Client Renewals

Endpoints

• Get Renewal Data for the passed Client/User or logged in user. Priority is given to userKey over clientKey.

  Get Renewal Data for the passed Client/User or logged in user

  GET https://gateway.saxobank.com/sim/openapi/cm/v1/clientrenewals?ClientKey={ClientKey}&UserKey={UserKey}

• Update Renewal Data/Documents for the given renewal entity

  Update Renewal Data/Documents for the given renewal entity

  PATCH https://gateway.saxobank.com/sim/openapi/cm/v1/clientrenewals/{RenewalEntityId}

• Get status of Renewals

  Gets the status of renewals which are currently ongoing including renewals which were approved in 3 months.

  POST https://gateway.saxobank.com/sim/openapi/cm/v1/clientrenewals/all?$skip={$skip}&$top={$top}

• Gets renewal status for clients, under logged user or the passed owner

  Gets renewal status for clients, under logged user or the passed owner

  GET https://gateway.saxobank.com/sim/openapi/cm/v1/clientrenewals/pending?$skip={$skip}&$top={$top}&MustRenewBy={MustRenewBy}&OwnerKey={OwnerKey}