Metadata
GET
/endclients/metadata
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 |
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 |
-
CodeDescription
-
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.
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
Working...
Metadata
GET
/endclients/metadata
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 |
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 |
-
CodeDescription
-
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.
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
Working...
Pass the oAuth Token and the App key to invoke this endpoint for a particular application.
Metadata
GET
/endclients/metadata
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 |
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 |
-
CodeDescription
-
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.
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
Working...
curl -X GET \ 'https://api.seic.com/v1/endclients/metadata' \ -H 'Authorization: Bearer ADsgdnnkjnfdIKJN' \ -H 'AppKey: gsedgaerhDSHGRSH'
Authorization: Bearer ADsgdnnkjnfdIKJN AppKey: gsedgaerhDSHGRSH
Content-Type: application/json Status: 200 OK requesttrackingid: 67e1ff68-164f-03ad-0f2d-5cbbfda56ec9
{
"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"
}
}
Metadata
GET
/endclients/metadata
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 |
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 |
-
CodeDescription
-
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.
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
Working...
Metadata
GET
/endclients/metadata
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 |
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 |
-
CodeDescription
-
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.
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
Working...
Pass the oAuth Token and the App key to invoke this endpoint for a particular application.
Metadata
GET
/endclients/metadata
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 |
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 |
-
CodeDescription
-
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.
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
Working...
curl -X GET \ 'https://api.seic.com/v1/endclients/metadata' \ -H 'Authorization: Bearer ADsgdnnkjnfdIKJN' \ -H 'AppKey: gsedgaerhDSHGRSH'
Authorization: Bearer ADsgdnnkjnfdIKJN AppKey: gsedgaerhDSHGRSH
Content-Type: application/json Status: 200 OK requesttrackingid: 67e1ff68-164f-03ad-0f2d-5cbbfda56ec9
{
"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"
}
}
Metadata
GET
/endclients/metadata
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 |
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 |
-
CodeDescription
-
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.
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
Working...