RiskQuestionnaireProfiler - 1.0.0
1.0.0
EValue
18/Mar/2020 15:08:06 PM GMT
PUBLISHED
Production and Sandbox Endpoints
Production and Sandbox URLs:
Description
The Risk Questionnaire Profiler API provides a risk profile rating for an investor, and related asset allocation, based on risk profile questionnaire answers. This API contains 3 parts; getQuestionnaireNames has no request parameters and returns a list of the available questionnaires, getQuestionnaireData takes a questionnaire name (selected from the list returned in getQuesionnaireNames above) as the request parameter and returns the questions and associated answers. It also returns the version number for the questionnaire, calculateRisk takes the questionnaire name, question and response ids selected by client and investment term as request parameters. Returns the calculated risk profile and fund/asset breakdown for the calculated risk profile. Please refer to the Pricing Plan and the Credits Plan for the number of credits required to call this API.
Business Information
Technical Owner : EValue [apiteam@ev.uk]
How To
| Name | Summary | |
|---|---|---|
| API Documentation | Technical specification of inputs/outputs | View Content |
| How-To | Documented example | View Content |
| Request-Response diagram | Visual representation of the request/response for this API | Download |
| EValue Risk Descriptions | EValue Standard Risk Descriptions | Download |