An API for accessing the NaviPlan Fact Finder.
Every row below was read from the vendor's own OpenAPI document. The summary text is theirs. What this registry adds is that each operation is indexed with its method, path, base URL and auth scheme, so a search for a capability can answer with a call rather than a name, and that the endpoint is probed on a schedule.
Specifications as held by the APIs.guru corpus, whose newest record is 2023-04-21. Operations the vendor has added since are not listed here; the origin links above are the vendor's own current documents.
base URLs: https://demo.uat.naviplancentral.com/factfinder https://demo.uat.naviplancentral.com/plan
find it by capability: POST /search {"query":{"text":"..."}} returns these
operations with their invocation detail. Connect any agent client.
An API for accessing the NaviPlan Fact Finder.
| method | path | what the vendor says it does |
|---|---|---|
GET | /api/AccountTypes | Description: This operation retrieves all Account Types for the specified country. Purpose: Pro |
GET | /api/AccountTypes/{id} | Description: This operation retrieves all Account Types for the specified id. Purpose: Provides |
GET | /api/Accounts | Description: This operation retrieves all Accounts for the specified Fact Finder ID and/or external source ID. |
POST | /api/Accounts | Description: The operation creates an Account. Purpose: Allows for creation of Accounts on a Fa |
GET | /api/Accounts/{accountId}/Holdings | Retrieves all holdings in the specified Account. Accounts |
POST | /api/Accounts/{accountId}/Holdings | Creates a holding and adds it to an existing Account. Accounts |
PUT | /api/Accounts/{accountId}/Holdings | Updates all holdings associated with an account Accounts |
GET | /api/Accounts/{accountId}/Holdings/{id} | Description: This operation retrieves a single Account Holding for the specified Account Holding ID and Accoun |
PUT | /api/Accounts/{accountId}/Holdings/{id} | Updates a holding associated with an account Accounts |
DELETE | /api/Accounts/{accountId}/Holdings/{id} | Description: This operation deletes a single Account Holding for the specified Account Holding ID and Account |
GET | /api/Accounts/{accountId}/SavingsStrategies | Get all of the savings strategies for a specific account Accounts |
POST | /api/Accounts/{accountId}/SavingsStrategies | Creates a savings strategy on a specific account Accounts |
DELETE | /api/Accounts/{accountId}/SavingsStrategies | Deletes all savings strategies tied to an account Accounts |
GET | /api/Accounts/{accountId}/SavingsStrategies/{id} | Get a specific savings strategy for an account Accounts |
PUT | /api/Accounts/{accountId}/SavingsStrategies/{id} | Updates a specific savings strategy Accounts |
DELETE | /api/Accounts/{accountId}/SavingsStrategies/{id} | Deletes a specific savings strategy Accounts |
GET | /api/Accounts/{id} | Description: This operation retrieves a single Account for the specified Account ID. Purpose: P |
PUT | /api/Accounts/{id} | Description: The operation updates an Account, deletes associated saving strategies if the account type change |
DELETE | /api/Accounts/{id} | Description: The operation removes an Account tied to a Fact Finder. Purpose: Allows for remova |
POST | /api/Clients | Description: This operation submits the Fact Finder data to an external system. Purpose: Allows |
GET | /api/CriticalIllnessInsurancePolicies | Description: This operation retrieves all Critical Illness Insurance Policies for the specified Fact Finder ID |
POST | /api/CriticalIllnessInsurancePolicies | Description: The operation creates a Critical Illness Insurance Policy. Purpose: Allows for cre |
GET | /api/CriticalIllnessInsurancePolicies/{id} | Description: This operation retrieves a single Critical Illness Insurance Policy for the specified Critical Il |
PUT | /api/CriticalIllnessInsurancePolicies/{id} | Description: The operation updates a Critical Illness Insurance Policy. Purpose: Allows for com |
DELETE | /api/CriticalIllnessInsurancePolicies/{id} | Description: The operation removes a Critical Illness Insurance Policy tied to a Fact Finder. P |
GET | /api/CriticalIllnessInsurancePolicyTypes | Description: This operation retrieves all Critical Illness Insurance Policy Types for the specified country. |
GET | /api/CriticalIllnessInsurancePolicyTypes/{id} | Description: This operation retrieves the Critical Illness Insurance Policy Type for the specified id. |
GET | /api/DefinedBenefitPensions | Description: This operation retrieves all Defined Benefit Pensions for the specified Fact Finder ID. |
POST | /api/DefinedBenefitPensions | Description: The operation creates a Defined Benefit Pension. Purpose: Allows for creation of D |
GET | /api/DefinedBenefitPensions/{id} | Description: This operation retrieves a single Defined Benefit Pension for the specified Defined Benefit Pensi |
PUT | /api/DefinedBenefitPensions/{id} | Description: The operation updates a Defined Benefit Pension. Purpose: Allows for complete repl |
DELETE | /api/DefinedBenefitPensions/{id} | Description: The operation removes a Defined Benefit Pension tied to a Fact Finder. Purpose: Al |
GET | /api/Demographics | Description: This operation retrieves all Demographic information for the specified Fact Finder ID. |
POST | /api/Demographics | Description: The operation creates Demographic information. Purpose: Allows for creation of Dem |
GET | /api/Demographics/{demographicId}/Dependents | Description: This operation retrieves all Dependents for the specified Demographic information ID. |
POST | /api/Demographics/{demographicId}/Dependents | Description: The operation creates a Dependent. Purpose: Allows for creation of Dependents on a |
GET | /api/Demographics/{demographicId}/Dependents/{id} | Description: This operation retrieves a single Dependent for the specified Dependent ID. Purpos |
PUT | /api/Demographics/{demographicId}/Dependents/{id} | Description: The operation updates a Dependent. Purpose: Allows for complete replacement of a D |
DELETE | /api/Demographics/{demographicId}/Dependents/{id} | Description: The operation removes a Dependent tied to a Fact Finder. Purpose: Allows for remov |
GET | /api/Demographics/{id} | Description: This operation retrieves Demographic information for the specified Demographic information ID. |
and 111 more operation(s) in this specification, all searchable.
specification origin: https://demo.uat.naviplancentral.com/factfinder/swagger/docs/v1
An API for accessing NaviPlan plan data for a client.
| method | path | what the vendor says it does |
|---|---|---|
GET | /api/Advisors | Retrieve Advisors This operation retrieves a list of all of the Advisors in the plan. Advisors |
GET | /api/Advisors/{householdId}/{clientId} | Retrieve Advisors for a Client This operation retrieves a list of all of the Advisors for the client. Advisors |
GET | /api/Advisors/{id} | Retrieve an Advisor This operation retrieves an Advisor from the plan. Advisors |
GET | /api/Assumptions | Retrieve plan assumptions This operation retrieves an object containing all assumptions for the specified plan |
GET | /api/BusinessEntities | Retrieve business entities This operation retrieves a list of all of the business entities in the plan. Busine |
GET | /api/BusinessEntities/{id} | Retrieve a business entity This operation retrieves a business entity from the plan. BusinessEntities |
GET | /api/Calculations/MonteCarlo | Retrieve Monte Carlo results from standalone calc service Currently just stubbed out, POC in development Calcu |
GET | /api/DefinedBenefitPensions | Retrieve defined benefit pensions This operation retrieves a list of all of the defined benefit pensions in th |
GET | /api/DefinedBenefitPensions/{id} | Retrieve a definedBenefitPension This operation retrieves a defined benefit pension from the plan. DefinedBene |
POST | /api/Eula/Accept | Accepts the EULA Eula |
GET | /api/Family | Retrieve family This operation retrieves an object containing all familymembers for the specified plan. Family |
GET | /api/GoalAdjustments/Education/{id}/Adjustments | Retrieve the adjustments This function retrieves a goal and the adjustments made to it GoalAdjustments |
POST | /api/GoalAdjustments/Education/{id}/Calculations | Perform calculations This function returns the posted object and the adjusted calculation values GoalAdjustmen |
GET | /api/GoalAdjustments/GoalSuccessRates | Returns a list of goals with their relevant success rates. GoalAdjustments |
GET | /api/GoalAdjustments/MajorPurchase/{id}/Adjustments | Retrieve the adjustments This function retrieves a goal and the adjustments made to it GoalAdjustments |
POST | /api/GoalAdjustments/MajorPurchase/{id}/Calculations | Perform calculations This function returns the posted object and the adjusted calculation values GoalAdjustmen |
GET | /api/GoalAdjustments/Restrictions | Returns a list of goal adjustment restrictions. This function returns a list of adjustment restrictions for al |
GET | /api/GoalAdjustments/Retirement/Adjustments | Retrieve the adjustments This function retrieves a goal and the adjustments made to it for a particular client |
POST | /api/GoalAdjustments/Retirement/Calculations | Perform calculations This function returns the posted object and the adjusted calculation values GoalAdjustmen |
GET | /api/GoalAdjustments/{id}/WhatAreMyOptions | Returns WAMO values for current goal GoalAdjustments |
GET | /api/Goals | Retrieve goals This operation retrieves a list of all of the goals in the plan. Goals |
GET | /api/Goals/{id} | Retrieve goals This operation retrieves a goal from the plan. Goals |
GET | /api/HoldingCompanies | Retrieve holding companies This operation retrieves a list of all of the holding companies in the plan. Holdin |
GET | /api/HoldingCompanies/{id} | Retrieve a holding company This operation retrieves a holding company from the plan. HoldingCompanies |
GET | /api/Households | Retrieve all Households associated with the user This operation retrieves a list of households the current use |
GET | /api/Liabilities | Retrieve liabilities This operation retrieves a list of all of the liabilities in the plan. Liabilities |
GET | /api/Liabilities/{id} | Retrieve a liability This operation retrieves a liability from the plan. Liabilities |
GET | /api/LifestyleAssets | Retrieve lifestyle assets This operation retrieves a list of all of the lifestyle assets in the plan. Lifestyl |
GET | /api/LifestyleAssets/{id} | Retrieve lifestyle assets This operation retrieves a lifestyle asset from the plan. LifestyleAssets |
GET | /api/LivePlan/Goals | Retrieves all goals from the live plan LivePlan |
GET | /api/LivePlan/Goals/Funding | Retrieve a list of funding accounts This function retrieves a list of funding accounts for the goals in the pl |
GET | /api/LivePlan/Goals/{id}/WhatAreMyOptions | Retrieve WAMO values for a given goal This function retrieves the WAMO values for the specified goal LivePlan |
GET | /api/LivePlan/NetWorth/Accounts | Retrieves accounts for a given plan LivePlan |
GET | /api/LivePlan/NetWorth/Liabilities | Retrieves liabilities for a given plan LivePlan |
GET | /api/LivePlan/NetWorth/LifestyleAssets | Retrieves lifestyle assets for a given plan LivePlan |
GET | /api/LivePlan/NetWorth/RealEstate | Retrieves real estate accounts for a given plan LivePlan |
GET | /api/LivePlan/Projections/NetWorth | Retrieves net worth projections LivePlan |
GET | /api/LivePlan/Projections/{id}/NeedsVsAbilities | Retrieves needs vs abilities projections LivePlan |
GET | /api/NetWorth | Retrieve net worth This operation retrieves an object containing net worth values for specific dates within th |
POST | /api/Password/HasUserSetPassword | Determines if the currently logged in user has set their own password Password |
and 23 more operation(s) in this specification, all searchable.
specification origin: https://demo.uat.naviplancentral.com/plan/swagger/docs/v1
nothing on this page is a rating, an endorsement or a claim about quality. Reachability is what our probes observed from one network; answering is a floor under usefulness, not a measure of it.