Accountant Portal
Recommendations

Add an accountant-authored recommendation for an assigned customer

post/accountant/companies/{customerId}/recommendations

Request

  • Base URL: https://api.medianfi.com/api/v1
  • URL: https://api.medianfi.com/api/v1/accountant/companies/{customerId}/recommendations
  • Auth: HTTP bearer

Request body

priority'HIGH' | 'MEDIUM' required
categorystring required
titlestring required
summarystring required
detailsobject
actionstring
investmentCentsinteger
expectedAnnualReturnCentsinteger
currencystring required

Accepted case-insensitively and normalized to uppercase by the server.

timeframestring
confidencePctnumber
dataSourcestring

Response

Recommendation created

successboolean

Changes

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