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Bundle 1 — Receive Credit Committee Report Data upon Questionnaire Submit

Trigger: Questionnaire submitted in YAPU

Business purpose​

Bundle 1 is the foundational outbound integration between the YAPU platform and a client's Core Banking System (CBS). Financial institutions typically operate YAPU for credit assessment and a separate system for loan accounting and customer record management. This bundle bridges the two: when a loan officer completes and submits a questionnaire in YAPU, the resulting Credit Committee Report (CCR) data is automatically pushed to the client system — no manual re-entry required.

Capabilities​

  • Receives Credit Committee Report data from YAPU upon questionnaire submission
  • Delivers a configurable data set to the client system in real time
  • Eliminates manual data transfer between YAPU and core banking or CRM systems

How it works​

  1. A loan officer visits the end-customer and opens a questionnaire in the YAPU application.
  2. The officer completes and finalizes the questionnaire, then presses Submit.
  3. YAPU processes the submission and triggers the API call.
  4. Data Set A is sent to the client system automatically.
  5. The client system receives the data, ready for storage, further processing, or display.

Data exchange​

DirectionData setContent
Outbound (YAPU → Client)Data Set AConfigurable selection of questionnaire and Credit Committee Report fields — clients choose from a list provided by YAPU Solutions

:::info Data format All outbound data is delivered as a JSON string. The client system is responsible for parsing and transforming the data into its own format and data structure. :::

When to use Bundle 1​

Bundle 1 is the right starting point when:

  • Your institution wants Credit Committee Report data mirrored in its CBS or CRM automatically
  • You do not need to pre-populate YAPU questionnaires with data from your system
  • You do not require an eligibility check before the questionnaire is filled
  • The submit event is the only trigger you need (no updates or approval-based triggers)

If you need data to also flow on questionnaire updates, consider Bundle 4. If you also need report status "Approval" to trigger a data push, consider Bundle 7.

Limitations​

  • Requires a YAPU questionnaire to already be configured for the client's integration
  • Only a single questionnaire can be used per integration
  • Inbound data (from client to YAPU) is not part of this bundle — questionnaire fields must be filled manually by the loan officer
  • The client system must be able to receive HTTPS POST requests and process JSON string payloads
BundleAdds to Bundle 1
Bundle 2Autofill questionnaire from client system data
Bundle 3Client eligibility check before questionnaire
Bundle 4Additional trigger: questionnaire or report update
Bundle 7Additional trigger: report status update "Approval"

:::tip Ready to integrate? Contact your YAPU representative to confirm whether Bundle 1 matches your use case and to begin the specification process. See Integration Process for timelines and next steps. :::