Send Investor Registry Data
Introduction
This feature aims to inform us of the registry data that will compose the registry analysis of an investor.
fund_class) — step skippedFund classes do not send net worth. It is calculated automatically from the CVM public data when the analysis is submitted for validation, and the submit does not require the net_worth block for that subtype. Skip this step.
Input / Output:
The registry data changes according to the data passed in the Create investor step. Below are examples of what data should be sent for each variation.
As output, an investor_key and an investor_analysis_key will be delivered. The investor_analysis_key is used to identify the updated registry analysis. The investor_key is used to identify the investor to which the registry analysis belongs.
Request
/investor_registry/investor/{investor_key}/investor_analysis/{investor_analysis_key}/net_worthPUT202Example
{
"investor_category": "retail",
"total_net_worth": 0,
"total_financial_applications": 0,
"monthly_income": 0,
"other_incomes": 0,
"real_estate": 0,
"movable_assets": 0,
"resource_origin": "Possuo herança familiar"
}
Body params
| Field | Type | Description | Required |
|---|---|---|---|
total_net_worth | number | Total net worth (>= 0) | Yes |
total_financial_applications | number | Total in financial applications (>= 0) | Yes |
monthly_income | number | Monthly income or revenue (>= 0) | Yes |
other_incomes | number | Other monthly incomes (>= 0) | Yes |
real_estate | number | Net worth in real estate (>= 0) | Yes |
movable_assets | number | Net worth in movable assets (>= 0) | Yes |
investor_category | string | Investor Category enumerator | Yes |
resource_origin | string | Origin of the resources (up to 255 characters) | No |
Investor Category
| Enumerator | Description |
|---|---|
retail | Retail |
qualified | Qualified |
professional | Professional |
Response
The updated registration analysis is returned in the response body. For the complete format, see Query information of an investor registration analysis.