openapi: 3.0.1 info: version: 1.0.0 title: Authorization Tokens Accounts Office Client API description: 'Use the `oauth` endpoint to generate the secure, time-limited JSON Web Tokens (JWTs) used to authorize access to APIs and components.

To request a token, click Authorize and enter the following credentials: * Username - Your Client ID. * Password - Your Client Secret.' servers: - url: https://www.us-api.morningstar.com/token description: PROD US - url: https://www.emea-api.morningstar.com/token description: PROD EMEA - url: https://www.apac-api.morningstar.com/token description: PROD APAC security: - BasicAuth: [] tags: - name: Office Client paths: /households/{householdId}/client: get: tags: - Office Client summary: Get client profile description: Get a specific client profile. operationId: getClient parameters: - in: header name: x-api-key description: Unique API key of a client required: true schema: type: string - name: householdId in: path description: Unique identifier of a household required: true schema: type: string format: uuid responses: '200': description: Successful operation content: application/json: schema: $ref: '#/components/schemas/ClientProfile' '400': description: Invalid status value security: - bearerAuth: [] post: tags: - Office Client summary: Update client profile description: 'Updates a client profile

`clientName`, `firstName`, and `lastName` do not support these characters: ~!#^`[]{}|\;"<>?/' operationId: updateClient requestBody: description: The client to update. required: true content: application/json: schema: oneOf: - $ref: '#/components/schemas/UpdateClientProfile' parameters: - in: header name: x-api-key description: Unique API key of a client required: true schema: type: string - name: householdId in: path description: Unique identifier of a household required: true schema: type: string format: uuid responses: '200': description: Successful operation content: application/json: schema: $ref: '#/components/schemas/ClientProfile' '400': description: Invalid status value content: application/json: schema: $ref: '#/components/schemas/ClientPost400' security: - bearerAuth: [] components: schemas: ClientPost400: type: object properties: message: type: string format: string example: Missing firstName property. id: type: string format: uuid UpdateClientProfile: type: object required: - clientName - firstName - lastName properties: clientName: type: string format: string maxLength: 60 example: Sample firstName: type: string format: string maxLength: 50 example: Sample lastName: type: string format: string maxLength: 50 example: Client socialSecurityNumber: type: string format: string example: 111-11-1234 description: If not included, will default to empty. dateOfBirth: type: string format: date example: '1989-12-31' description: YYYY-MM-DD, if not included, will default to empty. desiredRetirementAge: type: string format: string example: 75 description: If not included, will default to empty. address1: type: string format: string maxLength: 50 example: 22 W. Washington St. description: If not included, will default to empty. address2: type: string format: string maxLength: 50 example: FL 7 description: If not included, will default to empty. address3: type: string format: string maxLength: 50 example: Rm. 700 description: If not included, will default to empty. city: type: string format: string maxLength: 30 example: Chicago description: If not included, will default to empty. state: type: string format: string maxLength: 20 example: IL description: If not included, will default to empty. zipCode: type: string format: string maxLength: 10 example: 60602 description: If not included, will default to empty. email: type: string format: string maxLength: 60 description: If not included, will default to empty. homePhone: type: string format: string maxLength: 20 example: 555-555555 description: If not included, will default to empty. workPhone: type: string format: string maxLength: 20 example: 555-555555 description: If not included, will default to empty. reviewDate: type: string format: date example: '2021-12-31' description: YYYY-MM-DD, if not included, will default to empty. ClientProfile: type: object required: - householdId - clientName properties: clientName: type: string format: string maxLength: 60 example: Sample householdId: type: string format: uuid firstName: type: string format: string maxLength: 50 example: Sample lastName: type: string format: string maxLength: 50 example: Client socialSecurityNumber: type: string format: string example: '********1234' dateOfBirth: type: string format: date example: '1989-12-31' desiredRetirementAge: type: string format: string example: 75 address1: type: string format: string maxLength: 50 example: 22 W. Washington St. address2: type: string format: string maxLength: 50 example: FL 7 address3: type: string format: string maxLength: 50 example: Rm. 700 city: type: string format: string maxLength: 30 example: Chicago state: type: string format: string maxLength: 20 example: IL zipCode: type: string format: string maxLength: 10 example: 60602 email: type: string format: string maxLength: 60 homePhone: type: string format: string maxLength: 20 example: 555-555555 workPhone: type: string format: string maxLength: 20 example: 555-555555 reviewDate: type: string format: date example: '2021-12-31' description: YYYY-MM-DD, if not included, will default to empty. status: type: string format: string example: null securitySchemes: BasicAuth: type: http scheme: basic