List Values

listsByPneumonic

GET

/lists

Returns the acceptable values for a specific List.

Prod:
https://api.seic.com/v1/lists
Query Parameters
Name Description Data Type Required
externalId

The pneumonic of the lookup name

string

lastModifiedSince

Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday

string

createdSince

Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday

string

sortColumn

The list will sort by sort column

string

Header Parameters
Name Description Data Type Required
Authorization

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

string

AppKey

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

string

HTTP Responses
  • Code
    Description
  • 200

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

  • 400

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

  • 401

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

  • 403

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

  • 404

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

  • 500

    Internal Server Error - The SEI server was unable to fulfill the request due to an unknown condition. Please contact SEI for support. For More Info please refer to the "Response & Errors" FAQ under support.

TEST ENDPOINT
externalId

The pneumonic of the lookup name

lastModifiedSince

Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday

createdSince

Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday

sortColumn

The list will sort by sort column

Authorization

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

AppKey

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

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...

List Values

listsByPneumonic

GET

/lists

Returns the acceptable values for a specific List.

Prod:
https://api.seic.com/v1/lists
Query Parameters
Name Description Data Type Required
externalId

The pneumonic of the lookup name

string

lastModifiedSince

Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday

string

createdSince

Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday

string

sortColumn

The list will sort by sort column

string

Header Parameters
Name Description Data Type Required
Authorization

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

string

AppKey

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

string

HTTP Responses
  • Code
    Description
  • 200

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

  • 400

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

  • 401

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

  • 403

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

  • 404

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

  • 500

    Internal Server Error - The SEI server was unable to fulfill the request due to an unknown condition. Please contact SEI for support. For More Info please refer to the "Response & Errors" FAQ under support.

TEST ENDPOINT
externalId

The pneumonic of the lookup name

lastModifiedSince

Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday

createdSince

Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday

sortColumn

The list will sort by sort column

Authorization

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

AppKey

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

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...

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

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

List Values

listsByPneumonic

GET

/lists

Returns the acceptable values for a specific List.

Prod:
https://api.seic.com/v1/lists
Query Parameters
Name Description Data Type Required
externalId

The pneumonic of the lookup name

string

lastModifiedSince

Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday

string

createdSince

Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday

string

sortColumn

The list will sort by sort column

string

Header Parameters
Name Description Data Type Required
Authorization

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

string

AppKey

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

string

HTTP Responses
  • Code
    Description
  • 200

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

  • 400

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

  • 401

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

  • 403

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

  • 404

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

  • 500

    Internal Server Error - The SEI server was unable to fulfill the request due to an unknown condition. Please contact SEI for support. For More Info please refer to the "Response & Errors" FAQ under support.

TEST ENDPOINT
externalId

The pneumonic of the lookup name

lastModifiedSince

Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday

createdSince

Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday

sortColumn

The list will sort by sort column

Authorization

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

AppKey

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

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...

SAMPLE REQUEST

curl -X GET \
   https://api.seic.com/v1/lists?externalId=ACCTMAINT\
  -H 'appkey: gsedgaerhDSHGRSH' \
  -H 'authorization: Bearer ADsgdnnkjnfdIKJN' \


REQUEST HEADER

Authorization: Bearer ADsgdnnkjnfdIKJN
AppKey: gsedgaerhDSHGRSH
RESPONSE HEADER

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


SAMPLE RESPONSE

 {
	"data": [{
		"externalId": "ACCTMAINT",
		"name": "AccountMaintenanceType",
		"id": "1",
		"displayName": "Account Maintenance Type",
		"valueId": "N/A",
		"changeDate": "2018-06-21T18:05:41.607",
		"createDate": "2013-11-14T18:35:34.193",
		"valueExternalId": "NA",
		"valueDisplayName": null,
		"parentId": null,
		"permissionCode": null,
		"sortOrder": 1,
		"child": [{
			"externalId": "string",
			"name": "string",
			"id": "string",
			"displayName": "string",
			"valueId": "string",
			"changeDate": "2020-02-07T16:16:53.120Z",
			"createDate": "2020-02-07T16:16:53.120Z",
			"valueExternalId": "string",
			"valueDisplayName": "string",
			"parentId": "string",
			"permissionCode": "string",
			"sortOrder": 0
		}]
	}]
}
MODEL
Operations
Name Description Data Type (L)
externalId

Unique business identifier that represents a contact, investor, product, transaction or alternate entity recognized by SEI and a third party system or application.  Many times the externalId is used to synchronize SEI sourced data with another data source for the same record.

string
valueId string
changeDate

Latest date the entity relevant to the API was modified. Date is in ISO 8601 format YYYY-MM-DD. Datetime is Eastern Standard Time (EST).

string
createDate

Initial create timestamp for the record. Datetime is Eastern Standard Time (EST).

string
valueExternalId string
valueDisplayName string
parentId

Insight unique product system identifier of the parent product, when one exists. Typically a series rolls up to a class and a class rolls up to fund.

string
permissionCode string
name

The first, last, and middle name of the user as available in the SEI application.

string
id

The unique identifier for an entity such as a calendar, event, document, account, position or tax lot.

string
displayname string


List Values

listsByPneumonic

GET

/lists

Returns the acceptable values for a specific List.

Prod:
https://api.seic.com/v1/lists
Query Parameters
Name Description Data Type Required
externalId

The pneumonic of the lookup name

string

lastModifiedSince

Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday

string

createdSince

Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday

string

sortColumn

The list will sort by sort column

string

Header Parameters
Name Description Data Type Required
Authorization

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

string

AppKey

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

string

HTTP Responses
  • Code
    Description
  • 200

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

  • 400

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

  • 401

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

  • 403

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

  • 404

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

  • 500

    Internal Server Error - The SEI server was unable to fulfill the request due to an unknown condition. Please contact SEI for support. For More Info please refer to the "Response & Errors" FAQ under support.

TEST ENDPOINT
externalId

The pneumonic of the lookup name

lastModifiedSince

Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday

createdSince

Valid values are thisQuarter, thisYear, thisMonth, thisWeek, yesterday

sortColumn

The list will sort by sort column

Authorization

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

AppKey

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

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...