feat(DI-1787): update quickstart and api integration

content/data/insights/quickstart.mdx

@@ -9,7 +9,7 @@ visible_in_sidebar: true
 
 Here is a quick summary of steps to help you integrate with Setu’s Insights API. Before you start, there are some key terms that will be referred to periodically in the documentation—
 
-- **Reference Id**—Developers can define an identifier to manage and track one customer's data points. This identifier is used throughout the lifecycle to push data, generate insights and finally purge any data from the system.
+- **Reference Id**—Developers can define an identifier to manage and track one customer's data points. This `refId` groups together all data for a single analysis session and is used throughout the lifecycle to push data and generate insights.
 - **FI Data block**—FI Data blocks are the data received from the FIP (Financial information provider), via the AA. Currently, we support bank statement, equities, mutual_fund and etf datablocks. In addition, we support ePDF-based bank statements for Indian banks.
 - **Template**—A template is a pre-configured format that determines the structure of the generated report, including which insights to generate. You can pick and choose exactly what insights should be added to a template, based on your needs.  
 For example, if you only want to generate income and expense insights of a customer, the template can contain only those two insights.
@@ -41,40 +41,40 @@ Send the following details to [insights@setu.co](mailto:insights@setu.co) —
 | **Insights required**  |  A list of required Insights. Send an email to [insights@setu.co](mailto:insights@setu.co) for full list of insights.                                               |
 | **Output format**      | Format in which you need the output — currently we support `JSON`, and `XLSX`.                                                                                                                |
 
-#### Option 2: Use API to create/update template
+#### Option 2: Use API to create a template
 
-You can create (`POST /v2/template`) or update (`PUT /v2/template`) templates via API. See <a href="/data/insights/quickstart/api-integration">API Integration</a> for details.
+You can create templates via API using `POST /v3/template`. See <a href="/data/insights/quickstart/api-integration">API Integration</a> for details.
 
 Setu will respond with a `templateId`, which is required to generate insight reports.
 
 <hr className="primary" />
 
 ### Step 2—Ingest data
 
-Once you have the user’s financial data, you can push it to Setu Insights using:
+Once you have the user’s financial data, you can push it to Setu Insights. Use a single `refId` for each customer to group all their data for an analysis session. You can call the endpoint multiple times with the same `refId` to upload data for different accounts.
 
-- **AA-sourced JSON** – Use `/v2/fiData`
-- **Bank PDF statements** – Use `/v2/pdf-ingest` for PDF uploads
+- **AA-sourced JSON** – Use `POST /v3/fiData`. The request body can contain data for a single account or an array of accounts.
+- **Bank PDF statements** – Use `/v3/pdf-ingest` for PDF uploads
 
 Use a single `refId` per customer. See the <a href="/data/insights/quickstart/api-integration">API Integration</a> section for details.
 
 <hr className="primary" />
 
-### Step 3—Generate insights
-You can generate insights for each customer that is created in the previous step. To generate insights, pass the `templateId` and `refId` from the previous steps.
+### Step 3—Generate and retrieve insights
 
-Use the `templateId` and `refId` to generate insights with the `/v2/report` API.
+You can generate insights for each customer using the `refId` from the data ingestion step. This is a two-step process:
 
-- You’ll receive a `reportId` in response
-- Insights will be sent to your webhook URL
-- You can fetch reports later using this `reportId`
-- Refer <a href="/data/insights/quickstart/api-integration" target="_blank">API integration</a> to integrate with Insight generation APIs.
+First, you trigger an asynchronous job to generate insights by calling `POST /v3/insight` with a `refId` and a `templateId`. A successful request queues the job and returns a `reportId`.
+
+Then, you retrieve the results. The generated insights can be sent to your webhook URL, or you can poll the `GET /v3/insight?reportId={reportId}` endpoint to get the report.
+
+Refer <a href="/data/insights/quickstart/api-integration" target="_blank">API integration</a> to integrate with Insight generation APIs.
 
 <hr className="primary" />
 
 ### Step 4 — (Optional) Purge Customer Data
 
-You can delete a customer’s data from Setu using the `refId` via the `/v2/purge` API. This is useful for meeting data minimization and regulatory compliance requirements such as user data deletion requests under privacy laws.
+You can delete a customer’s data from Setu using the `refId` via the `/v3/purge` API. This is useful for meeting data minimization and regulatory compliance requirements such as user data deletion requests under privacy laws.
 
 When a purge is triggered: