Get client by back office ID

GET /api/v2/clients/backoffice/{BackOfficeID}

Get full client record via the clients back office ID.

Path parameters

  • BackOfficeID string(uuid) Required

    The BackOfficeID of the client you want to retrieve.

Responses

GET /api/v2/clients/backoffice/{BackOfficeID}
curl \
 -X GET https://api.fincalc.co.uk/api/v2/clients/backoffice/{BackOfficeID} \
 -H "Authorization: Bearer $ACCESS_TOKEN"
Response examples (200)
{
  "success": true,
  "data": {
    "Title": "Mr",
    "FirstName": "John",
    "Surname": "Smith",
    "KnownAs": "Big John",
    "Gender": 1,
    "EmailAddress": "hello@example.com",
    "Mobile": "07777000858",
    "DateOfBirth": "1990-05-04",
    "MaritalStatus": 1,
    "MarriageAllowance": 1,
    "NINumber": "JW001100A",
    "EmploymentStatus": 1,
    "OccupationCode": "AAB00001",
    "RetirementPlanned": 1,
    "RetirementDate": "1990-05-04",
    "RetirementAge": 69,
    "AddressCountryCode": 826,
    "AddressLine1": "216 Newgate Street",
    "AddressLine2": "Address Line 2",
    "AddressLine3": "Address Line 3",
    "AddressLine4": "Address Line 4",
    "AddressTown": "Westminister",
    "AddressCounty": "London",
    "AddressPostCode": "SW1A 1AA",
    "IncomeTaxArea": 1,
    "AdviserID": 42,
    "Reference": "API Client",
    "AttitudeToRiskLevel": 42,
    "ClientTier": 42,
    "FinancialDependenceAge": 1,
    "AddressFrom": "1990-05-04",
    "NextReviewDate": "1990-05-04",
    "LTA": {
      "MPAATriggered": 1,
      "MpaTriggerDate": "1990-05-04",
      "LTAHMRCertificateValue": 42.0,
      "LTAProtectedCashAmount": 42.0,
      "LTAProtectedCashPercentage": 42.0,
      "LTAPrevBCEs": 1,
      "LTAPercentageLeft": 42.0,
      "LTAAppliedFor": 1,
      "LTAProtectionType": 1,
      "LTAEnhancementFactor": 42.0,
      "LTAProtectedLumpSum": 42,
      "InheritedNilRateBand": 42,
      "InheritedResidenceNilRateBand": 42,
      "FormattedValues": {
        "LTAPrevBCEs": "Yes",
        "LTAAppliedFor": "Yes",
        "MPAATriggered": "Yes",
        "MpaTriggerDate": "04/05/1990",
        "LTAProtectionType": "Primary Protection",
        "LTAProtectedLumpSum": "Yes",
        "LTAProtectedCashAmount": "£42",
        "LTAProtectedCashPercentage": "42%"
      },
      "TaxFreeCash": [
        {
          "BCETFC": 1000000,
          "BCEDate": "2006-04-07",
          "BCEAmount": 1000000,
          "FormattedValues": {
            "BCETFC": "£1,000,000",
            "BCEDate": "07/04/2006",
            "BCEAmount": "£1,000,000"
          }
        },
        {
          "BCETFC": 2000000,
          "BCEDate": "2006-04-05",
          "BCEAmount": 2000000,
          "FormattedValues": {
            "BCETFC": "£2,000,000",
            "BCEDate": "05/04/2006",
            "BCEAmount": "£2,000,000"
          }
        }
      ]
    },
    "FormattedValues": {
      "Gender": "Male",
      "AdviserID": "Jonathan Thomas",
      "ClientTier": "London Branch",
      "AddressFrom": "04/05/1990",
      "DateOfBirth": "04/05/1990",
      "IncomeTaxArea": "UK excluding Scotland",
      "MaritalStatus": "Yes",
      "NextReviewDate": "04/05/1990",
      "OccupationCode": "Abattoir Inspector",
      "RetirementDate": "04/05/1990",
      "EmploymentStatus": "Employed",
      "MarriageAllowance": "Yes",
      "RetirementPlanned": "Age",
      "AddressCountryCode": "United Kingdom",
      "AttitudeToRiskLevel": "High",
      "FinancialDependenceAge": "Not Applicable"
    }
  }
}
Response examples (403)
{
  "success": false,
  "message": "You do not have permission to edit the client."
}
Response examples (404)
{
  "success": false,
  "message": "Client not found."
}