Metadata

metadata

GET

/metadata

Returns a contact name and primary email address for a particular contact or list of contacts.

Prod:
https://api.seic.com/v2/contacts/metadata
Query Parameters
Name Description Data Type Required
externalId

The client specific or external identifier that represents the product, fund, contact, investor, 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 records.

string

alternateId

Alternate identifier. Typically used when integrating between systems.

string

changeStartDate

Last change start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

changeEndDate

Last change end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

createStartDate

Created start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

createEndDate

Created end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

limit

The pageSize or number of records returned per page

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

primaryEmail

Primary email for the contact. A contact may have none, one or up to four email addresses. If multiple exist, only one email can be primary. Primary email is used for Investor Dashboard access if applicable.A full or partial email is accepted as a request parameter.

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

The client specific or external identifier that represents the product, fund, contact, investor, 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 records.

alternateId

Alternate identifier. Typically used when integrating between systems.

changeStartDate

Last change start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

changeEndDate

Last change end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

createStartDate

Created start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

createEndDate

Created end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

limit

The pageSize or number of records returned per page

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.

primaryEmail

Primary email for the contact. A contact may have none, one or up to four email addresses. If multiple exist, only one email can be primary. Primary email is used for Investor Dashboard access if applicable.A full or partial email is accepted as a request parameter.

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...

Metadata

metadata

GET

/metadata

Returns a contact name and primary email address for a particular contact or list of contacts.

Prod:
https://api.seic.com/v2/contacts/metadata
Query Parameters
Name Description Data Type Required
externalId

The client specific or external identifier that represents the product, fund, contact, investor, 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 records.

string

alternateId

Alternate identifier. Typically used when integrating between systems.

string

changeStartDate

Last change start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

changeEndDate

Last change end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

createStartDate

Created start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

createEndDate

Created end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

limit

The pageSize or number of records returned per page

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

primaryEmail

Primary email for the contact. A contact may have none, one or up to four email addresses. If multiple exist, only one email can be primary. Primary email is used for Investor Dashboard access if applicable.A full or partial email is accepted as a request parameter.

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

The client specific or external identifier that represents the product, fund, contact, investor, 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 records.

alternateId

Alternate identifier. Typically used when integrating between systems.

changeStartDate

Last change start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

changeEndDate

Last change end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

createStartDate

Created start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

createEndDate

Created end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

limit

The pageSize or number of records returned per page

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.

primaryEmail

Primary email for the contact. A contact may have none, one or up to four email addresses. If multiple exist, only one email can be primary. Primary email is used for Investor Dashboard access if applicable.A full or partial email is accepted as a request parameter.

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...

Test: https://test.api.seic.com/v2/contacts/metadata
TLS*: https://mtls.api.seic.com/v2/contacts/metadata
*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.

Metadata

metadata

GET

/metadata

Returns a contact name and primary email address for a particular contact or list of contacts.

Prod:
https://api.seic.com/v2/contacts/metadata
Query Parameters
Name Description Data Type Required
externalId

The client specific or external identifier that represents the product, fund, contact, investor, 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 records.

string

alternateId

Alternate identifier. Typically used when integrating between systems.

string

changeStartDate

Last change start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

changeEndDate

Last change end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

createStartDate

Created start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

createEndDate

Created end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

limit

The pageSize or number of records returned per page

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

primaryEmail

Primary email for the contact. A contact may have none, one or up to four email addresses. If multiple exist, only one email can be primary. Primary email is used for Investor Dashboard access if applicable.A full or partial email is accepted as a request parameter.

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

The client specific or external identifier that represents the product, fund, contact, investor, 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 records.

alternateId

Alternate identifier. Typically used when integrating between systems.

changeStartDate

Last change start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

changeEndDate

Last change end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

createStartDate

Created start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

createEndDate

Created end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

limit

The pageSize or number of records returned per page

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.

primaryEmail

Primary email for the contact. A contact may have none, one or up to four email addresses. If multiple exist, only one email can be primary. Primary email is used for Investor Dashboard access if applicable.A full or partial email is accepted as a request parameter.

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...

SAMPLE REQUEST

 curl -X GET \
   https://api.seic.com/v2/contacts/metadata?externalId=ip1 \
  -H 'appkey: gsedgaerhDSHGRSH' \
  -H 'authorization: Bearer ADsgdnnkjnfdIKJN' \


REQUEST HEADER

Authorization: Bearer ADsgdnnkjnfdIKJN
AppKey: gsedgaerhDSHGRSH
RESPONSE HEADER

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


SAMPLE RESPONSE

{
    "data": [
        {
            "externalId": "ip1",
            "alternateId": "001x4291020",
            "fullName": "John Jameson",
            "primaryEmail": "dnel@seic.com",
            "primary": true,
            "emailType": "Personal",
            "changeDate": "2019-08-15T11:58:27.03",
            "createDate": "2014-04-24T22:58:11",
            "links": [
                {
                    "rel": "contactDemographics",
                    "href": "https://test.api.seic.com/v2/contacts/demographics?firmId=9999&externalId=ip1&validateRequest=false"
                },
                {
                    "rel": "contactRelationships",
                    "href": "https://test.api.seic.com/v2/contacts/relationships?firmId=9999&externalId=ip1&validateRequest=false"
                }
            ]
        }
    ],
    "paging": {
        "cursors": {
            "before": "NzE1MQ==",
            "after": "NzE1MQ==",
            "max": "NzE1MQ==",
            "last": null,
            "resultCount": 1
        },
        "totalCount": 1,
        "limit": 25,
        "previous": null,
        "next": null,
        "self": "https://test.api.seic.com/v2/contacts/metadata?externalId=ip1",
        "first": "https://test.api.seic.com/v2/contacts/metadata?externalId=ip1&limit=25",
        "last": null
    }
}
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
alternateId

Alternate identifier. This is a secondary identifier typically used when integrating between systems. Use of this field is optional.

string (100)
fullName

The full legal name of the investor,manager or contact or any other entity represented by the object grouping of the field in the JSON response structure.

string
primaryEmail

Primary email for the contact. A contact may have none, one or up to four email addresses. If multiple exist, only one email can be primary. Primary email is used for Investor Dashboard access (if applicable).

string
primary

Indicates that the email is the primary email if there is more than one.

boolean
emailType

Indicates the type of email. A full list of email types can be obtained through the Lists API.

string
changeDate

Latest date the entity relevant to the API was modified. Date is in ISO 8601 format YYYY-MM-DD. Datetime is Eastern Standard Time (EST).

string
createDate

Initial create timestamp for the record. Datetime is Eastern Standard Time (EST).

string
links

Embedded URLs in responses that allow for easier navigation.

array
rel

The name of a link returned by the href URL. This is immutable.

string
href

Fully configured URL to obtain more information regarding an entity. Allows for easier navigation across products. These links should not be cached.

string


Metadata

metadata

GET

/metadata

Returns a contact name and primary email address for a particular contact or list of contacts.

Prod:
https://api.seic.com/v2/contacts/metadata
Query Parameters
Name Description Data Type Required
externalId

The client specific or external identifier that represents the product, fund, contact, investor, 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 records.

string

alternateId

Alternate identifier. Typically used when integrating between systems.

string

changeStartDate

Last change start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

changeEndDate

Last change end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

createStartDate

Created start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

createEndDate

Created end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

limit

The pageSize or number of records returned per page

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

primaryEmail

Primary email for the contact. A contact may have none, one or up to four email addresses. If multiple exist, only one email can be primary. Primary email is used for Investor Dashboard access if applicable.A full or partial email is accepted as a request parameter.

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

The client specific or external identifier that represents the product, fund, contact, investor, 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 records.

alternateId

Alternate identifier. Typically used when integrating between systems.

changeStartDate

Last change start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

changeEndDate

Last change end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

createStartDate

Created start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

createEndDate

Created end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

limit

The pageSize or number of records returned per page

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.

primaryEmail

Primary email for the contact. A contact may have none, one or up to four email addresses. If multiple exist, only one email can be primary. Primary email is used for Investor Dashboard access if applicable.A full or partial email is accepted as a request parameter.

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...

Metadata

metadata

GET

/metadata

Returns a contact name and primary email address for a particular contact or list of contacts.

Prod:
https://api.seic.com/v2/contacts/metadata
Query Parameters
Name Description Data Type Required
externalId

The client specific or external identifier that represents the product, fund, contact, investor, 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 records.

string

alternateId

Alternate identifier. Typically used when integrating between systems.

string

changeStartDate

Last change start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

changeEndDate

Last change end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

createStartDate

Created start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

createEndDate

Created end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

limit

The pageSize or number of records returned per page

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

primaryEmail

Primary email for the contact. A contact may have none, one or up to four email addresses. If multiple exist, only one email can be primary. Primary email is used for Investor Dashboard access if applicable.A full or partial email is accepted as a request parameter.

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

The client specific or external identifier that represents the product, fund, contact, investor, 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 records.

alternateId

Alternate identifier. Typically used when integrating between systems.

changeStartDate

Last change start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

changeEndDate

Last change end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

createStartDate

Created start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

createEndDate

Created end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

limit

The pageSize or number of records returned per page

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.

primaryEmail

Primary email for the contact. A contact may have none, one or up to four email addresses. If multiple exist, only one email can be primary. Primary email is used for Investor Dashboard access if applicable.A full or partial email is accepted as a request parameter.

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...

Test: https://test.api.seic.com/v2/contacts/metadata
TLS*: https://mtls.api.seic.com/v2/contacts/metadata
*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.

Metadata

metadata

GET

/metadata

Returns a contact name and primary email address for a particular contact or list of contacts.

Prod:
https://api.seic.com/v2/contacts/metadata
Query Parameters
Name Description Data Type Required
externalId

The client specific or external identifier that represents the product, fund, contact, investor, 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 records.

string

alternateId

Alternate identifier. Typically used when integrating between systems.

string

changeStartDate

Last change start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

changeEndDate

Last change end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

createStartDate

Created start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

createEndDate

Created end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

limit

The pageSize or number of records returned per page

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

primaryEmail

Primary email for the contact. A contact may have none, one or up to four email addresses. If multiple exist, only one email can be primary. Primary email is used for Investor Dashboard access if applicable.A full or partial email is accepted as a request parameter.

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

The client specific or external identifier that represents the product, fund, contact, investor, 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 records.

alternateId

Alternate identifier. Typically used when integrating between systems.

changeStartDate

Last change start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

changeEndDate

Last change end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

createStartDate

Created start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

createEndDate

Created end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

limit

The pageSize or number of records returned per page

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.

primaryEmail

Primary email for the contact. A contact may have none, one or up to four email addresses. If multiple exist, only one email can be primary. Primary email is used for Investor Dashboard access if applicable.A full or partial email is accepted as a request parameter.

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...

SAMPLE REQUEST

 curl -X GET \
   https://api.seic.com/v2/contacts/metadata?externalId=ip1 \
  -H 'appkey: gsedgaerhDSHGRSH' \
  -H 'authorization: Bearer ADsgdnnkjnfdIKJN' \


REQUEST HEADER

Authorization: Bearer ADsgdnnkjnfdIKJN
AppKey: gsedgaerhDSHGRSH
RESPONSE HEADER

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


SAMPLE RESPONSE

{
    "data": [
        {
            "externalId": "ip1",
            "alternateId": "001x4291020",
            "fullName": "John Jameson",
            "primaryEmail": "dnel@seic.com",
            "primary": true,
            "emailType": "Personal",
            "changeDate": "2019-08-15T11:58:27.03",
            "createDate": "2014-04-24T22:58:11",
            "links": [
                {
                    "rel": "contactDemographics",
                    "href": "https://test.api.seic.com/v2/contacts/demographics?firmId=9999&externalId=ip1&validateRequest=false"
                },
                {
                    "rel": "contactRelationships",
                    "href": "https://test.api.seic.com/v2/contacts/relationships?firmId=9999&externalId=ip1&validateRequest=false"
                }
            ]
        }
    ],
    "paging": {
        "cursors": {
            "before": "NzE1MQ==",
            "after": "NzE1MQ==",
            "max": "NzE1MQ==",
            "last": null,
            "resultCount": 1
        },
        "totalCount": 1,
        "limit": 25,
        "previous": null,
        "next": null,
        "self": "https://test.api.seic.com/v2/contacts/metadata?externalId=ip1",
        "first": "https://test.api.seic.com/v2/contacts/metadata?externalId=ip1&limit=25",
        "last": null
    }
}
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
alternateId

Alternate identifier. This is a secondary identifier typically used when integrating between systems. Use of this field is optional.

string (100)
fullName

The full legal name of the investor,manager or contact or any other entity represented by the object grouping of the field in the JSON response structure.

string
primaryEmail

Primary email for the contact. A contact may have none, one or up to four email addresses. If multiple exist, only one email can be primary. Primary email is used for Investor Dashboard access (if applicable).

string
primary

Indicates that the email is the primary email if there is more than one.

boolean
emailType

Indicates the type of email. A full list of email types can be obtained through the Lists API.

string
changeDate

Latest date the entity relevant to the API was modified. Date is in ISO 8601 format YYYY-MM-DD. Datetime is Eastern Standard Time (EST).

string
createDate

Initial create timestamp for the record. Datetime is Eastern Standard Time (EST).

string
links

Embedded URLs in responses that allow for easier navigation.

array
rel

The name of a link returned by the href URL. This is immutable.

string
href

Fully configured URL to obtain more information regarding an entity. Allows for easier navigation across products. These links should not be cached.

string


Metadata

metadata

GET

/metadata

Returns a contact name and primary email address for a particular contact or list of contacts.

Prod:
https://api.seic.com/v2/contacts/metadata
Query Parameters
Name Description Data Type Required
externalId

The client specific or external identifier that represents the product, fund, contact, investor, 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 records.

string

alternateId

Alternate identifier. Typically used when integrating between systems.

string

changeStartDate

Last change start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

changeEndDate

Last change end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

createStartDate

Created start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

createEndDate

Created end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

limit

The pageSize or number of records returned per page

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

primaryEmail

Primary email for the contact. A contact may have none, one or up to four email addresses. If multiple exist, only one email can be primary. Primary email is used for Investor Dashboard access if applicable.A full or partial email is accepted as a request parameter.

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

The client specific or external identifier that represents the product, fund, contact, investor, 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 records.

alternateId

Alternate identifier. Typically used when integrating between systems.

changeStartDate

Last change start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

changeEndDate

Last change end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

createStartDate

Created start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

createEndDate

Created end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

limit

The pageSize or number of records returned per page

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.

primaryEmail

Primary email for the contact. A contact may have none, one or up to four email addresses. If multiple exist, only one email can be primary. Primary email is used for Investor Dashboard access if applicable.A full or partial email is accepted as a request parameter.

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...