Referência da APIClientes
Detalhe do cliente (cadastro + perfil + responsável)
curl -X GET "https://api.databolsa.com/v1/advisor/orgs/string/clients/string"{
"client": {
"id": "string",
"kind": "person",
"name": "string",
"email": "string",
"phone": "string",
"document_id": "string",
"family_id": "string",
"status": "prospect",
"created_at": "string"
},
"profile": {
"objectives": [
{
"kind": "string",
"description": "string",
"target_amount_cents": 0,
"target_date": "string"
}
],
"restrictions": [
{
"kind": "no_asset",
"symbol": "string",
"asset_class": "string",
"max_pct": 0,
"description": "string"
}
],
"risk_profile": "string",
"suitability": null,
"horizon": "string",
"notes": "string",
"updated_at": "string"
},
"assignments": [
{
"member_id": "string",
"member_display_name": "string",
"role": "string"
}
]
}{
"type": "string",
"title": "string",
"status": 0,
"detail": "string",
"code": "string"
}