Inputs (Array of AllocationProfiles to update)
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Name | Type | Description | Mandatory | Available from version | ||
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BrickId | Guid | Id of the Brick to be updated. If not the BrickId is provided or the BrickId is not found in BFS an error message is returned | True | |||
Key | String | The key of the allocation profile | ||||
Name | String | The name of the allocation profile | ||||
Owner | Guid | The owner associated with the allocation profile | ||||
AllocationItems | AllocationItem[] | Array of AllocationItem |
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OrderAlgorithmKey | string | How the cash should be distributed into orders in the allocation profile. One of the following:
| 2.14 | |
ExchangeAlgorithmKey | string | When necessary, how should exchange be handled. One of the following:
| 2.14 | |
StatusKey | string | Who can see the allocation profile. One of the following:
| 2.14 | |
MinOrderAmount | decimal | Minimum order amount | 2.14 | |
DecisionMakerWithinFirm | Guid | Decision Maker Within Firm (for MiFID2/TRS) When applicable. | 2.14 |
Code Block | ||||||||
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<s:Envelope xmlns:s="http://schemas.xmlsoap.org/soap/envelope/"> <s:Body xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema"> <CreateAccounts xmlns="http://tempuri.org/"> <req> <Credentials> <UserName>yourusername</UserName> <Password>yourpassword</Password> </Credentials> <identify>youridentifier</identify> <Entities> <Account> <BrickId>00000000-0000-0000-0000-000000000000</BrickId> <OwnerAccountLabel>Test</OwnerAccountLabel> <Owner>9eefe173-8d54-4dc3-b8f7-5ac7bccdeec6</Owner> <AccountTypeKey>HoldingAccount</AccountTypeKey> <BaseCurrencyCode>SEK</BaseCurrencyCode> <AccountStatus xsi:nil="true" /> <AllocationTemplate>00000000-0000-0000-0000-000000000000</AllocationTemplate> <ExternalReference>123456789</ExternalReference> </Account> </Entities> </req> </CreateAccounts> </s:Body> |
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