Send Investor Registry Data

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Introduction

This feature aims to inform us of the registry data that will compose the registry analysis of an investor.

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

ENDPOINT

/investor_registry/v2/investor/{investor_key}/investor_analysis/{investor_analysis_key}/net_worth

METHOD

PUT

STATUS

202

Example

Request Body

{
    "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	Characters	Required
total_net_worth	float	Total net worth	-	Yes
total_financial_applications	float	Total in financial applications	-	Yes
monthly_income	float	Monthly salary or revenue of the investor	-	Yes
real_estate	float	Total net worth in real estate	-	Yes
movable_assets	float	Total net worth in movable assets	-	Yes
other_incomes	float	Other monthly incomes	-	Yes
resource_origin	string	Origin of resources (if necessary)	-	Yes
investor_category	enumerator	Self-declared qualification of the investor	-	Yes

Investor Category

Enumerator	Description
retail	Retail
qualified	Qualified
professional	Professional

Response

Response Body

{
    "investor_key": "UUID",
    "investor_analysis_key": "UUID"
}