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Create

POST 

/scenarios/:scenarioId/persons/:personId/assets/portfolio/:portfolioId/allocation

To create a risk profile allocation to a portfolio under a person, use the extended URI including the person after the household.

Request

Path Parameters

    scenarioId stringrequired

    The scenario's id

    personId stringrequired

    The person's id

    portfolioId stringrequired

    The portfolio's id

Body

required
    allocation double[]

    Array of custom allocation percentages, overrides profile.

    description string

    Description of the resource.

    endDate date-timerequired

    The end date of the allocation. Valid date string in simplified extended ISO-8601 format (YYYY-MM-DDTHH:mm:ss.sssZ). Will be respected only in conjuction with endsOn equals to USER_DEFINED.

    endsOn stringrequired

    Possible values: [USER_DEFINED, ON_RETIREMENT, ON_DEATH]

    Can be any of USER_DEFINED, ON_RETIREMENT, ON_DEATH.

    id string

    The id of the resource.

    name string

    The name of the resource.

    profile string

    The risk profile of the portfolio.

    startDate date-timerequired

    The start date of the allocation. Valid date string in simplified extended ISO-8601 format (YYYY-MM-DDTHH:mm:ss.sssZ). Will be respected only in conjuction with startsOn equals to USER_DEFINED.

    startsOn stringrequired

    Possible values: [USER_DEFINED, ON_RETIREMENT, ON_DEATH]

    Can be any of USER_DEFINED, ON_RETIREMENT, ON_DEATH.

Responses

Created

Schema
    allocation double[]

    Array of custom allocation percentages, overrides profile.

    description string

    Description of the resource.

    endDate date-timerequired

    The end date of the allocation. Valid date string in simplified extended ISO-8601 format (YYYY-MM-DDTHH:mm:ss.sssZ). Will be respected only in conjuction with endsOn equals to USER_DEFINED.

    endsOn stringrequired

    Possible values: [USER_DEFINED, ON_RETIREMENT, ON_DEATH]

    Can be any of USER_DEFINED, ON_RETIREMENT, ON_DEATH.

    id string

    The id of the resource.

    name string

    The name of the resource.

    profile string

    The risk profile of the portfolio.

    startDate date-timerequired

    The start date of the allocation. Valid date string in simplified extended ISO-8601 format (YYYY-MM-DDTHH:mm:ss.sssZ). Will be respected only in conjuction with startsOn equals to USER_DEFINED.

    startsOn stringrequired

    Possible values: [USER_DEFINED, ON_RETIREMENT, ON_DEATH]

    Can be any of USER_DEFINED, ON_RETIREMENT, ON_DEATH.

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