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Rent and Living Use Cases

Introduction

The Rent and Living Report provides an overview of the current living situation of a customer.

Information you can get from this report:

  • Spendings on loan or rent

  • Energy costs

  • Expenses for maintenance costs

  • Home related costs like telecommunications and insurances

The following use cases are examples to make them more “plastic”.

Banks

UC-01: Bank wants to determine what the customer's current rent and living situation looks like for a loan application

Actors

  • Bank

  • User

Systems

  • Bank’s loan application

  • finAPI Data Intelligence

  • finAPI Process Controller

  • finAPI WebForm

Goals

  • Determine current rent and living situation

Preconditions

  • User has opened the Bank's online loan application

Flow

  • Bank’s loan application asks customer to import all accounts

    • Open finAPI Process Controller and get process token and user

    • Call finAPI WebForm v2 to let the user import the accounts

      • wait until the user has finished

    • Call finAPI Data Intelligence Synchronize accounts endpoint and wait for callback

      • Callback should create a Case and a Rent and Living Report with the given Data Sources

    • Get the result of the Rent and Living Report

      • Look at the result to find out what the client's current rent and housing liabilities are

Energy Supplier

UC-02: An energy supplier wants to know how high the energy costs paid are in order to possibly make a counteroffer.

Actors

  • Energy Supplier

  • User

Systems

  • Energy Supplier’s application

  • finAPI Data Intelligence

  • finAPI Process Controller

  • finAPI WebForm

Goals

  • Determine current rent and living situation

Preconditions

  • User has opened the Energy Supplier’s application

Flow

  • Energy Supplier’s application asks customer to import all accounts

    • Open finAPI Process Controller and get process token and user

    • Call finAPI WebForm v2 to let the user import the accounts

      • wait until the user has finished

    • Call finAPI Data Intelligence Synchronize accounts endpoint and wait for callback

      • Callback should create a Case and a Rent and Living Report with the given Data Sources

    • Get the result of the Rent and Living Report

      • Look at the result to find out what the client's current rent and housing liabilities are

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