Investor and Account Details
The Integration API includes methods for retrieving details about the investors and accounts associated with transactions. Detail retrieval can be based on any of the following keys:
ID
correlation ID
extra data key
The ID is the unique identifier for the account or investor.
The correlation ID is a unique identifier specific to the organization.
The extra data key is a key/value pair that can be included in the details of accounts and investors for use as a filter.
Related Concepts
Mapping Your IDs to Corastone IDs
Collecting Data Using Questionnaires
Endpoints
Update Investor's Reference Data
Remove Investor Correlation ID
Getters
Get Investor Correlation IDs History
Get Account Correlation IDs History
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