Create an Asset Allocation Template

Creates a template and publishes version 1 atomically. Standalone templates send a config; linked templates send base_template_id plus overrides (may be empty). A template only ever exists published.

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Body Params
string
required
length ≥ 1

The name of the template; unique among the organization's non-archived templates

string

The description of the template

string | null

The organization that owns the template. Defaults to the authenticated user's organization if not provided.

string | null

Create a linked template inheriting from this base. The base is fixed at creation: no re-basing, no detaching.

config
object

A fully materialized template tree. The document root is itself a node.

overrides
object

A linked template's delta against its base, keyed by stable node id. Field semantics are tri-state and load-bearing: an absent field inherits from the base, an explicit null is an unset/clear override, a value is an override. Per node: relative_weight/min_weight/max_weight plus a strategies map keyed by strategy id with relative_weight/min_weight/max_weight (value overrides), added (child-added entry), and removed (child-removed base entry). Typed loosely so absent and null survive the wire.

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