API Reference

Assign or update investment communication matrices and financial data for a contact

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

Assign or update communication types and financial data for a contact at a specific investment. The communicationTypes map uses 'yes' to subscribe and 'no' to unsubscribe per communication type. The optional financialData field sets permission: 'view' grants access, 'noaccess' revokes it. This endpoint is idempotent.

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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

The Anduin ID or Tracking ID of the Fund Investment object

communicationTypes
object

Map of communication type IDs to yes/no values

string

Financial Data permission controls whether a contact can access financial data at the investment level. Allowed values: view/noaccess.

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Updated 28 days ago

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Updated 28 days ago

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