FulfillmentKit

FulfillmentKit

GET

/fulfillmentkit

Prod:
https://api.seic.com/v1/trade/fulfillmentkit
Query Parameters
Name Description Data Type Required
productName

One of three values that determine the kit which drives the process and form details that will need to be completed (i.e. WWC Event Driven Fund, L.P.). The other fields are requestType and and channel.

string

channel

Intermediate through which the investor came into the product.

string

transactionType

Describes the type of transaction.

string

classId

string

workflowName

string

kitStatus

string

subformId

string

subformName

string

sortBy

string

order

A single mapping configuration can be a collection of individual processes. The Order field identifies the sequence in which each process should be run with 1 being first. This is useful when there is a data dependency across the processes in a single mapping configuration.

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

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
productName

One of three values that determine the kit which drives the process and form details that will need to be completed (i.e. WWC Event Driven Fund, L.P.). The other fields are requestType and and channel.

channel

Intermediate through which the investor came into the product.

transactionType

Describes the type of transaction.

classId

workflowName

kitStatus

subformId

subformName

sortBy

order

A single mapping configuration can be a collection of individual processes. The Order field identifies the sequence in which each process should be run with 1 being first. This is useful when there is a data dependency across the processes in a single mapping configuration.

Authorization

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

AppKey

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

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...

FulfillmentKit

FulfillmentKit

GET

/fulfillmentkit

Prod:
https://api.seic.com/v1/trade/fulfillmentkit
Query Parameters
Name Description Data Type Required
productName

One of three values that determine the kit which drives the process and form details that will need to be completed (i.e. WWC Event Driven Fund, L.P.). The other fields are requestType and and channel.

string

channel

Intermediate through which the investor came into the product.

string

transactionType

Describes the type of transaction.

string

classId

string

workflowName

string

kitStatus

string

subformId

string

subformName

string

sortBy

string

order

A single mapping configuration can be a collection of individual processes. The Order field identifies the sequence in which each process should be run with 1 being first. This is useful when there is a data dependency across the processes in a single mapping configuration.

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

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
productName

One of three values that determine the kit which drives the process and form details that will need to be completed (i.e. WWC Event Driven Fund, L.P.). The other fields are requestType and and channel.

channel

Intermediate through which the investor came into the product.

transactionType

Describes the type of transaction.

classId

workflowName

kitStatus

subformId

subformName

sortBy

order

A single mapping configuration can be a collection of individual processes. The Order field identifies the sequence in which each process should be run with 1 being first. This is useful when there is a data dependency across the processes in a single mapping configuration.

Authorization

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

AppKey

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

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...

Test: https://test.api.seic.com/v1/trade/fulfillmentkit
TLS*: https://mtls.api.seic.com/v1/trade/fulfillmentkit
*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

FulfillmentKit

FulfillmentKit

GET

/fulfillmentkit

Prod:
https://api.seic.com/v1/trade/fulfillmentkit
Query Parameters
Name Description Data Type Required
productName

One of three values that determine the kit which drives the process and form details that will need to be completed (i.e. WWC Event Driven Fund, L.P.). The other fields are requestType and and channel.

string

channel

Intermediate through which the investor came into the product.

string

transactionType

Describes the type of transaction.

string

classId

string

workflowName

string

kitStatus

string

subformId

string

subformName

string

sortBy

string

order

A single mapping configuration can be a collection of individual processes. The Order field identifies the sequence in which each process should be run with 1 being first. This is useful when there is a data dependency across the processes in a single mapping configuration.

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

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
productName

One of three values that determine the kit which drives the process and form details that will need to be completed (i.e. WWC Event Driven Fund, L.P.). The other fields are requestType and and channel.

channel

Intermediate through which the investor came into the product.

transactionType

Describes the type of transaction.

classId

workflowName

kitStatus

subformId

subformName

sortBy

order

A single mapping configuration can be a collection of individual processes. The Order field identifies the sequence in which each process should be run with 1 being first. This is useful when there is a data dependency across the processes in a single mapping configuration.

Authorization

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

AppKey

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

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...

SAMPLE REQUEST

curl --location --request GET 'https://api.seic.com/v1/trade/fulfillmentkit' \
--header 'Authorization: Bearer OYpZRATaCdWtrp8akNoLRfmG8t8X' \
--header 'AppKey: GeIeCDxU5c9GDbVnwdnXVxK1nGChAG2O' \


REQUEST HEADER

Authorization: Bearer OYpZRATaCdWtrp8akNoLRfmG8t8X
AppKey: GeIeCDxU5c9GDbVnwdnXVxK1nGChAG2O
RESPONSE HEADER

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


SAMPLE RESPONSE

{
  "data": [
    {
      "productName": "string",
      "channel": "string",
      "transactionType": "string",
      "classes": [
        {
          "name": "string",
          "id": "string"
        }
      ],
      "workflowName": "string",
      "kitStatus": 0,
      "lastUpdatedDate": "2020-11-03T19:02:15.623Z",
      "signingOptions": [
        "ESign"
      ],
      "subForms": [
        {
          "name": "string",
          "id": "string",
          "isAlwaysShow": 0
        }
      ]
    }
  ]
}
MODEL
Operations
Name Description Data Type (L)
productName

One of three values that determine the kit which drives the process and form details that will need to be completed (i.e. WWC Event Driven Fund, L.P.). The other fields are requestType and and channel.

string
channel

Intermediate through which the investor came into the product.

string
transactionType

Describes the type of transaction.

string
class

A longer description of a particular transaction.

string
className

Enables access to a certain fund class which may drive access to certain documentation.

string
lastUpdate

The most recent update on the request state represented in a date time stamp format

string
eSign

Determines if electronic signature is used in this Opportunity.

string


FulfillmentKit

FulfillmentKit

GET

/fulfillmentkit

Prod:
https://api.seic.com/v1/trade/fulfillmentkit
Query Parameters
Name Description Data Type Required
productName

One of three values that determine the kit which drives the process and form details that will need to be completed (i.e. WWC Event Driven Fund, L.P.). The other fields are requestType and and channel.

string

channel

Intermediate through which the investor came into the product.

string

transactionType

Describes the type of transaction.

string

classId

string

workflowName

string

kitStatus

string

subformId

string

subformName

string

sortBy

string

order

A single mapping configuration can be a collection of individual processes. The Order field identifies the sequence in which each process should be run with 1 being first. This is useful when there is a data dependency across the processes in a single mapping configuration.

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

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
productName

One of three values that determine the kit which drives the process and form details that will need to be completed (i.e. WWC Event Driven Fund, L.P.). The other fields are requestType and and channel.

channel

Intermediate through which the investor came into the product.

transactionType

Describes the type of transaction.

classId

workflowName

kitStatus

subformId

subformName

sortBy

order

A single mapping configuration can be a collection of individual processes. The Order field identifies the sequence in which each process should be run with 1 being first. This is useful when there is a data dependency across the processes in a single mapping configuration.

Authorization

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

AppKey

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

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...

FulfillmentKit

FulfillmentKit

GET

/fulfillmentkit

Prod:
https://api.seic.com/v1/trade/fulfillmentkit
Query Parameters
Name Description Data Type Required
productName

One of three values that determine the kit which drives the process and form details that will need to be completed (i.e. WWC Event Driven Fund, L.P.). The other fields are requestType and and channel.

string

channel

Intermediate through which the investor came into the product.

string

transactionType

Describes the type of transaction.

string

classId

string

workflowName

string

kitStatus

string

subformId

string

subformName

string

sortBy

string

order

A single mapping configuration can be a collection of individual processes. The Order field identifies the sequence in which each process should be run with 1 being first. This is useful when there is a data dependency across the processes in a single mapping configuration.

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

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
productName

One of three values that determine the kit which drives the process and form details that will need to be completed (i.e. WWC Event Driven Fund, L.P.). The other fields are requestType and and channel.

channel

Intermediate through which the investor came into the product.

transactionType

Describes the type of transaction.

classId

workflowName

kitStatus

subformId

subformName

sortBy

order

A single mapping configuration can be a collection of individual processes. The Order field identifies the sequence in which each process should be run with 1 being first. This is useful when there is a data dependency across the processes in a single mapping configuration.

Authorization

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

AppKey

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

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...

Test: https://test.api.seic.com/v1/trade/fulfillmentkit
TLS*: https://mtls.api.seic.com/v1/trade/fulfillmentkit
*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

FulfillmentKit

FulfillmentKit

GET

/fulfillmentkit

Prod:
https://api.seic.com/v1/trade/fulfillmentkit
Query Parameters
Name Description Data Type Required
productName

One of three values that determine the kit which drives the process and form details that will need to be completed (i.e. WWC Event Driven Fund, L.P.). The other fields are requestType and and channel.

string

channel

Intermediate through which the investor came into the product.

string

transactionType

Describes the type of transaction.

string

classId

string

workflowName

string

kitStatus

string

subformId

string

subformName

string

sortBy

string

order

A single mapping configuration can be a collection of individual processes. The Order field identifies the sequence in which each process should be run with 1 being first. This is useful when there is a data dependency across the processes in a single mapping configuration.

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

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
productName

One of three values that determine the kit which drives the process and form details that will need to be completed (i.e. WWC Event Driven Fund, L.P.). The other fields are requestType and and channel.

channel

Intermediate through which the investor came into the product.

transactionType

Describes the type of transaction.

classId

workflowName

kitStatus

subformId

subformName

sortBy

order

A single mapping configuration can be a collection of individual processes. The Order field identifies the sequence in which each process should be run with 1 being first. This is useful when there is a data dependency across the processes in a single mapping configuration.

Authorization

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

AppKey

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

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...

SAMPLE REQUEST

curl --location --request GET 'https://api.seic.com/v1/trade/fulfillmentkit' \
--header 'Authorization: Bearer OYpZRATaCdWtrp8akNoLRfmG8t8X' \
--header 'AppKey: GeIeCDxU5c9GDbVnwdnXVxK1nGChAG2O' \


REQUEST HEADER

Authorization: Bearer OYpZRATaCdWtrp8akNoLRfmG8t8X
AppKey: GeIeCDxU5c9GDbVnwdnXVxK1nGChAG2O
RESPONSE HEADER

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


SAMPLE RESPONSE

{
  "data": [
    {
      "productName": "string",
      "channel": "string",
      "transactionType": "string",
      "classes": [
        {
          "name": "string",
          "id": "string"
        }
      ],
      "workflowName": "string",
      "kitStatus": 0,
      "lastUpdatedDate": "2020-11-03T19:02:15.623Z",
      "signingOptions": [
        "ESign"
      ],
      "subForms": [
        {
          "name": "string",
          "id": "string",
          "isAlwaysShow": 0
        }
      ]
    }
  ]
}
MODEL
Operations
Name Description Data Type (L)
productName

One of three values that determine the kit which drives the process and form details that will need to be completed (i.e. WWC Event Driven Fund, L.P.). The other fields are requestType and and channel.

string
channel

Intermediate through which the investor came into the product.

string
transactionType

Describes the type of transaction.

string
class

A longer description of a particular transaction.

string
className

Enables access to a certain fund class which may drive access to certain documentation.

string
lastUpdate

The most recent update on the request state represented in a date time stamp format

string
eSign

Determines if electronic signature is used in this Opportunity.

string


FulfillmentKit

FulfillmentKit

GET

/fulfillmentkit

Prod:
https://api.seic.com/v1/trade/fulfillmentkit
Query Parameters
Name Description Data Type Required
productName

One of three values that determine the kit which drives the process and form details that will need to be completed (i.e. WWC Event Driven Fund, L.P.). The other fields are requestType and and channel.

string

channel

Intermediate through which the investor came into the product.

string

transactionType

Describes the type of transaction.

string

classId

string

workflowName

string

kitStatus

string

subformId

string

subformName

string

sortBy

string

order

A single mapping configuration can be a collection of individual processes. The Order field identifies the sequence in which each process should be run with 1 being first. This is useful when there is a data dependency across the processes in a single mapping configuration.

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

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
productName

One of three values that determine the kit which drives the process and form details that will need to be completed (i.e. WWC Event Driven Fund, L.P.). The other fields are requestType and and channel.

channel

Intermediate through which the investor came into the product.

transactionType

Describes the type of transaction.

classId

workflowName

kitStatus

subformId

subformName

sortBy

order

A single mapping configuration can be a collection of individual processes. The Order field identifies the sequence in which each process should be run with 1 being first. This is useful when there is a data dependency across the processes in a single mapping configuration.

Authorization

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

AppKey

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

Request Body

HTTP Basic

OAuth 2.0

API Key

Working...