Starter Workflows

The aim of the Starter Workflows is to help developers with the setup and get connected to the API as soon as possible. Please take a look at the flows covering different business cases to get the most out of it.

Basic Workflow

The Basic Workflow is intended to demonstrate how the API works.

It covers the following:

• Obtain the Service Account Token - this grants access to the workspace.
• Creates a guest user and a minimal Household with one person living in it, who has an income and a monthly living expense.
• The only goal in the household is retirement. This is a mandatory goal for each household.
• Shows how to execute the scenario and how to get the simplest of results.

Individual household with all goals

This workflow contains all the different types of goals that can be added to a household using the dedicated end-points for each goal type.

Household with all typed goals

This workflow contains all the different types of goals that can be added to a household using the single generic end-point for each goal.

Two person household

Sets up a scenario where two people live in the household and they wish to buy a house. The results will show the likelihood of that happening.

Household with a private pension

Contains a single person household who contributes to a private pension fund.

Household with a protection (insurance)

Sets up a household with two people living in it, who both posses life insurance and they are planning to have a child.