Filter inputs

...

Filter by the type of user, available values are:

bricknode (Front)
bricknodepartner (Partner)
bricknodeadmin (Admin)
inactive

...

Response rows (Array) inherits from EntityBase

...

string

...

Only used for Legal Entities that has IsIssuer set to true. This is the instrument types the issuer can issue. Value should be a comma separated string with numbers.

For example: "1,2". For information about which number to use: InstrumentTypes.

...

The type of user, available values are:

bricknode (Front)
bricknodepartner (Partner)
bricknodeadmin (Admin)
inactive

...

Code examples

...

Filter inputs

Name	Type	Description	Available from version
BrickIds	Guid[]	Filter by array of BrickIds. BrickId is the internal id of a legal entity
CustomerNos	String[]	Filter by array of Customer Numbers
UserName	String	Filter by single Username
UserNames	String[]	Filter by array of Usernames	2.02.20160506
PersonalNumbers	String[]	Filter by array of tax identification numbers
ResellerNo	String	Filter by single Reseller Number
ResellerNos	String[]	Filter by multiple Reseller Numbers
IsFundEntity	Bool	Filter by Legal Entities that are set as investment funds
IsIssuer	Bool	Filter by Legal Entities that are set as Issuer
ExternalReferences	String[]	Filter by array of External References
CreatedDateFrom	DateTime	When used, both from date and to date should be provided in the request	2.02.20160506
CreatedDateTo	DateTime		2.02.20160506
LastLoginDateFrom	DateTime	When used, both from date and to date should be provided in the request	2.02.20160506
LastLoginDateTo	DateTime		2.02.20160506
Cities	String[]	Filter by cities for the LegalEntity	2.02.20160506
Countries	String[]	Filter by countries for the LegalEntity	2.02.20160506
Emails	String[]	Filter by e-mails for the LegalEntity	2.02.20160506
PostalCodes	String[]	Filter by postalcodes for the LegalEntity	2.02.20160506
TaxCountries	String[]	Filter by tax countries for the LegalEntity	2.02.20160506
StreetAddresses	String[]	Filter by street addresses for the LegalEntity	2.02.20160506
UserDomains	String[]	Filter by the type of user, available values are: bricknode (Front) bricknodepartner (Partner) bricknodeadmin (Admin) inactive	2.02.20160701
LEI	string[]	The Legal Entity Identifier that should be used for companies when performing TRS2 reporting	2.11
TRSId	string[]	The TRS identification code that should be used for a legal entity when performing TRS2 reporting	2.11
TRSCountries	string[]	According to ISO-standard here: https://en.wikipedia.org/wiki/ISO_3166-1_alpha-2, though only certain countries are available. See GetTRSCountries.	2.11
TRSIdType	string[]	The id type for TRS reporting regarding legal entities. Can be either NID, PASSPORT or CONCAT.	2.11
TRSManualHandling	bool	Tells whether the legal entity should have Manual handling in the TRS reporting or not.	2.11
IsProfessional	bool	Tells whether the person is a professonal investor in the TRS reporting or not.	2.11
MifidOk	bool	Tells whether the person is compliant for MIFID II or not.	2.11
IsPEP	bool	Tells whether the person is a politically exposed person or not.	2.11
BranchCountries	string[]	According to ISO-standard here: https://en.wikipedia.org/wiki/ISO_3166-1_alpha-2	2.11
DefaultCompany	Guid[]	The company where the person is employed.	2.11
WhiteLabels	Guid[]	Id of WhiteLabel that person belong to	2.16
HasCustomerProtectionData	bool	True if customer has ProtectedData, in Mifid2 application	2.17
IsCounterParty	bool	True if Legal Entity is CounterParty	2.19
CustomerCashAccount	Guid	Used on Legal Entitys that is FundEntity, sets CashAccount on FundEntiy	2.19
FundCompanys	Guid[]	FundCompany related to the Person	2.19
IsTerminated	bool	True if Person is terminated	2.20
KycDateFrom	DateTime	The KycDate reflects the date when Know Your Customer information was captured from a LegalEntity and KycDateFrom is the filter that can be used to only return Legal Entities where the KycDate was a more recent date than the one entered in KycDateFrom.	2.23
KycDateTo	DateTime	The filter that can be used to only return Legal Entities where KycDate was older than KycDateTo.	2.23
GIIN	string	GIIN (global intermediary identification number) of Person	2.24
ResellerAccounts	Guid[]	The BrickIds of the accounts used for the advisor to receive fees as described here /wiki/spaces/KB/pages/1211662482	2.25
RiskValueFrom	decimal	RiskValue for the person, start value	2.25
RiskValueTo	decimal	RiskValue for the person, end value	2.25
LegalJurisdictions	string[]	The filter that can be used to only return Legal Entities with specified LegalJurisdictions.	2.28
BirthDateFrom	DateTime	When used, both from date and to date should be provided in the request	2.28
BirthDateTo	DateTime		2.28
ParentCompany	Guid[]	The BrickIds of a relating LegalEntites that is a parent companies.	2.30
IsCustodian	bool	True if the person is a custodian.	2.31
IsNaturalPerson	bool	Tells whether the legal entity is a natural person or not. (True = Natural person, False = Legal person).	2.31
LastUpdatedDateFrom	DateTime?	Filter within a specific date range when the person was updated.	2.33
LastUpdatedDateTo	DateTime?		2.33
ForcePasswordReset	bool	Tells whether the user has to change their password.	2024-04-03

Response rows (Array) inherits from EntityBase

Name	Type	Description	Available from version
BrickId	Guid	The BrickId of the Legal Entity
CreatedDate	DateTime	The date when the person was created	2.02.20160506
FirstName	string	The first name of the Legal Entity
LastName	string	The last name of the Legal Entity
MiddleNames	string	The middle name of the Legal Entity
UserName	string	The username of the Legal Entity
Email	string	The email of the Legal Entity
PersonalNumber	string	The tax identification number of the Legal Entity
BirthDate	DateTime	The date of person's birth.	2.04
ResellerNo	string	The reseller number of the Legal Entity
ResellerId	Guid	The reseller id of the Legal Entity
IsApproved	bool	If true the Legal Entity is approved (activated) in the BFS instance and can login
AddressCity	string	The name of the city where the Legal Entity resides
AddressStreet	string	The name of the street where the Legal Entity resides
AddressZip	string	The postal code where the Legal Entity resides
Comment	string	A free text comment that can be used for a Legal Entity
ExternalReference	string	An external reference that can be used for a Legal Entity to for example link the Legal Entity to an external system with the id of the Legal Entity in the external system
PassportNumber	string	The passport number of the Legal Entity
PhoneHome	string	The phone number of the Legal Entity
PhoneWork	string	The work phone number of the Legal Entity
PhoneMobile	string	The mobile phone number of the Legal Entity
IsTaxPayer	bool	If true the Legal Entity will be subject to tax reporting and tax withholding
IsInsuranceCompany	bool	If the Legal Entity is categorized as an insurance company
IsInsuranceProductSupplier	bool	If the Legal Entity is categorized as a product supplier for insurance products
IsApprovedForStructs	bool	If the Legal Entity is approved for investing in structured products
IsVerified	bool	If the Legal Entity is verified according to Know Your Customer regulations
IsFundEntity	bool	If the Legal Entity is categorized as an investment fund. An investment fund can have a relationship to a fund company that manages the fund.
IsFundCompany	bool	If the Legal Entity is categorized as a fund company. A fund company can have a relationship to fund entities which it manages.
IsIssuer	bool	If the Legal Entity is categorized as issuer.
SectorNACE	string	Only used for Legal Entities that has IsIssuer set to true.
GroupCode	string	Only used for Legal Entities that has IsIssuer set to true.
ExternalRating	string	Only used for Legal Entities that has IsIssuer set to true.
RatingAgency	string	Only used for Legal Entities that has IsIssuer set to true.
InstrumentTypesString	string	Only used for Legal Entities that has IsIssuer set to true. This is the instrument types the issuer can issue. Value should be a comma separated string with numbers. For example: "1,2". For information about which number to use: /wiki/spaces/IKB/pages/54198393.
~~Gender~~	~~string~~	~~Value should be Male, Female, Company~~	Removed from 2.14
~~Title~~	~~string~~	~~Value should be Miss, Mr, Ms, Dr, Mrs~~	Removed from 2.14
Country	string	According to ISO-standard here: https://en.wikipedia.org/wiki/ISO_3166-1_alpha-2
TaxCountry	string	According to ISO-standard here: https://en.wikipedia.org/wiki/ISO_3166-1_alpha-2
CustomerNo	string	The customer number of the Legal Entity
BIC	string	A Legal Entity can have a BIC code associated to it which is returned in this field.
LastLoginDate	DateTime	The timestamp of the last login for the user
UserDomain	string	The type of user, available values are: bricknode (Front) bricknodepartner (Partner) bricknodeadmin (Admin) inactive	2.02.20160701
PostageAddressStreet	string	The postage address street of the Legal Entity	2.09
PostageAddressCO	string	The postage address of the Legal Entity	2.09
PostageAddressZip	string	The postage zip of the Legal Entity	2.09
PostageAddressCity	string	The postage city of the Legal Entity	2.09
PostageAddressCountry	string	According to ISO-standard here: https://en.wikipedia.org/wiki/ISO_3166-1_alpha-2	2.09
PostageAddressDepartment	string	The postage department of the Legal Entity	2.09
CustomFields	object[]	CustomFields is an array of CustomField objects. Each CustomField consists of two strings, FieldName and Value. There are no datatypes associated with these properties, they are just a way for api-users to add custimized data to the object.	2.09
LEI	string	The Legal Entity Identifier that should be used for companies when performing TRS2 reporting	2.11
TRSId	string	The TRS identification code that should be used for legal entities when performing TRS2 reporting	2.11
TRSCountry	string	According to ISO-standard here: https://en.wikipedia.org/wiki/ISO_3166-1_alpha-2, though only certain countries are available. See GetTRSCountries.	2.11
TRSIdType	string	The id type for TRS reporting regarding legal entities. Can be either NID, PASSPORT or CONCAT.	2.11
TRSManualHandling	bool	Tells whether the legal entity should have Manual handling in the TRS reporting or not.	2.11
IsProfessional	bool	Tells whether the person is a professonal investor in the TRS reporting or not.	2.11
MifidOk	bool	Tells whether the person is compliant for MIFID II or not.	2.11
IsPEP	bool	Tells whether the person is a politically exposed person or not.	2.11
BranchCountry	string	According to ISO-standard here: https://en.wikipedia.org/wiki/ISO_3166-1_alpha-2	2.11
DefaultCompany	Guid	The company where the person is employed.	2.11
AccessLevel	int	The access level of the user, usually value 10 or 100	2.13
IsNaturalPerson	bool	Tells whether the legal entity is a natural person or not. (True = Natural person, False = Legal person). Replaces the Gender property.	2.14
WhiteLabel	Guid	Id of WhiteLabel that person belong to	2.16
HasCustomerProtectionData	bool	True if customer has ProtectedData, in Mifid2 application	2.17
IsCounterParty	bool	True if Legal Entity is CounterParty	2.19
CustomerCashAccount	Guid	Used on Legal Entitys that is FundEntity	2.19
FundCompany	Guid	FundCompany for the person	2.19
IsTerminated	bool	True if Person is terminated	2.20
KycDate	DateTime	The KycDate reflects the date when Know Your Customer information was captured from a LegalEntity	2.23
GIIN	string	GIIN (global intermediary identification number) of a Legal Entity	2.24
ResellerAccount	Guid	The BrickIds of the accounts used for the advisor to receive fees as described here /wiki/spaces/KB/pages/1211662482	2.25
RiskValue	decimal	RiskValue for the person
LegalJurisdiction	string	The LegalJurisdiction for the person.	2.28
ParentCompany	Guid	The BrickId of a relating LegalEntity that is a parent company.	2.30
IsCustodian	bool	Whether the person is a custodian or not.	2.31
LastUpdatedDate	DateTime	The date when the person was updated.	2.33
TINs	TIN[]	Returns an array of TIN objects. A TIN object has the following properties: TinNumber (string) TinCountryCode (string). The TinCountryCode is in the format of alpha-2 (SE, US etc).	2.38
ForcePasswordReset	bool	Tells whether the user has to change their password.	In development

Code examples

C# - Get all legal entities from a BFS instance

linenumbersc#

Code Block

true

language	collapse	truec#

//Use the GetPersons method to get all LegalEntities in the BFS instance and write
//the BrickId's and names in the console
var client = new BFSServiceReference.bfsapiSoapClient();
var credentials = new BFSServiceReference.Credentials()
{
    UserName = bfsusername, //Username of administrative user in your instance of BFS
    Password = bfspassword, //Password of the administrative user in your instance of BFS
};
var persons = client.GetPersons(new BFSServiceReference.GetPersonRequest()
{
    Credentials = credentials,
    identify = bfsidentifier, //Identifier is a unique token for your instance of BFS
   
    Fields = new BFSServiceReference.GetPersonFields()
    {
        BrickId = true,
        UserName = true,
        FirstName = true,
        LastName = true,
    },
});
foreach (var c in persons.Result)
{
    Console.WriteLine(c.BrickId + "," + c.FirstName + "," + c.LastName);
}

Code Block

language

theme

RDark

title

C# - Filter legal entities on last login date

linenumberscode

Code Block

true

language	collapse	truec#

//Use the GetPersons method 
var client = new BFSServiceReference.bfsapiSoapClient();

var credentials = new BFSServiceReference.Credentials()
{
    UserName = bfsusername, //Username of administrative user in your instance of BFS
    Password = bfspassword, //Password of the administrative user in your instance of BFS
};

var persons = client.GetPersons(new BFSServiceReference.GetPersonRequest()
{
    Credentials = credentials,

    identify = bfsidentifier, //Identifier is a unique token for your instance of BFS  

    Args = new BFSServiceReference.GetPersonArgs()
    {
        LastLoginDateFrom = TimeZoneInfo.ConvertTimeToUtc(DateTime.Today.AddDays(-5)),
        LastLoginDateTo = TimeZoneInfo.ConvertTimeToUtc(DateTime.Now),
        
    },

    Fields = new BFSServiceReference.GetPersonFields()
    {
        BrickId = true,
        UserName = true,
        FirstName = true,
        LastName = true,
        LastLoginDate = true,
    },
});

foreach (var c in persons.Result)
{
    Console.WriteLine(c.BrickId + "," + c.FirstName + "," + c.LastName + "," + c.LastLoginDate);
}

language

c#

theme

RDark

title

C# - Filter legal entities on user domain

Code Block

collapselanguage	truec#

//Use the GetPersons method 
var client = new BFSServiceReference.bfsapiSoapClient();

var credentials = new BFSServiceReference.Credentials()
{
    UserName = bfsusername, //Username of administrative user in your instance of BFS
    Password = bfspassword, //Password of the administrative user in your instance of BFS
};

var persons = client.GetPersons(new BFSServiceReference.GetPersonRequest()
{
    Credentials = credentials,

    identify = bfsidentifier, //Identifier is a unique token for your instance of BFS  

    Args = new BFSServiceReference.GetPersonArgs()
    {
        LastLoginDateFrom = TimeZoneInfo.ConvertTimeToUtc(DateTime.Today.AddDays(-5)),
        LastLoginDateTo = TimeZoneInfo.ConvertTimeToUtc(DateTime.Now),
        UserDomains = new []
        {
			"Admin",
        }

    },

    Fields = new BFSServiceReference.GetPersonFields()
    {
        BrickId = true,
        UserName = true,
        FirstName = true,
        LastName = true,
        LastLoginDate = true,
        UserDomain = true,
    },
});

foreach (var c in persons.Result)
{
    Console.WriteLine(c.BrickId + "," + c.FirstName + "," + c.LastName + "," + c.LastLoginDate + "," + c.UserDomain);
}

Blog Posts

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content	titles
labels	GetPersons

Versions Compared

Old Version 27

New Version Current

Key

Filter inputs

Response rows (Array) inherits from EntityBase

Code examples

Filter inputs

Response rows (Array) inherits from EntityBase

Code examples

C# - Get all legal entities from a BFS instance

C# - Filter legal entities on last login date

C# - Filter legal entities on user domain

Page Comparison

Versions Compared

Old Version 27

New Version Current

Key

Filter inputs

Response rows (Array) inherits from EntityBase

Code examples

Response rows (Array) inherits from EntityBase

Code examples

C# - Get all legal entities from a BFS instance

C# - Filter legal entities on last login date

C# - Filter legal entities on user domain