#Quickstart Guide

Here is a quick summary of steps to help you integrate with Setu’s Insights API. Before you start, there are some key terms that will be referred to periodically in the documentation—

• Reference Id—Developers can define an identifier to manage and track one customer's data points. This refId groups together all data for a single analysis session and is used throughout the lifecycle to push data and generate insights.
• FI Data block—FI Data blocks are the data received from the FIP (Financial information provider), via the AA. Currently, we support bank statement, equities, mutual_fund and etf datablocks. In addition, we support ePDF-based bank statements for Indian banks.
• Template—A template is a pre-configured format that determines the structure of the generated report, including which insights to generate. You can pick and choose exactly what insights should be added to a template, based on your needs.
  For example, if you only want to generate income and expense insights of a customer, the template can contain only those two insights.

#Step 1—Template creation

You need to send in the below information to insights@setu.co, for setting up your template.

Send the following details to insights@setu.co —

Setu will create a template for you and share a templateID, which can be used in the API calls.

#Step 2—Feed data

Once you have the user’s financial data, you can push it to Setu Insights. Use a single refId for each customer to group all their data for an analysis session. You can call the endpoint multiple times with the same refId to upload data for different accounts.

• AA-sourced JSON – Use POST /v3/fiData. The request body can contain data for a single account or an array of accounts.
• Bank PDF statements – Use /v3/pdf-ingest for PDF uploads

Use a single refId per customer. See the API Integration section for details.

#Step 3—Generate insights

You can generate insights for each customer using the refId from the data ingestion step. This is a two-step process:

An insight report is idenitified by a reportId and will be sent to you asynchronously on the notification URL you provide. You can also fetch a generated insight with the reportId at any point. Refer API integration to integrate with Insight generation APIs.

#Test on Postman or integrate APIs

If you are getting started with the integration, we recommend that you familiarise yourself with setting up Postman and configuring credentials. If you have already completed this step, you can integrate with the Setu Insights APIs directly.