# Aggregator Investment

## Introduction

See Aggregator Investment API endpoints below.

## Create a new Customer (Corporate)

<mark style="color:green;">`POST`</mark> `{{BaseUrl}}api/v1/account/aggregator_signup_customer`

Endpoint to onboard a new corporate customer.

#### Request Body

| Name                                               | Type   | Description                                                                                                                                                                         |
| -------------------------------------------------- | ------ | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| first\_name<mark style="color:red;">\*</mark>      | string | customer first name                                                                                                                                                                 |
| last\_name<mark style="color:red;">\*</mark>       | string | customer last name                                                                                                                                                                  |
| phone\_number<mark style="color:red;">\*</mark>    | string | customer phone number                                                                                                                                                               |
| email<mark style="color:red;">\*</mark>            | string | email address                                                                                                                                                                       |
| biz\_name<mark style="color:red;">\*</mark>        | string | Business name                                                                                                                                                                       |
| gender                                             | string | gender                                                                                                                                                                              |
| funder\_type\_id<mark style="color:red;">\*</mark> | number | Funder type id for corporate (2)                                                                                                                                                    |
| country\_code<mark style="color:red;">\*</mark>    | string | Country code                                                                                                                                                                        |
| bank\_id                                           | string | Bank Id                                                                                                                                                                             |
| bank\_account\_number                              | string | Bank Account Number                                                                                                                                                                 |
| bank\_account\_name                                | string | Bank Account Name                                                                                                                                                                   |
| bank\_name                                         | string | Bank Name                                                                                                                                                                           |
| routing\_number                                    | string | Routing Number                                                                                                                                                                      |
| swift\_code                                        | string | Swift Code                                                                                                                                                                          |
| biz\_email                                         | string | Business Email                                                                                                                                                                      |
| Address                                            | string | Address                                                                                                                                                                             |
| business\_unique\_identifier                       | string | A unique identification number for the business                                                                                                                                     |
| postal\_code                                       | string | Area Postal Code                                                                                                                                                                    |
| City<mark style="color:red;">\*</mark>             | string | City                                                                                                                                                                                |
| next\_of\_kin\_first\_name                         | string | First name of Next of Kin                                                                                                                                                           |
| next\_of\_kin\_last\_name                          | string | Last name of Next of Kin                                                                                                                                                            |
| next\_of\_kin\_email                               | string | Email of Next of Kin                                                                                                                                                                |
| next\_of\_kin\_phone\_number                       | string | Phone number of Next of Kin                                                                                                                                                         |
| next\_of\_kin\_gender                              | string | Gender of Next of Kin                                                                                                                                                               |
| relationship\_with\_next\_kin                      | string | Customer relationship with Next of Kin                                                                                                                                              |
| next\_of\_kin\_dial\_code                          | string | Next of Kin dial code                                                                                                                                                               |
| next\_of\_kin\_street                              | string | Next of Kin street                                                                                                                                                                  |
| next\_of\_kin\_city                                | string | Next of Kin City                                                                                                                                                                    |
| next\_of\_kin\_state                               | string | Next of kin state                                                                                                                                                                   |
| next\_of\_kin\_country                             | string | Next of kin Country                                                                                                                                                                 |
| effective\_date                                    | string | Effective date of customer account                                                                                                                                                  |
| funder\_documents                                  | Array  | <p>Array of documents to be uploaded during signup eg \[{<br>   "document\_type\_code": "",<br>   "base64\_file\_string": "",</p><p>   "filename\_with\_extension": "png"<br>}]</p> |

{% tabs %}
{% tab title="201: Created " %}

```javascript
{
    //response
}
```

{% endtab %}
{% endtabs %}

## Create a new Customer (Individual)

<mark style="color:green;">`POST`</mark> `{{BaseUrl}}api/v1/account/aggregator_signup_customer`

Endpoint to onboard a new individual customer.

#### Query Parameters

| Name                                               | Type   | Description                                                                                                                                                                               |
| -------------------------------------------------- | ------ | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| country\_code                                      | string | Customer's country code eg: NG, KE                                                                                                                                                        |
| first\_name<mark style="color:red;">\*</mark>      | string | Customer first name                                                                                                                                                                       |
| last\_name<mark style="color:red;">\*</mark>       | string | Customer last name                                                                                                                                                                        |
| phone\_number<mark style="color:red;">\*</mark>    | string | Customer phone number                                                                                                                                                                     |
| email<mark style="color:red;">\*</mark>            | string | Customer email                                                                                                                                                                            |
| gender<mark style="color:red;">\*</mark>           | string | Customer gender                                                                                                                                                                           |
| funder\_type\_id<mark style="color:red;">\*</mark> | number | Funder type id for individual customer (1)                                                                                                                                                |
| bank\_id                                           | number | Bank Id                                                                                                                                                                                   |
| bank\_account\_number                              | string | Customer's  Bank Account Number                                                                                                                                                           |
| bank\_account\_name                                | string | Customer's  Bank Account Name                                                                                                                                                             |
| bank\_name                                         | string | Bank Name                                                                                                                                                                                 |
| routing\_number                                    | string | Routing number for foreign banks                                                                                                                                                          |
| swift\_code                                        | string | Swift Code                                                                                                                                                                                |
| address                                            | string | Address of Customer                                                                                                                                                                       |
| customer\_unique\_identifier                       | string | Customer's unique identifier                                                                                                                                                              |
| postal\_code                                       | string | Postal Code                                                                                                                                                                               |
| city                                               | string | City of residence                                                                                                                                                                         |
| next\_of\_kin\_first\_name                         | string | First name of customer's next of kin                                                                                                                                                      |
| next\_of\_kin\_last\_name                          | string | Last name of customer's next of kin                                                                                                                                                       |
| next\_of\_kin\_email                               | string | Email of customer's next of kin                                                                                                                                                           |
| next\_of\_kin\_phone\_number                       | string | Phone number of customer's next of kin                                                                                                                                                    |
| next\_of\_kin\_gender                              | string | Gender of customer's next of kin                                                                                                                                                          |
| relationhip\_with\_next\_kin                       | string | Customer's relationship with next of kin                                                                                                                                                  |
| next\_of\_kin\_dial\_code                          | string | Dial  code of customer's next of kin                                                                                                                                                      |
| next\_of\_kin\_street                              | string | Street of customer's next of kin                                                                                                                                                          |
| next\_of\_kin\_city                                | string | City of customer's next of kin                                                                                                                                                            |
| next\_of\_kin\_state                               | string | State of customer's next of kin                                                                                                                                                           |
| next\_of\_kin\_country                             | string | Country of customer's next of kin                                                                                                                                                         |
| effective\_date                                    | string | Effective date of customer's account                                                                                                                                                      |
| funder\_documents                                  | Array  | <p>Array of documents to be uploaded during signup eg \[{<br>   "document\_type\_code": "",<br>   "base64\_file\_string": "",</p><p>   "filename\_with\_extension": "alexa.png"<br>}]</p> |

{% tabs %}
{% tab title="201: Created " %}

```
{
    "data": {
            "id": number,
            "name": " string",
            "slug": "string",
            "code": "string",
            "longcode": "string",
            "vigipay_bank_id": "string",
            "country_code": "string"
        },
    "message": "Success",
    "status": true,
    "status_code": 201
}
```

{% endtab %}
{% endtabs %}

## Get Customers

<mark style="color:blue;">`GET`</mark> `{{BaseUrl}}/api/v1/account/query_funder`

Endpoint to get all customers.

#### Query Parameters

| Name         | Type   | Description        |
| ------------ | ------ | ------------------ |
| FunderType   | number | Funder Type id     |
| from\_date   | Date   | Start date         |
| to\_date     | Date   | End Date           |
| FunderName   | string | Funder name        |
| FunderId     | number | Funder Id          |
| AggregatorId | number | Aggregator Id      |
| Page         | number | Page to fetch      |
| PageSize     | number | Page size to fetch |

{% tabs %}
{% tab title="200 " %}

```
{
  "data": [
    //customer
  ],
  "message": "Success",
  "status": true,
  "status_code": 200
}
```

{% endtab %}
{% endtabs %}

## Get Customer Wallet Balance

<mark style="color:blue;">`GET`</mark> `{{BaseUrl}}/api/v1/account/get_funder_wallet_balance`

Get customer wallet balance

#### Query Parameters

| Name            | Type   | Description                    |
| --------------- | ------ | ------------------------------ |
| savingsWalletId | number | Wallet Id of a savings account |
| funderId        | number | Funder Id                      |

{% tabs %}
{% tab title="200 " %}

```
{
    "data": [
      {
        //wallet 
      },
      "message": "Success",
      "status": true,
      "status_code": 200
  ]
}
```

{% endtab %}
{% endtabs %}

## Get Customer Wallet Transactions

<mark style="color:blue;">`GET`</mark> `{{BaseUrl}}/api/v1/account/get_funder_wallet_transactions`

#### Query Parameters

| Name            | Type   | Description                                |
| --------------- | ------ | ------------------------------------------ |
| savingsWalletId | number | Wallet Id of the customer's saving account |
| funderId        | number | Customer's Id                              |
| page            | number | Page to return                             |
| pageSize        | number | Page size to return                        |

{% tabs %}
{% tab title="200 " %}

```
{
    "data": [
      {
        //wallet Transaction
      },
      "message": "Success",
      "status": true,
      "status_code": 200
  ]
}
```

{% endtab %}
{% endtabs %}

## Retrieve investment products per aggregator

<mark style="color:blue;">`GET`</mark> `{{BaseUrl}}/api/v1/eco/aggregator/investment_products`

Endpoint to fetch investment products by aggregator

#### Query Parameters

| Name         | Type   | Description   |
| ------------ | ------ | ------------- |
| aggregatorId | number | aggregator id |

{% tabs %}
{% tab title="200 " %}

```
{
  "data": {
    //investment product
    },
  "message": "Success",
  "status": true,
  "status_code": 200
}
```

{% endtab %}
{% endtabs %}

## Get investor's document types

<mark style="color:blue;">`GET`</mark> `{{BaseUrl}}/api/v1/document/investor_document_types`

Endpoint to get investor's document types

{% tabs %}
{% tab title="200: OK " %}

```javascript
{
  "data": [
   {
    //investment document types
    }
  ],
  "message": "Success",
  "status": true,
  "status_code": 200
}
```

{% endtab %}
{% endtabs %}

## Get genders by country

<mark style="color:blue;">`GET`</mark> `{{BaseUrl}}/api/v1/account/get_genders`

This endpoints get genders supported in a country

#### Query Parameters

| Name        | Type   | Description                |
| ----------- | ------ | -------------------------- |
| countryCode | string | Country Code eg NG, KE etc |

{% tabs %}
{% tab title="200: OK " %}

```javascript
{
  "data": [
   {
    //genders
    }
  ],
  "message": "Success",
  "status": true,
  "status_code": 200
}
```

{% endtab %}
{% endtabs %}

## Create a customer's investment

<mark style="color:green;">`POST`</mark> `{{baseUrl}}/api/v1/account/aggregator/create_customer_investment`

#### Request Body

| Name                                                      | Type   | Description                                   |
| --------------------------------------------------------- | ------ | --------------------------------------------- |
| principal\_amount<mark style="color:red;">\*</mark>       | number | Principal amount                              |
| tenure                                                    | number | Investment tenure eg  30, 90 etc              |
| currency<mark style="color:red;">\*</mark>                | string | Currency of the investment eg NGN, USD        |
| base64\_file\_string                                      | string | A base 64 image string                        |
| filename\_with\_extension                                 | string | File name with extension                      |
| interest\_repayment\_type                                 | string | Investment interest repayment type eg Monthly |
| payment\_gateway\_reference                               | string | A reference to a payment gateway              |
| funder\_id<mark style="color:red;">\*</mark>              | number | Funder id                                     |
| investment\_product\_id<mark style="color:red;">\*</mark> | number | Id of the investment product                  |

{% tabs %}
{% tab title="201: Created " %}

```javascript
{
    "data": [
        {
            //data
        },
    "message": "Success",
    "status": true,
    "status_code": 201
}
```

{% endtab %}
{% endtabs %}

## Get aggregator's investments

<mark style="color:blue;">`GET`</mark> `{{baseUrl}}/api/v1/account/get_aggregator_investments`

#### Query Parameters

| Name                                           | Type   | Description     |
| ---------------------------------------------- | ------ | --------------- |
| aggregatorId<mark style="color:red;">\*</mark> | number | Aggregator's Id |

{% tabs %}
{% tab title="200: OK " %}

```javascript
{
  "data": [
   {
    //investments
    }
  ],
  "message": "Success",
  "status": true,
  "status_code": 200
}
```

{% endtab %}
{% endtabs %}

## Get a Customer's investments

<mark style="color:blue;">`GET`</mark> `{{baseUrl}}/api/v1/account/get_funder_investments`

#### Query Parameters

| Name                                                  | Type   | Description           |
| ----------------------------------------------------- | ------ | --------------------- |
| funderId<mark style="color:red;">\*</mark>            | number | Funder Id             |
| walletAccountId<mark style="color:red;">\*</mark>     | number | Customer's wallet Id  |
| investmentProductId<mark style="color:red;">\*</mark> | number | Investment product id |

{% tabs %}
{% tab title="200: OK " %}

```javascript
{
  "data": {
    //investments
    },
  "message": "Success",
  "status": true,
  "status_code": 200
}
```

{% endtab %}
{% endtabs %}

## Aggregator investment interest calculator.

<mark style="color:blue;">`GET`</mark> `{{baseUrl}}/api/v1/account/aggregator_investment_interest_calculator`

#### Query Parameters

| Name                                                     | Type     | Description               |
| -------------------------------------------------------- | -------- | ------------------------- |
| PrincipalAmount<mark style="color:red;">\*</mark>        | number   | Principal amount          |
| Tenure<mark style="color:red;">\*</mark>                 | number   | Investment tenure         |
| StartDate<mark style="color:red;">\*</mark>              | dateTime | Investment start date     |
| InterestRepaymentType<mark style="color:red;">\*</mark>  | string   | Investment repayment type |
| InvestmentProductId<mark style="color:red;">\*</mark>    | number   | Investment product Id     |
| InvestmentCurrencyType<mark style="color:red;">\*</mark> | string   | Investment currency type  |

{% tabs %}
{% tab title="200: OK " %}

```javascript
{
  "data": {
    //investment interest
    },
  "message": "Success",
  "status": true,
  "status_code": 200
}
```

{% endtab %}
{% endtabs %}

## Get funder's investment

<mark style="color:blue;">`GET`</mark> `{{baseUrl}} ​/api​/v1​/account​/get_funder_investment_by_id`

#### Query Parameters

| Name               | Type   | Description              |
| ------------------ | ------ | ------------------------ |
| funderInvestmentId | number | Customer's investment Id |

{% tabs %}
{% tab title="200: OK " %}

```javascript
{
  "data": {
    //investment
    },
  "message": "Success",
  "status": true,
  "status_code": 200
}
```

{% endtab %}
{% endtabs %}

## Withdraw aggregator funds

<mark style="color:green;">`POST`</mark> `{{baseUrl}}/api/v1/account/aggregator_withdraw_funds`

This endpoint enables an aggregator to withdraw fund.

#### Request Body

| Name                                         | Type   | Description                  |
| -------------------------------------------- | ------ | ---------------------------- |
| wallet\_id<mark style="color:red;">\*</mark> | number | Wallet Id                    |
| funder\_id<mark style="color:red;">\*</mark> | number | Funder Id                    |
| amount<mark style="color:red;">\*</mark>     | number | Amount to withdraw           |
| narration                                    | string | Narration on the withdrawals |

{% tabs %}
{% tab title="201: Created " %}

```javascript
{
    "data": {
            //data
        },
    "message": "Success",
    "status": true,
    "status_code": 201
}
```

{% endtab %}
{% endtabs %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.advancly.com/aggregator-investment-api-integration/aggregator-investment-api-for-metal.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
