SEI Developer Portal | Lists Metadata

Lists Metadata

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
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

Value
Schema

HTTP Basic

Set...

OAuth 2.0

Set...

API Key

Set...

Working...

Lists Metadata

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
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

Value
Schema

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

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
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

Value
Schema

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

REQUEST PAYLOAD MODEL

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://api.seic.com/v1/lists?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://api.seic.com/v1/lists?externalId=AQCATSUB"
        }
      ]
    }
  ],
  "paging": {
    "totalCount": 165,
    "limit": 0,
    "first": null,
    "last": null,
    "previous": null,
    "next": null,
    "self": "https://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). Date Format is UTC YYYY-MM-DDThh:mm:ss:mmm	string
changeDate	Latest date the entity relevant to the API was modified. Datetime is Eastern Standard Time (EST). Date Format is UTC YYYY-MM-DDThh:mm:ss:mmm	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

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
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

Value
Schema

HTTP Basic

Set...

OAuth 2.0

Set...

API Key

Set...

Working...

Lists Metadata

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
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

Value
Schema

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

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
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

Value
Schema

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

REQUEST PAYLOAD MODEL

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://api.seic.com/v1/lists?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://api.seic.com/v1/lists?externalId=AQCATSUB"
        }
      ]
    }
  ],
  "paging": {
    "totalCount": 165,
    "limit": 0,
    "first": null,
    "last": null,
    "previous": null,
    "next": null,
    "self": "https://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). Date Format is UTC YYYY-MM-DDThh:mm:ss:mmm	string
changeDate	Latest date the entity relevant to the API was modified. Datetime is Eastern Standard Time (EST). Date Format is UTC YYYY-MM-DDThh:mm:ss:mmm	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

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
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

Value
Schema

HTTP Basic

Set...

OAuth 2.0

Set...

API Key

Set...

Working...