Adviser

Client Exceptions

Transactions flagged for adviser review.

category_totals suffices, deliberately: an exception is a prompt to look at something, and withholding it from a category-totals adviser would mean the client's own consent level decided whether their adviser noticed a duplicate charge. The flags name the merchant and amount, which is the minimum that makes them actionable.

get/api/adviser/clients/{user_id}/exceptions

Request

  • Base URL: https://api.earmarkiq.app (the document declares no server; this is the origin it was published from)
  • URL: https://api.earmarkiq.app/api/adviser/clients/{user_id}/exceptions
  • Auth: HTTP bearer

Path parameters

user_idstring uuid required

Query parameters

monthsinteger

Response

Successful Response

user_idstring required
client_labelstring required
period_startstring date required
period_endstring date required
pending_countinteger required

Changes

No recorded changes to this operation across all 2 revisions of this API.