WSO Reference API
Description
The WSO Reference API provides access to Search, Create, Retrieve, Update and Delete for Exchange Rates, Marks and Ratings.
Base Url
https:/services.markitagent.com/Reference/
BankRoutes
Search, Get, Put, Post & Delete operations for BankRoutes.REST Call
Description
Retrieve list of BankRoutes satisfying the input search criteria.
Add a new BankRoute.
Retrieve a BankRoute with WSO ID of {id}.
Update the BankRoute with WSO ID of {id}.
Soft delete the bank route with WSO ID of {id}.
Undelete the bank route with WSO ID of {id}.
Udfs
Delete one or more udf(s) for the BankRoute with WSO ID of {id}.
Retrieve list of udfs for the BankRoute with WSO ID of {id}.
Add one or more udf(s) for the BankRoute with WSO ID of {id}.
Update one or more udf(s) for the BankRoute with WSO ID of {id}.
Delete the udf with name of {name} for the BankRoute with WSO ID of {id}.
Retrieve a udf with name of {name} for BankRoute with WSO ID of {id}.
Update the udf with name of {name} for the BankRoute with WSO ID of {id}.
Retrieve list of udf type(s) for BankRoutes.
Retrieve a specific udf type with name of {name} for BankRoutes.
Composites
Search, Get, Put, Post & Delete operations for Composites.REST Call
Description
Retrieve list of Composites satisfying the input search criteria.
Retrieve Composites with Composite ID of {id}.
Composite Links
Retrieve list of Composites links with Composite ID of {id}.
Contacts
Search, Get, Put, Post & Delete operations for Contacts.REST Call
Description
Retrieve list of Contacts satisfying the input search criteria.
Add a new Contact.
Retrieve a Contact with WSO ID of {id}.
Update the Contact with WSO ID of {id}.
Soft delete the Contact with WSO ID of {id}.
Undelete the Contact with WSO ID of {id}.
Udfs
Delete one or more udf(s) for the Contact with WSO ID of {id}.
Retrieve list of udfs for the Contact with WSO ID of {id}.
Add one or more udf(s) for the Contact with WSO ID of {id}.
Update one or more udf(s) for the Contact with WSO ID of {id}.
Delete the udf with name of {name} for the Contact with WSO ID of {id}.
Retrieve a udf with name of {name} for Contact with WSO ID of {id}.
Update the udf with name of {name} for the Contact with WSO ID of {id}.
Retrieve list of udf type(s) for Contacts.
Retrieve a specific udf type with name of {name} for Contacts.
Country
Search, Get, Put, Post & Delete operations for the Facility asset type.REST Call
Description
Retrieve list of identifier types satisfying the input search criteria.
Add a new Country
Retrieve a Country type with WSO ID of {id}.
Update the Country with WSO ID of {id}.
Soft delete the identifier type with WSO ID of {id}.
Undelete the Intitution with WSO ID of {id}.
CurrencyType
Search, Get, Put, Post & Delete operations for CurrencyType.REST Call
Description
Retrieve list of CurrencyTypes satisfying the input search criteria
Add a new CurrencyType
Retrieve a CurrencyType type with WSO ID of {id}.
Update the CurrencyType with WSO ID of {id}.
Soft delete the CurrencyType with WSO ID of {id}.
Undelete the CurrencyType with WSO ID of {id}.
FeeTypes
Search, Get, Put, Post & Delete operations for fee types.REST Call
Description
Retrieve list of fee satisfying the input search criteria.
Add a new FeeType.
Retrieve a fee with WSO ID of {id}.
Update the feeType with WSO feeType ID of {id}
Soft delete the feeTypes with WSO ID of {id}.
Undelete the feeTypes with WSO ID of {id}.
Index
Search, Get operations for Index.REST Call
Description
Retrieve list of Index satisfying the input search criteria.
Institutions
Search, Get, Put, Post & Delete operations for Institution.REST Call
Description
Retrieve list of Institutions satisfying the input search criteria.
Add a new Institution
Retrieve a Institution with WSO ID of {id}.
Update the Institution with WSO ID of {id}.
Soft delete the Institution with WSO ID of {id}.
Undelete the Intitution with WSO ID of {id}.
Contact
Retrieve contacts for an institution with WSO ID of {id}.
Add a new Contact
Retrieve a Contact with with WSO ID of {contactId} associated with an institution with WSO ID {id}.
Update the Contact with WSO ID of {contactId} associated with an institution with WSO ID {id}.
Ratings
Retrieve list of ratings for institution with WSO ID of {id}.
Add a rating for institution with WSO ID of {id}.
Delete rating with WSO ID of {ratingId} for institution with WSO ID of {id}.
Retrieve rating with WSO ID of {ratingId} for institution with WSO ID of {id}.
Update rating with WSO ID of {ratingId} for institution with WSO ID of {id}.
Ratings History
Retrieve list of all ratings for entire history of institution with WSO ID of {id}.
Udfs
Deletes one or multiple udf(s) for specified institution
Retrieves all or specific udf value(s) for specific institution
Adds one or more udf(s) to specified institution
Updates one or multiple udf(s) for specified institution
Deletes an UDF value from an institution
Retrieves specific udf value for specific institution
Updates one udf for specified institution and udf name
Retrieves all or specific udf type(s) for institution
Retrieves a specific udf type for institution
Portfolios
Search, Get, Put, Post & Delete operations for Portfolios.REST Call
Description
Retrieve list of Portfolios satisfying the input search criteria.
Add a new Portfolio.
Retrieve a Portfolio with WSO ID of {id}.
Update the Portfolio with WSO ID of {id}.
Soft delete the Portfolio with WSO ID of {id}.
Undelete the Portfolio with WSO ID of {id}.
Bank Accounts
Retrieve list of portfolioBankAccount defined for portfolio with a WSO ID of {id}.
Add a new Portfolio bank account
Retrieve a portfolioBankAccount with WSO ID of {portfolioBankAccountId} for portfolio with a WSO ID of {id}.
Update the portfolio bank account with WSO portfolio ID of {id} and Portfolio Bank Account ID of {PortfolioBankAccountId}.
Soft delete a portfolioBankAccount with a WSO ID of {portfolioBankAccountId} for portfolio with WSO ID of {id}.
Undelete a portfolioBankAccount with a WSO ID of {portfolioBankAccountId} for portfolio with WSO ID of {id}.
Composite Link
Retrieve a composites for Portfolio with WSO ID of {id}.
save composites of the portfolio with WSO ID of {id}.
Delete
Fee Types Excluded Portfolio
Get fee types excluded portfolio with WSO ID of {id}.
Add one or more fee types for the Portfolio with WSO ID of {id}.
Trade Auto Settlement
Get Portfolio Trade Settlement
Save Portfolio Trade Settlement
Udfs
Delete one or more udf(s) for the PortfolioBankAccount with WSO ID of {id}.
Retrieve list of udfs for the PortfolioBankAccount with WSO ID of {id}.
Add one or more udf(s) for the PortfolioBankAccount with WSO ID of {id}.
Update one or more udf(s) for the PortfolioBankAccount with WSO ID of {id}.
Delete the udf with name of {name} for the PortfolioBankAccount with WSO ID of {id}.
Retrieve a udf with name of {name} for PortfolioBankAccount with WSO ID of {id}.
Update the udf with name of {name} for the PortfolioBankAccount with WSO ID of {id}.
Delete one or more udf(s) for the Portfolio with WSO ID of {id}.
Retrieve list of udfs for the Portfolio with WSO ID of {id}.
Add one or more udf(s) for the Portfolio with WSO ID of {id}.
Update one or more udf(s) for the Portfolio with WSO ID of {id}.
Delete the udf with name of {name} for the Portfolio with WSO ID of {id}.
Retrieve a udf with name of {name} for Portfolio with WSO ID of {id}.
Update the udf with name of {name} for the Portfolio with WSO ID of {id}.
Retrieve list of udfs for the PortfolioWireInstruction with WSO ID of {id}.
Retrieve a udf with name of {name} for PortfolioWireInstruction with WSO ID of {id}.
Delete one or more udf(s) for the Portfolio Wire Instruction with WSO ID of {id}.
Add one or more udf(s) for the PortfolioWireInstruction with WSO ID of {id}.
Update one or more udf(s) for the PortfolioWireInstruction with WSO ID of {id}.
Delete the udf with name of {name} for the Portfolio Wire Instruction with WSO ID of {id}.
Update the udf with name of {name} for the PortfolioWireInstruction with WSO ID of {id}.
Retrieve list of udf type(s) for PortfolioBankAccounts.
Retrieve a specific udf type with name of {name} for PortfolioBankAccounts.
Retrieve list of udf type(s) for Portfolios.
Retrieve a specific udf type with name of {name} for Portfolios.
Retrieve list of udf type(s) for PortfolioWireInstructions.
Retrieve a specific udf type with name of {name} for PortfolioWireInstructions.
Wire Instructions
Retrieve list of PortfolioWireInstruction defined for portfolio with a WSO ID of {id}.
Add a new Portfolio WireInstruction
Retrieve a PortfolioWireInstruction with WSO ID of {WireInstructionId} for portfolio with a WSO ID of {id}.
Update the Portfolio WireInstruction with WSO portfolio ID of {id} and Portfolio WireInstruction ID of {WireInstructionId}.
Wire Instructions Mapping
Retrieve list of PortfolioWireInstructions mapping defined for portfolio with a WSO ID of {id}.
Map portfolio wireinstruction with wire action type for portfolio with a WSO ID of {id}.
Seniority
Search, Get, Put, Post & Delete operations for Seniority.REST Call
Description
Retrieve list of all Senioritys
Add a new Seniority
Retrieve a Seniority type with WSO ID of {id}.
Update the Seniority with WSO ID of {id}.
Soft delete the Seniority with WSO ID of {id}.
Undelete the Seniority with WSO ID of {id}.
Udfs
Deletes one or multiple udf(s) for specified seniority
Retrieves all or specific udf value(s) for specific seniority
Adds one or more udf(s) to specified seniority
Updates one or multiple udf(s) for specified seniority
Deletes an UDF value from an seniority
Retrieves specific udf value for specific seniority
Updates one udf for specified seniority and udf name
Retrieves all or specific udf type(s) for seniority
Retrieves a specific udf type for seniority