GET api/GetEntityInvestorListByBO?clientId={clientId}&boId={boId}
Request Information
URI Parameters
| Name | Description | Type | Additional information |
|---|---|---|---|
| clientId | integer |
Required |
|
| boId | integer |
Required |
Body Parameters
None.
Response Information
Resource Description
ApiResponseOfEntityWithHoldingInformationModel| Name | Description | Type | Additional information |
|---|---|---|---|
| Data | Collection of EntityWithHoldingInformationModel |
None. |
|
| Success | boolean |
None. |
|
| Message | Collection of string |
None. |
Response Formats
application/json, text/json
Sample:
{
"Data": [
{
"Id": 1,
"DATE_OF_ALLOCATION": "2025-06-23T13:28:43.9139328+00:00",
"CLIENT_ID": 1,
"ENTITY_ID": 1,
"ENTITYRECORD_ID": 1,
"strENTITY_ID": "sample string 1",
"strENTITYRECORD_ID": "sample string 2",
"RECIPIENT_ID": 1,
"strRECIPIENT_ID": "sample string 3",
"RECIPIENT_STATUS": "sample string 4",
"RECIPIENT_TYPE": "sample string 5",
"INTERMIDIARY_ENTITY_ID": 1,
"INTERMIDIARY_ENTITYINVESTOR": "sample string 6",
"INTERMIDIARY_ALLOCATION": 1.0,
"INTEREST_TYPE": "sample string 7",
"WITH_HOLDING_INTEREST": 1.0,
"DIVIDEND_TYPE": "sample string 8",
"WITH_HOLDING_DIVIDEND": 1.0,
"OTHER_INCOME_TYPE": "sample string 9",
"WITH_HOLDING_OTHER": 1.0,
"RECIPIENT_NAME": "sample string 10",
"strDATE_OF_ALLOCATION": "sample string 11",
"INVESTOR_INTER_ID": 1,
"INVESTOR_GIIN": "sample string 12",
"INVESTOR_ADDRESS_NUMBER_STREET": "sample string 13",
"INVESTOR_ADDRESS_LINE_TWO": "sample string 14",
"INVESTOR_ADDRESS_CITY": "sample string 15",
"INVESTOR_ADDRESS_STATE": "sample string 16",
"INVESTOR_ADDRESS_POST_CODE": "sample string 17",
"INVESTOR_ADDRESS_COUNTRY_ID": 1,
"INVESTOR_FULL_ADDRESS": "sample string 18",
"PAYEE_ALLOCATION": 1.0,
"strNET_WITH_HOLDING_INTEREST": "sample string 19",
"strNET_WITH_HOLDING_DIVIDEND": "sample string 20",
"strNET_WITH_HOLDING_OTHER": "sample string 21",
"strPAYEE_ALLOCATION": "sample string 22",
"strWITH_HOLDING_INTEREST": "sample string 23",
"strWITH_HOLDING_DIVIDEND": "sample string 24",
"strWITH_HOLDING_OTHER": "sample string 25",
"strINTERMIDIARY_ALLOCATION": "sample string 26",
"strBENEFICIAL_OWNER_ID": "sample string 27",
"RECORD_ID": 28,
"strRECORD_ID": "sample string 29",
"TAX_RECIDENCY_1": "sample string 30",
"US_TAX_CLASSIFICATION_NAME": "sample string 31",
"LOCAL_TAX_STATUS": "sample string 32",
"CLIENT_REFERENCE_ID": "sample string 33",
"ADDRESS_NUMBER_STREET": "sample string 34",
"ADDRESS_LINE_TWO": "sample string 35",
"ADDRESS_CITY": "sample string 36",
"ADDRESS_STATE": "sample string 37",
"ADDRESS_POST_CODE": "sample string 38",
"ADDRESS_COUNTRY_ID": 1,
"ADDRESS_COUNTRY_NAME": "sample string 39",
"FULL_ADDRESS": "sample string 40",
"TIN_1": "sample string 41",
"EIN": "sample string 42",
"CHAPTER_3_STATUS_CODE": "sample string 43",
"CHAPTER_4_STATUS_CODE": "sample string 44",
"INTEREST_TYPE_BO": "sample string 45",
"INTEREST_CH3_BASIS_EXEMPTION": "sample string 46",
"DIVIDEND_TYPE_BO": "sample string 47",
"DIVIDEND_CH3_BASIS_EXEMPTION": "sample string 48",
"OTHER_INCOME_TYPE_BO": "sample string 49",
"OTHER_INCOME_CH3_BASIS_EXEMPTION": "sample string 50",
"LOB_CODE": "sample string 51",
"FORM_TYPE_NAME": "sample string 52",
"ChildCount": 1,
"US_TAX_CLASSIFICATION_ID": 1,
"StrCREATED_ON": "sample string 53",
"LOCAL_TAX_STATUS_NAME": "sample string 54",
"GIIN": "sample string 55",
"EBOR_RECORD_ID": 1,
"EBOR_ENTITY_ID": 1,
"EBOR_BENEFICIAL_OWNER_ID": 1,
"EBOR_CLIENT_ID": 1,
"EBOR_RECORD_START_DT": "2025-06-23T13:28:43.9139328+00:00",
"strCreatedOn": "sample string 56",
"EBOR_RECORD_END_DT": "2025-06-23T13:28:43.9139328+00:00",
"GE_RECORD_ID": 1,
"strGE_RECORD_ID": "sample string 57",
"GE_ENTITY_ID": 1,
"strGE_ENTITY_ID": "sample string 58",
"GE_CLIENT_ID": 1,
"GE_CLIENT_REFERENCE_NAME": "sample string 59",
"GE_LEGAL_ENTITY_NAME": "sample string 60",
"GE_GROUP_ENTITY_FULL_NAME": "sample string 61",
"strEntityWithHoldingDateOfAllocationID": "sample string 62",
"EntityWithHoldingDateOfAllocationID": 63,
"strEntityWithHoldingDateOfAllocation": "sample string 64",
"INTERMIDIARY_ENTITY": "sample string 65",
"INTERMIDIARY_INVESTOR": "sample string 66",
"INTERMIDIARY_INVESTOR_TYPE": "sample string 67",
"SINGLE_MEMBER_LLC_NAME": "sample string 68",
"INVESTOR_FULL_NAME": "sample string 69",
"CLIENT_REFERENCE_NAME": "sample string 70",
"LEGAL_ENTITY_NAME": "sample string 71",
"INTERMIDIARY_INVESTOR_ID": 1,
"INTERMIDIARY_INVESTOR_RECORD_ID": 1,
"INVESTOR_INTER_RECORD_ID": 1,
"strINVESTOR_ID": "sample string 72",
"strINVESTORRECORD_ID": "sample string 73",
"INVESTOR_CLIENT_REFERENCE_ID": "sample string 74",
"INVESTOR_US_TAX_CLASSIFICATION_NAME": "sample string 75",
"INVESTOR_US_TAX_CLASSIFICATION_ID": 1,
"INVESTOR_LOCAL_TAX_CLASSIFICATION_ID": 1,
"INVESTOR_LOCAL_TAX_STATUS": "sample string 76",
"INVESTOR_LOCAL_TAX_STATUS_NAME": "sample string 77",
"INVESTOR_TIN_COUNTRY_1_ID": 1,
"INVESTOR_TAX_RECIDENCY_1": "sample string 78",
"INVESTOR_TIN_COUNTRY_1_NAME": "sample string 79",
"INVESTOR_TIN_COUNTRY_2_ID": 1,
"INVESTOR_TAX_RECIDENCY_2": "sample string 80",
"INVESTOR_TIN_COUNTRY_2_NAME": "sample string 81",
"ENTITY_GIIN": "sample string 82",
"ENTITY_ADDRESS_NUMBER_STREET": "sample string 83",
"ENTITY_ADDRESS_LINE_TWO": "sample string 84",
"ENTITY_ADDRESS_CITY": "sample string 85",
"ENTITY_ADDRESS_STATE": "sample string 86",
"ENTITY_ADDRESS_POST_CODE": "sample string 87",
"ENTITY_ADDRESS_COUNTRY_ID": 1,
"ENTITY_ADDRESS_COUNTRY_NAME": "sample string 88",
"INVESTOR_ENTITY_FULL_ADDRESS": "sample string 89",
"ENTITY_CLIENT_REFERENCE_ID": "sample string 90",
"ENTITY_US_TAX_CLASSIFICATION_NAME": "sample string 91",
"ENTITY_US_TAX_CLASSIFICATION_ID": 1,
"ENTITY_LOCAL_TAX_CLASSIFICATION_ID": 1,
"ENTITY_LOCAL_TAX_STATUS": "sample string 92",
"ENTITY_LOCAL_TAX_STATUS_NAME": "sample string 93",
"ENTITY_TIN_COUNTRY_1_ID": 1,
"ENTITY_TAX_RECIDENCY_1": "sample string 94",
"ENTITY_TIN_COUNTRY_1_NAME": "sample string 95",
"IsFromView": true,
"WithholdingName": "sample string 97",
"ShapeFullPath": "sample string 98",
"InvestorFullName": "sample string 99",
"GroupEntityFullName": "sample string 100",
"ENTITY_INVESTMENT_CATEGORY_ID": 1,
"ENTITY_INVESTMENT_CATEGORY_NAME": "sample string 101",
"ENTITY_INVESTMENT_CATEGORY_ColorCode": "sample string 102",
"InvestmentCategoryColorCode": "sample string 103",
"InvestmentCategoryName": "sample string 104",
"ENTITY_LOB_CODE": "sample string 105",
"INVESTOR_LOB_CODE": "sample string 106",
"INVESTOR_ENTITY_LOB_CODE": "sample string 107",
"INVESTOR_ENTITY_GIIN": "sample string 108",
"ENTITY_US_EIN": "sample string 109",
"INVESTOR_US_ITIN": "sample string 110",
"INVESTOR_ENTITY_US_TIN": "sample string 111",
"ENTITY_TIN_1": "sample string 112",
"INVESTOR_TIN_1": "sample string 113",
"INVESTOR_ENTITY_TIN_1": "sample string 114",
"ENTITY_CHAPTER_3_STATUS_CODE": "sample string 115",
"ENTITY_CHAPTER_4_STATUS_CODE": "sample string 116",
"INVESTOR_CHAPTER_3_STATUS_CODE": "sample string 117",
"INVESTOR_CHAPTER_4_STATUS_CODE": "sample string 118",
"INVESTOR_ENTITY_CHAPTER_3_STATUS_CODE": "sample string 119",
"INVESTOR_ENTITY_CHAPTER_4_STATUS_CODE": "sample string 120",
"INVESTOR_ENTITY_TIN_COUNTRY_1_Name": "sample string 121",
"INVESTOR_ADDRESS_COUNTRY_NAME": "sample string 122",
"ENTITY_FORM_TYPE_NAME": "sample string 123",
"INVESTOR_FORM_TYPE_NAME": "sample string 124",
"INVESTOR_ENTITY_FORM_TYPE_NAME": "sample string 125",
"EntityWithholdingName": "sample string 126",
"EntityDateOfAllocation": "sample string 127"
},
{
"Id": 1,
"DATE_OF_ALLOCATION": "2025-06-23T13:28:43.9139328+00:00",
"CLIENT_ID": 1,
"ENTITY_ID": 1,
"ENTITYRECORD_ID": 1,
"strENTITY_ID": "sample string 1",
"strENTITYRECORD_ID": "sample string 2",
"RECIPIENT_ID": 1,
"strRECIPIENT_ID": "sample string 3",
"RECIPIENT_STATUS": "sample string 4",
"RECIPIENT_TYPE": "sample string 5",
"INTERMIDIARY_ENTITY_ID": 1,
"INTERMIDIARY_ENTITYINVESTOR": "sample string 6",
"INTERMIDIARY_ALLOCATION": 1.0,
"INTEREST_TYPE": "sample string 7",
"WITH_HOLDING_INTEREST": 1.0,
"DIVIDEND_TYPE": "sample string 8",
"WITH_HOLDING_DIVIDEND": 1.0,
"OTHER_INCOME_TYPE": "sample string 9",
"WITH_HOLDING_OTHER": 1.0,
"RECIPIENT_NAME": "sample string 10",
"strDATE_OF_ALLOCATION": "sample string 11",
"INVESTOR_INTER_ID": 1,
"INVESTOR_GIIN": "sample string 12",
"INVESTOR_ADDRESS_NUMBER_STREET": "sample string 13",
"INVESTOR_ADDRESS_LINE_TWO": "sample string 14",
"INVESTOR_ADDRESS_CITY": "sample string 15",
"INVESTOR_ADDRESS_STATE": "sample string 16",
"INVESTOR_ADDRESS_POST_CODE": "sample string 17",
"INVESTOR_ADDRESS_COUNTRY_ID": 1,
"INVESTOR_FULL_ADDRESS": "sample string 18",
"PAYEE_ALLOCATION": 1.0,
"strNET_WITH_HOLDING_INTEREST": "sample string 19",
"strNET_WITH_HOLDING_DIVIDEND": "sample string 20",
"strNET_WITH_HOLDING_OTHER": "sample string 21",
"strPAYEE_ALLOCATION": "sample string 22",
"strWITH_HOLDING_INTEREST": "sample string 23",
"strWITH_HOLDING_DIVIDEND": "sample string 24",
"strWITH_HOLDING_OTHER": "sample string 25",
"strINTERMIDIARY_ALLOCATION": "sample string 26",
"strBENEFICIAL_OWNER_ID": "sample string 27",
"RECORD_ID": 28,
"strRECORD_ID": "sample string 29",
"TAX_RECIDENCY_1": "sample string 30",
"US_TAX_CLASSIFICATION_NAME": "sample string 31",
"LOCAL_TAX_STATUS": "sample string 32",
"CLIENT_REFERENCE_ID": "sample string 33",
"ADDRESS_NUMBER_STREET": "sample string 34",
"ADDRESS_LINE_TWO": "sample string 35",
"ADDRESS_CITY": "sample string 36",
"ADDRESS_STATE": "sample string 37",
"ADDRESS_POST_CODE": "sample string 38",
"ADDRESS_COUNTRY_ID": 1,
"ADDRESS_COUNTRY_NAME": "sample string 39",
"FULL_ADDRESS": "sample string 40",
"TIN_1": "sample string 41",
"EIN": "sample string 42",
"CHAPTER_3_STATUS_CODE": "sample string 43",
"CHAPTER_4_STATUS_CODE": "sample string 44",
"INTEREST_TYPE_BO": "sample string 45",
"INTEREST_CH3_BASIS_EXEMPTION": "sample string 46",
"DIVIDEND_TYPE_BO": "sample string 47",
"DIVIDEND_CH3_BASIS_EXEMPTION": "sample string 48",
"OTHER_INCOME_TYPE_BO": "sample string 49",
"OTHER_INCOME_CH3_BASIS_EXEMPTION": "sample string 50",
"LOB_CODE": "sample string 51",
"FORM_TYPE_NAME": "sample string 52",
"ChildCount": 1,
"US_TAX_CLASSIFICATION_ID": 1,
"StrCREATED_ON": "sample string 53",
"LOCAL_TAX_STATUS_NAME": "sample string 54",
"GIIN": "sample string 55",
"EBOR_RECORD_ID": 1,
"EBOR_ENTITY_ID": 1,
"EBOR_BENEFICIAL_OWNER_ID": 1,
"EBOR_CLIENT_ID": 1,
"EBOR_RECORD_START_DT": "2025-06-23T13:28:43.9139328+00:00",
"strCreatedOn": "sample string 56",
"EBOR_RECORD_END_DT": "2025-06-23T13:28:43.9139328+00:00",
"GE_RECORD_ID": 1,
"strGE_RECORD_ID": "sample string 57",
"GE_ENTITY_ID": 1,
"strGE_ENTITY_ID": "sample string 58",
"GE_CLIENT_ID": 1,
"GE_CLIENT_REFERENCE_NAME": "sample string 59",
"GE_LEGAL_ENTITY_NAME": "sample string 60",
"GE_GROUP_ENTITY_FULL_NAME": "sample string 61",
"strEntityWithHoldingDateOfAllocationID": "sample string 62",
"EntityWithHoldingDateOfAllocationID": 63,
"strEntityWithHoldingDateOfAllocation": "sample string 64",
"INTERMIDIARY_ENTITY": "sample string 65",
"INTERMIDIARY_INVESTOR": "sample string 66",
"INTERMIDIARY_INVESTOR_TYPE": "sample string 67",
"SINGLE_MEMBER_LLC_NAME": "sample string 68",
"INVESTOR_FULL_NAME": "sample string 69",
"CLIENT_REFERENCE_NAME": "sample string 70",
"LEGAL_ENTITY_NAME": "sample string 71",
"INTERMIDIARY_INVESTOR_ID": 1,
"INTERMIDIARY_INVESTOR_RECORD_ID": 1,
"INVESTOR_INTER_RECORD_ID": 1,
"strINVESTOR_ID": "sample string 72",
"strINVESTORRECORD_ID": "sample string 73",
"INVESTOR_CLIENT_REFERENCE_ID": "sample string 74",
"INVESTOR_US_TAX_CLASSIFICATION_NAME": "sample string 75",
"INVESTOR_US_TAX_CLASSIFICATION_ID": 1,
"INVESTOR_LOCAL_TAX_CLASSIFICATION_ID": 1,
"INVESTOR_LOCAL_TAX_STATUS": "sample string 76",
"INVESTOR_LOCAL_TAX_STATUS_NAME": "sample string 77",
"INVESTOR_TIN_COUNTRY_1_ID": 1,
"INVESTOR_TAX_RECIDENCY_1": "sample string 78",
"INVESTOR_TIN_COUNTRY_1_NAME": "sample string 79",
"INVESTOR_TIN_COUNTRY_2_ID": 1,
"INVESTOR_TAX_RECIDENCY_2": "sample string 80",
"INVESTOR_TIN_COUNTRY_2_NAME": "sample string 81",
"ENTITY_GIIN": "sample string 82",
"ENTITY_ADDRESS_NUMBER_STREET": "sample string 83",
"ENTITY_ADDRESS_LINE_TWO": "sample string 84",
"ENTITY_ADDRESS_CITY": "sample string 85",
"ENTITY_ADDRESS_STATE": "sample string 86",
"ENTITY_ADDRESS_POST_CODE": "sample string 87",
"ENTITY_ADDRESS_COUNTRY_ID": 1,
"ENTITY_ADDRESS_COUNTRY_NAME": "sample string 88",
"INVESTOR_ENTITY_FULL_ADDRESS": "sample string 89",
"ENTITY_CLIENT_REFERENCE_ID": "sample string 90",
"ENTITY_US_TAX_CLASSIFICATION_NAME": "sample string 91",
"ENTITY_US_TAX_CLASSIFICATION_ID": 1,
"ENTITY_LOCAL_TAX_CLASSIFICATION_ID": 1,
"ENTITY_LOCAL_TAX_STATUS": "sample string 92",
"ENTITY_LOCAL_TAX_STATUS_NAME": "sample string 93",
"ENTITY_TIN_COUNTRY_1_ID": 1,
"ENTITY_TAX_RECIDENCY_1": "sample string 94",
"ENTITY_TIN_COUNTRY_1_NAME": "sample string 95",
"IsFromView": true,
"WithholdingName": "sample string 97",
"ShapeFullPath": "sample string 98",
"InvestorFullName": "sample string 99",
"GroupEntityFullName": "sample string 100",
"ENTITY_INVESTMENT_CATEGORY_ID": 1,
"ENTITY_INVESTMENT_CATEGORY_NAME": "sample string 101",
"ENTITY_INVESTMENT_CATEGORY_ColorCode": "sample string 102",
"InvestmentCategoryColorCode": "sample string 103",
"InvestmentCategoryName": "sample string 104",
"ENTITY_LOB_CODE": "sample string 105",
"INVESTOR_LOB_CODE": "sample string 106",
"INVESTOR_ENTITY_LOB_CODE": "sample string 107",
"INVESTOR_ENTITY_GIIN": "sample string 108",
"ENTITY_US_EIN": "sample string 109",
"INVESTOR_US_ITIN": "sample string 110",
"INVESTOR_ENTITY_US_TIN": "sample string 111",
"ENTITY_TIN_1": "sample string 112",
"INVESTOR_TIN_1": "sample string 113",
"INVESTOR_ENTITY_TIN_1": "sample string 114",
"ENTITY_CHAPTER_3_STATUS_CODE": "sample string 115",
"ENTITY_CHAPTER_4_STATUS_CODE": "sample string 116",
"INVESTOR_CHAPTER_3_STATUS_CODE": "sample string 117",
"INVESTOR_CHAPTER_4_STATUS_CODE": "sample string 118",
"INVESTOR_ENTITY_CHAPTER_3_STATUS_CODE": "sample string 119",
"INVESTOR_ENTITY_CHAPTER_4_STATUS_CODE": "sample string 120",
"INVESTOR_ENTITY_TIN_COUNTRY_1_Name": "sample string 121",
"INVESTOR_ADDRESS_COUNTRY_NAME": "sample string 122",
"ENTITY_FORM_TYPE_NAME": "sample string 123",
"INVESTOR_FORM_TYPE_NAME": "sample string 124",
"INVESTOR_ENTITY_FORM_TYPE_NAME": "sample string 125",
"EntityWithholdingName": "sample string 126",
"EntityDateOfAllocation": "sample string 127"
}
],
"Success": true,
"Message": [
"sample string 1",
"sample string 2"
]
}