POST api/SaveEntityWithHoldingInfo
Request Information
URI Parameters
None.
Body Parameters
EntityWithHoldingInformationModelName | Description | Type | Additional information |
---|---|---|---|
Id | integer |
None. |
|
DATE_OF_ALLOCATION | date |
None. |
|
CLIENT_ID | integer |
None. |
|
ENTITY_ID | integer |
None. |
|
ENTITYRECORD_ID | integer |
None. |
|
strENTITY_ID | string |
None. |
|
strENTITYRECORD_ID | string |
None. |
|
RECIPIENT_ID | integer |
None. |
|
strRECIPIENT_ID | string |
None. |
|
RECIPIENT_STATUS | string |
None. |
|
RECIPIENT_TYPE | string |
None. |
|
INTERMIDIARY_ENTITY_ID | integer |
None. |
|
INTERMIDIARY_ENTITYINVESTOR | string |
None. |
|
INTERMIDIARY_ALLOCATION | decimal number |
None. |
|
INTEREST_TYPE | string |
None. |
|
WITH_HOLDING_INTEREST | decimal number |
None. |
|
DIVIDEND_TYPE | string |
None. |
|
WITH_HOLDING_DIVIDEND | decimal number |
None. |
|
OTHER_INCOME_TYPE | string |
None. |
|
WITH_HOLDING_OTHER | decimal number |
None. |
|
RECIPIENT_NAME | string |
None. |
|
strDATE_OF_ALLOCATION | string |
None. |
|
INVESTOR_INTER_ID | integer |
None. |
|
INVESTOR_GIIN | string |
None. |
|
INVESTOR_ADDRESS_NUMBER_STREET | string |
None. |
|
INVESTOR_ADDRESS_LINE_TWO | string |
None. |
|
INVESTOR_ADDRESS_CITY | string |
None. |
|
INVESTOR_ADDRESS_STATE | string |
None. |
|
INVESTOR_ADDRESS_POST_CODE | string |
None. |
|
INVESTOR_ADDRESS_COUNTRY_ID | integer |
None. |
|
INVESTOR_FULL_ADDRESS | string |
None. |
|
PAYEE_ALLOCATION | decimal number |
None. |
|
strNET_WITH_HOLDING_INTEREST | string |
None. |
|
strNET_WITH_HOLDING_DIVIDEND | string |
None. |
|
strNET_WITH_HOLDING_OTHER | string |
None. |
|
strPAYEE_ALLOCATION | string |
None. |
|
strWITH_HOLDING_INTEREST | string |
None. |
|
strWITH_HOLDING_DIVIDEND | string |
None. |
|
strWITH_HOLDING_OTHER | string |
None. |
|
strINTERMIDIARY_ALLOCATION | string |
None. |
|
strBENEFICIAL_OWNER_ID | string |
None. |
|
RECORD_ID | integer |
None. |
|
strRECORD_ID | string |
None. |
|
TAX_RECIDENCY_1 | string |
None. |
|
US_TAX_CLASSIFICATION_NAME | string |
None. |
|
LOCAL_TAX_STATUS | string |
None. |
|
CLIENT_REFERENCE_ID | string |
None. |
|
ADDRESS_NUMBER_STREET | string |
None. |
|
ADDRESS_LINE_TWO | string |
None. |
|
ADDRESS_CITY | string |
None. |
|
ADDRESS_STATE | string |
None. |
|
ADDRESS_POST_CODE | string |
None. |
|
ADDRESS_COUNTRY_ID | integer |
None. |
|
ADDRESS_COUNTRY_NAME | string |
None. |
|
FULL_ADDRESS | string |
None. |
|
TIN_1 | string |
None. |
|
EIN | string |
None. |
|
CHAPTER_3_STATUS_CODE | string |
None. |
|
CHAPTER_4_STATUS_CODE | string |
None. |
|
INTEREST_TYPE_BO | string |
None. |
|
INTEREST_CH3_BASIS_EXEMPTION | string |
None. |
|
DIVIDEND_TYPE_BO | string |
None. |
|
DIVIDEND_CH3_BASIS_EXEMPTION | string |
None. |
|
OTHER_INCOME_TYPE_BO | string |
None. |
|
OTHER_INCOME_CH3_BASIS_EXEMPTION | string |
None. |
|
LOB_CODE | string |
None. |
|
FORM_TYPE_NAME | string |
None. |
|
ChildCount | integer |
None. |
|
US_TAX_CLASSIFICATION_ID | integer |
None. |
|
StrCREATED_ON | string |
None. |
|
LOCAL_TAX_STATUS_NAME | string |
None. |
|
GIIN | string |
None. |
|
EBOR_RECORD_ID | integer |
None. |
|
EBOR_ENTITY_ID | integer |
None. |
|
EBOR_BENEFICIAL_OWNER_ID | integer |
None. |
|
EBOR_CLIENT_ID | integer |
None. |
|
EBOR_RECORD_START_DT | date |
None. |
|
strCreatedOn | string |
None. |
|
EBOR_RECORD_END_DT | date |
None. |
|
GE_RECORD_ID | integer |
None. |
|
strGE_RECORD_ID | string |
None. |
|
GE_ENTITY_ID | integer |
None. |
|
strGE_ENTITY_ID | string |
None. |
|
GE_CLIENT_ID | integer |
None. |
|
GE_CLIENT_REFERENCE_NAME | string |
None. |
|
GE_LEGAL_ENTITY_NAME | string |
None. |
|
GE_GROUP_ENTITY_FULL_NAME | string |
None. |
|
strEntityWithHoldingDateOfAllocationID | string |
None. |
|
EntityWithHoldingDateOfAllocationID | integer |
None. |
|
strEntityWithHoldingDateOfAllocation | string |
None. |
|
INTERMIDIARY_ENTITY | string |
None. |
|
INTERMIDIARY_INVESTOR | string |
None. |
|
INTERMIDIARY_INVESTOR_TYPE | string |
None. |
|
SINGLE_MEMBER_LLC_NAME | string |
None. |
|
INVESTOR_FULL_NAME | string |
None. |
|
CLIENT_REFERENCE_NAME | string |
None. |
|
LEGAL_ENTITY_NAME | string |
None. |
|
INTERMIDIARY_INVESTOR_ID | integer |
None. |
|
INTERMIDIARY_INVESTOR_RECORD_ID | integer |
None. |
|
INVESTOR_INTER_RECORD_ID | integer |
None. |
|
strINVESTOR_ID | string |
None. |
|
strINVESTORRECORD_ID | string |
None. |
|
INVESTOR_CLIENT_REFERENCE_ID | string |
None. |
|
INVESTOR_US_TAX_CLASSIFICATION_NAME | string |
None. |
|
INVESTOR_US_TAX_CLASSIFICATION_ID | integer |
None. |
|
INVESTOR_LOCAL_TAX_CLASSIFICATION_ID | integer |
None. |
|
INVESTOR_LOCAL_TAX_STATUS | string |
None. |
|
INVESTOR_LOCAL_TAX_STATUS_NAME | string |
None. |
|
INVESTOR_TIN_COUNTRY_1_ID | integer |
None. |
|
INVESTOR_TAX_RECIDENCY_1 | string |
None. |
|
INVESTOR_TIN_COUNTRY_1_NAME | string |
None. |
|
INVESTOR_TIN_COUNTRY_2_ID | integer |
None. |
|
INVESTOR_TAX_RECIDENCY_2 | string |
None. |
|
INVESTOR_TIN_COUNTRY_2_NAME | string |
None. |
|
ENTITY_GIIN | string |
None. |
|
ENTITY_ADDRESS_NUMBER_STREET | string |
None. |
|
ENTITY_ADDRESS_LINE_TWO | string |
None. |
|
ENTITY_ADDRESS_CITY | string |
None. |
|
ENTITY_ADDRESS_STATE | string |
None. |
|
ENTITY_ADDRESS_POST_CODE | string |
None. |
|
ENTITY_ADDRESS_COUNTRY_ID | integer |
None. |
|
ENTITY_ADDRESS_COUNTRY_NAME | string |
None. |
|
INVESTOR_ENTITY_FULL_ADDRESS | string |
None. |
|
ENTITY_CLIENT_REFERENCE_ID | string |
None. |
|
ENTITY_US_TAX_CLASSIFICATION_NAME | string |
None. |
|
ENTITY_US_TAX_CLASSIFICATION_ID | integer |
None. |
|
ENTITY_LOCAL_TAX_CLASSIFICATION_ID | integer |
None. |
|
ENTITY_LOCAL_TAX_STATUS | string |
None. |
|
ENTITY_LOCAL_TAX_STATUS_NAME | string |
None. |
|
ENTITY_TIN_COUNTRY_1_ID | integer |
None. |
|
ENTITY_TAX_RECIDENCY_1 | string |
None. |
|
ENTITY_TIN_COUNTRY_1_NAME | string |
None. |
|
IsFromView | boolean |
None. |
|
WithholdingName | string |
None. |
|
ShapeFullPath | string |
None. |
|
InvestorFullName | string |
None. |
|
GroupEntityFullName | string |
None. |
|
ENTITY_INVESTMENT_CATEGORY_ID | integer |
None. |
|
ENTITY_INVESTMENT_CATEGORY_NAME | string |
None. |
|
ENTITY_INVESTMENT_CATEGORY_ColorCode | string |
None. |
|
InvestmentCategoryColorCode | string |
None. |
|
InvestmentCategoryName | string |
None. |
|
ENTITY_LOB_CODE | string |
None. |
|
INVESTOR_LOB_CODE | string |
None. |
|
INVESTOR_ENTITY_LOB_CODE | string |
None. |
|
INVESTOR_ENTITY_GIIN | string |
None. |
|
ENTITY_US_EIN | string |
None. |
|
INVESTOR_US_ITIN | string |
None. |
|
INVESTOR_ENTITY_US_TIN | string |
None. |
|
ENTITY_TIN_1 | string |
None. |
|
INVESTOR_TIN_1 | string |
None. |
|
INVESTOR_ENTITY_TIN_1 | string |
None. |
|
ENTITY_CHAPTER_3_STATUS_CODE | string |
None. |
|
ENTITY_CHAPTER_4_STATUS_CODE | string |
None. |
|
INVESTOR_CHAPTER_3_STATUS_CODE | string |
None. |
|
INVESTOR_CHAPTER_4_STATUS_CODE | string |
None. |
|
INVESTOR_ENTITY_CHAPTER_3_STATUS_CODE | string |
None. |
|
INVESTOR_ENTITY_CHAPTER_4_STATUS_CODE | string |
None. |
|
INVESTOR_ENTITY_TIN_COUNTRY_1_Name | string |
None. |
|
INVESTOR_ADDRESS_COUNTRY_NAME | string |
None. |
|
ENTITY_FORM_TYPE_NAME | string |
None. |
|
INVESTOR_FORM_TYPE_NAME | string |
None. |
|
INVESTOR_ENTITY_FORM_TYPE_NAME | string |
None. |
|
EntityWithholdingName | string |
None. |
|
EntityDateOfAllocation | string |
None. |
Request Formats
application/json, text/json
{ "Id": 1, "DATE_OF_ALLOCATION": "2025-06-23T12:59:18.5755476+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": "2025-06-23T12:59:18.5755476+00:00", "strCreatedOn": "sample string 56", "EBOR_RECORD_END_DT": "2025-06-23T12:59:18.5755476+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" }
application/x-www-form-urlencoded
Sample not available.
Response Information
Resource Description
BaseApiResponseName | Description | Type | Additional information |
---|---|---|---|
Success | boolean |
None. |
|
Message | Collection of string |
None. |
Response Formats
application/json, text/json
{ "Success": true, "Message": [ "sample string 1", "sample string 2" ] }