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POST
/
wealth
/
accounts
/
{account_id}
/
profile
/
snapshots
curl --request POST \
  --url https://api.bluumfinance.com/v1/wealth/accounts/{account_id}/profile/snapshots \
  --header 'Authorization: Basic <encoded-value>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "trigger": "manual"
}
'
{
  "snapshot_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "profile_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "version": 123,
  "trigger": "financial_plan",
  "artifact_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "completeness_score": 123,
  "created_at": "2023-11-07T05:31:56Z"
}

Authorizations

​
Authorization
string
header
required

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

Path Parameters

​
account_id
string<uuid>
required

The investor account ID

Body

application/json
​
trigger
enum<string>
default:manual

What triggered this snapshot creation

Available options:
financial_plan,
ips,
manual
​
artifact_id
string<uuid>

Optional ID of the related Financial Plan or IPS

Response

Snapshot created successfully

Immutable snapshot of investor profile at a point in time

​
snapshot_id
string<uuid>
​
profile_id
string<uuid>
​
version
integer

Snapshot version number (increments for each new snapshot)

​
trigger
enum<string>

What triggered this snapshot

Available options:
financial_plan,
ips,
manual
​
artifact_id
string<uuid> | null

ID of the related Financial Plan or IPS document

​
completeness_score
number
​
created_at
string<date-time>