Plans

curl https://beta-api.uprise.us/plans \
  -H "Authorization: Bearer {token}" \
  -H "Content-Type: application/json" \
  -D '{"customerId": "81aa278c-a0f7-4767-b9be-d63977ba2bca", "subscriptionPlanCode": "core"}'

{
  "id": "04e429ba-6f6c-4765-8289-a4794495f9f3"
}

curl https://beta-api.uprise.us/plans/f5e856b6-ecb5-42dd-89d2-a21422435b3d/questionnaire \
  -H "Authorization: Bearer {token}"

{
  "How confident do you feel in managing your finances?": 5,
  "Which are most important to you?": "",
  "What type of degree did you earn?": ["Graduate"],
  "Does your current job offer any of the following?": ["StockOption"],
  "Upload a screenshot of your stock options": "",
  "What health insurance do you have?": ["Parent's plan"],
  "Please upload your company’s benefits guide": "",
  "What benefits does your company offer?": "",
  "Do you have any additional income?": "",
  "What is your credit score?": ["670-739"],
  "Roughly how much do you spend every month?": "",
  "Anything else before we wrap up?": ""
}

curl  https://beta-api.uprise.us/plans/5bbed68d-853b-4171-b3c5-42f514c6a29c/response \
  -H "Authorization: Bearer {token}" \
  -H "Content-Type: application/json" \
  -d '{"response": {"How confident do you feel in managing your finances?": "7"}}'

{
  "id": "04e429ba-6f6c-4765-8289-a4794495f9f3"
}

curl  https://beta-api.uprise.us/plans/5bbed68d-853b-4171-b3c5-42f514c6a29c/response \
  -H "Authorization: Bearer {token}" \
  -H "Content-Type: application/json" \
  -d '{"response": {"How confident do you feel in managing your finances?": "7"}}'

{
  "id": "04e429ba-6f6c-4765-8289-a4794495f9f3"
}

curl  https://beta-api.uprise.us/plans/5bbed68d-853b-4171-b3c5-42f514c6a29c/response \
  -H "Authorization: Bearer {token}" \
  -H "Content-Type: application/json" \
  -d '{"response": {"How confident do you feel in managing your finances?": "7"}}'

{
  "id": "04e429ba-6f6c-4765-8289-a4794495f9f3"
}

curl  https://beta-api.uprise.us/plans/5c59c810-3aaf-4995-b736-bd324aef45af/report \
  -H "Authorization: Bearer {token}" \
  -d '{"planId": "5c59c810-3aaf-4995-b736-bd324aef45af"}'

{
  "id": "5c59c810-3aaf-4995-b736-bd324aef45af",
  "planSummary": "It’s great to meet you - my name is Caroline, I’m the Lead Financial Advisor at Ocho.\r\n\r\nLooking through your info, your finances are in excellent shape: you have built up your business, are ahead on accumulating wealth, and have clear financial goals in mind. \r\n\r\nFor your initial plan I'll focus on a few topics to prioritize: getting health insurance coverage, retirement contributions, managing taxes, and investing towards goals.\r\n\r\nOur top priority is that the plan makes sense and is right for you, so we can adjust and cover new topics over time!\r\n\r\nWith Ocho Professional you can message me anytime – whether you have questions about this plan or as things come up throughout the year.\r\nCaroline",
  "currentAssesment": {
      "summary": "In short, you’re doing **good!** \r\nYou’ve got most things covered, but we’ve identified a few areas to focus on, highlighted in _blue_. Don’t worry, we’ll tell you what to do!",
      "detail": "[{\"isCoveredByCustomer\":false,\"itemName\":\"Credit\",\"itemDesc\":\"#CREDIT_RATING is considered really good!\",\"itemCategory\":\"foundation\"},{\"isCoveredByCustomer\":true,\"itemName\":\"Debt\",\"itemDesc\":\"You’re paying off highest-interest rate debt ASAP\",\"itemCategory\":\"foundation\"},{\"isCoveredByCustomer\":true,\"itemName\":\"Health Insurance\",\"itemDesc\":\"You need converage for the unexpected\",\"itemCategory\":\"foundation\"},{\"isCoveredByCustomer\":true,\"itemName\":\"Emergency Savings\",\"itemDesc\":\"You have 6 months savings — great job!\",\"itemCategory\":\"money_allocation\"},{\"isCoveredByCustomer\":false,\"itemName\":\"Retirement Savings\",\"itemDesc\":\"Make tax advantaged contributions\",\"itemCategory\":\"money_allocation\"},{\"isCoveredByCustomer\":false,\"itemName\":\"Benefits\",\"itemDesc\":\"You’re taking good advantage of your benefits.\",\"itemCategory\":\"money_allocation\"},{\"isCoveredByCustomer\":true,\"itemName\":\"Savings & Investments\",\"itemDesc\":\"Work towards your goals\",\"itemCategory\":\"money_allocation\"},{\"isCoveredByCustomer\":false,\"itemName\":\"Tax Optimizations\",\"itemDesc\":null,\"itemCategory\":\"other\"},{\"isCoveredByCustomer\":false,\"itemName\":\"Emergency\",\"itemDesc\":null,\"itemCategory\":\"other\"}]"
  },
  "recommendations": [
      {
          "id": "dbffea55-f345-4c96-bc37-edf66093e149",
          "valueAdd": "Build credit without thinking about it.",
          "category": "Credit",
          "tags": [
              "credit"
          ],
          "summary": "Set up autopay on your credit card to make sure the balance is paid in-full and on-time.",
          "context": "The key to credit is to make sure you always pay your balance in full, on time! This becomes more important as you start getting more credit - car payments, credit cards, etc. Paying on time is the biggest component of your credit score. Have patience with this - it takes time to rebuild credit. You will get there with consistency!",
          "actionLink": {
              "label": "Capital One",
              "url": "https://www.capitalone.com/"
          },
          "status": "new",
          "priority": 1,
          "isViewed": false,
          "addlResources": [
              {
                  "resourceType": "link",
                  "resourceObj": {
                      "label": "Raising credit score",
                      "url": "https://www.lendingtree.com/personal/study-raising-credit-score-saves-money/"
                  }
              },
              {
                  "resourceType": "attachment",
                  "resourceObj": {
                      "fileId": "f42ed07e-0c4c-4922-b6e3-ffe681fff3e7",
                      "fileName": "plan_image.png",
                      "fileType": "image/png"
                  }
              }
          ]
      }
  ]
}

curl  https://beta-api.uprise.us/plans/5c59c810-3aaf-4995-b736-bd324aef45af/rec/dbffea55-f345-4c96-bc37-edf66093e149 \
  -H "Authorization: Bearer {token}" \
  -d '{"planId": "5c59c810-3aaf-4995-b736-bd324aef45af" , "recId":"dbffea55-f345-4c96-bc37-edf66093e149"}'

{
  "id": "dbffea55-f345-4c96-bc37-edf66093e149",
  "planId": "5c59c810-3aaf-4995-b736-bd324aef45af",
  "valueAdd": "Build credit without thinking about it.",
  "category": "Credit",
  "tags": [
      "credit"
  ],
  "summary": "Set up autopay on your credit card to make sure the balance is paid in-full and on-time.",
  "context": "The key to credit is to make sure you always pay your balance in full, on time! This becomes more important as you start getting more credit - car payments, credit cards, etc. Paying on time is the biggest component of your credit score. Have patience with this - it takes time to rebuild credit. You will get there with consistency!",
  "actionLink": {
      "label": "Capital One",
      "url": "https://www.capitalone.com/"
  },
  "status": "new",
  "priority": 1,
  "isViewed": false,
  "addlResources": [
      {
          "resourceType": "link",
          "resourceObj": {
              "label": "Raising credit score",
              "url": "https://www.lendingtree.com/personal/study-raising-credit-score-saves-money/"
          }
      },
      {
          "resourceType": "attachment",
          "resourceObj": {
              "fileId": "f42ed07e-0c4c-4922-b6e3-ffe681fff3e7",
              "fileName": "plan_image.png",
              "fileType": "image/png"
          }
      }
  ]
}