Investors

PatchInvestors

PATCH

/investors/{externalId}

Modify attributes associated with an investor. Except the internal identifier for an investor all the attributes can be modified.

Prod:
https://api.seic.com/v1/investors/{externalId}
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

content-type

Valid value is application/json-patch+json. This defines the content type of the request payload accepted by the API.

string

Path Parameters
Name Description Data Type Required
externalId

The pneumonic of the lookup name

string

Body Parameters
Name Description Data Type Required
requestPayload

object

HTTP Responses
  • Code
    Description
  • 202

    Accepted-The request has been accepted for processing, but the processing may not be complete.

  • 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
Authorization

access_token value obtained from the Token endpoint.This is passed as "Bearer access_token"

AppKey

This is the Consumer Key provided during the App Registration process and is used to identify the user's application.

content-type

Valid value is application/json-patch+json. This defines the content type of the request payload accepted by the API.

requestPayload

Request Body

externalId The pneumonic of the lookup name true

HTTP Basic

OAuth 2.0

API Key

Working...

Investors

PatchInvestors

PATCH

/investors/{externalId}

Modify attributes associated with an investor. Except the internal identifier for an investor all the attributes can be modified.

Prod:
https://api.seic.com/v1/investors/{externalId}
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

content-type

Valid value is application/json-patch+json. This defines the content type of the request payload accepted by the API.

string

Path Parameters
Name Description Data Type Required
externalId

The pneumonic of the lookup name

string

Body Parameters
Name Description Data Type Required
requestPayload

object

HTTP Responses
  • Code
    Description
  • 202

    Accepted-The request has been accepted for processing, but the processing may not be complete.

  • 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
Authorization

access_token value obtained from the Token endpoint.This is passed as "Bearer access_token"

AppKey

This is the Consumer Key provided during the App Registration process and is used to identify the user's application.

content-type

Valid value is application/json-patch+json. This defines the content type of the request payload accepted by the API.

requestPayload

Request Body

externalId The pneumonic of the lookup name true

HTTP Basic

OAuth 2.0

API Key

Working...

Test: https://test.api.seic.com/v1/investors/{externalId}
TLS*: https://mtls.api.seic.com/v1/investors/{externalId}
*The TLS endpoint is only used if Server Based Application was selected during the App Registration process.
STEP 2

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

Investors

PatchInvestors

PATCH

/investors/{externalId}

Modify attributes associated with an investor. Except the internal identifier for an investor all the attributes can be modified.

Prod:
https://api.seic.com/v1/investors/{externalId}
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

content-type

Valid value is application/json-patch+json. This defines the content type of the request payload accepted by the API.

string

Path Parameters
Name Description Data Type Required
externalId

The pneumonic of the lookup name

string

Body Parameters
Name Description Data Type Required
requestPayload

object

HTTP Responses
  • Code
    Description
  • 202

    Accepted-The request has been accepted for processing, but the processing may not be complete.

  • 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
Authorization

access_token value obtained from the Token endpoint.This is passed as "Bearer access_token"

AppKey

This is the Consumer Key provided during the App Registration process and is used to identify the user's application.

content-type

Valid value is application/json-patch+json. This defines the content type of the request payload accepted by the API.

requestPayload

Request Body

externalId The pneumonic of the lookup name true

HTTP Basic

OAuth 2.0

API Key

Working...

SAMPLE REQUEST

# The application developer can update any field by using the PATCH request.
The only mandatory field is the investor's "externalId".

#Described below is a sample request with a sample payload representing all the fields you can pass in a PATCH request to create the investor classification as 'individual'.
curl - X PATCH \'
https://api.seic.com/v1/investors \
-H 'appkey: gsedgaerhDSHGRSH'\ -
H 'authorization: Bearer ADsgdnnkjnfdIKJN'\ -
H 'content-type: application/json'\ -
d '{
    "externalId": "InvestorABCDEFG1",
    "classification": "Individual",
    "riskRating": "High",
    "alternateId": "TESTALT",
    "qualifiedPurchaser": "",
    "accreditedInvestor": "",
    "slots": "",
    "receiptPpmCountryIsoCode": "US",
    "signatureSubdocCountryIsoCode": "",
    "active": "true",
    "investorMasterExternalId": "",
    "canadianCertification": "",
    "investorStatus": "Non-US",
    "custody": "",
    "test": "test",
    "name": {
        "fullName": "Roshan",
        "lastName": "API Last NAME",
        "firstName": "API First Name"
    },
    "address": [
        {
            "type": "Legal",
            "attention1": "API Att1",
            "attention2": "API Att2",
            "addressLine1": "API Add Line1",
            "addressLine2": "API Add Line2",
            "addressLine3": "API Add Line3",
            "addressLine4": "API Add Line4",
            "city": "API City Legal",
            "stateCode": "",
            "postalCode": "508222",
            "countryIsoCode": "IN"
        }
    ],
    "pii": {
        "primaryTaxId": "TA33",
        "secondaryTaxId": "SA22",
        "foreignTaxId": "",
        "dob": "1/31/1950",
        "birthCountryIsoCode": "US"
    },
    "tax": {
        "taxType": "C-Corp",
        "subscriberType": "Estate",
        "taxStatus": "US Taxable",
        "legalFormOfEntity": "LLC",
        "citizenshipCountryIsoCode": "IN",
        "domicileCountryIsoCode": "",
        "organizedUnderLawsOf": "",
        "domicileState": "AL"
    },
    "principalPlaceOfBusiness": {
        "countryIsoCode": "",
        "stateCode": "",
        "fieldsToNull": []
    },
    "eligibility": {
        "employeeEligible": "",
        "friendsFamily": "",
        "generalPartner": "",
        "limitedPartner": "",
        "partner": "",
        "fieldsToNull": []
    },
    "frozen": {
        "status": "",
        "effectiveDate": "",
        "notes": "",
        "fieldsToNull": []
    },
    "finra": {
        "rule5130": "",
        "rule5130Percent": "",
        "rule5131": "",
        "rule5131Percent": "",
        "rule5131CompanyName": "A",
        "rule51305131ExemptedStatus": "",
        "fieldsToNull": []
    },
    "erisa": {
        "type": "",
        "percent": "",
        "benefitPlanEmployee": "",
        "benefitPlanIndividual": "",
        "fieldsToNull": []
    },
    "pooledInvestment": {
        "pooledInvestmentFundCert": "",
        "percentEquityInterest": "",
        "entityPassiveInvestment": "",
        "fieldsToNull": []
    },
    "cftcNfa": {
        "nfaId": "",
        "commodityTradingAdvisor": "",
        "operator": "",
        "otherDescription": "",
        "cftcCertification": "",
        "cftcCertificationNotAcquiringSecOffered": "",
        "cftcCertAccreditedInvestor": "",
        "rule413Exempt": "",
        "noActionLetter1238": "",
        "rule45Required": "",
        "rule45NotRequired": "",
        "noActionLetter1237": "",
        "interpretiveGuidance": "",
        "charitableFoundation": "",
        "rule310Exempt": "",
        "otherExemptionDesc": "",
        "notEngaged": "",
        "fieldsToNull": []
    },
    "insurance": {
        "investorIsInsuranceCo": "",
        "noAssets": "",
        "assets": "",
        "percentAssets": "",
        "fieldsToNull": []
    },
    "placementAgent": {
        "placementAgent": "",
        "placementAgentName": "",
        "placementAgentPayment": "",
        "fieldsToNull": []
    },
    "registeredFundAck": "",
    "registeredFundAffiliatedPerson": "",
    "registedFundName": "",
    "regDBadActor": "",
    "regDDesc": "",
    "fatca": {
        "fatcaPreexisting": "",
        "excludeFatca": "",
        "fieldsToNull": []
    },
    "formPf": {
        "beneOwnerType": "",
        "beneOwnerName": "",
        "fieldsToNull": []
    },
    "aifmd": {
        "investorType": "",
        "reverseSolicitCert": "",
        "fieldsToNull": []
    },
    "cpoPqr": {
        "securityLendingCollateral": "",
        "distribution": "",
        "investorType": "",
        "cpoExempt": "",
        "regExemptCpo": "",
        "fieldsToNull": []
    },
    "usGovtEntity": {
        "usGovtEntityStatus": "",
        "usGovtEntityName": "",
        "usGovtEntitySubstantial": "",
        "fieldsToNull": []
    },
    "payToPlayRep": "",
    "usBankHoldingCo": "",
    "investorGovtEntityAffiliation": "",
    "accountClassification": {
        "type": "",
        "subType": "",
        "accountType": "",
        "accountSubType": "",
        "fieldsToNull": [
            "type"
        ]
    },
    "initialFundingMethod": "Cash and Securities",
    "investmentCapacity": "Execution-Only",
    "accountStatus": "Pending Funding",
    "reporting": {
        "frequency": "Monthly",
        "dueDate": "19th Business Day",
        "packageName": "Fixed Income",
        "period": "Quarter/Year",
        "fieldsToNull": []
    },
    "billing": {
        "dueBy": "18th Business Day",
        "deliveryMethod": "Individual Invoice",
        "calculationId": "FLAT_15",
        "calculationMethod": "Arrears",
        "frequency": "Monthly",
        "calculationDate": "Last Day of Quarter",
        "prorateIndividualTransactions": "Yes",
        "quarter": "30/360",
        "vatEligible": true,
        "eligibleForShortTermRedemptionFee": true,
        "fieldsToNull": []
    },
    "reconciliation": {
        "type": "Margin & Unsup Securities",
        "frequency": "Daily and Month End Recon",
        "accessLevel": "Autofeed & Web",
        "fieldsToNull": []
    },
    "repatriateIncome": "Yes",
    "deliverVsPayment": {
        "accountType": "Yes",
        "account": "Kondal Deliver Account",
        "accountNumber": "F11254",
        "directedBroker": "Kondal directer Brok Test",
        "fieldsToNull": []
    },
    "directedBrokerType": "Yes",
    "directedBrokerFirm": "Kondal directedBrokerFirm Test",
    "multiCurrencyAccount": "Yes",
    "currency": {
        "base": "INR",
        "addAllowableCurrencies": [
            "INR",
            "USD"
        ],
        "removeAllowableCurrencies": [],
        "preferredSettlement": "INR",
        "dispositionMethod": "First In First Out",
        "fieldsToNull": []
    },
    "accountQualifier": "",
    "investmentObjective": "",
    "accountLegalEntity": "",
    "referredAccount": "N/A",
    "referralSource": "",
    "accountPurpose": "",
    "accountActivity": "Domestic Wire",
    "netCashBalanceForInvestmentManagement": "True",
    "grandfathered403B": true,
    "sourceOfFunds": "Wire Transfer",
    "primaryTaxIdType": "SSN",
    "secondaryTaxIdType": "EIN",
    "dates": {
        "fiscalYearEnd": "01-22-2020",
        "inception": "01-02-2020",
        "firstTrade": "01-02-2020",
        "funding": "01-02-2020",
        "close": "01-02-2020",
        "fieldsToNull": []
    },
    "accountPerformanceRequired": "N/A",
    "flags": {
        "shadowAccount": "true",
        "overdraftAllowed": "true",
        "overdraftOverridible": "true",
        "brokerageAccount": "true",
        "tradingAllowed": "true",
        "fieldsToNull": []
    },
    "reinvestment": {
        "mutualFundDefault": "",
        "cashSweepDefault": "Cash",
        "fieldsToNull": []
    },
    "Compliance": {
        "nextAdminReview": "01-22-2022",
        "nextInvestmentReview": "01-23-2022",
        "requiredReview": "Investment Review",
        "lastAdminReview": "01-25-2020",
        "lastInvestmentReview": "01-30-2020"
    },
    "securityDispositionMethod": "Low Cost",
    "fieldsToNull": []
}
#Described below is a sample request with a sample payload representing all the fields you can pass in a PATCH request to create the investor classifcation as 'entity'.

curl - X PATCH \'
https: //api.seic.com/v1/investors \
-H 'appkey: gsedgaerhDSHGRSH'\ -
H 'authorization: Bearer ADsgdnnkjnfdIKJN'\ -
H 'content-type: application/json'\ -
d '{
    "externalId": "Company1234",
    "riskRating": "High",
    "classification": "Entity",
    "alternateId": "roshan",
    "qualifiedPurchaser": "yes",
    "accreditedInvestor": "yes",
    "slots": "500",
    "receiptPpmCountryIsoCode": "US",
    "signatureSubdocCountryIsoCode": "IN",
    "active": "true",
    "investorMasterExternalId": "",
    "canadianCertification": "True",
    "investorStatus": "US",
    "custody": "Internal",
    "test": "test",
    "name": {
        "fullName": "Roshan Full Name",
        "abbreviatedLine1": "Test line1",
        "abbreviatedLine2": "Test line2",
        "fieldsToNull": []
    },
    "address": [
        {
            "type": "Legal",
            "attention1": "API Att1",
            "attention2": "API Att2",
            "addressLine1": "API Add Line1",
            "addressLine2": "API Add Line2",
            "addressLine3": "API Add Line3",
            "addressLine4": "API Add Line4",
            "city": "API City Legal",
            "stateCode": "PA",
            "postalCode": "508222",
            "countryIsoCode": "IN",
            "fieldsToNull": []
        },
        {
            "type": "Mailing",
            "attention1": "API Mailing Att1",
            "attention2": "API Mailing Att2",
            "addressLine1": "API Mailing  Add Line1",
            "addressLine2": "API Mailing Add Line2",
            "addressLine3": "API Mailing Add Line3",
            "addressLine4": "API Mailing Add Line4",
            "city": "API City Mailing",
            "stateCode": "PA",
            "postalCode": "508222",
            "countryIsoCode": "IN",
            "fieldsToNull": []
        },
        {
            "type": "Tax",
            "attention1": "API Tax Att1",
            "attention2": "API Tax Att2",
            "addressLine1": "API Tax  Add Line1",
            "addressLine2": "API Tax Add Line2",
            "addressLine3": "API Tax Add Line3",
            "addressLine4": "API Tax Add Line4",
            "city": "API City Tax",
            "stateCode": "PA",
            "postalCode": "508222",
            "countryIsoCode": "IN",
            "fieldsToNull": []
        }
    ],
    "pii": {
        "primaryTaxId": "TA33",
        "secondaryTaxId": "SA22",
        "foreignTaxId": "1234",
        "dob": "1/31/1950",
        "birthCountryIsoCode": "US",
        "fieldsToNull": []
    },
    "tax": {
        "taxType": "C-Corp",
        "subscriberType": "Estate",
        "taxStatus": "US Taxable",
        "legalFormOfEntity": "LLC",
        "citizenshipCountryIsoCode": "IN",
        "domicileCountryIsoCode": "US",
        "organizedUnderLawsOf": "US",
        "domicileState": "AL",
        "fieldsToNull": null
    },
    "principalPlaceOfBusiness": {
        "countryIsoCode": "IN",
        "stateCode": "PA",
        "fieldsToNull": []
    },
    "eligibility": {
        "employeeEligible": "true",
        "friendsFamily": "true",
        "generalPartner": "true",
        "limitedPartner": "true",
        "partner": "false",
        "fieldsToNull": []
    },
    "frozen": {
        "status": "true",
        "effectiveDate": "01/01/2020",
        "notes": "Roshan Test",
        "fieldsToNull": []
    },
    "finra": {
        "rule5130": "Restricted",
        "rule5130Percent": "100",
        "rule5131": "Yes",
        "rule5131Percent": "80",
        "rule5131CompanyName": "A",
        "rule51305131ExemptedStatus": "Yes",
        "fieldsToNull": []
    },
    "erisa": {
        "type": "N/A",
        "percent": "",
        "benefitPlanEmployee": "",
        "benefitPlanIndividual": "",
        "fieldsToNull": []
    },
    "pooledInvestment": {
        "pooledInvestmentFundCert": "",
        "percentEquityInterest": "",
        "entityPassiveInvestment": "",
        "fieldsToNull": []
    },
    "cftcNfa": {
        "nfaId": "",
        "commodityTradingAdvisor": "",
        "operator": "",
        "otherDescription": "",
        "cftcCertification": "",
        "cftcCertificationNotAcquiringSecOffered": "",
        "cftcCertAccreditedInvestor": "",
        "rule413Exempt": "",
        "noActionLetter1238": "",
        "rule45Required": "",
        "rule45NotRequired": "",
        "noActionLetter1237": "",
        "interpretiveGuidance": "",
        "charitableFoundation": "",
        "rule310Exempt": "",
        "otherExemptionDesc": "",
        "notEngaged": "",
        "fieldsToNull": []
    },
    "insurance": {
        "investorIsInsuranceCo": "Yes",
        "noAssets": "True",
        "assets": "False",
        "percentAssets": "100",
        "fieldsToNull": []
    },
    "placementAgent": {
        "placementAgent": "True",
        "placementAgentName": "Barclays",
        "placementAgentPayment": "No Rebate",
        "fieldsToNull": []
    },
    "registeredFundAck": "True",
    "registeredFundAffiliatedPerson": "True",
    "registedFundName": "Roshan",
    "regDBadActor": "True",
    "regDDesc": "Roshan",
    "fatca": {
        "fatcaPreexisting": "True",
        "excludeFatca": "True",
        "fieldsToNull": []
    },
    "formPf": {
        "beneOwnerType": "Pension Plan",
        "beneOwnerName": "Roshan",
        "fieldsToNull": []
    },
    "aifmd": {
        "investorType": "Banks",
        "reverseSolicitCert": "true",
        "fieldsToNull": []
    },
    "cpoPqr": {
        "securityLendingCollateral": "True",
        "distribution": "True",
        "investorType": "Individual",
        "cpoExempt": "123",
        "regExemptCpo": "Registered",
        "fieldsToNull": []
    },
    "usGovtEntity": {
        "usGovtEntityStatus": "Yes",
        "usGovtEntityName": "Roshan",
        "usGovtEntitySubstantial": "Kundalya",
        "fieldsToNull": []
    },
    "payToPlayRep": "yes",
    "usBankHoldingCo": "false",
    "investorGovtEntityAffiliation": "",
    "accountClassification": {
        "type": "Agency",
        "subType": "Foundation",
        "accountType": "Roth IRA",
        "accountSubType": "Investment Account",
        "fieldsToNull": [
            "type"
        ]
    },
    "initialFundingMethod": "Cash and Securities",
    "investmentCapacity": "Execution-Only",
    "accountStatus": "Pending Funding",
    "reporting": {
        "frequency": "Monthly",
        "dueDate": "19th Business Day",
        "packageName": "Fixed Income",
        "period": "Quarter/Year",
        "fieldsToNull": []
    },
    "billing": {
        "dueBy": "18th Business Day",
        "deliveryMethod": "Individual Invoice",
        "calculationId": "FLAT_15",
        "calculationMethod": "Arrears",
        "frequency": "Monthly",
        "calculationDate": "Last Day of Quarter",
        "prorateIndividualTransactions": "Yes",
        "quarter": "30/360",
        "vatEligible": true,
        "eligibleForShortTermRedemptionFee": true,
        "fieldsToNull": []
    },
    "reconciliation": {
        "type": "Margin & Unsup Securities",
        "frequency": "Daily and Month End Recon",
        "accessLevel": "Autofeed & Web",
        "fieldsToNull": []
    },
    "repatriateIncome": "Yes",
    "deliverVsPayment": {
        "accountType": "Yes",
        "account": "Roshan Deliver Account",
        "accountNumber": "F11254",
        "directedBroker": "Roshan directer Brok Test",
        "fieldsToNull": []
    },
    "directedBrokerType": "No",
    "directedBrokerFirm": "Roshan directedBrokerFirm Test",
    "multiCurrencyAccount": "Yes",
    "currency": {
        "base": "INR",
        "addAllowableCurrencies": [
            "INR",
            "USD"
        ],
        "removeAllowableCurrencies": [],
        "preferredSettlement": "INR",
        "dispositionMethod": "Average Cost",
        "fieldsToNull": []
    },
    "accountQualifier": "",
    "investmentObjective": "Custody",
    "accountLegalEntity": "",
    "referredAccount": "Yes",
    "referralSource": "Mass Mutual",
    "accountPurpose": "External Custody Advisor",
    "accountActivity": "Domestic Wire",
    "netCashBalanceForInvestmentManagement": "True",
    "grandfathered403B": true,
    "sourceOfFunds": "Wire Transfer",
    "primaryTaxIdType": "SSN",
    "secondaryTaxIdType": "EIN",
    "dates": {
        "fiscalYearEnd": "01-22-2020",
        "inception": "01-02-2020",
        "firstTrade": "01-02-2020",
        "funding": "01-02-2020",
        "close": "01-02-2020",
        "fieldsToNull": []
    },
    "accountPerformanceRequired": "Yes",
    "flags": {
        "shadowAccount": "true",
        "overdraftAllowed": "true",
        "overdraftOverridible": "true",
        "brokerageAccount": "true",
        "tradingAllowed": "true",
        "fieldsToNull": []
    },
    "reinvestment": {
        "mutualFundDefault": "All",
        "cashSweepDefault": "Cash",
        "fieldsToNull": []
    },
    "Compliance": {
        "nextAdminReview": "01-22-2022",
        "nextInvestmentReview": "01-23-2022",
        "requiredReview": "Investment Review",
        "lastAdminReview": "01-25-2020",
        "lastInvestmentReview": "01-30-2020"
    },
    "securityDispositionMethod": "High Cost",
    "fieldsToNull": []
}


REQUEST HEADER

Authorization: Bearer ADsgdnnkjnfdIKJN
AppKey: gsedgaerhDSHGRSH
Content-type: application/json
RESPONSE HEADER

Content-Type: application/json 
Status: 202 Accepted 
requesttrackingid: 67e1ff68-164f-03ad-0f2d-5cbbfda56ec9


SAMPLE RESPONSE

{
	"data": {
		"jobStatusQueryKey": "string"
	}
}
MODEL
Operations
Name Description Data Type (L)
jobStatusQueryKey

The identifier returned to acknowledge a request has been submitted and is being processed. This identifier can typically be used with another API to get the current status of the request.

string


Investors

PatchInvestors

PATCH

/investors/{externalId}

Modify attributes associated with an investor. Except the internal identifier for an investor all the attributes can be modified.

Prod:
https://api.seic.com/v1/investors/{externalId}
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

content-type

Valid value is application/json-patch+json. This defines the content type of the request payload accepted by the API.

string

Path Parameters
Name Description Data Type Required
externalId

The pneumonic of the lookup name

string

Body Parameters
Name Description Data Type Required
requestPayload

object

HTTP Responses
  • Code
    Description
  • 202

    Accepted-The request has been accepted for processing, but the processing may not be complete.

  • 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
Authorization

access_token value obtained from the Token endpoint.This is passed as "Bearer access_token"

AppKey

This is the Consumer Key provided during the App Registration process and is used to identify the user's application.

content-type

Valid value is application/json-patch+json. This defines the content type of the request payload accepted by the API.

requestPayload

Request Body

externalId The pneumonic of the lookup name true

HTTP Basic

OAuth 2.0

API Key

Working...

Investors

PatchInvestors

PATCH

/investors/{externalId}

Modify attributes associated with an investor. Except the internal identifier for an investor all the attributes can be modified.

Prod:
https://api.seic.com/v1/investors/{externalId}
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

content-type

Valid value is application/json-patch+json. This defines the content type of the request payload accepted by the API.

string

Path Parameters
Name Description Data Type Required
externalId

The pneumonic of the lookup name

string

Body Parameters
Name Description Data Type Required
requestPayload

object

HTTP Responses
  • Code
    Description
  • 202

    Accepted-The request has been accepted for processing, but the processing may not be complete.

  • 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
Authorization

access_token value obtained from the Token endpoint.This is passed as "Bearer access_token"

AppKey

This is the Consumer Key provided during the App Registration process and is used to identify the user's application.

content-type

Valid value is application/json-patch+json. This defines the content type of the request payload accepted by the API.

requestPayload

Request Body

externalId The pneumonic of the lookup name true

HTTP Basic

OAuth 2.0

API Key

Working...

Test: https://test.api.seic.com/v1/investors/{externalId}
TLS*: https://mtls.api.seic.com/v1/investors/{externalId}
*The TLS endpoint is only used if Server Based Application was selected during the App Registration process.
STEP 1



STEP 2

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

Investors

PatchInvestors

PATCH

/investors/{externalId}

Modify attributes associated with an investor. Except the internal identifier for an investor all the attributes can be modified.

Prod:
https://api.seic.com/v1/investors/{externalId}
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

content-type

Valid value is application/json-patch+json. This defines the content type of the request payload accepted by the API.

string

Path Parameters
Name Description Data Type Required
externalId

The pneumonic of the lookup name

string

Body Parameters
Name Description Data Type Required
requestPayload

object

HTTP Responses
  • Code
    Description
  • 202

    Accepted-The request has been accepted for processing, but the processing may not be complete.

  • 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
Authorization

access_token value obtained from the Token endpoint.This is passed as "Bearer access_token"

AppKey

This is the Consumer Key provided during the App Registration process and is used to identify the user's application.

content-type

Valid value is application/json-patch+json. This defines the content type of the request payload accepted by the API.

requestPayload

Request Body

externalId The pneumonic of the lookup name true

HTTP Basic

OAuth 2.0

API Key

Working...

SAMPLE REQUEST

# The application developer can update any field by using the PATCH request.
The only mandatory field is the investor's "externalId".

#Described below is a sample request with a sample payload representing all the fields you can pass in a PATCH request to create the investor classification as 'individual'.
curl - X PATCH \'
https://api.seic.com/v1/investors \
-H 'appkey: gsedgaerhDSHGRSH'\ -
H 'authorization: Bearer ADsgdnnkjnfdIKJN'\ -
H 'content-type: application/json'\ -
d '{
    "externalId": "InvestorABCDEFG1",
    "classification": "Individual",
    "riskRating": "High",
    "alternateId": "TESTALT",
    "qualifiedPurchaser": "",
    "accreditedInvestor": "",
    "slots": "",
    "receiptPpmCountryIsoCode": "US",
    "signatureSubdocCountryIsoCode": "",
    "active": "true",
    "investorMasterExternalId": "",
    "canadianCertification": "",
    "investorStatus": "Non-US",
    "custody": "",
    "test": "test",
    "name": {
        "fullName": "Roshan",
        "lastName": "API Last NAME",
        "firstName": "API First Name"
    },
    "address": [
        {
            "type": "Legal",
            "attention1": "API Att1",
            "attention2": "API Att2",
            "addressLine1": "API Add Line1",
            "addressLine2": "API Add Line2",
            "addressLine3": "API Add Line3",
            "addressLine4": "API Add Line4",
            "city": "API City Legal",
            "stateCode": "",
            "postalCode": "508222",
            "countryIsoCode": "IN"
        }
    ],
    "pii": {
        "primaryTaxId": "TA33",
        "secondaryTaxId": "SA22",
        "foreignTaxId": "",
        "dob": "1/31/1950",
        "birthCountryIsoCode": "US"
    },
    "tax": {
        "taxType": "C-Corp",
        "subscriberType": "Estate",
        "taxStatus": "US Taxable",
        "legalFormOfEntity": "LLC",
        "citizenshipCountryIsoCode": "IN",
        "domicileCountryIsoCode": "",
        "organizedUnderLawsOf": "",
        "domicileState": "AL"
    },
    "principalPlaceOfBusiness": {
        "countryIsoCode": "",
        "stateCode": "",
        "fieldsToNull": []
    },
    "eligibility": {
        "employeeEligible": "",
        "friendsFamily": "",
        "generalPartner": "",
        "limitedPartner": "",
        "partner": "",
        "fieldsToNull": []
    },
    "frozen": {
        "status": "",
        "effectiveDate": "",
        "notes": "",
        "fieldsToNull": []
    },
    "finra": {
        "rule5130": "",
        "rule5130Percent": "",
        "rule5131": "",
        "rule5131Percent": "",
        "rule5131CompanyName": "A",
        "rule51305131ExemptedStatus": "",
        "fieldsToNull": []
    },
    "erisa": {
        "type": "",
        "percent": "",
        "benefitPlanEmployee": "",
        "benefitPlanIndividual": "",
        "fieldsToNull": []
    },
    "pooledInvestment": {
        "pooledInvestmentFundCert": "",
        "percentEquityInterest": "",
        "entityPassiveInvestment": "",
        "fieldsToNull": []
    },
    "cftcNfa": {
        "nfaId": "",
        "commodityTradingAdvisor": "",
        "operator": "",
        "otherDescription": "",
        "cftcCertification": "",
        "cftcCertificationNotAcquiringSecOffered": "",
        "cftcCertAccreditedInvestor": "",
        "rule413Exempt": "",
        "noActionLetter1238": "",
        "rule45Required": "",
        "rule45NotRequired": "",
        "noActionLetter1237": "",
        "interpretiveGuidance": "",
        "charitableFoundation": "",
        "rule310Exempt": "",
        "otherExemptionDesc": "",
        "notEngaged": "",
        "fieldsToNull": []
    },
    "insurance": {
        "investorIsInsuranceCo": "",
        "noAssets": "",
        "assets": "",
        "percentAssets": "",
        "fieldsToNull": []
    },
    "placementAgent": {
        "placementAgent": "",
        "placementAgentName": "",
        "placementAgentPayment": "",
        "fieldsToNull": []
    },
    "registeredFundAck": "",
    "registeredFundAffiliatedPerson": "",
    "registedFundName": "",
    "regDBadActor": "",
    "regDDesc": "",
    "fatca": {
        "fatcaPreexisting": "",
        "excludeFatca": "",
        "fieldsToNull": []
    },
    "formPf": {
        "beneOwnerType": "",
        "beneOwnerName": "",
        "fieldsToNull": []
    },
    "aifmd": {
        "investorType": "",
        "reverseSolicitCert": "",
        "fieldsToNull": []
    },
    "cpoPqr": {
        "securityLendingCollateral": "",
        "distribution": "",
        "investorType": "",
        "cpoExempt": "",
        "regExemptCpo": "",
        "fieldsToNull": []
    },
    "usGovtEntity": {
        "usGovtEntityStatus": "",
        "usGovtEntityName": "",
        "usGovtEntitySubstantial": "",
        "fieldsToNull": []
    },
    "payToPlayRep": "",
    "usBankHoldingCo": "",
    "investorGovtEntityAffiliation": "",
    "accountClassification": {
        "type": "",
        "subType": "",
        "accountType": "",
        "accountSubType": "",
        "fieldsToNull": [
            "type"
        ]
    },
    "initialFundingMethod": "Cash and Securities",
    "investmentCapacity": "Execution-Only",
    "accountStatus": "Pending Funding",
    "reporting": {
        "frequency": "Monthly",
        "dueDate": "19th Business Day",
        "packageName": "Fixed Income",
        "period": "Quarter/Year",
        "fieldsToNull": []
    },
    "billing": {
        "dueBy": "18th Business Day",
        "deliveryMethod": "Individual Invoice",
        "calculationId": "FLAT_15",
        "calculationMethod": "Arrears",
        "frequency": "Monthly",
        "calculationDate": "Last Day of Quarter",
        "prorateIndividualTransactions": "Yes",
        "quarter": "30/360",
        "vatEligible": true,
        "eligibleForShortTermRedemptionFee": true,
        "fieldsToNull": []
    },
    "reconciliation": {
        "type": "Margin & Unsup Securities",
        "frequency": "Daily and Month End Recon",
        "accessLevel": "Autofeed & Web",
        "fieldsToNull": []
    },
    "repatriateIncome": "Yes",
    "deliverVsPayment": {
        "accountType": "Yes",
        "account": "Kondal Deliver Account",
        "accountNumber": "F11254",
        "directedBroker": "Kondal directer Brok Test",
        "fieldsToNull": []
    },
    "directedBrokerType": "Yes",
    "directedBrokerFirm": "Kondal directedBrokerFirm Test",
    "multiCurrencyAccount": "Yes",
    "currency": {
        "base": "INR",
        "addAllowableCurrencies": [
            "INR",
            "USD"
        ],
        "removeAllowableCurrencies": [],
        "preferredSettlement": "INR",
        "dispositionMethod": "First In First Out",
        "fieldsToNull": []
    },
    "accountQualifier": "",
    "investmentObjective": "",
    "accountLegalEntity": "",
    "referredAccount": "N/A",
    "referralSource": "",
    "accountPurpose": "",
    "accountActivity": "Domestic Wire",
    "netCashBalanceForInvestmentManagement": "True",
    "grandfathered403B": true,
    "sourceOfFunds": "Wire Transfer",
    "primaryTaxIdType": "SSN",
    "secondaryTaxIdType": "EIN",
    "dates": {
        "fiscalYearEnd": "01-22-2020",
        "inception": "01-02-2020",
        "firstTrade": "01-02-2020",
        "funding": "01-02-2020",
        "close": "01-02-2020",
        "fieldsToNull": []
    },
    "accountPerformanceRequired": "N/A",
    "flags": {
        "shadowAccount": "true",
        "overdraftAllowed": "true",
        "overdraftOverridible": "true",
        "brokerageAccount": "true",
        "tradingAllowed": "true",
        "fieldsToNull": []
    },
    "reinvestment": {
        "mutualFundDefault": "",
        "cashSweepDefault": "Cash",
        "fieldsToNull": []
    },
    "Compliance": {
        "nextAdminReview": "01-22-2022",
        "nextInvestmentReview": "01-23-2022",
        "requiredReview": "Investment Review",
        "lastAdminReview": "01-25-2020",
        "lastInvestmentReview": "01-30-2020"
    },
    "securityDispositionMethod": "Low Cost",
    "fieldsToNull": []
}
#Described below is a sample request with a sample payload representing all the fields you can pass in a PATCH request to create the investor classifcation as 'entity'.

curl - X PATCH \'
https: //api.seic.com/v1/investors \
-H 'appkey: gsedgaerhDSHGRSH'\ -
H 'authorization: Bearer ADsgdnnkjnfdIKJN'\ -
H 'content-type: application/json'\ -
d '{
    "externalId": "Company1234",
    "riskRating": "High",
    "classification": "Entity",
    "alternateId": "roshan",
    "qualifiedPurchaser": "yes",
    "accreditedInvestor": "yes",
    "slots": "500",
    "receiptPpmCountryIsoCode": "US",
    "signatureSubdocCountryIsoCode": "IN",
    "active": "true",
    "investorMasterExternalId": "",
    "canadianCertification": "True",
    "investorStatus": "US",
    "custody": "Internal",
    "test": "test",
    "name": {
        "fullName": "Roshan Full Name",
        "abbreviatedLine1": "Test line1",
        "abbreviatedLine2": "Test line2",
        "fieldsToNull": []
    },
    "address": [
        {
            "type": "Legal",
            "attention1": "API Att1",
            "attention2": "API Att2",
            "addressLine1": "API Add Line1",
            "addressLine2": "API Add Line2",
            "addressLine3": "API Add Line3",
            "addressLine4": "API Add Line4",
            "city": "API City Legal",
            "stateCode": "PA",
            "postalCode": "508222",
            "countryIsoCode": "IN",
            "fieldsToNull": []
        },
        {
            "type": "Mailing",
            "attention1": "API Mailing Att1",
            "attention2": "API Mailing Att2",
            "addressLine1": "API Mailing  Add Line1",
            "addressLine2": "API Mailing Add Line2",
            "addressLine3": "API Mailing Add Line3",
            "addressLine4": "API Mailing Add Line4",
            "city": "API City Mailing",
            "stateCode": "PA",
            "postalCode": "508222",
            "countryIsoCode": "IN",
            "fieldsToNull": []
        },
        {
            "type": "Tax",
            "attention1": "API Tax Att1",
            "attention2": "API Tax Att2",
            "addressLine1": "API Tax  Add Line1",
            "addressLine2": "API Tax Add Line2",
            "addressLine3": "API Tax Add Line3",
            "addressLine4": "API Tax Add Line4",
            "city": "API City Tax",
            "stateCode": "PA",
            "postalCode": "508222",
            "countryIsoCode": "IN",
            "fieldsToNull": []
        }
    ],
    "pii": {
        "primaryTaxId": "TA33",
        "secondaryTaxId": "SA22",
        "foreignTaxId": "1234",
        "dob": "1/31/1950",
        "birthCountryIsoCode": "US",
        "fieldsToNull": []
    },
    "tax": {
        "taxType": "C-Corp",
        "subscriberType": "Estate",
        "taxStatus": "US Taxable",
        "legalFormOfEntity": "LLC",
        "citizenshipCountryIsoCode": "IN",
        "domicileCountryIsoCode": "US",
        "organizedUnderLawsOf": "US",
        "domicileState": "AL",
        "fieldsToNull": null
    },
    "principalPlaceOfBusiness": {
        "countryIsoCode": "IN",
        "stateCode": "PA",
        "fieldsToNull": []
    },
    "eligibility": {
        "employeeEligible": "true",
        "friendsFamily": "true",
        "generalPartner": "true",
        "limitedPartner": "true",
        "partner": "false",
        "fieldsToNull": []
    },
    "frozen": {
        "status": "true",
        "effectiveDate": "01/01/2020",
        "notes": "Roshan Test",
        "fieldsToNull": []
    },
    "finra": {
        "rule5130": "Restricted",
        "rule5130Percent": "100",
        "rule5131": "Yes",
        "rule5131Percent": "80",
        "rule5131CompanyName": "A",
        "rule51305131ExemptedStatus": "Yes",
        "fieldsToNull": []
    },
    "erisa": {
        "type": "N/A",
        "percent": "",
        "benefitPlanEmployee": "",
        "benefitPlanIndividual": "",
        "fieldsToNull": []
    },
    "pooledInvestment": {
        "pooledInvestmentFundCert": "",
        "percentEquityInterest": "",
        "entityPassiveInvestment": "",
        "fieldsToNull": []
    },
    "cftcNfa": {
        "nfaId": "",
        "commodityTradingAdvisor": "",
        "operator": "",
        "otherDescription": "",
        "cftcCertification": "",
        "cftcCertificationNotAcquiringSecOffered": "",
        "cftcCertAccreditedInvestor": "",
        "rule413Exempt": "",
        "noActionLetter1238": "",
        "rule45Required": "",
        "rule45NotRequired": "",
        "noActionLetter1237": "",
        "interpretiveGuidance": "",
        "charitableFoundation": "",
        "rule310Exempt": "",
        "otherExemptionDesc": "",
        "notEngaged": "",
        "fieldsToNull": []
    },
    "insurance": {
        "investorIsInsuranceCo": "Yes",
        "noAssets": "True",
        "assets": "False",
        "percentAssets": "100",
        "fieldsToNull": []
    },
    "placementAgent": {
        "placementAgent": "True",
        "placementAgentName": "Barclays",
        "placementAgentPayment": "No Rebate",
        "fieldsToNull": []
    },
    "registeredFundAck": "True",
    "registeredFundAffiliatedPerson": "True",
    "registedFundName": "Roshan",
    "regDBadActor": "True",
    "regDDesc": "Roshan",
    "fatca": {
        "fatcaPreexisting": "True",
        "excludeFatca": "True",
        "fieldsToNull": []
    },
    "formPf": {
        "beneOwnerType": "Pension Plan",
        "beneOwnerName": "Roshan",
        "fieldsToNull": []
    },
    "aifmd": {
        "investorType": "Banks",
        "reverseSolicitCert": "true",
        "fieldsToNull": []
    },
    "cpoPqr": {
        "securityLendingCollateral": "True",
        "distribution": "True",
        "investorType": "Individual",
        "cpoExempt": "123",
        "regExemptCpo": "Registered",
        "fieldsToNull": []
    },
    "usGovtEntity": {
        "usGovtEntityStatus": "Yes",
        "usGovtEntityName": "Roshan",
        "usGovtEntitySubstantial": "Kundalya",
        "fieldsToNull": []
    },
    "payToPlayRep": "yes",
    "usBankHoldingCo": "false",
    "investorGovtEntityAffiliation": "",
    "accountClassification": {
        "type": "Agency",
        "subType": "Foundation",
        "accountType": "Roth IRA",
        "accountSubType": "Investment Account",
        "fieldsToNull": [
            "type"
        ]
    },
    "initialFundingMethod": "Cash and Securities",
    "investmentCapacity": "Execution-Only",
    "accountStatus": "Pending Funding",
    "reporting": {
        "frequency": "Monthly",
        "dueDate": "19th Business Day",
        "packageName": "Fixed Income",
        "period": "Quarter/Year",
        "fieldsToNull": []
    },
    "billing": {
        "dueBy": "18th Business Day",
        "deliveryMethod": "Individual Invoice",
        "calculationId": "FLAT_15",
        "calculationMethod": "Arrears",
        "frequency": "Monthly",
        "calculationDate": "Last Day of Quarter",
        "prorateIndividualTransactions": "Yes",
        "quarter": "30/360",
        "vatEligible": true,
        "eligibleForShortTermRedemptionFee": true,
        "fieldsToNull": []
    },
    "reconciliation": {
        "type": "Margin & Unsup Securities",
        "frequency": "Daily and Month End Recon",
        "accessLevel": "Autofeed & Web",
        "fieldsToNull": []
    },
    "repatriateIncome": "Yes",
    "deliverVsPayment": {
        "accountType": "Yes",
        "account": "Roshan Deliver Account",
        "accountNumber": "F11254",
        "directedBroker": "Roshan directer Brok Test",
        "fieldsToNull": []
    },
    "directedBrokerType": "No",
    "directedBrokerFirm": "Roshan directedBrokerFirm Test",
    "multiCurrencyAccount": "Yes",
    "currency": {
        "base": "INR",
        "addAllowableCurrencies": [
            "INR",
            "USD"
        ],
        "removeAllowableCurrencies": [],
        "preferredSettlement": "INR",
        "dispositionMethod": "Average Cost",
        "fieldsToNull": []
    },
    "accountQualifier": "",
    "investmentObjective": "Custody",
    "accountLegalEntity": "",
    "referredAccount": "Yes",
    "referralSource": "Mass Mutual",
    "accountPurpose": "External Custody Advisor",
    "accountActivity": "Domestic Wire",
    "netCashBalanceForInvestmentManagement": "True",
    "grandfathered403B": true,
    "sourceOfFunds": "Wire Transfer",
    "primaryTaxIdType": "SSN",
    "secondaryTaxIdType": "EIN",
    "dates": {
        "fiscalYearEnd": "01-22-2020",
        "inception": "01-02-2020",
        "firstTrade": "01-02-2020",
        "funding": "01-02-2020",
        "close": "01-02-2020",
        "fieldsToNull": []
    },
    "accountPerformanceRequired": "Yes",
    "flags": {
        "shadowAccount": "true",
        "overdraftAllowed": "true",
        "overdraftOverridible": "true",
        "brokerageAccount": "true",
        "tradingAllowed": "true",
        "fieldsToNull": []
    },
    "reinvestment": {
        "mutualFundDefault": "All",
        "cashSweepDefault": "Cash",
        "fieldsToNull": []
    },
    "Compliance": {
        "nextAdminReview": "01-22-2022",
        "nextInvestmentReview": "01-23-2022",
        "requiredReview": "Investment Review",
        "lastAdminReview": "01-25-2020",
        "lastInvestmentReview": "01-30-2020"
    },
    "securityDispositionMethod": "High Cost",
    "fieldsToNull": []
}


REQUEST HEADER

Authorization: Bearer ADsgdnnkjnfdIKJN
AppKey: gsedgaerhDSHGRSH
Content-type: application/json
RESPONSE HEADER

Content-Type: application/json 
Status: 202 Accepted 
requesttrackingid: 67e1ff68-164f-03ad-0f2d-5cbbfda56ec9


SAMPLE RESPONSE

{
	"data": {
		"jobStatusQueryKey": "string"
	}
}
MODEL
Operations
Name Description Data Type (L)
jobStatusQueryKey

The identifier returned to acknowledge a request has been submitted and is being processed. This identifier can typically be used with another API to get the current status of the request.

string


Investors

PatchInvestors

PATCH

/investors/{externalId}

Modify attributes associated with an investor. Except the internal identifier for an investor all the attributes can be modified.

Prod:
https://api.seic.com/v1/investors/{externalId}
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

content-type

Valid value is application/json-patch+json. This defines the content type of the request payload accepted by the API.

string

Path Parameters
Name Description Data Type Required
externalId

The pneumonic of the lookup name

string

Body Parameters
Name Description Data Type Required
requestPayload

object

HTTP Responses
  • Code
    Description
  • 202

    Accepted-The request has been accepted for processing, but the processing may not be complete.

  • 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
Authorization

access_token value obtained from the Token endpoint.This is passed as "Bearer access_token"

AppKey

This is the Consumer Key provided during the App Registration process and is used to identify the user's application.

content-type

Valid value is application/json-patch+json. This defines the content type of the request payload accepted by the API.

requestPayload

Request Body

externalId The pneumonic of the lookup name true

HTTP Basic

OAuth 2.0

API Key

Working...