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 in BB_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 in BB_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 in BB_LeadSubcriptionController.
BB_LeadTriggerHandler: Apex class with business logic that determines when leads are sent to the BankingBridge API. Invokes callouts sending Lead information to BB_BankingBridgeAPI when Leads are saved under certain conditions.
BB_LeadTriggerHandler_Test: Apex test class used for test coverage for code used in BB_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 in BB_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 ][ single_family_home, townhome, condominium, multi_tenant_home ]	Type of property
`BB_Residency_Type__c`	picklist [ primary_home, second_home, rental_home ][ 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.