| All Verbs | /projection |
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import datetime
import decimal
from marshmallow.fields import *
from servicestack import *
from typing import *
from dataclasses import dataclass, field
from dataclasses_json import dataclass_json, LetterCase, Undefined, config
from enum import Enum, IntEnum
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class Member(Member):
id: Optional[str] = None
email: Optional[str] = None
employee_guid_string: Optional[str] = None
ignore_gender: Optional[bool] = None
class SolveTarget(str, Enum):
NA = 'NA'
RUN_OUT_AGE = 'RunOutAge'
INCOME = 'Income'
AGE_R = 'AgeR'
CONTRIBUTIONS = 'Contributions'
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class SolvePathEntry:
v: Optional[float] = None
p: Optional[float] = None
r: Optional[float] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ProjectionPointDto:
t: Optional[int] = None
global_period: Optional[float] = None
year: Optional[int] = None
age: Optional[float] = None
int_age: Optional[int] = None
indexation: Optional[float] = None
avg_growth_indexation: Optional[float] = None
price_inflation: Optional[float] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class MemberPointDto(ProjectionPointDto):
period: Optional[float] = None
both_are_retired: Optional[bool] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ProjectableDto:
as_at: Optional[datetime.datetime] = None
age: Optional[float] = None
int_age: Optional[int] = None
year: Optional[int] = None
period_to_next_e_o_f_y: Optional[float] = None
index_type: Optional[str] = None
class PersonType(str, Enum):
PRIMARY = 'Primary'
PARTNER = 'Partner'
class Gender(str, Enum):
FEMALE = 'Female'
MALE = 'Male'
OTHER = 'Other'
class SalaryType(str, Enum):
GROSS = 'Gross'
NET = 'Net'
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class SalaryChangeDto:
from_age: Optional[int] = None
amount: Optional[float] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class SalaryDto:
type: Optional[SalaryType] = None
ccy: Optional[str] = None
amount: Optional[float] = None
freq: Optional[float] = None
annual_amount: Optional[float] = None
index_type: Optional[str] = None
salary_changes: Optional[List[SalaryChangeDto]] = None
class OtherIncomeType(str, Enum):
PENSION = 'Pension'
INVESTMENTS = 'Investments'
INCOME = 'Income'
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class IncomeStreamDto:
name: Optional[str] = None
index_type: Optional[str] = None
type: Optional[OtherIncomeType] = None
amount: Optional[float] = None
from_age: Optional[int] = None
to_age: Optional[int] = None
is_taxable: Optional[bool] = None
custom: Optional[Dict[str, str]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class SocialSecurityDto(ProjectableDto):
owner: Optional[PersonType] = None
include_s_s: Optional[bool] = None
is_married: Optional[bool] = None
home_owner: Optional[bool] = None
personal_assets: Optional[float] = None
num_people: Optional[int] = None
dob: Optional[datetime.datetime] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class CareerBreakDto:
from_age: Optional[int] = None
to_age: Optional[int] = None
working_rate: Optional[float] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class CareerBreaksDto:
will_take: Optional[bool] = None
breaks: Optional[List[CareerBreakDto]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class PersonDto(ProjectableDto):
type: Optional[PersonType] = None
index: Optional[int] = None
first_name: Optional[str] = None
last_name: Optional[str] = None
gender: Optional[Gender] = None
is_age_input: Optional[bool] = None
dob: Optional[datetime.datetime] = None
age_at_last30_june: Optional[int] = None
private_health_insurance: Optional[bool] = None
service_date: Optional[datetime.datetime] = None
service: Optional[float] = None
int_service: Optional[int] = None
age_r: Optional[int] = None
age_r_months: Optional[int] = None
email: Optional[str] = None
salaries: Optional[Dict[str, SalaryDto]] = None
salary_change_series: Optional[List[float]] = None
has_other_income: Optional[bool] = None
other_income: Optional[List[IncomeStreamDto]] = None
social_security: Optional[SocialSecurityDto] = None
taxable_deductions: Optional[float] = None
non_taxable_deductions: Optional[float] = None
career_changes: Optional[CareerBreaksDto] = None
custom: Optional[Dict[str, str]] = None
salary_key: Optional[str] = None
annual_projectible_salary: Optional[float] = None
projection_breakdown_code: Optional[str] = None
salary: Optional[float] = None
salary_freq: Optional[float] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class PersonPointDto(ProjectionPointDto):
is_retired: Optional[bool] = None
service: Optional[float] = None
cont_period: Optional[float] = None
annual_projectible_salary: Optional[float] = None
salary_p_v: Optional[float] = None
salary: Optional[float] = None
salary_m_o_y: Optional[float] = None
pre_tax_deductions: Optional[float] = None
other_taxable_income: Optional[float] = None
total_other_taxable_income: Optional[float] = None
taxable_income: Optional[float] = None
taxable_income_with_conts: Optional[float] = None
taxable_income_no_conts: Optional[float] = None
total_income_tax: Optional[float] = None
income_tax_with_conts: Optional[float] = None
income_tax_no_conts: Optional[float] = None
after_tax_earnings: Optional[float] = None
after_tax_earnings_with_conts: Optional[float] = None
after_tax_earnings_no_conts: Optional[float] = None
post_tax_deductions: Optional[float] = None
total_after_tax_drawdown: Optional[float] = None
other_tax_free_income: Optional[float] = None
after_tax_deductions: Optional[float] = None
after_tax_deductions_with_conts: Optional[float] = None
after_tax_deductions_no_conts: Optional[float] = None
drawdowns: Optional[float] = None
total_after_tax: Optional[float] = None
total_after_tax_with_conts: Optional[float] = None
total_after_tax_no_conts: Optional[float] = None
net_income: Optional[float] = None
tax_ratio: Optional[float] = None
pv_factor_b_o_y: Optional[float] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class IncomeStreamPointDto(ProjectionPointDto):
income_p_v: Optional[float] = None
income: Optional[float] = None
taxable_amount: Optional[float] = None
non_taxable_amount: Optional[float] = None
taxable_amount_p_v: Optional[float] = None
non_taxable_amount_p_v: Optional[float] = None
net_income: Optional[float] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class IncomeStreamProjectionDto:
item: Optional[IncomeStreamDto] = None
count: Optional[int] = None
projection: Optional[List[IncomeStreamPointDto]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class SocialSecurityPointDto(ProjectionPointDto):
personal_assets: Optional[float] = None
assessable_assets: Optional[float] = None
full_pension_p_p: Optional[float] = None
asset_threshold: Optional[float] = None
min_pension: Optional[float] = None
asset_means_test: Optional[float] = None
deemed_income_threshold: Optional[float] = None
deemed_return: Optional[float] = None
actual_income: Optional[float] = None
total_income: Optional[float] = None
income_threshold: Optional[float] = None
income_test: Optional[float] = None
total_social_security: Optional[float] = None
income: Optional[float] = None
full_pension_indexation: Optional[float] = None
min_pension_indexation: Optional[float] = None
asset_threshold_indexation: Optional[float] = None
income_threshold_indexation: Optional[float] = None
deemed_income_threshold_indexation: Optional[float] = None
personal_assets_indexation: Optional[float] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class SocialSecurityProjectionDto:
item: Optional[SocialSecurityDto] = None
projection: Optional[List[SocialSecurityPointDto]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class PersonProjectionDto:
item: Optional[PersonDto] = None
count: Optional[int] = None
projection: Optional[List[PersonPointDto]] = None
other_income_projections: Optional[List[IncomeStreamProjectionDto]] = None
social_security_projection: Optional[SocialSecurityProjectionDto] = None
dob: Optional[datetime.datetime] = None
class AssetType(str, Enum):
FIN_ASSET = 'FinAsset'
AU_SUPER = 'AUSuper'
AUABP = 'AUABP'
class MinSpendRule(str, Enum):
NO_MINIMUM = 'NoMinimum'
FULL_VALUE = 'FullValue'
AU_ABP_MIN = 'AuAbpMin'
class MaxSpendRule(str, Enum):
NO_MAXIMUM = 'NoMaximum'
AU_SUPER = 'AuSuper'
class SocialSecurityTreatment(str, Enum):
EXEMPT = 'Exempt'
DEEMED = 'Deemed'
ACTUAL = 'Actual'
class ContributionType(str, Enum):
FIXED = 'Fixed'
TIME = 'Time'
LOOKUP = 'Lookup'
MATCH = 'Match'
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ContributionDto(ProjectableDto):
code: Optional[str] = None
index: Optional[int] = None
name: Optional[str] = None
ccy: Optional[str] = None
cont_table: Optional[str] = None
lookup_key: Optional[str] = None
is_employee_cont: Optional[bool] = None
employer_flag: Optional[bool] = None
type: Optional[ContributionType] = None
source_rate: Optional[str] = None
is_taxable: Optional[bool] = None
amount: Optional[float] = None
core_amount: Optional[float] = None
freq: Optional[float] = None
rate: Optional[float] = None
core_rate: Optional[float] = None
from_age: Optional[int] = None
to_age: Optional[int] = None
salary: Optional[float] = None
annual_amount: Optional[float] = None
annual_core_amount: Optional[float] = None
is_always_one_off: Optional[bool] = None
is_one_off: Optional[bool] = None
custom: Optional[Dict[str, str]] = None
member_rate_lookup: Optional[Dict[int, float]] = None
is_from_salary: Optional[bool] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class FeeDto(ProjectableDto):
name: Optional[str] = None
ccy: Optional[str] = None
amount: Optional[float] = None
freq: Optional[float] = None
annual_amount: Optional[float] = None
rate: Optional[float] = None
is_taxable: Optional[bool] = None
from_age: Optional[int] = None
to_age: Optional[int] = None
custom: Optional[Dict[str, str]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class FeeCapArrangementDto(ProjectableDto):
name: Optional[str] = None
amount: Optional[float] = None
indexation_rate_series: Optional[int] = None
rate: Optional[float] = None
fees_included: Optional[List[int]] = None
from_time: Optional[int] = None
to_time: Optional[int] = None
custom: Optional[Dict[str, str]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ProductAllocationMappingDto:
current: Optional[Dict[str, float]] = None
future: Optional[Dict[str, float]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ProductAllocationDto:
name: Optional[str] = None
from_age: Optional[int] = None
opt_alloc: Optional[ProductAllocationMappingDto] = None
total_alloc: Optional[float] = None
class RatesSource(str, Enum):
DB = 'DB'
MEMBER = 'Member'
MEMBER_RATES = 'MemberRates'
CLIENT_RATES = 'ClientRates'
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class AssetDto(ProjectableDto):
type: Optional[AssetType] = None
owner: Optional[PersonType] = None
code: Optional[str] = None
name: Optional[str] = None
ccy: Optional[str] = None
value: Optional[float] = None
change: Optional[float] = None
transfer_to: Optional[int] = None
transfer_age: Optional[int] = None
will_spend: Optional[bool] = None
min_rule: Optional[MinSpendRule] = None
max_rule: Optional[MaxSpendRule] = None
ss_treatment: Optional[SocialSecurityTreatment] = None
spend_on_annuity: Optional[bool] = None
cont_tax_rate: Optional[float] = None
total_conts: Optional[float] = None
total_conts_freq: Optional[float] = None
total_lump_sum_conts: Optional[float] = None
rebalance: Optional[bool] = None
ret_lump_sum: Optional[bool] = None
contributions: Optional[List[ContributionDto]] = None
fees: Optional[List[FeeDto]] = None
fee_cap_arrangements: Optional[List[FeeCapArrangementDto]] = None
alloc: Optional[List[ProductAllocationDto]] = None
rates_source: Optional[RatesSource] = None
custom: Optional[Dict[str, str]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class AssetPointDto(ProjectionPointDto):
period: Optional[float] = None
asset_switch_flag: Optional[bool] = None
cont_return: Optional[float] = None
bal_cash_flow_return: Optional[float] = None
bal_b_o_y: Optional[float] = None
bal_b_o_y_p_v: Optional[float] = None
bal_b_o_y_post_transfers: Optional[float] = None
bal_b_o_y_post_transfers_p_v: Optional[float] = None
bal_b_o_y_post_transfers_simple: Optional[float] = None
bal_b_o_y_post_transfers_w_o_l_s: Optional[float] = None
transfers_out: Optional[float] = None
transfers_out_with_l_s: Optional[float] = None
lump_sum_at_ret: Optional[float] = None
drawdown_eligibility: Optional[float] = None
min_drawdown: Optional[float] = None
intermediate_min_drawdown: Optional[float] = None
drawdown_returns: Optional[float] = None
cont_return_pow: Optional[float] = None
bal_cash_flow_return_pow: Optional[float] = None
bal_pre_drawdown: Optional[float] = None
proportion_of_asset: Optional[float] = None
additional_drawdown: Optional[float] = None
total_intermediate_drawdown: Optional[float] = None
total_drawdowns: Optional[float] = None
total_drawdowns_p_v: Optional[float] = None
total_taxable_fees: Optional[float] = None
total_non_taxable_fees: Optional[float] = None
returns_for_fees: Optional[float] = None
balance_for_fees: Optional[float] = None
tax_deductions: Optional[float] = None
returns: Optional[float] = None
bal_e_o_y: Optional[float] = None
asset_bal_purchase: Optional[float] = None
bal_b_o_y_post_annuity_purchase: Optional[float] = None
bal_b_o_y_post_annuity_purchase_person: Optional[float] = None
ss_bal_b_o_y_post_annuity_purchase: Optional[float] = None
total_cashflow_b_o_y: Optional[float] = None
total_cashflow_m_o_y: Optional[float] = None
total_contributions_m_o_y: Optional[float] = None
remaining_drawdown_required: Optional[float] = None
total_drawdown_required: Optional[float] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class FeePointDto(ProjectionPointDto):
years_since_from_age: Optional[float] = None
period: Optional[float] = None
amount: Optional[float] = None
rate_amount: Optional[float] = None
total_tax_deductible: Optional[float] = None
total_non_tax_deductible: Optional[float] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class FeeProjectionDto:
item: Optional[FeeDto] = None
projection: Optional[List[FeePointDto]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class FeeCapPointDto(ProjectionPointDto):
period: Optional[float] = None
total_fee_cap: Optional[float] = None
tax_deductible_fees: Optional[float] = None
non_tax_deductible_fees: Optional[float] = None
offset_tax_deductible: Optional[float] = None
offset_non_tax_deductible: Optional[float] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class FeeCapProjectionDto:
item: Optional[FeeCapArrangementDto] = None
count: Optional[int] = None
projection: Optional[List[FeeCapPointDto]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class TotalContributionDto(ProjectableDto):
pass
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class TotalContributionPointDto(ProjectionPointDto):
cont_indexation: Optional[float] = None
total_member_non_taxable_salary_cont: Optional[float] = None
total_member_non_taxable_non_salary_cont: Optional[float] = None
threshold: Optional[float] = None
co_cont_amt: Optional[float] = None
cont_caps_total_employer: Optional[float] = None
transfer_balance_cap: Optional[float] = None
cont_caps_total_member_taxable: Optional[float] = None
cont_caps_total_member_non_taxable_salary: Optional[float] = None
cont_caps_total_member_non_taxable_non_salary: Optional[float] = None
capped_cont_total_employer: Optional[float] = None
capped_cont_total_member_taxable: Optional[float] = None
capped_cont_total_member_non_taxable_salary_cont: Optional[float] = None
capped_cont_total_member_non_taxable_non_salary_cont: Optional[float] = None
au_low_income_super_tax_offset: Optional[float] = None
cont_tax: Optional[float] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ContributionPointDto(ProjectionPointDto):
period: Optional[float] = None
salary: Optional[float] = None
rate_lookup_value: Optional[str] = None
linked_cont_rate: Optional[float] = None
rate: Optional[float] = None
amount: Optional[float] = None
rate_amount: Optional[float] = None
cont_amount: Optional[float] = None
total_member_taxable: Optional[float] = None
total_member_non_taxable: Optional[float] = None
total_member_non_taxable_salary: Optional[float] = None
total_member_non_taxable_non_salary: Optional[float] = None
total_employer: Optional[float] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ContributionProjectionDto:
item: Optional[ContributionDto] = None
projection: Optional[List[ContributionPointDto]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class TotalContributionProjectionDto:
item: Optional[TotalContributionDto] = None
projection: Optional[List[TotalContributionPointDto]] = None
contribution_projections: Optional[List[ContributionProjectionDto]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class AssetProjectionDto:
item: Optional[AssetDto] = None
projection: Optional[List[AssetPointDto]] = None
dob: Optional[datetime.datetime] = None
asset_index: Optional[int] = None
fee_projections: Optional[List[FeeProjectionDto]] = None
fee_cap_projections: Optional[List[FeeCapProjectionDto]] = None
total_contribution_projection: Optional[TotalContributionProjectionDto] = None
class AnnuityPriceType(str, Enum):
CALC = 'Calc'
TABLE = 'Table'
class AnnuityType(str, Enum):
DEFERRED = 'Deferred'
IMMEDIATE = 'Immediate'
THE_OTHER_TYPE = 'TheOtherType'
class AnnuityPurchaseType(str, Enum):
PERC = 'Perc'
INCOME = 'Income'
AMOUNT = 'Amount'
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class AnnuityDto(ProjectableDto):
price_type: Optional[AnnuityPriceType] = None
price: Optional[float] = None
owner: Optional[PersonType] = None
gender: Optional[Gender] = None
owner_age: Optional[int] = None
spouse_age: Optional[int] = None
type: Optional[AnnuityType] = None
purchase_type: Optional[AnnuityPurchaseType] = None
purchase_amount: Optional[float] = None
perc_balance_spent: Optional[float] = None
amount_spent: Optional[float] = None
income_purchased: Optional[float] = None
purchase_age: Optional[int] = None
deferral_period: Optional[int] = None
indexation_name: Optional[str] = None
dr_stochastic: Optional[str] = None
implied_inflation_stochastic_series: Optional[str] = None
reversion: Optional[float] = None
guarantee: Optional[float] = None
timing: Optional[float] = None
scale_qx: Optional[float] = None
scale_impr: Optional[float] = None
age_rating: Optional[int] = None
spouse_age_rating: Optional[int] = None
custom: Optional[Dict[str, str]] = None
table_name: Optional[str] = None
impr_factor_table_name: Optional[str] = None
spouse_age_at_purchase: Optional[int] = None
expense: Optional[float] = None
cache_key: Optional[str] = None
target_tpx: Optional[float] = None
payment_term: Optional[float] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class AnnuitiesPointDto(ProjectionPointDto):
purchase_year: Optional[int] = None
discount_rate: Optional[float] = None
stoch_annuity_rate_index: Optional[int] = None
inflation: Optional[float] = None
purchase: Optional[bool] = None
pension_payment_period: Optional[bool] = None
asset_bal_purchase_total: Optional[float] = None
annuity_indexation: Optional[float] = None
purchase_price: Optional[float] = None
purchase_amount: Optional[float] = None
purchase_amount_p_v: Optional[float] = None
annuity_income: Optional[float] = None
annuity_income_period: Optional[float] = None
annuity_income_p_v: Optional[float] = None
annuity_assessable_asset: Optional[float] = None
annuity_assessable_income: Optional[float] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class AnnuitiesProjectionDto:
item: Optional[AnnuityDto] = None
count: Optional[int] = None
projection: Optional[List[AnnuitiesPointDto]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class SpendingGoalDto(ProjectableDto):
name: Optional[str] = None
amount: Optional[float] = None
freq: Optional[float] = None
effective_freq: Optional[float] = None
exclude_from_projection: Optional[bool] = None
from_age: Optional[int] = None
to_age: Optional[int] = None
selected_personalised: Optional[str] = None
tag: Optional[str] = None
custom: Optional[Dict[str, str]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class SpendingGoalPointDto(ProjectionPointDto):
freq: Optional[float] = None
years_since_from_age: Optional[float] = None
period: Optional[float] = None
amount: Optional[float] = None
amount_p_v: Optional[float] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class SpendingGoalProjectionDto:
item: Optional[SpendingGoalDto] = None
count: Optional[int] = None
projection: Optional[List[SpendingGoalPointDto]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class InvestmentPropertyDto(ProjectableDto):
owner: Optional[PersonType] = None
value: Optional[float] = None
rent_yield: Optional[float] = None
expense: Optional[float] = None
downsize: Optional[float] = None
downsize_age: Optional[float] = None
downsize_to_asset: Optional[int] = None
rates: Optional[float] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class InvestmentPropertyPointDto(ProjectionPointDto):
capital_growth_rate: Optional[float] = None
value_before_downsize: Optional[float] = None
downsize: Optional[float] = None
value_after_downsize: Optional[float] = None
rent: Optional[float] = None
expenses: Optional[float] = None
value_before_downsize_p_v: Optional[float] = None
income: Optional[float] = None
net_rent: Optional[float] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class InvestmentPropertyProjectionDto:
item: Optional[InvestmentPropertyDto] = None
projection: Optional[List[InvestmentPropertyPointDto]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class SummaryDto(ProjectableDto):
pass
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class SummaryPointDto(ProjectionPointDto):
period: Optional[float] = None
deflator_b_o_y: Optional[float] = None
deflator_m_o_y: Optional[float] = None
income_needs: Optional[float] = None
income_you: Optional[float] = None
income_partner: Optional[float] = None
social_security: Optional[float] = None
income_assets: Optional[float] = None
total_income: Optional[float] = None
gap: Optional[float] = None
balance_assets: Optional[float] = None
balance_property: Optional[float] = None
income_annuities: Optional[float] = None
income_property: Optional[float] = None
lump_sum_spend: Optional[float] = None
ret_period: Optional[float] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class SummaryProjectionDto:
item: Optional[SummaryDto] = None
count: Optional[int] = None
projection: Optional[List[SummaryPointDto]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class MemberProjectionDto:
count: Optional[int] = None
projection: Optional[List[MemberPointDto]] = None
people: Optional[List[PersonProjectionDto]] = None
assets: Optional[List[AssetProjectionDto]] = None
annuities: Optional[List[AnnuitiesProjectionDto]] = None
spending: Optional[List[SpendingGoalProjectionDto]] = None
investment_properties: Optional[List[InvestmentPropertyProjectionDto]] = None
summary: Optional[SummaryProjectionDto] = None
income_r: Optional[float] = None
income_r_breakdown: Optional[Dict[str, float]] = None
bal_r: Optional[float] = None
bal_r_f_v: Optional[float] = None
balance_run_out_age: Optional[int] = None
income_gap_flag: Optional[bool] = None
residual_balance: Optional[bool] = None
lump_sum_ret: Optional[float] = None
income_vectors: Optional[Dict[str, List[float]]] = None
projections: Optional[Dict[str, List[ProjectionBreakdownDto]]] = None
inheritance: Optional[float] = None
inheritance_goal: Optional[float] = None
balance_run_out_time: Optional[int] = None
time_both_retired: Optional[int] = None
years_in_retirement: Optional[int] = None
annuity_purchase_amount: Optional[float] = None
cost_to_you: Optional[float] = None
tax_relief: Optional[float] = None
employer_match: Optional[float] = None
extra_amount: Optional[float] = None
you_pay: Optional[float] = None
total_invested: Optional[float] = None
solve_path: Optional[List[SolvePathEntry]] = None
solver_count: Optional[int] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class SimulationResultDto:
id: Optional[int] = None
target_income: Optional[float] = None
target_age: Optional[int] = None
net_income: Optional[float] = None
contributions_out_of_pocket: Optional[float] = None
income_r: Optional[float] = None
income_r_breakdown: Optional[Dict[str, float]] = None
run_out_age: Optional[int] = None
first_balance_zero_age: Optional[int] = None
age_r: Optional[float] = None
bal_r: Optional[float] = None
inheritance_goal: Optional[float] = None
inheritance: Optional[float] = None
residual_bal: Optional[float] = None
year1_pension: Optional[float] = None
projection: Optional[MemberProjectionDto] = None
class DataSource(str, Enum):
DB = 'Db'
CACHE = 'Cache'
PARAMETER = 'Parameter'
NA = 'NA'
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class DataSourceResult:
d: Optional[DataSource] = None
t: Optional[int] = None
class CallType(str, Enum):
SYNC = 'Sync'
ASYNC = 'Async'
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class StochasticProjectionDiagnostics:
data_sources: Optional[Dict[str, DataSourceResult]] = None
run_time: Optional[datetime.datetime] = None
run_duration: Optional[int] = None
projection_svc_duration: Optional[int] = None
remote_projection_svc_duration: Optional[int] = None
web_api_duration: Optional[int] = None
remote_stoch_proj_call_type: Optional[CallType] = None
client_stoch_proj_call_type: Optional[CallType] = None
sim_count: Optional[int] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class StochasticProjectionDto:
member: Optional[Member] = None
user_id: Optional[str] = None
key: Optional[str] = None
inv_option: Optional[str] = None
inv_option_r: Optional[str] = None
stochastic_data_key: Optional[str] = None
assume_steady_income: Optional[bool] = None
solve_target: Optional[SolveTarget] = None
target_age: Optional[int] = None
target_income: Optional[float] = None
target_p: Optional[float] = None
net_income: Optional[float] = None
bal: Optional[float] = None
contributions_out_of_pocket: Optional[float] = None
p_target: Optional[float] = None
count_target: Optional[float] = None
income_r: Optional[float] = None
avg_income_r_breakdown: Optional[Dict[str, float]] = None
avg_lump_sum_spend: Optional[float] = None
avg_taxable_lump_sum: Optional[float] = None
avg_lump_sum_tax: Optional[float] = None
avg_lump_sum_net: Optional[float] = None
age_r: Optional[int] = None
run_out_age: Optional[int] = None
savings: Optional[float] = None
bal_r: Optional[float] = None
residual_bal: Optional[float] = None
bal_r_f_v: Optional[float] = None
solver_count: Optional[int] = None
solved: Optional[bool] = None
solve_path: Optional[List[SolvePathEntry]] = None
income_r_breakdown: Optional[Dict[str, float]] = None
first_balance_zero_age: Optional[int] = None
simulation_results: Optional[List[SimulationResultDto]] = None
bal_rs: Optional[List[float]] = None
projections: Optional[Dict[str, List[ProjectionBreakdownDto]]] = None
diagnostics: Optional[StochasticProjectionDiagnostics] = None
avg_annuity_purchase_amount: Optional[float] = None
years_in_retirement: Optional[float] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class AlbaDiagnostics:
setup_duration: Optional[int] = None
stoch_duration: Optional[int] = None
det_duration: Optional[int] = None
member_save_duration: Optional[int] = None
web_api_duration: Optional[int] = None
pre_projection_pipe_duration: Optional[int] = None
post_projection_pipe_duration: Optional[int] = None
pre_projection_steps_duration: Optional[Dict[str, int]] = None
post_projection_steps_duration: Optional[Dict[str, int]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class AlbaProjection:
stochastic: Optional[StochasticProjectionDto] = None
deterministic: Optional[MemberProjectionDto] = None
member: Optional[Member] = None
diagnostics: Optional[AlbaDiagnostics] = None
parameter_bag: Optional[Dict[str, Object]] = None
class LogoSource(str, Enum):
CONSULTANT = 'Consultant'
EMPLOYER = 'Employer'
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class Branding:
primary_logo: Optional[LogoSource] = None
secondary_logo: Optional[LogoSource] = None
primary_mobile_margin: Optional[str] = None
primary_desktop_margin: Optional[str] = None
secondary_mobile_margin: Optional[str] = None
secondary_desktop_margin: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ConditionalAccess:
health_insurance_excluded_urls: Optional[List[str]] = None
pension_scheme_excluded_urls: Optional[List[str]] = None
investment_choice_excluded_urls: Optional[List[str]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class PrimaryPalette:
primary_colour1: Optional[str] = None
primary_colour2: Optional[str] = None
primary_colour3: Optional[str] = None
primary_colour4: Optional[str] = None
primary_colour5: Optional[str] = None
primary_colour6: Optional[str] = None
primary_colour7: Optional[str] = None
primary_colour8: Optional[str] = None
primary_colour9: Optional[str] = None
primary_colour10: Optional[str] = None
primary_colour11: Optional[str] = None
primary_colour12: Optional[str] = None
primary_colour13: Optional[str] = None
primary_colour14: Optional[str] = None
primary_colour15: Optional[str] = None
primary_colour16: Optional[str] = None
primary_colour17: Optional[str] = None
primary_colour18: Optional[str] = None
primary_colour19: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class SecondaryPalette:
secondary_colour1: Optional[str] = None
secondary_colour2: Optional[str] = None
secondary_colour3: Optional[str] = None
secondary_colour4: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class DecorativeColourPalette:
decorative_colour1: Optional[str] = None
decorative_colour2: Optional[str] = None
decorative_colour3: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class DecorativeGrayPalette:
decorative_colour1: Optional[str] = None
decorative_colour2: Optional[str] = None
decorative_colour3: Optional[str] = None
decorative_colour4: Optional[str] = None
decorative_colour5: Optional[str] = None
decorative_colour6: Optional[str] = None
decorative_colour7: Optional[str] = None
decorative_colour8: Optional[str] = None
decorative_colour9: Optional[str] = None
decorative_colour10: Optional[str] = None
decorative_colour11: Optional[str] = None
decorative_colour12: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class FontPalette:
font_colour1: Optional[str] = None
font_colour2: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ColorScheme:
new_navigation_color_scheme: Optional[str] = None
primary_palette: Optional[PrimaryPalette] = None
secondary_palette: Optional[SecondaryPalette] = None
decorative_colour_palette: Optional[DecorativeColourPalette] = None
decorative_gray_palette: Optional[DecorativeGrayPalette] = None
font_palette: Optional[FontPalette] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class Time:
hours: Optional[int] = None
minutes: Optional[int] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class OpeningHours:
opening: Optional[Time] = None
lunch_start: Optional[Time] = None
lunch_end: Optional[Time] = None
closing: Optional[Time] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ContactDetails:
website: Optional[str] = None
email: Optional[str] = None
phone_number: Optional[str] = None
opening_hours: Optional[Dict[str, OpeningHours]] = None
show_in_footer: Optional[bool] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class Entity(IEntity):
id: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class CarrierEntity(Entity):
carrier_id: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class CounsellingOption:
is_enabled: Optional[bool] = None
start_date: Optional[datetime.datetime] = None
end_date: Optional[datetime.datetime] = None
contact_details: Optional[ContactDetails] = None
url: Optional[str] = None
fee: Optional[Decimal] = None
booking_groups: Optional[List[BookingGroup]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class CounsellingOptions:
is_enabled: Optional[bool] = None
callback_option: Optional[CounsellingOption] = None
send_an_email_option: Optional[CounsellingOption] = None
service_line_option: Optional[CounsellingOption] = None
book_appointment: Optional[CounsellingOption] = None
senior_advisory: Optional[CounsellingOption] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class CalculatorConfiguration:
pass
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class FolkepensionParameters:
year: Optional[int] = None
base_amount: Optional[Decimal] = None
pension_supplement_single: Optional[Decimal] = None
pension_supplement_other: Optional[Decimal] = None
deduction_on_base_amount: Optional[Decimal] = None
deduction_on_income_other_pct: Optional[Decimal] = None
deduction_income_after_a_m_b: Optional[Decimal] = None
deduction_pension_supplement_single: Optional[Decimal] = None
deduction_pension_supplement_other: Optional[Decimal] = None
reduction_base_amount: Optional[Decimal] = None
reduction_pension_supplement: Optional[Decimal] = None
reduction_pension_supplement_other: Optional[Decimal] = None
reduction_pension_supplement_spouse: Optional[Decimal] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class FortidspensionParameters:
year: Optional[int] = None
state_single: Optional[Decimal] = None
state_other: Optional[Decimal] = None
deduction_on_income_other: Optional[Decimal] = None
max_contribution_pensioner: Optional[Decimal] = None
max_contribution_not_pensioner: Optional[Decimal] = None
deduction_single: Optional[Decimal] = None
deduction_other: Optional[Decimal] = None
reduction_income: Optional[Decimal] = None
reduction_income_spouse: Optional[Decimal] = None
minimum_single: Optional[Decimal] = None
minimum_other: Optional[Decimal] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class DanishTaxParameters:
labour_market_contribution_rate: Optional[Decimal] = None
bottom_tax_rate: Optional[Decimal] = None
health_contribution_rate: Optional[Decimal] = None
top_tax_rate: Optional[Decimal] = None
top_tax_limit: Optional[Decimal] = None
tax_ceiling_percentage: Optional[Decimal] = None
tax_ceiling_percentage_positive_net_capital_income: Optional[Decimal] = None
personal_allowance_young: Optional[Decimal] = None
personal_allowance: Optional[Decimal] = None
maximal_capital_pension_deduction: Optional[Decimal] = None
base_deduction_positive_net_capital_income: Optional[Decimal] = None
share_tax_rate_below_limit: Optional[Decimal] = None
share_tax_rate_above_limit: Optional[Decimal] = None
limit_share_tax: Optional[Decimal] = None
bottom_limit_employee_deduction: Optional[Decimal] = None
employee_deduction_rate: Optional[Decimal] = None
maximum_employment_allowance: Optional[Decimal] = None
property_value_tax_percentage_below_limit_e_v_l: Optional[Decimal] = None
property_value_tax_percentage_above_limit_e_v_l: Optional[Decimal] = None
limit_property_value_tax: Optional[Decimal] = None
deduction_of_property_value_tax6: Optional[Decimal] = None
deduction_of_property_value_tax7: Optional[Decimal] = None
maximum_impact_under_e_v_l: Optional[Decimal] = None
negative_net_capital_income: Optional[Decimal] = None
bottom_deduction_equalization_tax: Optional[Decimal] = None
equalization_tax: Optional[Decimal] = None
transferable_bottom_deduction_equalization_tax: Optional[Decimal] = None
bottom_line_job_deduction: Optional[Decimal] = None
job_deduction_rate: Optional[Decimal] = None
maximum_job_deduction: Optional[Decimal] = None
county_tax_lookup: Optional[List[DanishCountyTaxParameters]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class DanishAdvisoryParameters:
normal_retirement_age: Optional[int] = None
planning_horizon: Optional[int] = None
retirement_green_threshold_pct: Optional[Decimal] = None
retirement_amber_threshold_pct: Optional[Decimal] = None
incapacity_green_threshold_pct: Optional[Decimal] = None
incapacity_amber_threshold_pct: Optional[Decimal] = None
critical_illness_green_threshold_pct: Optional[Decimal] = None
critical_illness_amber_threshold_pct: Optional[Decimal] = None
death_single_green_threshold_pct: Optional[Decimal] = None
death_single_amber_threshold_pct: Optional[Decimal] = None
death_married_green_threshold_pct: Optional[Decimal] = None
death_married_amber_threshold_pct: Optional[Decimal] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class DanishGeneralPensionParameters:
instalment_pension_contribution_ceiling: Optional[Decimal] = None
retirement_saving_contribution_ceiling_less_than5: Optional[Decimal] = None
retirement_saving_contribution_ceiling_more_than5: Optional[Decimal] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class DkCalculatorConfiguration(CalculatorConfiguration):
folkepension_parameters: Optional[FolkepensionParameters] = None
fortidspension_parameters: Optional[FortidspensionParameters] = None
danish_tax_parameters: Optional[DanishTaxParameters] = None
danish_advisory_parameters: Optional[DanishAdvisoryParameters] = None
danish_general_pension_parameters: Optional[DanishGeneralPensionParameters] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class SecurityToken:
value: Optional[str] = None
expiration: Optional[datetime.datetime] = None
class DkTaxationCode(IntEnum):
FREE = 51
FULL_TAX = 52
FULL_DUTY = 53
NO_INFO = 54
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class DkPensionsInfoProjection:
id: Optional[int] = None
savings_number: Optional[int] = None
retirement_age: Optional[int] = None
tax_code: Optional[DkTaxationCode] = None
include_in_projection: Optional[bool] = None
from_age: Optional[int] = None
to_age: Optional[int] = None
amount: Optional[int] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class DkPensionsInfoSaving:
number: Optional[int] = None
carrier: Optional[str] = None
reference_number: Optional[str] = None
annual_contribution: Optional[int] = None
include_in_projection: Optional[bool] = None
statement_date: Optional[datetime.datetime] = None
savings: Optional[int] = None
projections: Optional[List[DkPensionsInfoProjection]] = None
class PensionsInfoBenefitType(IntEnum):
DEATH = 2
LOSS_OF_WORK_ABILITY = 3
CRITICAL_ILLNESS = 4
HEALTH = 5
class PensionsInfoPaymentType(IntEnum):
LUMPSUM = 1
FIXED_TERM_ANNUITY = 2
ANNUITY = 3
class PensionsInfoBeneficiaryType(IntEnum):
ACCOUNT_OWNER = 1
NEXT_AKIN = 3
CHILDREN = 8
ESTATE = 9
NAMED_BENEFICIARY = 15
SPOUSE = 18
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class DkPensionsInfoRisk:
number: Optional[int] = None
carrier: Optional[str] = None
risk: Optional[PensionsInfoBenefitType] = None
payment_type: Optional[PensionsInfoPaymentType] = None
beneficiary: Optional[PensionsInfoBeneficiaryType] = None
tax_code: Optional[DkTaxationCode] = None
amount: Optional[int] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class DkPensionsInfo:
date: Optional[datetime.datetime] = None
savings: Optional[List[DkPensionsInfoSaving]] = None
projections: Optional[List[DkPensionsInfoProjection]] = None
risks: Optional[List[DkPensionsInfoRisk]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class FormerDdrValues:
retirement_insurance_ceiling: Optional[Decimal] = None
health_insurance_ceiling: Optional[Decimal] = None
current_pension_level: Optional[Decimal] = None
reference_income: Optional[Decimal] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class DeSocialSecurityParameters:
retirement_insurance_ceiling: Optional[Decimal] = None
health_insurance_ceiling: Optional[Decimal] = None
current_pension_level: Optional[Decimal] = None
reference_income: Optional[Decimal] = None
ddr_values: Optional[FormerDdrValues] = None
employer_retirement_pct: Optional[Decimal] = None
employer_unemployement_pct: Optional[Decimal] = None
employer_health_insurance_base_pct: Optional[Decimal] = None
employer_health_insurance_additional_pct: Optional[Decimal] = None
employer_nursing_care_pct: Optional[Decimal] = None
employee_retirement_pct: Optional[Decimal] = None
employee_unemployement_pct: Optional[Decimal] = None
employee_health_insurance_base_pct: Optional[Decimal] = None
employee_health_insurance_additional_pct: Optional[Decimal] = None
employee_nursing_care_pct: Optional[Decimal] = None
employee_childless_nursing_care_additional_pct: Optional[Decimal] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class DeCalculatorConfiguration(CalculatorConfiguration):
social_security_parameters: Optional[DeSocialSecurityParameters] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class Cover:
carrier: Optional[CarrierEntity] = None
pay_out: Optional[str] = None
unit: Optional[str] = None
expiry_age: Optional[str] = None
default_tax_code: Optional[str] = None
optional_tax_code: Optional[str] = None
scaling_down: Optional[bool] = None
has_basic: Optional[bool] = None
has_extra: Optional[bool] = None
basic_benefit: Optional[Decimal] = None
basic_minimum_amount: Optional[Decimal] = None
extra_benefit: Optional[Decimal] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class DisabilityCover:
basic_disability_cover: Optional[Cover] = None
basic_salary_scale: Optional[bool] = None
paragraph17: Optional[bool] = None
profession_disability: Optional[bool] = None
minimum_disability_period_months: Optional[int] = None
job_capacity_assessment_benefit: Optional[bool] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class DisabilityInsurancePlan:
disability_degree: Optional[str] = None
has_premium_waiver_cover: Optional[bool] = None
disability_cover: Optional[List[DisabilityCover]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class CriticalIllnessInsurancePlan:
critical_illness_cover: Optional[List[Cover]] = None
critical_illness_children_cover: Optional[List[Cover]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class DeathCover:
cover: Optional[Cover] = None
deposit_guarantee: Optional[str] = None
deposit_guarentee_optional: Optional[bool] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class DeathInsurancePlan:
death_cover: Optional[List[DeathCover]] = None
death_children_cover: Optional[List[Cover]] = None
class CoverageTypes(str, Enum):
NONE = 'None'
OPTIONAL = 'Optional'
MANDATORY = 'Mandatory'
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class HealthInsurancePlan:
carrier: Optional[CarrierEntity] = None
expiry_age: Optional[Decimal] = None
coverage_type: Optional[CoverageTypes] = None
spouse_coverage_type: Optional[CoverageTypes] = None
child_coverage_type: Optional[CoverageTypes] = None
child_coverage_max_age: Optional[int] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class AccidentInsurancePlan:
carrier: Optional[CarrierEntity] = None
expiry_age: Optional[Decimal] = None
insurance_amount: Optional[int] = None
death_cover: Optional[bool] = None
dental_cover: Optional[bool] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class DentalInsurancePlan:
carrier: Optional[CarrierEntity] = None
expiry_age: Optional[Decimal] = None
coverage_type: Optional[str] = None
extended_coverage: Optional[bool] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class SeniorCitizenConcept:
solidary: Optional[bool] = None
has_specific_price: Optional[bool] = None
specific_price: Optional[Decimal] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class SavingProduct:
id: Optional[int] = None
product_id: Optional[int] = None
product_name: Optional[str] = None
risk_profile: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class SavingOption:
carrier: Optional[CarrierEntity] = None
saving_products: Optional[List[SavingProduct]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class RetirementPlan:
contribution_unit: Optional[str] = None
mandatory_employer_contribution: Optional[Decimal] = None
mandatory_employee_contribution: Optional[Decimal] = None
additional_contribution: Optional[Decimal] = None
saving_options: Optional[List[SavingOption]] = None
default_carrier: Optional[CarrierEntity] = None
has_default_saving_product: Optional[bool] = None
default_saving_product: Optional[SavingProduct] = None
class RetirementBenefitAmountDisplayOptionType(str, Enum):
ACCUMULATED = 'Accumulated'
GUARANTEED = 'Guaranteed'
PROJECTED = 'Projected'
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class DeRetirementPlans:
retirement_benefit_amount_display_option: Optional[RetirementBenefitAmountDisplayOptionType] = None
retirement_benefit_amount_display_options: Optional[List[RetirementBenefitAmountDisplayOptionType]] = None
financing_vehicles: Optional[List[FinancingVehicleType]] = None
contribution_types: Optional[List[ContributionType]] = None
retirement_plans: Optional[List[DeRetirementPlan]] = None
default_retirement_plans: Optional[List[DeRetirementPlan]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class PreventiveTreatment:
carrier: Optional[CarrierEntity] = None
expiry_age: Optional[Decimal] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class PathFinder:
carrier: Optional[CarrierEntity] = None
expiry_age: Optional[Decimal] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class FinancialWellbeing:
carrier: Optional[CarrierEntity] = None
expiry_age: Optional[Decimal] = None
class AuthenticationMethodType(str, Enum):
NEM_ID = 'NemId'
SSO = 'SSO'
COMMON = 'Common'
SINGLE = 'Single'
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class AuthenticationMethod:
type: Optional[AuthenticationMethodType] = None
sa_client_id: Optional[str] = None
registration_fields: Optional[List[str]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class DatedEntity(Entity, IDatedEntity):
as_at: Optional[datetime.datetime] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class LifeTableName:
name: Optional[str] = None
gender: Optional[Gender] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class AnnuityConfig:
table_names: Optional[List[LifeTableName]] = None
impr_factor_table_names: Optional[List[LifeTableName]] = None
reversion: Optional[float] = None
guarantee: Optional[float] = None
timing: Optional[float] = None
allow_discount_pre_ret: Optional[bool] = None
scale_qx: Optional[float] = None
scale_impr: Optional[float] = None
age_rating: Optional[int] = None
spouse_age_rating: Optional[int] = None
expense: Optional[float] = None
perc_balance_spent: Optional[float] = None
amount_spent: Optional[float] = None
income_purchased: Optional[float] = None
deferral_period: Optional[int] = None
indexation_name: Optional[str] = None
dr_stochastic: Optional[str] = None
implied_inflation_stochastic_series: Optional[str] = None
target_tpx: Optional[float] = None
price_type: Optional[AnnuityPriceType] = None
price: Optional[float] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ContributionConstraint:
from_age: Optional[int] = None
to_age: Optional[int] = None
min: Optional[float] = None
max: Optional[float] = None
step: Optional[float] = None
class AmountType(str, Enum):
ANY = 'Any'
AMOUNT = 'Amount'
RATE = 'Rate'
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ContributionSpec:
code: Optional[str] = None
name: Optional[str] = None
type: Optional[ContributionType] = None
is_employee_cont: Optional[bool] = None
table: Optional[str] = None
ccy: Optional[str] = None
from_age: Optional[int] = None
to_age: Optional[int] = None
indexation_type: Optional[str] = None
salary_type: Optional[str] = None
is_taxable: Optional[bool] = None
related_rate: Optional[str] = None
order: Optional[int] = None
editable: Optional[bool] = None
constraints: Optional[List[ContributionConstraint]] = None
amount_type: Optional[AmountType] = None
is_one_off: Optional[bool] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class AssetConfig:
code: Optional[str] = None
name: Optional[str] = None
rebalance: Optional[bool] = None
can_edit_investment_choice: Optional[bool] = None
will_spend: Optional[bool] = None
investments: Optional[List[str]] = None
contributions: Optional[List[ContributionSpec]] = None
is_one_off: Optional[bool] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ContributionRateSpec:
from_age: Optional[int] = None
to_age: Optional[int] = None
from_service: Optional[int] = None
to_service: Optional[int] = None
source_rate: Optional[float] = None
date_from: Optional[datetime.datetime] = None
date_to: Optional[datetime.datetime] = None
upper_limit: Optional[float] = None
rate: Optional[float] = None
core_rate: Optional[float] = None
lookup_key: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ContributionTableSpec:
code: Optional[str] = None
type: Optional[ContributionType] = None
rates: Optional[Dict[str, float]] = None
rate_specs: Optional[List[ContributionRateSpec]] = None
key_template: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class InvestmentProductAllocationsSpec:
from_age: Optional[int] = None
term: Optional[int] = None
allocs: Optional[Dict[str, float]] = None
total_alloc: Optional[float] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class InvestmentProduct:
code: Optional[str] = None
name: Optional[str] = None
group: Optional[str] = None
is_asset_class_fund: Optional[bool] = None
allocs: Optional[List[InvestmentProductAllocationsSpec]] = None
order: Optional[int] = None
allocations_dictionary: Optional[Dict[int, Dict[str, float]]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ReturnRates:
earning_rates: Optional[List[float]] = None
tax_rates: Optional[List[float]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ClientCountryConfig(DatedEntity):
client_code: Optional[str] = None
client_name: Optional[str] = None
country_code: Optional[str] = None
source: Optional[DataSourceResult] = None
age_r_min: Optional[int] = None
age_r_max: Optional[int] = None
primary_salary: Optional[str] = None
annuity_config: Optional[AnnuityConfig] = None
assets: Optional[List[AssetConfig]] = None
cont_tables: Optional[List[ContributionTableSpec]] = None
investments: Optional[List[InvestmentProduct]] = None
content: Optional[Dict[str, List[Content]]] = None
environments: Optional[Dict[str, str]] = None
custom_numeric_constraints: Optional[Dict[str, Constraint[Decimal]]] = None
asset_return_rates: Optional[Dict[str, ReturnRates]] = None
investment_property_rates: Optional[float] = None
get_asset_class_fund_dictionary: Optional[Dict[str, bool]] = None
get_term_based_fund_dictionary: Optional[Dict[str, bool]] = None
get_allocations_dictionary: Optional[Dict[str, Dict[int, Dict[str, float]]]] = None
asset_name_map: Optional[Dict[str, str]] = None
asset_cont_name_map: Optional[Dict[str, Dict[str, str]]] = None
cache_key: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class CalculatorReportTableColors:
header_table_font_color: Optional[str] = None
basic_table_header_color: Optional[str] = None
basic_table_font_color: Optional[str] = None
panel1_color: Optional[str] = None
panel2_color: Optional[str] = None
panel3_color: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class CalculatorReportColors:
table_colors: Optional[CalculatorReportTableColors] = None
chart1_colors: Optional[List[str]] = None
chart2_colors: Optional[List[str]] = None
chart3_colors: Optional[List[str]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class CalculatorColorScheme:
primary_color1: Optional[str] = None
primary_color2: Optional[str] = None
decorative_color1: Optional[str] = None
decorative_color2: Optional[str] = None
decorative_color3: Optional[str] = None
decorative_color4: Optional[str] = None
decorative_color5: Optional[str] = None
font_color1: Optional[str] = None
font_color2: Optional[str] = None
table_header_font_color: Optional[str] = None
table_employer_match_font_color: Optional[str] = None
chart_colors: Optional[List[str]] = None
report_colors: Optional[CalculatorReportColors] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class CalculatorDkAnnuityPrice:
carrier_name: Optional[str] = None
risk_profile: Optional[str] = None
price: Optional[float] = None
class CalculatorFrPlanType(str, Enum):
PEE = 'PEE'
PERCOL = 'PERCOL'
PERO = 'PERO'
PERIN = 'PERIN'
class CalculatorFrContributionCapType(str, Enum):
NONE = 'None'
AMOUNT = 'Amount'
MATCH_PERCENT = 'MatchPercent'
PERCENT_OF_S_S_C_C = 'PercentOfSSCC'
class CalculatorFrContributionType(str, Enum):
EMPLOYEE_MANDATORY = 'EmployeeMandatory'
EMPLOYER_MANDATORY = 'EmployerMandatory'
EMPLOYER_MATCH = 'EmployerMatch'
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class CalculatorFrContributionCap:
type: Optional[CalculatorFrContributionCapType] = None
contribution_type: Optional[CalculatorFrContributionType] = None
value: Optional[float] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class CalculatorFrPlanConfiguration:
type: Optional[CalculatorFrPlanType] = None
name: Optional[str] = None
contribution_fee: Optional[float] = None
aum_fee_unit_linked: Optional[float] = None
aum_fee_insurer_asset: Optional[float] = None
plan_level_contribution_caps: Optional[List[CalculatorFrContributionCap]] = None
fund_level_contribution_caps: Optional[Dict[str, List[CalculatorFrContributionCap]]] = None
contribution_rule_mapping: Optional[Dict[str, List[int]]] = None
class CalculatorFrContributionBracketType(str, Enum):
NONE = 'None'
MULTIPLE_OF_S_S_C_C = 'MultipleOfSSCC'
FIXED_AMOUNT = 'FixedAmount'
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class CalculatorFrContributionBracket:
threshold: Optional[float] = None
rate: Optional[float] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class CalculatorFrContributionRule:
id: Optional[int] = None
name: Optional[str] = None
contribution_type: Optional[CalculatorFrContributionType] = None
bracket_type: Optional[CalculatorFrContributionBracketType] = None
brackets: Optional[List[CalculatorFrContributionBracket]] = None
number_of_brackets: Optional[int] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class CalculatorFrConfiguration:
plan_configurations: Optional[List[CalculatorFrPlanConfiguration]] = None
contribution_rules: Optional[List[CalculatorFrContributionRule]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class RPCLevelInfo:
level1: Optional[float] = None
level2: Optional[float] = None
level3: Optional[float] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class CalculatorPtAnnuityFactorLP:
age: Optional[int] = None
is_reversionary: Optional[bool] = None
factor: Optional[float] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class CalculatorPtAnnuityFactorPD:
term: Optional[int] = None
investment_code: Optional[str] = None
factor: Optional[float] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class CalculatorSalaryGrowthIndexMapping:
name: Optional[str] = None
index_type: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class CalculatorData:
is_enabled: Optional[bool] = None
cdy_position: Optional[str] = None
amount_input_precision: Optional[int] = None
percent_input_precision: Optional[int] = None
locale: Optional[Dict[str, str]] = None
display_precision: Optional[int] = None
upwards_conversion_precision: Optional[int] = None
downwards_conversion_precision: Optional[int] = None
use_investment_products_file: Optional[bool] = None
investment_products_file_name: Optional[str] = None
member: Optional[Member] = None
client_country_config: Optional[ClientCountryConfig] = None
color_scheme: Optional[CalculatorColorScheme] = None
risk_profile_mapping: Optional[Dict[str, Dict[str, str]]] = None
default_risk_level: Optional[str] = None
dk_annuity_price_list: Optional[List[CalculatorDkAnnuityPrice]] = None
dk_carrier_i_d_mapping: Optional[Dict[str, str]] = None
dk_default_carrier_i_d: Optional[str] = None
fr_configuration: Optional[CalculatorFrConfiguration] = None
rpc_level_info: Optional[RPCLevelInfo] = None
fr_include_p_e_r_o_profit_sharing_savings: Optional[bool] = None
pt_lifetime_pension_annuity_factors: Optional[List[CalculatorPtAnnuityFactorLP]] = None
pt_pension_drawdown_annuity_factors: Optional[List[CalculatorPtAnnuityFactorPD]] = None
salary_growth_index_mappings: Optional[List[CalculatorSalaryGrowthIndexMapping]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ConfigurationIds:
configuration: Optional[List[int]] = None
plan_parameters: Optional[int] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class Document:
tags: Optional[str] = None
sub_tag: Optional[str] = None
size: Optional[int] = None
date_created: Optional[datetime.datetime] = None
is_new: Optional[bool] = None
reference: Optional[str] = None
filename: Optional[str] = None
language_iso_code: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class Period:
start: Optional[datetime.datetime] = None
end: Optional[datetime.datetime] = None
client_name: Optional[str] = None
client_code: Optional[str] = None
client_id: Optional[int] = None
auth_id: Optional[str] = None
employee_id: Optional[str] = None
info_provider_reference: Optional[str] = None
status: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ConfigurationVersionGroupConfig:
entity_column_filters: Optional[List[ConfigurationVersionEntityColumnFilter]] = None
rule: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ConfigurationVersionMemberDocumentConfig:
max_file_size_m_b: Optional[int] = None
allowed_m_i_m_e_types: Optional[List[str]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class PensionSightClient:
client_i_d: Optional[str] = None
name: Optional[str] = None
name__n_l: Optional[str] = None
name__f_r: Optional[str] = None
name__e_n: Optional[str] = None
text__standard__beneficiary__nominations: Optional[str] = None
text__specific__beneficiary__nominations: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class UserResultConfiguration:
order: Optional[int] = None
label: Optional[str] = None
field: Optional[str] = None
type: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class UserSearchConfiguration:
order: Optional[int] = None
label: Optional[str] = None
field: Optional[str] = None
type: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class UserResultConfigurationAdminProxy:
order: Optional[int] = None
label: Optional[str] = None
field: Optional[str] = None
type: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class UserSearchConfigurationAdminProxy:
order: Optional[int] = None
label: Optional[str] = None
field: Optional[str] = None
type: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class FrAccountBalance:
amount: Optional[Decimal] = None
currency: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class Currency:
id: Optional[str] = None
name: Optional[str] = None
symbol: Optional[str] = None
crypto: Optional[bool] = None
precision: Optional[int] = None
prefix: Optional[bool] = None
marketcap: Optional[Object] = None
datetime: Optional[datetime.datetime] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class InvestmentDetail:
performance_one_year: Optional[Decimal] = None
performance_three_year: Optional[Decimal] = None
performance_five_year: Optional[Decimal] = None
srri: Optional[Decimal] = None
asset_category: Optional[str] = None
recommended_period: Optional[str] = None
last_update: Optional[datetime.datetime] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class Investment:
id: Optional[int] = None
id_account: Optional[int] = None
id_security: Optional[int] = None
id_type: Optional[int] = None
label: Optional[str] = None
code: Optional[str] = None
code_type: Optional[str] = None
stock_symbol: Optional[str] = None
source: Optional[str] = None
description: Optional[str] = None
quantity: Optional[Decimal] = None
unit_price: Optional[Decimal] = None
unit_value: Optional[Decimal] = None
valuation: Optional[Decimal] = None
diff: Optional[Decimal] = None
diff_percent: Optional[Decimal] = None
prev_diff: Optional[Decimal] = None
prev_diff_percent: Optional[Decimal] = None
v_date: Optional[datetime.datetime] = None
prev_v_date: Optional[datetime.datetime] = None
portfolio_share: Optional[Decimal] = None
calculated: Optional[List[str]] = None
deleted: Optional[datetime.datetime] = None
last_update: Optional[datetime.datetime] = None
original_currency: Optional[Currency] = None
original_valuation: Optional[Decimal] = None
original_unit_value: Optional[Decimal] = None
original_unit_price: Optional[Decimal] = None
original_diff: Optional[Decimal] = None
details: Optional[InvestmentDetail] = None
stock_market: Optional[Object] = None
type: Optional[Object] = None
pockets: Optional[List[Object]] = None
class AccountUsage(IntEnum):
PRIV = 1
ORGA = 2
class AccountOwnership(IntEnum):
OWNER = 'owner'
CO_OWNER = 'co-owner'
ATTORNEY = 'attorney'
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class Loan:
total_amount: Optional[Decimal] = None
available_amount: Optional[Decimal] = None
used_amount: Optional[Decimal] = None
subscription_date: Optional[datetime.datetime] = None
maturity_date: Optional[datetime.datetime] = None
next_payment_amount: Optional[Decimal] = None
next_payment_date: Optional[datetime.datetime] = None
rate: Optional[Decimal] = None
nb_payments_left: Optional[int] = None
nb_payments_done: Optional[int] = None
nb_payments_total: Optional[int] = None
last_payment_amount: Optional[Decimal] = None
last_payment_date: Optional[datetime.datetime] = None
account_label: Optional[str] = None
insurance_label: Optional[str] = None
insurance_amount: Optional[Decimal] = None
insurance_rate: Optional[Decimal] = None
duration: Optional[int] = None
type: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class Information:
version: Optional[str] = None
provider_type: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class Account:
id: Optional[int] = None
id_connection: Optional[int] = None
id_user: Optional[int] = None
id_source: Optional[int] = None
id_parent: Optional[int] = None
number: Optional[str] = None
original_name: Optional[str] = None
balance: Optional[Decimal] = None
coming: Optional[Decimal] = None
display: Optional[bool] = None
last_update: Optional[datetime.datetime] = None
deleted: Optional[datetime.datetime] = None
disabled: Optional[datetime.datetime] = None
iban: Optional[str] = None
currency: Optional[Currency] = None
type: Optional[str] = None
id_type: Optional[int] = None
bookmarked: Optional[int] = None
name: Optional[str] = None
error: Optional[str] = None
usage: Optional[AccountUsage] = None
ownership: Optional[AccountOwnership] = None
company_name: Optional[str] = None
loan: Optional[Loan] = None
web_id: Optional[str] = None
opening_date: Optional[Object] = None
recipients: Optional[List[Object]] = None
bic: Optional[Object] = None
coming_balance: Optional[float] = None
formatted_balance: Optional[str] = None
calculated: Optional[List[str]] = None
valuation: Optional[float] = None
diff: Optional[float] = None
diff_percent: Optional[float] = None
prev_diff: Optional[float] = None
prev_diff_percent: Optional[float] = None
information: Optional[Information] = None
investments: Optional[List[Investment]] = None
transfers: Optional[List[Object]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class FrMandatoryContribution:
employee: Optional[int] = None
employer: Optional[int] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class FrOption:
order: Optional[int] = None
code: Optional[str] = None
name: Optional[str] = None
url: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class FrInvestmentOptions:
options: Optional[List[FrOption]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class FrBeneficiary:
first_name: Optional[str] = None
sur_name: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class FrFees:
contributions: Optional[Decimal] = None
asset1: Optional[Decimal] = None
asset2: Optional[Decimal] = None
class PlanCategory(str, Enum):
OTHERS = 'Others'
CURRENT = 'Current'
PREVIOUS = 'Previous'
INDIVIDUAL = 'Individual'
class PlanType(str, Enum):
OTHERS = 'OTHERS'
PEE = 'PEE'
PERO = 'PERO'
PERCOL = 'PERCOL'
PERIN = 'PERIN'
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class FrPlanInformation:
id: Optional[int] = None
plan_name: Optional[str] = None
provider_name: Optional[str] = None
account_balance: Optional[FrAccountBalance] = None
asset_allocation: Optional[List[Investment]] = None
account_details: Optional[Account] = None
powens_account_state: Optional[str] = None
powens_account_type: Optional[str] = None
account_investments: Optional[List[Investment]] = None
voluntary_contribution: Optional[str] = None
mandatory_contribution: Optional[FrMandatoryContribution] = None
mandatory_contribution_formula: Optional[str] = None
investment_options: Optional[FrInvestmentOptions] = None
stock_transfer: Optional[str] = None
beneficiary: Optional[FrBeneficiary] = None
form_of_payment: Optional[str] = None
taxation: Optional[str] = None
fees: Optional[FrFees] = None
plan_information: Optional[str] = None
type: Optional[str] = None
plan_category: Optional[str] = None
enabled: Optional[bool] = None
url: Optional[str] = None
category: Optional[PlanCategory] = None
plan_type: Optional[PlanType] = None
date_updated: Optional[datetime.datetime] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class FrCompanyPlan:
account_balance_date: Optional[datetime.datetime] = None
asset_allocation_date: Optional[datetime.datetime] = None
plans: Optional[List[FrPlanInformation]] = None
has_duplicate: Optional[bool] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class PlanTypeMap:
pee: Optional[FrCompanyPlan] = None
pero: Optional[FrCompanyPlan] = None
percol: Optional[FrCompanyPlan] = None
perin: Optional[FrCompanyPlan] = None
no_matching_category: Optional[FrCompanyPlan] = None
incorrect_category_mapping: Optional[FrCompanyPlan] = None
excess_plan_mapping: Optional[FrCompanyPlan] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class FrCompanyPlans:
current_employer_plans: Optional[FrCompanyPlan] = None
previous_employer_plans: Optional[FrCompanyPlan] = None
individual_company_plans: Optional[FrCompanyPlan] = None
others: Optional[FrCompanyPlan] = None
current: Optional[PlanTypeMap] = None
previous: Optional[PlanTypeMap] = None
individual: Optional[PlanTypeMap] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class EsRetirementPlans:
retirement_plans: Optional[List[EsRetirementPlan]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class FrSocialSecurityParameters:
social_security_contribution_ceiling: Optional[Decimal] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class FrCalculatorConfiguration(CalculatorConfiguration):
social_security_parameters: Optional[FrSocialSecurityParameters] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class FrFundSetup:
id: Optional[str] = None
name: Optional[str] = None
code: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class FrPlanSetup:
plan_type: Optional[str] = None
name: Optional[str] = None
funds: Optional[List[str]] = None
connector_i_d: Optional[int] = None
personal_information: Optional[str] = None
voluntary_contributions: Optional[str] = None
investment_options: Optional[str] = None
payout_options: Optional[str] = None
your_beneficiaries: Optional[str] = None
retirement_liquidation: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class FrPreviousPlansSetup:
provider_name: Optional[str] = None
plan_type: Optional[str] = None
link: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class BeRetirementPlan:
retirement_plans: Optional[List[RetirementPlan]] = None
lump_sum_total_death_cover: Optional[Decimal] = None
lump_sum_total_no_death_cover: Optional[Decimal] = None
annuity_total_death_cover: Optional[Decimal] = None
annuity_total_no_death_cover: Optional[Decimal] = None
total_accrued_reserves: Optional[Decimal] = None
total_legal_minimum: Optional[Decimal] = None
total_vested_reserves: Optional[Decimal] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class BeRetirementPlans:
type: Optional[str] = None
reversible: Optional[float] = None
employer_retirement_plan: Optional[BeRetirementPlan] = None
employee_retirement_plan: Optional[BeRetirementPlan] = None
total_annuity: Optional[Decimal] = None
total_lump_sum: Optional[Decimal] = None
total_vested_reserves: Optional[Decimal] = None
total_accrued_reserves: Optional[Decimal] = None
total_legal_minimum: Optional[Decimal] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class Projectable(IProjectable):
as_at: Optional[datetime.datetime] = None
age: Optional[float] = None
int_age: Optional[int] = None
year: Optional[int] = None
period_to_next_e_o_f_y: Optional[float] = None
index_type: Optional[str] = None
deflation_type: Optional[str] = None
index_type_pre: Optional[str] = None
index_type_post: Optional[str] = None
class ContributionConstraintType(str, Enum):
EMPLOYER = 'Employer'
SALARY_SACRIFICE = 'SalarySacrifice'
AFTER_TAX = 'AfterTax'
LUMP_SUM = 'LumpSum'
DOWNSIZER = 'Downsizer'
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class Contribution(Projectable):
code: Optional[str] = None
index: Optional[int] = None
name: Optional[str] = None
ccy: Optional[str] = None
cont_table: Optional[str] = None
is_employee_cont: Optional[bool] = None
employer_flag: Optional[bool] = None
type: Optional[ContributionType] = None
linked_cont_index: Optional[int] = None
source_rate: Optional[str] = None
is_taxable: Optional[bool] = None
amount: Optional[float] = None
core_amount: Optional[float] = None
freq: Optional[float] = None
rate: Optional[float] = None
core_rate: Optional[float] = None
from_age: Optional[int] = None
to_age: Optional[int] = None
salary: Optional[float] = None
annual_amount: Optional[float] = None
annual_core_amount: Optional[float] = None
is_always_one_off: Optional[bool] = None
is_one_off: Optional[bool] = None
constraint_type: Optional[ContributionConstraintType] = None
custom: Optional[Dict[str, str]] = None
member_rate_lookup: Optional[Dict[int, float]] = None
is_from_salary: Optional[bool] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class BeContributions:
balances: Optional[List[Contribution]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class PrivateClientProduct:
carrier: Optional[int] = None
private_product_id: Optional[int] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ConfigurationVersionEmailSetting:
id: Optional[str] = None
subject_format: Optional[str] = None
send_to_b_c_c: Optional[List[str]] = None
send_to_c_c: Optional[List[str]] = None
send_from: Optional[List[str]] = None
body_template: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class FormTypeFieldsConfiguration:
order: Optional[int] = None
label: Optional[str] = None
field: Optional[str] = None
type: Optional[str] = None
validation: Optional[List[str]] = None
lookup_reference: Optional[str] = None
min: Optional[int] = None
max: Optional[int] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class FormTypeLookupConfiguration:
name: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class Question:
number: Optional[int] = None
description: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class Option:
value: Optional[int] = None
description: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ProductQuestion:
question: Optional[Question] = None
options: Optional[List[Option]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class OptionGradeValue:
question_option_reference: Optional[str] = None
grade_value: Optional[int] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class QuestionOption:
option_number: Optional[int] = None
option_grade_values: Optional[List[OptionGradeValue]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class RiskQuestion:
question_number: Optional[int] = None
has_question_reference: Optional[bool] = None
question_options: Optional[List[QuestionOption]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class RiskRecommendation:
start_value: Optional[int] = None
end_value: Optional[int] = None
risk_name: Optional[str] = None
risk_id: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ConfigurationVersionRecommendation:
products: Optional[List[ProductQuestion]] = None
risk_questions: Optional[List[RiskQuestion]] = None
risks: Optional[List[RiskRecommendation]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ProductData:
product: Optional[str] = None
formula: Optional[str] = None
carrier: Optional[str] = None
product_type_id: Optional[int] = None
score: Optional[float] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class PieGraph:
questionnaire_answer: Optional[List[QuestionnaireAnswer]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ProductRiskMatrix:
carrier: Optional[str] = None
product_risk_matrix_name: Optional[str] = None
a: Optional[str] = None
b: Optional[str] = None
c: Optional[str] = None
d: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ProductTypeData:
product_type_id: Optional[int] = None
product_type_name: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class HistoricalData:
data: Optional[List[Dict[str, str]]] = None
years: Optional[List[str]] = None
worst_year: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ConfigurationVersionRecommendationProduct:
products: Optional[List[ProductData]] = None
pie_graph_data: Optional[PieGraph] = None
product_risk_matrix: Optional[List[ProductRiskMatrix]] = None
bar_graph_data: Optional[List[Dict[str, str]]] = None
product_type_data: Optional[List[ProductTypeData]] = None
historical_table_data: Optional[HistoricalData] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class FundValue(IId, ITimestamp):
id: Optional[int] = None
fund_id: Optional[str] = None
client_id: Optional[int] = None
information_date: Optional[datetime.datetime] = None
investment_return_twelve_months: Optional[Decimal] = None
investment_return_three_years: Optional[Decimal] = None
investment_return_five_years: Optional[Decimal] = None
current_annual_pension_fee: Optional[Decimal] = None
date_created: Optional[datetime.datetime] = None
date_updated: Optional[datetime.datetime] = None
created_by: Optional[str] = None
updated_by: Optional[str] = None
timestamp: Optional[bytes] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class PtFund:
identifier: Optional[str] = None
name: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class PtContribution:
id: Optional[int] = None
member_id: Optional[int] = None
choice_start_date: Optional[datetime.datetime] = None
choice_end_date: Optional[datetime.datetime] = None
base_contribution_percent: Optional[Decimal] = None
voluntary_contribution_percent: Optional[Decimal] = None
incentive_contribution_percent: Optional[Decimal] = None
total_contribution_percent: Optional[Decimal] = None
base_contribution_value: Optional[Decimal] = None
voluntary_contribution_value: Optional[Decimal] = None
incentive_contribution_value: Optional[Decimal] = None
total_contribution_value: Optional[Decimal] = None
date_created: Optional[datetime.datetime] = None
date_updated: Optional[datetime.datetime] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class PtInvestmentAllocation:
id: Optional[int] = None
member_id: Optional[int] = None
fund_id: Optional[str] = None
current_balance_percent: Optional[Decimal] = None
future_contribution_percent: Optional[Decimal] = None
current_balance_future_contribution_percent: Optional[Decimal] = None
date_created: Optional[datetime.datetime] = None
date_updated: Optional[datetime.datetime] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class PtInvestmentSetup:
has_life_cycle: Optional[bool] = None
is_current_balance_displayed: Optional[bool] = None
is_future_contribution_displayed: Optional[bool] = None
is_current_balance_future_contribution_displayed: Optional[bool] = None
is_additional_info_displayed: Optional[bool] = None
choice_period_start_date: Optional[datetime.datetime] = None
choice_period_end_date: Optional[datetime.datetime] = None
life_cycle_age_basis: Optional[str] = None
life_cycle_age_basis_date: Optional[datetime.datetime] = None
life_cycle_age: Optional[int] = None
base_contribution_percent: Optional[Decimal] = None
is_base_contribution_rule_existing: Optional[bool] = None
is_total_allocated1_to100: Optional[bool] = None
children_count: Optional[int] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class PtFundLifecycleList:
investment_choice_list: Optional[List[Dict[str, str]]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class PtParticipantStatusSetup:
is_new_joiner_form_enabled: Optional[bool] = None
is_leaver_form_enabled: Optional[bool] = None
is_new_joiner_data_existing: Optional[bool] = None
is_leaver_data_existing: Optional[bool] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class PtMatchingContribution:
voluntary: Optional[float] = None
match: Optional[float] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ConfigurationVersionVotingPollSetup:
code: Optional[str] = None
start_date: Optional[datetime.datetime] = None
end_date: Optional[datetime.datetime] = None
default_image: Optional[str] = None
options: Optional[List[ConfigurationVersionVotingOptions]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ConfigurationVersionVotingPollConfig:
order: Optional[int] = None
label: Optional[str] = None
field: Optional[str] = None
type: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class PtSocialSecurityParameters:
normal_retirement_age: Optional[int] = None
normal_retirement_age_months: Optional[int] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class PtCalculatorConfiguration(CalculatorConfiguration):
social_security_parameters: Optional[PtSocialSecurityParameters] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class DkBookingInfo:
booking_allowed: Optional[bool] = None
booking_groups: Optional[List[BookingGroup]] = None
has_booking_time: Optional[bool] = None
booking_time_link: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ConfigurationVersionPublicContactUsSetup:
lookup_reference: Optional[str] = None
current_product: Optional[str] = None
product_emails: Optional[List[ConfigurationVersionProductEmailSetup]] = None
to_recipients: Optional[List[str]] = None
cc_recipients: Optional[List[str]] = None
bcc_recipients: Optional[List[str]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class SiteContext:
echo_uri: Optional[str] = None
branding: Optional[Branding] = None
modules: Optional[List[str]] = None
conditional_access: Optional[ConditionalAccess] = None
color_scheme: Optional[ColorScheme] = None
carriers: Optional[List[ConfigurationVersionCarrier]] = None
country: Optional[str] = None
default_language: Optional[str] = None
available_languages: Optional[List[str]] = None
currency: Optional[str] = None
employer: Optional[Entity] = None
carrier: Optional[CarrierEntity] = None
consultant: Optional[Entity] = None
member: Optional[Member] = None
counselling_options: Optional[CounsellingOptions] = None
dk_calculator_configuration: Optional[DkCalculatorConfiguration] = None
dk_pensions_info_sso_ticket: Optional[SecurityToken] = None
dk_pensions_info: Optional[DkPensionsInfo] = None
de_calculator_configuration: Optional[DeCalculatorConfiguration] = None
disability_insurance_plan: Optional[DisabilityInsurancePlan] = None
critical_illness_insurance_plan: Optional[CriticalIllnessInsurancePlan] = None
death_insurance_plan: Optional[DeathInsurancePlan] = None
health_insurance_plan: Optional[HealthInsurancePlan] = None
accident_insurance_plan: Optional[AccidentInsurancePlan] = None
dental_insurance_plan: Optional[DentalInsurancePlan] = None
senior_citizen_concept: Optional[SeniorCitizenConcept] = None
retirement_plan: Optional[RetirementPlan] = None
de_retirement_plans: Optional[DeRetirementPlans] = None
preventive_treatment: Optional[PreventiveTreatment] = None
is_pension_scheme: Optional[bool] = None
path_finder: Optional[PathFinder] = None
financial_well_being: Optional[FinancialWellbeing] = None
use_informal_language: Optional[bool] = None
uses_s_s_o: Optional[bool] = None
authentication_method: Optional[AuthenticationMethod] = None
cpr_number_needed: Optional[bool] = None
activation_code_required: Optional[bool] = None
employer_email_domain: Optional[str] = None
version: Optional[str] = None
tax_pseudocode_u_r_l: Optional[str] = None
calculator_configuration: Optional[CalculatorData] = None
configuration_ids: Optional[ConfigurationIds] = None
document_list: Optional[List[Document]] = None
new_document_day_span: Optional[int] = None
sas_token_duration_in_seconds: Optional[float] = None
data_retention_period_in_years: Optional[int] = None
periods: Optional[List[Period]] = None
group_config: Optional[ConfigurationVersionGroupConfig] = None
member_document_config: Optional[ConfigurationVersionMemberDocumentConfig] = None
pension_sight_client: Optional[PensionSightClient] = None
user_result_configuration: Optional[List[UserResultConfiguration]] = None
user_search_configuration: Optional[List[UserSearchConfiguration]] = None
user_result_configuration_admin_proxy: Optional[List[UserResultConfigurationAdminProxy]] = None
user_search_configuration_admin_proxy: Optional[List[UserSearchConfigurationAdminProxy]] = None
fr_company_plans: Optional[FrCompanyPlans] = None
es_retirement_plans: Optional[EsRetirementPlans] = None
fr_calculator_configuration: Optional[FrCalculatorConfiguration] = None
fr_fund_setups: Optional[List[FrFundSetup]] = None
fr_plan_setups: Optional[List[FrPlanSetup]] = None
fr_previous_plans_setups: Optional[List[FrPreviousPlansSetup]] = None
fr_individual_plan_funds: Optional[List[str]] = None
be_retirement_plans: Optional[List[BeRetirementPlans]] = None
be_contributions: Optional[BeContributions] = None
private_client_products: Optional[List[PrivateClientProduct]] = None
contact_us: Optional[ConfigurationVersionEmailSetting] = None
email_settings: Optional[List[ConfigurationVersionEmailSetting]] = None
form_type_fields_configuration: Optional[List[FormTypeFieldsConfiguration]] = None
form_type_lookup_configuration: Optional[List[FormTypeLookupConfiguration]] = None
recommendation: Optional[ConfigurationVersionRecommendation] = None
recommendation_product: Optional[ConfigurationVersionRecommendationProduct] = None
pt_fund_values: Optional[List[FundValue]] = None
pt_funds_setups: Optional[List[PtFund]] = None
pt_contribution_data: Optional[PtContribution] = None
pt_investment_allocations: Optional[List[PtInvestmentAllocation]] = None
pt_investment_setup: Optional[PtInvestmentSetup] = None
pt_fund_lifecycle_list: Optional[PtFundLifecycleList] = None
pt_participant_status_setup: Optional[PtParticipantStatusSetup] = None
pt_matching_contribution_list: Optional[List[PtMatchingContribution]] = None
voting_poll_setup: Optional[ConfigurationVersionVotingPollSetup] = None
voting_poll_config: Optional[List[ConfigurationVersionVotingPollConfig]] = None
pt_calculator_configuration: Optional[PtCalculatorConfiguration] = None
booking_info: Optional[DkBookingInfo] = None
dk_public_contact_us_setup: Optional[ConfigurationVersionPublicContactUsSetup] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ProjectionReq:
context: Optional[SiteContext] = None
member: Optional[Member] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ConfigurationVersionOpeningHours:
opening: Optional[Time] = None
lunch_start: Optional[Time] = None
lunch_end: Optional[Time] = None
closing: Optional[Time] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ConfigurationVersionContactDetails:
website: Optional[str] = None
email: Optional[str] = None
phone: Optional[str] = None
show_in_footer: Optional[bool] = None
opening_hours: Optional[Dict[str, ConfigurationVersionOpeningHours]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ConfigurationVersionEntity:
logo_uri: Optional[str] = None
name: Optional[str] = None
contact_details: Optional[ConfigurationVersionContactDetails] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ConfigurationVersionCarrier(ConfigurationVersionEntity):
carrier_id: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class Entity:
logo_uri: Optional[str] = None
name: Optional[str] = None
contact_details: Optional[ContactDetails] = None
class BookingGroupType(str, Enum):
WEB_NORMAL_OFFICE_HOURS = 'WebNormalOfficeHours'
WEB_OUTSIDE_NORMAL_OFFICE_HOURS = 'WebOutsideNormalOfficeHours'
ON_LOCATION = 'OnLocation'
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class BookingGroup:
type: Optional[BookingGroupType] = None
user_name: Optional[str] = None
password: Optional[str] = None
address_line1: Optional[str] = None
address_line2: Optional[str] = None
address_line3: Optional[str] = None
sort_order: Optional[int] = None
class FinancingVehicleType(str, Enum):
PENSIONSKASSE = 'Pensionskasse'
DIREKTVERSICHERUNG = 'Direktversicherung'
PENSIONSFONDS = 'Pensionsfonds'
DIREKTZUSAGE = 'Direktzusage'
UNTERSTÜTZUNGSKASSE = 'Unterstützungskasse'
class ContributionType(str, Enum):
EMPLOYER = 'Employer'
EMPLOYEE = 'Employee'
EMPLOYER_MATCHING = 'EmployerMatching'
class DeProductType(str, Enum):
TRADITIONAL = 'Traditional'
NEW = 'New'
HYBRID = 'Hybrid'
RISK = 'Risk'
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class DeEmployerContributionFormula:
flat_amount: Optional[Decimal] = None
pct_salary_above_s_s_c_c: Optional[Decimal] = None
pct_salary_below_s_s_c_c: Optional[Decimal] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class DeEmployeeContributionFormula:
flat_amount: Optional[Decimal] = None
pct_salary_above_s_s_c_c: Optional[Decimal] = None
pct_salary_below_s_s_c_c: Optional[Decimal] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class DeEmployerMatchingFormula:
unit: Optional[Decimal] = None
multiplier: Optional[Decimal] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class DeContributionFormula:
employer_contribution_formula: Optional[DeEmployerContributionFormula] = None
employee_contribution_formula: Optional[DeEmployeeContributionFormula] = None
has_voluntary_employee_contribution: Optional[bool] = None
employer_matching_formula: Optional[DeEmployerMatchingFormula] = None
class DePrimaryRetirementBenefitPaymentType(str, Enum):
LUMP_SUM = 'LumpSum'
ANNUITY = 'Annuity'
class DeAlternativeRetirementBenefitPaymentType(str, Enum):
LUMP_SUM = 'LumpSum'
ANNUITY = 'Annuity'
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class DeRetirementBenefit:
normal_retirement_age: Optional[int] = None
normal_retirement_age_type: Optional[str] = None
early_retirement_age: Optional[int] = None
primary_retirement_benefit_payment_type: Optional[DePrimaryRetirementBenefitPaymentType] = None
alternative_retirement_benefit_payment_type: Optional[DeAlternativeRetirementBenefitPaymentType] = None
annuity_frequency: Optional[int] = None
accrued_retirement_pension: Optional[Decimal] = None
accrued_retirement_lump_sum: Optional[Decimal] = None
projected_retirement_pension_guaranteed: Optional[Decimal] = None
projected_retirement_lump_sum_guaranteed: Optional[Decimal] = None
projected_retirement_pension_incl_surpluses: Optional[Decimal] = None
projected_retirement_lump_sum_incl_surpluses: Optional[Decimal] = None
projected_retirement_pension_incl_past: Optional[Decimal] = None
projected_retirement_lump_sum_incl_past: Optional[Decimal] = None
class DeDeathBeforeRetirementBenefitType(str, Enum):
CONTRIBUTION_REFUND = 'ContributionRefund'
LUMP_SUM = 'LumpSum'
ANNUITY = 'Annuity'
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class DeDeathBeforeRetirementBenefit:
death_before_retirement_benefit_type: Optional[DeDeathBeforeRetirementBenefitType] = None
spouse_annuity_pct: Optional[Decimal] = None
orphan_annuity_pct: Optional[Decimal] = None
half_orphan_annuity_pct: Optional[Decimal] = None
annuity_frequency: Optional[int] = None
death_lumpsum: Optional[Decimal] = None
spouse_lump_sum_death_before_retirement: Optional[Decimal] = None
spouse_annuity_death_before_retirement: Optional[Decimal] = None
class DeDeathAfterRetirementBenefitType(str, Enum):
LUMP_SUM = 'LumpSum'
ANNUITY = 'Annuity'
TEMPORARY_ANNUITY = 'TemporaryAnnuity'
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class DeDeathAfterRetirementBenefit:
death_after_retirement_benefit_type: Optional[DeDeathAfterRetirementBenefitType] = None
eligibility_period: Optional[int] = None
spouse_annuity_pct: Optional[Decimal] = None
annuity_frequency: Optional[int] = None
spouse_lump_sum_death_after_retirement: Optional[Decimal] = None
spouse_annuity_death_after_retirement: Optional[Decimal] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class DeDisabilityBenefit:
benefit_pct: Optional[Decimal] = None
includes_contribution_waiver: Optional[bool] = None
disability_pension: Optional[Decimal] = None
end_coverage_age: Optional[Decimal] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class DeInvalidityBenefit:
benefit_pct: Optional[Decimal] = None
includes_contribution_waiver: Optional[bool] = None
disability_pension: Optional[Decimal] = None
end_coverage_age: Optional[Decimal] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class DeBiProServiceConfiguration:
get_quote_request: Optional[str] = None
group_policy_number: Optional[str] = None
class ContributionFrequencies(str, Enum):
ANNUAL = 'Annual'
BI_ANNUAL = 'BiAnnual'
QUARTERLY = 'Quarterly'
MONTHLY = 'Monthly'
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class DeContribution:
employer_contribution: Optional[Decimal] = None
employer_contribution_frequency: Optional[ContributionFrequencies] = None
employee_contribution: Optional[Decimal] = None
employee_contribution_frequency: Optional[ContributionFrequencies] = None
employer_matching_contribution: Optional[Decimal] = None
one_time_contribution: Optional[Decimal] = None
aggregate_premium_contribution: Optional[Decimal] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class DePricingTables:
pass
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class DeRetirementPlan:
identifier: Optional[str] = None
name: Optional[str] = None
plan_document_reference: Optional[str] = None
carrier: Optional[CarrierEntity] = None
carrier_ids: Optional[List[str]] = None
health_insurance: Optional[str] = None
product_type: Optional[DeProductType] = None
group_insurance_contract_code: Optional[str] = None
contribution_formula: Optional[DeContributionFormula] = None
financing_vehicle: Optional[FinancingVehicleType] = None
retirement_benefit: Optional[DeRetirementBenefit] = None
death_before_retirement_benefit: Optional[DeDeathBeforeRetirementBenefit] = None
death_after_retirement_benefit: Optional[DeDeathAfterRetirementBenefit] = None
disability_benefit: Optional[DeDisabilityBenefit] = None
invalidity_benefit: Optional[DeInvalidityBenefit] = None
bi_pro_service_configuration: Optional[DeBiProServiceConfiguration] = None
contribution: Optional[DeContribution] = None
benefit_data_date: Optional[datetime.datetime] = None
insurance_policy_number: Optional[str] = None
date_joined: Optional[datetime.datetime] = None
pricing_tables: Optional[DePricingTables] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ConfigurationVersionEntityColumnFilter:
entity: Optional[str] = None
alias: Optional[str] = None
ordinal: Optional[int] = None
columns: Optional[List[ConfigurationVersionEntityColumn]] = None
class EntityColumnType(str, Enum):
ENUM = 'Enum'
JSON = 'Json'
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ConfigurationVersionEntityColumn:
type: Optional[EntityColumnType] = None
ordinal: Optional[int] = None
value: Optional[str] = None
values: Optional[List[str]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class Investment:
id: Optional[int] = None
id_account: Optional[int] = None
id_security: Optional[int] = None
id_type: Optional[int] = None
label: Optional[str] = None
code: Optional[str] = None
code_type: Optional[str] = None
stock_symbol: Optional[str] = None
source: Optional[str] = None
description: Optional[str] = None
quantity: Optional[Decimal] = None
unit_price: Optional[Decimal] = None
unit_value: Optional[Decimal] = None
valuation: Optional[Decimal] = None
diff: Optional[Decimal] = None
diff_percent: Optional[Decimal] = None
prev_diff: Optional[Decimal] = None
prev_diff_percent: Optional[Decimal] = None
v_date: Optional[datetime.datetime] = None
prev_v_date: Optional[datetime.datetime] = None
portfolio_share: Optional[Decimal] = None
calculated: Optional[List[str]] = None
deleted: Optional[datetime.datetime] = None
last_update: Optional[datetime.datetime] = None
original_currency: Optional[Currency] = None
original_valuation: Optional[Decimal] = None
original_unit_value: Optional[Decimal] = None
original_unit_price: Optional[Decimal] = None
original_diff: Optional[Decimal] = None
details: Optional[InvestmentDetail] = None
stock_market: Optional[Object] = None
type: Optional[Object] = None
pockets: Optional[List[Object]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class Currency:
id: Optional[str] = None
name: Optional[str] = None
symbol: Optional[str] = None
crypto: Optional[bool] = None
precision: Optional[int] = None
prefix: Optional[bool] = None
marketcap: Optional[Object] = None
datetime: Optional[datetime.datetime] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class InvestmentDetail:
performance_one_year: Optional[Decimal] = None
performance_three_year: Optional[Decimal] = None
performance_five_year: Optional[Decimal] = None
srri: Optional[Decimal] = None
asset_category: Optional[str] = None
recommended_period: Optional[str] = None
last_update: Optional[datetime.datetime] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class EsRetirementPlan:
identifier: Optional[str] = None
name: Optional[str] = None
salary_percentage: Optional[Decimal] = None
ceiling_date1: Optional[datetime.datetime] = None
ceiling_date2: Optional[datetime.datetime] = None
ceiling_percentage_before_date1: Optional[Decimal] = None
ceiling_percentage_before_date2: Optional[Decimal] = None
salary_computation_option: Optional[str] = None
salary_ceiling1: Optional[Decimal] = None
salary_ceiling2: Optional[Decimal] = None
contribution: Optional[Contribution] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class Contribution:
employment_status_plan: Optional[str] = None
balance_current_employer: Optional[Decimal] = None
employee_contribution: Optional[Decimal] = None
employee_contribution_date: Optional[datetime.datetime] = None
employer_contribution: Optional[Decimal] = None
employer_contribution_date: Optional[datetime.datetime] = None
voluntary_contribution: Optional[Decimal] = None
voluntary_contribution_date: Optional[datetime.datetime] = None
total_contribution: Optional[Decimal] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class QuestionnaireAnswer:
value: Optional[str] = None
others: Optional[List[Matrix]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class Matrix:
investor_profile: Optional[str] = None
minimum_allocation_in_stocks: Optional[str] = None
maximum_allocationin_stocks: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ConfigurationVersionVotingOptions:
set: Optional[str] = None
id: Optional[str] = None
name: Optional[str] = None
value: Optional[List[ConfigurationVersionOption]] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ConfigurationVersionOption:
identifier: Optional[str] = None
name: Optional[str] = None
image_uri: Optional[str] = None
description1: Optional[str] = None
description2: Optional[str] = None
link: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ConfigurationVersionProductEmailSetup:
product: Optional[str] = None
emails: Optional[List[str]] = None
To override the Content-type in your clients, use the HTTP Accept Header, append the .json suffix or ?format=json
To embed the response in a jsonp callback, append ?callback=myCallback
The following are sample HTTP requests and responses. The placeholders shown need to be replaced with actual values.
POST /projection HTTP/1.1
Host: hcbtas-q-albamfs-api.azurewebsites.net
Accept: application/json
Content-Type: application/json
Content-Length: length
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