Account

The account endpoints allow you to retrieve, create and change user's account information.

APIDescription
GET api/Account/UserInfo

No documentation available.

POST api/Account/Logout

No documentation available.

GET api/Account/ManageInfo?returnUrl={returnUrl}&generateState={generateState}

No documentation available.

POST api/Account/ChangePassword

No documentation available.

POST api/Account/SetPassword

No documentation available.

POST api/Account/AddExternalLogin

No documentation available.

POST api/Account/RemoveLogin

No documentation available.

GET api/Account/ExternalLogin?provider={provider}&error={error}

No documentation available.

GET api/Account/ExternalLogins?returnUrl={returnUrl}&generateState={generateState}

No documentation available.

POST api/Account/ResetPassword

No documentation available.

GET api/Account/ResetCode?email={email}

No documentation available.

POST api/Account/ForgotPassword

No documentation available.

POST api/Account/SendCode?provider={provider}

No documentation available.

GET api/Account/Products?email={email}

Get a list of Product ID's for the specified user.

GET api/Account/InDepthProducts

Get a list of all In Depth Product ID's.

GET api/Account/UserName?userId={userId}

Get user's name.

GET api/Account/User?userId={userId}

Get user's basic info.

POST api/Account/RegisterExternal

No documentation available.

GET api/Account/ConfirmEmail?userId={userId}&code={code}

No documentation available.

POST api/Account?code={code}&isPersistent={isPersistent}&rememberBrowser={rememberBrowser}&provider={provider}

No documentation available.

FlowspringFactsheet

Used to retrieve the appropriate Flowspring Factsheets in PDF format

APIDescription
GET api/FlowspringFactsheet/mf/mspno/{docId}

Gets the Fund Flowspring Factsheet PDF by MSPNO

GET api/FlowspringFactsheet/nimue/mf/mspno/{docId}

Gets the Fund Flowspring Factsheet PDF by MSPNO from nimue bucket

GET api/FlowspringFactsheet/mf/portno/{docId}

Gets the Fund Flowspring Factsheet PDF by PORTNO

GET api/FlowspringFactsheet/US/ShareClass/{docId}

Gets the Share Class Flowspring Factsheet PDF

Manage

APIDescription
GET api/Manage/debugoauth

No documentation available.

GET api/Manage/debugoauth2?val={val}

No documentation available.

GET api/Manage/isauth2?val={val}

No documentation available.

GET api/Manage/isauth?val={val}

No documentation available.

POST api/Manage/PendingUsers

No documentation available.

POST api/Manage/Accounts

No documentation available.

POST api/Manage/Approve

No documentation available.

Export

Used to generate Excel Workbooks based on WorkbookId or WorkbookDocumentConfigurationId

APIDescription
POST api/Export/excellegacy/{workbookDocumentConfigurationId}/{isFullWorkbook}

Use this endpoint to generate a legacy Excel Workbook (xls). To export the entire workbook, pass in the current workbookDocumentConfigurationId and "true" for isFullWorkbook. To export a single Report, pass in the workbookDocumentConfigurationId and "false" for isFullWorkbook. To export the current executed UNSAVED Grid, pass in 0 for workbookDocumentConfigurationId, "false" for isFullWorkbook and valid criteriaAndOptions (QueryCriteria). To export multiple Reports, pass in the current workbookDocumentConfigurationId, "false" for isFullWorkbook and the Report Names as part of the Body options.sheets (String Array)

POST api/Export/excelformatted/{workbookDocumentConfigurationId}/{isFullWorkbook}

Use this endpoint to generate a Formatted Excel Workbook (xlsx). To export the entire workbook, pass in the current workbookDocumentConfigurationId and "true" for isFullWorkbook. To export a single Report, pass in the workbookDocumentConfigurationId and "false" for isFullWorkbook. To export the current executed UNSAVED Grid, pass in 0 for workbookDocumentConfigurationId, "false" for isFullWorkbook and valid criteriaAndOptions (QueryCriteria). To export multiple Reports, pass in the current workbookDocumentConfigurationId, "false" for isFullWorkbook and the Report Names as part of the Body options.sheets (String Array)

POST api/Export/excel/{workbookDocumentConfigurationId}/{isFullWorkbook}

Use this endpoint to generate a current Excel Workbook (xlsx). To export the entire workbook, pass in the current workbookDocumentConfigurationId and "true" for isFullWorkbook. To export a single Report, pass in the workbookDocumentConfigurationId and "false" for isFullWorkbook. To export the current executed UNSAVED Grid, pass in 0 for workbookDocumentConfigurationId, "false" for isFullWorkbook and valid criteriaAndOptions (QueryCriteria). To export multiple Reports, pass in the current workbookDocumentConfigurationId, "false" for isFullWorkbook and the Report Names as part of the Body options.sheets (String Array)

Claims

APIDescription
GET api/Claims

No documentation available.

Data

APIDescription
POST api/Data/Ping

Use this method to test that you have a valid claim which returns a 200 response.

POST api/Data/Sql

Queries the database based on a QueryCriteria object (Columns, Predicates, SortKeys, GroupKeys, RowFilters, Options, StartAt, Take, ProductId, EntityName). Returns an HttpResponseMessage with string SQL as Content

POST api/Data/Custom

Queries the database with specified Columns to return.

POST api/Data/Items

Queries the database for Columns to return.

GET api/Data/ReportConfiguration/{productId}/{configurationId}

Gets a Report Configuration object as JSON

GET api/Data/Report/{productId}/{configurationId}

Gets Report Data by Report ConfigurationId

GET api/Data/ReportWithColumnInfo/{productId}/{configurationId}

Gets Report Data and Column Info by Configuration Id

POST api/Data/ReportWithColumnInfoByQuery

Gets Report Data and Column Info by Query Criteria

POST api/Data/StackedGridReportData

Gets Report Data Rows by Stacked Grid Query Criteria

POST api/Data/Tester

No documentation available.

GET api/Data/Columns/{productId}/{configurationId}

Gets Available Data Items for a Dataset

GET api/Data/Type/{dataItemType}/{productId}/{configurationId}/{viewId}/{userType}

Gets Available Data Items for Report Configuration Menu

GET api/Data/filter/universes/{productId}

No documentation available.

POST api/Data/reports/{productId}/{workbookId}/{userId}

No documentation available.

POST api/Data

Queries the database based on a QueryCriteria object (Columns, Predicates, SortKeys, GroupKeys, RowFilters, Options, StartAt, Take, ProductId, EntityName). Returns a list of records based on the Columns provided

DataSet

APIDescription
POST api/DataSet/Date?productId={productId}

Gets the release date of the provided Dataset.

POST api/DataSet/DateExtended?productId={productId}&pool={pool}

No documentation available.

POST api/DataSet/Dates

Gets the release dates of the provided Datasets.

POST api/DataSet/DatesExtended

Gets the release dates of the provided Datasets. include pools of data within a product such as MFAD (access data)

RetirementPlan

APIDescription
POST api/RetirementPlan

No documentation available.

RetirementFund

APIDescription
POST api/RetirementFund

No documentation available.

Workbook

APIDescription
POST api/Workbook

No documentation available.

Lookup

APIDescription
GET api/Lookup

No documentation available.

GlobalManager

APIDescription
POST api/GlobalManager

No documentation available.

Default

APIDescription
POST api/Default

No documentation available.

Values

APIDescription
GET api/Values

No documentation available.

GET api/Values/{id}

No documentation available.

POST api/Values

No documentation available.

PUT api/Values/{id}

No documentation available.

DELETE api/Values/{id}

No documentation available.

RetirementSearch

APIDescription
POST api/RetirementSearch

No documentation available.

DataObservation

APIDescription
POST api/DataObservation

No documentation available.

RetirementAdvisor

APIDescription
GET api/RetirementAdvisor

No documentation available.

POST api/RetirementAdvisor

No documentation available.

DocumentConverter

APIDescription
POST api/DocumentConverter

No documentation available.

USManager

APIDescription
POST api/USManager

No documentation available.