Send Suitability

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Introduction

This resource records the investor's suitability profile in the registration analysis.

In external distribution you send the profile, not the answers

Unlike the other surfaces, the external distribution integration does not answer the suitability questionnaire through the API — there is no form endpoint and no numbered answers are sent. You apply the suitability in your own channel and only report the result here: conservative, moderate or bold.

Available on

Profile	Host
Distributor	distributor-api

Base URL for each host: Environments (Hosts).

Request

ENDPOINT

/investor_registry/investor/{investor_key}/investor_analysis/{investor_analysis_key}/suitability

METHOD

PUT

STATUS

202

Request body

Request Body

{
   "profile": "bold"
}

Body params

Field	Type	Description	Required
profile	string	Profile enumerator	Yes

profile is the only accepted field. Any other property in the body is rejected with QIT000001.

Profile

Enumerator	Description
conservative	Conservative
moderate	Moderate
bold	Bold
not_applicable	Suitability does not apply to this investor — see Suitability not applicable

Response

The response returns the analysis registration data already updated, with the suitability object filled in:

Response Body

{
  "natural_person": { "...": "..." },
  "address": { "...": "..." },
  "net_worth": { "...": "..." },
  "suitability": {
    "profile": "bold"
  }
}

---

When sending is required

Investor	Suitability
Natural person	Required — without it the submit fails with IVR000150
Legal entity classified as retail	Required — without it the submit fails with IVR000133
Legal entity qualified or professional	Optional — simply do not call this endpoint

Suitability not applicable

When suitability does not apply to the investor, send profile: "not_applicable" on this same endpoint:

Request Body

{
   "profile": "not_applicable"
}

The analysis then records suitability: {"profile": "not_applicable"}.

not_applicable is exclusive to external distribution

This value is only accepted from external distribution integrations. On QI Tech's internal surfaces the declaration is rejected with IVR000244.

Sending can be repeated while the analysis is in pending_registry_data — the last profile sent replaces the previous one.

Errors

Status	Code	When it happens
400	IVR000018	The analysis is not in pending_registry_data (it has already been sent or closed)
400	QIT000001	profile missing, outside the enumerator, or body with an extra property
404	IVR000008	Investor not found for the credentials used
400	IVR000271	Non-resident investor without profile: not_applicable
400	IVR000133	(at submit) retail legal entity without suitability
400	IVR000150	(at submit) natural person without suitability

Authentication, permission and host errors: see API Errors.