Pre-Qualification API

Initiation (Criteria API Trigger Event)

Enter in the applicant's Business Name as the API trigger. In production, criteria is managed via CRM integration.

Integrations

200: OK
400: Bad Request
Initiate Trigger Event

Analysis (Document API Listener)

Upload files for analysis. In production file listeners may be managed via data store integration.

 Required documents for API demo: 
1. Articles of Incorporation
2. Bank Statement.

Client Portal

Submit Document AI Request

Results (OCR API response)

Results of the file analysis. In production these values are returned to your CRM. Additional response values are managed in your CRM.

Overall Document Quality Assessment

LOW
MODERATE
HIGH

Harbr thinks that the files are of low quality in completeness and accuracy.

 3 files uploaded.

 2/2 Required documents found.

 0/3 Business name match.

 3/3 Documents analyzed.

 Data extraction aborted.

 Conditions triggered.

Conditional Sequences

Text Message

Text-to-Voice

Email

New Email Sequence

Recipients: Managed by CRM

Subject: Managed by CRM

Message body: Managed by CRM.

Agent Signature: Managed by CRM.

200 OK. Request Completed Successfully.