Investor Wire Instructions
GET
/{investorExternalId}/wireInstructions
Returns all the information related to an investor identified by investor's externalId that is required to perform money movement
| Name | Description | Data Type | Required |
|---|---|---|---|
| type |
Method by which money is moved. Value options are 'SWIFT_BIC' or 'ABARoutingNo'. |
string |
|
| active |
Designates whether the wire instruction is active ("true") or inactive ("false"). |
boolean |
|
| lastModifiedSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
string |
|
| createdSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
string |
|
| productExternalId |
Unique business identifier for a product recognized by SEI and a third party system or application. Many times the productExternalId is used to synchronize SEI sourced data with another data source for the same record. Every product has an externalId. |
string |
|
| investorAlternateId |
Indicates the external investor Alternate identifier related to the contact relationship. This is a secondary identifier typically used when integrating between systems. Use of this field is optional. |
string |
|
| fundInvestorExternalId |
Business identifier for the investor fund relationship recognized by a third party system or application. Many times the fund investor external ID is used to synchronize SEI sourced data with another data source for the same record. This field is not required to be unique. |
string |
|
| validateRequest |
A flag to enable/disable request validation. |
boolean |
|
| limit |
Number of records per page. Many responses have a maximum of 50 records per page. |
string |
| 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 |
| Name | Description | Data Type | Required |
|---|---|---|---|
| investorExternalId |
The client specific or external identifier that represents the product, fund, contact, investor, or alternate entity recognized by SEI and a third party system or application. Many times the externalId is used to synchronize SEI sourced data with another data source for the same records. |
string |
-
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 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.
| type |
Method by which money is moved. Value options are 'SWIFT_BIC' or 'ABARoutingNo'. |
| active |
Designates whether the wire instruction is active ("true") or inactive ("false"). |
| lastModifiedSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
| createdSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
| productExternalId |
Unique business identifier for a product recognized by SEI and a third party system or application. Many times the productExternalId is used to synchronize SEI sourced data with another data source for the same record. Every product has an externalId. |
| investorAlternateId |
Indicates the external investor Alternate identifier related to the contact relationship. This is a secondary identifier typically used when integrating between systems. Use of this field is optional. |
| fundInvestorExternalId |
Business identifier for the investor fund relationship recognized by a third party system or application. Many times the fund investor external ID is used to synchronize SEI sourced data with another data source for the same record. This field is not required to be unique. |
| validateRequest |
A flag to enable/disable request validation. |
| limit |
Number of records per page. Many responses have a maximum of 50 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
investorExternalId The client specific or external identifier that represents the product, fund, contact, investor, or alternate entity recognized by SEI and a third party system or application. Many times the externalId is used to synchronize SEI sourced data with another data source for the same records. true
Working...
Investor Wire Instructions
GET
/{investorExternalId}/wireInstructions
Returns all the information related to an investor identified by investor's externalId that is required to perform money movement
| Name | Description | Data Type | Required |
|---|---|---|---|
| type |
Method by which money is moved. Value options are 'SWIFT_BIC' or 'ABARoutingNo'. |
string |
|
| active |
Designates whether the wire instruction is active ("true") or inactive ("false"). |
boolean |
|
| lastModifiedSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
string |
|
| createdSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
string |
|
| productExternalId |
Unique business identifier for a product recognized by SEI and a third party system or application. Many times the productExternalId is used to synchronize SEI sourced data with another data source for the same record. Every product has an externalId. |
string |
|
| investorAlternateId |
Indicates the external investor Alternate identifier related to the contact relationship. This is a secondary identifier typically used when integrating between systems. Use of this field is optional. |
string |
|
| fundInvestorExternalId |
Business identifier for the investor fund relationship recognized by a third party system or application. Many times the fund investor external ID is used to synchronize SEI sourced data with another data source for the same record. This field is not required to be unique. |
string |
|
| validateRequest |
A flag to enable/disable request validation. |
boolean |
|
| limit |
Number of records per page. Many responses have a maximum of 50 records per page. |
string |
| 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 |
| Name | Description | Data Type | Required |
|---|---|---|---|
| investorExternalId |
The client specific or external identifier that represents the product, fund, contact, investor, or alternate entity recognized by SEI and a third party system or application. Many times the externalId is used to synchronize SEI sourced data with another data source for the same records. |
string |
-
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 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.
| type |
Method by which money is moved. Value options are 'SWIFT_BIC' or 'ABARoutingNo'. |
| active |
Designates whether the wire instruction is active ("true") or inactive ("false"). |
| lastModifiedSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
| createdSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
| productExternalId |
Unique business identifier for a product recognized by SEI and a third party system or application. Many times the productExternalId is used to synchronize SEI sourced data with another data source for the same record. Every product has an externalId. |
| investorAlternateId |
Indicates the external investor Alternate identifier related to the contact relationship. This is a secondary identifier typically used when integrating between systems. Use of this field is optional. |
| fundInvestorExternalId |
Business identifier for the investor fund relationship recognized by a third party system or application. Many times the fund investor external ID is used to synchronize SEI sourced data with another data source for the same record. This field is not required to be unique. |
| validateRequest |
A flag to enable/disable request validation. |
| limit |
Number of records per page. Many responses have a maximum of 50 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
investorExternalId The client specific or external identifier that represents the product, fund, contact, investor, or alternate entity recognized by SEI and a third party system or application. Many times the externalId is used to synchronize SEI sourced data with another data source for the same records. true
Working...
Pass the oAuth Token and the App key to invoke this endpoint for a particular application.
Investor Wire Instructions
GET
/{investorExternalId}/wireInstructions
Returns all the information related to an investor identified by investor's externalId that is required to perform money movement
| Name | Description | Data Type | Required |
|---|---|---|---|
| type |
Method by which money is moved. Value options are 'SWIFT_BIC' or 'ABARoutingNo'. |
string |
|
| active |
Designates whether the wire instruction is active ("true") or inactive ("false"). |
boolean |
|
| lastModifiedSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
string |
|
| createdSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
string |
|
| productExternalId |
Unique business identifier for a product recognized by SEI and a third party system or application. Many times the productExternalId is used to synchronize SEI sourced data with another data source for the same record. Every product has an externalId. |
string |
|
| investorAlternateId |
Indicates the external investor Alternate identifier related to the contact relationship. This is a secondary identifier typically used when integrating between systems. Use of this field is optional. |
string |
|
| fundInvestorExternalId |
Business identifier for the investor fund relationship recognized by a third party system or application. Many times the fund investor external ID is used to synchronize SEI sourced data with another data source for the same record. This field is not required to be unique. |
string |
|
| validateRequest |
A flag to enable/disable request validation. |
boolean |
|
| limit |
Number of records per page. Many responses have a maximum of 50 records per page. |
string |
| 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 |
| Name | Description | Data Type | Required |
|---|---|---|---|
| investorExternalId |
The client specific or external identifier that represents the product, fund, contact, investor, or alternate entity recognized by SEI and a third party system or application. Many times the externalId is used to synchronize SEI sourced data with another data source for the same records. |
string |
-
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 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.
| type |
Method by which money is moved. Value options are 'SWIFT_BIC' or 'ABARoutingNo'. |
| active |
Designates whether the wire instruction is active ("true") or inactive ("false"). |
| lastModifiedSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
| createdSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
| productExternalId |
Unique business identifier for a product recognized by SEI and a third party system or application. Many times the productExternalId is used to synchronize SEI sourced data with another data source for the same record. Every product has an externalId. |
| investorAlternateId |
Indicates the external investor Alternate identifier related to the contact relationship. This is a secondary identifier typically used when integrating between systems. Use of this field is optional. |
| fundInvestorExternalId |
Business identifier for the investor fund relationship recognized by a third party system or application. Many times the fund investor external ID is used to synchronize SEI sourced data with another data source for the same record. This field is not required to be unique. |
| validateRequest |
A flag to enable/disable request validation. |
| limit |
Number of records per page. Many responses have a maximum of 50 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
investorExternalId The client specific or external identifier that represents the product, fund, contact, investor, or alternate entity recognized by SEI and a third party system or application. Many times the externalId is used to synchronize SEI sourced data with another data source for the same records. true
Working...
curl -X GET \ https://api.seic.com/v1/investors/T12395/wireInstructions \ -H 'Appkey: gsedgaerhDSHGRSH' \ -H 'Authorization: Bearer ADsgdnnkjnfdIKJN'
Authorization: Bearer ADsgdnnkjnfdIKJN AppKey: gsedgaerhDSHGRSH
Content-Type: application/json Status: 200 OK requesttrackingid: 67e1ff68-164f-03ad-0f2d-5cbbfda56ec9
{
"data": [
{
"externalId": "1234",
"investorExternalId": "T12395",
"investorAlternateId": null,
"investorFullName": "",
"fundInvestorExternalId": null,
"productExternalId": null,
"productFullName": null,
"active": true,
"productInvestorWireActive": false,
"financialInstitution": {
"code": "AINYUS31XXX",
"name": "ADVENT INTERNATIONAL CORPORATION",
"type": "SWIFT_BIC",
"address": {
"address1": "75 STATE STREET",
"address2": "",
"address3": "",
"city": "BOSTON",
"state": "MA",
"postalCode": "02109",
"countryIsoCode": null
},
"links": [
{
"rel": "financialInstitutionLookUp",
"href": "https://api.seic.com/v1/financialinstitutions/lookup?code=AINYUS31XXX&type=SWIFT"
}
]
},
"alternateFinancialInstitution": null,
"templateId": null,
"effectiveDate": "2014-10-14T00:00:00",
"additionalWireInfo": "testing",
"chipsParticipantNumber": null,
"groupWireFlag": false,
"changeDate": "2020-07-06T15:24:11",
"createDate": "2014-08-28T19:42:38.203",
"beneficiary": {
"fullName": "WWC Test Ben Name",
"accountNumber": "123456710102",
"abaRoutingNumber": null,
"iban": null,
"swiftBic": null,
"sortCode": null
},
"ultimateBeneficiary": {
"fullName": "WWC Test Ult Ben Name",
"accountNumber": "123456710999",
"iban": "LIKICY2NDOC",
"swiftBic": null
},
"links": [
{
"rel": "investorMetadata",
"href": "https://api.seic.com/v1/investors/metadata?externalId=T12395&validateRequest=false"
},
{
"rel": "productMetadata",
"href": "https://api.seic.com/v1/products/metadata?externalId=&validateRequest=false"
}
]
}
],
"paging": {
"cursors": {
"before": "OQ==",
"after": "OQ==",
"max": "OQ==",
"last": null,
"resultCount": 1
},
"totalCount": 1,
"limit": 25,
"previous": null,
"next": null,
"self": "https://api.seic.com/v1/investors/T12395/wireInstructions",
"first": "https://api.seic.com/v1/investors/T12395/wireInstructions?limit=25",
"last": null
}
}
Investor Wire Instructions
GET
/{investorExternalId}/wireInstructions
Returns all the information related to an investor identified by investor's externalId that is required to perform money movement
| Name | Description | Data Type | Required |
|---|---|---|---|
| type |
Method by which money is moved. Value options are 'SWIFT_BIC' or 'ABARoutingNo'. |
string |
|
| active |
Designates whether the wire instruction is active ("true") or inactive ("false"). |
boolean |
|
| lastModifiedSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
string |
|
| createdSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
string |
|
| productExternalId |
Unique business identifier for a product recognized by SEI and a third party system or application. Many times the productExternalId is used to synchronize SEI sourced data with another data source for the same record. Every product has an externalId. |
string |
|
| investorAlternateId |
Indicates the external investor Alternate identifier related to the contact relationship. This is a secondary identifier typically used when integrating between systems. Use of this field is optional. |
string |
|
| fundInvestorExternalId |
Business identifier for the investor fund relationship recognized by a third party system or application. Many times the fund investor external ID is used to synchronize SEI sourced data with another data source for the same record. This field is not required to be unique. |
string |
|
| validateRequest |
A flag to enable/disable request validation. |
boolean |
|
| limit |
Number of records per page. Many responses have a maximum of 50 records per page. |
string |
| 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 |
| Name | Description | Data Type | Required |
|---|---|---|---|
| investorExternalId |
The client specific or external identifier that represents the product, fund, contact, investor, or alternate entity recognized by SEI and a third party system or application. Many times the externalId is used to synchronize SEI sourced data with another data source for the same records. |
string |
-
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 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.
| type |
Method by which money is moved. Value options are 'SWIFT_BIC' or 'ABARoutingNo'. |
| active |
Designates whether the wire instruction is active ("true") or inactive ("false"). |
| lastModifiedSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
| createdSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
| productExternalId |
Unique business identifier for a product recognized by SEI and a third party system or application. Many times the productExternalId is used to synchronize SEI sourced data with another data source for the same record. Every product has an externalId. |
| investorAlternateId |
Indicates the external investor Alternate identifier related to the contact relationship. This is a secondary identifier typically used when integrating between systems. Use of this field is optional. |
| fundInvestorExternalId |
Business identifier for the investor fund relationship recognized by a third party system or application. Many times the fund investor external ID is used to synchronize SEI sourced data with another data source for the same record. This field is not required to be unique. |
| validateRequest |
A flag to enable/disable request validation. |
| limit |
Number of records per page. Many responses have a maximum of 50 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
investorExternalId The client specific or external identifier that represents the product, fund, contact, investor, or alternate entity recognized by SEI and a third party system or application. Many times the externalId is used to synchronize SEI sourced data with another data source for the same records. true
Working...
Investor Wire Instructions
GET
/{investorExternalId}/wireInstructions
Returns all the information related to an investor identified by investor's externalId that is required to perform money movement
| Name | Description | Data Type | Required |
|---|---|---|---|
| type |
Method by which money is moved. Value options are 'SWIFT_BIC' or 'ABARoutingNo'. |
string |
|
| active |
Designates whether the wire instruction is active ("true") or inactive ("false"). |
boolean |
|
| lastModifiedSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
string |
|
| createdSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
string |
|
| productExternalId |
Unique business identifier for a product recognized by SEI and a third party system or application. Many times the productExternalId is used to synchronize SEI sourced data with another data source for the same record. Every product has an externalId. |
string |
|
| investorAlternateId |
Indicates the external investor Alternate identifier related to the contact relationship. This is a secondary identifier typically used when integrating between systems. Use of this field is optional. |
string |
|
| fundInvestorExternalId |
Business identifier for the investor fund relationship recognized by a third party system or application. Many times the fund investor external ID is used to synchronize SEI sourced data with another data source for the same record. This field is not required to be unique. |
string |
|
| validateRequest |
A flag to enable/disable request validation. |
boolean |
|
| limit |
Number of records per page. Many responses have a maximum of 50 records per page. |
string |
| 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 |
| Name | Description | Data Type | Required |
|---|---|---|---|
| investorExternalId |
The client specific or external identifier that represents the product, fund, contact, investor, or alternate entity recognized by SEI and a third party system or application. Many times the externalId is used to synchronize SEI sourced data with another data source for the same records. |
string |
-
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 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.
| type |
Method by which money is moved. Value options are 'SWIFT_BIC' or 'ABARoutingNo'. |
| active |
Designates whether the wire instruction is active ("true") or inactive ("false"). |
| lastModifiedSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
| createdSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
| productExternalId |
Unique business identifier for a product recognized by SEI and a third party system or application. Many times the productExternalId is used to synchronize SEI sourced data with another data source for the same record. Every product has an externalId. |
| investorAlternateId |
Indicates the external investor Alternate identifier related to the contact relationship. This is a secondary identifier typically used when integrating between systems. Use of this field is optional. |
| fundInvestorExternalId |
Business identifier for the investor fund relationship recognized by a third party system or application. Many times the fund investor external ID is used to synchronize SEI sourced data with another data source for the same record. This field is not required to be unique. |
| validateRequest |
A flag to enable/disable request validation. |
| limit |
Number of records per page. Many responses have a maximum of 50 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
investorExternalId The client specific or external identifier that represents the product, fund, contact, investor, or alternate entity recognized by SEI and a third party system or application. Many times the externalId is used to synchronize SEI sourced data with another data source for the same records. true
Working...
Pass the oAuth Token and the App key to invoke this endpoint for a particular application.
Investor Wire Instructions
GET
/{investorExternalId}/wireInstructions
Returns all the information related to an investor identified by investor's externalId that is required to perform money movement
| Name | Description | Data Type | Required |
|---|---|---|---|
| type |
Method by which money is moved. Value options are 'SWIFT_BIC' or 'ABARoutingNo'. |
string |
|
| active |
Designates whether the wire instruction is active ("true") or inactive ("false"). |
boolean |
|
| lastModifiedSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
string |
|
| createdSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
string |
|
| productExternalId |
Unique business identifier for a product recognized by SEI and a third party system or application. Many times the productExternalId is used to synchronize SEI sourced data with another data source for the same record. Every product has an externalId. |
string |
|
| investorAlternateId |
Indicates the external investor Alternate identifier related to the contact relationship. This is a secondary identifier typically used when integrating between systems. Use of this field is optional. |
string |
|
| fundInvestorExternalId |
Business identifier for the investor fund relationship recognized by a third party system or application. Many times the fund investor external ID is used to synchronize SEI sourced data with another data source for the same record. This field is not required to be unique. |
string |
|
| validateRequest |
A flag to enable/disable request validation. |
boolean |
|
| limit |
Number of records per page. Many responses have a maximum of 50 records per page. |
string |
| 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 |
| Name | Description | Data Type | Required |
|---|---|---|---|
| investorExternalId |
The client specific or external identifier that represents the product, fund, contact, investor, or alternate entity recognized by SEI and a third party system or application. Many times the externalId is used to synchronize SEI sourced data with another data source for the same records. |
string |
-
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 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.
| type |
Method by which money is moved. Value options are 'SWIFT_BIC' or 'ABARoutingNo'. |
| active |
Designates whether the wire instruction is active ("true") or inactive ("false"). |
| lastModifiedSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
| createdSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
| productExternalId |
Unique business identifier for a product recognized by SEI and a third party system or application. Many times the productExternalId is used to synchronize SEI sourced data with another data source for the same record. Every product has an externalId. |
| investorAlternateId |
Indicates the external investor Alternate identifier related to the contact relationship. This is a secondary identifier typically used when integrating between systems. Use of this field is optional. |
| fundInvestorExternalId |
Business identifier for the investor fund relationship recognized by a third party system or application. Many times the fund investor external ID is used to synchronize SEI sourced data with another data source for the same record. This field is not required to be unique. |
| validateRequest |
A flag to enable/disable request validation. |
| limit |
Number of records per page. Many responses have a maximum of 50 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
investorExternalId The client specific or external identifier that represents the product, fund, contact, investor, or alternate entity recognized by SEI and a third party system or application. Many times the externalId is used to synchronize SEI sourced data with another data source for the same records. true
Working...
curl -X GET \ https://api.seic.com/v1/investors/T12395/wireInstructions \ -H 'Appkey: gsedgaerhDSHGRSH' \ -H 'Authorization: Bearer ADsgdnnkjnfdIKJN'
Authorization: Bearer ADsgdnnkjnfdIKJN AppKey: gsedgaerhDSHGRSH
Content-Type: application/json Status: 200 OK requesttrackingid: 67e1ff68-164f-03ad-0f2d-5cbbfda56ec9
{
"data": [
{
"externalId": "1234",
"investorExternalId": "T12395",
"investorAlternateId": null,
"investorFullName": "",
"fundInvestorExternalId": null,
"productExternalId": null,
"productFullName": null,
"active": true,
"productInvestorWireActive": false,
"financialInstitution": {
"code": "AINYUS31XXX",
"name": "ADVENT INTERNATIONAL CORPORATION",
"type": "SWIFT_BIC",
"address": {
"address1": "75 STATE STREET",
"address2": "",
"address3": "",
"city": "BOSTON",
"state": "MA",
"postalCode": "02109",
"countryIsoCode": null
},
"links": [
{
"rel": "financialInstitutionLookUp",
"href": "https://api.seic.com/v1/financialinstitutions/lookup?code=AINYUS31XXX&type=SWIFT"
}
]
},
"alternateFinancialInstitution": null,
"templateId": null,
"effectiveDate": "2014-10-14T00:00:00",
"additionalWireInfo": "testing",
"chipsParticipantNumber": null,
"groupWireFlag": false,
"changeDate": "2020-07-06T15:24:11",
"createDate": "2014-08-28T19:42:38.203",
"beneficiary": {
"fullName": "WWC Test Ben Name",
"accountNumber": "123456710102",
"abaRoutingNumber": null,
"iban": null,
"swiftBic": null,
"sortCode": null
},
"ultimateBeneficiary": {
"fullName": "WWC Test Ult Ben Name",
"accountNumber": "123456710999",
"iban": "LIKICY2NDOC",
"swiftBic": null
},
"links": [
{
"rel": "investorMetadata",
"href": "https://api.seic.com/v1/investors/metadata?externalId=T12395&validateRequest=false"
},
{
"rel": "productMetadata",
"href": "https://api.seic.com/v1/products/metadata?externalId=&validateRequest=false"
}
]
}
],
"paging": {
"cursors": {
"before": "OQ==",
"after": "OQ==",
"max": "OQ==",
"last": null,
"resultCount": 1
},
"totalCount": 1,
"limit": 25,
"previous": null,
"next": null,
"self": "https://api.seic.com/v1/investors/T12395/wireInstructions",
"first": "https://api.seic.com/v1/investors/T12395/wireInstructions?limit=25",
"last": null
}
}
Investor Wire Instructions
GET
/{investorExternalId}/wireInstructions
Returns all the information related to an investor identified by investor's externalId that is required to perform money movement
| Name | Description | Data Type | Required |
|---|---|---|---|
| type |
Method by which money is moved. Value options are 'SWIFT_BIC' or 'ABARoutingNo'. |
string |
|
| active |
Designates whether the wire instruction is active ("true") or inactive ("false"). |
boolean |
|
| lastModifiedSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
string |
|
| createdSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
string |
|
| productExternalId |
Unique business identifier for a product recognized by SEI and a third party system or application. Many times the productExternalId is used to synchronize SEI sourced data with another data source for the same record. Every product has an externalId. |
string |
|
| investorAlternateId |
Indicates the external investor Alternate identifier related to the contact relationship. This is a secondary identifier typically used when integrating between systems. Use of this field is optional. |
string |
|
| fundInvestorExternalId |
Business identifier for the investor fund relationship recognized by a third party system or application. Many times the fund investor external ID is used to synchronize SEI sourced data with another data source for the same record. This field is not required to be unique. |
string |
|
| validateRequest |
A flag to enable/disable request validation. |
boolean |
|
| limit |
Number of records per page. Many responses have a maximum of 50 records per page. |
string |
| 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 |
| Name | Description | Data Type | Required |
|---|---|---|---|
| investorExternalId |
The client specific or external identifier that represents the product, fund, contact, investor, or alternate entity recognized by SEI and a third party system or application. Many times the externalId is used to synchronize SEI sourced data with another data source for the same records. |
string |
-
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 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.
| type |
Method by which money is moved. Value options are 'SWIFT_BIC' or 'ABARoutingNo'. |
| active |
Designates whether the wire instruction is active ("true") or inactive ("false"). |
| lastModifiedSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
| createdSince |
Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday |
| productExternalId |
Unique business identifier for a product recognized by SEI and a third party system or application. Many times the productExternalId is used to synchronize SEI sourced data with another data source for the same record. Every product has an externalId. |
| investorAlternateId |
Indicates the external investor Alternate identifier related to the contact relationship. This is a secondary identifier typically used when integrating between systems. Use of this field is optional. |
| fundInvestorExternalId |
Business identifier for the investor fund relationship recognized by a third party system or application. Many times the fund investor external ID is used to synchronize SEI sourced data with another data source for the same record. This field is not required to be unique. |
| validateRequest |
A flag to enable/disable request validation. |
| limit |
Number of records per page. Many responses have a maximum of 50 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
investorExternalId The client specific or external identifier that represents the product, fund, contact, investor, or alternate entity recognized by SEI and a third party system or application. Many times the externalId is used to synchronize SEI sourced data with another data source for the same records. true
Working...