Inputs (Array of AllocationProfiles to update)
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Name | Type | Description | Mandatory | Available from version | ||
|---|---|---|---|---|---|---|
| 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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