Aic

Get AIC

get

Authorizations

api_key

X-API-KEYstringRequired

Path parameters

individualIdstringRequired

Query parameters

includestringOptionalExample: individual

Responses

200

200

application/json

idstringRequiredExample: entityprefix_01j1xgme5qeqq97gpdztd7e4a6

__entitystringOptionalExample: Entity

createdAtone ofRequiredExample: 2026-03-27T15:47:09.539Z

string · date-timeOptional

or

string · date-timeOptional

updatedAtone ofRequiredExample: 2026-03-27T15:47:09.539Z

string · date-timeOptional

or

string · date-timeOptional

deletedAtone of · nullableRequiredExample: 2026-03-27T15:47:09.540Z

string · date-timeOptional

or

string · date-timeOptional

individualIdanyRequired

individualany · nullableOptional

complianceReviewstring · enumRequiredPossible values:

reviewedByIdany · nullableRequired

reviewedByany · nullableOptional

reviewedAtstring · date-time · nullableRequired

systemReviewstring · enumRequiredPossible values:

firstNamestringRequired

lastNamestringRequired

methodstring · enumRequiredPossible values:

400

400

application/json

401

401

application/json

403

403

application/json

500

500

application/json

get

/clients/api/v1/individual/{individualId}/aic

HTTPcURLJavaScriptPython

GET /clients/api/v1/individual/{individualId}/aic HTTP/1.1
Host: platform.dalmoregroup.com
X-API-KEY: YOUR_API_KEY
Accept: */*

{
  "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
  "__entity": "Entity",
  "createdAt": "2026-03-27T15:47:09.539Z",
  "updatedAt": "2026-03-27T15:47:09.539Z",
  "deletedAt": "2026-03-27T15:47:09.540Z",
  "individualId": null,
  "individual": null,
  "complianceReview": "PENDING",
  "reviewedById": null,
  "reviewedBy": null,
  "reviewedAt": "2026-04-03T19:18:11.552Z",
  "systemReview": "PENDING",
  "systemLog": [
    {
      "check": "text",
      "entered": 1,
      "extracted": 1,
      "result": "PASS",
      "reason": "text"
    }
  ],
  "firstName": "text",
  "lastName": "text",
  "method": "PENDING",
  "incomeData": [
    {
      "year": 1,
      "filingStatus": "SINGLE",
      "income": 1,
      "fileId": null
    }
  ],
  "netWorthData": [
    {
      "institution": "text",
      "accountType": "CHECKING",
      "balance": 1,
      "fileId": null
    }
  ],
  "professionalData": [
    {
      "professionalType": "SECURITIES_LICENSES",
      "licenseNumber": "text",
      "fileId": null
    }
  ],
  "employeeData": [
    {
      "position": "text",
      "fileId": null
    }
  ]
}

Attach AIC File

put

Authorizations

api_key

X-API-KEYstringRequired

Path parameters

individualIdstringRequired

Body

application/json

or

or

or

Responses

200

200

application/json

idstringRequiredExample: entityprefix_01j1xgme5qeqq97gpdztd7e4a6

__entitystringOptionalExample: Entity

createdAtone ofRequiredExample: 2026-03-27T15:47:09.539Z

string · date-timeOptional

or

string · date-timeOptional

updatedAtone ofRequiredExample: 2026-03-27T15:47:09.539Z

string · date-timeOptional

or

string · date-timeOptional

deletedAtone of · nullableRequiredExample: 2026-03-27T15:47:09.540Z

string · date-timeOptional

or

string · date-timeOptional

individualIdanyRequired

individualany · nullableOptional

complianceReviewstring · enumRequiredPossible values:

reviewedByIdany · nullableRequired

reviewedByany · nullableOptional

reviewedAtstring · date-time · nullableRequired

systemReviewstring · enumRequiredPossible values:

firstNamestringRequired

lastNamestringRequired

methodstring · enumRequiredPossible values:

400

400

application/json

401

401

application/json

403

403

application/json

500

500

application/json

put

/clients/api/v1/individual/{individualId}/aic/file

HTTPcURLJavaScriptPython

PUT /clients/api/v1/individual/{individualId}/aic/file HTTP/1.1
Host: platform.dalmoregroup.com
X-API-KEY: YOUR_API_KEY
Content-Type: application/json
Accept: */*
Content-Length: 90

{
  "type": "INCOME",
  "metadata": [
    {
      "year": 1,
      "filingStatus": "SINGLE",
      "income": 1,
      "fileId": null
    }
  ]
}

{
  "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
  "__entity": "Entity",
  "createdAt": "2026-03-27T15:47:09.539Z",
  "updatedAt": "2026-03-27T15:47:09.539Z",
  "deletedAt": "2026-03-27T15:47:09.540Z",
  "individualId": null,
  "individual": null,
  "complianceReview": "PENDING",
  "reviewedById": null,
  "reviewedBy": null,
  "reviewedAt": "2026-04-03T19:18:11.552Z",
  "systemReview": "PENDING",
  "systemLog": [
    {
      "check": "text",
      "entered": 1,
      "extracted": 1,
      "result": "PASS",
      "reason": "text"
    }
  ],
  "firstName": "text",
  "lastName": "text",
  "method": "PENDING",
  "incomeData": [
    {
      "year": 1,
      "filingStatus": "SINGLE",
      "income": 1,
      "fileId": null
    }
  ],
  "netWorthData": [
    {
      "institution": "text",
      "accountType": "CHECKING",
      "balance": 1,
      "fileId": null
    }
  ],
  "professionalData": [
    {
      "professionalType": "SECURITIES_LICENSES",
      "licenseNumber": "text",
      "fileId": null
    }
  ],
  "employeeData": [
    {
      "position": "text",
      "fileId": null
    }
  ]
}