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            Retrieve Aggregated Results for HouseholdAPIForWealthManagement Retrieval Summary Definition

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            Retrieve Aggregated Results for HouseholdAPIForWealthManagement Retrieval Summary Definition

            Make a GET REST API request to retrieve aggregate records.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To configure Household API Setup:

            Financial Services Cloud Extensions

            To generate a Data Processing Engine definition for record aggregation: Record Aggregation Access

            To get real time household financial data for financial accounts, financial holdings, assets and liabilities, and members of a household, use the fetchRealTime flag on your Household API setup.

            The request includes two parameters. 

            • Parameter 1: Name of the configured API. 
            • Parameter 2: ID of the Account or Party Relationship Group record. Replace <record ID> with your record ID. The record ID represents the record for whom you want to see record results. 

            To visualize the aggregated records in your third-party financial planning tool, send this request to the API. For example:

            /services/data/v61.0/connect/retrieval-summary/runtime/HouseholdAPIForWealthManagement/<record ID>

             
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