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