---
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:
Type | Code | Details |
error | invalidRequest | Missing or invalid Parameters |
schema:
$ref: '#/definitions/ErrorResponse'
401:
description: Type | Code | Details |
error | unAuthorized | A
uthorization credentials are missing or invalid |
schema:
$ref: '#/definitions/ErrorResponse'
403:
description: Type | Code | Details | More
Info |
error | accessNotConfigured | The request
operation is not configured to access this resource | Channel/Country/Business
provided in the request is not supported currently |
schema:
$ref: '#/definitions/ErrorResponse'
404:
description: Type | Code | Details | More
Info |
error | resourceNotFound | The requested
resource was not found | Empty resource/resource not found |
schema:
$ref: '#/definitions/ErrorResponse'
422:
description: Type | Code | Details |
error | businessValidatio
nFailed | Business validation error occured on one or more parameters |
schema:
$ref: '#/definitions/ErrorResponse'
500:
description: Type | Code | Details |
fatal | serverUnavailable | The
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: Type | Code | Details |
error | invalidRequest | Missing or invalid Parameters |
schema:
$ref: '#/definitions/ErrorResponse'
401:
description: Type | Code | Details |
error | unAuthorized | A
uthorization credentials are missing or invalid |
schema:
$ref: '#/definitions/ErrorResponse'
403:
description: Type | Code | Details | More
Info |
error | accessNotConfigured | The request
operation is not configured to access this resource | Channel/Country/Business
provided in the request is not supported currently |
schema:
$ref: '#/definitions/ErrorResponse'
404:
description: Type | Code | Details | More
Info |
error | resourceNotFound | The requested
resource was not found | Empty resource/resource not found |
schema:
$ref: '#/definitions/ErrorResponse'
422:
description: Type | Code | Details |
error | businessValidatio
nFailed | Business validation error occured on one or more parameters |
schema:
$ref: '#/definitions/ErrorResponse'
500:
description: Type | Code | Details |
fatal | serverUnavailable | The
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: Type | Code | Details |
error | invalidRequest | Missing or invalid Parameters |
schema:
$ref: '#/definitions/ErrorResponse'
401:
description: Type | Code | Details |
error | unAuthorized | A
uthorization credentials are missing or invalid |
schema:
$ref: '#/definitions/ErrorResponse'
403:
description: Type | Code | Details | More
Info |
error | accessNotConfigured | The request
operation is not configured to access this resource | Channel/Country/Business
provided in the request is not supported currently |
schema:
$ref: '#/definitions/ErrorResponse'
404:
description: Type | Code | Details | More
Info |
error | resourceNotFound | The requested
resource was not found | Empty resource/resource not found |
schema:
$ref: '#/definitions/ErrorResponse'
422:
description: Type | Code | Details |
error | businessValidatio
nFailed | Business validation error occured on one or more parameters |
schema:
$ref: '#/definitions/ErrorResponse'
500:
description: Type | Code | Details |
fatal | serverUnavailable | The
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
...