Application statuses
| Status | Description |
|---|
DRAFT | Created but not yet submitted. Data can be added, updated, or deleted. |
SUBMITTED | Submitted for review. No modifications allowed. |
IN_REVIEW | Compliance review in progress (automated and manual checks). |
PENDING_CUSTOMER_INFORMATION | One or more RFIs issued. Partner must update data or documents and resubmit. |
APPROVED | Approved. Terminal state. |
DENIED | Denied. Terminal state. |
CANCELLED | Cancelled by the partner. Terminal state. Only reachable from DRAFT. |
Status transitions
See
Submit and track applications
for the submission and RFI workflow.
Mutable vs. immutable states
Partners can only modify application data (sections, documents) in these states:
DRAFTβInitial state after creation. Full read/write access.
PENDING_CUSTOMER_INFORMATIONβRFIs issued. Partners can update the
sections and documents referenced by the RFIs, then resubmit.
All other states are immutable. API calls that attempt to modify data return a
409 Conflict error.
Saving section data in mutable states may trigger conditional changes. See
Conditional logic for details.
Section statuses
Each section in an application has its own status that tracks data completeness:
| Status | Description |
|---|
not_started | No data saved for this section |
incomplete | Some data saved but required fields are missing |
complete | All required fields are populated and valid |
action_required | An RFI targets a field in this section; update needed |
Terminal states (APPROVED, DENIED, CANCELLED) are final. Applications
cannot transition out of these states.