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Contains functionality around contact relationship.
For endpoints that support localization the language can be passed either as a query string parameter (using the name 'language') or in the 'accept-language' header.
If no language is passed to such endpoints then the default configured language will be used.
Removes association of one or more participants from the specified contact. When data segregation is enabled, applications of any of the specified participants may no longer access the specified contact. Note that any existing member association is not automatically revoked and required to be handled separately.
| contactId required | integer <int32> Contact id |
| Accept-Language | string The ISO 639-1 language to use for localizable data. |
The parameter DTO
| participantUids | Array of strings <uuid> Nullable |
No Content
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "participantUids": [
- "string"
]
}{- "code": "General",
- "subCode": "string",
- "message": "string",
- "correlationId": "string",
- "properties": {
- "property1": null,
- "property2": null
}
}Associates one or more participants to the specified contact. When data segregation is enabled:
| contactId required | integer <int32> Contact id |
| Accept-Language | string The ISO 639-1 language to use for localizable data. |
The parameter DTO
| participantUIds | Array of strings <uuid> Nullable |
No Content
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "participantUIds": [
- "string"
]
}{- "code": "General",
- "subCode": "string",
- "message": "string",
- "correlationId": "string",
- "properties": {
- "property1": null,
- "property2": null
}
}The endpoint returns the profile(s) of the advisor(s) of the contact.
| contactId required | integer <int32> Contact Id |
| Accept-Language | string The ISO 639-1 language to use for localizable data. |
OK
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "advisors": [
- {
- "id": 80,
- "firstName": "James",
- "lastName": "May",
- "email": "james.may@additiv.ch",
- "phone": "+1-284 4351245",
- "bankId": 1,
- "bankBranchId": 2,
- "hasProfilePicture": true,
- "isActivated": false,
- "uid": "00000000-0000-0000-0000-000000000000"
}, - {
- "id": 81,
- "firstName": "Ivan",
- "lastName": "Drago",
- "email": "ivan.drago@additiv.ch",
- "phone": "+1-284 4351245",
- "bankId": 2,
- "bankBranchId": 4,
- "hasProfilePicture": false,
- "isActivated": false,
- "uid": "00000000-0000-0000-0000-000000000000"
}
]
}Returns the stored profile picture of the specified advisor of the contact
| contactId required | integer <int32> Contact Id |
| memberId required | integer <int32> Member Id |
| Accept-Language | string The ISO 639-1 language to use for localizable data. |
OK
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "imageContentBase64": "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",
- "isDefaultImage": false
}Assigns a member to a contact. The assigned member and all members with hierarchy access to that member would have access to all contact information.
| contactId required | integer <int32> Contact id |
| Accept-Language | string The ISO 639-1 language to use for localizable data. |
The parameter DTO
| memberIds | Array of integers <int32> Nullable |
No Content
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "memberIds": [
- 0
]
}{- "code": "General",
- "subCode": "string",
- "message": "string",
- "correlationId": "string",
- "properties": {
- "property1": null,
- "property2": null
}
}Manages member assignment to a contact. The assigned members and all members with hierarchy access to them would have access to all contact information.
| contactId required | integer <int32> Contact id |
| Accept-Language | string The ISO 639-1 language to use for localizable data. |
The parameter DTO
| memberIds | Array of integers <int32> Nullable |
No Content
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "memberIds": [
- 0
]
}{- "code": "General",
- "subCode": "string",
- "message": "string",
- "correlationId": "string",
- "properties": {
- "property1": null,
- "property2": null
}
}Searches for members assigned to the specified contacts. The assigned members and all members with hierarchy access to them have access to all contact information.
| Accept-Language | string The ISO 639-1 language to use for localizable data. |
The parameter DTO
| contactUids | Array of strings <uuid> Nullable |
OK
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "contactUids": [
- "string"
]
}{- "memberAccess": [
- {
- "contactUid": "string",
- "memberUids": [
- "string"
]
}
]
}Validates whether a contact has access to a contact group related entity (e.g. Legal entities, Accounts)
| contactId required | integer <int32> Contact id |
| entityId required | integer <int32> Entity id |
| entityType required | string (EntityTypeLinkedWithContactGroupKey) Enum: "Account" "LegalEntity" "Portfolio" "PortfolioProposal" Entity type |
| Accept-Language | string The ISO 639-1 language to use for localizable data. |
OK
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "hasAccess": true
}Validates whether a member has access to a contact group related entity (e.g. Legal entities, Accounts)
| identityId required | string <uuid> Identity id |
| entityId required | integer <int32> Entity id |
| entityType required | string (EntityTypeLinkedWithContactGroupKey) Enum: "Account" "LegalEntity" "Portfolio" "PortfolioProposal" Entity type |
| Accept-Language | string The ISO 639-1 language to use for localizable data. |
OK
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "hasAccess": false
}Validates whether a contact has access to a contact group
| contactId required | integer <int32> Contact id |
| contactGroupId required | integer <int32> Contact group id |
| Accept-Language | string The ISO 639-1 language to use for localizable data. |
OK
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "hasAccess": true
}Validates whether a member has access to a contact group
| identityId required | string <uuid> Identity id |
| contactGroupId required | integer <int32> Contact group id |
| Accept-Language | string The ISO 639-1 language to use for localizable data. |
OK
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "hasAccess": true
}Deletes a contact group. The caller may delete a group only if they have access to all contacts in the group.
| contactGroupId required | integer <int32> The ID of the contact group |
| Accept-Language | string The ISO 639-1 language to use for localizable data. |
No Content
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "code": "General",
- "subCode": "string",
- "message": "string",
- "correlationId": "string",
- "properties": {
- "property1": null,
- "property2": null
}
}Retrieves details of a contact group. The caller may retrieve details of a group if they have access to at least one contact in the group.
| contactGroupId required | integer <int32> The ID of the contact group |
| Accept-Language | string The ISO 639-1 language to use for localizable data. |
OK
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "groupId": 0,
- "groupName": "string",
- "groupExternalId": "string",
- "customAttributes": "string",
- "contacts": [
- {
- "contactId": 0,
- "contactName": "string",
- "contactExternalId": "string",
- "comment": "string",
- "customAttributes": "string",
- "calculatedRiskCategory": {
- "id": 0,
- "name": "string"
}, - "chosenRiskCategory": {
- "id": 0,
- "name": "string"
}, - "accessPolicy": [
- {
- "key": "BeneficialOwner",
- "name": "string",
- "id": 0
}
]
}
]
}Modifies a contact group. The caller may modify a group only if they have access to all contacts in the group.
| contactGroupId required | integer <int32> The ID of the contact group |
| Accept-Language | string The ISO 639-1 language to use for localizable data. |
The parameter DTO.
| groupName | string Nullable |
| groupExternalId | string Nullable |
| customAttributes | string Nullable |
| contacts | Array of objects (Api.ContactGroupManagement.ModifyContactGroup.Contact) Nullable |
No Content
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "groupName": "string",
- "groupExternalId": "string",
- "customAttributes": "string",
- "contacts": [
- {
- "contactId": 0,
- "comment": "string",
- "customAttributes": "string",
- "chosenRiskCategoryId": 0,
- "accessPolicyIds": [
- 0
]
}
]
}{- "code": "General",
- "subCode": "string",
- "message": "string",
- "correlationId": "string",
- "properties": {
- "property1": null,
- "property2": null
}
}Retrieves details of all contact groups of a contact (even if the caller does not have access to some of the contacts in these groups).
| contactId required | integer <int32> The ID of the contact |
| Accept-Language | string The ISO 639-1 language to use for localizable data. |
OK
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "groups": [
- {
- "groupId": 0,
- "groupName": "string",
- "groupExternalId": "string",
- "customAttributes": "string",
- "contacts": [
- {
- "id": 0,
- "name": "string",
- "accessPolicies": [
- {
- "key": "BeneficialOwner",
- "name": "string",
- "id": 0
}
]
}
]
}
]
}Creates a new contact group.
| contactId required | integer <int32> The ID of the contact |
| Accept-Language | string The ISO 639-1 language to use for localizable data. |
The parameter DTO.
| groupName | string Nullable |
| groupExternalId | string Nullable |
| customAttributes | string Nullable |
| contacts | Array of objects (Api.ContactGroupManagement.CreateContactGroup.Contact) Nullable |
Created
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "groupName": "string",
- "groupExternalId": "string",
- "customAttributes": "string",
- "contacts": [
- {
- "contactId": 0,
- "comment": "string",
- "customAttributes": "string",
- "chosenRiskCategoryId": 0,
- "accessPolicyIds": [
- 0
]
}
]
}{- "id": 0
}Searches contact groups given criteria.
| Accept-Language | string The ISO 639-1 language to use for localizable data. |
The parameter DTO.
| contactIds | Array of integers <int32> Nullable |
| contactGroupIds | Array of integers <int32> Nullable |
| name | string Nullable |
| externalIds | Array of strings Nullable |
OK
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
{- "contactIds": [
- 0
], - "contactGroupIds": [
- 0
], - "name": "string",
- "externalIds": [
- "string"
]
}{- "results": [
- {
- "id": 0,
- "name": "string",
- "externalId": "string",
- "contacts": [
- {
- "id": 0,
- "name": "string"
}
]
}
]
}Retrieves all relatives of a contact.
| contactId required | integer <int32> The contactId of the contact |
| Accept-Language | string The ISO 639-1 language to use for localizable data. |
OK
Bad Request
Unauthorized
Forbidden
Not Found
UnprocessableEntity
Internal Server Error
[- {
- "id": 1,
- "contactId": 13,
- "contactName": "Marta Lopez",
- "relationType": {
- "id": 4,
- "name": "Daughter"
}
}, - {
- "id": 3,
- "contactId": 35,
- "contactName": "Alexei Lutsesku",
- "relationType": {
- "id": 3,
- "name": "Son"
}, - "comment": "Various info"
}
]