{ "info": { "_postman_id": "2e175c5c-9f07-4997-b5ac-3d65a42c370d", "name": "Account Level Webhooks Book Commands Income API", "schema": "https://schema.getpostman.com/json/collection/v2.1.0/collection.json", "createdAt": "2026-07-28T02:25:09.000Z", "updatedAt": "2026-07-28T02:25:09.000Z", "lastUpdatedBy": "35240", "uid": "35240-2e175c5c-9f07-4997-b5ac-3d65a42c370d" }, "item": [ { "name": "v2", "item": [ { "name": "book", "item": [ { "name": "{book_uuid}", "item": [ { "name": "income", "item": [ { "name": "summary", "item": [ { "name": "Income summary", "id": "e6071080-d4bf-4103-a153-ccec20905387", "protocolProfileBehavior": { "disableBodyPruning": true }, "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/v2/book/:book_uuid/income/summary?guideline=FANNIE_MAE", "host": [ "{{baseUrl}}" ], "path": [ "v2", "book", ":book_uuid", "income", "summary" ], "query": [ { "description": "The guideline to be used for retrieving the income summary. Supported values include FANNIE_MAE, FREDDIE_MAC, FHA, VA, and USDA.\n", "key": "guideline", "value": "FANNIE_MAE" } ], "variable": [ { "id": "ebbdb352-9c1e-4d83-b607-96311d6e935f", "key": "book_uuid", "value": "", "description": "(Required) The unique identifier of the <> from which the income summary is retrieved." } ] }, "description": "Retrieve a summarized view of income data for a specific <> in Ocrolus." }, "response": [ { "id": "491aea86-50b2-48c9-b0c1-26a4d2290ccc", "name": "Success", "originalRequest": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" }, { "description": "Added as a part of security scheme: oauth2", "key": "Authorization", "value": "" } ], "url": { "raw": "{{baseUrl}}/v2/book/:book_uuid/income/summary?guideline=FANNIE_MAE", "host": [ "{{baseUrl}}" ], "path": [ "v2", "book", ":book_uuid", "income", "summary" ], "query": [ { "description": "The guideline to be used for retrieving the income summary. Supported values include FANNIE_MAE, FREDDIE_MAC, FHA, VA, and USDA.\n", "key": "guideline", "value": "FANNIE_MAE" } ], "variable": [ { "key": "book_uuid" } ] } }, "status": "OK", "code": 200, "_postman_previewlanguage": "json", "header": [ { "key": "Content-Type", "value": "application/json" } ], "cookie": [], "responseTime": null, "body": "{\n \"response\": {\n \"book_uuid\": \"\",\n \"income_summary_data\": [\n {\n \"borrower_uuid\": \"\",\n \"borrower_name\": \"\",\n \"wage_earner_income\": {\n \"is_income_calculated\": \"\",\n \"is_empty\": \"\",\n \"total_income\": \"\",\n \"alerts\": [\n {\n \"message\": \"\",\n \"severity\": \"\"\n },\n {\n \"message\": \"\",\n \"severity\": \"\"\n }\n ]\n },\n \"self_employed_income\": {\n \"is_income_calculated\": \"\",\n \"is_empty\": \"\",\n \"total_income\": \"\",\n \"alerts\": [\n {\n \"message\": \"\",\n \"severity\": \"\"\n },\n {\n \"message\": \"\",\n \"severity\": \"\"\n }\n ]\n },\n \"rental_income\": {\n \"is_income_calculated\": \"\",\n \"is_empty\": \"\",\n \"total_income\": \"\",\n \"alerts\": [\n {\n \"message\": \"\",\n \"severity\": \"\"\n },\n {\n \"message\": \"\",\n \"severity\": \"\"\n }\n ]\n },\n \"other_income\": {\n \"is_income_calculated\": \"\",\n \"is_empty\": \"\",\n \"total_income\": \"\",\n \"alerts\": [\n {\n \"message\": \"\",\n \"severity\": \"\"\n },\n {\n \"message\": \"\",\n \"severity\": \"\"\n }\n ]\n },\n \"total_income\": \"\"\n },\n {\n \"borrower_uuid\": \"\",\n \"borrower_name\": \"\",\n \"wage_earner_income\": {\n \"is_income_calculated\": \"\",\n \"is_empty\": \"\",\n \"total_income\": \"\",\n \"alerts\": [\n {\n \"message\": \"\",\n \"severity\": \"\"\n },\n {\n \"message\": \"\",\n \"severity\": \"\"\n }\n ]\n },\n \"self_employed_income\": {\n \"is_income_calculated\": \"\",\n \"is_empty\": \"\",\n \"total_income\": \"\",\n \"alerts\": [\n {\n \"message\": \"\",\n \"severity\": \"\"\n },\n {\n \"message\": \"\",\n \"severity\": \"\"\n }\n ]\n },\n \"rental_income\": {\n \"is_income_calculated\": \"\",\n \"is_empty\": \"\",\n \"total_income\": \"\",\n \"alerts\": [\n {\n \"message\": \"\",\n \"severity\": \"\"\n },\n {\n \"message\": \"\",\n \"severity\": \"\"\n }\n ]\n },\n \"other_income\": {\n \"is_income_calculated\": \"\",\n \"is_empty\": \"\",\n \"total_income\": \"\",\n \"alerts\": [\n {\n \"message\": \"\",\n \"severity\": \"\"\n },\n {\n \"message\": \"\",\n \"severity\": \"\"\n }\n ]\n },\n \"total_income\": \"\"\n }\n ],\n \"status\": \"\",\n \"message\": \"\",\n \"total\": \"\"\n }\n}", "createdAt": "2026-07-28T02:25:10.000Z", "updatedAt": "2026-07-28T02:25:10.000Z", "uid": "35240-491aea86-50b2-48c9-b0c1-26a4d2290ccc" }, { "id": "0c586b43-d97e-49f1-916b-ea4e4297c798", "name": "Client Errors", "originalRequest": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" }, { "description": "Added as a part of security scheme: oauth2", "key": "Authorization", "value": "" } ], "url": { "raw": "{{baseUrl}}/v2/book/:book_uuid/income/summary?guideline=FANNIE_MAE", "host": [ "{{baseUrl}}" ], "path": [ "v2", "book", ":book_uuid", "income", "summary" ], "query": [ { "description": "The guideline to be used for retrieving the income summary. Supported values include FANNIE_MAE, FREDDIE_MAC, FHA, VA, and USDA.\n", "key": "guideline", "value": "FANNIE_MAE" } ], "variable": [ { "key": "book_uuid" } ] } }, "status": "Bad Request", "code": 400, "_postman_previewlanguage": "json", "header": [ { "key": "Content-Type", "value": "application/json" } ], "cookie": [], "responseTime": null, "body": "{\n \"status\": \"\",\n \"code\": \"\",\n \"response\": {},\n \"message\": \"\",\n \"meta\": {\n \"status\": \"\",\n \"message\": \"\",\n \"code\": \"\"\n }\n}", "createdAt": "2026-07-28T02:25:10.000Z", "updatedAt": "2026-07-28T02:25:10.000Z", "uid": "35240-0c586b43-d97e-49f1-916b-ea4e4297c798" }, { "id": "72ed88a2-75d0-4050-a6b5-549bb9125772", "name": "Client Errors", "originalRequest": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" }, { "description": "Added as a part of security scheme: oauth2", "key": "Authorization", "value": "" } ], "url": { "raw": "{{baseUrl}}/v2/book/:book_uuid/income/summary?guideline=FANNIE_MAE", "host": [ "{{baseUrl}}" ], "path": [ "v2", "book", ":book_uuid", "income", "summary" ], "query": [ { "description": "The guideline to be used for retrieving the income summary. Supported values include FANNIE_MAE, FREDDIE_MAC, FHA, VA, and USDA.\n", "key": "guideline", "value": "FANNIE_MAE" } ], "variable": [ { "key": "book_uuid" } ] } }, "status": "Not Found", "code": 404, "_postman_previewlanguage": "json", "header": [ { "key": "Content-Type", "value": "application/json" } ], "cookie": [], "responseTime": null, "body": "{\n \"status\": \"\",\n \"message\": \"\"\n}", "createdAt": "2026-07-28T02:25:10.000Z", "updatedAt": "2026-07-28T02:25:10.000Z", "uid": "35240-72ed88a2-75d0-4050-a6b5-549bb9125772" } ], "createdAt": "2026-07-28T02:25:10.000Z", "updatedAt": "2026-07-28T02:25:10.000Z", "uid": "35240-e6071080-d4bf-4103-a153-ccec20905387" } ], "id": "62d0e8cf-1ade-4343-8404-e3178dc21cb5", "createdAt": "2026-07-28T02:25:10.000Z", "updatedAt": "2026-07-28T02:25:10.000Z", "uid": "35240-62d0e8cf-1ade-4343-8404-e3178dc21cb5" }, { "name": "self-employed", "item": [ { "name": "calculate", "item": [ { "name": "Calculate Fannie Mae self-employed income", "id": "5d1fc22b-9368-4744-b1f5-9a3af39d3cc0", "protocolProfileBehavior": { "disableBodyPruning": true }, "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" }, { "key": "Accept", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"borrower_uuid\": \"\",\n \"business_uuid\": \"\",\n \"income_guideline\": \"FANNIE_MAE\",\n \"meta_info\": {\n \"employment_start_date\": \"\",\n \"employment_history_consistent_indicator\": \"\",\n \"du_case_file_id\": \"\",\n \"yearwise_details\": [\n {\n \"year\": \"\",\n \"is_selected\": \"\",\n \"extraordinary_one_time_expense\": \"\",\n \"non_deductible_meal\": \"\"\n },\n {\n \"year\": \"\",\n \"is_selected\": \"\",\n \"extraordinary_one_time_expense\": \"\",\n \"non_deductible_meal\": \"\"\n }\n ],\n \"s_corporation_earnings\": {\n \"yearwise_details\": [\n {\n \"year\": \"\",\n \"is_selected\": \"\",\n \"adequate_business_liquidity\": \"\",\n \"compensation_of_officers_included_as_income\": \"\",\n \"mortgages_notes_and_bonds_payable_less_than1_year\": \"All\",\n \"mortgages_notes_and_bonds_payable_less_than1_year_amount\": \"\",\n \"is_borrower_trust_guaranter\": \"1\",\n \"amortization\": \"\",\n \"amortization_selection_type\": \"3\",\n \"is_final_return_override\": \"\"\n },\n {\n \"year\": \"\",\n \"is_selected\": \"\",\n \"adequate_business_liquidity\": \"\",\n \"compensation_of_officers_included_as_income\": \"\",\n \"mortgages_notes_and_bonds_payable_less_than1_year\": \"None\",\n \"mortgages_notes_and_bonds_payable_less_than1_year_amount\": \"\",\n \"is_borrower_trust_guaranter\": \"1\",\n \"amortization\": \"\",\n \"amortization_selection_type\": \"3\",\n \"is_final_return_override\": \"\"\n }\n ]\n },\n \"partnership_income\": {\n \"yearwise_details\": [\n {\n \"year\": \"\",\n \"is_selected\": \"\",\n \"adequate_business_liquidity\": \"\",\n \"mortgages_notes_and_bonds_payable_less_than1_year\": \"Some\",\n \"mortgages_notes_and_bonds_payable_less_than1_year_amount\": \"\",\n \"is_borrower_trust_guaranter\": \"3\",\n \"amortization\": \"\",\n \"amortization_selection_type\": \"3\",\n \"is_final_return_override\": \"\",\n \"guaranteed_payments_to_partners_alternative\": \"\"\n },\n {\n \"year\": \"\",\n \"is_selected\": \"\",\n \"adequate_business_liquidity\": \"\",\n \"mortgages_notes_and_bonds_payable_less_than1_year\": \"None\",\n \"mortgages_notes_and_bonds_payable_less_than1_year_amount\": \"\",\n \"is_borrower_trust_guaranter\": \"3\",\n \"amortization\": \"\",\n \"amortization_selection_type\": \"3\",\n \"is_final_return_override\": \"\",\n \"guaranteed_payments_to_partners_alternative\": \"\"\n }\n ]\n },\n \"regular_corporation\": {\n \"yearwise_details\": [\n {\n \"year\": \"\",\n \"is_selected\": \"\",\n \"column_a_officers_count\": \"\",\n \"borrower_ownership_more_than25_pct\": \"\",\n \"all_officers_of_column_a_are_borrowers\": \"\",\n \"form1125e_included\": \"\",\n \"compensation_of_officers_included_as_income\": \"\",\n \"amortization\": \"\",\n \"amortization_selection_type\": \"3\",\n \"is_final_return_override\": \"\"\n },\n {\n \"year\": \"\",\n \"is_selected\": \"\",\n \"column_a_officers_count\": \"\",\n \"borrower_ownership_more_than25_pct\": \"\",\n \"all_officers_of_column_a_are_borrowers\": \"\",\n \"form1125e_included\": \"\",\n \"compensation_of_officers_included_as_income\": \"\",\n \"amortization\": \"\",\n \"amortization_selection_type\": \"3\",\n \"is_final_return_override\": \"\"\n }\n ]\n },\n \"individual_tax_return\": {\n \"yearwise_details\": [\n {\n \"year\": \"\",\n \"is_selected\": \"\",\n \"non_deductible_meal\": \"\"\n },\n {\n \"year\": \"\",\n \"is_selected\": \"\",\n \"non_deductible_meal\": \"\"\n }\n ]\n }\n }\n}", "options": { "raw": { "headerFamily": "json", "language": "json" } } }, "url": { "raw": "{{baseUrl}}/v2/book/:book_uuid/income/self-employed/calculate", "host": [ "{{baseUrl}}" ], "path": [ "v2", "book", ":book_uuid", "income", "self-employed", "calculate" ], "variable": [ { "id": "26ac2cf5-945b-424b-bb3b-568c28c198ea", "key": "book_uuid", "value": "", "description": "(Required) The unique identifier of the Ocrolus <> for which self-employed income should be calculated." } ] }, "description": "This API calculates Fannie Mae self-employed income for a borrower\u2013business pair in a Book. Send only the fields you want to update. The API merges these fields with the existing income record and recalculates the income.\nIf a field is missing or empty, the system may apply [organization-level default values](#organization-level-defaults) based on the income type and guideline. These defaults act as fallback values and never override fields explicitly provided in the request.\n\n> \ud83d\udc4d Tips\n> After calling this API, call the [Income calculations](https://docs.ocrolus.com/reference/income-calculations) API to retrieve the updated income data.\n\n## Merge behavior\nThe API performs a deep merge of the provided `meta_info` into the existing income record (common or tax-return specific).\n\n| Category | Merge behavior |\n|---|---|\n| Top-level meta fields such as `employment_start_date` | Provided values overwrite existing values. Fields not included in the request are preserved. |\n| Common `yearwise_details` | Merged by `year`. Only the fields provided for a given year are updated. |\n| Per-type `yearwise_details` such as `s_corporation_earnings.yearwise_details` | Merged by `year`. Existing fields are preserved unless explicitly overridden. |\n\n## Organization-level defaults\n\nOrganizations can configure default values for self-employed income fields by `org_uuid`, `income_type`, and `income_guideline`.\n\nDefaults act as fallback values during income updates. They are applied only when a supported field is missing or empty in the request. Explicit values, including `false`, `0`, and `None`, are never overridden.\n\n### Default application rules\n\n| Category | Field location | Fallback condition |\n|---|---|---|\n| Common scalar | `meta_info.field` | Applied when the value is `null` or an empty list `[]` |\n| Common yearwise | `meta_info.yearwise_details[].field` | Applied per year when the field value is `null` or `\"\"` |\n| Per-type yearwise | `meta_info..yearwise_details[].field` | Applied to each active tax year when the field value is `null` or `\"\"` |\n\n### Supported default fields\n| Category | Supported Fields |\n| ----------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |\n| **Common defaults** | `employment_start_date`, `employment_history_consistent_indicator`, `du_case_file_id`, `extraordinary_one_time_expense`, `non_deductible_meal` |\n| **Per-type defaults** | Supported under `s_corporation_earnings`, `partnership_income`, `regular_corporation`, and `individual_tax_return`. |\n| **Per-type supported fields** | `adequate_business_liquidity`, `amortization`, `amortization_selection_type`, `is_final_return_override`, `is_borrower_trust_guaranter`, `compensation_of_officers_included_as_income`, `mortgages_notes_and_bonds_payable_less_than1_year`, `mortgages_notes_and_bonds_payable_less_than1_year_amount`, `guaranteed_payments_to_partners_alternative` |\n\nPer-type defaults are stored as flat key-value pairs in org config and are replicated into each active tax year's `yearwise_details` during update.\n" }, "response": [ { "id": "f02671c1-807c-4a92-88bf-be45d4fea877", "name": "Success", "originalRequest": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" }, { "key": "Accept", "value": "application/json" }, { "description": "Added as a part of security scheme: oauth2", "key": "Authorization", "value": "" } ], "body": { "mode": "raw", "raw": "{\n \"borrower_uuid\": \"\",\n \"business_uuid\": \"\",\n \"income_guideline\": \"FANNIE_MAE\",\n \"meta_info\": {\n \"employment_start_date\": \"\",\n \"employment_history_consistent_indicator\": \"\",\n \"du_case_file_id\": \"\",\n \"yearwise_details\": [\n {\n \"year\": \"\",\n \"is_selected\": \"\",\n \"extraordinary_one_time_expense\": \"\",\n \"non_deductible_meal\": \"\"\n },\n {\n \"year\": \"\",\n \"is_selected\": \"\",\n \"extraordinary_one_time_expense\": \"\",\n \"non_deductible_meal\": \"\"\n }\n ],\n \"s_corporation_earnings\": {\n \"yearwise_details\": [\n {\n \"year\": \"\",\n \"is_selected\": \"\",\n \"adequate_business_liquidity\": \"\",\n \"compensation_of_officers_included_as_income\": \"\",\n \"mortgages_notes_and_bonds_payable_less_than1_year\": \"All\",\n \"mortgages_notes_and_bonds_payable_less_than1_year_amount\": \"\",\n \"is_borrower_trust_guaranter\": \"1\",\n \"amortization\": \"\",\n \"amortization_selection_type\": \"3\",\n \"is_final_return_override\": \"\"\n },\n {\n \"year\": \"\",\n \"is_selected\": \"\",\n \"adequate_business_liquidity\": \"\",\n \"compensation_of_officers_included_as_income\": \"\",\n \"mortgages_notes_and_bonds_payable_less_than1_year\": \"None\",\n \"mortgages_notes_and_bonds_payable_less_than1_year_amount\": \"\",\n \"is_borrower_trust_guaranter\": \"1\",\n \"amortization\": \"\",\n \"amortization_selection_type\": \"3\",\n \"is_final_return_override\": \"\"\n }\n ]\n },\n \"partnership_income\": {\n \"yearwise_details\": [\n {\n \"year\": \"\",\n \"is_selected\": \"\",\n \"adequate_business_liquidity\": \"\",\n \"mortgages_notes_and_bonds_payable_less_than1_year\": \"Some\",\n \"mortgages_notes_and_bonds_payable_less_than1_year_amount\": \"\",\n \"is_borrower_trust_guaranter\": \"3\",\n \"amortization\": \"\",\n \"amortization_selection_type\": \"3\",\n \"is_final_return_override\": \"\",\n \"guaranteed_payments_to_partners_alternative\": \"\"\n },\n {\n \"year\": \"\",\n \"is_selected\": \"\",\n \"adequate_business_liquidity\": \"\",\n \"mortgages_notes_and_bonds_payable_less_than1_year\": \"None\",\n \"mortgages_notes_and_bonds_payable_less_than1_year_amount\": \"\",\n \"is_borrower_trust_guaranter\": \"3\",\n \"amortization\": \"\",\n \"amortization_selection_type\": \"3\",\n \"is_final_return_override\": \"\",\n \"guaranteed_payments_to_partners_alternative\": \"\"\n }\n ]\n },\n \"regular_corporation\": {\n \"yearwise_details\": [\n {\n \"year\": \"\",\n \"is_selected\": \"\",\n \"column_a_officers_count\": \"\",\n \"borrower_ownership_more_than25_pct\": \"\",\n \"all_officers_of_column_a_are_borrowers\": \"\",\n \"form1125e_included\": \"\",\n \"compensation_of_officers_included_as_income\": \"\",\n \"amortization\": \"\",\n \"amortization_selection_type\": 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"code": 200, "_postman_previewlanguage": "json", "header": [ { "key": "Content-Type", "value": "application/json" } ], "cookie": [], "responseTime": null, "body": "{\n \"response\": {\n \"book_uuid\": \"\",\n \"borrower_uuid\": \"\",\n \"business_uuid\": \"\",\n \"income_guideline\": \"\",\n \"status\": \"\"\n }\n}", "createdAt": "2026-07-28T02:25:10.000Z", "updatedAt": "2026-07-28T02:25:10.000Z", "uid": "35240-f02671c1-807c-4a92-88bf-be45d4fea877" }, { "id": "fe8eee80-a0d5-4a36-8efe-c9184544e3e1", "name": "Missing request body, identifiers, meta_info or invalid Auth and income guideline", "originalRequest": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" }, { "key": "Accept", "value": "application/json" }, { "description": "Added as a part of security scheme: oauth2", "key": "Authorization", "value": "" } ], "body": { "mode": "raw", "raw": "{\n \"borrower_uuid\": \"\",\n \"business_uuid\": \"\",\n \"income_guideline\": \"FANNIE_MAE\",\n \"meta_info\": {\n \"employment_start_date\": \"\",\n \"employment_history_consistent_indicator\": \"\",\n \"du_case_file_id\": \"\",\n \"yearwise_details\": [\n {\n \"year\": \"\",\n \"is_selected\": \"\",\n \"extraordinary_one_time_expense\": \"\",\n \"non_deductible_meal\": \"\"\n },\n {\n \"year\": \"\",\n \"is_selected\": \"\",\n \"extraordinary_one_time_expense\": \"\",\n \"non_deductible_meal\": \"\"\n }\n ],\n \"s_corporation_earnings\": {\n \"yearwise_details\": [\n {\n \"year\": \"\",\n \"is_selected\": \"\",\n \"adequate_business_liquidity\": \"\",\n \"compensation_of_officers_included_as_income\": \"\",\n \"mortgages_notes_and_bonds_payable_less_than1_year\": \"All\",\n \"mortgages_notes_and_bonds_payable_less_than1_year_amount\": \"\",\n \"is_borrower_trust_guaranter\": \"1\",\n \"amortization\": \"\",\n \"amortization_selection_type\": \"3\",\n \"is_final_return_override\": \"\"\n },\n {\n \"year\": \"\",\n \"is_selected\": \"\",\n \"adequate_business_liquidity\": \"\",\n 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\"\"\n }\n}", "createdAt": "2026-07-28T02:25:10.000Z", "updatedAt": "2026-07-28T02:25:10.000Z", "uid": "35240-fe8eee80-a0d5-4a36-8efe-c9184544e3e1" }, { "id": "e638b46f-999b-4dbf-a5f1-35099ed59650", "name": "No existing income", "originalRequest": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" }, { "key": "Accept", "value": "application/json" }, { "description": "Added as a part of security scheme: oauth2", "key": "Authorization", "value": "" } ], "body": { "mode": "raw", "raw": "{\n \"borrower_uuid\": \"\",\n \"business_uuid\": \"\",\n \"income_guideline\": \"FANNIE_MAE\",\n \"meta_info\": {\n \"employment_start_date\": \"\",\n \"employment_history_consistent_indicator\": \"\",\n \"du_case_file_id\": \"\",\n \"yearwise_details\": [\n {\n \"year\": \"\",\n \"is_selected\": \"\",\n \"extraordinary_one_time_expense\": \"\",\n \"non_deductible_meal\": \"\"\n },\n {\n \"year\": \"\",\n \"is_selected\": \"\",\n \"extraordinary_one_time_expense\": 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"body": { "mode": "raw", "raw": "{\n \"borrower_uuid\": \"\",\n \"business_uuid\": \"\",\n \"income_guideline\": \"FANNIE_MAE\",\n \"meta_info\": {\n \"employment_start_date\": \"\",\n \"employment_history_consistent_indicator\": \"\",\n \"du_case_file_id\": \"\",\n \"yearwise_details\": [\n {\n \"year\": \"\",\n \"is_selected\": \"\",\n \"extraordinary_one_time_expense\": \"\",\n \"non_deductible_meal\": \"\"\n },\n {\n \"year\": \"\",\n \"is_selected\": \"\",\n \"extraordinary_one_time_expense\": \"\",\n \"non_deductible_meal\": \"\"\n }\n ],\n \"s_corporation_earnings\": {\n \"yearwise_details\": [\n {\n \"year\": \"\",\n \"is_selected\": \"\",\n \"adequate_business_liquidity\": \"\",\n \"compensation_of_officers_included_as_income\": \"\",\n \"mortgages_notes_and_bonds_payable_less_than1_year\": \"All\",\n \"mortgages_notes_and_bonds_payable_less_than1_year_amount\": \"\",\n \"is_borrower_trust_guaranter\": \"1\",\n \"amortization\": \"\",\n \"amortization_selection_type\": 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"{\n \"status\": \"\",\n \"message\": \"\"\n}", "createdAt": "2026-07-28T02:25:10.000Z", "updatedAt": "2026-07-28T02:25:10.000Z", "uid": "35240-aaf9af9c-c0e6-4243-b154-9cad109abd55" } ], "createdAt": "2026-07-28T02:25:10.000Z", "updatedAt": "2026-07-28T02:25:10.000Z", "uid": "35240-5d1fc22b-9368-4744-b1f5-9a3af39d3cc0" } ], "id": "2244fdad-ed7d-425d-bede-bdf3254fdbd4", "createdAt": "2026-07-28T02:25:10.000Z", "updatedAt": "2026-07-28T02:25:10.000Z", "uid": "35240-2244fdad-ed7d-425d-bede-bdf3254fdbd4" } ], "id": "d2ca0074-d4fd-4249-8b6c-e5fded6ae4f4", "createdAt": "2026-07-28T02:25:10.000Z", "updatedAt": "2026-07-28T02:25:10.000Z", "uid": "35240-d2ca0074-d4fd-4249-8b6c-e5fded6ae4f4" } ], "id": "cf68ca34-e251-42af-bcd1-04be2bc27c5e", "createdAt": "2026-07-28T02:25:10.000Z", "updatedAt": "2026-07-28T02:25:10.000Z", "uid": "35240-cf68ca34-e251-42af-bcd1-04be2bc27c5e" }, { "name": "income-calculations", "item": [ { "name": "Income calculations", "id": "67f28ce0-7bd5-43f4-8e93-6b694e08ab99", "protocolProfileBehavior": { "disableBodyPruning": true }, "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/v2/book/:book_uuid/income-calculations?guideline=FANNIE_MAE", "host": [ "{{baseUrl}}" ], "path": [ "v2", "book", ":book_uuid", "income-calculations" ], "query": [ { "description": "The guideline to be used for retrieving the income calculations. Supported values include FANNIE_MAE, FREDDIE_MAC, FHA, VA, and USDA.\n", "key": "guideline", "value": "FANNIE_MAE" } ], "variable": [ { "id": "b3f1cc83-8ef3-4144-bf47-953e9af054e8", "key": "book_uuid", "value": "", "description": "(Required) The unique identifier of the <> from which the income calculations are retrieved." } ] }, "description": "This API provides income values based on the specified guidelines for a <> type. The supported income types include `wage-earner`, `self-employed`, `rental`, and `other income`. A detailed description of income-related fields found in the `calculated_fields` objects within the totals array can be found in the [income calculation](https://docs.ocrolus.com/docs/income-calculations-api) definition. These fields include attributes like field name, default value, and title/header to identify and interpret each data point.\n \n> \ud83d\udc4d Tips\n> To retrieve Fannie Mae income calculation data, first call the [Fannie Mae self-employed income calculation](https://docs.ocrolus.com/reference/self-employed-income-calculation-fm) API, and then call the this income calculation API.\n" }, "response": [ { "id": "99e108c2-d54d-438c-b063-825c48d103c3", "name": "Success", "originalRequest": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" }, { "description": "Added as a part of security scheme: oauth2", "key": "Authorization", "value": "" } ], "url": { "raw": "{{baseUrl}}/v2/book/:book_uuid/income-calculations?guideline=FANNIE_MAE", "host": [ "{{baseUrl}}" ], "path": [ "v2", "book", ":book_uuid", "income-calculations" ], "query": [ { "description": "The guideline to be used for retrieving the income calculations. Supported values include FANNIE_MAE, FREDDIE_MAC, FHA, VA, and USDA.\n", "key": "guideline", "value": "FANNIE_MAE" } ], "variable": [ { "key": "book_uuid" } ] } }, "status": "OK", "code": 200, "_postman_previewlanguage": "json", "header": [ { "key": "Content-Type", "value": "application/json" } ], "cookie": [], "responseTime": null, "body": "{\n \"response\": {\n \"book_uuid\": \"\",\n \"incomes\": [\n {\n \"borrower_uuid\": \"\",\n \"business_uuid\": \"\",\n \"income_type\": \"OTHER\",\n \"year\": \"\",\n \"forms\": [\n {\n \"form_type\": \"\",\n \"form_uuid\": \"\",\n \"mixed_uploaded_doc_pk\": \"\",\n \"uploaded_doc_pk\": \"\",\n \"page_doc_pks\": [\n \"\",\n \"\"\n ]\n },\n {\n \"form_type\": \"\",\n \"form_uuid\": \"\",\n \"mixed_uploaded_doc_pk\": \"\",\n \"uploaded_doc_pk\": \"\",\n \"page_doc_pks\": [\n \"\",\n \"\"\n ]\n }\n ],\n \"fields\": [\n {\n \"name\": \"\",\n \"value\": \"\",\n \"title\": \"\",\n \"page_doc_pk\": \"\"\n },\n {\n \"name\": \"\",\n \"value\": \"\",\n \"title\": \"\",\n \"page_doc_pk\": \"\"\n }\n ],\n \"calculated_fields\": [\n {\n \"name\": \"\",\n \"value\": \"\",\n \"title\": \"\"\n },\n {\n \"name\": \"\",\n \"value\": \"\",\n \"title\": \"\"\n }\n ],\n \"currency\": \"\",\n \"income_by_tax_returns\": \"IRS Form 1120S - S Corporation Earnings\",\n \"xid\": \"\",\n \"pay_type\": \"Shift Differential Income\",\n \"other_income_collection\": \"Foster care\",\n \"hourly_rate\": \"\",\n \"hours_worked_per_week\": \"\",\n \"monthly_income\": \"\",\n \"period_earnings\": \"\",\n \"pay_frequency\": \"\",\n \"is_active\": \"\",\n \"is_selected\": \"\"\n },\n {\n \"borrower_uuid\": \"\",\n \"business_uuid\": \"\",\n \"income_type\": \"SELF_EMPLOYED\",\n \"year\": \"\",\n \"forms\": [\n {\n \"form_type\": \"\",\n \"form_uuid\": \"\",\n \"mixed_uploaded_doc_pk\": \"\",\n \"uploaded_doc_pk\": \"\",\n \"page_doc_pks\": [\n \"\",\n \"\"\n ]\n },\n {\n \"form_type\": \"\",\n \"form_uuid\": \"\",\n \"mixed_uploaded_doc_pk\": \"\",\n \"uploaded_doc_pk\": \"\",\n \"page_doc_pks\": [\n \"\",\n \"\"\n ]\n }\n ],\n \"fields\": [\n {\n \"name\": \"\",\n \"value\": \"\",\n \"title\": \"\",\n \"page_doc_pk\": \"\"\n },\n {\n \"name\": \"\",\n \"value\": \"\",\n \"title\": \"\",\n \"page_doc_pk\": \"\"\n }\n ],\n \"calculated_fields\": [\n {\n \"name\": \"\",\n \"value\": \"\",\n \"title\": \"\"\n },\n {\n \"name\": \"\",\n \"value\": \"\",\n \"title\": \"\"\n }\n ],\n \"currency\": \"\",\n \"income_by_tax_returns\": \"IRS Form 1120 - Regular Corporation\",\n \"xid\": \"\",\n \"pay_type\": \"Hourly Income\",\n \"other_income_collection\": \"Accessory unit income\",\n \"hourly_rate\": \"\",\n \"hours_worked_per_week\": \"\",\n \"monthly_income\": \"\",\n \"period_earnings\": \"\",\n \"pay_frequency\": \"\",\n \"is_active\": \"\",\n \"is_selected\": \"\"\n }\n ],\n \"borrowers\": [\n {\n \"uuid\": \"\",\n \"name\": \"\"\n },\n {\n \"uuid\": \"\",\n \"name\": \"\"\n }\n ],\n \"employers\": [\n {\n \"uuid\": \"\",\n \"name\": \"\"\n },\n {\n \"uuid\": \"\",\n \"name\": \"\"\n }\n ],\n \"properties\": [\n {\n \"uuid\": \"\",\n \"address\": \"\",\n \"address_line1\": \"\",\n \"city\": \"\",\n \"state\": \"\",\n \"postal_code\": \"\"\n },\n {\n \"uuid\": \"\",\n \"address\": \"\",\n \"address_line1\": \"\",\n \"city\": \"\",\n \"state\": \"\",\n \"postal_code\": \"\"\n }\n ],\n \"alerts\": [\n {\n \"message\": \"\",\n \"severity\": \"\",\n \"income_type\": \"\"\n },\n {\n \"message\": \"\",\n \"severity\": \"\",\n \"income_type\": \"\"\n }\n ],\n \"totals\": [\n {\n \"borrower_uuid\": \"\",\n \"income_type\": \"\",\n \"business_uuid\": \"\",\n \"calculated_fields\": [\n {\n \"name\": \"\",\n \"value\": \"\",\n \"title\": \"\"\n },\n {\n \"name\": \"\",\n \"value\": \"\",\n \"title\": \"\"\n }\n ]\n },\n {\n \"borrower_uuid\": \"\",\n \"income_type\": \"\",\n \"business_uuid\": \"\",\n \"calculated_fields\": [\n {\n \"name\": \"\",\n \"value\": \"\",\n \"title\": \"\"\n },\n {\n \"name\": \"\",\n \"value\": \"\",\n \"title\": \"\"\n }\n ]\n }\n ]\n }\n}", "createdAt": "2026-07-28T02:25:10.000Z", "updatedAt": "2026-07-28T02:25:10.000Z", "uid": "35240-99e108c2-d54d-438c-b063-825c48d103c3" }, { "id": "f7ab774a-d346-4890-b7a1-966021aef2a7", "name": "Client Errors", "originalRequest": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" }, { "description": "Added as a part of security scheme: oauth2", "key": "Authorization", "value": "" } ], "url": { "raw": "{{baseUrl}}/v2/book/:book_uuid/income-calculations?guideline=FANNIE_MAE", "host": [ "{{baseUrl}}" ], "path": [ "v2", "book", ":book_uuid", "income-calculations" ], "query": [ { "description": "The guideline to be used for retrieving the income calculations. Supported values include FANNIE_MAE, FREDDIE_MAC, FHA, VA, and USDA.\n", "key": "guideline", "value": "FANNIE_MAE" } ], "variable": [ { "key": "book_uuid" } ] } }, "status": "Bad Request", "code": 400, "_postman_previewlanguage": "json", "header": [ { "key": "Content-Type", "value": "application/json" } ], "cookie": [], "responseTime": null, "body": "{\n \"status\": \"\",\n \"code\": \"\",\n \"response\": {},\n \"message\": \"\",\n \"meta\": {\n \"status\": \"\",\n \"message\": \"\",\n \"code\": \"\"\n }\n}", "createdAt": "2026-07-28T02:25:10.000Z", "updatedAt": "2026-07-28T02:25:10.000Z", "uid": "35240-f7ab774a-d346-4890-b7a1-966021aef2a7" }, { "id": "2fb806a5-1215-4041-9f6e-c29a71f291d4", "name": "Client Errors", "originalRequest": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" }, { "description": "Added as a part of security scheme: oauth2", "key": "Authorization", "value": "" } ], "url": { "raw": "{{baseUrl}}/v2/book/:book_uuid/income-calculations?guideline=FANNIE_MAE", "host": [ "{{baseUrl}}" ], "path": [ "v2", "book", ":book_uuid", "income-calculations" ], "query": [ { "description": "The guideline to be used for retrieving the income calculations. Supported values include FANNIE_MAE, FREDDIE_MAC, FHA, VA, and USDA.\n", "key": "guideline", "value": "FANNIE_MAE" } ], "variable": [ { "key": "book_uuid" } ] } }, "status": "Not Found", "code": 404, "_postman_previewlanguage": "json", "header": [ { "key": "Content-Type", "value": "application/json" } ], "cookie": [], "responseTime": null, "body": "{\n \"status\": \"\",\n \"message\": \"\"\n}", "createdAt": "2026-07-28T02:25:10.000Z", "updatedAt": "2026-07-28T02:25:10.000Z", "uid": "35240-2fb806a5-1215-4041-9f6e-c29a71f291d4" } ], "createdAt": "2026-07-28T02:25:10.000Z", "updatedAt": "2026-07-28T02:25:10.000Z", "uid": "35240-67f28ce0-7bd5-43f4-8e93-6b694e08ab99" } ], "id": "9d617d81-e56c-4d11-aa12-f5219ef7922b", "createdAt": "2026-07-28T02:25:10.000Z", "updatedAt": "2026-07-28T02:25:10.000Z", "uid": "35240-9d617d81-e56c-4d11-aa12-f5219ef7922b" }, { "name": "income-guideline", "item": [ { "name": "Save income guideline", "id": "b2c7653c-5cdd-49ed-ac32-9bf7f746ef62", "protocolProfileBehavior": { "disableBodyPruning": true }, "request": { "method": "PUT", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/v2/book/:book_uuid/income-guideline?guideline=FREDDIE_MAC", "host": [ "{{baseUrl}}" ], "path": [ "v2", "book", ":book_uuid", "income-guideline" ], "query": [ { "description": "(Required) The guideline to be used for retrieving the income calculations. Supported values include `FANNIE_MAE`, `FREDDIE_MAC`, `FHA, `VA`, `USDA`, `CONVENTIONAL`.\n \n > \ud83d\udcd8 The `CONVENTIONAL` guideline translates to the Fannie Mae income guideline.\n", "key": "guideline", "value": "FREDDIE_MAC" } ], "variable": [ { "id": "0d4ed617-e369-41d1-be69-574c3e9f5a94", "key": "book_uuid", "value": "", "description": "(Required) The unique identifier of the Ocrolus <> for which the loan program or GSE guideline should be created or updated." } ] }, "description": "This API lets you set or update the loan program or Government-Sponsored Enterprise (GSE) guideline for an Ocrolus <>. It ensures income calculations use the correct guideline (for example, Fannie Mae, Freddie Mac, FHA, VA, or USDA) and that the results are accurately reflected in the Ocrolus Dashboard for underwriting review. The most recent guideline is always used for income calculations by default.\n\nYou can use this API to:\n- Set the income guideline immediately after the Book is created.\n- Update the income guideline with a different guideline value later if the loan program changes. \n\n> \ud83d\udcd8 Notes\n> - A valid `book_uuid` is required.\n> - Updated income calculations are reflected after processing is complete.\n" }, "response": [ { "id": "4c69d608-0e53-4904-a18a-d7e36779904c", "name": "Success", "originalRequest": { "method": "PUT", "header": [ { "key": "Accept", "value": "application/json" }, { "description": "Added as a part of security scheme: oauth2", "key": "Authorization", "value": "" } ], "url": { "raw": "{{baseUrl}}/v2/book/:book_uuid/income-guideline?guideline=FREDDIE_MAC", "host": [ "{{baseUrl}}" ], "path": [ "v2", "book", ":book_uuid", "income-guideline" ], "query": [ { "description": "(Required) The guideline to be used for retrieving the income calculations. Supported values include `FANNIE_MAE`, `FREDDIE_MAC`, `FHA, `VA`, `USDA`, `CONVENTIONAL`.\n \n > \ud83d\udcd8 The `CONVENTIONAL` guideline translates to the Fannie Mae income guideline.\n", "key": "guideline", "value": "FREDDIE_MAC" } ], "variable": [ { "key": "book_uuid" } ] } }, "status": "OK", "code": 200, "_postman_previewlanguage": "json", "header": [ { "key": "Content-Type", "value": "application/json" } ], "cookie": [], "responseTime": null, "body": "{\n \"response\": {\n \"book_uuid\": \"\",\n \"income_guideline\": \"CONVENTIONAL\",\n \"staus\": \"\"\n }\n}", "createdAt": "2026-07-28T02:25:10.000Z", "updatedAt": "2026-07-28T02:25:10.000Z", "uid": "35240-4c69d608-0e53-4904-a18a-d7e36779904c" }, { "id": "a8c37aab-8d85-4150-860e-7b368e545863", "name": "Bad Request", "originalRequest": { "method": "PUT", "header": [ { "key": "Accept", "value": "application/json" }, { "description": "Added as a part of security scheme: oauth2", "key": "Authorization", "value": "" } ], "url": { "raw": "{{baseUrl}}/v2/book/:book_uuid/income-guideline?guideline=FREDDIE_MAC", "host": [ "{{baseUrl}}" ], "path": [ "v2", "book", ":book_uuid", "income-guideline" ], "query": [ { "description": "(Required) The guideline to be used for retrieving the income calculations. Supported values include `FANNIE_MAE`, `FREDDIE_MAC`, `FHA, `VA`, `USDA`, `CONVENTIONAL`.\n \n > \ud83d\udcd8 The `CONVENTIONAL` guideline translates to the Fannie Mae income guideline.\n", "key": "guideline", "value": "FREDDIE_MAC" } ], "variable": [ { "key": "book_uuid" } ] } }, "status": "Bad Request", "code": 400, "_postman_previewlanguage": "json", "header": [ { "key": "Content-Type", "value": "application/json" } ], "cookie": [], "responseTime": null, "body": "{\n \"status\": \"\",\n \"message\": \"\"\n}", "createdAt": "2026-07-28T02:25:10.000Z", "updatedAt": "2026-07-28T02:25:10.000Z", "uid": "35240-a8c37aab-8d85-4150-860e-7b368e545863" }, { "id": "814e2aeb-31e1-4762-918a-8f5bebaad767", "name": "Forbidden", "originalRequest": { "method": "PUT", "header": [ { "key": "Accept", "value": "application/json" }, { "description": "Added as a part of security scheme: oauth2", "key": "Authorization", "value": "" } ], "url": { "raw": "{{baseUrl}}/v2/book/:book_uuid/income-guideline?guideline=FREDDIE_MAC", "host": [ "{{baseUrl}}" ], "path": [ "v2", "book", ":book_uuid", "income-guideline" ], "query": [ { "description": "(Required) The guideline to be used for retrieving the income calculations. Supported values include `FANNIE_MAE`, `FREDDIE_MAC`, `FHA, `VA`, `USDA`, `CONVENTIONAL`.\n \n > \ud83d\udcd8 The `CONVENTIONAL` guideline translates to the Fannie Mae income guideline.\n", "key": "guideline", "value": "FREDDIE_MAC" } ], "variable": [ { "key": "book_uuid" } ] } }, "status": "Forbidden", "code": 403, "_postman_previewlanguage": "json", "header": [ { "key": "Content-Type", "value": "application/json" } ], "cookie": [], "responseTime": null, "body": "{\n \"status\": \"\",\n \"message\": \"\"\n}", "createdAt": "2026-07-28T02:25:10.000Z", "updatedAt": "2026-07-28T02:25:10.000Z", "uid": "35240-814e2aeb-31e1-4762-918a-8f5bebaad767" }, { "id": "dc41acba-0cfc-4c8f-aee1-7c5fb4880df0", "name": "Not Found", "originalRequest": { "method": "PUT", "header": [ { "key": "Accept", "value": "application/json" }, { "description": "Added as a part of security scheme: oauth2", "key": "Authorization", "value": "" } ], "url": { "raw": "{{baseUrl}}/v2/book/:book_uuid/income-guideline?guideline=FREDDIE_MAC", "host": [ "{{baseUrl}}" ], "path": [ "v2", "book", ":book_uuid", "income-guideline" ], "query": [ { "description": "(Required) The guideline to be used for retrieving the income calculations. Supported values include `FANNIE_MAE`, `FREDDIE_MAC`, `FHA, `VA`, `USDA`, `CONVENTIONAL`.\n \n > \ud83d\udcd8 The `CONVENTIONAL` guideline translates to the Fannie Mae income guideline.\n", "key": "guideline", "value": "FREDDIE_MAC" } ], "variable": [ { "key": "book_uuid" } ] } }, "status": "Not Found", "code": 404, "_postman_previewlanguage": "json", "header": [ { "key": "Content-Type", "value": "application/json" } ], "cookie": [], "responseTime": null, "body": "{\n \"status\": \"\",\n \"message\": \"\"\n}", "createdAt": "2026-07-28T02:25:10.000Z", "updatedAt": "2026-07-28T02:25:10.000Z", "uid": "35240-dc41acba-0cfc-4c8f-aee1-7c5fb4880df0" }, { "id": "387a9a60-bb56-48f2-adaf-60a533a6781e", "name": "Internal Server Error", "originalRequest": { "method": "PUT", "header": [ { "key": "Accept", "value": "application/json" }, { "description": "Added as a part of security scheme: oauth2", "key": "Authorization", "value": "" } ], "url": { "raw": "{{baseUrl}}/v2/book/:book_uuid/income-guideline?guideline=FREDDIE_MAC", "host": [ "{{baseUrl}}" ], "path": [ "v2", "book", ":book_uuid", "income-guideline" ], "query": [ { "description": "(Required) The guideline to be used for retrieving the income calculations. Supported values include `FANNIE_MAE`, `FREDDIE_MAC`, `FHA, `VA`, `USDA`, `CONVENTIONAL`.\n \n > \ud83d\udcd8 The `CONVENTIONAL` guideline translates to the Fannie Mae income guideline.\n", "key": "guideline", "value": "FREDDIE_MAC" } ], "variable": [ { "key": "book_uuid" } ] } }, "status": "Internal Server Error", "code": 500, "_postman_previewlanguage": "json", "header": [ { "key": "Content-Type", "value": "application/json" } ], "cookie": [], "responseTime": null, "body": "{\n \"status\": \"\",\n \"message\": \"\"\n}", "createdAt": "2026-07-28T02:25:10.000Z", "updatedAt": "2026-07-28T02:25:10.000Z", "uid": "35240-387a9a60-bb56-48f2-adaf-60a533a6781e" } ], "createdAt": "2026-07-28T02:25:10.000Z", "updatedAt": "2026-07-28T02:25:10.000Z", "uid": "35240-b2c7653c-5cdd-49ed-ac32-9bf7f746ef62" } ], "id": "bb1fcf9e-c48b-4992-ae51-5b4f9aa5dd31", "createdAt": "2026-07-28T02:25:10.000Z", "updatedAt": "2026-07-28T02:25:10.000Z", "uid": "35240-bb1fcf9e-c48b-4992-ae51-5b4f9aa5dd31" } ], "id": "fe16503e-e0b9-48c4-9c06-b2e463d2441f", "createdAt": "2026-07-28T02:25:10.000Z", "updatedAt": "2026-07-28T02:25:10.000Z", "uid": "35240-fe16503e-e0b9-48c4-9c06-b2e463d2441f" }, { "name": "{uuid}", "item": [ { "name": "income", "item": [ { "name": "entity_config", "item": [ { "name": "Configure income entity", "id": "ccae95bb-422b-4961-98ea-70f0a6c08967", "protocolProfileBehavior": { "disableBodyPruning": true }, "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" }, { "key": "Accept", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"entity_details\": {\n \"name\": \"\",\n \"ein\": \"\"\n },\n \"borrower_details\": {\n \"name\": \"\",\n \"last_four_ssn_digits\": \"\"\n },\n \"xid\": \"\",\n \"employment_start_date\": \"\",\n \"income_type\": \"SELF_EMPLOYED\"\n}", "options": { "raw": { "headerFamily": "json", "language": "json" } } }, "url": { "raw": "{{baseUrl}}/v2/book/:uuid/income/entity_config", "host": [ "{{baseUrl}}" ], "path": [ "v2", "book", ":uuid", "income", "entity_config" ], "variable": [ { "id": "afe1ac6b-9a99-4fc2-a965-364073ac436c", "key": "uuid", "value": "", "description": "(Required) The unique identifier of the Ocrolus <> for which borrower\u2013employer data should be configured." } ] }, "description": "This API allows you to **update the employment start date** for a borrower\u2013employer pair linked to a specific Ocrolus <>. You can optionally include identifiers such as the employer\u2019s **EIN** (Employer Identification Number) and the borrower\u2019s **last four SSN digits (Social Security Number)** for more accurate matching. If the borrower\u2013employer pair exists, the record is updated; otherwise, a new one is created. When provided, the **employment start date** is also used in income calculation to ensure the precise and consistent results across the platform.\n> \ud83d\udcd8 Note\n> - If the borrower\u2013employer pair already exists, the system updates the existing record with the new start date.\n> - If the pair does not exist, a new configuration entry is created automatically.\n> - Optional identifiers (**`ein, last_four_ssn_digits`**, and **`income_type`**) help ensure accurate borrower\u2013employer matching.\n" }, "response": [ { "id": "d60dcf52-7925-4442-a19e-686bd5659eb6", "name": "Success", "originalRequest": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" }, { "key": "Accept", "value": "application/json" }, { "description": "Added as a part of security scheme: oauth2", "key": "Authorization", "value": "" } ], "body": { "mode": "raw", "raw": "{\n \"entity_details\": {\n \"name\": \"\",\n \"ein\": \"\"\n },\n \"borrower_details\": {\n \"name\": \"\",\n \"last_four_ssn_digits\": \"\"\n },\n \"xid\": \"\",\n \"employment_start_date\": \"\",\n \"income_type\": \"SELF_EMPLOYED\"\n}", "options": { "raw": { "headerFamily": "json", "language": "json" } } }, "url": { "raw": "{{baseUrl}}/v2/book/:uuid/income/entity_config", "host": [ "{{baseUrl}}" ], "path": [ "v2", "book", ":uuid", "income", "entity_config" ], "variable": [ { "key": "uuid" } ] } }, "status": "OK", "code": 200, "_postman_previewlanguage": "json", "header": [ { "key": "Content-Type", "value": "application/json" } ], "cookie": [], "responseTime": null, "body": "{\n \"response\": {\n \"data\": {\n \"uuid\": \"\",\n \"book_uuid\": \"\",\n \"borrower_details\": {\n \"name\": \"\",\n \"last_four_ssn_digits\": \"\"\n },\n \"entity_details\": {\n \"name\": \"\",\n \"ein\": \"\"\n },\n \"income_type\": \"WAGE_EARNER\",\n \"employment_start_date\": \"\",\n \"created_ts\": \"\",\n \"updated_ts\": \"\",\n \"xid\": \"\"\n },\n \"success\": \"\",\n \"code\": \"\"\n }\n}", "createdAt": 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