Purpose: This endpoint will allow you to get any Survey results for the client listed. Simple Use Case: Returning Survey results for clients. Scope and Outputs: This endpoint will allow…
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Purpose: To Create a client in Orion Risk based on an existing household in Orion Connect. Simple Use Case: Create Orion Risk Client matching Orion Connect client. Scope and Outputs:…
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…
Purpose: To provide proposed updates to positions to gauge the potential changes against the clients existing Risk Profile. Simple Use Case: If you would like to review the Risk Profile…