Positions
GET
/{externalId}/positions
| Name | Description | Data Type | Required |
|---|---|---|---|
| asOfDate |
As of business date of the reporting data in YYYY-MM-DD. |
string |
|
| reportingPeriod |
Indicates the type of accounting record the portfolio position is, i.e. daily incremental, closed period. |
string |
|
| id |
The unique identifier for an entity such as a calendar, event, document, account, position or tax lot. |
string |
|
| securityExternalId |
Name of the security |
string |
|
| includeSecurities |
This parameter must be passed, if the user wishes to retrieve securities data points for each position record returned by the API. Valid values are true or false. |
boolean |
|
| dateType |
The date criteria by which user wants to filter. |
string |
|
| limit |
Number of records per page. Many responses have a maximum of 50 records per page. |
integer |
| 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 |
| 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 |
-
CodeDescription
-
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.
| asOfDate |
As of business date of the reporting data in YYYY-MM-DD. |
| reportingPeriod |
Indicates the type of accounting record the portfolio position is, i.e. daily incremental, closed period. |
| id |
The unique identifier for an entity such as a calendar, event, document, account, position or tax lot. |
| securityExternalId |
Name of the security |
| includeSecurities |
This parameter must be passed, if the user wishes to retrieve securities data points for each position record returned by the API. Valid values are true or false. |
| dateType |
The date criteria by which user wants to filter. |
| 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
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. null true
Working...
Positions
GET
/{externalId}/positions
| Name | Description | Data Type | Required |
|---|---|---|---|
| asOfDate |
As of business date of the reporting data in YYYY-MM-DD. |
string |
|
| reportingPeriod |
Indicates the type of accounting record the portfolio position is, i.e. daily incremental, closed period. |
string |
|
| id |
The unique identifier for an entity such as a calendar, event, document, account, position or tax lot. |
string |
|
| securityExternalId |
Name of the security |
string |
|
| includeSecurities |
This parameter must be passed, if the user wishes to retrieve securities data points for each position record returned by the API. Valid values are true or false. |
boolean |
|
| dateType |
The date criteria by which user wants to filter. |
string |
|
| limit |
Number of records per page. Many responses have a maximum of 50 records per page. |
integer |
| 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 |
| 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 |
-
CodeDescription
-
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.
| asOfDate |
As of business date of the reporting data in YYYY-MM-DD. |
| reportingPeriod |
Indicates the type of accounting record the portfolio position is, i.e. daily incremental, closed period. |
| id |
The unique identifier for an entity such as a calendar, event, document, account, position or tax lot. |
| securityExternalId |
Name of the security |
| includeSecurities |
This parameter must be passed, if the user wishes to retrieve securities data points for each position record returned by the API. Valid values are true or false. |
| dateType |
The date criteria by which user wants to filter. |
| 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
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. null true
Working...
Pass the oAuth Token and the App key to invoke this endpoint for a particular application.
Positions
GET
/{externalId}/positions
| Name | Description | Data Type | Required |
|---|---|---|---|
| asOfDate |
As of business date of the reporting data in YYYY-MM-DD. |
string |
|
| reportingPeriod |
Indicates the type of accounting record the portfolio position is, i.e. daily incremental, closed period. |
string |
|
| id |
The unique identifier for an entity such as a calendar, event, document, account, position or tax lot. |
string |
|
| securityExternalId |
Name of the security |
string |
|
| includeSecurities |
This parameter must be passed, if the user wishes to retrieve securities data points for each position record returned by the API. Valid values are true or false. |
boolean |
|
| dateType |
The date criteria by which user wants to filter. |
string |
|
| limit |
Number of records per page. Many responses have a maximum of 50 records per page. |
integer |
| 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 |
| 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 |
-
CodeDescription
-
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.
| asOfDate |
As of business date of the reporting data in YYYY-MM-DD. |
| reportingPeriod |
Indicates the type of accounting record the portfolio position is, i.e. daily incremental, closed period. |
| id |
The unique identifier for an entity such as a calendar, event, document, account, position or tax lot. |
| securityExternalId |
Name of the security |
| includeSecurities |
This parameter must be passed, if the user wishes to retrieve securities data points for each position record returned by the API. Valid values are true or false. |
| dateType |
The date criteria by which user wants to filter. |
| 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
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. null true
Working...
Without the securities object (default behavior of API): curl -X GET \ 'https://api.seic.com//v2/portfolio/WWEMMD/positions?reportingPeriod=daily&asOfDate=2020-10-10' \ -H 'Authorization: Bearer ADsgdnnkjnfdIKJN' \ -H 'AppKey: gsedgaerhDSHGRSH'
With the securities object (includeSecurities=true): curl -X GET \ 'https://api.seic.com//v2/portfolio/WWEMMD/positions?reportingPeriod=daily&asOfDate=2020-10-10&includeSecurities=true' \ -H 'Authorization: Bearer ADsgdnnkjnfdIKJN' \ -H 'AppKey: gsedgaerhDSHGRSH'
Authorization: Bearer ADsgdnnkjnfdIKJN
AppKey: gsedgaerhDSHGRSH
Content-Type: application/json Status: 200 OK requesttrackingid: 67e1ff68-164f-03ad-0f2d-5cbbfda56ec9
The following includes two sample responses: one without the securities information and one including it.
The default behavior of the API is without the securities object.
Access to the securities object depends on your third party agreement.
Without the securities object:
{
"data": {
"product": {
"id": "0000-1-0001b",
"externalId": "WWEMMD"
},
"reportingPeriod": "Closed",
"positions": [
{
"dateType": "TradeDate",
"quantity": 100,
"tradeDate": null,
"settlementDate": null,
"currencyIsoCode": "USD",
"localCurrencyIsoCode": "USD",
"longShortInidicator": "L",
"asOfDate": "2020-05-31T00:00:00",
"lastModifiedDate": "2020-06-03T21:58:46",
"glAccountCode": "",
"glAccountDescription": "",
"couponRate": 0.9,
"securityExternalId": "123456789",
"systemCurrency": {
"amortizationIncomeAmount": 0,
"marketValue": 19899,
"marketValueWithCashAccrual": 19899,
"marketValueWithNetAi": 19899,
"marketValueWithGrossAi": 19899,
"notionalCost": 19899.1,
"notionalValue": 19899,
"uglFx": 0,
"uglPrice": -15.1,
"withholdingTax": 0,
"cashAccrual": null,
"unitPrice": 60.3,
"originalCost": 19914.1,
"currentCost": 19914.1,
"originalUnitCost": 60.3458,
"currentUnitCost": 60.34575758,
"unrealizedGainLoss": -15.1,
"amortizedUnrealizedGainLoss": -15.1,
"netAccruedIncome": 0,
"grossAccruedIncome": 0,
"settleDateCash": null,
"incomeRate": null,
"fxRateLocalSystem": null,
"totalMarketValue": 8888924.49
},
"localCurrency": {
"amortizationIncomeAmount": 0,
"marketValue": 19899,
"marketValueWithCashAccrual": 19899,
"marketValueWithNetAi": 19899,
"marketValueWithGrossAi": 19899,
"notionalCost": 19914.1,
"notionalValue": 19899,
"uglFx": null,
"uglPrice": -15.1,
"withholdingTax": 0,
"cashAccrual": null,
"unitPrice": 60.3,
"originalCost": 19914.1,
"currentCost": 19914.1,
"originalUnitCost": 60.3458,
"currentUnitCost": 60.34575758,
"unrealizedGainLoss": -15.1,
"amortizedUnrealizedGainLoss": -15.1,
"netAccruedIncome": 0,
"grossAccruedIncome": 0,
"settleDateCash": null,
"incomeRate": null
},
"baseCurrency": {
"amortizationIncomeAmount": 0,
"marketValue": 19899,
"marketValueWithCashAccrual": 19899,
"marketValueWithNetAi": 19899,
"marketValueWithGrossAi": 19899,
"notionalCost": 19914.1,
"notionalValue": 19899,
"uglFx": 0,
"uglPrice": -15.1,
"withholdingTax": 0,
"cashAccrual": null,
"unitPrice": 60.3,
"originalCost": 19914.1,
"currentCost": 19914.1,
"originalUnitCost": 60.3458,
"currentUnitCost": 60.34575758,
"unrealizedGainLoss": -15.1,
"amortizedUnrealizedGainLoss": -15.1,
"netAccruedIncome": 0,
"grossAccruedIncome": 0,
"settleDateCash": null,
"incomeRate": null,
"fxRateLocalBase": 1
}
}
]
},
"paging": {
"totalCount": 1,
"limit": 1,
"first": "https://api.seic.com/v2/portfolio/WWEMMD/positions?reportingPeriod=daily&asOfDate=2020-10-10&before=MQ==&after=MQ==",
"last": "https://api.seic.com/v2/portfolio/WWEMMD/positions?reportingPeriod=daily&asOfDate=2020-10-10&before=MTUy&after=MTUy",
"previous": null,
"next": "https://api.seic.com/v2/portfolio/WWEMMD/positions?reportingPeriod=daily&asOfDate=2020-10-10&before=Mg==&after=Mg==",
"self": "https://api.seic.com/v2/portfolio/WWEMMD/positions?reportingPeriod=daily&asOfDate=2020-10-10&limit=1"
}
}
With the securities object (includeSecurities=true):
{
"data": {
"product": {
"id": "0000-1-0001b",
"externalId": "WWEMMD"
},
"reportingPeriod": "Closed",
"positions": [
{
"dateType": "TradeDate",
"quantity": 100,
"tradeDate": null,
"settlementDate": null,
"currencyIsoCode": "USD",
"localCurrencyIsoCode": "USD",
"longShortInidicator": "L",
"asOfDate": "2020-07-28T00:00:00",
"lastModifiedDate": "2020-08-03T21:58:46",
"glAccountCode": "",
"glAccountDescription": "",
"couponRate": 0.9,
"securityExternalId": "123456789",
"security": {
"id": "123456789",
"externalId": "123456789",
"cusip": "789129955",
"sedol": "3815678",
"ticker": "BBB",
"isin": "US0123456789",
"type": "Common Stock",
"assetType": "Equity",
"name": "Corp. Class A",
"maturityDate": null,
"calldate": null,
"callPrice": null,
"couponRate": null,
"currencyIsoCode": "USD",
"rating": {
"quality1": null,
"quality2": null,
"quality3": null,
"sp": null,
"spShortTerm": null,
"spLongTerm": null,
"moody": null,
"moodyShortTerm": null,
"moodyLongTerm": null,
"fitchLongTerm": null
},
"gics": {
"sectorCode": 10,
"industryGroupCode": 1010,
"industryCode": 101010,
"subIndustryCode": 10101010,
"sectorName": "Industrials",
"industryGroupName": "Capital Goods",
"industryName": "Machinery",
"subIndustryName": "Industrial Machinery"
},
"issueCountryIsoCode": "US",
"riskCountryIsoCode": "US",
"issuerIncorporationCountryIsoCode": "US"
},
"systemCurrency": {
"amortizationIncomeAmount": 0,
"marketValue": 19999,
"marketValueWithCashAccrual": 19999,
"marketValueWithNetAi": 19999,
"marketValueWithGrossAi": 19999,
"notionalCost": 19999.1,
"notionalValue": 19999,
"uglFx": 0,
"uglPrice": -10.1,
"withholdingTax": 0,
"cashAccrual": null,
"unitPrice": 60.0,
"originalCost": 19919.1,
"currentCost": 19919.1,
"originalUnitCost": 60.3456,
"currentUnitCost": 60.34564758,
"unrealizedGainLoss": -10.1,
"amortizedUnrealizedGainLoss": -10.1,
"netAccruedIncome": 0,
"grossAccruedIncome": 0,
"settleDateCash": null,
"incomeRate": null,
"fxRateLocalSystem": null,
"totalMarketValue": 8888999.49
},
"localCurrency": {
"amortizationIncomeAmount": 0,
"marketValue": 19999,
"marketValueWithCashAccrual": 19999,
"marketValueWithNetAi": 19999,
"marketValueWithGrossAi": 19999,
"notionalCost": 19915.1,
"notionalValue": 19999,
"uglFx": null,
"uglPrice": -10.1,
"withholdingTax": 0,
"cashAccrual": null,
"unitPrice": 60.0,
"originalCost": 19915.1,
"currentCost": 19915.1,
"originalUnitCost": 60.3456,
"currentUnitCost": 60.34564758,
"unrealizedGainLoss": -10.1,
"amortizedUnrealizedGainLoss": -10.1,
"netAccruedIncome": 0,
"grossAccruedIncome": 0,
"settleDateCash": null,
"incomeRate": null
},
"baseCurrency": {
"amortizationIncomeAmount": 0,
"marketValue": 19999,
"marketValueWithCashAccrual": 19999,
"marketValueWithNetAi": 19999,
"marketValueWithGrossAi": 19999,
"notionalCost": 19915.1,
"notionalValue": 19999,
"uglFx": 0,
"uglPrice": -10.1,
"withholdingTax": 0,
"cashAccrual": null,
"unitPrice": 60.0,
"originalCost": 19915.1,
"currentCost": 19915.1,
"originalUnitCost": 60.3456,
"currentUnitCost": 60.34564758,
"unrealizedGainLoss": -10.1,
"amortizedUnrealizedGainLoss": -10.1,
"netAccruedIncome": 0,
"grossAccruedIncome": 0,
"settleDateCash": null,
"incomeRate": null,
"fxRateLocalBase": 1
}
}
]
},
"paging": {
"totalCount": 1,
"limit": 1,
"first": "https://api.seic.com/v2/portfolio/WWEMMD/positions?reportingPeriod=daily&asOfDate=2020-10-10&includeSecurities=true&before=MQ==&after=MQ==",
"last": "https://api.seic.com/v2/portfolio/WWEMMD/positions?reportingPeriod=daily&asOfDate=2020-10-10&includeSecurities=true&before=MTUy&after=MTUy",
"previous": null,
"next": "https://api.seic.com/v2/portfolio/WWEMMD/positions?reportingPeriod=daily&asOfDate=2020-10-10&includeSecurities=true&before=Mg==&after=Mg==",
"self": "https://api.seic.com/v2/portfolio/WWEMMD/positions?reportingPeriod=daily&asOfDate=2020-10-10&includeSecurities=true&limit=1"
}
}
Positions
GET
/{externalId}/positions
| Name | Description | Data Type | Required |
|---|---|---|---|
| asOfDate |
As of business date of the reporting data in YYYY-MM-DD. |
string |
|
| reportingPeriod |
Indicates the type of accounting record the portfolio position is, i.e. daily incremental, closed period. |
string |
|
| id |
The unique identifier for an entity such as a calendar, event, document, account, position or tax lot. |
string |
|
| securityExternalId |
Name of the security |
string |
|
| includeSecurities |
This parameter must be passed, if the user wishes to retrieve securities data points for each position record returned by the API. Valid values are true or false. |
boolean |
|
| dateType |
The date criteria by which user wants to filter. |
string |
|
| limit |
Number of records per page. Many responses have a maximum of 50 records per page. |
integer |
| 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 |
| 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 |
-
CodeDescription
-
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.
| asOfDate |
As of business date of the reporting data in YYYY-MM-DD. |
| reportingPeriod |
Indicates the type of accounting record the portfolio position is, i.e. daily incremental, closed period. |
| id |
The unique identifier for an entity such as a calendar, event, document, account, position or tax lot. |
| securityExternalId |
Name of the security |
| includeSecurities |
This parameter must be passed, if the user wishes to retrieve securities data points for each position record returned by the API. Valid values are true or false. |
| dateType |
The date criteria by which user wants to filter. |
| 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
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. null true
Working...
Positions
GET
/{externalId}/positions
| Name | Description | Data Type | Required |
|---|---|---|---|
| asOfDate |
As of business date of the reporting data in YYYY-MM-DD. |
string |
|
| reportingPeriod |
Indicates the type of accounting record the portfolio position is, i.e. daily incremental, closed period. |
string |
|
| id |
The unique identifier for an entity such as a calendar, event, document, account, position or tax lot. |
string |
|
| securityExternalId |
Name of the security |
string |
|
| includeSecurities |
This parameter must be passed, if the user wishes to retrieve securities data points for each position record returned by the API. Valid values are true or false. |
boolean |
|
| dateType |
The date criteria by which user wants to filter. |
string |
|
| limit |
Number of records per page. Many responses have a maximum of 50 records per page. |
integer |
| 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 |
| 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 |
-
CodeDescription
-
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.
| asOfDate |
As of business date of the reporting data in YYYY-MM-DD. |
| reportingPeriod |
Indicates the type of accounting record the portfolio position is, i.e. daily incremental, closed period. |
| id |
The unique identifier for an entity such as a calendar, event, document, account, position or tax lot. |
| securityExternalId |
Name of the security |
| includeSecurities |
This parameter must be passed, if the user wishes to retrieve securities data points for each position record returned by the API. Valid values are true or false. |
| dateType |
The date criteria by which user wants to filter. |
| 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
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. null true