{ "info": { "name": "CKYC Reports & Dashboard", "description": "Complete Postman collection for CKYC Dashboard, Customer Search, Export, File Ingestion & Master Data APIs.\n\nBase URL: https://localhost:8443/fineract-provider/api/v1/ckyc", "schema": "https://schema.getpostman.com/json/collection/v2.1.0/collection.json" }, "variable": [ { "key": "base_url", "value": "https://localhost:8443/fineract-provider/api/v1" }, { "key": "tenant_id", "value": "default" }, { "key": "username", "value": "mifos" }, { "key": "password", "value": "password" } ], "auth": { "type": "basic", "basic": [ { "key": "username", "value": "{{username}}" }, { "key": "password", "value": "{{password}}" } ] }, "item": [ { "name": "1. Dashboard", "item": [ { "name": "1.1 Summary KPIs", "request": { "method": "GET", "header": [ { "key": "Fineract-Platform-TenantId", "value": "{{tenant_id}}" } ], "url": { "raw": "{{base_url}}/ckyc/reports/summary", "host": ["{{base_url}}"], "path": ["ckyc", "reports", "summary"] } }, "event": [{ "listen": "test", "script": { "exec": [ "pm.test('Summary returns KPI fields', function () {", " var json = pm.response.json();", " pm.expect(json).to.have.property('totalCustomers');", " pm.expect(json).to.have.property('maleCount');", " pm.expect(json).to.have.property('femaleCount');", " pm.expect(json).to.have.property('missingPan');", " pm.expect(json).to.have.property('missingAadhaar');", " pm.expect(json).to.have.property('duplicateMobile');", "});" ], "type": "text/javascript" }}] }, { "name": "1.2 Summary KPIs (filtered by branch)", "request": { "method": "GET", "header": [ { "key": "Fineract-Platform-TenantId", "value": "{{tenant_id}}" } ], "url": { "raw": "{{base_url}}/ckyc/reports/summary?branchId=1", "host": ["{{base_url}}"], "path": ["ckyc", "reports", "summary"], "query": [{ "key": "branchId", "value": "1" }] } } }, { "name": "1.3 State Distribution (donut chart)", "request": { "method": "GET", "header": [ { "key": "Fineract-Platform-TenantId", "value": "{{tenant_id}}" } ], "url": { "raw": "{{base_url}}/ckyc/reports/state-distribution", "host": ["{{base_url}}"], "path": ["ckyc", "reports", "state-distribution"] } }, "event": [{ "listen": "test", "script": { "exec": [ "pm.test('Returns array of state counts', function () {", " var json = pm.response.json();", " pm.expect(json).to.be.an('array');", "});" ], "type": "text/javascript" }}] }, { "name": "1.4 Branch Distribution (top 10 bar chart)", "request": { "method": "GET", "header": [ { "key": "Fineract-Platform-TenantId", "value": "{{tenant_id}}" } ], "url": { "raw": "{{base_url}}/ckyc/reports/branch-distribution?limit=10", "host": ["{{base_url}}"], "path": ["ckyc", "reports", "branch-distribution"], "query": [{ "key": "limit", "value": "10" }] } }, "event": [{ "listen": "test", "script": { "exec": [ "pm.test('Returns array of branch counts', function () {", " var json = pm.response.json();", " pm.expect(json).to.be.an('array');", " if (json.length > 0) {", " pm.expect(json[0]).to.have.property('branchId');", " pm.expect(json[0]).to.have.property('branchName');", " pm.expect(json[0]).to.have.property('count');", " }", "});" ], "type": "text/javascript" }}] }, { "name": "1.5 Upload Trend (daily line chart)", "request": { "method": "GET", "header": [ { "key": "Fineract-Platform-TenantId", "value": "{{tenant_id}}" } ], "url": { "raw": "{{base_url}}/ckyc/reports/upload-trend?from=2026-04-01&to=2026-04-30", "host": ["{{base_url}}"], "path": ["ckyc", "reports", "upload-trend"], "query": [ { "key": "from", "value": "2026-04-01" }, { "key": "to", "value": "2026-04-30" } ] } }, "event": [{ "listen": "test", "script": { "exec": [ "pm.test('Returns array of daily counts', function () {", " var json = pm.response.json();", " pm.expect(json).to.be.an('array');", "});" ], "type": "text/javascript" }}] } ] }, { "name": "2. Customer Report", "item": [ { "name": "2.1 List Customers (paginated)", "request": { "method": "GET", "header": [ { "key": "Fineract-Platform-TenantId", "value": "{{tenant_id}}" } ], "url": { "raw": "{{base_url}}/ckyc/customers?page=0&pageSize=25&sort=fullName,asc", "host": ["{{base_url}}"], "path": ["ckyc", "customers"], "query": [ { "key": "page", "value": "0" }, { "key": "pageSize", "value": "25" }, { "key": "sort", "value": "fullName,asc" } ] } }, "event": [{ "listen": "test", "script": { "exec": [ "pm.test('Paginated response structure', function () {", " var json = pm.response.json();", " pm.expect(json).to.have.property('totalElements');", " pm.expect(json).to.have.property('totalPages');", " pm.expect(json).to.have.property('page');", " pm.expect(json).to.have.property('content');", " pm.expect(json.content).to.be.an('array');", "});" ], "type": "text/javascript" }}] }, { "name": "2.2 List Customers (filtered by name & branch)", "request": { "method": "GET", "header": [ { "key": "Fineract-Platform-TenantId", "value": "{{tenant_id}}" } ], "url": { "raw": "{{base_url}}/ckyc/customers?name=Ravi&branch=MUMBAI&page=0&pageSize=10", "host": ["{{base_url}}"], "path": ["ckyc", "customers"], "query": [ { "key": "name", "value": "Ravi" }, { "key": "branch", "value": "MUMBAI" }, { "key": "page", "value": "0" }, { "key": "pageSize", "value": "10" } ] } } }, { "name": "2.3 List Customers (filtered by date range)", "request": { "method": "GET", "header": [ { "key": "Fineract-Platform-TenantId", "value": "{{tenant_id}}" } ], "url": { "raw": "{{base_url}}/ckyc/customers?dateFrom=2026-01-01&dateTo=2026-04-30&page=0&pageSize=25", "host": ["{{base_url}}"], "path": ["ckyc", "customers"], "query": [ { "key": "dateFrom", "value": "2026-01-01" }, { "key": "dateTo", "value": "2026-04-30" }, { "key": "page", "value": "0" }, { "key": "pageSize", "value": "25" } ] } } } ] }, { "name": "3. Search", "item": [ { "name": "3.1 Search by Name", "request": { "method": "GET", "header": [ { "key": "Fineract-Platform-TenantId", "value": "{{tenant_id}}" } ], "url": { "raw": "{{base_url}}/ckyc/customers/search?type=name&q=Kumar", "host": ["{{base_url}}"], "path": ["ckyc", "customers", "search"], "query": [ { "key": "type", "value": "name" }, { "key": "q", "value": "Kumar" } ] } }, "event": [{ "listen": "test", "script": { "exec": [ "pm.test('Returns array capped to 50', function () {", " var json = pm.response.json();", " pm.expect(json).to.be.an('array');", " pm.expect(json.length).to.be.at.most(50);", "});" ], "type": "text/javascript" }}] }, { "name": "3.2 Search by Mobile", "request": { "method": "GET", "header": [ { "key": "Fineract-Platform-TenantId", "value": "{{tenant_id}}" } ], "url": { "raw": "{{base_url}}/ckyc/customers/search?type=mobile&q=98920", "host": ["{{base_url}}"], "path": ["ckyc", "customers", "search"], "query": [ { "key": "type", "value": "mobile" }, { "key": "q", "value": "98920" } ] } } }, { "name": "3.3 Search by PAN", "request": { "method": "GET", "header": [ { "key": "Fineract-Platform-TenantId", "value": "{{tenant_id}}" } ], "url": { "raw": "{{base_url}}/ckyc/customers/search?type=pan&q=AAQPS", "host": ["{{base_url}}"], "path": ["ckyc", "customers", "search"], "query": [ { "key": "type", "value": "pan" }, { "key": "q", "value": "AAQPS" } ] } } }, { "name": "3.4 Search by CIF", "request": { "method": "GET", "header": [ { "key": "Fineract-Platform-TenantId", "value": "{{tenant_id}}" } ], "url": { "raw": "{{base_url}}/ckyc/customers/search?type=cif&q=000000001", "host": ["{{base_url}}"], "path": ["ckyc", "customers", "search"], "query": [ { "key": "type", "value": "cif" }, { "key": "q", "value": "000000001" } ] } } }, { "name": "3.5 Get Customer Detail by CIF", "request": { "method": "GET", "header": [ { "key": "Fineract-Platform-TenantId", "value": "{{tenant_id}}" } ], "url": { "raw": "{{base_url}}/ckyc/customers/000000001", "host": ["{{base_url}}"], "path": ["ckyc", "customers", "000000001"] } }, "event": [{ "listen": "test", "script": { "exec": [ "pm.test('Customer detail has expected fields', function () {", " var json = pm.response.json();", " pm.expect(json).to.have.property('cif');", " pm.expect(json).to.have.property('fullName');", " pm.expect(json).to.have.property('addresses');", "});" ], "type": "text/javascript" }}] } ] }, { "name": "4. Export", "item": [ { "name": "4.1 Export as CSV", "request": { "method": "GET", "header": [ { "key": "Fineract-Platform-TenantId", "value": "{{tenant_id}}" } ], "url": { "raw": "{{base_url}}/ckyc/customers/export?format=csv", "host": ["{{base_url}}"], "path": ["ckyc", "customers", "export"], "query": [{ "key": "format", "value": "csv" }] } }, "event": [{ "listen": "test", "script": { "exec": [ "pm.test('Returns CSV content', function () {", " pm.expect(pm.response.headers.get('Content-Type')).to.include('csv');", "});" ], "type": "text/javascript" }}] }, { "name": "4.2 Export as TXT (pipe-delimited CKYC format)", "request": { "method": "GET", "header": [ { "key": "Fineract-Platform-TenantId", "value": "{{tenant_id}}" } ], "url": { "raw": "{{base_url}}/ckyc/customers/export?format=txt&branch=MUMBAI", "host": ["{{base_url}}"], "path": ["ckyc", "customers", "export"], "query": [ { "key": "format", "value": "txt" }, { "key": "branch", "value": "MUMBAI" } ] } } } ] }, { "name": "5. File Ingestion", "item": [ { "name": "5.1 Upload CKYC File", "request": { "method": "POST", "header": [ { "key": "Fineract-Platform-TenantId", "value": "{{tenant_id}}" } ], "body": { "mode": "formdata", "formdata": [ { "key": "file", "type": "file", "src": "" } ] }, "url": { "raw": "{{base_url}}/ckyc/files", "host": ["{{base_url}}"], "path": ["ckyc", "files"] } }, "event": [{ "listen": "test", "script": { "exec": [ "pm.test('Upload response has fileId', function () {", " var json = pm.response.json();", " pm.expect(json).to.have.property('fileId');", " pm.expect(json).to.have.property('totalRecords');", " pm.expect(json).to.have.property('customers');", " pm.expect(json).to.have.property('errors');", "});" ], "type": "text/javascript" }}] }, { "name": "5.2 List Historical Uploads", "request": { "method": "GET", "header": [ { "key": "Fineract-Platform-TenantId", "value": "{{tenant_id}}" } ], "url": { "raw": "{{base_url}}/ckyc/files", "host": ["{{base_url}}"], "path": ["ckyc", "files"] } } }, { "name": "5.3 Generate Outbound CKYC File", "request": { "method": "POST", "header": [ { "key": "Fineract-Platform-TenantId", "value": "{{tenant_id}}" }, { "key": "Content-Type", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"branchId\": 1,\n \"dateFrom\": \"2026-04-01\",\n \"dateTo\": \"2026-04-30\"\n}" }, "url": { "raw": "{{base_url}}/ckyc/files/generate", "host": ["{{base_url}}"], "path": ["ckyc", "files", "generate"] } } } ] }, { "name": "6. Master Data", "item": [ { "name": "6.1 List Branches", "request": { "method": "GET", "header": [ { "key": "Fineract-Platform-TenantId", "value": "{{tenant_id}}" } ], "url": { "raw": "{{base_url}}/ckyc/branches", "host": ["{{base_url}}"], "path": ["ckyc", "branches"] } }, "event": [{ "listen": "test", "script": { "exec": [ "pm.test('Branches returns array with branchId & branchName', function () {", " var json = pm.response.json();", " pm.expect(json).to.be.an('array');", " if (json.length > 0) {", " pm.expect(json[0]).to.have.property('branchId');", " pm.expect(json[0]).to.have.property('branchName');", " }", "});" ], "type": "text/javascript" }}] }, { "name": "6.2 List States", "request": { "method": "GET", "header": [ { "key": "Fineract-Platform-TenantId", "value": "{{tenant_id}}" } ], "url": { "raw": "{{base_url}}/ckyc/states", "host": ["{{base_url}}"], "path": ["ckyc", "states"] } }, "event": [{ "listen": "test", "script": { "exec": [ "pm.test('States returns all Indian states', function () {", " var json = pm.response.json();", " pm.expect(json).to.be.an('array');", " pm.expect(json.length).to.be.greaterThan(25);", " pm.expect(json[0]).to.have.property('code');", " pm.expect(json[0]).to.have.property('name');", "});" ], "type": "text/javascript" }}] }, { "name": "6.3 List ID Types", "request": { "method": "GET", "header": [ { "key": "Fineract-Platform-TenantId", "value": "{{tenant_id}}" } ], "url": { "raw": "{{base_url}}/ckyc/codes/id-types", "host": ["{{base_url}}"], "path": ["ckyc", "codes", "id-types"] } }, "event": [{ "listen": "test", "script": { "exec": [ "pm.test('ID types returns PAN, Aadhaar, Passport, Voter, DL', function () {", " var json = pm.response.json();", " pm.expect(json).to.be.an('array');", " var codes = json.map(function(t) { return t.code; });", " pm.expect(codes).to.include('C');", " pm.expect(codes).to.include('E');", "});" ], "type": "text/javascript" }}] } ] } ] }