Reports

geneva

Method
Description
,

rsl

Method
Description
,

csv

Method
Description
,

backOffice

Method
Description
,

glIntegration

Method
Description
,

middleOffice

Method
Description

GET

Portfolio Metadata

https://api.seic.com/v1/reports/portfoliometadata

This provides the list of portfolio IDs, portfolio names, external IDs, and custodians for a specific client or firm.

backOffice

Method
Description
,

csv

Method
Description
,

geneva

Method
Description
,

glIntegration

Method
Description
,

middleOffice

Method
Description
,

rsl

Method
Description

POST

Reports

https://api.seic.com/v1/reports

Kicks off the execution of desired report for the chosen portfolio and reporting periods. Returns a GET URL in the response for the user to poll and retrieve the functional data once report execution is completed.

GET

Report Metadata

https://api.seic.com/v1/reports/metadata

Returns available list of reports that the user is entitled to view.

GET

Report

https://api.seic.com/v1/reports

Once the POST request has been submitted, the user can keep polling this endpoint to obtain a status on the report request. Returns report dataset once the execution has been completed and data is available.