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
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
Client Divorce
When a client gets divorced, a few key settings must be updated in the eMoney platform to ensure an accurate financial plan. Follow these steps to make those changes.
Step 1: Update Client's Marital Fields in Client Record
Utilize the /clients API to modify the "maritalStatus" to "Divorced" and "previousMarriages" to "true".
Step 3: Delete Spouse From the Client Record
Utilize the /spouse API to delete the spouse from the client record.
Step 4: Delete Spouse Client Portal Logon (If Applicable)
Utilize the /logons API to delete the spouse's access to their client portal.