Prosperity3AInvestmentStrategyInput
Input to provide a collection of attributes that define how the money is to be invested for the current policy.
input Prosperity3AInvestmentStrategyInput {
fundSelection: [FundSelectionInput!]!
goals: InvestmentGoalsInput!
lowRiskInvestment: Boolean!
rebalancingType: RebalancingType
riskLevel: RiskLevel!
sustainabilityDetails: Prosperity3ASustainabilityDetailsInput!
}
Fields
Prosperity3AInvestmentStrategyInput.fundSelection ● [FundSelectionInput!]! non-null input
The funds that the customer/broker selected to invest in. The sum of all the fund percentages must amount to 100 and there can be no more than 10 funds.
This API validates the sum of all percentages (100), uniqueness of fund ids, and the total number of funds (max 10).
Prosperity3AInvestmentStrategyInput.goals ● InvestmentGoalsInput! non-null input
The reasons why the customer is making this investment choice.
Prosperity3AInvestmentStrategyInput.lowRiskInvestment ● Boolean! non-null scalar
Whether this is a low-risk investment profile. The insurance system uses this to validate the selected funds against the customer's risk appetite.
Prosperity3AInvestmentStrategyInput.rebalancingType ● RebalancingType enum
The customer's preferred way of re-balancing the investment.
The default value is NORMAL, i.e. the insurance company re-balances the portfolio once a year.
Prosperity3AInvestmentStrategyInput.riskLevel ● RiskLevel! non-null enum
Maximum risk level the customer is willing to take with their investment. The risk level must correspond to the selected funds — the insurance system validates this before issuing the policy.
Prosperity3AInvestmentStrategyInput.sustainabilityDetails ● Prosperity3ASustainabilityDetailsInput! non-null input
Information about the customer's knowledge of sustainable investing and the choices they have made.