Endpoint Parameters
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Request parameters
Name Type Origin Description AccountKey AccountKey Route Assets Number Body Retail client's assets held BenchmarkDebtFactor Number Body The maximum value of the debtfactor for a given risk rating, so if your the factor is higher then the benchmark then lossability is set to low and then risk level becomes low as well BenchmarkIncomeAfterExpenses Number Body Retail client's benchmark income of a retail household after taxes and fixed costs has been deducted ClientKey ClientKey Route DebtFactor Number Body Retail client's ratio of debt of a retail household compared to the assets owned by the household Equity Number Body Corporate client's liquid cash Expenses Number Body Retail client's fixed costs Horizon Integer Body Horizon IlliquidAssets Number Body Amount of assets that are difficult to convert into cash in market Income Number Body Retail client's income after taxes IncomeAfterExpenses Number Body Retail client's income after taxes and fixed costs has been deducted InitialDeposit Number Body InitialDeposit InvestmentCurrency String Body InvestmentCurrency Liabilities Number Body Corporate client's liabilities LiquidAssets Number Body Amount of assets that can be easily converted to cash or other assets into the market NetIncome Number Body Corporate client's net income PensionAfterTaxes Number Body Retail client's pension after taxes has been deducted Purpose String Body Purpose Tags String [] Body Tags -
Response Parameters
View Response CodesThere are no response parameters
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Request Example
Request URL
PUT /partnerintegration/v1/financialdata/{ClientKey}/{AccountKey}Request Body
{ "Assets": 10, "BenchmarkDebtFactor": 10, "BenchmarkIncomeAfterExpenses": 10, "DebtFactor": 10, "Equity": 10, "Expenses": 10, "Horizon": 99, "IlliquidAssets": 10, "Income": 10, "IncomeAfterExpenses": 10, "InitialDeposit": 10, "InvestmentCurrency": "stringValue", "Liabilities": 10, "LiquidAssets": 10, "NetIncome": 10, "PensionAfterTaxes": 10, "Purpose": "stringValue", "Tags": [ "stringValue" ] }