company

AM/FA - Update Asset Review

Details

/external/v1/primary/asset/{assetId}/review

Synopsis

Update Asset Review

put

This route is used to trigger the request to update the review of an asset (i.e. subscription) on the blockchain for a particular security.

This is to be used during the subscription review process to determine if the subscription is in good order or not.

Any review comment that is published through this endpoint remains in draft with the issuer and any assigned fund admin, it is only broadcast to the investing organization if the comment is selected as part of the "Request Remediation" or "Reject" endpoints.

This triggers an asynchronous process (the id of which is returned on the success response) to persist this information on the blockchain which can be monitored using the "Transactions API" endpoints.

This endpoint can be invoked if the security is in one of the following statuses: ["active","paused"].

This endpoint can be invoked if the asset is in one of the following statuses: ["created","remediation_pending","remediated","modified"].

This endpoint can be invoked by organizations that have at least one of the following roles on this security: ["issuer","service_provider"].

This endpoint can't be invoked if the security is restricted.

This endpoint can be called by applications with access to scope "manageSubscriptionReview".

Authorizations
Path parameters
assetIdanyRequired

The unique identifier of the asset on the blockchain.

This can be a 12 characters platform generated identifier or a correlation id provided by the client. If its length is different from 12 it will be treatead as a correlation id.

Particularly relevant for correlation ids, it is recommended that the ID is url encoded if it contains any special characters.

Example: US9QIMAOAS1Q
Query parameters
isAssetCorrelationIdanyOptional

This property is to be used if the value passed in the "assetId" path parameter is a correlation id instead of a platform generated id.

If set to "true" then the platform will try to obtain the asset data using the path parameter as a correlation id instead of a platform generated id.

Example: true
assetCorrelationOrgIdanyOptional

This is to be used if the value passed in the "assetId" path parameter is a correlation id instead of a platform generated id.

This is the organization identifier linked to that path param. If not provided the organization id will be inferred from the access token.

This will be ignored if the value in the path parameter is 12 characters long and the isAssetCorrelationId is either absent or not "true".

Example: US9QI
Body
transactionDataall ofRequired

This property contains the transactional data information, i.e. which is the security being bought and the investment details

Example: {"securityId":"USS3JKS01I00","signer":{"email":"[email protected]","name":"John Doe"}}
reviewDataall ofOptional

This property contains the review details that can complement the action (e.g. remediation comments, rejection reason comments).

Example: {"comments":[{"data":{"message":"Invalid SSN was provided","category":"EC002"}},{"data":{"message":"Invalid signature was provided","userInfo":{"name":"John Doe","email":"[email protected]","team":"Compliance"},"category":"EC003","flaggedDocument":{"document":{"fileId":"FILE3JUS03I4"},"details":{"issueType":"mismatched","pageNumber":1,"additionalNotes":"The signature on the top of the page is different than expected according to the provided ID document","issueTypeDetails":"mismatched"}},"extraData":{"custom":"This is a custom field"}}},{"commentId":"USS3JKS01I00SW24"}]}
externalEntityStateall ofOptional

This is an optional property that can be supplied to update the state of the asset within the organization that is making this call.

Example: {"status":"PENDING","extraData":{"some":"custom property"}}
reviewStatusstring · enumRequired

The intended asset review status.

Possible values:
Responses
200

Successfully triggered the process to update the asset review status on the ledger.

The "processId" and "orchestrationId" properties can be used on the "Transactions API" to monitor the status of this asynchronous process.

The "assetId" property can be used on the "Assets API" to get the details of the digital asset.

application/json
put
PUT /external/v1/primary/asset/{assetId}/review HTTP/1.1
Host: 
Authorization: Bearer YOUR_OAUTH2_TOKEN
Content-Type: application/json
Accept: */*
Content-Length: 810

{
  "transactionData": {
    "securityId": "USS3JKS01I00",
    "signer": {
      "email": "[email protected]",
      "name": "John Doe"
    }
  },
  "reviewData": {
    "comments": [
      {
        "data": {
          "message": "Invalid SSN was provided",
          "category": "EC002"
        }
      },
      {
        "data": {
          "message": "Invalid signature was provided",
          "userInfo": {
            "name": "John Doe",
            "email": "[email protected]",
            "team": "Compliance"
          },
          "category": "EC003",
          "flaggedDocument": {
            "document": {
              "fileId": "FILE3JUS03I4"
            },
            "details": {
              "issueType": "mismatched",
              "pageNumber": 1,
              "additionalNotes": "The signature on the top of the page is different than expected according to the provided ID document",
              "issueTypeDetails": "mismatched"
            }
          },
          "extraData": {
            "custom": "This is a custom field"
          }
        }
      },
      {
        "commentId": "USS3JKS01I00SW24"
      }
    ]
  },
  "externalEntityState": {
    "status": "PENDING",
    "extraData": {
      "some": "custom property"
    }
  },
  "reviewStatus": "initial"
}
{
  "processId": "2159457f-0167-4e93-a969-9cf0db05e0bf",
  "orchestrationId": "2159457f-0167-4e93-a969-9cf0db05e0bf",
  "assetId": "US9QIMAOAS1Q",
  "reviewData": [
    {
      "commentId": "US9QICOMM1",
      "fileIds": [
        "US9QIFILE1",
        "US9QIFILE2"
      ]
    }
  ]
}
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