Financial reports via bank connection (Plaid)
Create financial report
Start a financial report case. Returns link_url for frontend embed (iframe/redirect). Applicant connects a bank via hosted Link; when done, Scrub POSTs report.ready or report.failed to your Controls webhook URL. Poll GET /report/{case_id} for status: PENDING_CONNECTION, CONNECTED, PROCESSING, REPORT_READY, FAILED, EXPIRED.
Request Body
full_namestring · requiredExample: Adebola Jamesreference_idstring · requiredExample: loan_app_9981
contact_phonestringExample: +2348012345678contact_emailstring · emailcountry_codesstring[]ISO 3166-1 alpha-2 country codes for Plaid Link
Example: ["NG"]Default: ["US"]
Responses
case_idstring · uuidstatusstringExample: PENDING_CONNECTIONmessagestringlink_urlstring · uriEmbed this URL in an iframe on the customer platform to open Plaid Link. The hosted UI calls GET /c/{token}/session then POST /c/{token}/link-token.
Example: https://app.example.com/plaid/link?session=opaque-token
Get financial report status
Fetch case status. Statuses: PENDING_CONNECTION, CONNECTED, PROCESSING, REPORT_READY, FAILED, EXPIRED. When status is REPORT_READY, includes score, report payload, and optional PDF URL. Prefer webhooks (report.ready / report.failed) for async delivery.
path Parameters
case_idstring · uuid · required
Responses
case_idstring · uuidreference_idstringsubject_idstringstatusstring · enumEnum values:PENDING_CONNECTIONCONNECTEDPROCESSINGREPORT_READYFAILEDEXPIREDcreated_atstring · date-timeconnection_completed_atstring · date-timereport_completed_atstring · date-timewebhook_delivered_atstring · date-timereportobject