CHchipprofessionals
ConsumerMatchingCriteria

Update consumer matching criteria (PATCH alias)

patch/api/matching-criteria/consumer/{consumer}

Request

  • Base URL
    https://api.chipprofessionals.com
  • Auth
    HTTP bearer

Path parameters

consumerinteger required

Request body

idinteger

id

user_idinteger nullable required

user_id

age_range_idinteger nullable

age_range_id

investment_practice_size_idinteger nullable

investment_practice_size_id

has_dependentsboolean nullable required

has_dependents

is_business_ownerboolean nullable required

is_business_owner

has_financial_plannerboolean nullable required

has_financial_planner

preferred_languagesstring[] nullable required

preferred_languages

prefers_local_professionalstring nullable

prefers_local_professional

average_client_net_worth_idstring nullable required

average_client_net_worth_id

net_worthstring nullable required

net_worth

household_incomestring nullable required

household_income

investment_amountstring nullable required

investment_amount

specific_professionalsinteger[] nullable required

specific_professionals

investment_minimumstring nullable required

investment_minimum

works_virtuallyboolean nullable required

works_virtually

is_taking_new_clientsboolean nullable required

is_taking_new_clients

is_fee_onlyboolean nullable required

is_fee_only

is_insurance_licensedboolean nullable required

is_insurance_licensed

years_of_experienceinteger nullable

years_of_experience

created_atstring date-time nullable

created_at

updated_atstring date-time nullable

updated_at

Response

Consumer matching criteria updated

successboolean
messagestring
dataunknown

Example response

{
  "success": true,
  "message": "Operation completed successfully"
}

Changes

No recorded changes to this operation across all 1 revision of this API.