API Reference

Create Plan

Creates a plan.

Create a plan

Plans can be created for a Bank or a Customer.

To create plan for your Bank, omit the customer_guid parameter in the request body. To create plans for your Customers, include the customer_guid parameter in the request body.

StateDescription
storingThe Platform is storing the plan details in our private store
planningThe Platform is currently building the plan
completedThe Platform has successfully completed the plan
failedThe Platform was not able to successfully complete the plan

Required scope: plans:execute

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