Fulfill Information Requests

For Information Requests (Info Requests) received by users within your Connect Organization or users for which you have been granted access through Third Party Authorization, you can fulfill these requests using the Partner API mutations. Currently Information Requests for Borrowers/Sellers are supported via the API. Ongoing support for expanding Info Request support through the Qualia API.

recipient_id is the user_id of a Connect User

Each Info Request is sent to a specific user identified by the recipient_id, which is the same as that user's Connect user_id. You may need to query the contacts object of the Partner: "order" query to identify the user. It may be helpful to include this query within your error handling for any "user ID not found" errors occurring in your system. Best Practices: Gather and log user_ids as soon as possible through the Partner: "usersInOrganization" query, the Partner: "order" query, notifications or responses to those notifications sent within the ACTIVITY_CREATED webhook, and the THIRD_PARTY_ACCESS_MODIFIED webhook.

Get Information Request

Before fulfilling a request, you will need to gather additional information using the Partner: "infoRequest" query, following these steps:
1. First, use the Partner: 'order' query to gather the Information Request IDs from the 'information_request' object.
2. Next, with the Information Request ID, use the Partner: "infoRequest" query to fetch the default data provided on the order.
3. Present this data to the user for confirmation or additional input.
4. Finally, use the appropriate fulfill mutation (e.g., Partner: "fulfillHOAInfo") to map the confirmed or additional data back to the form fields. Please reference the recipes in the next section below for fulfill mutations. For a more in-depth analysis of the above steps, please refer to the Get Information Request Submitted Data article for instructions.

Info Requests through the UI

While developing your solution, add your Connect User as a Buyer/Seller and send yourself an Info Request and inspect the Qualia Connect form within the Qualia Connect Partner Portal and inspect the form fields available and their behavior. Note: If you are using the APP_PROVIDER user to power Info Requests combined with automated Info Requests, you may need to manually send an Info Request directly to your Connect User.

Submit Information Request Responses

You can complete the following Information Requests:

Confirm Legal and Prior Names

To fulfill this request, use the Partner: "infoRequestFulfillConfirmLegalAndPriorNames" mutation. Please reference the below recipe for additional information.

Fulfill Upload Documents

To fulfill this request, use the Partner: "infoRequestFulfillUploadDocuments" mutation.

Fulfill Personal Info

To fulfill this request, use the Platform: "infoRequestFulfillPersonalInfo" mutation.

Fulfill HOA Info

To fulfill this request, use the Platform: "infoRequestFulfillHOAInfo" mutation.

Fulfill Vesting Info

To fulfill this request, use the Platform: "infoRequestFulfillVestingInfo."

Fulfill Authorize Payoffs

To fulfill this request, use the Platform: "infoRequestFulfillAuthorizePayoffs" mutation.

Information Request submission availability is an ongoing endeavor.