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API Endpoints

GET

Filter Count

/filtercount

Returns the list of filters that have been set up for the applicable user id.

GET

Task Attachment

/attachmentsbyticket

Returns task attachment(s) by task Id.

GET

Comments

/comments

Returns comments for a task identified by its id

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

Projects

/project

Returns list of projects the user has access to.

GET

Project Issues

/projectissuetype

Returns a list of issues in a project by project Id.

GET

Task Status by Id

/ticketstatusbyfilterid

Returns task status by filter ID.

GET

Task Info

/ticketinfo

Returns information of a task.

GET

View Task

/viewticket

Returns task details by task Id.

GET

Tasks By Filter

/ticketsbyfilterstatus

Returns the task details and list of tasks by Filter Id.

POST

Create Task

/ticket

Creates a new Task along with sample task attachment for reference.

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

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

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.

GET

Investors

/investors

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

GET

Status

/{appName}/status/{key}

Track the status of the investor creation or modification.

POST

Add Attachment

/tickets/{key}/attachments

Adds an attachment to an existing task identified by key

GET

Project Issue Type Fields

/projectissuetypefields

Returns all the available fields in an issue type of a project.

GET

Attachment Metadata

/attachmentmetadata

Returns attachment metadata details by task Id.

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.

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