Investigo
Investigo is a multi-entity data sync integration supporting investment accounts, bank accounts, credit cards, and insurance products.
Overview
Section titled “Overview”| Attribute | Value |
|---|---|
| Integration Type | Data Sync (Account or Insurance) |
| Authentication | Public/Private key pair → JWT token |
| Data Flow | Investigo → RightCapital (inbound only) |
| Developer | Kewei Yan |
| Cron Owner | kewei.yan |
Entity Types Supported
Section titled “Entity Types Supported”- Investment accounts
- Bank accounts
- Credit cards
- Insurance (Life, LTC, Disability)
200+ account types supported with comprehensive mapping.
Authentication
Section titled “Authentication”Uses public/private key pair to obtain JWT token (cached for 18 minutes).
API Endpoints
Section titled “API Endpoints”| Endpoint | Purpose |
|---|---|
/Token |
Obtain JWT token |
/Accounts/Search |
Search accounts |
/Accounts/{id} |
Get single account |
/Accounts |
Batch fetch accounts |
Batch Processing
Section titled “Batch Processing”Accounts are fetched in batches of 100 per request for performance.
Code Locations
Section titled “Code Locations”| Component | Path |
|---|---|
| Connector | retail-api/app/Integrations/Investigo/Connector.php |
| Integrator | retail-api/app/Integrations/Investigo/Integrator.php |
| Config | retail-api/app/Integrations/Investigo/Config.php |
| Models | retail-api/app/Integrations/Investigo/Models/ |