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Staircase

Tax

Property tax at parcel level: assessed values, millage, exemptions, and the tax-roll history behind them.

A caller sends a parcel and receives its tax position — assessed, exempt and taxable values, the authority levying them, and the roll history year on year.

Two consumers with different needs. Escrow calculation needs the current annual obligation; collateral analysis needs the history, because a long gap between assessed and market value is itself a signal.

How it works

The dual listing is real: this is the property side, and Tax under Verification is the borrower side — transcripts and returns. They share a name in the source catalogue and nothing else.

The class carrying this data is tax in the property model, together with the authority, jurisdiction and exemption classes it points at.

Dual listing

Tax is filed under two categories. The other listing is Tax under Verification, and the recorded specifications resolve there — its 3 operations render on that page.

Operations

Workflow

POST /products/property-taxes/invocations

Invoke Product Flow

InvokeSpecificProductFlow

This endpoint retrieves the Property Taxes for the given property using different partners.

Usage

You can send a request in two different ways:

  • Using request_data: If you provide this parameter, flow invocation would use the data here as input. If you also provide a transaction_id in the request body, Response Collection would be created in the related Transaction object. If you don't provide a transaction_id we will automatically create a Transaction for you and Response Collection would be created in this new Transaction as well.
  • Using transaction_id and request_collection_id: If you already have a request collection, you can provide its details using these two parameters. Note that in this case Response Collection would be created in the provided Transaction.

Note: You cannot provide product_flow_name and vendor_name parameters together. When provided together, simply product_flow_name is used.

Show the rest

Retrieving the Invocation Result

After invocation, endpoint returns an invocation_id which you can poll for its status using /products/property-taxes/invocations/{invocation_id} endpoint. Once the invocation is completed, the Response Collection is populated with these search results.

If you would rather receive a callback once the invocation is completed instead of polling it, you can set callback_url parameter in the request body.

Request
application/json
{
  "vendor_name": "ernst",
  "transaction_id": "01F6NAMXWN2XVBD1YJ92A6S6R4",
  "request_collection_id": "01F6QF1QJF20DMSXH4SYXKB1SN"
}
Response
application/json

Successfully started flow invocation.

{
  "product_flow_name": "ErnstPropertyTaxes",
  "metadata": {},
  "request_collection_id": "01FFHJ4JCWGHV38SC1NJ8TVNFY",
  "invocation_id": "08f0f7bd-0158-4ab8-845c-f94eafa3859c",
  "invocation_status": "STARTED",
  "transaction_id": "01FFHJ2ZVS4P7N4AV5W0993QMD"
}
Parameters
1
ParameterTypeDescription
x-api-key required string header Environment API Key.
Request bodyapplication/json
6 fields
FieldTypeDescription
vendor_namerequiredstringVendor name. If not specified default vendor will be used.ernst
transaction_idrequiredstringTransaction ID used for invocation.
request_collection_idrequiredstringRequest Collection ID.
response_collection_idstringResponse Collection ID. The response will be saved into this collection if response_collection_id is provided. If not provided, a new collection will be created for response.
callback_urlstring (uri)Callback URL.
request_dataobjectRequest Data. If request_collection_id is not provided and request_data is provided, request data will be saved into a new collection and that collection will be used for invocation.
addressesrequiredobject[]
@typerequiredstring
@idrequiredstring
has_county_namerequiredobject
has_valuerequiredstring
has_state_coderequiredobject
has_valuerequiredstring
has_city_namerequiredobject
has_valuerequiredstring
has_postal_codeobject
has_valuerequiredstring
has_address_line_1_textobject
has_valuerequiredstring
propertiesrequiredobject[]
@typerequiredstring
@idrequiredstring
with_valuerequiredstring[]
with_addressrequiredstring[]
property_valuationsrequiredobject[]
@typerequiredstring
@idrequiredstring
has_property_valuation_amountrequiredobject
has_valuerequirednumber
Response 201application/json
7 fields

Successfully started flow invocation.

FieldTypeDescription
invocation_idstringInvocation ID.
invocation_statusstringThe status of the invocation.STARTED
transaction_idstringTransaction ID.
product_flow_namestringProduct flow name.ErnstPropertyTaxes
metadataobjectThe metadata of the invoked product flow.
callback_urlstringCallback URL.
request_dataobjectThe data for the request collection.
Response 400application/json
1 fields

Request data failed validation

FieldTypeDescription
messagestringMessage
Response 403application/json
2 fields

403 invalid error

FieldTypeDescription
messagestringError message.
urlstringError additional URL.
Response 404application/json
1 fields

Resource not found

FieldTypeDescription
messagestringMessage
Response 500application/json
1 fields

Internal server error

FieldTypeDescription
messagestringError message.
GET /products/property-taxes/invocations/{invocation_id}

Retrieve Invocation Status

RetrieveProductFlowInvocationStatus

Retrieve status of a Product Flow Invocation

Retrieves the status of running Product flow invocation.

Response
application/json

Successfully returned status of the Product flow Invocation.

{
  "request_collection_id": "01FFHJ4JCWGHV38SC1NJ8TVNFY",
  "response_collection_id": "01FFHKS6W9J0JDTGTQJB9Y2RWB",
  "metadata": {},
  "invocation_id": "08f0f7bd-0158-4ab8-845c-f94eafa3859c",
  "invocation_status": "RUNNING",
  "transaction_id": "01FFHJ2ZVS4P7N4AV5W0993QMD",
  "product_flow_name": "ErnstPropertyTaxes",
  "request_collection": {
    "metadata": {
      "created_at": "2021-09-14T03:08:00.284090-04:00",
      "validation": false
    },
    "transaction_id": "01FFHJ2ZVS4P7N4AV5W0993QMD",
    "collection_id": "01FFHJ4JCWGHV38SC1NJ8TVNFY",
    "data": {
      "addresses": [
        {
          "@id": "01FMM41S2R86Q33TC28H9RC197",
          "@type": "residential_address",
          "has_county_name": {
            "has_value": "Kent"
          },
          "has_state_code": {
            "has_value": "TX"
          },
          "has_city_name": {
            "has_value": "Houston"
          },
          "has_postal_code": {
            "has_value": "77069"
          },
          "has_address_line_1_text": {
            "has_value": "5118 Westerham Pl"
          }
        }
      ],
      "properties": [
        {
          "@id": "01FMM41S2RE99T8XGQJC2MTE8E",
          "@type": "property",
          "with_value": [
            "01FMM41S2RM5X2RWJJG2NFH91Z"
          ],
          "with_address": [
            "01FMM41S2R86Q33TC28H9RC197"
          ]
        }
      ],
      "property_valuations": [
        {
          "@id": "01FMM41S2RM5X2RWJJG2NFH91Z",
          "@type": "property_valuation",
          "has_property_valuation_amount": {
            "has_value": 374900
          }
        }
      ]
    }
  },
  "response_collection": {
    "metadata": {
      "created_at": "2021-09-14T03:36:45.193268-04:00",
      "validation": false
    },
    "transaction_id": "01FFHJ2ZVS4P7N4AV5W0993QMD",
    "collection_id": "01FFHKS6W9J0JDTGTQJB9Y2RWB",
    "data": {
      "taxes": [
        {
          "@id": "TX1010000",
          "@type": "property_tax",
          "with_payment": [
            "01FN8GGQ44MPFQPRKX2QW3JZJ7"
          ],
          "has_tax_authority_name": {
            "has_value": "HARRIS COUNTY"
          },
          "has_tax_authority_account_identifier": {
            "has_value": "TX1010000"
          },
          "has_tax_description": {
            "has_value": "Tax Bill Installment 1"
          }
        },
        {
          "@id": "TX1010339",
          "@type": "property_tax",
          "with_payment": [
            "01FN8GGQ44W42284VRXP5G53RE"
          ],
          "has_tax_authority_name": {
            "has_value": "HEATHERLOCH MUD (ASMT OF SW)"
          },
          "has_tax_authority_account_identifier": {
            "has_value": "TX1010339"
          },
          "has_tax_description": {
            "has_value": "Tax Bill Installment 1"
          }
        }
      ],
      "payments": [
        {
          "@id": "01FN8GGQ44MPFQPRKX2QW3JZJ7",
          "@type": "tax_payment",
          "has_next_payment_due_date": {
            "has_value": "2022-01-31"
          },
          "has_payment_amount": {
            "has_value": "3880.99"
          }
        },
        {
          "@id": "01FN8GGQ44W42284VRXP5G53RE",
          "@type": "tax_payment",
          "has_next_payment_due_date": {
            "has_value": "2021-01-31"
          },
          "has_payment_amount": {
            "has_value": "1063.92"
          }
        }
      ]
    }
  }
}
Parameters
2
ParameterTypeExampleDescription
x-api-key required string header Environment API Key.
invocation_id required string (ulid) path 01F0KHKADN0HRFXMCQQXPA6AFZ Product flow invocation identifier
Response 200application/json
9 fields

Successfully returned status of the Product flow Invocation.

FieldTypeDescription
invocation_statusrequiredstringInvocation Status.ACTION_REQUIREDCOMPLETEDFAILEDRUNNINGSTARTED
transaction_idrequiredstringTransaction ID used for invocation.
request_collection_idstringRequest Collection ID.
request_collectionobjectCollection.
transaction_idstring (ulid)Transaction ID.Example 01EZQ32PJQGKRA6HR8D72Q9FFF
collection_idstring (ulid)Collection ID.Example 01EZQ32PJQGKRA6HR8D72Q9FFF
dataobjectData in Staircase language schema.
metadataobjectMetadata about collection, f.e version of used Staircase schema.
response_collection_idstringResponse Collection ID.
response_collectionobjectCollection.
transaction_idstring (ulid)Transaction ID.Example 01EZQ32PJQGKRA6HR8D72Q9FFF
collection_idstring (ulid)Collection ID.Example 01EZQ32PJQGKRA6HR8D72Q9FFF
dataobject
taxesobject[]
@typestring
@idstring
with_paymentstring[]
has_tax_authority_nameobject
has_tax_authority_account_identifierobject
has_tax_descriptionobject
paymentsobject[]
@typestring
@idstring
has_next_payment_due_dateobject
has_payment_amountobject
metadataobjectMetadata about collection, f.e version of used Staircase schema.
callback_urlstringURL that was specified in flow invocation and will be used to send the callback when flow invocation will be finished.
widget_urlstring (uri)URL of the widget.
metadataobjectResponse Collection ID.
Response 400application/json
1 fields

Request data failed validation

FieldTypeDescription
messagestringMessage
Response 403application/json
2 fields

403 invalid error

FieldTypeDescription
messagestringError message.
urlstringError additional URL.
Response 404application/json
1 fields

Resource not found

FieldTypeDescription
messagestringMessage
Response 500application/json
1 fields

Internal server error

FieldTypeDescription
messagestringError message.
GET /products/property-taxes/request-schema

Retrieve Request Schema

retrieveRequestSchema

Retrieve Request Schema retrieves a JSON schema for the request collection that you can provide to the invocation.

If you'd like to retrieve some examples for the request collection, use return_examples=True query parameter.

Response
application/json

Request schema (possibly with examples) is successfully returned.

{
  "schema": {
    "type": "object",
    "properties": {
      "addresses": {
        "type": "array",
        "items": {
          "type": "object",
          "required": [
            "@type",
            "@id",
            "has_county_name",
            "has_state_code",
            "has_city_name"
          ],
          "properties": {
            "@type": {
              "type": "string"
            },
            "@id": {
              "type": "string"
            },
            "has_county_name": {
              "type": "object",
              "required": [
                "has_value"
              ],
              "properties": {
                "has_value": {
                  "type": "string"
                }
              }
            },
            "has_state_code": {
              "type": "object",
              "required": [
                "has_value"
              ],
              "properties": {
                "has_value": {
                  "type": "string"
                }
              }
            },
            "has_city_name": {
              "type": "object",
              "required": [
                "has_value"
              ],
              "properties": {
                "has_value": {
                  "type": "string"
                }
              }
            },
            "has_postal_code": {
              "type": "object",
              "required": [
                "has_value"
              ],
              "properties": {
                "has_value": {
                  "type": "string"
                }
              }
            },
            "has_address_line_1_text": {
              "type": "object",
              "required": [
                "has_value"
              ],
              "properties": {
                "has_value": {
                  "type": "string"
                }
              }
            }
          }
        }
      },
      "properties": {
        "type": "array",
        "items": {
          "type": "object",
          "required": [
            "@type",
            "@id",
            "with_value",
            "with_address"
          ],
          "properties": {
            "@type": {
              "type": "string"
            },
            "@id": {
              "type": "string"
            },
            "with_value": {
              "type": "array",
              "items": {
                "type": "string"
              }
            },
            "with_address": {
              "type": "array",
              "items": {
                "type": "string"
              }
            }
          }
        }
      },
      "property_valuations": {
        "type": "array",
        "items": {
          "type": "object",
          "required": [
            "@type",
            "@id",
            "has_property_valuation_amount"
          ],
          "properties": {
            "@type": {
              "type": "string"
            },
            "@id": {
              "type": "string"
            },
            "has_property_valuation_amount": {
              "type": "object",
              "required": [
                "has_value"
              ],
              "properties": {
                "has_value": {
                  "type": "number"
                }
              }
            }
          }
        }
      }
    },
    "required": [
      "addresses",
      "properties",
      "property_valuations"
    ],
    "description": "Request Data. If request_collection_id is not provided and request_data is provided, request data will be saved into a new collection and that collection will be used for invocation."
  }
}
Parameters
2
ParameterTypeDescription
x-api-key required string header Environment API Key.
return_examples boolean query If included and set to `true`, returns one or more pre-filled examples that conform to the schema. Default to `false`
Response 200application/json
2 fields

Request schema (possibly with examples) is successfully returned.

FieldTypeDescription
schemarequiredobjectSchema for the Request Collection
examplesobjectEach item in the dictionary corresponds to the name of the example and dictionary content is the sample response.
Response 400application/json
1 fields

Error

FieldTypeDescription
messagestringMessage
Response 403application/json
2 fields

403 invalid error

FieldTypeDescription
messagestringError message.
urlstringError additional URL.
Response 404application/json
1 fields

Resource not found

FieldTypeDescription
messagestringError Message.
Response 500application/json
1 fields

Internal server error

FieldTypeDescription
messagestringError message.
GET /products/property-taxes/response-schema

Retrieve Response Schema

retrieveResponseSchema

Retrieve Response Schema returns the JSON schema for the response collection, created by an invocation.

If you would like to retrieve examples along with the schema, you can provide return_examples=True query parameter.

Response
application/json

Response schema (possibly with examples) is successfully returned.

{
  "schema": {
    "type": "object",
    "properties": {
      "taxes": {
        "type": "array",
        "items": {
          "type": "object",
          "properties": {
            "@type": {
              "type": "string"
            },
            "@id": {
              "type": "string"
            },
            "with_payment": {
              "type": "array",
              "items": {
                "type": "string"
              }
            },
            "has_tax_authority_name": {
              "type": "object",
              "properties": {
                "has_value": {
                  "type": "string"
                }
              }
            },
            "has_tax_authority_account_identifier": {
              "type": "object",
              "properties": {
                "has_value": {
                  "type": "string"
                }
              }
            },
            "has_tax_description": {
              "type": "object",
              "properties": {
                "has_value": {
                  "type": "string"
                }
              }
            }
          }
        }
      },
      "payments": {
        "type": "array",
        "items": {
          "type": "object",
          "properties": {
            "@type": {
              "type": "string"
            },
            "@id": {
              "type": "string"
            },
            "has_next_payment_due_date": {
              "type": "object",
              "properties": {
                "has_value": {
                  "type": "string"
                }
              }
            },
            "has_payment_amount": {
              "type": "object",
              "properties": {
                "has_value": {
                  "type": "string"
                }
              }
            }
          }
        }
      }
    }
  }
}
Parameters
2
ParameterTypeDescription
x-api-key required string header Environment API Key.
return_examples boolean query If included and set to `true`, returns one or more pre-filled examples that conform to the schema. Default to `false`
Response 200application/json
2 fields

Response schema (possibly with examples) is successfully returned.

FieldTypeDescription
schemarequiredobjectJSON-Schema as a single object
examplesobjectA key-value pair for the examples. Keys are the example names, while values correspond to the example values for the response collections you can retrieve.
Response 400application/json
1 fields

Error

FieldTypeDescription
messagestringMessage
Response 403application/json
2 fields

403 invalid error

FieldTypeDescription
messagestringError message.
urlstringError additional URL.
Response 404application/json
1 fields

Resource not found

FieldTypeDescription
messagestringError Message.
Response 500application/json
1 fields

Internal server error

FieldTypeDescription
messagestringError message.

Platform

POST /transactions

Create Transaction

createTransaction

Create Transaction creates a transaction in Staircase. Transactions in Staircase are containers for all the data related to an instance of a transaction type. They enable you to correlate the output of various products to a single transaction type, where the transaction type depends on your line of business.

Transactions are identified by a unique key called transaction_id. As you use different Staircase products to gather the data needed for a specific instance of your transaction type, and receive different sets of output from each product, use the same transaction_id to correlate all the outputs to the same transaction. A transaction_id, when used properly, gives you a holistic view of the data related to the transaction you’ve assembled.

To access all collections associated with a given transaction_id, try out /transactions/{transaction_id}/collections

Response
application/json

Transaction created successfully

{
  "transaction_id": "01F0KHK7DN3H5JZ4QJKMYAM6GB",
  "created_at": "03/04/2021, 1:04:05 PM EST"
}
Parameters
1
ParameterTypeDescription
x-api-key required string header Environment API Key.
Response 201application/json
2 fields

Transaction created successfully

FieldTypeDescription
transaction_idstring (ulid)Staircase Transaction IdentifierExample 01F0KHK7DN3H5JZ4QJKMYAM6GB
created_atstringStaircase time string.Example 03/03/2021, 8:24:04 AM EST
Response 403application/json
2 fields

403 invalid error

FieldTypeDescription
messagestringError message.
urlstringError additional URL.
Response 500application/json
1 fields

Internal server error

FieldTypeDescription
messagestringError message.
Other responses

400

POST /transactions/{transaction_id}/collections

Create Collection

createCollection

Create Collection creates a collection of data points required for product invocation. A collection contains a digital representation of the input or output data for the product and is identified by collection_id.

The Example below contains a sample collection that you can use to make the product invocation in /products/property-taxes/invocations

Request
application/json
{
  "data": {
    "addresses": [
      {
        "@id": "01FMM41S2R86Q33TC28H9RC197",
        "@type": "residential_address",
        "has_county_name": {
          "has_value": "Kent"
        },
        "has_state_code": {
          "has_value": "TX"
        },
        "has_city_name": {
          "has_value": "Houston"
        },
        "has_postal_code": {
          "has_value": "77069"
        },
        "has_address_line_1_text": {
          "has_value": "5118 Westerham Pl"
        }
      }
    ],
    "properties": [
      {
        "@id": "01FMM41S2RE99T8XGQJC2MTE8E",
        "@type": "property",
        "with_value": [
          "01FMM41S2RM5X2RWJJG2NFH91Z"
        ],
        "with_address": [
          "01FMM41S2R86Q33TC28H9RC197"
        ]
      }
    ],
    "property_valuations": [
      {
        "@id": "01FMM41S2RM5X2RWJJG2NFH91Z",
        "@type": "property_valuation",
        "has_property_valuation_amount": {
          "has_value": 374900
        }
      }
    ]
  }
}
Response
application/json

Collection created successfully

{
  "transaction_id": "01F0KHK7DN3H5JZ4QJKMYAM6GB",
  "collection_id": "01F6QF1QJF20DMSXH4SYXKB1SN",
  "metadata": {
    "created_at": "2021-09-14T03:08:00.284090-04:00",
    "validation": false
  },
  "data": {
    "addresses": [
      {
        "@id": "01FMM41S2R86Q33TC28H9RC197",
        "@type": "residential_address",
        "has_county_name": {
          "has_value": "Kent"
        },
        "has_state_code": {
          "has_value": "TX"
        },
        "has_city_name": {
          "has_value": "Houston"
        },
        "has_postal_code": {
          "has_value": "77069"
        },
        "has_address_line_1_text": {
          "has_value": "5118 Westerham Pl"
        }
      }
    ],
    "properties": [
      {
        "@id": "01FMM41S2RE99T8XGQJC2MTE8E",
        "@type": "property",
        "with_value": [
          "01FMM41S2RM5X2RWJJG2NFH91Z"
        ],
        "with_address": [
          "01FMM41S2R86Q33TC28H9RC197"
        ]
      }
    ],
    "property_valuations": [
      {
        "@id": "01FMM41S2RM5X2RWJJG2NFH91Z",
        "@type": "property_valuation",
        "has_property_valuation_amount": {
          "has_value": 374900
        }
      }
    ]
  }
}
Parameters
2
ParameterTypeExampleDescription
x-api-key required string header Environment API Key.
transaction_id required string (ulid) path 01F0KHK7DN3H5JZ4QJKMYAM6GB Staircase Transaction Identifier
Request bodyapplication/json
1 fields
FieldTypeDescription
dataobjectRequest Data. If request_collection_id is not provided and request_data is provided, request data will be saved into a new collection and that collection will be used for invocation.
addressesrequiredobject[]
@typerequiredstring
@idrequiredstring
has_county_namerequiredobject
has_valuerequiredstring
has_state_coderequiredobject
has_valuerequiredstring
has_city_namerequiredobject
has_valuerequiredstring
has_postal_codeobject
has_valuerequiredstring
has_address_line_1_textobject
has_valuerequiredstring
propertiesrequiredobject[]
@typerequiredstring
@idrequiredstring
with_valuerequiredstring[]
with_addressrequiredstring[]
property_valuationsrequiredobject[]
@typerequiredstring
@idrequiredstring
has_property_valuation_amountrequiredobject
has_valuerequirednumber
Response 201application/json
4 fields

Collection created successfully

FieldTypeDescription
transaction_idstring (ulid)Transaction ID.Example 01EZQ32PJQGKRA6HR8D72Q9FFF
collection_idstring (ulid)Collection ID.Example 01EZQ32PJQGKRA6HR8D72Q9FFF
dataobjectData in Staircase language schema.
metadataobjectMetadata about collection, f.e version of used Staircase schema.
Response 400application/json
1 fields

Error

FieldTypeDescription
messageone ofEither message object with more properties.
Response 403application/json
2 fields

403 invalid error

FieldTypeDescription
messagestringError message.
urlstringError additional URL.
Response 404application/json
1 fields

Resource not found

FieldTypeDescription
messagestringMessage
Response 500application/json
1 fields

Internal server error

FieldTypeDescription
messagestringError message.
Other responses

405

GET /transactions/{transaction_id}/collections/{collection_id}

Retrieve Collection

retrieveCollection

Retrieve Collection returns the content of a given collection_id associated with a transaction_id.

Response
application/json

403 invalid error

{
  "message": "Please check the key you used to call this service",
  "url": "https://staircase.stoplight.io/docs/api-reference/customer-account-manager-service.yml/paths/~1products~1refresh/post"
}
Parameters
3
ParameterTypeExampleDescription
x-api-key required string header Environment API Key.
transaction_id required string (ulid) path 01F0KHK7DN3H5JZ4QJKMYAM6GB Staircase Transaction Identifier
collection_id required string (ulid) path 01F0KHKADN0HRFXMCQQXPA6AFZ Staircase collection_id
Response 200application/json
4 fields

Successfully Retrieved Collection

FieldTypeDescription
transaction_idrequiredstring
collection_idrequiredstring
metadatarequiredobject
created_atrequiredstring
validationrequiredboolean
datarequiredobject
Response 403application/json
2 fields

403 invalid error

FieldTypeDescription
messagestringError message.
urlstringError additional URL.
Response 404application/json
1 fields

Resource not found

FieldTypeDescription
messagestringMessage
Response 500application/json
1 fields

Internal server error

FieldTypeDescription
messagestringError message.
Other responses

400

GET /transactions/{transaction_id}/collections

Retrieve Transaction Collections

RetrieveTransactionCollections

Retrieve Transaction Collections returns the content of a given collection_id associated with a specific transaction_id.

Response
application/json

Transaction collection retrieved successfully

{
  "metadata": {
    "created_at": "2021-09-14T03:08:00.284090-04:00",
    "validation": false
  },
  "transaction_id": "01FFHJ2ZVS4P7N4AV5W0993QMD",
  "collection_id": "01FFHJ4JCWGHV38SC1NJ8TVNFY",
  "data": {}
}
Parameters
2
ParameterTypeExampleDescription
x-api-key required string header Environment API Key.
transaction_id required string (ulid) path 01F0KHK7DN3H5JZ4QJKMYAM6GB Staircase Transaction Identifier
Response 200application/json
4 fields

Transaction collection retrieved successfully

FieldTypeDescription
transaction_idstring (ulid)Transaction ID.Example 01EZQ32PJQGKRA6HR8D72Q9FFF
collection_idstring (ulid)Collection ID.Example 01EZQ32PJQGKRA6HR8D72Q9FFF
dataobjectData in Staircase language schema.
metadataobjectMetadata about collection, f.e version of used Staircase schema.
Response 400application/json
1 fields

Error

FieldTypeDescription
messageone ofEither message object with more properties.
Response 403application/json
2 fields

403 invalid error

FieldTypeDescription
messagestringError message.
urlstringError additional URL.
Response 404application/json
1 fields

Resource not found

FieldTypeDescription
messagestringMessage
Response 500application/json
1 fields

Internal server error

FieldTypeDescription
messagestringError message.
PUT /transactions/{transaction_id}/collections/{collection_id}

Update Collection

updateCollection

Update Collection allows you to update the content of a given collection_id associated with a transaction_id.

Request
application/json
{
  "data": {
    "addresses": [
      {
        "@id": "01FMM41S2R86Q33TC28H9RC197",
        "@type": "residential_address",
        "has_county_name": {
          "has_value": "Kent"
        },
        "has_state_code": {
          "has_value": "TX"
        },
        "has_city_name": {
          "has_value": "Houston"
        },
        "has_postal_code": {
          "has_value": "77069"
        },
        "has_address_line_1_text": {
          "has_value": "5118 Westerham Pl"
        }
      }
    ],
    "properties": [
      {
        "@id": "01FMM41S2RE99T8XGQJC2MTE8E",
        "@type": "property",
        "with_value": [
          "01FMM41S2RM5X2RWJJG2NFH91Z"
        ],
        "with_address": [
          "01FMM41S2R86Q33TC28H9RC197"
        ]
      }
    ],
    "property_valuations": [
      {
        "@id": "01FMM41S2RM5X2RWJJG2NFH91Z",
        "@type": "property_valuation",
        "has_property_valuation_amount": {
          "has_value": 374900
        }
      }
    ]
  }
}
Response
application/json

Collection updated successfully

{
  "transaction_id": "01F0KHK7DN3H5JZ4QJKMYAM6GB",
  "collection_id": "01F6QF1QJF20DMSXH4SYXKB1SN",
  "metadata": {
    "created_at": "2021-09-14T03:08:00.284090-04:00",
    "validation": false
  },
  "data": {
    "addresses": [
      {
        "@id": "01FMM41S2R86Q33TC28H9RC197",
        "@type": "residential_address",
        "has_county_name": {
          "has_value": "Kent"
        },
        "has_state_code": {
          "has_value": "TX"
        },
        "has_city_name": {
          "has_value": "Houston"
        },
        "has_postal_code": {
          "has_value": "77069"
        },
        "has_address_line_1_text": {
          "has_value": "5118 Westerham Pl"
        }
      }
    ],
    "properties": [
      {
        "@id": "01FMM41S2RE99T8XGQJC2MTE8E",
        "@type": "property",
        "with_value": [
          "01FMM41S2RM5X2RWJJG2NFH91Z"
        ],
        "with_address": [
          "01FMM41S2R86Q33TC28H9RC197"
        ]
      }
    ],
    "property_valuations": [
      {
        "@id": "01FMM41S2RM5X2RWJJG2NFH91Z",
        "@type": "property_valuation",
        "has_property_valuation_amount": {
          "has_value": 374900
        }
      }
    ]
  }
}
Parameters
3
ParameterTypeExampleDescription
x-api-key required string header Environment API Key.
transaction_id required string (ulid) path 01F0KHK7DN3H5JZ4QJKMYAM6GB Staircase Transaction Identifier
collection_id required string (ulid) path 01F0KHKADN0HRFXMCQQXPA6AFZ Staircase collection_id
Request bodyapplication/json
1 fields
FieldTypeDescription
dataobjectRequest Data. If request_collection_id is not provided and request_data is provided, request data will be saved into a new collection and that collection will be used for invocation.
addressesrequiredobject[]
@typerequiredstring
@idrequiredstring
has_county_namerequiredobject
has_valuerequiredstring
has_state_coderequiredobject
has_valuerequiredstring
has_city_namerequiredobject
has_valuerequiredstring
has_postal_codeobject
has_valuerequiredstring
has_address_line_1_textobject
has_valuerequiredstring
propertiesrequiredobject[]
@typerequiredstring
@idrequiredstring
with_valuerequiredstring[]
with_addressrequiredstring[]
property_valuationsrequiredobject[]
@typerequiredstring
@idrequiredstring
has_property_valuation_amountrequiredobject
has_valuerequirednumber
Response 200application/json
4 fields

Collection updated successfully

FieldTypeDescription
transaction_idstring (ulid)Transaction ID.Example 01EZQ32PJQGKRA6HR8D72Q9FFF
collection_idstring (ulid)Collection ID.Example 01EZQ32PJQGKRA6HR8D72Q9FFF
dataobjectData in Staircase language schema.
metadataobjectMetadata about collection, f.e version of used Staircase schema.
Response 400application/json
1 fields

Error

FieldTypeDescription
messageone ofEither message object with more properties.
Response 403application/json
2 fields

403 invalid error

FieldTypeDescription
messagestringError message.
urlstringError additional URL.
Response 404application/json
1 fields

Resource not found

FieldTypeDescription
messagestringMessage
Response 500application/json
1 fields

Internal server error

FieldTypeDescription
messagestringError message.
Other responses

405

Operations

POST /property-taxes

Create Property taxes

post-property-taxes

Request
application/json
{
  "transaction_id": "uhz6t54e-9d74-g17e-99ca-a36b30vdfd35",
  "collection_id": "hg62e49f-9d74-g17e-99ca-a36b30vdfd35",
  "partner_name": "PartnerName"
}
Response
application/json

Property taxes request created successfully.

{
  "collection_id": "e4502ed2-8df8-4b8f-84bd-a1097e999a77",
  "message": "When ready, data will be available under the following collection_id. Use this new collection_id to get the execution status."
}
Parameters
1
ParameterTypeExampleDescription
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Authorization key
Request bodyapplication/json
3 fields
FieldTypeDescription
transaction_idrequiredstringTransaction ID
collection_idrequiredstringCollection ID
partner_namerequiredstring
Response 200application/json
2 fields

Property taxes request created successfully.

FieldTypeDescription
collection_idstringCollection ID
messagestringMessage
GET /property-taxes/elements

Retrieve Elements

get-property-taxes-elements

Retrieve Elements provides a list of the elements needed to invoke a partner product.

Parameters
1
ParameterTypeExampleDescription
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Authorization key
Response 200application/json
1 fields

Elements needed for request.

FieldTypeDescription
elementsobjectList of elements
POST /property-taxes/elements/complete

Validate Collection

post-property-taxes-collection-complete

Validate Collection validates that a collection contains all of the elements needed to invoke a partner product.

Parameters
1
ParameterTypeExampleDescription
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Authorization key
Request bodyapplication/json
1 fields
FieldTypeDescription
collectionrequiredobject
Response 400application/json
2 fields

Collection is invalid.

FieldTypeDescription
messagestringError message
errorsobjectList of elements that are missing
Other responses

200

GET /property-taxes/status/{transaction_id}/{collection_id}

Retrieve Status

get-property-taxes-status

Retrieve Status checks status of your request. Possible statuses:

  • REQUEST_MADE
  • REQUEST_ACCEPTED
  • WAITING_FOR_RESPONSE
  • COMPLETED
Response
application/json

Statuses include: * REQUEST_MADE<p> * REQUEST_ACCEPTED<p> * WAITING_FOR_RESPONSE<p> * COMPLETED

{
  "status": "COMPLETED"
}
Parameters
3
ParameterTypeExampleDescription
transaction_id required string path 9u8z7t65-cb71-4f20-8e40-7a829b52e91e Transaction ID
collection_id required string path e4502ed2-8df8-4b8f-84bd-a1097e999a77 Collection ID
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Authorization key
Response 200application/json
1 fields

Statuses include: * REQUEST_MADE<p> * REQUEST_ACCEPTED<p> * WAITING_FOR_RESPONSE<p> * COMPLETED

FieldTypeDescription
statusobjectCurrent execution status
Response 400application/json
1 fields

Status is unavailable

FieldTypeDescription
errorstringError message
POST /property-taxes/transactions

Create Transaction

post-property-taxes-transaction

Create Transaction creates a transaction in Staircase. A transaction in Staircase is an acknowledgement that you want to call a Staircase product. It's a container for everything associated with that product invocation, and is correlated with a collection related to the product (e.g. a document). You need to create a new transaction every time you want to connect with a Staircase product. Staircase then associates everything, from a data and API execution standpoint, to that transaction.

Response
application/json

Transaction successfully created.

{
  "transaction_id": "a34c40a6-3c02-44f9-a696-cd7388f506d3"
}
Parameters
1
ParameterTypeExampleDescription
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Authorization key
Response 200application/json
1 fields

Transaction successfully created.

FieldTypeDescription
transaction_idstringTransaction ID
POST /property-taxes/transactions/{transaction_id}/collections

Create Collection

post-property-taxes-collection

Create Collection creates a collection of elements . The elements within the collection are required.

Request
application/json
{
  "sets": {
    "set": [
      {
        "elements": {
          "element": [
            {
              "property_entry": {
                "property_entries": {
                  "datetime": "2020-08-25",
                  "description": "Description of property",
                  "event_type": "TestType"
                }
              },
              "property_class": {
                "property_clases": {
                  "type": "STATEMENT"
                },
                "name": "Test",
                "period_start_date": "2020-07-01",
                "period_end_date": "2020-07-31"
              },
              "content": {
                "foreign_object": "7e62ce76-d93d-4f31-92d3-45c2cb8255ea"
              }
            }
          ]
        }
      }
    ]
  }
}
Response
application/json

Collection successfully created.

{
  "collection_id": "hg62e49f-9d74-g17e-99ca-a36b30vdfd35",
  "data": {
    "sets": {
      "set": [
        {
          "elements": {
            "element": [
              {
                "property_entry": {
                  "property_entries": {
                    "datetime": "2020-08-25",
                    "description": "Description of property",
                    "event_type": "TestType"
                  }
                },
                "property_class": {
                  "property_clases": {
                    "type": "STATEMENT"
                  },
                  "name": "Test",
                  "period_start_date": "2020-07-01",
                  "period_end_date": "2020-07-31"
                },
                "content": {
                  "foreign_object": "7e62ce76-d93d-4f31-92d3-45c2cb8255ea"
                }
              }
            ]
          }
        }
      ]
    }
  },
  "metadata": {},
  "transaction_id": "6t5r4wq1-9d74-g17e-99ca-a36b30vdfd35"
}
Parameters
2
ParameterTypeExampleDescription
transaction_id required string path 3wet53r4-cb71-8u74-8e40-7a829b52e91e Transaction ID
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Authorization key
Request bodyapplication/json
2 fields
FieldTypeDescription
datarequiredobject
metadataobject
Response 200application/json
4 fields

Collection successfully created.

FieldTypeDescription
transaction_idobjectTransaction ID
collection_idobjectCollection ID
dataobjectData object
metadataobjectMetadata object
PUT /property-taxes/transactions/{transaction_id}/collections/{collection_id}

Update Collection

put-property-taxes-collection

Update Collection updates a collection of elements by new elements.

Request
application/json
{
  "sets": {
    "set": [
      {
        "properties": {
          "property": [
            {
              "propety_entry": {
                "propety_entries": {
                  "datetime": "2020-05-05",
                  "description": "Test Description",
                  "event_type": "TestType"
                }
              },
              "propety_class": {
                "propety_classes": {
                  "type": "TestType"
                },
                "name": "TestName",
                "period_start_date": "2019-01-01",
                "period_end_date": "2019-12-31"
              },
              "content": {
                "foreign_object": "7z6t5r4e-d93d-4f31-92d3-45c2cb8255ea"
              }
            }
          ]
        }
      }
    ]
  }
}
Response
application/json

Collection successfully updated

{
  "collection_id": "hg62e49f-9d74-g17e-99ca-a36b30vdfd35",
  "data": {
    "sets": {
      "set": [
        {
          "properties": {
            "property": [
              {
                "property_data": {
                  "property_class": {
                    "datetime": "2020-05-05",
                    "description": "Info",
                    "event_type": "TestEvent"
                  }
                },
                "document_classification": {
                  "document_classes": {
                    "type": "TestType"
                  },
                  "name": "TestName",
                  "period_start_date": "2019-01-01",
                  "period_end_date": "2019-12-31"
                },
                "content": {
                  "foreign_object": "7z6t5r4e-d93d-4f31-92d3-45c2cb8255ea"
                }
              }
            ]
          }
        }
      ]
    }
  },
  "metadata": {},
  "transaction_id": "6t5r4wq1-9d74-g17e-99ca-a36b30vdfd35"
}
Parameters
3
ParameterTypeExampleDescription
transaction_id required string path 3wet53r4-cb71-8u74-8e40-7a829b52e91e Transaction ID
collection_id required string path 9u8z7t65-cb71-8u74-8e40-7a829b52e91e Transaction ID
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx API Key
Request bodyapplication/json
2 fields
FieldTypeDescription
datarequiredobject
metadataobject
Response 200application/json
4 fields

Collection successfully updated

FieldTypeDescription
transaction_idobjectTransaction ID
collection_idobjectCollection ID
dataobjectData object
metadataobjectMetadata object
POST /tax

Create Tax

post-tax

Create Tax creates views of a borrower's tax returns, including IRS documents 4506T, W-2, 1040, 1065, 1098, 1099, 1120, and 5498.

Request
application/json
{
  "transaction_id": "uhz6t54e-9d74-g17e-99ca-a36b30vdfd35",
  "collection_id": "hg62e49f-9d74-g17e-99ca-a36b30vdfd35",
  "partner_name": "PartnerName"
}
Response
application/json

Tax report request created successfully.

{
  "collection_id": "e4502ed2-8df8-4b8f-84bd-a1097e999a77",
  "message": "When ready, data will be available under the following collection_id. Use this new collection_id to get the execution status."
}
Parameters
1
ParameterTypeExampleDescription
x-api-key required string header xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx Authorization key
Request bodyapplication/json
3 fields
FieldTypeDescription
transaction_idrequiredstringTransaction ID
collection_idrequiredstringCollection ID
partner_namerequiredstring
Response 200application/json
2 fields

Tax report request created successfully.

FieldTypeDescription
collection_idstringCollection ID
messagestringMessage

Errors

400403404405500

Type to search.