POST
/comments
Adds comments to an existing task identified by its jiraTicketNo
GET
/enhanced
Returns the enhanced set of attributes of an investor including pooled investment, cftcNfa, insurance, tax etc
/metadata
Returns a contact name and primary email address for a particular contact or list of contacts.
/demographics
Returns demographic details for a particular contact or list of contacts.
/contacts/relationships
Returns contact relationships.
/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.
/standard
Returns the standard attributes of a Product within a Firm or filtered to a specific product.
/{externalId}/relationships
Returns all the relationships of a Product associated to an investor.
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 list of Products within a Firm or filtered to a specific product.
Returns the standard set of attributes of an Investor, including Investor legal name, unique identifier, address, tax and other identifying information.
PATCH
/investors/{externalId}
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
/lists/metadata
Returns the collection of all reference data as it pertains to Investors, Contacts, their relationships and pending capital transaction activity.
/lists
Returns the acceptable values for a specific List.
/investors
Returns all the Investor's related attributes including ERISA, FATCA, pooled investment, cftcNfa, insurance, tax etc.
/contacts/{externalId}
Modifies contacts
/{appName}/status/{key}
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.
/contacts
Creates contacts
Creates contact relationships.
/contacts/relationships/{externalId}
Modifies contact relationships.
Returns the enhanced attributes of a Product within a Firm or filtered to a specific product.
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.
Creates a product relationship with the desired investor
/relationships
Returns links between a third party and a firm, product and/or investor along with attributes specific to that relationship.
/products
Returns a list of Products 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.