Purpose: To provide the existing entity details to Orion Risk sent through your default Stress Test.
Simple Use Case: If you would like to see a Stress Test for a Household.
Scope and Outputs: This endpoint will allow you to review the Stress Test on a specific entity. This does not make any updates to the portfolio.
Process Overview: Call using the appropriate GET for the entity level you would like to run the Stress Test on, Client(household), or Account.
Process Steps:
GET: /Integrations/HiddenLevers/StressTest/Client/{OrionConnectClientId} OR /Integrations/HiddenLevers/StressTest/Account/{OrionConnectAccountId}
Example GET: /Integrations/HiddenLevers/StressTest/Client/1717
Response: Only a partial snippet of full response listed for a sample client.
{
"result": [
{
"name": "SP Valuation: 17 CAPE - Long Term Average",
"description": "What if the SP 500 suffers a correction in valuation down to long term average levels (down to 17 CAPE)?",
"positions": [
{
"impactPct": -93.43,
"ticker": "GME",
"quantity": 12
}
],
"id": "953428",
"totalImpact": -0.9343029837520017
},
{
"name": "Fed Stress Test: 2022 Severely Adverse",
"description": "What if the economy falls into a recession with a severity like that modeled by the Federal Reserve's severely adverse scenario?",
"positions": [
{
"impactPct": -92.03,
"ticker": "GME",
"quantity": 12
}
],
"id": "954062",
"totalImpact": -0.9202827135049949
},
Process Tips or Controls:
If there are no assets or the entity doesn’t exist, you will receive a clear message in response. “Client not found or has no assets”