70 actions

Action

Description

List Accounts

Retrieves a paginated list of accounts.

Get Account

Retrieves a single account by id.

List Contractual Relationships

Retrieves a paginated list of all contractual relationships.

Get Contractual Relationship

Retrieves a single contractual relationship by id.

Get Contractual Relationship Counterparty

Retrieves the contractual relationship's counterparty.

Get Contractual Relationship Party

Retrieves the contractual relationship's party.

Get Contractual Relationship Relationship Type

Retrieves the contractual relationship's relationship type.

Create Contractual Relationship

Creates a new contractual relationship.

Update Contractual Relationship

Updates an contractual relationship.

Delete Contractual Relationship

Deletes a single contractual relationships by id.

List Contractual Relationship Types

Retrieves a paginated list of all contractual relationship types.

List Currencies

Retrieves a paginated list of currencies.

List Entities

Retrieves a paginated list of entities, e.g. a list of Funds in Insight.

Get Entity

Retrieves a single entity by id.

Get Entity Currency

Retrieves the entity's default currency.

Get Entity Entity Type

Retrieves the entity's type, e.g. Limited Liability Company.

List Entity Holding Relationships

Retrieves the entity's holdings.

Get Entity Jurisdiction

Retrieves the entity's jurisdiction.

List Entity Owner Relationships

Retrieves the entity's owners.

List Purposes For Entity

Retrieves the entity's purposes, e.g. General Partner, Co-investment Vehicle, etc.

List Registrations For Entity

Retrieves the entity's registrations.

List Entity Tax Identifiers

Retrieves the entity's tax identifiers.

Get Entity Tax Treatment

Retrieves the entity's tax treatment.

Create Entity

Creates a new entity, e.g. a Fund in Insight.

Update Entity

Updates an entity.

Delete Entity

Deletes a single entity by id.

List Entity Types

Retrieves a paginated list of entity types.

List Entity Purposes

Retrieves a paginated list of entity purposes.

List Entity Registrations

Retrieves a paginated list of entity registrations.

Get Entity Registration

Retrieves a single entity registration by id.

Create Entity Registration

Creates a new Entity Registration.

Update Entity Registration

Updates an entity registration.

Delete Entity Registration

Deletes a single entity registration by id.

List External Entities

Retrieves a paginated list of external entities, e.g. a list of Legal Entity Names in Insight.

Get External Entity

Retrieves a single external entity by id.

List External Entity Holding Relationships

Retrieves the external entity's holdings.

Get External Entity Jurisdiction

Retrieves the external entity's jurisdiction.

Create External Entity

Creates a new external entity, e.g. a Legal Entity Name in Insight.

Update External Entity

Updates an external entity.

Delete External Entity

Deletes a single external entity by id.

List Jurisdictions

Retrieves a paginated list of jurisdictions.

List Ownership Relationships

Retrieves a paginated list of all ownership relationships.

Get Ownership Relationship

Retrieves a single ownership relationship by id.

Get Ownership Relationship Currency

Retrieves the ownership relationship's currency.

Get Ownership Relationship Holding

Retrieves the ownership relationship's holding.

Get Ownership Relationship Owner

Retrieves the ownership relationship's owner.

Get Ownership Relationship Relationship Type

Retrieves the ownership relationship's relationship type.

Create Ownership Relationship

Creates a new ownership relationship.

Update Ownership Relationship

Updates an ownership relationship.

Delete Ownership Relationship

Deletes a single ownership relationships by id.

List Ownership Relationship Types

Retrieves a paginated list of all ownership relationship types.

List People

Retrieves a paginated list of person entities.

Get Person

Retrieves a single person entity by id.

List Person Holding Relationships

Retrieves the person's holdings.

Create Person

Creates a new person.

Update Person

Updates a person.

Delete Person

Deletes a single person by id.

List Registered Agents

Retrieves a paginated list of registered agents.

List Registration Authorities

Retrieves a paginated list of registration authorities.

List Tags

Retrieves a paginated list of tags.

Get Tag

Retrieves a single tag by id.

Create Tag

Creates a new Tag.

Update Tag

Updates a tag.

List Tax Identifiers

Retrieves a paginated list of tax identifiers.

Get Tax Identifier

Retrieves a single tax identifier by id.

Create Tax Identifier

Creates a new Tax Identifier.

Update Tax Identifier

Updates a tax identifier.

Delete Tax Identifier

Deletes a single tax identifier by id.

List Tax Identifier Types

Retrieves a paginated list of tax identifier types.

List Tax Treatments

Retrieves a paginated list of tax treatments.