Users

users-put

PUT

/users

This API call updates a User in SEI Trade.

Prod:
https://api.seic.com/v1/trade/users
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

Content-Type

This is the content type of the payload being passed. Valid value is application/json.

string

X-SEIC-CURRENT-USER-CONTEXT

Email address of the user authenticated into the application to view data.

string

Path Parameters
Name Description Data Type Required
userID

The identifier of the user for which you changing data.

string

Body Parameters
Name Description Data Type Required
user

object

HTTP Responses
  • Code
    Description
  • 201

    Created- The request has been fulfilled.

  • 400

    Bad request - The server cannot or will not process the request due to something that is perceived to be an error on the client application side.

  • 401

    Unauthorized - Invalid authentication details have been provided. Also useful to trigger an authorization pop up if the API is used from a browser.

  • 500

    Internal Server Error - The server was unable to fulfill the request due to an unknown condition.

TEST ENDPOINT
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.

Content-Type

This is the content type of the payload being passed. Valid value is application/json.

X-SEIC-CURRENT-USER-CONTEXT

Email address of the user authenticated into the application to view data.

user

Request Body

User to update.

userID The identifier of the user for which you changing data. true

HTTP Basic

OAuth 2.0

API Key

Working...

Users

users-put

PUT

/users

This API call updates a User in SEI Trade.

Prod:
https://api.seic.com/v1/trade/users
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

Content-Type

This is the content type of the payload being passed. Valid value is application/json.

string

X-SEIC-CURRENT-USER-CONTEXT

Email address of the user authenticated into the application to view data.

string

Path Parameters
Name Description Data Type Required
userID

The identifier of the user for which you changing data.

string

Body Parameters
Name Description Data Type Required
user

object

HTTP Responses
  • Code
    Description
  • 201

    Created- The request has been fulfilled.

  • 400

    Bad request - The server cannot or will not process the request due to something that is perceived to be an error on the client application side.

  • 401

    Unauthorized - Invalid authentication details have been provided. Also useful to trigger an authorization pop up if the API is used from a browser.

  • 500

    Internal Server Error - The server was unable to fulfill the request due to an unknown condition.

TEST ENDPOINT
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.

Content-Type

This is the content type of the payload being passed. Valid value is application/json.

X-SEIC-CURRENT-USER-CONTEXT

Email address of the user authenticated into the application to view data.

user

Request Body

User to update.

userID The identifier of the user for which you changing data. true

HTTP Basic

OAuth 2.0

API Key

Working...

Test: https://test.api.seic.com/v1/trade/users/{userId}
TLS*: https://mtls.api.seic.com/v1/trade/users/{userId}
*The TLS endpoint is only used if Server Based Application was selected during the App Registration process.
STEP 2

If you have created a User and want to update the record within your SEI Trade instance, send the full revised payload with a PUT request.

Users

users-put

PUT

/users

This API call updates a User in SEI Trade.

Prod:
https://api.seic.com/v1/trade/users
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

Content-Type

This is the content type of the payload being passed. Valid value is application/json.

string

X-SEIC-CURRENT-USER-CONTEXT

Email address of the user authenticated into the application to view data.

string

Path Parameters
Name Description Data Type Required
userID

The identifier of the user for which you changing data.

string

Body Parameters
Name Description Data Type Required
user

object

HTTP Responses
  • Code
    Description
  • 201

    Created- The request has been fulfilled.

  • 400

    Bad request - The server cannot or will not process the request due to something that is perceived to be an error on the client application side.

  • 401

    Unauthorized - Invalid authentication details have been provided. Also useful to trigger an authorization pop up if the API is used from a browser.

  • 500

    Internal Server Error - The server was unable to fulfill the request due to an unknown condition.

TEST ENDPOINT
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.

Content-Type

This is the content type of the payload being passed. Valid value is application/json.

X-SEIC-CURRENT-USER-CONTEXT

Email address of the user authenticated into the application to view data.

user

Request Body

User to update.

userID The identifier of the user for which you changing data. true

HTTP Basic

OAuth 2.0

API Key

Working...

SAMPLE REQUEST

curl -X PUT \
 https://api.seic.com/v1/trade/users/1234 \
  -H 'appkey: bAlFetvKS2D10zabqlYMATTlLlGbZFoN\
  -H 'authorization: Bearer b923809d37d0a21b7e1234f45cee528f5aec71224tf4b10e' \
  -H 'cache-control: no-cache' \
  -H 'content-type: application/json' \
  -d '{
         "userId": "string",
         "emailAddress": "string",
         "firstName": "string",
         "lastName": "string",
         "firm": "string",
         "userRoles": [
           {
             "roleName": "string",
             "groupAssociations": [
                "string"
             ]
         }
    ]
}


REQUEST HEADER

Authorization: Bearer ADsgdnnkjnfdIKJN
AppKey: gsedgaerhDSHGRSH
Content-type: applciation/json
REQUEST PAYLOAD MODEL
Operations
Name Description Data Type (L)
userId

The Id that may be used to refer to the user.

String
emailAddress

The email address of the user.

string
firstName

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

string(50)
lastName

The last name of the user.

string
firm

An optional identifier that can be used to link a Firm to an Opportunity.

object
userRoles

The role(s) associated with the user.

array
roleName

The role name(s) associated with the user.

string
groupAssociation

The roleName along with groupAssociation are used to assign the role to a user.

string
RESPONSE HEADER

Content-Type: application/json 
Status: 201 Opportunities Created 
requesttrackingid: 67e1ff68-164f-03ad-0f2d-5cbbfda56ec9


SAMPLE RESPONSE

{
  "data":{
         "userId": "string",
         "emailAddress": "string",
         "firstName": "string",
         "lastName": "string",
         "firm": "string",
         "userRoles": [
           {
             "roleName": "string",
             "groupAssociations": [
                "string"
             ]
         }
    ]
  }
}
MODEL
Operations
Name Description Data Type (L)
userId

The Id that may be used to refer to the user.

String
emailAddress

The email address of the user.

string
firstName

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

string(50)
lastName

The last name of the user.

string
firmId

The identifier of the firm.

string
userRoles

The role(s) associated with the user.

array
groupAssociation

The roleName along with groupAssociation are used to assign the role to a user.

string
roleName

The role name(s) associated with the user.

string


Users

users-put

PUT

/users

This API call updates a User in SEI Trade.

Prod:
https://api.seic.com/v1/trade/users
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

Content-Type

This is the content type of the payload being passed. Valid value is application/json.

string

X-SEIC-CURRENT-USER-CONTEXT

Email address of the user authenticated into the application to view data.

string

Path Parameters
Name Description Data Type Required
userID

The identifier of the user for which you changing data.

string

Body Parameters
Name Description Data Type Required
user

object

HTTP Responses
  • Code
    Description
  • 201

    Created- The request has been fulfilled.

  • 400

    Bad request - The server cannot or will not process the request due to something that is perceived to be an error on the client application side.

  • 401

    Unauthorized - Invalid authentication details have been provided. Also useful to trigger an authorization pop up if the API is used from a browser.

  • 500

    Internal Server Error - The server was unable to fulfill the request due to an unknown condition.

TEST ENDPOINT
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.

Content-Type

This is the content type of the payload being passed. Valid value is application/json.

X-SEIC-CURRENT-USER-CONTEXT

Email address of the user authenticated into the application to view data.

user

Request Body

User to update.

userID The identifier of the user for which you changing data. true

HTTP Basic

OAuth 2.0

API Key

Working...

Users

users-put

PUT

/users

This API call updates a User in SEI Trade.

Prod:
https://api.seic.com/v1/trade/users
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

Content-Type

This is the content type of the payload being passed. Valid value is application/json.

string

X-SEIC-CURRENT-USER-CONTEXT

Email address of the user authenticated into the application to view data.

string

Path Parameters
Name Description Data Type Required
userID

The identifier of the user for which you changing data.

string

Body Parameters
Name Description Data Type Required
user

object

HTTP Responses
  • Code
    Description
  • 201

    Created- The request has been fulfilled.

  • 400

    Bad request - The server cannot or will not process the request due to something that is perceived to be an error on the client application side.

  • 401

    Unauthorized - Invalid authentication details have been provided. Also useful to trigger an authorization pop up if the API is used from a browser.

  • 500

    Internal Server Error - The server was unable to fulfill the request due to an unknown condition.

TEST ENDPOINT
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.

Content-Type

This is the content type of the payload being passed. Valid value is application/json.

X-SEIC-CURRENT-USER-CONTEXT

Email address of the user authenticated into the application to view data.

user

Request Body

User to update.

userID The identifier of the user for which you changing data. true

HTTP Basic

OAuth 2.0

API Key

Working...

Test: https://test.api.seic.com/v1/trade/users/{userId}
TLS*: https://mtls.api.seic.com/v1/trade/users/{userId}
*The TLS endpoint is only used if Server Based Application was selected during the App Registration process.
STEP 1



STEP 2

If you have created a User and want to update the record within your SEI Trade instance, send the full revised payload with a PUT request.

Users

users-put

PUT

/users

This API call updates a User in SEI Trade.

Prod:
https://api.seic.com/v1/trade/users
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

Content-Type

This is the content type of the payload being passed. Valid value is application/json.

string

X-SEIC-CURRENT-USER-CONTEXT

Email address of the user authenticated into the application to view data.

string

Path Parameters
Name Description Data Type Required
userID

The identifier of the user for which you changing data.

string

Body Parameters
Name Description Data Type Required
user

object

HTTP Responses
  • Code
    Description
  • 201

    Created- The request has been fulfilled.

  • 400

    Bad request - The server cannot or will not process the request due to something that is perceived to be an error on the client application side.

  • 401

    Unauthorized - Invalid authentication details have been provided. Also useful to trigger an authorization pop up if the API is used from a browser.

  • 500

    Internal Server Error - The server was unable to fulfill the request due to an unknown condition.

TEST ENDPOINT
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.

Content-Type

This is the content type of the payload being passed. Valid value is application/json.

X-SEIC-CURRENT-USER-CONTEXT

Email address of the user authenticated into the application to view data.

user

Request Body

User to update.

userID The identifier of the user for which you changing data. true

HTTP Basic

OAuth 2.0

API Key

Working...

SAMPLE REQUEST

curl -X PUT \
 https://api.seic.com/v1/trade/users/1234 \
  -H 'appkey: bAlFetvKS2D10zabqlYMATTlLlGbZFoN\
  -H 'authorization: Bearer b923809d37d0a21b7e1234f45cee528f5aec71224tf4b10e' \
  -H 'cache-control: no-cache' \
  -H 'content-type: application/json' \
  -d '{
         "userId": "string",
         "emailAddress": "string",
         "firstName": "string",
         "lastName": "string",
         "firm": "string",
         "userRoles": [
           {
             "roleName": "string",
             "groupAssociations": [
                "string"
             ]
         }
    ]
}


REQUEST HEADER

Authorization: Bearer ADsgdnnkjnfdIKJN
AppKey: gsedgaerhDSHGRSH
Content-type: applciation/json
REQUEST PAYLOAD MODEL
Operations
Name Description Data Type (L)
userId

The Id that may be used to refer to the user.

String
emailAddress

The email address of the user.

string
firstName

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

string(50)
lastName

The last name of the user.

string
firm

An optional identifier that can be used to link a Firm to an Opportunity.

object
userRoles

The role(s) associated with the user.

array
roleName

The role name(s) associated with the user.

string
groupAssociation

The roleName along with groupAssociation are used to assign the role to a user.

string
RESPONSE HEADER

Content-Type: application/json 
Status: 201 Opportunities Created 
requesttrackingid: 67e1ff68-164f-03ad-0f2d-5cbbfda56ec9


SAMPLE RESPONSE

{
  "data":{
         "userId": "string",
         "emailAddress": "string",
         "firstName": "string",
         "lastName": "string",
         "firm": "string",
         "userRoles": [
           {
             "roleName": "string",
             "groupAssociations": [
                "string"
             ]
         }
    ]
  }
}
MODEL
Operations
Name Description Data Type (L)
userId

The Id that may be used to refer to the user.

String
emailAddress

The email address of the user.

string
firstName

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

string(50)
lastName

The last name of the user.

string
firmId

The identifier of the firm.

string
userRoles

The role(s) associated with the user.

array
groupAssociation

The roleName along with groupAssociation are used to assign the role to a user.

string
roleName

The role name(s) associated with the user.

string


Users

users-put

PUT

/users

This API call updates a User in SEI Trade.

Prod:
https://api.seic.com/v1/trade/users
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

Content-Type

This is the content type of the payload being passed. Valid value is application/json.

string

X-SEIC-CURRENT-USER-CONTEXT

Email address of the user authenticated into the application to view data.

string

Path Parameters
Name Description Data Type Required
userID

The identifier of the user for which you changing data.

string

Body Parameters
Name Description Data Type Required
user

object

HTTP Responses
  • Code
    Description
  • 201

    Created- The request has been fulfilled.

  • 400

    Bad request - The server cannot or will not process the request due to something that is perceived to be an error on the client application side.

  • 401

    Unauthorized - Invalid authentication details have been provided. Also useful to trigger an authorization pop up if the API is used from a browser.

  • 500

    Internal Server Error - The server was unable to fulfill the request due to an unknown condition.

TEST ENDPOINT
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.

Content-Type

This is the content type of the payload being passed. Valid value is application/json.

X-SEIC-CURRENT-USER-CONTEXT

Email address of the user authenticated into the application to view data.

user

Request Body

User to update.

userID The identifier of the user for which you changing data. true

HTTP Basic

OAuth 2.0

API Key

Working...