Update asset

PUT /api/v2/household/{HouseholdGUID}/assets/{AssetGUID}

This endpoint allows users to update an asset for a household.

Path parameters

  • HouseholdGUID string(uuid) Required

    The HouseholdGUID of the client.

  • AssetGUID string(uuid) Required

    The AssetGUID you want to update.

application/json

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. 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. Determines the age at which the Asset is to be Purchased.

    Minimum value is 0, maximum value is 130.

  • StartDate string | null

    This field is required if the value of StartBasis = 3 and the value of AssetPurchased = 2. 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. Determines the basis of the timing of the Asset Disposal.

    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 the value of EndBasis = 4 and the value of AssetPurchased = 1. 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}/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 is 130.

  • 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.

    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

  • ValueDate string(date) | null

    This field is required if any of the following conditions are met:

    • 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

Responses

PUT /api/v2/household/{HouseholdGUID}/assets/{AssetGUID}
curl \
 -X PUT https://api.fincalc.co.uk/api/v2/household/{HouseholdGUID}/assets/{AssetGUID} \
 -H "Authorization: Bearer $ACCESS_TOKEN" \
 -H "Content-Type: application/json" \
 -d '{"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,"ValueDate":"2023-04-25","BackOfficeID":13573,"BackOfficeSync":1}'
Request examples
{
  "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,
  "ValueDate": "2023-04-25",
  "BackOfficeID": 13573,
  "BackOfficeSync": 1
}
Response examples (200)
{
  "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": "2069-01-01",
    "ClearLiabilities": 1,
    "TaxBasis": 1,
    "ValueDate": "2023-04-25",
    "BackOfficeID": "F7FBB6B1-2D90-485C-AE89-9F9FA0426F1E",
    "BackOfficeSync": 1,
    "FormattedValues": {
      "EndDate": "01/01/2069",
      "EndBasis": "Specific Date",
      "TaxBasis": "Yes",
      "AssetType": "Main Residence",
      "ValueDate": "25/04/2023",
      "CurrentValue": "£450,000",
      "AssetDisposal": "Yes",
      "AssetPurchased": "Yes",
      "PurchasedValue": "£300,000",
      "ClearLiabilities": "Yes"
    }
  }
}
Response examples (403)
{
  "success": false,
  "message": "You do not have permission to edit the household."
}
Response examples (404)
{
  "success": false,
  "message": "Household not found."
}
Response examples (422)
{
  "success": false,
  "message": "Validation Error.",
  "data": {
    "ClientGUID": [
      "The client guid field is required."
    ]
  }
}
Response examples (500)
{
  "success": false,
  "message": "Failed to update the asset."
}