Origination Guide

The origination endpoints cover deal creation, quote management, and quote calculation flows.

Primary Workflow

1. Start with GET or POST /organisation/{orgId}/workspace/{workspaceId}/origination/deal.
2. Update or delete a deal with the deal/{dealId} operations when the record changes.
3. Create and manage quotes beneath a deal with the quote endpoints.
4. Run calculation endpoints for FBT, budget, finance, or vehicle scenarios against a quote.
5. Clone an existing quote when you need a new scenario from the same starting point.

Reference

• Origination OPENAPI reference

Covered Operations

• GET|POST /organisation/{orgId}/workspace/{workspaceId}/origination/deal
• PATCH|DELETE /organisation/{orgId}/workspace/{workspaceId}/origination/deal/{dealId}
• GET|POST /organisation/{orgId}/workspace/{workspaceId}/origination/deal/{dealId}/quote
• GET|PATCH|DELETE /organisation/{orgId}/workspace/{workspaceId}/origination/deal/{dealId}/quote/{quoteId}
• POST /organisation/{orgId}/workspace/{workspaceId}/origination/deal/{dealId}/quote/{quoteId}/calculate-fbt-income-tax
• POST /organisation/{orgId}/workspace/{workspaceId}/origination/deal/{dealId}/quote/{quoteId}/calculate-novated-budget
• POST /organisation/{orgId}/workspace/{workspaceId}/origination/deal/{dealId}/quote/{quoteId}/calculate-novated-finance
• POST /organisation/{orgId}/workspace/{workspaceId}/origination/deal/{dealId}/quote/{quoteId}/calculate-novated-vehicle
• POST /organisation/{orgId}/workspace/{workspaceId}/origination/deal/{dealId}/quote/{quoteId}/clone