Initiation
POST
/trade/initiation
Create a transaction for an investor with either just the investor details or investor and advisor details or just the investment advisor details. Product information, request type and one of the investor/advisor details are mandatory to create a successful transaction.
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 |
|
Content-Type |
This is the content type of the payload being passed. Valid value is application/json. |
string |
-
CodeDescription
-
201
Opportunities Created.
-
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 SEI 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.
Authorization |
access_token value obtained from the Token endpoint.This is passed as "Bearer access_token " |
AppKey |
This is the Consumer Key provided during the App Registration process and is used to identify the user's application. |
Content-Type |
This is the content type of the payload being passed. Valid value is application/json. |
Request Body
Working...
Initiation
POST
/trade/initiation
Create a transaction for an investor with either just the investor details or investor and advisor details or just the investment advisor details. Product information, request type and one of the investor/advisor details are mandatory to create a successful transaction.
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 |
|
Content-Type |
This is the content type of the payload being passed. Valid value is application/json. |
string |
-
CodeDescription
-
201
Opportunities Created.
-
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 SEI 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.
Authorization |
access_token value obtained from the Token endpoint.This is passed as "Bearer access_token " |
AppKey |
This is the Consumer Key provided during the App Registration process and is used to identify the user's application. |
Content-Type |
This is the content type of the payload being passed. Valid value is application/json. |
Request Body
Working...
Pass the oAuth Token and the App key to invoke this endpoint for a particular application.
Initiation
POST
/trade/initiation
Create a transaction for an investor with either just the investor details or investor and advisor details or just the investment advisor details. Product information, request type and one of the investor/advisor details are mandatory to create a successful transaction.
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 |
|
Content-Type |
This is the content type of the payload being passed. Valid value is application/json. |
string |
-
CodeDescription
-
201
Opportunities Created.
-
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 SEI 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.
Authorization |
access_token value obtained from the Token endpoint.This is passed as "Bearer access_token " |
AppKey |
This is the Consumer Key provided during the App Registration process and is used to identify the user's application. |
Content-Type |
This is the content type of the payload being passed. Valid value is application/json. |
Request Body
Working...
#SCENARIO 1: DIRECT INVESTOR
curl -X POST \
https://api.seic.com/v1/trade/initiation \
-H 'appkey: gsedgaerhDSHGRSH\
-H 'authorization: Bearer ADsgdnnkjnfdIKJN; \
-H 'cache-control: no-cache; \
-H 'content-type: application/json; \
-d {
"data": [
{
"requestType": "New Subscription",
"channel": "Direct",
"opportunityGroupId": "string",
"externalOrderId": "WWC_{{$timestamp}}",
"firm": "string",
"team": "string",
"group": "string",
"tradeDate": "2018-09-25T00:00:00Z",
"orderDate": "2018-09-25T00:00:00Z",
"eSign": true,
"products": [
{
"productName": "Worldwide Capital Event Driven Fund, LP",
"classIds": [
"string"
],
"amlRepLetter": true,
"funds": [
{
"externalId": "string",
"amount": 0,
"currency": "string"
}
]
}
],
"investor": {
"name": "John Doe Personal Trust",
"externalId": "string",
"subscriberType": "string",
"accountNumber": "string",
"contact": {
"fullName": "string",
"firstName": "string",
"lastName": "string",
"email": "jdoe@gmail.com",
"externalId": "string"
},
"label": {
"city": "string",
"stateCode": "string",
"postalCode": "string",
"countryIsoCode": "string",
"address1": "string",
"address2": "string",
"zip": "string"
}
}
}
]
}
#SCENARIO 2: INVESTMENT ADVISOR
curl -X POST \
https://api.seic.com/v1/trade/initiation \
-H 'appkey: gsedgaerhDSHGRSH\
-H 'authorization: Bearer ADsgdnnkjnfdIKJN; \
-H 'cache-control: no-cache; \
-H 'content-type: application/json; \
-d {
"data": [
{
"requestType": "New Subscription",
"channel": "Direct",
"opportunityGroupId": "string",
"externalOrderId": "WWC_{{$timestamp}}",
"firm": "string",
"team": "string",
"group": "string",
"tradeDate": "2018-09-25T00:00:00Z",
"orderDate": "2018-09-25T00:00:00Z",
"eSign": true,
"products": [
{
"productName": "Worldwide Capital Event Driven Fund, LP",
"classIds": [
"string"
],
"amlRepLetter": true,
"funds": [
{
"externalId": "string",
"amount": 0,
"currency": "string"
}
]
}
],
"advisor": {
"externalId": "string",
"division": "string",
"region": "string",
"contact": {
"fullName": "Test Advisor",
"firstName": "string",
"lastName": "string",
"email": "testadvisor@gmail.com",
"externalId": "string"
},
"label": {
"city": "string",
"stateCode": "string",
"postalCode": "string",
"countryIsoCode": "string",
"address1": "string",
"address2": "string",
"zip": "string"
}
}
}
]
}
#SCENARIO 3: INVESTOR AND ADVISOR
curl -X POST \
https://api.seic.com/v1/trade/initiation \
-H 'appkey: gsedgaerhDSHGRSH\
-H 'authorization: Bearer ADsgdnnkjnfdIKJN; \
-H 'cache-control: no-cache; \
-H 'content-type: application/json; \
-d {
"data": [
{
"requestType": "New Subscription",
"channel": "Direct",
"opportunityGroupId": "string",
"externalOrderId": "WWC_{{$timestamp}}",
"firm": "string",
"team": "string",
"group": "string",
"tradeDate": "2018-09-25T00:00:00Z",
"orderDate": "2018-09-25T00:00:00Z",
"eSign": true,
"products": [
{
"productName": "Worldwide Capital Event Driven Fund, LP",
"classIds": [
"string"
],
"amlRepLetter": true,
"funds": [
{
"externalId": "string",
"amount": 0,
"currency": "string"
}
]
}
],
"advisor": {
"externalId": "string",
"division": "string",
"region": "string",
"contact": {
"fullName": "Test Advisor",
"firstName": "string",
"lastName": "string",
"email": "testadvisor@gmail.com",
"externalId": "string"
},
"label": {
"city": "string",
"stateCode": "string",
"postalCode": "string",
"countryIsoCode": "string",
"address1": "string",
"address2": "string",
"zip": "string"
}
},
"investor": {
"name": "John Doe",
"externalId": "string",
"subscriberType": "string",
"accountNumber": "string",
"contact": {
"fullName": "John Doe",
"firstName": "string",
"lastName": "string",
"email": "jdoe@gmail",
"externalId": "string"
},
"label": {
"city": "string",
"stateCode": "string",
"postalCode": "string",
"countryIsoCode": "string",
"address1": "string",
"address2": "string",
"zip": "string"
}
}
}
]
}
#4 SCENARIO 4: FULL PAYLOAD
curl -X POST \
https://api.seic.com/v1/trade/initiation \
-H 'appkey: bAlFetvKS2D10zabqlYMATTlLlGbZFoN\
-H 'authorization: Bearer b923809d37d0a21b7e1234f45cee528f5aec71224tf4b10e' \
-H 'cache-control: no-cache' \
-H 'content-type: application/json' \
-d '{
"data": [
{
"requestType": "string",
"channel": "string",
"opportunityGroupId": "string",
"externalOrderId": "string",
"firm": "string",
"team": "string",
"group": "string",
"tradeDate": "2020-11-03T00:06:43.772Z",
"orderDate": "2020-11-03T00:06:43.772Z",
"eSign": true,
"products": [
{
"productName": "string",
"classIds": [
"string"
],
"amlRepLetter": true,
"funds": [
{
"externalId": "string",
"amount": 0,
"currency": "string"
}
]
}
],
"advisor": {
"externalId": "string",
"division": "string",
"region": "string",
"contact": {
"fullName": "string",
"firstName": "string",
"lastName": "string",
"email": "string",
"externalId": "string"
},
"label": {
"city": "string",
"stateCode": "string",
"postalCode": "string",
"countryIsoCode": "string",
"address1": "string",
"address2": "string",
"zip": "string"
}
},
"investor": {
"name": "string",
"externalId": "string",
"subscriberType": "string",
"accountNumber": "string",
"contact": {
"fullName": "string",
"firstName": "string",
"lastName": "string",
"email": "string",
"externalId": "string"
},
"label": {
"city": "string",
"stateCode": "string",
"postalCode": "string",
"countryIsoCode": "string",
"address1": "string",
"address2": "string",
"zip": "string"
}
},
"manager": {
"fullName": "string",
"firstName": "string",
"lastName": "string",
"email": "string",
"externalId": "string"
},
"accessContacts": [
{
"access": "string",
"contact": {
"fullName": "string",
"firstName": "string",
"lastName": "string",
"email": "string",
"externalId": "string"
},
"label": {
"countryIsoCode": "string"
}
}
],
"formContacts": [
{
"contact": {
"fullName": "string",
"firstName": "string",
"lastName": "string",
"email": "string",
"externalId": "string"
},
"label": {
"countryIsoCode": "string"
}
}
],
"custodians": [
"string"
],
"subForms": [
{
"id": "string"
}
],
"placementFee": [
0
]
}
]
}
Authorization: Bearer ADsgdnnkjnfdIKJN AppKey: gsedgaerhDSHGRSH Content-type: applciation/json
Content-Type: application/json Status: 200 OK requesttrackingid: 67e1ff68-164f-03ad-0f2d-5cbbfda56ec9
{ "data": { "orders": [ { "advisor": { "name": "string", "stateCode": "string" }, "createdAt": "2020-11-03T15:00:51.576Z", "orderId": "string", "products": [ { "name": "string", "trackingNumber": "string" } ], "accountNumber": "string", "opportunityGroupId": "string", "investorName": "string", "subform": [ { "id": "string" } ], "placementFee": "string" } ], "faults": [ { "code": "string", "message": "string", "userMessage": "string", "trackingId": "string", "transient": true } ] }, "formatters": [ {} ], "contentTypes": [ {} ], "declaredType": "string", "statusCode": 200 }
Initiation
POST
/trade/initiation
Create a transaction for an investor with either just the investor details or investor and advisor details or just the investment advisor details. Product information, request type and one of the investor/advisor details are mandatory to create a successful transaction.
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 |
|
Content-Type |
This is the content type of the payload being passed. Valid value is application/json. |
string |
-
CodeDescription
-
201
Opportunities Created.
-
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 SEI 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.
Authorization |
access_token value obtained from the Token endpoint.This is passed as "Bearer access_token " |
AppKey |
This is the Consumer Key provided during the App Registration process and is used to identify the user's application. |
Content-Type |
This is the content type of the payload being passed. Valid value is application/json. |
Request Body
Working...
Initiation
POST
/trade/initiation
Create a transaction for an investor with either just the investor details or investor and advisor details or just the investment advisor details. Product information, request type and one of the investor/advisor details are mandatory to create a successful transaction.
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 |
|
Content-Type |
This is the content type of the payload being passed. Valid value is application/json. |
string |
-
CodeDescription
-
201
Opportunities Created.
-
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 SEI 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.
Authorization |
access_token value obtained from the Token endpoint.This is passed as "Bearer access_token " |
AppKey |
This is the Consumer Key provided during the App Registration process and is used to identify the user's application. |
Content-Type |
This is the content type of the payload being passed. Valid value is application/json. |
Request Body
Working...
Pass the oAuth Token and the App key to invoke this endpoint for a particular application.
Initiation
POST
/trade/initiation
Create a transaction for an investor with either just the investor details or investor and advisor details or just the investment advisor details. Product information, request type and one of the investor/advisor details are mandatory to create a successful transaction.
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 |
|
Content-Type |
This is the content type of the payload being passed. Valid value is application/json. |
string |
-
CodeDescription
-
201
Opportunities Created.
-
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 SEI 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.
Authorization |
access_token value obtained from the Token endpoint.This is passed as "Bearer access_token " |
AppKey |
This is the Consumer Key provided during the App Registration process and is used to identify the user's application. |
Content-Type |
This is the content type of the payload being passed. Valid value is application/json. |
Request Body
Working...
#SCENARIO 1: DIRECT INVESTOR
curl -X POST \
https://api.seic.com/v1/trade/initiation \
-H 'appkey: gsedgaerhDSHGRSH\
-H 'authorization: Bearer ADsgdnnkjnfdIKJN; \
-H 'cache-control: no-cache; \
-H 'content-type: application/json; \
-d {
"data": [
{
"requestType": "New Subscription",
"channel": "Direct",
"opportunityGroupId": "string",
"externalOrderId": "WWC_{{$timestamp}}",
"firm": "string",
"team": "string",
"group": "string",
"tradeDate": "2018-09-25T00:00:00Z",
"orderDate": "2018-09-25T00:00:00Z",
"eSign": true,
"products": [
{
"productName": "Worldwide Capital Event Driven Fund, LP",
"classIds": [
"string"
],
"amlRepLetter": true,
"funds": [
{
"externalId": "string",
"amount": 0,
"currency": "string"
}
]
}
],
"investor": {
"name": "John Doe Personal Trust",
"externalId": "string",
"subscriberType": "string",
"accountNumber": "string",
"contact": {
"fullName": "string",
"firstName": "string",
"lastName": "string",
"email": "jdoe@gmail.com",
"externalId": "string"
},
"label": {
"city": "string",
"stateCode": "string",
"postalCode": "string",
"countryIsoCode": "string",
"address1": "string",
"address2": "string",
"zip": "string"
}
}
}
]
}
#SCENARIO 2: INVESTMENT ADVISOR
curl -X POST \
https://api.seic.com/v1/trade/initiation \
-H 'appkey: gsedgaerhDSHGRSH\
-H 'authorization: Bearer ADsgdnnkjnfdIKJN; \
-H 'cache-control: no-cache; \
-H 'content-type: application/json; \
-d {
"data": [
{
"requestType": "New Subscription",
"channel": "Direct",
"opportunityGroupId": "string",
"externalOrderId": "WWC_{{$timestamp}}",
"firm": "string",
"team": "string",
"group": "string",
"tradeDate": "2018-09-25T00:00:00Z",
"orderDate": "2018-09-25T00:00:00Z",
"eSign": true,
"products": [
{
"productName": "Worldwide Capital Event Driven Fund, LP",
"classIds": [
"string"
],
"amlRepLetter": true,
"funds": [
{
"externalId": "string",
"amount": 0,
"currency": "string"
}
]
}
],
"advisor": {
"externalId": "string",
"division": "string",
"region": "string",
"contact": {
"fullName": "Test Advisor",
"firstName": "string",
"lastName": "string",
"email": "testadvisor@gmail.com",
"externalId": "string"
},
"label": {
"city": "string",
"stateCode": "string",
"postalCode": "string",
"countryIsoCode": "string",
"address1": "string",
"address2": "string",
"zip": "string"
}
}
}
]
}
#SCENARIO 3: INVESTOR AND ADVISOR
curl -X POST \
https://api.seic.com/v1/trade/initiation \
-H 'appkey: gsedgaerhDSHGRSH\
-H 'authorization: Bearer ADsgdnnkjnfdIKJN; \
-H 'cache-control: no-cache; \
-H 'content-type: application/json; \
-d {
"data": [
{
"requestType": "New Subscription",
"channel": "Direct",
"opportunityGroupId": "string",
"externalOrderId": "WWC_{{$timestamp}}",
"firm": "string",
"team": "string",
"group": "string",
"tradeDate": "2018-09-25T00:00:00Z",
"orderDate": "2018-09-25T00:00:00Z",
"eSign": true,
"products": [
{
"productName": "Worldwide Capital Event Driven Fund, LP",
"classIds": [
"string"
],
"amlRepLetter": true,
"funds": [
{
"externalId": "string",
"amount": 0,
"currency": "string"
}
]
}
],
"advisor": {
"externalId": "string",
"division": "string",
"region": "string",
"contact": {
"fullName": "Test Advisor",
"firstName": "string",
"lastName": "string",
"email": "testadvisor@gmail.com",
"externalId": "string"
},
"label": {
"city": "string",
"stateCode": "string",
"postalCode": "string",
"countryIsoCode": "string",
"address1": "string",
"address2": "string",
"zip": "string"
}
},
"investor": {
"name": "John Doe",
"externalId": "string",
"subscriberType": "string",
"accountNumber": "string",
"contact": {
"fullName": "John Doe",
"firstName": "string",
"lastName": "string",
"email": "jdoe@gmail",
"externalId": "string"
},
"label": {
"city": "string",
"stateCode": "string",
"postalCode": "string",
"countryIsoCode": "string",
"address1": "string",
"address2": "string",
"zip": "string"
}
}
}
]
}
#4 SCENARIO 4: FULL PAYLOAD
curl -X POST \
https://api.seic.com/v1/trade/initiation \
-H 'appkey: bAlFetvKS2D10zabqlYMATTlLlGbZFoN\
-H 'authorization: Bearer b923809d37d0a21b7e1234f45cee528f5aec71224tf4b10e' \
-H 'cache-control: no-cache' \
-H 'content-type: application/json' \
-d '{
"data": [
{
"requestType": "string",
"channel": "string",
"opportunityGroupId": "string",
"externalOrderId": "string",
"firm": "string",
"team": "string",
"group": "string",
"tradeDate": "2020-11-03T00:06:43.772Z",
"orderDate": "2020-11-03T00:06:43.772Z",
"eSign": true,
"products": [
{
"productName": "string",
"classIds": [
"string"
],
"amlRepLetter": true,
"funds": [
{
"externalId": "string",
"amount": 0,
"currency": "string"
}
]
}
],
"advisor": {
"externalId": "string",
"division": "string",
"region": "string",
"contact": {
"fullName": "string",
"firstName": "string",
"lastName": "string",
"email": "string",
"externalId": "string"
},
"label": {
"city": "string",
"stateCode": "string",
"postalCode": "string",
"countryIsoCode": "string",
"address1": "string",
"address2": "string",
"zip": "string"
}
},
"investor": {
"name": "string",
"externalId": "string",
"subscriberType": "string",
"accountNumber": "string",
"contact": {
"fullName": "string",
"firstName": "string",
"lastName": "string",
"email": "string",
"externalId": "string"
},
"label": {
"city": "string",
"stateCode": "string",
"postalCode": "string",
"countryIsoCode": "string",
"address1": "string",
"address2": "string",
"zip": "string"
}
},
"manager": {
"fullName": "string",
"firstName": "string",
"lastName": "string",
"email": "string",
"externalId": "string"
},
"accessContacts": [
{
"access": "string",
"contact": {
"fullName": "string",
"firstName": "string",
"lastName": "string",
"email": "string",
"externalId": "string"
},
"label": {
"countryIsoCode": "string"
}
}
],
"formContacts": [
{
"contact": {
"fullName": "string",
"firstName": "string",
"lastName": "string",
"email": "string",
"externalId": "string"
},
"label": {
"countryIsoCode": "string"
}
}
],
"custodians": [
"string"
],
"subForms": [
{
"id": "string"
}
],
"placementFee": [
0
]
}
]
}
Authorization: Bearer ADsgdnnkjnfdIKJN AppKey: gsedgaerhDSHGRSH Content-type: applciation/json
Content-Type: application/json Status: 200 OK requesttrackingid: 67e1ff68-164f-03ad-0f2d-5cbbfda56ec9
{ "data": { "orders": [ { "advisor": { "name": "string", "stateCode": "string" }, "createdAt": "2020-11-03T15:00:51.576Z", "orderId": "string", "products": [ { "name": "string", "trackingNumber": "string" } ], "accountNumber": "string", "opportunityGroupId": "string", "investorName": "string", "subform": [ { "id": "string" } ], "placementFee": "string" } ], "faults": [ { "code": "string", "message": "string", "userMessage": "string", "trackingId": "string", "transient": true } ] }, "formatters": [ {} ], "contentTypes": [ {} ], "declaredType": "string", "statusCode": 200 }
Initiation
POST
/trade/initiation
Create a transaction for an investor with either just the investor details or investor and advisor details or just the investment advisor details. Product information, request type and one of the investor/advisor details are mandatory to create a successful transaction.
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 |
|
Content-Type |
This is the content type of the payload being passed. Valid value is application/json. |
string |
-
CodeDescription
-
201
Opportunities Created.
-
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 SEI 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.
Authorization |
access_token value obtained from the Token endpoint.This is passed as "Bearer access_token " |
AppKey |
This is the Consumer Key provided during the App Registration process and is used to identify the user's application. |
Content-Type |
This is the content type of the payload being passed. Valid value is application/json. |
Request Body
Working...