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API Endpoints

GET

Filter Count

/filtercount

Returns the list of filters that have been set up for the applicable user id.

GET

Task Attachment

/attachmentsbyticket

Returns task attachment(s) by task Id.

GET

Comments

/comments

Returns comments for a task identified by its id

POST

Comments

/comments

Adds comments to an existing task identified by its jiraTicketNo

GET

Projects

/project

Returns list of projects the user has access to.

GET

Project Issues

/projectissuetype

Returns a list of issues in a project by project Id.

GET

Task Status by Id

/ticketstatusbyfilterid

Returns task status by filter ID.

GET

Task Info

/ticketinfo

Returns information of a task.

GET

View Task

/viewticket

Returns task details by task Id.

GET

Tasks By Filter

/ticketsbyfilterstatus

Returns the task details and list of tasks by Filter Id.

POST

Create Task

/ticket

Creates a new Task along with sample task attachment for reference.

POST

Add Attachment

/tickets/{key}/attachments

Adds an attachment to an existing task identified by key

GET

Project Issue Type Fields

/projectissuetypefields

Returns all the available fields in an issue type of a project.

GET

Attachment Metadata

/attachmentmetadata

Returns attachment metadata details by task Id.

GET

Report Metadata

/reports/metadata

Returns available list of reports that the user is entitled to view.

GET

Portfolio Metadata

/reports/portfoliometadata

This provides the list of portfolio IDs, portfolio names, external IDs, and custodians for a specific client or firm.

POST

Reports

/reports

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.

GET

Report

/reports

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.

GET

Investor Transactions

/{externalId}/transactions

Returns all the transactions data for an Investor available in the SEI system.

Documents