Anessa was previously called Insurely. You may still see the Insurely name in parts of our documentation while we complete the transition.

Financial Product Type

French Career Statement (relevé de carrière)

The end user's official career history, as issued by info-retraite, delivered as the original PDF (in French). It shows employers, reported income per year, validated quarters, and the pension schemes contributed to. Insurely does not extract structured data from it. For structured public pension entitlements, see FrenchPublicPension.

How to get it

  1. Call GET /collections/{collectionId}/wealth/data, which returns a FrenchCareerStatement. When the PDF is available, it carries a document.id; otherwise document is absent.
  2. Pass that id to GET /collections/{collectionId}/wealth/document/{documentId} to download the PDF.

Source: fr-info-retraite only. Fetched automatically during the collection; the end user does not upload anything. Available for download for your configured process data retention period.

Typical uses: pension advice, retirement gap analysis, onboarding KYC.

companystring

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

companyDisplayNamestring

Display name of the company for user-friendly presentation.

documentDocument

Reference to the PDF. Download it from the document endpoint using this id.

idstring

Insurely-generated unique identifier for this collection of the financial product. Randomly generated and not stable across collections — a new id is issued each time the product is collected, even for the same underlying account. Use this only as a handle within a single collection (e.g., to correlate holdings and transactions). Do not use it to recognize the same product over time; use the stable institution-assigned identifier on this product (e.g., productNumber, accountNumber, or loanId) for that.

productNumberstring

Info-retraite's identifier for the statement. Not needed to download the PDF.

typestring

Type of the financial product.

Possible Enum values are FRENCH_PENSION, FRENCH_INVESTMENT, LIFE_INSURANCE, FRENCH_PUBLIC_PENSION, LIVRET or FRENCH_CAREER_STATEMENT.
Example
{  "company": "fr-info-retraite",  "companyDisplayName": "Info Retraite",  "document": {    "id": "b4c1ec96-182b-4533-98e1-7060d9643928"  },  "id": "df2e7a28-d871-45c1-a01e-515b7aeaf7da",  "productNumber": "1234567890",  "type": "FRENCH_CAREER_STATEMENT"}