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Use the due diligence endpoints to create the case, upload supporting material in a second step, publish the credit offer, and poll the case until it reaches a terminal state.
  1. Call POST /due-diligence/init to open the case and receive due_diligence_id plus contracts_preview.
  2. Call POST /due-diligence/{due_diligence_id}/uploads to request presigned upload URLs for the statement files you need to send.
  3. Upload the files to the returned URLs.
  4. Poll GET /due-diligence/{due_diligence_id} while the case is being processed.
  5. Call POST /due-diligence/{due_diligence_id}/credit-offer when you are ready to publish the commercial terms.
  6. Continue polling GET /due-diligence/{due_diligence_id} until the case reaches SIGNED or another terminal state.

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Important Behavior

  • Upload URLs are requested separately from case creation.
  • The detail endpoint is the client-facing status surface for the case.
  • Signature confirmation is not performed through a client API endpoint. Signers complete that step through emailed links sent after the credit offer is published.

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Endpoints In This Section

  • POST /due-diligence/init
  • POST /due-diligence/{due_diligence_id}/uploads
  • GET /due-diligence/{due_diligence_id}
  • POST /due-diligence/{due_diligence_id}/credit-offer