Update income

PUT /api/v2/household/{HouseholdGUID}/incomes/{IncomeGUID}

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

Path parameters

  • HouseholdGUID string(uuid) Required

    The HouseholdGUID of the client.

  • IncomeGUID string(uuid) Required

    The IncomeGUID you want to update.

application/json

Body Required

  • Owner

    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 is 130.

  • 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 is 130.

  • 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 is 50.

  • 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 is 130.

  • 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.

  • ExcludeFormattedValues string | null

    If set to any value, formatted values will be excluded from the response.

Responses

  • 200 application/json

    Success

    Hide response attributes Show response attributes object
    • success boolean

      Default value is true.

    • data object
      Hide data attributes Show data attributes object
      • IncomeGUID string(uuid)
      • ClientGUID string(uuid)
      • IncomeDescription string
      • IncomeType integer
      • TaxBasis integer
      • IncomeAmount number(float)
      • JointOwnerClientGUID string(uuid)
      • Frequency integer
      • BenefitInKindAmount number(float)
      • StartBasis integer
      • StartEventGUID string(uuid)
      • StartAge integer
      • StartDate string
      • EndBasis integer
      • EndEventGUID string(uuid)
      • EndAge integer
      • EndDate string
      • LinkedAssetGUID string(uuid)
      • BackOfficeID string
      • BackOfficeSync integer
      • SumAssured number(float)
      • DeathInService integer
      • DeathMultiple number(float)
      • DeathPolicyType integer
      • FutureLevelChange integer
      • FutureGrossAmount number(float)
      • FutureDateOfChangeBasis integer
      • FutureDateOfChangeEventGUID string(uuid)
      • FutureDateOfChangeAge integer
      • FutureDateOfChangeDate string
      • FormattedValues object
  • 403 application/json

    Permission error.

    Hide response attributes Show response attributes object
    • success boolean

      Default value is false.

    • message string
  • 404 application/json

    Household not found

    Hide response attributes Show response attributes object
    • success boolean

      Default value is false.

    • message string
  • 422 application/json

    Validation error.

    Hide response attributes Show response attributes object
    • success boolean

      Default value is false.

    • message string
    • data object

      Example validation error message.

      Hide data attribute Show data attribute object
      • ClientGUID array[string]
  • 500 application/json

    Internal server error.

    Hide response attributes Show response attributes object
    • success boolean

      Default value is false.

    • message string
PUT /api/v2/household/{HouseholdGUID}/incomes/{IncomeGUID}
curl \
 --request PUT 'https://api.fincalc.co.uk/api/v2/household/{HouseholdGUID}/incomes/{IncomeGUID}' \
 --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","ExcludeFormattedValues":1}'
Request examples
{
  "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",
  "ExcludeFormattedValues": 1
}
Response examples (200)
{
  "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": "£10,000",
      "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"
    }
  }
}
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 income in household"
}