Maintaining synchronized data between platforms is a benefit of using APIs. Both the eMoney "users" and "clients" APIs allow for searching of a specific record based on a number of different options like Logon ID, First Name, Last Name and Owner ID.
The following APIs are used in this use case:
/public/v1/clients
/public/v1/users
More Use Cases
Search for a Specific User
Maintaining synchronized data between platforms is a benefit of using APIs. Both the eMoney "users" and "clients" APIs allow for searching of a specific record based on a number of different options like Logon ID, First Name, Last Name and Owner ID.
The following APIs are used in this use case:
/public/v1/clients
/public/v1/users
Add A Spouse to a Client
A client life event like marriage requires modification to their record to ensure an accurate financial plan.
The following APIs are used in this use case:
/public/v1/clients/{clientId}/spouse