API Reference

Create orders by investment entities

post
https://api.anduin.app/api/v1/idm//funds//orders

Create orders for specific investment entities

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Path Params
string
required

The ID of the Firm object

string
required

The ID of the Fund object

Body Params
string
required

Anduin ID or Tracking Id of the Client

enum

The type of the order, which is used to determine whether to invite the order contacts or not.
There can be 2 values, you can use either number or string (case sensitive) for selecting type:

  • 0/"NORMAL": Contacts will be invited
  • 1/"OFFLINE": Contacts will not be invited

The default value is 0/"NORMAL".

string

The ID or name of the investor group to associate with the orders. If not specify, the orders will be associated with the 'All Investors' group.

string

The ID of the close to associate with the orders. If not specify, orders will be associated with the latest close.

boolean
Defaults to false

Disable the prefill of profile data stored in IDM to form.

enum

Use documents stored in IDM for AML/KYC document requests in the FS app.
There are 3 options, you can use either number or string (case sensitive) for selecting value:

  • 0/"SKIP_DOCUMENTS": Ignore documents stored in IDM
  • 1/"SHARE_WITH_INVESTORS": Use documents stored in IDM and share them with investors
  • 2/"MARK_AS_PROVIDED": Use documents stored in IDM and mark them as "Provided" in FS without sharing them with investors (Default)
investmentEntities
array of objects
required
length ≥ 1

Specify investment entities will have Fund Sub orders created

investmentEntities*
string
required

Anduin ID or Tracking Id of the Investment Entity

boolean
Defaults to false

Whether to use the investment entity's contact information as the order's contact information.

contacts
array of objects

A non empty list of the order's contact information. The first contact in the list is the order's default contact.

contacts
string

Expected commitment amount of the order

tags
array of strings

List of tags to assign to the order

tags
metaData
object

Custom metadata stored as (key-value) pairs. Keys are user-defined; all values are strings.

additionalFormData
object

Data to add into form in addition to the profile data of Investment Entity.

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Updated about 2 months ago

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Updated about 2 months ago

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