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OpenParablePublic APIs

Advicent.FactFinderService API

by naviplancentral.com

No authHTTPSFinance
Open documentation ↗

Overview

An API for accessing the NaviPlan Fact Finder.

Advicent.FactFinderService is a finance API from naviplancentral.com. It needs no API key. It is served over HTTPS. Its OpenAPI description documents 151 endpoints.

At a glance

Authentication
No auth
HTTPS
Yes
CORS
Unknown
Category
Finance
Base URL
https://demo.uat.naviplancentral.com/factfinder
Version
v1
Endpoints
151
OpenAPI
Specification ↗
Spec updated
2021-06-21

Make a first request

Replace the placeholders; the documentation says exactly where credentials go.

cURL
curl -X GET "https://demo.uat.naviplancentral.com/factfinder/api/AccountTypes" \
  -H "Accept: application/json"
JavaScript
const response = await fetch("https://demo.uat.naviplancentral.com/factfinder/api/AccountTypes", {
  method: "GET",
  headers: {
    "Accept": "application/json",
  },
});
const data = await response.json();
console.log(data);
Python
import requests

response = requests.request(
    "GET",
    "https://demo.uat.naviplancentral.com/factfinder/api/AccountTypes",
    headers={
    "Accept": "application/json",
    },
    timeout=30,
)
print(response.json())

Endpoints

MethodPathWhat it does
GET/api/AccountTypesDescription: This operation retrieves all Account Types for the specified country.<br />
GET/api/AccountTypes/{id}Description: This operation retrieves all Account Types for the specified id.<br />
GET/api/AccountsDescription: This operation retrieves all Accounts for the specified Fact Finder ID and/or external source ID.<br />
POST/api/AccountsDescription: The operation creates an Account.<br />
GET/api/Accounts/{accountId}/HoldingsRetrieves all holdings in the specified Account.
POST/api/Accounts/{accountId}/HoldingsCreates a holding and adds it to an existing Account.
PUT/api/Accounts/{accountId}/HoldingsUpdates all holdings associated with an account
GET/api/Accounts/{accountId}/Holdings/{id}Description: This operation retrieves a single Account Holding for the specified Account Holding ID and Account ID.<br />
PUT/api/Accounts/{accountId}/Holdings/{id}Updates a holding associated with an account
DELETE/api/Accounts/{accountId}/Holdings/{id}Description: This operation deletes a single Account Holding for the specified Account Holding ID and Account ID.<br />
GET/api/Accounts/{accountId}/SavingsStrategiesGet all of the savings strategies for a specific account
POST/api/Accounts/{accountId}/SavingsStrategiesCreates a savings strategy on a specific account
DELETE/api/Accounts/{accountId}/SavingsStrategiesDeletes all savings strategies tied to an account
GET/api/Accounts/{accountId}/SavingsStrategies/{id}Get a specific savings strategy for an account
PUT/api/Accounts/{accountId}/SavingsStrategies/{id}Updates a specific savings strategy
DELETE/api/Accounts/{accountId}/SavingsStrategies/{id}Deletes a specific savings strategy
GET/api/Accounts/{id}Description: This operation retrieves a single Account for the specified Account ID.<br />
PUT/api/Accounts/{id}Description: The operation updates an Account, deletes associated saving strategies if the account type changes.<br />
DELETE/api/Accounts/{id}Description: The operation removes an Account tied to a Fact Finder.<br />
POST/api/ClientsDescription: This operation submits the Fact Finder data to an external system.<br />
GET/api/CriticalIllnessInsurancePoliciesDescription: This operation retrieves all Critical Illness Insurance Policies for the specified Fact Finder ID.<br />
POST/api/CriticalIllnessInsurancePoliciesDescription: The operation creates a Critical Illness Insurance Policy.<br />
GET/api/CriticalIllnessInsurancePolicies/{id}Description: This operation retrieves a single Critical Illness Insurance Policy for the specified Critical Illness Insurance Policy ID.<br />
PUT/api/CriticalIllnessInsurancePolicies/{id}Description: The operation updates a Critical Illness Insurance Policy.<br />
DELETE/api/CriticalIllnessInsurancePolicies/{id}Description: The operation removes a Critical Illness Insurance Policy tied to a Fact Finder.<br />
GET/api/CriticalIllnessInsurancePolicyTypesDescription: This operation retrieves all Critical Illness Insurance Policy Types for the specified country.<br />
GET/api/CriticalIllnessInsurancePolicyTypes/{id}Description: This operation retrieves the Critical Illness Insurance Policy Type for the specified id.<br />
GET/api/DefinedBenefitPensionsDescription: This operation retrieves all Defined Benefit Pensions for the specified Fact Finder ID.<br />
POST/api/DefinedBenefitPensionsDescription: The operation creates a Defined Benefit Pension.<br />
GET/api/DefinedBenefitPensions/{id}Description: This operation retrieves a single Defined Benefit Pension for the specified Defined Benefit Pension ID.<br />
PUT/api/DefinedBenefitPensions/{id}Description: The operation updates a Defined Benefit Pension.<br />
DELETE/api/DefinedBenefitPensions/{id}Description: The operation removes a Defined Benefit Pension tied to a Fact Finder.<br />
GET/api/DemographicsDescription: This operation retrieves all Demographic information for the specified Fact Finder ID.<br />
POST/api/DemographicsDescription: The operation creates Demographic information.<br />
GET/api/Demographics/{demographicId}/DependentsDescription: This operation retrieves all Dependents for the specified Demographic information ID.<br />
POST/api/Demographics/{demographicId}/DependentsDescription: The operation creates a Dependent.<br />
GET/api/Demographics/{demographicId}/Dependents/{id}Description: This operation retrieves a single Dependent for the specified Dependent ID.<br />
PUT/api/Demographics/{demographicId}/Dependents/{id}Description: The operation updates a Dependent.<br />
DELETE/api/Demographics/{demographicId}/Dependents/{id}Description: The operation removes a Dependent tied to a Fact Finder.<br />
GET/api/Demographics/{id}Description: This operation retrieves Demographic information for the specified Demographic information ID.<br />
PUT/api/Demographics/{id}Description: The operation updates Demographic information.<br />
GET/api/DisabilityInsurancePoliciesDescription: This operation retrieves all Disability Insurance Policies for the specified Fact Finder ID.<br />
POST/api/DisabilityInsurancePoliciesDescription: The operation creates a Disability Insurance Policy.<br />
GET/api/DisabilityInsurancePolicies/{id}Description: This operation retrieves a single Disability Insurance Policy for the specified Disability Insurance Policy ID.<br />
PUT/api/DisabilityInsurancePolicies/{id}Description: The operation updates a Disability Insurance Policy.<br />
DELETE/api/DisabilityInsurancePolicies/{id}Description: The operation removes a Disability Insurance Policy tied to a Fact Finder.<br />
GET/api/DisabilityInsurancePolicyTypesDescription: This operation retrieves all Disability Insurance Policy Types for the specified country.<br />
GET/api/DisabilityInsurancePolicyTypes/{id}Description: This operation retrieves all Disability Insurance Policy Types for the specified id.<br />
GET/api/EducationGoalsDescription: This operation retrieves all Education Goals for the specified Fact Finder ID.<br />
POST/api/EducationGoalsDescription: The operation creates an Education Goal.<br />
GET/api/EducationGoals/{educationGoalId}/ExpensesDescription: This operation retrieves all Education Goal Expenses for the specified Education Goal ID.<br />
POST/api/EducationGoals/{educationGoalId}/ExpensesDescription: The operation creates an Education Goal Expense.<br />
GET/api/EducationGoals/{educationGoalId}/Expenses/{id}Description: This operation retrieves a single Education Goal Expense for the specified Education Goal Expense ID.<br />
PUT/api/EducationGoals/{educationGoalId}/Expenses/{id}Description: The operation updates an Education Goal Expense.<br />
DELETE/api/EducationGoals/{educationGoalId}/Expenses/{id}Description: The operation removes an Education Goal Expense tied to a Fact Finder.<br />
GET/api/EducationGoals/{id}Description: This operation retrieves a single Education Goal for the specified Education Goal ID.<br />
PUT/api/EducationGoals/{id}Description: The operation creates an Education Goal Expense.<br />
DELETE/api/EducationGoals/{id}Description: The operation removes an Education Goal tied to a Fact Finder.<br />
GET/api/ExpenseTypesDescription: This operation retrieves all Expense Types for the specified country.<br />
GET/api/ExpenseTypes/{id}Description: This operation retrieves all Expense Types for the specified country.<br />
GET/api/ExpensesDescription: This operation retrieves all Expenses for the specified Fact Finder ID.<br />
POST/api/ExpensesDescription: The operation creates an Expense.<br />
GET/api/Expenses/{id}Description: This operation retrieves a single Expense for the specified Expense ID.<br />
PUT/api/Expenses/{id}Description: The operation updates an Expense.<br />
DELETE/api/Expenses/{id}Description: The operation removes an Expense tied to a Fact Finder.<br />
GET/api/FactFindersDescription: This operation retrieves all Fact Finders for the specified householdId,
POST/api/FactFindersDescription: The operation creates a completely empty draft Fact Finder.<br />
POST/api/FactFinders/PopulateDescription: The operation creates a new Populated Fact Finder.<br />
GET/api/FactFinders/{factFinderId}/ModulesDescription: This operation retrieves all Fact Finder Modules for the specified Fact Finder ID.<br />
GET/api/FactFinders/{factFinderId}/Modules/{id}Description: This operation retrieves a single Fact Finder Module for the specified Fact Finder Module ID.<br />
PUT/api/FactFinders/{factFinderId}/Modules/{id}Description: The operation updates a Fact Finder Module.<br />
GET/api/FactFinders/{factFinderId}/SnapshotsDescription: The operation retrieves Snapshots of a Fact Finder.<br />
POST/api/FactFinders/{factFinderId}/SnapshotsDescription: The operation creates a Snapshot of a Fact Finder.<br />
GET/api/FactFinders/{id}Description: This operation retrieves a single Fact Finder for the specified Fact Finder ID.<br />
PUT/api/FactFinders/{id}Description: The operation updates a Fact Finder.<br />
DELETE/api/FactFinders/{id}Description: This operation deletes a single Fact Finder for the specified Fact Finder ID.<br />
PUT/api/FactFinders/{id}/PopulateDescription: The operation populates a fact finder.<br />
GET/api/FilingStatusTypesDescription: This operation retrieves all Filing Status Types for the specified country.<br />
GET/api/FilingStatusTypes/{id}Description: This operation retrieves all Filing Status Type for the specified id.<br />
GET/api/FrequencyTypesDescription: This operation retrieves all Frequency Types for the specified country and entity.<br />
GET/api/FrequencyTypes/{id}Description: This operation retrieves the Frequency Type for the specified id.<br />
GET/api/IncomeTypesDescription: This operation retrieves all Income Types for the specified country.<br />
GET/api/IncomeTypes/{id}Description: This operation retrieves the Income Type for the specified id.<br />
GET/api/IncomesDescription: This operation retrieves all Incomes for the specified Fact Finder ID.<br />
POST/api/IncomesDescription: The operation creates an Income.<br />
GET/api/Incomes/{id}Description: This operation retrieves a single Income for the specified Income ID.<br />
PUT/api/Incomes/{id}Description: The operation updates an Income.<br />
DELETE/api/Incomes/{id}Description: The operation removes an Income tied to a Fact Finder.<br />
GET/api/LiabilitiesDescription: This operation retrieves all Liabilities for the specified Fact Finder ID.<br />
POST/api/LiabilitiesDescription: The operation creates a Liability.<br />
GET/api/Liabilities/{id}Description: This operation retrieves a single Liability for the specified Liability ID.<br />
PUT/api/Liabilities/{id}Description: The operation updates a Liability.<br />
DELETE/api/Liabilities/{id}Description: The operation removes a Liability tied to a Fact Finder.<br />
GET/api/LiabilityTypesDescription: This operation retrieves all Liability Types for the specified country.<br />
GET/api/LiabilityTypes/{id}Description: This operation retrieves the Liability Type for the specified id.<br />
GET/api/LifeInsurancePoliciesDescription: This operation retrieves all Life Insurance Policies for the specified Fact Finder ID.<br />
POST/api/LifeInsurancePoliciesDescription: The operation creates a Life Insurance Policy.<br />
GET/api/LifeInsurancePolicies/{id}Description: This operation retrieves a single Life Insurance Policy for the specified Life Insurance Policy ID.<br />
PUT/api/LifeInsurancePolicies/{id}Description: The operation updates a Life Insurance Policy, deletes associated sub-accounts if the policy type changes.<br />
DELETE/api/LifeInsurancePolicies/{id}Description: The operation removes a Life Insurance Policy tied to a Fact Finder.<br />

Showing the first 100 of 151 endpoints; the full list is in the documentation.

Questions

Does the Advicent.FactFinderService API need an API key?

No. The Advicent.FactFinderService API can be called without an API key or sign-up, which makes it handy for prototypes and front-end demos.

Does the Advicent.FactFinderService API support HTTPS?

Yes, the Advicent.FactFinderService API is served over HTTPS.

How many endpoints does the Advicent.FactFinderService API have?

Its OpenAPI description lists 151 endpoints in version v1. The first 100 are shown on this page.

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