Envestnet · Schema

ClientTrustedAdvisor

FinancialWealth ManagementOpen BankingAccount Aggregation

Properties

Name	Type	Description
role	string	Role of the Client Trusted Advisor: Example : Lawyer , Accountant , etc...
name	string	Name of the client trusted advisor
email	string	Email Id of the Client Trusted Advisor: PRIMARY , SECONDARY , PERSONAL , WORK and OTHERS

View JSON Schema on GitHub

JSON Schema

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "#/components/schemas/ClientTrustedAdvisor",
  "title": "ClientTrustedAdvisor",
  "required": [
    "email",
    "name",
    "role"
  ],
  "type": "object",
  "properties": {
    "role": {
      "type": "string",
      "description": "<b>Role of the Client Trusted Advisor</b>: Example : Lawyer , Accountant , etc..."
    },
    "name": {
      "type": "string",
      "description": "Name of the client trusted advisor"
    },
    "email": {
      "type": "string",
      "description": "<b>Email Id of the Client Trusted Advisor</b>: PRIMARY , SECONDARY , PERSONAL , WORK and OTHERS"
    }
  }
}