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AM/FA/Inv - Update Advisor's Reference Data

Details

/external/v1/advisor/{advisorId}

Synopsis

Update Advisor`s reference data

put

This route is used to update advisor's reference data.

Should be called by the organization that created specified advisor record.

It triggers an asynchronous process that will persist this information on the blockchain, which can be monitored using the "Transactions API" endpoints.

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

Authorizations
Path parameters
advisorIdstringRequired

The unique identifier of the advisor on the blockchain

Example: USS3JKS01I00
Body
transactionDataall ofRequired

This property contains the information regarding who is signing the transaction on the blockchain as well as how it will be signed

Example: {"signer":{"email":"[email protected]","name":"John Doe"}}
dataall ofRequired

This property contains the advisor reference data information.

Example: {"name":"Charles Schwab","type":"FA","companyName":"Advisor Company","contactInfo":[{"email":"[email protected]","phoneNumber":"+1234950987"}]}
Responses
200
Successfully triggered the process to update the advisor's reference data on the ledger The "processId" and "orchestrationId" properties can be used on the "Transactions API" to monitor the status of this asynchronous process.
application/json
400
The following error codes can be returned: - GN0002 - AD0010 - AD0011 - AD0002 - AD0014 Please refer to the error code dictionary for the details of each error code.
application/json
401
The following error codes can be returned: - AU0001 - AU0003 Please refer to the error code dictionary for the details of each error code.
application/json
403
The following error codes can be returned: - AU0002 - AD0012 Please refer to the error code dictionary for the details of each error code.
application/json
404
The following error codes can be returned: - AD0001 Please refer to the error code dictionary for the details of each error code.
application/json
409
The following error codes can be returned: - AD0003 Please refer to the error code dictionary for the details of each error code.
application/json
put
PUT /external/v1/advisor/{advisorId} HTTP/1.1
Host: 
Authorization: Bearer YOUR_OAUTH2_TOKEN
Content-Type: application/json
Accept: */*
Content-Length: 231

{
  "transactionData": {
    "signer": {
      "email": "[email protected]",
      "name": "John Doe"
    }
  },
  "data": {
    "name": "Charles Schwab",
    "type": "FA",
    "companyName": "Advisor Company",
    "contactInfo": [
      {
        "email": "[email protected]",
        "phoneNumber": "+1234950987"
      }
    ]
  }
}
{
  "processId": "2159457f-0167-4e93-a969-9cf0db05e0bf",
  "orchestrationId": "2159457f-0167-4e93-a969-9cf0db05e0bf"
}