Create an Asset Allocation Template Assignment

Assigns a published template to an account. Server-side Resolve(assigned_version, overrides) persists materialized_config. Unique on account_id. Materializes the tree on the account's sleeves in the same operation — one sleeve per funded slot created, updated, or adopted, displaced sleeves marked transitioning — reported in the response's sleeve_results; a refused push rolls the assignment back (409).

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Body Params
string
required

The account to assign the template to

string
required

The published template to assign

string | null

Optional household scope for a later household-level assignment model

overrides
object

Sparse advisor deviations, same shape as child-template overrides. Weights and ranges only; added/removed strategy entries are rejected.

Responses

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application/json