Systems Finance internal service

BusinessIQ Credit Reports

Automates Experian BusinessIQ credit report retrieval from HubSpot requests, records each request in Postgres, and prepares the downloaded Classic report for the documents application.

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What This App Does

  • Accepts verified HubSpot card requests for a company registration number.
  • Runs the BusinessIQ Playwright process to find the correct company and retrieve the Classic credit report.
  • Handles the known paths: recent report available, older report requiring a new pull, or new company purchase flow when allowed.
  • Stores request, lender, HubSpot company/deal, chargeable lender, report date, and document upload metadata in Postgres.
  • Returns a not-available PDF path when BusinessIQ has no matching company data.

Primary API Flow

POST /api/hubspot/session

Issue a short-lived session token after the internal bearer token is verified.

POST /api/hubspot/credit-reports/start

Start a credit report request for a HubSpot company or deal.

GET /api/hubspot/credit-reports

Review tracked requests and document upload status.

GET /api/hubspot/credit-reports/counts

Return chargeable report counts by company, deal, or lender.

Recent Credit Report Requests

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Company No. Status Result Lender HubSpot Company Document Requested
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