Smart Pension Summaries API

openapi: 3.2.0
info:
  title: Keystone Summaries API
  version: v12
  description: This is the endpoint description of Keystone API.
servers:
- url: https://api.sandbox.autoenrolment.co.uk
- url: /
tags:
- name: Summaries
paths:
  /companies/{company_id}/contributions/summary/payable:
    get:
      summary: SummariesPayable/Get
      tags:
      - Summaries
      security:
      - oAuth2:
        - customer
      parameters:
      - name: company_id
        in: path
        required: true
        example: 147
        schema:
          type: string
      responses:
        '200':
          description: Success
          content:
            application/json:
              example:
                employer_within_opt_out_window: 1221
                employee_within_opt_out_window: 2442
                voluntary_within_opt_out_window: 3663
                total_within_opt_out_window: 7326
                employer_after_opt_out_window: 111
                employee_after_opt_out_window: 222
                voluntary_after_opt_out_window: 333
                total_after_opt_out_window: 666
              schema:
                $ref: '#/components/schemas/response_summary_payable_contributions'
        '404':
          description: Not Found
  /companies/{company_id}/contributions/summary:
    get:
      summary: Summaries/Get
      tags:
      - Summaries
      security:
      - oAuth2:
        - customer
      parameters:
      - name: company_id
        in: path
        required: true
        example: 192
        schema:
          type: string
      responses:
        '200':
          description: Success
          content:
            application/json:
              example:
                company_amount: 8
                employee_amount: 12
                voluntary_amount: 0
                total_amount: 20
                contribution_amounts_totals:
                  employer: 8
                  employee: 12
                  other_avc: 0
                  life_cover: 0
                payable_company_amount: 8
                payable_employee_amount: 12
                payable_voluntary_amount: 0
                payable_total_amount: 20
                non_payable_company_amount: 0
                non_payable_employee_amount: 0
                non_payable_voluntary_amount: 0
                non_payable_total_amount: 0
                non_payable_within_opt_out_window_total_amount: 0
                non_payable_ends_on_after_cut_off_total_amount: 0
                non_payable_company_within_opt_out_window_amount: 0
                non_payable_company_ends_on_after_cut_off_amount: 0
                non_payable_employee_within_opt_out_window_amount: 0
                non_payable_employee_ends_on_after_cut_off_amount: 0
                non_payable_voluntary_within_opt_out_window_amount: 0
                non_payable_voluntary_ends_on_after_cut_off_amount: 0
              schema:
                $ref: '#/components/schemas/response_summary_contributions'
        '401':
          description: Unauthorized
        '404':
          description: Not Found
  /companies/{company_id}/contributions/summary/totals:
    get:
      summary: SummariesTotals/Get
      tags:
      - Summaries
      security:
      - oAuth2:
        - customer
      parameters:
      - name: company_id
        in: path
        required: true
        example: 198
        schema:
          type: string
      responses:
        '200':
          description: Success
          content:
            application/json:
              example:
                company_amount: 8
                employee_amount: 12
                voluntary_amount: 0
                total_amount: 20
                contribution_amounts_totals:
                  employer: 8
                  employee: 12
                  other_avc: 0
                  life_cover: 0
              schema:
                $ref: '#/components/schemas/response_summary_totals_contributions'
        '401':
          description: Unauthorized
        '404':
          description: Not Found
  /companies/{company_id}/employees/{employee_id}/contributions/summary:
    get:
      summary: Summaries/Get
      tags:
      - Summaries
      security:
      - oAuth2:
        - user
        - customer
      parameters:
      - name: company_id
        in: path
        required: true
        example: 495
        schema:
          type: string
      - name: employee_id
        in: path
        required: true
        example: 228
        schema:
          type: string
      - name: limit
        in: query
        schema:
          type: integer
        required: false
      - name: offset
        in: query
        schema:
          type: integer
        required: false
      - name: sort
        in: query
        schema:
          type: string
        required: false
      - name: direction
        in: query
        schema:
          type: string
          enum:
          - ASC
          - DESC
        required: false
      - name: filter
        in: query
        schema:
          type: object
          properties:
            state:
              type: array
              items:
                type: string
            assessment:
              type: object
              properties:
                category:
                  type: string
            period_type:
              type: array
              items:
                type: string
            starts_on:
              type: array
              items:
                type: string
            ends_on:
              type: array
              items:
                type: string
        required: false
        style: deepObject
        example: filter%5Bstate%5D%5B%5D=created&filter%5Bstate%5D%5B%5D=paid
      - name: include[]
        in: query
        schema:
          type: array
          items:
            enum:
            - assessment
        required: false
      - name: operator
        in: query
        schema:
          type: string
          enum:
          - or
          - and
        required: false
      responses:
        '200':
          description: Success
          content:
            application/json:
              examples:
                With valid params without filtering:
                  value:
                    company_amount: 200
                    employee_amount: 200
                    voluntary_amount: 0
                    total_amount: 400
                    contribution_amounts_totals:
                      employer: 200
                      employee: 200
                      other_avc: 0
                      life_cover: 0
                    payable_company_amount: 200
                    payable_employee_amount: 200
                    payable_voluntary_amount: 0
                    payable_total_amount: 400
                    non_payable_company_amount: 0
                    non_payable_employee_amount: 0
                    non_payable_voluntary_amount: 0
                    non_payable_total_amount: 0
                    non_payable_within_opt_out_window_total_amount: 0
                    non_payable_ends_on_after_cut_off_total_amount: 0
                    non_payable_company_within_opt_out_window_amount: 0
                    non_payable_company_ends_on_after_cut_off_amount: 0
                    non_payable_employee_within_opt_out_window_amount: 0
                    non_payable_employee_ends_on_after_cut_off_amount: 0
                    non_payable_voluntary_within_opt_out_window_amount: 0
                    non_payable_voluntary_ends_on_after_cut_off_amount: 0
                With filtering by state:
                  value:
                    company_amount: 100
                    employee_amount: 100
                    voluntary_amount: 0
                    total_amount: 200
                    contribution_amounts_totals:
                      employer: 100
                      employee: 100
                      other_avc: 0
                      life_cover: 0
                    payable_company_amount: 100
                    payable_employee_amount: 100
                    payable_voluntary_amount: 0
                    payable_total_amount: 200
                    non_payable_company_amount: 0
                    non_payable_employee_amount: 0
                    non_payable_voluntary_amount: 0
                    non_payable_total_amount: 0
                    non_payable_within_opt_out_window_total_amount: 0
                    non_payable_ends_on_after_cut_off_total_amount: 0
                    non_payable_company_within_opt_out_window_amount: 0
                    non_payable_company_ends_on_after_cut_off_amount: 0
                    non_payable_employee_within_opt_out_window_amount: 0
                    non_payable_employee_ends_on_after_cut_off_amount: 0
                    non_payable_voluntary_within_opt_out_window_amount: 0
                    non_payable_voluntary_ends_on_after_cut_off_amount: 0
                With filtering by multiple states:
                  value:
                    company_amount: 200
                    employee_amount: 200
                    voluntary_amount: 0
                    total_amount: 400
                    contribution_amounts_totals:
                      employer: 200
                      employee: 200
                      other_avc: 0
                      life_cover: 0
                    payable_company_amount: 100
                    payable_employee_amount: 100
                    payable_voluntary_amount: 0
                    payable_total_amount: 200
                    non_payable_company_amount: 0
                    non_payable_employee_amount: 0
                    non_payable_voluntary_amount: 0
                    non_payable_total_amount: 0
                    non_payable_within_opt_out_window_total_amount: 0
                    non_payable_ends_on_after_cut_off_total_amount: 0
                    non_payable_company_within_opt_out_window_amount: 0
                    non_payable_company_ends_on_after_cut_off_amount: 0
                    non_payable_employee_within_opt_out_window_amount: 0
                    non_payable_employee_ends_on_after_cut_off_amount: 0
                    non_payable_voluntary_within_opt_out_window_amount: 0
                    non_payable_voluntary_ends_on_after_cut_off_amount: 0
              schema:
                $ref: '#/components/schemas/response_contribution'
        '404':
          description: Not Found
        '422':
          description: Invalid parameters
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/response_contribution'
components:
  schemas:
    response_adviser_import:
      type: object
      properties:
        id:
          type: integer
        status_code:
          type:
          - integer
          - 'null'
        state:
          type: string
        response_errors:
          type:
          - array
          - 'null'
          items: {}
        file_url:
          type:
          - string
          - 'null'
        file_file_name:
          type:
          - string
          - 'null'
        created_at:
          type: string
          format: date-time
        updated_at:
          type: string
          format: date-time
        type:
          type:
          - string
          - 'null'
        metadata:
          type:
          - object
          - 'null'
        success_row_count:
          type:
          - integer
          - 'null'
        fail_row_count:
          type:
          - integer
          - 'null'
        adviser_id:
          type: integer
        links:
          type: array
          items:
            $ref: '#/components/schemas/link'
        adviser:
          $ref: '#/components/schemas/response_adviser'
    response_adviser_shortcut:
      type: object
      properties:
        id:
          type: integer
        token:
          type:
          - string
          - 'null'
        destination_url:
          type:
          - string
          - 'null'
        short_url:
          type:
          - string
          - 'null'
    response_enrolment:
      type: object
      properties:
        id:
          type: integer
        company_id:
          type: integer
        event_on:
          type: string
          format: date
        next_re_declaration_of_compliance_deadline_on:
          type:
          - string
          - 'null'
          format: date
        next_re_enrolment_window_starts_on:
          type:
          - string
          - 'null'
          format: date
        next_re_enrolment_window_ends_on:
          type:
          - string
          - 'null'
          format: date
        created_at:
          type: string
          format: date-time
        updated_at:
          type: string
          format: date-time
        links:
          type: array
          items:
            $ref: '#/components/schemas/link'
        company:
          $ref: '#/components/schemas/response_company'
    response_customer_shortcut:
      type: object
      properties:
        id:
          type: integer
        token:
          type:
          - string
          - 'null'
        destination_url:
          type:
          - string
          - 'null'
        short_url:
          type:
          - string
          - 'null'
    link:
      type: object
      properties:
        rel:
          type: string
        title:
          type: string
        href:
          type: string
    response_company_import:
      type: object
      properties:
        id:
          type: integer
        status_code:
          type:
          - integer
          - 'null'
        state:
          type: string
        response_errors:
          type:
          - array
          - 'null'
          items: {}
        file_url:
          type:
          - string
          - 'null'
        file_file_name:
          type:
          - string
          - 'null'
        created_at:
          type: string
          format: date-time
        updated_at:
          type: string
          format: date-time
        type:
          type:
          - string
          - 'null'
        metadata:
          type:
          - object
          - 'null'
        success_row_count:
          type:
          - integer
          - 'null'
        fail_row_count:
          type:
          - integer
          - 'null'
        company_id:
          type: integer
        links:
          type: array
          items:
            $ref: '#/components/schemas/link'
        company:
          $ref: '#/components/schemas/response_company'
    response_company_automation:
      type: object
      properties:
        id:
          type: integer
        letter:
          type: boolean
        company_id:
          type: integer
        postponement_period:
          type:
          - string
          - 'null'
        created_at:
          type: string
          format: date-time
        updated_at:
          type: string
          format: date-time
        links:
          type: array
          items:
            $ref: '#/components/schemas/link'
    response_employment_statuses:
      type: object
      properties:
        employment_statuses:
          type:
          - array
          - 'null'
          items:
            $ref: '#/components/schemas/response_employment_status'
    response_salary:
      type: object
      properties:
        annual_earnings_1:
          type:
          - number
          - 'null'
          format: float
        annual_earnings_2:
          type:
          - number
          - 'null'
          format: float
        created_at:
          type: string
          format: date-time
        effective_on:
          type: string
          format: date
        employee_id:
          type: integer
        id:
          type: integer
        updated_at:
          type: string
          format: date-time
        employee:
          $ref: '#/components/schemas/response_employee'
    response_portfolio:
      type: object
      properties:
        id:
          type: integer
        custom:
          type: boolean
        starts_on:
          type: string
          format: date
        ends_on:
          type:
          - string
          - 'null'
          format: date
        money_in:
          type:
          - boolean
          - 'null'
        portfolio_composed_by_a_tdf:
          type:
          - boolean
          - 'null'
        subaccount_uuid:
          type:
          - string
          - 'null'
        subaccount_name:
          type:
          - string
          - 'null'
        subaccount_group:
          type:
          - string
          - 'null'
        fund_splits:
          type: object
          properties:
            limit:
              type:
              - integer
              - 'null'
            offset:
              type:
              - integer
              - 'null'
            total:
              type:
              - integer
              - 'null'
            links:
              type: array
              items:
                $ref: '#/components/schemas/link'
            fund_splits:
              type:
              - array
              - 'null'
              items:
                $ref: '#/components/schemas/response_fund_split'
    response_ultimate_beneficial_owner_configuration:
      type: object
      properties:
        id:
          type: integer
        company_id:
          type: integer
        exempt:
          type: boolean
        exemption_reason:
          type:
          - string
          - 'null'
        natural_person_ubo:
          type: boolean
        links:
          type: array
          items:
            $ref: '#/components/schemas/link'
    response_employee_plan_participation:
      type: object
      properties:
        id:
          type: integer
        in_waiting_period:
          type:
          - boolean
          - 'null'
        next_state:
          type:
          - string
          - 'null'
        updated_at:
          type: string
          format: date-time
        state:
          type: string
    response_employee_configuration:
      type: object
      properties:
        benefits_out_suspended:
          type: boolean
        disabled_switching:
          type:
          - boolean
          - 'null'
        enable_auto_increase_percentage:
          type: boolean
        gone_away:
          type: boolean
        id:
          type: integer
        investments_locked:
          type: boolean
        valuation_under_review:
          type:
          - boolean
          - 'null'
        preferred_currency:
          type:
          - string
          - 'null'
        preferred_locale:
          type:
          - string
          - 'null'
        blocked_rejoin:
          type: boolean
    response_customer:
      type: object
      properties:
        intercom_user_id:
          type:
          - string
          - 'null'
        intercom_user_id_hash:
          type:
          - string
          - 'null'
        id:
          type: integer
        email:
          type:
          - string
          - 'null'
        reset_password_sent_at:
          type:
          - string
          - 'null'
          format: date-time
        remember_created_at:
          type:
          - string
          - 'null'
          format: date-time
        last_sign_in_at:
          type:
          - string
          - 'null'
          format: date-time
        slug:
          type:
          - string
          - 'null'
        created_at:
          type: string
          format: date-time
        updated_at:
          type: string
          format: date-time
        gauth_enabled:
          type: boolean
        gauth_tmp:
          type:
          - string
          - 'null'
        forename:
          type:
          - string
          - 'null'
        surname:
          type:
          - string
          - 'null'
        title:
          type:
          - string
          - 'null'
        authentication_token:
          type:
          - string
          - 'null'
        date_of_birth:
          type:
          - string
          - 'null'
          format: date
        line2:
          type:
          - string
          - 'null'
        city:
          type:
          - string
          - 'null'
        county:
          type:
          - string
          - 'null'
        building_name:
          type:
          - string
          - 'null'
        postcode:
          type:
          - string
          - 'null'
        line1:
          type:
          - string
          - 'null'
        building_number:
          type:
          - string
          - 'null'
        telephone:
          type:
          - string
          - 'null'
        alternative_telephone:
          type:
          - string
          - 'null'
        referee_id:
          type:
          - integer
          - 'null'
        referee_type:
          type:
          - string
          - 'null'
        referral_state:
          type: string
        referral_clicks:
          type:
          - integer
          - 'null'
        referral_reward_name:
          type:
          - string
          - 'null'
        authentication_token_generated_at:
          type:
          - string
          - 'null'
          format: date-time
        gender:
          type:
          - string
          - 'null'
        role:
          type:
          - string
          - 'null'
        middlename:
          type:
          - string
          - 'null'
        envelope_state:
          type: string
        enforce_password:
          type:
          - boolean
          - 'null'
        company_id:
          type:
          - integer
          - 'null'
        country_code:
          type:
          - string
          - 'null'
        uuid:
          type: string
        preferred_locale:
          type:
          - string
          - 'null'
        smart_analytics_access_permitted:
          type:
          - boolean
          - 'null'
        links:
          type: array
          items:
            $ref: '#/components/schemas/link'
        company:
          $ref: '#/components/schemas/response_company'
        employee:
          $ref: '#/components/schemas/response_employee'
        shortcut:
          $ref: '#/components/schemas/response_customer_shortcut'
        marketing_preference:
          $ref: '#/components/schemas/response_marketing_preference'
    response_company:
      type: object
      properties:
        id:
          type: integer
        name:
          type:
          - string
          - 'null'
        slug:
          type:
          - string
          - 'null'
        registration_number:
          type:
          - string
          - 'null'
        tax_office_number:
          type:
          - string
          - 'null'
        tax_office_employer_reference:
          type:
          - string
          - 'null'
        legal_structure:
          type:
          - string
          - 'null'
        welcome_letters_reminder_sent_at:
          type:
          - string
          - 'null'
          format: date-time
        pension_regulator_letter_code:
          type:
          - string
          - 'null'
        trading_address1:
          type:
          - string
          - 'null'
        trading_address2:
          type:
          - string
          - 'null'
        trading_address3:
          type:
          - string
          - 'null'
        trading_address_postcode:
          type:
          - string
          - 'null'
        trading_address_country:
          type:
          - string
          - 'null'
        reg_address1:
          type:
          - string
          - 'null'
        reg_address2:
          type:
          - string
          - 'null'
        reg_address3:
          type:
          - string
          - 'null'
        reg_address4:
          type:
          - string
          - 'null'
        reg_address_postcode:
          type:
          - string
          - 'null'
        reg_address_country:
          type:
          - string
          - 'null'
        pensionable_earning_type:
          type: string
        default_percentage:
          type:
          - number
          - 'null'
          format: float
        created_at:
          type: string
          format: date-time
        updated_at:
          type: string
          format: date-time
        state:
          type: string
        employee_can_change_contribution:
          type: boolean
        uuid:
          type: string
        layout_configuration_id:
          type:
          - integer
          - 'null'
        relief_at_source_active:
          type:
          - boolean
          - 'null'
        only_employer_manages_membership:
          type: boolean
        national_insurance_saving_share:
          type:
          - number
          - 'null'
          format: float
        tax_relief_basis_type:
          type:
          - string
          - 'null'
        tax_relief_fallback_type:
          type:
          - string
          - 'null'
        direct_debit_optional:
          type: boolean
        skip_contribution_validations:
          type: boolean
        self_certification_started_at:
          type:
          - string
          - 'null'
          format: date-time
        customers:
          type: object
          properties:
            limit:
              type:
              - integer
              - 'null'
            offset:
              type:
              - integer
              - 'null'
            total:
              type:
              - integer
              - 'null'
            links:
              type: array
              items:
                $ref: '#/components/schemas/link'
            customers:
              type:
              - array
              - 'null'
              items:
                $ref: '#/components/schemas/response_customer'
        payments:
          type: object
          properties:
            limit:
              type:
              - integer
              - 'null'
            offset:
              type:
              - integer
              - 'null'
            total:
              type:
              - integer
              - 'null'
            links:
              type: array
              items:
                $ref: '#/components/schemas/link'
            payments:
              type:
              - array
              - 'null'
              items:
                $ref: '#/components/schemas/response_payment'
        employees:
          type: object
          properties:
            limit:
              type:
              - integer
              - 'null'
            offset:
              type:
              - integer
              - 'null'
            total:
              type:
              - integer
              - 'null'
            links:
              type: array
              items:
                $ref: '#/components/schemas/link'
            employees:
              type:
              - array
              - 'null'
              items:
                $ref: '#/components/schemas/response_employee'
        enrolments:
          type: object
          properties:
            limit:
              type:
              - integer
              - 'null'
            offset:
              type:
              - integer
              - 'null'
            total:
              type:
              - integer
              - 'null'
            links:
              type: array
              items:
                $ref: '#/components/schemas/link'
            enrolments:
              type:
              - array
              - 'null'
              items:
                $ref: '#/components/schemas/response_enrolment'
        imports:
          type: object
          properties:
            limit:
              type:
              - integer
              - 'null'
            offset:
              type:
              - integer
              - 'null'
            total:
              type:
              - integer
              - 'null'
            links:
              type: array
              items:
                $ref: '#/components/schemas/link'
            data:
              type:
              - array
              - 'null'
              items:
                $ref: '#/components/schemas/response_company_import'
        advisers:
          type: object
          properties:
            limit:
              type:
              - integer
              - 'null'
            offset:
              type:
              - integer
              - 'null'
            total:
              type:
              - integer
              - 'null'
            links:
              type: array
              items:
                $ref: '#/components/schemas/link'
            advisers:
              type:
              - array
              - 'null'
              items:
                $ref: '#/components/schemas/response_adviser'
        mandates:
          type: object
          properties:
            limit:
              type:
              - integer
              - 'null'
            offset:
              type:
              - integer
              - 'null'
            total:
              type:
              - integer
              - 'null'
            links:
              type: array
              items:
                $ref: '#/components/schemas/link'
            mandates:
              type:
              - array
              - 'null'
              items:
                $ref: '#/components/schemas/response_mandate'
        ultimate_beneficial_owners:
          type: object
          properties:
            limit:
              type:
              - integer
              - 'null'
            offset:
              type:
              - integer
              - 'null'
            total:
              type:
              - integer
              - 'null'
            links:
              type: array
              items:
                $ref: '#/components/schemas/link'
            ultimate_beneficial_owners:
              type:
              - array
              - 'null'
              items:
                $ref: '#/components/schemas/response_ultimate_beneficial_owner'
        benefit_groups:
          type: object
          properties:
            limit:
              type:
              - integer
              - 'null'
            offset:
              type:
              - integer
              - 'null'
            total:
              type:
              - integer
              - 'null'
            links:
              type: array
              items:
                $ref: '#/components/schemas/link'
            benefit_groups:
              type:
              - array
              - 'null'
              items:
                $ref: '#/components/schemas/response_benefit_group'
        payroll_configurations:
          type: object
          properties:
            limit:
              type:
              - integer
              - 'null'
            offset:
              type:
              - integer
              - 'null'
            total:
              type:
              - integer
              - 'null'
            links:
              type: array
              items:
                $ref: '#/components/schemas/link'
            payroll_configurations:
              type:
              - array
              - 'null'
              items:
                $ref: '#/components/schemas/response_base_payroll_configuration'
        bank_account_details:
          type: object
          properties:
            limit:
              type:
              - integer
              - 'null'
            offset:
              type:
              - integer
              - 'null'
            total:
              type:
              - integer
              - 'null'
            links:
              type: array
              items:
                $ref: '#/components/schemas/link'
            data:
              type:
              - array
              - 'null'
              items:
                $ref: '#/components/schemas/response_bank_account_detail'
        adviser_companies:
          type: object
          properties:
            limit:
              type:
              - integer
              - 'null'
            offset:
              type:
              - integer
              - 'null'
            total:
              type:
              - integer
              - 'null'
            links:
              type: array
              items:
                $ref: '#/comp

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# Full source: https://raw.githubusercontent.com/api-evangelist/smart-pension/refs/heads/main/openapi/smart-pension-summaries-api-openapi.yml