openapi-directory/api/naviplancentral.com/factfinder.json

Building & bundling https://github.com/APIs-guru/openapi-directory for easy use from JS

{"openapi":"3.0.0","info":{"contact":{"x-twitter":"AdvicentFP"},"description":"An API for accessing the NaviPlan Fact Finder.","title":"Advicent.FactFinderService","version":"v1","x-apisguru-categories":["financial"],"x-logo":{"url":"https://twitter.com/Advicent/profile_image?size=original"},"x-origin":[{"format":"swagger","url":"https://demo.uat.naviplancentral.com/factfinder/swagger/docs/v1","version":"2.0"},{"format":"swagger","url":"https://demo.uat.naviplancentral.com/factfinder/swagger/docs/v1","version":"2.0"}],"x-providerName":"naviplancentral.com","x-serviceName":"factfinder"},"paths":{"/api/AccountTypes":{"get":{"deprecated":false,"description":"Description: This operation retrieves all Account Types for the specified country.<br />\r\n              Purpose: Provides access to the Account Types including id and type description.","operationId":"AccountTypes_GetByCountry","parameters":[{"description":"The country used to filter Account Types","in":"query","name":"country","required":true,"schema":{"type":"string","enum":["UnitedStates","Canada"]}}],"responses":{"200":{"description":"Success","content":{"application/json":{"schema":{"$ref":"#/components/schemas/AccountTypesModel"}},"text/json":{"schema":{"$ref":"#/components/schemas/AccountTypesModel"}}}},"400":{"description":"The request is invalid."},"404":{"description":"Account Type not found"}},"tags":["AccountTypes"]}},"/api/AccountTypes/{id}":{"get":{"deprecated":false,"description":"Description: This operation retrieves all Account Types for the specified id.<br />\r\n              Purpose: Provides access to the Account Types including id and type description.","operationId":"AccountTypes_GetById","parameters":[{"description":"The ID of Account Type used to retreive the Account Type 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Finder","required":true},"responses":{"201":{"description":"Created","content":{"application/json":{"schema":{"$ref":"#/components/schemas/AccountWithIdModel"}},"text/json":{"schema":{"$ref":"#/components/schemas/AccountWithIdModel"}}}},"400":{"description":"The request is invalid."},"401":{"description":"Unauthorized for Account data access."},"403":{"description":"Request is restricted for access to Account."},"404":{"description":"Account not found."}},"tags":["Accounts"]}},"/api/Accounts/{accountId}/Holdings":{"get":{"deprecated":false,"description":"Retrieves all holdings in the specified Account.","operationId":"Accounts_GetAccountHoldingsByAccountid","parameters":[{"description":"The ID of the Account used to retrieve the Account Holding 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holding to be updated","in":"path","name":"accountId","required":true,"schema":{"type":"integer","format":"int32"}}],"requestBody":{"content":{"application/json":{"schema":{"$ref":"#/components/schemas/AccountHoldingsWithoutIdModel"}},"text/json":{"schema":{"$ref":"#/components/schemas/AccountHoldingsWithoutIdModel"}}},"description":"The list of holdings for an account","required":true},"responses":{"200":{"description":"Success","content":{"application/json":{"schema":{"$ref":"#/components/schemas/AccountHoldingsModel"}},"text/json":{"schema":{"$ref":"#/components/schemas/AccountHoldingsModel"}}}},"400":{"description":"The request is invalid."},"401":{"description":"Unauthorized for Account data access."},"403":{"description":"Request is restricted for access to Account."},"404":{"description":"Account not found."}},"tags":["Accounts"]}},"/api/Accounts/{accountId}/Holdings/{id}":{"delete":{"deprecated":false,"description":"Description: This operation deletes a single Account Holding 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Account."},"404":{"description":"Account not found."}},"tags":["Accounts"]},"put":{"deprecated":false,"description":"Updates a holding associated with an account","operationId":"Accounts_PutByAccountidIdHolding","parameters":[{"description":"The account with the holding to be updated","in":"path","name":"accountId","required":true,"schema":{"type":"integer","format":"int32"}},{"description":"The id of the holding to update","in":"path","name":"id","required":true,"schema":{"type":"integer","format":"int32"}}],"requestBody":{"content":{"application/json":{"schema":{"$ref":"#/components/schemas/AccountHoldingModel"}},"text/json":{"schema":{"$ref":"#/components/schemas/AccountHoldingModel"}}},"description":"The holding values used to update the current 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found."}},"tags":["Accounts"]},"post":{"deprecated":false,"description":"Creates a savings strategy on a specific account","operationId":"Accounts_PostSavingsStrategyByAccountidSavingsstrategy","parameters":[{"description":"Id of the account to create a savings strategy for","in":"path","name":"accountId","required":true,"schema":{"type":"integer","format":"int32"}}],"requestBody":{"content":{"application/json":{"schema":{"$ref":"#/components/schemas/SavingsStrategyModel"}},"text/json":{"schema":{"$ref":"#/components/schemas/SavingsStrategyModel"}}},"description":"Values for the strategy to be created","required":true},"responses":{"201":{"description":"Success","content":{"application/json":{"schema":{"$ref":"#/components/schemas/SavingsStrategyWithIdModel"}},"text/json":{"schema":{"$ref":"#/components/schemas/SavingsStrategyWithIdModel"}}}},"400":{"description":"The request is invalid."},"401":{"description":"Unauthorized for Account data access."},"403":{"description":"Request is restricted for access to Account."},"404":{"description":"Account not found."}},"tags":["Accounts"]}},"/api/Accounts/{accountId}/SavingsStrategies/{id}":{"delete":{"deprecated":false,"description":"Deletes a specific savings strategy","operationId":"Accounts_DeleteSavingsStrategyByAccountidId","parameters":[{"description":"Id of the account that holds the savings strategy","in":"path","name":"accountId","required":true,"schema":{"type":"integer","format":"int32"}},{"description":"Id of the savings strategy to be deleted","in":"path","name":"id","required":true,"schema":{"type":"integer","format":"int32"}}],"responses":{"204":{"description":"Deleted"},"400":{"description":"The request is invalid."},"401":{"description":"Unauthorized for Account data access."},"403":{"description":"Request is restricted for access to Account."},"404":{"description":"Account not found."}},"tags":["Accounts"]},"get":{"deprecated":false,"description":"Get a specific savings strategy for an 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access."},"403":{"description":"Request is restricted for access to Account."},"404":{"description":"Account not found."}},"tags":["Accounts"]}},"/api/Accounts/{id}":{"delete":{"deprecated":false,"description":"Description: The operation removes an Account tied to a Fact Finder.<br />\r\n              Purpose: Allows for removal of an Account from a Fact Finder.","operationId":"Accounts_DeleteAccountById","parameters":[{"description":"The Account ID used to identify which Account to remove","in":"path","name":"id","required":true,"schema":{"type":"integer","format":"int32"}}],"responses":{"204":{"description":"Deleted"},"400":{"description":"The request is invalid."},"401":{"description":"Unauthorized for Account data access."},"403":{"description":"Request is restricted for access to Account."},"404":{"description":"Account not found."}},"tags":["Accounts"]},"get":{"deprecated":false,"description":"Description: This operation retrieves a single Account for the specified Account ID.<br />\r\n              Purpose: Provides access to the Account information including description and market value.","operationId":"Accounts_GetById","parameters":[{"description":"The ID of the Account used to retrieve the Account data","in":"path","name":"id","required":true,"schema":{"type":"integer","format":"int32"}}],"responses":{"200":{"description":"Success","content":{"application/json":{"schema":{"$ref":"#/components/schemas/AccountWithIdModel"}},"text/json":{"schema":{"$ref":"#/components/schemas/AccountWithIdModel"}}}},"400":{"description":"The request is invalid."},"401":{"description":"Unauthorized for Account data access."},"403":{"description":"Request is restricted for access to Account."},"404":{"description":"Account not found."}},"tags":["Accounts"]},"put":{"deprecated":false,"description":"Description: The operation updates an Account, deletes associated saving strategies if the account type changes.<br />\r\n              Purpose: Allows for complete replacement of an 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found."}},"tags":["Accounts"]}},"/api/Clients":{"post":{"deprecated":false,"description":"Description: This operation submits the Fact Finder data to an external system.<br />\r\n              Purpose: Allows Fact Finder data to be persisted in another system for that system's consumption and use.","operationId":"Clients_PostByModel","requestBody":{"content":{"application/json":{"schema":{"$ref":"#/components/schemas/ClientsModel"}},"text/json":{"schema":{"$ref":"#/components/schemas/ClientsModel"}}},"required":true},"responses":{"201":{"description":"Created","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ClientModel"}},"text/json":{"schema":{"$ref":"#/components/schemas/ClientModel"}}}},"400":{"description":"The request is invalid."},"401":{"description":"Unauthorized for Client data access."},"403":{"description":"Request is restricted for access to Client."}},"tags":["Clients"]}},"/api/CriticalIllnessInsurancePolicies":{"get":{"deprecated":false,"description":"Description: This operation retrieves all Critical Illness Insurance Policies for the specified Fact Finder ID.<br />\r\n              Purpose: Provides access to the Critical Illness Insurance Policies including description and policy type.","operationId":"CriticalIllnessInsurancePolicies_GetCriticalIllnessInsurancePoliciesByFactFinderIdByFactfinderid","parameters":[{"description":"The ID of the Fact Finder used to retrieve Critical Illness Insurance Policies","in":"query","name":"factFinderId","required":true,"schema":{"type":"integer","format":"int32"}}],"responses":{"200":{"description":"Success","content":{"application/json":{"schema":{"$ref":"#/components/schemas/CriticalIllnessInsurancePoliciesModel"}},"text/json":{"schema":{"$ref":"#/components/schemas/CriticalIllnessInsurancePoliciesModel"}}}},"400":{"description":"The request is 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type.","operationId":"CriticalIllnessInsurancePolicies_GetById","parameters":[{"description":"The ID of the Critical Illness Insurance Policy used to retreive the Critical Illness Insurance Policy","in":"path","name":"id","required":true,"schema":{"type":"integer","format":"int32"}}],"responses":{"200":{"description":"Success","content":{"application/json":{"schema":{"$ref":"#/components/schemas/CriticalIllnessInsurancePolicyWithIdModel"}},"text/json":{"schema":{"$ref":"#/components/schemas/CriticalIllnessInsurancePolicyWithIdModel"}}}},"400":{"description":"The request is invalid."},"401":{"description":"Unauthorized for Critical Illness Insurance Policy data access."},"403":{"description":"Request is restricted for access to Critical Illness Insurance Policy."},"404":{"description":"Critical Illness Insurance Policy not found."}},"tags":["CriticalIllnessInsurancePolicies"]},"put":{"deprecated":false,"description":"Description: The operation updates a Critical Illness Insurance 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        Purpose: Allows for creation of Defined Benefit Pensions on a Fact Finder.","operationId":"DefinedBenefitPensions_PostByModel","requestBody":{"content":{"application/json":{"schema":{"$ref":"#/components/schemas/DefinedBenefitPensionModel"}},"text/json":{"schema":{"$ref":"#/components/schemas/DefinedBenefitPensionModel"}}},"description":"The Defined Benefit Pension to be added to the Fact Finder","required":true},"responses":{"200":{"description":"OK","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Object"}},"text/json":{"schema":{"$ref":"#/components/schemas/Object"}}}},"201":{"description":"Created","content":{"application/json":{"schema":{"$ref":"#/components/schemas/DefinedBenefitPensionWithIdModel"}},"text/json":{"schema":{"$ref":"#/components/schemas/DefinedBenefitPensionWithIdModel"}}}},"400":{"description":"The request is invalid."},"401":{"description":"Unauthorized for Defined Benefit Pension data access."},"403":{"description":"Request is 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Benefit Pension data access."},"403":{"description":"Request is restricted for access to Defined Benefit Pension."},"404":{"description":"Defined Benefit Pension not found."}},"tags":["DefinedBenefitPensions"]},"get":{"deprecated":false,"description":"Description: This operation retrieves a single Defined Benefit Pension for the specified Defined Benefit Pension ID.<br />\r\n              Purpose: Provides access to the Defined Benefit Pension including description and start date.","operationId":"DefinedBenefitPensions_GetById","parameters":[{"description":"The ID of the Defined Benefit Pension used to retreive the Defined Benefit Pension","in":"path","name":"id","required":true,"schema":{"type":"integer","format":"int32"}}],"responses":{"200":{"description":"Success","content":{"application/json":{"schema":{"$ref":"#/components/schemas/DefinedBenefitPensionWithIdModel"}},"text/json":{"schema":{"$ref":"#/components/schemas/DefinedBenefitPensionWithIdModel"}}}},"400":{"description":"The 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Finder.","operationId":"Demographics_PostByModel","requestBody":{"content":{"application/json":{"schema":{"$ref":"#/components/schemas/DemographicsModel"}},"text/json":{"schema":{"$ref":"#/components/schemas/DemographicsModel"}}},"description":"The Demographic information to be added to the Fact Finder","required":true},"responses":{"201":{"description":"Created","content":{"application/json":{"schema":{"$ref":"#/components/schemas/DemographicsWithIdModel"}},"text/json":{"schema":{"$ref":"#/components/schemas/DemographicsWithIdModel"}}}},"400":{"description":"The request is invalid."},"401":{"description":"Unauthorized for Demographic information data access."},"403":{"description":"Request is restricted for access to Demographic information."},"404":{"description":"Demographic information not found."}},"tags":["Demographics"]}},"/api/Demographics/{demographicId}/Dependents":{"get":{"deprecated":false,"description":"Description: This operation retrieves all Dependents for the specified 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/>\r\n              Purpose: Allows for creation of Dependents on a Fact Finder.","operationId":"Demographics_PostByDemographicidModel","parameters":[{"description":"The ID of the Demographic information to add the Dependent to","in":"path","name":"demographicId","required":true,"schema":{"type":"integer","format":"int32"}}],"requestBody":{"content":{"application/json":{"schema":{"$ref":"#/components/schemas/DemographicsDependentModel"}},"text/json":{"schema":{"$ref":"#/components/schemas/DemographicsDependentModel"}}},"description":"The Dependent to be added to the Fact Finder","required":true},"responses":{"201":{"description":"Created","content":{"application/json":{"schema":{"$ref":"#/components/schemas/DemographicsDependentWithIdModel"}},"text/json":{"schema":{"$ref":"#/components/schemas/DemographicsDependentWithIdModel"}}}},"400":{"description":"The request is invalid."},"401":{"description":"Unauthorized for Dependent information data access."},"403":{"description":"Request is 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invalid."},"401":{"description":"Unauthorized for Dependent information data access."},"403":{"description":"Request is restricted for access to Dependent information."},"404":{"description":"Dependent information not found."}},"tags":["Demographics"]},"get":{"deprecated":false,"description":"Description: This operation retrieves a single Dependent for the specified Dependent ID.<br />\r\n              Purpose: Provides access to the Dependent including first and last name.","operationId":"Demographics_GetDependentByDemographicidId","parameters":[{"description":"The ID of the Demographic information used to retrieve Dependents","in":"path","name":"demographicId","required":true,"schema":{"type":"integer","format":"int32"}},{"description":"The ID of the Dependent used to retreive the Dependent","in":"path","name":"id","required":true,"schema":{"type":"integer","format":"int32"}}],"responses":{"200":{"description":"Success","content":{"application/json":{"schema":{"$ref":"#/components/schemas/DemographicsDependentWithIdModel"}},"text/json":{"schema":{"$ref":"#/components/schemas/DemographicsDependentWithIdModel"}}}},"400":{"description":"The request is invalid."},"401":{"description":"Unauthorized for Demographic information data access."},"403":{"description":"Request is restricted for access to Demographic information."},"404":{"description":"Demographic information not found."}},"tags":["Demographics"]},"put":{"deprecated":false,"description":"Description: The operation updates a Dependent.<br />\r\n              Purpose: Allows for complete replacement of a Dependent on a Fact Finder.","operationId":"Demographics_PutByDemographicidIdModel","parameters":[{"description":"The ID of the Demographic information used to identify which Dependent to update","in":"path","name":"demographicId","required":true,"schema":{"type":"integer","format":"int32"}},{"description":"The existing Dependent ID used to identify which Dependent to update","in":"path","name":"id","required":true,"schema":{"type":"integer","format":"int32"}}],"requestBody":{"content":{"application/json":{"schema":{"$ref":"#/components/schemas/DemographicsDependentModel"}},"text/json":{"schema":{"$ref":"#/components/schemas/DemographicsDependentModel"}}},"description":"The Dependent to be updated on a Fact Finder","required":true},"responses":{"200":{"description":"Success","content":{"application/json":{"schema":{"$ref":"#/components/schemas/DemographicsDependentWithIdModel"}},"text/json":{"schema":{"$ref":"#/components/schemas/DemographicsDependentWithIdModel"}}}},"400":{"description":"The request is invalid."},"401":{"description":"Unauthorized for Dependent information data access."},"403":{"description":"Request is restricted for access to Dependent information."},"404":{"description":"Dependent information not found."}},"tags":["Demographics"]}},"/api/Demographics/{id}":{"get":{"deprecated":false,"description":"Description: This operation retrieves Demographic information for the specified Demographic information ID.<br />\r\n              Purpose: Provides access to the Demographic information including city and state.","operationId":"Demographics_GetById","parameters":[{"description":"The ID of the Demographic information used to retreive the Demographic information","in":"path","name":"id","required":true,"schema":{"type":"integer","format":"int32"}}],"responses":{"200":{"description":"Success","content":{"application/json":{"schema":{"$ref":"#/components/schemas/DemographicsWithIdModel"}},"text/json":{"schema":{"$ref":"#/components/schemas/DemographicsWithIdModel"}}}},"400":{"description":"The request is invalid."},"401":{"description":"Unauthorized for Demographic information data access."},"403":{"description":"Request is restricted for access to Demographic information."},"404":{"description":"Demographic information not found."}},"tags":["Demographics"]},"put":{"deprecated":false,"description":"Description: The operation updates Demographic information.<br />\r\n              Purpose: Allows for complete replacement of Demographic information on a Fact Finder.","operationId":"Demographics_PutByIdModel","parameters":[{"description":"The existing Demographic information ID used to identify which Demographic information to update","in":"path","name":"id","required":true,"schema":{"type":"integer","format":"int32"}}],"requestBody":{"content":{"application/json":{"schema":{"$ref":"#/components/schemas/DemographicsModel"}},"text/json":{"schema":{"$ref":"#/components/schemas/DemographicsModel"}}},"description":"The Demographic information to be updated on a Fact Finder","required":true},"responses":{"200":{"description":"Success","content":{"application/json":{"schema":{"$ref":"#/components/schemas/DemographicsWithIdModel"}},"text/json":{"schema":{"$ref":"#/components/schemas/DemographicsWithIdModel"}}}},"400":{"description":"The request is invalid."},"401":{"description":"Unauthorized for Demographic information data access."},"403":{"description":"Request is restricted for access to Demographic information."},"404":{"description":"Demographic information not found."},"409":{"description":"The request cannot be completed."}},"tags":["Demographics"]}},"/api/DisabilityInsurancePolicies":{"get":{"deprecated":false,"description":"Description: This operation retrieves all Disability Insurance Policies for the specified Fact Finder ID.<br />\r\n              Purpose: Provides access to the Disability Insurance Policies including description and policy type.","operationId":"DisabilityInsurancePolicies_GetDisabilityInsurancePoliciesByFactFinderIdByFactfinderid","parameters":[{"description":"The ID of the Fact Finder used to retrieve Disability Insurance Policies","in":"query","name":"factFinderId","required":true,"schema":{"type":"integer","format":"int32"}}],"responses":{"200":{"description":"Success","content":{"application/json":{"schema":{"$ref":"#/components/schemas/DisabilityInsurancePoliciesModel"}},"text/json":{"schema":{"$ref":"#/components/schemas/DisabilityInsurancePoliciesModel"}}}},"400":{"description":"The request is invalid."},"401":{"description":"Unauthorized for Disability Insurance Policy data access."},"403":{"description":"Request is restricted for access to Disability Insurance Policy."},"404":{"description":"Disability Insurance Policy not found."}},"tags":["DisabilityInsurancePolicies"]},"post":{"deprecated":false,"description":"Description: The operation creates a Disability Insurance Policy.<br />\r\n              Purpose: Allows for creation of Disability Insurance Policies on a Fact Finder.","operationId":"DisabilityInsurancePolicies_PostByModel","requestBody":{"content":{"application/json":{"schema":{"$ref":"#/components/schemas/DisabilityInsurancePolicyModel"}},"text/json":{"schema":{"$ref":"#/components/schemas/DisabilityInsurancePolicyModel"}}},"description":"The Disability Insurance Policy to be added to the Fact Finder","required":true},"responses":{"201":{"description":"Created","content":{"application/json":{"schema":{"$ref":"#/components/schemas/DisabilityInsurancePolicyWithIdModel"}},"text/json":{"schema":{"$ref":"#/components/schemas/DisabilityInsurancePolicyWithIdModel"}}}},"400":{"description":"The request is invalid."},"401":{"description":"Unauthorized for Disability Insurance Policy data access."},"403":{"description":"Request is restricted for access to Disability Insurance Policy."},"404":{"description":"Disability Insurance Policy not found."}},"tags":["DisabilityInsurancePolicies"]}},"/api/DisabilityInsurancePolicies/{id}":{"delete":{"deprecated":false,"description":"Description: The operation removes a Disability Insurance Policy tied to a Fact Finder.<br />\r\n              Purpose: Allows for removal of a Disability Insurance Policy from a Fact Finder.","operationId":"DisabilityInsurancePolicies_DeleteById","parameters":[{"description":"The Disability Insurance Policy ID used to identify which Disability Insurance Policy to remove","in":"path","name":"id","required":true,"schema":{"type":"integer","format":"int32"}}],"responses":{"204":{"description":"Deleted"},"400":{"description":"The request is invalid."},"401":{"description":"Unauthorized for Disability Insurance Policy data access."},"403":{"description":"Request is restricted for access to Disability Insurance Policy."},"404":{"description":"Disability Insurance Policy not found."}},"tags":["DisabilityInsurancePolicies"]},"get":{"deprecated":false,"description":"Description: This operation retrieves a single Disability Insurance Policy for the specified Disability Insurance Policy ID.<br />\r\n              Purpose: Provides access to the Disability Insurance Policy including description and policy type.","operationId":"DisabilityInsurancePolicies_GetById","parameters":[{"description":"The ID of the Disability Insurance Policy used to retreive the Disability Insurance Policy","in":"path","name":"id","required":true,"schema":{"type":"integer","format":"int32"}}],"responses":{"200":{"description":"Success","content":{"application/json":{"schema":{"$ref":"#/components/schemas/DisabilityInsurancePolicyWithIdModel"}},"text/json":{"schema":{"$ref":"#/components/schemas/DisabilityInsurancePolicyWithIdModel"}}}},"400":{"description":"The request is invalid."},"401":{"description":"Unauthorized for Disability Insurance Policy data access."},"403":{"description":"Request is restricted for access to Disability Insurance Policy."},"404":{"description":"Disability Insurance Policy not found."}},"tags":["DisabilityInsurancePolicies"]},"put":{"deprecated":false,"description":"Description: The operation updates a Disability Insurance Policy.<br />\r\n              Purpose: Allows for complete replacement of a Disability Insurance Policy on a Fact Finder.","operationId":"DisabilityInsurancePolicies_PutByIdModel","parameters":[{"description":"The existing Disability Insurance Policy ID used to identify which Disability Insurance Policy to update","in":"path","name":"id","required":true,"schema":{"type":"integer","format":"int32"}}],"requestBody":{"content":{"application/json":{"schema":{"$ref":"#/components/schemas/DisabilityInsurancePolicyModel"}},"text/json":{"schema":{"$ref":"#/components/schemas/DisabilityInsurancePolicyModel"}}},"description":"The Disability Insurance Policy to be updated on a Fact 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