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GET STARTED

  • Introduction
  • Authentication
  • Rate Limit
  • Status Code and Errors
  • Endpoints
  • Long request operations

Fund subscription

  • Key Concepts
  • GraphQL
    • New GraphQL Schema Updates: Introducing Subfund
  • REST API
  • Legacy Webhook
  • Dashboard data
  • Best Practices
    • GraphQL Query Complexity Limitation
    • Use Templates for Data Import & Export
    • Synchronous vs. Asynchronous Calls
    • Email Template
    • Naming convention for Custom ID
    • Retrieve data from miniform

INVESTOR DATA MANAGEMENT

  • Key Concepts
  • Supported Workflow
  • REST API
  • Legacy Webhook

Data Room

  • Key Concepts
  • REST API

WEBHOOK

  • Introduction
  • Configure your Endpoints
  • Webhook Signature Verification
  • Retry Schedule
  • Rate Limit
  • Troubleshooting Tips
  • Source IP Address
  • Events
    • Fund Subscription Events
      • Fund Created
      • Order Created
      • Order Close Updated
      • Order Status Updated
      • Order Tag Updated
      • Order Document Uploaded
      • Data Extraction Status Changed
      • Contact Added
      • Signer Added
      • Form data column updated
      • Custom column updated
    • IDM events
      • Client-related events
      • Investment entity-related events
      • Contact-related events
      • Profile-related events
      • Document-related events
    • Data Room events
      • User-related events

Document System

  • Document Uploading
  • FAQ

INTEGRATION HUB

  • Key concepts
    • Mission and core components
    • Configuration vs permission
    • User role
    • Data management
  • Affinity Integration
    • Investor onboarding (Primary Investor + Collaborators)
  • Allvue CRM Integration
  • Azure Blob Storage Integration
    • Automated document repository
  • Box Integration
    • Automated document repository
  • DealCloud Integration
    • Automated onboarding with FundSub (Primary Investor)
    • Retrieve subscription data
  • DropBox Integration
    • Automated Document Repository
  • Email Integration
    • Tracking Investor Progress in FundSub
    • Tracking Document Uploads in FundSub
    • Tracking Investor's Activities in Data Room
  • FIS Investran Integration
  • Google Cloud Storage Integration
    • Automated Document Repository
  • Google Drive Integration
    • Automated document repository
  • Microsoft SharePoint Integration
    • Automated Document Repository
  • Microsoft Teams Integration
    • Tracking Investor Progress in FundSub
  • Salesforce Integration
    • Automated onboarding with FundSub (Primary Investor)
    • Automated onboarding with FundSub (Primary Investor + Collaborators)
    • Automated onboarding with IDM + FundSub (Primary Investor)
    • Retrieve subscription data
    • Retrieve subscription documents
    • Automated dataroom insights retrieval
  • SFTP Integration
    • Automated document repository
  • Slack Integration
    • Tracking Investor Progress in FundSub
  • Snowflake Integration
    • Data synchronization
  • Wirehouse Integration
    • Morgan Stanley Subscription Pipeline
    • UBS Subscription Pipeline
    • Citibank Subscription Pipeline
  • WorldCheck Integration
    • Automated AML check
  • Technical readings
    • Affinity
      • Prepare Affinity API key
    • Azure
      • Retrieve credentials for third-party apps
    • Box
      • Retrieve credentials for third-party apps
    • DealCloud
      • Getting DealCloud API key and secret
    • DropBox
      • Retrieve credentials for third-party apps
    • Google Cloud Platform
      • Retrieve credentials for third-party apps
    • Google Drive
      • Retrieve credentials for third-party apps
    • MS Teams
      • Retrieve credentials for third-party apps
    • Salesforce
      • Salesforce connected app
      • Create custom flow and trigger point in Salesforce
      • Permission setup for Salesforce
    • SFTP
      • Retrieve credentials for third-party apps
    • Slack
      • Retrieve credentials for third-party apps
    • Snowflake
      • Prepare Snowflake credentials
      • Permission and Role
    • SharePoint
      • Retrieve credentials for third-party apps
    • World Check
      • Prepare WorldCheck credentials
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Best Practices

Suggest Edits

This section provides key best practices to optimize your utilization of the Anduin Fund Subscription public API. Refer to each article for in-depth insights into the following:

  • Understanding and calculating GraphQL complexity limitations
  • Effectively employing templates for importing and exporting form data
  • Distinguishing between synchronous and asynchronous API calls
  • Email template
  • Naming convention for Custom ID

Updated 11 months ago