generated: '2026-07-21'
method: derived
source: https://docs.wealthkernel.com/ (developer guide domains)
description: >-
  Entity map derived from WealthKernel's documented API domains (guide sections). No OpenAPI was
  retrievable from the Stoplight-hosted reference at enrichment time, so relationships are inferred
  from the domain structure of the guides rather than from spec $ref links; treat cardinalities as
  documented-domain inferences, not spec-verified.
entities:
- name: Party
  aka: client / due-diligence subject
  domain: due-diligence
  notes: The onboarded individual/entity; carries KYC/AML due-diligence.
- name: Account
  domain: accounts
  types: [GIA, ISA, JISA, SIPP]
  notes: UK tax-wrapper account opened for a Party; moves through states (e.g. Active).
- name: Portfolio
  domain: portfolios
- name: Order
  domain: trading
  notes: Buy/sell instruction, supports fractional and multi-currency.
- name: Position
  domain: valuations/portfolios
- name: BankAccount
  domain: bank-accounts
- name: Deposit
  domain: deposits
- name: Withdrawal
  domain: withdrawals
- name: DirectDebit
  domain: direct-debits
- name: Transfer
  domain: inbound-transfers / outbound-transfers
  notes: In-specie and cash transfers, including ISA/JISA transfers.
- name: Transaction
  domain: transactions
- name: Balance
  domain: balances
- name: Valuation
  domain: valuations
- name: CashSavings
  domain: cash-savings
- name: IsaDeclaration
  domain: isa-declarations
- name: IsaSubscription
  domain: isa-subscriptions
- name: SippContribution
  domain: sipp-contributions
- name: PensionIncome
  domain: pension-income
- name: Performance
  domain: performance
relationships:
- from: Account
  to: Party
  kind: belongs_to
  via: party
- from: Portfolio
  to: Account
  kind: belongs_to
  via: account
- from: Order
  to: Portfolio
  kind: belongs_to
  via: portfolio
- from: Position
  to: Portfolio
  kind: belongs_to
  via: portfolio
- from: BankAccount
  to: Party
  kind: belongs_to
  via: party
- from: Deposit
  to: Account
  kind: belongs_to
  via: account
- from: Withdrawal
  to: Account
  kind: belongs_to
  via: account
- from: Transfer
  to: Account
  kind: belongs_to
  via: account
- from: Valuation
  to: Portfolio
  kind: belongs_to
  via: portfolio
- from: IsaSubscription
  to: Account
  kind: belongs_to
  via: account