Get financial data of client

Endpoint Parameters

• Request parameters

  Name	Type	Origin	Description
  AccountKey	AccountKey	Query-String
  ClientKey	ClientKey	Route

• Response Parameters

  View Response Codes

  Name	Type	Description
  Assets	Number	Retail client's assets held
  BenchmarkDebtFactor	Number	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	Retail client's benchmark income of a retail household after taxes and fixed costs has been deducted
  Data	String []
  DebtFactor	Number	Retail client's ratio of debt of a retail household compared to the assets owned by the household
  Equity	Number	Corporate client's liquid cash
  Expenses	Number	Retail client's fixed costs
  Horizon	Integer	Horizon
  IlliquidAssets	Number	Amount of assets that are difficult to convert into cash in market
  Income	Number	Retail client's income after taxes
  IncomeAfterExpenses	Number	Retail client's income after taxes and fixed costs has been deducted
  InitialDeposit	Number	InitialDeposit
  InvestmentCurrency	String	InvestmentCurrency
  Liabilities	Number	Corporate client's liabilities
  LiquidAssets	Number	Amount of assets that can be easily converted to cash or other assets into the market
  Message	String
  NetIncome	Number	Corporate client's net income
  PensionAfterTaxes	Number	Retail client's pension after taxes has been deducted
  Purpose	String	Purpose
  Tags	String []	Tags

  HTTP Code	Description
  200	OK	Indicates that the request processed successfully.
  400	Bad Request	Error Code Description InvalidRequest Default error code returned when it cannot be determined which part of the request is malformed.
  401	Unauthorized	Indicates that the request was rejected because the 'Authorization' header was missing in the request or contained an invalid security token.
  429	Too Many Requests	The request was rejected due to rate limit being exceeded.
  500	Internal Server Error	Indicates internal error processing the request.
  503	Service Unavailable	Service Unavailable.

  Close

• Request Example

  Request URL

  GET /partnerintegration/v1/financialdata/{ClientKey}?AccountKey={AccountKey}

• Response Example

  Response body

  {
    "Assets": 20,
    "BenchmarkDebtFactor": 1,
    "BenchmarkIncomeAfterExpenses": 1,
    "DebtFactor": 1,
    "Equity": 1,
    "Expenses": 1,
    "Horizon": 1,
    "IlliquidAssets": 0,
    "Income": 10000,
    "IncomeAfterExpenses": 1,
    "InitialDeposit": 1,
    "InvestmentCurrency": "USD",
    "Liabilities": 1,
    "LiquidAssets": 0,
    "Message": "Message",
    "NetIncome": 1,
    "PensionAfterTaxes": 1,
    "Purpose": "Purpose",
    "Tags": [
      "Tag1",
      "Tag2"
    ]
  }