Create asset
This endpoint allows users to create a new asset for a household.
Path parameters
-
HouseholdGUID
string(uuid) Required The HouseholdGUID of the client.
Body
-
Not set directly. Can be set as belonging to: the main client (ClientGUID from Household) ; the related client (RelatedClientGUID from Household); jointly owned by the main client and the related client. To set owned by the main client set ClientGUID as ClientGUID. To set owned by the related client set ClientGUID as RelatedClientGUID. To set as jointly owned set ClientGUID as ClientGUID, set JointOwnerClientGUID as RelatedClientGUID.
-
ClientGUID
string(uuid) Required ClientGUID must be in the household. See Owner for details on what to set.
-
AssetDescription
string Required The following characters are not permitted: \:*"<>|'
Maximum length is
50
. -
AssetType
integer Required To retrieve a comprehensive list of acceptable values and their corresponding formatted values, you may make a request to the designated endpoint: /api/v2/household/{HouseholdGUID}/assets/options
-
CurrentValue
number(float) Required -
JointOwnerClientGUID
string(uuid) | null JointOwnerClientGUID must be in the household. See Owner for details on what to set.
-
AssetPurchased
integer Required To retrieve a comprehensive list of acceptable values and their corresponding formatted values, you may make a request to the designated endpoint: /api/v2/household/{HouseholdGUID}/assets/options
-
StartBasis
integer | null This field is required if the value of AssetPurchased = 2. Determines the basis of the timing of the Asset Purchase.
To retrieve a comprehensive list of acceptable values and their corresponding formatted values, you may make a request to the designated endpoint: /api/v2/household/{HouseholdGUID}/assets/options
-
StartEventGUID
string(uuid) | null This field is required if the value of StartBasis = 4 and the value of AssetPurchased = 2.
To retrieve a comprehensive list of acceptable values and their corresponding formatted values, you may make a request to the designated endpoint: /api/v2/household/{HouseholdGUID}/assets/options
-
StartAge
integer | null This field is required if the value of StartBasis = 2 or 7 and the value of AssetPurchased = 2.
StartAge must be in the future.
Determines the age at which the Asset is to be Purchased.
Minimum value is
0
, maximum value is130
. -
StartDate
string | null This field is required if the value of StartBasis = 3 and the value of AssetPurchased = 2.
StartDate should be in the future.
Determines the Asset Purchase date.
Dates should be provided in the format "Y-m-d", where "Y" represents the year, "m" represents the month and "d" represents the day. For example, "2023-07-24" represents 24th July, 2023.
-
PurchasedValue
integer | null -
AssetDisposal
integer | null To retrieve a comprehensive list of acceptable values and their corresponding formatted values, you may make a request to the designated endpoint: /api/v2/household/{HouseholdGUID}/assets/options
-
EndBasis
integer | null This field is required if the value of AssetDisposal = 1.
To retrieve a comprehensive list of acceptable values and their corresponding formatted values, you may make a request to the designated endpoint: /api/v2/household/{HouseholdGUID}/assets/options
-
EndEventGUID
string(uuid) | null This field is required if any of the following conditions are met:
- The value of AssetDisposal = 1 and the value of AssetPurchased = 1 and the value of EndBasis = 4 (EndEventGUID must be in the future).
- The value of AssetDisposal = 1 and the value of AssetPurchased = 2 and the value of EndBasis = 4 (EndEventGUID must be after starting).
Determines the date at which the Asset is to be disposed of.
To retrieve a comprehensive list of acceptable values and their corresponding formatted values, you may make a request to the designated endpoint: /api/v2/household/{HouseholdGUID}/assets/options
-
EndAge
integer | null This field is required if any of the following conditions are met:
- The value of AssetDisposal = 1 and the value of AssetPurchased = 1 and the value of EndBasis = 2 or 7 (EndAge must be in the future).
- The value of AssetDisposal = 1 and the value of AssetPurchased = 2 and the value of EndBasis = 2 or 7 (EndAge must be after starting).
Determines the age at which the Asset is to be disposed of.
Minimum value is
0
, maximum value is130
. -
EndDate
string | null This field is required if any of the following conditions are met:
- The value of AssetDisposal = 1 and the value of AssetPurchased = 1 and the value of EndBasis = 3 (EndAge must be in the future).
- The value of AssetDisposal = 1 and the value of AssetPurchased = 2 and the value of EndBasis = 3 (EndAge must be after starting).
Determines the Asset Disposal date.
Dates should be provided in the format "Y-m-d", where "Y" represents the year, "m" represents the month and "d" represents the day. For example, "2023-07-24" represents 24th July, 2023.
-
ClearLiabilities
integer | null This field is required if the value of AssetDisposal = 1.
To retrieve a comprehensive list of acceptable values and their corresponding formatted values, you may make a request to the designated endpoint: /api/v2/household/{HouseholdGUID}/assets/options
-
TaxBasis
integer | null This field is required if the value of AssetDisposal = 1 or 3.
To retrieve a comprehensive list of acceptable values and their corresponding formatted values, you may make a request to the designated endpoint: /api/v2/household/{HouseholdGUID}/assets/options
-
DisposalCosts
number(float) -
ValueDate
string(date) Required - The value of AssetPurchased = 1 (ValueDate must be before or equal to now).
- The value of AssetPurchased = 2 (ValueDate must be on or before the asset purchase date).
Dates should be provided in the format "Y-m-d", where "Y" represents the year, "m" represents the month and "d" represents the day. For example, "2023-07-24" represents 24th July, 2023.
-
BackOfficeID
string | null Maximum length is
255
. -
BackOfficeSync
integer | null An integer representing the status of the back office sync:
- 1: Yes
- 2: No
- 3: Only update from back office
curl \
--request POST 'https://api.fincalc.co.uk/api/v2/household/{HouseholdGUID}/assets' \
--header "Authorization: Bearer $ACCESS_TOKEN" \
--header "Content-Type: application/json" \
--data '{"ClientGUID":"3F0B1C88-6D80-4C17-BB3E-1D68E6D26405","AssetDescription":"Our House","AssetType":1,"CurrentValue":450000.1,"JointOwnerClientGUID":"3F0B1C88-6D80-4C17-BB3E-1D68E6D26405","AssetPurchased":1,"StartBasis":4,"StartEventGUID":"F3AAED8D-3A5F-44B5-BC6D-9E8C7646C9D7","StartAge":42,"StartDate":"2023-05-04","PurchasedValue":300000.1,"AssetDisposal":1,"EndBasis":3,"EndEventGUID":"1A58F6C8-90BD-4D2D-9B22-3E1F9C8E15E7","EndAge":65,"EndDate":"2069-02-01","ClearLiabilities":1,"TaxBasis":1,"DisposalCosts":5000,"ValueDate":"2023-04-25","BackOfficeID":13573,"BackOfficeSync":1}'
{
"ClientGUID": "3F0B1C88-6D80-4C17-BB3E-1D68E6D26405",
"AssetDescription": "Our House",
"AssetType": 1,
"CurrentValue": 450000.1,
"JointOwnerClientGUID": "3F0B1C88-6D80-4C17-BB3E-1D68E6D26405",
"AssetPurchased": 1,
"StartBasis": 4,
"StartEventGUID": "F3AAED8D-3A5F-44B5-BC6D-9E8C7646C9D7",
"StartAge": 42,
"StartDate": "2023-05-04",
"PurchasedValue": 300000.1,
"AssetDisposal": 1,
"EndBasis": 3,
"EndEventGUID": "1A58F6C8-90BD-4D2D-9B22-3E1F9C8E15E7",
"EndAge": 65,
"EndDate": "2069-02-01",
"ClearLiabilities": 1,
"TaxBasis": 1,
"DisposalCosts": 5000,
"ValueDate": "2023-04-25",
"BackOfficeID": 13573,
"BackOfficeSync": 1
}
{
"success": true,
"data": {
"AssetGUID": "E3AEEF8D-3A6F-44B5-BA6D-8E8C7646C9D6",
"ClientGUID": "3F0B1C88-6D80-4C17-BB3E-1D68E6D26405",
"AssetDescription": "Our House",
"AssetType": 1,
"CurrentValue": 450000.1,
"JointOwnerClientGUID": "3F0B1C88-6D80-4C17-BB3E-1D68E6D26405",
"AssetPurchased": 1,
"StartBasis": 4,
"StartEventGUID": "F3AAED8D-3A5F-44B5-BC6D-9E8C7646C9D7",
"StartAge": 42,
"StartDate": "2023-05-04",
"PurchasedValue": 300000.1,
"AssetDisposal": 1,
"EndBasis": 3,
"EndEventGUID": "1A58F6C8-90BD-4D2D-9B22-3E1F9C8E15E7",
"EndAge": 65,
"EndDate": "2069-02-01",
"ClearLiabilities": 1,
"TaxBasis": 1,
"DisposalCosts": 5000,
"ValueDate": "2023-04-25",
"BackOfficeID": "F7FBB6B1-2D90-485C-AE89-9F9FA0426F1E",
"BackOfficeSync": 1,
"FormattedValues": {
"EndDate": "01/02/2069",
"EndBasis": "Specific Date",
"TaxBasis": "Residential property",
"AssetType": "Main Residence",
"ValueDate": "25/04/2023",
"CurrentValue": "£450,000",
"AssetDisposal": true,
"DisposalCosts": "£5000",
"AssetPurchased": true,
"PurchasedValue": "£300,000",
"ClearLiabilities": true
}
}
}
{
"success": false,
"message": "You do not have permission to edit the household."
}
{
"success": false,
"message": "Household not found."
}
{
"success": false,
"message": "Validation Error.",
"data": {
"ClientGUID": [
"The client guid field is required."
]
}
}
{
"success": false,
"message": "Failed to create asset in household"
}