Routes

Get the wealth data of a collection

GEThttps://api.insurely.com/wealth/collection/{collectionId}/data

Request

Path Parameters

collectionIdstring

Header Parameters

Insurely-Versionstring

Specifies the API version to use. Must match the version of the endpoint you are targeting.

Possible Enum values are 2025-01-01.

Responses

Pension data successfully fetched.

Body

companystring

Company where the financial product has been collected from.

companyDisplayNamestring

Display name of the company for user-friendly presentation.

typestring

Type of the financial product.

Possible Enum values are PER, PEA, LIFE_INSURANCE or CTO.
One of these types:

Properties below are from the FrenchPension subtype. View the full schema for full details.

classificationstring

Classification of the pension.

Possible Enum values are PERIN, PEROB, PERECO, PERCO, PERP, PREFON, ARTICLE83 or GENERIC.
companystring

Company where the financial product has been collected from. Examples: fr-info-retraite

companyDisplayNamestring

Display name of the company for user-friendly presentation.

productNamestring
productNumberstring
startDatestring
updateDatestring

Date when value was last updated (format YYYY-MM-DD)

holdingCompanyFrenchHoldingCompany
managementModestring

Management mode of the pension.

Possible Enum values are HYBRIDE, LIBRE or PILOTE.
activeAdditionalContributionsboolean
transactionsArray<Transaction>

Transaction history for the last 12 months.

idstring
typestring

Type of the financial product.

Possible Enum values are PER.
cURL
curl https://api.insurely.com/wealth/collection/{collectionId}/data