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Invoke Skill Reports Trust Accounts Prepare

post/api/v1/skills/reports.trust-accounts.prepare/invoke

Prepare trust accounts β€” distributions, beneficiary statements, capital accounts, income allocation, trustee reporting.

Request bodyapplication/json

FieldTypeDescription
client_idrequiredstring (uuid)β€”
periodrequiredstringβ€”
distribution_resolutionobjectβ€”
show nested
Empty object.
output_format"pdf" | "xlsx" | "both"β€”
pdfxlsxboth
include_beneficiary_statementsbooleanβ€”

Responses

200Skill executed successfully
FieldTypeDescription
skillrequiredstringβ€”
outputrequiredobjectβ€”
show nested
FieldTypeDescription
artifact_idstring (uuid) | nullβ€”
download_urlstringβ€”
summarystringβ€”
citationsany[]β€”
warningsstring[]β€”
stub_fieldsstring[]β€”
xlsx_download_urlstring | nullβ€”
periodstringβ€”
income_allocationobjectβ€”
show nested
Empty object.
distributionsobject[]β€”
item shape
Empty object.
beneficiary_statementsobject[]β€”
item shape
Empty object.
capital_accountsobjectβ€”
show nested
Empty object.
correlation_idrequiredstringβ€”
401Authentication required
FieldTypeDescription
errorrequiredobjectβ€”
show nested
FieldTypeDescription
typerequiredstringβ€”
coderequiredstringβ€”
messagerequiredstringβ€”
paramstringβ€”
retry_after_secondsintegerβ€”
403Insufficient permissions
FieldTypeDescription
errorrequiredobjectβ€”
show nested
FieldTypeDescription
typerequiredstringβ€”
coderequiredstringβ€”
messagerequiredstringβ€”
paramstringβ€”
retry_after_secondsintegerβ€”
404Skill not found
FieldTypeDescription
errorrequiredobjectβ€”
show nested
FieldTypeDescription
typerequiredstringβ€”
coderequiredstringβ€”
messagerequiredstringβ€”
paramstringβ€”
retry_after_secondsintegerβ€”
429Rate limit exceeded
FieldTypeDescription
errorrequiredobjectβ€”
show nested
FieldTypeDescription
typerequiredstringβ€”
coderequiredstringβ€”
messagerequiredstringβ€”
paramstringβ€”
retry_after_secondsintegerβ€”
5XXInternal server error
FieldTypeDescription
errorrequiredobjectβ€”
show nested
FieldTypeDescription
typerequiredstringβ€”
coderequiredstringβ€”
messagerequiredstringβ€”
paramstringβ€”
retry_after_secondsintegerβ€”
curl https://api.dev.arch.ie/api/v1/skills/reports.trust-accounts.prepare/invoke \
  -X POST \
  -H "Authorization: Bearer sk_..." \
  -H "Content-Type: application/json" \
  -d '{
       "client_id": "00000000-0000-0000-0000-000000000000",
       "period": "string",
       "distribution_resolution": {},
       "output_format": "pdf",
       "include_beneficiary_statements": false
     }'