This Postman Collection includes the following endpoints and operations:
| Step | Task | API | API Endpoint/Operation |
|---|---|---|---|
| 1 | Create a new Investor | REST API | POST /api/v1/persons |
| 2 | Authenticate an Investor SSO | DataConnect API | <SESSIONAUTHRQ> |
| Authenticate an Investor SAML SSO | DataConnect API | <SAMLAUTHRQ> | |
| 3 | Retrieve Positions for an Investor | REST API | POST /api/v1/positions |
| 4 | Retrieve Transactions for an Investor | REST API | POST /api/v1/transactions |
| 5 | Retrieve Data for All Investors - Step 1 | DataConnect API | <DATAGETRQ_A> |
| 6 | Retrieve Data for All Investors - Step 2 | DataConnect API | <DATACLAIMRQ> |
Additional Documentation
If you're looking for detailed documentation on the APIs, please refer to one of the PDF User Guides below:
- Complete REST API Guide
- Complete DataConnect API Guide