Metadata

ApiV1PortfolioMetadatanGet

GET

/metadata

The metadata API returns information that can be used to invoke the suite of portfolio reporting APIs. It provides available dates, positions and other data points for portfolios that can be used as query parameters for the suite of portfolio reporting APIs.
Prod:
https://api.seic.com/v1/portfolio/metadata
Query Parameters
Name Description Data Type Required
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

id

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

string

limit

Number of records per page. Many responses have a maximum of 50 records per page.

integer

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 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

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.

id

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

limit

Number of records per page. Many responses have a maximum of 50 records per page.

Authorization

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

AppKey

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

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...

Metadata

ApiV1PortfolioMetadatanGet

GET

/metadata

The metadata API returns information that can be used to invoke the suite of portfolio reporting APIs. It provides available dates, positions and other data points for portfolios that can be used as query parameters for the suite of portfolio reporting APIs.
Prod:
https://api.seic.com/v1/portfolio/metadata
Query Parameters
Name Description Data Type Required
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

id

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

string

limit

Number of records per page. Many responses have a maximum of 50 records per page.

integer

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 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

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.

id

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

limit

Number of records per page. Many responses have a maximum of 50 records per page.

Authorization

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

AppKey

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

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...

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

Metadata

ApiV1PortfolioMetadatanGet

GET

/metadata

The metadata API returns information that can be used to invoke the suite of portfolio reporting APIs. It provides available dates, positions and other data points for portfolios that can be used as query parameters for the suite of portfolio reporting APIs.
Prod:
https://api.seic.com/v1/portfolio/metadata
Query Parameters
Name Description Data Type Required
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

id

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

string

limit

Number of records per page. Many responses have a maximum of 50 records per page.

integer

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 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

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.

id

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

limit

Number of records per page. Many responses have a maximum of 50 records per page.

Authorization

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

AppKey

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

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...

SAMPLE REQUEST

 curl -X GET \
  'https://api.seic.com/v1/portfolio/metadata' \
  -H 'AppKey: gsedgaerhDSHGRSHv' \
  -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": [
        {
            "id": "123412ABCD",
            "externalId": "12ABCD",
            "type": "Portfolio",
            "name": "12 AB SEI Fund",
            "strategyName": "Small Cap Portfolio",
            "mnemonic": null,
            "startDate": "2009-11-13T00:00:00",
            "endDate": null,
            "performanceStartDate": "2009-11-14T00:00:00",
            "status": null,
            "baseCurrencyIsoCode": "USD",
            "domicileCurrencyIsoCode": "US  ",
            "benchmarkIndex1": "AB_CDE1111_F",
            "benchmarkIndex2": null,
            "benchmarkIndex3": null,
            "benchmarkIndex4": null,
            "productUdf": {
                "text1": "2",
                "text2": "SEI Investments",
                "text3": "TRUE",
                "text4": "TRUE",
                "text5": "TRUE",
                "text6": "TRUE",
                "text7": "USD",
                "text8": null,
                "text9": null,
                "text10": null,
                "text11": "ABCD Small Cap Equity",
                "text12": "Separate Account",
                "text13": null,
                "text14": null,
                "text15": null,
                "text16": null
            }
        }
    ],
    "paging": {
        "totalCount": 1,
        "limit": 1,
        "first": "https://api.seic.com/v1/portfolio/metadata?externalId=12ABCD&firmId=1234&before=MQ==&after=MQ==",
        "last": "https://api.seic.com/v1/portfolio/metadata?externalId=12ABCD&firmId=1234&before=MQ==&after=MQ==",
        "previous": null,
        "next": null,
        "self": "https://api.seic.com/v1/portfolio/metadata?externalId=12ABCD&limit=1&firmId=1234"
    }
}
MODEL
Operations
Name Description Data Type (L)
id

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

string
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
type

Transaction Types are the basic unit for recording transactions in SEI Accounting system and identifying the specfic purpose of the debit or credit being booked.

string
mnemonic

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 mnemonic is used to synchronize SEI sourced data with another data source for the same record.

string
endDate

A schedule is created to automate the run of a report over time. The end date is the last date for when the schedule will run.

string
startDate

A schedule is created to automate the run of a report over time. The start date is the initial date for when the schedule started.

string
status

The standing, or sometimes state, of something at a particular point in time.

string
name

Name of the report. The user is expected to use the key value pairs returned by this API to construct the payload for POST report generation request.

string
strategyName Investment strategy based on which the security was aquired by a portfolio. Typically relevant for fund of funds portfolios. string
baseCurrencyIsoCode Account base currency string
performanceStartDate The inception date of a product when performance first began. In some cases, this may be different than the open date of the product. string
benchmarkIndex1 The name of the product's primary benchmark string
benchmarkIndex2 The name of the product's second benchmark string
benchmarkIndex3 The name of the product's third benchmark string
benchmarkIndex4 The name of the product's fourth benchmark string
domicileCountryIsoCode

Identifies the domicile country in ISO 3166-1 alpha-2 code format.

string
text1 Contact SEI to understand if this field is applicable to you and if yes what value it is returning. The object consists of user defined fields configured in SEI Accounting System as per discussions during client data conversion phase string


Metadata

ApiV1PortfolioMetadatanGet

GET

/metadata

The metadata API returns information that can be used to invoke the suite of portfolio reporting APIs. It provides available dates, positions and other data points for portfolios that can be used as query parameters for the suite of portfolio reporting APIs.
Prod:
https://api.seic.com/v1/portfolio/metadata
Query Parameters
Name Description Data Type Required
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

id

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

string

limit

Number of records per page. Many responses have a maximum of 50 records per page.

integer

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 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

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.

id

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

limit

Number of records per page. Many responses have a maximum of 50 records per page.

Authorization

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

AppKey

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

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...

Metadata

ApiV1PortfolioMetadatanGet

GET

/metadata

The metadata API returns information that can be used to invoke the suite of portfolio reporting APIs. It provides available dates, positions and other data points for portfolios that can be used as query parameters for the suite of portfolio reporting APIs.
Prod:
https://api.seic.com/v1/portfolio/metadata
Query Parameters
Name Description Data Type Required
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

id

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

string

limit

Number of records per page. Many responses have a maximum of 50 records per page.

integer

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 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

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.

id

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

limit

Number of records per page. Many responses have a maximum of 50 records per page.

Authorization

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

AppKey

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

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...

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

Metadata

ApiV1PortfolioMetadatanGet

GET

/metadata

The metadata API returns information that can be used to invoke the suite of portfolio reporting APIs. It provides available dates, positions and other data points for portfolios that can be used as query parameters for the suite of portfolio reporting APIs.
Prod:
https://api.seic.com/v1/portfolio/metadata
Query Parameters
Name Description Data Type Required
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

id

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

string

limit

Number of records per page. Many responses have a maximum of 50 records per page.

integer

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 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

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.

id

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

limit

Number of records per page. Many responses have a maximum of 50 records per page.

Authorization

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

AppKey

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

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...

SAMPLE REQUEST

 curl -X GET \
  'https://api.seic.com/v1/portfolio/metadata' \
  -H 'AppKey: gsedgaerhDSHGRSHv' \
  -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": [
        {
            "id": "123412ABCD",
            "externalId": "12ABCD",
            "type": "Portfolio",
            "name": "12 AB SEI Fund",
            "strategyName": "Small Cap Portfolio",
            "mnemonic": null,
            "startDate": "2009-11-13T00:00:00",
            "endDate": null,
            "performanceStartDate": "2009-11-14T00:00:00",
            "status": null,
            "baseCurrencyIsoCode": "USD",
            "domicileCurrencyIsoCode": "US  ",
            "benchmarkIndex1": "AB_CDE1111_F",
            "benchmarkIndex2": null,
            "benchmarkIndex3": null,
            "benchmarkIndex4": null,
            "productUdf": {
                "text1": "2",
                "text2": "SEI Investments",
                "text3": "TRUE",
                "text4": "TRUE",
                "text5": "TRUE",
                "text6": "TRUE",
                "text7": "USD",
                "text8": null,
                "text9": null,
                "text10": null,
                "text11": "ABCD Small Cap Equity",
                "text12": "Separate Account",
                "text13": null,
                "text14": null,
                "text15": null,
                "text16": null
            }
        }
    ],
    "paging": {
        "totalCount": 1,
        "limit": 1,
        "first": "https://api.seic.com/v1/portfolio/metadata?externalId=12ABCD&firmId=1234&before=MQ==&after=MQ==",
        "last": "https://api.seic.com/v1/portfolio/metadata?externalId=12ABCD&firmId=1234&before=MQ==&after=MQ==",
        "previous": null,
        "next": null,
        "self": "https://api.seic.com/v1/portfolio/metadata?externalId=12ABCD&limit=1&firmId=1234"
    }
}
MODEL
Operations
Name Description Data Type (L)
id

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

string
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
type

Transaction Types are the basic unit for recording transactions in SEI Accounting system and identifying the specfic purpose of the debit or credit being booked.

string
mnemonic

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 mnemonic is used to synchronize SEI sourced data with another data source for the same record.

string
endDate

A schedule is created to automate the run of a report over time. The end date is the last date for when the schedule will run.

string
startDate

A schedule is created to automate the run of a report over time. The start date is the initial date for when the schedule started.

string
status

The standing, or sometimes state, of something at a particular point in time.

string
name

Name of the report. The user is expected to use the key value pairs returned by this API to construct the payload for POST report generation request.

string
strategyName Investment strategy based on which the security was aquired by a portfolio. Typically relevant for fund of funds portfolios. string
baseCurrencyIsoCode Account base currency string
performanceStartDate The inception date of a product when performance first began. In some cases, this may be different than the open date of the product. string
benchmarkIndex1 The name of the product's primary benchmark string
benchmarkIndex2 The name of the product's second benchmark string
benchmarkIndex3 The name of the product's third benchmark string
benchmarkIndex4 The name of the product's fourth benchmark string
domicileCountryIsoCode

Identifies the domicile country in ISO 3166-1 alpha-2 code format.

string
text1 Contact SEI to understand if this field is applicable to you and if yes what value it is returning. The object consists of user defined fields configured in SEI Accounting System as per discussions during client data conversion phase string


Metadata

ApiV1PortfolioMetadatanGet

GET

/metadata

The metadata API returns information that can be used to invoke the suite of portfolio reporting APIs. It provides available dates, positions and other data points for portfolios that can be used as query parameters for the suite of portfolio reporting APIs.
Prod:
https://api.seic.com/v1/portfolio/metadata
Query Parameters
Name Description Data Type Required
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

id

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

string

limit

Number of records per page. Many responses have a maximum of 50 records per page.

integer

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 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

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.

id

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

limit

Number of records per page. Many responses have a maximum of 50 records per page.

Authorization

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

AppKey

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

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...