v1

latestSwagger 2.02026-07-14151135197.2 KB
FactFinders

Description: The operation populates a fact finder.<br /> Purpose: Allows for the population of a Fact Finder based on a NaviPlan plan or client. This operation cannot be performed on a Fact Finder more than once.

put/api/FactFinders/{id}/Populate

Path parameters

idinteger required

The existing Fact Finder ID used to identify which Fact Finder to populate.

Request body

planIdinteger

Response

Fact Finder was successfully populated.

countryCode'UnitedStates' | 'Canada'
createdstring date-time
factFinderIdinteger
householdIdinteger
lastStatusUpdatestring date-time
planIdinteger
planLevel'Level2' | 'Level1'
status'New' | 'InProgress' | 'ClientSubmitted' | 'AdvisorAccepted' | 'Canceled' | 'Draft' | 'Deleted'