Management API

Base Resource URL:

     https://[server-name]/api/v01/portfolios

Description:

Provides access to portfolios registered within the system.

Available sub-resources:

Resource URL Description
https://[server-name]/api/v01/portfolios/[portfolio-code]    Code of a portfolio on which action is required.

Supported Actions:

create  
Method:  PUT       Implicit:  Yes       Returns:  Portfolio *      
Consumes:  json, xml, query  Produces:  json, xml, query 
 
Creates Portfolio with default portfolio code.

Parameters:
# Name Type Required Default Description
01 userName String No User that will have access to the portfolio.
02 portfolio n/a Yes Portfolio parameters.

Represents portfolio object without sub-components.
03 notificationPolicy String No default If the "default" value is used, the email notification upon portfolio creation will be sent out to creator.

Represents portfolio object without sub-components.


find  
Method:  GET       Implicit:  Yes       Returns:  Portfolio[] *      
Consumes:    Produces:  json, xml, query 
 
Returns list of available portfolios based on the specified search conditions.

Parameters:
# Name Type Required Default Description
01 offset Integer No 0 Index of the first record returned to the customer from the search result of a web search.
02 limit Integer No 100 Maximum number of records to load per single search web call made by the customer.
03 сreateDate.from Date No Query parameter to search portfolios by their creation date. All portfolios created within the date range defined will be included.
04 сreateDate.to Date No Query parameter to search portfolios by their creation date. All portfolios created within the date range defined will be included.
05 portfolioName String(255) No Query parameter to search portfolios by full name (soundex on full name is supported as well).
06 code Integer No Query parameter to search portfolios by code.
07 id Integer No Query parameter to search portfolios by id.
08 active Boolean No Query parameter to search portfolios by activity status.


load  
Method:  GET       Implicit:  Yes       Returns:  n/a      
Consumes:  query  Produces:  json, xml 
 
Returns portfolio based on specified code.


modify  
Method:  POST       Implicit:  No       Returns:  Portfolio *      
Consumes:  json, xml, query  Produces:  json, xml, query 
 
Updates the selected portfolio with the specified values.

Parameters:
# Name Type Required Default Description
01 object Portfolio * No Updated object information.

Represents portfolio object without sub-components.