Portfolio Management

• X-Kony-Authorization
• X-Kony-ReportingParams

Parameters

customerID (Mandatory)

Specifies the ID of the customer

graphDuration (Mandatory)

Specifies the time period

{
"customerID":"100777",
"graphDuration":"OneY"
}

Parameters

/unRealizedPL (Mandatory)

Specifies the profit or loss notation

/referenceCurrency (Mandatory)

Specifies the customer’s reference currency

/marketValue (Mandatory)

Specifies the total value

/graphDuration (Mandatory)

Specifies the time period array

/AMOUNT (Mandatory)

Specifies the total amount

/TIMESTAMP (Mandatory)

Specifies the date and time value

/PERCENTAGE (Mandatory)

Specifies the change percentage

/PortfolioID (Mandatory)

Specifies the ID field of the customer’s portfolio

/todayPLAmount (Mandatory)

Specifies the profit or loss on an open position comparing the current market price with the previous closing price.

/unRealizedPLPercentage (Mandatory)

Specifies the percentage change in the current profit or loss on any open positions

/unRealizedPLAmount (Mandatory)

Specifies the current profit or loss on any open positions

/todayPL (Mandatory)

Specifies the profit or loss notation.

/customerID (Mandatory)

Specifies the ID of the customer

/todayPLPercentage (Mandatory)

Specifies the percentage change of the profit or loss on an open position comparing the current market price with the previous closing price.

{
    "unRealizedPL": "L",
    "referenceCurrency": "USD",
    "marketValue": "1001342.91",
    "todayPLAmount": "",
    "unRealizedPLPercentage": "52.35",
    "unRealizedPLAmount": "1100000.0",
    "todayPL": "",
    "opstatus": 0,
    "performanceValue": "-58.19",
    "performance": "YTD",
    "todayPLPercentage": "",
    "httpStatusCode": 200,
    "graphDuration": [
        {
            "AMOUNT": "-500000.00",
            "TIMESTAMP": "2023-01-01",
            "PERCENTAGE": "0.00"
        },
        {
            "AMOUNT": "-500000.00",
            "TIMESTAMP": "2023-01-31",
            "PERCENTAGE": "0.00"
        },
        {
            "AMOUNT": "-500000.00",
            "TIMESTAMP": "2023-02-28",
            "PERCENTAGE": "0.00"
        },
        {
            "AMOUNT": "-500000.00",
            "TIMESTAMP": "2023-03-31",
            "PERCENTAGE": "0.00"
        },
        {
            "AMOUNT": "1442102.91",
            "TIMESTAMP": "2023-04-30",
            "PERCENTAGE": "-39.79"
        },
        {
            "AMOUNT": "1442102.91",
            "TIMESTAMP": "2023-05-31",
            "PERCENTAGE": "0.00"
        },
        {
            "AMOUNT": "1442102.91",
            "TIMESTAMP": "2023-06-30",
            "PERCENTAGE": "0.00"
        },
        {
            "AMOUNT": "1442102.91",
            "TIMESTAMP": "2023-07-31",
            "PERCENTAGE": "0.00"
        },
        {
            "AMOUNT": "1442102.91",
            "TIMESTAMP": "2023-08-31",
            "PERCENTAGE": "0.00"
        },
        {
            "AMOUNT": "2101342.91",
            "TIMESTAMP": "2023-09-30",
            "PERCENTAGE": "45.71"
        },
        {
            "AMOUNT": "2101342.91",
            "TIMESTAMP": "2023-10-31",
            "PERCENTAGE": "0.00"
        }
    ]
}
     
   

• X-Kony-Authorization
• X-Kony-ReportingParams

Parameters

customerID (Mandatory)

Specifies the ID of the customer

{
"customerID":"100271"
}

• Transact
• Wealth Front Office (FO)

• X-Kony-Authorization
• X-Kony-ReportingParams

Parameters

customerID (Mandatory)

Specifies the Customer ID

{
"customerID":"100271"
}

Parameters

/totalAssetValue (Mandatory)

Specifies the total value of the assets

/AssetList (Mandatory)

Specifies the JSON object with asset array and the currency

/assets (Mandatory)

Specifies the JSON array that contains the asset details.

/referenceCurrency (Mandatory)

Specifies the customer’s currency

/assetGroup (Mandatory)

Specifies the class names of the asset

/marketValue (Mandatory)

Specifies the total value of the respective asset class

/customerID (Mandatory)

Specifies the ID of the customer

{
    "opstatus":0,"AssetList":
    {
        "referenceCurrency":"USD",
        "assets":[
        {
            "assetGroup":"Stocks",
            "marketValue":"45155.82"
        }
,
        {
            "assetGroup":"Funds",
            "marketValue":"5631.12"
        }
,
        {
            "assetGroup":"Cash",
            "marketValue":"30075.06"
        }
],"customerID":"100777",
        "totalAssetValue":"80862.03",
        "opstatus":"0",
        "httpStatusCode":"200"
    }
,"opstatus_getAssetListMock":0,"httpStatusCode":"200"

• X-Kony-Authorization
• X-Kony-ReportingParams

Parameters

customerID (Mandatory)

ID of the customer

{
"customerID":"100271"
}

Parameters

/orderType (Mandatory)

Specifies the transaction type such as buy or sell

/quantity (Mandatory)

Specifies the trading units

/instrumentID (Mandatory)

Specifies the instrument ID

/description (Mandatory)

Specifies the name of the instrument

/tradeDate (Mandatory)

Specifies the date on which the instrument is bought or sold

/marketvalue (Mandatory)

Specifies the total value of the portfolio

{

    "recentActivity": [

        {

            "orderType": "Buy",

            "quantity": "1000",

            "instrumentID": "100102-000",

            "description": "UK MUTUAL FUND",

            "tradeDate": "2021-08-16T00:00:00"

        },

        {

            "orderType": "Buy",

            "quantity": "100",

            "instrumentID": "100102-000",

            "description": "UK MUTUAL FUND",

            "tradeDate": "2021-04-15T00:00:00"

        }

    ],

    "opstatus_getDashboardRecentActivity": 0,

    "opstatus": 0,

    "httpStatusCode": 200,

    "status": "success"

}

• Transact
• Wealth Front Office (FO)

• X-Kony-Authorization
• X-Kony-ReportingParams

Parameters

None

Parameters

/SimpleDataResult (Mandatory)

Specifies the response object

/ItemResponse (Mandatory)

Specifies an array of ItemResponse

/Item (Mandatory)

Specifies an array of item

/Fields (Mandatory)

Specifies the field object

/Field (Mandatory)

Specfies the JSON array of fields

/DataType (Mandatory)

Specifies the one of Int8, UInt8, Int16, UInt16, Int32, UInt32, Int64, UInt64, Float, Double, Date, Time, DateTime, Utf8String, RmtesString, AsciiString, and Binary.

/Name (Mandatory)

Specifies the name of the field

/Utf8String / Double / Int32 (Mandatory)

This parameter depends on the datatype in the field.

{

    "GetSimpleData_Response_2": {

        "SimpleDataResult": {

            "ItemResponse": [

                {

                    "Item": [

                        {

                            "Status": {

                                "StatusMsg": "OK",

                                "StatusCode": 0

                            },

                            "Fields": {

                                "Field": [

                                    {

                                        "Utf8String": "DJ INDU AVE",

                                        "DataType": "Utf8String",

                                        "Name": "DSPLY_NAME"

                                    },

                                    {

                                        "DataType": "Double",

                                        "Double": 35100,

                                        "Name": "CF_LAST"

                                    },

                                    {

                                        "Utf8String": "DJ INDU AVERG",

                                        "DataType": "Utf8String",

                                        "Name": "CF_NAME"

                                    },

                                    {

                                        "Utf8String": "USD",

                                        "DataType": "Utf8String",

                                        "Name": "CF_CURRENCY"

                                    },

                                    {

                                        "Int32": 0,

                                        "DataType": "Int32",

                                        "Name": "MSG_TYPE"

                                    }

                                ]

                            }

                        }                       

                    ]

                }

            ]

        }

    },

    "opstatus": 0,

    "opstatus_getDailyMarket": 0,

    "httpStatusCode": 200

}

• X-Kony-Authorization
• X-Kony-ReportingParams

Parameters

Topic (Mandatory)

Specifies the topic ID

{
"Topic":"OLUSBUS"
}

Parameters

/GetSummaryByTopic_Response_1 (Mandatory)

Specifies the response object

/StoryMLResponse (Mandatory)

Specifies the story ML object

/STORYML (Mandatory)

Specifies the array of HLs

/HL (Mandatory)

Specifies the news object

/TE (Mandatory)

Specifies the story

/RT (Mandatory)

Specifies the news item revision item

/PR (Mandatory)

Specifies the news item provIDer

/HT (Mandatory)

Specifies the news item headline

/ID (Mandatory)

Specifies the global Unique ID

{

    "GetSummaryByTopic_Response_1": {

        "StoryMLResponse": {

            "Status": {

                "StatusMsg": "OK",

                "StatusCode": 0

            },

            "STORYML": {

                "HL": [

                   

                    {

                        "ST": "Usable",

                        "RT": "2021-09-08T06:50:48-00:00",

                        "PR": "onlinereport.com",

                        "LN": "en",

                        "TY": "story",

                        "LT": "2021-09-08T06:51:44-00:00",

                        "HT": "German share price index DAX graph is pictured at the stock exchange in Frankfurt",

                        "space": "preserve",

                        "CT": "2021-09-08T06:50:48-00:00",

                        "TE": "<Origin Href=\"StoryRef\">urn:newsml:onlinereport.com:20210908:nRTROPT20210908065048KBN2G40I5</Origin> <Origin Href=\"contentRef\">2021-09-08T065048Z_1_LYNXMPEH8708S_RTROPTP_1_EUROPE-STOCKS.JPG</Origin> <Origin Href=\"ViewRef\">2021-09-08T065048Z_1_LYNXMPEH8708S_RTROPTP_2_EUROPE-STOCKS.JPG</Origin> <Origin Href=\"BaseRef\">2021-09-08T065048Z_1_LYNXMPEH8708S_RTROPTP_3_EUROPE-STOCKS.JPG</Origin> <Origin Href=\"StoryTitle\">Marketmind: Time to join the green bond gang</Origin> <Origin Href=\"StoryCreationDate\">20210908T065048+0000</Origin> <Origin Href=\"ImageCreationDate\">20210908T065048+0000</Origin> <Origin Href=\"ChannelCode\">OLUSBUS</Origin> <Origin Href=\"LinkTitle\">Reuters US Online Report Business News</Origin>\nFILE PHOTO: The German share price index DAX graph is pictured at the stock exchange in Frankfurt, Germany, September 7, 2021. REUTERS/Staff",

                        "RE": 1,

                        "AT": "IDS",

                        "PE": "7257 99999",

                        "STORY_PE": "7257 99999",

                        "TN": 1,

                        "ID": "urn:newsml:onlinereport.com:20210908:nRTROPT20210908065048LYNXMPEH8708S",

                        "TO": "OLUSBUS_US BIZ OLUSBUS STX EUROP FINS OLUSBUS_SPO I FIN OLRPIX PICT",

                        "UR": 4,

                        "SR": {

                            "Origin": [

                                {

                                    "Type": "StoryRef",

                                    "Value": "urn:newsml:onlinereport.com:20210908:nRTROPT20210908065048KBN2G40I5"

                                },

                                {

                                    "Type": "ChannelCode",

                                    "Value": "OLUSBUS"

                                },

                                {

                                    "Type": "LinkTitle",

                                    "Value": "Reuters US Online Report Business News"

                                }

                            ]

                        }

                    }

                ]

            }

        }

    },

    "opstatus": 0,

    "totalCount": 10,

    "httpStatusCode": 200,

    "opstatus_getTopMarketNews": 0

}

• X-Kony-Authorization
• X-Kony-ReportingParams

Parameters

portfolioID (Mandatory)

Specifies the ID field of the customer’s portfolio.

navPage (Mandatory)

This parameter is used to download the field names.

graphDuration (Mandatory)

Specifies the time period

{
    "portfolioId": "190345-3",
    "navPage": "Portfolio"
}

• Transact
• Wealth Front Office (FO)

• X-Kony-Authorization
• X-Kony-ReportingParams

Parameters

portfolioID (Mandatory)

Specifies the ID of the customer’s portfolio

{
    "portfolioID": "100292-1"
}

Parameters

/referenceCurrency (Mandatory)

Specifies the customer’s currency

/assets (Mandatory)

Specifies the JSON array containing the asset details.

/assetGroup (Mandatory)

Specifies the class names of the asset

/marketValue (Mandatory)

Specifies the total value of the respective asset class

/totalMarketValue (Mandatory)

Specifies the total of the market value of all the asset classes

{

    "referenceCurrency": "CHF",

    "assets": [

        {

            "assetGroup": "Shares",

            "marketValue": "59247666.97"

        },

        {

            "assetGroup": "Bonds",

            "marketValue": "31092.45"

        },

        {

            "assetGroup": "Exch Trd Fut",

            "marketValue": "-13149.78"

        },

        {

            "assetGroup": "Derivatives",

            "marketValue": "6194.34"

        },

        {

            "assetGroup": "Monetary Paper",

            "marketValue": "2455.50"

        }

    ],

    "totalMarketValue": "5.927425948000001E7",

    "opstatus": 0,

    "httpStatusCode": "200",

    "status": "success",

    "opstatus_getAssetAllocation": 0

}

• Transact
• Wealth Front Office (FO)

• X-Kony-Authorization
• X-Kony-ReportingParam

Parameters

portfolioID (Mandatory)

Specifies the ID of customer’s portfolio

{
    "portfolioID": "100292-1"
}
 

• Transact
• Wealth Front Office (FO)

• X-Kony-Authorization
• X-Kony-ReportingParams

Parameters

portfolioID (Mandatory)

Specifies the ID of the customer’s portfolio.

sortBy (Optional)

Specifies the field on which the sort needs to be performed

navPage (Mandatory)

This parameter is used to set the field names and retrieve the response from the respected services.

/userID (Optional)

Specifies the customer ID

/fieldOrder (Optional)

Specifies the order of the fields

pageSize (Optional)

Specifies the number of records that are to be returned by the service

pageOffset (Optional)

Specifies the index of the starting record

sortOrder (Optional)

Specifies the order used for sorting such as ascending or descending

isEuro (Optional)

Specifies whether the currency is Euro or not

startDate (Optional)

Specifies the date from when the records are to be retrieved for the customer

endDate (Optional)

Specifies the date until when the records are to be retrieved for the customer

accountID (Optional)

Specifies the account ID of the customer (for account activity report)

listType (Optional)

Specifies the type of list to be fetched

dateFrom (Optional)

Specfies the date from when the records are to be retrieved for the customer.

dateTo (Optional)

Specifies the date until when the records are to be retrieved for the customer.

orderID (Optional)

Specifies the order reference ID of the order

type (Optional)

Specifies the type of orders to be fetched

duration (Optional)

Specifies the time period

benchMarkIndex (Optional)

Specifies the market indices created by using multiple instruments of the market/sector.

currencyID (Optional)

Specifies the reference currency of the customer

Holdings :

{"portfolioID":"100273-1","userID":9368711350,"fieldOrder":"0,1,2,3,4,5","navPage":"Holdings","sortBy":"description","pageSize":10,"pageOffset":0,"sortOrder":"ASC","isEuro":"isEuro"}

Transactions :

{"portfolioID":"100273-1","navPage":"Transactions","sortBy":"tradeDate","pageSize":10,"pageOffset":0,"startDate":"2020-02-19","endDate":"2021-08-19","sortOrder":"DESC","isEuro":"isEuro"}

Account Activity:

{"portfolioID":"100273-1","navPage":"Accounts Activity","sortBy":"bookingDate","accountID":11098,"listType":"SEARCH","pageOffset":0,"pageSize":10,"sortOrder":"DESC","dateFrom":20210219,"dateTo":20210819,"isEuro":"isEuro"}

Open Orders :

{"portfolioID":"100285-1","navPage":"Open Order","sortBy":"tradeDate","pageSize":10,"orderID":"","pageOffset":0,"sortOrder":"DESC","type":"Open","startDate":"2021-07-20","endDate":"2021-08-19","isEuro":"isEuro"}

History Orders : 

{"portfolioID":"100273-1","navPage":"History Order","sortBy":"tradeDate","pageSize":10,"orderID":"","pageOffset":0,"sortOrder":"DESC","type":"History","startDate":"2021-08-22","endDate":"2021-09-21","isEuro":"isEuro"}

Performance:

{"portfolioID":"100271-1","navPage":"Performance","sortBy":"dateTime","sortOrder":"DESC","pageSize":10,"pageOffset":0,"dateFrom":20200819,"dateTo":20210819,"duration":"OneY","benchMarkIndex":" ","isEuro":"isEuro","currencyID":"CHF"}

 

Parameters

/base64 (Mandatory)

Specifies the base64 encoded PDF

{

    "base64": "JVBERi0xLjcKJeLjz9MKNSAwIG9iago8PC9GaWx0ZXIvRmxhdGVEZWNvZGUvTGVuZ3RoIDE5NTY+PnN0cmVhbQp4nKWZW1PcOhLH3+dT6GFqi/OA0F3",

    "opstatus": 0,

    "httpStatusCode": "200"

}

• X-Kony-Authorization
• X-Kony-ReportingParams

Parameters

portfolioID (Mandatory)

Specifies the ID field of the customer’s portfolio

navPage (Mandatory)

This parameter is used to download the field names

sortBy (Mandatory)

Specifies the field on which the sort needs to be performed

/userID (Optional)

Specifies the customer ID

/fieldOrder (Optional)

Specifies the order of the fields

sortOrder (Optional)

Specifies the order used for sorting such as ascending or descending

pageSize (Optional)

Specifies the number of records that are to be returned by the service

pageOffset (Optional)

Specifies the index of the starting record

isEuro (Optional)

Specifies whether the currency is Euro or not

{
    "portfolioId": "660012-5",
    "userId": 3343013328,
    "fieldOrder": "fieldOrder",
    "navPage": "Holdings",
    "sortBy": "description",
    "pageSize": 20,
    "pageOffset": 0,
    "sortOrder": "DSC",
    "isEuro": "isEuro",
    "downloadFormat": "downloadFormat",
    "isIncludeOrders": "false"
}

• Transact
• Wealth Front Office (FO)

• X-Kony-Authorization
• X-Kony-ReportingParams

Parameters

portfolioID (Mandatory)

Specifies the ID field of the customer’s portfolio

startDate (Mandatory)

Specifies the date from when the records are to be retrieved for the customer

endDate (Mandatory)

Specifies the date until when the records are to be retrieved for the customer

sortBy (Mandatory)

Specifies the field on which the sort needs to be performed

/userID (Optional)

Specifies the customer ID

/fieldOrder (Optional)

Specifies the order of the fields

sortOrder (Optional)

Specifies the order used for sorting such as ascending or descending

isEuro (Optional)

Specifies whether the currency is Euro or not

pageSize (Optional)

Specifies the number of records that are to be returned

pageOffset (Optional)

Specifies the index of the starting record

navPage (Mandatory)

This parameter is used to download the field names.

{
"portfolioID": "100285-1",
"userID": 7312057965,
"fieldOrder": "fieldOrder",
"navPage": "Holdings",
"sortBy": "description",
"pageSize": 10,
"pageOffset": 0,
"sortOrder": "ASC",
"isEuro": "isEuro",
"startDate": "2019-01-01",
"endDate": "2021-09-09"
}

• Transact
• Wealth Front Office (FO)

• X-Kony-Authorization
• X-Kony-ReportingParams

Parameters

portfolioID (Mandatory)

Specifies the ID field of the customer’s portfolio

dateFrom (Mandatory)

Specifies the date from when the records are to be retrieved for the customer

dateTo (Mandatory)

Specifies the date until when the records are to be retrieved for the customer

sortBy (Mandatory)

Specifies the field on which the sort needs to be performed

isEuro (Optional)

Specifies whether the currency is Euro or not

sortOrder (Optional)

Specifies the order used for sorting such as ascending or descending

pageSize (Optional)

Specifies the number of records to be returned

pageOffset (Optional)

Specifies the index of the starting record

navPage (Mandatory)

This parameter is used for downloads to get the field names.

listType (Mandatory)

Specifies the type of list to be fetched

accountID (Mandatory)

Specifies the account ID of the customer

{
    "portfolioID": "100271-1",
    "navPage": "Accounts Activity",
    "sortBy": "amount",

    "accountID": 14389,
    "listType": "SEARCH",
    "pageOffset": 0,
    "pageSize": 10,

    "sortOrder": "DESC",
    "dateFrom": 20210219,
    "dateTo": 20210819,
    "isEuro": "isEuro"
}

• Transact
• Wealth Front Office (FO)

• X-Kony-Authorization
• X-Kony-ReportingParams

Parameters

portfolioID (Mandatory)

Specifies the ID of the portfolio

sortBy (Mandatory)

Specifies the field on which the sort needs to be performed

navPage (Mandatory)

This parameter is used for downloads to get the field names.

pageSize (Optional)

Specifies the number of records to be returned

pageOffset (Optional)

Specifies the index of the starting record

sortOrder (Optional)

Specifies the order used for sorting such as ascending or descending

isEuro (Optional)

Specifies whether the currency is Euro or not

startDate (Mandatory)

Specifies the date from when the records are to be retrieved for the customer

endDate (Mandatory)

Specifies the date until when the records are to be retrieved for the customer

orderID (Mandatory)

Specifies the unique order reference ID

type (Mandatory)

Specifies the order type such as open or history

searchByInstrumentName (Mandatory)

Specifies the value on which the search needs to be performed

Open Order:

{
    "portfolioID": "100271-1",
    "navPage": "Open Order",
    "sortBy": "tradeDate",
    "pageSize": 10,

    "orderID": "",
    "pageOffset": 0,
    "sortOrder": "DESC",
    "type": "Open",
    "isEuro": "isEuro"
}

History Order:

{
    "portfolioID": "100292-1",
    "navPage": "History Order",
    "sortBy": "tradeDate",

    "searchByInstrumentName": "Ama",
    "pageSize": 10,
    "orderID": "",

    "pageOffset": 0,
    "sortOrder": "DESC",
    "type": "History",
    "startDate": "2021-03-03",

    "endDate": "2021-08-31",
    "isEuro": "isEuro"
}

• Transact
• Wealth Front Office (FO)

• X-Kony-Authorization
• X-Kony-ReportingParams

Parameters

portfolioID (Mandatory)

Specifies the ID of the customer’s portfolio

sortBy (Optional)

Specifies the field on which the sort needs to be performed

navPage (Mandatory)

This parameter is used for downloads to get the field names.

dateFrom (Mandatory)

Specifies the date from when the records are to be retrieved for the customer

dateTo (Mandatory)

Specifies the date until when the records are to be retrieved for the customer

pageSize (Optional)

Specifies the number of records to be returned

pageOffset (Optional)

Specifies the index of the starting record

sortOrder (Optional)

Specifies the order used for sorting such as ascending or descending

isEuro (Optional)

Specifies whether the currency is Euro or not

duration (Mandatory)

Specifies the time period

benchMarkIndex (Mandatory)

Specifies the market indices that are created by using multiple instruments of the market or sector

currencyID (Optional)

Specifies the reference currency of the customer

{
    "portfolioID": "100271-1",
    "navPage": "Performance",
    "sortBy": "dateTime",

    "sortOrder": "DESC",
    "pageSize": 10,
    "pageOffset": 0,
    "dateFrom": 20200819,
    "dateTo": 20210819,

    "duration": "OneY",
    "benchMarkIndex": " ",
    "isEuro": "isEuro",
    "currencyID": "USD"
}

Parameters

/benchMarkID (Mandatory)

Specifies the unique ID for benchmark

/benchMark (Mandatory)

Specifies the market indices that are created by using multiple instruments of the market or sector

/dateTime (Mandatory)

Specifies the date and time on which the value was recorded

/portfolioReturn (Mandatory)

Specifies the portfolio value as on the date

/benchMarkIndex (Mandatory)

Specifies the benchmark return as of on the current date

/percentageChange (Mandatory)

Specifies the portfolio return as of on the current date

/timeWeighted (Mandatory)

The time-weighted rate of return is a measure of the compound rate of growth in a portfolio.

/netDeposit (Mandatory)

Specifies the net deposit value of the portfolio

/moneyWeighted (Mandatory)

The Money-weighted rate of return is a measure of the performance of an investment.

/pl (Mandatory)

Specifies the profit and loss for the selected time period

/initialValue (Mandatory)

Specifies the initial value of the portfolio for the selected time period

/currentValue (Mandatory)

Specifies the current value of the portfolio for the selected time period

/feesAndTax (Mandatory)

Specifies the total amount of fees and taxes collected in the portfolio

/selectedBenchMark (Optional)

Specifies the selected benchmark

{

    "referenceCurrency": "USD",

    "benchMarkList": [

        {

            "benchMarkID": "2001",

            "benchMark": "BM_MP1"

        }

    ],

    "pageSize": "10",

    "sortedMonthlyOverview": [

        {

            "dateTime": "20210913",

            "portfolioReturn": "1.11790180652E9",

            "benchMarkIndex": "0.00",

            "percentageChange": "-0.21"

        },

        {

            "dateTime": "20210831",

            "portfolioReturn": "1.11790180652E9",

            "benchMarkIndex": "0.00",

            "percentageChange": "-0.21"

        }

    ],

    "totalCount": 6,

    "performanceList": {

        "timeWeighted": "-0.2139774",

        "netDeposit": "1.12029899288E9",

        "moneyWeighted": "",

        "pl": "-2397186.36",

        "initialValue": "0",

        "currentValue": "1.11790180652E9",

        "feesAndTax": "0"

    },

    "portfolioID": "100285-1",

    "monthlyOverview": [

        {

            "dateTime": "20210831",

            "portfolioReturn": "1.11790180652E9",

            "benchMarkIndex": "0.00",

            "percentageChange": "-0.21"

        },

        {

            "dateTime": "20210913",

            "portfolioReturn": "1.11790180652E9",

            "benchMarkIndex": "0.00",

            "percentageChange": "-0.21"

        }

    ],

    "sortOrder": "DESC",

    "pageOffset": "0",

    "opstatus": 0,

    "sortBy": "dateTime",

    "selectedBenchMark": "BM_MP1",

    "httpStatusCode": 200,

    "status": "success"

}

• X-Kony-Authorization
• X-Kony-ReportingParams

Parameters

portfolioID (Mandatory)

ID of customer’s portfolio

sortBy (Optional)

Specifies the field on which the sort needs to be performed

navPage (Mandatory)

This parameter is used for downloads to get the field names.

userID (Mandatory)

Specifies the Customer ID

/fieldOrder (Mandatory)

Specifies the order of the fields

pageSize (Optional)

Specifies the number of records to be returned

pageOffset (Optional)

Specifies the index of the starting record

sortOrder (Optional)

Specifies the order used for sorting such as ascending or descending

isEuro (Optional)

Specifies whether the currency is Euro or not

{
    "portfolioID": "100285-1",
    "userID": 1,
    "fieldOrder": "fieldOrder",

    "navPage": "Holdings",
    "sortBy": "description",
    "pageSize": 10,

    "pageOffset": 0,
    "sortOrder": "ASC",
    "isEuro": "isEuro"
}

Parameters

/lastmodifiedts (Mandatory)

Specifes the last modified date

/portfolioID (Mandatory)

Specifies the ID of the customer’s portfolio

/fieldOrder (Mandatory)

Specifies the order of the fields

/ID (Mandatory)

Specifies the unique ID of the preference

/synctimestamp (Mandatory)

Specifies the synced timestamp

/createdts (Mandatory)

Specifies the created date

/userID (Mandatory)

Specifies the customer ID

/softdeleteflag (Mandatory)

Specifies the soft delete flag

{

    "opstatus": 0,

    "wealthuserpreferences": [

        {

            "lastmodifiedts": "2021-08-31 09:39:06.0",

            "portfolioID": "100285-1",

            "fieldOrder": "1,12,4,8,2,3,7,6,5,9,10,13,14,15,17,16",

            "ID": "1153911170",

            "synctimestamp": "2021-08-31 09:39:06.0",

            "createdts": "2021-08-31 09:39:06.0",

            "userID": "1",

            "softdeleteflag": "false"

        }

    ],

    "httpStatusCode": 0

}

• X-Kony-Authorization
• X-Kony-ReportingParams

Parameters

portfolioID (Mandatory)

Specifies the ID of the customer’s portfolio

userID (Mandatory)

Specifies the customer ID

fieldOrder (Mandatory)

Specifies the order of the fields

{

"portfolioID":"100285-1",

"userID":"1",

"fieldOrder":"1,12,4,8,2,3,7,6,5,9,10,13,14,15,17,16"

}

Parameters

/msg (Mandatory)

Specifies the success message for creation and update

{

    "msg": "User preferences updated successfully",

    "opstatus": 0,

    "status": "Success",

    "httpStatusCode": "200"

}

• X-Kony-Authorization
• X-Kony-ReportingParams

Parameters

navPage (Mandatory)

This parameter retrieves the fields and response for the mentioned report

portfolioID (Mandatory)

Specifies the ID of the customer’s portfolio

{
    "portfolioID": "100285-1",
    "navPage": "Reports"
}

Parameters

/downloadType (Mandatory)

Specifies the name of the report

/reportType (Mandatory)

Specifies the name of the report

/languageDescription (Mandatory)

Specifies the name of the language

/languageCode (Mandatory)

Specifies the code of the language

/searchByInstrumentName (Mandatory)

Specifies the value on which the search needs to be performed

/portfolioID (Mandatory)

Specifies the ID of the customer’s portfolio

/navPage (Mandatory)

This parameter is used to set the field names and retrieves the response from the respective services.

/dateTo (Mandatory)

Specifies the date until when the records are to be retrieved for the customer

/dateFrom (Mandatory)

Specifies the date from when the records are to be retrieved for the customer

/currencyID (Mandatory)

Specifies the reference currency of the customer

/listType (Mandatory)

Specifies the type of the list to be fetched

/startDate (Mandatory)

Specifies the date from when the records are to be retrieved for the customer

/endDate (Mandatory)

Specifies the date until when the records are to be retrieved for the customer

/type (Mandatory)

Specifies the type of orders to be fetched

/sortBy (Mandatory)

Specifies the field on which the sort needs to be performed

/accountID (Mandatory)

Specifies the account ID of the customer (for account activity report)

/orderID (Mandatory)

Specifies the order reference ID for the order

{

    "portfolioID": "100285-1",

    "downloadTypeList": [

        {

            "downloadType": "Transactions Statement",

            "downloadParams": {

                "searchByInstrumentName": "",

                "portfolioID": "100285-1",

                "endDate": "2021-09-13",

                "navPage": "Transactions",

                "sortBy": "tradeDate",

                "startDate": "2020-09-13"

            }

        },

        {

            "downloadType": "History Order Statement",

            "downloadParams": {

                "searchByInstrumentName": "",

                "portfolioID": "100285-1",

                "endDate": "2021-09-13",

                "orderID": "2",

                "navPage": "History Order",

                "sortBy": "tradeDate",

                "type": "History",

                "startDate": "2020-09-13"

            }

        }

    ],

    "reportTypeList": [

        {

            "reportType": "Holdings Summary",

            "downloadParams": {

                "searchByInstrumentName": "",

                "portfolioID": "100285-1",

                "navPage": "Holdings",

                "sortBy": "description"

            }

        },

        {

            "reportType": "Accounts Activity Summary",

            "downloadParams": {

                "searchByInstrumentName": "",

                "accountID": "11098",

                "portfolioID": "100285-1",

                "dateTo": "20210913",

                "sortBy": "bookingDate",

                "navPage": "Accounts Activity",

                "dateFrom": "20200913",

                "currencyID": "USD",

                "listType": "SEARCH"

            }

        }

    ],

    "opstatus": 0,

    "navPage": "Reports",

    "languagesList": [

        {

            "languageDescription": "English",

            "languageCode": "EN"

        }

    ],

    "httpStatusCode": "200"

}

• X-Kony-Authorization
• X-Kony-ReportingParams

Parameters

portfolioID (Mandatory)

Specifies the ID of the customer’s portfolio

ID (Mandatory)

Specifies the unique ID field.

Name (Mandatory)

Specifies the name of the specific segment.

targetWeight (Mandatory)

Specifies the target weight of the specific segment.

recommendedWeight (Mandatory)

Specifies the recommended weight of the specific segment.

UpdateCount (Mandatory)

Specifies the update count of the specific segment.

{
	"portfolioId": "190399-11",
	"ID": "3",
	"Name": "en_IRS_Stock_TC01",
	"targetWeight": "58.00",
	"recommendedWeight": "40.00",
	"UpdateCount": "0",
	"portfolioServiceType": "Advisory",
	"marketSegmentId": "3015",
	"portfolioCode": "40081",
	"isCustomized": "true"
}

Parameters

/status (Mandatory)

Specifies whether the service is success or not.

/updateCount (Mandatory)

Specifies the update count of the specific segment.

/personalizedStrategy (Mandatory)

Response object is mandatory.

/recommendedWeight (Mandatory)

Specifies the recommended weight of the specific segment.

/targetWeight (Mandatory)

Specifies the target weight of the specific segment.

/Name (Mandatory)

Specifies the name of the specific segment.

/level (Mandatory)

Specifies the level of the specific segment.

/parentID (Mandatory)

Specifies the parent id of the specific segment.

/ID (Mandatory)

Specifies the unique ID of the specific segment.

/isCustomized (Mandatory)

Specifies whether the specific segment is customized or not.

/marketSegmentId (Mandatory)

Specifies the id of the specific market segment.

{
	"status": "success",
	"httpStatusCode": 200,
	"opstatus": 1582,
	"personalizedStrategy": [
		{
			"recommendedWeight": "40",
			"targetWeight": "58.0",
			"Name": "en_IRS_Stock_TC01",
			"level": "1",
			"parentId": "2",
			"ID": "3",
			"isCustomized": "true",
			"marketSegmentId": "3015"
		},
		{
			"recommendedWeight": "20",
			"targetWeight": "14.0",
			"Name": "en_IRS_FUNDS_TC01",
			"level": "1",
			"parentId": "2",
			"ID": "4",
			"isCustomized": "false",
			"marketSegmentId": "3017"
		},
		{
			"recommendedWeight": "30",
			"targetWeight": "21.0",
			"Name": "en_IRS_BONDS_TC01",
			"level": "1",
			"parentId": "2",
			"ID": "5",
			"isCustomized": "false",
			"marketSegmentId": "3016"
		},
		{
			"recommendedWeight": "10",
			"targetWeight": "7.0",
			"Name": "en_IRS_CASH_TC01",
			"level": "1",
			"parentId": "2",
			"ID": "6",
			"isCustomized": "false",
			"marketSegmentId": "3018"
		},
		{
			"recommendedWeight": "0",
			"targetWeight": "0.0",
			"Name": "en_IRS_OTHERS_TC01",
			"level": "1",
			"parentId": "2",
			"ID": "7",
			"isCustomized": "false",
			"marketSegmentId": "3019"
		},
		{
			"recommendedWeight": "30",
			"targetWeight": "43.5",
			"Name": "en_IRS_NA_TC01",
			"level": "2",
			"parentId": "3",
			"ID": "11",
			"isCustomized": "false",
			"marketSegmentId": "3023"
		},
		{
			"recommendedWeight": "20",
			"targetWeight": "14.0",
			"Name": "en_IRS_NA_TC01",
			"level": "2",
			"parentId": "5",
			"ID": "12",
			"isCustomized": "false",
			"marketSegmentId": "3027"
		},
		{
			"recommendedWeight": "10",
			"targetWeight": "7.0",
			"Name": "en_IRS_NA_TC01",
			"level": "2",
			"parentId": "4",
			"ID": "13",
			"isCustomized": "false",
			"marketSegmentId": "3031"
		},
		{
			"recommendedWeight": "10",
			"targetWeight": "14.5",
			"Name": "IRS_EUROPE_TC01",
			"level": "2",
			"parentId": "3",
			"ID": "14",
			"isCustomized": "false",
			"marketSegmentId": "3022"
		},
		{
			"recommendedWeight": "10",
			"targetWeight": "7.0",
			"Name": "en_IRS_EUROPE_TC01",
			"level": "2",
			"parentId": "5",
			"ID": "15",
			"isCustomized": "false",
			"marketSegmentId": "3026"
		},
		{
			"recommendedWeight": "10",
			"targetWeight": "7.0",
			"Name": "en_IRS_EUROPE_TC01",
			"level": "2",
			"parentId": "4",
			"ID": "16",
			"isCustomized": "false",
			"marketSegmentId": "3030"
		},
		{
			"recommendedWeight": "0",
			"targetWeight": "0.0",
			"Name": "IRS_OTHERS_TC01",
			"level": "2",
			"parentId": "3",
			"ID": "17",
			"isCustomized": "false",
			"marketSegmentId": "3021"
		},
		{
			"recommendedWeight": "0",
			"targetWeight": "0.0",
			"Name": "IRS_OTHERS_TC01",
			"level": "2",
			"parentId": "5",
			"ID": "18",
			"isCustomized": "false",
			"marketSegmentId": "3025"
		},
		{
			"recommendedWeight": "0",
			"targetWeight": "0.0",
			"Name": "en_IRS_OTHERS_TC01",
			"level": "2",
			"parentId": "4",
			"ID": "19",
			"isCustomized": "false",
			"marketSegmentId": "3029"
		},
		{
			"recommendedWeight": "15",
			"targetWeight": "21.75",
			"Name": "IRS_SECTOR_300_TC01",
			"level": "3",
			"parentId": "11",
			"ID": "26",
			"isCustomized": "false",
			"marketSegmentId": "3034"
		},
		{
			"recommendedWeight": "7",
			"targetWeight": "10.15",
			"Name": "IRS_SECTOR_300_TC01",
			"level": "3",
			"parentId": "14",
			"ID": "27",
			"isCustomized": "false",
			"marketSegmentId": "3038"
		},
		{
			"recommendedWeight": "10",
			"targetWeight": "7.0",
			"Name": "IRS_SECTOR_300_TC01",
			"level": "3",
			"parentId": "12",
			"ID": "28",
			"isCustomized": "false",
			"marketSegmentId": "3042"
		},
		{
			"recommendedWeight": "5",
			"targetWeight": "3.5",
			"Name": "IRS_SECTOR_300_TC01",
			"level": "3",
			"parentId": "15",
			"ID": "29",
			"isCustomized": "false",
			"marketSegmentId": "3046"
		},
		{
			"recommendedWeight": "10",
			"targetWeight": "7.0",
			"Name": "IRS_SECTOR_300_TC01",
			"level": "3",
			"parentId": "13",
			"ID": "30",
			"isCustomized": "false",
			"marketSegmentId": "3050"
		},
		{
			"recommendedWeight": "0",
			"targetWeight": "0.0",
			"Name": "IRS_SECTOR_300_TC01",
			"level": "3",
			"parentId": "16",
			"ID": "31",
			"isCustomized": "false",
			"marketSegmentId": "3054"
		},
		{
			"recommendedWeight": "15",
			"targetWeight": "21.75",
			"Name": "en_IRS_SECTOR_90_TC01",
			"level": "3",
			"parentId": "11",
			"ID": "32",
			"isCustomized": "false",
			"marketSegmentId": "3035"
		},
		{
			"recommendedWeight": "3",
			"targetWeight": "4.35",
			"Name": "IRS_SECTOR_90_TC01",
			"level": "3",
			"parentId": "14",
			"ID": "33",
			"isCustomized": "false",
			"marketSegmentId": "3039"
		},
		{
			"recommendedWeight": "10",
			"targetWeight": "7.0",
			"Name": "IRS_SECTOR_90_TC01",
			"level": "3",
			"parentId": "12",
			"ID": "34",
			"isCustomized": "false",
			"marketSegmentId": "3043"
		},
		{
			"recommendedWeight": "5",
			"targetWeight": "3.5",
			"Name": "IRS_SECTOR_90_TC01",
			"level": "3",
			"parentId": "15",
			"ID": "35",
			"isCustomized": "false",
			"marketSegmentId": "3047"
		},
		{
			"recommendedWeight": "0",
			"targetWeight": "0.0",
			"Name": "IRS_SECTOR_90_TC01",
			"level": "3",
			"parentId": "13",
			"ID": "36",
			"isCustomized": "false",
			"marketSegmentId": "3051"
		},
		{
			"recommendedWeight": "10",
			"targetWeight": "7.0",
			"Name": "IRS_SECTOR_90_TC01",
			"level": "3",
			"parentId": "16",
			"ID": "37",
			"isCustomized": "false",
			"marketSegmentId": "3055"
		},
		{
			"recommendedWeight": "0",
			"targetWeight": "0.0",
			"Name": "IRS_OTHERS_TC01",
			"level": "3",
			"parentId": "11",
			"ID": "38",
			"isCustomized": "false",
			"marketSegmentId": "3033"
		},
		{
			"recommendedWeight": "0",
			"targetWeight": "0.0",
			"Name": "en_IRS_OTHERS_TC01",
			"level": "3",
			"parentId": "14",
			"ID": "39",
			"isCustomized": "false",
			"marketSegmentId": "3037"
		},
		{
			"recommendedWeight": "0",
			"targetWeight": "0.0",
			"Name": "en_IRS_OTHERS_TC01",
			"level": "3",
			"parentId": "12",
			"ID": "40",
			"isCustomized": "false",
			"marketSegmentId": "3041"
		},
		{
			"recommendedWeight": "0",
			"targetWeight": "0.0",
			"Name": "en_IRS_OTHERS_TC01",
			"level": "3",
			"parentId": "15",
			"ID": "41",
			"isCustomized": "false",
			"marketSegmentId": "3045"
		},
		{
			"recommendedWeight": "0",
			"targetWeight": "0.0",
			"Name": "IRS_OTHERS_TC01",
			"level": "3",
			"parentId": "13",
			"ID": "42",
			"isCustomized": "false",
			"marketSegmentId": "3049"
		},
		{
			"recommendedWeight": "0",
			"targetWeight": "0.0",
			"Name": "IRS_OTHERS_TC01",
			"level": "3",
			"parentId": "16",
			"ID": "43",
			"isCustomized": "false",
			"marketSegmentId": "3053"
		},
		{
			"recommendedWeight": "15",
			"targetWeight": "21.75",
			"Name": "IS_MP_STNA300",
			"level": "4",
			"parentId": "26",
			"ID": "44",
			"isCustomized": "false"
		},
		{
			"recommendedWeight": "10",
			"targetWeight": "7.0",
			"Name": "IS_MP_BONA300",
			"level": "4",
			"parentId": "28",
			"ID": "45",
			"isCustomized": "false"
		},
		{
			"recommendedWeight": "10",
			"targetWeight": "7.0",
			"Name": "IS_MP_FUNA300",
			"level": "4",
			"parentId": "30",
			"ID": "46",
			"isCustomized": "false"
		},
		{
			"recommendedWeight": "6",
			"targetWeight": "8.7",
			"Name": "DC STNA300 Amazon",
			"level": "4",
			"parentId": "26",
			"ID": "49",
			"isCustomized": "false"
		},
		{
			"recommendedWeight": "4.5",
			"targetWeight": "6.53",
			"Name": "DC STNA300 Alphabet",
			"level": "4",
			"parentId": "26",
			"ID": "50",
			"isCustomized": "false"
		},
		{
			"recommendedWeight": "4.5",
			"targetWeight": "6.53",
			"Name": "DC STNA300 Accenture",
			"level": "4",
			"parentId": "26",
			"ID": "51",
			"isCustomized": "false"
		},
		{
			"recommendedWeight": "4",
			"targetWeight": "2.8",
			"Name": "DC BONA300 Basf",
			"level": "4",
			"parentId": "28",
			"ID": "52",
			"isCustomized": "false"
		},
		{
			"recommendedWeight": "3",
			"targetWeight": "2.1",
			"Name": "DC BONA300 Citicorp",
			"level": "4",
			"parentId": "28",
			"ID": "53",
			"isCustomized": "false"
		},
		{
			"recommendedWeight": "3",
			"targetWeight": "2.1",
			"Name": "DC BONA300 Daimler AG",
			"level": "4",
			"parentId": "28",
			"ID": "54",
			"isCustomized": "false"
		},
		{
			"recommendedWeight": "4",
			"targetWeight": "2.8",
			"Name": "DC FUNA300 JPMC",
			"level": "4",
			"parentId": "30",
			"ID": "55",
			"isCustomized": "false"
		},
		{
			"recommendedWeight": "3.5",
			"targetWeight": "2.45",
			"Name": "DC FUNA300 Scb Mutual Fund",
			"level": "4",
			"parentId": "30",
			"ID": "56",
			"isCustomized": "false"
		},
		{
			"recommendedWeight": "2.5",
			"targetWeight": "1.75",
			"Name": "DC FUNA300 Uk Mutual Fund",
			"level": "4",
			"parentId": "30",
			"ID": "57",
			"isCustomized": "false"
		},
		{
			"recommendedWeight": "0",
			"targetWeight": "0.0",
			"Name": "Current Account",
			"level": "2",
			"parentId": "6",
			"ID": "60",
			"isCustomized": "false"
		}
	]
}

• Wealth FO
• TAP

• X-Kony-Authorization
• X-Kony-ReportingParams

Parameters

portfolioID (Mandatory)

Specifies the ID of the customer’s portfolio

portfolioServiceType (Mandatory)

Specifies the service type of customer’s portfolio

{
    "portfolioId": "100777-4"
    "portfolioServiceType": "Advisory"
}

Parameters

/status (Mandatory)

Specifies whether the service is success or not.

/Assests (Mandatory)

Specifies the JSON Array containing the asset details.

/currentWeight (Mandatory)

Specifies the current weight by region.

/level (Mandatory)

Specifies the level of the specific segment.

/strategyWeight (Mandatory)

Specifies the strategy weight by region.

/parentID (Mandatory)

Specifies the ID of the upper asset class.

/ID (Mandatory)

Specifies a unique ID of the each asset name.

/Name (Mandatory)

Specifies the name of the asset class.

/healthStatus (Mandatory)

Specifies the status of health parameters.

{
    "status": "success",
    "httpStatusCode": 200,
    "opstatus": 0,
    "Assets": [
        {
            "currentWeight": "6.39",
            "level": "0",
            "strategyWeight": "7.00",
            "parentId": "0",
            "ID": "1",
            "Name": "Fund",
            "healthStatus": "0"
        },
        {
            "currentWeight": "6.39",
            "level": "1",
            "strategyWeight": "7.00",
            "parentId": "1",
            "ID": "2",
            "Name": "US",
            "healthStatus": "0"
        },
        {
            "currentWeight": "6.39",
            "level": "2",
            "strategyWeight": "7.00",
            "parentId": "2",
            "ID": "3",
            "Name": "Exchange Traded Funds",
            "healthStatus": "0"
        },
        {
            "currentWeight": "90.96",
            "level": "0",
            "strategyWeight": "90.00",
            "parentId": "0",
            "ID": "4",
            "Name": "Share",
            "healthStatus": "0"
        },
        {
            "currentWeight": "3.87",
            "level": "1",
            "strategyWeight": "5.00",
            "parentId": "4",
            "ID": "5",
            "Name": "EU",
            "healthStatus": "0"
        },
        {
            "currentWeight": "3.87",
            "level": "2",
            "strategyWeight": "5.00",
            "parentId": "5",
            "ID": "6",
            "Name": "Retail",
            "healthStatus": "0"
        },
        {
            "currentWeight": "76.27",
            "level": "1",
            "strategyWeight": "75.00",
            "parentId": "4",
            "ID": "7",
            "Name": "US",
            "healthStatus": "0"
        },
        {
            "currentWeight": "0.23",
            "level": "2",
            "strategyWeight": "2.00",
            "parentId": "7",
            "ID": "8",
            "Name": "Auto & Truck Manufacturers",
            "healthStatus": "0"
        },
        {
            "currentWeight": "0.55",
            "level": "2",
            "strategyWeight": "0.50",
            "parentId": "7",
            "ID": "9",
            "Name": "Beverages (Nonalcoholic)",
            "healthStatus": "0"
        },
        {
            "currentWeight": "1.06",
            "level": "2",
            "strategyWeight": "1.20",
            "parentId": "7",
            "ID": "10",
            "Name": "Communications Equipment",
            "healthStatus": "0"
        },
        {
            "currentWeight": "6.30",
            "level": "2",
            "strategyWeight": "1.30",
            "parentId": "7",
            "ID": "11",
            "Name": "Computer Services",
            "healthStatus": "0"
        },
        {
            "currentWeight": "0.68",
            "level": "2",
            "strategyWeight": "2.50",
            "parentId": "7",
            "ID": "12",
            "Name": "Consumer Financial Services",
            "healthStatus": "0"
        },
        {
            "currentWeight": "67.44",
            "level": "2",
            "strategyWeight": "67.50",
            "parentId": "7",
            "ID": "13",
            "Name": "Retail",
            "healthStatus": "0"
        },
        {
            "currentWeight": "10.82",
            "level": "1",
            "strategyWeight": "10.00",
            "parentId": "4",
            "ID": "14",
            "Name": "Other Regions",
            "healthStatus": "0"
        },
        {
            "currentWeight": "2.65",
            "level": "0",
            "strategyWeight": "3.00",
            "parentId": "0",
            "ID": "15",
            "Name": "Other Assets",
            "healthStatus": "0"
        }
    ]
}


	

• X-Kony-Authorization
• X-Kony-ReportingParams

Parameters

portfolioID (Mandatory)

Specifies the ID of the customer’s portfolio.

portfolioServiceType (Mandatory)

Specifies the service type of customer’s portfolio

{
    "portfolioId": "100777-4"
    "portfolioServiceType": "Advisory"
}

TAP

Parameters

/portfolioId (Mandatory)

Specifies the ID of customer’s portfolio.

/portfolioServiceType (Mandatory)

Specifies the service type of customer’s portfolio.

    {
    "portfolioId": "190332-1"
    "portfolioServiceType": "Advisory"
}
 

Parameters

/status (Mandatory)

Specifies whether the service is success or not.

/isNewUser (Mandatory)

Specifies whether the customer is new or not.

/strategyID (Mandatory)

Specifies a unique ID for a strategy.

/myStrategyName (Mandatory)

Specifies the strategy name.

/myRisklevel (Mandatory)

Specifies the risk level.

/strategylist (Mandatory)

Specifies the list of strategies.

/strategyName (Mandatory)

Specifies the strategy name depending on the value of risk level.

/minVal (Mandatory)

Specifies a minimum value of that strategy.

/maxVal (Mandatory)

Specifies a maximum value of that strategy.

/assests (Mandatory)

Specifies the JSON Array containing the asset details.

/assetName (Mandatory)

Specifies the asset name.

/weight (Mandatory)

Specifies the weight of different assets.

{
    "status": "success",
    "isNewUser": "false",
    "strategyId": "781",
    "myStrategyName": "Active",
    "myRiskLevel": "28",
    "strategyList": [
        {
            "strategyName": "Secure",
            "minVal": "0",
            "maxVal": "14"
        },
        {
            "strategyName": "Conservative",
            "minVal": "15",
            "maxVal": "17"
        },
        {
            "strategyName": "Balanced",
            "minVal": "18",
            "maxVal": "24"
        },
        {
            "strategyName": "Active",
            "minVal": "25",
            "maxVal": "32"
        },
        {
            "strategyName": "Dynamic",
            "minVal": "33",
            "maxVal": "40"
        }
    ],
    "assets": [
        {
            "assetName": "Stocks",
            "weight": "40.00"
        },
        {
            "assetName": "Bonds",
            "weight": "30.00"
        },
        {
            "assetName": "Cash",
            "weight": "10.00"
        },
        {
            "assetName": "Funds",
            "weight": "20.00"
        }
    ],
    "opstatus": 0,
    "httpStatusCode": 200
}



	

TAP

Parameters

/status (Mandatory)

Specifies whether the service is success or not.

/isNewUser (Mandatory)

Specifies whether the customer is new or not.

/strategyID (Mandatory)

Specifies a unique ID for a strategy.

/myStrategyName (Mandatory)

Specifies the name of the strategy.

/myRisklevel (Mandatory)

Specifies the risk level.

/strategylist (Mandatory)

Specifies the list of strategies.

/strategyName (Mandatory)

Specifies the strategy name depending on the value of risk level.

/minVal (Mandatory)

Specifies a minimum value of that strategy.

/maxVal (Mandatory)

Specifies a maximum value of that strategy.

/assests (Mandatory)

Specifies the JSON Array containing the asset details.

/assetName (Mandatory)

Specifies the asset name.

/weight (Mandatory)

Identifies the weight of different assets.

    "status": "success",
    "isNewUser": "false",
    "strategyId": "IRS_IP_CONSERVATIVE",
    "myStrategyName": "Conservative",
    "myRiskLevel": "15",
    "strategyList": [
        {
            "strategyName": "Secure",
            "minVal": "0",
            "maxVal": "14"
        },
        {
            "strategyName": "Conservative",
            "minVal": "15",
            "maxVal": "17"
        },
        {
            "strategyName": "Balanced",
            "minVal": "18",
            "maxVal": "24"
        },
        {
            "strategyName": "Active",
            "minVal": "25",
            "maxVal": "32"
        },
        {
            "strategyName": "Dynamic",
            "minVal": "33",
            "maxVal": "40"
        }
    ],
    "assets": [
        {
            "assetName": "IRS_Stock_TC04",
            "weight": "20"
        },
        {
            "assetName": "IRS_FUNDS_TC04",
            "weight": "30"
        },
        {
            "assetName": "IRS_BONDS_TC04",
            "weight": "20"
        },
        {
            "assetName": "IRS_CASH_TC04",
            "weight": "30"
        },
        {
            "assetName": "IRS_OTHERS_TC04",
            "weight": "0"
        }
    ],
    "opstatus": 0,
    "httpStatusCode": 200
}

• X-Kony-Authorization
• X-Kony-ReportingParams

Error Message

Unauthorized Access

• X-Kony-Authorization
• X-Kony-ReportingParams

Error Message: Unauthorized Access

• X-Kony-Authorization
• X-Kony-ReportingParams

Error Message: Unauthorized Access

• X-Kony-Authorization
• X-Kony-ReportingParams

Error Message: Unauthorized Access

• X-Kony-Authorization
• X-Kony-ReportingParams

Parameters

portfolioID (Mandatory)

Specifies the ID of the customer’s portfolio.

portfolioServiceType (Mandatory)

Specifies the service type of customer’s portfolio.

{
    "portfolioId": "100777-4",
    "portfolioServiceType": "Advisory",
    
}

Parameters

/status (Mandatory)

Specifies the success or the error status of the service.

/code (Mandatory)

Specifies the strategy code.

/questions (Mandatory)

Specifies the JSON array that contains the questions details.

/questioncode (Mandatory)

Determines the question code for object.

/option (Mandatory)

Specifies the JSON array that contains the option details.

/desc (Mandatory)

Specifies the description for an answer.

/defValueF (Mandatory)

Specifies the indication for an answer.

/name (Mandatory)

Specifies the answer field.

{
    "status": "success",
    "code": "PCK_DS_INVEST_PROF",
    "questions": [
        {
            "question": "You fall within the age category of?",
            "questionCode": "Age Category",
            "option": [
                {
                    "desc": "Not Defined",
                    "defValueF": "false",
                    "name": "NOTDEFINED"
                },
                {
                    "desc": "18 to below 30",
                    "defValueF": "false",
                    "name": "18_TO_BELOW_30"
                },
                {
                    "desc": "30 to below 40",
                    "defValueF": "false",
                    "name": "30_TO_BELOW_40"
                },
                {
                    "desc": "40 to below 50",
                    "defValueF": "false",
                    "name": "40_TO_BELOW_50"
                },
                {
                    "desc": "50 to below 60",
                    "defValueF": "false",
                    "name": "50_TO_BELOW_60"
                },
                {
                    "desc": "60 & Above",
                    "defValueF": "false",
                    "name": "60_AND_ABOVE"
                }
            ]
        },
        {
            "question": "For how long would you expect most of your money to be invested before you would need to access it?",
            "questionCode": "investment_period",
            "option": [
                {
                    "desc": "Not Defined",
                    "defValueF": "false",
                    "name": "NOTDEFINED"
                },
                {
                    "desc": "Less than 3 years",
                    "defValueF": "false",
                    "name": "LESS_THAN_3_YEARS"
                },
                {
                    "desc": "Between 3 & 5 years",
                    "defValueF": "false",
                    "name": "BETWEEN_3_AND_5_YEARS"
                },
                {
                    "desc": "Between 5 & 10 years",
                    "defValueF": "false",
                    "name": "BETWEEN_5_AND_10_YEARS"
                },
                {
                    "desc": "10 years & above",
                    "defValueF": "false",
                    "name": "10_YEARS_AND_ABOVE"
                }
            ]
        },
        {
            "question": "What would you do with your investment if the market falls?",
            "questionCode": "Market Fall Behaviour",
            "option": [
                {
                    "desc": "Not Defined",
                    "defValueF": "false",
                    "name": "NOTDEFINED"
                },
                {
                    "desc": "I am willing to accept minimal declines in the value of my investments, as capital preservation is my primary objective.",
                    "defValueF": "false",
                    "name": "ACCEPT_MINIMAL_DECLINES"
                },
                {
                    "desc": "I am willing to accept some declines, but I am not comfortable with moderate to extreme drops in the value of my investments.",
                    "defValueF": "false",
                    "name": "ACCEPT_SOME_DECLINES"
                },
                {
                    "desc": "I am willing to accept moderate declines, but I am not comfortable with extreme drops in the value of my investments.",
                    "defValueF": "false",
                    "name": "ACCEPT_MODERATE_DECLINES"
                },
                {
                    "desc": "I am prepared to take losses and large fluctuations in the value of my investments in order to maximize my long term returns.",
                    "defValueF": "false",
                    "name": "TAKE_LOSSES_AND_LARGE_FLUCT"
                }
            ]
        },
        {
            "question": "How easily can you meet your unforeseen financial needs without liquidating your current investment?",
            "questionCode": "financial_needs",
            "option": [
                {
                    "desc": "Not Defined",
                    "defValueF": "false",
                    "name": "NOTDEFINED"
                },
                {
                    "desc": "It would be difficult with some planning.",
                    "defValueF": "false",
                    "name": "DIFFICULT"
                },
                {
                    "desc": "Easily with some planning.",
                    "defValueF": "false",
                    "name": "EASILY"
                },
                {
                    "desc": "It would be very difficult with some planning.",
                    "defValueF": "false",
                    "name": "VERY_DIFFICULT"
                },
                {
                    "desc": "Very easily after some planning.",
                    "defValueF": "false",
                    "name": "VERY_EASILY"
                }
            ]
        },
        {
            "question": "How would you best describe your income expectations over the next five years?",
            "questionCode": "income_expectation",
            "option": [
                {
                    "desc": "Not Defined",
                    "defValueF": "false",
                    "name": "NOTDEFINED"
                },
                {
                    "desc": "I expect my income to fall (as a result of retirement, reduced working-hours etc.).",
                    "defValueF": "false",
                    "name": "FALL"
                },
                {
                    "desc": "My income fluctuates from year to year (e.g. for self-employed investors).",
                    "defValueF": "false",
                    "name": "FLUCTUATE_FROM_YEAR_TO_YEAR"
                },
                {
                    "desc": "I expect my income to keep pace with inflation.",
                    "defValueF": "false",
                    "name": "KEEP_PACE_WITH_INFLATION"
                },
                {
                    "desc": "I expect my income to rise well ahead of inflation (through promotion, career developments etc.).",
                    "defValueF": "false",
                    "name": "RISE_WELL_AHEAD_OF_INFLATION"
                }
            ]
        },
        {
            "question": "How would you describe your knowledge of investments?",
            "questionCode": "investment_knowledge",
            "option": [
                {
                    "desc": "Not Defined",
                    "defValueF": "false",
                    "name": "NOTDEFINED"
                },
                {
                    "desc": "Extensive",
                    "defValueF": "false",
                    "name": "EXTENSIVE"
                },
                {
                    "desc": "Good",
                    "defValueF": "false",
                    "name": "GOOD"
                },
                {
                    "desc": "Limited",
                    "defValueF": "false",
                    "name": "LIMITED"
                },
                {
                    "desc": "None",
                    "defValueF": "false",
                    "name": "NONE"
                }
            ]
        },
        {
            "question": "What is your primary objective for Investment?",
            "questionCode": "investment_objective",
            "option": [
                {
                    "desc": "Not Defined",
                    "defValueF": "false",
                    "name": "NOTDEFINED"
                },
                {
                    "desc": "Preservation of capital with minimal opportunity for capital growth.",
                    "defValueF": "false",
                    "name": "CAPITAL_PRESERVATION"
                },
                {
                    "desc": "High capital appreciation with minimum income generation.",
                    "defValueF": "false",
                    "name": "HIGH_CAPITAL_APPRECIATION"
                },
                {
                    "desc": "Generate a stream of income with less emphasis on capital appreciation.",
                    "defValueF": "false",
                    "name": "STEADY_CAPITAL_APPRECIATION"
                },
                {
                    "desc": "Steady capital appreciation with less emphasis on income generation.",
                    "defValueF": "false",
                    "name": "GOOD"
                }
            ]
        },
        {
            "question": "What is the maximum loss that you can tolerate (within 1 year) in a worst case scenario?",
            "questionCode": "max_loss_tolerance_capacity",
            "option": [
                {
                    "desc": "Not Defined",
                    "defValueF": "false",
                    "name": "NOTDEFINED"
                },
                {
                    "desc": "Between 10% and 20%",
                    "defValueF": "false",
                    "name": "BETWEEN_10_AND_20"
                },
                {
                    "desc": "Between 20% and 25%",
                    "defValueF": "false",
                    "name": "BETWEEN_20_AND_25"
                },
                {
                    "desc": "Between 3% and 10%",
                    "defValueF": "false",
                    "name": "BETWEEN_3_AND_10"
                },
                {
                    "desc": "Less than 3%",
                    "defValueF": "false",
                    "name": "LESS_THAN_3_PERCENT"
                },
                {
                    "desc": "Over 25%",
                    "defValueF": "false",
                    "name": "OVER_25_PERCENT"
                }
            ]
        }
    ],
    "opstatus": 0,
    "httpStatusCode": 200
}

Error Message: Unauthorized Access

• X-Kony-Authorization
• X-Kony-ReportingParams

Parameters

portfolioID (Mandatory)

Specifies the ID of the customer’s portfolio.

portfolioServiceType (Mandatory)

Specifies the service type of customer’s portfolio.

{
	"portfolioId": "190399-11",
	"portfolioServiceType": "Advisory"
}

Parameters

/status (Mandatory)

Specifies the success or the error status of the service.

/personalizedStrategy (Mandatory)

Specifies the JSON array that contains the personalizedStrategy details.

/recommendedWeight (Mandatory)

Specifies the recommendedweight value for that Strategy.

/targetWeight (Mandatory)

Specifies the targetweight value for that Strategy.

/Name (Mandatory)

Specifies the name of the asset.

/level (Mandatory)

Indicates the level in which the asset is placed.

/parentId (Mandatory)

Specifies the parent ID of the asset.

/ID (Mandatory)

Specifies the unique ID of the asset object.

/isCustomized (Mandatory)

Specifies if the asset value has been customized.

/marketSegmentId (Mandatory)

Specifies the Market segment ID of the asset.

{
	"status": "success",
	"httpStatusCode": 200,
	"opstatus": 0,
	"personalizedStrategy": [
		{
			"recommendedWeight": "40",
			"targetWeight": "49.0",
			"Name": "en_IRS_Stock_TC01",
			"level": "1",
			"parentId": "2",
			"ID": "3",
			"isCustomized": "true",
			"marketSegmentId": "3015"
		},
		{
			"recommendedWeight": "20",
			"targetWeight": "17.0",
			"Name": "en_IRS_FUNDS_TC01",
			"level": "1",
			"parentId": "2",
			"ID": "4",
			"isCustomized": "false",
			"marketSegmentId": "3017"
		},
		{
			"recommendedWeight": "30",
			"targetWeight": "25.5",
			"Name": "en_IRS_BONDS_TC01",
			"level": "1",
			"parentId": "2",
			"ID": "5",
			"isCustomized": "false",
			"marketSegmentId": "3016"
		},
		{
			"recommendedWeight": "10",
			"targetWeight": "8.5",
			"Name": "en_IRS_CASH_TC01",
			"level": "1",
			"parentId": "2",
			"ID": "6",
			"isCustomized": "false",
			"marketSegmentId": "3018"
		},
		{
			"recommendedWeight": "0",
			"targetWeight": "0.0",
			"Name": "en_IRS_OTHERS_TC01",
			"level": "1",
			"parentId": "2",
			"ID": "7",
			"isCustomized": "false",
			"marketSegmentId": "3019"
		},
		{
			"recommendedWeight": "30",
			"targetWeight": "36.75",
			"Name": "en_IRS_NA_TC01",
			"level": "2",
			"parentId": "3",
			"ID": "11",
			"isCustomized": "false",
			"marketSegmentId": "3023"
		},
		{
			"recommendedWeight": "20",
			"targetWeight": "17.0",
			"Name": "en_IRS_NA_TC01",
			"level": "2",
			"parentId": "5",
			"ID": "12",
			"isCustomized": "false",
			"marketSegmentId": "3027"
		},
		{
			"recommendedWeight": "10",
			"targetWeight": "8.5",
			"Name": "en_IRS_NA_TC01",
			"level": "2",
			"parentId": "4",
			"ID": "13",
			"isCustomized": "false",
			"marketSegmentId": "3031"
		},
		{
			"recommendedWeight": "10",
			"targetWeight": "12.25",
			"Name": "IRS_EUROPE_TC01",
			"level": "2",
			"parentId": "3",
			"ID": "14",
			"isCustomized": "false",
			"marketSegmentId": "3022"
		},
		{
			"recommendedWeight": "10",
			"targetWeight": "8.5",
			"Name": "en_IRS_EUROPE_TC01",
			"level": "2",
			"parentId": "5",
			"ID": "15",
			"isCustomized": "false",
			"marketSegmentId": "3026"
		},
		{
			"recommendedWeight": "10",
			"targetWeight": "8.5",
			"Name": "en_IRS_EUROPE_TC01",
			"level": "2",
			"parentId": "4",
			"ID": "16",
			"isCustomized": "false",
			"marketSegmentId": "3030"
		},
		{
			"recommendedWeight": "0",
			"targetWeight": "0.0",
			"Name": "IRS_OTHERS_TC01",
			"level": "2",
			"parentId": "3",
			"ID": "17",
			"isCustomized": "false",
			"marketSegmentId": "3021"
		},
		{
			"recommendedWeight": "0",
			"targetWeight": "0.0",
			"Name": "IRS_OTHERS_TC01",
			"level": "2",
			"parentId": "5",
			"ID": "18",
			"isCustomized": "false",
			"marketSegmentId": "3025"
		},
		{
			"recommendedWeight": "0",
			"targetWeight": "0.0",
			"Name": "en_IRS_OTHERS_TC01",
			"level": "2",
			"parentId": "4",
			"ID": "19",
			"isCustomized": "false",
			"marketSegmentId": "3029"
		},
		{
			"recommendedWeight": "15",
			"targetWeight": "18.38",
			"Name": "IRS_SECTOR_300_TC01",
			"level": "3",
			"parentId": "11",
			"ID": "26",
			"isCustomized": "false",
			"marketSegmentId": "3034"
		},
		{
			"recommendedWeight": "7",
			"targetWeight": "8.57",
			"Name": "IRS_SECTOR_300_TC01",
			"level": "3",
			"parentId": "14",
			"ID": "27",
			"isCustomized": "false",
			"marketSegmentId": "3038"
		},
		{
			"recommendedWeight": "10",
			"targetWeight": "8.5",
			"Name": "IRS_SECTOR_300_TC01",
			"level": "3",
			"parentId": "12",
			"ID": "28",
			"isCustomized": "false",
			"marketSegmentId": "3042"
		},
		{
			"recommendedWeight": "5",
			"targetWeight": "4.25",
			"Name": "IRS_SECTOR_300_TC01",
			"level": "3",
			"parentId": "15",
			"ID": "29",
			"isCustomized": "false",
			"marketSegmentId": "3046"
		},
		{
			"recommendedWeight": "10",
			"targetWeight": "8.5",
			"Name": "IRS_SECTOR_300_TC01",
			"level": "3",
			"parentId": "13",
			"ID": "30",
			"isCustomized": "false",
			"marketSegmentId": "3050"
		},
		{
			"recommendedWeight": "0",
			"targetWeight": "0.0",
			"Name": "IRS_SECTOR_300_TC01",
			"level": "3",
			"parentId": "16",
			"ID": "31",
			"isCustomized": "false",
			"marketSegmentId": "3054"
		},
		{
			"recommendedWeight": "15",
			"targetWeight": "18.38",
			"Name": "en_IRS_SECTOR_90_TC01",
			"level": "3",
			"parentId": "11",
			"ID": "32",
			"isCustomized": "false",
			"marketSegmentId": "3035"
		},
		{
			"recommendedWeight": "3",
			"targetWeight": "3.68",
			"Name": "IRS_SECTOR_90_TC01",
			"level": "3",
			"parentId": "14",
			"ID": "33",
			"isCustomized": "false",
			"marketSegmentId": "3039"
		},
		{
			"recommendedWeight": "10",
			"targetWeight": "8.5",
			"Name": "IRS_SECTOR_90_TC01",
			"level": "3",
			"parentId": "12",
			"ID": "34",
			"isCustomized": "false",
			"marketSegmentId": "3043"
		},
		{
			"recommendedWeight": "5",
			"targetWeight": "4.25",
			"Name": "IRS_SECTOR_90_TC01",
			"level": "3",
			"parentId": "15",
			"ID": "35",
			"isCustomized": "false",
			"marketSegmentId": "3047"
		},
		{
			"recommendedWeight": "0",
			"targetWeight": "0.0",
			"Name": "IRS_SECTOR_90_TC01",
			"level": "3",
			"parentId": "13",
			"ID": "36",
			"isCustomized": "false",
			"marketSegmentId": "3051"
		},
		{
			"recommendedWeight": "10",
			"targetWeight": "8.5",
			"Name": "IRS_SECTOR_90_TC01",
			"level": "3",
			"parentId": "16",
			"ID": "37",
			"isCustomized": "false",
			"marketSegmentId": "3055"
		},
		{
			"recommendedWeight": "0",
			"targetWeight": "0.0",
			"Name": "IRS_OTHERS_TC01",
			"level": "3",
			"parentId": "11",
			"ID": "38",
			"isCustomized": "false",
			"marketSegmentId": "3033"
		},
		{
			"recommendedWeight": "0",
			"targetWeight": "0.0",
			"Name": "en_IRS_OTHERS_TC01",
			"level": "3",
			"parentId": "14",
			"ID": "39",
			"isCustomized": "false",
			"marketSegmentId": "3037"
		},
		{
			"recommendedWeight": "0",
			"targetWeight": "0.0",
			"Name": "en_IRS_OTHERS_TC01",
			"level": "3",
			"parentId": "12",
			"ID": "40",
			"isCustomized": "false",
			"marketSegmentId": "3041"
		},
		{
			"recommendedWeight": "0",
			"targetWeight": "0.0",
			"Name": "en_IRS_OTHERS_TC01",
			"level": "3",
			"parentId": "15",
			"ID": "41",
			"isCustomized": "false",
			"marketSegmentId": "3045"
		},
		{
			"recommendedWeight": "0",
			"targetWeight": "0.0",
			"Name": "IRS_OTHERS_TC01",
			"level": "3",
			"parentId": "13",
			"ID": "42",
			"isCustomized": "false",
			"marketSegmentId": "3049"
		},
		{
			"recommendedWeight": "0",
			"targetWeight": "0.0",
			"Name": "IRS_OTHERS_TC01",
			"level": "3",
			"parentId": "16",
			"ID": "43",
			"isCustomized": "false",
			"marketSegmentId": "3053"
		},
		{
			"recommendedWeight": "15",
			"targetWeight": "18.38",
			"Name": "IS_MP_STNA300",
			"level": "4",
			"parentId": "26",
			"ID": "44",
			"isCustomized": "false"
		},
		{
			"recommendedWeight": "10",
			"targetWeight": "8.5",
			"Name": "IS_MP_BONA300",
			"level": "4",
			"parentId": "28",
			"ID": "45",
			"isCustomized": "false"
		},
		{
			"recommendedWeight": "10",
			"targetWeight": "8.5",
			"Name": "IS_MP_FUNA300",
			"level": "4",
			"parentId": "30",
			"ID": "46",
			"isCustomized": "false"
		},
		{
			"recommendedWeight": "6",
			"targetWeight": "7.35",
			"Name": "DC STNA300 Amazon",
			"level": "4",
			"parentId": "26",
			"ID": "49",
			"isCustomized": "false"
		},
		{
			"recommendedWeight": "4.5",
			"targetWeight": "5.51",
			"Name": "DC STNA300 Alphabet",
			"level": "4",
			"parentId": "26",
			"ID": "50",
			"isCustomized": "false"
		},
		{
			"recommendedWeight": "4.5",
			"targetWeight": "5.51",
			"Name": "DC STNA300 Accenture",
			"level": "4",
			"parentId": "26",
			"ID": "51",
			"isCustomized": "false"
		},
		{
			"recommendedWeight": "4",
			"targetWeight": "3.4",
			"Name": "DC BONA300 Basf",
			"level": "4",
			"parentId": "28",
			"ID": "52",
			"isCustomized": "false"
		},
		{
			"recommendedWeight": "3",
			"targetWeight": "2.55",
			"Name": "DC BONA300 Citicorp",
			"level": "4",
			"parentId": "28",
			"ID": "53",
			"isCustomized": "false"
		},
		{
			"recommendedWeight": "3",
			"targetWeight": "2.55",
			"Name": "DC BONA300 Daimler AG",
			"level": "4",
			"parentId": "28",
			"ID": "54",
			"isCustomized": "false"
		},
		{
			"recommendedWeight": "4",
			"targetWeight": "3.4",
			"Name": "DC FUNA300 JPMC",
			"level": "4",
			"parentId": "30",
			"ID": "55",
			"isCustomized": "false"
		},
		{
			"recommendedWeight": "3.5",
			"targetWeight": "2.98",
			"Name": "DC FUNA300 Scb Mutual Fund",
			"level": "4",
			"parentId": "30",
			"ID": "56",
			"isCustomized": "false"
		},
		{
			"recommendedWeight": "2.5",
			"targetWeight": "2.13",
			"Name": "DC FUNA300 Uk Mutual Fund",
			"level": "4",
			"parentId": "30",
			"ID": "57",
			"isCustomized": "false"
		},
		{
			"recommendedWeight": "0",
			"targetWeight": "0.0",
			"Name": "Current Account",
			"level": "2",
			"parentId": "6",
			"ID": "60",
			"isCustomized": "false"
		}
	]
}

Error Message: Unauthorized Access

• Wealth FO
• TAP

• X-Kony-Authorization
• X-Kony-ReportingParams

Parameters

portfolioID (Mandatory)

Specifies the ID of the customer’s portfolio.

{
	"portfolioId": "190399-10",
	"portfolioDimensionE": "Portfolio",
	"sessionStatusE": "Rejected",
	"funcResultCode": "MANAGER00001915"
}

Parameters

/status (Mandatory)

Specifies the success or the error status of the service.

/message (Mandatory)

Specifies the message.

{
	"status": "success",
	"httpStatusCode": 200,
	"opstatus": 0,
	"message": "Update succeeded."
}

Error Message: Unauthorized Access

• Wealth FO
• TAP

• X-Kony-Authorization
• X-Kony-ReportingParams

Parameters

portfolioID (Mandatory)

Specifies the ID of the customer’s portfolio.

portfolioServiceType (Mandatory)

Specifies the service type of customer’s portfolio.

percentN (Mandatory)

Specifies the answered percentage.

questionnaireDefCode (Mandatory)

Specifies the questionnaire code.

portfolioCode (Mandatory)

Specifies the ID of the customer’s portfolio.

statusE (Mandatory)

Specifies the questionnaire status.

ageCategory (Mandatory)

Specifies the age of the customer.

financialNeeds (Mandatory)

Specifies the financial needs of customer.

incomeExpectation (Mandatory)

Specifies the income expectation of the customer.

investmentKnowledge (Mandatory)

Specifies the investment knowledge of customer.

investmentPeriod (Mandatory)

Specifies the investment period of customer.

marketFallBehaviour (Mandatory)

Specifies the market fall behaviour of the customer.

investmentObjective (Mandatory)

Specifies the investment objective of customer.

{
    "portfolioId": "100777-4",
    "portfolioServiceType": "Advisory",
    "percentN": 40,
    "portfolioCode": "190493-1",
    "questionnaireDefCode": "PCK_DS_INVEST_PROF",
    "statusE": "To Validate",
    "ageCategory": "30_TO_BELOW_40",
    "description": "string",
    "financialNeeds": "VERY_EASILY",
    "generalDescription": "string",
    "incomeExpectation": "FALL",
    "investmentKnowledge": "LIMITED",
    "investmentObjective": "CAPITAL_PRESERVATION",
    "investmentPeriod": "10_YEARS_AND_ABOVE",
    "marketFallBehaviour": "ACCEPT_MINIMAL_DECLINES",
    "maxLossToleranceCapacity": "BETWEEN_20_AND_25",
    "page": 2,
    "percentCompletion": 100.00,
    "questionnaireHistoCode": "qu_PCK_DS_INVEST_PROF_20221021-00000002",
    "riskToleranceDescription": "Risk is an unavoidable part of investing. Historically, investments with higher return potential have required a higher tolerance for risk.Therefore, by clearly defining your risk tolerance, we will be better prepared to choose the most appropriate investments for your portfolio.",
    "timeHorizonDescription": "Your time horizon defines when you want to achieve a goal."
}

Parameters

/status (Mandatory)

Specifies whether the service is success or not.

/score (Mandatory)

To determine user’s portfolio score.

/opstatus (Mandatory)

Segment opstatus is Mandatory.

/httpStatusCode (Mandatory)

Segment opstatus is Mandatory

{
    "status": "success",
    "score": "28.0",
    "opstatus": 0,
    "httpStatusCode": 200
}

Error Message: Unauthorized Access

• X-Kony-Authorization
• X-Kony-ReportingParams

Parameters

portfolioID (Mandatory)

Specifies the ID of the customer’s portfolio.

portfolioServiceType (Mandatory)

Specifies the service type of customer’s portfolio.

strategyId (Mandatory)

Specifies the strategy ID.

strategyName (Mandatory)

Specifies the strategy name.

{
    "strategyId": "IRS_IP_ACTIVE",
    "strategyName": "active",
    "portfolioId": "190332-2",
    "portfolioServiceType": "Advisory"
}

Parameters

/status (Mandatory)

Specifies the success or the error status of the service.

/httpStatusCode (Mandatory)

Specifies the http status code.

/opstatus (Mandatory)

Specifies the opstatus.

/ID (Mandatory)

Determines the unique identifier.

{
    "status": "success",
    "id": "17019",
    "opstatus": 0,
    "httpStatusCode": 200
}

Error Message: Unauthorized Access

• X-Kony-Authorization
• X-Kony-ReportingParams

Parameters

portfolioID (Mandatory)

Specifies the ID of the customer’s portfolio.

portfolioServiceType (Mandatory)

Specifies the service type of customer’s portfolio.

{
	"portfolioId": "190399-11",
	"portfolioServiceType": "Advisory",
	"strategyName": "Active"
}

Parameters

/status (Mandatory)

Specifies the success or the error status of the service.

/strategyId (Mandatory)

Specifies the strategy id.

/recStrategy (Mandatory)

Specifies the JSON array that contains the recommended strategy details.

/questionCode (Mandatory)

Determines the question code for object.

/alternateStrategy (Mandatory)

Specifies the JSON array that contains the alternate strategy details.

/strategyName (Mandatory)

Description of the strategyName

/assetCompo (Mandatory)

Specifies the asset details.

{
	"status": "success",
	"opstatus": 0,
	"httpStatusCode": 200,
	"recStrategy": [
		{
			"strategyName": "Active",
			"strategyId": "IRS_IP_ACTIVE",
			"assetsCompo": [
				{
					"assetName": "en_IRS_Stock_TC01",
					"weight": "40"
				},
				{
					"assetName": "en_IRS_FUNDS_TC01",
					"weight": "20"
				},
				{
					"assetName": "en_IRS_BONDS_TC01",
					"weight": "30"
				},
				{
					"assetName": "en_IRS_CASH_TC01",
					"weight": "10"
				},
				{
					"assetName": "en_IRS_OTHERS_TC01",
					"weight": "0"
				}
			]
		}
	],
	"alternateStrategy": [
		{
			"strategyName": "Dynamic",
			"strategyId": "IRS_IP_DYNAMIC",
			"assetsCompo": [
				{
					"assetName": "en_IRS_Stock_TC05",
					"weight": "45"
				},
				{
					"assetName": "en_IRS_FUNDS_TC05",
					"weight": "10"
				},
				{
					"assetName": "en_IRS_BONDS_TC05",
					"weight": "35"
				},
				{
					"assetName": "en_IRS_CASH_TC05",
					"weight": "10"
				},
				{
					"assetName": "en_IRS_OTHERS_TC05",
					"weight": "0"
				}
			]
		},
		{
			"strategyName": "Secure",
			"strategyId": "IRS_IP_SECURE",
			"assetsCompo": [
				{
					"assetName": "en_IRS_Stock_TC03",
					"weight": "30"
				},
				{
					"assetName": "en_IRS_FUNDS_TC03",
					"weight": "20"
				},
				{
					"assetName": "en_IRS_BONDS_TC03",
					"weight": "30"
				},
				{
					"assetName": "en_IRS_CASH_TC03",
					"weight": "20"
				},
				{
					"assetName": "en_IRS_OTHERS_TC03",
					"weight": "0"
				}
			]
		},
		{
			"strategyName": "Conservative",
			"strategyId": "IRS_IP_CONSERVATIVE",
			"assetsCompo": [
				{
					"assetName": "en_IRS_Stock_TC04",
					"weight": "20"
				},
				{
					"assetName": "en_IRS_FUNDS_TC04",
					"weight": "30"
				},
				{
					"assetName": "en_IRS_BONDS_TC04",
					"weight": "20"
				},
				{
					"assetName": "en_IRS_CASH_TC04",
					"weight": "30"
				},
				{
					"assetName": "en_IRS_OTHERS_TC04",
					"weight": "0"
				}
			]
		},
		{
			"strategyName": "Balanced",
			"strategyId": "IRS_IP_BALANCED",
			"assetsCompo": [
				{
					"assetName": "en_IRS_Stock_TC02",
					"weight": "25"
				},
				{
					"assetName": "en_IRS_FUNDS_TC02",
					"weight": "25"
				},
				{
					"assetName": "en_IRS_BONDS_TC02",
					"weight": "25"
				},
				{
					"assetName": "en_IRS_CASH_TC02",
					"weight": "25"
				},
				{
					"assetName": "en_IRS_OTHERS_TC02",
					"weight": "0"
				}
			]
		}
	]
}

Error Message: Unauthorized Access

Wealth FO

• X-Kony-Authorization
• X-Kony-ReportingParams

Parameters

portfolioID (Mandatory)

Specifies the ID of the customer’s portfolio

portfolioServiceType (Mandatory)

Specifies the Service Type of customer’s portfolio

{
    "portfolioId": "190399-11"
    "portfolioServiceType": "Advisory"
}

Parameters

/status (Mandatory)

Specifies whether the service is success or not.

/strategyId (Mandatory)

Specifies the Unique ID of Strategy.

/recStrategyName (Mandatory)

Specifies the strategy name.

/strategyList (Mandatory)

Specifies the list of strategies.

/strategyName (Mandatory)

Specifies the strategy name depending on the value of risk level

/minVal (Mandatory)

Specifies the minimum value of that strategy.

/maxVal (Mandatory)

Specifies the maximum value of that strategy.

/assets (Mandatory)

Specifies the JSON Array containing the asset details.

/assetName (Mandatory)

Specifies the asset name.

/weight (Mandatory)

Specifies the weight of different assets.

{
	"status": "success",
	"recStrategyName": "Active",
	"strategyId": "IRS_IP_ACTIVE",
	"recRiskLevel": "30",
	"strategyList": [
		{
			"strategyName": "Secure",
			"minVal": "0",
			"maxVal": "14"
		},
		{
			"strategyName": "Conservative",
			"minVal": "15",
			"maxVal": "17"
		},
		{
			"strategyName": "Balanced",
			"minVal": "18",
			"maxVal": "24"
		},
		{
			"strategyName": "Active",
			"minVal": "25",
			"maxVal": "32"
		},
		{
			"strategyName": "Dynamic",
			"minVal": "33",
			"maxVal": "40"
		}
	],
	"assets": [
		{
			"assetName": "en_IRS_Stock_TC01",
			"weight": "40"
		},
		{
			"assetName": "en_IRS_FUNDS_TC01",
			"weight": "20"
		},
		{
			"assetName": "en_IRS_BONDS_TC01",
			"weight": "30"
		},
		{
			"assetName": "en_IRS_CASH_TC01",
			"weight": "10"
		},
		{
			"assetName": "en_IRS_OTHERS_TC01",
			"weight": "0"
		},
		{
			"assetName": "IRS_IP_ACTIVE",
			"weight": "0"
		}
	],
	"opstatus": 0,
	"httpStatusCode": 200
}

Wealth FO

• X-Kony-Authorization
• X-Kony-ReportingParams

Parameters

portfolioID (Mandatory)

Specifies the ID of the customer’s portfolio

portfolioServiceType (Mandatory)

Specifies the service type of customer’s portfolio.

{
    "portfolioId": "100777-5",
    "portfolioServiceType": "Advisory"
}

Parameters

/status (Mandatory)

Specifies the success or the error status of the service

/expiryDate (Mandatory)

Specifies the expiry date.

/isValid (Mandatory)

Specifies whether the isValid is success or not.

/message (Mandatory)

Specifies message based on the isValid.

/opstatus (Mandatory)

Segment opstatus is Mandatory.

/httpStatusCode (Mandatory)

Segment httpstatuscode is Mandatory.

{
    "status": "success",
    "expiryDate": "10/09/2022",
    "isValid": "false",
    "message": "Current profile expired",
    "opstatus": 0,
    "httpStatusCode": 200
}

• X-Kony-Authorization
• X-Kony-ReportingParams

Parameters

portfolioID (Mandatory)

Specifies the ID of the customer’s portfolio

{
    "portfolioId": "190404-1"
}
 

Parameters

/status (Mandatory)

Specifies whether the service is success or not.

/portfolioId (Mandatory)

Specifies the portfolio ID.

/asset (Mandatory)

Specifies the JSON array of asset details.

/region (Mandatory)

Specifies the JSON array of region details.

/currency (Mandatory)

Specifies the JSON array of currency details.

{
    "portfolioID": "190404-1",
    "asset": [
        {
            "totalValue": "998327.87",
            "baseCurrency": "USD",
            "assetClass": "Liquidity",
            "valueByAssetClass": "698327.87",
            "weightByAssetClass": "69.95"
        },
        {
            "totalValue": "998327.87",
            "baseCurrency": "USD",
            "assetClass": "Stocks",
            "valueByAssetClass": "300000.00",
            "weightByAssetClass": "30.05"
        }
    ],
    "currency": [
        {
            "totalValue": "998327.87",
            "sectorCurrency": "USD",
            "baseCurrency": "USD",
            "weightByCurrency": "100.00",
            "valueByCurrency": "998327.87"
        }
    ],
    "region": [
        {
            "totalValue": "998327.87",
            "region": "North America",
            "baseCurrency": "USD",
            "valueByRegion": "998327.87",
            "weightByRegion": "100.00"
        }
    ],
    "status": "success",
    "opstatus": 0,
    "httpStatusCode": 200
}
}

• X-Kony-Authorization
• X-Kony-ReportingParams

Parameters

portfolioId (Mandatory)

Specifies the ID of customer’s portfolio

portfolioServiceType (Mandatory)

Specifies the service type of customer’s portfolio

{
    "portfolioId": "100777-4"
    "portfolioServiceType": "Advisory"
}

Parameters

/status (Mandatory)

Specifies whether the service is success or not.

/Assets (Mandatory)

Specifies the JSON Array containing the asset details.

/currentWeight (Mandatory)

Specifies the current weight by Region.

/level (Mandatory)

Specifies the level of the specific segment.

/strategyWeight (Mandatory)

Specifies the Strategy weight by Region.

/parentId (Mandatory)

Specifies the ID of the upper asset class.

/ID (Mandatory)

Specifies the Unique ID of the each asset name.

/Name (Mandatory)

Specifies the Name of the asset class.

/healthStatus (Mandatory)

Specifies the Status of health parameters.

}
{
    "status": "success",
    "portfolioID": "190332-5",
    "Assets": [{
        "currentWeight": "43.45",
        "level": "2",
        "strategyWeight": "43.45",
        "parentId": "90",
        "ID": "139",
        "Name": "Current Account",
        "healthStatus": "0"
    }, {
        "currentWeight": "43.45",
        "level": "2",
        "strategyWeight": "43.45",
        "parentId": "48",
        "ID": "138",
        "Name": "Current Account",
        "healthStatus": "0"
    }, {
        "currentWeight": "43.45",
        "level": "2",
        "strategyWeight": "43.45",
        "parentId": "6",
        "ID": "137",
        "Name": "Current Account",
        "healthStatus": "0"
    }, {
        "currentWeight": "16.47",
        "level": "4",
        "strategyWeight": "16.47",
        "parentId": "74",
        "ID": "130",
        "Name": "DC STNA90 TC1019",
        "healthStatus": "0"
    }, {
        "currentWeight": "16.47",
        "level": "4",
        "strategyWeight": "16.47",
        "parentId": "32",
        "ID": "129",
        "Name": "DC STNA90 TC1019",
        "healthStatus": "0"
    }, {
        "currentWeight": "40.08",
        "level": "4",
        "strategyWeight": "40.08",
        "parentId": "68",
        "ID": "122",
        "Name": "DC STNA300 TC1019",
        "healthStatus": "0"
    }, {
        "currentWeight": "40.08",
        "level": "4",
        "strategyWeight": "40.08",
        "parentId": "26",
        "ID": "121",
        "Name": "DC STNA300 TC1019",
        "healthStatus": "0"
    }, {
        "currentWeight": "16.47",
        "level": "4",
        "strategyWeight": "16.47",
        "parentId": "109",
        "ID": "120",
        "Name": "DC STNA90 TC1019",
        "healthStatus": "0"
    }, {
        "currentWeight": "0",
        "level": "4",
        "strategyWeight": "0",
        "parentId": "78",
        "ID": "119",
        "Name": "INW FUNA90 TC224",
        "healthStatus": "1"
    }, {
        "currentWeight": "0",
        "level": "4",
        "strategyWeight": "0",
        "parentId": "32",
        "ID": "118",
        "Name": "INW STNA90 TC224",
        "healthStatus": "1"
    }, {
        "currentWeight": "16.47",
        "level": "4",
        "strategyWeight": "16.47",
        "parentId": "109",
        "ID": "117",
        "Name": "INW_MP_STNA90_TC04",
        "healthStatus": "0"
    }, {
        "currentWeight": "0",
        "level": "4",
        "strategyWeight": "0",
        "parentId": "78",
        "ID": "116",
        "Name": "IRS_FUNA90_MP",
        "healthStatus": "0"
    }, {
        "currentWeight": "0",
        "level": "4",
        "strategyWeight": "0",
        "parentId": "32",
        "ID": "115",
        "Name": "IRS_STNA90_MP",
        "healthStatus": "0"
    }, {
        "currentWeight": "0",
        "level": "3",
        "strategyWeight": "0",
        "parentId": "97",
        "ID": "114",
        "Name": "INW_OTHERS_TC04",
        "healthStatus": "0"
    }, {
        "currentWeight": "0",
        "level": "3",
        "strategyWeight": "0",
        "parentId": "96",
        "ID": "113",
        "Name": "INW_OTHERS_TC04",
        "healthStatus": "0"
    }, {
        "currentWeight": "0",
        "level": "3",
        "strategyWeight": "0",
        "parentId": "95",
        "ID": "112",
        "Name": "INW_OTHERS_TC04",
        "healthStatus": "0"
    }, {
        "currentWeight": "0",
        "level": "3",
        "strategyWeight": "0",
        "parentId": "97",
        "ID": "111",
        "Name": "INW_SECTOR_90_TC04",
        "healthStatus": "1"
    }, {
        "currentWeight": "0",
        "level": "3",
        "strategyWeight": "0",
        "parentId": "96",
        "ID": "110",
        "Name": "INW_SECTOR_90_TC04",
        "healthStatus": "0"
    }, {
        "currentWeight": "16.47",
        "level": "3",
        "strategyWeight": "16.47",
        "parentId": "95",
        "ID": "109",
        "Name": "INW_SECTOR_90_TC04",
        "healthStatus": "0"
    }, {
        "currentWeight": "0",
        "level": "3",
        "strategyWeight": "0",
        "parentId": "97",
        "ID": "108",
        "Name": "INW_SECTOR_300_TC04",
        "healthStatus": "1"
    }, {
        "currentWeight": "0",
        "level": "3",
        "strategyWeight": "0",
        "parentId": "96",
        "ID": "107",
        "Name": "INW_SECTOR_300_TC04",
        "healthStatus": "1"
    }, {
        "currentWeight": "40.08",
        "level": "4",
        "strategyWeight": "40.08",
        "parentId": "104",
        "ID": "106",
        "Name": "DC STNA300 TC1019",
        "healthStatus": "0"
    }, {
        "currentWeight": "40.08",
        "level": "4",
        "strategyWeight": "40.08",
        "parentId": "104",
        "ID": "105",
        "Name": "INW_BUY_RL_TC04",
        "healthStatus": "0"
    }, {
        "currentWeight": "40.08",
        "level": "3",
        "strategyWeight": "40.08",
        "parentId": "95",
        "ID": "104",
        "Name": "INW_SECTOR_300_TC04",
        "healthStatus": "1"
    }, {
        "currentWeight": "0",
        "level": "2",
        "strategyWeight": "0",
        "parentId": "88",
        "ID": "100",
        "Name": "INW_OTHERS_TC04",
        "healthStatus": "0"
    }, {
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        "level": "2",
        "strategyWeight": "0",
        "parentId": "89",
        "ID": "99",
        "Name": "INW_OTHERS_TC04",
        "healthStatus": "0"
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        "level": "2",
        "strategyWeight": "0",
        "parentId": "87",
        "ID": "98",
        "Name": "INW_OTHERS_TC04",
        "healthStatus": "0"
    }, {
        "currentWeight": "0",
        "level": "2",
        "strategyWeight": "0",
        "parentId": "88",
        "ID": "97",
        "Name": "INW_NA_TC04",
        "healthStatus": "1"
    }, {
        "currentWeight": "0",
        "level": "2",
        "strategyWeight": "0",
        "parentId": "89",
        "ID": "96",
        "Name": "INW_NA_TC04",
        "healthStatus": "1"
    }, {
        "currentWeight": "56.55",
        "level": "2",
        "strategyWeight": "56.55",
        "parentId": "87",
        "ID": "95",
        "Name": "INW_NA_TC04",
        "healthStatus": "1"
    }, {
        "currentWeight": "0",
        "level": "1",
        "strategyWeight": "0",
        "parentId": "86",
        "ID": "91",
        "Name": "INW_OTHERS_TC04",
        "healthStatus": "0"
    }, {
        "currentWeight": "43.45",
        "level": "1",
        "strategyWeight": "43.45",
        "parentId": "86",
        "ID": "90",
        "Name": "INW_CASH_TC04",
        "healthStatus": "1"
    }, {
        "currentWeight": "0",
        "level": "1",
        "strategyWeight": "0",
        "parentId": "86",
        "ID": "89",
        "Name": "INW_BONDS_TC04",
        "healthStatus": "1"
    }, {
        "currentWeight": "0",
        "level": "1",
        "strategyWeight": "0",
        "parentId": "86",
        "ID": "88",
        "Name": "INW_FUNDS_TC04",
        "healthStatus": "1"
    }, {
        "currentWeight": "56.55",
        "level": "1",
        "strategyWeight": "56.55",
        "parentId": "86",
        "ID": "87",
        "Name": "INW_Stock_TC04",
        "healthStatus": "1"
    }, {
        "currentWeight": "100",
        "level": "0",
        "strategyWeight": "100",
        "parentId": "1",
        "ID": "86",
        "Name": "INW_ALLOCATION_TC04",
        "healthStatus": "0"
    }, {
        "currentWeight": "0",
        "level": "3",
        "strategyWeight": "0",
        "parentId": "58",
        "ID": "85",
        "Name": "IRS_OTHERS_TC05",
        "healthStatus": "0"
    }, {
        "currentWeight": "0",
        "level": "3",
        "strategyWeight": "0",
        "parentId": "55",
        "ID": "84",
        "Name": "IRS_OTHERS_TC05",
        "healthStatus": "0"
    }, {
        "currentWeight": "0",
        "level": "3",
        "strategyWeight": "0",
        "parentId": "57",
        "ID": "83",
        "Name": "IRS_OTHERS_TC05",
        "healthStatus": "0"
    }, {
        "currentWeight": "0",
        "level": "3",
        "strategyWeight": "0",
        "parentId": "54",
        "ID": "82",
        "Name": "IRS_OTHERS_TC05",
        "healthStatus": "0"
    }, {
        "currentWeight": "0",
        "level": "3",
        "strategyWeight": "0",
        "parentId": "56",
        "ID": "81",
        "Name": "IRS_OTHERS_TC05",
        "healthStatus": "0"
    }, {
        "currentWeight": "0",
        "level": "3",
        "strategyWeight": "0",
        "parentId": "53",
        "ID": "80",
        "Name": "IRS_OTHERS_TC05",
        "healthStatus": "0"
    }, {
        "currentWeight": "0",
        "level": "3",
        "strategyWeight": "0",
        "parentId": "58",
        "ID": "79",
        "Name": "IRS_SECTOR_90_TC05",
        "healthStatus": "0"
    }, {
        "currentWeight": "0",
        "level": "3",
        "strategyWeight": "0",
        "parentId": "55",
        "ID": "78",
        "Name": "IRS_SECTOR_90_TC05",
        "healthStatus": "0"
    }, {
        "currentWeight": "0",
        "level": "3",
        "strategyWeight": "0",
        "parentId": "57",
        "ID": "77",
        "Name": "IRS_SECTOR_90_TC05",
        "healthStatus": "1"
    }, {
        "currentWeight": "0",
        "level": "3",
        "strategyWeight": "0",
        "parentId": "54",
        "ID": "76",
        "Name": "IRS_SECTOR_90_TC05",
        "healthStatus": "1"
    }, {
        "currentWeight": "0",
        "level": "3",
        "strategyWeight": "0",
        "parentId": "56",
        "ID": "75",
        "Name": "IRS_SECTOR_90_TC05",
        "healthStatus": "1"
    }, {
        "currentWeight": "16.47",
        "level": "3",
        "strategyWeight": "16.47",
        "parentId": "53",
        "ID": "74",
        "Name": "IRS_SECTOR_90_TC05",
        "healthStatus": "1"
    }, {
        "currentWeight": "0",
        "level": "3",
        "strategyWeight": "0",
        "parentId": "58",
        "ID": "73",
        "Name": "IRS_SECTOR_300_TC05",
        "healthStatus": "1"
    }, {
        "currentWeight": "0",
        "level": "3",
        "strategyWeight": "0",
        "parentId": "55",
        "ID": "72",
        "Name": "IRS_SECTOR_300_TC05",
        "healthStatus": "0"
    }, {
        "currentWeight": "0",
        "level": "3",
        "strategyWeight": "0",
        "parentId": "57",
        "ID": "71",
        "Name": "IRS_SECTOR_300_TC05",
        "healthStatus": "0"
    }, {
        "currentWeight": "0",
        "level": "3",
        "strategyWeight": "0",
        "parentId": "54",
        "ID": "70",
        "Name": "IRS_SECTOR_300_TC05",
        "healthStatus": "1"
    }, {
        "currentWeight": "0",
        "level": "3",
        "strategyWeight": "0",
        "parentId": "56",
        "ID": "69",
        "Name": "IRS_SECTOR_300_TC05",
        "healthStatus": "1"
    }, {
        "currentWeight": "40.08",
        "level": "3",
        "strategyWeight": "40.08",
        "parentId": "53",
        "ID": "68",
        "Name": "IRS_SECTOR_300_TC05",
        "healthStatus": "1"
    }, {
        "currentWeight": "0",
        "level": "2",
        "strategyWeight": "0",
        "parentId": "46",
        "ID": "61",
        "Name": "IRS_OTHERS_TC05",
        "healthStatus": "0"
    }, {
        "currentWeight": "0",
        "level": "2",
        "strategyWeight": "0",
        "parentId": "47",
        "ID": "60",
        "Name": "IRS_OTHERS_TC05",
        "healthStatus": "0"
    }, {
        "currentWeight": "0",
        "level": "2",
        "strategyWeight": "0",
        "parentId": "45",
        "ID": "59",
        "Name": "IRS_OTHERS_TC05",
        "healthStatus": "0"
    }, {
        "currentWeight": "0",
        "level": "2",
        "strategyWeight": "0",
        "parentId": "46",
        "ID": "58",
        "Name": "IRS_EUROPE_TC05",
        "healthStatus": "1"
    }, {
        "currentWeight": "0",
        "level": "2",
        "strategyWeight": "0",
        "parentId": "47",
        "ID": "57",
        "Name": "IRS_EUROPE_TC05",
        "healthStatus": "1"
    }, {
        "currentWeight": "0",
        "level": "2",
        "strategyWeight": "0",
        "parentId": "45",
        "ID": "56",
        "Name": "IRS_EUROPE_TC05",
        "healthStatus": "1"
    }, {
        "currentWeight": "0",
        "level": "2",
        "strategyWeight": "0",
        "parentId": "46",
        "ID": "55",
        "Name": "IRS_NA_TC05",
        "healthStatus": "1"
    }, {
        "currentWeight": "0",
        "level": "2",
        "strategyWeight": "0",
        "parentId": "47",
        "ID": "54",
        "Name": "IRS_NA_TC05",
        "healthStatus": "1"
    }, {
        "currentWeight": "56.55",
        "level": "2",
        "strategyWeight": "56.55",
        "parentId": "45",
        "ID": "53",
        "Name": "IRS_NA_TC05",
        "healthStatus": "1"
    }, {
        "currentWeight": "0",
        "level": "1",
        "strategyWeight": "0",
        "parentId": "44",
        "ID": "49",
        "Name": "IRS_OTHERS_TC05",
        "healthStatus": "0"
    }, {
        "currentWeight": "43.45",
        "level": "1",
        "strategyWeight": "43.45",
        "parentId": "44",
        "ID": "48",
        "Name": "IRS_CASH_TC05",
        "healthStatus": "1"
    }, {
        "currentWeight": "0",
        "level": "1",
        "strategyWeight": "0",
        "parentId": "44",
        "ID": "47",
        "Name": "IRS_BONDS_TC05",
        "healthStatus": "1"
    }, {
        "currentWeight": "0",
        "level": "1",
        "strategyWeight": "0",
        "parentId": "44",
        "ID": "46",
        "Name": "IRS_FUNDS_TC05",
        "healthStatus": "1"
    }, {
        "currentWeight": "56.55",
        "level": "1",
        "strategyWeight": "56.55",
        "parentId": "44",
        "ID": "45",
        "Name": "IRS_Stock_TC05",
        "healthStatus": "1"
    }, {
        "currentWeight": "100",
        "level": "0",
        "strategyWeight": "100",
        "parentId": "1",
        "ID": "44",
        "Name": "IRS_ALC_DYNAMIC",
        "healthStatus": "0"
    }, {
        "currentWeight": "0",
        "level": "3",
        "strategyWeight": "0",
        "parentId": "16",
        "ID": "43",
        "Name": "IRS_OTHERS_TC01",
        "healthStatus": "0"
    }, {
        "currentWeight": "0",
        "level": "3",
        "strategyWeight": "0",
        "parentId": "13",
        "ID": "42",
        "Name": "IRS_OTHERS_TC01",
        "healthStatus": "0"
    }, {
        "currentWeight": "0",
        "level": "3",
        "strategyWeight": "0",
        "parentId": "15",
        "ID": "41",
        "Name": "IRS_OTHERS_TC01",
        "healthStatus": "0"
    }, {
        "currentWeight": "0",
        "level": "3",
        "strategyWeight": "0",
        "parentId": "12",
        "ID": "40",
        "Name": "IRS_OTHERS_TC01",
        "healthStatus": "0"
    }, {
        "currentWeight": "0",
        "level": "3",
        "strategyWeight": "0",
        "parentId": "14",
        "ID": "39",
        "Name": "IRS_OTHERS_TC01",
        "healthStatus": "0"
    }, {
        "currentWeight": "0",
        "level": "3",
        "strategyWeight": "0",
        "parentId": "11",
        "ID": "38",
        "Name": "IRS_OTHERS_TC01",
        "healthStatus": "0"
    }, {
        "currentWeight": "0",
        "level": "3",
        "strategyWeight": "0",
        "parentId": "16",
        "ID": "37",
        "Name": "IRS_SECTOR_90_TC01",
        "healthStatus": "1"
    }, {
        "currentWeight": "0",
        "level": "3",
        "strategyWeight": "0",
        "parentId": "13",
        "ID": "36",
        "Name": "IRS_SECTOR_90_TC01",
        "healthStatus": "1"
    }, {
        "currentWeight": "0",
        "level": "3",
        "strategyWeight": "0",
        "parentId": "15",
        "ID": "35",
        "Name": "IRS_SECTOR_90_TC01",
        "healthStatus": "1"
    }, {
        "currentWeight": "0",
        "level": "3",
        "strategyWeight": "0",
        "parentId": "12",
        "ID": "34",
        "Name": "IRS_SECTOR_90_TC01",
        "healthStatus": "1"
    }, {
        "currentWeight": "0",
        "level": "3",
        "strategyWeight": "0",
        "parentId": "14",
        "ID": "33",
        "Name": "IRS_SECTOR_90_TC01",
        "healthStatus": "0"
    }, {
        "currentWeight": "16.47",
        "level": "3",
        "strategyWeight": "16.47",
        "parentId": "11",
        "ID": "32",
        "Name": "IRS_SECTOR_90_TC01",
        "healthStatus": "0"
    }, {
        "currentWeight": "0",
        "level": "3",
        "strategyWeight": "0",
        "parentId": "16",
        "ID": "31",
        "Name": "IRS_SECTOR_300_TC01",
        "healthStatus": "1"
    }, {
        "currentWeight": "0",
        "level": "3",
        "strategyWeight": "0",
        "parentId": "13",
        "ID": "30",
        "Name": "IRS_SECTOR_300_TC01",
        "healthStatus": "0"
    }, {
        "currentWeight": "0",
        "level": "3",
        "strategyWeight": "0",
        "parentId": "15",
        "ID": "29",
        "Name": "IRS_SECTOR_300_TC01",
        "healthStatus": "1"
    }, {
        "currentWeight": "0",
        "level": "3",
        "strategyWeight": "0",
        "parentId": "12",
        "ID": "28",
        "Name": "IRS_SECTOR_300_TC01",
        "healthStatus": "1"
    }, {
        "currentWeight": "0",
        "level": "3",
        "strategyWeight": "0",
        "parentId": "14",
        "ID": "27",
        "Name": "IRS_SECTOR_300_TC01",
        "healthStatus": "1"
    }, {
        "currentWeight": "40.08",
        "level": "3",
        "strategyWeight": "40.08",
        "parentId": "11",
        "ID": "26",
        "Name": "IRS_SECTOR_300_TC01",
        "healthStatus": "1"
    }, {
        "currentWeight": "0",
        "level": "2",
        "strategyWeight": "0",
        "parentId": "4",
        "ID": "19",
        "Name": "IRS_OTHERS_TC01",
        "healthStatus": "0"
    }, {
        "currentWeight": "0",
        "level": "2",
        "strategyWeight": "0",
        "parentId": "5",
        "ID": "18",
        "Name": "IRS_OTHERS_TC01",
        "healthStatus": "0"
    }, {
        "currentWeight": "0",
        "level": "2",
        "strategyWeight": "0",
        "parentId": "3",
        "ID": "17",
        "Name": "IRS_OTHERS_TC01",
        "healthStatus": "0"
    }, {
        "currentWeight": "0",
        "level": "2",
        "strategyWeight": "0",
        "parentId": "4",
        "ID": "16",
        "Name": "IRS_EUROPE_TC01",
        "healthStatus": "1"
    }, {
        "currentWeight": "0",
        "level": "2",
        "strategyWeight": "0",
        "parentId": "5",
        "ID": "15",
        "Name": "IRS_EUROPE_TC01",
        "healthStatus": "1"
    }, {
        "currentWeight": "0",
        "level": "2",
        "strategyWeight": "0",
        "parentId": "3",
        "ID": "14",
        "Name": "IRS_EUROPE_TC01",
        "healthStatus": "1"
    }, {
        "currentWeight": "0",
        "level": "2",
        "strategyWeight": "0",
        "parentId": "4",
        "ID": "13",
        "Name": "IRS_NA_TC01",
        "healthStatus": "1"
    }, {
        "currentWeight": "0",
        "level": "2",
        "strategyWeight": "0",
        "parentId": "5",
        "ID": "12",
        "Name": "IRS_NA_TC01",
        "healthStatus": "1"
    }, {
        "currentWeight": "56.55",
        "level": "2",
        "strategyWeight": "56.55",
        "parentId": "3",
        "ID": "11",
        "Name": "IRS_NA_TC01",
        "healthStatus": "1"
    }, {
        "currentWeight": "0",
        "level": "1",
        "strategyWeight": "0",
        "parentId": "2",
        "ID": "7",
        "Name": "IRS_OTHERS_TC01",
        "healthStatus": "0"
    }, {
        "currentWeight": "43.45",
        "level": "1",
        "strategyWeight": "43.45",
        "parentId": "2",
        "ID": "6",
        "Name": "IRS_CASH_TC01",
        "healthStatus": "1"
    }, {
        "currentWeight": "0",
        "level": "1",
        "strategyWeight": "0",
        "parentId": "2",
        "ID": "5",
        "Name": "IRS_BONDS_TC01",
        "healthStatus": "1"
    }, {
        "currentWeight": "0",
        "level": "1",
        "strategyWeight": "0",
        "parentId": "2",
        "ID": "4",
        "Name": "IRS_FUNDS_TC01",
        "healthStatus": "1"
    }, {
        "currentWeight": "56.55",
        "level": "1",
        "strategyWeight": "56.55",
        "parentId": "2",
        "ID": "3",
        "Name": "IRS_Stock_TC01",
        "healthStatus": "1"
    }, {
        "currentWeight": "100",
        "level": "0",
        "strategyWeight": "100",
        "parentId": "1",
        "ID": "2",
        "Name": "IRS_ALC_ACTIVE",
        "healthStatus": "0"
    }],
    "opstatus": 0,
    "httpStatusCode": 200
}

• X-Kony-Authorization
• X-Kony-ReportingParams

Parameters

portfolioID (Mandatory)

Specifies the ID of the customer’s portfolio.

portfolioServiceType (Mandatory)

Specifies the service type of customer’s portfolio.

{
    "portfolioId": "100777-4"
    "portfolioServiceType": "Advisory"
}
 

Parameters

/status (Mandatory)

Specifies whether the service is success or not.

/portfolioId (Mandatory)

Specifies the portfolio id.

/investmentConstraintComment (Mandatory)

Specifies the comment for the investment constraints

/investmentConstraintStatus (Mandatory)

Specifies the status parameter

/investmentConstraintDetails (Mandatory)

Specifies the details of the investment constraints.

{
    "portfolioID": "100777-5",
    "investmentConstraintComment": "Some issues with your portfolio health",
    "investmentConstraintStatus": "1",
    "status": "success",
    "opstatus": 0,
    "httpStatusCode": 200,
    "investmentConstraintDetails": [{
        "investmentConstraintDetails": "Sector concentration of 26.98% for Retail exceeds maximum recommended of 20% of the portfolio"
    }, {
        "investmentConstraintDetails": "Sector concentration of Recommended Instruments 20.06% for Computer Services exceeds maximum recommended of 15% of the portfolio"
    }]
}
									

• X-Kony-Authorization
• X-Kony-ReportingParams

Parameters

portfolioId (Mandatory)

Specifies the ID of customer’s portfolio.

portfolioServiceType (Mandatory)

Specifies the service type of customer’s portfolio.

type (Mandatory)

Specifies the Order Type of the portfolio.

sortOrder (Mandatory)

Specifies Sorting Order.

pastProposalId (Mandatory)

Specifies the Past proposal ID of customer’s portfolio.

searchByInstrumentName (Mandatory)

Specifies the Search Key value of the portfolio.

sortBy (Mandatory)

Specifies the Sorting filed of the portfolio.

pageSize (Mandatory)

Specifies the Size of the Page.

pageOffset (Mandatory)

Specifies the Number of Words within a Page.

{
    "portfolioId": "190399-10",
	"portfolioServiceType": "Advisory",
	"type": "orderProposal",
	"sortBy": "currentWeight",
	"sortOrder": "desc",
	"searchByInstrumentName": "",
	"pageSize": "10",
	"pageOffset": "0",
	"pastProposalId": "",
	"funcResultCode": ""
}

Parameters

/status (Mandatory)

Specifies whether the service is success or not.

/totalOrderAmount (Mandatory)

Specifies the total Amount of a Order.

/totalFeesTaxes (Mandatory)

Specifies the total Taxof a Order.

orderAmountCurrency (Mandatory)

Specifies the Currency format of a Order.

/proposaldateTime (Mandatory)

Specifies the Order Proposed Date and Time.

/totalCount (Mandatory)

Specifies the total count of proposed Orders.

/portfolioID (Mandatory)

Specifies the Unique ID of the Portfolio.

/orderProposal (Mandatory)

Specifies the list of Orders.

/instrumentName (Mandatory)

Specifies the Instrument name of the order.

/currentWeight (Mandatory)

Specifies the Current Weight of the Order.

/orderAmount (Mandatory)

Specifies the Order amount.

/investorDocuments (Mandatory)

Specifies the Investor Documents of the Order.

/isinExchange (Mandatory)

Specifies the ISIN Exchange value of different Orders.

/orderQty (Mandatory)

Specifies the Quantity of the Order.

/exchange (Mandatory)

Specifies the Exchange value of different Orders.

/targetWeight (Mandatory)

Specifies Target weight of different Orders.

/ISIN (Mandatory)

Specifies the ISIN value of different Orders.

/order (Mandatory)

Specifies the type of the Order.

{
	"status": "success",
	"totalOrderAmount": "-206560.0",
	"orderAmountCurrency": "USD",
	"totalCount": "2",
	"portfolioID": "190399-10",
	"orderProposal": [
		{
			"instrumentName": "DC STNA90 TC1019",
			"orderAmount": "200000",
			"orderQty": "10000",
			"order": "Sell"
		},
		{
			"instrumentName": "DC STNA90 TC1019",
			"orderAmount": "6560",
			"orderQty": "328",
			"order": "Sell"
		}
	],
	"opstatus": 0,
	"httpStatusCode": 200
}

Wealth FO

• X-Kony-Authorization
• X-Kony-ReportingParams

Parameters

portfolioid (Mandatory)

Specifies the ID of the customer’s portfolio.

portfolioServiceType (Mandatory)

Specifies the service type of customer’s portfolio.

type (Mandatory)

Specifies the type

filter (Mandatory)

Specifies the time period.

{
	"portfolioId": "190399-10",
	"type": "pastProposal",
	"portfolioServiceType": "Advisory",
	"contextId": "39082",
	"filter": "currentYear"
}

Parameters

/status (Mandatory)

Specifies whether the service is success or not.

/portfolioId (Mandatory)

Specifies the portfolio id.

/pastProposal (Mandatory)

Specifies the JSON array of past proposals.

/description (Mandatory)

Specifies the description of past proposals.

/dateTime (Mandatory)

Specifies the date and time of past proposal.

/header (Mandatory)

Specifies the header of past proposals.

/pastProposalId (Mandatory)

Specifies the past proposal id

{
	"status": "success",
	"funcResultCode": "",
	"isNewProp": "false",
	"pastProposal": [
		{
			"description": "Proposal created on 06/03/2023 (10:35) for portfolio TESTPORTFOLIO",
			"dateTime": "17/03/2023,20:00 PM",
			"header": "Expired",
			"pastProposalId": "33027"
		},
		{
			"description": "Proposal created on 06/03/2023 (10:34) for portfolio TESTPORTFOLIO",
			"dateTime": "06/03/2023,10:35 AM",
			"header": "Rejected",
			"pastProposalId": "33025"
		},
		{
			"description": "Proposal created on 27/03/2023 (07:57) for portfolio TESTPORTFOLIO",
			"dateTime": "07/04/2023,20:00 PM",
			"header": "Expired",
			"pastProposalId": "45014"
		},
		{
			"description": "Proposal created on 04/04/2023 (09:39) for portfolio TESTPORTFOLIO",
			"dateTime": "15/04/2023,20:00 PM",
			"header": "Expired",
			"pastProposalId": "53011"
		},
		{
			"description": "Proposal created on 06/03/2023 (09:56) for portfolio TESTPORTFOLIO",
			"dateTime": "06/03/2023,09:56 AM",
			"header": "Released for Trading",
			"pastProposalId": "33021"
		}
	],
	"opstatus": 0,
	"httpStatusCode": 200
}

Wealth FO

• X-Kony-Authorization
• X-Kony-ReportingParams

Parameters

portfolioid (Mandatory)

Specifies the ID of the customer’s portfolio.

portfolioServiceType (Mandatory)

Specifies the service Type of customer’s portfolio.

{
    "portfolioId": "100777-4"
    "portfolioServiceType": "Advisory"
}

Parameters

/status (Mandatory)

Specifies the whether the service is success or not.

/portfolioHealth (Mandatory)

Specifies the JSON Array containing the health parameters.

/healthStatus (Mandatory)

Specifies the status of health parameters.

/healthParameter (Mandatory)

Specifies the parameter of Portfolio.

{
    "status": "success",
    "portfolioHealth": [{
        "healthStatus": "0",
        "healthParameter": "Asset Allocation"
    }, {
        "healthStatus": "0",
        "healthParameter": "Risk Analysis"
    }, {
        "healthStatus": "0",
        "healthParameter": "Investment Constraints"
    }, {
        "healthStatus": "0",
        "healthParameter": "Recommended Instruments"
    }],
    "opstatus": 0,
    "httpStatusCode": 200
}
            

• X-Kony-Authorization
• X-Kony-ReportingParams

Parameters

portfolioid (Mandatory)

Specifies the ID of the customer’s portfolio.

portfolioServiceType (Mandatory)

Specifies the service Type of customer’s portfolio.

{
    "portfolioId": "100777-4"
    "portfolioServiceType": "Advisory"
}

Parameters

/status (Mandatory)

Specifies the whether the service is success or not.

riskAnalysis (Mandatory)

Specifies the JSON Array containing the risk details.

riskStatus (Mandatory)

Specifies the status of risk.

riskPortfolioMeasureP (Mandatory)

Specifies the parameter of risk portfolio.

riskStratMeasureP (Mandatory)

Specifies the parameter of strategy risk.

riskToleranceMinP (Mandatory)

Specifies the parameter of risk tolerance min value.

riskToleranceMaxP (Mandatory)

Specifies the parameter of risk tolerance max value.

{

    "portfolioID": "190332-5",
    "status": "success",
    "riskAnalysis": [{
        "riskStatus": "0",
        "riskPortMeasureP": "0",
        "riskStratMeasureP": "0",
        "riskToleranceMinP": "200",
        "riskToleranceMaxP": "700",
        "riskObjectiveP": "500"
    }]
    "opstatus": 0,
    "httpStatusCode": 200
}

• X-Kony-Authorization
• X-Kony-ReportingParams

Parameters

portfolioID (Mandatory)

Specifies the ID of the customer’s portfolio.

portfolioServiceType (Mandatory)

Specifies the service Type of customer’s portfolio.

{
    "portfolioId": "100777-4"
    "portfolioServiceType": "Advisory"
}

Parameters

/status (Mandatory)

Specifies the whether the service is success or not.

riskAnalysis (Mandatory)

Specifies the JSON Array containing the risk details.

riskStatus (Mandatory)

Specifies the status of risk.

riskPortfolioMeasureP (Mandatory)

Specifies the parameter of risk portfolio.

riskStratMeasureP (Mandatory)

Specifies the parameter of strategy risk.

riskToleranceMinP (Mandatory)

Specifies the parameter of risk tolerance min value.

riskToleranceMaxP (Mandatory)

Specifies the parameter of risk tolerance max value.

{

    "portfolioID": "190332-5",
    "status": "success",
    "riskAnalysis": [{
        "riskStatus": "0",
        "riskPortMeasureP": "0",
        "riskStratMeasureP": "0",
        "riskToleranceMinP": "200",
        "riskToleranceMaxP": "700",
        "riskObjectiveP": "500"
    }]
    "opstatus": 0,
    "httpStatusCode": 200
}

• X-Kony-Authorization
• X-Kony-ReportingParams

Parameters

portfolioID (Mandatory)

Specifies the ID of the customer’s portfolio.

portfolioServiceType (Mandatory)

Specifies the portfolio service Type.

{
    "portfolioId": "190332-6",
    "portfolioServiceType":"Advisory"
}

Parameters

/status (Mandatory)

Specifies the whether the service is success or not.

message (Mandatory)

Specifies the success message.

{
    "message": "Delete succeeded",
    "status": "success",
    "opstatus": 0,
    "httpStatusCode": 200
}

• X-Kony-Authorization
• X-Kony-ReportingParams

Parameters

portfolioID (Mandatory)

Specifies the ID of the customer’s portfolio.

funResultCode (Mandatory)

Specifies the result code of the function.

{
    "portfolioId": "190332-7",
    "funcResultCode" : "MANAGER00000770"
}

Parameters

message (Mandatory)

Specifies the order placed successfully.

{
    "message": "Orders placed successfully.",
    "opstatus": 20013,
    "httpStatusCode": 200
}

• X-Kony-Authorization
• X-Kony-ReportingParams

Parameters

portfolioID (Mandatory)

Specifies the ID field of the customer’s portfolio.

portfolioServiceType (Mandatory)

Specifies the portfolio service type.

{
    "portfolioId": "190404-1",
    "portfolioServiceType": "Advisory"
}

Parameters

status (Mandatory)

Specifies the whether the service is success or not.

constraintDetails (Mandatory)

Specifies the investment constraint details of Advisory Portfolio.

{
    "status": "success",
    "constraintDetails": [
        {
            "investmentConstraintDetails": "Market Segment TEST_SECTOR300 has a current weight of 0 having constraint of minimum 0% and maximum 100%."
        },
        {
            "investmentConstraintDetails": "Instrument DC BONA300 TC1020 has a current value of 0% having constraint of minimum 0% and maximum 100%."
        }
    ],
    "opstatus": 0,
    "httpStatusCode": 200
}

• X-Kony-Authorization
• X-Kony-ReportingParams

Parameters

portfolioID (Mandatory)

Specifies the ID field of the customer’s portfolio.

navPage (Mandatory)

This parameter is used to download the field names.

portfolioServiceType (Mandatory)

Specifies the portfolio service type.

{
    "portfolioId": "100777-5",
    "portfolioServiceType": "Advisory",
    "navPage": "pastProposal"
}

Parameters

base (Mandatory)

Specifies the base 64 value

{
    "status": "success",
    "opstatus": 0,
    "httpStatusCode": 200,
}

• X-Kony-Authorization
• X-Kony-ReportingParams

Parameters

portfolioID (Mandatory)

Specifies the ID field of the customer’s portfolio.

portfolioServiceType (Mandatory)

Specifies the portfolio service type.

strategyID (Mandatory)

Specifies the strategy ID.

strategyName (Mandatory)

Specifies the strategy name of the respective portfolio.

{
	"strategyId": "102",
	"strategyName": "Conservative",
	"portfolioId": "100777-4",
	"portfolioServiceType": "Advisory"
	} 

Parameters

id (Mandatory)

Specifies the strategy id created on success of changing strategy

{
    "status": "success",
    "id": "STRATEGY26810",
    "opstatus": 0,
    "httpStatusCode": 200,
}

• X-Kony-Authorization
• X-Kony-ReportingParams

Parameters

portfolioID (Mandatory)

Specifies the ID field of the customer’s portfolio.

navPage (Mandatory)

This parameter downloads the field names.

portfolioServiceType (Mandatory)

Specifies the portfolio service type.

{
	"portfolioId": "100777-5",
    "portfolioServiceType": "Advisory",
    "navPage": "pastProposal"
} 

Parameters

base (Mandatory)

Specifies the base 64 value.

click here to view the response code

• Wealth FO
• Transact

• X-Kony-Authorization
• X-Kony-ReportingParams

Parameters

portfolioID (Mandatory)

Specifies the ID field of the customer’s portfolio.

navPage (Mandatory)

This parameter downloads the field names.

graphDuration (Mandatory)

Specifies the graph duration.

{
    "portfolioId": "100777-1",
    "navPage": "Portfolio",
    "graphDuration": "OneM"
}

• Wealth FO
• Transact