NaviPlan Fact Finder

The NaviPlan Fact Finder API provides you with the capability to capture your client's demographic information, current financial status and goals. The Fact Finder API allows you to get and manage demographic and financial data of your client.Fact

Current Version: 1.0.0

Publisher: Toro Cloud

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The Finder API allows you to:

Manage accounts and retreive account types by specified country or ID
Submit a Fact Finder data to an external system for its consumption and use
Manage critical insurance policies and retreive critical insurance type by specified country or ID
Manage defined benefit pensions
Manage demographics
Manage disability policies and retreive disability insurance policies by specified country or ID
Manage educational goals
Manage expenses and retreive expenses types by specified country or ID
Retreive and update Fact Finder Modules
Manage Fact Finders
Rereive Fact Finder Service Information
Retreive filing status types by specified country or ID
Retreive frequency types by specified country or ID
Manage incomes and retreive income types by specified country or ID
Manage liabilities and retreive liability types by specified country or ID
Manage life insurance policies and retreive life insurance policy types by specifies country or ID
Manage lifestyle assets and retreive life style asset types by specified country or ID
Mange long term care insurance policies
Manage major purchase goals and retreive major purchase goal types by specified country or ID
Retreive presentations of accounts, assets, demographics (relationships, owners), incomes, liabilities, life insurance policies, pesions
Mange real estate assets
Manage retirement goals
Retreive states and provoinces by country or ID

Categories:

API Schema

Compatibility:

Martini

Resources:

Documentation

License:

Master Subscription Agreement

API Specification: Swagger 2.x

Schema Source: TORO Docs to OpenAPI

Tags: fact finder, data management

	Version	API Reference Version	Compatibility	Date added	Summary
	1.0.0	---	---	2018-11-16

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