Additional fields added to Configurable Products Applications data in the Reporting Dashboard and API v10

Date Available: Available in beta and production on Tuesday, October 15, 2024

Which customers are impacted?: Customers using Blend’s Reporting Dashboard that have a product on the Blend Builder platform.

Required?: Yes, this is a required release. Required releases are features that Blend wants to standardize in the codebase, and typically do not require additional configuration. 

How to turn on: This feature will be automatically enabled on the dates listed above. Lender users that have Reporting access may need to log out and log back in to download reports using the latest version.

Purpose of Update and Benefit: 
The Configurable Products Applications report will now include additional application-level data for additional insight into the current status/outcome of applications, for connecting with their internal systems, and more ability to aggregate on attributes such as template version, associated marketing efforts, loan purpose, and loan amount. 

Current Behavior:
The Configurable Products Applications report is an existing report/endpoint that is one row per application, with attributes around the borrower selections and how they entered the Blend experience.

New Behavior:
The following fields will be added to the Configurable Products Applications report, and /reporting/configurable-products-applications: endpoint in v9.

• losPrimaryKey
  • Data Type: string
  • Definition: The primary key of the loan in the LOS
• decision
  • Data Type: string
  • Definition: The most recent outcome of the application
• applicationStatus
  • Data Type: string
  • Definition: The current status of the application as set in the application (e.g. Completed, In Progress, Rejected, Approved, Pending Booking, Pending Funding)
• loanPurposeType
  • Data Type: string
  • Definition: The loan purpose type chosen by the applicant, will not be populated for Deposit Account, but will be included for all other products
• loanAmount
  • Data Type: int
  • Definition: The amount being requested by an applicant
• promoCode
  • Data Type: string
  • Definition: The applicant’s text input on the form when prompted to enter any available promo code
• applicationMarketingTag
  • Data Type: string
  • Definition: The marketing tag (often containing a series of marketing tags associated with the application)
• signupUrl
  • Data Type: string
  • Definition: The sign-up URL used by the primary borrower upon entering the application
• productId
  • Data Type: string
  • Definition: The product associated with the application, chosen at a product selection page or pre-filled if an applicant has a product associated prior to entering the application.
• applicationVersionId
  • Data Type: int
  • Definition: The number automatically associated with a new push to production
• applicationApprovedVersionId
  • Data Type: int
  • Definition: The number associated with the current version
• applicationVersionFirstSeenDatetime
  • Data Type: datetime
  • Definition: The timestamp of when the template associated with the application in question was pushed in prod

This release will be available in both beta and production environments on October 7, 2024.

Note that testing changes are NOT required, as you will not experience any change in the functionality of the Reporting Dashboard; only the number of columns returned when pulling this report will change. Additionally these fields will only be available in v9 of the Reporting API.

Resources: 

• Reporting API Documentation
• Reporting Dashboard Documentation
• Reporting Data Dictionary

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