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Schema
Checked 11h ago · Updated 1w ago
Details
Filter operations
AdvisorAlertPreferences
2
get
Returns a list of alert preferences for an advisor
post
Creates/updates an alert preference for an advisor
AdvisorAvailabilities
3
get
Gets availabilities for an advisor
post
Creates an availability for an advisor
delete
Deletes availability for an advisor
Advisors
13
get
Returns an advisor
put
Updates an existing advisor
put
Assigns advisor from holding area to a holding company
get
Returns an advisor by the portal id if there is a default user
get
Returns an advisor id by the portal id if there is a default user
get
/v1/Advisors/authorized
get
Returns a list of active advisors for an FMO for search list
put
Grants or Revokes an Agents App Access from their affiliation to Ascentium, GA, GAB, GI, GLB or GS. Intended only for use by PHP and Home Office integration. Used when someone affiliates with a one of the companies passed in via the Body of the request.
get
Returns a list of authorized Portal users with data for the logged-in portal user
get
Returns a list of gradient advisors with a count of active vaults and total active vaults
get
Returns the advisor that is coded with this portal Id with extra information related to agent Holding company and Fmo
get
Returns the advisor with company and fmo details
put
/Advisors/changePortalUserAgent
AdvisorUserInvitations
1
get
Returns a list of user invitations the advisor has access to.
Agencies
2
get
Returns an agency
put
Updates an agency
AgencyImages
3
get
Gets a profile picture for an advisor
post
Creates a profile picture for an advisor
get
Returns logo for an agency
ApplicationOutputs
2
get
Returns the application output with paging
post
Creates a new Application Output record
Applications
3
get
Returns the list of tracked applications
get
Returns the list of identity applications
get
Returns the details on the specified application
ASBAgencyUsers
4
post
Converts an ASB agency user to an agency user
patch
Deactivates an ASB agency user
patch
/v1/ASBAgencyUsers/{agencyUserId}/activate
patch
/v1/ASBAgencyUsers/{agencyUserId}
Assets
2
get
Returns a list of Assets by Owners
get
Returns a list of Assets by Owners for Case Central
Branding
13
get
/v1/Fmos/{fmoId}/Branding
get
/v1/Users/{portalId}/Branding
get
/v1/Agencies/{agencyId}/Branding
get
/v1/Advisors/{advisorId}/Branding
get
/v1/People/{personId}/Branding
get
/v1/Branding/Search
post
/v1/Fmos
get
/v1/Branding/TermsAndCondition/History/{fmoId}/{resourceId}/{page}/{pageSize}
get
/v1/Branding/GetFmoOrDefaultPublishDate/{fmoId}
get
/v1/Branding/GetFmoOrDefaultTermsConditions/{fmoId}
post
/v1/Branding/SaveUserResourceHistoryAcceptance
get
/v1/Branding/GetFmoResourceAcceptance/{resourceHistoryId}
get
/v1/Branding/GetTermsAndConditionsById/{resourceHistoryId}
CaseCentralToKonnexMeData
1
post
Converts Case Central's Consumer Details into InsuranceAccounts, InvestmentAccounts, Assets, Liabilities, Incomes, PersonSocialSecurity, and PersonRetirement data. ///
Ceres
1
get
/v1/Ceres/npn
ClientReviewReport
3
get
Fetches ClientReviewReport and related tables linked to report ID
patch
Updates ClientReviewReport with ConsumerFileId
get
Gets list of client review reports linked to consumer id
CRS
1
post
/v1/users/{userId}/CRS
EmailClientStatusUpdate
1
post
/v1/Advisors/PortalAlerts/EmailClientStatusUpdate
ExternalFmoAgencyUsers
4
post
Converts an External FMO agency user to an agency user
patch
Deactivates an External FMO agency user
patch
Activates an External FMO agency user
patch
Updates an External FMO agency user
Files
6
get
/v1/Files/all/consumer/{consumerId}/{agentId}
post
/v1/Files/upload/consumer
post
/v1/Files/copy/consumer/vault/file
post
/v1/Files/copy/consumer/file
post
/v1/Files/update/consumer/file
get
/v1/Files/GetLink/{userId}
FireLight
4
get
/v1/FireLight/Vendors
get
/v1/FireLight/Vendors/{vendorId}/Products
get
Returns an advisor's FirelightIdentifier
get
Return the configuration values for the FMO
Fmos
2
get
/v1/Fmos
get
/v1/Fmos/GetFmoDetailsByUserId
Folders
9
get
/v1/Folders/linked/{consumerId}
get
/v1/Folders/activity/{consumerId}
get
/v1/Folders/group/{consumerId}
get
/v1/Folders/insurance/{consumerId}
get
/v1/Folders/investment/{consumerId}
get
/v1/Folders/mortgage/{consumerId}
get
/v1/Folders/tax/{consumerId}
post
/v1/Folders/consumer
post
/v1/Folders/setupFolders
GDrive
29
get
Returns the list of parent companies from GDrive
get
Returns the list of companies under a parent company from GDrive
get
Returns the list of teams tied to a company from GDrive
get
Returns the list of agents tied to a company from GDrive
get
Returns the list of agents tied to a company from GDrive
get
Returns the list of agents tied to a team from GDrive
get
Returns the list of asb agents from GDrive
get
Returns the list of agents tied to a team from GDrive
get
Returns the list of agents tied to a team from GDrive
get
Returns the list of phone numbers of an agent
get
Returns the list of agents tied to a firm from GDrive
get
Returns the list of parent firms from GDrive
get
Returns the list of child firms from GDrive
get
Returns the list of child firms from GDrive, given a parent firm
get
Returns the list of marketers on a team
get
Returns the list of marketers in a company
get
Returns a Company ID from gDrive, given a Firm ID
get
Returns a list of agent IDs viewable by a marketer
get
Returns a list of agent IDs viewable by a marketer
get
Returns a GDrive person
get
/v1/GDrive/person/lookup
get
Returns user data from gDrive as it relates to Luma
post
/v1/GDrive/fspSearch
get
/v1/GDrive/person/{portalId}/office-people
get
/v1/GDrive/dashboard/{portalId}
get
/v1/GDrive/person/npn
post
/v1/GDrive/person/sync-va
get
/v1/GDrive/person/{portalId}/prizm
get
/v1/GDrive/person/{vaId}/prizm/vaId
Incomes
1
get
Returns a list of Incomes by Owners
InsuranceAccounts
2
get
Returns a list of Insurance Accounts by Owners
get
Returns a list of Insurance Accounts by Owners
InternalMigration
6
post
Creates the basic migration record.
post
Cancels a migration.
post
Resumes a migration.
get
Returns the status of the specified migration.
get
Returns the list of active transfers
get
Returns the detail page data for the current transfer.
InvestmentAccounts
2
get
Returns a list of Investment Accounts by Owners
get
Returns a list of Investment Accounts by Owners
Leads
6
get
Get list of leads from FMO or Holding Company
get
/v1/Leads/User/{portalId}
get
/v1/Leads/PrizmMatch/{leadId}/{portalId}
post
/v1/Leads/SendToPrizm/{portalId}
delete
/v1/Leads/DeleteLead/{leadId}/{portalId}
put
Marks a lead as processed. If mergeIntoPersonId is provided, the lead is treated as having been merged into that existing person record instead of becoming a new one.
Liabilities
1
get
Returns a list of Assets by Owners
People
9
get
Runs the stored procedure for calculating a person's net worth values.
get
Returns a person
get
Returns a list of people for an agent
get
Returns a list of people for a portal user based on default agent
get
Returns a list of weighted filtered people for an agent
get
Get marriage details
get
Returns a list of weighted filtered people for an agent
get
Get Spouse Relationship Details
get
Get the most recent COMRA Score and answers for a given person. Will return scores where personId is listed as either the primary person or the spouse.
PeopleFTK
3
put
Updates a Person record and its Disciplines and DisciplineAgents
post
Creates a new Person record with Disciplines and DisciplineAgents
put
Creates or updates a Person Relationship record
PersonElectronicContacts
1
post
/v1/People/{personId}/ElectronicContacts
PersonEmailAddresses
2
get
Returns a person's emails
post
Creates or Updates an email for a person
PersonInformationRequests
1
get
Returns a list of an agents person information requests
PersonMerge
1
post
/api/PersonMerge
PersonNotes
1
post
Creates a note for a person
PersonPhoneNumbers
1
post
/v1/People/{personId}/PhoneNumbers
PersonPhysicalAddresses
1
post
/v1/People/{personId}/PhysicalAddresses
PersonSocialSecurity
2
get
Returns single Social Security data by PersonId
put
Creates or Updates a single Social Security
Registration
6
get
Returns the user invitation that corresponds with the invite code
post
Creates a new Portal User and KonnexMe User
post
/v1/Registration/CreatePortalUserWithoutConfirmation
put
Updates an existing Portal User from HQ
put
Updates an existing Portal User from HQ
post
Sends Email to Portal User from GDrive to either verify their email or complete the registration
SalesForce
16
post
/v1/SalesForce/vaultImpersonate
post
Create/Update a consumer record from Salesforce
post
/v1/SalesForce/BulkPersonAccounts
post
Create/Update a financial account from Salesforce
post
/v1/SalesForce/BulkFinancialAccounts
post
/v1/SalesForce/comra
get
/v1/SalesForce/documents/all/{userId}/{objectid}/{type}
get
/v1/SalesForce/documents/download/{userId}/{fileId}/{type}
post
/v1/SalesForce/documents/upload
post
/v1/SalesForce/documents/copy
post
/v1/SalesForce/documents/update
post
/v1/SalesForce/documents/move
post
/v1/SalesForce/documents/folder/create
post
/v1/SalesForce/documents/folder/update
post
/v1/SalesForce/documents/markasread
get
/v1/SalesForce/VaultLogo/{consumerId}
TalkDesk
5
post
Used by Talk Desk to sync People to their system as Contacts
post
Used by Talk Desk to sync Agents to their system
post
Used by Talk Desk to sync People to their system as Contacts
post
Used by Talk Desk to add call interaction notes to a persons notes.
post
Used by Azure Logic App to stage user data for Talk Desk Contact Retrieval
TextNotificationConsumers
2
get
Returns consumers for a text notification history
get
Returns consumers for a text notification history by consumer id
TextNotificationHistories
2
get
Returns a list of text notification histories for an advisor
get
Returns a text notification history
UserEmails
3
get
Returns a user email for a portal user
post
Creates a user email for a portal user
get
Returns a list of User Email for a list of portal users
UserRoles
1
get
Get portal user by ID from Portal search query
Users
13
get
Get portal user by ID or search term from Portal search query
get
Get portal user by ID or search term from Portal search query
get
Get Users by First Name in EmailClient Impersonation
get
Returns a list of portal applications
get
Returns a list of user permissions for the current user
get
Returns a list of user permissions
post
Creates or updates a user
delete
Soft deletes a user
get
Get two factor code by user id
get
Get authorized users
get
Returns a list of authorized Portal users with data for the logged-in portal user
post
Saves user Portal Customization options
get
Get all Investment, Insurance that the given portal user can view for Orion connection
VaultUser
1
patch
Updates parameters associated with a vault user
VaultUser2FA
9
get
Returns the 2FA code object with the latest expiry associated w/ input user
get
Returns the 2FA methods associated w/ input user
delete
Removes 2FA contact methods associated with input user
get
Returns the 2FA status associated w/ input user
post
Creates a saved 2FA contact method associated with input user
post
Creates a 2FA code associated to a 2FA contact method associated with input user
delete
Delete 2FA method associated with methodId
patch
Updates a 2FA contact method with input data associated with input user
patch
Marks the specified 2FA code as verified
VaultUserPermissions
1
get
Returns a list of permissions that a person has for the Client Portal (Vault)
Zapier
1
post
/v1/Zapier/createCDW
AdvisorAlertPreferences
Returns a list of alert preferences for an advisor
get
/v1/Advisors/{advisorId}/AlertPreferences
Path parameters
advisorId
integer
required
Response
The alert preferences for an advisor
AdaptekApiApplicationAdvisorAlertPreferencesQueriesGetAdvisorAlertPreferencesResponse[]
required
advisorAlertPreferences
AdaptekApiApplicationAdvisorAlertPreferencesAdvisorAlertPreferenceDto[]
nullable
Changes