Metadata

Metadata

Set Admin Credentials...
ThirdPartiesMetadata

GET

/metadata

Returns a list of third parties and/or attributes associated with a third party. Third parties are defined as Custodians, Placement Agents, Related Contacts and Vendors.
Prod:
https://api.seic.com/v3/thirdparties/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

nsccId

The Depository Trust & Clearing Corporation ( DTCC) member id. This value is only populated when the third party is a custodian and a member of the DTCC's Alternative Investment Products.

string

alternateId

Alternate identifier. This is a secondary identifier typically used when integrating between systems. Use of this field is optional.

string

classification

ThirdParty Classification identifier. Valid values are "Individual" or "Entity".

string

type

ThirdParty Type identifier

string

active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced, or expected to be referenced, on a regular basis.

boolean

clientSpecific

Flag to indicate if Third Party is Client Specific

boolean

section

One or more sections can be specified to limit the fields returned in a response. Passing one or more sections will exclude other sections from being included in the response. If no sections are passed, the response will include all available fields. Can be individual or multiple delimited by a comma.

string

encoded

Denotes whether cursor query parameters are encoded (default true)

boolean

validateRequest

A flag to enable/disable request validation.

boolean

thirdPartyProperties

Describes the third party property

string

prospectFlag

Indicates if the Third Party is a prospect

boolean

prospectStatusType

Describes the status of the Third Party prospect.

string

deceasedDate

The date that the third party is deceased (if applicable). Required date format yyyy-MM-ddTHH:mm:ss.SSS. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

countryOfBirth

Unique Country Code to identify country of birth of a third party.

string

limit

Number of records per page (default 25)

string

systemIdName

Name of the field from external system.

string

systemIdValue

Value of the field from external system.

string

sortColumn

Sorts the data

string

changeStartDate

Last change start date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third parties modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

changeEndDate

Last change end date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third party modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

createStartDate

Created start date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third party created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

createEndDate

Created end date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third party created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

fax

The contact or third party's fax number.

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

firstName

First Name of the ThirdParty

string

middleName

Middle Name of the ThirdParty

string

lastName

Last Name of the ThirdParty

string

taxId

Primary tax identifier for the Investor or Contact or Third party. When used in a search, is the full digits or characters, less special characters and spacing.

string

firstCountryOfCitizenship

Primary citizenship country for Third Party.

string

secondCountryOfCitizenship

Secondary citizenship country for Third Party.

string

email

Email for the ThirdParty. A ThirdParty may have none, one or up to four email addresses. If multiple exist, only one email can be primary.

string

attention1

The first attention line of the address, typically used for a specific recipient.

string

attention2

The second attention line of the address.

string

addressLine1

The first line of the address, typically used for the street address.

string

addressLine2

The second line of the address.

string

addressLine3

The third line of the address.

string

addressLine4

The fourth line of the address.

string

city

The city of the address.

string

stateCode

The two character code for US and Canadian states and provinces.

string

postalCode

The postal code of the address.

string

countryIsoCode

Mailing Address Country Code

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.
nsccId

The Depository Trust & Clearing Corporation ( DTCC) member id. This value is only populated when the third party is a custodian and a member of the DTCC's Alternative Investment Products.
alternateId

Alternate identifier. This is a secondary identifier typically used when integrating between systems. Use of this field is optional.
classification

ThirdParty Classification identifier. Valid values are "Individual" or "Entity".
type

ThirdParty Type identifier
active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced, or expected to be referenced, on a regular basis.
clientSpecific

Flag to indicate if Third Party is Client Specific
section

One or more sections can be specified to limit the fields returned in a response. Passing one or more sections will exclude other sections from being included in the response. If no sections are passed, the response will include all available fields. Can be individual or multiple delimited by a comma.

encoded

Denotes whether cursor query parameters are encoded (default true)
validateRequest

A flag to enable/disable request validation.
thirdPartyProperties

Describes the third party property
prospectFlag

Indicates if the Third Party is a prospect
prospectStatusType

Describes the status of the Third Party prospect.

deceasedDate

The date that the third party is deceased (if applicable). Required date format yyyy-MM-ddTHH:mm:ss.SSS. Date only can also be accepted. Datetime is Eastern Standard Time (EST).
countryOfBirth

Unique Country Code to identify country of birth of a third party.

limit

Number of records per page (default 25)

systemIdName

Name of the field from external system.
systemIdValue

Value of the field from external system.
sortColumn

Sorts the data

changeStartDate

Last change start date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third parties modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

changeEndDate

Last change end date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third party modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).
createStartDate

Created start date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third party created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).
createEndDate

Created end date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third party created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).
fax

The contact or third party's fax number.

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.

firstName

First Name of the ThirdParty

middleName

Middle Name of the ThirdParty

lastName

Last Name of the ThirdParty

taxId

Primary tax identifier for the Investor or Contact or Third party. When used in a search, is the full digits or characters, less special characters and spacing.

firstCountryOfCitizenship

Primary citizenship country for Third Party.

secondCountryOfCitizenship

Secondary citizenship country for Third Party.

email

Email for the ThirdParty. A ThirdParty may have none, one or up to four email addresses. If multiple exist, only one email can be primary.

attention1

The first attention line of the address, typically used for a specific recipient.

attention2

The second attention line of the address.

addressLine1

The first line of the address, typically used for the street address.

addressLine2

The second line of the address.

addressLine3

The third line of the address.

addressLine4

The fourth line of the address.

city

The city of the address.

stateCode

The two character code for US and Canadian states and provinces.

postalCode

The postal code of the address.

countryIsoCode

Mailing Address Country Code

Request Body

HTTP Basic

Set...

OAuth 2.0

Set...

API Key

Set...

Working...

Metadata

Set Admin Credentials...
ThirdPartiesMetadata

GET

/metadata

Returns a list of third parties and/or attributes associated with a third party. Third parties are defined as Custodians, Placement Agents, Related Contacts and Vendors.
Prod:
https://api.seic.com/v3/thirdparties/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

nsccId

The Depository Trust & Clearing Corporation ( DTCC) member id. This value is only populated when the third party is a custodian and a member of the DTCC's Alternative Investment Products.

string

alternateId

Alternate identifier. This is a secondary identifier typically used when integrating between systems. Use of this field is optional.

string

classification

ThirdParty Classification identifier. Valid values are "Individual" or "Entity".

string

type

ThirdParty Type identifier

string

active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced, or expected to be referenced, on a regular basis.

boolean

clientSpecific

Flag to indicate if Third Party is Client Specific

boolean

section

One or more sections can be specified to limit the fields returned in a response. Passing one or more sections will exclude other sections from being included in the response. If no sections are passed, the response will include all available fields. Can be individual or multiple delimited by a comma.

string

encoded

Denotes whether cursor query parameters are encoded (default true)

boolean

validateRequest

A flag to enable/disable request validation.

boolean

thirdPartyProperties

Describes the third party property

string

prospectFlag

Indicates if the Third Party is a prospect

boolean

prospectStatusType

Describes the status of the Third Party prospect.

string

deceasedDate

The date that the third party is deceased (if applicable). Required date format yyyy-MM-ddTHH:mm:ss.SSS. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

countryOfBirth

Unique Country Code to identify country of birth of a third party.

string

limit

Number of records per page (default 25)

string

systemIdName

Name of the field from external system.

string

systemIdValue

Value of the field from external system.

string

sortColumn

Sorts the data

string

changeStartDate

Last change start date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third parties modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

changeEndDate

Last change end date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third party modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

createStartDate

Created start date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third party created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

createEndDate

Created end date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third party created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

fax

The contact or third party's fax number.

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

firstName

First Name of the ThirdParty

string

middleName

Middle Name of the ThirdParty

string

lastName

Last Name of the ThirdParty

string

taxId

Primary tax identifier for the Investor or Contact or Third party. When used in a search, is the full digits or characters, less special characters and spacing.

string

firstCountryOfCitizenship

Primary citizenship country for Third Party.

string

secondCountryOfCitizenship

Secondary citizenship country for Third Party.

string

email

Email for the ThirdParty. A ThirdParty may have none, one or up to four email addresses. If multiple exist, only one email can be primary.

string

attention1

The first attention line of the address, typically used for a specific recipient.

string

attention2

The second attention line of the address.

string

addressLine1

The first line of the address, typically used for the street address.

string

addressLine2

The second line of the address.

string

addressLine3

The third line of the address.

string

addressLine4

The fourth line of the address.

string

city

The city of the address.

string

stateCode

The two character code for US and Canadian states and provinces.

string

postalCode

The postal code of the address.

string

countryIsoCode

Mailing Address Country Code

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.
nsccId

The Depository Trust & Clearing Corporation ( DTCC) member id. This value is only populated when the third party is a custodian and a member of the DTCC's Alternative Investment Products.
alternateId

Alternate identifier. This is a secondary identifier typically used when integrating between systems. Use of this field is optional.
classification

ThirdParty Classification identifier. Valid values are "Individual" or "Entity".
type

ThirdParty Type identifier
active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced, or expected to be referenced, on a regular basis.
clientSpecific

Flag to indicate if Third Party is Client Specific
section

One or more sections can be specified to limit the fields returned in a response. Passing one or more sections will exclude other sections from being included in the response. If no sections are passed, the response will include all available fields. Can be individual or multiple delimited by a comma.

encoded

Denotes whether cursor query parameters are encoded (default true)
validateRequest

A flag to enable/disable request validation.
thirdPartyProperties

Describes the third party property
prospectFlag

Indicates if the Third Party is a prospect
prospectStatusType

Describes the status of the Third Party prospect.

deceasedDate

The date that the third party is deceased (if applicable). Required date format yyyy-MM-ddTHH:mm:ss.SSS. Date only can also be accepted. Datetime is Eastern Standard Time (EST).
countryOfBirth

Unique Country Code to identify country of birth of a third party.

limit

Number of records per page (default 25)

systemIdName

Name of the field from external system.
systemIdValue

Value of the field from external system.
sortColumn

Sorts the data

changeStartDate

Last change start date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third parties modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

changeEndDate

Last change end date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third party modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).
createStartDate

Created start date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third party created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).
createEndDate

Created end date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third party created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).
fax

The contact or third party's fax number.

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.

firstName

First Name of the ThirdParty

middleName

Middle Name of the ThirdParty

lastName

Last Name of the ThirdParty

taxId

Primary tax identifier for the Investor or Contact or Third party. When used in a search, is the full digits or characters, less special characters and spacing.

firstCountryOfCitizenship

Primary citizenship country for Third Party.

secondCountryOfCitizenship

Secondary citizenship country for Third Party.

email

Email for the ThirdParty. A ThirdParty may have none, one or up to four email addresses. If multiple exist, only one email can be primary.

attention1

The first attention line of the address, typically used for a specific recipient.

attention2

The second attention line of the address.

addressLine1

The first line of the address, typically used for the street address.

addressLine2

The second line of the address.

addressLine3

The third line of the address.

addressLine4

The fourth line of the address.

city

The city of the address.

stateCode

The two character code for US and Canadian states and provinces.

postalCode

The postal code of the address.

countryIsoCode

Mailing Address Country Code

Request Body

HTTP Basic

Set...

OAuth 2.0

Set...

API Key

Set...

Working...
Test: https://test.api.seic.com/v3/thirdparties/metadata
TLS*: https://mtls.api.seic.com/v3/thirdparties/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

Set Admin Credentials...
ThirdPartiesMetadata

GET

/metadata

Returns a list of third parties and/or attributes associated with a third party. Third parties are defined as Custodians, Placement Agents, Related Contacts and Vendors.
Prod:
https://api.seic.com/v3/thirdparties/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

nsccId

The Depository Trust & Clearing Corporation ( DTCC) member id. This value is only populated when the third party is a custodian and a member of the DTCC's Alternative Investment Products.

string

alternateId

Alternate identifier. This is a secondary identifier typically used when integrating between systems. Use of this field is optional.

string

classification

ThirdParty Classification identifier. Valid values are "Individual" or "Entity".

string

type

ThirdParty Type identifier

string

active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced, or expected to be referenced, on a regular basis.

boolean

clientSpecific

Flag to indicate if Third Party is Client Specific

boolean

section

One or more sections can be specified to limit the fields returned in a response. Passing one or more sections will exclude other sections from being included in the response. If no sections are passed, the response will include all available fields. Can be individual or multiple delimited by a comma.

string

encoded

Denotes whether cursor query parameters are encoded (default true)

boolean

validateRequest

A flag to enable/disable request validation.

boolean

thirdPartyProperties

Describes the third party property

string

prospectFlag

Indicates if the Third Party is a prospect

boolean

prospectStatusType

Describes the status of the Third Party prospect.

string

deceasedDate

The date that the third party is deceased (if applicable). Required date format yyyy-MM-ddTHH:mm:ss.SSS. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

countryOfBirth

Unique Country Code to identify country of birth of a third party.

string

limit

Number of records per page (default 25)

string

systemIdName

Name of the field from external system.

string

systemIdValue

Value of the field from external system.

string

sortColumn

Sorts the data

string

changeStartDate

Last change start date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third parties modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

changeEndDate

Last change end date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third party modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

createStartDate

Created start date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third party created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

createEndDate

Created end date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third party created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

fax

The contact or third party's fax number.

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

firstName

First Name of the ThirdParty

string

middleName

Middle Name of the ThirdParty

string

lastName

Last Name of the ThirdParty

string

taxId

Primary tax identifier for the Investor or Contact or Third party. When used in a search, is the full digits or characters, less special characters and spacing.

string

firstCountryOfCitizenship

Primary citizenship country for Third Party.

string

secondCountryOfCitizenship

Secondary citizenship country for Third Party.

string

email

Email for the ThirdParty. A ThirdParty may have none, one or up to four email addresses. If multiple exist, only one email can be primary.

string

attention1

The first attention line of the address, typically used for a specific recipient.

string

attention2

The second attention line of the address.

string

addressLine1

The first line of the address, typically used for the street address.

string

addressLine2

The second line of the address.

string

addressLine3

The third line of the address.

string

addressLine4

The fourth line of the address.

string

city

The city of the address.

string

stateCode

The two character code for US and Canadian states and provinces.

string

postalCode

The postal code of the address.

string

countryIsoCode

Mailing Address Country Code

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.
nsccId

The Depository Trust & Clearing Corporation ( DTCC) member id. This value is only populated when the third party is a custodian and a member of the DTCC's Alternative Investment Products.
alternateId

Alternate identifier. This is a secondary identifier typically used when integrating between systems. Use of this field is optional.
classification

ThirdParty Classification identifier. Valid values are "Individual" or "Entity".
type

ThirdParty Type identifier
active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced, or expected to be referenced, on a regular basis.
clientSpecific

Flag to indicate if Third Party is Client Specific
section

One or more sections can be specified to limit the fields returned in a response. Passing one or more sections will exclude other sections from being included in the response. If no sections are passed, the response will include all available fields. Can be individual or multiple delimited by a comma.

encoded

Denotes whether cursor query parameters are encoded (default true)
validateRequest

A flag to enable/disable request validation.
thirdPartyProperties

Describes the third party property
prospectFlag

Indicates if the Third Party is a prospect
prospectStatusType

Describes the status of the Third Party prospect.

deceasedDate

The date that the third party is deceased (if applicable). Required date format yyyy-MM-ddTHH:mm:ss.SSS. Date only can also be accepted. Datetime is Eastern Standard Time (EST).
countryOfBirth

Unique Country Code to identify country of birth of a third party.

limit

Number of records per page (default 25)

systemIdName

Name of the field from external system.
systemIdValue

Value of the field from external system.
sortColumn

Sorts the data

changeStartDate

Last change start date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third parties modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

changeEndDate

Last change end date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third party modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).
createStartDate

Created start date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third party created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).
createEndDate

Created end date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third party created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).
fax

The contact or third party's fax number.

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.

firstName

First Name of the ThirdParty

middleName

Middle Name of the ThirdParty

lastName

Last Name of the ThirdParty

taxId

Primary tax identifier for the Investor or Contact or Third party. When used in a search, is the full digits or characters, less special characters and spacing.

firstCountryOfCitizenship

Primary citizenship country for Third Party.

secondCountryOfCitizenship

Secondary citizenship country for Third Party.

email

Email for the ThirdParty. A ThirdParty may have none, one or up to four email addresses. If multiple exist, only one email can be primary.

attention1

The first attention line of the address, typically used for a specific recipient.

attention2

The second attention line of the address.

addressLine1

The first line of the address, typically used for the street address.

addressLine2

The second line of the address.

addressLine3

The third line of the address.

addressLine4

The fourth line of the address.

city

The city of the address.

stateCode

The two character code for US and Canadian states and provinces.

postalCode

The postal code of the address.

countryIsoCode

Mailing Address Country Code

Request Body

HTTP Basic

Set...

OAuth 2.0

Set...

API Key

Set...

Working...
SAMPLE REQUEST

curl --location --request GET 'https://api.seic.com/v3/thirdparties/metadata' \
--header 'Authorization: Bearer ADsgdnnkjnfdIKJN' \
--header 'AppKey: gsedgaerhDSHGRSH'


REQUEST HEADER

Authorization: Bearer ADsgdnnkjnfdIKJN
AppKey: gsedgaerhDSHGRSH
REQUEST PAYLOAD MODEL
Operations
RESPONSE HEADER

Content: Type: application/json
Status: 200 OK 
Requesttrackingid: 67e1ff68-164f-03ad-0f2d-5cbbfda56ec9


SAMPLE RESPONSE

{
  "data": [
    {
      "externalId": "1234",
      "nsccId": null,
      "alternateId": "10000",
      "type": "Contact",
      "active": true,
      "clientId": "1111",
      "classification": "Individual",
      "employmentStatus": null,
      "occupation": null,
      "annualIncomeType": null,
      "lastNetProfit": null,
      "lastNetProfitCurrency": null,
      "incomeTaxBandRate": null,
      "annualIncome": null,
      "changeDate": "2021-01-28T21:39:21.78",
      "annualIncomeCurrency": null,
      "createDate": "2020-12-11T03:33:08.02",
      "prospectFlag": "false",
      "prospectStatusType": "InterestedParty",
      "clientSpecific": true,
      "attributes": [
        {
          "name": "string",
          "value": "string",
          "explanation": null
        }
      ],
      "pii": {
        "fullName": "string",
        "prefix": null,
        "firstName": "string",
        "middleName": "string",
        "lastName": "string",
        "suffix": null,
        "gender": null,
        "maritalStatus": null,
        "taxType": null,
        "taxId": null,
        "birthDateDateOfFormation": null,
        "countryOfBirth": null,
        "countryOfDomicile": null,
        "firstCountryOfCitizenship": null,
        "secondCountryOfCitizenship": null,
        "deceasedDate": null
      },
      "address": [
        {
          "type": "Legal",
          "attention1": null,
          "attention2": "string",
          "addressLine1": "string",
          "addressLine2": "string",
          "addressLine3": null,
          "addressLine4": null,
          "city": "string",
          "stateCode": "string",
          "postalCode": "10000",
          "countryIsoCode": "US",
          "salutation": null
        }
      ],
      "email": [
        {
          "email": "test@email.com",
          "type": "Work",
          "primary": true
        },
        {
          "email": "test@email.com",
          "type": "Group",
          "primary": false
        }
      ],
      "phone": [
        {
          "phone": "+1 200 700-3000",
          "phoneExtension": null,
          "type": "Work",
          "primary": true,
          "countryIsoCode": "US",
          "fax": null
        }
      ],
      "phoneNumbers": {
        "fax": "string",
        "phone": [
          {
            "phone": "string",
            "type": "string",
            "primary": "string",
            "countryIsoCode": "string"
          }
        ]
      },
      "systemIdentifier": [
        {
          "name": "IMS",
          "value": "1234"
        }
      ],
      "thirdPartyProperties": "Non Disclosure Agreement"
    }
  ],
  "paging": {
    "cursors": {
      "before": "NDM1NTcw",
      "after": "NDM1NTcw",
      "max": "NDM1NTcw",
      "last": null,
      "resultCount": 1
    },
    "totalCount": 1,
    "limit": 100,
    "previous": null,
    "next": null,
    "self": "https://api.seic.com/v3/thirdparties/metadata?externalId=1234&limit=100",
    "first": "https://api.seic.com/v3/thirdparties/metadata?externalId=1234&limit=100",
    "last": null
  }
}
MODEL
Operations
Name Description Data Type (L)
thirdPartyProperties Describes the Third Party Property string
alternateId

Alternate identifier. This is a secondary identifier typically used when integrating between systems. Use of this field is optional.

 string (30)
primary

Indicates that the email is the primary email if there is more than one.

 boolean
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
fullName

The full legal name of the investor,manager or contact or any other entity represented by the object grouping of the field in the JSON response structure.

 string(250)
type

Describes the type of transaction. A full list of transaction types can be obtained through the Lists API.

 string
active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced, or expected to be referenced, on a regular basis.

 boolean
taxId

Primary tax identifier for the Investor or Contact or Third party. When used in a search, is the full digits or characters, less special characters and spacing.

 string(40)
clientId

This is the four digit internal SEI client identifier to be used for quickly identifying clients.

 string
firstName

The first name for the financial advisor, investor,manager or contact or third party

 string(50)
lastName

The last name for the financial advisor, investor,manager or contact or third party

 string(50)
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
createDate

Initial create timestamp for the record. Datetime is Eastern Standard Time (EST). Date Format is UTC YYYY-MM-DDThh:mm:ss:mmm

 string
pii

Personally identifiable information (PII) is any data that could potentially identify a specific individual. Any information that can be used to distinguish one person from another and can be used for de-anonymizing data can be considered PII.

 object
address

A physical address for the entity in the context of the API product. This could be an investor or a contact. The address object structure will look similar to: Field type attention1 attention2 addressLine1 addressLine2 addressLine3 addressLine4 city stateCode postalCode countryIsoCode  

 object
attention1

The first attention line of the address, typically used for a specific recipient.

 string(60)
attention2

The second attention line of the address.

 string(60)
addressLine1

The first line of the address, typically used for the street address.

 string(60)
addressLine2

The second line of the address.

 string(60)
addressLine3

The third line of the address.

 string(60)
city

The city of the address.

 string(60)
stateCode

The two character code for US and Canadian states and provinces.

 string
postalCode

The postal code of the address.

 string
email

A collection of data points specific to a contact's email address.

 object
phone

The contact's phone number. Phone numbers may not be maintained for the contact.

 string
nsccId

The Depository Trust &amp Clearing Corporation ( DTCC) member id. This value is only populated when the third party is a custodian and a member of the DTCC's Alternative Investment Products.

 string(40)
firstCountryOfCitizenship

Primary citizenship country for Third Party.

 string
secondCountryOfCitizenship

Secondary citizenship country for Third Party

 string
classification

Identifies if the Third Party is an Individual or an Entity.

 string
prefix

Prefix for a Third Party where Third Party is an Individual. Value for Prefix: Mr., Mrs., Ms., Dr.

 string
suffix

Suffix for a Third Party where Third Party is an Individual.Value for Suffix: Jr., Sr., Esq.

 string
middleName

Middle name for Third Party 

 string(50)
employmentStatus

Identifies the Employment status of a Third Party.

 string
occupation

Identifies the occupation of a Third Party.

 string
annualIncomeType

Identifies the Annual Income Type of a Third Party.

 string(4)
lastNetProfit

Identifies the Last Net Profit of a Third Party.

 string(9)
lastNetProfitCurrency

Identifies the Last Net Profit Currency of a Third Party.

 string
incomeTaxBandRate

The income tax band rate of the Third Party.

 string(10)
annualIncome

Annual income of the Third Party

 number(9)
annualIncomeCurrency

Indicates currency of Annual Income for Third Party.

 string(3)
maritalStatus

Indicates the Marital Status of the Third Party

 string
prospectStatusType

Indicates the status of the Prospect.

 string
addressLine4

The fourth line of the address.

 string(60)
prospectFlag

Indicates if the Third Party is a Prospect

 boolean
taxType

Investor's tax type as indicated on the tax form. A full list of tax types can be obtained through the Lists API.

 string(30)
countryOfBirth

The country that the third party was born in

 string
countryOfDomicile

The domicile country of Third Party when they are an organization

 string
deceasedDate

The date that the third party is deceased (if applicable). Required date format yyyy-MM-ddTHH:mm:ss.SSS. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

 string
genderType

Identifies the gender of a Third Party where Third Party is an Individual.

 string
birthDate

Date of birth or date of formation in the format MM/DD/YYYY.

 string
addressType

An investor may have up to three addresses tracked for different purposes. A full list of investor address types can be obtained through the Lists API.

 string
phoneNumber

The contact's phone number. Phone numbers may not be maintained for the contact.

 string
clientSpecific Flag to indicate if Third Party is Client Specific boolean
email
Field Definition

primaryEmail

A collection of data points that represent 1 or more email addresses and email address attributes associated with a Contact. A Contact may have up to 4 phone numbers. A primary email must exist before additional emails can be captured. The primary, and only the primary, is used for SEI Investor Dashboard access, if applicable.
type Indicates the type of email address. Sample values include "Work,Personal etc"

 

 object
systemIdentifier Source system unique Product system identifier. varchar
attributes

Investor pending transaction attributes are for specific custom processes and can be used only under specific circumstances.

 object
explanation Describes the nature of the certification. string
attributeName

A characteristic that further defines the contact's relationship to the investor in a system consumable format, typically the attribute display name without spaces.

 string
attributeValue

For a contact relationship, defines whether the attributeName is ‘true’ or ‘false’, e.g., if the contact relationship is acting in an authorized signer capacity, then the attributeName is ‘authorized signer’ and the attributeValue is ‘true’. When the relationship is no longer acting in that capacity, then the attributeValue would be ‘false’.

 string
systemIdValue Value of the field from external system. string
systemIdName Name of the field from external system. string
fax

The contact&#039 s or thirdparty&#039 s fax number.

 string
countryIsoCode

ISO country code ISO 3166-1 alpha-2 code format.

 string


Metadata

Set Admin Credentials...
ThirdPartiesMetadata

GET

/metadata

Returns a list of third parties and/or attributes associated with a third party. Third parties are defined as Custodians, Placement Agents, Related Contacts and Vendors.
Prod:
https://api.seic.com/v3/thirdparties/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

nsccId

The Depository Trust & Clearing Corporation ( DTCC) member id. This value is only populated when the third party is a custodian and a member of the DTCC's Alternative Investment Products.

string

alternateId

Alternate identifier. This is a secondary identifier typically used when integrating between systems. Use of this field is optional.

string

classification

ThirdParty Classification identifier. Valid values are "Individual" or "Entity".

string

type

ThirdParty Type identifier

string

active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced, or expected to be referenced, on a regular basis.

boolean

clientSpecific

Flag to indicate if Third Party is Client Specific

boolean

section

One or more sections can be specified to limit the fields returned in a response. Passing one or more sections will exclude other sections from being included in the response. If no sections are passed, the response will include all available fields. Can be individual or multiple delimited by a comma.

string

encoded

Denotes whether cursor query parameters are encoded (default true)

boolean

validateRequest

A flag to enable/disable request validation.

boolean

thirdPartyProperties

Describes the third party property

string

prospectFlag

Indicates if the Third Party is a prospect

boolean

prospectStatusType

Describes the status of the Third Party prospect.

string

deceasedDate

The date that the third party is deceased (if applicable). Required date format yyyy-MM-ddTHH:mm:ss.SSS. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

countryOfBirth

Unique Country Code to identify country of birth of a third party.

string

limit

Number of records per page (default 25)

string

systemIdName

Name of the field from external system.

string

systemIdValue

Value of the field from external system.

string

sortColumn

Sorts the data

string

changeStartDate

Last change start date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third parties modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

changeEndDate

Last change end date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third party modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

createStartDate

Created start date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third party created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

createEndDate

Created end date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third party created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

fax

The contact or third party's fax number.

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

firstName

First Name of the ThirdParty

string

middleName

Middle Name of the ThirdParty

string

lastName

Last Name of the ThirdParty

string

taxId

Primary tax identifier for the Investor or Contact or Third party. When used in a search, is the full digits or characters, less special characters and spacing.

string

firstCountryOfCitizenship

Primary citizenship country for Third Party.

string

secondCountryOfCitizenship

Secondary citizenship country for Third Party.

string

email

Email for the ThirdParty. A ThirdParty may have none, one or up to four email addresses. If multiple exist, only one email can be primary.

string

attention1

The first attention line of the address, typically used for a specific recipient.

string

attention2

The second attention line of the address.

string

addressLine1

The first line of the address, typically used for the street address.

string

addressLine2

The second line of the address.

string

addressLine3

The third line of the address.

string

addressLine4

The fourth line of the address.

string

city

The city of the address.

string

stateCode

The two character code for US and Canadian states and provinces.

string

postalCode

The postal code of the address.

string

countryIsoCode

Mailing Address Country Code

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.
nsccId

The Depository Trust & Clearing Corporation ( DTCC) member id. This value is only populated when the third party is a custodian and a member of the DTCC's Alternative Investment Products.
alternateId

Alternate identifier. This is a secondary identifier typically used when integrating between systems. Use of this field is optional.
classification

ThirdParty Classification identifier. Valid values are "Individual" or "Entity".
type

ThirdParty Type identifier
active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced, or expected to be referenced, on a regular basis.
clientSpecific

Flag to indicate if Third Party is Client Specific
section

One or more sections can be specified to limit the fields returned in a response. Passing one or more sections will exclude other sections from being included in the response. If no sections are passed, the response will include all available fields. Can be individual or multiple delimited by a comma.

encoded

Denotes whether cursor query parameters are encoded (default true)
validateRequest

A flag to enable/disable request validation.
thirdPartyProperties

Describes the third party property
prospectFlag

Indicates if the Third Party is a prospect
prospectStatusType

Describes the status of the Third Party prospect.

deceasedDate

The date that the third party is deceased (if applicable). Required date format yyyy-MM-ddTHH:mm:ss.SSS. Date only can also be accepted. Datetime is Eastern Standard Time (EST).
countryOfBirth

Unique Country Code to identify country of birth of a third party.

limit

Number of records per page (default 25)

systemIdName

Name of the field from external system.
systemIdValue

Value of the field from external system.
sortColumn

Sorts the data

changeStartDate

Last change start date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third parties modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

changeEndDate

Last change end date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third party modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).
createStartDate

Created start date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third party created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).
createEndDate

Created end date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third party created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).
fax

The contact or third party's fax number.

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.

firstName

First Name of the ThirdParty

middleName

Middle Name of the ThirdParty

lastName

Last Name of the ThirdParty

taxId

Primary tax identifier for the Investor or Contact or Third party. When used in a search, is the full digits or characters, less special characters and spacing.

firstCountryOfCitizenship

Primary citizenship country for Third Party.

secondCountryOfCitizenship

Secondary citizenship country for Third Party.

email

Email for the ThirdParty. A ThirdParty may have none, one or up to four email addresses. If multiple exist, only one email can be primary.

attention1

The first attention line of the address, typically used for a specific recipient.

attention2

The second attention line of the address.

addressLine1

The first line of the address, typically used for the street address.

addressLine2

The second line of the address.

addressLine3

The third line of the address.

addressLine4

The fourth line of the address.

city

The city of the address.

stateCode

The two character code for US and Canadian states and provinces.

postalCode

The postal code of the address.

countryIsoCode

Mailing Address Country Code

Request Body

HTTP Basic

Set...

OAuth 2.0

Set...

API Key

Set...

Working...

Metadata

Set Admin Credentials...
ThirdPartiesMetadata

GET

/metadata

Returns a list of third parties and/or attributes associated with a third party. Third parties are defined as Custodians, Placement Agents, Related Contacts and Vendors.
Prod:
https://api.seic.com/v3/thirdparties/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

nsccId

The Depository Trust & Clearing Corporation ( DTCC) member id. This value is only populated when the third party is a custodian and a member of the DTCC's Alternative Investment Products.

string

alternateId

Alternate identifier. This is a secondary identifier typically used when integrating between systems. Use of this field is optional.

string

classification

ThirdParty Classification identifier. Valid values are "Individual" or "Entity".

string

type

ThirdParty Type identifier

string

active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced, or expected to be referenced, on a regular basis.

boolean

clientSpecific

Flag to indicate if Third Party is Client Specific

boolean

section

One or more sections can be specified to limit the fields returned in a response. Passing one or more sections will exclude other sections from being included in the response. If no sections are passed, the response will include all available fields. Can be individual or multiple delimited by a comma.

string

encoded

Denotes whether cursor query parameters are encoded (default true)

boolean

validateRequest

A flag to enable/disable request validation.

boolean

thirdPartyProperties

Describes the third party property

string

prospectFlag

Indicates if the Third Party is a prospect

boolean

prospectStatusType

Describes the status of the Third Party prospect.

string

deceasedDate

The date that the third party is deceased (if applicable). Required date format yyyy-MM-ddTHH:mm:ss.SSS. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

countryOfBirth

Unique Country Code to identify country of birth of a third party.

string

limit

Number of records per page (default 25)

string

systemIdName

Name of the field from external system.

string

systemIdValue

Value of the field from external system.

string

sortColumn

Sorts the data

string

changeStartDate

Last change start date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third parties modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

changeEndDate

Last change end date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third party modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

createStartDate

Created start date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third party created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

createEndDate

Created end date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third party created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

fax

The contact or third party's fax number.

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

firstName

First Name of the ThirdParty

string

middleName

Middle Name of the ThirdParty

string

lastName

Last Name of the ThirdParty

string

taxId

Primary tax identifier for the Investor or Contact or Third party. When used in a search, is the full digits or characters, less special characters and spacing.

string

firstCountryOfCitizenship

Primary citizenship country for Third Party.

string

secondCountryOfCitizenship

Secondary citizenship country for Third Party.

string

email

Email for the ThirdParty. A ThirdParty may have none, one or up to four email addresses. If multiple exist, only one email can be primary.

string

attention1

The first attention line of the address, typically used for a specific recipient.

string

attention2

The second attention line of the address.

string

addressLine1

The first line of the address, typically used for the street address.

string

addressLine2

The second line of the address.

string

addressLine3

The third line of the address.

string

addressLine4

The fourth line of the address.

string

city

The city of the address.

string

stateCode

The two character code for US and Canadian states and provinces.

string

postalCode

The postal code of the address.

string

countryIsoCode

Mailing Address Country Code

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.
nsccId

The Depository Trust & Clearing Corporation ( DTCC) member id. This value is only populated when the third party is a custodian and a member of the DTCC's Alternative Investment Products.
alternateId

Alternate identifier. This is a secondary identifier typically used when integrating between systems. Use of this field is optional.
classification

ThirdParty Classification identifier. Valid values are "Individual" or "Entity".
type

ThirdParty Type identifier
active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced, or expected to be referenced, on a regular basis.
clientSpecific

Flag to indicate if Third Party is Client Specific
section

One or more sections can be specified to limit the fields returned in a response. Passing one or more sections will exclude other sections from being included in the response. If no sections are passed, the response will include all available fields. Can be individual or multiple delimited by a comma.

encoded

Denotes whether cursor query parameters are encoded (default true)
validateRequest

A flag to enable/disable request validation.
thirdPartyProperties

Describes the third party property
prospectFlag

Indicates if the Third Party is a prospect
prospectStatusType

Describes the status of the Third Party prospect.

deceasedDate

The date that the third party is deceased (if applicable). Required date format yyyy-MM-ddTHH:mm:ss.SSS. Date only can also be accepted. Datetime is Eastern Standard Time (EST).
countryOfBirth

Unique Country Code to identify country of birth of a third party.

limit

Number of records per page (default 25)

systemIdName

Name of the field from external system.
systemIdValue

Value of the field from external system.
sortColumn

Sorts the data

changeStartDate

Last change start date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third parties modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

changeEndDate

Last change end date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third party modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).
createStartDate

Created start date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third party created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).
createEndDate

Created end date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third party created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).
fax

The contact or third party's fax number.

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.

firstName

First Name of the ThirdParty

middleName

Middle Name of the ThirdParty

lastName

Last Name of the ThirdParty

taxId

Primary tax identifier for the Investor or Contact or Third party. When used in a search, is the full digits or characters, less special characters and spacing.

firstCountryOfCitizenship

Primary citizenship country for Third Party.

secondCountryOfCitizenship

Secondary citizenship country for Third Party.

email

Email for the ThirdParty. A ThirdParty may have none, one or up to four email addresses. If multiple exist, only one email can be primary.

attention1

The first attention line of the address, typically used for a specific recipient.

attention2

The second attention line of the address.

addressLine1

The first line of the address, typically used for the street address.

addressLine2

The second line of the address.

addressLine3

The third line of the address.

addressLine4

The fourth line of the address.

city

The city of the address.

stateCode

The two character code for US and Canadian states and provinces.

postalCode

The postal code of the address.

countryIsoCode

Mailing Address Country Code

Request Body

HTTP Basic

Set...

OAuth 2.0

Set...

API Key

Set...

Working...
Test: https://test.api.seic.com/v3/thirdparties/metadata
TLS*: https://mtls.api.seic.com/v3/thirdparties/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.

Metadata

Set Admin Credentials...
ThirdPartiesMetadata

GET

/metadata

Returns a list of third parties and/or attributes associated with a third party. Third parties are defined as Custodians, Placement Agents, Related Contacts and Vendors.
Prod:
https://api.seic.com/v3/thirdparties/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

nsccId

The Depository Trust & Clearing Corporation ( DTCC) member id. This value is only populated when the third party is a custodian and a member of the DTCC's Alternative Investment Products.

string

alternateId

Alternate identifier. This is a secondary identifier typically used when integrating between systems. Use of this field is optional.

string

classification

ThirdParty Classification identifier. Valid values are "Individual" or "Entity".

string

type

ThirdParty Type identifier

string

active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced, or expected to be referenced, on a regular basis.

boolean

clientSpecific

Flag to indicate if Third Party is Client Specific

boolean

section

One or more sections can be specified to limit the fields returned in a response. Passing one or more sections will exclude other sections from being included in the response. If no sections are passed, the response will include all available fields. Can be individual or multiple delimited by a comma.

string

encoded

Denotes whether cursor query parameters are encoded (default true)

boolean

validateRequest

A flag to enable/disable request validation.

boolean

thirdPartyProperties

Describes the third party property

string

prospectFlag

Indicates if the Third Party is a prospect

boolean

prospectStatusType

Describes the status of the Third Party prospect.

string

deceasedDate

The date that the third party is deceased (if applicable). Required date format yyyy-MM-ddTHH:mm:ss.SSS. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

countryOfBirth

Unique Country Code to identify country of birth of a third party.

string

limit

Number of records per page (default 25)

string

systemIdName

Name of the field from external system.

string

systemIdValue

Value of the field from external system.

string

sortColumn

Sorts the data

string

changeStartDate

Last change start date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third parties modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

changeEndDate

Last change end date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third party modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

createStartDate

Created start date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third party created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

createEndDate

Created end date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third party created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

fax

The contact or third party's fax number.

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

firstName

First Name of the ThirdParty

string

middleName

Middle Name of the ThirdParty

string

lastName

Last Name of the ThirdParty

string

taxId

Primary tax identifier for the Investor or Contact or Third party. When used in a search, is the full digits or characters, less special characters and spacing.

string

firstCountryOfCitizenship

Primary citizenship country for Third Party.

string

secondCountryOfCitizenship

Secondary citizenship country for Third Party.

string

email

Email for the ThirdParty. A ThirdParty may have none, one or up to four email addresses. If multiple exist, only one email can be primary.

string

attention1

The first attention line of the address, typically used for a specific recipient.

string

attention2

The second attention line of the address.

string

addressLine1

The first line of the address, typically used for the street address.

string

addressLine2

The second line of the address.

string

addressLine3

The third line of the address.

string

addressLine4

The fourth line of the address.

string

city

The city of the address.

string

stateCode

The two character code for US and Canadian states and provinces.

string

postalCode

The postal code of the address.

string

countryIsoCode

Mailing Address Country Code

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.
nsccId

The Depository Trust & Clearing Corporation ( DTCC) member id. This value is only populated when the third party is a custodian and a member of the DTCC's Alternative Investment Products.
alternateId

Alternate identifier. This is a secondary identifier typically used when integrating between systems. Use of this field is optional.
classification

ThirdParty Classification identifier. Valid values are "Individual" or "Entity".
type

ThirdParty Type identifier
active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced, or expected to be referenced, on a regular basis.
clientSpecific

Flag to indicate if Third Party is Client Specific
section

One or more sections can be specified to limit the fields returned in a response. Passing one or more sections will exclude other sections from being included in the response. If no sections are passed, the response will include all available fields. Can be individual or multiple delimited by a comma.

encoded

Denotes whether cursor query parameters are encoded (default true)
validateRequest

A flag to enable/disable request validation.
thirdPartyProperties

Describes the third party property
prospectFlag

Indicates if the Third Party is a prospect
prospectStatusType

Describes the status of the Third Party prospect.

deceasedDate

The date that the third party is deceased (if applicable). Required date format yyyy-MM-ddTHH:mm:ss.SSS. Date only can also be accepted. Datetime is Eastern Standard Time (EST).
countryOfBirth

Unique Country Code to identify country of birth of a third party.

limit

Number of records per page (default 25)

systemIdName

Name of the field from external system.
systemIdValue

Value of the field from external system.
sortColumn

Sorts the data

changeStartDate

Last change start date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third parties modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

changeEndDate

Last change end date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third party modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).
createStartDate

Created start date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third party created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).
createEndDate

Created end date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third party created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).
fax

The contact or third party's fax number.

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.

firstName

First Name of the ThirdParty

middleName

Middle Name of the ThirdParty

lastName

Last Name of the ThirdParty

taxId

Primary tax identifier for the Investor or Contact or Third party. When used in a search, is the full digits or characters, less special characters and spacing.

firstCountryOfCitizenship

Primary citizenship country for Third Party.

secondCountryOfCitizenship

Secondary citizenship country for Third Party.

email

Email for the ThirdParty. A ThirdParty may have none, one or up to four email addresses. If multiple exist, only one email can be primary.

attention1

The first attention line of the address, typically used for a specific recipient.

attention2

The second attention line of the address.

addressLine1

The first line of the address, typically used for the street address.

addressLine2

The second line of the address.

addressLine3

The third line of the address.

addressLine4

The fourth line of the address.

city

The city of the address.

stateCode

The two character code for US and Canadian states and provinces.

postalCode

The postal code of the address.

countryIsoCode

Mailing Address Country Code

Request Body

HTTP Basic

Set...

OAuth 2.0

Set...

API Key

Set...

Working...
SAMPLE REQUEST

curl --location --request GET 'https://api.seic.com/v3/thirdparties/metadata' \
--header 'Authorization: Bearer ADsgdnnkjnfdIKJN' \
--header 'AppKey: gsedgaerhDSHGRSH'


REQUEST HEADER

Authorization: Bearer ADsgdnnkjnfdIKJN
AppKey: gsedgaerhDSHGRSH
REQUEST PAYLOAD MODEL
Operations
RESPONSE HEADER

Content: Type: application/json
Status: 200 OK 
Requesttrackingid: 67e1ff68-164f-03ad-0f2d-5cbbfda56ec9


SAMPLE RESPONSE

{
  "data": [
    {
      "externalId": "1234",
      "nsccId": null,
      "alternateId": "10000",
      "type": "Contact",
      "active": true,
      "clientId": "1111",
      "classification": "Individual",
      "employmentStatus": null,
      "occupation": null,
      "annualIncomeType": null,
      "lastNetProfit": null,
      "lastNetProfitCurrency": null,
      "incomeTaxBandRate": null,
      "annualIncome": null,
      "changeDate": "2021-01-28T21:39:21.78",
      "annualIncomeCurrency": null,
      "createDate": "2020-12-11T03:33:08.02",
      "prospectFlag": "false",
      "prospectStatusType": "InterestedParty",
      "clientSpecific": true,
      "attributes": [
        {
          "name": "string",
          "value": "string",
          "explanation": null
        }
      ],
      "pii": {
        "fullName": "string",
        "prefix": null,
        "firstName": "string",
        "middleName": "string",
        "lastName": "string",
        "suffix": null,
        "gender": null,
        "maritalStatus": null,
        "taxType": null,
        "taxId": null,
        "birthDateDateOfFormation": null,
        "countryOfBirth": null,
        "countryOfDomicile": null,
        "firstCountryOfCitizenship": null,
        "secondCountryOfCitizenship": null,
        "deceasedDate": null
      },
      "address": [
        {
          "type": "Legal",
          "attention1": null,
          "attention2": "string",
          "addressLine1": "string",
          "addressLine2": "string",
          "addressLine3": null,
          "addressLine4": null,
          "city": "string",
          "stateCode": "string",
          "postalCode": "10000",
          "countryIsoCode": "US",
          "salutation": null
        }
      ],
      "email": [
        {
          "email": "test@email.com",
          "type": "Work",
          "primary": true
        },
        {
          "email": "test@email.com",
          "type": "Group",
          "primary": false
        }
      ],
      "phone": [
        {
          "phone": "+1 200 700-3000",
          "phoneExtension": null,
          "type": "Work",
          "primary": true,
          "countryIsoCode": "US",
          "fax": null
        }
      ],
      "phoneNumbers": {
        "fax": "string",
        "phone": [
          {
            "phone": "string",
            "type": "string",
            "primary": "string",
            "countryIsoCode": "string"
          }
        ]
      },
      "systemIdentifier": [
        {
          "name": "IMS",
          "value": "1234"
        }
      ],
      "thirdPartyProperties": "Non Disclosure Agreement"
    }
  ],
  "paging": {
    "cursors": {
      "before": "NDM1NTcw",
      "after": "NDM1NTcw",
      "max": "NDM1NTcw",
      "last": null,
      "resultCount": 1
    },
    "totalCount": 1,
    "limit": 100,
    "previous": null,
    "next": null,
    "self": "https://api.seic.com/v3/thirdparties/metadata?externalId=1234&limit=100",
    "first": "https://api.seic.com/v3/thirdparties/metadata?externalId=1234&limit=100",
    "last": null
  }
}
MODEL
Operations
Name Description Data Type (L)
thirdPartyProperties Describes the Third Party Property string
alternateId

Alternate identifier. This is a secondary identifier typically used when integrating between systems. Use of this field is optional.

 string (30)
primary

Indicates that the email is the primary email if there is more than one.

 boolean
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
fullName

The full legal name of the investor,manager or contact or any other entity represented by the object grouping of the field in the JSON response structure.

 string(250)
type

Describes the type of transaction. A full list of transaction types can be obtained through the Lists API.

 string
active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced, or expected to be referenced, on a regular basis.

 boolean
taxId

Primary tax identifier for the Investor or Contact or Third party. When used in a search, is the full digits or characters, less special characters and spacing.

 string(40)
clientId

This is the four digit internal SEI client identifier to be used for quickly identifying clients.

 string
firstName

The first name for the financial advisor, investor,manager or contact or third party

 string(50)
lastName

The last name for the financial advisor, investor,manager or contact or third party

 string(50)
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
createDate

Initial create timestamp for the record. Datetime is Eastern Standard Time (EST). Date Format is UTC YYYY-MM-DDThh:mm:ss:mmm

 string
pii

Personally identifiable information (PII) is any data that could potentially identify a specific individual. Any information that can be used to distinguish one person from another and can be used for de-anonymizing data can be considered PII.

 object
address

A physical address for the entity in the context of the API product. This could be an investor or a contact. The address object structure will look similar to: Field type attention1 attention2 addressLine1 addressLine2 addressLine3 addressLine4 city stateCode postalCode countryIsoCode  

 object
attention1

The first attention line of the address, typically used for a specific recipient.

 string(60)
attention2

The second attention line of the address.

 string(60)
addressLine1

The first line of the address, typically used for the street address.

 string(60)
addressLine2

The second line of the address.

 string(60)
addressLine3

The third line of the address.

 string(60)
city

The city of the address.

 string(60)
stateCode

The two character code for US and Canadian states and provinces.

 string
postalCode

The postal code of the address.

 string
email

A collection of data points specific to a contact's email address.

 object
phone

The contact's phone number. Phone numbers may not be maintained for the contact.

 string
nsccId

The Depository Trust &amp Clearing Corporation ( DTCC) member id. This value is only populated when the third party is a custodian and a member of the DTCC's Alternative Investment Products.

 string(40)
firstCountryOfCitizenship

Primary citizenship country for Third Party.

 string
secondCountryOfCitizenship

Secondary citizenship country for Third Party

 string
classification

Identifies if the Third Party is an Individual or an Entity.

 string
prefix

Prefix for a Third Party where Third Party is an Individual. Value for Prefix: Mr., Mrs., Ms., Dr.

 string
suffix

Suffix for a Third Party where Third Party is an Individual.Value for Suffix: Jr., Sr., Esq.

 string
middleName

Middle name for Third Party 

 string(50)
employmentStatus

Identifies the Employment status of a Third Party.

 string
occupation

Identifies the occupation of a Third Party.

 string
annualIncomeType

Identifies the Annual Income Type of a Third Party.

 string(4)
lastNetProfit

Identifies the Last Net Profit of a Third Party.

 string(9)
lastNetProfitCurrency

Identifies the Last Net Profit Currency of a Third Party.

 string
incomeTaxBandRate

The income tax band rate of the Third Party.

 string(10)
annualIncome

Annual income of the Third Party

 number(9)
annualIncomeCurrency

Indicates currency of Annual Income for Third Party.

 string(3)
maritalStatus

Indicates the Marital Status of the Third Party

 string
prospectStatusType

Indicates the status of the Prospect.

 string
addressLine4

The fourth line of the address.

 string(60)
prospectFlag

Indicates if the Third Party is a Prospect

 boolean
taxType

Investor's tax type as indicated on the tax form. A full list of tax types can be obtained through the Lists API.

 string(30)
countryOfBirth

The country that the third party was born in

 string
countryOfDomicile

The domicile country of Third Party when they are an organization

 string
deceasedDate

The date that the third party is deceased (if applicable). Required date format yyyy-MM-ddTHH:mm:ss.SSS. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

 string
genderType

Identifies the gender of a Third Party where Third Party is an Individual.

 string
birthDate

Date of birth or date of formation in the format MM/DD/YYYY.

 string
addressType

An investor may have up to three addresses tracked for different purposes. A full list of investor address types can be obtained through the Lists API.

 string
phoneNumber

The contact's phone number. Phone numbers may not be maintained for the contact.

 string
clientSpecific Flag to indicate if Third Party is Client Specific boolean
email
Field Definition

primaryEmail

A collection of data points that represent 1 or more email addresses and email address attributes associated with a Contact. A Contact may have up to 4 phone numbers. A primary email must exist before additional emails can be captured. The primary, and only the primary, is used for SEI Investor Dashboard access, if applicable.
type Indicates the type of email address. Sample values include "Work,Personal etc"

 

 object
systemIdentifier Source system unique Product system identifier. varchar
attributes

Investor pending transaction attributes are for specific custom processes and can be used only under specific circumstances.

 object
explanation Describes the nature of the certification. string
attributeName

A characteristic that further defines the contact's relationship to the investor in a system consumable format, typically the attribute display name without spaces.

 string
attributeValue

For a contact relationship, defines whether the attributeName is ‘true’ or ‘false’, e.g., if the contact relationship is acting in an authorized signer capacity, then the attributeName is ‘authorized signer’ and the attributeValue is ‘true’. When the relationship is no longer acting in that capacity, then the attributeValue would be ‘false’.

 string
systemIdValue Value of the field from external system. string
systemIdName Name of the field from external system. string
fax

The contact&#039 s or thirdparty&#039 s fax number.

 string
countryIsoCode

ISO country code ISO 3166-1 alpha-2 code format.

 string


Metadata

Set Admin Credentials...
ThirdPartiesMetadata

GET

/metadata

Returns a list of third parties and/or attributes associated with a third party. Third parties are defined as Custodians, Placement Agents, Related Contacts and Vendors.
Prod:
https://api.seic.com/v3/thirdparties/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

nsccId

The Depository Trust & Clearing Corporation ( DTCC) member id. This value is only populated when the third party is a custodian and a member of the DTCC's Alternative Investment Products.

string

alternateId

Alternate identifier. This is a secondary identifier typically used when integrating between systems. Use of this field is optional.

string

classification

ThirdParty Classification identifier. Valid values are "Individual" or "Entity".

string

type

ThirdParty Type identifier

string

active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced, or expected to be referenced, on a regular basis.

boolean

clientSpecific

Flag to indicate if Third Party is Client Specific

boolean

section

One or more sections can be specified to limit the fields returned in a response. Passing one or more sections will exclude other sections from being included in the response. If no sections are passed, the response will include all available fields. Can be individual or multiple delimited by a comma.

string

encoded

Denotes whether cursor query parameters are encoded (default true)

boolean

validateRequest

A flag to enable/disable request validation.

boolean

thirdPartyProperties

Describes the third party property

string

prospectFlag

Indicates if the Third Party is a prospect

boolean

prospectStatusType

Describes the status of the Third Party prospect.

string

deceasedDate

The date that the third party is deceased (if applicable). Required date format yyyy-MM-ddTHH:mm:ss.SSS. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

countryOfBirth

Unique Country Code to identify country of birth of a third party.

string

limit

Number of records per page (default 25)

string

systemIdName

Name of the field from external system.

string

systemIdValue

Value of the field from external system.

string

sortColumn

Sorts the data

string

changeStartDate

Last change start date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third parties modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

changeEndDate

Last change end date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third party modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

createStartDate

Created start date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third party created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

createEndDate

Created end date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third party created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

string

fax

The contact or third party's fax number.

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

firstName

First Name of the ThirdParty

string

middleName

Middle Name of the ThirdParty

string

lastName

Last Name of the ThirdParty

string

taxId

Primary tax identifier for the Investor or Contact or Third party. When used in a search, is the full digits or characters, less special characters and spacing.

string

firstCountryOfCitizenship

Primary citizenship country for Third Party.

string

secondCountryOfCitizenship

Secondary citizenship country for Third Party.

string

email

Email for the ThirdParty. A ThirdParty may have none, one or up to four email addresses. If multiple exist, only one email can be primary.

string

attention1

The first attention line of the address, typically used for a specific recipient.

string

attention2

The second attention line of the address.

string

addressLine1

The first line of the address, typically used for the street address.

string

addressLine2

The second line of the address.

string

addressLine3

The third line of the address.

string

addressLine4

The fourth line of the address.

string

city

The city of the address.

string

stateCode

The two character code for US and Canadian states and provinces.

string

postalCode

The postal code of the address.

string

countryIsoCode

Mailing Address Country Code

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.
nsccId

The Depository Trust & Clearing Corporation ( DTCC) member id. This value is only populated when the third party is a custodian and a member of the DTCC's Alternative Investment Products.
alternateId

Alternate identifier. This is a secondary identifier typically used when integrating between systems. Use of this field is optional.
classification

ThirdParty Classification identifier. Valid values are "Individual" or "Entity".
type

ThirdParty Type identifier
active

Designates whether the record is active or inactive. Typically an inactive record is no longer referenced, or expected to be referenced, on a regular basis.
clientSpecific

Flag to indicate if Third Party is Client Specific
section

One or more sections can be specified to limit the fields returned in a response. Passing one or more sections will exclude other sections from being included in the response. If no sections are passed, the response will include all available fields. Can be individual or multiple delimited by a comma.

encoded

Denotes whether cursor query parameters are encoded (default true)
validateRequest

A flag to enable/disable request validation.
thirdPartyProperties

Describes the third party property
prospectFlag

Indicates if the Third Party is a prospect
prospectStatusType

Describes the status of the Third Party prospect.

deceasedDate

The date that the third party is deceased (if applicable). Required date format yyyy-MM-ddTHH:mm:ss.SSS. Date only can also be accepted. Datetime is Eastern Standard Time (EST).
countryOfBirth

Unique Country Code to identify country of birth of a third party.

limit

Number of records per page (default 25)

systemIdName

Name of the field from external system.
systemIdValue

Value of the field from external system.
sortColumn

Sorts the data

changeStartDate

Last change start date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third parties modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).

changeEndDate

Last change end date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third party modified on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).
createStartDate

Created start date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third party created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).
createEndDate

Created end date for the third party. Required date format yyyy-MM-ddTHH:mm:ss.SSS. Can be used to target third party created on, since or between specified datetime. Date only can also be accepted. Datetime is Eastern Standard Time (EST).
fax

The contact or third party's fax number.

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.

firstName

First Name of the ThirdParty

middleName

Middle Name of the ThirdParty

lastName

Last Name of the ThirdParty

taxId