SEI Developer Portal | Account Attributes

Account Attributes

POST

/accounts/attributes

Creates an Account Attribute for the desired Account of an investor.

Prod:

https://api.seic.com/v1/accounts/attributes

Header Parameters

Name	Description	Data Type
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
content-type	Request content type. The valid values are application/xxx-form-url encoded.	string

Body Parameters

Name	Description	Data Type	Required
requestPayload		object

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

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.
content-type	Request content type. The valid values are application/xxx-form-url encoded.

requestPayload

Request Body

Value
Schema

HTTP Basic

Set...

OAuth 2.0

Set...

API Key

Set...

Working...

Account Attributes

POST

/accounts/attributes

Creates an Account Attribute for the desired Account of an investor.

Prod:

https://api.seic.com/v1/accounts/attributes

Header Parameters

Name	Description	Data Type
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
content-type	Request content type. The valid values are application/xxx-form-url encoded.	string

Body Parameters

Name	Description	Data Type	Required
requestPayload		object

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

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.
content-type	Request content type. The valid values are application/xxx-form-url encoded.

requestPayload

Request Body

Value
Schema

HTTP Basic

Set...

OAuth 2.0

Set...

API Key

Set...

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

POST

/accounts/attributes

Creates an Account Attribute for the desired Account of an investor.

Prod:

https://api.seic.com/v1/accounts/attributes

Header Parameters

Name	Description	Data Type
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
content-type	Request content type. The valid values are application/xxx-form-url encoded.	string

Body Parameters

Name	Description	Data Type	Required
requestPayload		object

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

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.
content-type	Request content type. The valid values are application/xxx-form-url encoded.

requestPayload

Request Body

Value
Schema

HTTP Basic

Set...

OAuth 2.0

Set...

API Key

Set...

Working...

SAMPLE REQUEST

Required Payload:

curl -X POST \
'https://api.seic.com/v1/accounts/attributes' \
--header 'Authorization: Bearer ADsgdnnkjnfdIKJN' \
--header 'AppKey: gsedgaerhDSHGRSH' \
--header 'Content-Type: application/json' \
--data-raw '{
    "externalId": "test",
    "attributes": [
        {
            "name": "LineOfCreditAccountNumber",
            "value": "true"
        }
    ]
}'

Complete Payload:

curl -X POST \
'https://api.seic.com/v1/accounts/attributes' \
--header 'Authorization: Bearer ADsgdnnkjnfdIKJN' \
--header 'AppKey: gsedgaerhDSHGRSH' \  
--header 'Content-Type: application/json' \
--data-raw '{
        "externalId": "test01",
        "attributes": [
            {
                "name": "LineOfCreditAccountNumber",
                "value": "true",
                "explanation":null,
                "fieldsToNull":[""]
            }
        ]
}'

REQUEST HEADER

Authorization: Bearer ADsgdnnkjnfdIKJN
AppKey: gsedgaerhDSHGRSH

REQUEST PAYLOAD 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
attributeName	A characteristic that further defines the contact's relationship to the investor in a system consumable format, typically the attribute display name without spaces.	string
attributeValue	For a contact relationship, defines whether the attributeName is ‘true’ or ‘false’, e.g., if the contact relationship is acting in an authorized signer capacity, then the attributeName is ‘authorized signer’ and the attributeValue is ‘true’. When the relationship is no longer acting in that capacity, then the attributeValue would be ‘false’.	string
explanation	Describes the nature of the certification.	string

RESPONSE HEADER

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

SAMPLE RESPONSE

{
  "data": {
    "jobStatusQueryKey": "AbCxMTAxJDAzLzEwLzIwMjEgMDI6MDE6MDA="
  }
}

MODEL

Operations

	Name	Description	Data Type (L)
	jobStatusQueryKey	The identifier returned to acknowledge a request has been submitted and is being processed. This identifier can typically be used with another API to get the current status of the request.	string

Account Attributes

POST

/accounts/attributes

Creates an Account Attribute for the desired Account of an investor.

Prod:

https://api.seic.com/v1/accounts/attributes

Header Parameters

Name	Description	Data Type
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
content-type	Request content type. The valid values are application/xxx-form-url encoded.	string

Body Parameters

Name	Description	Data Type	Required
requestPayload		object

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

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.
content-type	Request content type. The valid values are application/xxx-form-url encoded.

requestPayload

Request Body

Value
Schema

HTTP Basic

Set...

OAuth 2.0

Set...

API Key

Set...

Working...

Account Attributes

POST

/accounts/attributes

Creates an Account Attribute for the desired Account of an investor.

Prod:

https://api.seic.com/v1/accounts/attributes

Header Parameters

Name	Description	Data Type
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
content-type	Request content type. The valid values are application/xxx-form-url encoded.	string

Body Parameters

Name	Description	Data Type	Required
requestPayload		object

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

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.
content-type	Request content type. The valid values are application/xxx-form-url encoded.

requestPayload

Request Body

Value
Schema

HTTP Basic

Set...

OAuth 2.0

Set...

API Key

Set...

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

oAuthToken

POST

STEP 2

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

Account Attributes

POST

/accounts/attributes

Creates an Account Attribute for the desired Account of an investor.

Prod:

https://api.seic.com/v1/accounts/attributes

Header Parameters

Name	Description	Data Type
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
content-type	Request content type. The valid values are application/xxx-form-url encoded.	string

Body Parameters

Name	Description	Data Type	Required
requestPayload		object

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

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.
content-type	Request content type. The valid values are application/xxx-form-url encoded.

requestPayload

Request Body

Value
Schema

HTTP Basic

Set...

OAuth 2.0

Set...

API Key

Set...

Working...

SAMPLE REQUEST

Required Payload:

curl -X POST \
'https://api.seic.com/v1/accounts/attributes' \
--header 'Authorization: Bearer ADsgdnnkjnfdIKJN' \
--header 'AppKey: gsedgaerhDSHGRSH' \
--header 'Content-Type: application/json' \
--data-raw '{
    "externalId": "test",
    "attributes": [
        {
            "name": "LineOfCreditAccountNumber",
            "value": "true"
        }
    ]
}'

Complete Payload:

curl -X POST \
'https://api.seic.com/v1/accounts/attributes' \
--header 'Authorization: Bearer ADsgdnnkjnfdIKJN' \
--header 'AppKey: gsedgaerhDSHGRSH' \  
--header 'Content-Type: application/json' \
--data-raw '{
        "externalId": "test01",
        "attributes": [
            {
                "name": "LineOfCreditAccountNumber",
                "value": "true",
                "explanation":null,
                "fieldsToNull":[""]
            }
        ]
}'

REQUEST HEADER

Authorization: Bearer ADsgdnnkjnfdIKJN
AppKey: gsedgaerhDSHGRSH

REQUEST PAYLOAD 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
attributeName	A characteristic that further defines the contact's relationship to the investor in a system consumable format, typically the attribute display name without spaces.	string
attributeValue	For a contact relationship, defines whether the attributeName is ‘true’ or ‘false’, e.g., if the contact relationship is acting in an authorized signer capacity, then the attributeName is ‘authorized signer’ and the attributeValue is ‘true’. When the relationship is no longer acting in that capacity, then the attributeValue would be ‘false’.	string
explanation	Describes the nature of the certification.	string

RESPONSE HEADER

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

SAMPLE RESPONSE

{
  "data": {
    "jobStatusQueryKey": "AbCxMTAxJDAzLzEwLzIwMjEgMDI6MDE6MDA="
  }
}

MODEL

Operations

	Name	Description	Data Type (L)
	jobStatusQueryKey	The identifier returned to acknowledge a request has been submitted and is being processed. This identifier can typically be used with another API to get the current status of the request.	string

Account Attributes

POST

/accounts/attributes

Creates an Account Attribute for the desired Account of an investor.

Prod:

https://api.seic.com/v1/accounts/attributes

Header Parameters

Name	Description	Data Type
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
content-type	Request content type. The valid values are application/xxx-form-url encoded.	string

Body Parameters

Name	Description	Data Type	Required
requestPayload		object

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

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.
content-type	Request content type. The valid values are application/xxx-form-url encoded.

requestPayload

Request Body

Value
Schema

HTTP Basic

Set...

OAuth 2.0

Set...

API Key

Set...

Working...