A

Access Token
A bearer token issued via OAuth 2.0 that authorises requests to Dynamic Planner Open API endpoints.

Answer
A response provided by a client to a questionnaire question.

Answer Option
A predefined selectable option available for a question.

Answer Value
The value associated with a selected answer option and used in scoring.

Arrangement
A financial record owned by one or more clients, such as an investment, pension, or liability.

Arrangement Reference
An identifier associated with an arrangement, such as a policy number.

C

Cashflow
A representation of money moving into or out of a financial arrangement.

Client
An individual represented within Dynamic Planner whose data is accessed via the Open API.

D

Dimension
A grouping construct used to organise related profiling factors.

Document
A file or record associated with a client and accessible through the CRM API.

E

Employee
A user represented in the CRM API, typically associated with an organisation unit.

Envelope
A wrapper object used to return collections of resources with pagination metadata.

Expenditure
A financial outflow representing costs or spending.

F

Factor
A measurable attribute derived from questionnaire responses.

Factor Score
The calculated value of a profiling factor.

Financial Index
A reference index such as price or earnings inflation.

Financial Plan
A structured plan associated with a client and managed via the CRM API.

Finances API
The API domain providing access to financial arrangements and valuations.

G

Growth Method
The approach used to calculate how values change over time.

GUID
A globally unique identifier used for API resources.

I

ISIN
An International Securities Identification Number used to identify holdings.

Investment
A financial arrangement representing invested assets.

Income
A financial inflow associated with a client.

O

Organisation Unit
A structural unit used to group users and clients within CRM.

Owner
A client associated with a financial arrangement.

Other Asset
A non‑investment asset such as property or business interests.

Other Liability
A financial obligation such as a loan or mortgage.

P

Pagination
The mechanism for retrieving results in pages using page size and number.

Pension
A retirement‑related financial arrangement.

Protection
An insurance‑based financial arrangement.

Q

Question
A single item within a questionnaire requiring a response.

Question Group
A logical grouping of related questions.

Questionnaire
A structured set of questions used for profiling.

Questionnaire Result
The calculated outcome of a completed questionnaire.

Questionnaire Version
A specific published version of a questionnaire.

R

Response
A recorded answer submitted for a question.

Response Set
The complete collection of responses for a questionnaire instance.

Result Set
A structured collection of calculated profiling outputs.

Risk Score
A numeric representation of a client’s risk profile.

S

Score
A numeric value derived from questionnaire responses.

Status
The current state of a questionnaire or result.

Subscription Key
An API key that identifies the consuming application.

Start Date
The date, age, or event when something becomes effective.

T

Trace ID
An optional identifier used to correlate requests across systems.

U

Union Filter
A parameter controlling how records are matched across multiple owners.

UUID
A universally unique identifier.

V

Valuation
A point‑in‑time financial value for an arrangement.