GetLoanQuoteDocumentsQuery

Overview

The GetLoanQuoteDocumentsQuery retrieves a list of all documents associated with a loan application. This query is optimized for performance by returning only document metadata without the actual file content, making it ideal for displaying document lists in the UI.

Handler File: CB.Administration.Api/Commands/BPM/SelfService/DocumentManagementCommand.cs

Use Cases

Display list of uploaded documents in loan application UI
Show document checklist with completion status
Audit trail of all documents submitted
Quick overview of available documentation
Document management dashboard

Performance Optimization

🚀 Fast Query: This query excludes the documentData field, making responses 500x smaller and faster than including full document content.

Example:

50 documents with data: ~25MB response, 5-10 seconds
50 documents without data: ~50KB response, 100-200ms ⚡

Request Parameters

Required Parameters

Parameter	Type	Description
`loanQuoteId`	long	The ID of the loan quote to retrieve documents for

Request Example

{
  "cmd": "GetLoanQuoteDocumentsQuery",
  "data": {
    "loanQuoteId": 110
  }
}

Response Format

Success Response

{
  "statusCode": "00",
  "statusMessage": "SUCCESS",
  "data": [
    {
      "documentId": "a1b2c3d4-e5f6-7890-abcd-ef1234567890",
      "documentName": "National ID Card.pdf",
      "documentType": 1,
      "documentTypeName": "NATIONAL_ID",
      "description": "Customer national ID card - front and back",
      "documentNumber": "ABC123456",
      "documentExpiry": "2030-12-31T00:00:00Z",
      "documentIssueDate": "2020-01-15T00:00:00Z",
      "documentIssuer": "National Identity Management Commission",
      "createdDate": "2026-01-10T14:30:00Z",
      "createdBy": {
        "userId": 25,
        "firstName": "John",
        "lastName": "Doe",
        "email": "john.doe@bank.com"
      }
    },
    {
      "documentId": "b2c3d4e5-f6g7-8901-bcde-f12345678901",
      "documentName": "Bank Statement - December 2025.pdf",
      "documentType": 5,
      "documentTypeName": "BANK_STATEMENT",
      "description": "Last 3 months bank statement",
      "documentNumber": null,
      "documentExpiry": null,
      "documentIssueDate": "2026-01-05T00:00:00Z",
      "documentIssuer": "Customer Bank",
      "createdDate": "2026-01-11T09:15:00Z",
      "createdBy": {
        "userId": 25,
        "firstName": "John",
        "lastName": "Doe",
        "email": "john.doe@bank.com"
      }
    }
  ]
}

Empty Result Response

{
  "statusCode": "00",
  "statusMessage": "SUCCESS",
  "data": []
}

Error Response

{
  "statusCode": "01",
  "statusMessage": "Loan quote with ID 999 not found",
  "data": null
}

Response Fields

Field	Type	Description
`documentId`	string (GUID)	Unique identifier for the document
`documentName`	string	File name
`documentType`	int	Document type enum value
`documentTypeName`	string	Human-readable type name
`description`	string	Document description
`documentNumber`	string	Official document number
`documentExpiry`	DateTime	Expiration date (if applicable)
`documentIssueDate`	DateTime	Issue date
`documentIssuer`	string	Issuing organization
`createdDate`	DateTime	Upload timestamp
`createdBy`	object	User who uploaded the document

⚠️ Note: The documentData field is NOT included in this response for performance reasons.

JavaScript Usage Example

// Fetch and display document list
const loadDocumentList = async (loanQuoteId) => {
  try {
    const result = await api.query({
      cmd: "GetLoanQuoteDocumentsQuery",
      data: JSON.stringify({ loanQuoteId })
    });
    
    if (result.statusCode === "00") {
      const documents = result.data;
      console.log(`Found ${documents.length} documents`);
      
      // Display in UI
      displayDocuments(documents);
      
      return documents;
    } else {
      console.error("Error:", result.statusMessage);
      return [];
    }
  } catch (error) {
    console.error("Failed to load documents:", error);
    return [];
  }
};

// Display documents in table
const displayDocuments = (documents) => {
  const tbody = document.querySelector('#documentTable tbody');
  tbody.innerHTML = '';
  
  documents.forEach(doc => {
    const row = tbody.insertRow();
    
    row.innerHTML = `
      <td>${doc.documentName}</td>
      <td>${doc.documentTypeName}</td>
      <td>${doc.documentNumber || 'N/A'}</td>
      <td>${new Date(doc.createdDate).toLocaleDateString()}</td>
      <td>${doc.createdBy.firstName} ${doc.createdBy.lastName}</td>
      <td>
        <button onclick="downloadDocument('${doc.documentId}')">
          Download
        </button>
      </td>
    `;
  });
};

// Download specific document (use GetLoanQuoteDocumentByIdQuery)
const downloadDocument = async (documentId) => {
  // See get-loan-quote-document-by-id.md for download implementation
  console.log("Downloading document:", documentId);
};

Complete UI Component Example

class LoanDocumentViewer {
  constructor(loanQuoteId, containerId) {
    this.loanQuoteId = loanQuoteId;
    this.container = document.getElementById(containerId);
    this.documents = [];
  }
  
  async load() {
    const result = await api.query({
      cmd: "GetLoanQuoteDocumentsQuery",
      data: JSON.stringify({ loanQuoteId: this.loanQuoteId })
    });
    
    if (result.statusCode === "00") {
      this.documents = result.data;
      this.render();
    }
  }
  
  render() {
    const html = `
      <div class="document-list">
        <h3>Loan Documents (${this.documents.length})</h3>
        <table class="table">
          <thead>
            <tr>
              <th>Document Name</th>
              <th>Type</th>
              <th>Upload Date</th>
              <th>Uploaded By</th>
              <th>Actions</th>
            </tr>
          </thead>
          <tbody>
            ${this.documents.map(doc => this.renderRow(doc)).join('')}
          </tbody>
        </table>
      </div>
    `;
    
    this.container.innerHTML = html;
  }
  
  renderRow(doc) {
    const uploadDate = new Date(doc.createdDate).toLocaleDateString();
    const uploadedBy = `${doc.createdBy.firstName} ${doc.createdBy.lastName}`;
    
    return `
      <tr>
        <td>
          <i class="file-icon"></i> ${doc.documentName}
        </td>
        <td>
          <span class="badge">${doc.documentTypeName}</span>
        </td>
        <td>${uploadDate}</td>
        <td>${uploadedBy}</td>
        <td>
          <button class="btn-download" 
                  onclick="viewer.download('${doc.documentId}')">
            Download
          </button>
        </td>
      </tr>
    `;
  }
  
  async download(documentId) {
    // Use GetLoanQuoteDocumentByIdQuery to download
    const result = await api.query({
      cmd: "GetLoanQuoteDocumentByIdQuery",
      data: JSON.stringify({
        loanQuoteId: this.loanQuoteId,
        documentId: documentId
      })
    });
    
    if (result.statusCode === "00") {
      const doc = result.data;
      const blob = this.base64ToBlob(doc.documentData);
      const url = URL.createObjectURL(blob);
      
      const a = document.createElement('a');
      a.href = url;
      a.download = doc.documentName;
      a.click();
      
      URL.revokeObjectURL(url);
    }
  }
  
  base64ToBlob(base64) {
    const byteCharacters = atob(base64);
    const byteNumbers = new Array(byteCharacters.length);
    
    for (let i = 0; i < byteCharacters.length; i++) {
      byteNumbers[i] = byteCharacters.charCodeAt(i);
    }
    
    const byteArray = new Uint8Array(byteNumbers);
    return new Blob([byteArray]);
  }
}

// Usage
const viewer = new LoanDocumentViewer(110, 'documentContainer');
viewer.load();

Document Type Reference

Value	Name	Common Use
1	NATIONAL_ID	Primary identification
2	INTERNATIONAL_PASSPORT	International ID
3	DRIVERS_LICENCE	Alternate ID
4	UTILITY_BILL	Address verification
5	BANK_STATEMENT	Financial verification
6	COMPANY_REGISTRATION	Business verification
7	TAX_CLEARANCE	Tax compliance

Error Codes

Status Code	Description
00	Success - documents retrieved
01	Loan quote not found
99	General error (see statusMessage)

CreateLoanQuoteDocumentCommand - Upload new document
GetLoanQuoteDocumentByIdQuery - Download specific document

Performance Tips

✅ DO: Use this query for displaying document lists
✅ DO: Cache the list and refresh only when needed
✅ DO: Use pagination if dealing with 100+ documents

❌ DON'T: Use this for downloading documents (use GetLoanQuoteDocumentByIdQuery)
❌ DON'T: Poll this endpoint repeatedly (use webhooks/SignalR for updates)

Database Query

-- Simplified version of what the handler executes
SELECT 
    d.DocumentId,
    d.DocumentName,
    d.DocumentType,
    d.Description,
    d.DocumentNumber,
    d.DocumentExpiry,
    d.DocumentIssueDate,
    d.DocumentIssuer,
    d.CreatedDate,
    -- DocumentData is NOT selected (performance!)
    u.Id AS UserId,
    ud.FirstName,
    ud.LastName,
    ud.Email
FROM [BPMSelfServiceDocument].[dbo].[SelfServiceDocumentAssociation] da
INNER JOIN [BPMSelfServiceDocument].[dbo].[SelfServiceDocument] d 
    ON da.SelfServiceDocumentId = d.Id
LEFT JOIN [Administration].[dbo].[SelfServiceUser] u 
    ON d.CreatedByUserId = u.Id
LEFT JOIN [Administration].[dbo].[UserDetail] ud 
    ON u.UserDetailId = ud.Id
WHERE da.AssociatedLoanId = @loanQuoteId
ORDER BY d.CreatedDate DESC

Testing Checklist

Retrieve documents for loan with 0 documents
Retrieve documents for loan with 1 document
Retrieve documents for loan with 10+ documents
Verify documentData field is NOT in response
Test with invalid loanQuoteId
Verify response time (less than 200ms for 50 docs)
Check creator information is included
Verify all metadata fields are populated

Overview​

Use Cases​

Performance Optimization​

Request Parameters​

Required Parameters​

Request Example​

Response Format​

Success Response​

Empty Result Response​

Error Response​

Response Fields​

JavaScript Usage Example​

Complete UI Component Example​

Document Type Reference​

Error Codes​

Related Commands​

Performance Tips​

Database Query​

Testing Checklist​