Components of the BankingBridge API Package
This document describes all the Salesforce components that make up the BankingBridge API package. These components are deployed on installation of the package. The underlying code resides in this BankingBridge Git Repo.
Apex classes
BB_BankingBridgeAPI: Apex class that contains all business logic for HTTP callouts to both the BankingBridge subscription and lead status APIs.BB_BankingBridgeAPI_Test: Apex test class used for test coverage for code used inBB_BankingBridgeAPI.BB_BankingBridgeAPI_ConfigController: Apex class that contains all logic used within the BankingBridge API Configuration app. Allows updates of API Key and connection testing.BB_BankingBridgeAPI_ConfigCntrl_Test: Apex test class used for test coverage for code used inBB_BankingBridgeAPI_ConfigController.BB_BankingBridgeAPI_CONSTANTS: Apex class used to keep static variables used in the BankingBridge API. This includes endpoints and default string values used throughout the app.BB_BankingBridgeAPI_Mock: Apex mock class used to simulate HTTP responses used in unit tests.BB_BankingBridgeAPI_ResponseTypes: Class constructs of lead status, subscription, quote info, location, and settings used to serialize Lead data to JSON prior to sending to the BankingBridge API.BB_Lead_DataFactory: Apex test class used to quickly create leads containing certain attributes used in other test classes.BB_LeadSubscriptionController: Apex class that contains logic used in Lead Subscription Visualforce page. Uses lead standard controller and has custom validating save method and Apex messaging.BB_LeadSubscriptionController_Test: Apex test class used for test coverage for code used inBB_LeadSubcriptionController.BB_LeadTriggerHandler: Apex class with business logic that determines when leads are sent to the BankingBridge API. Invokes callouts sending Lead information toBB_BankingBridgeAPIwhen Leads are saved under certain conditions.BB_LeadTriggerHandler_Test: Apex test class used for test coverage for code used inBB_LeadTriggerHandler.BB_TriggerHandler: Apex class used to standardize all methods used within Apex Triggers.BB_TriggerHandler_Test: Apex test class used for test coverage for code used inBB_TriggerHandler.
Apex triggers
BB_LeadTrigger: Apex trigger instantiates BB_LeadTriggerHandler logic.
Apps
BankingBridge_API: App that contains a collection of all Salesforce components used.
Asset files
BankingBridgeLogo2: BankingBridge icon used in app.
Buttons and links
BankingBridgeSubscription: Button on a lead used to open and enter subscription information to BankingBridge API.
Custom fields
| Field Name | Type | Description |
|---|---|---|
BB_NMLS__c | Number | Loan Officer NMLS |
BB_LOID__c | Number | Loan amount or loan balance (in the case of a refinance) |
BB_ARM_Term__c | picklist [ 1, 2, 3, 5, 7, 10 ] | ARM term in years. Requires loan_type: ARM |
BB_Cash_Out__c | Number | Cash out amount. Requires loan_purpose: refinance |
BB_Credit_Score__c | Number | Estimated credit score of the borrower |
BB_Property_Value__c | Number | Appraised value of the property |
BB_Loan_Amount__c | Number | Loan amount or loan balance (in the case of a refinance) |
BB_Loan_Purpose__c | picklist [ purchase, refinance ] | Purpose of the loan |
BB_Loan_Term__c | Number | Term of the loan in months |
BB_Debt_to_Income__c | Number | Percent of monthly obligations in the monthly income |
BB_Loan_Type__c | picklist [ Conventional, VA, FHA, USDA, ARM ] | Loan type |
BB_Lock_Period__c | Number | Duration of rate lock period in days |
BB_Military_Eligible__c | Checkbox | VA eligibility |
BB_Property_Type__c | picklist [ single_family_home, townhome, condominium, multi_tenant_home ] | Type of property |
BB_Residency_Type__c | picklist [ primary_home, second_home, rental_home ] | Occupancy |
BB_Property_City__c | Text | City of the property |
BB_Property_State__c | Text | State of the property |
BB_Property_Zipcode__c | Text | Zip code of the property |
BB_Property_Street_Address__c | Text | Street address of the property |
BB_Last_API_Sync_Status__c | Text | Response status of last post to BankingBridge API |
BB_Subscription_Id__c | Text | Subscription ID retrieved from subscription post to BankingBridge API |
BB_Subscription_URL__c | Text | Dashboard URL retrieved from subscription post to BankingBridge API |
BB_Dashboard_Link__c | URL formula | Formula for creating a hyperlink to the BankingBridge dashboard URL |
Custom settings
BankingBridge_API_Settings__c: Object used to capture dynamic variables used within the app.
Fields
API_Key__c: Used to capture API Key for BankingBridge API.Brand_ID__c: Used to capture Brand ID for BankingBridge API.
Lightning pages
BankingBridge_API_Configuration: Used to display Visualforce content of the BankingBridge API configuration page.BankingBridge_API_UtilityBar: Utility bar used within the BankingBridge API app.
Remote sites
BankingBridgeAPI: Remote site setting to api.bankingbridge.com allowing HTTP POST and GET requests to this domain.
Tabs
BankingBridge API Configuration: This tab allows navigation to the Banking Bridge API configuration page.
Visualforce pages
BB_BankingBridgeAPI_Configuration: Visualforce page used behind that BankingBridge configuration lightning page to allow dynamic entry of BankingBridge API variables such as API Key.BB_LeadSubscription: Visualforce page containing code behind subscription data entry. Accessible using the BankingBridge Subscription button found on lead.
Updated 10 months ago