Vault
Get Account Details API
Description Retrieve the system specific details for an account Security Logged in user has account API permissions URL GET http://exampleserver.com/api/{system}/{accountId}?calculationDate=date Parameters system: [Required, part of URL] One of (case ...
Get Account Type API
Description Get details for a specific account type Security Get details for a specific account type URL GET http://exampleserver.com/api/ accountTypes/{ accountTypeId} Parameters accountTypeId: [Required, part of URL] accountType to retrieve ...
Get All Account Types API
Description Get a list of all account types in the system Security Logged in user has account type API permissions URL GET http://exampleserver.com/api/ accountTypes? accountTypeCode={accountTypeCode}&description={description}&activeOnly={false} ...
Get Account Transactions API
Description Retrieve the transactions for an account Security Logged in user has account API permissions URL GET ...
Update Account API
Description Update the details of a specific account. Security Logged in user has account API permissions URL PATCH http://exampleserver.com/api/v3/Accounts/{account_id} Parameters Model Field Type Description description String (optional) The ...
Search Accounts API
Description Search for accounts matching criteria Security Logged in user has account API permissions URL GET http://exampleserver.com/api/accounts?code={code}&activeOnly={false}&clientId={clientId}&system={system}&openOnly={false} Parameters code: ...
Update Client API
Description Update the details of a specific client Security Logged in user has client API permissions URL PATCH http://exampleserver.com/api/v3/Clients/{client_id} Parameters Model Field Type Description actualAddress String (optional) The client's ...
Create Client API
Description Add a new client Security Logged in user has client API permissions URL POST http://example.com/api/clients/createClient Parameters TBC Response Create Client Request Field Type Description code String The client code name String The ...
Get Client API
Description Get details for a specific client Security Logged in user has client API permissions URL GET http://exampleserver.com/api/v6/clients/{clientId} Parameters clientId: [Required, part of URL] client to retrieve Response ClientDto Field Type ...
Get All Clients API
Description Get a list of all clients in the system Security Logged in user has client API permissions URL GET http://exampleserver.com/api/v6/clients?clientCode={clientCode}&clientName={clientName}&activeOnly={false}&groupCode={groupCode} Parameters ...
Get All Interest Profiles API
Description Get a list of all interest profiles in the system Security Logged in user has interest profile API permissions URL GET http://exampleserver.com/api/ interestProfiles? ...
Get Interest Profile API
Description Get details for a specific interest profile Security Logged in user has interest profile API permissions URL GET http://exampleserver.com/api/ interestProfiles/{ interestProfileId} Parameters interestProfileId: [Required, part of URL] ...
Create Interest Profile API
Description Add a new interest profile Security Logged in user has client API permissions URL POST http://example.com/api/interestProfiles/CreateInterestProfile Parameters CreateInterestProfileRequest Field Type Description code String The interest ...
Create Variable Loan Account API
Description Add a new variable loan Security Logged in user has client API permissions URL POST http://example.com/api/accounts/CreateVariableLoanAccount Parameters CreateVariableLoanAccountRequest Field Type Description code String The account code ...
Get Lease Model Cost Instalment API
Description Get details on the quote based on the search parameters Security Logged in user has quote API permissions URL GET ...