openapi: 3.0.1
info:
  title: End Clients
  version: v1
  description: |
    # Getting Started
    For more information on how to start using our APIs, please refer to the Getting
    Started guide. 
    ***
    # Servers
    SEI's API products have various environments available depending on your stage of integration. The server URL should correspond with the environment of your application. Please refer to the Getting Started guide for a list of all environments and URLs. 
    
    **Note** For all Client applications, the Two-way TLS URL must be used. This is essential in order for the client server making API calls to establish a successful Two-Way SSL communication with SEI.
    ***
servers:
  - url: 'https://test.mtls.api.seic.com'
    description: Two-way SSL Test Server.
  - url: 'https://mtls.api.seic.com'
    description: Two-way SSL Production Server.
  - url: 'https://build.api.seic.com'
    description: Integration Server with masked data.
  - url: 'https://sandbox.api.seic.com'
    description: Sandbox Server with masked data. 
  - url: 'https://test.api.seic.com'
    description: Test Server with unmasked data.
  - url: 'https://api.seic.com'
    description: Production Server with unmasked data.
paths:
  /v1/endclients/metadata:
    get:
      security:
        - oauth2: []
          bearerAuth: []
          ApiKeyAuth: []
      tags:
      - End Clients
      operationId: EndClientsMetadata
      parameters:
      - name: firstName
        in: query
        description: The first name for the financial advisor, investor, manager, contact or third party.
        schema:
          type: string
      - name: middleName
        in: query
        description: The middle name for the financial advisor, investor, manager, contact or third party.
        schema:
          type: string
      - name: lastName
        in: query
        description: The last name for the financial advisor, investor, manager, contact or third party.
        schema:
          type: string
      - name: prefix
        in: query
        description: Prefix for a Third Party where Third Party is an Individual. Value for Prefix - Mr., Mrs., Ms., Dr.
        schema:
          type: string
      - name: suffix
        in: query
        description: Suffix for a Third Party where Third Party is an Individual. Value for Suffix - Jr., Sr., Esq.
        schema:
          type: string
      - name: classification
        in: query
        description: Identifies whether the investor is an individual or entity.
        schema:
          type: string
          enum: [Individual,Entity]
      - name: endClientName
        in: query
        description: The unique business identifier for the End Client.
        schema:
          type: string
      - name: externalId
        in: query
        description: Unique business identifier that represents a contact, investor, product, transaction or alternate entity recognized by SEI and a third party system or application.  Many times the externalId is used to synchronize SEI sourced data with another data source for the same record.
        schema:
          type: string
      - name: active
        in: query
        description: Designates whether the record is active (true) or inactive (false). Typically an inactive record is no longer referenced nor expected to be referenced on a regular basis.
        schema:
          type: boolean
      - name: prospect
        in: query
        description: Indicates if the end client is a prospect.
        schema:
          type: boolean
      - name: prospectStatus
        in: query
        description: Indicates the status of the prospect.
        schema:
          type: string
      - name: changeStartDate
        in: query
        description: Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).
        schema:
          type: string
          format: date
      - name: changeEndDate
        in: query
        description: Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).
        schema:
          type: string
          format: date
      - name: createStartDate
        in: query
        description: Last change start date for the record in ISO 8601 UTC format. Can be used to target records modified on, since or between specified datetime. Date only can be accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).
        schema:
          type: string
          format: date
      - name: createEndDate
        in: query
        description: Create end date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records created on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).
        schema:
          type: string
          format: date
      - name: systemIdName
        in: query
        description: Name of the field from external system.
        schema:
          type: string
      - name: systemIdValue
        in: query
        description: Value of the field from external system.
        schema:
          type: string
      - name: limit
        in: query
        description: Number of records per page.
        schema:
          type: integer
          format: int32
      x-codeSamples:
        - lang: 'cURL'
          source: |
            curl --location --request GET \
            'https://api.seic.com/v1/endclients/metadata' \
            --header 'AppKey: YOUR_APPKEY' \
            --header 'Authorization: Bearer YOUR_ACCESSTOKEN' \
      responses:
        200:
          description: OK- The request has succeeded and the response has been returned.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ApEndclientsResponseModel'
              examples:
                Response Example:
                  $ref: '#/components/examples/EndClientsMetadataResponseExample'
        400:
          description: Bad request - The server cannot or will not process the request
            due to an inaccurate request submitted by the client application.  Please
            resubmit the request after making the required corrections indicated in
            the error response.  For more Info on SEI Error Standards please refer
            to the API Standards FAQ under Support.
        401:
          description: Unauthorized - Invalid authentication details have been provided.  Also
            useful to trigger an authorization pop up if the API is used from a browser.
        403:
          description: Forbidden-The SEI Server understood the request but refuses
            to fulfill it.
        404:
          description: Not Found- The requested resource or the underlying resource
            does not exist.  Please resubmit the request after making the required
            corrections
        500:
          description: Internal Server Error - The server was unable to fulfill the
            request due to an unknown condition. Please contact SEI for support. For
            More Info please refer to the "Response & Errors" FAQ under support.
  /v1/endclients/attributes:
    get:
      security:
        - oauth2: []
          bearerAuth: []
          ApiKeyAuth: []
      tags:
      - End Clients Attributes
      operationId: EndClientsAttributesGET
      parameters:
      - name: externalId
        in: query
        description: Unique business identifier that represents a contact, investor, product, transaction or alternate entity recognized by SEI and a third party system or application. Many times the externalId is used to synchronize SEI sourced data with another data source for the same record.
        schema:
          type: string
      - name: explanation
        in: query
        description: Describes the nature of the certification.
        schema:
          type: string
      - name: name
        in: query
        description: The business description for an entity in the context of the API, sometimes called a proper name. A name can apply to a Calendar, Financial Institution, Investor, Account, Advisor and various other entities.
        schema:
          type: string
      - name: value
        in: query
        description: Describes the value that will be taken for the selected label.
        schema:
          type: string
      - name: limit
        in: query
        description: Number of records per page. Many responses have a maximum of 50 records per page.
        schema:
          type: integer
          format: int32
      x-codeSamples:
        - lang: 'cURL'
          source: |
            curl --location --request GET \
            'https://api.seic.com/v1/endclients/attributes' \
            --header 'AppKey: YOUR_APPKEY' \
            --header 'Authorization: Bearer YOUR_ACCESSTOKEN' \
      responses:
        200:
          description: OK- The request has succeeded and the response has been returned.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ApEndclientsAttributesResponseModel'
              examples:
                Response Example:
                  $ref: '#/components/examples/EndClientsAttributesResponse'
        400:
          description: Bad request - The server cannot or will not process the request
            due to an inaccurate request submitted by the client application.  Please
            resubmit the request after making the required corrections indicated in
            the error response.  For more Info on SEI Error Standards please refer
            to the API Standards FAQ under Support.
        401:
          description: Unauthorized - Invalid authentication details have been provided.  Also
            useful to trigger an authorization pop up if the API is used from a browser.
        403:
          description: Forbidden-The SEI Server understood the request but refuses
            to fulfill it.
        404:
          description: Not Found- The requested resource or the underlying resource
            does not exist.  Please resubmit the request after making the required
            corrections.
        500:
          description: Internal Server Error - The server was unable to fulfill the
            request due to an unknown condition. Please contact SEI for support. For
            More Info please refer to the "Response & Errors" FAQ under support.
    post:
      security:
        - oauth2: []
          bearerAuth: []
          ApiKeyAuth: []
      tags:
      - End Clients Attributes
      operationId: EndclientsAttributesPOST
      parameters:
      - name: content-type
        in: header
        required: true
        description: Valid value is application/json. This defines the content type of the request payload accepted by the API.
        schema:
          type: string
      x-codeSamples:
        - lang: 'cURL'
          source: |
            curl --location --request POST \
            'https://api.seic.com/v1/endclients/attributes' \
            --header 'AppKey: YOUR_APPKEY' \
            --header 'Authorization: Bearer YOUR_ACCESSTOKEN' \
            --header 'Content-Type: application/json' \
            --data-raw '{
                "externalId": "SMTest2_22",
                "attributes": [
                    {
                        "name": "OFACCountry",
                        "value": "No",
                        "explanation": " "
                    }
                ]
            }'
      requestBody:
        content:
          '*/*':
            schema:
              $ref: '#/components/schemas/attributesrequestDataPOST'
        required: false
      responses:
        200:
          description: OK- The request has succeeded and the response has been returned.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/attributesresponseDataPATCH'
              examples:
                Response Example:
                  $ref: '#/components/examples/EndClientsAttributesPATCHResponse'
        400:
          description: Bad request - The server cannot or will not process the request
            due to an inaccurate request submitted by the client application.  Please
            resubmit the request after making the required corrections indicated in
            the error response.  For more Info on SEI Error Standards please refer
            to the API Standards FAQ under Support.
        401:
          description: Unauthorized - Invalid authentication details have been provided.  Also
            useful to trigger an authorization pop up if the API is used from a browser.
        403:
          description: Forbidden-The SEI Server understood the request but refuses
            to fulfill it.
        404:
          description: Not Found- The requested resource or the underlying resource
            does not exist.  Please resubmit the request after making the required
            corrections.
        500:
          description: Internal Server Error - The server was unable to fulfill the
            request due to an unknown condition. Please contact SEI for support. For
            More Info please refer to the "Response & Errors" FAQ under support.
      x-codegen-request-body-name: requestPayload
  /v1/endclients/{externalId}/attributes:
    patch:
      security:
        - oauth2: []
          bearerAuth: []
          ApiKeyAuth: []
      tags:
      - End Clients Attributes
      operationId: EndclientsAttributesPATCH
      parameters:
      - name: externalId
        in: path
        required: true
        description: Unique business identifier that represents a contact, investor, product, transaction or alternate entity recognized by SEI and a third party system or application.
        schema:
          type: string
      - name: content-type
        in: header
        required: true
        description: Valid value is application/json. This defines the content type of the request payload accepted by the API.
        schema:
          type: string
      requestBody:
        content:
          '*/*':
            schema:
              $ref: '#/components/schemas/attributesrequestDataPATCH'
      x-codeSamples:
        - lang: 'cURL'
          source: |
            curl --location --request PATCH \
            'https://api.seic.com/v1/endclients/SMTest2_22/attributes' \
            --header 'AppKey: YOUR_APPKEY' \
            --header 'Authorization: Bearer YOUR_ACCESSTOKEN' \
            --header 'Content-Type: application/json' \
            --data-raw '{
                "attributes": [
                    {
                        "name": "OFACCountry",
                        "value": "Yes",
                        "explanation": " "
                    }
                ]
            }'
      responses:
        200:
          description: OK- The request has succeeded and the response has been returned.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/attributesresponseDataPATCH'
              examples:
                Response Example:
                  $ref: '#/components/examples/EndClientsAttributesPATCHResponse'
        400:
          description: Bad request - The server cannot or will not process the request
            due to an inaccurate request submitted by the client application.  Please
            resubmit the request after making the required corrections indicated in
            the error response.  For more Info on SEI Error Standards please refer
            to the API Standards FAQ under Support.
        401:
          description: Unauthorized - Invalid authentication details have been provided.  Also
            useful to trigger an authorization pop up if the API is used from a browser.
        403:
          description: Forbidden-The SEI Server understood the request but refuses
            to fulfill it.
        404:
          description: Not Found- The requested resource or the underlying resource
            does not exist.  Please resubmit the request after making the required
            corrections.
        500:
          description: Internal Server Error - The server was unable to fulfill the
            request due to an unknown condition. Please contact SEI for support. For
            More Info please refer to the "Response & Errors" FAQ under support.
      x-codegen-request-body-name: requestPayload
  /v1/endclients/relationships:
    get:
      security:
        - oauth2: []
          bearerAuth: []
          ApiKeyAuth: []
      tags:
      - End Clients Relationships
      operationId: EndClientsRelationshipsGET
      parameters:
      - name: externalId
        in: query
        description: Unique business identifier that represents a contact, investor, product, transaction or alternate entity recognized by SEI and a third party system or application. Many times the externalId is used to synchronize SEI sourced data with another data source for the same record.
        schema:
          type: string
      - name: investorExternalId
        in: query
        description: Unique business identifier for the investor.
        schema:
          type: string
      - name: externalRelationshipId
        in: query
        description: Relationship ID for End Client/Account Relationship.
        schema:
          type: string
      - name: primaryOwnerFl
        in: query
        description: Identifies primary owner if joint account.
        schema:
          type: string
      - name: ownershipPercent
        in: query
        description: Identifies percentage ownership of End Client to Account.
        schema:
          type: string
      - name: active
        in: query
        description: Designates whether the record is active or inactive. Typically an inactive record is no longer referenced, or expected to be referenced, on a regular basis.
        schema:
          type: string
      - name: limit
        in: query
        description: Number of records per page. Many responses have a maximum of 50 records per page.
        schema:
          type: integer
          format: int32
      x-codeSamples:
        - lang: 'cURL'
          source: |
            curl --location --request GET \
            'https://api.seic.com/v1/endclients/relationships' \
            --header 'AppKey: YOUR_APPKEY' \
            --header 'Authorization: Bearer YOUR_ACCESSTOKEN' \
      responses:
        200:
          description: OK- The request has succeeded and the response has been returned.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ApEndclientsRelationshipsResponseModel'
              examples:
                Response Example:
                  $ref: '#/components/examples/EndClientsRelationshipsGETResponse'
        400:
          description: Bad request - The server cannot or will not process the request
            due to an inaccurate request submitted by the client application.  Please
            resubmit the request after making the required corrections indicated in
            the error response.  For more Info on SEI Error Standards please refer
            to the API Standards FAQ under Support.
        401:
          description: Unauthorized - Invalid authentication details have been provided.  Also
            useful to trigger an authorization pop up if the API is used from a browser.
        403:
          description: Forbidden-The SEI Server understood the request but refuses
            to fulfill it.
        404:
          description: Not Found- The requested resource or the underlying resource
            does not exist.  Please resubmit the request after making the required
            corrections
        500:
          description: Internal Server Error - The server was unable to fulfill the
            request due to an unknown condition. Please contact SEI for support. For
            More Info please refer to the "Response & Errors" FAQ under support.
    post:
      security:
        - oauth2: []
          bearerAuth: []
          ApiKeyAuth: []
      tags:
      - End Clients Relationships
      operationId: EndClientsRelationshipsPOST
      parameters:
      - name: content-type
        in: header
        required: true
        description: Valid value is application/json. This defines the content type of the request payload accepted by the API.
        schema:
          type: string
      x-codeSamples:
        - lang: 'cURL'
          source: |
            curl --location --request POST \
            'https://api.seic.com/v1/endclients/relationships' \
            --header 'AppKey: YOUR_APPKEY' \
            --header 'Authorization: Bearer YOUR_ACCESSTOKEN' \
            --header 'Content-Type: application/json' \
            --data-raw '{
                "externalRelationshipId": "AFIFE2",
                "externalEndClientId": "APR_RLS_2",
                "externalInvestorId": "FIFETEST",
                "active": true,
                "primaryOwner": true,
                "ownershipPercent": 50,
                "ownershipType": "Individual"
            }'
      requestBody:
        content:
          '*/*':
            schema:
              $ref: '#/components/schemas/relationshipsrequestDataPOST'
        required: false
      responses:
        200:
          description: OK- The request has succeeded and the response has been returned.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/relationshipsresponseDataPATCH'
              examples:
                Response Example:
                  $ref: '#/components/examples/EndClientsRelationshipsPOSTResponse'
        400:
          description: Bad request - The server cannot or will not process the request
            due to an inaccurate request submitted by the client application.  Please
            resubmit the request after making the required corrections indicated in
            the error response.  For more Info on SEI Error Standards please refer
            to the API Standards FAQ under Support.
        401:
          description: Unauthorized - Invalid authentication details have been provided.  Also
            useful to trigger an authorization pop up if the API is used from a browser.
        403:
          description: Forbidden-The SEI Server understood the request but refuses
            to fulfill it.
        404:
          description: Not Found- The requested resource or the underlying resource
            does not exist.  Please resubmit the request after making the required
            corrections.
        500:
          description: Internal Server Error - The server was unable to fulfill the
            request due to an unknown condition. Please contact SEI for support. For
            More Info please refer to the "Response & Errors" FAQ under support.
      x-codegen-request-body-name: requestPayload
  /v1/endclients/relationships/{externalRelationshipId}:
    patch:
      security:
        - oauth2: []
          bearerAuth: []
          ApiKeyAuth: []
      tags:
      - End Clients Relationships
      operationId: EndClientsRelationshipsPATCH
      parameters:
      - name: externalRelationshipId
        in: path
        required: true
        description:   Relationship ID for End Client/Account Relationship.
        schema:
          type: string
      - name: content-type
        in: header
        required: true
        description: Valid value is application/json. This defines the content type of the request payload accepted by the API.
        schema:
          type: string
      x-codeSamples:
        - lang: 'cURL'
          source: |
            curl --location --request PATCH \
            'https://api.seic.com/v1/endclients/relationships/AFIFE2' \
            --header 'AppKey: YOUR_APPKEY' \
            --header 'Authorization: Bearer YOUR_ACCESSTOKEN' \
            --header 'Content-Type: application/json' \
            --data-raw '{
                "externalEndClientId": "APR_RLS_2",
                "externalInvestorId": "FIFETEST",
                "active": true,
                "primaryOwner": false,
                "ownershipPercent": 40,
                "ownershipType": "Individual"
            }'
      requestBody:
        content:
          '*/*':
            schema:
              $ref: '#/components/schemas/relationshipsrequestDataPATCH'
        required: false
      responses:
        200:
          description: OK- The request has succeeded and the response has been returned.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/relationshipsresponseDataPATCH'
              examples:
                Response Example:
                  $ref: '#/components/examples/EndClientsRelationshipsPATCHResponse'
        400:
          description: Bad request - The server cannot or will not process the request
            due to an inaccurate request submitted by the client application.  Please
            resubmit the request after making the required corrections indicated in
            the error response.  For more Info on SEI Error Standards please refer
            to the API Standards FAQ under Support.
        401:
          description: Unauthorized - Invalid authentication details have been provided.  Also
            useful to trigger an authorization pop up if the API is used from a browser.
        403:
          description: Forbidden-The SEI Server understood the request but refuses
            to fulfill it.
        404:
          description: Not Found- The requested resource or the underlying resource
            does not exist.  Please resubmit the request after making the required
            corrections.
        500:
          description: Internal Server Error - The server was unable to fulfill the
            request due to an unknown condition. Please contact SEI for support. For
            More Info please refer to the "Response & Errors" FAQ under support.
      x-codegen-request-body-name: requestPayload
  /v1/endclients:
    get:
      security:
        - oauth2: []
          bearerAuth: []
          ApiKeyAuth: []
      tags:
      - End Clients
      operationId: EndClientsdataGET
      parameters:
      - name: externalId
        in: query
        description: Unique business identifier that represents a contact, investor, product, transaction or alternate entity recognized by SEI and a third party system or application. Many times the externalId is used to synchronize SEI sourced data with another data source for the same record.
        schema:
          type: string
      - name: firstName
        in: query
        description: The first name for the financial advisor, investor, manager, contact or third party.
        schema:
          type: string
      - name: lastName
        in: query
        description: The last name for the financial advisor, investor, manager, contact or third party.
        schema:
          type: string
      - name: taxId
        in: query
        description: Primary tax identifier for the Investor or Contact or Third party.
        schema:
          type: string
      - name: entityName
        in: query
        description: Name of End Client, if End Client is Entity.
        schema:
          type: string
      - name: city
        in: query
        description: The city of the address.
        schema:
          type: string
      - name: stateCode
        in: query
        description: The two character code for US and Canadian states and provinces.
        schema:
          type: string
      - name: active
        in: query
        description: Designates whether the record is active (true) or inactive (false). Typically an inactive record is no longer referenced nor expected to be referenced on a regular basis.
        schema:
          type: boolean
      - name: changeStartDate
        in: query
        description: Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).
        schema:
          type: string
          format: date
      - name: changeEndDate
        in: query
        description: Last modified date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records modified on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).
        schema:
          type: string
          format: date
      - name: createStartDate
        in: query
        description: Last change start date for the record in ISO 8601 UTC format. Can be used to target records modified on, since or between specified datetime. Date only can be accepted and assumes a time of 00:00:00:0000. Datetime is Eastern Standard Time (EST).
        schema:
          type: string
          format: date
      - name: createEndDate
        in: query
        description: Create end date for the record in ISO 8601 format YYYY-MM-DD. Can be used to target records created on, since or between specified datetime. Date only is accepted and assumes a time of 23:59:59:9999. Datetime is Eastern Standard Time (EST).
        schema:
          type: string
          format: date
      - name: deceasedDate
        in: query
        description: The date that the third party is deceased (if applicable). Required date format yyyy-MM-ddTHH:mm:ss.SSS. Date only can also be accepted. Datetime is Eastern Standard Time (EST).
        schema:
          type: string
          format: date
      - name: politicallyExposedPerson
        in: query
        description: Certification if the end client is a politically exposed person.
        schema:
          type: boolean
      - name: employee
        in: query
        description: Indicator that the investor is an employee.
        schema:
          type: boolean
      - name: organization
        in: query
        description: This is an internal identifier of the organization within our API management software.
        schema:
          type: string
      - name: legalForm
        in: query
        description: Identifies the legal form of the investor. A full list of values can be obtained through the Lists API.
        schema:
          type: string
          enum: [Partnership,LLC,Trust,Corporation,Disregarded Entity,Other]
      - name: principalPlaceOfBusinessStateProvince
        in: query
        description: Principal state of business of Investor provided on subscription document.
        schema:
          type: string
      - name: principalPlaceOfBusinessCountry
        in: query
        description: Principal country of business of Investor provided on subscription document.
        schema:
          type: string
      - name: investmentObjective
        in: query
        description: Represents the objective for investment in the account.
        schema:
          type: string
      - name: riskRating
        in: query
        description: Indicates the investment risk rating of the account. It can be a value from 0 to 99. A value of 0 means the risk is not rated or specified. Value 1 is the lowest risk (most conservative) and value 99 is the highest risk (most aggressive).
        schema:
          type: integer
      - name: employerName
        in: query
        description: Indicates the name of the end client's employer.
        schema:
          type: string
      - name: globalId
        in: query
        description: Unique business identifier within the firm for the portfolio.
        schema:
          type: string
      - name: channelType
        in: query
        description: Certification of how the client interacted with the customer. Ex. In Person.
        schema:
          type: string
          enum: [In Person,Not In Person,Digital]
      - name: sourceOfWealth
        in: query
        description: Confirms the source of wealth from a customer opening an account.
        schema:
          type: string
          enum: [Earned Income,Inheritance/Gift,Business Ownership - Income Profits,Investments,Trust Beneficiary,Settlements,Lottery,Unearned Income]
      - name: foreignOrDomesticPEP
        in: query
        description: Certifies if a politically exposed person is a foreign or domestic politically exposed person, ex. Foreign PEP.
        schema:
          type: string
          enum: [Domestic PEP,Foreign PEP]
      - name: typeOfPoliticallyExposedPerson
        in: query
        description: Certifies the type of politically exposed person the end client is.
        schema:
          type: string
          enum: [Head of International Organization,Politically Exposed Person,Relatives and Close Associates]
      - name: pepDateIdentified
        in: query
        description: Indicates the date the end client is identified as a politically exposed person.
        schema:
          type: string
      - name: countryOfBirth
        in: query
        description: The country that the third party was born in.
        schema:
          type: string
      - name: organizationSubType
        in: query
        description: Further describes the organization type of a end client that is an entity. Ex Local Agency.
        schema:
          type: string
      - name: isExistingThirdParty
        in: query
        description: Flag to determine if the third party is existing.
        schema:
          type: boolean
      - name: systemIdName
        in: query
        description: Name of the field from external system.
        schema:
          type: string
      - name: systemIdValue
        in: query
        description: Value of the field from external system.
        schema:
          type: string
      - name: endClientType
        in: query
        description: Type of End Client.
        schema:
          type: string
      - name: natureOfCustomersBusiness
        in: query
        description: Indicates the legal organization of the end client's business.
        schema:
          type: string
      - name: limit
        in: query
        description: Number of records per page. Many responses have a maximum of 50 records per page.
        schema:
          type: integer
          format: int32
      x-codeSamples:
        - lang: 'cURL'
          source: |
            curl --location --request GET \
            'https://api.seic.com/v1/endclients' \
            --header 'AppKey: YOUR_APPKEY' \
            --header 'Authorization: Bearer YOUR_ACCESSTOKEN' \
      responses:
        200:
          description: OK- The request has succeeded and the response has been returned.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ApEndclientResponseModel'
              examples:
                Response Example:
                  $ref: '#/components/examples/EndClientsResponseExample'
        400:
          description: Bad request - The server cannot or will not process the request
            due to an inaccurate request submitted by the client application.  Please
            resubmit the request after making the required corrections indicated in
            the error response.  For more Info on SEI Error Standards please refer
            to the API Standards FAQ under Support.
        401:
          description: Unauthorized - Invalid authentication details have been provided.  Also
            useful to trigger an authorization pop up if the API is used from a browser.
        403:
          description: Forbidden-The SEI Server understood the request but refuses
            to fulfill it.
        404:
          description: Not Found- The requested resource or the underlying resource
            does not exist.  Please resubmit the request after making the required
            corrections
        500:
          description: Internal Server Error - The server was unable to fulfill the
            request due to an unknown condition. Please contact SEI for support. For
            More Info please refer to the "Response & Errors" FAQ under support.
    post:
      security:
        - oauth2: []
          bearerAuth: []
          ApiKeyAuth: []
      tags:
      - End Clients
      operationId: EndClientsPOST
      parameters:
      - name: content-type
        in: header
        required: true
        description: Valid value is application/json. This defines the content type of the request payload accepted by the API.
        schema:
          type: string
      x-codeSamples:
        - lang: 'cURL'
          label: 'cURL - Individual'
          source: |
            curl --location --request POST \
            'https://api.seic.com/v1/endclients' \
            --header 'AppKey: YOUR_APPKEY' \
            --header 'Authorization: Bearer YOUR_ACCESSTOKEN' \
            --header 'Content-Type: application/json' \
            --data-raw '{
                "externalId": "SJ0706",
                "name": {
                    "firstName": "Sophia",
                    "middleName": "Joan",
                    "lastName": "Jones"
                },
                "prefix": "Ms.",
                "classification": "Individual",
                "endClientName": "Sophia Joan Jones",
                "active": true,
                "prospectStatus": "N/A",
                "prospect": true
            }'
        - lang: 'cURL'
          label: 'cURL - Entity'
          source: |
            curl --location --request POST \
            'https://api.seic.com/v1/endclients' \
            --header 'AppKey: YOUR_APPKEY' \
            --header 'Authorization: Bearer YOUR_ACCESSTOKEN' \
            --header 'Content-Type: application/json' \
            --data-raw '{
            	"externalId": "TESTLP",
                "entityName": "Test Corporation",
            	"classification": "Entity"
            }'
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/EndclientsrequestDataPOST'
      responses:
        200:
          description: OK- The request has succeeded and the response has been returned.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/EndclientsresponseDataPATCH'
              examples: 
                Individual:
                  $ref: '#/components/examples/EndclientsPOSTIndividualResponse'
                Entity:
                  $ref: '#/components/examples/EndclientsPOSTEntityResponse'
        400:
          description: Bad request - The server cannot or will not process the request
            due to an inaccurate request submitted by the client application.  Please
            resubmit the request after making the required corrections indicated in
            the error response.  For more Info on SEI Error Standards please refer
            to the API Standards FAQ under Support.
        401:
          description: Unauthorized - Invalid authentication details have been provided.  Also
            useful to trigger an authorization pop up if the API is used from a browser.
        403:
          description: Forbidden-The SEI Server understood the request but refuses
            to fulfill it.
        404:
          description: Not Found- The requested resource or the underlying resource
            does not exist.  Please resubmit the request after making the required
            corrections
        500:
          description: Internal Server Error - The server was unable to fulfill the
            request due to an unknown condition. Please contact SEI for support. For
            More Info please refer to the "Response & Errors" FAQ under support.
      x-codegen-request-body-name: requestPayload
  /v1/endclients/{externalId}:
    patch:
      security:
        - oauth2: []
          bearerAuth: []
          ApiKeyAuth: []
      tags:
      - End Clients
      operationId: EndClientsPATCH
      parameters:
      - name: externalId
        in: path
        required: true
        description: Unique business identifier that represents a contact, investor, product, transaction or alternate entity recognized by SEI and a third party system or application. Many times the externalId is used to synchronize SEI sourced data with another data source for the same record.
        schema:
          type: string
      - name: content-type
        in: header
        required: true
        description: Valid value is application/json. This defines the content type of the request payload accepted by the API.
        schema:
          type: string
      x-codeSamples:
        - lang: 'cURL'
          label: 'cURL - Individual'
          source: |
            curl --location --request PATCH \
            'https://api.seic.com/v1/endclients/SJ0706' \
            --header 'AppKey: YOUR_APPKEY' \
            --header 'Authorization: Bearer YOUR_ACCESSTOKEN' \
            --header 'Content-Type: application/json' \
            --data-raw '{
                "name": {
                    "firstName": "Sophia",
                    "lastName": "Jones"
                },
                "classification": "Individual",
                "active": false
            }'
        - lang: 'cURL'
          label: 'cURL - Entity'
          source: |
            curl --location --request PATCH \
            'https://api.seic.com/v1/endclients/TESTLP' \
            --header 'AppKey: YOUR_APPKEY' \
            --header 'Authorization: Bearer YOUR_ACCESSTOKEN' \
            --header 'Content-Type: application/json' \
            --data-raw '{
                "externalId": "TESTLP",
                "entityName": "Corporation",
                "classification": "Entity"
            }'
      requestBody:
        content:
          '*/*':
            schema:
              $ref: '#/components/schemas/EndclientsrequestDataPATCH'
        required: false
      responses:
        200:
          description: OK- The request has succeeded and the response has been returned.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/EndclientsresponseDataPATCH'
              examples: 
                Individual:
                  $ref: '#/components/examples/EndclientsPATCHIndividualResponse'
                Entity:
                  $ref: '#/components/examples/EndclientsPATCHEntityResponse'
        400:
          description: Bad request - The server cannot or will not process the request
            due to an inaccurate request submitted by the client application.  Please
            resubmit the request after making the required corrections indicated in
            the error response.  For more Info on SEI Error Standards please refer
            to the API Standards FAQ under Support.
        401:
          description: Unauthorized - Invalid authentication details have been provided.  Also
            useful to trigger an authorization pop up if the API is used from a browser.
        403:
          description: Forbidden-The SEI Server understood the request but refuses
            to fulfill it.
        404:
          description: Not Found- The requested resource or the underlying resource
            does not exist.  Please resubmit the request after making the required
            corrections.
        500:
          description: Internal Server Error - The server was unable to fulfill the
            request due to an unknown condition. Please contact SEI for support. For
            More Info please refer to the "Response & Errors" FAQ under support.
      x-codegen-request-body-name: requestPayload
components:
  securitySchemes:
    oauth2:
      type: oauth2
      description: To access any API, first obtain an OAuth Token. Refer to the Access Token documentation for more information. The token has a 60 minutes active TTL and 30 minutes inactive TTL. An application making SEI API Requests from a Client/Server or Server/Server type of infrastructure will leverage the grant_type client_credentials while minting an OAuth from the Token API. 
      flows:
        clientCredentials:
          tokenUrl: /v2/oauthtoken
          scopes: {}
    bearerAuth:
      type: http
      scheme: bearer
      description: After successfully obtaining an OAuth token, pass the access_token value to the desired API endpoint by including the header parameter 'Authorization' with the value 'Bearer access_token'. 
    ApiKeyAuth:
      type: apiKey
      in: header
      name: AppKey
      description: Pass the header parameter 'AppKey' to the API endpoint to authenticate your application. This value can be found within the 'My Apps' page. This value uniquely identifies the registered application. 
  schemas:
    EndclientsrequestDataPATCH:
      type: object
      properties:
        classification:
          type: string
          description: Identifies whether the investor is an individual or entity.
        name:
          type: object
          properties:
            prefix:
              type: string
              description: Prefix for a Third Party where Third Party is an Individual. Value for Prefix Mr., Mrs., Ms., Dr.
            firstName:
              type: string
              description: The first name for the financial advisor, investor,manager or contact or third party
            middleName:
              type: string
              description: The middle name for the financial advisor, investor,manager or contact or third party
            lastName:
              type: string
              description: The last name for the financial advisor, investor,manager or contact or third party
            suffix:
              type: string
              description: Suffix for a Third Party where Third Party is an Individual.Value for Suffix Jr., Sr., Esq.
        entityName:
          type: string
          description: Name of End Client, if End Client is Entity
        taxId:
          type: string
          description: Primary tax identifier for the Investor or Contact or Third party. When used in a search, is the full digits or characters, less special characters and spacing.
        taxType:
          type: string
          description: Investor's tax type as indicated on the tax form. A full list of tax types can be obtained through the Lists API.
        firstCountryofCitizenship:
          type: string
          description: Primary citizenship country for Third Party.
        secondCountryofCitizenship:
          type: string
          description: Secondary citizenship country for Third Party
        countryofDomicile:
          type: string
          description: The domicile country of Third Party when they are an organization
        birthDate:
          type: string
          description: Date of birth or date of formation in the format MM/DD/YYYY.
        dateofFormation:
          type: string
          description: Birth Date or Date of Formation of Investor provided on subscription document.
        gender:
          type: string
          description: Identifies the gender of a Third Party where Third Party is an Individual.
        employmentStatus:
          type: string
          description: Identifies the Employment status of a Third Party.
        occupation:
          type: string
          description: Identifies the occupation of a Third Party.
        annualIncomeType:
          type: string
          description: Identifies the Annual Income Type of a Third Party.
        annualIncome:
          type: string
          description: Annual income of the Third Party
        annualIncomeCurrency:
          type: string
          description: Indicates currency of Annual Income for Third Party.
        lastNetProfit:
          type: string
          description: Identifies the Last Net Profit of a Third Party.
        lastNetProfitCurrency:
          type: string
          description: Identifies the Last Net Profit Currency of a Third Party.
        incomeTaxBandRate:
          type: string
          description: The income tax band rate of the Third Party.
        maritalStatus:
          type: string
          description: Indicates the Marital Status of the Third Party
        prospectStatus:
          type: string
          description:   Indicates the status of the Prospect
        prospect:
          type: string
          description: Indicates if the end client is a prospect
        active:
          type: boolean
          description: Designates whether the record is active or inactive. Typically an inactive record is no longer referenced, or expected to be referenced, on a regular basis.
        address:
          type: array
          items:
            $ref: '#/components/schemas/EndClientsAddress'
    EndclientsrequestDataPOST:
      type: object
      properties:
        externalId:
          type: string
          description: Unique business identifier that represents a contact, investor, product, transaction or alternate entity recognized by SEI and a third party system or application.  Many times the externalId is used to synchronize SEI sourced data with another data source for the same record.
        classification:
          type: string
          description: Identifies whether the investor is an individual or entity.
        name:
          type: object
          properties:
            prefix:
              type: string
              description: Prefix for a Third Party where Third Party is an Individual. Value for Prefix Mr., Mrs., Ms., Dr.
            firstName:
              type: string
              description: The first name for the financial advisor, investor,manager or contact or third party
            middleName:
              type: string
              description: The middle name for the financial advisor, investor,manager or contact or third party
            lastName:
              type: string
              description: The last name for the financial advisor, investor,manager or contact or third party
            suffix:
              type: string
              description: Suffix for a Third Party where Third Party is an Individual.Value for Suffix Jr., Sr., Esq.
        entityName:
          type: string
          description: Name of End Client, if End Client is Entity
        taxId:
          type: string
          description: Primary tax identifier for the Investor or Contact or Third party. When used in a search, is the full digits or characters, less special characters and spacing.
        taxType:
          type: string
          description: Investor's tax type as indicated on the tax form. A full list of tax types can be obtained through the Lists API.
        firstCountryofCitizenship:
          type: string
          description: Primary citizenship country for Third Party.
        secondCountryofCitizenship:
          type: string
          description: Secondary citizenship country for Third Party
        countryofDomicile:
          type: string
          description: The domicile country of Third Party when they are an organization
        birthDate:
          type: string
          description: Date of birth or date of formation in the format MM/DD/YYYY.
        dateofFormation:
          type: string
          description: Birth Date or Date of Formation of Investor provided on subscription document.
        gender:
          type: string
          description:   Identifies the gender of a Third Party where Third Party is an Individual.
        employmentStatus:
          type: string
          description: Identifies the Employment status of a Third Party.
        occupation:
          type: string
          description: Identifies the occupation of a Third Party.
        annualIncomeType:
          type: string
          description: Identifies the Annual Income Type of a Third Party.
        annualIncome:
          type: string
          description: Annual income of the Third Party
        annualIncomeCurrency:
          type: string
          description: Indicates currency of Annual Income for Third Party.
        lastNetProfit:
          type: string
          description: Identifies the Last Net Profit of a Third Party.
        lastNetProfitCurrency:
          type: string
          description: Identifies the Last Net Profit Currency of a Third Party.
        incomeTaxBandRate:
          type: string
          description: The income tax band rate of the Third Party.
        maritalStatus:
          type: string
          description: Indicates the Marital Status of the Third Party
        ProspectStatus:
          type: string
          description:   Indicates the status of the Prospect
        prospect:
          type: string
          description: Indicates if the end client is a prospect
        active:
          type: boolean
          description: Designates whether the record is active or inactive. Typically an inactive record is no longer referenced, or expected to be referenced, on a regular basis.
        address:
          type: array
          items:
            $ref: '#/components/schemas/EndClientsAddress'
    EndClientsAddress:
      type: object
      properties:
        type:
          type: string
          description: An investor may have up to three addresses tracked for different purposes. A full list of investor address types can be obtained through the Lists API.
        attention1:
          type: string
          description: The first attention line of the address, typically used for a specific recipient.
        attention2:
          type: string
          description: The second attention line of the address.
        addressLine1:
          type: string
          description: The first line of the address, typically used for the street address.
        addressLine2:
          type: string
          description: The second line of the address.
        addressLine3:
          type: string
          description: The third line of the address.
        addressLine4:
          type: string
          description: The fourth line of the address.
        city:
          type: string
          description: The city of the address.
        state:
          type: string
          description: The two character code for US and Canadian states and provinces.
        postalCode:
          type: string
          description: The postal code of the address.
        countryCode:
          type: string
          description: ISO country code ISO 3166-1 alpha-2 code format.
    EndclientsresponseDataPATCH:
      type: object
      properties:
        data:
          $ref: '#/components/schemas/EndclientsrequestDataPOST'
        paging:
          $ref: '#/components/schemas/Pagination'
    relationshipsrequestDataPATCH:
      type: object
      properties:
        externalEndClientId:
          type: string
          description:   Unique business identifier to identify the end client
        externalInvestorId:
          type: string
          description: This is an externally provided identifier for the investor.
        active:
          type: string
          description: Designates whether the record is active or inactive. Typically an inactive record is no longer referenced, or expected to be referenced, on a regular basis.
        primaryOwner:
          type: string
          description:   Identifies primary owner if joint account
        ownershipPercent:
          type: string
          description:   Identifies percentage ownership of End Client to Account
        ownershipType:
          type: string
          description:   In the case of a jointly owned account, identifies the type of ownership the end client has on the account.
    relationshipsrequestDataPOST:
      type: object
      properties:
        externalRelationshipId:
          type: string
          description:   Relationship ID for End Client/Account Relationship
        externalEndClientId:
          type: string
          description:   Unique business identifier to identify the end client
        externalInvestorId:
          type: string
          description: This is an externally provided identifier for the investor.
        active:
          type: string
          description: Designates whether the record is active or inactive. Typically an inactive record is no longer referenced, or expected to be referenced, on a regular basis.
        primaryOwner:
          type: string
          description:   Identifies primary owner if joint account
        ownershipPercent:
          type: string
          description:   Identifies percentage ownership of End Client to Account
        ownershipType:
          type: string
          description:   In the case of a jointly owned account, identifies the type of ownership the end client has on the account.
    relationshipsresponseDataPATCH:
      type: object
      properties:
        data:
          type: object
          properties:
            endClientRelObject:
              type: object
              properties:
                externalEndClientId:
                  type: string
                  description: Unique business identifier to identify the end client
                externalInvestorId:
                  type: string
                  description: Unique business identifier that represents an investor entity recognized by SEI and a third party system or application.
                active:
                  type: string
                  description: Designates whether the record is active or inactive. Typically an inactive record is no longer referenced, or expected to be referenced, on a regular basis.
                externalRelationshipId:
                  type: string
                  description: Relationship ID for End Client/Account Relationship
                primaryOwner:
                  type: string
                  description: Identifies primary owner if joint account
                ownershipPercent:
                  type: string
                  description: Identifies percentage ownership of End Client to Account
                ownershipType:
                  type: string
                  description: In the case of a jointly owned account, identifies the type of ownership the end client has on the account.
    attributesrequestDataPATCH:
      type: object
      properties:
        attributes:
          type: array
          items:
            type: object
            properties:
              name:
                type: string
                description: A characteristic that further defines the contact's relationship to the investor in a system consumable format, typically the attribute display name without spaces.
              value:
                type: string
                description: For a contact relationship, defines whether the attributeName is ‘true’ or ‘false’, e.g., if the contact relationship is acting in an authorized signer capacity, then the attributeName is ‘authorized signer’ and the attributeValue is ‘true’. When the relationship is no longer acting in that capacity, then the attributeValue would be ‘false’.
              explanation:
                type: string
                description:   Describes the nature of the certification.
    attributesrequestDataPOST:
      type: object
      properties:
        externalId:
          type: string
          description: Unique business identifier that represents a contact, investor, product, transaction or alternate entity recognized by SEI and a third party system or application.
        attributes:
          type: array
          items:
            type: object
            properties:
              name:
                type: string
                description: A characteristic that further defines the contact's relationship to the investor in a system consumable format, typically the attribute display name without spaces.
              value:
                type: string
                description: For a contact relationship, defines whether the attributeName is ‘true’ or ‘false’, e.g., if the contact relationship is acting in an authorized signer capacity, then the attributeName is ‘authorized signer’ and the attributeValue is ‘true’. When the relationship is no longer acting in that capacity, then the attributeValue would be ‘false’.
              explanation:
                type: string
                description:   Describes the nature of the certification.
    attributesresponseDataPATCH:
      type: object
      properties:
        externalId:
          type: string
          description: Unique business identifier that represents a contact, investor, product, transaction or alternate entity recognized by SEI and a third party system or application.  Many times the externalId is used to synchronize SEI sourced data with another data source for the same record.
        attributes:
          type: array
          items:
            type: object
            properties:
              name:
                type: string
                description: A characteristic that further defines the contact's relationship to the investor in a system consumable format, typically the attribute display name without spaces.
              value:
                type: string
                description: For a contact relationship, defines whether the attributeName is ‘true’ or ‘false’, e.g., if the contact relationship is acting in an authorized signer capacity, then the attributeName is ‘authorized signer’ and the attributeValue is ‘true’. When the relationship is no longer acting in that capacity, then the attributeValue would be ‘false’.
              explanation:
                type: string
                description:   Describes the nature of the certification.
    ApEndclientsResponseModel:
      type: object
      properties:
        data:
          type: array
          items:
            $ref: '#/components/schemas/EndClientData'
        paging:
          $ref: '#/components/schemas/Pagination'
    ApEndclientsAttributesResponseModel:
      type: object
      properties:
        data:
          type: array
          items:
            $ref: '#/components/schemas/EndClientAttributes'
        paging:
          $ref: '#/components/schemas/Pagination'
    ApEndclientsRelationshipsResponseModel:
      type: object
      properties:
        data:
          type: array
          items:
            $ref: '#/components/schemas/EndClientRelationships'
        paging:
          $ref: '#/components/schemas/Pagination'
    ApEndclientResponseModel:
      type: object
      properties:
        data:
          type: array
          items:
            $ref: '#/components/schemas/EndClientRow'
        paging:
          $ref: '#/components/schemas/Pagination'
    Pagination:
      type: object
      properties:
        cursors:
          $ref: '#/components/schemas/cursors'
        totalCount:
          type: integer
          format: int32
        limit:
          type: integer
          format: int32
        first:
          type: string
        last:
          type: string
        previous:
          type: string
        next:
          type: string
        self:
          type: string
      description: Provides links to traverse a paginated data set
    cursors:
      type: object
      properties:
        before:
          type: string
        after:
          type: string
        max:
          type: string
        last:
          type: string
        resultCount:
          type: string
    EndClientRow:
      type: object
      properties:
        externalId:
          type: string
          description: Unique business identifier that represents a contact, investor, product, transaction or alternate entity recognized by SEI and a third party system or application. Many times the externalId is used to synchronize SEI sourced data with another data source for the same record.
        classification:
          type: string
          description: Identifies whether the investor is an individual or entity.
        taxType:
          type: string
          description: Investor's tax type as indicated on the tax form. A full list of tax types can be obtained through the Lists API.
        firstCountryofCitizenship:
          type: string
          description: Primary citizenship country for Third Party.
        secondCountryofCitizenship:
          type: string
          description: Secondary citizenship country for Third Party
        prospectStatus:
          type: string
          description:   Indicates the status of the Prospect
        prospect:
          type: boolean
          description: Indicates if the end client is a prospect
        gender:
          type: string
          description: Identifies the gender
        employmentStatus:
          type: string
          description: Identifies the Employment status of a Third Party.
        occupation:
          type: string
          description: Identifies the occupation of a Third Party.
        annualIncomeType:
          type: string
          description: Identifies the Annual Income Type of a Third Party.
        annualIncome:
          type: string
          description: Annual income of the Third Party
        annualIncomeCurrency:
          type: string
          description: Indicates currency of Annual Income for Third Party.
        lastNetProfit:
          type: number
          format: double
          description: Identifies the Last Net Profit of a Third Party.
        lastNetProfitCurrency:
          type: string
          description: Identifies the Last Net Profit Currency of a Third Party.
        incomeTaxBandRate:
          type: string
          description: The income tax band rate of the Third Party.
        maritalStatus:
          type: string
          description: Indicates the Marital Status of the Third Party
        active:
          type: boolean
          description: Designates whether the record is active or inactive. Typically an inactive record is no longer referenced, or expected to be referenced, on a regular basis.
        changeDate:
          type: string
          format: date-time
          description: Latest date the entity relevant to the API was modified. Datetime is Eastern Standard Time (EST). Date Format is UTC YYYY-MM-DDThh:mm:ss:mmm
        createDate:
          type: string
          format: date-time
          description: Initial create timestamp for the record. Datetime is Eastern Standard Time (EST). Date Format is UTC YYYY-MM-DDThh:mm:ss:mmm
        politicallyExposedPerson:
          type: boolean
          description: Certification if the end client is a politically exposed person.
        employee:
          type: boolean
          description: Indicator that the investor is an employee.
        organization:
          type: string
          description: This is an internal identifier of the organization within our API management software.
        legalForm:
          type: string
          description: Identifies the legal form of the investor. A full list of values can be obtained through the Lists API.
        principalPlaceOfBusinessStateProvince:
          type: string
          description: The state specific to the primary location where business is performed. This is generally where the investor's books and records are kept and usually where the investor is located for tax reporting purposes.
        principalPlaceOfBusinessCountry:
          type: string
          description: The country specific to the primary location where business is performed. This is generally where the investor's books and records are kept and usually where the investor is located for tax reporting purposes.
        investmentObjective:
          type: string
          description: Represents the objective for investment in the account.
        riskRating:
          type: string
          description: Indicates the investment risk rating of the account. It can be a value from 0 to 99. A value of 0 means the risk is not rated or specified. Value 1 is the lowest risk (most conservative) and value 99 is the highest risk (most aggressive).
        employerName:
          type: string
          description: Indicates the name of the end client's employer
        globalId:
          type: string
          description:   Unique business identifier within the firm for the portfolio.
        channelType:
          type: string
          description:   Certification of how the client interacted with the customer. Ex. In Person
        sourceOfWealth:
          type: string
          description: Confirms the source of wealth from a customer opening an account.
        foreignOrDomesticPEP:
          type: string
          description: Certifies if a politically exposed person is a foreign or domestic politically exposed person, ex. Foreign PEP
        typeOfPoliticallyExposedPerson:
          type: string
          description:   Certifies the type of politically exposed person the end client is.
        pepDateIdentified:
          type: string
          format: date-time
          description:   Indicates the date the end client is identified as a politically exposed person.
        countryOfBirth:
          type: string
          description: The country that the third party was born in
        isExistingThirdParty:
          type: boolean
        organizationSubType:
          type: string
          description:   Further describes the organization type of a end client that is an entity. Ex Local Agency
        endClientType:
          type: string
          description:   Type of End Client
        natureOfCustomersBusiness:
          type: string
          description:   Indicates the legal organization of the end client's business
        address:
          type: array
          items:
            $ref: '#/components/schemas/EndClientAddress'
        pii:
          $ref: '#/components/schemas/pii'
        attributes:
          type: array
          items:
            $ref: '#/components/schemas/EndClientAttributeRow'
        systemIdentifier:
          type: array
          items:
            $ref: '#/components/schemas/SystemIdentifier'
    EndClientRelationships:
      type: object
      properties:
        externalRelationshipId:
          type: string
          description: Relationship ID for End Client/Account Relationship
        endClient:
          type: object
          properties:
            externalId:
              type: string
              description: Unique business identifier to identify the end client
              example: IMS-123456
            name:
              type: string
              description:   The unique business identifier for the End Client
              example: John James Smith
            classification:
              type: string
              description: Identifies whether the investor is an individual or entity.
              example: Individual
        investor:
          type: object
          properties:
            externalId:
              type: string
              description: Unique business identifier that represents an investor entity recognized by SEI and a third party system or application.
              example: TEST
            name:
              type: string
              description: Investor full legal name as indicated on the subscription document.
              example: shiva adudodla
            classification:
              type: string
              description: Identifies whether the investor is an individual or entity.
        active:
          type: string
          description: Designates whether the record is active or inactive. Typically an inactive record is no longer referenced, or expected to be referenced, on a regular basis.
          example: true
        primaryOwner:
          type: string
          description: Identifies primary owner if joint account
          example: false
        ownershipPercent:
          type: string
          description:   Identifies percentage ownership of End Client to Account
        ownershipType:
          type: string
          description:   In the case of a jointly owned account, identifies the type of ownership the end client has on the account.
    EndClientAttributes:
      type: object
      properties:
        externalId:
          type: string
          description: Unique business identifier that represents a contact, investor, product, transaction or alternate entity recognized by SEI and a third party system or application. Many times the externalId is used to synchronize SEI sourced data with another data source for the same record.
        name:
          type: string
          description: The business description for an entity in the context of the API, sometimes called a proper name. A name can apply to a Calendar, Financial Institution, Investor, Account, Advisor and various other entities.
        value:
          type: string
          description: Describes the value that will be taken for the selected label.
        explanation:
          type: string
          description: Describes the nature of the certification.
    EndClientAttributeRow:
      type: object
      properties:
        name:
          type: string
          description: A characteristic that further defines the contact's relationship to the investor in a system consumable format, typically the attribute display name without spaces.
        value:
          type: string
          description: For a contact relationship, defines whether the attributeName is ‘true’ or ‘false’, e.g., if the contact relationship is acting in an authorized signer capacity, then the attributeName is ‘authorized signer’ and the attributeValue is ‘true’. When the relationship is no longer acting in that capacity, then the attributeValue would be ‘false’.
        explanation:
          type: string
          description:   Describes the nature of the certification.
    EndClientData:
      type: object
      properties:
        firstName:
          type: string
          description: The first name for the financial advisor, investor, manager, contact or third party
          example: John 
        middleName:
          type: string
          description: The middle name for the financial advisor, investor, manager, contact or third party
          example: James
        lastName:
          type: string
          description: The last name for the financial advisor, investor, manager, contact or third party
          example: Smith
        prefix:
          type: string
          description: Prefix for a Third Party where Third Party is an Individual. Value for Prefix Mr., Mrs., Ms., Dr.
        suffix:
          type: string
          description:   Suffix for a Third Party where Third Party is an Individual.Value for Suffix Jr., Sr., Esq.
        classification:
          type: string
          description: Identifies whether the investor is an individual or entity.
          example: Individual
        endClientName:
          type: string
          description:   The unique business identifier for the End Client
        externalId:
          type: string
          description: Unique business identifier that represents a contact, investor, product, transaction or alternate entity recognized by SEI and a third party system or application. Many times the externalId is used to synchronize SEI sourced data with another data source for the same record.
          example: IMS-123456
        active:
          type: boolean
          description: Designates whether the record is active or inactive. Typically an inactive record is no longer referenced nor expected to be referenced on a regular basis.
          example: true
        prospectStatus:
          type: string
          description:   Indicates the status of the Prospect
        prospect:
          type: boolean
          description:   Indicates if the end client is a prospect
          example: false
        createDate:
          type: string
          format: date-time
          description:   User Batch created date for audit
        changeDate:
          type: string
          format: date-time
          description: Latest date the entity relevant to the API was modified. Datetime is Eastern Standard Time (EST). Date Format is UTC YYYY-MM-DDThh:mm:ss:mmm
        systemIdentifier:
          type: array
          items:
            $ref: '#/components/schemas/attributesData'
    attributesData:
      type: object
      properties:
        name:
          type: string
          description: The business description for an entity in the context of the API, sometimes called a proper name. A name can apply to a Calendar, Financial Institution, Investor, Account, Advisor and various other entities.
        value:
          type: string
          description:   Describes the value that will be taken for the selected label.
    EndClientAddress:
      type: object
      properties:
        type:
          type: string
          description: An investor may have up to three addresses tracked for different purposes. A full list of investor address types can be obtained through the Lists API.
        attention1:
          type: string
          description: The first attention line of the address, typically used for a specific recipient.
        attention2:
          type: string
          description: The second attention line of the address.
        addressLine1:
          type: string
          description: The first line of the address, typically used for the street address.
        addressLine2:
          type: string
          description: The second line of the address.
        addressLine3:
          type: string
          description: The third line of the address.
        addressLine4:
          type: string
          description: The fourth line of the address.
        city:
          type: string
          description: The city of the address.
        stateCode:
          type: string
          description: The two character code for US and Canadian states and provinces.
        postalCode:
          type: string
          description: The postal code of the address.
        countryIsoCode:
          type: string
          description: ISO country code ISO 3166-1 alpha-2 code format.
    pii:
      type: object
      properties:
        entityName:
          type: string
          description: Name of End Client, if End Client is Entity
        prefix:
          type: string
          description: Prefix for a Third Party where Third Party is an Individual. Value for Prefix Mr., Mrs., Ms., Dr.
        firstName:
          type: string
          description: The first name for the financial advisor, investor, manager or contact or third party
        middleName:
          type: string
          description: The middle name for the financial advisor, investor,manager or contact or third party
        lastName:
          type: string
          description: The last name for the financial advisor, investor,manager or contact or third party
        suffix:
          type: string
          description: Suffix for a Third Party where Third Party is an Individual.Value for Suffix Jr., Sr., Esq.
        taxId:
          type: string
          description: Primary tax identifier for the Investor or Contact or Third party. When used in a search, is the full digits or characters, less special characters and spacing.
        countryofDomicile:
          type: string
          description: The domicile country of Third Party when they are an organization
        birthDate:
          type: string
          format: date-time
          description: Date of birth or date of formation in the format MM/DD/YYYY.
        deceasedDate:
          type: string
          format: date-time
          description: The date that the third party is deceased (if applicable). Required date format yyyy-MM-ddTHH:mm:ss.SSS. Date only can also be accepted. Datetime is Eastern Standard Time (EST).
    SystemIdentifier:
      type: object
      properties:
        name:
          type: string
          description: Name of the field from external system.
        value:
          type: string
          description: Value of the field from external system.
  examples:
    EndClientsMetadataResponseExample:
      value:
        data:
          - firstName: John
            middleName: James
            lastName: Smith
            prefix: ''
            suffix: ''
            classification: Individual
            endClientName: John James Smith
            externalId: IMS-123456
            active: true
            prospectStatus: null
            prospect: false
            createDate: '2019-11-06T22:46:06'
            changeDate: '2020-03-30T11:47:14.8'
            systemIdentifier: []
          - firstName: null
            middleName: null
            lastName: null
            prefix: ''
            suffix: ''
            classification: Entity
            endClientName: FEBFOUR
            externalId: IS99905
            active: true
            prospectStatus: null
            prospect: false
            createDate: '2020-02-12T20:10:32.547'
            changeDate: '2020-02-13T01:13:47.91'
            systemIdentifier: []
        paging:
          cursors:
            before: '5'
            after: '6'
            max: '1574'
            last: '1150'
            resultCount: 2
          totalCount: 136
          limit: 2
          previous: null
          next: 'https://api.seic.com/v1/endclients/metadata?after=6&limit=2'
          self: 'https://api.seic.com/v1/endclients/metadata?limit=2'
          first: 'https://api.seic.com/v1/endclients/metadata?limit=2'
          last: 'https://api.seic.com/v1/endclients/metadata?after=5&limit=2'
    EndClientsResponseExample:
      value:
        data:
          - externalId: IMS-123456
            classification: Individual
            taxType: SSN
            firstCountryofCitizenship: US
            secondCountryofCitizenship: US
            prospectStatus: null
            prospect: false
            gender: Male
            employmentStatus: Unemployed
            occupation: Unemployed
            annualIncomeType: Other
            annualIncome: '0.00'
            annualIncomeCurrency: null
            lastNetProfit: null
            lastNetProfitCurrency: USD
            incomeTaxBandRate: null
            maritalStatus: Married
            active: true
            changeDate: '2020-03-30T11:47:14.8'
            createDate: '2019-11-06T22:46:06'
            politicallyExposedPerson: false
            employee: false
            organization: null
            legalForm: null
            principalPlaceOfBusinessStateProvince: null
            principalPlaceOfBusinessCountry: null
            investmentObjective: ''
            riskRating: null
            employerName: null
            globalId: null
            channelType: null
            sourceOfWealth: null
            foreignOrDomesticPEP: null
            typeOfPoliticallyExposedPerson: null
            pepDateIdentified: null
            countryOfBirth: null
            isExistingThirdParty: false
            organizationSubType: null
            endClientType: null
            natureOfCustomersBusiness: null
            address:
              - type: Legal
                attention1: Test
                attention2: null
                addressLine1: Test
                addressLine2: null
                addressLine3: null
                addressLine4: null
                city: Test
                stateCode: PA
                postalCode: '99999'
                countryIsoCode: US
              - type: Mailing
                attention1: Test
                attention2: null
                addressLine1: Test2
                addressLine2: null
                addressLine3: null
                addressLine4: null
                city: Test2
                stateCode: PA
                postalCode: '51515'
                countryIsoCode: US
              - type: Tax
                attention1: Test3
                attention2: Test3
                addressLine1: Test3
                addressLine2: null
                addressLine3: null
                addressLine4: null
                city: Test3
                stateCode: PA
                postalCode: '78787'
                countryIsoCode: US
            pii:
              entityName: John James Smith
              prefix: ''
              firstName: John
              middleName: James
              lastName: Smith
              suffix: ''
              taxId: 123-45-7896
              countryofDomicile: null
              birthDate: '1989-10-03T00:00:00'
              deceasedDate: null
            attributes: []
            systemIdentifier: []
        paging:
          cursors:
            before: '1'
            after: '1'
            max: '1574'
            last: '1150'
            resultCount: 1
          totalCount: 136
          limit: 1
          previous: null
          next: 'https://api.seic.com/v1/endclients?after=1&limit=1'
          self: 'https://api.seic.com/v1/endclients?limit=1'
          first: 'https://api.seic.com/v1/endclients?limit=1'
          last: 'https://api.seic.com/v1/endclients?after=1150&limit=1'
    EndclientsPOSTIndividualRequest:
      value:
        externalId: SJ0706
        name:
          firstName: Sophia
          middleName: Joan
          lastName: Jones
        prefix: Ms.
        classification: Individual
        endClientName: Sophia Joan Jones
        active: true
        prospectStatus: N/A
        prospect: true
    EndclientsPOSTIndividualResponse:
      value:
        data:
          returnValue:
            externalId: SJ0706
            name:
              firstName: Sophia
              middleName: Joan
              lastName: Jones
            prefix: Ms.
            classification: Individual
            endClientName: Sophia Joan Jones
            active: true
            prospectStatus: N/A
            prospect: true
            globalId: 9990-INS-1707
    EndclientsPOSTEntityRequest:
      value:
        externalId: TESTLP
        entityName: Test Corporation
        classification: Entity
    EndclientsPOSTEntityResponse:
      value:
        data:
          returnValue:
            externalId: TESTLP
            entityName: Test Corporation
            classification: Entity
            globalId: 9990-INS-1706
    EndclientsPATCHIndividualResponse:
      value:
        data:
          endClientObject:
            name:
              firstName: Sophia
              lastName: Jones
            classification: Individual
            active: false
            externalId: SJ0706
    EndclientsPATCHEntityResponse:
      value:
        data:
          endClientObject:
            externalId: TESTLP
            entityName: Corporation
            classification: Entity
    EndClientsAttributesResponse:
      value:
        data:
          - externalId: SMTest2_22
            name: BossBirthday
            value: 2/23/2021
            explanation: null
          - externalId: SMTest2_22
            name: BusinessRiskCategory
            value: null
            explanation: null
          - externalId: SMTest2_22
            name: FamilyRelationship
            value: null
            explanation: null
        paging:
          cursors:
            before: '225651'
            after: '225653'
            max: '300556'
            last: '300550'
            resultCount: 3
          totalCount: 22
          limit: 3
          previous: 'https://api.seic.com/v1/endclients/attributes?before=225651&limit=3'
          next: 'https://api.seic.com/v1/endclients/attributes?after=225653&limit=3'
          self: 'https://api.seic.com/v1/endclients/attributes?after=225650&limit=3'
          first: 'https://api.seic.com/v1/endclients/attributes?limit=3'
          last: 'https://api.seic.com/v1/endclients/attributes?after=300550&limit=3'
    EndClientsAttributesPATCHResponse:
      value:
        data:
          endClientAttributes:
            attributes:
              - name: OFACCountry
                value: 'Yes'
                explanation: ' '
            externalId: SMTest2_22
    EndClientsRelationshipsGETResponse:
      value:
        data:
          - externalRelationshipId: null
            endClient:
              externalId: APR_RLS_2
              name: 1111_EndClientName_2
              classification: Entity
            investor:
              externalId: APR_RLS_2
              name: 1111_Investor_Name_2
              classification: Entity
            active: true
            primaryOwner: false
            ownershipPercent: 30
            ownershipType: null
          - externalRelationshipId: null
            endClient:
              externalId: APR_RLS_1
              name: 1111_EndClientName_1
              classification: Entity
            investor:
              externalId: APR_RLS_1
              name: 1111_Investor_Name_1
              classification: Entity
            active: true
            primaryOwner: true
            ownershipPercent: 60
            ownershipType: null
          - externalRelationshipId: null
            endClient:
              externalId: VS_TEST417A
              name: VS_TEST417A
              classification: Entity
            investor:
              externalId: Vs_TEST417
              name: Vs_TEST417
              classification: Entity
            active: true
            primaryOwner: false
            ownershipPercent: 100
            ownershipType: null
          - externalRelationshipId: null
            endClient:
              externalId: IS99902
              name: FEB  ONE
              classification: Individual
            investor:
              externalId: TEST
              name: 'Test Investor'
              classification: Entity
            active: false
            primaryOwner: false
            ownershipPercent: null
            ownershipType: null
          - externalRelationshipId: null
            endClient:
              externalId: IMS-123456
              name: Michael James Brophy
              classification: Individual
            investor:
              externalId: 9990-II-ATDGNISE
              name: testing data
              classification: null
            active: true
            primaryOwner: false
            ownershipPercent: 75
            ownershipType: null
        paging:
          cursors:
            before: '1272'
            after: '1242'
            max: '1'
            last: '4'
            resultCount: 5
          totalCount: 53
          limit: 5
          previous: 'https://api.seic.com/v1/endclients/relationships?before=1272&limit=5'
          next: 'https://api.seic.com/v1/endclients/relationships?after=1242&limit=5'
          self: 'https://api.seic.com/v1/endclients/relationships?after=1274&limit=5'
          first: 'https://api.seic.com/v1/endclients/relationships?limit=5'
          last: 'https://api.seic.com/v1/endclients/relationships?after=4&limit=5'
    EndClientsRelationshipsPOSTResponse:
      value:
        data:
          endClientRelObject:
            externalRelationshipId: AFIFE2
            externalEndClientId: APR_RLS_2
            externalInvestorId: FIFETEST
            active: true
            primaryOwner: true
            ownershipPercent: 50
            ownershipType: Individual
    EndClientsRelationshipsPATCHResponse:
      value:
        data:
          endClientRelObject:
            externalEndClientId: APR_RLS_2
            externalInvestorId: FIFETEST
            active: true
            primaryOwner: false
            ownershipPercent: 40
            ownershipType: Individual
            externalRelationshipId: AFIFE2