Client Insight for Wealth Management

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Client Insight for Wealth Management

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Overview

The Client Insight for Wealth Management service provides a set of analytical models that help you generate client insights for use in marketing, distribution, and services provision for wealth management companies.

Security

Keys

Pick a key to use with this API. Make sure you are logged in with your IBM id for your keys to be populated in the dropdown below. By selecting a key, it will be pre-filled for each endpoint in the Documentation section that can be used with the built-in testing. If you want to change which key to use for a particular endpoint, you can do so at the endpoint in the Documentation section.
You can manage your API keys in the <MyAPIs> section. API keys authenticate you to your subscription, so make sure to keep them secret. Do not share the X-IBM-Client-Secret portion of any API key in publicly accessible places such as GitHub, or client-side code.



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Documentation

Client Insight for Wealth Management:

Advisors

Get information about advisors
This operation returns advisor entries.

GET   /advisors

			https://ci-api.mybluemix.net/api/v2/wealth/advisors
		
Keys
Path and Query parameters

effective_date

STRING , optional

Used to get the records with the most recent date before or equal to the specified date. The format is yyyy-mm-dd. If not specified, this operation uses the current date.

page

INTEGER , optional

The page offset of the advisor entries to be returned. For example, page 0 returns the first page. If not specified, default is 0.

page_size

INTEGER , optional

The number of advisor entries per page. Must be an integer between 1 and 999. If not specified, default is 20.

status

STRING , optional

The status used to filter the advisor entries to be returned.

Request code
								
HttpResponse<String> response = Unirest.get("https://ci-api.mybluemix.net/api/v2/wealth/advisors?page_size=0&page=0&effective_date=string&status=string") .header("accept", "application/json") .asString();
Response model

200

Returns a JSON list of Advisor objects.

500

Internal server error.

Response example

200

Returns a JSON list of Advisor objects.

500

Internal server error.

Get information about an advisor
This operation returns information for the advisor specified by the advisorId parameter.

GET   /advisors/{advisorId}

			https://ci-api.mybluemix.net/api/v2/wealth/advisors/{advisorId}
		
Keys
Path and Query parameters

advisorId

URL , required

The ID of the advisor.

effective_date

STRING , optional

Used to get the records with the most recent date before or equal to the specified date. The format is yyyy-mm-dd. If not specified, this operation uses the current date.

Request code
								
HttpResponse<String> response = Unirest.get("https://ci-api.mybluemix.net/api/v2/wealth/advisors/{advisorId}?effective_date=string") .header("accept", "application/json") .asString();
Response model

200

Returns a JSON list of Advisor objects.

500

Internal server error.

Response example

200

Returns a JSON list of Advisor objects.

500

Internal server error.

Get the customers for an advisor
This operation returns the customers for the advisor specified by the advisorId parameter.

GET   /advisors/{advisorId}/attention

			https://ci-api.mybluemix.net/api/v2/wealth/advisors/{advisorId}/attention
		
Keys
Path and Query parameters

advisorId

URL , required

The ID of the advisor.

effective_date

STRING , optional

Used to get the records with the most recent date before or equal to the specified date. The format is yyyy-mm-dd. If not specified, this operation uses the current date.

page

INTEGER , optional

The page offset of the customer entries to be returned. For example, page 0 returns the first page. If not specified, default is 0.

page_size

INTEGER , optional

The number of customer entries per page. Must be an integer between 1 and 999. If not specified, default is 20.

Request code
								
HttpResponse<String> response = Unirest.get("https://ci-api.mybluemix.net/api/v2/wealth/advisors/{advisorId}/attention?effective_date=string&page_size=0&page=0") .header("accept", "application/json") .asString();
Response model

200

Returns a JSON list of Customer objects for a specific advisor.

500

Internal server error.

Response example

200

Returns a JSON list of Customer objects for a specific advisor.

500

Internal server error.

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