Lists Metadata

Lists Metadata

Set Admin Credentials...
lists

GET

/lists/metadata

Returns the collection of all reference data as it pertains to Investors, Contacts, their relationships and pending capital transaction activity.

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

The pneumonic of the lookup name

string

name

The look up name.

boolean

lastModifiedSince

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

string

createdSince

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

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
name

The look up name.
lastModifiedSince

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

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

Set...

OAuth 2.0

Set...

API Key

Set...

Working...

Lists Metadata

Set Admin Credentials...
lists

GET

/lists/metadata

Returns the collection of all reference data as it pertains to Investors, Contacts, their relationships and pending capital transaction activity.

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

The pneumonic of the lookup name

string

name

The look up name.

boolean

lastModifiedSince

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

string

createdSince

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

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
name

The look up name.
lastModifiedSince

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

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

Set...

OAuth 2.0

Set...

API Key

Set...

Working...
Test: https://test.api.seic.com/v1/lists/metadata
TLS*: https://mtls.api.seic.com/v1/lists/metadata
*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.

Lists Metadata

Set Admin Credentials...
lists

GET

/lists/metadata

Returns the collection of all reference data as it pertains to Investors, Contacts, their relationships and pending capital transaction activity.

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

The pneumonic of the lookup name

string

name

The look up name.

boolean

lastModifiedSince

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

string

createdSince

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

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
name

The look up name.
lastModifiedSince

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

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

Set...

OAuth 2.0

Set...

API Key

Set...

Working...
SAMPLE REQUEST

curl -X GET \
   https://api.seic.com/v1/lists/metadata \
  -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

 {
            "externalId": "AQCAT",
            "name": "ApprovalQueueCategoryType",
            "displayName": "Approval Queue Category Type",
            "createDate": "2018-05-25T15:13:25.287",
            "changeDate": "2018-05-25T15:13:25.287",
            "links": [
                {
                    "rel": "List",
                    "href": "https://test.api.seic.com/v1/lists?firmId=9999&externalId=AQCAT"
                }
            ],
            "child": [
                {
                    "externalId": "AQCATSUB",
                    "name": "ApprovalQueueSubCategoryType",
                    "displayName": "Approval Queue Sub Category Type",
                    "createDate": "2018-05-25T15:13:25.287",
                    "changeDate": "2018-05-25T15:13:25.287",
                    "links": [
                        {
                            "rel": "List",
                            "href": "https://test.api.seic.com/v1/lists?firmId=9999&externalId=AQCATSUB"
                        }
                    ]
                }
            ]
        },
"paging": {
        "totalCount": 165,
        "limit": 0,
        "first": null,
        "last": null,
        "previous": null,
        "next": null,
        "self": "https://test.api.seic.com/v1/lists/metadata?limit"
    }
}
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
createDate

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

 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
links

Embedded URLs in responses that allow for easier navigation.

 array
rel

The name of a link returned by the href URL. This is immutable.

 string
href

Fully configured URL to obtain more information regarding an entity. Allows for easier navigation across products. These links should not be cached.

 string
displayname string
name

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

 string


Lists Metadata

Set Admin Credentials...
lists

GET

/lists/metadata

Returns the collection of all reference data as it pertains to Investors, Contacts, their relationships and pending capital transaction activity.

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

The pneumonic of the lookup name

string

name

The look up name.

boolean

lastModifiedSince

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

string

createdSince

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

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
name

The look up name.
lastModifiedSince

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

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

Set...

OAuth 2.0

Set...

API Key

Set...

Working...

Lists Metadata

Set Admin Credentials...
lists

GET

/lists/metadata

Returns the collection of all reference data as it pertains to Investors, Contacts, their relationships and pending capital transaction activity.

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

The pneumonic of the lookup name

string

name

The look up name.

boolean

lastModifiedSince

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

string

createdSince

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

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
name

The look up name.
lastModifiedSince

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

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

Set...

OAuth 2.0

Set...

API Key

Set...

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

oAuthToken
POST


STEP 2

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

Lists Metadata

Set Admin Credentials...
lists

GET

/lists/metadata

Returns the collection of all reference data as it pertains to Investors, Contacts, their relationships and pending capital transaction activity.

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

The pneumonic of the lookup name

string

name

The look up name.

boolean

lastModifiedSince

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

string

createdSince

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

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
name

The look up name.
lastModifiedSince

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

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

Set...

OAuth 2.0

Set...

API Key

Set...

Working...
SAMPLE REQUEST

curl -X GET \
   https://api.seic.com/v1/lists/metadata \
  -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

 {
            "externalId": "AQCAT",
            "name": "ApprovalQueueCategoryType",
            "displayName": "Approval Queue Category Type",
            "createDate": "2018-05-25T15:13:25.287",
            "changeDate": "2018-05-25T15:13:25.287",
            "links": [
                {
                    "rel": "List",
                    "href": "https://test.api.seic.com/v1/lists?firmId=9999&externalId=AQCAT"
                }
            ],
            "child": [
                {
                    "externalId": "AQCATSUB",
                    "name": "ApprovalQueueSubCategoryType",
                    "displayName": "Approval Queue Sub Category Type",
                    "createDate": "2018-05-25T15:13:25.287",
                    "changeDate": "2018-05-25T15:13:25.287",
                    "links": [
                        {
                            "rel": "List",
                            "href": "https://test.api.seic.com/v1/lists?firmId=9999&externalId=AQCATSUB"
                        }
                    ]
                }
            ]
        },
"paging": {
        "totalCount": 165,
        "limit": 0,
        "first": null,
        "last": null,
        "previous": null,
        "next": null,
        "self": "https://test.api.seic.com/v1/lists/metadata?limit"
    }
}
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
createDate

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

 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
links

Embedded URLs in responses that allow for easier navigation.

 array
rel

The name of a link returned by the href URL. This is immutable.

 string
href

Fully configured URL to obtain more information regarding an entity. Allows for easier navigation across products. These links should not be cached.

 string
displayname string
name

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

 string


Lists Metadata

Set Admin Credentials...
lists

GET

/lists/metadata

Returns the collection of all reference data as it pertains to Investors, Contacts, their relationships and pending capital transaction activity.

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

The pneumonic of the lookup name

string

name

The look up name.

boolean

lastModifiedSince

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

string

createdSince

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

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
name

The look up name.
lastModifiedSince

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

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

Set...

OAuth 2.0

Set...

API Key

Set...

Working...