Create income
This endpoint allows users to create a new income for a household.
Path parameters
-
HouseholdGUID
string(uuid) Required The HouseholdGUID of the client.
Body
Required
-
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. If IncomeType = 1 there should only be one owner.
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.
-
IncomeDescription
string Required The following characters are not permitted: \:*"<>|
Maximum length is
50
. -
IncomeType
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}/incomes/options
IncomeType can not be changed if income has a contribution.
-
TaxBasis
integer | null This field is required if the value of IncomeType = 3 or the value of IncomeType = 6.
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}/incomes/options
-
IncomeAmount
number(float) Required -
JointOwnerClientGUID
string(uuid) | null JointOwnerClientGUID must be in the household. Should not be set when IncomeType = 1. See Owner for details on what to set.
-
Frequency
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}/incomes/options
-
BenefitInKindAmount
number(float) | null -
StartBasis
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}/incomes/options
-
StartEventGUID
string(uuid) | null This field is required if the value of StartBasis = 4.
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}/incomes/options
-
StartAge
integer | null This field is required if the value of StartBasis = 2 or 7.
Minimum value is
0
, maximum value is130
. -
StartDate
string | null This field is required if the value of StartBasis = 3.
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.
-
EndBasis
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}/incomes/options
-
EndEventGUID
string(uuid) | null This field is required if the value of EndBasis = 4. Event end must be after starting.
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}/incomes/options
-
EndAge
integer | null This field is required if the value of EndBasis = 2 or 7. EndAge end must be after starting.
Minimum value is
0
, maximum value is130
. -
EndDate
string | null This field is required if the value of EndBasis = 3. EndDate end must be after starting.
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.
-
LinkedAssetGUID
string(uuid) | 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}/incomes/options
-
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
-
SumAssured
number(float) | null This field is required if the value of IncomeType = 1 and the value of DeathInService = 1 and the value of DeathMultiple is empty.
Minimum value is
1
. -
DeathInService
integer | null The value can not be negative.
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}/incomes/options
-
DeathMultiple
number(float) | null This field is required if the value of IncomeType = 1 and the value of DeathInService = 1 and the value of SumAssured is empty or 0.
Minimum value is
1
, maximum value is50
. -
DeathPolicyType
integer | null This field is required if the value of IncomeType = 1 and the value of DeathInService = 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}/incomes/options
-
FutureLevelChange
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}/incomes/options
-
FutureGrossAmount
number(float) | null This field is required if the value of FutureLevelChange = 1.
-
FutureDateOfChangeBasis
integer 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}/incomes/options
-
FutureDateOfChangeEventGUID
string(uuid) | null This field is required if the value of FutureLevelChange = 1 and FutureDateOfChangeBasis = 4.
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}/incomes/options
-
FutureDateOfChangeAge
integer | null This field is required if the value of FutureLevelChange = 1 and FutureDateOfChangeBasis = 2 or 7. FutureDateOfChangeAge must be in the future
Minimum value is
0
, maximum value is130
. -
FutureDateOfChangeDate
string | null This field is required if the value of FutureLevelChange = 1 and FutureDateOfChangeBasis = 3. FutureDateOfChangeDate must be in the future
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.
curl \
--request POST 'https://api.fincalc.co.uk/api/v2/household/{HouseholdGUID}/incomes' \
--header "Authorization: Bearer $ACCESS_TOKEN" \
--header "Content-Type: application/json" \
--data '{"ClientGUID":"3F0B1C88-6D80-4C17-BB3E-1D68E6D26405","IncomeDescription":"My wages","IncomeType":1,"TaxBasis":1,"IncomeAmount":450000.1,"JointOwnerClientGUID":"3F0B1C88-6D80-4C17-BB3E-1D68E6D26405","Frequency":12,"BenefitInKindAmount":2500.1,"StartBasis":4,"StartEventGUID":"F3AAED8D-3A5F-44B5-BC6D-9E8C7646C9D7","StartAge":42,"StartDate":"2023-05-04","EndBasis":3,"EndEventGUID":"1A58F6C8-90BD-4D2D-9B22-3E1F9C8E15E7","EndAge":65,"EndDate":"2069-02-01","LinkedAssetGUID":"3F0B1C88-6D80-4C17-BB3E-1D68E6D26405","BackOfficeID":13573,"BackOfficeSync":1,"SumAssured":100000.1,"DeathInService":1,"DeathMultiple":4.5,"DeathPolicyType":1,"FutureLevelChange":1,"FutureGrossAmount":100000,"FutureDateOfChangeBasis":3,"FutureDateOfChangeEventGUID":"1A58F6C8-90BD-4D2D-9B22-3E1F9C8E15E7","FutureDateOfChangeAge":65,"FutureDateOfChangeDate":"2069-02-01"}'
{
"ClientGUID": "3F0B1C88-6D80-4C17-BB3E-1D68E6D26405",
"IncomeDescription": "My wages",
"IncomeType": 1,
"TaxBasis": 1,
"IncomeAmount": 450000.1,
"JointOwnerClientGUID": "3F0B1C88-6D80-4C17-BB3E-1D68E6D26405",
"Frequency": 12,
"BenefitInKindAmount": 2500.1,
"StartBasis": 4,
"StartEventGUID": "F3AAED8D-3A5F-44B5-BC6D-9E8C7646C9D7",
"StartAge": 42,
"StartDate": "2023-05-04",
"EndBasis": 3,
"EndEventGUID": "1A58F6C8-90BD-4D2D-9B22-3E1F9C8E15E7",
"EndAge": 65,
"EndDate": "2069-02-01",
"LinkedAssetGUID": "3F0B1C88-6D80-4C17-BB3E-1D68E6D26405",
"BackOfficeID": 13573,
"BackOfficeSync": 1,
"SumAssured": 100000.1,
"DeathInService": 1,
"DeathMultiple": 4.5,
"DeathPolicyType": 1,
"FutureLevelChange": 1,
"FutureGrossAmount": 100000,
"FutureDateOfChangeBasis": 3,
"FutureDateOfChangeEventGUID": "1A58F6C8-90BD-4D2D-9B22-3E1F9C8E15E7",
"FutureDateOfChangeAge": 65,
"FutureDateOfChangeDate": "2069-02-01"
}
{
"success": true,
"data": {
"IncomeGUID": "E4A4A332-C53C-4C33-8D5B-1B846C3D6D6D",
"ClientGUID": "3F0B1C88-6D80-4C17-BB3E-1D68E6D26405",
"IncomeDescription": "My wages",
"IncomeType": 1,
"TaxBasis": 1,
"IncomeAmount": 45500.1,
"JointOwnerClientGUID": "3F0B1C88-6D80-4C17-BB3E-1D68E6D26405",
"Frequency": 12,
"BenefitInKindAmount": 2500.1,
"StartBasis": 4,
"StartEventGUID": "F3AAED8D-3A5F-44B5-BC6D-9E8C7646C9D7",
"StartAge": 42,
"StartDate": "2023-05-04",
"EndBasis": 4,
"EndEventGUID": "1A58F6C8-90BD-4D2D-9B22-3E1F9C8E15E7",
"EndAge": 65,
"EndDate": "2069-02-01",
"LinkedAssetGUID": "3F0B1C88-6D80-4C17-BB3E-1D68E6D26405",
"BackOfficeID": "F7FBB6B1-2D90-485C-AE89-9F9FA0426F1E",
"BackOfficeSync": 1,
"SumAssured": 100000.1,
"DeathInService": 1,
"DeathMultiple": 4.5,
"DeathPolicyType": 1,
"FutureLevelChange": 1,
"FutureGrossAmount": 10000,
"FutureDateOfChangeBasis": 4,
"FutureDateOfChangeEventGUID": "F3AAED8D-3A5F-44B5-BC6D-9E8C7646C9D7",
"FutureDateOfChangeAge": 55,
"FutureDateOfChangeDate": "2069-05-04",
"FormattedValues": {
"EndBasis": "Event",
"TaxBasis": "Taxable",
"Frequency": "Paid Annually",
"IncomeType": "Salary",
"StartBasis": "Event",
"SumAssured": "£100,000",
"EndEventGUID": "API's State Pension Age",
"IncomeAmount": "£45,500",
"DeathMultiple": "x4.5",
"DeathInService": "Yes",
"StartEventGUID": "API's State Pension Age",
"DeathPolicyType": "Registered group life",
"LinkedAssetGUID": "Our House",
"FutureGrossAmount": "£10,000",
"FutureLevelChange": "Yes",
"BenefitInKindAmount": "£2,500",
"FutureDateOfChangeDate": "04/05/2069",
"FutureDateOfChangeBasis": "Event",
"FutureDateOfChangeEventGUID": "API's State Pension Age"
}
}
}
{
"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 income in household"
}