Saxo Bank Client Renewals API

The Client Renewals resource is only implemented in LIVE environment. Implementation in simulation system only returns sample data and response. Provides functionality to get and update client data information

OpenAPI Specification

saxo-client-renewals-api-openapi.yml Raw ↑
openapi: 3.0.1
info:
  title: Services.AutoTrading Account Values Client Renewals API
  description: 'The AutoTrading service group provides endpoints for interacting with Saxo Bank''s SaxoSelect offering.Through these interfaces a client application can get Saxo Select trade leaders, portfolios and investments. Portfolio investments can be created and modifed.<div class=well style=''border: 1px solid rgb(204, 82, 0); border-image: none; background-color: rgb(255, 209, 179);padding:1px;''><strong> Note:</strong> </br>This service is subject to special licensing agreements and not generally available to all OpenAPI applications.</div>'
  version: 2.4.138+710c760591
  x-framework-version: 38.0.2+439c5b0ec3
  x-machine: SIMOAWEB11-DK2
servers:
- url: https://gateway.saxobank.com/sim/openapi
tags:
- name: Client Renewals
  description: "The Client Renewals resource is only implemented in LIVE environment. Implementation in simulation system only returns sample data and response.\n             \n             Provides functionality to get and update client data information"
paths:
  /cm/v1/clientrenewals/pending:
    get:
      tags:
      - Client Renewals
      summary: Gets renewal status for clients, under logged user or the passed owner
      description: Gets renewal status for clients, under logged user or the passed owner
      operationId: ClientRenewalGetRenewalStatuses
      parameters:
      - name: $skip
        in: query
        description: The number of entries to skip from the beginning of the collection
        style: form
        explode: false
        schema:
          minimum: 0
          type: integer
          format: int32
        example: 1
      - name: $top
        in: query
        description: The number of entries to return from the beginning of the collection
        style: form
        explode: false
        schema:
          minimum: 0
          type: integer
          format: int32
          default: 1000
        example: 1
      - name: MustRenewBy
        in: query
        description: Optional, Date till which the pending renewals should be returned, default value is 30 days from today
        style: form
        explode: false
        schema:
          type: string
          format: date
          x-type-name: Date
        example: '2020-12-31'
      - name: OwnerKey
        in: query
        description: Optional, ClientKey of the owner, whose subclient's renewal status is needed
        style: form
        explode: false
        schema:
          minLength: 1
          type: string
          x-type-name: ClientKey
        example: d2-PzdC5wIPy1284wD-rRA==
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RenewalStatusDataListResult'
              example:
                __count: 2
                Data:
                - ClientId: '2147279170'
                  ClientKey: 7m4I|vtYLUnEGg77o9uQhw==
                  RenewalBy: '2022-11-18'
                  RenewalStatus: Waiting
                - ClientId: '2147279171'
                  ClientKey: 27KN2aJ-338aeKnLTNOyCw==
                  RenewalBy: '2022-11-28'
        '404':
          description: Not Found
          content:
            application/json:
              schema:
                required:
                - ErrorCode
                - Message
                type: object
                properties:
                  ErrorCode:
                    enum:
                    - ClientRenewalStatusNotFound
                    type: string
                    example: None
                    x-enum-descriptions:
                      ClientRenewalStatusNotFound: Renewal statuses not found.
                  Message:
                    type: string
                  ModelState:
                    $ref: '#/components/schemas/ModelStateDictionary'
        '500':
          description: Internal Server Error
        '400':
          $ref: '#/components/responses/BadRequest'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '503':
          $ref: '#/components/responses/ServiceUnavailable'
        '429':
          $ref: '#/components/responses/TooManyRequests'
      security:
      - OpenApiOAuthSecurityScheme: []
      - OpenApiJWTSecurityScheme: []
      x-required-permissions:
        confidential: Read
  /cm/v1/clientrenewals/{RenewalEntityId}:
    patch:
      tags:
      - Client Renewals
      summary: Update Renewal Data/Documents for the given renewal entity
      description: Update Renewal Data/Documents for the given renewal entity
      operationId: ClientRenewalUpdateClientRenewalData
      parameters:
      - name: RenewalEntityId
        in: path
        description: Renewal entity identifier
        required: true
        style: simple
        schema:
          type: string
        example: '7526324'
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/RenewalRequest'
            example:
              Documents:
              - Data: iVBORw0KGgoAAAANSUhEUgAAAAUAAAAFCAYAAACNbyblAAAAHElEQVQI12P4
                MimeType: application/pdf
                Name: ProofOfIdentity.pdf
                Type: ProofOfIdentity
              - Data: iVBORw0KGgoAAAANSUhEUgAAAAUAAAAFCAYAAACNbyblAAAAHElEQVQI12P4
                MimeType: application/msword
                Name: ProofOfResidency.doc
                Type: ProofOfResidency
              RenewalData:
                AustraliaData:
                  AnnualIncome: '3'
                  NetWorth: '5'
                FinlandData:
                  EuroClearSectorCode: '144200'
                GlobalFinancialInformation:
                  AnnualIncomeAfterTax:
                    Amount: 100020
                    AmountDescription: Exact
                    CurrencyCode: DKK
                  IntendToInvest:
                    Amount: 1000000
                    AmountDescription: AboveThisAmount
                    CurrencyCode: DKK
                  InvestableAsset:
                    Amount: 1000000
                    AmountDescription: Rounded
                    CurrencyCode: DKK
                HongkongData:
                  NetWorthInUsd: '2'
                  TotalEstimatedAnnualIncomeInUsd: '4'
                JapanData:
                  AnnualIncomeJpy: '3'
                  NetWorthJpy: '5'
                  TickerCodes:
                  - '6234'
                  - 0392
                  - '1025'
                PersonalInformation:
                  AdditionalNationalities:
                  - CountryCode: UK
                    NationalId: '38992710'
                    NationalIdType: 4
                  AdditionalTaxableCountries:
                  - CountryCode: SG
                    TaxId: '1231314'
                    TinNotAvailable: false
                  AliasFirstName: Alice
                  AliasLastName: Joe
                  CityOfBirth: Test Birth City
                  ContactInformation:
                    EmailAddress: email1_9534299@email.com
                    MobileNumber:
                      CountryCode: DK
                      Number: '5236254126'
                    PrimaryPhoneNumber:
                      CountryCode: DK
                      Number: '355354654'
                    SecondaryPhoneNumber:
                      CountryCode: DK
                      Number: '989899797'
                  CountryOfBirth: DK
                  DateOfBirth: '1992-10-29'
                  EmploymentInformation:
                    EmployerName: Test Employer
                    NatureOfBusiness: '10'
                    OccupationTypes:
                    - '1'
                    - '2'
                    - '3'
                    Position: Test Position
                  FirstName: First9534299
                  LastName: Last9534299
                  MinorInformation:
                    MinorLegalGuardianship: Sharedwithanotherlegalguardian
                    OtherReason: None
                    SharedResponsibilityWithLegalGuardian: 2451ac4b-e2d3-47d9-9d88-db00a056d365
                    SharedResponsibilityWithLegalGuardianLoginUserId: '6372920'
                    SharedResponsibilityWithLegalGuardianName: Guardian
                  NationalityCode: DK
                  OriginalScriptFirstName: 比
                  OriginalScriptLastName: 伊
                  OtherAddress:
                    BuildingName: Test Building
                    BuildingNumber: '420'
                    City: Test Address City
                    CoName: CO Test
                    CountryOfResidenceCode: IN
                    Floor: '5'
                    LocalArea: Local Test Area
                    PostalCode: '123466'
                    PostBoxOffice: '212313'
                    SideDoor: Test SideDoor
                    State: Test State
                    StreetName: Test Street
                    Unit: Unit 10
                  PersonalId: '4499647'
                  PersonalIdExpirationDate: '2025-07-25'
                  PersonalIdPlaceOfRelease: Milan
                  PersonalIdReleaseDate: '2016-12-08'
                  PersonalIdReleasedBy: John doe
                  PersonalIdType: '1'
                  PoliticallyExposedInformation:
                    PepRelatedPersonName: Fred XXX
                    PepRelatedPersonPosition: Director
                    PepType: '2'
                    RelationToPep: '5'
                  PoliticallyExposedPerson: true
                  ResidentialAddress:
                    BuildingName: Test Building
                    BuildingNumber: '420'
                    City: Test Address City
                    CoName: CO Test
                    CountryOfResidenceCode: IN
                    Floor: '5'
                    LocalArea: Local Test Area
                    PostalCode: '123466'
                    PostBoxOffice: '212313'
                    SideDoor: Test SideDoor
                    State: Test State
                    StreetName: Test Street
                    Unit: Unit 10
                  TaxId: '5454898'
                  TinMissingReason: '100000003'
                  TinNotAvailable: true
                ProfileInformation:
                  AnnualIncomeInformation:
                    AnnualSalaryAfterTax: '11'
                    SecondaryIncomeOther: '1'
                    SecondarySourcesOfIncome:
                    - '3'
                    SecondarySourcesOfIncomeTotal: '9'
                  InvestableAssets:
                    IntendToInvest: '13'
                    PrimarySourcesOfWealth:
                    - '2'
                    - '3'
                    SourceOfWealthOther: Other Wealth
                    ValueOfCashAndSecurities: '11'
                  TradingProfile:
                    SoleBoOfAssets: false
                RegulatoryInformation:
                  FatcaDeclaration:
                    UnitedStatesCitizen: true
                    UnitedStatesTaxId: '456123'
                    UnitedStatesTaxLiable: true
                SingaporeData:
                  AnnualIncomeSgd: '3'
                  NetWorthSgd: '5'
                SwitzerlandData:
                  AnnualIncomeChf: '3'
                  NetWorthChf: '5'
                UkData:
                  EstimatedSavingAndInvestmentGbp: '14500'
                  MonthlyIncomeAfterTaxGbp: '42000'
      responses:
        '204':
          description: Indicates that the request was performed correctly.
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                required:
                - ErrorCode
                - Message
                type: object
                properties:
                  ErrorCode:
                    enum:
                    - ClientRenewalInvalidDataFormat
                    - ClientRenewalInvalidInstanceId
                    - ClientRenewalInvalidRenewalEntityId
                    - ClientRenewalInvalidUpdate
                    - InvalidModelState
                    type: string
                    example: None
                    x-enum-descriptions:
                      ClientRenewalInvalidDataFormat: Invalid base64 data for document.
                      ClientRenewalInvalidUpdate: Invalid renewal update request.
                      ClientRenewalInvalidInstanceId: InstanceId is not a valid Guid.
                      ClientRenewalInvalidRenewalEntityId: Renewal entity id must be a valid integer
                      InvalidModelState: One or more properties of the request are invalid!
                  Message:
                    type: string
                  ModelState:
                    $ref: '#/components/schemas/ModelStateDictionary'
        '500':
          description: Internal Server Error
        '401':
          $ref: '#/components/responses/Unauthorized'
        '503':
          $ref: '#/components/responses/ServiceUnavailable'
        '429':
          $ref: '#/components/responses/TooManyRequests'
      security:
      - OpenApiOAuthSecurityScheme: []
      - OpenApiJWTSecurityScheme: []
      x-required-permissions:
        confidential: Write
  /cm/v1/clientrenewals:
    get:
      tags:
      - Client Renewals
      summary: Get Renewal Data for the passed Client/User or logged in user. Priority is given to userKey over clientKey.
      description: Get Renewal Data for the passed Client/User or logged in user
      operationId: ClientRenewalGetClientRenewalData
      parameters:
      - name: ClientKey
        in: query
        description: ClientKey of the primary user for which renewal is requested
        style: form
        explode: false
        schema:
          minLength: 1
          type: string
          x-type-name: ClientKey
        example: d2-PzdC5wIPy1284wD-rRA==
      - name: UserKey
        in: query
        description: UserKey of the user for which renewal is requested
        style: form
        explode: false
        schema:
          minLength: 1
          type: string
          x-type-name: UserKey
        example: d2-PzdC5wIPy1284wD-rRA==
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ClientRenewal'
              example:
                RenewalBy: '2022-11-18'
                RenewalData:
                  AustraliaData:
                    AnnualIncome: '3'
                    NetWorth: '5'
                  FinlandData:
                    EuroClearSectorCode: '144200'
                  GlobalFinancialInformation:
                    AnnualIncomeAfterTax:
                      Amount: 100020
                      AmountDescription: Exact
                      CurrencyCode: DKK
                    IntendToInvest:
                      Amount: 1000000
                      AmountDescription: AboveThisAmount
                      CurrencyCode: DKK
                    InvestableAsset:
                      Amount: 1000000
                      AmountDescription: Rounded
                      CurrencyCode: DKK
                  HongkongData:
                    NetWorthInUsd: '2'
                    TotalEstimatedAnnualIncomeInUsd: '4'
                  JapanData:
                    AnnualIncomeJpy: '3'
                    NetWorthJpy: '5'
                    TickerCodes:
                    - '6234'
                    - 0392
                    - '1025'
                  PersonalInformation:
                    AdditionalNationalities:
                    - CountryCode: UK
                      NationalId: '38992710'
                      NationalIdType: 4
                    AdditionalTaxableCountries:
                    - CountryCode: SG
                      TaxId: '1231314'
                      TinNotAvailable: false
                    AliasFirstName: Alice
                    AliasLastName: Joe
                    CityOfBirth: Test Birth City
                    ContactInformation:
                      EmailAddress: email1_9534299@email.com
                      MobileNumber:
                        CountryCode: DK
                        Number: '5236254126'
                      PrimaryPhoneNumber:
                        CountryCode: DK
                        Number: '355354654'
                      SecondaryPhoneNumber:
                        CountryCode: DK
                        Number: '989899797'
                    CountryOfBirth: DK
                    DateOfBirth: '1992-10-29'
                    EmploymentInformation:
                      EmployerName: Test Employer
                      NatureOfBusiness: '10'
                      OccupationTypes:
                      - '1'
                      - '2'
                      - '3'
                      Position: Test Position
                    FirstName: First9534299
                    LastName: Last9534299
                    MinorInformation:
                      MinorLegalGuardianship: Sharedwithanotherlegalguardian
                      OtherReason: None
                      SharedResponsibilityWithLegalGuardian: 2451ac4b-e2d3-47d9-9d88-db00a056d365
                      SharedResponsibilityWithLegalGuardianLoginUserId: '6372920'
                      SharedResponsibilityWithLegalGuardianName: Guardian
                    NationalityCode: DK
                    OriginalScriptFirstName: 比
                    OriginalScriptLastName: 伊
                    OtherAddress:
                      BuildingName: Test Building
                      BuildingNumber: '420'
                      City: Test Address City
                      CoName: CO Test
                      CountryOfResidenceCode: IN
                      Floor: '5'
                      LocalArea: Local Test Area
                      PostalCode: '123466'
                      PostBoxOffice: '212313'
                      SideDoor: Test SideDoor
                      State: Test State
                      StreetName: Test Street
                      Unit: Unit 10
                    PersonalId: '4499647'
                    PersonalIdExpirationDate: '2025-07-25'
                    PersonalIdPlaceOfRelease: Milan
                    PersonalIdReleaseDate: '2016-12-08'
                    PersonalIdReleasedBy: John doe
                    PersonalIdType: '1'
                    PoliticallyExposedInformation:
                      PepRelatedPersonName: Fred XXX
                      PepRelatedPersonPosition: Director
                      PepType: '2'
                      RelationToPep: '5'
                    PoliticallyExposedPerson: true
                    ResidentialAddress:
                      BuildingName: Test Building
                      BuildingNumber: '420'
                      City: Test Address City
                      CoName: CO Test
                      CountryOfResidenceCode: IN
                      Floor: '5'
                      LocalArea: Local Test Area
                      PostalCode: '123466'
                      PostBoxOffice: '212313'
                      SideDoor: Test SideDoor
                      State: Test State
                      StreetName: Test Street
                      Unit: Unit 10
                    TaxId: '5454898'
                    TinMissingReason: '100000003'
                    TinNotAvailable: true
                  ProfileInformation:
                    AnnualIncomeInformation:
                      AnnualSalaryAfterTax: '11'
                      SecondaryIncomeOther: '1'
                      SecondarySourcesOfIncome:
                      - '3'
                      SecondarySourcesOfIncomeTotal: '9'
                    InvestableAssets:
                      IntendToInvest: '13'
                      PrimarySourcesOfWealth:
                      - '2'
                      - '3'
                      SourceOfWealthOther: Other Wealth
                      ValueOfCashAndSecurities: '11'
                    TradingProfile:
                      SoleBoOfAssets: false
                  RegulatoryInformation:
                    FatcaDeclaration:
                      UnitedStatesCitizen: true
                      UnitedStatesTaxId: '456123'
                      UnitedStatesTaxLiable: true
                  SingaporeData:
                    AnnualIncomeSgd: '3'
                    NetWorthSgd: '5'
                  SwitzerlandData:
                    AnnualIncomeChf: '3'
                    NetWorthChf: '5'
                  UkData:
                    EstimatedSavingAndInvestmentGbp: '14500'
                    MonthlyIncomeAfterTaxGbp: '42000'
                RenewalEntityId: '9534299'
                RenewalStatus: Waiting
        '404':
          description: Not Found
          content:
            application/json:
              schema:
                required:
                - ErrorCode
                - Message
                type: object
                properties:
                  ErrorCode:
                    enum:
                    - ClientRenewalDataNotFound
                    type: string
                    example: None
                    x-enum-descriptions:
                      ClientRenewalDataNotFound: PII data not found in CRM.
                  Message:
                    type: string
                  ModelState:
                    $ref: '#/components/schemas/ModelStateDictionary'
        '500':
          description: Internal Server Error
        '400':
          $ref: '#/components/responses/BadRequest'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '503':
          $ref: '#/components/responses/ServiceUnavailable'
        '429':
          $ref: '#/components/responses/TooManyRequests'
      security:
      - OpenApiOAuthSecurityScheme: []
      - OpenApiJWTSecurityScheme: []
      x-required-permissions:
        confidential: Read
components:
  schemas:
    RenewalStatus:
      title: Renewal status
      enum:
      - Approved
      - InProgress
      - New
      - NoActiveRenewal
      - Pending
      - Waiting
      type: string
      example: NoActiveRenewal
      x-enum-descriptions:
        NoActiveRenewal: No renewal entity exists.
        New: Renewal entity in process, awaiting customer input.
        Waiting: Renewal entity in process, submitted by customer.
        Approved: Renewal entity Approved.
        InProgress: Renewal entity is being processed.
        Pending: Renewal entity pending with customer, for corrections/missing data.
    AssetDetails:
      title: Asset Details class
      required:
      - CurrencyCode
      - Amount
      - AmountDescription
      type: object
      properties:
        Amount:
          title: Amount value
          type: integer
          format: int32
          example: 99
        AmountDescription:
          title: Amount Description
          allOf:
          - $ref: '#/components/schemas/AmountDescriptionType'
        CurrencyCode:
          title: Currency code (from Options)
          type: string
          example: stringValue
      additionalProperties: false
      example:
        Amount: 100020
        AmountDescription: Exact
        CurrencyCode: DKK
    TradingProfile:
      title: Client trading profile
      type: object
      properties:
        SoleBoOfAssets:
          title: Sole beneficial owner of the deposited assets
          type: boolean
          example: false
      additionalProperties: false
      example:
        SoleBoOfAssets: false
    OnboardingAddress:
      title: Onboarding Address
      type: object
      properties:
        BuildingName:
          title: Name of Building
          maxLength: 128
          type: string
          example: stringValue
        BuildingNumber:
          title: Building Number
          maxLength: 128
          type: string
          example: stringValue
        City:
          title: City
          maxLength: 128
          type: string
          example: stringValue
        CoName:
          title: Care of Name
          maxLength: 100
          type: string
          example: stringValue
        CountryOfResidenceCode:
          title: Country of residence ISO code (from Options)
          type: string
          example: stringValue
        Floor:
          title: Floor
          maxLength: 128
          type: string
          example: stringValue
        LocalArea:
          title: Local area
          maxLength: 128
          type: string
          example: stringValue
        PostBoxOffice:
          title: Post box office
          maxLength: 128
          type: string
          example: stringValue
        PostalCode:
          title: PostalCode
          maxLength: 128
          type: string
          example: stringValue
        SideDoor:
          title: Side door
          maxLength: 128
          type: string
          example: stringValue
        State:
          title: State
          maxLength: 128
          type: string
          example: stringValue
        StreetName:
          title: Name of Street
          maxLength: 128
          type: string
          example: stringValue
        Unit:
          title: Unit
          maxLength: 128
          type: string
          example: stringValue
      additionalProperties: false
      example:
        BuildingName: Test Building
        BuildingNumber: '420'
        City: Test Address City
        CoName: CO Test
        CountryOfResidenceCode: IN
        Floor: '5'
        LocalArea: Local Test Area
        PostalCode: '123466'
        PostBoxOffice: '212313'
        SideDoor: Test SideDoor
        State: Test State
        StreetName: Test Street
        Unit: Unit 10
    TaxableCountry:
      title: Taxable country
      type: object
      properties:
        CountryCode:
          title: Country code (from Options)
          type: string
          example: stringValue
        TaxId:
          title: Tax Id, if TIN is available
          type: string
          example: stringValue
        TinMissingReason:
          title: Reason for not having TIN (from Options)
          type: string
          example: stringValue
        TinNotAvailable:
          title: Is TIN not available?
          type: boolean
          example: false
        TinOtherMissingReason:
          title: Any other reason for not having TIN
          maxLength: 100
          type: string
          example: stringValue
      additionalProperties: false
      example:
        CountryCode: SG
        TaxId: '1231314'
        TinNotAvailable: false
    ClientRenewal:
      title: Client renewal data
      type: object
      properties:
        RenewalBy:
          title: Date when this renewal should be completed
          type: string
          format: date
          x-type-name: Date
        RenewalData:
          title: Existing renewal data
          allOf:
          - $ref: '#/components/schemas/RenewalData'
        RenewalEntityId:
          title: Identifier for the renewal
          type: string
          example: stringValue
        RenewalStatus:
          title: Current status of this renewal
          allOf:
          - $ref: '#/components/schemas/RenewalStatus'
      additionalProperties: false
      example:
        RenewalBy: '2022-11-18'
        RenewalData:
          AustraliaData:
            AnnualIncome: '3'
            NetWorth: '5'
          FinlandData:
            EuroClearSectorCode: '144200'
          GlobalFinancialInformation:
            AnnualIncomeAfterTax:
              Amount: 100020
              AmountDescription: Exact
              CurrencyCode: DKK
            IntendToInvest:
              Amount: 1000000
              AmountDescription: AboveThisAmount
              CurrencyCode: DKK
            InvestableAsset:
              Amount: 1000000
              AmountDescription: Rounded
              CurrencyCode: DKK
          HongkongData:
            NetWorthInUsd: '2'
            TotalEstimatedAnnualIncomeInUsd: '4'
          JapanData:
            AnnualIncomeJpy: '3'
            NetWorthJpy: '5'
            TickerCodes:
            - '6234'
            - 0392
            - '1025'
          PersonalInformation:
            AdditionalNationalities:
            - CountryCode: UK
              NationalId: '38992710'
              NationalIdType: 4
            AdditionalTaxableCountries:
            - CountryCode: SG
              TaxId: '1231314'
              TinNotAvailable: false
            AliasFirstName: Alice
            AliasLastName: Joe
            CityOfBirth: Test Birth City
            ContactInformation:
              EmailAddress: email1_9534299@email.com
              MobileNumber:
                CountryCode: DK
                Number: '5236254126'
              PrimaryPhoneNumber:
                CountryCode: DK
                Number: '355354654'
              SecondaryPhoneNumber:
                CountryCode: DK
                Number: '989899797'
            CountryOfBirth: DK
            DateOfBirth: '1992-10-29'
            EmploymentInformation:
              EmployerName: Test Employer
              NatureOfBusiness: '10'
              OccupationTypes:
              - '1'
              - '2'
              - '3'
              Position: Test Position
            FirstName: First9534299
            LastName: Last9534299
            MinorInformation:
              MinorLegalGuardianship: Sharedwithanotherlegalguardian
              OtherReason: None
              SharedResponsibilityWithLegalGuardian: 2451ac4b-e2d3-47d9-9d88-db00a056d365
              SharedResponsibilityWithLegalGuardianLoginUserId: '6372920'
              SharedResponsibilityWithLegalGuardianName: Guardian
            NationalityCode: DK
            OriginalScriptFirstName: 比
            OriginalScriptLastName: 伊
            OtherAddress:
              BuildingName: Test Building
              BuildingNumber: '420'
              City: Test Address City
              CoName: CO Test
              CountryOfResidenceCode: IN
              Floor: '5'
              LocalArea: Local Test Area
              PostalCode: '123466'
              PostBoxOffice: '212313'
              SideDoor: Test SideDoor
              State: Test State
              StreetName: Test Street
              Unit: Unit 10
            PersonalId: '4499647'
            PersonalIdExpirationDate: '2025-07-25'
            PersonalIdPlaceOfRelease: Milan
            PersonalIdReleaseDate: '2016-12-08'
            PersonalIdReleasedBy: John doe
            PersonalIdType: '1'
            PoliticallyExposedInformation:
              PepRelatedPersonName: Fred XXX
              PepRelatedPersonPosition: Director
              PepType: '2'
              RelationToPep: '5'
            PoliticallyExposedPerson: true
            ResidentialAddress:
              BuildingName: Test Building
              BuildingNumber: '420'
              City: Test Address City
              CoName: CO Test
              CountryOfResidenceCode: IN
              Floor: '5'
              LocalArea: Local Test Area
              PostalCode: '123466'
              PostBoxOffice: '212313'
              SideDoor: Test SideDoor
              State: Test State
              StreetName: Test Street
              Unit: Unit 10
            TaxId: '5454898'
            TinMissingReason: '100000003'
            TinNotAvailable: true
          ProfileInformation:
            AnnualIncomeInformation:
              AnnualSalaryAfterTax: '11'
              SecondaryIncomeOther: '1'
              SecondarySourcesOfIncome:
              - '3'
              SecondarySourcesOfIncomeTotal: '9'
            InvestableAssets:
              IntendToInvest: '13'
              PrimarySourcesOfWealth:
              - '2'
              - '3'
              SourceOfWealthOther: Other Wealth
              ValueOfCashAndSecurities: '11'
            TradingProfile:
              SoleBoOfAssets: false
          RegulatoryInformation:
            FatcaDeclaration:
              UnitedStatesCitizen: true
              UnitedStatesTaxId: '456123'
              UnitedStatesTaxLiable: true
          SingaporeData:
            AnnualIncomeSgd: '3'
            NetWorthSgd: '5'
          SwitzerlandData:
            AnnualIncomeChf: '3'
            NetWorthChf: '5'
          UkData:
            EstimatedSavingAndInvestmentGbp: '14500'
            MonthlyIncomeAfterTaxGbp: '42000'
        RenewalEntityId: '9534299'
        RenewalStatus:

# --- truncated at 32 KB (78 KB total) ---
# Full source: https://raw.githubusercontent.com/api-evangelist/saxo/refs/heads/main/openapi/saxo-client-renewals-api-openapi.yml