API Reference

Assign contact to investment entity

post
https://api.anduin.app/api/v1/idm//contacts//assign-investment-entity

Assign an investment entity to a contact.

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Path Params
string
required

The ID of the Firm object

string
required

The Anduin ID or Tracking ID of the Contact object

Body Params
string
required

Anduin ID or Tracking Id of the Investment Entity

string
enum
Defaults to no

Indicates whether the contact should receive subscription invitation emails for this investment entity. If this setting is already defined at the Client level, attempting to set it at the Investment Entity level will result in an error. Allowed values:

  • yes – The contact will receive future subscription invitations from Anduin.
  • no – The contact will not receive future subscription invitations from Anduin.
Allowed:
string
enum
Defaults to no

Indicates whether the contact should receive document requests for this investment entity. If this setting is already defined at the Client level, attempting to set it at the Investment Entity level will result in an error. Allowed values:

  • yes – The contact will receive document requests from your firm.
  • no – The contact will not receive document requests from your firm.
Allowed:
string
enum
Defaults to noaccess

Indicates whether the contact should have access to the profile of this investment entity. If this setting is already defined at the Client level, attempting to set it at the Investment Entity level will result in an error. Allowed values:

  • view – The contact can view and use profiles in relevant workflows.
  • noaccess – The contact can't view or use profiles in relevant workflows.
Allowed:
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Updated 5 days ago

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Updated 5 days ago