection" | "Privacy" | "Legal";
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  export type AiDisplayHint = "Table" | "SummaryCards" | "RankedList" | "Comparison" | "ExecutiveBrief";
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- export type AiAuditEventType = "Error" | "GuardrailBlockedPre" | "GuardrailPassedPre" | "IntentClassified" | "LoanResolvedFromMessage" | "DocumentNotFound" | "GuardrailBlockedPost" | "GuardrailPassedPost" | "DocumentAnalyzed" | "DocumentList" | "DocumentResolutionAmbiguous" | "ResponseGenerated" | "ParametersExtracted" | "QueryExecuted" | "LoanContextNotFound" | "LoanContextLoaded" | "GuardrailBlockedBedrock" | "PromptMatched" | "QueryCondensed" | "IntentParseFailed" | "LoanSearchTermDiscarded" | "CanonicalFieldsSelected" | "LoanAccessDenied" | "AgentModelCall" | "AgentToolCallRequested" | "AgentToolCallCompleted" | "AgentToolCallFailed" | "AgentLoopLimitReached" | "RequestCancelled";
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+ export type AiAuditEventType = "Error" | "GuardrailBlockedPre" | "GuardrailPassedPre" | "IntentClassified" | "LoanResolvedFromMessage" | "DocumentNotFound" | "GuardrailBlockedPost" | "GuardrailPassedPost" | "DocumentAnalyzed" | "DocumentList" | "DocumentResolutionAmbiguous" | "ResponseGenerated" | "ParametersExtracted" | "QueryExecuted" | "LoanContextNotFound" | "LoanContextLoaded" | "GuardrailBlockedBedrock" | "PromptMatched" | "QueryCondensed" | "IntentParseFailed" | "LoanSearchTermDiscarded" | "CanonicalFieldsSelected" | "LoanAccessDenied" | "AgentModelCall" | "AgentToolCallRequested" | "AgentToolCallCompleted" | "AgentToolCallFailed" | "AgentLoopLimitReached" | "RequestCancelled" | "KnowledgeBaseRetrieved";
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  export type AddressFamily = "Unspecified" | "Unix" | "InterNetwork" | "ImpLink" | "Pup" | "Chaos" | "NS" | "Ipx" | "Iso" | "Osi" | "Ecma" | "DataKit" | "Ccitt" | "Sna" | "DecNet" | "DataLink" | "Lat" | "HyperChannel" | "AppleTalk" | "NetBios" | "VoiceView" | "FireFox" | "Banyan" | "Atm" | "InterNetworkV6" | "Cluster" | "Ieee12844" | "Irda" | "NetworkDesigners" | "Max" | "Packet" | "ControllerAreaNetwork" | "Unknown";
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  export interface ASOSettings {
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  enabled: boolean;
@@ -513,6 +516,14 @@ export interface AiChatStructuredData {
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  /** @format uuid */
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  generatedDocumentId?: string | null;
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  generatedFileName?: string | null;
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+ passages?: AiCitedPassage[] | null;
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+ }
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+ export interface AiCitedPassage {
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+ folderName: string;
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+ documentName: string;
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+ excerpt: string;
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+ /** @format double */
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+ score?: number | null;
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  }
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  export interface AiConversationAuditSummary {
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  /** @format uuid */
@@ -603,6 +614,7 @@ export interface AiPrompt {
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  description: string;
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  documentTypes: string[];
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  applicableUrlSourceIds: string[];
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+ knowledgeBaseFolderIds: string[];
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  allowedRoles: string[];
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  systemPrompt: string;
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  /** @format int32 */
@@ -1036,6 +1048,55 @@ export interface CompanyAddress {
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  state: string;
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  zip: string;
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  }
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+ export interface CompanyDocument {
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+ /** @format uuid */
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+ id: string;
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+ /** @format uuid */
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+ folderId: string;
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+ folderName: string;
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+ name: string;
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+ sourceType: CompanyDocumentSourceTypeEnum;
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+ contentType?: string | null;
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+ /** @format int64 */
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+ fileSizeBytes: number;
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+ inlineContent?: string | null;
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+ indexStatus: CompanyDocumentIndexStatusEnum;
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+ indexError?: string | null;
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+ /** @format date-time */
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+ indexedAt?: string | null;
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+ /** @format uuid */
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+ uploadedByUserId?: string | null;
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+ /** @format date-time */
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+ createdAt: string;
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+ /** @format date-time */
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+ updatedAt?: string | null;
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+ }
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+ export interface CompanyDocumentFolder {
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+ /** @format uuid */
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+ id: string;
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+ name: string;
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+ description?: string | null;
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+ isSystemDefault: boolean;
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+ /** @format int32 */
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+ documentCount: number;
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+ /** @format date-time */
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+ createdAt: string;
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+ /** @format date-time */
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+ updatedAt?: string | null;
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+ }
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+ export interface CompanyDocumentPaginated {
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+ rows: CompanyDocument[];
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+ pagination: Pagination;
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+ /** @format int64 */
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+ count: number;
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+ }
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+ export interface CompanyDocumentSearchCriteria {
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+ searchText?: string | null;
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+ /** @format uuid */
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+ folderID?: string | null;
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+ indexStatuses?: CompanyDocumentIndexStatus[] | null;
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+ sourceType?: CompanyDocumentSourceType | null;
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+ }
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  export interface ConditionComment {
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  commentId: string;
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  comments: string;
@@ -1153,6 +1214,7 @@ export interface CreateAiPromptRequest {
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  description: string;
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  documentTypes: string[];
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  applicableUrlSourceIds: string[];
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+ knowledgeBaseFolderIds: string[];
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  allowedRoles: string[];
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  systemPrompt: string;
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  /** @format int32 */
@@ -1181,6 +1243,16 @@ export interface CreateBranchRequest {
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  corporateID: string;
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  type: string;
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  }
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+ export interface CreateCompanyDocumentFolderRequest {
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+ name: string;
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+ description?: string | null;
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+ }
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+ export interface CreateCompanyTextDocumentRequest {
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+ name: string;
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+ /** @format uuid */
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+ folderID: string;
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+ content: string;
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+ }
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  export interface CreateCustomFieldDefinitionRequest {
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  isRequired: boolean;
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  /** @format int32 */
@@ -1206,7 +1278,10 @@ export interface CreateDocumentTemplateRequest {
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  name: string;
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  type: string;
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  description?: string | null;
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+ /** @deprecated */
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  destinationBucket?: string | null;
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+ /** @format uuid */
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+ loanDocumentFolderID?: string | null;
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  status: string;
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  }
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  export interface CreateGroupMemberRequest {
@@ -1513,7 +1588,9 @@ export interface DocumentTemplate {
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  isDefault: boolean;
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  type: string;
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  description?: string | null;
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+ /** @deprecated */
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  destinationBucket?: string | null;
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+ loanDocumentFolder?: LoanDocumentFolderSummary | null;
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  isDestinationBucketConfigurable: boolean;
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  status: string;
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  versions: DocumentTemplateVersionBase[];
@@ -1533,7 +1610,9 @@ export interface DocumentTemplateBase {
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  isDefault: boolean;
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  type: string;
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  description?: string | null;
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+ /** @deprecated */
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  destinationBucket?: string | null;
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+ loanDocumentFolder?: LoanDocumentFolderSummary | null;
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  isDestinationBucketConfigurable: boolean;
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  status: string;
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  }
@@ -3234,8 +3313,11 @@ export interface LoanDocument {
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  id: string;
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  name: string;
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  loan: Loan;
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- user?: User | null;
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+ user?: UserSummary | null;
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+ /** @deprecated */
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  initialBucket?: string | null;
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+ /** @format uuid */
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+ folderID?: string | null;
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  losDocumentID?: string | null;
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  losStatus: string;
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  contents?: string | null;
@@ -3262,10 +3344,14 @@ export interface LoanDocumentFolder {
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  createdAt: string;
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  /** @format date-time */
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  updatedAt?: string | null;
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- /** @format date-time */
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- deletedAt?: string | null;
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  permissions: LoanDocumentFolderPermission[];
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  }
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+ export interface LoanDocumentFolderPaginated {
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+ rows: LoanDocumentFolder[];
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+ pagination: Pagination;
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+ /** @format int64 */
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+ count: number;
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+ }
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  export interface LoanDocumentFolderPermission {
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  /** @format uuid */
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  id: string;
@@ -3273,16 +3359,38 @@ export interface LoanDocumentFolderPermission {
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  loanDocumentFolderID: string;
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  role: LoanDocumentFolderPermissionRoleEnum;
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  level: LoanDocumentFolderPermissionLevelEnum;
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+ readScope: LoanDocumentFolderPermissionReadScopeEnum;
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  }
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  export interface LoanDocumentFolderPermissionRequest {
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  role: LoanDocumentFolderPermissionRequestRoleEnum;
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  level: LoanDocumentFolderPermissionRequestLevelEnum;
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+ readScope: LoanDocumentFolderPermissionRequestReadScopeEnum;
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+ }
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+ export interface LoanDocumentFolderSearchCriteria {
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+ searchText?: string | null;
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+ isActive?: boolean | null;
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+ }
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+ export interface LoanDocumentFolderSummary {
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+ /** @format uuid */
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+ id: string;
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+ name: string;
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+ key?: string | null;
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+ isActive: boolean;
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  }
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  export interface LoanDocumentFolderUsage {
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  /** @format uuid */
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  folderID: string;
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  hasEverBeenReferenced: boolean;
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  }
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+ export interface LoanDocumentFolderWithCount {
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+ /** @format uuid */
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+ id: string;
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+ name: string;
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+ key?: string | null;
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+ isActive: boolean;
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+ /** @format int32 */
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+ documentCount: number;
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+ }
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  export interface LoanDocumentPreviewsRequest {
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  documentIds: string[];
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  }
@@ -3298,7 +3406,10 @@ export interface LoanDocumentSearch {
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  name: string;
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  loanID?: string | null;
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  userID?: string | null;
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+ user?: UserSummary | null;
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+ /** @deprecated */
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  initialBucket?: string | null;
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+ folder?: LoanDocumentFolderSummary | null;
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  losDocumentID?: string | null;
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  losStatus: string;
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  contents?: string | null;
@@ -3308,8 +3419,11 @@ export interface LoanDocumentSearch {
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  }
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  export interface LoanDocumentSearchCriteria {
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  searchText?: string | null;
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+ /** @deprecated */
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  bucket?: string | null;
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  /** @format uuid */
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+ folderID?: string | null;
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+ /** @format uuid */
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  userID?: string | null;
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  documentIDs?: string[] | null;
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  losStatuses?: LOSStatus[] | null;
@@ -5146,8 +5260,7 @@ export interface SiteTile {
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  linkUrl: string;
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  linkTarget: SiteTileLinkTargetEnum;
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  siteTypes: SiteConfigurationType[];
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- locations: SiteTileLocation[];
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- audience: UserRole[];
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+ locationAudiences: SiteTileLocationAudience[];
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  /** @format int32 */
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  weight: number;
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  excludedSiteConfigurationIDs: string[];
@@ -5156,6 +5269,14 @@ export interface SiteTile {
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  /** @format date-time */
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  updatedAt?: string | null;
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  }
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+ export interface SiteTileLocationAudience {
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+ location: SiteTileLocationAudienceLocationEnum;
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+ audience: UserRole[];
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+ }
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+ export interface SiteTileLocationAudienceRequest {
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+ location: SiteTileLocationAudienceRequestLocationEnum;
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+ audience: UserRole[];
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+ }
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  export interface SiteTilePaginated {
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  rows: SiteTile[];
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  pagination: Pagination;
@@ -5171,8 +5292,7 @@ export interface SiteTileRequest {
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  linkUrl: string;
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  linkTarget: SiteTileRequestLinkTargetEnum;
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  siteTypes: SiteConfigurationType[];
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- locations: SiteTileLocation[];
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- audience: UserRole[];
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+ locationAudiences: SiteTileLocationAudienceRequest[];
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  /** @format int32 */
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  weight: number;
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  excludedSiteConfigurationIDs: string[];
@@ -5456,6 +5576,7 @@ export interface UpdateAiPromptRequest {
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  description: string;
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  documentTypes: string[];
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  applicableUrlSourceIds: string[];
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+ knowledgeBaseFolderIds: string[];
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  allowedRoles: string[];
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  systemPrompt: string;
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  /** @format int32 */
@@ -5482,6 +5603,16 @@ export interface UpdateAiUrlSourceRequest {
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  category: UpdateAiUrlSourceRequestCategoryEnum;
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  scope: UpdateAiUrlSourceRequestScopeEnum;
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  }
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+ export interface UpdateCompanyDocumentFolderRequest {
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+ name: string;
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+ description?: string | null;
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+ }
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+ export interface UpdateCompanyDocumentRequest {
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+ name?: string | null;
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+ /** @format uuid */
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+ folderID?: string | null;
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+ content?: string | null;
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+ }
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  export interface UpdateCustomFieldDefinitionRequest {
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  isRequired: boolean;
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  /** @format int32 */
@@ -5504,7 +5635,10 @@ export interface UpdateDocumentTemplateRequest {
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  htmlBody: string;
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  name: string;
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  description?: string | null;
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+ /** @deprecated */
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  destinationBucket?: string | null;
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+ /** @format uuid */
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+ loanDocumentFolderID?: string | null;
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  status: string;
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  }
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  export interface UpdateListingFileRequest {
@@ -5796,7 +5930,7 @@ export interface UserGroupAccessScope {
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  userId?: string | null;
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  /** @format uuid */
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  branchId?: string | null;
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- user?: UserSummary | null;
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+ user?: UserGroupMemberUserSummary | null;
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  branch?: BranchSummary | null;
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  }
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  export interface UserGroupMember {
@@ -5807,7 +5941,14 @@ export interface UserGroupMember {
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  /** @format uuid */
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  userId: string;
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  loanRole: string;
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- user: UserSummary;
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+ user: UserGroupMemberUserSummary;
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+ }
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+ export interface UserGroupMemberUserSummary {
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+ /** @format uuid */
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+ id: string;
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+ name?: string | null;
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+ email?: string | null;
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+ role: UserGroupMemberUserSummaryRoleEnum;
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  }
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  export interface UserGroupPaginated {
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  rows: UserGroup[];
@@ -5968,9 +6109,8 @@ export interface UserSearchCriteria {
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  export interface UserSummary {
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  /** @format uuid */
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  id: string;
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- name?: string | null;
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- email?: string | null;
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- role: UserSummaryRoleEnum;
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+ firstName: string;
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+ lastName: string;
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  }
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  export interface VerifyEmailRequest {
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  token: string;
@@ -6001,15 +6141,17 @@ export interface Workflow {
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  icon: string;
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  }
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  export type AccountBillingRequestBillingTypeEnum = "ClosedLoan" | "LoanOfficer";
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- export type AiAuditLogEventTypeEnum = "Error" | "GuardrailBlockedPre" | "GuardrailPassedPre" | "IntentClassified" | "LoanResolvedFromMessage" | "DocumentNotFound" | "GuardrailBlockedPost" | "GuardrailPassedPost" | "DocumentAnalyzed" | "DocumentList" | "DocumentResolutionAmbiguous" | "ResponseGenerated" | "ParametersExtracted" | "QueryExecuted" | "LoanContextNotFound" | "LoanContextLoaded" | "GuardrailBlockedBedrock" | "PromptMatched" | "QueryCondensed" | "IntentParseFailed" | "LoanSearchTermDiscarded" | "CanonicalFieldsSelected" | "LoanAccessDenied" | "AgentModelCall" | "AgentToolCallRequested" | "AgentToolCallCompleted" | "AgentToolCallFailed" | "AgentLoopLimitReached" | "RequestCancelled";
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+ export type AiAuditLogEventTypeEnum = "Error" | "GuardrailBlockedPre" | "GuardrailPassedPre" | "IntentClassified" | "LoanResolvedFromMessage" | "DocumentNotFound" | "GuardrailBlockedPost" | "GuardrailPassedPost" | "DocumentAnalyzed" | "DocumentList" | "DocumentResolutionAmbiguous" | "ResponseGenerated" | "ParametersExtracted" | "QueryExecuted" | "LoanContextNotFound" | "LoanContextLoaded" | "GuardrailBlockedBedrock" | "PromptMatched" | "QueryCondensed" | "IntentParseFailed" | "LoanSearchTermDiscarded" | "CanonicalFieldsSelected" | "LoanAccessDenied" | "AgentModelCall" | "AgentToolCallRequested" | "AgentToolCallCompleted" | "AgentToolCallFailed" | "AgentLoopLimitReached" | "RequestCancelled" | "KnowledgeBaseRetrieved";
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  export type AiChatMetadataIntentEnum = "Greeting" | "Invalid" | "Relevant" | "LoanSpecific" | "DocumentList" | "GeneralKnowledge" | "Blocked" | "Action" | "ConversationMeta" | "Capabilities" | "UsageReport";
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- export type AiChatStructuredDataTypeEnum = "Table" | "DocumentAnalysis" | "DocumentList" | "GeneratedDocument";
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+ export type AiChatStructuredDataTypeEnum = "Table" | "DocumentAnalysis" | "DocumentList" | "GeneratedDocument" | "CitedPassages";
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  export type AiGuardrailCategoryEnum = "ContentSafety" | "PromptInjection" | "Privacy" | "Legal";
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  export type AiUrlSourceCategoryEnum = "Regulatory" | "Guidelines" | "MarketData" | "Custom";
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  export type AiUrlSourceScopeEnum = "FullDomain" | "SpecificPath";
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  export type AuditLogEntryChangeTypeEnum = "Created" | "Modified" | "SoftDeleted" | "HardDeleted" | "Restored" | "Deactivated" | "Reactivated";
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  export type BorrowerCountRoleEnum = "Borrower" | "CoBorrower" | "NonBorrower" | "LoanOfficer" | "LoanProcessor" | "LoanOfficerAssistant" | "SupportingLoanOfficer" | "BuyerAgent" | "SellerAgent" | "TitleInsuranceAgent" | "EscrowAgent" | "SettlementAgent" | "Admin";
6012
6152
  export type BorrowerIdentityRoleEnum = "Borrower" | "CoBorrower" | "NonBorrower" | "LoanOfficer" | "LoanProcessor" | "LoanOfficerAssistant" | "SupportingLoanOfficer" | "BuyerAgent" | "SellerAgent" | "TitleInsuranceAgent" | "EscrowAgent" | "SettlementAgent" | "Admin";
6153
+ export type CompanyDocumentSourceTypeEnum = "File" | "FreeText";
6154
+ export type CompanyDocumentIndexStatusEnum = "Uploaded" | "Indexing" | "Indexed" | "Failed";
6013
6155
  export type CreateAccessScopeRequestScopeTypeEnum = "User" | "Branch";
6014
6156
  export type CreateAccountRequestEnvironmentEnum = "Development" | "Staging" | "UAT" | "Production";
6015
6157
  export type CreateAiGuardrailRequestCategoryEnum = "ContentSafety" | "PromptInjection" | "Privacy" | "Legal";
@@ -6036,7 +6178,7 @@ export type EncompassCredentialsDetailEncompassEnvironmentEnum = "Production" |
6036
6178
  export type EncompassCredentialsDetailSigningMethodEnum = "ConsumerConnect" | "POSF";
6037
6179
  export type EncompassCredentialsRequestEncompassEnvironmentEnum = "Production" | "UAT";
6038
6180
  export type EncompassCredentialsRequestSigningMethodEnum = "ConsumerConnect" | "POSF";
6039
- export type EncompassRequestLogOperationTypeEnum = "FieldUpdate" | "ConsentUpdate" | "DocumentSync" | "MilestoneUpdate" | "DocumentAttachment" | "General" | "FieldReader";
6181
+ export type EncompassRequestLogOperationTypeEnum = "FieldUpdate" | "ConsentUpdate" | "DocumentSync" | "MilestoneUpdate" | "DocumentAttachment" | "General" | "FieldReader" | "Read";
6040
6182
  export type EncompassRequestLogOutcomeEnum = "Success" | "Failure" | "PartialSuccess";
6041
6183
  export type FusionReportFilterFilterTypeEnum = "DateGreaterThanOrEqualTo" | "DateGreaterThan" | "DateLessThan" | "DateLessThanOrEqualTo" | "DateEquals" | "DateDoesntEqual" | "DateNonEmpty" | "DateEmpty" | "StringContains" | "StringEquals" | "StringNotEmpty" | "StringNotEquals" | "StringNotContains";
6042
6184
  export type GenerateSystemPromptRequestCategoryEnum = "DocumentAnalysis" | "DataQuery" | "General" | "Action";
@@ -6046,8 +6188,10 @@ export type LoanBorrowerApplicationStatusEnum = "Draft" | "Complete";
6046
6188
  export type LoanContactRoleEnum = "Borrower" | "CoBorrower" | "NonBorrower" | "LoanOfficer" | "LoanProcessor" | "LoanOfficerAssistant" | "SupportingLoanOfficer" | "BuyerAgent" | "SellerAgent" | "TitleInsuranceAgent" | "EscrowAgent" | "SettlementAgent" | "Admin";
6047
6189
  export type LoanDocumentFolderPermissionRoleEnum = "Borrower" | "CoBorrower" | "NonBorrower" | "LoanOfficer" | "LoanProcessor" | "LoanOfficerAssistant" | "SupportingLoanOfficer" | "BuyerAgent" | "SellerAgent" | "TitleInsuranceAgent" | "EscrowAgent" | "SettlementAgent" | "Admin";
6048
6190
  export type LoanDocumentFolderPermissionLevelEnum = "None" | "Read" | "Write" | "Manage";
6191
+ export type LoanDocumentFolderPermissionReadScopeEnum = "Own" | "All";
6049
6192
  export type LoanDocumentFolderPermissionRequestRoleEnum = "Borrower" | "CoBorrower" | "NonBorrower" | "LoanOfficer" | "LoanProcessor" | "LoanOfficerAssistant" | "SupportingLoanOfficer" | "BuyerAgent" | "SellerAgent" | "TitleInsuranceAgent" | "EscrowAgent" | "SettlementAgent" | "Admin";
6050
6193
  export type LoanDocumentFolderPermissionRequestLevelEnum = "None" | "Read" | "Write" | "Manage";
6194
+ export type LoanDocumentFolderPermissionRequestReadScopeEnum = "Own" | "All";
6051
6195
  export type LoanImportStatusEnum = "WaitingProcess" | "InProgress" | "Completed" | "Failed" | "Cancelled";
6052
6196
  export type LoanImportImportModeEnum = "All" | "NewOnly" | "UpdateOnly";
6053
6197
  export type LoanImportLogLevelEnum = "None" | "Info" | "Warning" | "Error";
@@ -6066,6 +6210,8 @@ export type SiteConfigurationReducedTypeEnum = "None" | "Account" | "Corporate"
6066
6210
  export type SiteConfigurationRequestTypeEnum = "None" | "Account" | "Corporate" | "Branch" | "LoanOfficer" | "Partner";
6067
6211
  export type SiteConfigurationSummaryTypeEnum = "None" | "Account" | "Corporate" | "Branch" | "LoanOfficer" | "Partner";
6068
6212
  export type SiteTileLinkTargetEnum = "Self" | "Blank";
6213
+ export type SiteTileLocationAudienceLocationEnum = "HomePage" | "Dashboard";
6214
+ export type SiteTileLocationAudienceRequestLocationEnum = "HomePage" | "Dashboard";
6069
6215
  export type SiteTileRequestLinkTargetEnum = "Self" | "Blank";
6070
6216
  export type SiteTileViewLinkTargetEnum = "Self" | "Blank";
6071
6217
  export type UnregisteredBorrowerRoleEnum = "Borrower" | "CoBorrower" | "NonBorrower" | "LoanOfficer" | "LoanProcessor" | "LoanOfficerAssistant" | "SupportingLoanOfficer" | "BuyerAgent" | "SellerAgent" | "TitleInsuranceAgent" | "EscrowAgent" | "SettlementAgent" | "Admin";
@@ -6074,10 +6220,10 @@ export type UpdateAiUrlSourceRequestCategoryEnum = "Regulatory" | "Guidelines" |
6074
6220
  export type UpdateAiUrlSourceRequestScopeEnum = "FullDomain" | "SpecificPath";
6075
6221
  export type UserDraftRoleEnum = "Borrower" | "CoBorrower" | "NonBorrower" | "LoanOfficer" | "LoanProcessor" | "LoanOfficerAssistant" | "SupportingLoanOfficer" | "BuyerAgent" | "SellerAgent" | "TitleInsuranceAgent" | "EscrowAgent" | "SettlementAgent" | "Admin";
6076
6222
  export type UserGroupAccessScopeScopeTypeEnum = "User" | "Branch";
6223
+ export type UserGroupMemberUserSummaryRoleEnum = "Borrower" | "LoanOfficer" | "Admin" | "SuperAdmin" | "Realtor" | "SettlementAgent" | "LoanProcessor" | "LoanOfficerAssistant" | "SystemAdmin";
6077
6224
  export type UserLoanRoleEnum = "Borrower" | "CoBorrower" | "NonBorrower" | "LoanOfficer" | "LoanProcessor" | "LoanOfficerAssistant" | "SupportingLoanOfficer" | "BuyerAgent" | "SellerAgent" | "TitleInsuranceAgent" | "EscrowAgent" | "SettlementAgent" | "Admin";
6078
6225
  export type UserLoanConsentTypeEnum = "Econsent" | "CreditAuthorization" | "Tcpa";
6079
6226
  export type UserLoanConsentLosSyncStatusEnum = "NotStarted" | "Failed" | "Success";
6080
- export type UserSummaryRoleEnum = "Borrower" | "LoanOfficer" | "Admin" | "SuperAdmin" | "Realtor" | "SettlementAgent" | "LoanProcessor" | "LoanOfficerAssistant" | "SystemAdmin";
6081
6227
  export type GetCustomFieldDefinitionsParamsEntityTypeEnum = "Loan";
6082
6228
  /** @default "Realtor" */
6083
6229
  export type GetPartnersParamsRoleEnum = "Borrower" | "LoanOfficer" | "Admin" | "SuperAdmin" | "Realtor" | "SettlementAgent" | "LoanProcessor" | "LoanOfficerAssistant" | "SystemAdmin";
@@ -6124,7 +6270,7 @@ export declare class HttpClient<SecurityDataType = unknown> {
6124
6270
  }
6125
6271
  /**
6126
6272
  * @title The Big POS API
6127
- * @version v2.48.0
6273
+ * @version v2.49.0
6128
6274
  * @termsOfService https://www.thebigpos.com/terms-of-use/
6129
6275
  * @contact Mortgage Automation Technologies <support@thebigpos.com> (https://www.thebigpos.com/terms-of-use/)
6130
6276
  */
@@ -7489,6 +7635,186 @@ export declare class Api<SecurityDataType extends unknown> extends HttpClient<Se
7489
7635
  * @response `200` `ClosedLoansReport` OK
7490
7636
  */
7491
7637
  getClosedLoansReport: (data: ClosedLoansReportRequest, params?: RequestParams) => Promise<AxiosResponse<ClosedLoansReport, any, {}>>;
7638
+ /**
7639
+ * No description
7640
+ *
7641
+ * @tags CompanyDocumentFolders
7642
+ * @name GetCompanyDocumentFolders
7643
+ * @summary Get all company document folders
7644
+ * @request GET:/api/company-document-folders
7645
+ * @secure
7646
+ * @response `200` `(CompanyDocumentFolder)[]` OK
7647
+ */
7648
+ getCompanyDocumentFolders: (params?: RequestParams) => Promise<AxiosResponse<CompanyDocumentFolder[], any, {}>>;
7649
+ /**
7650
+ * No description
7651
+ *
7652
+ * @tags CompanyDocumentFolders
7653
+ * @name CreateCompanyDocumentFolder
7654
+ * @summary Create company document folder
7655
+ * @request POST:/api/company-document-folders
7656
+ * @secure
7657
+ * @response `201` `CompanyDocumentFolder` Created
7658
+ * @response `400` `ProblemDetails` Bad Request
7659
+ * @response `409` `ProblemDetails` Conflict
7660
+ */
7661
+ createCompanyDocumentFolder: (data: CreateCompanyDocumentFolderRequest, params?: RequestParams) => Promise<AxiosResponse<CompanyDocumentFolder, any, {}>>;
7662
+ /**
7663
+ * No description
7664
+ *
7665
+ * @tags CompanyDocumentFolders
7666
+ * @name GetCompanyDocumentFolder
7667
+ * @summary Get company document folder by ID
7668
+ * @request GET:/api/company-document-folders/{id}
7669
+ * @secure
7670
+ * @response `200` `CompanyDocumentFolder` OK
7671
+ * @response `404` `ProblemDetails` Not Found
7672
+ */
7673
+ getCompanyDocumentFolder: (id: string, params?: RequestParams) => Promise<AxiosResponse<CompanyDocumentFolder, any, {}>>;
7674
+ /**
7675
+ * No description
7676
+ *
7677
+ * @tags CompanyDocumentFolders
7678
+ * @name UpdateCompanyDocumentFolder
7679
+ * @summary Update company document folder
7680
+ * @request PUT:/api/company-document-folders/{id}
7681
+ * @secure
7682
+ * @response `200` `CompanyDocumentFolder` OK
7683
+ * @response `400` `ProblemDetails` Bad Request
7684
+ * @response `404` `ProblemDetails` Not Found
7685
+ * @response `409` `ProblemDetails` Conflict
7686
+ */
7687
+ updateCompanyDocumentFolder: (id: string, data: UpdateCompanyDocumentFolderRequest, params?: RequestParams) => Promise<AxiosResponse<CompanyDocumentFolder, any, {}>>;
7688
+ /**
7689
+ * No description
7690
+ *
7691
+ * @tags CompanyDocumentFolders
7692
+ * @name DeleteCompanyDocumentFolder
7693
+ * @summary Delete company document folder
7694
+ * @request DELETE:/api/company-document-folders/{id}
7695
+ * @secure
7696
+ * @response `204` `void` No Content
7697
+ * @response `400` `ProblemDetails` Bad Request
7698
+ * @response `404` `ProblemDetails` Not Found
7699
+ * @response `409` `ProblemDetails` Conflict
7700
+ */
7701
+ deleteCompanyDocumentFolder: (id: string, params?: RequestParams) => Promise<AxiosResponse<void, any, {}>>;
7702
+ /**
7703
+ * No description
7704
+ *
7705
+ * @tags CompanyDocuments
7706
+ * @name SearchCompanyDocuments
7707
+ * @summary Search company documents
7708
+ * @request POST:/api/company-documents/search
7709
+ * @secure
7710
+ * @response `200` `CompanyDocumentPaginated` OK
7711
+ * @response `400` `ProblemDetails` Bad Request
7712
+ */
7713
+ searchCompanyDocuments: (data: CompanyDocumentSearchCriteria, query?: {
7714
+ /** @format int32 */
7715
+ pageSize?: number;
7716
+ /** @format int32 */
7717
+ pageNumber?: number;
7718
+ sortBy?: string;
7719
+ sortDirection?: string;
7720
+ }, params?: RequestParams) => Promise<AxiosResponse<CompanyDocumentPaginated, any, {}>>;
7721
+ /**
7722
+ * No description
7723
+ *
7724
+ * @tags CompanyDocuments
7725
+ * @name GetCompanyDocument
7726
+ * @summary Get company document by ID
7727
+ * @request GET:/api/company-documents/{id}
7728
+ * @secure
7729
+ * @response `200` `CompanyDocument` OK
7730
+ * @response `404` `ProblemDetails` Not Found
7731
+ */
7732
+ getCompanyDocument: (id: string, params?: RequestParams) => Promise<AxiosResponse<CompanyDocument, any, {}>>;
7733
+ /**
7734
+ * No description
7735
+ *
7736
+ * @tags CompanyDocuments
7737
+ * @name UpdateCompanyDocument
7738
+ * @summary Update company document
7739
+ * @request PUT:/api/company-documents/{id}
7740
+ * @secure
7741
+ * @response `200` `CompanyDocument` OK
7742
+ * @response `400` `ProblemDetails` Bad Request
7743
+ * @response `404` `ProblemDetails` Not Found
7744
+ * @response `409` `ProblemDetails` Conflict
7745
+ */
7746
+ updateCompanyDocument: (id: string, data: UpdateCompanyDocumentRequest, params?: RequestParams) => Promise<AxiosResponse<CompanyDocument, any, {}>>;
7747
+ /**
7748
+ * No description
7749
+ *
7750
+ * @tags CompanyDocuments
7751
+ * @name DeleteCompanyDocument
7752
+ * @summary Delete company document
7753
+ * @request DELETE:/api/company-documents/{id}
7754
+ * @secure
7755
+ * @response `204` `void` No Content
7756
+ * @response `404` `ProblemDetails` Not Found
7757
+ */
7758
+ deleteCompanyDocument: (id: string, params?: RequestParams) => Promise<AxiosResponse<void, any, {}>>;
7759
+ /**
7760
+ * No description
7761
+ *
7762
+ * @tags CompanyDocuments
7763
+ * @name DownloadCompanyDocument
7764
+ * @summary Download company document
7765
+ * @request GET:/api/company-documents/{id}/download
7766
+ * @secure
7767
+ * @response `200` `void` OK
7768
+ * @response `404` `ProblemDetails` Not Found
7769
+ */
7770
+ downloadCompanyDocument: (id: string, params?: RequestParams) => Promise<AxiosResponse<void, any, {}>>;
7771
+ /**
7772
+ * No description
7773
+ *
7774
+ * @tags CompanyDocuments
7775
+ * @name CreateCompanyDocument
7776
+ * @summary Upload company document
7777
+ * @request POST:/api/company-documents
7778
+ * @secure
7779
+ * @response `201` `CompanyDocument` Created
7780
+ * @response `400` `ProblemDetails` Bad Request
7781
+ * @response `404` `ProblemDetails` Not Found
7782
+ * @response `409` `ProblemDetails` Conflict
7783
+ */
7784
+ createCompanyDocument: (data: {
7785
+ /** @format binary */
7786
+ file?: File;
7787
+ /** @format uuid */
7788
+ folderID?: string;
7789
+ name?: string;
7790
+ }, params?: RequestParams) => Promise<AxiosResponse<CompanyDocument, any, {}>>;
7791
+ /**
7792
+ * No description
7793
+ *
7794
+ * @tags CompanyDocuments
7795
+ * @name CreateCompanyTextDocument
7796
+ * @summary Create free-form text company document
7797
+ * @request POST:/api/company-documents/text
7798
+ * @secure
7799
+ * @response `201` `CompanyDocument` Created
7800
+ * @response `400` `ProblemDetails` Bad Request
7801
+ * @response `404` `ProblemDetails` Not Found
7802
+ * @response `409` `ProblemDetails` Conflict
7803
+ */
7804
+ createCompanyTextDocument: (data: CreateCompanyTextDocumentRequest, params?: RequestParams) => Promise<AxiosResponse<CompanyDocument, any, {}>>;
7805
+ /**
7806
+ * No description
7807
+ *
7808
+ * @tags CompanyDocuments
7809
+ * @name ReindexCompanyDocument
7810
+ * @summary Re-index a failed company document
7811
+ * @request POST:/api/company-documents/{id}/reindex
7812
+ * @secure
7813
+ * @response `200` `CompanyDocument` OK
7814
+ * @response `400` `ProblemDetails` Bad Request
7815
+ * @response `404` `ProblemDetails` Not Found
7816
+ */
7817
+ reindexCompanyDocument: (id: string, params?: RequestParams) => Promise<AxiosResponse<CompanyDocument, any, {}>>;
7492
7818
  /**
7493
7819
  * No description
7494
7820
  *
@@ -7828,6 +8154,7 @@ export declare class Api<SecurityDataType extends unknown> extends HttpClient<Se
7828
8154
  * @name GetDocumentBuckets
7829
8155
  * @summary Get All
7830
8156
  * @request GET:/api/document-buckets
8157
+ * @deprecated
7831
8158
  * @secure
7832
8159
  * @response `200` `(string)[]` OK
7833
8160
  */
@@ -9006,45 +9333,29 @@ export declare class Api<SecurityDataType extends unknown> extends HttpClient<Se
9006
9333
  * @name GetLoanDocumentBuckets
9007
9334
  * @summary Get All
9008
9335
  * @request GET:/api/loans/{loanId}/documents/buckets
9336
+ * @deprecated
9009
9337
  * @secure
9010
9338
  * @response `200` `(string)[]` OK
9011
9339
  */
9012
9340
  getLoanDocumentBuckets: (loanId: string, params?: RequestParams) => Promise<AxiosResponse<string[], any, {}>>;
9013
- /**
9014
- * No description
9015
- *
9016
- * @tags LoanDocumentBuckets
9017
- * @name CreateLoanDocumentBuckets
9018
- * @summary Create
9019
- * @request POST:/api/loans/{loanId}/documents/buckets
9020
- * @secure
9021
- * @response `201` `(string)[]` Created
9022
- */
9023
- createLoanDocumentBuckets: (loanId: string, data: string[], params?: RequestParams) => Promise<AxiosResponse<string[], any, {}>>;
9024
9341
  /**
9025
9342
  * No description
9026
9343
  *
9027
9344
  * @tags LoanDocumentFolders
9028
- * @name GetAllLoanDocumentFolders
9029
- * @summary Get all loan document folders for the current account
9030
- * @request GET:/api/loan-document-folders
9345
+ * @name SearchLoanDocumentFolders
9346
+ * @summary Search loan document folders for the current account
9347
+ * @request POST:/api/loan-document-folders/search
9031
9348
  * @secure
9032
- * @response `200` `(LoanDocumentFolder)[]` OK
9033
- */
9034
- getAllLoanDocumentFolders: (params?: RequestParams) => Promise<AxiosResponse<LoanDocumentFolder[], any, {}>>;
9035
- /**
9036
- * No description
9037
- *
9038
- * @tags LoanDocumentFolders
9039
- * @name CreateLoanDocumentFolder
9040
- * @summary Create a loan document folder
9041
- * @request POST:/api/loan-document-folders
9042
- * @secure
9043
- * @response `201` `LoanDocumentFolder` Created
9044
- * @response `409` `ProblemDetails` Conflict
9045
- * @response `422` `ProblemDetails` Unprocessable Content
9349
+ * @response `200` `LoanDocumentFolderPaginated` OK
9046
9350
  */
9047
- createLoanDocumentFolder: (data: CreateLoanDocumentFolderRequest, params?: RequestParams) => Promise<AxiosResponse<LoanDocumentFolder, any, {}>>;
9351
+ searchLoanDocumentFolders: (data: LoanDocumentFolderSearchCriteria, query?: {
9352
+ /** @format int32 */
9353
+ pageSize?: number;
9354
+ /** @format int32 */
9355
+ pageNumber?: number;
9356
+ sortBy?: string;
9357
+ sortDirection?: string;
9358
+ }, params?: RequestParams) => Promise<AxiosResponse<LoanDocumentFolderPaginated, any, {}>>;
9048
9359
  /**
9049
9360
  * No description
9050
9361
  *
@@ -9086,6 +9397,19 @@ export declare class Api<SecurityDataType extends unknown> extends HttpClient<Se
9086
9397
  * @response `409` `ProblemDetails` Conflict
9087
9398
  */
9088
9399
  deleteLoanDocumentFolder: (id: string, params?: RequestParams) => Promise<AxiosResponse<void, any, {}>>;
9400
+ /**
9401
+ * No description
9402
+ *
9403
+ * @tags LoanDocumentFolders
9404
+ * @name CreateLoanDocumentFolder
9405
+ * @summary Create a loan document folder
9406
+ * @request POST:/api/loan-document-folders
9407
+ * @secure
9408
+ * @response `201` `LoanDocumentFolder` Created
9409
+ * @response `409` `ProblemDetails` Conflict
9410
+ * @response `422` `ProblemDetails` Unprocessable Content
9411
+ */
9412
+ createLoanDocumentFolder: (data: CreateLoanDocumentFolderRequest, params?: RequestParams) => Promise<AxiosResponse<LoanDocumentFolder, any, {}>>;
9089
9413
  /**
9090
9414
  * No description
9091
9415
  *
@@ -9123,6 +9447,32 @@ export declare class Api<SecurityDataType extends unknown> extends HttpClient<Se
9123
9447
  * @response `404` `ProblemDetails` Not Found
9124
9448
  */
9125
9449
  getLoanDocumentFolderUsage: (id: string, params?: RequestParams) => Promise<AxiosResponse<LoanDocumentFolderUsage, any, {}>>;
9450
+ /**
9451
+ * @description Returns each folder that holds at least one document the caller can read, with the document count per folder. Documents that are not assigned to a folder are returned as a synthetic 'Unassigned' folder (ID = empty GUID).
9452
+ *
9453
+ * @tags LoanDocumentFoldersForSingleLoan
9454
+ * @name ListLoanDocumentFolders
9455
+ * @summary Get the loan's document folders
9456
+ * @request GET:/api/loans/{loanId}/document-folders
9457
+ * @secure
9458
+ * @response `200` `(LoanDocumentFolderWithCount)[]` OK
9459
+ */
9460
+ listLoanDocumentFolders: (loanId: string, params?: RequestParams) => Promise<AxiosResponse<LoanDocumentFolderWithCount[], any, {}>>;
9461
+ /**
9462
+ * @description Deprecated — use GET documents/folders. Returns all documents grouped by folder for sidebar display. Use folderNamesOnly=true to get a simplified response with folder names and counts for mobile (Files array will be empty).
9463
+ *
9464
+ * @tags LoanDocumentFoldersForSingleLoan
9465
+ * @name GetLoanDocumentFolders
9466
+ * @summary [Deprecated] Get document folder hierarchy
9467
+ * @request POST:/api/loans/{loanId}/documents/folders
9468
+ * @deprecated
9469
+ * @secure
9470
+ * @response `200` `(DocumentFolder)[]` OK
9471
+ */
9472
+ getLoanDocumentFolders: (loanId: string, data: DocumentFoldersRequest, query?: {
9473
+ /** @default false */
9474
+ folderNamesOnly?: boolean;
9475
+ }, params?: RequestParams) => Promise<AxiosResponse<DocumentFolder[], any, {}>>;
9126
9476
  /**
9127
9477
  * No description
9128
9478
  *
@@ -9168,20 +9518,6 @@ export declare class Api<SecurityDataType extends unknown> extends HttpClient<Se
9168
9518
  sortBy?: string;
9169
9519
  sortDirection?: string;
9170
9520
  }, params?: RequestParams) => Promise<AxiosResponse<LoanDocumentSearchPaginated, any, {}>>;
9171
- /**
9172
- * @description Returns all documents grouped by folder for sidebar display. Use folderNamesOnly=true to get simplified response with folder names and counts for mobile (Files array will be empty).
9173
- *
9174
- * @tags LoanDocuments
9175
- * @name GetLoanDocumentFolders
9176
- * @summary Get document folder hierarchy
9177
- * @request POST:/api/loans/{loanId}/documents/folders
9178
- * @secure
9179
- * @response `200` `(DocumentFolder)[]` OK
9180
- */
9181
- getLoanDocumentFolders: (loanId: string, data: DocumentFoldersRequest, query?: {
9182
- /** @default false */
9183
- folderNamesOnly?: boolean;
9184
- }, params?: RequestParams) => Promise<AxiosResponse<DocumentFolder[], any, {}>>;
9185
9521
  /**
9186
9522
  * No description
9187
9523
  *
@@ -9210,6 +9546,7 @@ export declare class Api<SecurityDataType extends unknown> extends HttpClient<Se
9210
9546
  name?: string;
9211
9547
  /** @format binary */
9212
9548
  file?: File;
9549
+ /** @deprecated */
9213
9550
  bucket?: string;
9214
9551
  /** @format uuid */
9215
9552
  folderID?: string;
@@ -9891,6 +10228,7 @@ export declare class Api<SecurityDataType extends unknown> extends HttpClient<Se
9891
10228
  name?: string;
9892
10229
  /** @format binary */
9893
10230
  file?: File;
10231
+ /** @deprecated */
9894
10232
  bucket?: string;
9895
10233
  /** @format uuid */
9896
10234
  folderID?: string;
@@ -11164,6 +11502,8 @@ export declare class Api<SecurityDataType extends unknown> extends HttpClient<Se
11164
11502
  * @request POST:/api/loans/drafts/{draftId}/users/{userId}
11165
11503
  * @secure
11166
11504
  * @response `200` `UserDraft` OK
11505
+ * @response `404` `ProblemDetails` Not Found
11506
+ * @response `409` `ProblemDetails` Conflict
11167
11507
  */
11168
11508
  addDraftUsers: (draftId: string, userId: string, data: CreateUserDraft, params?: RequestParams) => Promise<AxiosResponse<UserDraft, any, {}>>;
11169
11509
  /**