Inputs (Array of Persons to update)
Name | Type | Description | Mandatory | Available from version | ||
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BrickIds | Guid | This is the unique id of the account that should be updated | Yes | |||
IsApproved | Boolean | Change whether the person is approved or not | ||||
FirstName | string | New first name of person | ||||
MiddleNames | string | New middle names of person | 2.10 | |||
LastName | string | New last name of person | 2.10 | |||
Gender | string | Value should be Male, Female, Company | 2.10 | |||
Title | string | Value should be Miss, Mr, Ms, Dr, Mrs | 2.10 | |||
UserName | string | New username | 2.10 | |||
string | New Email of the person | 2.10 | ||||
Comment | string | New comment on the person | 2.10 | |||
PhoneHome | string | New phone number to the persons home | 2.10 | |||
PhoneMobile | string | New phone number to the persons mobile phone | 2.10 | |||
PhoneWork | string | New phone number to the persons work | 2.10 | |||
PassportNumber | string | The passport number of the Legal Entity | ||||
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. | ||||
IsTaxPayer | bool | If true the Legal Entity will be subject to tax reporting and tax withholding | 2.10 | |||
IsApprovedForStructs | bool | If the Legal Entity is approved for investing in structured products | 2.10 | |||
IsVerified | bool | If the Legal Entity is verified according to Know Your Customer regulations | 2.10 | |||
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 | int[] | Only used for Legal Entities that has IsIssuer set to true. This is the instrument types the issuer can issue. For information about which number to use: InstrumentTypes. | ||||
AddressStreet | string | The street of the persons address | 2.10 | |||
AddressCity | string | The city in the persons address | 2.10 | |||
AddressZip | string | The zip code in the persons address | 2.10 | |||
AddressCO | string | The c/o of the persons address | 2.10 | |||
Department | string | The name of the department of the person | 2.10 | |||
Country | string | According to ISO-standard here: https://en.wikipedia.org/wiki/ISO_3166-1_alpha-2 | 2.10 | |||
TaxCountry | string | According to ISO-standard here: https://en.wikipedia.org/wiki/ISO_3166-1_alpha-2 | 2.10 | |||
PostageAddressStreet | string | The postage street of the persons address | 2.10 | |||
PostageAddressCity | string | The postage city in the persons address | 2.10 | |||
PostageAddressZip | string | The postage zip code in the persons address | 2.10 | |||
PostageAddressCO | string | The postage c/o of the persons address | 2.10 | |||
PostageAddressDepartment | string | The name of the postage department of the person | 2.10 | |||
PostageAddressCountry | string | According to ISO-standard here: https://en.wikipedia.org/wiki/ISO_3166-1_alpha-2 | 2.10 | |||
ExternalReference | string | The 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 | 2.10 | |||
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. | ||||
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 natural persons 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 natural persons. Can be either NID, PASSPORT or CONCAT. | 2.11 | |||
TRSManualHandling | bool | Tells whether the person 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 | |||
ResellerNo | string | Customer number of the reseller that is to be accosiated with the person |
Outputs
Name | Type | Description | Available from version |
---|---|---|---|
Entities | Array | All persons in the request is returned along with each persons BrickId, IsApproved, FirstName, IsFundEntity, IsFundCompany and array of Errors per person |
Code examples
Code Block | ||||||||||
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//Update a person methodvar 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 response = client.UpdatePersons(new BFSServiceReference.UpdatePersonsRequest() { Credentials = credentials, identify = bfsidentifier, //Identifier is a unique token for your instance of BFS Fields = new UpdatePersonFields() { IsApproved = true, }, Entities = new [] { new UpdateAccount() { BrickId = bnpersonid, IsApproved = true, }, }, }); foreach (var c in response.Entities) { Console.WriteLine(c.BrickId + "," + c.IsApproved + "," + response.Message); } |
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