Evaluation Dossier

A dossier is a collection of documents to be gathered from a third party as part of an assessment.

Definition

In Aprovall, a Dossier represents an evaluation request for a third party. It contains the list of required documents (attestations, certificates, forms) and tracks their progress until complete validation.

Dossier vs Dossier Type

A dossier type (dossierTypeCode) is a predefined template of documents to collect. When you create a dossier with a type, the required documents are automatically configured.

Dossier Types

Dossier types are configured on your account and define a standard set of documents to collect. Examples:

  • Onboarding — Basic documents for registering a new supplier
  • Vigilance — Legal compliance (URSSAF, tax, insurance)
  • CSR — CSR and sustainable development documents
  • Cybersecurity — Security certifications and questionnaires
GET/api/v1/account/:accountId/dossierTypes

Lists all dossier types available on your account.

Create a Dossier

To create an evaluation dossier, the third party must already exist in your portfolio. You can specify a dossier type or manually define the required documents.

POST/api/v1/account/:accountId/thirdparties/:thirdpartyId/dossiers
curl -X POST https://edge.aprovall.com/api/v1/account/123/thirdparties/456/dossiers \
  -H "Authorization: Bearer VOTRE_JWT_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "thirdpartyCode": "FOURNISSEUR_001",
    "dossierReference": "EVAL-2025-001",
    "description": "Évaluation annuelle",
    "dossierTypeCode": "VIGILANCE",
    "thirdpartyEmail": ["contact@fournisseur.com"]
  }'

Creation Parameters

ParameterTypeDescription
thirdpartyCodestringThird party reference code (your system)
dossierReference *stringUnique dossier reference
dossierTypeCodestringDossier type code (preconfigures documents)
descriptionstringFree dossier description
purchasingCategorystringPurchasing category (free use)
expirationDateYYYY-MM-DDDossier expiration date
requiredDocumentsstring[]List of required document codes (if no dossierTypeCode)
thirdpartyEmailstring[]Third party emails (will receive requests)
usersInChargestring[]Emails of users responsible for the dossier

Document Statuses

Each document in a dossier has a status indicating its progress:

StatusDescription
MISSINGNot yet submitted by the third party
IN_PROGRESSCollection/processing and verification in progress
ACTION_REQUIREDAwaiting manual validation or rejection by client
VALIDPresent and valid (automatically or manually)
NOT_VALIDRejected by Aprovall verification or manual rejection
BELOW_EXPECTATIONRejected by client (without propagation)
Overall Dossier Status

The overall dossier status is automatically calculated based on the statuses of all its documents.

VALIDNOT_VALIDIN_PROGRESS

API Endpoints

GET/api/v1/account/:accountId/dossiers

Lists all dossiers on your account with pagination and filters.

GET/api/v1/account/:accountId/dossiers/:dossierId

Retrieves dossier details (documents, statuses, indicators).

PUT/api/v1/account/:accountId/dossiers/:dossierId

Updates dossier information (description, expiration date, etc.).

POST/api/v1/account/:accountId/dossiers/:dossierId/stop

Stops an active dossier.

POST/api/v1/account/:accountId/dossiers/:dossierId/activate

Reactivates a stopped dossier.

Next Steps