--- swagger: "2.0" info: description: Orchestrator Microservice to create customer's source of wealth historical data for further analytics and metrics which would help CBSU to decrease workload and operational staffing. version: 1.0.1 title: CSMT-CRP-O-CustomerIncome x-ibm-name: CSMT-CRP-O-CustomerIncome host: 127.0.0.1 schemes: - https basePath: /api produces: - application/json paths: /v1/customers/incomes/wealth: post: tags: - add-customer-source-of-wealth summary: API to Add Source Of Wealth information description: API to add customer's SOW details operationId: add-customer-source-of-wealth consumes: - application/json produces: - application/json parameters: - name: client_id in: header required: true type: string description: Client ID generated during application registration - name: Authorization in: header required: true type: string description: The Authorization Token received during login - name: Accept in: header required: true type: string description: Content-Types that are acceptable for the response - name: uuid in: header required: true type: string description: 128 bit UUID that you generate for every request - name: Accept-Language in: header required: false type: string description: List of acceptable human languages for response - name: Content-Type in: header required: true type: string description: Content-Types that are sent in the request - name: countryCode in: header required: true type: string description: Country code in 2 character ISO 3166 format - name: businesscode in: header required: true type: string description: Business code identified during application registration - name: ChannelId in: header required: true type: string description: Channel where request originated - name: sid in: header required: false type: string description: SessionId sent by Consumer - in: body name: AddSOWDetailsRequest description: Customer's Source of Wealth required: false schema: $ref: '#/definitions/AddSOWDetailsRequestBody' responses: 200: description: Normal response schema: $ref: '#/definitions/SOWDetailsResponse' 204: description: The server successfully processed the request and is not returning any content 207: description: The server successfully processed the request, but is not returning any content. Unlike a 204 response, this response requires that the requester reset the document view 400: description:
TypeCodeDetails
errorinvalidRequestMissing or invalid Parameters
schema: $ref: '#/definitions/ErrorResponse' 401: description:
TypeCodeDetails
errorunAuthorizedA uthorization credentials are missing or invalid
schema: $ref: '#/definitions/ErrorResponse' 403: description:
TypeCodeDetailsMore Info
erroraccessNotConfiguredThe request operation is not configured to access this resourceChannel/Country/Business provided in the request is not supported currently
schema: $ref: '#/definitions/ErrorResponse' 404: description:
TypeCodeDetailsMore Info
errorresourceNotFoundThe requested resource was not foundEmpty resource/resource not found
schema: $ref: '#/definitions/ErrorResponse' 422: description:
TypeCodeDetails
errorbusinessValidatio nFailedBusiness validation error occured on one or more parameters
schema: $ref: '#/definitions/ErrorResponse' 500: description:
TypeCodeDetails
fatalserverUnavailableThe request failed due to an internal error/server unavailability
schema: $ref: '#/definitions/ErrorResponse' put: tags: - update-customer-source-of-wealth summary: API to Update Source Of Wealth information description: API to modify and update the SOW information of an existing customer operationId: update-customer-source-of-wealth consumes: - application/json produces: - application/json parameters: - name: client_id in: header required: true type: string description: Client ID generated during application registration - name: Authorization in: header required: true type: string description: The Authorization Token received during login - name: Accept in: header required: true type: string description: Content-Types that are acceptable for the response - name: uuid in: header required: true type: string description: 128 bit UUID that you generate for every request - name: Accept-Language in: header required: false type: string description: List of acceptable human languages for response - name: Content-Type in: header required: true type: string description: Content-Types that are sent in the request - name: countryCode in: header required: true type: string description: Country code in 2 character ISO 3166 format - name: businesscode in: header required: true type: string description: Business code identified during application registration - name: ChannelId in: header required: true type: string description: Channel where request originated - name: sid in: header required: false type: string description: SessionId sent by Consumer - in: body name: updateSOWDetailsRequest description: Update Customer's Source o Wealth required: true schema: $ref: '#/definitions/UpdateSOWDetailsRequestBody' responses: 200: description: normal response schema: $ref: '#/definitions/SOWDetailsResponse' 204: description: The server successfully processed the request and is not returning any content 207: description: The server successfully processed the request, but is not returning any content. Unlike a 204 response, this response requires that the requester reset the document view 400: description:
TypeCodeDetails
errorinvalidRequestMissing or invalid Parameters
schema: $ref: '#/definitions/ErrorResponse' 401: description:
TypeCodeDetails
errorunAuthorizedA uthorization credentials are missing or invalid
schema: $ref: '#/definitions/ErrorResponse' 403: description:
TypeCodeDetailsMore Info
erroraccessNotConfiguredThe request operation is not configured to access this resourceChannel/Country/Business provided in the request is not supported currently
schema: $ref: '#/definitions/ErrorResponse' 404: description:
TypeCodeDetailsMore Info
errorresourceNotFoundThe requested resource was not foundEmpty resource/resource not found
schema: $ref: '#/definitions/ErrorResponse' 422: description:
TypeCodeDetails
errorbusinessValidatio nFailedBusiness validation error occured on one or more parameters
schema: $ref: '#/definitions/ErrorResponse' 500: description:
TypeCodeDetails
fatalserverUnavailableThe request failed due to an internal error/server unavailability
schema: $ref: '#/definitions/ErrorResponse' /v1/customers/incomes/wealth/retrieve: post: tags: - get-customer-source-of-wealth summary: API to GET Source Of Wealth information description: API to inquiry a customer SOW detail associated to a Client ID operationId: get-customer-source-of-wealth consumes: - application/json produces: - application/json parameters: - name: client_id in: header required: true type: string description: Client ID generated during application registration - name: Authorization in: header required: true type: string description: The Authorization Token received during login - name: Accept in: header required: true type: string description: Content-Types that are acceptable for the response - name: uuid in: header required: true type: string description: 128 bit UUID that you generate for every request - name: Accept-Language in: header required: false type: string description: List of acceptable human languages for response - name: Content-Type in: header required: true type: string description: Content-Types that are sent in the request - name: countryCode in: header required: true type: string description: Country code in 2 character ISO 3166 format - name: businesscode in: header required: true type: string description: Business code identified during application registration - name: ChannelId in: header required: true type: string description: Channel where request originated - name: sid in: header required: false type: string description: SessionId sent by Consumer - in: body name: GetSOWDetailsRequest description: Retrieve Customer's Source of Wealth required: true schema: $ref: '#/definitions/GetSOWDetailsRequestBody' responses: 200: description: Normal response schema: $ref: '#/definitions/SOWDetails' 204: description: The server successfully processed the request and is not returning any content 207: description: The server successfully processed the request, but is not returning any content. Unlike a 204 response, this response requires that the requester reset the document view 400: description:
TypeCodeDetails
errorinvalidRequestMissing or invalid Parameters
schema: $ref: '#/definitions/ErrorResponse' 401: description:
TypeCodeDetails
errorunAuthorizedA uthorization credentials are missing or invalid
schema: $ref: '#/definitions/ErrorResponse' 403: description:
TypeCodeDetailsMore Info
erroraccessNotConfiguredThe request operation is not configured to access this resourceChannel/Country/Business provided in the request is not supported currently
schema: $ref: '#/definitions/ErrorResponse' 404: description:
TypeCodeDetailsMore Info
errorresourceNotFoundThe requested resource was not foundEmpty resource/resource not found
schema: $ref: '#/definitions/ErrorResponse' 422: description:
TypeCodeDetails
errorbusinessValidatio nFailedBusiness validation error occured on one or more parameters
schema: $ref: '#/definitions/ErrorResponse' 500: description:
TypeCodeDetails
fatalserverUnavailableThe request failed due to an internal error/server unavailability
schema: $ref: '#/definitions/ErrorResponse' definitions: Income: type: object properties: incomeAmount: type: number description: Assets Under Management incomeSource: type: string maxLength: 20 description: Primary Source of Wealth Customer: type: object properties: customerId: type: string maxLength: 20 description: Client ID (Application ID) generated during application registration customerType: type: string maxLength: 15 description: INDIVIDUAL, CORPORATE, ALL firstName: type: string maxLength: 50 description: Customer First Name lastName: type: string maxLength: 50 description: Customer Last Name income: $ref: '#/definitions/Income' EmploymentDetails: type: object properties: accumulatedEquityPositionCurrencyCd: type: string maxLength: 3 description: Accumulated equity currency code accumulatedEquityPositionValue: type: number description: Accumulated equity value annualCompensation: type: number description: Annual compensation annualCompensationCurrencyCode: type: string maxLength: 3 description: Annual compensation currency customerType: type: string maxLength: 20 description: INDIVIDUAL, CORPORATE, ALL domicileCountry: type: string maxLength: 3 description: Country of incorporation employerName: type: string maxLength: 90 description: Employer's name industryTypeCode: type: array items: type: string maxLength: 20 description: Industry type sowCategoryId: type: string maxLength: 11 description: Sow parent category Id AddSOWDetailsRequestBody: type: object properties: addSOWDetailsRequest: $ref: '#/definitions/SOWDetails' EmploymentDetailsPS: type: object properties: annualCompensation: type: number description: Annual compensation annualCompensationCurrencyCode: type: string maxLength: 3 description: Annual compensation currency annualPensionPaymentAmount: type: number description: Annual pension payment amount annualPensionPaymentCurrencyCode: type: string maxLength: 3 description: Annual pension payment currency customerType: type: string maxLength: 20 description: INDIVIDUAL, CORPORATE, ALL domicileCountry: type: string maxLength: 3 description: Country of incorporation employerHeadquarterCountryCode: type: string maxLength: 3 description: Employer country of headquarters employerName: type: string maxLength: 90 description: Employer's name industryTypeCode: type: array items: type: string maxLength: 20 description: Industry type occupationCategory: type: string maxLength: 18 description: Occupation Category occupationSubCategory: type: string maxLength: 18 description: Occupation Sub Category pensionFlag: type: boolean description: Is the Client receiving any pension/retirement payment sowCategoryId: type: string maxLength: 11 description: Sow parent category Id BusinessOwnership: type: object properties: amountReceivedbyClientFromSale: type: number description: Sale Amount businessCalenderYear: type: string maxLength: 4 description: Start/Commencement Year of the Business businessName: type: string maxLength: 90 description: The Entity name businessValue: type: string maxLength: 20 description: Current business value businessValueCurrencyCode: type: string maxLength: 3 description: Current business value currency currencyOfAmountReceivedbyClientFromSale: type: string maxLength: 3 description: Currency of the amount received by client from sale customerType: type: string maxLength: 20 description: INDIVIDUAL, CORPORATE, ALL domicileCountry: type: string maxLength: 3 description: Country of incorporation industryTypeCode: type: array items: type: string maxLength: 20 description: Industry type inheritancePayer: type: array items: $ref: '#/definitions/InheritanceInfoBO' inheritedBusinessFlag: type: boolean description: Inherited Business? originalInvestmentAmount: type: number description: Initial investment Amount from user for Business originalInvestmentCurrencyCode: type: string maxLength: 3 description: Original investment currency code originalInvestmentSource: type: string maxLength: 8 description: Where the customer acquired fund for investing on business otherDetails: type: string maxLength: 150 description: Detailed description ownershipIncome: type: number description: Annual Personal Income from Business ownershipIncomeCurrencyCode: type: string maxLength: 3 description: Currency of Annual Personal Income ownershipPercentage: type: number description: Ownership percentage primaryContributorToSowFlag: type: boolean description: Primary Contributor to Source of Wealth primaryOperationCountry: type: array items: type: string maxLength: 3 description: Country of primary business operations publiclyTradedFlag: type: boolean description: Publicly Traded Business? sowCategoryId: type: string maxLength: 11 description: Sow parent category Id stockExchangeList: type: array items: type: string maxLength: 8 description: List of major stock exchanges aligned to the Business yearOfSale: type: string maxLength: 3 description: Year in which payment was received TrustFundCreator: type: object properties: businessOwnership: type: array items: $ref: '#/definitions/BusinessOwnershipInfo' creator: $ref: '#/definitions/GrantorAndCreator' customerType: type: string maxLength: 20 description: INDIVIDUAL, CORPORATE, ALL domicileCountry: type: string maxLength: 3 description: Country of incorporation employment: type: array items: $ref: '#/definitions/EmploymentInfo' legalName: type: string maxLength: 90 description: The Entity name otherDetails: type: string maxLength: 150 description: Other Details sourceOfWealthCreation: type: string maxLength: 50 description: 'Creator''s Source of Wealth ' sowCategoryId: type: string maxLength: 11 description: Sow parent category Id InheritanceInfoBO: type: object properties: currencyCode: type: string maxLength: 3 description: Country of incorporation customerType: type: string maxLength: 20 description: INDIVIDUAL, CORPORATE, ALL domicileCountry: type: string maxLength: 3 description: Country of incorporation giftAmount: type: number description: Value of Payment giftYear: type: string maxLength: 4 description: Year in which payment was received giftor: $ref: '#/definitions/GiftorAndCreator' legalName: type: string maxLength: 90 description: The Entity name sowCategoryId: type: string maxLength: 11 description: Sow parent category Id InheritancePayer: type: object properties: businessOwnership: type: array items: $ref: '#/definitions/BusinessOwnershipInfo' currencyCode: type: string maxLength: 3 description: Currency of the income from Inheritance customerType: type: string maxLength: 20 description: INDIVIDUAL, CORPORATE, ALL domicileCountry: type: string maxLength: 3 description: Country of incorporation employment: type: array items: $ref: '#/definitions/EmploymentInfo' giftAmount: type: number description: Value of Payment giftYear: type: string maxLength: 4 description: Year in which payment was received giftor: $ref: '#/definitions/GiftorAndCreator' inheritanceCreator: type: array items: $ref: '#/definitions/InheritanceCreator' legalName: type: string maxLength: 90 description: The is the Entity name otherDetails: type: string maxLength: 150 description: If Other Please Describe payerCreatedWealthFlag: type: boolean description: Flag to indicate if wealth creator sourceOfWealthCreation: type: string maxLength: 50 description: 'Creator''s Source of Wealth ' sowCategoryId: type: string maxLength: 11 description: Sow parent category Id wealthReputationFlag: type: boolean description: Are there any known reputational issues surrounding the inheritance wealthReputationIssueDetails: type: string maxLength: 150 description: Detailed description of reputational issues surrounding the inheritance LoanScholarshipDetails: type: object properties: currencyCode: type: string maxLength: 3 description: Currency of the income from Loan Scholarship customerType: type: string maxLength: 20 description: INDIVIDUAL, CORPORATE, ALL domicileCountry: type: string maxLength: 3 description: Country of incorporation firstName: type: string maxLength: 50 description: Customer First Name lastName: type: string maxLength: 50 description: Customer Last Name legalName: type: string maxLength: 90 description: The is the Entity name loanAmount: type: number description: It is the amount Value of Loan/Grant/Scholarship relationshipType: type: string maxLength: 20 description: Customer RelationshipType sowCategoryId: type: string maxLength: 11 description: Sow parent category Id TrustFundGrantor: type: object properties: businessOwnership: type: array items: $ref: '#/definitions/BusinessOwnershipInfo' customerType: type: string maxLength: 20 description: INDIVIDUAL, CORPORATE, ALL domicileCountry: type: string maxLength: 3 description: Country of incorporation employment: type: array items: $ref: '#/definitions/EmploymentInfo' grantor: $ref: '#/definitions/GiftorAndCreator' grantorCreatedWealthFlag: type: boolean description: is Grantor Created wealth legalName: type: string maxLength: 90 description: The Entity name otherDetails: type: string maxLength: 150 description: Other Details sourceOfWealthCreation: type: string maxLength: 50 description: 'Creator''s Source of Wealth ' sowCategoryId: type: string maxLength: 11 description: Sow parent category Id trustFundCreator: type: array items: $ref: '#/definitions/TrustFundCreator' trustReputationFlag: type: boolean description: Are there any reputation issues surrounding the Trust wealthReputationIssueDetails: type: string maxLength: 150 description: Detailed description of reputational issues surrounding the Trust LoanScholarshipDetailsPS: type: object properties: customerType: type: string maxLength: 20 description: INDIVIDUAL, CORPORATE, ALL firstName: type: string maxLength: 50 description: Customer First Name lastName: type: string maxLength: 50 description: Customer Last Name legalName: type: string maxLength: 90 description: The Entity name relationshipType: type: string maxLength: 20 description: Customer RelationshipType sowCategoryId: type: string maxLength: 11 description: Sow parent category Id PersonalRealEstatePS: type: object properties: customerType: type: string maxLength: 20 description: INDIVIDUAL, CORPORATE, ALL purchaseYear: type: string maxLength: 4 description: Purchase year realEstateSoldFlag: type: boolean description: Real state sold? rentalIncomeAmount: type: number description: Rental Income Amount rentalIncomeCurrencyCode: type: string maxLength: 3 description: Rental Income Currency rentalIncomeFlag: type: boolean description: Rental Income Flag saleAmount: type: number description: Sale Amount saleCurrencyCode: type: string maxLength: 3 description: Sale Amount Currency sowCategoryId: type: string maxLength: 11 description: Sow parent category Id Employment: type: object properties: accumulatedEquityPositionCurrencyCd: type: string maxLength: 3 description: Accumulated equity currency code accumulatedEquityPositionValue: type: number description: Accumulated equity value annualCompensation: type: number description: Annual compensation annualCompensationCurrencyCode: type: string description: Annual compensation currency annualPensionPaymentAmount: type: number description: Annual pension payment amount annualPensionPaymentCurrencyCode: type: string maxLength: 3 description: Annual pension payment currency currentlyEmployedFlag: type: boolean description: Currently employed? customerType: type: string maxLength: 20 description: INDIVIDUAL, CORPORATE, ALL domicileCountry: type: string maxLength: 3 description: Country of incorporation employerBusinessActivity: type: string maxLength: 300 description: Brief overview of main business activity of the company employerHeadquarterCountryCode: type: string maxLength: 3 description: Country of Incorporation employerName: type: string maxLength: 50 description: Employer's name employmentEndYear: type: integer format: int32 description: Employment end year employmentStartYear: type: integer format: int32 description: Employment start year industryTypeCode: type: array items: type: string maxLength: 20 description: Industry type occupationCategory: type: string maxLength: 18 description: Occupation Category occupationSubCategory: type: string maxLength: 18 description: Occupation Sub Category pensionFlag: type: boolean description: Is the Client receiving any pension/retirement payment primaryContributorToSowFlag: type: boolean description: Flag to indicate primary contribuitor of sow sowCategoryId: type: string maxLength: 11 description: Sow parent category Id InheritanceCreator: type: object properties: businessOwnership: type: array items: $ref: '#/definitions/BusinessOwnershipInfo' creator: $ref: '#/definitions/GiftorAndCreator' customerType: type: string maxLength: 20 description: INDIVIDUAL, CORPORATE, ALL domicileCountry: type: string maxLength: 3 description: Country of incorporation employment: type: array items: $ref: '#/definitions/EmploymentInfo' legalName: type: string maxLength: 90 description: The Entity name otherDetails: description: IF Other Please Describe type: string maxLength: 150 sourceOfWealthCreation: type: string maxLength: 50 description: 'Creator''s Source of Wealth ' sowCategoryId: type: string maxLength: 11 description: Sow parent category Id GetSOWDetailsRequestBody: type: object properties: getSOWDetailsRequest: $ref: '#/definitions/GetSOWDetailsRequest' GetSOWDetailsRequest: type: object properties: agentId: type: string description: Last updated user maxLength: 10 clientId: type: string maxLength: 20 description: Client ID (Application ID) generated during application registration businessOwnership: type: array items: $ref: '#/definitions/BusinessOwnership' BusinessOwnershipInfo: type: object properties: businessName: type: string maxLength: 90 description: The Entity name customerType: type: string maxLength: 20 description: INDIVIDUAL, CORPORATE, ALL industryTypeCode: type: array items: type: string maxLength: 20 description: Industry type sowCategoryId: type: string maxLength: 11 description: Sow parent category Id UpdateSOWDetailsRequestBody: type: object properties: updateSOWDetailsRequest: $ref: '#/definitions/SOWDetails' GovernmentSupport: type: object properties: customerType: type: string maxLength: 20 description: INDIVIDUAL, CORPORATE, ALL govIncomeCurrencyCode: type: string maxLength: 3 description: Currency of the income from Government Support governmentAgencyCountryCode: type: string maxLength: 3 description: Country of Government Agency sowCategoryId: type: string maxLength: 11 description: Sow parent category Id yearlyGovSupportIncome: type: number description: Yearly Income from Government Support GrantorAndCreator: type: object properties: firstName: type: string maxLength: 50 description: Giftor an creator's first name lastName: type: string maxLength: 50 description: Giftor an creator's last name relationshipType: type: string maxLength: 20 description: Giftor an creator's relationship type SOWDetails: type: object properties: agentId: description: Last updated user type: string maxLength: 10 customer: $ref: '#/definitions/Customer' applicationId: type: string maxLength: 20 description: Denotes the source application from where the request is originated accesToken: type: string maxLength: 500 description: Token used for verifying the calling application queryTime: type: string maxLength: 40 description: Date and Time occupationDetails: type: array items: $ref: '#/definitions/OccupationDetails' employment: type: array items: $ref: '#/definitions/Employment' selfEmployment: type: array items: $ref: '#/definitions/SelfEmployment' businessOwnership: type: array items: $ref: '#/definitions/BusinessOwnership' governmentSupport: type: array items: $ref: '#/definitions/GovernmentSupport' loanScholarshipDetails: type: array items: $ref: '#/definitions/LoanScholarshipDetails' inheritance: type: array items: $ref: '#/definitions/InheritancePayer' investment: type: array items: $ref: '#/definitions/Investment' realEstate: type: array items: $ref: '#/definitions/PersonalRealEstate' trustFund: type: array items: $ref: '#/definitions/TrustFund' partnerSupport: type: array items: $ref: '#/definitions/PartnerSupport' SelfEmploymentPS: type: object properties: businessOperationsCountryCode: type: array items: type: string maxLength: 3 description: Country of primary business operations customerType: type: string maxLength: 20 description: INDIVIDUAL, CORPORATE, ALL industryTypeCode: type: array items: type: string maxLength: 20 description: Industry type occupationCategory: type: string maxLength: 18 description: Occupation Category occupationSubCategory: type: string maxLength: 18 description: Occupation Sub Category selfEmploymentAnnualIncome: type: number description: Approx Annual Amount Received selfEmploymentIncomeCurrencyCd: type: string maxLength: 3 description: Currency of Annual Income sowCategoryId: type: string maxLength: 11 description: Sow parent category Id BusinessOwnershipPS: type: object properties: businessName: type: string maxLength: 90 description: The Entity name customerType: type: string maxLength: 20 description: INDIVIDUAL, CORPORATE, ALL domicileCountry: type: string maxLength: 3 description: Country of incorporation industryTypeCode: type: array items: type: string maxLength: 20 description: Industry type ownershipIncome: type: number description: Annual Personal Income from Business ownershipIncomeCurrencyCode: type: string maxLength: 3 description: Currency of Annual Personal Income primaryOperationCountry: type: array items: type: string maxLength: 3 description: Country of primary business operations sowCategoryId: type: string maxLength: 11 description: Sow parent category Id TrustFundGrantorPS: type: object properties: customerType: type: string maxLength: 20 description: INDIVIDUAL, CORPORATE, ALL domicileCountry: type: string maxLength: 3 description: Country of incorporation grantor: $ref: '#/definitions/GiftorAndCreator' legalName: type: string maxLength: 90 description: The Entity name sowCategoryId: type: string maxLength: 11 description: Sow parent category Id OwnerDetails: type: object properties: countryOfCitizenship: type: array items: type: string dateOfBirth: type: string domicileCountry: type: string firstName: type: string fundsProvider: type: array items: type: string lastName: type: string ownerRole: type: array items: type: string ownerType: type: string ownershipPercentage: type: number TrustFund: type: object properties: sowCategoryId: type: string maxLength: 11 description: Sow parent category Id trustCreationAmount: type: number description: Original Value Of Trust trustCreationCurrencyCode: type: string maxLength: 3 description: Original Value Of Trust Currency trustFundGrantor: type: array items: $ref: '#/definitions/TrustFundGrantor' SelfEmployed: type: object properties: businessOperationsCountryCode: type: array items: type: string maxLength: 3 description: Country of primary business operations industryTypeCode: type: array items: type: string maxLength: 20 description: Industry type occupationCategory: type: string maxLength: 18 description: Occupation Category occupationSubCategory: type: string maxLength: 3 description: Occupation Sub Category primaryContributorToSowFlag: type: boolean description: Flag to indicate primary contribuitor of sow PersonalRealEstate: type: object properties: businessOwnership: type: array items: $ref: '#/definitions/BusinessOwnershipDetail' employment: type: array items: $ref: '#/definitions/EmploymentDetails' evaluationAmount: type: number evaluationAmountCurrencyCode: type: string inheritancePayer: type: array items: $ref: '#/definitions/InheritanceInfo' purchaseAmount: type: number description: Purchase Amount purchaseCurrencyCode: type: string maxLength: 3 description: Purchase Amount Currency purchaseYear: type: string maxLength: 4 description: Purchase year realEstateSoldFlag: type: boolean description: Real state sold? rentalIncomeAmount: type: number description: Rental Income Amount rentalIncomeCurrencyCode: type: string maxLength: 3 description: Rental Income Currency rentalIncomeFlag: type: boolean description: Rental Income Flag saleAmount: type: number description: Sale Amount saleCurrencyCode: type: string maxLength: 3 description: Sale Amount Currency sourceOfInvestment: type: array items: type: string maxLength: 90 description: Identify the source(s) of wealth for investment portfolio and personal real estate sowCategoryId: type: string maxLength: 11 description: Sow parent category Id valueEvent: type: string maxLength: 150 description: Describe any significant event leading to increase or decrease of investment value GiftorAndCreator: type: object properties: firstName: type: string maxLength: 50 description: Giftor an creator's first name lastName: type: string maxLength: 50 description: Giftor an creator's first name relationshipType: type: string maxLength: 20 description: Giftor an creator's relationship Employed: type: object properties: domicileCountry: type: string maxLength: 3 description: Country of Incorporation employerName: type: string maxLength: 90 description: Employer's name industryTypeCode: type: array items: type: string maxLength: 20 description: Industry type of the employeer occupationCategory: type: string maxLength: 18 description: Occupation Category occupationSubCategory: type: string maxLength: 18 description: Occupation Sub Category primaryContributorToSowFlag: type: boolean description: Flag to indicate primary contribuitor of sow BusinessOwnershipDetail: type: object properties: businessName: type: string maxLength: 90 description: Name of Wealth creator's business customerType: type: string maxLength: 20 description: INDIVIDUAL, CORPORATE, ALL domicileCountry: type: string maxLength: 3 description: Country of incorporation industryTypeCode: type: array items: type: string maxLength: 20 description: Industry type ownershipPercentage: type: number description: Client's ownership percentage sowCategoryId: type: string maxLength: 11 description: Sow parent category Id InheritanceInfo: type: object properties: currencyCode: type: string maxLength: 3 description: Inheritance Currency customerType: type: string maxLength: 20 description: INDIVIDUAL, CORPORATE, ALL domicileCountry: type: string maxLength: 3 description: Country of incorporation giftAmount: type: number description: Approx Annual Amount Received giftor: $ref: '#/definitions/GiftorAndCreator' legalName: type: string maxLength: 90 description: The Entity name sowCategoryId: type: string maxLength: 11 description: Sow parent category Id SOWDetailsResponse: type: object properties: clientId: type: string maxLength: 20 description: Client ID (Application ID) generated during application registration applicationId: type: string maxLength: 20 description: Denotes the source application from where the request is originated status: type: string maxLength: 20 description: Existing client status on S16 InvestmentPS: type: object properties: businessOwnershipFlag: type: boolean description: Does the client own investment? currentInvestmentAmount: type: number description: Current investment amount currentInvestmentCurrencyCode: type: string maxLength: 3 description: Current investment currency customerType: type: string maxLength: 11 description: INDIVIDUAL, CORPORATE, ALL investmentSaleAmount: type: number description: Value of Investment as time of Sale investmentSaleCurrencyCode: type: string maxLength: 3 description: Currency of value of investment at time of sale investmentStartDate: type: string maxLength: 40 description: Start Year of Investment sowCategoryId: type: string maxLength: 11 description: Sow parent category Id PartnerSupport: type: object properties: sowCategoryId: type: string maxLength: 11 description: Sow parent category Id customerType: type: string maxLength: 20 description: INDIVIDUAL, CORPORATE, ALL fullName: type: string maxLength: 180 description: Partner's full name relationshipType: type: string maxLength: 20 description: Partner relationship annualSupportAmount: type: number description: Approx Annual Amount Received currencyCode: type: string maxLength: 3 description: Currency of the income from Partner Support beneficialOwner: type: array items: $ref: '#/definitions/BeneficialOwner' beneficialOwnerSourceofIncome: type: array items: type: string maxLength: 15 description: The sow of spouse/partner if they are earning through Business businessOwnership: type: array items: $ref: '#/definitions/BusinessOwnershipPS' employment: type: array items: $ref: '#/definitions/EmploymentDetailsPS' selfEmployment: type: array items: $ref: '#/definitions/SelfEmploymentPS' inheritance: type: array items: $ref: '#/definitions/InheritanceInfo' investment: type: array items: $ref: '#/definitions/InvestmentPS' realEstate: type: array items: $ref: '#/definitions/PersonalRealEstatePS' trustFund: type: array items: $ref: '#/definitions/TrustFundPS' loanScholarshipDetails: type: array items: $ref: '#/definitions/LoanScholarshipDetailsPS' TrustFundPS: type: object properties: sowCategoryId: type: string maxLength: 11 description: Sow parent category Id trustCreationAmount: type: number description: Original Value Of Trust trustCreationCurrencyCode: type: string maxLength: 3 description: Original Value Of Trust Currency trustFundGrantor: type: array items: $ref: '#/definitions/TrustFundGrantorPS' OccupationDetails: type: object properties: occupationStatus: type: string description: Current Occupation Status employed: type: array items: $ref: '#/definitions/Employed' businessOwner: type: array items: $ref: '#/definitions/BusinessOwner' selfEmployed: type: array items: $ref: '#/definitions/SelfEmployed' BeneficialOwner: type: object properties: customerType: type: string maxLength: 20 description: INDIVIDUAL, CORPORATE, ALL ownerDetails: $ref: '#/definitions/OwnerDetails' sowCategoryId: type: string maxLength: 11 description: Sow parent category Id SelfEmployment: type: object properties: activityOverview: type: string maxLength: 150 description: Brief Overview of self-employment activity businessOperationsCountryCode: type: array items: type: string maxLength: 3 description: Country of primary business operations businessStartYear: type: integer format: int32 description: Business start year customerType: type: string maxLength: 20 description: INDIVIDUAL, CORPORATE, ALL industryTypeCode: type: array items: type: string maxLength: 20 description: Industry type occupationCategory: type: string maxLength: 18 description: Occupation Category occupationSubCategory: type: string maxLength: 18 description: Occupation Sub Category primaryContributorToSowFlag: type: boolean description: Flag to indicate primary contribuitor of sow selfEmploymentAnnualIncome: type: number description: Annual Personal income from self-employment selfEmploymentIncomeCurrencyCd: type: string maxLength: 3 description: Annual Personal income currency sowCategoryId: type: string maxLength: 11 description: Sow parent category Id BusinessOwner: type: object properties: businessName: type: string maxLength: 90 description: Name of Wealth creator's business domicileCountry: type: string maxLength: 3 description: Country of Incorporation industryTypeCode: type: array items: type: string maxLength: 20 description: Industry type primaryContributorToSowFlag: type: boolean description: Flag to indicate primary contribuitor of sow primaryOperationCountry: type: array items: type: string maxLength: 3 description: Country of Incorporation EmploymentInfo: type: object properties: customerType: type: string maxLength: 20 description: INDIVIDUAL, CORPORATE, ALL employerName: type: string maxLength: 90 description: Employer's name industryTypeCode: type: array items: type: string maxLength: 20 description: Industry type sowCategoryId: type: string maxLength: 11 description: Sow parent category Id Investment: type: object properties: businessOwnership: type: array items: $ref: '#/definitions/BusinessOwnershipDetail' businessOwnershipFlag: type: boolean description: Does the client own investment? currentInvestmentAmount: type: number description: Current investment amount currentInvestmentCurrencyCode: type: string maxLength: 3 description: Current investment currency employment: type: array items: $ref: '#/definitions/EmploymentDetails' inheritancePayer: type: array items: $ref: '#/definitions/InheritanceInfo' investmentSaleAmount: type: number description: Value of Investment as time of Sale investmentSaleCurrencyCode: type: string maxLength: 3 description: Currency of value of investment at time of sale investmentStartDate: type: string maxLength: 40 description: Start Year of Investment originalInvestmentAmount: type: number description: Initial investment Amount from user for Business originalInvestmentCurrencyCode: type: string maxLength: 3 description: Original investment currency code significantInvestmentHistory: type: string maxLength: 150 description: History / milestones of Source of Wealth sourceOfInvestment: type: array items: type: string maxLength: 90 description: Identify the source(s) of wealth for investment portfolio and personal real estate sowCategoryId: type: string maxLength: 11 description: Sow parent category Id ErrorResponse: properties: type: type: string description: Invalid - Request did not confirm to the specification and was unprocessed and rejected. Please fix the value and try again enum: - error - warn - invalid - fatal code: description: Error code which qualifies the error type: string details: description: Human readable explanation specific to the occurrence of the problem type: string location: description: The name of the field that resulted in the error type: string moreInfo: description: More Info can be used to pass any additional details type: string uuid: description: 128 bit UUID that you generate for every request type: string timestamp: description: Timestamp of the error type: string required: - type - code x-ibm-configuration: enforced: true testable: true phase: realized consumes: - application/json securityDefinitions: OAuth2 Application Flow: type: oauth2 description: "" flow: application scopes: /api/v1: "" tokenUrl: https://perf.api.externalapib2b.wlb.lac.nsroot.net:7100/mx-gcgapi/perfext/api/v1/oauth/token Client ID: type: apiKey description: "" in: header name: X-IBM-Client-Id security: - OAuth2 Application Flow: - /api/v1 Client ID: [] x-ibm-endpoints: - endpointUrl: https://perf.api.externalapib2b.wlb.lac.nsroot.net:7100/mx-gcgapi/perfext type: - production - development ...