Returns the list of filters that have been set up for the applicable user id.
Returns task attachment(s) by task Id.
Returns comments for a task identified by its id
Adds comments to an existing task identified by its jiraTicketNo
Returns list of projects the user has access to.
Returns a list of issues in a project by project Id.
Creates a new Task along with sample task attachment for reference.
Returns task status by filter ID.
Returns information of a task.
Returns task details by task Id.
Returns the task details and list of tasks by Filter Id.
Adds an attachment to an existing task identified by key
Returns attachment metadata details by task Id.
Returns available list of reports that the user is entitled to view.
Kicks off the execution of desired report for the chosen portfolio and reporting periods. Returns a GET URL in the response for the user to poll and retrieve the functional data once report execution is completed.
Once the POST request has been submitted, the user can keep polling this endpoint to obtain a status on the report request. Returns report dataset once the execution has been completed and data is available.
Returns all the transactions data for a fund available in the SEI system by different transaction types
Returns all the available fields in an issue type of a project.
Returns all the transactions data for an Investor available in the SEI system.
This provides the list of portfolio IDs, portfolio names, external IDs, and custodians for a specific client or firm.