The Quote Start process allows you to create and retrieve Application Forms within your terminal.The Quote Start process is flow begins with a partner authenticating with Bold Penguin, creating an application form, and retrieving the application form from the appropriate process, either the consumer flow or the partner flow.
The Quote Start Process
Authentication service requests are authorized using an authentication token. Tokens are received when you send an OAuth2 client_credentials type grant request to the authentication endpoint for your terminal. You must include either a Basic Auth header or POST parameters within this grant request.
Upon successful authentication, you will receive an ephemeral access token in the response that you will provide in the authorization header for additional API requests. Tokens are valid for 12 hours. For more information, see Authentication.
Create an Application Form
Create a consumer application form within your Bold Penguin Enterprise Terminal. You can optionally supply question codes and answers to prepopulate the form. For more information, see Create Application Form.
Retrieve Application Form - Consumer Flow
Consumers can retrieve an existing application form to view in the Consumer Portal. To do this, the consumer is authenticated as a guest user and must supply both the reference ID of the application form, the last name, and the zip code supplied in the application form. For more information see Get Consumer Application Form.
Retrieve Application Form - Partner Flow
Application forms may also be viewed in the Partner Portal. Application forms are replicated as they move through the application flow. Because of this, deep links to application forms are point-in-time and may not reflect the current state of the application. For more information, see Get Latest Application Form.