GET
/attachmentsbyticket
Returns task attachment(s) by task Id.
POST
/comments
Adds comments to an existing task identified by its jiraTicketNo
/projectissuetypefields
Returns all the available fields in an issue type of a project.
/investors
Returns all the Investor's related attributes including ERISA, FATCA, pooled investment, cftcNfa, insurance, tax etc.
/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.
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.
/project
Returns list of projects the user has access to.
PATCH
/investors/{externalId}
Modify attributes associated with an investor. Except the internal identifier for an investor all the attributes can be modified.
/enhanced
Returns the enhanced set of attributes of an investor including pooled investment, cftcNfa, insurance, tax etc
/projectissuetype
Returns a list of issues in a project by project Id.
/filtercount
Returns the list of filters that have been set up for the applicable user id.
/ticketsbyfilterstatus
Returns the task details and list of tasks by Filter Id.
/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.
/ticketstatusbyfilterid
Returns task status by filter ID.
Returns comments for a task identified by its id
/standard
Returns the standard set of attributes of an Investor, including Investor legal name, unique identifier, address, tax and other identifying information.
/ticketinfo
Returns information of a task.
/{appName}/status/{key}
Track the status of the investor creation or modification.
/ticket
Creates a new Task along with sample task attachment for reference.
/attachmentmetadata
Returns attachment metadata details by task Id.
/viewticket
Returns task details by task Id.