EntityAPI

API Description
GET api/GetEntityList?ClientId={ClientId}&SelectedFieldName={SelectedFieldName}&SelectedFieldValue={SelectedFieldValue}&ClientRef={ClientRef}&LegalName={LegalName}&SnapshotStartDate={SnapshotStartDate}&SnapshotEndDate={SnapshotEndDate}&CustomSearchType={CustomSearchType}&CustomSearchValue={CustomSearchValue}&InvestmentCategory={InvestmentCategory}&CountryId={CountryId}

No documentation available.

GET api/GetAllGroupEntityList?clientId={clientId}

No documentation available.

GET api/GetEntityById?entityId={entityId}&recordId={recordId}

No documentation available.

GET api/GetParentEntity?entityId={entityId}&entityRecordId={entityRecordId}&clientId={clientId}&userId={userId}&SnapshotStartDate={SnapshotStartDate}&SnapshotEndDate={SnapshotEndDate}&IsChart={IsChart}

No documentation available.

GET api/GetChildEntity?entityId={entityId}&entityRecordId={entityRecordId}&clientId={clientId}&userId={userId}&SnapshotStartDate={SnapshotStartDate}&SnapshotEndDate={SnapshotEndDate}&IsChart={IsChart}

No documentation available.

GET api/GetEntityInvestorList?entityId={entityId}

No documentation available.

GET api/GetEntityInvestorRelationshipById?InvestorRecordId={InvestorRecordId}

No documentation available.

GET api/GetParentChildEntityById?RecordId={RecordId}

No documentation available.

GET api/GetEntityInvestorRelationshipList?entityId={entityId}&clientId={clientId}&userId={userId}&SnapshotStartDate={SnapshotStartDate}&SnapshotEndDate={SnapshotEndDate}&IsChart={IsChart}

No documentation available.

POST api/SaveEntity

No documentation available.

POST api/DeleteEntity?entityId={entityId}&recordId={recordId}&clientId={clientId}

No documentation available.

POST api/SaveEntityEnityLink

No documentation available.

POST api/DeleteParentChildEntity

No documentation available.

GET api/GetEntityValueByField?FieldName={FieldName}&ClientId={ClientId}&SnapshotStartDate={SnapshotStartDate}&SnapshotEndDate={SnapshotEndDate}

No documentation available.

GET api/GetDownloadInvestorFormList?ClientId={ClientId}&EntityId={EntityId}&InvestorId={InvestorId}&BoId={BoId}&Type={Type}

No documentation available.

POST api/SaveEntityNotes

No documentation available.

GET api/GetHTMLNotesByEntity?EntityId={EntityId}&ClientId={ClientId}

No documentation available.

POST api/DeleteEntityNotes?NoteId={NoteId}

No documentation available.

POST api/GetEntityNoteById?NoteId={NoteId}

No documentation available.

POST api/SaveBOEnityLink

No documentation available.

GET api/GetEntityBORelationshipById?recordId={recordId}&entityId={entityId}

No documentation available.

GET api/GetEntityBORelationshipList?ClientId={ClientId}&EntityId={EntityId}&BoId={BoId}

No documentation available.

POST api/DeleteBOEntityLink

No documentation available.

GET api/GetEntityWithHoldingInfoById?id={id}&clientId={clientId}

No documentation available.

GET api/GetEntityWithHoldingInfoById_V1?id={id}&clientId={clientId}

No documentation available.

POST api/SaveEntityWithHoldingInfo

No documentation available.

POST api/UpdateEntityWithHoldingInfo_V1

No documentation available.

POST api/SaveEntityWithHoldingInfo_V1

No documentation available.

GET api/GetEntityWithholdingInfoList?entityId={entityId}&clientId={clientId}

No documentation available.

GET api/GetEntityWithholdingInfoList_V1?entityId={entityId}&clientId={clientId}&dateOfAllocation={dateOfAllocation}&entityWithholdingName={entityWithholdingName}

No documentation available.

GET api/GetEntityInvestorListByBO?clientId={clientId}&boId={boId}

No documentation available.

POST api/DeleteEntityWithholdingInfo

No documentation available.

POST api/SaveEntityWithHoldingDateOfAllocation

No documentation available.

GET api/GetEntityWithHoldingDateOfAllocationById?clientId={clientId}&entityId={entityId}

No documentation available.

GET api/GetParentChildEntityList?ClientId={ClientId}&EntityId={EntityId}

No documentation available.

POST api/CheckEntityExists

No documentation available.

GET api/GetEntityWithHoldingDateOfAllocationList?clientId={clientId}&entityId={entityId}

No documentation available.

POST api/DeleteEntityWithholdingDateOfAllocation

No documentation available.

GET api/GroupEntityNameExist?Name={Name}&ClientId={ClientId}

No documentation available.

GET api/GetGroupEntityListForCustomExport?ClientId={ClientId}&EntityIds={EntityIds}&InvestorType={InvestorType}

No documentation available.

GET api/GetInvestorRelationshipApplicationDateList?topInvestorId={topInvestorId}&botEntityId={botEntityId}

No documentation available.

GET api/GetInvestorRelationInfoByAppDate?topInvestorId={topInvestorId}&botEntityId={botEntityId}&applicationDate={applicationDate}

No documentation available.

GET api/GetEntityRelationshipApplicationDateList?topEntityId={topEntityId}&botEntityId={botEntityId}

No documentation available.

GET api/GetEntityRelationInfoByAppDate?topEntityId={topEntityId}&botEntityId={botEntityId}&applicationDate={applicationDate}

No documentation available.

GET api/GetEntityWithHoldingNameByEntityId?clientId={clientId}&entityId={entityId}&dateOfAllocation={dateOfAllocation}

No documentation available.

GET api/GetGroupEntityTaxResidenceList?clientId={clientId}&snapshotStartDate={snapshotStartDate}&snapshotEndDate={snapshotEndDate}

No documentation available.

GET api/GetReportingEntityListByJurisdictionId?clientId={clientId}&jurisdictionId={jurisdictionId}&reportType={reportType}

No documentation available.

GET api/GetReportingInvestorRelationshipList?entityId={entityId}&clientId={clientId}&userId={userId}&requiredType={requiredType}&SnapshotStartDate={SnapshotStartDate}&SnapshotEndDate={SnapshotEndDate}&taxYear={taxYear}

No documentation available.

GET api/GetReportingParentEntityRelationshipList?entityId={entityId}&entityRecordId={entityRecordId}&clientId={clientId}&userId={userId}&requiredType={requiredType}&SnapshotStartDate={SnapshotStartDate}&SnapshotEndDate={SnapshotEndDate}&taxYear={taxYear}

No documentation available.

GET api/GetGroupEntityListForImportRelationship?clientId={clientId}

No documentation available.

GET api/GetInvestorRelationshipById?clientId={clientId}&topInvestorId={topInvestorId}&bottomEntityId={bottomEntityId}

No documentation available.

GET api/GetGroupEntityRelationshipById?clientId={clientId}&topEntityId={topEntityId}&bottomEntityId={bottomEntityId}

No documentation available.

DocumentListAPI

API Description
GET api/GetDocumentFormList?ClientId={ClientId}&PersonType={PersonType}&Name={Name}&FormType={FormType}&FormStatus={FormStatus}&SignatureDate={SignatureDate}&UploadDate={UploadDate}&UserId={UserId}&TYPE={TYPE}&SnapshotStartDate={SnapshotStartDate}&SnapshotEndDate={SnapshotEndDate}

No documentation available.

GET api/GetDocumentListDetail?DocumentId={DocumentId}&RecordId={RecordId}

No documentation available.

POST api/SaveDocumentForm

No documentation available.

GET api/GetInvestorListDDL?ClientId={ClientId}

No documentation available.

GET api/GetEntityInvestorCPListDDL?clientId={clientId}&isFormDocument={isFormDocument}

No documentation available.

GET api/GetEntityInvestorBOListDDL?clientId={clientId}&isFormDocument={isFormDocument}

No documentation available.

GET api/GetGroupEntityListDDL?ClientId={ClientId}&SnapshotStartDate={SnapshotStartDate}&SnapshotEndDate={SnapshotEndDate}

No documentation available.

GET api/GetGroupEntityCPListDDL?clientId={clientId}&isFormDocument={isFormDocument}

No documentation available.

GET api/GetGroupEntityBOListDDL?clientId={clientId}

No documentation available.

POST api/DeleteDocument

No documentation available.

POST api/ChangeFormStatus

No documentation available.

GET api/GetFormById?FormId={FormId}&ClientId={ClientId}&Type={Type}

No documentation available.

POST api/SaveGeneralDocument

No documentation available.

GET api/GetGeneralDocumentFormList?ClientId={ClientId}

No documentation available.

POST api/DeleteGeneralDocument

No documentation available.

POST api/SaveMultipleDocument

No documentation available.

POST api/SaveMultipleDocumentOCRTaskDetail

No documentation available.

GET api/GetMultipleDocumentFormList?ClientId={ClientId}

No documentation available.

POST api/DeleteMultipleDocument

No documentation available.

POST api/DownloadMultipleDocDeepReadFile

No documentation available.

POST api/SplitPdfByPage

No documentation available.

POST api/AddMultipleSplitFiles

No documentation available.

GET api/GetMultipleSplittedDocumentList?FolderGuidName={FolderGuidName}

No documentation available.

GET api/GetMultipleSplitFormList?clientId={clientId}&folderGuidName={folderGuidName}

No documentation available.

POST api/UpdateMultipleSplitForm

No documentation available.

POST api/DeleteMultipleSplittedDocument?clientID={clientID}&userID={userID}&multipleSplitFormID={multipleSplitFormID}&folderGuidName={folderGuidName}&splittedFileName={splittedFileName}

No documentation available.

ControllingPersonAPI

API Description
GET api/GetControllingPersonList?ClientId={ClientId}&FirstName={FirstName}&LastName={LastName}&SnapshotStartDate={SnapshotStartDate}&SnapshotEndDate={SnapshotEndDate}&EntityId={EntityId}&InvestorId={InvestorId}

No documentation available.

GET api/GetControllingPersonById?cpId={cpId}&recordId={recordId}

No documentation available.

GET api/GetControllingPersonViewById?cpId={cpId}&recordId={recordId}

No documentation available.

GET api/GetCPRelationshipById?ControllingPersonRecordId={ControllingPersonRecordId}

No documentation available.

POST api/SaveControllingPerson

No documentation available.

POST api/DeleteControllingPerson

No documentation available.

GET api/GetCPRelationshipList?ClientId={ClientId}&InvestorId={InvestorId}&entityId={entityId}

No documentation available.

POST api/SaveCPRelationshipLink

No documentation available.

GET api/GetControllingPersonData?clientId={clientId}

No documentation available.

GET api/GetRelationshipTypeList

No documentation available.

GET api/GetControlledEntitiesList?ClientId={ClientId}&CP_ID={CP_ID}&Type={Type}

No documentation available.

POST api/DeleteCPRelationship

No documentation available.

GET api/GetCPRelationshipListForCustomExport?ClientId={ClientId}&EntityId={EntityId}

No documentation available.

GET api/GetReportingControllingPersonRelationshipList?ClientId={ClientId}&InvestorId={InvestorId}&entityId={entityId}&requiredType={requiredType}&taxYear={taxYear}

No documentation available.

POST api/CheckControllingPersonExists

No documentation available.

GET api/GetCPRelationshipDataById?clientId={clientId}&cpId={cpId}&entityId={entityId}

No documentation available.

GET api/GetAllControllingPersonList?clientId={clientId}

No documentation available.

GET api/GetTINCountryListByInvestorAndEntityID?clientID={clientID}&investorID={investorID}&entityID={entityID}

No documentation available.

UserRoleAPI

API Description
GET api/GetUserRoleList

No documentation available.

GET api/GetAdminUserRoleList

No documentation available.

GET api/GetUserRole?RoleId={RoleId}

No documentation available.

POST api/SaveUserRole

No documentation available.

POST api/DeleteUserRole

No documentation available.

GET api/GetRoleRights?RoleId={RoleId}

No documentation available.

GET api/GetUserAccessRights?RoleId={RoleId}

No documentation available.

GET api/GetUserMenu?RoleId={RoleId}

No documentation available.

POST api/ChangeUserRoleStatus

No documentation available.

InvestorAPI

API Description
GET api/GetInvestorList?ClientId={ClientId}&InvestorType={InvestorType}&SelectedFieldName={SelectedFieldName}&SelectedFieldValue={SelectedFieldValue}&ClientRef={ClientRef}&FName={FName}&LName={LName}&Citizen={Citizen}&InvlegalName={InvlegalName}&SnapshotStartDate={SnapshotStartDate}&SnapshotEndDate={SnapshotEndDate}&CustomSearchType={CustomSearchType}&CustomSearchValue={CustomSearchValue}&CountryId={CountryId}&FATCAReportable={FATCAReportable}&CRSReportable={CRSReportable}

No documentation available.

GET api/GetAllInvestorList?clientId={clientId}&investorType={investorType}

No documentation available.

GET api/GetInvestorById?investorId={investorId}&recordId={recordId}

No documentation available.

POST api/DeleteInvestor?recordId={recordId}&investorId={investorId}&clientId={clientId}

No documentation available.

GET api/GetInvestorFormList?investorId={investorId}&UserId={UserId}&ViewSnapShotDate={ViewSnapShotDate}

No documentation available.

GET api/GetInvestorEntityList?investorId={investorId}&SnapshotStartDate={SnapshotStartDate}&SnapshotEndDate={SnapshotEndDate}&IsChart={IsChart}

No documentation available.

POST api/SaveInvestor

No documentation available.

POST api/SaveInvestorEntityLink

No documentation available.

POST api/DeleteInvestorEntityLink

No documentation available.

GET api/GetInvestorValueByField?ClientId={ClientId}&FieldName={FieldName}&InvestorType={InvestorType}&SnapshotStartDate={SnapshotStartDate}&SnapshotEndDate={SnapshotEndDate}

No documentation available.

GET api/GetWithholdingInfoList?InvestorId={InvestorId}&ClientId={ClientId}

No documentation available.

GET api/GetWithholdingInfoList_New?investorId={investorId}&clientId={clientId}&dateOfAllocation={dateOfAllocation}

No documentation available.

POST api/SaveWithHoldingInfo

No documentation available.

GET api/GetWithHoldingInfoById?Id={Id}&ClientId={ClientId}

No documentation available.

GET api/GetRecipientStatus?BeneficialOwnerId={BeneficialOwnerId}&ClientId={ClientId}

No documentation available.

POST api/DeleteWithholdingInfo

No documentation available.

GET api/GetWithholdingInfoTreeData?InvestorId={InvestorId}&ClientId={ClientId}

No documentation available.

POST api/SaveWithHoldingDateOfAllocation

No documentation available.

GET api/GetWithHoldingDateOfAllocationById?clientId={clientId}&investorId={investorId}

No documentation available.

GET api/GetWithHoldingDateOfAllocationList?clientId={clientId}&investorId={investorId}

No documentation available.

POST api/AddUpdateWithHoldingInfoByDOA

No documentation available.

GET api/GetLatestDateOfAllocationById?clientId={clientId}&investorId={investorId}

No documentation available.

POST api/AddUpdateExistingWithHoldingInfoByDOA

No documentation available.

POST api/CheckInvestorExists

No documentation available.

GET api/GetInvestorListForCustomExport?ClientId={ClientId}&InvestorIds={InvestorIds}

No documentation available.

POST api/DeleteWithHoldingDateOfAllocation

No documentation available.

GET api/GetInvestorTaxResidenceList?clientId={clientId}&investorType={investorType}&snapshotStartDate={snapshotStartDate}&snapshotEndDate={snapshotEndDate}

No documentation available.

GET api/GetHTMLNotesByInvestor?InvestorId={InvestorId}&ClientId={ClientId}

No documentation available.

POST api/DeleteInvestorNotes?NoteId={NoteId}

No documentation available.

POST api/SaveInvestorNotes

No documentation available.

POST api/GetInvestorNoteById?NoteId={NoteId}

No documentation available.

FATCA_CRS_ReportingAPI

API Description
GET api/GetFATCA_CRS_JurisdictionList?clientId={clientId}

No documentation available.

GET api/GetFATCA_CRS_ReportingTaxYearList?clientId={clientId}&jurisdictionID={jurisdictionID}

No documentation available.

GET api/GetFATCA_CRS_ReportingByTaxYear?clientId={clientId}&jurisdictionID={jurisdictionID}&taxYear={taxYear}

No documentation available.

GET api/GetFATCA_CRS_ReportingById?clientId={clientId}&fatca_crs_ReportingID={fatca_crs_ReportingID}

No documentation available.

POST api/SaveFATCA_CRS_Reporting

No documentation available.

POST api/SaveFATCA_CRS_Reportable

No documentation available.

POST api/SaveFATCA_CRS_CP_Reportable

No documentation available.

GET api/GetFATCA_CRS_ReportingListByTaxYear?clientId={clientId}&jurisdictionId={jurisdictionId}&taxYear={taxYear}

No documentation available.

GET api/GetFATCA_CRS_ReportingListByID?clientId={clientId}&fatca_crs_ReportingID={fatca_crs_ReportingID}

No documentation available.

GET api/GetFATCA_CRS_ReportableListByID?clientId={clientId}&fatca_crs_ReportingID={fatca_crs_ReportingID}&isView={isView}

No documentation available.

GET api/GetFATCA_CRS_CP_ReportableListByID?clientId={clientId}&fatca_crs_ReportingID={fatca_crs_ReportingID}&isView={isView}

No documentation available.

POST api/DeleteFATCA_CRS_Reporting

No documentation available.

GET api/GetReportingEntityNameListByJurisdictionAEOIUserIDId?clientId={clientId}&jurisdictionAEOIUserIDId={jurisdictionAEOIUserIDId}

No documentation available.

GET api/GetReportingEntityNameListByJurisdictionFATCAIDId?clientId={clientId}&jurisdictionFATCAIDId={jurisdictionFATCAIDId}

No documentation available.

GET api/GetReportingEntityNameListByJurisdictionCRSIDId?clientId={clientId}&jurisdictionCRSIDId={jurisdictionCRSIDId}

No documentation available.

GET api/GetReportingEntityNameListByJurisdictionDepositorId?clientId={clientId}&jurisdictionDepositorId={jurisdictionDepositorId}

No documentation available.

GET api/GetFATCA_CRS_ReportingListByJurisdictionIDAndTaxYear?clientId={clientId}&jurisdictionID={jurisdictionID}&taxYear={taxYear}

No documentation available.

ImportManagementAPI

API Description
POST api/AddUpdateImportFile

No documentation available.

UserRightsAssignmentAPI

API Description
GET api/GetMenuList

No documentation available.

GET api/GetMenuListForUser?UserId={UserId}

No documentation available.

POST api/SaveUserRights

No documentation available.

GET api/GetUpdatedUserMenu?UserId={UserId}

No documentation available.

GET api/GetUpdatedUserAccessRights?UserId={UserId}

No documentation available.

GET api/GetUserListByClientId?ClientId={ClientId}

No documentation available.

GET api/GetClientList

No documentation available.

LoginAPI

API Description
POST api/LoginUser

No documentation available.

GET api/GetUserDetailbyEmail?emailAddress={emailAddress}

No documentation available.

POST api/ResetPassword

No documentation available.

POST api/ChangePassword

No documentation available.

POST api/UpdateLoginSession?UserId={UserId}&IsLogin={IsLogin}&BrowserFingerprint={BrowserFingerprint}

No documentation available.

GET api/GetUserDetailbyUserName?userName={userName}

No documentation available.

POST api/UserBlockUnBlock

No documentation available.

SubstantialUSOwnerAPI

API Description
GET api/GetSubstantialList?UserId={UserId}&LinkedObjId={LinkedObjId}&LinkedObjType={LinkedObjType}

No documentation available.

GET api/GetSubstantialDetailById?SubstantialId={SubstantialId}

No documentation available.

POST api/SaveSubstantialData

No documentation available.

POST api/DeleteSubstantial

No documentation available.

UserManagementAPI

API Description
GET api/GetUserList?user_id={user_id}

No documentation available.

GET api/GetUserDataById?USER_ID={USER_ID}

No documentation available.

POST api/UpdateUserData

No documentation available.

POST api/SaveClient?ClientName={ClientName}&ClientId={ClientId}&ClientLOGO={ClientLOGO}

No documentation available.

POST api/DeleteUser?UserId={UserId}

No documentation available.

POST api/DeleteClient?ClientId={ClientId}

No documentation available.

POST api/DeleteRole?RoleId={RoleId}&UserId={UserId}

No documentation available.

POST api/SaveRole

No documentation available.

GET api/GetRoleById?RoleId={RoleId}

No documentation available.

CommonAPI

API Description
GET api/GetCountryList

No documentation available.

GET api/GetJurisdictionCountryList

No documentation available.

GET api/GetFormList?LinkedType={LinkedType}&LinkedId={LinkedId}&UserId={UserId}&ViewSnapShotDate={ViewSnapShotDate}

No documentation available.

GET api/GetWithholdingFormList?LinkedType={LinkedType}&LinkedId={LinkedId}&UserId={UserId}&ViewSnapShotDate={ViewSnapShotDate}

No documentation available.

GET api/GetFormTypeListDDL

No documentation available.

GET api/GetRekeyDocumentListDDL?ClientId={ClientId}

No documentation available.

GET api/GetOCRFormTypeList

No documentation available.

GET api/GetTreatyArticleList

No documentation available.

GET api/GetPrincipalActivityList

No documentation available.

GET api/GetFatcaStatusList

No documentation available.

GET api/GetCrsStatusList

No documentation available.

GET api/GetEntityStatusList

No documentation available.

GET api/GetBusinessLineList

No documentation available.

GET api/GetClientMasterList?USER_ID={USER_ID}

No documentation available.

GET api/GetClientMasterListById?ClientId={ClientId}

No documentation available.

GET api/GetIMYStatusList

No documentation available.

GET api/GetNonUSEntityTaxResidencyByCRS?ClientId={ClientId}&SnapshotStartDate={SnapshotStartDate}&SnapshotEndDate={SnapshotEndDate}

No documentation available.

GET api/GetEntityTaxResidency?ClientId={ClientId}&SnapshotStartDate={SnapshotStartDate}&SnapshotEndDate={SnapshotEndDate}

No documentation available.

GET api/GetEntityPerBusinessLine?ClientId={ClientId}&SnapshotStartDate={SnapshotStartDate}&SnapshotEndDate={SnapshotEndDate}

No documentation available.

GET api/GetCRSSelfCertStatus?ClientId={ClientId}&SnapshotStartDate={SnapshotStartDate}&SnapshotEndDate={SnapshotEndDate}

No documentation available.

GET api/GetCRSReportingCount?ClientId={ClientId}&SnapshotStartDate={SnapshotStartDate}&SnapshotEndDate={SnapshotEndDate}

No documentation available.

GET api/GetFATCAReportingCount?ClientId={ClientId}&SnapshotStartDate={SnapshotStartDate}&SnapshotEndDate={SnapshotEndDate}

No documentation available.

GET api/GetInvestorTaxResidency?ClientId={ClientId}&SnapshotStartDate={SnapshotStartDate}&SnapshotEndDate={SnapshotEndDate}

No documentation available.

GET api/GetInvestorUSTaxClassification?ClientId={ClientId}&SnapshotStartDate={SnapshotStartDate}&SnapshotEndDate={SnapshotEndDate}

No documentation available.

GET api/GetFormDetail?FORM_ID={FORM_ID}&RecordId={RecordId}

No documentation available.

GET api/GetUSTaxFormStatus?ClientId={ClientId}&SnapshotStartDate={SnapshotStartDate}&SnapshotEndDate={SnapshotEndDate}

No documentation available.

GET api/GetUserPrefernce?UserId={UserId}&ScreenName={ScreenName}

No documentation available.

GET api/GetDashboardCount?ClientId={ClientId}&SnapshotStartDate={SnapshotStartDate}&SnapshotEndDate={SnapshotEndDate}

No documentation available.

GET api/GetLastVisitedInvestor?ClientId={ClientId}&InvestorType={InvestorType}

No documentation available.

GET api/GetLastVisitedEntity?ClientId={ClientId}

No documentation available.

GET api/GetUserLogo?ClientId={ClientId}&UserId={UserId}

No documentation available.

GET api/GetIntermidiaryInvestorValueByField?FieldName={FieldName}&ClientId={ClientId}

No documentation available.

GET api/GetAuditLogDetailsList?ClientId={ClientId}&StartDate={StartDate}&EndDate={EndDate}&Type={Type}&TypeOfAction={TypeOfAction}&UserName={UserName}&TypeOfObject={TypeOfObject}&NameOfObject={NameOfObject}&FieldName={FieldName}

No documentation available.

GET api/GetFundDealList?ClientId={ClientId}&entityId={entityId}

No documentation available.

GET api/GetFundDealDetailById?FundDealId={FundDealId}

No documentation available.

GET api/GetGroupEntityByFundDeal?ClientId={ClientId}&FundDealName={FundDealName}

No documentation available.

GET api/GetUploadedFormListForOCR?OcrFileId={OcrFileId}

No documentation available.

GET api/RefreshJWTToken?userName={userName}

No documentation available.

GET api/GetEntityListForTaskTracking?ClientId={ClientId}&SnapshotStartDate={SnapshotStartDate}&SnapshotEndDate={SnapshotEndDate}

No documentation available.

POST api/DeleteForm

No documentation available.

POST api/SaveForm

No documentation available.

POST api/SaveAuditTrail?Action={Action}&UserId={UserId}&ActionType={ActionType}

No documentation available.

POST api/SaveUserPreference

No documentation available.

POST api/SaveClientLogo

No documentation available.

POST api/SaveFundDealData

No documentation available.

POST api/DeleteFundDeal

No documentation available.

POST api/SaveAuditLogDetails?ObjId={ObjId}&RecordId={RecordId}&Type={Type}&Action={Action}&ClientId={ClientId}

No documentation available.

POST api/SaverRelationShipAuditLogDetails?ObjId={ObjId}&RecordId={RecordId}&RelationshipId={RelationshipId}&ObjChildId={ObjChildId}&Type={Type}&Action={Action}&LoggedInUserName={LoggedInUserName}&ClientId={ClientId}

No documentation available.

GET api/GetStateList

No documentation available.

GET api/GetStateNameByStateCode?stateCode={stateCode}

No documentation available.

GET api/GetDeepReadFormTemplateList

No documentation available.

POST api/SaveTestErrorLog?errorMessage={errorMessage}

No documentation available.

FundDealAPI

API Description
GET api/GetFundDealListData?ClientId={ClientId}&FundDealName={FundDealName}&InvestmentStartDate={InvestmentStartDate}&InvestmentEndDate={InvestmentEndDate}&InvestmentCategory={InvestmentCategory}

No documentation available.

GET api/GetFundDealById?FUND_DEAL_ID={FUND_DEAL_ID}

No documentation available.

POST api/SaveFundDeal

No documentation available.

POST api/DeleteFundDealData?FUND_DEAL_ID={FUND_DEAL_ID}

No documentation available.

GET api/GetGroupEntityByInvestmentDateDDL?CLIENT_ID={CLIENT_ID}&INVESTMENT_START_DATE={INVESTMENT_START_DATE}

No documentation available.

GET api/GetGroupEntityListByFundDealId?FundDealId={FundDealId}&ClientId={ClientId}&SnapshotStartDate={SnapshotStartDate}&SnapshotEndDate={SnapshotEndDate}

No documentation available.

StructureChart_V1API

API Description
GET api/GetStructureChartJsonDetail?OBJ_ID={OBJ_ID}&TYPE={TYPE}&VersionId={VersionId}

No documentation available.

GET api/GetddlVersionlist?OBJ_ID={OBJ_ID}&TYPE={TYPE}

No documentation available.

GET api/GetCommentGojsDetail?ENTITY_ID={ENTITY_ID}&INVESTOR_ID={INVESTOR_ID}&FUND_DEAL_ID={FUND_DEAL_ID}

No documentation available.

GET api/GetStructureChartWithholdingList?InvestorId={InvestorId}&ClientId={ClientId}&DateOfAllocation={DateOfAllocation}

No documentation available.

POST api/SaveStructureChart

No documentation available.

POST api/SaveComment

No documentation available.

POST api/DeleteGOJSComment

No documentation available.

POST api/DeleteStructureChartVersion

No documentation available.

OCRTaskAPI

API Description
GET api/GetOCRTaskList?ClientId={ClientId}

No documentation available.

GET api/GetOCRTaskDetailsById?OCR_TASK_ID={OCR_TASK_ID}

No documentation available.

POST api/SaveOCRTaskDetail

No documentation available.

POST api/DeleteOCRTask

No documentation available.

GET api/GetFormTypeListForOCR?ClientId={ClientId}&StartDate={StartDate}&EndDate={EndDate}&FormTypeID={FormTypeID}

No documentation available.

POST api/DownloadDeepReadFile

No documentation available.

POST api/SaveOCRTaskFileDetail

No documentation available.

GET api/GetDataToVerifyFromDBForOCR?FormId={FormId}

No documentation available.

GET api/GetFileIdByTaskCode?TaskCode={TaskCode}

No documentation available.

GET api/SaveDeepreadValue?EmpriseFieldName={EmpriseFieldName}&DeepReadValue={DeepReadValue}&FormId={FormId}&ClientId={ClientId}

No documentation available.

POST api/UpdateAllDeepreadValue

No documentation available.

GET api/CheckOCRFileExistsByFormIds?formIds={formIds}

No documentation available.

GET api/connect/authorized?user_id={user_id}&client_id={client_id}&user_name={user_name}&redirect_uri={redirect_uri}

No documentation available.

POST api/connect/token

No documentation available.

GET api/user/me

No documentation available.

POST api/MarkAsNotRequiredOCR?ocrFileId={ocrFileId}

No documentation available.

API Description
POST api/DeleteJurisdictionFATCAID?clientId={clientId}&userId={userId}&jurisdictionFATCAIDId={jurisdictionFATCAIDId}

No documentation available.

POST api/UpdateJurisdictionFATCAIDDisplayOrder

No documentation available.

GET api/GetJurisdictionCRSIDList?clientId={clientId}

No documentation available.

GET api/GetJurisdictionCRSIDListByCountryID?clientId={clientId}&countryId={countryId}

No documentation available.

POST api/AddUpdateJurisdictionCRSID

No documentation available.

POST api/DeleteJurisdictionCRSID?clientId={clientId}&userId={userId}&jurisdictionCRSIDId={jurisdictionCRSIDId}

No documentation available.

POST api/UpdateJurisdictionCRSIDDisplayOrder

No documentation available.

GET api/GetJurisdictionDepositorList?clientId={clientId}

No documentation available.

GET api/GetJurisdictionDepositorListByCountryID?clientId={clientId}&countryId={countryId}

No documentation available.

POST api/AddUpdateJurisdictionDepositor

No documentation available.

POST api/DeleteJurisdictionDepositor?clientId={clientId}&userId={userId}&jurisdictionDepositorId={jurisdictionDepositorId}

No documentation available.

POST api/UpdateJurisdictionDepositorDisplayOrder

No documentation available.

GET api/GetJurisdictionDepositorById?clientId={clientId}&jurisdictionDepositorId={jurisdictionDepositorId}

No documentation available.

GET api/GetCurrencyTypeList?clientId={clientId}

No documentation available.

GET api/GetAllDropdownListByClientId?clientId={clientId}&moduleType={moduleType}

No documentation available.

GET api/GetInvestmentTypeList?clientId={clientId}

No documentation available.

POST api/AddUpdateInvestmentType

No documentation available.

POST api/DeleteInvestmentType?clientId={clientId}&userId={userId}&investmentTypeId={investmentTypeId}

No documentation available.

POST api/UpdateInvestmentTypeDisplayOrder

No documentation available.

GET api/GetInvestmentCategoryList?clientId={clientId}

No documentation available.

POST api/AddUpdateInvestmentCategory

No documentation available.

GET api/GetInvestmentCategoryColorCodeById?investmentCategoryId={investmentCategoryId}

No documentation available.

GET api/GetInvestmentCategoryNameById?investmentCategoryId={investmentCategoryId}

No documentation available.

POST api/DeleteInvestmentCategory?clientId={clientId}&userId={userId}&investmentCategoryId={investmentCategoryId}

No documentation available.

POST api/UpdateInvestmentCategoryDisplayOrder

No documentation available.

GET api/GetInvestmentCategoryColorList

No documentation available.

GET api/GetLocalTaxAdvisoryList?clientId={clientId}

No documentation available.

POST api/AddUpdateLocalTaxAdvisory

No documentation available.

POST api/DeleteLocalTaxAdvisory?clientId={clientId}&userId={userId}&localTaxAdvisoryId={localTaxAdvisoryId}

No documentation available.

POST api/UpdateLocalTaxAdvisoryDisplayOrder

No documentation available.

GET api/GetLocalTaxComplianceList?clientId={clientId}

No documentation available.

POST api/AddUpdateLocalTaxCompliance

No documentation available.

POST api/DeleteLocalTaxCompliance?clientId={clientId}&userId={userId}&localTaxComplianceID={localTaxComplianceID}

No documentation available.

POST api/UpdateLocalTaxComplianceDisplayOrder

No documentation available.

GET api/GetUSTaxAdvisoryList?clientId={clientId}

No documentation available.

POST api/AddUpdateUSTaxAdvisory

No documentation available.

POST api/DeleteUSTaxAdvisory?clientId={clientId}&userId={userId}&usTaxAdvisoryId={usTaxAdvisoryId}

No documentation available.

POST api/UpdateUSTaxAdvisoryDisplayOrder

No documentation available.

GET api/GetUSTaxComplianceList?clientId={clientId}

No documentation available.

POST api/AddUpdateUSTaxCompliance

No documentation available.

POST api/DeleteUSTaxCompliance?clientId={clientId}&userId={userId}&usTaxComplianceId={usTaxComplianceId}

No documentation available.

POST api/UpdateUSTaxComplianceDisplayOrder

No documentation available.

GET api/GetFATCA_CRS_AdvisoryList?clientId={clientId}

No documentation available.

POST api/AddUpdateFATCA_CRS_Advisory

No documentation available.

POST api/DeleteFATCA_CRS_Advisory?clientId={clientId}&userId={userId}&FATCA_CRS_AdvisoryId={FATCA_CRS_AdvisoryId}

No documentation available.

POST api/UpdateFATCA_CRS_AdvisoryDisplayOrder

No documentation available.

GET api/GetFATCA_CRS_ComplianceList?clientId={clientId}

No documentation available.

POST api/AddUpdateFATCA_CRS_Compliance

No documentation available.

POST api/DeleteFATCA_CRS_Compliance?clientId={clientId}&userId={userId}&FATCA_CRS_ComplianceId={FATCA_CRS_ComplianceId}

No documentation available.

POST api/UpdateFATCA_CRS_ComplianceDisplayOrder

No documentation available.

GET api/GetFATCAReportableList?clientId={clientId}

No documentation available.

POST api/AddUpdateFATCAReportable

No documentation available.

POST api/DeleteFATCAReportable?clientId={clientId}&userId={userId}&FATCAReportableId={FATCAReportableId}

No documentation available.

POST api/UpdateFATCAReportableDisplayOrder

No documentation available.

GET api/GetCRSReportableList?clientId={clientId}

No documentation available.

POST api/AddUpdateCRSReportable

No documentation available.

POST api/DeleteCRSReportable?clientId={clientId}&userId={userId}&CRSReportableId={CRSReportableId}

No documentation available.

POST api/UpdateCRSReportableDisplayOrder

No documentation available.

GET api/GetFATCAClassificationList?clientId={clientId}

No documentation available.

POST api/AddUpdateFATCAClassification

No documentation available.

POST api/DeleteFATCAClassification?clientId={clientId}&userId={userId}&FATCAClassificationId={FATCAClassificationId}

No documentation available.

POST api/UpdateFATCAClassificationDisplayOrder

No documentation available.

GET api/GetCRSClassificationList?clientId={clientId}

No documentation available.

POST api/AddUpdateCRSClassification

No documentation available.

POST api/DeleteCRSClassification?clientId={clientId}&userId={userId}&crsClassificationId={crsClassificationId}

No documentation available.

POST api/UpdateCRSClassificationDisplayOrder

No documentation available.

GET api/GetOperatingStatusList?clientId={clientId}

No documentation available.

POST api/AddUpdateOperatingStatus

No documentation available.

POST api/DeleteOperatingStatus?clientId={clientId}&userId={userId}&operatingStatusId={operatingStatusId}

No documentation available.

POST api/UpdateOperatingStatusDisplayOrder

No documentation available.

GET api/GetW9FederalTaxClassificationList?clientId={clientId}

No documentation available.

POST api/UpdateW9FederalTaxClassificationDisplayOrder

No documentation available.

GET api/GetClassInstrumentHeldList?clientId={clientId}

No documentation available.

POST api/AddUpdateClassInstrumentHeld

No documentation available.

POST api/DeleteClassInstrumentHeld?clientId={clientId}&userId={userId}&classInstrumentId={classInstrumentId}

No documentation available.

POST api/UpdateClassInstrumentHeldDisplayOrder

No documentation available.

GET api/GetFormTypeList

No documentation available.

POST api/AddUpdateFormType

No documentation available.

POST api/DeleteFormType?userId={userId}&formTypeId={formTypeId}

No documentation available.

POST api/UpdateFormTypeDisplayOrder

No documentation available.

GET api/GetLocalTaxClassificationList

No documentation available.

POST api/UpdateLocalTaxClassificationDisplayOrder

No documentation available.

GET api/GetUSTaxClassificationList

No documentation available.

POST api/UpdateUSTaxClassificationDisplayOrder

No documentation available.

GET api/GetTaxObligationList?clientId={clientId}

No documentation available.

POST api/AddUpdateTaxObligation

No documentation available.

POST api/DeleteTaxObligation?clientId={clientId}&userId={userId}&taxObligationID={taxObligationID}

No documentation available.

POST api/UpdateTaxObligationDisplayOrder

No documentation available.

GET api/GetJurisdictionByCountryId?clientId={clientId}&countryId={countryId}

No documentation available.

GET api/GetJurisdictionList?clientId={clientId}

No documentation available.

POST api/AddUpdateJurisdiction

No documentation available.

GET api/GetJurisdictionAEOIUserIDList?clientId={clientId}

No documentation available.

GET api/GetJurisdictionAEOIUserIDListByCountryID?clientId={clientId}&countryId={countryId}

No documentation available.

POST api/AddUpdateJurisdictionAEOIUserID

No documentation available.

POST api/DeleteJurisdictionAEOIUserID?clientId={clientId}&userId={userId}&jurisdictionAEOIUserIDId={jurisdictionAEOIUserIDId}

No documentation available.

POST api/UpdateJurisdictionAEOIUserIDDisplayOrder

No documentation available.

GET api/GetJurisdictionFATCAIDList?clientId={clientId}

No documentation available.

GET api/GetJurisdictionFATCAIDListByCountryID?clientId={clientId}&countryId={countryId}

No documentation available.

POST api/AddUpdateJurisdictionFATCAID

No documentation available.

TaskTrackingAPI

API Description
GET api/GetTaskTrackingList?ClientId={ClientId}&TaxObligationId={TaxObligationId}&Status={Status}&DeadlineDate={DeadlineDate}&EntityId={EntityId}&InvestmentCategory={InvestmentCategory}&FilingJurisdiction={FilingJurisdiction}&IsUpdated={IsUpdated}&IsSearch={IsSearch}&IsViewAll={IsViewAll}&startDate={startDate}&endDate={endDate}&SnapshotStartDate={SnapshotStartDate}&SnapshotEndDate={SnapshotEndDate}

No documentation available.

POST api/SaveTaskTracking

No documentation available.

GET api/GetBusinessLineFromEntity?EntityId={EntityId}

No documentation available.

GET api/GetTaskTrackingDetailsByID?TASK_TRACKING_ID={TASK_TRACKING_ID}&DEADLINE_DATE={DEADLINE_DATE}

No documentation available.

POST api/DeleteTaskTracker

No documentation available.

POST api/DeleteTaskTrackerNew

No documentation available.

POST api/SaveTaskTrackingMultiple

No documentation available.

POST api/SaveTaskTrackingNotes

No documentation available.

GET api/GetTaskTrackingNotesList?clientId={clientId}

No documentation available.

GET api/GetTaskTrackingNotesData?clientId={clientId}

No documentation available.

GET api/GetTaskTrackingNotesById?taskTrackingNoteId={taskTrackingNoteId}

No documentation available.

POST api/DeleteTaskTrackingNotes?taskTrackingNoteId={taskTrackingNoteId}

No documentation available.

EmailTemplateAPI

API Description
GET api/EmailTemplateAPI/GetForgotPasswordTemplate?UserName={UserName}&LoginLink={LoginLink}

No documentation available.

BeneficialOwnerAPI

API Description
GET api/GetBeneficialOwnerList?ClientId={ClientId}&LoggedInUserName={LoggedInUserName}&ClientRef={ClientRef}&BeneficialLegalName={BeneficialLegalName}&SelectedFieldName={SelectedFieldName}&SelectedFieldValue={SelectedFieldValue}&SnapshotStartDate={SnapshotStartDate}&SnapshotEndDate={SnapshotEndDate}

No documentation available.

GET api/GetBeneficialOwnerById?BeneficialOwnerId={BeneficialOwnerId}&RecordId={RecordId}

No documentation available.

GET api/GetBeneficialValueByField?FieldName={FieldName}&ClientId={ClientId}&SnapshotStartDate={SnapshotStartDate}&SnapshotEndDate={SnapshotEndDate}

No documentation available.

GET api/GetEntityBOList?ClientId={ClientId}&InvestorId={InvestorId}&BENEFICIAL_OWNER_ID={BENEFICIAL_OWNER_ID}

No documentation available.

GET api/GetParentChildBeneficialOwnerById?BeneficialOwnerId={BeneficialOwnerId}&RecordId={RecordId}&InvestorId={InvestorId}&Type={Type}

No documentation available.

GET api/GetBeneficialOwnerData?ClientId={ClientId}&LoggedInUserName={LoggedInUserName}

No documentation available.

GET api/GetBORelationshipList?ClientId={ClientId}&InvestorId={InvestorId}

No documentation available.

GET api/GetBeneficialOwnerListDDL?Id={Id}&InvestorId={InvestorId}&ClientId={ClientId}

No documentation available.

GET api/GetBeneficialOwnerListDDL_New?Id={Id}&InvestorId={InvestorId}&ClientId={ClientId}&dateOfAllocation={dateOfAllocation}

No documentation available.

GET api/GetExistingBeneficialOwnerListDDL?Id={Id}&InvestorId={InvestorId}&ClientId={ClientId}

No documentation available.

GET api/GetIntermediaryInvestorDDL?Id={Id}&InvestorId={InvestorId}&ClientId={ClientId}

No documentation available.

GET api/GetIntermediaryInvestorDDL_New?Id={Id}&InvestorId={InvestorId}&ClientId={ClientId}&dateOfAllocation={dateOfAllocation}

No documentation available.

GET api/GetInvestorListByBO?ClientId={ClientId}&BoId={BoId}

No documentation available.

GET api/GetEntityBeneficialOwnerRelationshipList?ClientId={ClientId}&BoId={BoId}

No documentation available.

GET api/GetBeneficialOwnerListDDLByEntity?id={id}&entityId={entityId}&clientId={clientId}

No documentation available.

GET api/GetIntermediaryInvestorDDLByEntity?id={id}&entityId={entityId}&clientId={clientId}

No documentation available.

GET api/GetGroupEntityBORelationshipList?clientId={clientId}&entityId={entityId}

No documentation available.

GET api/GetAllBenificialOwnerList?clientId={clientId}

No documentation available.

POST api/SaveBeneficialOwner

No documentation available.

POST api/DeleteBeneficialOwner

No documentation available.