Use the /clients/ endpoint to create a new client.
This returns an "id"in the response. It is your new client's unique ID
Use the /documents endpoint to Set up a callback URL in your app.
Upload a client's statement using the /documents endpoint.
This requires the client_idfrom step 2
It will append the document to the client belonging to the ID and return a "document_id" and the same "client_id" in the response.
and automatically begins to analyze the statement.
Listen to your callback.
onFailure, check the error code for debugging.
onSuccess, you will receive the analyzed data and the Client's information on your callback url.
Use the client_id to call the additional endpoints to fetch the specific analysis category of your client's analyzed document. (You can call any of these endpoints as many times as you need)
Summary,
Cashflow,
Spending,
Gambling,
Trends.
Affordability Estimate,
etc.
Use the client_id to upload additional statements to the same client or re-fetch the analysis
