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API Endpoints

POST

Comments

/comments

Adds comments to an existing task identified by its jiraTicketNo

GET

Enhanced

/enhanced

Returns the enhanced set of attributes of an investor including pooled investment, cftcNfa, insurance, tax etc

GET

Metadata

/metadata

Returns a contact name and primary email address for a particular contact or list of contacts.

GET

Demographics

/demographics

Returns demographic details for a particular contact or list of contacts.

GET

Relationships

/contacts/relationships

Returns contact relationships.

GET

Compliance

/compliance

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.

GET

Standard

/standard

Returns the standard attributes of a Product within a Firm or filtered to a specific product.

GET

Relationships

/{externalId}/relationships

Returns all the relationships of a Product associated to an investor.

GET

Metadata

/metadata

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.

GET

Metadata

/metadata

Returns a list of Products within a Firm or filtered to a specific product.

GET

Standard

/standard

Returns the standard set of attributes of an Investor, including Investor legal name, unique identifier, address, tax and other identifying information.

PATCH

Investors

/investors/{externalId}

Modify attributes associated with an investor. Except the internal identifier for an investor all the attributes can be modified.

PATCH

Relationships

/{externalId}/relationships

Modifies a product relationship with the desired investor

GET

Lists Metadata

/lists/metadata

Returns the collection of all reference data as it pertains to Investors, Contacts, their relationships and pending capital transaction activity.

GET

List Values

/lists

Returns the acceptable values for a specific List.

GET

Investors

/investors

Returns all the Investor's related attributes including ERISA, FATCA, pooled investment, cftcNfa, insurance, tax etc.

PATCH

Contacts

/contacts/{externalId}

Modifies contacts

GET

Status

/{appName}/status/{key}

Track the status of the contact or contact relationship creation or modification.

GET

Status

/{appName}/status/{key}

Track the status of the investor creation or modification.

GET

Status

/{appName}/status/{key}

Track the status of the product creation or modification.

POST

Contacts

/contacts

Creates contacts

POST

Contacts Relationships

/contacts/relationships

Creates contact relationships.

PATCH

Contacts Relationships

/contacts/relationships/{externalId}

Modifies contact relationships.

GET

Enhanced

/enhanced

Returns the enhanced attributes of a Product within a Firm or filtered to a specific product.

POST

Investors

/investors

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.

POST

Relationships

/{externalId}/relationships

Creates a product relationship with the desired investor

GET

Relationships

/relationships

Returns links between a third party and a firm, product and/or investor along with attributes specific to that relationship.

GET

Products

/products

Returns a list of Products within a Firm or filtered to a specific product.

GET

Metadata

/metadata

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.

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