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