Metadata

Metadata

Set Admin Credentials...
endclients

GET

/endclients/metadata

Prod:
https://api.seic.com/v1/endclients/metadata
Query Parameters
Name Description Data Type Required
firstName

The first name for the financial advisor, investor, manager, contact or third party

string

middleName

Middle name for Third Party

string

lastName

The last name for the financial advisor, investor, manager, contact or third party

string

prefix

Prefix for a Third Party where Third Party is an Individual. Value for Prefix: Mr., Mrs., Ms., Dr.

string

suffix

Suffix for a Third Party where Third Party is an Individual.Value for Suffix: Jr., Sr., Esq.

string

classification

Identifies whether the investor is an individual or entity.

string

endClientName

string

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

active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced nor expected to be referenced on a regular basis.

boolean

prospect

Indicates if the end client is a prospect

boolean

prospectStatus

Indicates the status of the Prospect

string

changeStartDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).

string

changeEndDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).

string

createStartDate

Last change start date for the record in ISO 8601 UTC format. Can be used to target records modified on, since or between specified datetime. Date only can be accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).

string

createEndDate

Create end date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records created on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).

string

systemIdName

Name of the field from external system.

string

systemIdValue

Value of the field from external system.

string

limit

Number of records 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

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
firstName

The first name for the financial advisor, investor, manager, contact or third party
middleName

Middle name for Third Party

lastName

The last name for the financial advisor, investor, manager, contact or third party
prefix

Prefix for a Third Party where Third Party is an Individual. Value for Prefix: Mr., Mrs., Ms., Dr.
suffix

Suffix for a Third Party where Third Party is an Individual.Value for Suffix: Jr., Sr., Esq.
classification

Identifies whether the investor is an individual or entity.
endClientName

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.
active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced nor expected to be referenced on a regular basis.
prospect

Indicates if the end client is a prospect
prospectStatus

Indicates the status of the Prospect
changeStartDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).
changeEndDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).
createStartDate

Last change start date for the record in ISO 8601 UTC format. Can be used to target records modified on, since or between specified datetime. Date only can be accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).
createEndDate

Create end date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records created on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).
systemIdName

Name of the field from external system.
systemIdValue

Value of the field from external system.
limit

Number of records 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

Request Body

HTTP Basic

Set...

OAuth 2.0

Set...

API Key

Set...

Working...

Metadata

Set Admin Credentials...
endclients

GET

/endclients/metadata

Prod:
https://api.seic.com/v1/endclients/metadata
Query Parameters
Name Description Data Type Required
firstName

The first name for the financial advisor, investor, manager, contact or third party

string

middleName

Middle name for Third Party

string

lastName

The last name for the financial advisor, investor, manager, contact or third party

string

prefix

Prefix for a Third Party where Third Party is an Individual. Value for Prefix: Mr., Mrs., Ms., Dr.

string

suffix

Suffix for a Third Party where Third Party is an Individual.Value for Suffix: Jr., Sr., Esq.

string

classification

Identifies whether the investor is an individual or entity.

string

endClientName

string

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

active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced nor expected to be referenced on a regular basis.

boolean

prospect

Indicates if the end client is a prospect

boolean

prospectStatus

Indicates the status of the Prospect

string

changeStartDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).

string

changeEndDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).

string

createStartDate

Last change start date for the record in ISO 8601 UTC format. Can be used to target records modified on, since or between specified datetime. Date only can be accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).

string

createEndDate

Create end date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records created on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).

string

systemIdName

Name of the field from external system.

string

systemIdValue

Value of the field from external system.

string

limit

Number of records 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

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
firstName

The first name for the financial advisor, investor, manager, contact or third party
middleName

Middle name for Third Party

lastName

The last name for the financial advisor, investor, manager, contact or third party
prefix

Prefix for a Third Party where Third Party is an Individual. Value for Prefix: Mr., Mrs., Ms., Dr.
suffix

Suffix for a Third Party where Third Party is an Individual.Value for Suffix: Jr., Sr., Esq.
classification

Identifies whether the investor is an individual or entity.
endClientName

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.
active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced nor expected to be referenced on a regular basis.
prospect

Indicates if the end client is a prospect
prospectStatus

Indicates the status of the Prospect
changeStartDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).
changeEndDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).
createStartDate

Last change start date for the record in ISO 8601 UTC format. Can be used to target records modified on, since or between specified datetime. Date only can be accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).
createEndDate

Create end date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records created on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).
systemIdName

Name of the field from external system.
systemIdValue

Value of the field from external system.
limit

Number of records 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

Request Body

HTTP Basic

Set...

OAuth 2.0

Set...

API Key

Set...

Working...
Test: https://test.api.seic.com/v1/endclients/metadata
TLS*: https://mtls.api.seic.com/v1/endclients/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

Set Admin Credentials...
endclients

GET

/endclients/metadata

Prod:
https://api.seic.com/v1/endclients/metadata
Query Parameters
Name Description Data Type Required
firstName

The first name for the financial advisor, investor, manager, contact or third party

string

middleName

Middle name for Third Party

string

lastName

The last name for the financial advisor, investor, manager, contact or third party

string

prefix

Prefix for a Third Party where Third Party is an Individual. Value for Prefix: Mr., Mrs., Ms., Dr.

string

suffix

Suffix for a Third Party where Third Party is an Individual.Value for Suffix: Jr., Sr., Esq.

string

classification

Identifies whether the investor is an individual or entity.

string

endClientName

string

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

active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced nor expected to be referenced on a regular basis.

boolean

prospect

Indicates if the end client is a prospect

boolean

prospectStatus

Indicates the status of the Prospect

string

changeStartDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).

string

changeEndDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).

string

createStartDate

Last change start date for the record in ISO 8601 UTC format. Can be used to target records modified on, since or between specified datetime. Date only can be accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).

string

createEndDate

Create end date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records created on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).

string

systemIdName

Name of the field from external system.

string

systemIdValue

Value of the field from external system.

string

limit

Number of records 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

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
firstName

The first name for the financial advisor, investor, manager, contact or third party
middleName

Middle name for Third Party

lastName

The last name for the financial advisor, investor, manager, contact or third party
prefix

Prefix for a Third Party where Third Party is an Individual. Value for Prefix: Mr., Mrs., Ms., Dr.
suffix

Suffix for a Third Party where Third Party is an Individual.Value for Suffix: Jr., Sr., Esq.
classification

Identifies whether the investor is an individual or entity.
endClientName

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.
active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced nor expected to be referenced on a regular basis.
prospect

Indicates if the end client is a prospect
prospectStatus

Indicates the status of the Prospect
changeStartDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).
changeEndDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).
createStartDate

Last change start date for the record in ISO 8601 UTC format. Can be used to target records modified on, since or between specified datetime. Date only can be accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).
createEndDate

Create end date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records created on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).
systemIdName

Name of the field from external system.
systemIdValue

Value of the field from external system.
limit

Number of records 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

Request Body

HTTP Basic

Set...

OAuth 2.0

Set...

API Key

Set...

Working...
SAMPLE REQUEST

curl -X GET \
  'https://api.seic.com/v1/endclients/metadata' \
  -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": [
    {
      "firstName": "string",
      "middleName": "string",
      "lastName": "string",
      "prefix": "string",
      "suffix": "string",
      "classification": "string",
      "endClientName": "string",
      "externalId": "string",
      "active": true,
      "prospectStatus": "string",
      "prospect": true,
      "createDate": "2021-10-04T15:59:37.125Z",
      "changeDate": "2021-10-04T15:59:37.125Z",
      "systemIdentifier": [
        {
          "name": "string",
          "value": "string"
        }
      ]
    }
  ],
  "paging": {
    "cursors": {
      "before": "string",
      "after": "string",
      "max": "string",
      "last": "string",
      "resultCount": "string"
    },
    "totalCount": 1,
    "limit": 25,
    "first": "https://api.seic.com/v1/endclients/metadata?externalId=IMS-123456&limit=25",
    "last": null,
    "previous": null,
    "next": null,
    "self": "https://api.seic.com/v1/endclients/metadata?externalId=IMS-123456"
  }
}
MODEL
Operations
Name Description Data Type (L)
firstName

The first name for the financial advisor, investor,manager or contact or third party

 string(50)
lastName

The last name for the financial advisor, investor,manager or contact or third party

 string(50)
middleName

Middle name for Third Party 

 string(50)
prefix

Prefix for a Third Party where Third Party is an Individual. Value for Prefix: Mr., Mrs., Ms., Dr.

 string
suffix

Suffix for a Third Party where Third Party is an Individual.Value for Suffix: Jr., Sr., Esq.

 string
classification

Identifies whether the investor is an individual or entity.

 string(30)
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
active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced, or expected to be referenced, on a regular basis.

 boolean
prospectStatusType

Indicates the status of the Prospect.

 string
prospectFlag

Indicates if the Third Party is a Prospect

 boolean
changeDate

Latest date the entity relevant to the API was modified. Datetime is Eastern Standard Time (EST). Date Format is UTC YYYY-MM-DDThh:mm:ss:mmm

 string
createDate

Initial create timestamp for the record. Datetime is Eastern Standard Time (EST). Date Format is UTC YYYY-MM-DDThh:mm:ss:mmm

 string
systemIdName Name of the field from external system. string
systemIdValue Value of the field from external system. string
systemIdentifier Source system unique Product system identifier. varchar
endClient The unique business identifier for the End Client string


Metadata

Set Admin Credentials...
endclients

GET

/endclients/metadata

Prod:
https://api.seic.com/v1/endclients/metadata
Query Parameters
Name Description Data Type Required
firstName

The first name for the financial advisor, investor, manager, contact or third party

string

middleName

Middle name for Third Party

string

lastName

The last name for the financial advisor, investor, manager, contact or third party

string

prefix

Prefix for a Third Party where Third Party is an Individual. Value for Prefix: Mr., Mrs., Ms., Dr.

string

suffix

Suffix for a Third Party where Third Party is an Individual.Value for Suffix: Jr., Sr., Esq.

string

classification

Identifies whether the investor is an individual or entity.

string

endClientName

string

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

active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced nor expected to be referenced on a regular basis.

boolean

prospect

Indicates if the end client is a prospect

boolean

prospectStatus

Indicates the status of the Prospect

string

changeStartDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).

string

changeEndDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).

string

createStartDate

Last change start date for the record in ISO 8601 UTC format. Can be used to target records modified on, since or between specified datetime. Date only can be accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).

string

createEndDate

Create end date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records created on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).

string

systemIdName

Name of the field from external system.

string

systemIdValue

Value of the field from external system.

string

limit

Number of records 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

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
firstName

The first name for the financial advisor, investor, manager, contact or third party
middleName

Middle name for Third Party

lastName

The last name for the financial advisor, investor, manager, contact or third party
prefix

Prefix for a Third Party where Third Party is an Individual. Value for Prefix: Mr., Mrs., Ms., Dr.
suffix

Suffix for a Third Party where Third Party is an Individual.Value for Suffix: Jr., Sr., Esq.
classification

Identifies whether the investor is an individual or entity.
endClientName

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.
active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced nor expected to be referenced on a regular basis.
prospect

Indicates if the end client is a prospect
prospectStatus

Indicates the status of the Prospect
changeStartDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).
changeEndDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).
createStartDate

Last change start date for the record in ISO 8601 UTC format. Can be used to target records modified on, since or between specified datetime. Date only can be accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).
createEndDate

Create end date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records created on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).
systemIdName

Name of the field from external system.
systemIdValue

Value of the field from external system.
limit

Number of records 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

Request Body

HTTP Basic

Set...

OAuth 2.0

Set...

API Key

Set...

Working...

Metadata

Set Admin Credentials...
endclients

GET

/endclients/metadata

Prod:
https://api.seic.com/v1/endclients/metadata
Query Parameters
Name Description Data Type Required
firstName

The first name for the financial advisor, investor, manager, contact or third party

string

middleName

Middle name for Third Party

string

lastName

The last name for the financial advisor, investor, manager, contact or third party

string

prefix

Prefix for a Third Party where Third Party is an Individual. Value for Prefix: Mr., Mrs., Ms., Dr.

string

suffix

Suffix for a Third Party where Third Party is an Individual.Value for Suffix: Jr., Sr., Esq.

string

classification

Identifies whether the investor is an individual or entity.

string

endClientName

string

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

active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced nor expected to be referenced on a regular basis.

boolean

prospect

Indicates if the end client is a prospect

boolean

prospectStatus

Indicates the status of the Prospect

string

changeStartDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).

string

changeEndDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).

string

createStartDate

Last change start date for the record in ISO 8601 UTC format. Can be used to target records modified on, since or between specified datetime. Date only can be accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).

string

createEndDate

Create end date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records created on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).

string

systemIdName

Name of the field from external system.

string

systemIdValue

Value of the field from external system.

string

limit

Number of records 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

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
firstName

The first name for the financial advisor, investor, manager, contact or third party
middleName

Middle name for Third Party

lastName

The last name for the financial advisor, investor, manager, contact or third party
prefix

Prefix for a Third Party where Third Party is an Individual. Value for Prefix: Mr., Mrs., Ms., Dr.
suffix

Suffix for a Third Party where Third Party is an Individual.Value for Suffix: Jr., Sr., Esq.
classification

Identifies whether the investor is an individual or entity.
endClientName

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.
active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced nor expected to be referenced on a regular basis.
prospect

Indicates if the end client is a prospect
prospectStatus

Indicates the status of the Prospect
changeStartDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).
changeEndDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).
createStartDate

Last change start date for the record in ISO 8601 UTC format. Can be used to target records modified on, since or between specified datetime. Date only can be accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).
createEndDate

Create end date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records created on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).
systemIdName

Name of the field from external system.
systemIdValue

Value of the field from external system.
limit

Number of records 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

Request Body

HTTP Basic

Set...

OAuth 2.0

Set...

API Key

Set...

Working...
Test: https://test.api.seic.com/v1/endclients/metadata
TLS*: https://mtls.api.seic.com/v1/endclients/metadata
*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.

Metadata

Set Admin Credentials...
endclients

GET

/endclients/metadata

Prod:
https://api.seic.com/v1/endclients/metadata
Query Parameters
Name Description Data Type Required
firstName

The first name for the financial advisor, investor, manager, contact or third party

string

middleName

Middle name for Third Party

string

lastName

The last name for the financial advisor, investor, manager, contact or third party

string

prefix

Prefix for a Third Party where Third Party is an Individual. Value for Prefix: Mr., Mrs., Ms., Dr.

string

suffix

Suffix for a Third Party where Third Party is an Individual.Value for Suffix: Jr., Sr., Esq.

string

classification

Identifies whether the investor is an individual or entity.

string

endClientName

string

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

active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced nor expected to be referenced on a regular basis.

boolean

prospect

Indicates if the end client is a prospect

boolean

prospectStatus

Indicates the status of the Prospect

string

changeStartDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).

string

changeEndDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).

string

createStartDate

Last change start date for the record in ISO 8601 UTC format. Can be used to target records modified on, since or between specified datetime. Date only can be accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).

string

createEndDate

Create end date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records created on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).

string

systemIdName

Name of the field from external system.

string

systemIdValue

Value of the field from external system.

string

limit

Number of records 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

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
firstName

The first name for the financial advisor, investor, manager, contact or third party
middleName

Middle name for Third Party

lastName

The last name for the financial advisor, investor, manager, contact or third party
prefix

Prefix for a Third Party where Third Party is an Individual. Value for Prefix: Mr., Mrs., Ms., Dr.
suffix

Suffix for a Third Party where Third Party is an Individual.Value for Suffix: Jr., Sr., Esq.
classification

Identifies whether the investor is an individual or entity.
endClientName

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.
active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced nor expected to be referenced on a regular basis.
prospect

Indicates if the end client is a prospect
prospectStatus

Indicates the status of the Prospect
changeStartDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).
changeEndDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).
createStartDate

Last change start date for the record in ISO 8601 UTC format. Can be used to target records modified on, since or between specified datetime. Date only can be accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).
createEndDate

Create end date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records created on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).
systemIdName

Name of the field from external system.
systemIdValue

Value of the field from external system.
limit

Number of records 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

Request Body

HTTP Basic

Set...

OAuth 2.0

Set...

API Key

Set...

Working...
SAMPLE REQUEST

curl -X GET \
  'https://api.seic.com/v1/endclients/metadata' \
  -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": [
    {
      "firstName": "string",
      "middleName": "string",
      "lastName": "string",
      "prefix": "string",
      "suffix": "string",
      "classification": "string",
      "endClientName": "string",
      "externalId": "string",
      "active": true,
      "prospectStatus": "string",
      "prospect": true,
      "createDate": "2021-10-04T15:59:37.125Z",
      "changeDate": "2021-10-04T15:59:37.125Z",
      "systemIdentifier": [
        {
          "name": "string",
          "value": "string"
        }
      ]
    }
  ],
  "paging": {
    "cursors": {
      "before": "string",
      "after": "string",
      "max": "string",
      "last": "string",
      "resultCount": "string"
    },
    "totalCount": 1,
    "limit": 25,
    "first": "https://api.seic.com/v1/endclients/metadata?externalId=IMS-123456&limit=25",
    "last": null,
    "previous": null,
    "next": null,
    "self": "https://api.seic.com/v1/endclients/metadata?externalId=IMS-123456"
  }
}
MODEL
Operations
Name Description Data Type (L)
firstName

The first name for the financial advisor, investor,manager or contact or third party

 string(50)
lastName

The last name for the financial advisor, investor,manager or contact or third party

 string(50)
middleName

Middle name for Third Party 

 string(50)
prefix

Prefix for a Third Party where Third Party is an Individual. Value for Prefix: Mr., Mrs., Ms., Dr.

 string
suffix

Suffix for a Third Party where Third Party is an Individual.Value for Suffix: Jr., Sr., Esq.

 string
classification

Identifies whether the investor is an individual or entity.

 string(30)
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
active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced, or expected to be referenced, on a regular basis.

 boolean
prospectStatusType

Indicates the status of the Prospect.

 string
prospectFlag

Indicates if the Third Party is a Prospect

 boolean
changeDate

Latest date the entity relevant to the API was modified. Datetime is Eastern Standard Time (EST). Date Format is UTC YYYY-MM-DDThh:mm:ss:mmm

 string
createDate

Initial create timestamp for the record. Datetime is Eastern Standard Time (EST). Date Format is UTC YYYY-MM-DDThh:mm:ss:mmm

 string
systemIdName Name of the field from external system. string
systemIdValue Value of the field from external system. string
systemIdentifier Source system unique Product system identifier. varchar
endClient The unique business identifier for the End Client string


Metadata

Set Admin Credentials...
endclients

GET

/endclients/metadata

Prod:
https://api.seic.com/v1/endclients/metadata
Query Parameters
Name Description Data Type Required
firstName

The first name for the financial advisor, investor, manager, contact or third party

string

middleName

Middle name for Third Party

string

lastName

The last name for the financial advisor, investor, manager, contact or third party

string

prefix

Prefix for a Third Party where Third Party is an Individual. Value for Prefix: Mr., Mrs., Ms., Dr.

string

suffix

Suffix for a Third Party where Third Party is an Individual.Value for Suffix: Jr., Sr., Esq.

string

classification

Identifies whether the investor is an individual or entity.

string

endClientName

string

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

active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced nor expected to be referenced on a regular basis.

boolean

prospect

Indicates if the end client is a prospect

boolean

prospectStatus

Indicates the status of the Prospect

string

changeStartDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).

string

changeEndDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).

string

createStartDate

Last change start date for the record in ISO 8601 UTC format. Can be used to target records modified on, since or between specified datetime. Date only can be accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).

string

createEndDate

Create end date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records created on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).

string

systemIdName

Name of the field from external system.

string

systemIdValue

Value of the field from external system.

string

limit

Number of records 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

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
firstName

The first name for the financial advisor, investor, manager, contact or third party
middleName

Middle name for Third Party

lastName

The last name for the financial advisor, investor, manager, contact or third party
prefix

Prefix for a Third Party where Third Party is an Individual. Value for Prefix: Mr., Mrs., Ms., Dr.
suffix

Suffix for a Third Party where Third Party is an Individual.Value for Suffix: Jr., Sr., Esq.
classification

Identifies whether the investor is an individual or entity.
endClientName

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.
active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced nor expected to be referenced on a regular basis.
prospect

Indicates if the end client is a prospect
prospectStatus

Indicates the status of the Prospect
changeStartDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).
changeEndDate

Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).
createStartDate

Last change start date for the record in ISO 8601 UTC format. Can be used to target records modified on, since or between specified datetime. Date only can be accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).
createEndDate

Create end date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records created on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).
systemIdName

Name of the field from external system.
systemIdValue

Value of the field from external system.
limit

Number of records 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

Request Body

HTTP Basic

Set...

OAuth 2.0

Set...

API Key

Set...

Working...