IndividualPension
IndividualPension
Description
L'entité IndividualPension contient toutes les informations nécessaires à la gestion d'une offre concernant l'épargne individuelle. On retrouvera notamment les différents modes de gestion financiÚre.
Relations
Ascendantes
Entité | Propriété |
|---|---|
Pension | individualPensions |
Descendantes
Entité | Propriété |
|---|---|
History | history |
Propriétés
Nom | Type | Description | Validateur | Lecture seule ? | Dépréciée ? | DerniÚre version modifiée |
|---|---|---|---|---|---|---|
adviceFollowed | Boolean | Conseil suivi concernant le mode de gestion financiĂšre prĂ©conisĂ© | ï»ż | ï»ż | ï»ż | 2.0.0 |
advisedFinancialManagementMethod | IndividualPensionFinancialManagementMethodEnum | Mode de gestion financiĂšre prĂ©conisĂ© | ï»ż | ï»ż | ï»ż | 2.0.0 |
advisedFinancialManagementOption | IndividualPensionFinancialManagementOptionEnum | Mode prĂ©conisĂ© de gestion pilotĂ©e | ï»ż | ï»ż | ï»ż | 2.0.0 |
deathClause | IndividualPensionDeathClauseEnum | Clause de dĂ©cĂšs | ï»ż | ï»ż | ï»ż | 2.0.0 |
desiredFinancialManagementMethod | IndividualPensionFinancialManagementMethodEnum | Mode de gestion financiĂšre souhaitĂ© par le client | ï»ż | ï»ż | ï»ż | 2.0.0 |
expectedAnnualPensionInvestment | Number | Montant du placement envisagĂ© | ï»ż | ï»ż | ï»ż | 2.0.0 |
feesEurosFundIn | Number | Il s'agit des frais d'entrĂ©e sur un fond en euros | ï»ż | ï»ż | ï»ż | 2.10.0 |
feesEurosFundOut | Number | Il s'agit des frais de sortie sur un fond en euros | ï»ż | ï»ż | ï»ż | 2.10.0 |
financialManagementMethod | IndividualPensionFinancialManagementMethodEnum | Mode de gestion financiĂšre retenu | ï»ż | ï»ż | ï»ż | 2.0.0 |
freeDepositPaymentMethod | IndividualPensionFreeDepositPaymentMethodEnum | Mode de paiement du versement libre | ï»ż | ï»ż | ï»ż | 2.0.0 |
freeDepositValue | Number | Montant du versement libre | ï»ż | ï»ż | ï»ż | 2.0.0 |
guidedManagementOption | IndividualPensionFinancialManagementOptionEnum | Mode de la gestion pilotĂ©e | ï»ż | ï»ż | ï»ż | 2.0.0 |
saverProfileScore | Number | Scoring profil Ă©pargnant | ï»ż | ï»ż | ï»ż | 2.0.0 |
saverProfileType | IndividualPensionFinancialManagementOptionEnum | Profil Ă©pargnant | ï»ż | ï»ż | ï»ż | 2.0.0 |
scheduledDepositPeriodicity | IndividualPensionScheduledDepositPeriodicityEnum | PĂ©riodicitĂ© du versement programmĂ© | ï»ż | ï»ż | ï»ż | 2.0.0 |
scheduledDepositValue | Number | Montant du versement programmĂ© | ï»ż | ï»ż | ï»ż | 2.0.0 |
transferDepositValue | Number | Montant du versement du transfert entrant | ï»ż | ï»ż | ï»ż | 2.0.0 |
id | String | Identifiant de l'entitĂ© IndividualPension | ï»ż | X | ï»ż | ï»ż |
code | String | Codification fonctionnelle de l'entitĂ© IndividualPension | ï»ż | ï»ż | ï»ż | ï»ż |
externalId | String | Identifiant de l'entitĂ© IndividualPension dans le systĂšme client | ï»ż | ï»ż | ï»ż | ï»ż |
externalCode | String | Codification fonctionnelle de l'entitĂ© IndividualPension dans le systĂšme client | ï»ż | ï»ż | ï»ż | ï»ż |
individualPensionId | String | Identifiant public de l'entitĂ© IndividualPension dans l'OIP | ï»ż | ï»ż | ï»ż | ï»ż |
label | String | Information relative au nom de l'entitĂ© IndividualPension dans son contexte d'utilisation | ï»ż | ï»ż | ï»ż | ï»ż |
createdAt | Date | Date de crĂ©ation de l'entitĂ© IndividualPension | ï»ż | X | ï»ż | ï»ż |
updatedAt | Date | Date de modification de l'entitĂ© IndividualPension | ï»ż | X | ï»ż | ï»ż |
Enumérations
IndividualPensionDeathClauseEnum
- NOMINATIVE_CLAUSE
- STANDARD_CLAUSE
IndividualPensionFinancialManagementMethodEnum
- FREE
- GUIDED
IndividualPensionFinancialManagementOptionEnum
- BALANCED
- CAREFUL
- DYNAMIC
IndividualPensionFreeDepositPaymentMethodEnum
- AUTOMATIC_DEBIT
- BANK_TRANSFER
- CHECK
IndividualPensionScheduledDepositPeriodicityEnum
- HALF_YEARLY
- MONTHLY
- QUARTERLY
- YEARLY
Enumérations génériques
Aucune enumération générique.
Exemple
import { Entities } from '@fasstech/oip-core';
import { getIndividualPensionAdviceFollowed, getIndividualPensionAdvisedFinancialManagementMethod, getIndividualPensionAdvisedFinancialManagementOption, getIndividualPensionCode, getIndividualPensionDeathClause, getIndividualPensionDesiredFinancialManagementMethod, getIndividualPensionExpectedAnnualPensionInvestment, getIndividualPensionExternalCode, getIndividualPensionExternalId, getIndividualPensionFeesEurosFundIn, getIndividualPensionFeesEurosFundOut, getIndividualPensionFinancialManagementMethod, getIndividualPensionFreeDepositPaymentMethod, getIndividualPensionFreeDepositValue, getIndividualPensionGuidedManagementOption, getIndividualPensionId, getIndividualPensionIndividualPensionId, getIndividualPensionLabel, getIndividualPensionSaverProfileScore, getIndividualPensionSaverProfileType, getIndividualPensionScheduledDepositPeriodicity, getIndividualPensionScheduledDepositValue, getIndividualPensionTransferDepositValue, setIndividualPensionAdviceFollowed, setIndividualPensionAdvisedFinancialManagementMethod, setIndividualPensionAdvisedFinancialManagementOption, setIndividualPensionCode, setIndividualPensionDeathClause, setIndividualPensionDesiredFinancialManagementMethod, setIndividualPensionExpectedAnnualPensionInvestment, setIndividualPensionExternalCode, setIndividualPensionExternalId, setIndividualPensionFeesEurosFundIn, setIndividualPensionFeesEurosFundOut, setIndividualPensionFinancialManagementMethod, setIndividualPensionFreeDepositPaymentMethod, setIndividualPensionFreeDepositValue, setIndividualPensionGuidedManagementOption, setIndividualPensionIndividualPensionId, setIndividualPensionLabel, setIndividualPensionSaverProfileScore, setIndividualPensionSaverProfileType, setIndividualPensionScheduledDepositPeriodicity, setIndividualPensionScheduledDepositValue, setIndividualPensionTransferDepositValue } from '@fasstech/oip-core/entities/IndividualPension';
import { IndividualPensionDeathClauseEnum, IndividualPensionFinancialManagementMethodEnum, IndividualPensionFinancialManagementOptionEnum, IndividualPensionFreeDepositPaymentMethodEnum, IndividualPensionScheduledDepositPeriodicityEnum } from '@fasstech/oip-core/entities/IndividualPension/enums';
import { getOfferId } from '@fasstech/oip-core/entities/Offer';
import { getPensionId } from '@fasstech/oip-core/entities/Pension';
import { getProjectId } from '@fasstech/oip-core/entities/Project';
(async () => {
let project = await Entities('Project').create();
let offer = await Entities('Offer').create();
let pension = await Entities('Pension').create();
const individualPension = await Entities('IndividualPension').create();
setIndividualPensionAdviceFollowed(false, individualPension);
setIndividualPensionAdvisedFinancialManagementMethod(IndividualPensionFinancialManagementMethodEnum.GUIDED, individualPension);
setIndividualPensionAdvisedFinancialManagementOption(IndividualPensionFinancialManagementOptionEnum.CAREFUL, individualPension);
setIndividualPensionDeathClause(IndividualPensionDeathClauseEnum.NOMINATIVE_CLAUSE, individualPension);
setIndividualPensionDesiredFinancialManagementMethod(IndividualPensionFinancialManagementMethodEnum.FREE, individualPension);
setIndividualPensionExpectedAnnualPensionInvestment(101, individualPension);
setIndividualPensionFeesEurosFundIn(102, individualPension);
setIndividualPensionFeesEurosFundOut(102, individualPension);
setIndividualPensionFinancialManagementMethod(IndividualPensionFinancialManagementMethodEnum.FREE, individualPension);
setIndividualPensionFreeDepositPaymentMethod(IndividualPensionFreeDepositPaymentMethodEnum.AUTOMATIC_DEBIT, individualPension);
setIndividualPensionFreeDepositValue(102, individualPension);
setIndividualPensionGuidedManagementOption(IndividualPensionFinancialManagementOptionEnum.CAREFUL, individualPension);
setIndividualPensionSaverProfileScore(115, individualPension);
setIndividualPensionSaverProfileType(IndividualPensionFinancialManagementOptionEnum.CAREFUL, individualPension);
setIndividualPensionScheduledDepositPeriodicity(IndividualPensionScheduledDepositPeriodicityEnum.YEARLY, individualPension);
setIndividualPensionScheduledDepositValue(115, individualPension);
setIndividualPensionTransferDepositValue(116, individualPension);
setIndividualPensionCode('code', individualPension);
setIndividualPensionExternalId('externalId', individualPension);
setIndividualPensionExternalCode('externalCode', individualPension);
setIndividualPensionIndividualPensionId('individualPensionId', individualPension);
setIndividualPensionLabel('label', individualPension);
pension = await Entities('IndividualPension').save(pension, individualPension);
offer = await Entities('Pension').save(offer, pension);
project = await Entities('Offer').save(project, offer);
await Entities('Project').save(project);
const projectToTest = await Entities('Project').get({ id: getProjectId(project) });
const offerToTest = await Entities('Offer').get(projectToTest, { filter: ({ id }) => id === getOfferId(offer) });
const pensionToTest = await Entities('Pension').get(offerToTest, { filter: ({ id }) => id === getPensionId(pension) });
const individualPensionToTest = await Entities('IndividualPension').get(pensionToTest, { filter: ({ id }) => id === getIndividualPensionId(individualPension) });
getIndividualPensionAdviceFollowed(individualPensionToTest); // false
getIndividualPensionAdvisedFinancialManagementMethod(individualPensionToTest); // IndividualPensionFinancialManagementMethodEnum.GUIDED
getIndividualPensionAdvisedFinancialManagementOption(individualPensionToTest); // IndividualPensionFinancialManagementOptionEnum.CAREFUL
getIndividualPensionDeathClause(individualPensionToTest); // IndividualPensionDeathClauseEnum.NOMINATIVE_CLAUSE
getIndividualPensionDesiredFinancialManagementMethod(individualPensionToTest); // IndividualPensionFinancialManagementMethodEnum.FREE
getIndividualPensionExpectedAnnualPensionInvestment(individualPensionToTest); // 101
getIndividualPensionFeesEurosFundIn(individualPensionToTest); // 102
getIndividualPensionFeesEurosFundOut(individualPensionToTest); // 102
getIndividualPensionFinancialManagementMethod(individualPensionToTest); // IndividualPensionFinancialManagementMethodEnum.FREE
getIndividualPensionFreeDepositPaymentMethod(individualPensionToTest); // IndividualPensionFreeDepositPaymentMethodEnum.AUTOMATIC_DEBIT
getIndividualPensionFreeDepositValue(individualPensionToTest); // 102
getIndividualPensionGuidedManagementOption(individualPensionToTest); // IndividualPensionFinancialManagementOptionEnum.CAREFUL
getIndividualPensionSaverProfileScore(individualPensionToTest); // 115
getIndividualPensionSaverProfileType(individualPensionToTest); // IndividualPensionFinancialManagementOptionEnum.CAREFUL
getIndividualPensionScheduledDepositPeriodicity(individualPensionToTest); // IndividualPensionScheduledDepositPeriodicityEnum.YEARLY
getIndividualPensionScheduledDepositValue(individualPensionToTest); // 115
getIndividualPensionTransferDepositValue(individualPensionToTest); // 116
getIndividualPensionCode(individualPensionToTest); // 'code'
getIndividualPensionExternalId(individualPensionToTest); // 'externalId'
getIndividualPensionExternalCode(individualPensionToTest); // 'externalCode'
getIndividualPensionIndividualPensionId(individualPensionToTest); // 'individualPensionId'
getIndividualPensionLabel(individualPensionToTest); // 'label'
})();