Account
The account endpoints allow you to retrieve, create and change user's account information.
FlowspringFactsheet
Used to retrieve the appropriate Flowspring Factsheets in PDF format
API | Description |
---|---|
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
API | Description |
---|---|
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
API | Description |
---|---|
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
API | Description |
---|---|
GET api/Claims |
No documentation available. |
Data
API | Description |
---|---|
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
API | Description |
---|---|
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
API | Description |
---|---|
POST api/RetirementPlan |
No documentation available. |
RetirementFund
API | Description |
---|---|
POST api/RetirementFund |
No documentation available. |
Workbook
API | Description |
---|---|
POST api/Workbook |
No documentation available. |
Lookup
API | Description |
---|---|
GET api/Lookup |
No documentation available. |
GlobalManager
API | Description |
---|---|
POST api/GlobalManager |
No documentation available. |
Default
API | Description |
---|---|
POST api/Default |
No documentation available. |
Values
API | Description |
---|---|
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
API | Description |
---|---|
POST api/RetirementSearch |
No documentation available. |
DataObservation
API | Description |
---|---|
POST api/DataObservation |
No documentation available. |
RetirementAdvisor
API | Description |
---|---|
GET api/RetirementAdvisor |
No documentation available. |
POST api/RetirementAdvisor |
No documentation available. |
DocumentConverter
API | Description |
---|---|
POST api/DocumentConverter |
No documentation available. |
USManager
API | Description |
---|---|
POST api/USManager |
No documentation available. |