Get Client's fact find request

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

This endpoint allows you to retrieve information regarding a client's active fact find.

Path parameters

  • BackOfficeID string(uuid) Required

    The BackOfficeID for the client whose fact find you want to retrieve.

Responses

GET /api/v2/clients/backoffice/{BackOfficeID}/factfind
curl \
 -X GET https://api.fincalc.co.uk/api/v2/clients/backoffice/{BackOfficeID}/factfind \
 -H "Authorization: Bearer $ACCESS_TOKEN"
Response examples (200)
{
  "success": true,
  "data": {
    "ClientGUID": "61895427-011A-9214-B13E-FCE305CB4112",
    "RelatedClientGUID": "23456137-221Z-9214-G13M-EEQ305KA4771",
    "BackOfficeID": "3A06F92E-3EBD-43CC-9F9C-B6A40B3DC0D4",
    "RelatedClientBackOfficeID": "A9C1667B-A125-44EA-BA72-345FBAC56934",
    "FactFindRequestGUID": "76895427-011A-9214-B13E-FCE305CB4467",
    "FactFindTemplateGUID": "D1123DB7-6C5B-4DEA-9294-BD3CC73F1A0B",
    "WhenRequested": "2023-05-05T10:59:14+00:00",
    "WhoRequestedID": 122,
    "PagesCompleted": 0,
    "Status": "Not Yet Started",
    "WhenLastSeen": "2023-05-05T11:17:03+00:00",
    "ClientSubmitted": 1,
    "PrimaryClientGUID": "C51DA9AA-AB26-4CBA-B4D5-2C558A248FBB",
    "FormattedValues": {
      "WhoRequestedID": "James Burton",
      "ClientSubmitted": "Yes",
      "FactFindTemplateGUID": "FinCalc Default"
    }
  }
}
Response examples (403)
{
  "success": false,
  "message": "You do not have permission to view that client."
}
Response examples (404)
{
  "success": false,
  "message": "Fact Find not enabled for this client."
}