Relationships

relationships

GET

/relationships

Returns links between a third party and a firm, product and/or investor along with attributes specific to that relationship.

Prod:
https://api.seic.com/v2/thirdparties/relationships
Query Parameters
Name Description Data Type Required
secondaryExternalId

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

string

productInvestorExternalId

Business identifier for the investor product relationship recognized by a third party system or application. Many times the externalProductInvestorId is used to synchronize SEI sourced data with another data source for the same record. This field is not required to be unique.

string

relationshipExternalId

Business identifier for the third party relationship recognized by an external system or application. Many times the relationship external id is used to synchronize SEI sourced data with another data source for the same record. This field is not required to be unique.

string

relatedRelationshipType

Provides greater detail on the type and sub-type of relationship an entity has with a third party.

string

thirdPartyType

Identifies the Type of ThirdParty: Custodian, Vendor, Placement Agent,Contact,Direct Service

string

subType

Provides detail on the sub-type of relationship an entity has with a third party. Examples: Financial Advisor, Attorney, Accountant, Broker, Investor, Interested Party, etc.

string

primary

Desginates if the relationship is the primary relationship for the entity

string

active

Designates whether the third party relationship is active ("true") or inactive ("false")

string

idbCustomRole

Role that drives permissions in SEI Investor Dashboard to control what a contact can see and do.

string

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

createStartDate

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

string

changeStartDate

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

string

financialAdvisorId

Financial Advisor Id for the Third Party Relationship.

string

investorExternalId

Unique business identifier for the investor.

string

productExternalId

Unique business identifier for a product recognized by SEI and a third party system or application. Many times the productExternalId is used to synchronize SEI sourced data with another data source for the same record. Every product has an externalId.

string

externalId

Unique identifier of the third party

string

nsccId

The ID a custodian has with the DTCC.

string

limit

Number of records per page (default 25)

integer

corporateActionRoles

Indicates the events that are associated with a Corporate Action Recipient.

string

primaryFinancialAdvisor

Indicates if the Third Party Relationship includes a primary Financial Advisor.

boolean

clientThirdPartyRoles

Client Third Party role for the Third Party Relationship.

string

financialAdvisorAccountNumber

Financial Advisor Account Number for the Third Party Relationship

string

affiliateRoles

Affiliate Role for the Third Party Relationship

string

deliveryMethods

Delivery methods for end investor communications. Value options are "Contact by Investor Dashboard", "Contact by Hard Copy", "Contact by Hold Mail","Contact By Email" . A third party relationship may have none, one or more methods

string

type

Provides detail on the type of relationship an entity has with a third party.

string

clientSpecific

Flag to indicate if Third Party is Client Specific

boolean

createEndDate

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

string

relationshipType

Provides greater detail on the type and sub-type of relationship an entity has with a third party.

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

email

The email address at which communications can be sent or received.

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
secondaryExternalId

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

productInvestorExternalId

Business identifier for the investor product relationship recognized by a third party system or application. Many times the externalProductInvestorId is used to synchronize SEI sourced data with another data source for the same record. This field is not required to be unique.

relationshipExternalId

Business identifier for the third party relationship recognized by an external system or application. Many times the relationship external id is used to synchronize SEI sourced data with another data source for the same record. This field is not required to be unique.

relatedRelationshipType

Provides greater detail on the type and sub-type of relationship an entity has with a third party.

thirdPartyType

Identifies the Type of ThirdParty: Custodian, Vendor, Placement Agent,Contact,Direct Service

subType

Provides detail on the sub-type of relationship an entity has with a third party. Examples: Financial Advisor, Attorney, Accountant, Broker, Investor, Interested Party, etc.

primary

Desginates if the relationship is the primary relationship for the entity

active

Designates whether the third party relationship is active ("true") or inactive ("false")

idbCustomRole

Role that drives permissions in SEI Investor Dashboard to control what a contact can see and do.

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.

createStartDate

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

changeStartDate

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

financialAdvisorId

Financial Advisor Id for the Third Party Relationship.

investorExternalId

Unique business identifier for the investor.

productExternalId

Unique business identifier for a product recognized by SEI and a third party system or application. Many times the productExternalId is used to synchronize SEI sourced data with another data source for the same record. Every product has an externalId.

externalId

Unique identifier of the third party

nsccId

The ID a custodian has with the DTCC.

limit

Number of records per page (default 25)

corporateActionRoles

Indicates the events that are associated with a Corporate Action Recipient.

primaryFinancialAdvisor

Indicates if the Third Party Relationship includes a primary Financial Advisor.

clientThirdPartyRoles

Client Third Party role for the Third Party Relationship.

financialAdvisorAccountNumber

Financial Advisor Account Number for the Third Party Relationship

affiliateRoles

Affiliate Role for the Third Party Relationship

deliveryMethods

Delivery methods for end investor communications. Value options are "Contact by Investor Dashboard", "Contact by Hard Copy", "Contact by Hold Mail","Contact By Email" . A third party relationship may have none, one or more methods

type

Provides detail on the type of relationship an entity has with a third party.

clientSpecific

Flag to indicate if Third Party is Client Specific

createEndDate

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

relationshipType

Provides greater detail on the type and sub-type of relationship an entity has with a third party.

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.

email

The email address at which communications can be sent or received.

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...

Relationships

relationships

GET

/relationships

Returns links between a third party and a firm, product and/or investor along with attributes specific to that relationship.

Prod:
https://api.seic.com/v2/thirdparties/relationships
Query Parameters
Name Description Data Type Required
secondaryExternalId

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

string

productInvestorExternalId

Business identifier for the investor product relationship recognized by a third party system or application. Many times the externalProductInvestorId is used to synchronize SEI sourced data with another data source for the same record. This field is not required to be unique.

string

relationshipExternalId

Business identifier for the third party relationship recognized by an external system or application. Many times the relationship external id is used to synchronize SEI sourced data with another data source for the same record. This field is not required to be unique.

string

relatedRelationshipType

Provides greater detail on the type and sub-type of relationship an entity has with a third party.

string

thirdPartyType

Identifies the Type of ThirdParty: Custodian, Vendor, Placement Agent,Contact,Direct Service

string

subType

Provides detail on the sub-type of relationship an entity has with a third party. Examples: Financial Advisor, Attorney, Accountant, Broker, Investor, Interested Party, etc.

string

primary

Desginates if the relationship is the primary relationship for the entity

string

active

Designates whether the third party relationship is active ("true") or inactive ("false")

string

idbCustomRole

Role that drives permissions in SEI Investor Dashboard to control what a contact can see and do.

string

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

createStartDate

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

string

changeStartDate

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

string

financialAdvisorId

Financial Advisor Id for the Third Party Relationship.

string

investorExternalId

Unique business identifier for the investor.

string

productExternalId

Unique business identifier for a product recognized by SEI and a third party system or application. Many times the productExternalId is used to synchronize SEI sourced data with another data source for the same record. Every product has an externalId.

string

externalId

Unique identifier of the third party

string

nsccId

The ID a custodian has with the DTCC.

string

limit

Number of records per page (default 25)

integer

corporateActionRoles

Indicates the events that are associated with a Corporate Action Recipient.

string

primaryFinancialAdvisor

Indicates if the Third Party Relationship includes a primary Financial Advisor.

boolean

clientThirdPartyRoles

Client Third Party role for the Third Party Relationship.

string

financialAdvisorAccountNumber

Financial Advisor Account Number for the Third Party Relationship

string

affiliateRoles

Affiliate Role for the Third Party Relationship

string

deliveryMethods

Delivery methods for end investor communications. Value options are "Contact by Investor Dashboard", "Contact by Hard Copy", "Contact by Hold Mail","Contact By Email" . A third party relationship may have none, one or more methods

string

type

Provides detail on the type of relationship an entity has with a third party.

string

clientSpecific

Flag to indicate if Third Party is Client Specific

boolean

createEndDate

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

string

relationshipType

Provides greater detail on the type and sub-type of relationship an entity has with a third party.

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

email

The email address at which communications can be sent or received.

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
secondaryExternalId

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

productInvestorExternalId

Business identifier for the investor product relationship recognized by a third party system or application. Many times the externalProductInvestorId is used to synchronize SEI sourced data with another data source for the same record. This field is not required to be unique.

relationshipExternalId

Business identifier for the third party relationship recognized by an external system or application. Many times the relationship external id is used to synchronize SEI sourced data with another data source for the same record. This field is not required to be unique.

relatedRelationshipType

Provides greater detail on the type and sub-type of relationship an entity has with a third party.

thirdPartyType

Identifies the Type of ThirdParty: Custodian, Vendor, Placement Agent,Contact,Direct Service

subType

Provides detail on the sub-type of relationship an entity has with a third party. Examples: Financial Advisor, Attorney, Accountant, Broker, Investor, Interested Party, etc.

primary

Desginates if the relationship is the primary relationship for the entity

active

Designates whether the third party relationship is active ("true") or inactive ("false")

idbCustomRole

Role that drives permissions in SEI Investor Dashboard to control what a contact can see and do.

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.

createStartDate

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

changeStartDate

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

financialAdvisorId

Financial Advisor Id for the Third Party Relationship.

investorExternalId

Unique business identifier for the investor.

productExternalId

Unique business identifier for a product recognized by SEI and a third party system or application. Many times the productExternalId is used to synchronize SEI sourced data with another data source for the same record. Every product has an externalId.

externalId

Unique identifier of the third party

nsccId

The ID a custodian has with the DTCC.

limit

Number of records per page (default 25)

corporateActionRoles

Indicates the events that are associated with a Corporate Action Recipient.

primaryFinancialAdvisor

Indicates if the Third Party Relationship includes a primary Financial Advisor.

clientThirdPartyRoles

Client Third Party role for the Third Party Relationship.

financialAdvisorAccountNumber

Financial Advisor Account Number for the Third Party Relationship

affiliateRoles

Affiliate Role for the Third Party Relationship

deliveryMethods

Delivery methods for end investor communications. Value options are "Contact by Investor Dashboard", "Contact by Hard Copy", "Contact by Hold Mail","Contact By Email" . A third party relationship may have none, one or more methods

type

Provides detail on the type of relationship an entity has with a third party.

clientSpecific

Flag to indicate if Third Party is Client Specific

createEndDate

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

relationshipType

Provides greater detail on the type and sub-type of relationship an entity has with a third party.

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.

email

The email address at which communications can be sent or received.

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...

Test: https://test.api.seic.com/v2/thirdparties/relationships
TLS*: https://mtls.api.seic.com/v2/thirdparties/relationships
*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.

Relationships

relationships

GET

/relationships

Returns links between a third party and a firm, product and/or investor along with attributes specific to that relationship.

Prod:
https://api.seic.com/v2/thirdparties/relationships
Query Parameters
Name Description Data Type Required
secondaryExternalId

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

string

productInvestorExternalId

Business identifier for the investor product relationship recognized by a third party system or application. Many times the externalProductInvestorId is used to synchronize SEI sourced data with another data source for the same record. This field is not required to be unique.

string

relationshipExternalId

Business identifier for the third party relationship recognized by an external system or application. Many times the relationship external id is used to synchronize SEI sourced data with another data source for the same record. This field is not required to be unique.

string

relatedRelationshipType

Provides greater detail on the type and sub-type of relationship an entity has with a third party.

string

thirdPartyType

Identifies the Type of ThirdParty: Custodian, Vendor, Placement Agent,Contact,Direct Service

string

subType

Provides detail on the sub-type of relationship an entity has with a third party. Examples: Financial Advisor, Attorney, Accountant, Broker, Investor, Interested Party, etc.

string

primary

Desginates if the relationship is the primary relationship for the entity

string

active

Designates whether the third party relationship is active ("true") or inactive ("false")

string

idbCustomRole

Role that drives permissions in SEI Investor Dashboard to control what a contact can see and do.

string

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

createStartDate

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

string

changeStartDate

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

string

financialAdvisorId

Financial Advisor Id for the Third Party Relationship.

string

investorExternalId

Unique business identifier for the investor.

string

productExternalId

Unique business identifier for a product recognized by SEI and a third party system or application. Many times the productExternalId is used to synchronize SEI sourced data with another data source for the same record. Every product has an externalId.

string

externalId

Unique identifier of the third party

string

nsccId

The ID a custodian has with the DTCC.

string

limit

Number of records per page (default 25)

integer

corporateActionRoles

Indicates the events that are associated with a Corporate Action Recipient.

string

primaryFinancialAdvisor

Indicates if the Third Party Relationship includes a primary Financial Advisor.

boolean

clientThirdPartyRoles

Client Third Party role for the Third Party Relationship.

string

financialAdvisorAccountNumber

Financial Advisor Account Number for the Third Party Relationship

string

affiliateRoles

Affiliate Role for the Third Party Relationship

string

deliveryMethods

Delivery methods for end investor communications. Value options are "Contact by Investor Dashboard", "Contact by Hard Copy", "Contact by Hold Mail","Contact By Email" . A third party relationship may have none, one or more methods

string

type

Provides detail on the type of relationship an entity has with a third party.

string

clientSpecific

Flag to indicate if Third Party is Client Specific

boolean

createEndDate

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

string

relationshipType

Provides greater detail on the type and sub-type of relationship an entity has with a third party.

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

email

The email address at which communications can be sent or received.

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
secondaryExternalId

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

productInvestorExternalId

Business identifier for the investor product relationship recognized by a third party system or application. Many times the externalProductInvestorId is used to synchronize SEI sourced data with another data source for the same record. This field is not required to be unique.

relationshipExternalId

Business identifier for the third party relationship recognized by an external system or application. Many times the relationship external id is used to synchronize SEI sourced data with another data source for the same record. This field is not required to be unique.

relatedRelationshipType

Provides greater detail on the type and sub-type of relationship an entity has with a third party.

thirdPartyType

Identifies the Type of ThirdParty: Custodian, Vendor, Placement Agent,Contact,Direct Service

subType

Provides detail on the sub-type of relationship an entity has with a third party. Examples: Financial Advisor, Attorney, Accountant, Broker, Investor, Interested Party, etc.

primary

Desginates if the relationship is the primary relationship for the entity

active

Designates whether the third party relationship is active ("true") or inactive ("false")

idbCustomRole

Role that drives permissions in SEI Investor Dashboard to control what a contact can see and do.

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.

createStartDate

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

changeStartDate

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

financialAdvisorId

Financial Advisor Id for the Third Party Relationship.

investorExternalId

Unique business identifier for the investor.

productExternalId

Unique business identifier for a product recognized by SEI and a third party system or application. Many times the productExternalId is used to synchronize SEI sourced data with another data source for the same record. Every product has an externalId.

externalId

Unique identifier of the third party

nsccId

The ID a custodian has with the DTCC.

limit

Number of records per page (default 25)

corporateActionRoles

Indicates the events that are associated with a Corporate Action Recipient.

primaryFinancialAdvisor

Indicates if the Third Party Relationship includes a primary Financial Advisor.

clientThirdPartyRoles

Client Third Party role for the Third Party Relationship.

financialAdvisorAccountNumber

Financial Advisor Account Number for the Third Party Relationship

affiliateRoles

Affiliate Role for the Third Party Relationship

deliveryMethods

Delivery methods for end investor communications. Value options are "Contact by Investor Dashboard", "Contact by Hard Copy", "Contact by Hold Mail","Contact By Email" . A third party relationship may have none, one or more methods

type

Provides detail on the type of relationship an entity has with a third party.

clientSpecific

Flag to indicate if Third Party is Client Specific

createEndDate

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

relationshipType

Provides greater detail on the type and sub-type of relationship an entity has with a third party.

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.

email

The email address at which communications can be sent or received.

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...

SAMPLE REQUEST

curl --location --request GET 'https://api.seic.com//v2/thirdparties/relationships' \
--header 'Authorization: Bearer iATYfOPqdSbfBvcmWbEvInVu5EGc' \
--header 'AppKey: GeIeCDxU5c9GDbVnwdnXVxK1nGChAG2O'


REQUEST HEADER

Authorization: Bearer iATYfOPqdSbfBvcmWbEvInVu5EGc
AppKey: GeIeCDxU5c9GDbVnwdnXVxK1nGChAG2O
RESPONSE HEADER

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


SAMPLE RESPONSE

{
    "data": [
        {
            "type": "Investor",
            "subType": "Investor",
            "relatedRelationshipType": null,
            "relationshipType": "Product Account",
            "relationshipExternalId": null,
            "primary": false,
            "active": false,
            "changeDate": "2020-01-09T09:29:31.063",
            "createDate": "2019-11-18T11:49:08.443",
            "investor": {
                "investorExternalId": "S1234",
                "fullName": "MSSC SMITH JAMES",
                "taxId": "11-111111",
                "dob": "1956-08-24T00:00:00",
                "legalAddressPostalCode": null
            },
            "product": {
                "productExternalId": "ABCD",
                "fullName": "World Wide Capital Fund"
            },
            "productInvestorExternalId": "999-99999-999",
            "thirdPartyMetaData": {
                "pii": {
                    "fullName": "Smith James",
                    "firstName": null,
                    "middleName": null,
                    "lastName": null
                },
                "thirdPartyType": "Contact",
                "clientId": "1111",
                "clientSpecific": true,
                "externalId": "SJames",
                "secondaryExternalId": null,
                "classification": "Entity",
                "email": [
                    {
                        "email": "sjames@seic.com",
                        "type": "Work",
                        "primary": true
                    }
                ],
                "active": false
            },
            "financialAdvisor": null,
            "idbCustomRole": [],
            "deliveryMethods": [],
            "affiliateRoles": [],
            "clientThirdPartyRoles": [],
            "corporateActionRoles": [],
            "links": [
                {
                    "rel": "thirdPartiesMetadata",
                    "href": "https://api.seic.com/v2/thirdparties/metadata?externalId=SJames&validateRequest=false"
                }
            ]
        }
    ],
    "paging": {
        "cursors": {
            "before": null,
            "after": null,
            "max": null,
            "last": null,
            "resultCount": 0
        },
        "totalCount": 8123,
        "limit": 1,
        "previous": null,
        "next": "https://api.seic.com/v2/thirdparties/relationships?&before=Mg%3D%3D&after=Mg%3D%3D&limit=1",
        "self": "https://api.seic.com/v2/thirdparties/relationships?limit=1",
        "first": "https://api.seic.com/v2/thirdparties/relationships?&before=MQ%3D%3D&after=MQ%3D%3D&limit=1",
        "last": "https://api.seic.com/v2/thirdparties/relationships?&before=ODEyMw%3D%3D&after=ODEyMw%3D%3D&limit=1"
    }
}
MODEL
Operations
Name Description Data Type (L)
externalId

Unique business identifier that represents a contact, investor, product, transaction or alternate entity recognized by SEI and a third party system or application.  Many times the externalId is used to synchronize SEI sourced data with another data source for the same record.

string
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)
alternateId

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

string (30)
email

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

object
primary

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

boolean
productInvestorExternalId

Business identifier for the investor product relationship recognized by a third party system or application. Many times the externalProductInvestorId is used to synchronize SEI sourced data with another data source for the same record. This field is not required to be unique.

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
subType

A secondary or subordinate type included within a more general type. Investors, Contacts, Transactions and Products all have associated types and subtypes to further describe these entities.

string (100)
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)
financialAdvisor

The collection of fields captured when a financial advisor is listed as a contact for a given investor.

object
deliveryMethods

Different communication roles that can be assigned to a third party. A third party can have multiple affiliate roles for a third party relationship

array
affiliateRoles

Different affiliate roles that can be assigned to a third party. A third party can have multiple affiliate roles for a third party relationship

array
clientThirdPartyRoles

Attributes for third party relationship can be configured by client

array
investor

Indicates the external investor ID related to the contact relationship.

object
product

Indicates the product mnemonic related to the contact relationship.

object
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
links

Embedded URLs in responses that allow for easier navigation.

array
rel

The name of a link returned by the href URL. This is immutable.

string
href

Fully configured URL to obtain more information regarding an entity. Allows for easier navigation across products. These links should not be cached.

string
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)
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)
annualIncomeType

Identifies the Annual Income Type of a Third Party.

string(4)
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)
relationshipExternalId

Business identifier for the third party relationship recognized by an external system or application. Many times the relationship external id is used to synchronize SEI sourced data with another data source for the same record. This field is not required to be unique.

string(30)
primary

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

boolean
relatedRelationshipType

Identifies the relationship between the investor and this particular third party

string
relationshipType

Identifies the relationship between the investor and a particular contact.

string
accountNumber Financial Advisor Account Number string(50)
advisorId

Business identifier for the financial advisor.

string (100)
brokerCode

Business identifier for the broker.

string(50)
relatedBroker

Name of the broker the financial advisor is associated with. A relatedBroker is optional.

string (200)


Relationships

relationships

GET

/relationships

Returns links between a third party and a firm, product and/or investor along with attributes specific to that relationship.

Prod:
https://api.seic.com/v2/thirdparties/relationships
Query Parameters
Name Description Data Type Required
secondaryExternalId

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

string

productInvestorExternalId

Business identifier for the investor product relationship recognized by a third party system or application. Many times the externalProductInvestorId is used to synchronize SEI sourced data with another data source for the same record. This field is not required to be unique.

string

relationshipExternalId

Business identifier for the third party relationship recognized by an external system or application. Many times the relationship external id is used to synchronize SEI sourced data with another data source for the same record. This field is not required to be unique.

string

relatedRelationshipType

Provides greater detail on the type and sub-type of relationship an entity has with a third party.

string

thirdPartyType

Identifies the Type of ThirdParty: Custodian, Vendor, Placement Agent,Contact,Direct Service

string

subType

Provides detail on the sub-type of relationship an entity has with a third party. Examples: Financial Advisor, Attorney, Accountant, Broker, Investor, Interested Party, etc.

string

primary

Desginates if the relationship is the primary relationship for the entity

string

active

Designates whether the third party relationship is active ("true") or inactive ("false")

string

idbCustomRole

Role that drives permissions in SEI Investor Dashboard to control what a contact can see and do.

string

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

createStartDate

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

string

changeStartDate

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

string

financialAdvisorId

Financial Advisor Id for the Third Party Relationship.

string

investorExternalId

Unique business identifier for the investor.

string

productExternalId

Unique business identifier for a product recognized by SEI and a third party system or application. Many times the productExternalId is used to synchronize SEI sourced data with another data source for the same record. Every product has an externalId.

string

externalId

Unique identifier of the third party

string

nsccId

The ID a custodian has with the DTCC.

string

limit

Number of records per page (default 25)

integer

corporateActionRoles

Indicates the events that are associated with a Corporate Action Recipient.

string

primaryFinancialAdvisor

Indicates if the Third Party Relationship includes a primary Financial Advisor.

boolean

clientThirdPartyRoles

Client Third Party role for the Third Party Relationship.

string

financialAdvisorAccountNumber

Financial Advisor Account Number for the Third Party Relationship

string

affiliateRoles

Affiliate Role for the Third Party Relationship

string

deliveryMethods

Delivery methods for end investor communications. Value options are "Contact by Investor Dashboard", "Contact by Hard Copy", "Contact by Hold Mail","Contact By Email" . A third party relationship may have none, one or more methods

string

type

Provides detail on the type of relationship an entity has with a third party.

string

clientSpecific

Flag to indicate if Third Party is Client Specific

boolean

createEndDate

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

string

relationshipType

Provides greater detail on the type and sub-type of relationship an entity has with a third party.

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

email

The email address at which communications can be sent or received.

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
secondaryExternalId

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

productInvestorExternalId

Business identifier for the investor product relationship recognized by a third party system or application. Many times the externalProductInvestorId is used to synchronize SEI sourced data with another data source for the same record. This field is not required to be unique.

relationshipExternalId

Business identifier for the third party relationship recognized by an external system or application. Many times the relationship external id is used to synchronize SEI sourced data with another data source for the same record. This field is not required to be unique.

relatedRelationshipType

Provides greater detail on the type and sub-type of relationship an entity has with a third party.

thirdPartyType

Identifies the Type of ThirdParty: Custodian, Vendor, Placement Agent,Contact,Direct Service

subType

Provides detail on the sub-type of relationship an entity has with a third party. Examples: Financial Advisor, Attorney, Accountant, Broker, Investor, Interested Party, etc.

primary

Desginates if the relationship is the primary relationship for the entity

active

Designates whether the third party relationship is active ("true") or inactive ("false")

idbCustomRole

Role that drives permissions in SEI Investor Dashboard to control what a contact can see and do.

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.

createStartDate

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

changeStartDate

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

financialAdvisorId

Financial Advisor Id for the Third Party Relationship.

investorExternalId

Unique business identifier for the investor.

productExternalId

Unique business identifier for a product recognized by SEI and a third party system or application. Many times the productExternalId is used to synchronize SEI sourced data with another data source for the same record. Every product has an externalId.

externalId

Unique identifier of the third party

nsccId

The ID a custodian has with the DTCC.

limit

Number of records per page (default 25)

corporateActionRoles

Indicates the events that are associated with a Corporate Action Recipient.

primaryFinancialAdvisor

Indicates if the Third Party Relationship includes a primary Financial Advisor.

clientThirdPartyRoles

Client Third Party role for the Third Party Relationship.

financialAdvisorAccountNumber

Financial Advisor Account Number for the Third Party Relationship

affiliateRoles

Affiliate Role for the Third Party Relationship

deliveryMethods

Delivery methods for end investor communications. Value options are "Contact by Investor Dashboard", "Contact by Hard Copy", "Contact by Hold Mail","Contact By Email" . A third party relationship may have none, one or more methods

type

Provides detail on the type of relationship an entity has with a third party.

clientSpecific

Flag to indicate if Third Party is Client Specific

createEndDate

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

relationshipType

Provides greater detail on the type and sub-type of relationship an entity has with a third party.

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.

email

The email address at which communications can be sent or received.

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...

Relationships

relationships

GET

/relationships

Returns links between a third party and a firm, product and/or investor along with attributes specific to that relationship.

Prod:
https://api.seic.com/v2/thirdparties/relationships
Query Parameters
Name Description Data Type Required
secondaryExternalId

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

string

productInvestorExternalId

Business identifier for the investor product relationship recognized by a third party system or application. Many times the externalProductInvestorId is used to synchronize SEI sourced data with another data source for the same record. This field is not required to be unique.

string

relationshipExternalId

Business identifier for the third party relationship recognized by an external system or application. Many times the relationship external id is used to synchronize SEI sourced data with another data source for the same record. This field is not required to be unique.

string

relatedRelationshipType

Provides greater detail on the type and sub-type of relationship an entity has with a third party.

string

thirdPartyType

Identifies the Type of ThirdParty: Custodian, Vendor, Placement Agent,Contact,Direct Service

string

subType

Provides detail on the sub-type of relationship an entity has with a third party. Examples: Financial Advisor, Attorney, Accountant, Broker, Investor, Interested Party, etc.

string

primary

Desginates if the relationship is the primary relationship for the entity

string

active

Designates whether the third party relationship is active ("true") or inactive ("false")

string

idbCustomRole

Role that drives permissions in SEI Investor Dashboard to control what a contact can see and do.

string

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

createStartDate

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

string

changeStartDate

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

string

financialAdvisorId

Financial Advisor Id for the Third Party Relationship.

string

investorExternalId

Unique business identifier for the investor.

string

productExternalId

Unique business identifier for a product recognized by SEI and a third party system or application. Many times the productExternalId is used to synchronize SEI sourced data with another data source for the same record. Every product has an externalId.

string

externalId

Unique identifier of the third party

string

nsccId

The ID a custodian has with the DTCC.

string

limit

Number of records per page (default 25)

integer

corporateActionRoles

Indicates the events that are associated with a Corporate Action Recipient.

string

primaryFinancialAdvisor

Indicates if the Third Party Relationship includes a primary Financial Advisor.

boolean

clientThirdPartyRoles

Client Third Party role for the Third Party Relationship.

string

financialAdvisorAccountNumber

Financial Advisor Account Number for the Third Party Relationship

string

affiliateRoles

Affiliate Role for the Third Party Relationship

string

deliveryMethods

Delivery methods for end investor communications. Value options are "Contact by Investor Dashboard", "Contact by Hard Copy", "Contact by Hold Mail","Contact By Email" . A third party relationship may have none, one or more methods

string

type

Provides detail on the type of relationship an entity has with a third party.

string

clientSpecific

Flag to indicate if Third Party is Client Specific

boolean

createEndDate

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

string

relationshipType

Provides greater detail on the type and sub-type of relationship an entity has with a third party.

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

email

The email address at which communications can be sent or received.

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
secondaryExternalId

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

productInvestorExternalId

Business identifier for the investor product relationship recognized by a third party system or application. Many times the externalProductInvestorId is used to synchronize SEI sourced data with another data source for the same record. This field is not required to be unique.

relationshipExternalId

Business identifier for the third party relationship recognized by an external system or application. Many times the relationship external id is used to synchronize SEI sourced data with another data source for the same record. This field is not required to be unique.

relatedRelationshipType

Provides greater detail on the type and sub-type of relationship an entity has with a third party.

thirdPartyType

Identifies the Type of ThirdParty: Custodian, Vendor, Placement Agent,Contact,Direct Service

subType

Provides detail on the sub-type of relationship an entity has with a third party. Examples: Financial Advisor, Attorney, Accountant, Broker, Investor, Interested Party, etc.

primary

Desginates if the relationship is the primary relationship for the entity

active

Designates whether the third party relationship is active ("true") or inactive ("false")

idbCustomRole

Role that drives permissions in SEI Investor Dashboard to control what a contact can see and do.

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.

createStartDate

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

changeStartDate

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

financialAdvisorId

Financial Advisor Id for the Third Party Relationship.

investorExternalId

Unique business identifier for the investor.

productExternalId

Unique business identifier for a product recognized by SEI and a third party system or application. Many times the productExternalId is used to synchronize SEI sourced data with another data source for the same record. Every product has an externalId.

externalId

Unique identifier of the third party

nsccId

The ID a custodian has with the DTCC.

limit

Number of records per page (default 25)

corporateActionRoles

Indicates the events that are associated with a Corporate Action Recipient.

primaryFinancialAdvisor

Indicates if the Third Party Relationship includes a primary Financial Advisor.

clientThirdPartyRoles

Client Third Party role for the Third Party Relationship.

financialAdvisorAccountNumber

Financial Advisor Account Number for the Third Party Relationship

affiliateRoles

Affiliate Role for the Third Party Relationship

deliveryMethods

Delivery methods for end investor communications. Value options are "Contact by Investor Dashboard", "Contact by Hard Copy", "Contact by Hold Mail","Contact By Email" . A third party relationship may have none, one or more methods

type

Provides detail on the type of relationship an entity has with a third party.

clientSpecific

Flag to indicate if Third Party is Client Specific

createEndDate

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

relationshipType

Provides greater detail on the type and sub-type of relationship an entity has with a third party.

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.

email

The email address at which communications can be sent or received.

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...

Test: https://test.api.seic.com/v2/thirdparties/relationships
TLS*: https://mtls.api.seic.com/v2/thirdparties/relationships
*The TLS endpoint is only used if Server Based Application was selected during the App Registration process.
STEP 1



STEP 2

Pass the oAuth Token and the App key to invoke this endpoint for a particular application.

Relationships

relationships

GET

/relationships

Returns links between a third party and a firm, product and/or investor along with attributes specific to that relationship.

Prod:
https://api.seic.com/v2/thirdparties/relationships
Query Parameters
Name Description Data Type Required
secondaryExternalId

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

string

productInvestorExternalId

Business identifier for the investor product relationship recognized by a third party system or application. Many times the externalProductInvestorId is used to synchronize SEI sourced data with another data source for the same record. This field is not required to be unique.

string

relationshipExternalId

Business identifier for the third party relationship recognized by an external system or application. Many times the relationship external id is used to synchronize SEI sourced data with another data source for the same record. This field is not required to be unique.

string

relatedRelationshipType

Provides greater detail on the type and sub-type of relationship an entity has with a third party.

string

thirdPartyType

Identifies the Type of ThirdParty: Custodian, Vendor, Placement Agent,Contact,Direct Service

string

subType

Provides detail on the sub-type of relationship an entity has with a third party. Examples: Financial Advisor, Attorney, Accountant, Broker, Investor, Interested Party, etc.

string

primary

Desginates if the relationship is the primary relationship for the entity

string

active

Designates whether the third party relationship is active ("true") or inactive ("false")

string

idbCustomRole

Role that drives permissions in SEI Investor Dashboard to control what a contact can see and do.

string

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

createStartDate

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

string

changeStartDate

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

string

financialAdvisorId

Financial Advisor Id for the Third Party Relationship.

string

investorExternalId

Unique business identifier for the investor.

string

productExternalId

Unique business identifier for a product recognized by SEI and a third party system or application. Many times the productExternalId is used to synchronize SEI sourced data with another data source for the same record. Every product has an externalId.

string

externalId

Unique identifier of the third party

string

nsccId

The ID a custodian has with the DTCC.

string

limit

Number of records per page (default 25)

integer

corporateActionRoles

Indicates the events that are associated with a Corporate Action Recipient.

string

primaryFinancialAdvisor

Indicates if the Third Party Relationship includes a primary Financial Advisor.

boolean

clientThirdPartyRoles

Client Third Party role for the Third Party Relationship.

string

financialAdvisorAccountNumber

Financial Advisor Account Number for the Third Party Relationship

string

affiliateRoles

Affiliate Role for the Third Party Relationship

string

deliveryMethods

Delivery methods for end investor communications. Value options are "Contact by Investor Dashboard", "Contact by Hard Copy", "Contact by Hold Mail","Contact By Email" . A third party relationship may have none, one or more methods

string

type

Provides detail on the type of relationship an entity has with a third party.

string

clientSpecific

Flag to indicate if Third Party is Client Specific

boolean

createEndDate

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

string

relationshipType

Provides greater detail on the type and sub-type of relationship an entity has with a third party.

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

email

The email address at which communications can be sent or received.

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
secondaryExternalId

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

productInvestorExternalId

Business identifier for the investor product relationship recognized by a third party system or application. Many times the externalProductInvestorId is used to synchronize SEI sourced data with another data source for the same record. This field is not required to be unique.

relationshipExternalId

Business identifier for the third party relationship recognized by an external system or application. Many times the relationship external id is used to synchronize SEI sourced data with another data source for the same record. This field is not required to be unique.

relatedRelationshipType

Provides greater detail on the type and sub-type of relationship an entity has with a third party.

thirdPartyType

Identifies the Type of ThirdParty: Custodian, Vendor, Placement Agent,Contact,Direct Service

subType

Provides detail on the sub-type of relationship an entity has with a third party. Examples: Financial Advisor, Attorney, Accountant, Broker, Investor, Interested Party, etc.

primary

Desginates if the relationship is the primary relationship for the entity

active

Designates whether the third party relationship is active ("true") or inactive ("false")

idbCustomRole

Role that drives permissions in SEI Investor Dashboard to control what a contact can see and do.

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.

createStartDate

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

changeStartDate

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

financialAdvisorId

Financial Advisor Id for the Third Party Relationship.

investorExternalId

Unique business identifier for the investor.

productExternalId

Unique business identifier for a product recognized by SEI and a third party system or application. Many times the productExternalId is used to synchronize SEI sourced data with another data source for the same record. Every product has an externalId.

externalId

Unique identifier of the third party

nsccId

The ID a custodian has with the DTCC.

limit

Number of records per page (default 25)

corporateActionRoles

Indicates the events that are associated with a Corporate Action Recipient.

primaryFinancialAdvisor

Indicates if the Third Party Relationship includes a primary Financial Advisor.

clientThirdPartyRoles

Client Third Party role for the Third Party Relationship.

financialAdvisorAccountNumber

Financial Advisor Account Number for the Third Party Relationship

affiliateRoles

Affiliate Role for the Third Party Relationship

deliveryMethods

Delivery methods for end investor communications. Value options are "Contact by Investor Dashboard", "Contact by Hard Copy", "Contact by Hold Mail","Contact By Email" . A third party relationship may have none, one or more methods

type

Provides detail on the type of relationship an entity has with a third party.

clientSpecific

Flag to indicate if Third Party is Client Specific

createEndDate

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

relationshipType

Provides greater detail on the type and sub-type of relationship an entity has with a third party.

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.

email

The email address at which communications can be sent or received.

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...

SAMPLE REQUEST

curl --location --request GET 'https://api.seic.com//v2/thirdparties/relationships' \
--header 'Authorization: Bearer iATYfOPqdSbfBvcmWbEvInVu5EGc' \
--header 'AppKey: GeIeCDxU5c9GDbVnwdnXVxK1nGChAG2O'


REQUEST HEADER

Authorization: Bearer iATYfOPqdSbfBvcmWbEvInVu5EGc
AppKey: GeIeCDxU5c9GDbVnwdnXVxK1nGChAG2O
RESPONSE HEADER

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


SAMPLE RESPONSE

{
    "data": [
        {
            "type": "Investor",
            "subType": "Investor",
            "relatedRelationshipType": null,
            "relationshipType": "Product Account",
            "relationshipExternalId": null,
            "primary": false,
            "active": false,
            "changeDate": "2020-01-09T09:29:31.063",
            "createDate": "2019-11-18T11:49:08.443",
            "investor": {
                "investorExternalId": "S1234",
                "fullName": "MSSC SMITH JAMES",
                "taxId": "11-111111",
                "dob": "1956-08-24T00:00:00",
                "legalAddressPostalCode": null
            },
            "product": {
                "productExternalId": "ABCD",
                "fullName": "World Wide Capital Fund"
            },
            "productInvestorExternalId": "999-99999-999",
            "thirdPartyMetaData": {
                "pii": {
                    "fullName": "Smith James",
                    "firstName": null,
                    "middleName": null,
                    "lastName": null
                },
                "thirdPartyType": "Contact",
                "clientId": "1111",
                "clientSpecific": true,
                "externalId": "SJames",
                "secondaryExternalId": null,
                "classification": "Entity",
                "email": [
                    {
                        "email": "sjames@seic.com",
                        "type": "Work",
                        "primary": true
                    }
                ],
                "active": false
            },
            "financialAdvisor": null,
            "idbCustomRole": [],
            "deliveryMethods": [],
            "affiliateRoles": [],
            "clientThirdPartyRoles": [],
            "corporateActionRoles": [],
            "links": [
                {
                    "rel": "thirdPartiesMetadata",
                    "href": "https://api.seic.com/v2/thirdparties/metadata?externalId=SJames&validateRequest=false"
                }
            ]
        }
    ],
    "paging": {
        "cursors": {
            "before": null,
            "after": null,
            "max": null,
            "last": null,
            "resultCount": 0
        },
        "totalCount": 8123,
        "limit": 1,
        "previous": null,
        "next": "https://api.seic.com/v2/thirdparties/relationships?&before=Mg%3D%3D&after=Mg%3D%3D&limit=1",
        "self": "https://api.seic.com/v2/thirdparties/relationships?limit=1",
        "first": "https://api.seic.com/v2/thirdparties/relationships?&before=MQ%3D%3D&after=MQ%3D%3D&limit=1",
        "last": "https://api.seic.com/v2/thirdparties/relationships?&before=ODEyMw%3D%3D&after=ODEyMw%3D%3D&limit=1"
    }
}
MODEL
Operations
Name Description Data Type (L)
externalId

Unique business identifier that represents a contact, investor, product, transaction or alternate entity recognized by SEI and a third party system or application.  Many times the externalId is used to synchronize SEI sourced data with another data source for the same record.

string
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)
alternateId

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

string (30)
email

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

object
primary

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

boolean
productInvestorExternalId

Business identifier for the investor product relationship recognized by a third party system or application. Many times the externalProductInvestorId is used to synchronize SEI sourced data with another data source for the same record. This field is not required to be unique.

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
subType

A secondary or subordinate type included within a more general type. Investors, Contacts, Transactions and Products all have associated types and subtypes to further describe these entities.

string (100)
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)
financialAdvisor

The collection of fields captured when a financial advisor is listed as a contact for a given investor.

object
deliveryMethods

Different communication roles that can be assigned to a third party. A third party can have multiple affiliate roles for a third party relationship

array
affiliateRoles

Different affiliate roles that can be assigned to a third party. A third party can have multiple affiliate roles for a third party relationship

array
clientThirdPartyRoles

Attributes for third party relationship can be configured by client

array
investor

Indicates the external investor ID related to the contact relationship.

object
product

Indicates the product mnemonic related to the contact relationship.

object
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
links

Embedded URLs in responses that allow for easier navigation.

array
rel

The name of a link returned by the href URL. This is immutable.

string
href

Fully configured URL to obtain more information regarding an entity. Allows for easier navigation across products. These links should not be cached.

string
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)
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)
annualIncomeType

Identifies the Annual Income Type of a Third Party.

string(4)
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)
relationshipExternalId

Business identifier for the third party relationship recognized by an external system or application. Many times the relationship external id is used to synchronize SEI sourced data with another data source for the same record. This field is not required to be unique.

string(30)
primary

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

boolean
relatedRelationshipType

Identifies the relationship between the investor and this particular third party

string
relationshipType

Identifies the relationship between the investor and a particular contact.

string
accountNumber Financial Advisor Account Number string(50)
advisorId

Business identifier for the financial advisor.

string (100)
brokerCode

Business identifier for the broker.

string(50)
relatedBroker

Name of the broker the financial advisor is associated with. A relatedBroker is optional.

string (200)


Relationships

relationships

GET

/relationships

Returns links between a third party and a firm, product and/or investor along with attributes specific to that relationship.

Prod:
https://api.seic.com/v2/thirdparties/relationships
Query Parameters
Name Description Data Type Required
secondaryExternalId

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

string

productInvestorExternalId

Business identifier for the investor product relationship recognized by a third party system or application. Many times the externalProductInvestorId is used to synchronize SEI sourced data with another data source for the same record. This field is not required to be unique.

string

relationshipExternalId

Business identifier for the third party relationship recognized by an external system or application. Many times the relationship external id is used to synchronize SEI sourced data with another data source for the same record. This field is not required to be unique.

string

relatedRelationshipType

Provides greater detail on the type and sub-type of relationship an entity has with a third party.

string

thirdPartyType

Identifies the Type of ThirdParty: Custodian, Vendor, Placement Agent,Contact,Direct Service

string

subType

Provides detail on the sub-type of relationship an entity has with a third party. Examples: Financial Advisor, Attorney, Accountant, Broker, Investor, Interested Party, etc.

string

primary

Desginates if the relationship is the primary relationship for the entity

string

active

Designates whether the third party relationship is active ("true") or inactive ("false")

string

idbCustomRole

Role that drives permissions in SEI Investor Dashboard to control what a contact can see and do.

string

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

createStartDate

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

string

changeStartDate

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

string

financialAdvisorId

Financial Advisor Id for the Third Party Relationship.

string

investorExternalId

Unique business identifier for the investor.

string

productExternalId

Unique business identifier for a product recognized by SEI and a third party system or application. Many times the productExternalId is used to synchronize SEI sourced data with another data source for the same record. Every product has an externalId.

string

externalId

Unique identifier of the third party

string

nsccId

The ID a custodian has with the DTCC.

string

limit

Number of records per page (default 25)

integer

corporateActionRoles

Indicates the events that are associated with a Corporate Action Recipient.

string

primaryFinancialAdvisor

Indicates if the Third Party Relationship includes a primary Financial Advisor.

boolean

clientThirdPartyRoles

Client Third Party role for the Third Party Relationship.

string

financialAdvisorAccountNumber

Financial Advisor Account Number for the Third Party Relationship

string

affiliateRoles

Affiliate Role for the Third Party Relationship

string

deliveryMethods

Delivery methods for end investor communications. Value options are "Contact by Investor Dashboard", "Contact by Hard Copy", "Contact by Hold Mail","Contact By Email" . A third party relationship may have none, one or more methods

string

type

Provides detail on the type of relationship an entity has with a third party.

string

clientSpecific

Flag to indicate if Third Party is Client Specific

boolean

createEndDate

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

string

relationshipType

Provides greater detail on the type and sub-type of relationship an entity has with a third party.

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

email

The email address at which communications can be sent or received.

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
secondaryExternalId

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

productInvestorExternalId

Business identifier for the investor product relationship recognized by a third party system or application. Many times the externalProductInvestorId is used to synchronize SEI sourced data with another data source for the same record. This field is not required to be unique.

relationshipExternalId

Business identifier for the third party relationship recognized by an external system or application. Many times the relationship external id is used to synchronize SEI sourced data with another data source for the same record. This field is not required to be unique.

relatedRelationshipType

Provides greater detail on the type and sub-type of relationship an entity has with a third party.

thirdPartyType

Identifies the Type of ThirdParty: Custodian, Vendor, Placement Agent,Contact,Direct Service

subType

Provides detail on the sub-type of relationship an entity has with a third party. Examples: Financial Advisor, Attorney, Accountant, Broker, Investor, Interested Party, etc.

primary

Desginates if the relationship is the primary relationship for the entity

active

Designates whether the third party relationship is active ("true") or inactive ("false")

idbCustomRole

Role that drives permissions in SEI Investor Dashboard to control what a contact can see and do.

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.

createStartDate

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

changeStartDate

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

financialAdvisorId

Financial Advisor Id for the Third Party Relationship.

investorExternalId

Unique business identifier for the investor.

productExternalId

Unique business identifier for a product recognized by SEI and a third party system or application. Many times the productExternalId is used to synchronize SEI sourced data with another data source for the same record. Every product has an externalId.

externalId

Unique identifier of the third party

nsccId

The ID a custodian has with the DTCC.

limit

Number of records per page (default 25)

corporateActionRoles

Indicates the events that are associated with a Corporate Action Recipient.

primaryFinancialAdvisor

Indicates if the Third Party Relationship includes a primary Financial Advisor.

clientThirdPartyRoles

Client Third Party role for the Third Party Relationship.

financialAdvisorAccountNumber

Financial Advisor Account Number for the Third Party Relationship

affiliateRoles

Affiliate Role for the Third Party Relationship

deliveryMethods

Delivery methods for end investor communications. Value options are "Contact by Investor Dashboard", "Contact by Hard Copy", "Contact by Hold Mail","Contact By Email" . A third party relationship may have none, one or more methods

type

Provides detail on the type of relationship an entity has with a third party.

clientSpecific

Flag to indicate if Third Party is Client Specific

createEndDate

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

relationshipType

Provides greater detail on the type and sub-type of relationship an entity has with a third party.

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.

email

The email address at which communications can be sent or received.

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...