proton_api 1.8.0
Sign up to get free protection for your applications and to get access to all the features.
- checksums.yaml +7 -0
- data/Gemfile +7 -0
- data/README.md +246 -0
- data/Rakefile +8 -0
- data/docs/AccumulationGoalDepositConfig.md +14 -0
- data/docs/AnnuitiesApi.md +344 -0
- data/docs/AnnuityCalculatorAccumulationHorizonRequest.md +19 -0
- data/docs/AnnuityCalculatorAnnuityAmountRequest.md +19 -0
- data/docs/AnnuityCalculatorDecumulationHorizonRequest.md +19 -0
- data/docs/AnnuityCalculatorDepositAmountRequest.md +19 -0
- data/docs/AnnuityCalculatorInitialBalanceRequest.md +19 -0
- data/docs/AnnuityDepositSchedule.md +10 -0
- data/docs/BacktestRequest.md +17 -0
- data/docs/BeneficiaryBequestConfig.md +10 -0
- data/docs/BudgetAggregationAccount.md +8 -0
- data/docs/BudgetCalculatorRequest.md +16 -0
- data/docs/BudgetComponent.md +10 -0
- data/docs/BudgetDetails.md +17 -0
- data/docs/BusinessFinancialHealthCheckRequest.md +22 -0
- data/docs/BusinessFinancialManagementApi.md +288 -0
- data/docs/BusinessInvoiceAnalysisRequest.md +20 -0
- data/docs/CalculatorDepositSchedule.md +9 -0
- data/docs/CalculatorDepositSchedule1.md +10 -0
- data/docs/CardLimitCheckRequest.md +9 -0
- data/docs/CardTransactionAuthorizationRequest.md +19 -0
- data/docs/CardsApi.md +120 -0
- data/docs/CashAnalysisRequest.md +17 -0
- data/docs/CashFlowAnalysisRequest.md +20 -0
- data/docs/ChildrenEducationConfig.md +9 -0
- data/docs/CustomerAnalysisRequest.md +17 -0
- data/docs/DecumulationGoalDepositConfig.md +14 -0
- data/docs/DimensionalRiskScoreRequest.md +16 -0
- data/docs/DiversificationScoreRequest.md +19 -0
- data/docs/EducationCalculatorAnnualCostRequest.md +18 -0
- data/docs/EducationCalculatorDepositAmountRequest.md +19 -0
- data/docs/EducationCalculatorPercentCoveredRequest.md +18 -0
- data/docs/EducationConfig.md +10 -0
- data/docs/EmergencyFundCalculatorRequest.md +24 -0
- data/docs/EventStudyRequest.md +18 -0
- data/docs/FeeAnalysisRequest.md +13 -0
- data/docs/FinancialHealthApi.md +232 -0
- data/docs/FinancialHealthCheckRequest.md +17 -0
- data/docs/FinancialPictureRequest.md +16 -0
- data/docs/FinancialPlanningApi.md +680 -0
- data/docs/FinancialStatementAnalysisRequest.md +22 -0
- data/docs/GoalAccumulationAllocationRequest.md +33 -0
- data/docs/GoalAccumulationRecommendationRequest.md +28 -0
- data/docs/GoalAccumulationStatusRequest.md +28 -0
- data/docs/GoalConfig.md +9 -0
- data/docs/GoalDecumulationAllocationRequest.md +34 -0
- data/docs/GoalDecumulationRecommendationRequest.md +29 -0
- data/docs/GoalDecumulationStatusRequest.md +29 -0
- data/docs/GoalWithdrawalConfig.md +14 -0
- data/docs/GoalsApi.md +344 -0
- data/docs/GuaranteedRateBenefit.md +11 -0
- data/docs/IncomeConfig.md +10 -0
- data/docs/LifeInsuranceApi.md +64 -0
- data/docs/LifeInsuranceNeedsCalculatorRequest.md +22 -0
- data/docs/MonteCarloRequest.md +29 -0
- data/docs/MortgageCalculatorDownPaymentRequest.md +11 -0
- data/docs/MortgageCalculatorHomePriceRequest.md +11 -0
- data/docs/MortgageCalculatorPeriodicPaymentRequest.md +11 -0
- data/docs/MvoRequest.md +18 -0
- data/docs/OptConfig.md +14 -0
- data/docs/OptConfig1.md +12 -0
- data/docs/Periods.md +9 -0
- data/docs/PersonalFinancialManagementApi.md +288 -0
- data/docs/PortfolioConstructionApi.md +64 -0
- data/docs/PortfolioManagementApi.md +64 -0
- data/docs/PortfolioOptimizationScoreRequest.md +21 -0
- data/docs/PortfolioWhatIfRequest.md +21 -0
- data/docs/PurchaseCalculatorAmountRequest.md +16 -0
- data/docs/PurchaseCalculatorDepositAmountRequest.md +17 -0
- data/docs/PurchaseCalculatorHorizonRequest.md +15 -0
- data/docs/RatioTargets.md +13 -0
- data/docs/RatioTargets1.md +13 -0
- data/docs/RebalancingSignalRequest.md +13 -0
- data/docs/RecommendationConfig.md +15 -0
- data/docs/RecommendationConfig1.md +14 -0
- data/docs/RecurringTransactionAnalysisRequest.md +19 -0
- data/docs/RetirementCalculatorDepositAmountRequest.md +20 -0
- data/docs/RetirementCalculatorExpensesRequest.md +19 -0
- data/docs/RetirementCalculatorPercentCoveredRequest.md +19 -0
- data/docs/RiskAllocationRequest.md +14 -0
- data/docs/RiskScoreRequest.md +13 -0
- data/docs/RiskScoringApi.md +176 -0
- data/docs/SavingsCalculatorRequest.md +17 -0
- data/docs/SavingsDepositSchedule.md +11 -0
- data/docs/ScenarioAnalysisRequest.md +22 -0
- data/docs/SensitivityAnalysisRequest.md +22 -0
- data/docs/SensitivityFactor.md +11 -0
- data/docs/Settings.md +13 -0
- data/docs/SimulationsApi.md +400 -0
- data/docs/VariableAnnuityRequest.md +34 -0
- data/docs/WConfig.md +12 -0
- data/docs/WConfig1.md +12 -0
- data/git_push.sh +55 -0
- data/lib/proton_api.rb +132 -0
- data/lib/proton_api/api/annuities_api.rb +347 -0
- data/lib/proton_api/api/business_financial_management_api.rb +293 -0
- data/lib/proton_api/api/cards_api.rb +131 -0
- data/lib/proton_api/api/financial_health_api.rb +239 -0
- data/lib/proton_api/api/financial_planning_api.rb +671 -0
- data/lib/proton_api/api/goals_api.rb +347 -0
- data/lib/proton_api/api/life_insurance_api.rb +77 -0
- data/lib/proton_api/api/personal_financial_management_api.rb +293 -0
- data/lib/proton_api/api/portfolio_construction_api.rb +77 -0
- data/lib/proton_api/api/portfolio_management_api.rb +77 -0
- data/lib/proton_api/api/risk_scoring_api.rb +185 -0
- data/lib/proton_api/api/simulations_api.rb +401 -0
- data/lib/proton_api/api_client.rb +391 -0
- data/lib/proton_api/api_error.rb +38 -0
- data/lib/proton_api/auth_configuration.rb +177 -0
- data/lib/proton_api/configuration.rb +209 -0
- data/lib/proton_api/models/accumulation_goal_deposit_config.rb +338 -0
- data/lib/proton_api/models/annuity_calculator_accumulation_horizon_request.rb +462 -0
- data/lib/proton_api/models/annuity_calculator_annuity_amount_request.rb +464 -0
- data/lib/proton_api/models/annuity_calculator_decumulation_horizon_request.rb +462 -0
- data/lib/proton_api/models/annuity_calculator_deposit_amount_request.rb +471 -0
- data/lib/proton_api/models/annuity_calculator_initial_balance_request.rb +471 -0
- data/lib/proton_api/models/annuity_deposit_schedule.rb +257 -0
- data/lib/proton_api/models/backtest_request.rb +298 -0
- data/lib/proton_api/models/beneficiary_bequest_config.rb +260 -0
- data/lib/proton_api/models/budget_aggregation_account.rb +189 -0
- data/lib/proton_api/models/budget_calculator_request.rb +315 -0
- data/lib/proton_api/models/budget_component.rb +231 -0
- data/lib/proton_api/models/budget_details.rb +340 -0
- data/lib/proton_api/models/business_financial_health_check_request.rb +478 -0
- data/lib/proton_api/models/business_invoice_analysis_request.rb +355 -0
- data/lib/proton_api/models/calculator_deposit_schedule.rb +231 -0
- data/lib/proton_api/models/calculator_deposit_schedule1.rb +257 -0
- data/lib/proton_api/models/card_limit_check_request.rb +203 -0
- data/lib/proton_api/models/card_transaction_authorization_request.rb +359 -0
- data/lib/proton_api/models/cash_analysis_request.rb +321 -0
- data/lib/proton_api/models/cash_flow_analysis_request.rb +338 -0
- data/lib/proton_api/models/children_education_config.rb +224 -0
- data/lib/proton_api/models/customer_analysis_request.rb +286 -0
- data/lib/proton_api/models/decumulation_goal_deposit_config.rb +338 -0
- data/lib/proton_api/models/dimensional_risk_score_request.rb +285 -0
- data/lib/proton_api/models/diversification_score_request.rb +327 -0
- data/lib/proton_api/models/education_calculator_annual_cost_request.rb +453 -0
- data/lib/proton_api/models/education_calculator_deposit_amount_request.rb +486 -0
- data/lib/proton_api/models/education_calculator_percent_covered_request.rb +451 -0
- data/lib/proton_api/models/education_config.rb +274 -0
- data/lib/proton_api/models/emergency_fund_calculator_request.rb +564 -0
- data/lib/proton_api/models/event_study_request.rb +320 -0
- data/lib/proton_api/models/fee_analysis_request.rb +231 -0
- data/lib/proton_api/models/financial_health_check_request.rb +387 -0
- data/lib/proton_api/models/financial_picture_request.rb +269 -0
- data/lib/proton_api/models/financial_statement_analysis_request.rb +455 -0
- data/lib/proton_api/models/goal_accumulation_allocation_request.rb +732 -0
- data/lib/proton_api/models/goal_accumulation_recommendation_request.rb +625 -0
- data/lib/proton_api/models/goal_accumulation_status_request.rb +625 -0
- data/lib/proton_api/models/goal_config.rb +225 -0
- data/lib/proton_api/models/goal_decumulation_allocation_request.rb +767 -0
- data/lib/proton_api/models/goal_decumulation_recommendation_request.rb +660 -0
- data/lib/proton_api/models/goal_decumulation_status_request.rb +660 -0
- data/lib/proton_api/models/goal_withdrawal_config.rb +338 -0
- data/lib/proton_api/models/guaranteed_rate_benefit.rb +275 -0
- data/lib/proton_api/models/income_config.rb +269 -0
- data/lib/proton_api/models/life_insurance_needs_calculator_request.rb +518 -0
- data/lib/proton_api/models/monte_carlo_request.rb +507 -0
- data/lib/proton_api/models/mortgage_calculator_down_payment_request.rb +302 -0
- data/lib/proton_api/models/mortgage_calculator_home_price_request.rb +302 -0
- data/lib/proton_api/models/mortgage_calculator_periodic_payment_request.rb +302 -0
- data/lib/proton_api/models/mvo_request.rb +369 -0
- data/lib/proton_api/models/opt_config.rb +303 -0
- data/lib/proton_api/models/opt_config1.rb +263 -0
- data/lib/proton_api/models/periods.rb +223 -0
- data/lib/proton_api/models/portfolio_optimization_score_request.rb +359 -0
- data/lib/proton_api/models/portfolio_what_if_request.rb +354 -0
- data/lib/proton_api/models/purchase_calculator_amount_request.rb +404 -0
- data/lib/proton_api/models/purchase_calculator_deposit_amount_request.rb +437 -0
- data/lib/proton_api/models/purchase_calculator_horizon_request.rb +359 -0
- data/lib/proton_api/models/ratio_targets.rb +331 -0
- data/lib/proton_api/models/ratio_targets1.rb +331 -0
- data/lib/proton_api/models/rebalancing_signal_request.rb +241 -0
- data/lib/proton_api/models/recommendation_config.rb +360 -0
- data/lib/proton_api/models/recommendation_config1.rb +349 -0
- data/lib/proton_api/models/recurring_transaction_analysis_request.rb +370 -0
- data/lib/proton_api/models/retirement_calculator_deposit_amount_request.rb +512 -0
- data/lib/proton_api/models/retirement_calculator_expenses_request.rb +479 -0
- data/lib/proton_api/models/retirement_calculator_percent_covered_request.rb +477 -0
- data/lib/proton_api/models/risk_allocation_request.rb +319 -0
- data/lib/proton_api/models/risk_score_request.rb +242 -0
- data/lib/proton_api/models/savings_calculator_request.rb +398 -0
- data/lib/proton_api/models/savings_deposit_schedule.rb +279 -0
- data/lib/proton_api/models/scenario_analysis_request.rb +404 -0
- data/lib/proton_api/models/sensitivity_analysis_request.rb +402 -0
- data/lib/proton_api/models/sensitivity_factor.rb +281 -0
- data/lib/proton_api/models/settings.rb +290 -0
- data/lib/proton_api/models/variable_annuity_request.rb +703 -0
- data/lib/proton_api/models/w_config.rb +385 -0
- data/lib/proton_api/models/w_config1.rb +350 -0
- data/lib/proton_api/version.rb +15 -0
- data/proton_api.gemspec +46 -0
- data/spec/api/annuities_api_spec.rb +107 -0
- data/spec/api/business_financial_management_api_spec.rb +95 -0
- data/spec/api/cards_api_spec.rb +59 -0
- data/spec/api/financial_health_api_spec.rb +83 -0
- data/spec/api/financial_planning_api_spec.rb +179 -0
- data/spec/api/goals_api_spec.rb +107 -0
- data/spec/api/life_insurance_api_spec.rb +47 -0
- data/spec/api/personal_financial_management_api_spec.rb +95 -0
- data/spec/api/portfolio_construction_api_spec.rb +47 -0
- data/spec/api/portfolio_management_api_spec.rb +47 -0
- data/spec/api/risk_scoring_api_spec.rb +71 -0
- data/spec/api/simulations_api_spec.rb +119 -0
- data/spec/api_client_spec.rb +243 -0
- data/spec/configuration_spec.rb +42 -0
- data/spec/models/accumulation_goal_deposit_config_spec.rb +89 -0
- data/spec/models/annuity_calculator_accumulation_horizon_request_spec.rb +111 -0
- data/spec/models/annuity_calculator_annuity_amount_request_spec.rb +111 -0
- data/spec/models/annuity_calculator_decumulation_horizon_request_spec.rb +111 -0
- data/spec/models/annuity_calculator_deposit_amount_request_spec.rb +111 -0
- data/spec/models/annuity_calculator_initial_balance_request_spec.rb +111 -0
- data/spec/models/annuity_deposit_schedule_spec.rb +57 -0
- data/spec/models/backtest_request_spec.rb +95 -0
- data/spec/models/beneficiary_bequest_config_spec.rb +53 -0
- data/spec/models/budget_aggregation_account_spec.rb +41 -0
- data/spec/models/budget_calculator_request_spec.rb +93 -0
- data/spec/models/budget_component_spec.rb +53 -0
- data/spec/models/budget_details_spec.rb +99 -0
- data/spec/models/business_financial_health_check_request_spec.rb +137 -0
- data/spec/models/business_invoice_analysis_request_spec.rb +117 -0
- data/spec/models/calculator_deposit_schedule1_spec.rb +57 -0
- data/spec/models/calculator_deposit_schedule_spec.rb +51 -0
- data/spec/models/card_limit_check_request_spec.rb +47 -0
- data/spec/models/card_transaction_authorization_request_spec.rb +115 -0
- data/spec/models/cash_analysis_request_spec.rb +103 -0
- data/spec/models/cash_flow_analysis_request_spec.rb +117 -0
- data/spec/models/children_education_config_spec.rb +47 -0
- data/spec/models/customer_analysis_request_spec.rb +95 -0
- data/spec/models/decumulation_goal_deposit_config_spec.rb +89 -0
- data/spec/models/dimensional_risk_score_request_spec.rb +89 -0
- data/spec/models/diversification_score_request_spec.rb +111 -0
- data/spec/models/education_calculator_annual_cost_request_spec.rb +101 -0
- data/spec/models/education_calculator_deposit_amount_request_spec.rb +107 -0
- data/spec/models/education_calculator_percent_covered_request_spec.rb +101 -0
- data/spec/models/education_config_spec.rb +53 -0
- data/spec/models/emergency_fund_calculator_request_spec.rb +141 -0
- data/spec/models/event_study_request_spec.rb +109 -0
- data/spec/models/fee_analysis_request_spec.rb +71 -0
- data/spec/models/financial_health_check_request_spec.rb +95 -0
- data/spec/models/financial_picture_request_spec.rb +89 -0
- data/spec/models/financial_statement_analysis_request_spec.rb +149 -0
- data/spec/models/goal_accumulation_allocation_request_spec.rb +215 -0
- data/spec/models/goal_accumulation_recommendation_request_spec.rb +173 -0
- data/spec/models/goal_accumulation_status_request_spec.rb +173 -0
- data/spec/models/goal_config_spec.rb +47 -0
- data/spec/models/goal_decumulation_allocation_request_spec.rb +221 -0
- data/spec/models/goal_decumulation_recommendation_request_spec.rb +179 -0
- data/spec/models/goal_decumulation_status_request_spec.rb +179 -0
- data/spec/models/goal_withdrawal_config_spec.rb +89 -0
- data/spec/models/guaranteed_rate_benefit_spec.rb +59 -0
- data/spec/models/income_config_spec.rb +53 -0
- data/spec/models/life_insurance_needs_calculator_request_spec.rb +125 -0
- data/spec/models/monte_carlo_request_spec.rb +179 -0
- data/spec/models/mortgage_calculator_down_payment_request_spec.rb +59 -0
- data/spec/models/mortgage_calculator_home_price_request_spec.rb +59 -0
- data/spec/models/mortgage_calculator_periodic_payment_request_spec.rb +59 -0
- data/spec/models/mvo_request_spec.rb +113 -0
- data/spec/models/opt_config1_spec.rb +69 -0
- data/spec/models/opt_config_spec.rb +81 -0
- data/spec/models/periods_spec.rb +47 -0
- data/spec/models/portfolio_optimization_score_request_spec.rb +127 -0
- data/spec/models/portfolio_what_if_request_spec.rb +123 -0
- data/spec/models/purchase_calculator_amount_request_spec.rb +93 -0
- data/spec/models/purchase_calculator_deposit_amount_request_spec.rb +99 -0
- data/spec/models/purchase_calculator_horizon_request_spec.rb +83 -0
- data/spec/models/ratio_targets1_spec.rb +71 -0
- data/spec/models/ratio_targets_spec.rb +71 -0
- data/spec/models/rebalancing_signal_request_spec.rb +71 -0
- data/spec/models/recommendation_config1_spec.rb +77 -0
- data/spec/models/recommendation_config_spec.rb +83 -0
- data/spec/models/recurring_transaction_analysis_request_spec.rb +111 -0
- data/spec/models/retirement_calculator_deposit_amount_request_spec.rb +113 -0
- data/spec/models/retirement_calculator_expenses_request_spec.rb +107 -0
- data/spec/models/retirement_calculator_percent_covered_request_spec.rb +107 -0
- data/spec/models/risk_allocation_request_spec.rb +85 -0
- data/spec/models/risk_score_request_spec.rb +71 -0
- data/spec/models/savings_calculator_request_spec.rb +99 -0
- data/spec/models/savings_deposit_schedule_spec.rb +63 -0
- data/spec/models/scenario_analysis_request_spec.rb +133 -0
- data/spec/models/sensitivity_analysis_request_spec.rb +133 -0
- data/spec/models/sensitivity_factor_spec.rb +59 -0
- data/spec/models/settings_spec.rb +79 -0
- data/spec/models/variable_annuity_request_spec.rb +209 -0
- data/spec/models/w_config1_spec.rb +65 -0
- data/spec/models/w_config_spec.rb +65 -0
- data/spec/spec_helper.rb +111 -0
- metadata +628 -0
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# ProtonApi::BusinessInvoiceAnalysisRequest
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## Properties
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**customer_id** | **String** | | [optional]
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**end_date** | **Date** | | [optional]
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**overdue_periods** | [**Array<Periods>**](Periods.md) | | [optional]
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**client_id** | **String** | | [optional]
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**response_limit** | **Integer** | | [optional] [default to 10]
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**currency_conversion** | **String** | | [optional]
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**history_frequency_interval** | **String** | | [optional] [default to 'month']
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**start_date** | **Date** | | [optional]
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**show_history** | **BOOLEAN** | | [optional] [default to false]
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**currency_code** | **String** | | [optional]
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**invoice_ids** | **Array<String>** | | [optional]
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**show_outstanding_invoices** | **BOOLEAN** | | [optional] [default to false]
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**future_due_periods** | [**Array<Periods>**](Periods.md) | | [optional]
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# ProtonApi::CalculatorDepositSchedule
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## Properties
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------------ | ------------- | ------------- | -------------
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**adjust_deposit_for_inflation** | **BOOLEAN** | | [optional] [default to true]
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**deposit_frequency_interval** | **String** | | [optional] [default to 'year']
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# ProtonApi::CalculatorDepositSchedule1
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## Properties
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Name | Type | Description | Notes
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------------ | ------------- | ------------- | -------------
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**adjust_deposit_for_inflation** | **BOOLEAN** | | [optional] [default to true]
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**deposit_frequency_interval** | **String** | | [optional] [default to 'year']
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**deposit_amount** | **Float** | | [optional] [default to 0.0]
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# ProtonApi::CardTransactionAuthorizationRequest
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## Properties
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Name | Type | Description | Notes
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------------ | ------------- | ------------- | -------------
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**merchant** | **String** | | [optional] [default to 'null']
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**partial_auth** | **BOOLEAN** | | [optional] [default to false]
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**date** | **DateTime** | |
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**merchant_category_code** | **Integer** | | [optional]
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**cleanse_data** | **BOOLEAN** | | [optional] [default to false]
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**auth_type** | **Array<String>** | |
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**amount** | **Float** | |
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**transaction_type** | **String** | |
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**currency_code** | **String** | |
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**description** | **String** | | [optional] [default to 'null']
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**card_id** | **String** | |
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**merchant_category** | **String** | | [optional] [default to 'null']
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data/docs/CardsApi.md
ADDED
@@ -0,0 +1,120 @@
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# ProtonApi::CardsApi
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+
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All URIs are relative to *https://sandbox.hydrogenplatform.com/proton/v1*
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|
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Method | HTTP request | Description
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------------- | ------------- | -------------
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[**card_limit_check**](CardsApi.md#card_limit_check) | **POST** /card_limit_check | Card Limit Check
|
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[**card_transaction_authorization**](CardsApi.md#card_transaction_authorization) | **POST** /card_authorization | Card Transaction Authorization
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# **card_limit_check**
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> Hash<String, Object> card_limit_check(card_limit_check_request)
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|
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Card Limit Check
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Evaluate card transaction history against spending controls
|
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|
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### Example
|
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+
```ruby
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# load the gem
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require 'proton_api'
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# setup authorization
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ProtonApi.configure do |config|
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+
# Creating a token for grant_type=client_credentials
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+
config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
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+
# Creating a token for grant_type=password
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config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
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# Creating a token using client token
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+
config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN");
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30
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+
end
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api_instance = ProtonApi::CardsApi.new
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32
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+
|
33
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card_limit_check_request = ProtonApi::CardLimitCheckRequest.new # CardLimitCheckRequest | Request payload for Card Limit Check
|
34
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+
|
35
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+
|
36
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+
begin
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#Card Limit Check
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result = api_instance.card_limit_check(card_limit_check_request)
|
39
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+
p result
|
40
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+
rescue ProtonApi::ApiError => e
|
41
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puts "Exception when calling CardsApi->card_limit_check: #{e}"
|
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+
end
|
43
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+
```
|
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+
|
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### Parameters
|
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+
|
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Name | Type | Description | Notes
|
48
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+
------------- | ------------- | ------------- | -------------
|
49
|
+
**card_limit_check_request** | [**CardLimitCheckRequest**](CardLimitCheckRequest.md)| Request payload for Card Limit Check |
|
50
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+
|
51
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+
### Return type
|
52
|
+
|
53
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**Hash<String, Object>**
|
54
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+
|
55
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### Authorization
|
56
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+
|
57
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+
[oauth2](../README.md#oauth2)
|
58
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+
|
59
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### HTTP request headers
|
60
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+
|
61
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- **Content-Type**: application/json
|
62
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- **Accept**: application/json
|
63
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+
|
64
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+
|
65
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+
|
66
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# **card_transaction_authorization**
|
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> Hash<String, Object> card_transaction_authorization(card_transaction_authorization_request)
|
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+
|
69
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+
Card Transaction Authorization
|
70
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+
|
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+
Approve or reject a card transaction based on applicable conditions
|
72
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+
|
73
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+
### Example
|
74
|
+
```ruby
|
75
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+
# load the gem
|
76
|
+
require 'proton_api'
|
77
|
+
# setup authorization
|
78
|
+
ProtonApi.configure do |config|
|
79
|
+
# Creating a token for grant_type=client_credentials
|
80
|
+
config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
|
81
|
+
# Creating a token for grant_type=password
|
82
|
+
config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
|
83
|
+
# Creating a token using client token
|
84
|
+
config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN");
|
85
|
+
end
|
86
|
+
api_instance = ProtonApi::CardsApi.new
|
87
|
+
|
88
|
+
card_transaction_authorization_request = ProtonApi::CardTransactionAuthorizationRequest.new # CardTransactionAuthorizationRequest | Request payload for Card Transaction Authorization
|
89
|
+
|
90
|
+
|
91
|
+
begin
|
92
|
+
#Card Transaction Authorization
|
93
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+
result = api_instance.card_transaction_authorization(card_transaction_authorization_request)
|
94
|
+
p result
|
95
|
+
rescue ProtonApi::ApiError => e
|
96
|
+
puts "Exception when calling CardsApi->card_transaction_authorization: #{e}"
|
97
|
+
end
|
98
|
+
```
|
99
|
+
|
100
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### Parameters
|
101
|
+
|
102
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+
Name | Type | Description | Notes
|
103
|
+
------------- | ------------- | ------------- | -------------
|
104
|
+
**card_transaction_authorization_request** | [**CardTransactionAuthorizationRequest**](CardTransactionAuthorizationRequest.md)| Request payload for Card Transaction Authorization |
|
105
|
+
|
106
|
+
### Return type
|
107
|
+
|
108
|
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**Hash<String, Object>**
|
109
|
+
|
110
|
+
### Authorization
|
111
|
+
|
112
|
+
[oauth2](../README.md#oauth2)
|
113
|
+
|
114
|
+
### HTTP request headers
|
115
|
+
|
116
|
+
- **Content-Type**: application/json
|
117
|
+
- **Accept**: application/json
|
118
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+
|
119
|
+
|
120
|
+
|
@@ -0,0 +1,17 @@
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# ProtonApi::CashAnalysisRequest
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2
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+
|
3
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## Properties
|
4
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Name | Type | Description | Notes
|
5
|
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------------ | ------------- | ------------- | -------------
|
6
|
+
**end_date** | **Date** | | [optional]
|
7
|
+
**client_id** | **String** | | [optional]
|
8
|
+
**show_inflow_details** | **BOOLEAN** | | [optional] [default to false]
|
9
|
+
**currency_conversion** | **String** | | [optional]
|
10
|
+
**history_frequency_interval** | **String** | | [optional] [default to 'month']
|
11
|
+
**start_date** | **Date** | | [optional]
|
12
|
+
**show_history** | **BOOLEAN** | | [optional] [default to false]
|
13
|
+
**currency_code** | **String** | | [optional]
|
14
|
+
**show_outflow_details** | **BOOLEAN** | | [optional] [default to false]
|
15
|
+
**scope** | **String** | | [optional] [default to 'all']
|
16
|
+
|
17
|
+
|
@@ -0,0 +1,20 @@
|
|
1
|
+
# ProtonApi::CashFlowAnalysisRequest
|
2
|
+
|
3
|
+
## Properties
|
4
|
+
Name | Type | Description | Notes
|
5
|
+
------------ | ------------- | ------------- | -------------
|
6
|
+
**aggregation_account_ids** | **Array<String>** | | [optional]
|
7
|
+
**end_date** | **Date** | | [optional]
|
8
|
+
**benchmark_end_date** | **Date** | | [optional]
|
9
|
+
**client_id** | **String** | | [optional]
|
10
|
+
**account_ids** | **Array<String>** | | [optional]
|
11
|
+
**show_income_details** | **BOOLEAN** | | [optional] [default to false]
|
12
|
+
**show_history** | **BOOLEAN** | | [optional] [default to false]
|
13
|
+
**start_date** | **Date** | | [optional]
|
14
|
+
**currency_conversion** | **String** | | [optional]
|
15
|
+
**currency_code** | **String** | | [optional]
|
16
|
+
**benchmark_start_date** | **Date** | | [optional]
|
17
|
+
**show_spending_details** | **BOOLEAN** | | [optional] [default to false]
|
18
|
+
**scope** | **String** | | [optional] [default to 'all']
|
19
|
+
|
20
|
+
|
@@ -0,0 +1,9 @@
|
|
1
|
+
# ProtonApi::ChildrenEducationConfig
|
2
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+
|
3
|
+
## Properties
|
4
|
+
Name | Type | Description | Notes
|
5
|
+
------------ | ------------- | ------------- | -------------
|
6
|
+
**education_config** | [**Array<EducationConfig>**](EducationConfig.md) | |
|
7
|
+
**current_age** | **Integer** | |
|
8
|
+
|
9
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+
|
@@ -0,0 +1,17 @@
|
|
1
|
+
# ProtonApi::CustomerAnalysisRequest
|
2
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+
|
3
|
+
## Properties
|
4
|
+
Name | Type | Description | Notes
|
5
|
+
------------ | ------------- | ------------- | -------------
|
6
|
+
**end_date** | **Date** | | [optional]
|
7
|
+
**benchmark_end_date** | **Date** | | [optional]
|
8
|
+
**customer_ids** | **Array<String>** | | [optional]
|
9
|
+
**client_id** | **String** | | [optional]
|
10
|
+
**response_limit** | **Integer** | | [optional] [default to 10]
|
11
|
+
**currency_conversion** | **String** | | [optional]
|
12
|
+
**start_date** | **Date** | | [optional]
|
13
|
+
**currency_code** | **String** | | [optional]
|
14
|
+
**only_active_customers** | **BOOLEAN** | | [optional] [default to false]
|
15
|
+
**benchmark_start_date** | **Date** | | [optional]
|
16
|
+
|
17
|
+
|
@@ -0,0 +1,14 @@
|
|
1
|
+
# ProtonApi::DecumulationGoalDepositConfig
|
2
|
+
|
3
|
+
## Properties
|
4
|
+
Name | Type | Description | Notes
|
5
|
+
------------ | ------------- | ------------- | -------------
|
6
|
+
**dep_amount** | **Float** | | [optional]
|
7
|
+
**dep_end_period** | **Integer** | | [optional] [default to 0]
|
8
|
+
**dep_end_reference** | **String** | | [optional] [default to 'a_end']
|
9
|
+
**dep_frequency** | **String** | | [optional] [default to 'year']
|
10
|
+
**dep_start_period** | **Integer** | | [optional] [default to 0]
|
11
|
+
**dep_inflation** | **Float** | | [optional] [default to 0.0]
|
12
|
+
**dep_start_reference** | **String** | | [optional] [default to 'a_start']
|
13
|
+
|
14
|
+
|
@@ -0,0 +1,16 @@
|
|
1
|
+
# ProtonApi::DimensionalRiskScoreRequest
|
2
|
+
|
3
|
+
## Properties
|
4
|
+
Name | Type | Description | Notes
|
5
|
+
------------ | ------------- | ------------- | -------------
|
6
|
+
**post_score** | **BOOLEAN** | | [optional] [default to false]
|
7
|
+
**max_answers** | **Array<Float>** | |
|
8
|
+
**answer_weights** | **Array<Float>** | | [optional]
|
9
|
+
**dims** | **Array<String>** | |
|
10
|
+
**client_id** | **String** | | [optional]
|
11
|
+
**answers** | **Array<Float>** | | [optional]
|
12
|
+
**dim_weights** | **Array<Float>** | | [optional]
|
13
|
+
**questionnaire_id** | **String** | | [optional]
|
14
|
+
**answer_dims** | **Array<Array<String>>** | |
|
15
|
+
|
16
|
+
|
@@ -0,0 +1,19 @@
|
|
1
|
+
# ProtonApi::DiversificationScoreRequest
|
2
|
+
|
3
|
+
## Properties
|
4
|
+
Name | Type | Description | Notes
|
5
|
+
------------ | ------------- | ------------- | -------------
|
6
|
+
**portfolio_tickers** | **Array<String>** | | [optional]
|
7
|
+
**end_date** | **Date** | | [optional]
|
8
|
+
**portfolio_id** | **String** | | [optional]
|
9
|
+
**market_data_source** | **String** | | [optional] [default to 'nucleus']
|
10
|
+
**model_id** | **String** | | [optional]
|
11
|
+
**create_log** | **BOOLEAN** | | [optional] [default to false]
|
12
|
+
**allocation_id** | **String** | | [optional]
|
13
|
+
**use_proxy_data** | **BOOLEAN** | | [optional] [default to false]
|
14
|
+
**start_date** | **Date** | | [optional]
|
15
|
+
**account_id** | **String** | | [optional]
|
16
|
+
**aggregation_account_id** | **String** | | [optional]
|
17
|
+
**portfolio_weights** | **Array<Float>** | | [optional]
|
18
|
+
|
19
|
+
|
@@ -0,0 +1,18 @@
|
|
1
|
+
# ProtonApi::EducationCalculatorAnnualCostRequest
|
2
|
+
|
3
|
+
## Properties
|
4
|
+
Name | Type | Description | Notes
|
5
|
+
------------ | ------------- | ------------- | -------------
|
6
|
+
**aggregation_account_ids** | **Array<String>** | | [optional]
|
7
|
+
**tax_rate** | **Float** | | [optional] [default to 0.0]
|
8
|
+
**account_ids** | **Array<String>** | | [optional]
|
9
|
+
**initial_balance** | **Float** | | [optional] [default to 0.0]
|
10
|
+
**decumulation_horizon** | **Integer** | |
|
11
|
+
**percent_of_costs_covered** | **Float** | | [optional] [default to 1.0]
|
12
|
+
**accumulation_horizon** | **Integer** | |
|
13
|
+
**education_inflation_rate** | **Float** | | [optional] [default to 0.05]
|
14
|
+
**portfolio_return** | **Float** | |
|
15
|
+
**deposit_schedule** | [**CalculatorDepositSchedule1**](CalculatorDepositSchedule1.md) | | [optional]
|
16
|
+
**general_inflation_rate** | **Float** | | [optional] [default to 0.0]
|
17
|
+
|
18
|
+
|
@@ -0,0 +1,19 @@
|
|
1
|
+
# ProtonApi::EducationCalculatorDepositAmountRequest
|
2
|
+
|
3
|
+
## Properties
|
4
|
+
Name | Type | Description | Notes
|
5
|
+
------------ | ------------- | ------------- | -------------
|
6
|
+
**aggregation_account_ids** | **Array<String>** | | [optional]
|
7
|
+
**total_annual_cost** | **Float** | |
|
8
|
+
**tax_rate** | **Float** | | [optional] [default to 0.0]
|
9
|
+
**account_ids** | **Array<String>** | | [optional]
|
10
|
+
**initial_balance** | **Float** | | [optional] [default to 0.0]
|
11
|
+
**decumulation_horizon** | **Integer** | |
|
12
|
+
**percent_of_costs_covered** | **Float** | | [optional] [default to 1.0]
|
13
|
+
**accumulation_horizon** | **Integer** | |
|
14
|
+
**education_inflation_rate** | **Float** | | [optional] [default to 0.05]
|
15
|
+
**portfolio_return** | **Float** | |
|
16
|
+
**deposit_schedule** | [**CalculatorDepositSchedule**](CalculatorDepositSchedule.md) | | [optional]
|
17
|
+
**general_inflation_rate** | **Float** | | [optional] [default to 0.0]
|
18
|
+
|
19
|
+
|
@@ -0,0 +1,18 @@
|
|
1
|
+
# ProtonApi::EducationCalculatorPercentCoveredRequest
|
2
|
+
|
3
|
+
## Properties
|
4
|
+
Name | Type | Description | Notes
|
5
|
+
------------ | ------------- | ------------- | -------------
|
6
|
+
**aggregation_account_ids** | **Array<String>** | | [optional]
|
7
|
+
**total_annual_cost** | **Float** | |
|
8
|
+
**tax_rate** | **Float** | | [optional] [default to 0.0]
|
9
|
+
**account_ids** | **Array<String>** | | [optional]
|
10
|
+
**initial_balance** | **Float** | | [optional] [default to 0.0]
|
11
|
+
**decumulation_horizon** | **Integer** | |
|
12
|
+
**accumulation_horizon** | **Integer** | |
|
13
|
+
**education_inflation_rate** | **Float** | | [optional] [default to 0.05]
|
14
|
+
**portfolio_return** | **Float** | |
|
15
|
+
**deposit_schedule** | [**CalculatorDepositSchedule1**](CalculatorDepositSchedule1.md) | | [optional]
|
16
|
+
**general_inflation_rate** | **Float** | | [optional] [default to 0.0]
|
17
|
+
|
18
|
+
|
@@ -0,0 +1,24 @@
|
|
1
|
+
# ProtonApi::EmergencyFundCalculatorRequest
|
2
|
+
|
3
|
+
## Properties
|
4
|
+
Name | Type | Description | Notes
|
5
|
+
------------ | ------------- | ------------- | -------------
|
6
|
+
**frequency_unit** | **String** | | [optional] [default to 'month']
|
7
|
+
**aggregation_account_ids** | **Array<String>** | | [optional]
|
8
|
+
**food_costs** | **Float** | | [optional] [default to 0.0]
|
9
|
+
**housing_cost** | **Float** | | [optional] [default to 0.0]
|
10
|
+
**debt_payments** | **Float** | | [optional] [default to 0.0]
|
11
|
+
**client_id** | **String** | | [optional]
|
12
|
+
**account_ids** | **Array<String>** | | [optional]
|
13
|
+
**utility_payments** | **Float** | | [optional] [default to 0.0]
|
14
|
+
**insurance_payments** | **Float** | | [optional] [default to 0.0]
|
15
|
+
**transportation_costs** | **Float** | | [optional] [default to 0.0]
|
16
|
+
**lookback_periods** | **Integer** | | [optional] [default to 3]
|
17
|
+
**emergency_fund_duration** | **Integer** | |
|
18
|
+
**interest_rate** | **Float** | | [optional] [default to 0.0]
|
19
|
+
**telecom_payments** | **Float** | | [optional] [default to 0.0]
|
20
|
+
**savings_horizon** | **Array<Integer>** | | [optional]
|
21
|
+
**other_expenses** | **Object** | | [optional]
|
22
|
+
**current_emergency_fund_balance** | **Float** | | [optional] [default to 0.0]
|
23
|
+
|
24
|
+
|
@@ -0,0 +1,18 @@
|
|
1
|
+
# ProtonApi::EventStudyRequest
|
2
|
+
|
3
|
+
## Properties
|
4
|
+
Name | Type | Description | Notes
|
5
|
+
------------ | ------------- | ------------- | -------------
|
6
|
+
**portfolio_tickers** | **Array<String>** | | [optional]
|
7
|
+
**market_data_source** | **String** | | [optional] [default to 'nucleus']
|
8
|
+
**portfolio_id** | **String** | | [optional]
|
9
|
+
**model_id** | **String** | | [optional]
|
10
|
+
**create_log** | **BOOLEAN** | | [optional] [default to false]
|
11
|
+
**allocation_id** | **String** | | [optional]
|
12
|
+
**events** | **Array<String>** | | [optional]
|
13
|
+
**use_proxy_data** | **BOOLEAN** | | [optional] [default to false]
|
14
|
+
**account_id** | **String** | | [optional]
|
15
|
+
**aggregation_account_id** | **String** | | [optional]
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**portfolio_weights** | **Array<Float>** | | [optional]
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# ProtonApi::FeeAnalysisRequest
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## Properties
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Name | Type | Description | Notes
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------------ | ------------- | ------------- | -------------
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**aggregation_account_ids** | **Array<String>** | | [optional]
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**end_date** | **Date** | | [optional]
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**client_id** | **String** | | [optional]
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**currency_conversion** | **String** | | [optional]
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**start_date** | **Date** | | [optional]
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**currency_code** | **String** | | [optional]
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