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Underwriters create information requests using the createUnderwritingInformationRequests mutation.
  • Requests are scoped to a specific underwriting application
  • Each request includes instructions describing the information required
  • Requests can be created from a custom input or from a predefined option
  • Creating a request does not change the application status
Integrators do not create information requests directly; they respond to requests created by underwriting staff.
ScenarioAn underwriter reviews Ben’s application and needs clarification on his keyboard business’s revenue projections. They create an information request with specific instructions about what documentation is needed.
mutation CreateUnderwritingInformationRequests(
  $input: CreateUnderwritingInformationRequestsInput!
) {
  createUnderwritingInformationRequests(input: $input) {
    underwritingInformationRequests {
      id
      applicationId
      status
      title
      description
    }
    errors {
      ... on BadRequestError {
        message
      }
    }
  }
}

{
  "data": {
    "createUnderwritingInformationRequests": {
      "underwritingInformationRequests": [
        {
          "id": "c3d4e5f6-a7b8-4c9d-0e1f-2a3b4c5d6e7f",
          "applicationId": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
          "status": "REQUESTED",
          "title": "Bank Statements",
          "description": "Please provide last 3 months of business bank statements"
        }
      ],
      "errors": []
    }
  }
}
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