Financial Review

Update Financial Flag

Update a financial flag.

Allows advisor to:

  • Update status (pending → discussed → added_to_bev/dismissed)
  • Add notes after discussing with client
  • Record resolution

Args: business_id: Business ID (for verification) flag_id: Flag ID update_data: Update fields

Returns: Updated financial flag

put/api/businesses/{business_id}/financial-review/flags/{flag_id}

Request

  • Base URL
    https://api.flagpost.ai (the document declares no server; this is the origin it was published from)
  • Auth
    HTTP bearer

Path parameters

business_idstring required
flag_idstring required

Request body

statusstring nullable
advisor_notesstring nullable
resolutionstring nullable

Response

Successful Response

idstring required
business_idstring required
advisory_idstring required
created_bystring nullable required
itemstring required
statement_typestring required
locationstring nullable required
amountnumber nullable required
fiscal_yearstring nullable required
concernstring required
severitystring required
categorystring nullable required
suggested_questionsstring[] required
source_document_idsstring[] required
statusstring required
advisor_notesstring nullable required
resolutionstring nullable required
priority_rankinteger nullable
created_atstring required
updated_atstring required
resolved_atstring nullable required
resolved_bystring nullable required

Changes

No recorded changes to this operation across all 1 revision of this API.