Metadata
GET
/metadata
Returns a list of Investors within a Firm or filtered to a specific Investor. An investor is a unique record for the investing entity and does not represent a multitude of relationships.
Name | Description | Data Type | Required |
---|---|---|---|
active |
Designates whether the investor is active ("true") or inactive ("false"). |
boolean |
|
alternateId |
Alternate identifier. Typically used when integrating between systems. |
string |
|
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 |
|
changeStartDate |
Last change start date for the investor. 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 investor. 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 investor. 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 investor. 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 |
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 |
|
limit |
Number of records per page. Many responses have a maximum of 50 records per page. |
integer |
Name | Description | Data Type | Required |
---|---|---|---|
Authorization |
access_token value obtained from the Token endpoint.This is passed as "Bearer access_token" |
string |
|
AppKey |
This is the Consumer Key provided during the App Registration process and is used to identify the user's application. |
string |
|
fullName |
The full legal name of the investor. |
string |
|
postalCode |
The postal code of the investor's legal address. |
string |
|
taxId |
Primary tax identifier for the Investor. |
string |
|
dob |
Date of birth or date of formation in the format MM/DD/YYYY. |
string |
-
CodeDescription
-
200
OK- The request has succeeded and the response has been returned.
-
400
Bad request - The server cannot or will not process the request due to an inaccurate request submitted by the client application. Please resubmit the request after making the required corrections indicated in the error response. For more Info on SEI Error Standards please refer to the API Standards FAQ under Support.
-
401
Unauthorized - Invalid authentication details have been provided. Also useful to trigger an authorization pop up if the API is used from a browser.
-
403
Forbidden-The SEI Server understood the request but refuses to fulfill it.
-
404
Not Found- The requested resource or the underlying resource does not exist. Please resubmit the request after making the required corrections
-
500
Internal Server Error - The server was unable to fulfill the request due to an unknown condition. Please contact SEI for support. For More Info please refer to the "Response & Errors" FAQ under support.
active |
Designates whether the investor is active ("true") or inactive ("false"). |
alternateId |
Alternate identifier. Typically used when integrating between systems. |
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. |
changeStartDate |
Last change start date for the investor. 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 investor. 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 investor. 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 investor. 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 |
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. |
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. |
fullName |
The full legal name of the investor. |
postalCode |
The postal code of the investor's legal address. |
taxId |
Primary tax identifier for the Investor. |
dob |
Date of birth or date of formation in the format MM/DD/YYYY. |
Request Body
Working...
Metadata
GET
/metadata
Returns a list of Investors within a Firm or filtered to a specific Investor. An investor is a unique record for the investing entity and does not represent a multitude of relationships.
Name | Description | Data Type | Required |
---|---|---|---|
active |
Designates whether the investor is active ("true") or inactive ("false"). |
boolean |
|
alternateId |
Alternate identifier. Typically used when integrating between systems. |
string |
|
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 |
|
changeStartDate |
Last change start date for the investor. 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 investor. 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 investor. 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 investor. 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 |
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 |
|
limit |
Number of records per page. Many responses have a maximum of 50 records per page. |
integer |
Name | Description | Data Type | Required |
---|---|---|---|
Authorization |
access_token value obtained from the Token endpoint.This is passed as "Bearer access_token" |
string |
|
AppKey |
This is the Consumer Key provided during the App Registration process and is used to identify the user's application. |
string |
|
fullName |
The full legal name of the investor. |
string |
|
postalCode |
The postal code of the investor's legal address. |
string |
|
taxId |
Primary tax identifier for the Investor. |
string |
|
dob |
Date of birth or date of formation in the format MM/DD/YYYY. |
string |
-
CodeDescription
-
200
OK- The request has succeeded and the response has been returned.
-
400
Bad request - The server cannot or will not process the request due to an inaccurate request submitted by the client application. Please resubmit the request after making the required corrections indicated in the error response. For more Info on SEI Error Standards please refer to the API Standards FAQ under Support.
-
401
Unauthorized - Invalid authentication details have been provided. Also useful to trigger an authorization pop up if the API is used from a browser.
-
403
Forbidden-The SEI Server understood the request but refuses to fulfill it.
-
404
Not Found- The requested resource or the underlying resource does not exist. Please resubmit the request after making the required corrections
-
500
Internal Server Error - The server was unable to fulfill the request due to an unknown condition. Please contact SEI for support. For More Info please refer to the "Response & Errors" FAQ under support.
active |
Designates whether the investor is active ("true") or inactive ("false"). |
alternateId |
Alternate identifier. Typically used when integrating between systems. |
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. |
changeStartDate |
Last change start date for the investor. 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 investor. 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 investor. 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 investor. 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 |
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. |
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. |
fullName |
The full legal name of the investor. |
postalCode |
The postal code of the investor's legal address. |
taxId |
Primary tax identifier for the Investor. |
dob |
Date of birth or date of formation in the format MM/DD/YYYY. |
Request Body
Working...
Pass the oAuth Token and the App key to invoke this endpoint for a particular application.
Metadata
GET
/metadata
Returns a list of Investors within a Firm or filtered to a specific Investor. An investor is a unique record for the investing entity and does not represent a multitude of relationships.
Name | Description | Data Type | Required |
---|---|---|---|
active |
Designates whether the investor is active ("true") or inactive ("false"). |
boolean |
|
alternateId |
Alternate identifier. Typically used when integrating between systems. |
string |
|
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 |
|
changeStartDate |
Last change start date for the investor. 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 investor. 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 investor. 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 investor. 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 |
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 |
|
limit |
Number of records per page. Many responses have a maximum of 50 records per page. |
integer |
Name | Description | Data Type | Required |
---|---|---|---|
Authorization |
access_token value obtained from the Token endpoint.This is passed as "Bearer access_token" |
string |
|
AppKey |
This is the Consumer Key provided during the App Registration process and is used to identify the user's application. |
string |
|
fullName |
The full legal name of the investor. |
string |
|
postalCode |
The postal code of the investor's legal address. |
string |
|
taxId |
Primary tax identifier for the Investor. |
string |
|
dob |
Date of birth or date of formation in the format MM/DD/YYYY. |
string |
-
CodeDescription
-
200
OK- The request has succeeded and the response has been returned.
-
400
Bad request - The server cannot or will not process the request due to an inaccurate request submitted by the client application. Please resubmit the request after making the required corrections indicated in the error response. For more Info on SEI Error Standards please refer to the API Standards FAQ under Support.
-
401
Unauthorized - Invalid authentication details have been provided. Also useful to trigger an authorization pop up if the API is used from a browser.
-
403
Forbidden-The SEI Server understood the request but refuses to fulfill it.
-
404
Not Found- The requested resource or the underlying resource does not exist. Please resubmit the request after making the required corrections
-
500
Internal Server Error - The server was unable to fulfill the request due to an unknown condition. Please contact SEI for support. For More Info please refer to the "Response & Errors" FAQ under support.
active |
Designates whether the investor is active ("true") or inactive ("false"). |
alternateId |
Alternate identifier. Typically used when integrating between systems. |
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. |
changeStartDate |
Last change start date for the investor. 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 investor. 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 investor. 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 investor. 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 |
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. |
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. |
fullName |
The full legal name of the investor. |
postalCode |
The postal code of the investor's legal address. |
taxId |
Primary tax identifier for the Investor. |
dob |
Date of birth or date of formation in the format MM/DD/YYYY. |
Request Body
Working...
curl -X GET \ https://api.seic.com/v2/investors/metadata \ -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": "111111111", "alternateId": "123456789", "fullName": "Patel Family Trust", "active": true, "pii": null, "fundInvestorExternalId": [], "changeDate": "2020-05-22T09:51:50.823", "createDate": "2014-10-09T13:26:56", "links": [ { "rel": "string", "href": "string" } ], "systemIdentifier": [] } ], "paging": { "cursors": { "before": "MjI4AbC=", "after": "ZXg5NDM=", "max": "MDEyNDk4", "last": "MTU2Qrgz", "resultCount": 25 }, "totalCount": 1025, "limit": 25, "previous": null, "next": "https://api.seic.com/v2/investors/metadata?after=ZXg5NDM%3D&limit=25", "self": "https://api.seic.com/v2/investors/metadata", "first": "https://api.seic.com/v2/investors/metadata?limit=25", "last": "https://api.seic.com/v2/investors/metadata?after=MTU2Qrgz&limit=25" }
Metadata
GET
/metadata
Returns a list of Investors within a Firm or filtered to a specific Investor. An investor is a unique record for the investing entity and does not represent a multitude of relationships.
Name | Description | Data Type | Required |
---|---|---|---|
active |
Designates whether the investor is active ("true") or inactive ("false"). |
boolean |
|
alternateId |
Alternate identifier. Typically used when integrating between systems. |
string |
|
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 |
|
changeStartDate |
Last change start date for the investor. 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 investor. 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 investor. 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 investor. 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 |
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 |
|
limit |
Number of records per page. Many responses have a maximum of 50 records per page. |
integer |
Name | Description | Data Type | Required |
---|---|---|---|
Authorization |
access_token value obtained from the Token endpoint.This is passed as "Bearer access_token" |
string |
|
AppKey |
This is the Consumer Key provided during the App Registration process and is used to identify the user's application. |
string |
|
fullName |
The full legal name of the investor. |
string |
|
postalCode |
The postal code of the investor's legal address. |
string |
|
taxId |
Primary tax identifier for the Investor. |
string |
|
dob |
Date of birth or date of formation in the format MM/DD/YYYY. |
string |
-
CodeDescription
-
200
OK- The request has succeeded and the response has been returned.
-
400
Bad request - The server cannot or will not process the request due to an inaccurate request submitted by the client application. Please resubmit the request after making the required corrections indicated in the error response. For more Info on SEI Error Standards please refer to the API Standards FAQ under Support.
-
401
Unauthorized - Invalid authentication details have been provided. Also useful to trigger an authorization pop up if the API is used from a browser.
-
403
Forbidden-The SEI Server understood the request but refuses to fulfill it.
-
404
Not Found- The requested resource or the underlying resource does not exist. Please resubmit the request after making the required corrections
-
500
Internal Server Error - The server was unable to fulfill the request due to an unknown condition. Please contact SEI for support. For More Info please refer to the "Response & Errors" FAQ under support.
active |
Designates whether the investor is active ("true") or inactive ("false"). |
alternateId |
Alternate identifier. Typically used when integrating between systems. |
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. |
changeStartDate |
Last change start date for the investor. 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 investor. 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 investor. 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 investor. 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 |
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. |
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. |
fullName |
The full legal name of the investor. |
postalCode |
The postal code of the investor's legal address. |
taxId |
Primary tax identifier for the Investor. |
dob |
Date of birth or date of formation in the format MM/DD/YYYY. |
Request Body
Working...
Metadata
GET
/metadata
Returns a list of Investors within a Firm or filtered to a specific Investor. An investor is a unique record for the investing entity and does not represent a multitude of relationships.
Name | Description | Data Type | Required |
---|---|---|---|
active |
Designates whether the investor is active ("true") or inactive ("false"). |
boolean |
|
alternateId |
Alternate identifier. Typically used when integrating between systems. |
string |
|
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 |
|
changeStartDate |
Last change start date for the investor. 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 investor. 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 investor. 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 investor. 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 |
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 |
|
limit |
Number of records per page. Many responses have a maximum of 50 records per page. |
integer |
Name | Description | Data Type | Required |
---|---|---|---|
Authorization |
access_token value obtained from the Token endpoint.This is passed as "Bearer access_token" |
string |
|
AppKey |
This is the Consumer Key provided during the App Registration process and is used to identify the user's application. |
string |
|
fullName |
The full legal name of the investor. |
string |
|
postalCode |
The postal code of the investor's legal address. |
string |
|
taxId |
Primary tax identifier for the Investor. |
string |
|
dob |
Date of birth or date of formation in the format MM/DD/YYYY. |
string |
-
CodeDescription
-
200
OK- The request has succeeded and the response has been returned.
-
400
Bad request - The server cannot or will not process the request due to an inaccurate request submitted by the client application. Please resubmit the request after making the required corrections indicated in the error response. For more Info on SEI Error Standards please refer to the API Standards FAQ under Support.
-
401
Unauthorized - Invalid authentication details have been provided. Also useful to trigger an authorization pop up if the API is used from a browser.
-
403
Forbidden-The SEI Server understood the request but refuses to fulfill it.
-
404
Not Found- The requested resource or the underlying resource does not exist. Please resubmit the request after making the required corrections
-
500
Internal Server Error - The server was unable to fulfill the request due to an unknown condition. Please contact SEI for support. For More Info please refer to the "Response & Errors" FAQ under support.
active |
Designates whether the investor is active ("true") or inactive ("false"). |
alternateId |
Alternate identifier. Typically used when integrating between systems. |
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. |
changeStartDate |
Last change start date for the investor. 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 investor. 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 investor. 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 investor. 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 |
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. |
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. |
fullName |
The full legal name of the investor. |
postalCode |
The postal code of the investor's legal address. |
taxId |
Primary tax identifier for the Investor. |
dob |
Date of birth or date of formation in the format MM/DD/YYYY. |
Request Body
Working...
Pass the oAuth Token and the App key to invoke this endpoint for a particular application.
Metadata
GET
/metadata
Returns a list of Investors within a Firm or filtered to a specific Investor. An investor is a unique record for the investing entity and does not represent a multitude of relationships.
Name | Description | Data Type | Required |
---|---|---|---|
active |
Designates whether the investor is active ("true") or inactive ("false"). |
boolean |
|
alternateId |
Alternate identifier. Typically used when integrating between systems. |
string |
|
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 |
|
changeStartDate |
Last change start date for the investor. 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 investor. 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 investor. 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 investor. 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 |
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 |
|
limit |
Number of records per page. Many responses have a maximum of 50 records per page. |
integer |
Name | Description | Data Type | Required |
---|---|---|---|
Authorization |
access_token value obtained from the Token endpoint.This is passed as "Bearer access_token" |
string |
|
AppKey |
This is the Consumer Key provided during the App Registration process and is used to identify the user's application. |
string |
|
fullName |
The full legal name of the investor. |
string |
|
postalCode |
The postal code of the investor's legal address. |
string |
|
taxId |
Primary tax identifier for the Investor. |
string |
|
dob |
Date of birth or date of formation in the format MM/DD/YYYY. |
string |
-
CodeDescription
-
200
OK- The request has succeeded and the response has been returned.
-
400
Bad request - The server cannot or will not process the request due to an inaccurate request submitted by the client application. Please resubmit the request after making the required corrections indicated in the error response. For more Info on SEI Error Standards please refer to the API Standards FAQ under Support.
-
401
Unauthorized - Invalid authentication details have been provided. Also useful to trigger an authorization pop up if the API is used from a browser.
-
403
Forbidden-The SEI Server understood the request but refuses to fulfill it.
-
404
Not Found- The requested resource or the underlying resource does not exist. Please resubmit the request after making the required corrections
-
500
Internal Server Error - The server was unable to fulfill the request due to an unknown condition. Please contact SEI for support. For More Info please refer to the "Response & Errors" FAQ under support.
active |
Designates whether the investor is active ("true") or inactive ("false"). |
alternateId |
Alternate identifier. Typically used when integrating between systems. |
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. |
changeStartDate |
Last change start date for the investor. 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 investor. 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 investor. 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 investor. 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 |
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. |
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. |
fullName |
The full legal name of the investor. |
postalCode |
The postal code of the investor's legal address. |
taxId |
Primary tax identifier for the Investor. |
dob |
Date of birth or date of formation in the format MM/DD/YYYY. |
Request Body
Working...
curl -X GET \ https://api.seic.com/v2/investors/metadata \ -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": "111111111", "alternateId": "123456789", "fullName": "Patel Family Trust", "active": true, "pii": null, "fundInvestorExternalId": [], "changeDate": "2020-05-22T09:51:50.823", "createDate": "2014-10-09T13:26:56", "links": [ { "rel": "string", "href": "string" } ], "systemIdentifier": [] } ], "paging": { "cursors": { "before": "MjI4AbC=", "after": "ZXg5NDM=", "max": "MDEyNDk4", "last": "MTU2Qrgz", "resultCount": 25 }, "totalCount": 1025, "limit": 25, "previous": null, "next": "https://api.seic.com/v2/investors/metadata?after=ZXg5NDM%3D&limit=25", "self": "https://api.seic.com/v2/investors/metadata", "first": "https://api.seic.com/v2/investors/metadata?limit=25", "last": "https://api.seic.com/v2/investors/metadata?after=MTU2Qrgz&limit=25" }
Metadata
GET
/metadata
Returns a list of Investors within a Firm or filtered to a specific Investor. An investor is a unique record for the investing entity and does not represent a multitude of relationships.
Name | Description | Data Type | Required |
---|---|---|---|
active |
Designates whether the investor is active ("true") or inactive ("false"). |
boolean |
|
alternateId |
Alternate identifier. Typically used when integrating between systems. |
string |
|
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 |
|
changeStartDate |
Last change start date for the investor. 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 investor. 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 investor. 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 investor. 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 |
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 |
|
limit |
Number of records per page. Many responses have a maximum of 50 records per page. |
integer |
Name | Description | Data Type | Required |
---|---|---|---|
Authorization |
access_token value obtained from the Token endpoint.This is passed as "Bearer access_token" |
string |
|
AppKey |
This is the Consumer Key provided during the App Registration process and is used to identify the user's application. |
string |
|
fullName |
The full legal name of the investor. |
string |
|
postalCode |
The postal code of the investor's legal address. |
string |
|
taxId |
Primary tax identifier for the Investor. |
string |
|
dob |
Date of birth or date of formation in the format MM/DD/YYYY. |
string |
-
CodeDescription
-
200
OK- The request has succeeded and the response has been returned.
-
400
Bad request - The server cannot or will not process the request due to an inaccurate request submitted by the client application. Please resubmit the request after making the required corrections indicated in the error response. For more Info on SEI Error Standards please refer to the API Standards FAQ under Support.
-
401
Unauthorized - Invalid authentication details have been provided. Also useful to trigger an authorization pop up if the API is used from a browser.
-
403
Forbidden-The SEI Server understood the request but refuses to fulfill it.
-
404
Not Found- The requested resource or the underlying resource does not exist. Please resubmit the request after making the required corrections
-
500
Internal Server Error - The server was unable to fulfill the request due to an unknown condition. Please contact SEI for support. For More Info please refer to the "Response & Errors" FAQ under support.
active |
Designates whether the investor is active ("true") or inactive ("false"). |
alternateId |
Alternate identifier. Typically used when integrating between systems. |
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. |
changeStartDate |
Last change start date for the investor. 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 investor. 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 investor. 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 investor. 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 |
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. |
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. |
fullName |
The full legal name of the investor. |
postalCode |
The postal code of the investor's legal address. |
taxId |
Primary tax identifier for the Investor. |
dob |
Date of birth or date of formation in the format MM/DD/YYYY. |
Request Body
Working...