Account Attributes

getAccountsAttributes

GET

/accounts/attributes

Retrieves client-specific Account Attributes information related to an Account of an investor.
Prod:
https://api.seic.com/v1/accounts/attributes
Query Parameters
Name Description Data Type Required
externalId

Unique business identifier that represents a contact, investor, product, transaction or alternate entity recognized by SEI and a third party system or application.

string

label

Describes the attribute field that is being populated for the Account.

string

value

Describes the value that will be taken for the selected label.

string

explanation

Describes the nature of the certification.

string

limit

Number of records per page (default 25).

integer

Header Parameters
Name Description Data Type Required
Authorization

access_token value obtained from the Token endpoint. This is passed as "Bearer access_token".

string

AppKey

This is the Consumer Key provided during the App Registration process and is used to identify the user's application.

string

HTTP Responses
  • Code
    Description
  • 200

    OK- The request has succeeded and the response has been returned.

  • 400

    Bad request - The server cannot or will not process the request due to an inaccurate request submitted by the client application. Please resubmit the request after making the required corrections indicated in the error response. For more Info on SEI Error Standards please refer to the API Standards FAQ under Support.

  • 401

    Unauthorized - Invalid authentication details have been provided. Also useful to trigger an authorization pop up if the API is used from a browser.

  • 403

    Forbidden-The SEI Server understood the request but refuses to fulfill it.

  • 404

    Not Found- The requested resource or the underlying resource does not exist. Please resubmit the request after making the required corrections

  • 500

    Internal Server Error - The server was unable to fulfill the request due to an unknown condition. Please contact SEI for support. For More Info please refer to the "Response & Errors" FAQ under support.

TEST ENDPOINT
externalId

Unique business identifier that represents a contact, investor, product, transaction or alternate entity recognized by SEI and a third party system or application.

label

Describes the attribute field that is being populated for the Account.

value

Describes the value that will be taken for the selected label.

explanation

Describes the nature of the certification.

limit

Number of records per page (default 25).

Authorization

access_token value obtained from the Token endpoint. This is passed as "Bearer access_token".

AppKey

This is the Consumer Key provided during the App Registration process and is used to identify the user's application.

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...

Account Attributes

getAccountsAttributes

GET

/accounts/attributes

Retrieves client-specific Account Attributes information related to an Account of an investor.
Prod:
https://api.seic.com/v1/accounts/attributes
Query Parameters
Name Description Data Type Required
externalId

Unique business identifier that represents a contact, investor, product, transaction or alternate entity recognized by SEI and a third party system or application.

string

label

Describes the attribute field that is being populated for the Account.

string

value

Describes the value that will be taken for the selected label.

string

explanation

Describes the nature of the certification.

string

limit

Number of records per page (default 25).

integer

Header Parameters
Name Description Data Type Required
Authorization

access_token value obtained from the Token endpoint. This is passed as "Bearer access_token".

string

AppKey

This is the Consumer Key provided during the App Registration process and is used to identify the user's application.

string

HTTP Responses
  • Code
    Description
  • 200

    OK- The request has succeeded and the response has been returned.

  • 400

    Bad request - The server cannot or will not process the request due to an inaccurate request submitted by the client application. Please resubmit the request after making the required corrections indicated in the error response. For more Info on SEI Error Standards please refer to the API Standards FAQ under Support.

  • 401

    Unauthorized - Invalid authentication details have been provided. Also useful to trigger an authorization pop up if the API is used from a browser.

  • 403

    Forbidden-The SEI Server understood the request but refuses to fulfill it.

  • 404

    Not Found- The requested resource or the underlying resource does not exist. Please resubmit the request after making the required corrections

  • 500

    Internal Server Error - The server was unable to fulfill the request due to an unknown condition. Please contact SEI for support. For More Info please refer to the "Response & Errors" FAQ under support.

TEST ENDPOINT
externalId

Unique business identifier that represents a contact, investor, product, transaction or alternate entity recognized by SEI and a third party system or application.

label

Describes the attribute field that is being populated for the Account.

value

Describes the value that will be taken for the selected label.

explanation

Describes the nature of the certification.

limit

Number of records per page (default 25).

Authorization

access_token value obtained from the Token endpoint. This is passed as "Bearer access_token".

AppKey

This is the Consumer Key provided during the App Registration process and is used to identify the user's application.

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...

Test: https://test.api.seic.com/v1/accounts/attributes
TLS*: https://mtls.api.seic.com/v1/accounts/attributes
*The TLS endpoint is only used if Server Based Application was selected during the App Registration process.
STEP 2

Pass the oAuth Token and the App key to invoke this endpoint for a particular application.

Account Attributes

getAccountsAttributes

GET

/accounts/attributes

Retrieves client-specific Account Attributes information related to an Account of an investor.
Prod:
https://api.seic.com/v1/accounts/attributes
Query Parameters
Name Description Data Type Required
externalId

Unique business identifier that represents a contact, investor, product, transaction or alternate entity recognized by SEI and a third party system or application.

string

label

Describes the attribute field that is being populated for the Account.

string

value

Describes the value that will be taken for the selected label.

string

explanation

Describes the nature of the certification.

string

limit

Number of records per page (default 25).

integer

Header Parameters
Name Description Data Type Required
Authorization

access_token value obtained from the Token endpoint. This is passed as "Bearer access_token".

string

AppKey

This is the Consumer Key provided during the App Registration process and is used to identify the user's application.

string

HTTP Responses
  • Code
    Description
  • 200

    OK- The request has succeeded and the response has been returned.

  • 400

    Bad request - The server cannot or will not process the request due to an inaccurate request submitted by the client application. Please resubmit the request after making the required corrections indicated in the error response. For more Info on SEI Error Standards please refer to the API Standards FAQ under Support.

  • 401

    Unauthorized - Invalid authentication details have been provided. Also useful to trigger an authorization pop up if the API is used from a browser.

  • 403

    Forbidden-The SEI Server understood the request but refuses to fulfill it.

  • 404

    Not Found- The requested resource or the underlying resource does not exist. Please resubmit the request after making the required corrections

  • 500

    Internal Server Error - The server was unable to fulfill the request due to an unknown condition. Please contact SEI for support. For More Info please refer to the "Response & Errors" FAQ under support.

TEST ENDPOINT
externalId

Unique business identifier that represents a contact, investor, product, transaction or alternate entity recognized by SEI and a third party system or application.

label

Describes the attribute field that is being populated for the Account.

value

Describes the value that will be taken for the selected label.

explanation

Describes the nature of the certification.

limit

Number of records per page (default 25).

Authorization

access_token value obtained from the Token endpoint. This is passed as "Bearer access_token".

AppKey

This is the Consumer Key provided during the App Registration process and is used to identify the user's application.

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...

SAMPLE REQUEST

curl -X GET \
  'https://api.seic.com/v1/accounts/attributes' \
  -H 'Authorization: Bearer ADsgdnnkjnfdIKJN' \
  -H 'AppKey: gsedgaerhDSHGRSH'


REQUEST HEADER

Authorization: Bearer ADsgdnnkjnfdIKJN
AppKey: gsedgaerhDSHGRSH
REQUEST PAYLOAD MODEL
Operations
RESPONSE HEADER

Content-Type: application/json 
Status: 200 OK 
requesttrackingid: 67e1ff68-164f-03ad-0f2d-5cbbfda56ec9


SAMPLE RESPONSE

{
    "data": [
        {
            "externalId": "101230460",
            "label": "AccountToCharge",
            "value": null,
            "explanation": null
        }
    ],
    "paging": {
        "cursors": {
            "before": "111167",
            "after": "111167",
            "max": "111175",
            "last": "111174",
            "resultCount": 1
        },
        "totalCount": 9,
        "limit": 1,
        "previous": null,
        "next": "https://api.seic.com/v1/accounts/attributes?&after=111167&limit=1",
        "self": "https://api.seic.com/v1/accounts/attributes?limit=1",
        "first": "https://api.seic.com/v1/accounts/attributes?limit=1",
        "last": "https://api.seic.com/v1/accounts/attributes?&after=111174&limit=1"
    }
}
MODEL
Operations
Name Description Data Type (L)
externalId

Unique business identifier that represents a contact, investor, product, transaction or alternate entity recognized by SEI and a third party system or application.  Many times the externalId is used to synchronize SEI sourced data with another data source for the same record.

string
label Describes the attribute field that is being populated for the Account. string
value Describes the value that will be taken for the selected label. string
explanation Describes the nature of the certification. string


Account Attributes

getAccountsAttributes

GET

/accounts/attributes

Retrieves client-specific Account Attributes information related to an Account of an investor.
Prod:
https://api.seic.com/v1/accounts/attributes
Query Parameters
Name Description Data Type Required
externalId

Unique business identifier that represents a contact, investor, product, transaction or alternate entity recognized by SEI and a third party system or application.

string

label

Describes the attribute field that is being populated for the Account.

string

value

Describes the value that will be taken for the selected label.

string

explanation

Describes the nature of the certification.

string

limit

Number of records per page (default 25).

integer

Header Parameters
Name Description Data Type Required
Authorization

access_token value obtained from the Token endpoint. This is passed as "Bearer access_token".

string

AppKey

This is the Consumer Key provided during the App Registration process and is used to identify the user's application.

string

HTTP Responses
  • Code
    Description
  • 200

    OK- The request has succeeded and the response has been returned.

  • 400

    Bad request - The server cannot or will not process the request due to an inaccurate request submitted by the client application. Please resubmit the request after making the required corrections indicated in the error response. For more Info on SEI Error Standards please refer to the API Standards FAQ under Support.

  • 401

    Unauthorized - Invalid authentication details have been provided. Also useful to trigger an authorization pop up if the API is used from a browser.

  • 403

    Forbidden-The SEI Server understood the request but refuses to fulfill it.

  • 404

    Not Found- The requested resource or the underlying resource does not exist. Please resubmit the request after making the required corrections

  • 500

    Internal Server Error - The server was unable to fulfill the request due to an unknown condition. Please contact SEI for support. For More Info please refer to the "Response & Errors" FAQ under support.

TEST ENDPOINT
externalId

Unique business identifier that represents a contact, investor, product, transaction or alternate entity recognized by SEI and a third party system or application.

label

Describes the attribute field that is being populated for the Account.

value

Describes the value that will be taken for the selected label.

explanation

Describes the nature of the certification.

limit

Number of records per page (default 25).

Authorization

access_token value obtained from the Token endpoint. This is passed as "Bearer access_token".

AppKey

This is the Consumer Key provided during the App Registration process and is used to identify the user's application.

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...

Account Attributes

getAccountsAttributes

GET

/accounts/attributes

Retrieves client-specific Account Attributes information related to an Account of an investor.
Prod:
https://api.seic.com/v1/accounts/attributes
Query Parameters
Name Description Data Type Required
externalId

Unique business identifier that represents a contact, investor, product, transaction or alternate entity recognized by SEI and a third party system or application.

string

label

Describes the attribute field that is being populated for the Account.

string

value

Describes the value that will be taken for the selected label.

string

explanation

Describes the nature of the certification.

string

limit

Number of records per page (default 25).

integer

Header Parameters
Name Description Data Type Required
Authorization

access_token value obtained from the Token endpoint. This is passed as "Bearer access_token".

string

AppKey

This is the Consumer Key provided during the App Registration process and is used to identify the user's application.

string

HTTP Responses
  • Code
    Description
  • 200

    OK- The request has succeeded and the response has been returned.

  • 400

    Bad request - The server cannot or will not process the request due to an inaccurate request submitted by the client application. Please resubmit the request after making the required corrections indicated in the error response. For more Info on SEI Error Standards please refer to the API Standards FAQ under Support.

  • 401

    Unauthorized - Invalid authentication details have been provided. Also useful to trigger an authorization pop up if the API is used from a browser.

  • 403

    Forbidden-The SEI Server understood the request but refuses to fulfill it.

  • 404

    Not Found- The requested resource or the underlying resource does not exist. Please resubmit the request after making the required corrections

  • 500

    Internal Server Error - The server was unable to fulfill the request due to an unknown condition. Please contact SEI for support. For More Info please refer to the "Response & Errors" FAQ under support.

TEST ENDPOINT
externalId

Unique business identifier that represents a contact, investor, product, transaction or alternate entity recognized by SEI and a third party system or application.

label

Describes the attribute field that is being populated for the Account.

value

Describes the value that will be taken for the selected label.

explanation

Describes the nature of the certification.

limit

Number of records per page (default 25).

Authorization

access_token value obtained from the Token endpoint. This is passed as "Bearer access_token".

AppKey

This is the Consumer Key provided during the App Registration process and is used to identify the user's application.

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...

Test: https://test.api.seic.com/v1/accounts/attributes
TLS*: https://mtls.api.seic.com/v1/accounts/attributes
*The TLS endpoint is only used if Server Based Application was selected during the App Registration process.
STEP 1



STEP 2

Pass the oAuth Token and the App key to invoke this endpoint for a particular application.

Account Attributes

getAccountsAttributes

GET

/accounts/attributes

Retrieves client-specific Account Attributes information related to an Account of an investor.
Prod:
https://api.seic.com/v1/accounts/attributes
Query Parameters
Name Description Data Type Required
externalId

Unique business identifier that represents a contact, investor, product, transaction or alternate entity recognized by SEI and a third party system or application.

string

label

Describes the attribute field that is being populated for the Account.

string

value

Describes the value that will be taken for the selected label.

string

explanation

Describes the nature of the certification.

string

limit

Number of records per page (default 25).

integer

Header Parameters
Name Description Data Type Required
Authorization

access_token value obtained from the Token endpoint. This is passed as "Bearer access_token".

string

AppKey

This is the Consumer Key provided during the App Registration process and is used to identify the user's application.

string

HTTP Responses
  • Code
    Description
  • 200

    OK- The request has succeeded and the response has been returned.

  • 400

    Bad request - The server cannot or will not process the request due to an inaccurate request submitted by the client application. Please resubmit the request after making the required corrections indicated in the error response. For more Info on SEI Error Standards please refer to the API Standards FAQ under Support.

  • 401

    Unauthorized - Invalid authentication details have been provided. Also useful to trigger an authorization pop up if the API is used from a browser.

  • 403

    Forbidden-The SEI Server understood the request but refuses to fulfill it.

  • 404

    Not Found- The requested resource or the underlying resource does not exist. Please resubmit the request after making the required corrections

  • 500

    Internal Server Error - The server was unable to fulfill the request due to an unknown condition. Please contact SEI for support. For More Info please refer to the "Response & Errors" FAQ under support.

TEST ENDPOINT
externalId

Unique business identifier that represents a contact, investor, product, transaction or alternate entity recognized by SEI and a third party system or application.

label

Describes the attribute field that is being populated for the Account.

value

Describes the value that will be taken for the selected label.

explanation

Describes the nature of the certification.

limit

Number of records per page (default 25).

Authorization

access_token value obtained from the Token endpoint. This is passed as "Bearer access_token".

AppKey

This is the Consumer Key provided during the App Registration process and is used to identify the user's application.

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...

SAMPLE REQUEST

curl -X GET \
  'https://api.seic.com/v1/accounts/attributes' \
  -H 'Authorization: Bearer ADsgdnnkjnfdIKJN' \
  -H 'AppKey: gsedgaerhDSHGRSH'


REQUEST HEADER

Authorization: Bearer ADsgdnnkjnfdIKJN
AppKey: gsedgaerhDSHGRSH
REQUEST PAYLOAD MODEL
Operations
RESPONSE HEADER

Content-Type: application/json 
Status: 200 OK 
requesttrackingid: 67e1ff68-164f-03ad-0f2d-5cbbfda56ec9


SAMPLE RESPONSE

{
    "data": [
        {
            "externalId": "101230460",
            "label": "AccountToCharge",
            "value": null,
            "explanation": null
        }
    ],
    "paging": {
        "cursors": {
            "before": "111167",
            "after": "111167",
            "max": "111175",
            "last": "111174",
            "resultCount": 1
        },
        "totalCount": 9,
        "limit": 1,
        "previous": null,
        "next": "https://api.seic.com/v1/accounts/attributes?&after=111167&limit=1",
        "self": "https://api.seic.com/v1/accounts/attributes?limit=1",
        "first": "https://api.seic.com/v1/accounts/attributes?limit=1",
        "last": "https://api.seic.com/v1/accounts/attributes?&after=111174&limit=1"
    }
}
MODEL
Operations
Name Description Data Type (L)
externalId

Unique business identifier that represents a contact, investor, product, transaction or alternate entity recognized by SEI and a third party system or application.  Many times the externalId is used to synchronize SEI sourced data with another data source for the same record.

string
label Describes the attribute field that is being populated for the Account. string
value Describes the value that will be taken for the selected label. string
explanation Describes the nature of the certification. string


Account Attributes

getAccountsAttributes

GET

/accounts/attributes

Retrieves client-specific Account Attributes information related to an Account of an investor.
Prod:
https://api.seic.com/v1/accounts/attributes
Query Parameters
Name Description Data Type Required
externalId

Unique business identifier that represents a contact, investor, product, transaction or alternate entity recognized by SEI and a third party system or application.

string

label

Describes the attribute field that is being populated for the Account.

string

value

Describes the value that will be taken for the selected label.

string

explanation

Describes the nature of the certification.

string

limit

Number of records per page (default 25).

integer

Header Parameters
Name Description Data Type Required
Authorization

access_token value obtained from the Token endpoint. This is passed as "Bearer access_token".

string

AppKey

This is the Consumer Key provided during the App Registration process and is used to identify the user's application.

string

HTTP Responses
  • Code
    Description
  • 200

    OK- The request has succeeded and the response has been returned.

  • 400

    Bad request - The server cannot or will not process the request due to an inaccurate request submitted by the client application. Please resubmit the request after making the required corrections indicated in the error response. For more Info on SEI Error Standards please refer to the API Standards FAQ under Support.

  • 401

    Unauthorized - Invalid authentication details have been provided. Also useful to trigger an authorization pop up if the API is used from a browser.

  • 403

    Forbidden-The SEI Server understood the request but refuses to fulfill it.

  • 404

    Not Found- The requested resource or the underlying resource does not exist. Please resubmit the request after making the required corrections

  • 500

    Internal Server Error - The server was unable to fulfill the request due to an unknown condition. Please contact SEI for support. For More Info please refer to the "Response & Errors" FAQ under support.

TEST ENDPOINT
externalId

Unique business identifier that represents a contact, investor, product, transaction or alternate entity recognized by SEI and a third party system or application.

label

Describes the attribute field that is being populated for the Account.

value

Describes the value that will be taken for the selected label.

explanation

Describes the nature of the certification.

limit

Number of records per page (default 25).

Authorization

access_token value obtained from the Token endpoint. This is passed as "Bearer access_token".

AppKey

This is the Consumer Key provided during the App Registration process and is used to identify the user's application.

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...