SEI Developer Portal

Enhanced

GET

/enhanced

Returns the enhanced set of attributes of an investor including pooled investment, cftcNfa, insurance, tax etc

Prod:

https://api.seic.com/v1/investors/enhanced

Query Parameters

Name	Description	Data Type
externalId	The client specific or external identifier that represents the product, fund, contact, investor, or alternate entity recognized by SEI and a third party system or application. Many times the externalId is used to synchronize SEI sourced data with another data source for the same records..	string
alternateId	Alternate identifier. Typically used when integrating between systems.	string
active	Designates whether the contact relationship is active ("true") or inactive ("false").	boolean
changeStartDate	Last change start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).	string
changeEndDate	Last change end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).	string
createStartDate	Created start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).	string
createEndDate	Created end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).	string
fundInvestorExternalId	Unique business identifier for the investor product relationship.	string
section	One or more sections can be specified to target and limit the amount of fields returned in the response. Value options are "cftcNfa", "insurance", "placementAgent", "pooledInvestment", "unrelatedBusTaxIncome", "usGovtEntity". Passing one of these sections will exclude the other sections from being included in the response. If no sections are passed, the response will include all fields.	string
limit	Number of records per page. Many responses have a maximum of 50 records per page.	integer

Header Parameters

Name	Description	Data Type	Required
Authorization	access_token value obtained from the Token endpoint.This is passed as "Bearer access_token"	string
AppKey	This is the Consumer Key provided during the App Registration process and is used to identify the user's application.	string

HTTP Responses

Code

Description
200

OK- The request has succeeded and the response has been returned.
400

Bad request - The server cannot or will not process the request due to an inaccurate request submitted by the client application. Please resubmit the request after making the required corrections indicated in the error response. For more Info on SEI Error Standards please refer to the API Standards FAQ under Support.
401

Unauthorized - Invalid authentication details have been provided. Also useful to trigger an authorization pop up if the API is used from a browser.
403

Forbidden-The SEI Server understood the request but refuses to fulfill it.
404

Not Found- The requested resource or the underlying resource does not exist. Please resubmit the request after making the required corrections
500

Internal Server Error - The 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.

TEST ENDPOINT

externalId	The client specific or external identifier that represents the product, fund, contact, investor, or alternate entity recognized by SEI and a third party system or application. Many times the externalId is used to synchronize SEI sourced data with another data source for the same records..
alternateId	Alternate identifier. Typically used when integrating between systems.
active	Designates whether the contact relationship is active ("true") or inactive ("false").
changeStartDate	Last change start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).
changeEndDate	Last change end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).
createStartDate	Created start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).
createEndDate	Created end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).
fundInvestorExternalId	Unique business identifier for the investor product relationship.
section	One or more sections can be specified to target and limit the amount of fields returned in the response. Value options are "cftcNfa", "insurance", "placementAgent", "pooledInvestment", "unrelatedBusTaxIncome", "usGovtEntity". Passing one of these sections will exclude the other sections from being included in the response. If no sections are passed, the response will include all fields.
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

Value
Schema

HTTP Basic

Set...

OAuth 2.0

Set...

API Key

Set...

Working...

Enhanced

GET

/enhanced

Returns the enhanced set of attributes of an investor including pooled investment, cftcNfa, insurance, tax etc

Prod:

https://api.seic.com/v1/investors/enhanced

Query Parameters

Name	Description	Data Type
externalId	The client specific or external identifier that represents the product, fund, contact, investor, or alternate entity recognized by SEI and a third party system or application. Many times the externalId is used to synchronize SEI sourced data with another data source for the same records..	string
alternateId	Alternate identifier. Typically used when integrating between systems.	string
active	Designates whether the contact relationship is active ("true") or inactive ("false").	boolean
changeStartDate	Last change start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).	string
changeEndDate	Last change end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).	string
createStartDate	Created start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).	string
createEndDate	Created end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).	string
fundInvestorExternalId	Unique business identifier for the investor product relationship.	string
section	One or more sections can be specified to target and limit the amount of fields returned in the response. Value options are "cftcNfa", "insurance", "placementAgent", "pooledInvestment", "unrelatedBusTaxIncome", "usGovtEntity". Passing one of these sections will exclude the other sections from being included in the response. If no sections are passed, the response will include all fields.	string
limit	Number of records per page. Many responses have a maximum of 50 records per page.	integer

Header Parameters

Name	Description	Data Type	Required
Authorization	access_token value obtained from the Token endpoint.This is passed as "Bearer access_token"	string
AppKey	This is the Consumer Key provided during the App Registration process and is used to identify the user's application.	string

HTTP Responses

Code

Description
200

OK- The request has succeeded and the response has been returned.
400

Bad request - The server cannot or will not process the request due to an inaccurate request submitted by the client application. Please resubmit the request after making the required corrections indicated in the error response. For more Info on SEI Error Standards please refer to the API Standards FAQ under Support.
401

Unauthorized - Invalid authentication details have been provided. Also useful to trigger an authorization pop up if the API is used from a browser.
403

Forbidden-The SEI Server understood the request but refuses to fulfill it.
404

Not Found- The requested resource or the underlying resource does not exist. Please resubmit the request after making the required corrections
500

Internal Server Error - The 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.

TEST ENDPOINT

externalId	The client specific or external identifier that represents the product, fund, contact, investor, or alternate entity recognized by SEI and a third party system or application. Many times the externalId is used to synchronize SEI sourced data with another data source for the same records..
alternateId	Alternate identifier. Typically used when integrating between systems.
active	Designates whether the contact relationship is active ("true") or inactive ("false").
changeStartDate	Last change start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).
changeEndDate	Last change end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).
createStartDate	Created start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).
createEndDate	Created end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).
fundInvestorExternalId	Unique business identifier for the investor product relationship.
section	One or more sections can be specified to target and limit the amount of fields returned in the response. Value options are "cftcNfa", "insurance", "placementAgent", "pooledInvestment", "unrelatedBusTaxIncome", "usGovtEntity". Passing one of these sections will exclude the other sections from being included in the response. If no sections are passed, the response will include all fields.
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

Value
Schema

HTTP Basic

Set...

OAuth 2.0

Set...

API Key

Set...

Working...

Test: https://test.api.seic.com/v1/investors/enhanced

TLS*: https://mtls.api.seic.com/v1/investors/enhanced

*The TLS endpoint is only used if Server Based Application was selected during the App Registration process.

Pass the oAuth Token and the App key to invoke this endpoint for a particular application.

Enhanced

GET

/enhanced

Returns the enhanced set of attributes of an investor including pooled investment, cftcNfa, insurance, tax etc

Prod:

https://api.seic.com/v1/investors/enhanced

Query Parameters

Name	Description	Data Type
externalId	The client specific or external identifier that represents the product, fund, contact, investor, or alternate entity recognized by SEI and a third party system or application. Many times the externalId is used to synchronize SEI sourced data with another data source for the same records..	string
alternateId	Alternate identifier. Typically used when integrating between systems.	string
active	Designates whether the contact relationship is active ("true") or inactive ("false").	boolean
changeStartDate	Last change start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).	string
changeEndDate	Last change end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).	string
createStartDate	Created start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).	string
createEndDate	Created end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).	string
fundInvestorExternalId	Unique business identifier for the investor product relationship.	string
section	One or more sections can be specified to target and limit the amount of fields returned in the response. Value options are "cftcNfa", "insurance", "placementAgent", "pooledInvestment", "unrelatedBusTaxIncome", "usGovtEntity". Passing one of these sections will exclude the other sections from being included in the response. If no sections are passed, the response will include all fields.	string
limit	Number of records per page. Many responses have a maximum of 50 records per page.	integer

Header Parameters

Name	Description	Data Type	Required
Authorization	access_token value obtained from the Token endpoint.This is passed as "Bearer access_token"	string
AppKey	This is the Consumer Key provided during the App Registration process and is used to identify the user's application.	string

HTTP Responses

Code

Description
200

OK- The request has succeeded and the response has been returned.
400

Bad request - The server cannot or will not process the request due to an inaccurate request submitted by the client application. Please resubmit the request after making the required corrections indicated in the error response. For more Info on SEI Error Standards please refer to the API Standards FAQ under Support.
401

Unauthorized - Invalid authentication details have been provided. Also useful to trigger an authorization pop up if the API is used from a browser.
403

Forbidden-The SEI Server understood the request but refuses to fulfill it.
404

Not Found- The requested resource or the underlying resource does not exist. Please resubmit the request after making the required corrections
500

Internal Server Error - The 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.

TEST ENDPOINT

externalId	The client specific or external identifier that represents the product, fund, contact, investor, or alternate entity recognized by SEI and a third party system or application. Many times the externalId is used to synchronize SEI sourced data with another data source for the same records..
alternateId	Alternate identifier. Typically used when integrating between systems.
active	Designates whether the contact relationship is active ("true") or inactive ("false").
changeStartDate	Last change start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).
changeEndDate	Last change end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).
createStartDate	Created start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).
createEndDate	Created end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).
fundInvestorExternalId	Unique business identifier for the investor product relationship.
section	One or more sections can be specified to target and limit the amount of fields returned in the response. Value options are "cftcNfa", "insurance", "placementAgent", "pooledInvestment", "unrelatedBusTaxIncome", "usGovtEntity". Passing one of these sections will exclude the other sections from being included in the response. If no sections are passed, the response will include all fields.
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

Value
Schema

HTTP Basic

Set...

OAuth 2.0

Set...

API Key

Set...

Working...

SAMPLE REQUEST

curl -X GET \
https://api.seic.com/v1/investors/enhanced \
  -H 'appkey: gsedgaerhDSHGRSH' \
  -H 'authorization: Bearer ADsgdnnkjnfdIKJN' \

REQUEST HEADER

Authorization: Bearer ADsgdnnkjnfdIKJN
AppKey: gsedgaerhDSHGRSH

RESPONSE HEADER

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

SAMPLE RESPONSE

 {
	"data": [{
		"pii": {
			"taxId": "string",
			"postalCode": "string",
			"dob": "string"
		},
		"externalId": "111111111",
		"alternateId": "123456789",
		"fullName": "Patel Family Trust",
		"active": true,
		"fundInvestorExternalId": [
			"WWCEDLP111111111"
		],
		"changeDate": "2019-08-12T16:46:24.873",
		"createDate": "2019-01-16T16:37:00",
		"links": [{
			"rel": "string",
			"href": "string"
		}],
		"systemIdentifier": [{ 
			"name": "string",
			"value": "string"
		}],
		"pooledInvestment": {
			"pooledInvestmentFundCert": "more than 25%",
			"percentEquityInterest": 55,
			"entityPassiveInvestment": "Yes"
		},
		"cftcNfa": {
			"nfaId": "12546",
			"commodityTradingAdvisor": true,
			"operator": true,
			"otherDescription": "Other Flag",
			"cftcCertification": true,
			"cftcCertificationNotAcquiringSecOffered": true,
			"cftcCertAccreditedInvestor": true,
			"rule413Exempt": true,
			"noActionLetter1238": true,
			"rule45Required": true,
			"rule45NotRequired": true,
			"noActionLetter1237": true,
			"interpretiveGuidance": true,
			"charitableFoundation": true,
			"rule310Exempt": true,
			"otherExemption": true,
			"otherExemptionDesc": "Other Description",
			"notEngaged": true
		},
		"insurance": {
			"investorIsInsuranceCo": false,
			"noAssets": false,
			"assets": false,
			"percentAssets": null
		},
		"unrelatedBusTaxIncome": {
			"ubti": "No",
			"eci": "No",
			"cai": "Yes"
		},
		"placementAgent": {
			"placementAgent": true,
			"placementAgentName": "Credit Suisse Japan",
			"placementAgentPayment": "50bp rebate"
		},
		"registeredFundAck": true,
		"registeredFundAffiliatedPerson": false,
		"registedFundName": "Fund Name A",
		"regDBadActor": false,
		"regDDesc": null,
		"usGovtEntity": {
			"usGovtEntityStatus": "NA",
			"usGovtEntityName": null,
			"usGovtEntitySubstantial": null
		},
		"payToPlayRep": "Yes",
		"usBankHoldingCo": null,
		"investorGovtEntityAffiliation": true
	}],
	"paging": {
		"cursors": {
			"before": "MTE0OTI2",
			"after": "MTE0OTI2",
			"max": "MTE0OTI2",
			"last": null,
			"resultCount": 1
		},
		"totalCount": 1,
		"limit": 1,
		"previous": null,
		"next": null,
		"self": "https://api.seic.com/v2/investors/enhanced?firmId=9999&limit=1&externalId=111111111",
		"first": "https://api.seic.com/v2/investors/enhanced?firmId=9999&externalId=111111111&limit=1",
		"last": null
	}
}

MODEL

Operations

Name	Description	Data Type (L)
ubti	Identifies if the subscriber is sensitive to the realization of income treated as "Unrelated business taxable income" as described in Sections 511-514 (UBTI) of the Code.	string
eci	Effectively Connected Income (ECI) identifies if the subscriber is sensitive to income effectively connected with "a trade or business within the United States" as described in Sections 864, 871 and 882 of the Code. Value options are 'Yes', 'No' or blank.	string
cai	Commercial Activity Income (CAI) identifies if the subscriber is sensitive to the realization of income treated as effectively connected with a "Trade or Business within the United States" solely as a result of Section 897 (CAI) of the Code. Value options are 'Yes', 'No' or blank.	string
placementAgent	Identifies if a placement agent was used to bring the investor into the fund. Value options are 'Yes', 'No', 'N/A' or blank.	string
placementAgent	A placement agent is an intermediary who raises capital for an investment fund by bringing qualified investors to the investment manager.	object
placementAgentName	When a placement agent was used, this is the placement agent's name.	string
placementAgentPayment	When a placement agent was used, this is the payment terms applied for reporting purposes.	string
usGovtEntityStatus	Indicates whether this Investor is a US government entity. Value options are 'Yes', 'No', 'N/A' or blank.	string
usGovtEntitySubstantial	Identifies the name of the government entity when the Investor is an entity substantially owned by a government entity (e.g., a single investor vehicle) and the investment decisions of such entity are made or directed by such government entity.	string
usGovtEntityName	Identifies the name of the government entity when the investor is acting as a trustee, custodian or nominee for a beneficial owner that is a government entity.	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
alternateId	Alternate identifier. This is a secondary identifier typically used when integrating between systems. Use of this field is optional.	string (100)
fullName	The full legal name of the investor,manager or contact or any other entity represented by the object grouping of the field in the JSON response structure.	string
active	Designates whether the record is active or inactive. Typically an inactive record is no longer referenced, or expected to be referenced, on a regular basis.	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
changeDate	Latest date the entity relevant to the API was modified. Date is in ISO 8601 format YYYY-MM-DD. Datetime is Eastern Standard Time (EST).	string
createDate	Initial create timestamp for the record. Datetime is Eastern Standard Time (EST).	string
pooledInvestment	The collection of investor level data points specific to pooled fund investments captured for AML purposes.	object
pooledInvestmentFundCert	Identifies whether the pooled investment fund is more or less than 25%. When updating, value options are 'true' for more than 25% or 'false' for 'less than 25'. When retrieving, value options are 'more than 25%' or 'less than 25%'.	string
percentEquityInterest	Determines the value of the pooled investment fund as a percentage.	number
entityPassiveInvestment	Indicates the investor was organized as a pool for passive investments. Value options are 'true', 'false' or blank.	string
cftcNfa	The collection of investor level data points related to Commodity Futures Trading Commission (CFTC) and National Futures Association (NFA) compliance reporting needs.	object
nfaId	National Futures Association (NFA) number for the Investor as indicated on the subscription document.	string
commodityTradingAdvisor	Indicator that denotes whether the Investor is a commodity trading advisor.	boolean
operator	Indicator that denotes whether the investor is a CPO as indicated on the subscription document.	boolean
otherDescription	Description that denotes when the investor is something other than a commodity pool operator or commodity trading advisor.	string
cftcCertification	Identifies the investor's Commodity Futures Trading Commission (CFTC) Rule 4.7 status. Value options are 'true', 'false' or blank.	boolean
cftcCertificationNotAcquiringSecOffered	With regards to CFTC, indicates the investor has total assets in excess of $5,000,000 and was not formed for the specific purpose of acquiring the securities offered.	boolean
cftcCertAccreditedInvestor	Indicates each of the investor’s equity owners is an accredited Investor for one of many reasons. Values options are 'true', 'false' or blank.	boolean
rule413Exempt	CFTC Rule 4.7 Classification: Relies upon an exemption from registration under CFTC Rule 4.13 (e.g., the 4.13(a)(3) "de minimis exemption") and has filed a notice claiming this exemption with the NFA.	boolean
noActionLetter1238	CFTC Rule 4.7 Classification: Is a "fund of funds", relies upon CFTC No-Action Letter 12-38, and has submitted a claim for no-action relief to the CFTC.	boolean
rule45Required	CFTC Rule 4.7 Classification: Relies upon the exclusion under CFTC Rule 4.5 and has filed a notice claiming this exclusion with the NFA.* (For example, registered investment companies may rely upon this exclusion.).	boolean
rule45NotRequired	CFTC Rule 4.7 Classification: Relies upon the exclusion under CFTC Rule 4.5 and is not required to file a notice claiming this exclusion with the NFA. (For example, certain pension plans may rely upon this exclusion.).	boolean
noActionLetter1237	CFTC Rule 4.7 Classification: Is a "family office", relies upon CFTC No-Action Letter 12-37, and has submitted a claim for no-action relief to the CFTC.	boolean
interpretiveGuidance	CFTC Rule 4.7 Classification: Is a "family office" pursuant to CFTC Interpretive guidance (other than CFTC No-Action Letter 12-37) and is not a commodity pool.	boolean
charitableFoundation	CFTC Rule 4.7 Classification: Is a charitable foundation and its operator is not required to register as a commodity pool operator.	boolean
rule310Exempt	Each of the Investor, its operator and each direct and indirect beneficial owner of the Investor is a person located outside the United States and the Investor is exempt from registering with the CFTC under CFTC Rule 3.10(c)(3)."	boolean
otherExemptionDesc	Provides additional detail when "Other Exemption" is true.	string
notEngaged	Not engaged in any activity that implicates CFTC registration requirements.	boolean
insurance	The collection of data points when the investor is an insurance company.	object
unrelatedBusTaxIncome	The collection of data points specific to the investor's sensitivity for taxable income under the Internal Revenue Code.	object
registeredFundAck	Indicates if investor is a registered fund. Value options are 'Yes', 'No' or blank.	string
registeredFundAffiliatedPerson	Indicates if investor is a registered fund affiliated person. Value options are 'Yes', 'No' or blank.	string
registeredFundName	Identifies the name of the registered fund.	string
regDBadActor	Indicates if the investor qualifies for Regulation D Bad Actor status. Value options are 'Yes', 'No' or blank.	string
regDDesc	Describes the nature of the Regulation D status.	string
usGovtEntity	The collection of data points specific to an investor who is a government entity or investing on behalf of a government entity.	object
payToPlayRep	Identifies the pay to play status for investors that are government entities. Value options are 'Yes', 'No', 'N/A' or blank.	string
usBankHoldingCo	Indicator that denotes whether the investor is a bank holding company. A bank holding company is a company that controls one or more banks, but does not necessarily engage in banking itself.	boolean
investorGovtEntityAffiliation	Indicates whether this Investor is a US government entity.	boolean
investorIsInsuranceCo	Identifies if the investor is an insurance company.	boolean
noAssets	When the investor is an insurance company, identifies the status of the insurance company's assets where none of the underlying assets of the investor's general account constitutes "plan assets" within the meaning of Section 401(c) of ERISA."	boolean
assets	When the investor is an insurance company, identifies the status of the insurance company's assets where a portion of the underlying assets of the investor's general account constitutes "plan assets" within the meaning of Section 401(c) of ERISA.	boolean
percentAssets	When the investor is an insurance company, identifies percent of "plan assets" where a portion of the underlying assets of the investor's general account constitute "plan assets."	number

Enhanced

GET

/enhanced

Returns the enhanced set of attributes of an investor including pooled investment, cftcNfa, insurance, tax etc

Prod:

https://api.seic.com/v1/investors/enhanced

Query Parameters

Name	Description	Data Type
externalId	The client specific or external identifier that represents the product, fund, contact, investor, or alternate entity recognized by SEI and a third party system or application. Many times the externalId is used to synchronize SEI sourced data with another data source for the same records..	string
alternateId	Alternate identifier. Typically used when integrating between systems.	string
active	Designates whether the contact relationship is active ("true") or inactive ("false").	boolean
changeStartDate	Last change start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).	string
changeEndDate	Last change end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).	string
createStartDate	Created start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).	string
createEndDate	Created end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).	string
fundInvestorExternalId	Unique business identifier for the investor product relationship.	string
section	One or more sections can be specified to target and limit the amount of fields returned in the response. Value options are "cftcNfa", "insurance", "placementAgent", "pooledInvestment", "unrelatedBusTaxIncome", "usGovtEntity". Passing one of these sections will exclude the other sections from being included in the response. If no sections are passed, the response will include all fields.	string
limit	Number of records per page. Many responses have a maximum of 50 records per page.	integer

Header Parameters

Name	Description	Data Type	Required
Authorization	access_token value obtained from the Token endpoint.This is passed as "Bearer access_token"	string
AppKey	This is the Consumer Key provided during the App Registration process and is used to identify the user's application.	string

HTTP Responses

Code

Description
200

OK- The request has succeeded and the response has been returned.
400

Bad request - The server cannot or will not process the request due to an inaccurate request submitted by the client application. Please resubmit the request after making the required corrections indicated in the error response. For more Info on SEI Error Standards please refer to the API Standards FAQ under Support.
401

Unauthorized - Invalid authentication details have been provided. Also useful to trigger an authorization pop up if the API is used from a browser.
403

Forbidden-The SEI Server understood the request but refuses to fulfill it.
404

Not Found- The requested resource or the underlying resource does not exist. Please resubmit the request after making the required corrections
500

Internal Server Error - The 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.

TEST ENDPOINT

externalId	The client specific or external identifier that represents the product, fund, contact, investor, or alternate entity recognized by SEI and a third party system or application. Many times the externalId is used to synchronize SEI sourced data with another data source for the same records..
alternateId	Alternate identifier. Typically used when integrating between systems.
active	Designates whether the contact relationship is active ("true") or inactive ("false").
changeStartDate	Last change start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).
changeEndDate	Last change end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts modified on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).
createStartDate	Created start date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).
createEndDate	Created end date for the contact. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target contacts created on, since or between specified datetime. Date only can also be accepted.Datetime is Eastern Standard Time (EST).
fundInvestorExternalId	Unique business identifier for the investor product relationship.
section	One or more sections can be specified to target and limit the amount of fields returned in the response. Value options are "cftcNfa", "insurance", "placementAgent", "pooledInvestment", "unrelatedBusTaxIncome", "usGovtEntity". Passing one of these sections will exclude the other sections from being included in the response. If no sections are passed, the response will include all fields.
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

Value
Schema

HTTP Basic

Set...

OAuth 2.0

Set...

API Key

Set...

Working...