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