Appendix
Query Language
Supported Diagnostics Runs
For the list of all the diagnostic runs and their description go to the Diagnostics Types.
Timestep Data Properties
Below is the list of all supported timestep data properties
General Properties
| General Properties |
|---|
| GP@PRIMARY_AGE |
| GP@PARTNER_AGE |
| GP@cash |
| GP@WGOV |
| GP@UKIG |
| GP@EHYB |
| GP@DWEQ |
| GP@EMEQ |
| GP@COMM |
| GP@REAL |
| GP@ALTS |
| GP@annualCPI |
| GP@primaryAlive |
| GP@partnerAlive |
| GP@eitherAlive |
| GP@PRIMARY_HEALTH_STATUS |
| GP@PARTNER_HEALTH_STATUS |
| GP@cumulativeEquityReturn |
| GP@notionalNumberOfShares |
| GP@notionalAverageCostPerShare |
| GP@primaryCapitalGainsFromEquitiesSold |
| GP@primaryCapitalGainsFromPropertiesSold |
| GP@partnerCapitalGainsFromEquitiesSold |
| GP@partnerCapitalGainsFromPropertiesSold |
| GP@PRIMARY_PRIVATE_PENSION_DRAWDOWN |
| GP@PRIMARY_LIFETIME_PRIVATE_PENSION_DRAWDOWN |
| GP@PARTNER_PRIVATE_PENSION_DRAWDOWN |
| GP@PARTNER_LIFETIME_PRIVATE_PENSION_DRAWDOWN |
| GP@PRIMARY_INCOME_TAX |
| GP@PARTNER_INCOME_TAX |
| GP@PRIMARY_SOCIAL_SECURITY_TAX |
| GP@PARTNER_SOCIAL_SECURITY_TAX |
| GP@PRIMARY_LOCAL_TAX |
| GP@PARTNER_LOCAL_TAX |
| GP@PRIMARY_PENSION_DRAWDOWN_TAX |
| GP@PRIMARY_PENSION_DRAWDOWN_EXCESS_TAX |
| GP@PARTNER_PENSION_DRAWDOWN_TAX |
| GP@PARTNER_PENSION_DRAWDOWN_EXCESS_TAX |
Income Statement
| Income Statement |
|---|
| IS@INCOME_EARNED_PRIMARY@CASH_MOVEMENTS |
| IS@INCOME_EARNED_PRIMARY@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@INCOME_EARNED_PRIMARY@NET_CASH_FLOW |
| IS@INCOME_EARNED_PARTNER@CASH_MOVEMENTS |
| IS@INCOME_EARNED_PARTNER@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@INCOME_EARNED_PARTNER@NET_CASH_FLOW |
| IS@INCOME_EARNED@CASH_MOVEMENTS |
| IS@INCOME_EARNED@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@INCOME_EARNED@NET_CASH_FLOW |
| IS@INCOME_EMPLOYER_PENSION_CONTRIBUTION_PRIMARY@CASH_MOVEMENTS |
| IS@INCOME_EMPLOYER_PENSION_CONTRIBUTION_PRIMARY@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@INCOME_EMPLOYER_PENSION_CONTRIBUTION_PRIMARY@NET_CASH_FLOW |
| IS@INCOME_EMPLOYER_PENSION_CONTRIBUTION_PARTNER@CASH_MOVEMENTS |
| IS@INCOME_EMPLOYER_PENSION_CONTRIBUTION_PARTNER@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@INCOME_EMPLOYER_PENSION_CONTRIBUTION_PARTNER@NET_CASH_FLOW |
| IS@INCOME_EMPLOYER_PENSION_CONTRIBUTION@CASH_MOVEMENTS |
| IS@INCOME_EMPLOYER_PENSION_CONTRIBUTION@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@INCOME_EMPLOYER_PENSION_CONTRIBUTION@NET_CASH_FLOW |
| IS@INCOME_UNEARNED_RENT_PRIMARY@CASH_MOVEMENTS |
| IS@INCOME_UNEARNED_RENT_PRIMARY@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@INCOME_UNEARNED_RENT_PRIMARY@NET_CASH_FLOW |
| IS@INCOME_UNEARNED_RENT_PARTNER@CASH_MOVEMENTS |
| IS@INCOME_UNEARNED_RENT_PARTNER@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@INCOME_UNEARNED_RENT_PARTNER@NET_CASH_FLOW |
| IS@INCOME_UNEARNED_PRIVATE_PENSION_PRIMARY@CASH_MOVEMENTS |
| IS@INCOME_UNEARNED_PRIVATE_PENSION_PRIMARY@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@INCOME_UNEARNED_PRIVATE_PENSION_PRIMARY@NET_CASH_FLOW |
| IS@INCOME_UNEARNED_PRIVATE_PENSION_PARTNER@CASH_MOVEMENTS |
| IS@INCOME_UNEARNED_PRIVATE_PENSION_PARTNER@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@INCOME_UNEARNED_PRIVATE_PENSION_PARTNER@NET_CASH_FLOW |
| IS@INCOME_UNEARNED_STATE_PENSION_PRIMARY@CASH_MOVEMENTS |
| IS@INCOME_UNEARNED_STATE_PENSION_PRIMARY@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@INCOME_UNEARNED_STATE_PENSION_PRIMARY@NET_CASH_FLOW |
| IS@INCOME_UNEARNED_STATE_PENSION_PARTNER@CASH_MOVEMENTS |
| IS@INCOME_UNEARNED_STATE_PENSION_PARTNER@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@INCOME_UNEARNED_STATE_PENSION_PARTNER@NET_CASH_FLOW |
| IS@INCOME_UNEARNED_OTHER_PRIMARY@CASH_MOVEMENTS |
| IS@INCOME_UNEARNED_OTHER_PRIMARY@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@INCOME_UNEARNED_OTHER_PRIMARY@NET_CASH_FLOW |
| IS@INCOME_UNEARNED_OTHER_PARTNER@CASH_MOVEMENTS |
| IS@INCOME_UNEARNED_OTHER_PARTNER@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@INCOME_UNEARNED_OTHER_PARTNER@NET_CASH_FLOW |
| IS@INCOME_UNEARNED_INSURANCE_PAYOUT@CASH_MOVEMENTS |
| IS@INCOME_UNEARNED_INSURANCE_PAYOUT@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@INCOME_UNEARNED_INSURANCE_PAYOUT@NET_CASH_FLOW |
| IS@INCOME_UNEARNED@CASH_MOVEMENTS |
| IS@INCOME_UNEARNED@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@INCOME_UNEARNED@NET_CASH_FLOW |
| IS@INCOME_SAVINGS_AND_INVESTMENTS_PRIMARY@CASH_MOVEMENTS |
| IS@INCOME_SAVINGS_AND_INVESTMENTS_PRIMARY@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@INCOME_SAVINGS_AND_INVESTMENTS_PRIMARY@NET_CASH_FLOW |
| IS@INCOME_SAVINGS_AND_INVESTMENTS_PARTNER@CASH_MOVEMENTS |
| IS@INCOME_SAVINGS_AND_INVESTMENTS_PARTNER@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@INCOME_SAVINGS_AND_INVESTMENTS_PARTNER@NET_CASH_FLOW |
| IS@INCOME_SAVINGS_AND_INVESTMENTS@CASH_MOVEMENTS |
| IS@INCOME_SAVINGS_AND_INVESTMENTS@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@INCOME_SAVINGS_AND_INVESTMENTS@NET_CASH_FLOW |
| IS@INCOME_UNREALISED_SAVINGS_AND_INVESTMENTS_PRIMARY@CASH_MOVEMENTS |
| IS@INCOME_UNREALISED_SAVINGS_AND_INVESTMENTS_PRIMARY@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@INCOME_UNREALISED_SAVINGS_AND_INVESTMENTS_PRIMARY@NET_CASH_FLOW |
| IS@INCOME_UNREALISED_SAVINGS_AND_INVESTMENTS_PARTNER@CASH_MOVEMENTS |
| IS@INCOME_UNREALISED_SAVINGS_AND_INVESTMENTS_PARTNER@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@INCOME_UNREALISED_SAVINGS_AND_INVESTMENTS_PARTNER@NET_CASH_FLOW |
| IS@INCOME_UNREALISED_TAX_ADVANTAGED_PRIMARY@CASH_MOVEMENTS |
| IS@INCOME_UNREALISED_TAX_ADVANTAGED_PRIMARY@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@INCOME_UNREALISED_TAX_ADVANTAGED_PRIMARY@NET_CASH_FLOW |
| IS@INCOME_UNREALISED_TAX_ADVANTAGED_PARTNER@CASH_MOVEMENTS |
| IS@INCOME_UNREALISED_TAX_ADVANTAGED_PARTNER@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@INCOME_UNREALISED_TAX_ADVANTAGED_PARTNER@NET_CASH_FLOW |
| IS@INCOME_UNREALISED_PENSION_FUND_PRIMARY@CASH_MOVEMENTS |
| IS@INCOME_UNREALISED_PENSION_FUND_PRIMARY@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@INCOME_UNREALISED_PENSION_FUND_PRIMARY@NET_CASH_FLOW |
| IS@INCOME_UNREALISED_PENSION_FUND_PARTNER@CASH_MOVEMENTS |
| IS@INCOME_UNREALISED_PENSION_FUND_PARTNER@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@INCOME_UNREALISED_PENSION_FUND_PARTNER@NET_CASH_FLOW |
| IS@INCOME_UNREALISED@CASH_MOVEMENTS |
| IS@INCOME_UNREALISED@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@INCOME_UNREALISED@NET_CASH_FLOW |
| IS@INCOME@CASH_MOVEMENTS |
| IS@INCOME@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@INCOME@NET_CASH_FLOW |
| IS@EXPENSE_NON_DISCRECTIONARY_INCOME_TAX_PRIMARY@CASH_MOVEMENTS |
| IS@EXPENSE_NON_DISCRECTIONARY_INCOME_TAX_PRIMARY@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@EXPENSE_NON_DISCRECTIONARY_INCOME_TAX_PRIMARY@NET_CASH_FLOW |
| IS@EXPENSE_NON_DISCRECTIONARY_INCOME_TAX_PARTNER@CASH_MOVEMENTS |
| IS@EXPENSE_NON_DISCRECTIONARY_INCOME_TAX_PARTNER@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@EXPENSE_NON_DISCRECTIONARY_INCOME_TAX_PARTNER@NET_CASH_FLOW |
| IS@EXPENSE_NON_DISCRECTIONARY_INCOME_TAX_ON_DRAWDOWN_PRIMARY@CASH_MOVEMENTS |
| IS@EXPENSE_NON_DISCRECTIONARY_INCOME_TAX_ON_DRAWDOWN_PRIMARY@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@EXPENSE_NON_DISCRECTIONARY_INCOME_TAX_ON_DRAWDOWN_PRIMARY@NET_CASH_FLOW |
| IS@EXPENSE_NON_DISCRECTIONARY_INCOME_TAX_ON_DRAWDOWN_PARTNER@CASH_MOVEMENTS |
| IS@EXPENSE_NON_DISCRECTIONARY_INCOME_TAX_ON_DRAWDOWN_PARTNER@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@EXPENSE_NON_DISCRECTIONARY_INCOME_TAX_ON_DRAWDOWN_PARTNER@NET_CASH_FLOW |
| IS@EXPENSE_NON_DISCRECTIONARY_CAPITAL_GAINS_TAX_PRIMARY@CASH_MOVEMENTS |
| IS@EXPENSE_NON_DISCRECTIONARY_CAPITAL_GAINS_TAX_PRIMARY@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@EXPENSE_NON_DISCRECTIONARY_CAPITAL_GAINS_TAX_PRIMARY@NET_CASH_FLOW |
| IS@EXPENSE_NON_DISCRECTIONARY_CAPITAL_GAINS_TAX_PARTNER@CASH_MOVEMENTS |
| IS@EXPENSE_NON_DISCRECTIONARY_CAPITAL_GAINS_TAX_PARTNER@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@EXPENSE_NON_DISCRECTIONARY_CAPITAL_GAINS_TAX_PARTNER@NET_CASH_FLOW |
| IS@EXPENSE_NON_DISCRECTIONARY_OTHER_PRIMARY@CASH_MOVEMENTS |
| IS@EXPENSE_NON_DISCRECTIONARY_OTHER_PRIMARY@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@EXPENSE_NON_DISCRECTIONARY_OTHER_PRIMARY@NET_CASH_FLOW |
| IS@EXPENSE_NON_DISCRECTIONARY_OTHER_PARTNER@CASH_MOVEMENTS |
| IS@EXPENSE_NON_DISCRECTIONARY_OTHER_PARTNER@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@EXPENSE_NON_DISCRECTIONARY_OTHER_PARTNER@NET_CASH_FLOW |
| IS@EXPENSE_NON_DISCRECTIONARY_LIVING@CASH_MOVEMENTS |
| IS@EXPENSE_NON_DISCRECTIONARY_LIVING@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@EXPENSE_NON_DISCRECTIONARY_LIVING@NET_CASH_FLOW |
| IS@EXPENSE_NON_DISCRECTIONARY_PERSONAL@CASH_MOVEMENTS |
| IS@EXPENSE_NON_DISCRECTIONARY_PERSONAL@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@EXPENSE_NON_DISCRECTIONARY_PERSONAL@NET_CASH_FLOW |
| IS@EXPENSE_NON_DISCRECTIONARY_RENT@CASH_MOVEMENTS |
| IS@EXPENSE_NON_DISCRECTIONARY_RENT@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@EXPENSE_NON_DISCRECTIONARY_RENT@NET_CASH_FLOW |
| IS@EXPENSE_NON_DISCRECTIONARY_EMPLOYEE_PENSION_CONTRIBUTION_PRIMARY@CASH_MOVEMENTS |
| IS@EXPENSE_NON_DISCRECTIONARY_EMPLOYEE_PENSION_CONTRIBUTION_PRIMARY@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@EXPENSE_NON_DISCRECTIONARY_EMPLOYEE_PENSION_CONTRIBUTION_PRIMARY@NET_CASH_FLOW |
| IS@EXPENSE_NON_DISCRECTIONARY_EMPLOYEE_PENSION_CONTRIBUTION_PARTNER@CASH_MOVEMENTS |
| IS@EXPENSE_NON_DISCRECTIONARY_EMPLOYEE_PENSION_CONTRIBUTION_PARTNER@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@EXPENSE_NON_DISCRECTIONARY_EMPLOYEE_PENSION_CONTRIBUTION_PARTNER@NET_CASH_FLOW |
| IS@EXPENSE_NON_DISCRECTIONARY_EMPLOYEE_PENSION_CONTRIBUTION@CASH_MOVEMENTS |
| IS@EXPENSE_NON_DISCRECTIONARY_EMPLOYEE_PENSION_CONTRIBUTION@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@EXPENSE_NON_DISCRECTIONARY_EMPLOYEE_PENSION_CONTRIBUTION@NET_CASH_FLOW |
| IS@EXPENSE_NON_DISCRECTIONARY_PORTFOLIO_CONTRIBUTION_PRIMARY@CASH_MOVEMENTS |
| IS@EXPENSE_NON_DISCRECTIONARY_PORTFOLIO_CONTRIBUTION_PRIMARY@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@EXPENSE_NON_DISCRECTIONARY_PORTFOLIO_CONTRIBUTION_PRIMARY@NET_CASH_FLOW |
| IS@EXPENSE_NON_DISCRECTIONARY_PORTFOLIO_CONTRIBUTION_PARTNER@CASH_MOVEMENTS |
| IS@EXPENSE_NON_DISCRECTIONARY_PORTFOLIO_CONTRIBUTION_PARTNER@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@EXPENSE_NON_DISCRECTIONARY_PORTFOLIO_CONTRIBUTION_PARTNER@NET_CASH_FLOW |
| IS@EXPENSE_NON_DISCRECTIONARY_PORTFOLIO_CONTRIBUTION@CASH_MOVEMENTS |
| IS@EXPENSE_NON_DISCRECTIONARY_PORTFOLIO_CONTRIBUTION@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@EXPENSE_NON_DISCRECTIONARY_PORTFOLIO_CONTRIBUTION@NET_CASH_FLOW |
| IS@EXPENSE_NON_DISCRECTIONARY_MORTGAGE_PAYMENT_INTEREST_PRIMARY@CASH_MOVEMENTS |
| IS@EXPENSE_NON_DISCRECTIONARY_MORTGAGE_PAYMENT_INTEREST_PRIMARY@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@EXPENSE_NON_DISCRECTIONARY_MORTGAGE_PAYMENT_INTEREST_PRIMARY@NET_CASH_FLOW |
| IS@EXPENSE_NON_DISCRECTIONARY_MORTGAGE_PAYMENT_INTEREST_PARTNER@CASH_MOVEMENTS |
| IS@EXPENSE_NON_DISCRECTIONARY_MORTGAGE_PAYMENT_INTEREST_PARTNER@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@EXPENSE_NON_DISCRECTIONARY_MORTGAGE_PAYMENT_INTEREST_PARTNER@NET_CASH_FLOW |
| IS@EXPENSE_NON_DISCRECTIONARY_MORTGAGE_PAYMENT_INTEREST@CASH_MOVEMENTS |
| IS@EXPENSE_NON_DISCRECTIONARY_MORTGAGE_PAYMENT_INTEREST@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@EXPENSE_NON_DISCRECTIONARY_MORTGAGE_PAYMENT_INTEREST@NET_CASH_FLOW |
| IS@EXPENSE_NON_DISCRECTIONARY_MORTGAGE_PAYMENT_PRINCIPAL_PRIMARY@CASH_MOVEMENTS |
| IS@EXPENSE_NON_DISCRECTIONARY_MORTGAGE_PAYMENT_PRINCIPAL_PRIMARY@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@EXPENSE_NON_DISCRECTIONARY_MORTGAGE_PAYMENT_PRINCIPAL_PRIMARY@NET_CASH_FLOW |
| IS@EXPENSE_NON_DISCRECTIONARY_MORTGAGE_PAYMENT_PRINCIPAL_PARTNER@CASH_MOVEMENTS |
| IS@EXPENSE_NON_DISCRECTIONARY_MORTGAGE_PAYMENT_PRINCIPAL_PARTNER@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@EXPENSE_NON_DISCRECTIONARY_MORTGAGE_PAYMENT_PRINCIPAL_PARTNER@NET_CASH_FLOW |
| IS@EXPENSE_NON_DISCRECTIONARY_MORTGAGE_PAYMENT_PRINCIPAL@CASH_MOVEMENTS |
| IS@EXPENSE_NON_DISCRECTIONARY_MORTGAGE_PAYMENT_PRINCIPAL@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@EXPENSE_NON_DISCRECTIONARY_MORTGAGE_PAYMENT_PRINCIPAL@NET_CASH_FLOW |
| IS@EXPENSE_NON_DISCRECTIONARY_MORTGAGE_PAYMENT@CASH_MOVEMENTS |
| IS@EXPENSE_NON_DISCRECTIONARY_MORTGAGE_PAYMENT@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@EXPENSE_NON_DISCRECTIONARY_MORTGAGE_PAYMENT@NET_CASH_FLOW |
| IS@EXPENSE_NON_DISCRECTIONARY_MORTGAGE_PAYMENT_OTHER_INTEREST@CASH_MOVEMENTS |
| IS@EXPENSE_NON_DISCRECTIONARY_MORTGAGE_PAYMENT_OTHER_INTEREST@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@EXPENSE_NON_DISCRECTIONARY_MORTGAGE_PAYMENT_OTHER_INTEREST@NET_CASH_FLOW |
| IS@EXPENSE_NON_DISCRECTIONARY_OTHER_LOAN_PAYMENT_INTEREST@CASH_MOVEMENTS |
| IS@EXPENSE_NON_DISCRECTIONARY_OTHER_LOAN_PAYMENT_INTEREST@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@EXPENSE_NON_DISCRECTIONARY_OTHER_LOAN_PAYMENT_INTEREST@NET_CASH_FLOW |
| IS@EXPENSE_NON_DISCRECTIONARY_OTHER_LOAN_PAYMENT_PRINCIPAL@CASH_MOVEMENTS |
| IS@EXPENSE_NON_DISCRECTIONARY_OTHER_LOAN_PAYMENT_PRINCIPAL@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@EXPENSE_NON_DISCRECTIONARY_OTHER_LOAN_PAYMENT_PRINCIPAL@NET_CASH_FLOW |
| IS@EXPENSE_NON_DISCRECTIONARY_OTHER_LOAN_PAYMENTS@CASH_MOVEMENTS |
| IS@EXPENSE_NON_DISCRECTIONARY_OTHER_LOAN_PAYMENTS@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@EXPENSE_NON_DISCRECTIONARY_OTHER_LOAN_PAYMENTS@NET_CASH_FLOW |
| IS@EXPENSE_NON_DISCRECTIONARY_INSURANCE_PREMIUMS_PRIMARY@CASH_MOVEMENTS |
| IS@EXPENSE_NON_DISCRECTIONARY_INSURANCE_PREMIUMS_PRIMARY@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@EXPENSE_NON_DISCRECTIONARY_INSURANCE_PREMIUMS_PRIMARY@NET_CASH_FLOW |
| IS@EXPENSE_NON_DISCRECTIONARY_INSURANCE_PREMIUMS_PARTNER@CASH_MOVEMENTS |
| IS@EXPENSE_NON_DISCRECTIONARY_INSURANCE_PREMIUMS_PARTNER@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@EXPENSE_NON_DISCRECTIONARY_INSURANCE_PREMIUMS_PARTNER@NET_CASH_FLOW |
| IS@EXPENSE_NON_DISCRECTIONARY_TOP_PRIORITY_GOALS_FUNDING@CASH_MOVEMENTS |
| IS@EXPENSE_NON_DISCRECTIONARY_TOP_PRIORITY_GOALS_FUNDING@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@EXPENSE_NON_DISCRECTIONARY_TOP_PRIORITY_GOALS_FUNDING@NET_CASH_FLOW |
| IS@TOTAL_EXPENSE_NON_DISCRECTIONARY@CASH_MOVEMENTS |
| IS@TOTAL_EXPENSE_NON_DISCRECTIONARY@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@TOTAL_EXPENSE_NON_DISCRECTIONARY@NET_CASH_FLOW |
| IS@TOTAL_NET_INCOME_AFTER_EXPENSE_NON_DISCRECTIONARY@CASH_MOVEMENTS |
| IS@TOTAL_NET_INCOME_AFTER_EXPENSE_NON_DISCRECTIONARY@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@TOTAL_NET_INCOME_AFTER_EXPENSE_NON_DISCRECTIONARY@NET_CASH_FLOW |
| IS@EXPENSE_DISCRECTIONARY_LIVING@CASH_MOVEMENTS |
| IS@EXPENSE_DISCRECTIONARY_LIVING@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@EXPENSE_DISCRECTIONARY_LIVING@NET_CASH_FLOW |
| IS@EXPENSE_DISCRECTIONARY_GOAL_RELATED@CASH_MOVEMENTS |
| IS@EXPENSE_DISCRECTIONARY_GOAL_RELATED@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@EXPENSE_DISCRECTIONARY_GOAL_RELATED@NET_CASH_FLOW |
| IS@TOTAL_EXPENSE_DISCRECTIONARY@CASH_MOVEMENTS |
| IS@TOTAL_EXPENSE_DISCRECTIONARY@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@TOTAL_EXPENSE_DISCRECTIONARY@NET_CASH_FLOW |
| IS@TOTAL_NET_INCOME_AFTER_EXPENSE_ALL@CASH_MOVEMENTS |
| IS@TOTAL_NET_INCOME_AFTER_EXPENSE_ALL@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@TOTAL_NET_INCOME_AFTER_EXPENSE_ALL@NET_CASH_FLOW |
| IS@CASH_FUNDING_WITHDRAWAL_FROM_ASSETS@CASH_MOVEMENTS |
| IS@CASH_FUNDING_WITHDRAWAL_FROM_ASSETS@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@CASH_FUNDING_WITHDRAWAL_FROM_ASSETS@NET_CASH_FLOW |
| IS@CASH_FUNDING_WITHDRAWAL_FROM_LOANS@CASH_MOVEMENTS |
| IS@CASH_FUNDING_WITHDRAWAL_FROM_LOANS@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@CASH_FUNDING_WITHDRAWAL_FROM_LOANS@NET_CASH_FLOW |
| IS@CASH_FUNDING_PROPERTY_SALE@CASH_MOVEMENTS |
| IS@CASH_FUNDING_PROPERTY_SALE@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@CASH_FUNDING_PROPERTY_SALE@NET_CASH_FLOW |
| IS@TOTAL_CHANGE_IN_NET_WEALTH@CASH_MOVEMENTS |
| IS@TOTAL_CHANGE_IN_NET_WEALTH@CHANGE_IN_ACCRUALS_LIABILITIES_AND_WITHDRAWALS |
| IS@TOTAL_CHANGE_IN_NET_WEALTH@NET_CASH_FLOW |
Balance Sheet
| Balance Sheet |
|---|
| BS@ASSETS_CASH_PRIMARY@SAVINGS_AND_INVESTMENTS |
| BS@ASSETS_CASH_PRIMARY@TAX_ADVANTAGED |
| BS@ASSETS_CASH_PRIMARY@PENSION |
| BS@ASSETS_CASH_PRIMARY@INSURANCE |
| BS@ASSETS_CASH_PRIMARY@EMERGENCY_FUND |
| BS@ASSETS_CASH_PRIMARY@SAVING_FOR_GOALS |
| BS@ASSETS_CASH_PRIMARY@PHYSICAL_ASSETS |
| BS@ASSETS_CASH_PRIMARY@PROPERTY |
| BS@ASSETS_CASH_PRIMARY@TOTAL |
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| BS@TOTAL_LIABILITIES@TOTAL |
| BS@AVAILABLE_NET_WORTH@SAVINGS_AND_INVESTMENTS |
| BS@AVAILABLE_NET_WORTH@TAX_ADVANTAGED |
| BS@AVAILABLE_NET_WORTH@PENSION |
| BS@AVAILABLE_NET_WORTH@INSURANCE |
| BS@AVAILABLE_NET_WORTH@EMERGENCY_FUND |
| BS@AVAILABLE_NET_WORTH@SAVING_FOR_GOALS |
| BS@AVAILABLE_NET_WORTH@PHYSICAL_ASSETS |
| BS@AVAILABLE_NET_WORTH@PROPERTY |
| BS@AVAILABLE_NET_WORTH@TOTAL |
| BS@NET_WORTH@SAVINGS_AND_INVESTMENTS |
| BS@NET_WORTH@TAX_ADVANTAGED |
| BS@NET_WORTH@PENSION |
| BS@NET_WORTH@INSURANCE |
| BS@NET_WORTH@EMERGENCY_FUND |
| BS@NET_WORTH@SAVING_FOR_GOALS |
| BS@NET_WORTH@PHYSICAL_ASSETS |
| BS@NET_WORTH@PROPERTY |
| BS@NET_WORTH@TOTAL |
Tax Wrapper Types
| Type | Description |
|---|---|
| GENERAL | General |
| TAX_ADVANTAGED | Tax advantaged |
| PENSION | Pension |
Frequencies
| Frequency | Description |
|---|---|
| ONE_OFF | Non recurring, happens once |
| DAILY | Recurring daily |
| WEEKLY | Recurring weekly |
| MONTHLY | Recurring monthly |
| QUARTERLY | Recurring quarterly |
| ANNUALLY | Recurring annually |
Genders
| Gender | Observation |
|---|---|
| UNSPECIFIED | Longevity and mortality will be defaulted to the value set by each client |
| MALE | |
| FEMALE | |
| TRANS_MALE | |
| TRANS_FEMALE | |
| OTHER_MALE | |
| OTHER_FEMALE | |
| OTHER |
Marital Status
| Marital Status |
|---|
| UNSPECIFIED |
| SINGLE |
| ENGAGED |
| MARRIED |
| WIDOWED |
| SEPARATED |
| DIVORCED |
| IN_A_RELATIONSHIP |
| IN_A_CIVIL_UNION |
| IN_A_DOMESTIC_PARTNERSHIP |
Health Status
Each health status has a relevant corresponding value to them
| Health Status | Value |
|---|---|
| CRITICALY_ILL | 0 |
| ILL | 1 |
| LONG_TERM_CARE | 2 |
| DISABLED | 3 |
| POOR | 4 |
| SMOKER | 5 |
| AVERAGE | 6 |
| GOOD | 7 |
| EXCELLENT | 8 |
Job Types
| Job Types |
|---|
| UNEMPLOYED |
| SEDENTARY |
| ACTIVE |
| PHYSICAL |
Goal Types
| Goal Type | Description |
|---|---|
| RETIREMENT | Retirement Goal type |
| BUY_A_CAR | Buy A Car Goal type |
| BUY_A_HOUSE | Buy A House Goal type |
| BUY_TO_LET | Buy To Let Goal type |
| ELIMINATE_DEBT | Eliminate Debt Goal type |
| GET_MARRIED | Get Married Goal type |
| GO_TO_SCHOOL | Go To School Goal type |
| HAVE_A_CHILD | Have A Child Goal type |
| TRAVEL | Travel Goal type |
| SABBATICAL | Sabbatical Goal type |
| MOVE_OUT | Move Out Goal type |
| USER_DEFINED | User Defined Goal type |
| RECURRING_USER_DEFINED | Recurring User Defined Goal Type |
| RELOCATE | Relocate Goal Type |
| INVEST_IN_A_BUSINESS | Invest In A Business Goal Type |
Error Types
The following error types are used in case of exceptions
| Error Type | Description |
|---|---|
| VALIDATION | The payload is not valid. The result contains details of invalid input |
| BAD_REQUEST | The request sent to the server was not understood. This is not a validation error. |
| METHOD_NOT_ALLOWED | The end-point doesn't allow the tried method (GET, POST, PUT, DELETE, HEAD) |
| UNSUPPORTED_MEDIA_TYPE | The media type of the payload is not supported. Usually it's application/json |
| INTERNAL | A serious internal server error occurred on our end. We were notified. Retrying the request won't solve the problem. |
Diagnostics Types
Diagnosing a goal consists of different scenarios being executed with certain attributes of the household changed, and measuring impact of those changes on the diagnosed goal's achievability score.
The following diagnostic types are supported.
| Diagnostic | Test |
|---|---|
| EXPENSE_LIVING_EXPENSES_DECREASE Decreases the living expenses. | |
| EXPENSE_RENT_VS_MORTGAGE_ON_RESIDENTIAL_PROPERTY | Checks if the household would be better of renting instead of repaying a mortgage. |
| EXPENSE_MORTGAGE_ON_RESIDENTIAL_PROPERTY_VS_RENT | Checks if the household would be better of buying their own residential property instead of renting. |
| INCOME_EARNED_INCOME_INCREASE_PRIMARY | Increasing the primary person's income. |
| INCOME_EARNED_INCOME_INCREASE_PARTNER | Increasing the partner's earned income. |
| INCOME_WORK_PART_TIME_AFTER_RETIREMENT_PRIMARY | The primary person will still work part-time after retirement for a period. |
| INCOME_WORK_PART_TIME_AFTER_RETIREMENT_PARTNER | The partner will still work part-time after retirement for a period. |
| GOAL_SWITCH_OFF_EARLIER_GOALS | Ignore the goals that are set early in the timeline. |
| GOAL_SPEND_LESS_MONEY_ON_GOAL | Reduces the value of the goal. |
| GOAL_MOVE_IT_TO_THE_FUTURE | Pushes the goal further into the future. |
| GOAL_BUY_A_HOUSE_DOWNPAYMENT | Makes the biggest affordable down-payment for the mortgage to reduce the interest rate. |
| GOAL_BUY_A_HOUSE_MORTGAGE_AFFORDABILITY | Checks the affordability of a mortgage for the given buy a house goal. |
| GOAL_BORROW | Borrows money which will need to be repaid later after the goal was achieved. |
| GOAL_SAVE_IN_YEARS | Turns on savings for the goal. |
| PROPERTY_MOVE_TO_SMALLER_PROPERTY | Downsizes the owned residential property to unlock funds. |
| PROPERTY_SELL_BUY_TO_LET_PROPERTIES | Sells any owned bought to let properties. |
| DEBT_RESIDENTIAL_PROPERTIES_REMORTGAGE | Remortgages residential properties to get a better rate. |
| DEBT_INVESTMENT_PROPERTIES_REMORTGAGE | Remortgages investment properties to get a better rate. |
| DEBT_ELIMINATE_DEBT | Gets rid of debt as soon as possible. |
| WRAPPER_TAX_ADVANTAGED_RISK_INCREASE | Increases the risk of tax advantaged schemes in hope of bigger returns. |
| WRAPPER_TAX_ADVANTAGED_RISK_INCREASE_PRIMARY | Increases the risk of tax advantaged schemes in hope of bigger returns for the primary person. |
| WRAPPER_TAX_ADVANTAGED_RISK_INCREASE_PARTNER | Increases the risk of tax advantaged schemes in hope of bigger returns for the partner. |
| WRAPPER_TAX_ADVANTAGED_RISK_DECREASE_PRIMARY | Decreases the risk of tax advantaged schemes in hope of reducing losses for the primary person. |
| WRAPPER_TAX_ADVANTAGED_RISK_DECREASE_PARTNER | Decreases the risk of tax advantaged schemes in hope of reducing losses for the partner. |
| WRAPPER_GIA_RISK_INCREASE | Increases the risk of the General Investment Account in hope of bigger returns. |
| WRAPPER_GIA_RISK_INCREASE_PRIMARY | Increases the risk of the General Investment Account in hope of bigger returns for the primary person. |
| WRAPPER_GIA_RISK_INCREASE_PARTNER | Increases the risk of the General Investment Account in hope of bigger returns for the partner. |
| WRAPPER_GIA_RISK_DECREASE_PRIMARY | Decreases the risk of the General Investment Account in order to reduce losses for the primary person. |
| WRAPPER_GIA_RISK_DECREASE_PARTNER | Decreases the risk of the General Investment Account in order to reduce losses for the partner. |
| WRAPPER_PENSION_RISK_INCREASE | Increases the risk of the Pension Investment Scheme in hope of bigger returns. |
| WRAPPER_PENSION_RISK_INCREASE_PRIMARY | Increases the risk of the Pension Investment Scheme in hope of bigger returns for the primary person. |
| WRAPPER_PENSION_RISK_INCREASE_PARTNER | Increases the risk of the Pension Investment Scheme in hope of bigger returns for the partner. |
| WRAPPER_PENSION_RISK_DECREASE_PRIMARY | Decreases the risk of the Pension Investment Scheme in order to reduce losses for the primary person. |
| WRAPPER_PENSION_RISK_DECREASE_PARTNER | Decreases the risk of the Pension Investment Scheme in order to reduce losses for the partner. |
| WRAPPER_PENSION_CONTRIBUTION_INCREASE_PRIMARY | Increases the pension contribution of the primary person. |
| WRAPPER_PENSION_CONTRIBUTION_INCREASE_PARTNER | Increases the pension contribution of the partner. |
| SAVINGS_TAX_ADVANTAGED_INVESTMENTS_ENABLE_PRIMARY | Enables investment of tax advantaged schemes for the primary person. |
| SAVINGS_TAX_ADVANTAGED_INVESTMENTS_ENABLE_PARTNER | Enables investment of tax advantaged schemes for the partner. |
| SAVINGS_GIA_INVESTMENTS_ENABLE_PRIMARY | Enables investment of the General Investment Account for the primary person. |
| SAVINGS_GIA_INVESTMENTS_ENABLE_PARTNER | Enables investment of the General Investment Account for the partner. |
| INSURANCE_TERM_LIFE_INSURANCE_INCREASE_PRIMARY | Create a term life insurance policy for the primary person. |
| INSURANCE_TERM_LIFE_INSURANCE_INCREASE_PARTNER | Create a term life insurance policy for the partner. |
| INSURANCE_DISABILITY_INSURANCE_INCREASE_PRIMARY | Create a disability insurance policy for the primary person. |
| INSURANCE_DISABILITY_INSURANCE_INCREASE_PARTNER | Create a disability insurance policy for the partner. |
| INSURANCE_CRITICAL_ILLNESS_INSURANCE_INCREASE_PRIMARY | Create a critical illness insurance policy for the primary person. |
| INSURANCE_CRITICAL_ILLNESS_INSURANCE_INCREASE_PARTNER | Create a critical illness insurance policy for the partner. |
| INSURANCE_MORTGAGE_LIFE_INSURANCE_INCREASE | Add a life insurance in case there is a mortgage on an existing residential property to cover it. |
| LIFESTYLE_TOO_UNHEALTHY_PRIMARY | Improves the health condition of the primary person. |
| LIFESTYLE_TOO_UNHEALTHY_PARTNER | Improves the health condition of the partner. |