Create Financial Assessment
Testing
POST
/client/financial-assessment
create_financial_assessment
Last modified:2025-03-07 03:21:12
Request Request Example
Shell
JavaScript
Java
Swift
curl --location --request POST 'https://api-core.deriv.com/v1/client/financial-assessment' \
--header 'Authorization: {{CLIENT_AUTH_TOKEN}}' \
--header 'x-client-id: {{RL_EXCLUSION_KEY}}' \
--header 'Content-Type: application/json' \
--data-raw '{
"estimated_net_worth": "{{$helpers.arrayElement(['\''Less than $10,000'\'','\''$10,001 - $25,000'\'','\''$25,001 - $50,000'\'','\''$50,001 - $75,000'\'','\''$75,001 - $100,000'\'','\''$100,001 - $250,000'\'','\''$250,001 - $500,000'\'','\''Over $500,000'\''])}}",
"occupation": "{{$helpers.arrayElement(['\''Director'\'','\''Manager'\'','\''Coordinator'\'','\''Specialist'\'','\''Administrator'\'','\''Assistant'\'','\''Technician'\''])}}",
"source_of_wealth": "{{$helpers.arrayElement(['\''Accumulation of Income/Savings'\'','\''Business'\'','\''Inheritance'\'','\''Investments and Dividends '\'','\''Retirement Income'\'','\''Proceeds of sale of cryptocurrencies'\'','\''Sale of Property'\''])}}",
"net_annual_income": "{{$helpers.arrayElement(['\''Less than $10,000'\'','\''$10,001 - $25,000'\'','\''$25,001 - $50,000'\'','\''$50,001 - $75,000'\'','\''$75,001 - $100,000'\'','\''$100,001 - $250,000'\'','\''$250,001 - $500,000'\'','\''Over $500,000'\''])}}",
"primary_source_of_funds_for_trading": "{{$helpers.arrayElement(['\''Gaming or Casino'\'','\''Financial Services & Banking'\'','\''Technology & Communications'\'','\''Healthcare & Medical Services'\'','\''Manufacturing, Mining & Industrial'\'','\''Professional Services'\'','\''Consumer Services & Retail'\''])}}"
}'
Response Response Example
200 - Success
{
"data": [
{
"client_id": 938,
"data": {
"occupation": "Manager",
"source_of_wealth": "Retirement Income",
"net_annual_income": "Over $500,000",
"estimated_net_worth": "$100,001 - $250,000",
"primary_source_of_funds_for_trading": "Technology & Communications"
},
"created_time": "2025-03-07T03:13:41.759205",
"updated_time": null
}
],
"meta": {
"endpoint": "/client/financial-assessment",
"method": "POST",
"timing": 963
}
}
Request
Header Params
Authorization
stringÂ
optional
Example:
{{CLIENT_AUTH_TOKEN}}
x-client-id
stringÂ
optional
Default:
{{RL_EXCLUSION_KEY}}
Body Params application/json
Responses
Modified at 2025-03-07 03:21:12