Adds comments to an existing task identified by its jiraTicketNo
Returns the enhanced set of attributes of an investor including pooled investment, cftcNfa, insurance, tax etc
Returns a list of Investors within a Firm or filtered to a specific Investor. An investor is a unique record for the investing entity and does not represent a multitude of relationships.
Returns a contact name and primary email address for a particular contact or list of contacts.
Returns an investor name, unique identifier(s) and commonly requested compliance data captured for a particular investor or list of investors. Compliance data includes FATCA, Form PF, AIFMD and CPO-PQR.
Returns demographic details for a particular contact or list of contacts.
Returns contact relationships.
Returns a list of Products within a Firm or filtered to a specific product.
Returns the standard attributes of a Product within a Firm or filtered to a specific product.
Returns all the relationships of a Product associated to an investor.
Returns the standard set of attributes of an Investor, including Investor legal name, unique identifier, address, tax and other identifying information.
Returns the collection of all reference data as it pertains to Investors, Contacts, their relationships and pending capital transaction activity.
Returns the acceptable values for a specific List.
Modify attributes associated with an investor. Except the internal identifier for an investor all the attributes can be modified.
Modifies a product relationship with the desired investor
Track the status of the contact or contact relationship creation or modification.
Track the status of the investor creation or modification.
Track the status of the product creation or modification.
Creates contact relationships.
Modifies contact relationships.
Returns the enhanced attributes of a Product within a Firm or filtered to a specific product.
Returns a list of third parties and/or attributes associated with a third party. Third parties are defined as Custodians, Placement Agents, Related Contacts and Vendors.
Create an investor within your firm with all the desired attributes. Either an investor with just the externalId and name can be created or an investor with all the attributes can be created.
Returns links between a third party and a firm, product and/or investor along with attributes specific to that relationship.
Creates a product relationship with the desired investor