Commonwealth
Commonwealth is a data import integration that syncs household data from Commonwealth Financial Network (CFN) and affiliated broker-dealers using mutual TLS authentication.
Overview
Section titled “Overview”| Attribute | Value |
|---|---|
| Integration Type | Data Import |
| Authentication | Mutual TLS (client certificate) |
| Data Flow | Commonwealth → RightCapital (inbound only) |
| Household Lookup | By reference ID (e.g., cfn_1780967) |
| Owner | Tingsong Xu |
Supported Networks
Section titled “Supported Networks”- CFN - Commonwealth Financial Network (
cfn_prefix) - MML - MassMutual (
mml_prefix) - GWN - Great-West Network (
gwn_prefix)
Supported Data Types
Section titled “Supported Data Types”| Data Type | Description |
|---|---|
| Investment Accounts | Brokerage, retirement, education, HSA, annuity |
| Bank Accounts | Checking, savings, money market |
| Loans | Mortgages, personal loans |
| Credit Cards | Credit card accounts |
| Insurance | Life, disability, long-term care |
| Holdings | Individual positions with market values |
Authentication
Section titled “Authentication”Mutual TLS with client certificate:
- Certificate:
certs/integrations/commonwealth/commonwealth_ssl.crt - Private key:
secrets/commonwealth_ssl.key
API Endpoints
Section titled “API Endpoints”| Purpose | Pattern |
|---|---|
| Get household | GET /{household_reference} |
| Get net worth | GET /{household_reference}/networth |
Code Locations
Section titled “Code Locations”| Component | Path |
|---|---|
| Connector | retail-api/app/Integrations/Commonwealth/Connector.php |
| Integrator | retail-api/app/Integrations/Commonwealth/Integrator.php |
| Models | retail-api/app/Integrations/Commonwealth/Models/ |
Common Issues
Section titled “Common Issues”Cannot Create Manually
Section titled “Cannot Create Manually”Symptom: “Integration cannot be created manually”
Solution: Commonwealth integrations provisioned through their systems