Automate Naviplancentral Advicent.FactFinderService

What Naviplancentral Advicent.FactFinderService is

An API for accessing the NaviPlan Fact Finder.

API host: demo.uat.naviplancentral.com

What HumDay can do in Naviplancentral Advicent.FactFinderService

72 documented operations change something in Naviplancentral Advicent.FactFinderService. The 57 most useful are listed here.

• POSTDescription: The operation creates a new Populated Fact Finder./api/FactFinders/Populate
• POSTDescription: The operation creates an Income./api/Incomes
• POSTDescription: The operation creates an Account./api/Accounts
• POSTDescription: The operation creates an Expense./api/Expenses
• POSTDescription: The operation creates a completely empty draft Fact Finder./api/FactFinders
• POSTDescription: The operation creates a Liability./api/Liabilities
• POSTDescription: The operation creates Demographic information./api/Demographics
• POSTDescription: The operation creates an Education Goal./api/EducationGoals
• POSTDescription: The operation creates a Lifestyle Asset./api/LifestyleAssets
• POSTDescription: The operation creates a Retirement Goal./api/RetirementGoals
• POSTDescription: The operation creates a Real Estate Asset./api/RealEstateAssets
• POSTDescription: The operation creates a Major Purchase./api/MajorPurchaseGoals
• POSTDescription: The operation creates a Life Insurance Policy./api/LifeInsurancePolicies
• POSTDescription: The operation creates a Defined Benefit Pension./api/DefinedBenefitPensions
• POSTCreates a holding and adds it to an existing Account./api/Accounts/{accountId}/Holdings
• POSTDescription: The operation creates a Disability Insurance Policy./api/DisabilityInsurancePolicies
• POSTDescription: The operation creates a Long Term Care Insurance Policy./api/LongTermCareInsurancePolicies
• POSTDescription: The operation creates a Critical Illness Insurance Policy./api/CriticalIllnessInsurancePolicies
• POSTDescription: Creates a subaccount and adds it to an existing Life Insurance Policy./api/LifeInsurancePolicies/{lifeInsurancePolicyId}/Subaccounts
• PUTDescription: The operation creates an Education Goal Expense./api/EducationGoals/{id}
• POSTDescription: This operation submits the Fact Finder data to an external system./api/Clients
• POSTDescription: The operation creates a Snapshot of a Fact Finder./api/FactFinders/{factFinderId}/Snapshots
• POSTCreates a savings strategy on a specific account/api/Accounts/{accountId}/SavingsStrategies
• POSTDescription: The operation creates a Dependent./api/Demographics/{demographicId}/Dependents
• POSTDescription: The operation creates an Education Goal Expense./api/EducationGoals/{educationGoalId}/Expenses
• POSTDescription: The operation creates a Retirement Goal Expense./api/RetirementGoals/{retirementGoalId}/Expenses
• DELETEDescription: The operation removes an Income tied to a Fact Finder./api/Incomes/{id}
• PUTDescription: The operation updates an Income./api/Incomes/{id}
• DELETEDescription: The operation removes an Account tied to a Fact Finder./api/Accounts/{id}
• PUTDescription: The operation updates an Account, deletes associated saving strategies if the account type changes./api/Accounts/{id}
• DELETEDescription: The operation removes an Expense tied to a Fact Finder./api/Expenses/{id}
• PUTDescription: The operation updates an Expense./api/Expenses/{id}
• DELETEDescription: This operation deletes a single Fact Finder for the specified Fact Finder ID./api/FactFinders/{id}
• PUTDescription: The operation updates a Fact Finder./api/FactFinders/{id}
• DELETEDescription: The operation removes a Liability tied to a Fact Finder./api/Liabilities/{id}
• PUTDescription: The operation updates a Liability./api/Liabilities/{id}
• PUTDescription: The operation updates Demographic information./api/Demographics/{id}
• DELETEDescription: The operation removes an Education Goal tied to a Fact Finder./api/EducationGoals/{id}
• DELETEDescription: The operation removes a Lifestyle Asset tied to a Fact Finder./api/LifestyleAssets/{id}
• PUTDescription: The operation updates a Lifestyle Asset./api/LifestyleAssets/{id}
• DELETEDescription: The operation removes a Retirement Goal tied to a Fact Finder./api/RetirementGoals/{id}
• PUTDescription: The operation updates a Retirement Goal./api/RetirementGoals/{id}
• DELETEDescription: The operation removes a Real Estate Asset tied to a Fact Finder./api/RealEstateAssets/{id}
• PUTDescription: The operation updates a Real Estate Asset./api/RealEstateAssets/{id}
• DELETEDescription: The operation removes a Major Purchase tied to a Fact Finder./api/MajorPurchaseGoals/{id}
• PUTDescription: The operation updates a Major Purchase./api/MajorPurchaseGoals/{id}
• DELETEDescription: The operation removes a Life Insurance Policy tied to a Fact Finder./api/LifeInsurancePolicies/{id}
• PUTDescription: The operation updates a Life Insurance Policy, deletes associated sub-accounts if the policy type changes./api/LifeInsurancePolicies/{id}
• DELETEDescription: The operation removes a Defined Benefit Pension tied to a Fact Finder./api/DefinedBenefitPensions/{id}
• PUTDescription: The operation updates a Defined Benefit Pension./api/DefinedBenefitPensions/{id}
• DELETEDescription: The operation removes a Disability Insurance Policy tied to a Fact Finder./api/DisabilityInsurancePolicies/{id}
• PUTDescription: The operation updates a Disability Insurance Policy./api/DisabilityInsurancePolicies/{id}
• DELETEDescription: The operation removes a Long Term Care Insurance Policy tied to a Fact Finder./api/LongTermCareInsurancePolicies/{id}
• PUTDescription: The operation updates a Long Term Care Insurance Policy./api/LongTermCareInsurancePolicies/{id}
• DELETEDescription: The operation removes a Critical Illness Insurance Policy tied to a Fact Finder./api/CriticalIllnessInsurancePolicies/{id}
• PUTDescription: The operation updates a Critical Illness Insurance Policy./api/CriticalIllnessInsurancePolicies/{id}
• PUTDescription: The operation populates a fact finder./api/FactFinders/{id}/Populate

What HumDay can read from Naviplancentral Advicent.FactFinderService

These are the operations a schedule or a trigger can watch.

• GETDescription: This operation retrieves all Fact Finders for the specified householdId, or if null, all households associated with the user./api/FactFinders
• GETDescription: This operation retrieves all Incomes for the specified Fact Finder ID./api/Incomes
• GETDescription: This operation retrieves all Accounts for the specified Fact Finder ID and/or external source ID./api/Accounts
• GETDescription: This operation retrieves all Expenses for the specified Fact Finder ID./api/Expenses
• GETDescription: This operation retrieves all Income Types for the specified country./api/IncomeTypes
• GETDescription: This operation retrieves all Liabilities for the specified Fact Finder ID./api/Liabilities
• GETDescription: This operation retrieves all Account Types for the specified country./api/AccountTypes
• GETDescription: This operation retrieves all Demographic information for the specified Fact Finder ID./api/Demographics
• GETDescription: This operation retrieves all Expense Types for the specified country./api/ExpenseTypes
• GETDescription: This operation retrieves owner values for the fact finder based on demographics data Purpose: Provides the list of valid options for owner, student, beneficiary, etc./api/Presentation/Demographics/Owners
• GETDescription: This operation retrieves all Education Goals for the specified Fact Finder ID./api/EducationGoals
• GETDescription: This operation retrieves all Frequency Types for the specified country and entity./api/FrequencyTypes
• GETDescription: This operation retrieves all Liability Types for the specified country./api/LiabilityTypes
• GETDescription: This operation retrieves all Lifestyle Assets for the specified Fact Finder ID./api/LifestyleAssets
• GETDescription: This operation retrieves all Retirement Goals for the specified Fact Finder ID./api/RetirementGoals
• GETDescription: This operation retrieves all States and Provinces for the specified country./api/StatesProvinces
• GETDescription: This operation retrieves all Real Estate Assets for the specified Fact Finder ID./api/RealEstateAssets
• GETDescription: This operation retrieves all Filing Status Types for the specified country./api/FilingStatusTypes
• GETDescription: This operation retrieves all Major Purchases for the specified Fact Finder ID./api/MajorPurchaseGoals
• GETDescription: This operation retrieves information statistics for the current service./api/ServiceInformation
• GETDescription: This operation retrieves all Lifestyle Asset Types for the specified country./api/LifestyleAssetTypes
• GETDescription: This operation retrieves all Life Insurance Policies for the specified Fact Finder ID./api/LifeInsurancePolicies
• GETDescription: This operation retrieves all Defined Benefit Pensions for the specified Fact Finder ID./api/DefinedBenefitPensions
• GETDescription: This operation retrieves all Major Purchase Goal Types for the specified country./api/MajorPurchaseGoalTypes
• GETDescription: This operation retrieves all Life Insurance Policy Types for the specified country./api/LifeInsurancePolicyTypes
• GETDescription: This operation retrieves all Disability Insurance Policies for the specified Fact Finder ID./api/DisabilityInsurancePolicies
• GETDescription: This operation retrieves all Long Term Care Insurance Policies for the specified Fact Finder ID./api/LongTermCareInsurancePolicies
• GETDescription: This operation retrieves all Disability Insurance Policy Types for the specified country./api/DisabilityInsurancePolicyTypes
• GETDescription: This operation retrieves all Critical Illness Insurance Policies for the specified Fact Finder ID./api/CriticalIllnessInsurancePolicies
• GETDescription: This operation retrieves all Critical Illness Insurance Policy Types for the specified country./api/CriticalIllnessInsurancePolicyTypes
• GETDescription: This operation retrieves all current Incomes for the specified Fact Finder ID./api/Presentation/Incomes
• GETDescription: This operation retrieves all current Accounts for the specified Fact Finder ID, as well as all of the holdings and savings strategies belonging to those accounts./api/Presentation/Accounts
• GETDescription: This operation retrieves all future Defined Benefit Pensions for the specified Fact Finder ID./api/Presentation/Pensions
• GETDescription: This operation retrieves all current Liabilities for the specified Fact Finder ID./api/Presentation/Liabilities
• GETDescription: This operation retrieves a single Income for the specified Income ID./api/Incomes/{id}
• GETDescription: This operation retrieves a single Account for the specified Account ID./api/Accounts/{id}
• GETDescription: This operation retrieves a single Expense for the specified Expense ID./api/Expenses/{id}
• GETDescription: This operation retrieves a single Fact Finder for the specified Fact Finder ID./api/FactFinders/{id}
• GETDescription: This operation retrieves the Income Type for the specified id./api/IncomeTypes/{id}
• GETDescription: This operation retrieves a single Liability for the specified Liability ID./api/Liabilities/{id}
• GETDescription: This operation retrieves all Account Types for the specified id./api/AccountTypes/{id}
• GETDescription: This operation retrieves Demographic information for the specified Demographic information ID./api/Demographics/{id}
• GETDescription: This operation retrieves all Expense Types for the specified country./api/ExpenseTypes/{id}

How automating Naviplancentral Advicent.FactFinderService works

1. Describe the outcome. Say what you want to happen, in your own words. No node graphs, no field mapping.
2. Approve the contract. HumDay writes down exactly what it will do, what it will touch, and what it will never do. You approve it before anything is built.
3. See it proven. The program runs and shows you the result before it is allowed near your live Naviplancentral Advicent.FactFinderService account.
4. Grant access, then go live. You approve the specific Naviplancentral Advicent.FactFinderService operations it may use — and only those.

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Categories

• Finance

Questions about Naviplancentral Advicent.FactFinderService automation

Can HumDay connect to Naviplancentral Advicent.FactFinderService?

Yes. HumDay reads Naviplancentral Advicent.FactFinderService's own published API description and derives the operations from it, so there is no hand-built connector to wait for. 151 operations are documented.

Do I need to write code to automate Naviplancentral Advicent.FactFinderService?

No. You describe the outcome you want in plain words. HumDay agrees a contract with you, writes the program, and shows you a test run before anything touches your Naviplancentral Advicent.FactFinderService account.

What can HumDay do in Naviplancentral Advicent.FactFinderService?

72 of the 151 documented operations change something in Naviplancentral Advicent.FactFinderService, and 79 read from it. HumDay only ever uses the specific operations your approved contract needs.

Is my Naviplancentral Advicent.FactFinderService account safe?

Your credentials are stored encrypted and are never shown in chat, code, or logs. Every run is limited to the operations you explicitly approved, and anything that writes to Naviplancentral Advicent.FactFinderService is held behind that approval.

Where this came from

The operations above are read from a published API description for Naviplancentral Advicent.FactFinderService at demo.uat.naviplancentral.com/factfinder/swagger/docs/v1. Descriptions are the provider’s own words, not ours. Last published 2021-06-21.