Endpoint Parameters

  • Request parameters

    Name Type Origin Description
    $skip Integer Query-String The number of entries to skip from the beginning of the collection
    $top Integer Query-String The number of entries to return from the beginning of the collection
    ContractId String Body Contract Id
    ContractingEntity String [] Body List of Active Contracting Entity as present in CRM except for Swiss and Japan
    ContractType RenewalStatusContractType Body Contract Type - Private, JointAccount, Corporate, LocalAssetSolution
    SalesOffice Integer [] Body List of Sales Office as present in CRM except for Swiss and Japan
    UserInitial String Body UserInitial
  • Response Parameters

    View Response Codes
    Name Type Description
    __count Number The total count of items in the feed.
    __next String The link for the next page of items in the feed.
    Data ContractRenewalDetailData [] The collection of entities for this feed.
    MaxRows Number The maximum number of rows that can be returned (if applicable).
  • Request Example

    Request URL
    POST /cm/v1/clientrenewals/all?$skip=1&$top=1
    Request Body
    {
      "ContractId": "stringValue",
      "ContractingEntity": [
        "stringValue"
      ],
      "ContractType": "Private",
      "SalesOffice": [
        99
      ],
      "UserInitial": "stringValue"
    }
    
  • Response Example

    Response body
    {
      "Data": [
        {
          "ContractId": "stringValue",
          "ContractingEntity": "stringValue",
          "ContractRisk": "High",
          "ContractType": "stringValue",
          "ContractualSolutionId": "stringValue",
          "IsRestricted": true,
          "OddExpiryDate": "2021-05-21T00:00:00Z",
          "RelationshipManager": "stringValue",
          "RenewalDetails": [
            {
              "CustomerRenewalDetails": [
                {
                  "LoginUserId": "stringValue",
                  "PoiStatus": {
                    "PendingMessage": "stringValue",
                    "PendingReasons": [
                      "OtherClientContactNeeded"
                    ],
                    "Status": "Pending"
                  },
                  "PorStatus": {
                    "PendingMessage": "stringValue",
                    "PendingReasons": [
                      "MissingProofOfResidence"
                    ],
                    "Status": "Pending"
                  },
                  "RenewalOtherDocuments": {
                    "DocumentStatus": "Pending",
                    "PendingMessage": "stringValue",
                    "PendingReasons": [
                      "TradingProfit"
                    ]
                  },
                  "RenewalState": "Processed",
                  "SofStatus": {
                    "PendingMessage": "stringValue",
                    "PendingReasons": [
                      "GamblingBetting"
                    ],
                    "Status": "Pending"
                  }
                }
              ],
              "RenewalStartDate": "2021-05-21T00:00:00Z",
              "RenewalStatus": "Pending",
              "TypeOFTriggers": [
                "MarginLending"
              ]
            }
          ],
          "RestrictionDate": "2021-05-21T00:00:00Z",
          "SalesOffice": "stringValue"
        }
      ],
      "MaxRows": 99
    }