Circumstances dictate that clients will sometimes be required to be deleted from the eMoney platform. This could be the result of a life event or their desire to seek service from another firm.
The following APIs are used in this use case:
/public/v1/clients/{clientId}
More Use Cases
Download Documents From The eMoney Vault
The eMoney Client Vault securely stores files generated by the application as well as any documentation uploaded by the client. Use our APIs to download items stored in the Vault for editing and managing on other platforms. Use our APIs to share the edited files back in the eMoney Vault.
The following APIs are used in this use case:
Create a User with an ExternalID
eMoney supports the use of multiple external identifiers for a user. This is helpful when eMoney is being used in combination with other tools and the user is identified by the same ID among all platforms. Populating the "externalId" field in the below API can accomplish this helpful workflow.
The following APIs are used in this use case:
/public/v1/users