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POST
/
wealth
/
accounts
/
{account_id}
/
dependents
curl --request POST \
  --url https://service.bluumfinance.com/v1/wealth/accounts/{account_id}/dependents \
  --header 'Authorization: Basic <encoded-value>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "first_name": "Emma",
  "last_name": "Smith",
  "relationship": "child",
  "date_of_birth": "2015-03-15",
  "has_education_plans": true,
  "estimated_education_cost": "150000.00",
  "covered_by_health_insurance": true
}
'
{
  "dependent_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "account_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "first_name": "Emma",
  "last_name": "Smith",
  "relationship": "child",
  "date_of_birth": "2015-03-15",
  "financial_support_until": "2023-12-25",
  "has_education_plans": true,
  "estimated_education_cost": "150000.00",
  "covered_by_health_insurance": true,
  "has_special_needs": true,
  "linked_goal_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "linked_goal": {
    "goal_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "name": "<string>",
    "goal_type": "<string>",
    "target_amount": "<string>"
  },
  "notes": "<string>",
  "metadata": {},
  "status": "active",
  "created_at": "2023-11-07T05:31:56Z",
  "updated_at": "2023-11-07T05:31:56Z"
}

Documentation Index

Fetch the complete documentation index at: https://docs.bluumfinance.com/llms.txt

Use this file to discover all available pages before exploring further.

Authorizations

​
Authorization
string
header
required

HTTP Basic Authentication using the API Key as username and API Secret as password.

Headers

​
Idempotency-Key
string

Unique key for idempotent operation

Maximum string length: 128

Path Parameters

​
account_id
string<uuid>
required

The investor account ID

Body

application/json
​
first_name
string
required
Required string length: 1 - 100
Example:

"Emma"

​
relationship
enum<string>
required
Available options:
child,
spouse,
partner,
parent,
grandchild,
sibling,
other
​
last_name
string
Maximum string length: 100
​
date_of_birth
string<date>
​
financial_support_until
string<date>
​
has_education_plans
boolean
default:false
​
estimated_education_cost
string

Decimal string amount

​
covered_by_health_insurance
boolean
default:true
​
has_special_needs
boolean
default:false
​
linked_goal_id
string<uuid>

Optional ID of a financial goal to link

​
notes
string
Maximum string length: 1000
​
metadata
object

Response

Dependent created successfully

A dependent (child, spouse, parent, etc.) linked to an investor for financial planning

​
dependent_id
string<uuid>
read-only
​
account_id
string<uuid>
read-only
​
first_name
string
Example:

"Emma"

​
last_name
string | null
Example:

"Smith"

​
relationship
enum<string>
Available options:
child,
spouse,
partner,
parent,
grandchild,
sibling,
other
Example:

"child"

​
date_of_birth
string<date> | null
Example:

"2015-03-15"

​
financial_support_until
string<date> | null

Date until which financial support is expected

​
has_education_plans
boolean

Whether there are education funding plans for this dependent

Example:

true

​
estimated_education_cost
string | null

Estimated total education cost

Example:

"150000.00"

​
covered_by_health_insurance
boolean
​
has_special_needs
boolean
​
linked_goal_id
string<uuid> | null

ID of a linked financial goal (e.g., education fund)

​
linked_goal
object
read-only

Summary of the linked goal (read-only)

​
notes
string | null
​
metadata
object
​
status
enum<string>
Available options:
active,
inactive,
deceased
Example:

"active"

​
created_at
string<date-time>
read-only
​
updated_at
string<date-time>
read-only