Codefi Assets API (1.0)
Download OpenAPI specification:Download
This API allows to issue and manage tokenized financial assets on Ethereum.
Users can be managed on the platform. A user is an object in Codefi database, which controls one or multiple Ethereum wallets. A Codefi user can be controlled by an identity in Auth0 (identity provider).
List all users
Authorizations:
query Parameters
offset required | number >= 0 Index of first users to fetch |
limit required | number <= 50 Example: limit=100 Max amount of users to fetch |
userTypes required | string Example: userTypes=["ISSUER","UNDERWRITER","VERIFIER"] Filter parameter to retrieve users of given user types. The parameter shall be a stringified array of UserTypes. |
linkStates required | string Example: linkStates=["invited","kycSubmitted","validated"] Filter parameter to retrieve users linked to the platform/issuer with a given states. The parameter shall be a stringified array of linkStates. |
withLinks required | boolean Example: withLinks=true If set 'true', user's links are retrieved as well |
Responses
Response samples
- 200
{- "users": [
- {
- "id": "3611ab62-94a9-4782-890f-221a64518c83",
- "tenantId": "eRlC....XLf",
- "authId": "auth0|5fe0ce446843db0077c47e43",
- "firstConnectionCode": "po2LcDbR-cSCoVZ7F-TCmVs0nx-kLotkoAG",
- "superUserId": null,
- "userType": "INVESTOR",
- "userNature": "NATURAL",
- "accessType": "READWRITE",
- "phone": "+33 6 12 01 19 49",
- "prefix": "Mr.",
- "firstName": "John",
- "lastName": "Doe",
- "defaultWallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "wallets": [
- {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}
], - "picture": "profile.pic.png",
- "docuSignId": "767db668-ad45-4100-ac57-e6d39a9f7162",
- "bankAccount": {
- "bank": "Societe Generale",
- "IBAN": "FR7630056009271234567890182",
- "account": "12345678901"
}, - "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z",
- "link": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}
}
], - "count": 3,
- "total": 543,
- "message": "5 user(s) listed successfully"
}
Create a user
Authorizations:
Request Body schema: application/json
userType required | string Enum: "SUPERADMIN" "ADMIN" "ISSUER" "UNDERWRITER" "BROKER" "INVESTOR" "VEHICLE" "NOTARY" "VERIFIER" "NAV_MANAGER" Must be a valid user type: SUPERADMIN | ADMIN | ISSUER | INVESTOR | VEHICLE |
email required | string Must be a valid email |
firstName required | string User's first name |
lastName required | string User's last name |
userNature required | string Enum: "NATURAL" "LEGAL" User nature: NATURAL | LEGAL |
authId required | string ID of user's account in auth0 (identity provider) |
docuSignId required | string ID of user's DocuSign account (for issuers only - optional) |
kycTemplateId required | string ID of user's KYC template (for issuers only - optional) |
superUserId required | string ID super user's ID (only for vehicles - used to indicate who's the owner of the vehicle) |
projectId required | string ID of project - optional - used to link user to a specific project after user creation |
tokenId required | string ID of token - optional - used to link user to a specific token after user creation |
assetClass required | string Asset class of token - optional - used to link user to a specific asset class of a token after user creation |
auth0UserCreate required | boolean If set to true, corresponding user shall be created in Auth0 |
auth0UserPassword required | string If 'auth0UserCreate' is set to true, this parameter can be used to define user's password in Auth0 |
data required | object Object to store any additional data (potentially use case related data) |
Responses
Request samples
- Payload
{- "userType": "INVESTOR",
- "firstName": "John",
- "lastName": "Doe",
- "userNature": "NATURAL",
- "authId": "auth0|5fe0ce446843db0077c47e43",
- "docuSignId": "767db668-ad45-4100-ac57-e6d39a9f7162",
- "kycTemplateId": "string",
- "superUserId": "3611ab62-94a9-4782-890f-221a64518c83",
- "projectId": "d4192b60-79b5-429c-9160-e862b5a3e370",
- "tokenId": "423baf7e-66fc-4e40-a5d6-4b7384bd665d",
- "assetClass": "classa",
- "auth0UserCreate": true,
- "auth0UserPassword": "xxx",
- "data": { }
}
Response samples
- 201
{- "user": {
- "id": "3611ab62-94a9-4782-890f-221a64518c83",
- "tenantId": "eRlC....XLf",
- "authId": "auth0|5fe0ce446843db0077c47e43",
- "firstConnectionCode": "po2LcDbR-cSCoVZ7F-TCmVs0nx-kLotkoAG",
- "superUserId": null,
- "userType": "INVESTOR",
- "userNature": "NATURAL",
- "accessType": "READWRITE",
- "phone": "+33 6 12 01 19 49",
- "prefix": "Mr.",
- "firstName": "John",
- "lastName": "Doe",
- "defaultWallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "wallets": [
- {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}
], - "picture": "profile.pic.png",
- "docuSignId": "767db668-ad45-4100-ac57-e6d39a9f7162",
- "bankAccount": {
- "bank": "Societe Generale",
- "IBAN": "FR7630056009271234567890182",
- "account": "12345678901"
}, - "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z",
- "link": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}
}, - "newUser": true,
- "message": "User 3611ab62-94a9-4782-890f-221a64518c83 successfully created"
}
Retrieve a user
Authorizations:
path Parameters
userId required | string Example: 3611ab62-94a9-4782-890f-221a64518c83 Id of user to retrieve |
query Parameters
withVehicles required | boolean Example: withVehicles=true If set 'true', user's vehicles are retrieved as well. If set to 'false', only user's data is returned |
withBalances required | boolean Example: withBalances=true If set 'true', and 'tokenId' is parameter is specified, user's balances for the specified token are retrieved as well |
withEthBalance required | boolean Example: withEthBalance=true If set 'true', user's ETH balances is retrieved as well |
tokenId required | string Example: tokenId=423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token - optional - used to retrieve a user's token-related data |
projectId required | string Example: projectId=423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of project - optional - used to retrieve a user's project-related data |
assetClass required | string Example: assetClass=classa Asset class of token - optional - used to retrieve a user's asset-class-related data |
Responses
Response samples
- 200
{- "user": {
- "id": "3611ab62-94a9-4782-890f-221a64518c83",
- "tenantId": "eRlC....XLf",
- "authId": "auth0|5fe0ce446843db0077c47e43",
- "firstConnectionCode": "po2LcDbR-cSCoVZ7F-TCmVs0nx-kLotkoAG",
- "superUserId": null,
- "userType": "INVESTOR",
- "userNature": "NATURAL",
- "accessType": "READWRITE",
- "phone": "+33 6 12 01 19 49",
- "prefix": "Mr.",
- "firstName": "John",
- "lastName": "Doe",
- "defaultWallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "wallets": [
- {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}
], - "picture": "profile.pic.png",
- "docuSignId": "767db668-ad45-4100-ac57-e6d39a9f7162",
- "bankAccount": {
- "bank": "Societe Generale",
- "IBAN": "FR7630056009271234567890182",
- "account": "12345678901"
}, - "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z",
- "tokenRelatedData": {
- "links": [
- {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}
], - "tokenActions": [
- {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}
], - "tokenOrders": [
- {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ORDER",
- "name": "createPrimaryTradeOrder",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 11,
- "quantity": 10000,
- "price": 0,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "subscribed",
- "data": {
- "type": "QUANTITY",
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "settled",
- "transaction": {
- "settled": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false,
- "automateRetirement": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}
], - "balances": {
- "classes": [
- {
- "name": "classA",
- "balances": {
- "states": [
- {
- "name": "locked",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "reserved",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "issued",
- "balance": 10000,
- "spendableBalance": 10000
}
], - "total": 10000,
- "spendableTotal": 10000
}
}, - {
- "name": "classB",
- "balances": {
- "states": [
- {
- "name": "locked",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "reserved",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "issued",
- "balance": 0,
- "spendableBalance": 0
}
], - "total": 0,
- "spendableTotal": 0
}
}, - {
- "name": "classI",
- "balances": {
- "states": [
- {
- "name": "locked",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "reserved",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "issued",
- "balance": 6000,
- "spendableBalance": 5500
}
], - "total": 6000,
- "spendableTotal": 5500
}
}
], - "total": 16000,
- "spendableTotal": 15500
}
}
}, - "message": "User 3611ab62-94a9-4782-890f-221a64518c83 retrieved successfully"
}
Update a user
Authorizations:
path Parameters
userId required | string Example: 3611ab62-94a9-4782-890f-221a64518c83 Id of user to update |
Request Body schema: application/json
updatedParameters required | object User parameters to update |
Responses
Request samples
- Payload
{- "updatedParameters": {
- "firstName": "John",
- "lastName": "Doe",
- "data": {
- "key1": "value1",
- "key2": "value2",
- "key3": "value3",
- "keyn": "valuen"
}
}
}
Response samples
- 200
{- "message": "User 3611ab62-94a9-4782-890f-221a64518c83 updated successfully"
}
Delete a user
Authorizations:
path Parameters
userId required | string Example: 3611ab62-94a9-4782-890f-221a64518c83 Id of user to delete |
query Parameters
auth0UserDelete required | boolean Example: auth0UserDelete=true If set to true, corresponding user shall be deleted in Auth0 |
Responses
Response samples
- 200
{- "deletedElementInstances": [
- "2bc607b7-a46e-45e4-a74c-4a559bd89c81",
- "852a27de-5949-4de1-a782-1bce5a368135"
], - "deletedElementReviews": [
- "d9558f63-4457-4393-9785-45bbda8e5c6c",
- "2fc73d9d-186d-496c-843c-3c7a13d3dc23"
], - "deletedTemplateReviews": [
- "5056f94d-e080-4ef2-ac46-9ec5b450bce7"
], - "deletedTokenDeployments": [
- 1678008
], - "deletedActions": [
- 2257,
- 33567,
- 2454
], - "deletedOrders": [
- 936,
- 113
], - "deletedLinks": [
- 23,
- 57,
- 88,
- 99,
- 173
], - "deletedAuth0Users": [
- "auth0|6158d2f504e61a0071d1e446"
], - "message": "User 3611ab62-94a9-4782-890f-221a64518c83 deleted successfully"
}
Retrieve a user, as a verifier
Authorizations:
path Parameters
userId required | string Example: 3611ab62-94a9-4782-890f-221a64518c83 Id of user to retrieve |
query Parameters
withVehicles required | boolean Example: withVehicles=true If set 'true', user's vehicles are retrieved as well. If set to 'false', only user's data is returned |
withBalances required | boolean Example: withBalances=true If set 'true', and 'tokenId' is parameter is specified, user's balances for the specified token are retrieved as well |
withEthBalance required | boolean Example: withEthBalance=true If set 'true', user's ETH balances is retrieved as well |
tokenId required | string Example: tokenId=423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token - optional - used to retrieve a user's token-related data |
projectId required | string Example: projectId=423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of project - optional - used to retrieve a user's project-related data |
assetClass required | string Example: assetClass=classa Asset class of token - optional - used to retrieve a user's asset-class-related data |
issuerId required | string Example: issuerId=3611ab62-94a9-4782-890f-221a64518c83 ID of issuer - optional - used to retrieve a user's issuer-related data as a verifier, underwriter, or broker |
Responses
Response samples
- 200
{- "user": {
- "id": "3611ab62-94a9-4782-890f-221a64518c83",
- "tenantId": "eRlC....XLf",
- "authId": "auth0|5fe0ce446843db0077c47e43",
- "firstConnectionCode": "po2LcDbR-cSCoVZ7F-TCmVs0nx-kLotkoAG",
- "superUserId": null,
- "userType": "INVESTOR",
- "userNature": "NATURAL",
- "accessType": "READWRITE",
- "phone": "+33 6 12 01 19 49",
- "prefix": "Mr.",
- "firstName": "John",
- "lastName": "Doe",
- "defaultWallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "wallets": [
- {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}
], - "picture": "profile.pic.png",
- "docuSignId": "767db668-ad45-4100-ac57-e6d39a9f7162",
- "bankAccount": {
- "bank": "Societe Generale",
- "IBAN": "FR7630056009271234567890182",
- "account": "12345678901"
}, - "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z",
- "tokenRelatedData": {
- "links": [
- {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}
], - "tokenActions": [
- {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}
], - "tokenOrders": [
- {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ORDER",
- "name": "createPrimaryTradeOrder",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 11,
- "quantity": 10000,
- "price": 0,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "subscribed",
- "data": {
- "type": "QUANTITY",
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "settled",
- "transaction": {
- "settled": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false,
- "automateRetirement": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}
], - "balances": {
- "classes": [
- {
- "name": "classA",
- "balances": {
- "states": [
- {
- "name": "locked",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "reserved",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "issued",
- "balance": 10000,
- "spendableBalance": 10000
}
], - "total": 10000,
- "spendableTotal": 10000
}
}, - {
- "name": "classB",
- "balances": {
- "states": [
- {
- "name": "locked",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "reserved",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "issued",
- "balance": 0,
- "spendableBalance": 0
}
], - "total": 0,
- "spendableTotal": 0
}
}, - {
- "name": "classI",
- "balances": {
- "states": [
- {
- "name": "locked",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "reserved",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "issued",
- "balance": 6000,
- "spendableBalance": 5500
}
], - "total": 6000,
- "spendableTotal": 5500
}
}
], - "total": 16000,
- "spendableTotal": 15500
}
}
}, - "message": "User 3611ab62-94a9-4782-890f-221a64518c83 retrieved successfully"
}
Retrieve a user, as an underwriter
Authorizations:
path Parameters
userId required | string Example: 3611ab62-94a9-4782-890f-221a64518c83 Id of user to retrieve |
query Parameters
withVehicles required | boolean Example: withVehicles=true If set 'true', user's vehicles are retrieved as well. If set to 'false', only user's data is returned |
withBalances required | boolean Example: withBalances=true If set 'true', and 'tokenId' is parameter is specified, user's balances for the specified token are retrieved as well |
withEthBalance required | boolean Example: withEthBalance=true If set 'true', user's ETH balances is retrieved as well |
tokenId required | string Example: tokenId=423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token - optional - used to retrieve a user's token-related data |
projectId required | string Example: projectId=423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of project - optional - used to retrieve a user's project-related data |
assetClass required | string Example: assetClass=classa Asset class of token - optional - used to retrieve a user's asset-class-related data |
issuerId required | string Example: issuerId=3611ab62-94a9-4782-890f-221a64518c83 ID of issuer - optional - used to retrieve a user's issuer-related data as a verifier, underwriter, or broker |
Responses
Response samples
- 200
{- "user": {
- "id": "3611ab62-94a9-4782-890f-221a64518c83",
- "tenantId": "eRlC....XLf",
- "authId": "auth0|5fe0ce446843db0077c47e43",
- "firstConnectionCode": "po2LcDbR-cSCoVZ7F-TCmVs0nx-kLotkoAG",
- "superUserId": null,
- "userType": "INVESTOR",
- "userNature": "NATURAL",
- "accessType": "READWRITE",
- "phone": "+33 6 12 01 19 49",
- "prefix": "Mr.",
- "firstName": "John",
- "lastName": "Doe",
- "defaultWallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "wallets": [
- {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}
], - "picture": "profile.pic.png",
- "docuSignId": "767db668-ad45-4100-ac57-e6d39a9f7162",
- "bankAccount": {
- "bank": "Societe Generale",
- "IBAN": "FR7630056009271234567890182",
- "account": "12345678901"
}, - "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z",
- "tokenRelatedData": {
- "links": [
- {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}
], - "tokenActions": [
- {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}
], - "tokenOrders": [
- {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ORDER",
- "name": "createPrimaryTradeOrder",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 11,
- "quantity": 10000,
- "price": 0,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "subscribed",
- "data": {
- "type": "QUANTITY",
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "settled",
- "transaction": {
- "settled": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false,
- "automateRetirement": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}
], - "balances": {
- "classes": [
- {
- "name": "classA",
- "balances": {
- "states": [
- {
- "name": "locked",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "reserved",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "issued",
- "balance": 10000,
- "spendableBalance": 10000
}
], - "total": 10000,
- "spendableTotal": 10000
}
}, - {
- "name": "classB",
- "balances": {
- "states": [
- {
- "name": "locked",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "reserved",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "issued",
- "balance": 0,
- "spendableBalance": 0
}
], - "total": 0,
- "spendableTotal": 0
}
}, - {
- "name": "classI",
- "balances": {
- "states": [
- {
- "name": "locked",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "reserved",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "issued",
- "balance": 6000,
- "spendableBalance": 5500
}
], - "total": 6000,
- "spendableTotal": 5500
}
}
], - "total": 16000,
- "spendableTotal": 15500
}
}
}, - "message": "User 3611ab62-94a9-4782-890f-221a64518c83 retrieved successfully"
}
Retrieve a user, as an broker
Authorizations:
path Parameters
userId required | string Example: 3611ab62-94a9-4782-890f-221a64518c83 Id of user to retrieve |
query Parameters
withVehicles required | boolean Example: withVehicles=true If set 'true', user's vehicles are retrieved as well. If set to 'false', only user's data is returned |
withBalances required | boolean Example: withBalances=true If set 'true', and 'tokenId' is parameter is specified, user's balances for the specified token are retrieved as well |
withEthBalance required | boolean Example: withEthBalance=true If set 'true', user's ETH balances is retrieved as well |
tokenId required | string Example: tokenId=423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token - optional - used to retrieve a user's token-related data |
projectId required | string Example: projectId=423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of project - optional - used to retrieve a user's project-related data |
assetClass required | string Example: assetClass=classa Asset class of token - optional - used to retrieve a user's asset-class-related data |
issuerId required | string Example: issuerId=3611ab62-94a9-4782-890f-221a64518c83 ID of issuer - optional - used to retrieve a user's issuer-related data as a verifier, underwriter, or broker |
Responses
Response samples
- 200
{- "user": {
- "id": "3611ab62-94a9-4782-890f-221a64518c83",
- "tenantId": "eRlC....XLf",
- "authId": "auth0|5fe0ce446843db0077c47e43",
- "firstConnectionCode": "po2LcDbR-cSCoVZ7F-TCmVs0nx-kLotkoAG",
- "superUserId": null,
- "userType": "INVESTOR",
- "userNature": "NATURAL",
- "accessType": "READWRITE",
- "phone": "+33 6 12 01 19 49",
- "prefix": "Mr.",
- "firstName": "John",
- "lastName": "Doe",
- "defaultWallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "wallets": [
- {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}
], - "picture": "profile.pic.png",
- "docuSignId": "767db668-ad45-4100-ac57-e6d39a9f7162",
- "bankAccount": {
- "bank": "Societe Generale",
- "IBAN": "FR7630056009271234567890182",
- "account": "12345678901"
}, - "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z",
- "tokenRelatedData": {
- "links": [
- {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}
], - "tokenActions": [
- {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}
], - "tokenOrders": [
- {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ORDER",
- "name": "createPrimaryTradeOrder",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 11,
- "quantity": 10000,
- "price": 0,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "subscribed",
- "data": {
- "type": "QUANTITY",
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "settled",
- "transaction": {
- "settled": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false,
- "automateRetirement": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}
], - "balances": {
- "classes": [
- {
- "name": "classA",
- "balances": {
- "states": [
- {
- "name": "locked",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "reserved",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "issued",
- "balance": 10000,
- "spendableBalance": 10000
}
], - "total": 10000,
- "spendableTotal": 10000
}
}, - {
- "name": "classB",
- "balances": {
- "states": [
- {
- "name": "locked",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "reserved",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "issued",
- "balance": 0,
- "spendableBalance": 0
}
], - "total": 0,
- "spendableTotal": 0
}
}, - {
- "name": "classI",
- "balances": {
- "states": [
- {
- "name": "locked",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "reserved",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "issued",
- "balance": 6000,
- "spendableBalance": 5500
}
], - "total": 6000,
- "spendableTotal": 5500
}
}
], - "total": 16000,
- "spendableTotal": 15500
}
}
}, - "message": "User 3611ab62-94a9-4782-890f-221a64518c83 retrieved successfully"
}
Select a notary, as an admin or as an issuer
Authorizations:
path Parameters
userId required | string Example: 423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of admin/issuer, the notary shall be added to |
Request Body schema: application/json
notaryId required | string ID of user, who shall be added as notary to token |
Responses
Request samples
- Payload
{- "notaryId": "3611ab62-94a9-4782-890f-221a64518c83"
}
Response samples
- 200
{- "link": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "newLink": true,
- "message": "Notary 3611ab62-94a9-4782-890f-221a64518c83 successfully added to token 423baf7e-66fc-4e40-a5d6-4b7384bd665d"
}
Select a verifier, as an admin or as an issuer
Authorizations:
path Parameters
userId required | string Example: 423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of admin/issuer, the verifier shall be added to |
Request Body schema: application/json
verifierId required | string ID of user, who shall be added as verifier to token |
Responses
Request samples
- Payload
{- "verifierId": "3611ab62-94a9-4782-890f-221a64518c83"
}
Response samples
- 200
{- "link": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "newLink": true,
- "message": "Verifier 3611ab62-94a9-4782-890f-221a64518c83 successfully added to token 423baf7e-66fc-4e40-a5d6-4b7384bd665d"
}
Ethereum wallets can be managed on the platform. Wallets allow to sign blockchain transactions. Wallets can either be generated and stored in a vault managed by Codefi or managed by the API user himself. In this last case, the wallet just needs to be registered in the API, even though transactions will be signed outside the API.
List all wallets
Authorizations:
path Parameters
userId required | string Example: 3611ab62-94a9-4782-890f-221a64518c83 Id of user wallets shall be listed for |
Responses
Response samples
- 200
{- "defaultWallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "wallets": [
- {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}
], - "message": "5 wallet(s) listed successfully for user: 3611ab62-94a9-4782-890f-221a64518c83"
}
Create (or register) new wallet
Authorizations:
path Parameters
userId required | string Example: 3611ab62-94a9-4782-890f-221a64518c83 Id of user wallet shall be created for |
query Parameters
setAsDefault required | boolean Example: setAsDefault=true If set to true, the created wallet shall be set as default wallet for the user |
Request Body schema: application/json
walletType required | string Enum: "vault" "vault_deprecated" "ledger" Must be a valid wallet type: vault | ledger |
walletAddress required | string Must be a valid Ethereum address: address of wallet to register (only if wallet type == ledger) |
data required | object Additional data can be attached to the wallet |
Responses
Request samples
- Payload
{- "walletType": "vault",
- "walletAddress": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}
Response samples
- 201
{- "wallet": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "message": "Wallet 0xd200b5d89f719473573be585eadedc8c916e5515 created successfully for user 3611ab62-94a9-4782-890f-221a64518c83"
}
Retrieve wallet
Authorizations:
path Parameters
userId required | string Example: 3611ab62-94a9-4782-890f-221a64518c83 Id of user wallet shall be retrieved for |
walletAddress required | string Example: 0xd200b5d89f719473573be585eadedc8c916e5515 Address of wallet to retrieve |
Responses
Response samples
- 200
{- "wallet": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "message": "Wallet 0xd200b5d89f719473573be585eadedc8c916e5515 retrieved successfully for user 3611ab62-94a9-4782-890f-221a64518c83"
}
Update wallet
Authorizations:
path Parameters
userId required | string Example: 3611ab62-94a9-4782-890f-221a64518c83 Id of user wallet shall be updated for |
walletAddress required | string Example: 0xd200b5d89f719473573be585eadedc8c916e5515 Address of wallet to update |
query Parameters
setAsDefault required | boolean Example: setAsDefault=true If set to true, the updated wallet shall be set as default wallet for the user |
Request Body schema: application/json
data required | object Additional data can be attached to the wallet |
Responses
Request samples
- Payload
{- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}
Response samples
- 200
{- "wallet": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "message": "Wallet 0xd200b5d89f719473573be585eadedc8c916e5515 updated successfully for user 3611ab62-94a9-4782-890f-221a64518c83"
}
Delete wallet
Authorizations:
path Parameters
userId required | string Example: 3611ab62-94a9-4782-890f-221a64518c83 Id of user wallet shall be deleted for |
walletAddress required | string Example: 0xd200b5d89f719473573be585eadedc8c916e5515 Address of wallet to delete |
Responses
Response samples
- 200
{- "message": "Wallet 0xd200b5d89f719473573be585eadedc8c916e5515 deleted successfully for user 3611ab62-94a9-4782-890f-221a64518c83"
}
Fungible tokens can be managed on the platform. Fungible tokens are all identical and can not be distinguished from each other. The token standard used for fungible tokens in this API is an inheritance of OpenZeppelin ERC20 and Ownable smart contracts. It verifies ERC20 interface.
Create a new fungible token
Authorizations:
Request Body schema: application/json
tokenStandard required | string Enum: "BatchBalanceReader" "BatchReader" "BatchTokenIssuer" "ERC20Token" "ERC721Token" "ERC1400ERC20" "ERC1400CertificateNonce" "ERC1400CertificateSalt" "ERC1400HoldableCertificateToken" "ERC1400TokensValidator" "DVPHoldableLockable" Must be a valid fungible token standard: ERC20Token |
name required | string Token name |
symbol required | string Must be a less than 12 characters long |
kycTemplateId required | string ID of the KYC template investors that will be applied to investors (leave undefined if no KYC will be requested from investors) |
wallet required | string Address of wallet to use to create the token (only required if not the default wallet) |
chainId required | string ID of the chain/network where the token shall be created |
picture required | string Picture of the asset |
description required | string Must be a less than 500 characters long |
bankDepositDetail required | object Object containing bank account infos |
data required | object Object to store any additional data (potentially use case related data) |
notaryId required | object Must be a valid notary ID. Used to attach a notary to the token, thus allowing him to access all token data (investors, balances, etc.) |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
tokenAddress required | object Must be valid smart contract address, already deployed on the specified network, and where the issuer is already a minter |
bypassSecondaryTradeIssuerApproval required | boolean If set 'true', Issuer is not required to approve secondary trade orders |
initialSupplies required | Array of objects Array of initial supplies to be minted right after asset creation |
Responses
Request samples
- Payload
{- "tokenStandard": "ERC20Token",
- "name": "CodefiToken",
- "symbol": "CODEFI",
- "kycTemplateId": "b32f6346-53b5-4cc6-a3f3-0012ed5e67a3",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "chainId": "1",
- "picture": "assetImage.png",
- "description": "Shares of a real estate fund",
- "bankDepositDetail": {
- "bank": "BNP Paribas",
- "IBAN": "FR7630001007941234567890185",
- "account": "12345678901"
}, - "data": {
- "kycTemplateId": "53e059ee-45f0-4335-8c5a-ac2df21b9df3",
- "bypassKycChecks": false,
- "exampleKey": "exampleValue"
}, - "notaryId": "3611ab62-94a9-4782-890f-221a64518c83",
- "sendNotification": true,
- "tokenAddress": "0xb76b40231c176cd6435f83153796d1af18b4c9a7",
- "bypassSecondaryTradeIssuerApproval": true,
- "initialSupplies": [
- {
- "userId": "6935576f-3fa3-4402-bfdb-563134823a26",
- "tokenState": "issued",
- "tokenClass": "classa",
- "quantity": 1000000,
- "forcePrice": 0,
- "data": { },
- "sendNotification": false,
- "workflowInstanceId": 1398,
- "transactionId": "b8cb9c69-0996-4a01-b94e-fe4e8b90dbac",
- "transactionStatus": "validated"
}
]
}
Response samples
- 202
{- "token": {
- "id": "423baf7e-66fc-4e40-a5d6-4b7384bd665d",
- "tenantId": "MQp8....Fa5",
- "name": "TokenName",
- "symbol": "TokenSymbol",
- "defaultDeployment": "0xb76b40231c176cd6435f83153796d1af18b4c9a7",
- "standard": "ERC1400HoldableCertificateToken",
- "picture": "assetImage.png",
- "description": "Shares of a real estate fund",
- "assetTemplateId": "423baf7e-66fc-4e40-a5d6-4b7384bd856d",
- "bankAccount": {
- "bank": "BNP Paribas",
- "IBAN": "FR7630001007941234567890185",
- "account": "12345678901"
}, - "issuerId": "423baf7e-66fc-4e40-a5d6-4b7384bd856d",
- "defaultChainId": "466442583",
- "deployments": [
- {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "chainId": "1"
}
], - "data": {
- "kycTemplateId": "53e059ee-45f0-4335-8c5a-ac2df21b9df3",
- "bypassKycChecks": false,
- "workflowInstanceId": 1662,
- "workflowInstanceState": "deployed"
}, - "assetClasses": [
- "classA",
- "classB",
- "classI"
], - "tokenStates": [
- "locked",
- "reserved",
- "issued",
- "collateral"
], - "totalSupply": 1400500,
- "assetClassesOnChain": [
- {
- "name": "a",
- "totalSupply": 1034000,
- "percentage": 0.24,
- "states": [
- {
- "name": "issued",
- "totalSupply": 100000,
- "erc20Compliant": true,
- "partition": "0x697373756564000000000000636c617373610000000000000000000000000000"
}
]
}
]
}, - "tokenAction": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "updated": true,
- "transactionId": "string",
- "message": "Token 423baf7e-66fc-4e40-a5d6-4b7384bd665d created successfully (transaction sent)"
}
Retrieve a fungible token
Authorizations:
path Parameters
tokenId required | string Example: 423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token to retrieve |
query Parameters
withVehicles required | boolean Example: withVehicles=true If set 'true', user's vehicles, linked to the specified token, are retrieved as well |
withBalances required | boolean Example: withBalances=true If set 'true', user's balances for the specified token are retrieved as well |
withEthBalance required | boolean Example: withEthBalance=true If set 'true', user's ETH balance, on the network where the specified token is deployed, is retrieved as well |
withCycles required | boolean |
Responses
Response samples
- 200
{- "token": {
- "id": "423baf7e-66fc-4e40-a5d6-4b7384bd665d",
- "tenantId": "MQp8....Fa5",
- "name": "TokenName",
- "symbol": "TokenSymbol",
- "defaultDeployment": "0xb76b40231c176cd6435f83153796d1af18b4c9a7",
- "standard": "ERC1400HoldableCertificateToken",
- "picture": "assetImage.png",
- "description": "Shares of a real estate fund",
- "assetTemplateId": "423baf7e-66fc-4e40-a5d6-4b7384bd856d",
- "bankAccount": {
- "bank": "BNP Paribas",
- "IBAN": "FR7630001007941234567890185",
- "account": "12345678901"
}, - "issuerId": "423baf7e-66fc-4e40-a5d6-4b7384bd856d",
- "defaultChainId": "466442583",
- "deployments": [
- {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "chainId": "1"
}
], - "data": {
- "kycTemplateId": "53e059ee-45f0-4335-8c5a-ac2df21b9df3",
- "bypassKycChecks": false,
- "workflowInstanceId": 1662,
- "workflowInstanceState": "deployed"
}, - "assetClasses": [
- "classA",
- "classB",
- "classI"
], - "tokenStates": [
- "locked",
- "reserved",
- "issued",
- "collateral"
], - "totalSupply": 1400500,
- "assetClassesOnChain": [
- {
- "name": "a",
- "totalSupply": 1034000,
- "percentage": 0.24,
- "states": [
- {
- "name": "issued",
- "totalSupply": 100000,
- "erc20Compliant": true,
- "partition": "0x697373756564000000000000636c617373610000000000000000000000000000"
}
]
}
], - "issuer": {
- "id": "3611ab62-94a9-4782-890f-221a64518c83",
- "firstName": "John",
- "lastName": "Doe",
- "phone": "",
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "picture": "",
- "prefix": "",
- "docuSignId": "767db668-ad45-4100-ac57-e6d39a9f7162",
- "bankAccount": {
- "bank": "Societe Generale",
- "IBAN": "FR7630056009271234567890182",
- "account": "12345678901"
}
}, - "investors": [
- {
- "id": "3611ab62-94a9-4782-890f-221a64518c83",
- "tenantId": "eRlC....XLf",
- "authId": "auth0|5fe0ce446843db0077c47e43",
- "firstConnectionCode": "po2LcDbR-cSCoVZ7F-TCmVs0nx-kLotkoAG",
- "superUserId": null,
- "userType": "INVESTOR",
- "userNature": "NATURAL",
- "accessType": "READWRITE",
- "phone": "+33 6 12 01 19 49",
- "prefix": "Mr.",
- "firstName": "John",
- "lastName": "Doe",
- "defaultWallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "wallets": [
- {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}
], - "picture": "profile.pic.png",
- "docuSignId": "767db668-ad45-4100-ac57-e6d39a9f7162",
- "bankAccount": {
- "bank": "Societe Generale",
- "IBAN": "FR7630056009271234567890182",
- "account": "12345678901"
}, - "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z",
- "tokenRelatedData": {
- "links": [
- {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}
], - "tokenActions": [
- {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}
], - "tokenOrders": [
- {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ORDER",
- "name": "createPrimaryTradeOrder",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 11,
- "quantity": 10000,
- "price": 0,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "subscribed",
- "data": {
- "type": "QUANTITY",
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "settled",
- "transaction": {
- "settled": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false,
- "automateRetirement": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}
], - "balances": {
- "classes": [
- {
- "name": "classA",
- "balances": {
- "states": [
- {
- "name": "locked",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "reserved",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "issued",
- "balance": 10000,
- "spendableBalance": 10000
}
], - "total": 10000,
- "spendableTotal": 10000
}
}, - {
- "name": "classB",
- "balances": {
- "states": [
- {
- "name": "locked",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "reserved",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "issued",
- "balance": 0,
- "spendableBalance": 0
}
], - "total": 0,
- "spendableTotal": 0
}
}, - {
- "name": "classI",
- "balances": {
- "states": [
- {
- "name": "locked",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "reserved",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "issued",
- "balance": 6000,
- "spendableBalance": 5500
}
], - "total": 6000,
- "spendableTotal": 5500
}
}
], - "total": 16000,
- "spendableTotal": 15500
}
}
}
], - "notaries": [ ],
- "userRelatedData": {
- "links": [
- {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}
], - "tokenActions": [
- {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}
], - "tokenOrders": [
- {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ORDER",
- "name": "createPrimaryTradeOrder",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 11,
- "quantity": 10000,
- "price": 0,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "subscribed",
- "data": {
- "type": "QUANTITY",
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "settled",
- "transaction": {
- "settled": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false,
- "automateRetirement": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}
], - "balances": {
- "classes": [
- {
- "name": "classA",
- "balances": {
- "states": [
- {
- "name": "locked",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "reserved",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "issued",
- "balance": 10000,
- "spendableBalance": 10000
}
], - "total": 10000,
- "spendableTotal": 10000
}
}, - {
- "name": "classB",
- "balances": {
- "states": [
- {
- "name": "locked",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "reserved",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "issued",
- "balance": 0,
- "spendableBalance": 0
}
], - "total": 0,
- "spendableTotal": 0
}
}, - {
- "name": "classI",
- "balances": {
- "states": [
- {
- "name": "locked",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "reserved",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "issued",
- "balance": 6000,
- "spendableBalance": 5500
}
], - "total": 6000,
- "spendableTotal": 5500
}
}
], - "total": 16000,
- "spendableTotal": 15500
}
}
}, - "message": "Fungible token 423baf7e-66fc-4e40-a5d6-4b7384bd665d retrieved successfully"
}
Update a fungible token
Authorizations:
path Parameters
tokenId required | string Example: 423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token to update |
Request Body schema: application/json
updatedParameters required | object Token parameters to update |
Responses
Request samples
- Payload
{- "updatedParameters": {
- "picture": "assetImage.png",
- "description": "Shares of a real estate fund",
- "bankAccount": {
- "bank": "BNP Paribas",
- "IBAN": "FR7630001007941234567890185",
- "account": "12345678901"
}, - "data": {
- "key1": "value1",
- "key2": "value2",
- "key3": "value3",
- "keyn": "valuen"
}
}
}
Response samples
- 200
{- "token": {
- "id": "423baf7e-66fc-4e40-a5d6-4b7384bd665d",
- "tenantId": "MQp8....Fa5",
- "name": "TokenName",
- "symbol": "TokenSymbol",
- "defaultDeployment": "0xb76b40231c176cd6435f83153796d1af18b4c9a7",
- "standard": "ERC1400HoldableCertificateToken",
- "picture": "assetImage.png",
- "description": "Shares of a real estate fund",
- "assetTemplateId": "423baf7e-66fc-4e40-a5d6-4b7384bd856d",
- "bankAccount": {
- "bank": "BNP Paribas",
- "IBAN": "FR7630001007941234567890185",
- "account": "12345678901"
}, - "issuerId": "423baf7e-66fc-4e40-a5d6-4b7384bd856d",
- "defaultChainId": "466442583",
- "deployments": [
- {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "chainId": "1"
}
], - "data": {
- "kycTemplateId": "53e059ee-45f0-4335-8c5a-ac2df21b9df3",
- "bypassKycChecks": false,
- "workflowInstanceId": 1662,
- "workflowInstanceState": "deployed"
}, - "assetClasses": [
- "classA",
- "classB",
- "classI"
], - "tokenStates": [
- "locked",
- "reserved",
- "issued",
- "collateral"
], - "totalSupply": 1400500,
- "assetClassesOnChain": [
- {
- "name": "a",
- "totalSupply": 1034000,
- "percentage": 0.24,
- "states": [
- {
- "name": "issued",
- "totalSupply": 100000,
- "erc20Compliant": true,
- "partition": "0x697373756564000000000000636c617373610000000000000000000000000000"
}
]
}
]
}, - "message": "Fungible token 423baf7e-66fc-4e40-a5d6-4b7384bd665d updated successfully"
}
Delete a fungible token
Authorizations:
path Parameters
tokenId required | string Example: 423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token to update |
Responses
Response samples
- 200
{- "deletedCycles": [
- "d9558f63-4457-4393-9785-45bbda8e5c6c",
- "2fc73d9d-186d-496c-843c-3c7a13d3dc23"
], - "deletedElementReviews": [
- "d9558f63-4457-4393-9785-45bbda8e5c6c",
- "2fc73d9d-186d-496c-843c-3c7a13d3dc23"
], - "deletedTemplateReviews": [
- "5056f94d-e080-4ef2-ac46-9ec5b450bce7"
], - "deletedTokenDeployments": [
- 733346
], - "deletedNavs": [
- 4677348,
- 78648686,
- 3575457,
- 457763467
], - "deletedActions": [
- 2256,
- 21,
- 9979,
- 45
], - "deletedOrders": [
- 2257,
- 33567,
- 2454
], - "deletedLinks": [
- 23,
- 57,
- 88,
- 99,
- 173
], - "deletedOffers": [
- 336468,
- 336500,
- 336661
], - "message": "Token 423baf7e-66fc-4e40-a5d6-4b7384bd665d deleted successfully"
}
Mint fungible tokens
Authorizations:
path Parameters
tokenId required | string Example: 423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token, where a minting transaction shall be executed |
Request Body schema: application/json
idempotencyKey required | string [OPTIONAL] Idempotency key (shall be unique and generated on client side), used to ensure object is not created twice |
recipientId required | string ID of the user, tokens shall be minted for |
quantity required | number Quantity of tokens to mint |
forcePrice required | number Optional parameter to force the price of the operation. If not defined, price will be set automatically, based on NAV value (recommended). |
data required | object Object to store any additional data (potentially use case related data) |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "recipientId": "3611ab62-94a9-4782-890f-221a64518c83",
- "quantity": 10000,
- "forcePrice": 10,
- "data": {
- "exampleKey": "exampleValue"
}, - "sendNotification": true
}
Response samples
- 202
{- "tokenAction": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "created": true,
- "transactionId": "b8cb9c69-0996-4a01-b94e-fe4e8b90dbac",
- "message": "Token 423baf7e-66fc-4e40-a5d6-4b7384bd665d minted successfully"
}
Transfer fungible tokens
Authorizations:
path Parameters
tokenId required | string Example: 423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token, where a transfer transaction shall be executed |
Request Body schema: application/json
idempotencyKey required | string [OPTIONAL] Idempotency key (shall be unique and generated on client side), used to ensure object is not created twice |
recipientId required | string ID of the user, tokens shall be transferred to |
quantity required | number Quantity of tokens to transfer |
forcePrice required | number Optional parameter to force the price of the operation. If not defined, price will be set automatically, based on NAV value (recommended). |
data required | object Object to store any additional data (potentially use case related data) |
Responses
Request samples
- Payload
{- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "recipientId": "3611ab62-94a9-4782-890f-221a64518c83",
- "quantity": 10000,
- "forcePrice": 10,
- "data": {
- "exampleKey": "exampleValue"
}
}
Response samples
- 202
{- "tokenAction": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "created": true,
- "transactionId": "b8cb9c69-0996-4a01-b94e-fe4e8b90dbac",
- "message": "Token 423baf7e-66fc-4e40-a5d6-4b7384bd665d transferred successfully"
}
Burn fungible tokens
Authorizations:
path Parameters
tokenId required | string Example: 423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token, where a burn transaction shall be executed |
Request Body schema: application/json
idempotencyKey required | string [OPTIONAL] Idempotency key (shall be unique and generated on client side), used to ensure object is not created twice |
quantity required | number Quantity of tokens to burn |
forcePrice required | number Optional parameter to force the price of the operation. If not defined, price will be set automatically, based on NAV value (recommended). |
data required | object Object to store any additional data (potentially use case related data) |
Responses
Request samples
- Payload
{- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "quantity": 10000,
- "forcePrice": 10,
- "data": {
- "exampleKey": "exampleValue"
}
}
Response samples
- 202
{- "tokenAction": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "created": true,
- "transactionId": "b8cb9c69-0996-4a01-b94e-fe4e8b90dbac",
- "message": "Token 423baf7e-66fc-4e40-a5d6-4b7384bd665d burned successfully"
}
Non-fungible tokens can be managed on the platform. Non-fungible tokens are all unique and can be distinguished from each other. The token standard used for non-fungible tokens in this API is an inheritance of OpenZeppelin ERC721 and Ownable smart contracts. It verifies ERC721 interface.
Create a new non-fungible token
Authorizations:
Request Body schema: application/json
tokenStandard required | string Enum: "BatchBalanceReader" "BatchReader" "BatchTokenIssuer" "ERC20Token" "ERC721Token" "ERC1400ERC20" "ERC1400CertificateNonce" "ERC1400CertificateSalt" "ERC1400HoldableCertificateToken" "ERC1400TokensValidator" "DVPHoldableLockable" Must be a valid non-fungible token standard: ERC721Token |
name required | string Token name |
symbol required | string Must be a less than 12 characters long |
kycTemplateId required | string ID of the KYC template investors that will be applied to investors (leave undefined if no KYC will be requested from investors) |
wallet required | string Address of wallet to use to create the token (only required if not the default wallet) |
chainId required | string ID of the chain/network where the token shall be created |
picture required | string Picture of the asset |
description required | string Must be a less than 500 characters long |
bankDepositDetail required | object Object containing bank account infos |
data required | object Object to store any additional data (potentially use case related data) |
notaryId required | object Must be a valid notary ID. Used to attach a notary to the token, thus allowing him to access all token data (investors, balances, etc.) |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
tokenAddress required | object Must be valid smart contract address, already deployed on the specified network, and where the issuer is already a minter |
bypassSecondaryTradeIssuerApproval required | boolean If set 'true', Issuer is not required to approve secondary trade orders |
initialSupplies required | Array of objects Array of initial supplies to be minted right after asset creation |
Responses
Request samples
- Payload
{- "tokenStandard": "ERC721Token",
- "name": "CodefiToken",
- "symbol": "CODEFI",
- "kycTemplateId": "b32f6346-53b5-4cc6-a3f3-0012ed5e67a3",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "chainId": "1",
- "picture": "assetImage.png",
- "description": "Shares of a real estate fund",
- "bankDepositDetail": {
- "bank": "BNP Paribas",
- "IBAN": "FR7630001007941234567890185",
- "account": "12345678901"
}, - "data": {
- "kycTemplateId": "53e059ee-45f0-4335-8c5a-ac2df21b9df3",
- "bypassKycChecks": false,
- "exampleKey": "exampleValue"
}, - "notaryId": "3611ab62-94a9-4782-890f-221a64518c83",
- "sendNotification": true,
- "tokenAddress": "0xb76b40231c176cd6435f83153796d1af18b4c9a7",
- "bypassSecondaryTradeIssuerApproval": true,
- "initialSupplies": [
- {
- "userId": "6935576f-3fa3-4402-bfdb-563134823a26",
- "tokenState": "issued",
- "tokenClass": "classa",
- "quantity": 1000000,
- "forcePrice": 0,
- "data": { },
- "sendNotification": false,
- "workflowInstanceId": 1398,
- "transactionId": "b8cb9c69-0996-4a01-b94e-fe4e8b90dbac",
- "transactionStatus": "validated"
}
]
}
Response samples
- 202
{- "token": {
- "id": "423baf7e-66fc-4e40-a5d6-4b7384bd665d",
- "tenantId": "MQp8....Fa5",
- "name": "TokenName",
- "symbol": "TokenSymbol",
- "defaultDeployment": "0xb76b40231c176cd6435f83153796d1af18b4c9a7",
- "standard": "ERC1400HoldableCertificateToken",
- "picture": "assetImage.png",
- "description": "Shares of a real estate fund",
- "assetTemplateId": "423baf7e-66fc-4e40-a5d6-4b7384bd856d",
- "bankAccount": {
- "bank": "BNP Paribas",
- "IBAN": "FR7630001007941234567890185",
- "account": "12345678901"
}, - "issuerId": "423baf7e-66fc-4e40-a5d6-4b7384bd856d",
- "defaultChainId": "466442583",
- "deployments": [
- {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "chainId": "1"
}
], - "data": {
- "kycTemplateId": "53e059ee-45f0-4335-8c5a-ac2df21b9df3",
- "bypassKycChecks": false,
- "workflowInstanceId": 1662,
- "workflowInstanceState": "deployed"
}, - "assetClasses": [
- "classA",
- "classB",
- "classI"
], - "tokenStates": [
- "locked",
- "reserved",
- "issued",
- "collateral"
], - "totalSupply": 1400500,
- "assetClassesOnChain": [
- {
- "name": "a",
- "totalSupply": 1034000,
- "percentage": 0.24,
- "states": [
- {
- "name": "issued",
- "totalSupply": 100000,
- "erc20Compliant": true,
- "partition": "0x697373756564000000000000636c617373610000000000000000000000000000"
}
]
}
]
}, - "tokenAction": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "updated": true,
- "transactionId": "string",
- "message": "Token 423baf7e-66fc-4e40-a5d6-4b7384bd665d created successfully (transaction sent)"
}
Retrieve a non-fungible token
Authorizations:
path Parameters
tokenId required | string Example: 423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token to retrieve |
query Parameters
withVehicles required | boolean Example: withVehicles=true If set 'true', user's vehicles, linked to the specified token, are retrieved as well |
withBalances required | boolean Example: withBalances=true If set 'true', user's balances for the specified token are retrieved as well |
withEthBalance required | boolean Example: withEthBalance=true If set 'true', user's ETH balance, on the network where the specified token is deployed, is retrieved as well |
withCycles required | boolean |
Responses
Response samples
- 200
{- "token": {
- "id": "423baf7e-66fc-4e40-a5d6-4b7384bd665d",
- "tenantId": "MQp8....Fa5",
- "name": "TokenName",
- "symbol": "TokenSymbol",
- "defaultDeployment": "0xb76b40231c176cd6435f83153796d1af18b4c9a7",
- "standard": "ERC1400HoldableCertificateToken",
- "picture": "assetImage.png",
- "description": "Shares of a real estate fund",
- "assetTemplateId": "423baf7e-66fc-4e40-a5d6-4b7384bd856d",
- "bankAccount": {
- "bank": "BNP Paribas",
- "IBAN": "FR7630001007941234567890185",
- "account": "12345678901"
}, - "issuerId": "423baf7e-66fc-4e40-a5d6-4b7384bd856d",
- "defaultChainId": "466442583",
- "deployments": [
- {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "chainId": "1"
}
], - "data": {
- "kycTemplateId": "53e059ee-45f0-4335-8c5a-ac2df21b9df3",
- "bypassKycChecks": false,
- "workflowInstanceId": 1662,
- "workflowInstanceState": "deployed"
}, - "assetClasses": [
- "classA",
- "classB",
- "classI"
], - "tokenStates": [
- "locked",
- "reserved",
- "issued",
- "collateral"
], - "totalSupply": 1400500,
- "assetClassesOnChain": [
- {
- "name": "a",
- "totalSupply": 1034000,
- "percentage": 0.24,
- "states": [
- {
- "name": "issued",
- "totalSupply": 100000,
- "erc20Compliant": true,
- "partition": "0x697373756564000000000000636c617373610000000000000000000000000000"
}
]
}
], - "issuer": {
- "id": "3611ab62-94a9-4782-890f-221a64518c83",
- "firstName": "John",
- "lastName": "Doe",
- "phone": "",
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "picture": "",
- "prefix": "",
- "docuSignId": "767db668-ad45-4100-ac57-e6d39a9f7162",
- "bankAccount": {
- "bank": "Societe Generale",
- "IBAN": "FR7630056009271234567890182",
- "account": "12345678901"
}
}, - "investors": [
- {
- "id": "3611ab62-94a9-4782-890f-221a64518c83",
- "tenantId": "eRlC....XLf",
- "authId": "auth0|5fe0ce446843db0077c47e43",
- "firstConnectionCode": "po2LcDbR-cSCoVZ7F-TCmVs0nx-kLotkoAG",
- "superUserId": null,
- "userType": "INVESTOR",
- "userNature": "NATURAL",
- "accessType": "READWRITE",
- "phone": "+33 6 12 01 19 49",
- "prefix": "Mr.",
- "firstName": "John",
- "lastName": "Doe",
- "defaultWallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "wallets": [
- {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}
], - "picture": "profile.pic.png",
- "docuSignId": "767db668-ad45-4100-ac57-e6d39a9f7162",
- "bankAccount": {
- "bank": "Societe Generale",
- "IBAN": "FR7630056009271234567890182",
- "account": "12345678901"
}, - "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z",
- "tokenRelatedData": {
- "links": [
- {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}
], - "tokenActions": [
- {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}
], - "tokenOrders": [
- {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ORDER",
- "name": "createPrimaryTradeOrder",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 11,
- "quantity": 10000,
- "price": 0,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "subscribed",
- "data": {
- "type": "QUANTITY",
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "settled",
- "transaction": {
- "settled": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false,
- "automateRetirement": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}
], - "balances": {
- "classes": [
- {
- "name": "classA",
- "balances": {
- "states": [
- {
- "name": "locked",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "reserved",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "issued",
- "balance": 10000,
- "spendableBalance": 10000
}
], - "total": 10000,
- "spendableTotal": 10000
}
}, - {
- "name": "classB",
- "balances": {
- "states": [
- {
- "name": "locked",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "reserved",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "issued",
- "balance": 0,
- "spendableBalance": 0
}
], - "total": 0,
- "spendableTotal": 0
}
}, - {
- "name": "classI",
- "balances": {
- "states": [
- {
- "name": "locked",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "reserved",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "issued",
- "balance": 6000,
- "spendableBalance": 5500
}
], - "total": 6000,
- "spendableTotal": 5500
}
}
], - "total": 16000,
- "spendableTotal": 15500
}
}
}
], - "notaries": [ ],
- "userRelatedData": {
- "links": [
- {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}
], - "tokenActions": [
- {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}
], - "tokenOrders": [
- {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ORDER",
- "name": "createPrimaryTradeOrder",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 11,
- "quantity": 10000,
- "price": 0,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "subscribed",
- "data": {
- "type": "QUANTITY",
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "settled",
- "transaction": {
- "settled": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false,
- "automateRetirement": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}
], - "balances": {
- "classes": [
- {
- "name": "classA",
- "balances": {
- "states": [
- {
- "name": "locked",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "reserved",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "issued",
- "balance": 10000,
- "spendableBalance": 10000
}
], - "total": 10000,
- "spendableTotal": 10000
}
}, - {
- "name": "classB",
- "balances": {
- "states": [
- {
- "name": "locked",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "reserved",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "issued",
- "balance": 0,
- "spendableBalance": 0
}
], - "total": 0,
- "spendableTotal": 0
}
}, - {
- "name": "classI",
- "balances": {
- "states": [
- {
- "name": "locked",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "reserved",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "issued",
- "balance": 6000,
- "spendableBalance": 5500
}
], - "total": 6000,
- "spendableTotal": 5500
}
}
], - "total": 16000,
- "spendableTotal": 15500
}
}
}, - "message": "Nonfungible token 423baf7e-66fc-4e40-a5d6-4b7384bd665d retrieved successfully"
}
Update a non-fungible token
Authorizations:
path Parameters
tokenId required | string Example: 423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token to update |
Request Body schema: application/json
updatedParameters required | object Token parameters to update |
Responses
Request samples
- Payload
{- "updatedParameters": {
- "picture": "assetImage.png",
- "description": "Shares of a real estate fund",
- "bankAccount": {
- "bank": "BNP Paribas",
- "IBAN": "FR7630001007941234567890185",
- "account": "12345678901"
}, - "data": {
- "key1": "value1",
- "key2": "value2",
- "key3": "value3",
- "keyn": "valuen"
}
}
}
Response samples
- 200
{- "token": {
- "id": "423baf7e-66fc-4e40-a5d6-4b7384bd665d",
- "tenantId": "MQp8....Fa5",
- "name": "TokenName",
- "symbol": "TokenSymbol",
- "defaultDeployment": "0xb76b40231c176cd6435f83153796d1af18b4c9a7",
- "standard": "ERC1400HoldableCertificateToken",
- "picture": "assetImage.png",
- "description": "Shares of a real estate fund",
- "assetTemplateId": "423baf7e-66fc-4e40-a5d6-4b7384bd856d",
- "bankAccount": {
- "bank": "BNP Paribas",
- "IBAN": "FR7630001007941234567890185",
- "account": "12345678901"
}, - "issuerId": "423baf7e-66fc-4e40-a5d6-4b7384bd856d",
- "defaultChainId": "466442583",
- "deployments": [
- {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "chainId": "1"
}
], - "data": {
- "kycTemplateId": "53e059ee-45f0-4335-8c5a-ac2df21b9df3",
- "bypassKycChecks": false,
- "workflowInstanceId": 1662,
- "workflowInstanceState": "deployed"
}, - "assetClasses": [
- "classA",
- "classB",
- "classI"
], - "tokenStates": [
- "locked",
- "reserved",
- "issued",
- "collateral"
], - "totalSupply": 1400500,
- "assetClassesOnChain": [
- {
- "name": "a",
- "totalSupply": 1034000,
- "percentage": 0.24,
- "states": [
- {
- "name": "issued",
- "totalSupply": 100000,
- "erc20Compliant": true,
- "partition": "0x697373756564000000000000636c617373610000000000000000000000000000"
}
]
}
]
}, - "message": "Nonfungible token 423baf7e-66fc-4e40-a5d6-4b7384bd665d updated successfully"
}
Delete a non-fungible token
Authorizations:
path Parameters
tokenId required | string Example: 423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token to update |
Responses
Response samples
- 200
{- "deletedCycles": [
- "d9558f63-4457-4393-9785-45bbda8e5c6c",
- "2fc73d9d-186d-496c-843c-3c7a13d3dc23"
], - "deletedElementReviews": [
- "d9558f63-4457-4393-9785-45bbda8e5c6c",
- "2fc73d9d-186d-496c-843c-3c7a13d3dc23"
], - "deletedTemplateReviews": [
- "5056f94d-e080-4ef2-ac46-9ec5b450bce7"
], - "deletedTokenDeployments": [
- 733346
], - "deletedNavs": [
- 4677348,
- 78648686,
- 3575457,
- 457763467
], - "deletedActions": [
- 2256,
- 21,
- 9979,
- 45
], - "deletedOrders": [
- 2257,
- 33567,
- 2454
], - "deletedLinks": [
- 23,
- 57,
- 88,
- 99,
- 173
], - "deletedOffers": [
- 336468,
- 336500,
- 336661
], - "message": "Token 423baf7e-66fc-4e40-a5d6-4b7384bd665d deleted successfully"
}
Mint non-fungible tokens
Authorizations:
path Parameters
tokenId required | string Example: 423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token, where a minting transaction shall be executed |
Request Body schema: application/json
idempotencyKey required | string [OPTIONAL] Idempotency key (shall be unique and generated on client side), used to ensure object is not created twice |
recipientId required | string ID of the user, tokens shall be minted for |
identifier required | string Identifier of token to mint (shall be less than 16 characters long) |
forcePrice required | number Optional parameter to force the price of the operation. If not defined, price will be set automatically, based on NAV value (recommended). |
data required | object Object to store any additional data (potentially use case related data) |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "recipientId": "3611ab62-94a9-4782-890f-221a64518c83",
- "identifier": "classA",
- "forcePrice": 10,
- "data": {
- "exampleKey": "exampleValue"
}, - "sendNotification": true
}
Response samples
- 202
{- "tokenAction": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "created": true,
- "transactionId": "b8cb9c69-0996-4a01-b94e-fe4e8b90dbac",
- "message": "Token 423baf7e-66fc-4e40-a5d6-4b7384bd665d minted successfully"
}
Transfer non-fungible tokens
Authorizations:
path Parameters
tokenId required | string Example: 423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token, where a transfer transaction shall be executed |
Request Body schema: application/json
idempotencyKey required | string [OPTIONAL] Idempotency key (shall be unique and generated on client side), used to ensure object is not created twice |
recipientId required | string ID of the user, tokens shall be transferred to |
identifier required | string Identifier of token to transfer |
forcePrice required | number Optional parameter to force the price of the operation. If not defined, price will be set automatically, based on NAV value (recommended). |
data required | object Object to store any additional data (potentially use case related data) |
Responses
Request samples
- Payload
{- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "recipientId": "3611ab62-94a9-4782-890f-221a64518c83",
- "identifier": "classA",
- "forcePrice": 10,
- "data": {
- "exampleKey": "exampleValue"
}
}
Response samples
- 202
{- "tokenAction": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "created": true,
- "transactionId": "b8cb9c69-0996-4a01-b94e-fe4e8b90dbac",
- "message": "Token 423baf7e-66fc-4e40-a5d6-4b7384bd665d transferred successfully"
}
Burn non-fungible tokens
Authorizations:
path Parameters
tokenId required | string Example: 423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token, where a burn transaction shall be executed |
Request Body schema: application/json
idempotencyKey required | string [OPTIONAL] Idempotency key (shall be unique and generated on client side), used to ensure object is not created twice |
identifier required | string Identifier of token to burn |
forcePrice required | number Optional parameter to force the price of the operation. If not defined, price will be set automatically, based on NAV value (recommended). |
data required | object Object to store any additional data (potentially use case related data) |
Responses
Request samples
- Payload
{- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "identifier": "classA",
- "forcePrice": 10,
- "data": {
- "exampleKey": "exampleValue"
}
}
Response samples
- 202
{- "tokenAction": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "created": true,
- "transactionId": "b8cb9c69-0996-4a01-b94e-fe4e8b90dbac",
- "message": "Token 423baf7e-66fc-4e40-a5d6-4b7384bd665d burned successfully"
}
Hybrid tokens can be managed on the platform. Hybrid tokens are partially-fungible, which means tokens can be given a class/state and are fungible inside a given class/state. The token standard used for hybrid tokens in this API is the Universal Token smart contract (https://github.com/ConsenSys/UniversalToken). It verifies both ERC20 and ERC1400 interfaces.
Create a new hybrid token
Authorizations:
Request Body schema: application/json
tokenStandard required | string Enum: "BatchBalanceReader" "BatchReader" "BatchTokenIssuer" "ERC20Token" "ERC721Token" "ERC1400ERC20" "ERC1400CertificateNonce" "ERC1400CertificateSalt" "ERC1400HoldableCertificateToken" "ERC1400TokensValidator" "DVPHoldableLockable" Must be a valid hybrid token standard: ERC1400HoldableCertificateToken |
name required | string Token name |
symbol required | string Must be a less than 12 characters long |
classes required | Array of strings Each class must be a less than 20 characters long |
kycTemplateId required | string ID of the KYC template investors that will be applied to investors (leave undefined if no KYC will be requested from investors) |
certificateActivated required | boolean [DEPRECATED - Replaced by certificateType] If set to true, no token action (mint, transfer, burn) can be performed without certificates generated by Codefi API (security). |
certificateType required | string Enum: "NONE" "NONCE" "SALT" "NONE_OR_NONCE_OR_SALT" Type of certificate validation. Shall be chosen amongst NONE, NONCE and SALT |
unregulatedERC20transfersActivated required | boolean If set to true, tokens from default partitions can be transferred without restriction, e.g. with unregulated ERC20 transfers |
wallet required | string Address of wallet to use to create the token (only required if not the default wallet) |
chainId required | string ID of the chain/network where the token shall be created |
picture required | string Picture of the asset |
description required | string Must be a less than 500 characters long |
bankDepositDetail required | object Object containing bank account infos |
data required | object Object to store any additional data (potentially use case related data) |
notaryId required | object Must be a valid notary ID. Used to attach a notary to the token, thus allowing him to access all token data (investors, balances, etc.) |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
tokenAddress required | object Must be valid smart contract address, already deployed on the specified network, and where the issuer is already a minter |
customExtensionAddress required | string [OPTIONAL] Address of "custom" extension contract, the token contract will be linked to. If undefined, token contract will be linked to "generic" extension contract by default. |
initialOwnerAddress required | string [OPTIONAL] Address, the token contract ownership shall be transferred to. If undefined, token contract will not be transferred (but this can still be done afterwards). |
bypassSecondaryTradeIssuerApproval required | boolean If set 'true', Issuer is not required to approve secondary trade orders |
initialSupplies required | Array of objects Array of initial supplies to be minted right after asset creation |
Responses
Request samples
- Payload
{- "tokenStandard": "ERC1400HoldableCertificateToken",
- "name": "CodefiToken",
- "symbol": "CODEFI",
- "classes": [
- "classic1",
- "classic2",
- "classic3"
], - "kycTemplateId": "b32f6346-53b5-4cc6-a3f3-0012ed5e67a3",
- "certificateActivated": true,
- "certificateType": true,
- "unregulatedERC20transfersActivated": true,
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "chainId": "1",
- "picture": "assetImage.png",
- "description": "Shares of a real estate fund",
- "bankDepositDetail": {
- "bank": "BNP Paribas",
- "IBAN": "FR7630001007941234567890185",
- "account": "12345678901"
}, - "data": {
- "kycTemplateId": "53e059ee-45f0-4335-8c5a-ac2df21b9df3",
- "bypassKycChecks": false,
- "exampleKey": "exampleValue"
}, - "notaryId": "3611ab62-94a9-4782-890f-221a64518c83",
- "sendNotification": true,
- "tokenAddress": "0xb76b40231c176cd6435f83153796d1af18b4c9a7",
- "customExtensionAddress": "0x0089d53F703f7E0843953D48133f74cE247184c2",
- "initialOwnerAddress": "0x0089d53F703f7E0843953D48133f74cE247184c2",
- "bypassSecondaryTradeIssuerApproval": true,
- "initialSupplies": [
- {
- "userId": "6935576f-3fa3-4402-bfdb-563134823a26",
- "tokenState": "issued",
- "tokenClass": "classa",
- "quantity": 1000000,
- "forcePrice": 0,
- "data": { },
- "sendNotification": false,
- "workflowInstanceId": 1398,
- "transactionId": "b8cb9c69-0996-4a01-b94e-fe4e8b90dbac",
- "transactionStatus": "validated"
}
]
}
Response samples
- 202
{- "token": {
- "id": "423baf7e-66fc-4e40-a5d6-4b7384bd665d",
- "tenantId": "MQp8....Fa5",
- "name": "TokenName",
- "symbol": "TokenSymbol",
- "defaultDeployment": "0xb76b40231c176cd6435f83153796d1af18b4c9a7",
- "standard": "ERC1400HoldableCertificateToken",
- "picture": "assetImage.png",
- "description": "Shares of a real estate fund",
- "assetTemplateId": "423baf7e-66fc-4e40-a5d6-4b7384bd856d",
- "bankAccount": {
- "bank": "BNP Paribas",
- "IBAN": "FR7630001007941234567890185",
- "account": "12345678901"
}, - "issuerId": "423baf7e-66fc-4e40-a5d6-4b7384bd856d",
- "defaultChainId": "466442583",
- "deployments": [
- {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "chainId": "1"
}
], - "data": {
- "kycTemplateId": "53e059ee-45f0-4335-8c5a-ac2df21b9df3",
- "bypassKycChecks": false,
- "workflowInstanceId": 1662,
- "workflowInstanceState": "deployed"
}, - "assetClasses": [
- "classA",
- "classB",
- "classI"
], - "tokenStates": [
- "locked",
- "reserved",
- "issued",
- "collateral"
], - "totalSupply": 1400500,
- "assetClassesOnChain": [
- {
- "name": "a",
- "totalSupply": 1034000,
- "percentage": 0.24,
- "states": [
- {
- "name": "issued",
- "totalSupply": 100000,
- "erc20Compliant": true,
- "partition": "0x697373756564000000000000636c617373610000000000000000000000000000"
}
]
}
]
}, - "tokenAction": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "updated": true,
- "transactionId": "string",
- "message": "Token 423baf7e-66fc-4e40-a5d6-4b7384bd665d created successfully (transaction sent)"
}
Retrieve a hybrid token
Authorizations:
path Parameters
tokenId required | string Example: 423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token to retrieve |
query Parameters
assetClass required | string Example: assetClass=classa Asset class of token, that shall be retrieved ('undefined' if all asset classes shall be retrieved) |
withVehicles required | boolean Example: withVehicles=true If set 'true', user's vehicles, linked to the specified token, are retrieved as well |
withBalances required | boolean Example: withBalances=true If set 'true', user's balances for the specified token are retrieved as well |
withEthBalance required | boolean Example: withEthBalance=true If set 'true', user's ETH balance, on the network where the specified token is deployed, is retrieved as well |
withAssetData required | boolean Example: withAssetData=true If set 'true', asset Meta data of the token is retrieved as well |
withCycles required | boolean |
Responses
Response samples
- 200
{- "token": {
- "id": "423baf7e-66fc-4e40-a5d6-4b7384bd665d",
- "tenantId": "MQp8....Fa5",
- "name": "TokenName",
- "symbol": "TokenSymbol",
- "defaultDeployment": "0xb76b40231c176cd6435f83153796d1af18b4c9a7",
- "standard": "ERC1400HoldableCertificateToken",
- "picture": "assetImage.png",
- "description": "Shares of a real estate fund",
- "assetTemplateId": "423baf7e-66fc-4e40-a5d6-4b7384bd856d",
- "bankAccount": {
- "bank": "BNP Paribas",
- "IBAN": "FR7630001007941234567890185",
- "account": "12345678901"
}, - "issuerId": "423baf7e-66fc-4e40-a5d6-4b7384bd856d",
- "defaultChainId": "466442583",
- "deployments": [
- {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "chainId": "1"
}
], - "data": {
- "kycTemplateId": "53e059ee-45f0-4335-8c5a-ac2df21b9df3",
- "bypassKycChecks": false,
- "workflowInstanceId": 1662,
- "workflowInstanceState": "deployed"
}, - "assetClasses": [
- "classA",
- "classB",
- "classI"
], - "tokenStates": [
- "locked",
- "reserved",
- "issued",
- "collateral"
], - "totalSupply": 1400500,
- "assetClassesOnChain": [
- {
- "name": "a",
- "totalSupply": 1034000,
- "percentage": 0.24,
- "states": [
- {
- "name": "issued",
- "totalSupply": 100000,
- "erc20Compliant": true,
- "partition": "0x697373756564000000000000636c617373610000000000000000000000000000"
}
]
}
], - "issuer": {
- "id": "3611ab62-94a9-4782-890f-221a64518c83",
- "firstName": "John",
- "lastName": "Doe",
- "phone": "",
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "picture": "",
- "prefix": "",
- "docuSignId": "767db668-ad45-4100-ac57-e6d39a9f7162",
- "bankAccount": {
- "bank": "Societe Generale",
- "IBAN": "FR7630056009271234567890182",
- "account": "12345678901"
}
}, - "investors": [
- {
- "id": "3611ab62-94a9-4782-890f-221a64518c83",
- "tenantId": "eRlC....XLf",
- "authId": "auth0|5fe0ce446843db0077c47e43",
- "firstConnectionCode": "po2LcDbR-cSCoVZ7F-TCmVs0nx-kLotkoAG",
- "superUserId": null,
- "userType": "INVESTOR",
- "userNature": "NATURAL",
- "accessType": "READWRITE",
- "phone": "+33 6 12 01 19 49",
- "prefix": "Mr.",
- "firstName": "John",
- "lastName": "Doe",
- "defaultWallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "wallets": [
- {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}
], - "picture": "profile.pic.png",
- "docuSignId": "767db668-ad45-4100-ac57-e6d39a9f7162",
- "bankAccount": {
- "bank": "Societe Generale",
- "IBAN": "FR7630056009271234567890182",
- "account": "12345678901"
}, - "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z",
- "tokenRelatedData": {
- "links": [
- {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}
], - "tokenActions": [
- {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}
], - "tokenOrders": [
- {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ORDER",
- "name": "createPrimaryTradeOrder",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 11,
- "quantity": 10000,
- "price": 0,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "subscribed",
- "data": {
- "type": "QUANTITY",
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "settled",
- "transaction": {
- "settled": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false,
- "automateRetirement": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}
], - "balances": {
- "classes": [
- {
- "name": "classA",
- "balances": {
- "states": [
- {
- "name": "locked",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "reserved",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "issued",
- "balance": 10000,
- "spendableBalance": 10000
}
], - "total": 10000,
- "spendableTotal": 10000
}
}, - {
- "name": "classB",
- "balances": {
- "states": [
- {
- "name": "locked",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "reserved",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "issued",
- "balance": 0,
- "spendableBalance": 0
}
], - "total": 0,
- "spendableTotal": 0
}
}, - {
- "name": "classI",
- "balances": {
- "states": [
- {
- "name": "locked",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "reserved",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "issued",
- "balance": 6000,
- "spendableBalance": 5500
}
], - "total": 6000,
- "spendableTotal": 5500
}
}
], - "total": 16000,
- "spendableTotal": 15500
}
}
}
], - "notaries": [ ],
- "userRelatedData": {
- "links": [
- {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}
], - "tokenActions": [
- {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}
], - "tokenOrders": [
- {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ORDER",
- "name": "createPrimaryTradeOrder",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 11,
- "quantity": 10000,
- "price": 0,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "subscribed",
- "data": {
- "type": "QUANTITY",
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "settled",
- "transaction": {
- "settled": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false,
- "automateRetirement": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}
], - "balances": {
- "classes": [
- {
- "name": "classA",
- "balances": {
- "states": [
- {
- "name": "locked",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "reserved",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "issued",
- "balance": 10000,
- "spendableBalance": 10000
}
], - "total": 10000,
- "spendableTotal": 10000
}
}, - {
- "name": "classB",
- "balances": {
- "states": [
- {
- "name": "locked",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "reserved",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "issued",
- "balance": 0,
- "spendableBalance": 0
}
], - "total": 0,
- "spendableTotal": 0
}
}, - {
- "name": "classI",
- "balances": {
- "states": [
- {
- "name": "locked",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "reserved",
- "balance": 0,
- "spendableBalance": 0
}, - {
- "name": "issued",
- "balance": 6000,
- "spendableBalance": 5500
}
], - "total": 6000,
- "spendableTotal": 5500
}
}
], - "total": 16000,
- "spendableTotal": 15500
}
}
}, - "message": "Hybrid token 423baf7e-66fc-4e40-a5d6-4b7384bd665d retrieved successfully"
}
Update a hybrid token
Authorizations:
path Parameters
tokenId required | string Example: 423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token to update |
Request Body schema: application/json
updatedParameters required | object Token parameters to update |
Responses
Request samples
- Payload
{- "updatedParameters": {
- "picture": "assetImage.png",
- "description": "Shares of a real estate fund",
- "bankAccount": {
- "bank": "BNP Paribas",
- "IBAN": "FR7630001007941234567890185",
- "account": "12345678901"
}, - "data": {
- "key1": "value1",
- "key2": "value2",
- "key3": "value3",
- "keyn": "valuen"
}
}
}
Response samples
- 200
{- "token": {
- "id": "423baf7e-66fc-4e40-a5d6-4b7384bd665d",
- "tenantId": "MQp8....Fa5",
- "name": "TokenName",
- "symbol": "TokenSymbol",
- "defaultDeployment": "0xb76b40231c176cd6435f83153796d1af18b4c9a7",
- "standard": "ERC1400HoldableCertificateToken",
- "picture": "assetImage.png",
- "description": "Shares of a real estate fund",
- "assetTemplateId": "423baf7e-66fc-4e40-a5d6-4b7384bd856d",
- "bankAccount": {
- "bank": "BNP Paribas",
- "IBAN": "FR7630001007941234567890185",
- "account": "12345678901"
}, - "issuerId": "423baf7e-66fc-4e40-a5d6-4b7384bd856d",
- "defaultChainId": "466442583",
- "deployments": [
- {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "chainId": "1"
}
], - "data": {
- "kycTemplateId": "53e059ee-45f0-4335-8c5a-ac2df21b9df3",
- "bypassKycChecks": false,
- "workflowInstanceId": 1662,
- "workflowInstanceState": "deployed"
}, - "assetClasses": [
- "classA",
- "classB",
- "classI"
], - "tokenStates": [
- "locked",
- "reserved",
- "issued",
- "collateral"
], - "totalSupply": 1400500,
- "assetClassesOnChain": [
- {
- "name": "a",
- "totalSupply": 1034000,
- "percentage": 0.24,
- "states": [
- {
- "name": "issued",
- "totalSupply": 100000,
- "erc20Compliant": true,
- "partition": "0x697373756564000000000000636c617373610000000000000000000000000000"
}
]
}
]
}, - "message": "Hybrid token 423baf7e-66fc-4e40-a5d6-4b7384bd665d updated successfully"
}
Delete a hybrid token
Authorizations:
path Parameters
tokenId required | string Example: 423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token to update |
Responses
Response samples
- 200
{- "deletedCycles": [
- "d9558f63-4457-4393-9785-45bbda8e5c6c",
- "2fc73d9d-186d-496c-843c-3c7a13d3dc23"
], - "deletedElementReviews": [
- "d9558f63-4457-4393-9785-45bbda8e5c6c",
- "2fc73d9d-186d-496c-843c-3c7a13d3dc23"
], - "deletedTemplateReviews": [
- "5056f94d-e080-4ef2-ac46-9ec5b450bce7"
], - "deletedTokenDeployments": [
- 733346
], - "deletedNavs": [
- 4677348,
- 78648686,
- 3575457,
- 457763467
], - "deletedActions": [
- 2256,
- 21,
- 9979,
- 45
], - "deletedOrders": [
- 2257,
- 33567,
- 2454
], - "deletedLinks": [
- 23,
- 57,
- 88,
- 99,
- 173
], - "deletedOffers": [
- 336468,
- 336500,
- 336661
], - "message": "Token 423baf7e-66fc-4e40-a5d6-4b7384bd665d deleted successfully"
}
Mint hybrid tokens
Authorizations:
path Parameters
tokenId required | string Example: 423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token, where a minting transaction shall be executed |
Request Body schema: application/json
idempotencyKey required | string [OPTIONAL] Idempotency key (shall be unique and generated on client side), used to ensure object is not created twice |
recipientId required | string ID of the user, tokens shall be minted for |
state required | string Enum: "locked" "reserved" "issued" "collateral" State of the token to mint, chosen amongst locked,reserved,issued,collateral |
class required | string Class of the tokens to mint (shall be less than 20 characters long) |
quantity required | number Quantity of tokens to mint |
forcePrice required | number Optional parameter to force the price of the operation. If not defined, price will be set automatically, based on NAV value (recommended). |
data required | object Object to store any additional data (potentially use case related data) |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "recipientId": "3611ab62-94a9-4782-890f-221a64518c83",
- "state": "locked",
- "class": "classA",
- "quantity": 10000,
- "forcePrice": 10,
- "data": {
- "exampleKey": "exampleValue"
}, - "sendNotification": true
}
Response samples
- 202
{- "tokenAction": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "created": true,
- "transactionId": "b8cb9c69-0996-4a01-b94e-fe4e8b90dbac",
- "message": "Token 423baf7e-66fc-4e40-a5d6-4b7384bd665d minted successfully"
}
Transfer hybrid tokens
Authorizations:
path Parameters
tokenId required | string Example: 423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token, where a transfer transaction shall be executed |
Request Body schema: application/json
idempotencyKey required | string [OPTIONAL] Idempotency key (shall be unique and generated on client side), used to ensure object is not created twice |
recipientId required | string ID of the user, tokens shall be transferred to |
state required | string Enum: "locked" "reserved" "issued" "collateral" State of the token to transfer, chosen amongst locked,reserved,issued,collateral |
class required | string Class of the tokens to transfer |
quantity required | number Quantity of tokens to transfer |
forcePrice required | number Optional parameter to force the price of the operation. If not defined, price will be set automatically, based on NAV value (recommended). |
data required | object Object to store any additional data (potentially use case related data) |
Responses
Request samples
- Payload
{- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "recipientId": "3611ab62-94a9-4782-890f-221a64518c83",
- "state": "locked",
- "class": "classA",
- "quantity": 10000,
- "forcePrice": 10,
- "data": {
- "exampleKey": "exampleValue"
}
}
Response samples
- 202
{- "tokenAction": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "created": true,
- "transactionId": "b8cb9c69-0996-4a01-b94e-fe4e8b90dbac",
- "message": "Token 423baf7e-66fc-4e40-a5d6-4b7384bd665d transferred successfully"
}
Burn hybrid tokens
Authorizations:
path Parameters
tokenId required | string Example: 423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token, where a burn transaction shall be executed |
Request Body schema: application/json
idempotencyKey required | string [OPTIONAL] Idempotency key (shall be unique and generated on client side), used to ensure object is not created twice |
state required | string Enum: "locked" "reserved" "issued" "collateral" State of the token to burn, chosen amongst locked,reserved,issued,collateral |
class required | string Class of the tokens to burn |
quantity required | number Quantity of tokens to burn |
forcePrice required | number Optional parameter to force the price of the operation. If not defined, price will be set automatically, based on NAV value (recommended). |
data required | object Object to store any additional data (potentially use case related data) |
Responses
Request samples
- Payload
{- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "state": "locked",
- "class": "classA",
- "quantity": 10000,
- "forcePrice": 10,
- "data": {
- "exampleKey": "exampleValue"
}
}
Response samples
- 202
{- "tokenAction": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "created": true,
- "transactionId": "b8cb9c69-0996-4a01-b94e-fe4e8b90dbac",
- "message": "Token 423baf7e-66fc-4e40-a5d6-4b7384bd665d burned successfully"
}
Force transfer of hybrid tokens
Authorizations:
path Parameters
tokenId required | string Example: 423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token, where a transfer transaction shall be executed |
Request Body schema: application/json
idempotencyKey required | string [OPTIONAL] Idempotency key (shall be unique and generated on client side), used to ensure object is not created twice |
investorId required | string ID of the user, whom tokens shall be transferred from |
recipientId required | string ID of the user, whom tokens shall be transferred to |
state required | string Enum: "locked" "reserved" "issued" "collateral" State of the token to transfer, chosen amongst locked,reserved,issued,collateral |
class required | string Class of the tokens to transfer |
quantity required | number Quantity of tokens to transfer |
forcePrice required | number Optional parameter to force the price of the operation. If not defined, price will be set automatically, based on NAV value (recommended). |
data required | object Object to store any additional data (potentially use case related data) |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "investorId": "3611ab62-94a9-4782-890f-221a64518c83",
- "recipientId": "3611ab62-94a9-4782-890f-221a64518c83",
- "state": "locked",
- "class": "classA",
- "quantity": 10000,
- "forcePrice": 10,
- "data": {
- "exampleKey": "exampleValue"
}, - "sendNotification": true
}
Response samples
- 202
{- "tokenAction": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "created": true,
- "transactionId": "b8cb9c69-0996-4a01-b94e-fe4e8b90dbac",
- "message": "Token 423baf7e-66fc-4e40-a5d6-4b7384bd665d transferred successfully"
}
Force burn of hybrid tokens
Authorizations:
path Parameters
tokenId required | string Example: 423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token, where a burn transaction shall be executed |
Request Body schema: application/json
idempotencyKey required | string [OPTIONAL] Idempotency key (shall be unique and generated on client side), used to ensure object is not created twice |
investorId required | string ID of the user, whom tokens shall be burned from |
state required | string Enum: "locked" "reserved" "issued" "collateral" State of the token to burn, chosen amongst locked,reserved,issued,collateral |
class required | string Class of the tokens to burn |
quantity required | number Quantity of tokens to burn |
forcePrice required | number Optional parameter to force the price of the operation. If not defined, price will be set automatically, based on NAV value (recommended). |
data required | object Object to store any additional data (potentially use case related data) |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "investorId": "3611ab62-94a9-4782-890f-221a64518c83",
- "state": "locked",
- "class": "classA",
- "quantity": 10000,
- "forcePrice": 10,
- "data": {
- "exampleKey": "exampleValue"
}, - "sendNotification": true
}
Response samples
- 202
{- "tokenAction": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "created": true,
- "transactionId": "b8cb9c69-0996-4a01-b94e-fe4e8b90dbac",
- "message": "Token 423baf7e-66fc-4e40-a5d6-4b7384bd665d burned successfully"
}
Update state of hybrid tokens
Authorizations:
path Parameters
tokenId required | string Example: 423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token, where an updateState transaction shall be executed |
Request Body schema: application/json
idempotencyKey required | string [OPTIONAL] Idempotency key (shall be unique and generated on client side), used to ensure object is not created twice |
state required | string Enum: "locked" "reserved" "issued" "collateral" State of the token to update, chosen amongst locked,reserved,issued,collateral |
class required | string Class of the tokens to update |
destinationState required | string Enum: "locked" "reserved" "issued" "collateral" Destination state of the token to update, chosen amongst locked,reserved,issued,collateral |
quantity required | number Quantity of tokens to update |
forcePrice required | number Optional parameter to force the price of the operation. If not defined, price will be set automatically, based on NAV value (recommended). |
data required | object Object to store any additional data (potentially use case related data) |
emailRemarks required | string Remarks in the email notification |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "state": "locked",
- "class": "classA",
- "destinationState": "issued",
- "quantity": 10000,
- "forcePrice": 10,
- "data": {
- "exampleKey": "exampleValue"
}, - "emailRemarks": "[\"I would like to retire these credit, to offset 1,000 tonnes of carbon produced by the beneficiary oin 2021.\"]",
- "sendNotification": true
}
Response samples
- 202
{- "tokenAction": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "created": true,
- "transactionId": "b8cb9c69-0996-4a01-b94e-fe4e8b90dbac",
- "message": "Token 423baf7e-66fc-4e40-a5d6-4b7384bd665d state updated successfully"
}
Force update state of hybrid tokens
Authorizations:
path Parameters
tokenId required | string Example: 423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token, where an updateState transaction shall be executed |
Request Body schema: application/json
idempotencyKey required | string [OPTIONAL] Idempotency key (shall be unique and generated on client side), used to ensure object is not created twice |
investorId required | string ID of the user, tokens' state shall be updated from |
state required | string Enum: "locked" "reserved" "issued" "collateral" State of the token to update, chosen amongst locked,reserved,issued,collateral |
class required | string Class of the tokens to update |
destinationState required | string Enum: "locked" "reserved" "issued" "collateral" Destination state of the token to update, chosen amongst locked,reserved,issued,collateral |
quantity required | number Quantity of tokens to update |
forcePrice required | number Optional parameter to force the price of the operation. If not defined, price will be set automatically, based on NAV value (recommended). |
data required | object Object to store any additional data (potentially use case related data) |
Responses
Request samples
- Payload
{- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "investorId": "3611ab62-94a9-4782-890f-221a64518c83",
- "state": "locked",
- "class": "classA",
- "destinationState": "issued",
- "quantity": 10000,
- "forcePrice": 10,
- "data": {
- "exampleKey": "exampleValue"
}
}
Response samples
- 202
{- "tokenAction": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "created": true,
- "transactionId": "b8cb9c69-0996-4a01-b94e-fe4e8b90dbac",
- "message": "Token 423baf7e-66fc-4e40-a5d6-4b7384bd665d state updated successfully"
}
Update class of hybrid tokens
Authorizations:
path Parameters
tokenId required | string Example: 423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token, where an updateClass transaction shall be executed |
Request Body schema: application/json
idempotencyKey required | string [OPTIONAL] Idempotency key (shall be unique and generated on client side), used to ensure object is not created twice |
investorId required | string ID of the user, tokens' class shall be updated from |
state required | string Enum: "locked" "reserved" "issued" "collateral" State of the token to update, chosen amongst locked,reserved,issued,collateral |
class required | string Class of the tokens to update |
destinationClass required | string Destination class of the token to update (shall be less than 20 characters long) |
quantity required | number Quantity of tokens to update |
forcePrice required | number Optional parameter to force the price of the operation. If not defined, price will be set automatically, based on NAV value (recommended). |
data required | object Object to store any additional data (potentially use case related data) |
Responses
Request samples
- Payload
{- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "investorId": "3611ab62-94a9-4782-890f-221a64518c83",
- "state": "locked",
- "class": "classA",
- "destinationClass": "classA2",
- "quantity": 10000,
- "forcePrice": 10,
- "data": {
- "exampleKey": "exampleValue"
}
}
Response samples
- 202
{- "tokenAction": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "created": true,
- "transactionId": "b8cb9c69-0996-4a01-b94e-fe4e8b90dbac",
- "message": "Token 423baf7e-66fc-4e40-a5d6-4b7384bd665d class updated successfully"
}
Create a token hold
Authorizations:
path Parameters
tokenId required | string Example: 423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token, where a hold transaction shall be executed |
Request Body schema: application/json
idempotencyKey required | string [OPTIONAL] Idempotency key (shall be unique and generated on client side), used to ensure object is not created twice |
recipientId required | string ID of the user, who shall be added as recipient of the hold |
state required | string Enum: "locked" "reserved" "issued" "collateral" State of the token to hold, chosen amongst locked,reserved,issued,collateral |
class required | string Class of the tokens to hold |
quantity required | number Quantity of tokens to hold |
forcePrice required | number Optional parameter to force the price of the operation. If not defined, price will be set automatically, based on NAV value (recommended). |
nbHoursBeforeExpiration required | number Number of hours before the hold expires |
secretHash required | string Hash of the secret required to execute the hold (32 bytes) |
data required | object Object to store any additional data (potentially use case related data) |
Responses
Request samples
- Payload
{- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "recipientId": "3611ab62-94a9-4782-890f-221a64518c83",
- "state": "locked",
- "class": "classA",
- "quantity": 10000,
- "forcePrice": 10,
- "nbHoursBeforeExpiration": 24,
- "secretHash": "0xb90d6f467cd8182bbd6344f749303fee92ac8b493c46fe455049702ef5b6976a",
- "data": {
- "exampleKey": "exampleValue"
}
}
Response samples
- 202
{- "tokenAction": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "created": true,
- "transactionId": "b8cb9c69-0996-4a01-b94e-fe4e8b90dbac",
- "message": "Token hold created successfully"
}
Force creation of a token hold
Authorizations:
path Parameters
tokenId required | string Example: 423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token, where a hold transaction shall be executed |
Request Body schema: application/json
idempotencyKey required | string [OPTIONAL] Idempotency key (shall be unique and generated on client side), used to ensure object is not created twice |
investorId required | string ID of the user, whom tokens shall be put on hold |
recipientId required | string ID of the user, who shall be added as recipient of the hold |
state required | string Enum: "locked" "reserved" "issued" "collateral" State of the token to hold, chosen amongst locked,reserved,issued,collateral |
class required | string Class of the tokens to hold |
quantity required | number Quantity of tokens to hold |
forcePrice required | number Optional parameter to force the price of the operation. If not defined, price will be set automatically, based on NAV value (recommended). |
nbHoursBeforeExpiration required | number Number of hours before the hold expires |
secretHash required | string Hash of the secret required to execute the hold (32 bytes) |
data required | object Object to store any additional data (potentially use case related data) |
Responses
Request samples
- Payload
{- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "investorId": "3611ab62-94a9-4782-890f-221a64518c83",
- "recipientId": "3611ab62-94a9-4782-890f-221a64518c83",
- "state": "locked",
- "class": "classA",
- "quantity": 10000,
- "forcePrice": 10,
- "nbHoursBeforeExpiration": 24,
- "secretHash": "0xb90d6f467cd8182bbd6344f749303fee92ac8b493c46fe455049702ef5b6976a",
- "data": {
- "exampleKey": "exampleValue"
}
}
Response samples
- 202
{- "tokenAction": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "created": true,
- "transactionId": "b8cb9c69-0996-4a01-b94e-fe4e8b90dbac",
- "message": "Token hold created successfully"
}
Execute a token hold
Authorizations:
path Parameters
tokenId required | string Example: 423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token, where a hold shall be executed |
Request Body schema: application/json
idempotencyKey required | string [OPTIONAL] Idempotency key (shall be unique and generated on client side), used to ensure object is not created twice |
holdId required | string ID of hold that shall be executed |
htlcSecret required | string Secret required to execute the hold (32 bytes) |
forcePrice required | number Optional parameter to force the price of the operation. If not defined, price will be set automatically, based on NAV value (recommended). |
data required | object Object to store any additional data (potentially use case related data) |
Responses
Request samples
- Payload
{- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "holdId": "0xdee57eec5fa3e15df2c65a1600b5b5fad62700d6696996d31a3da528549e265b",
- "htlcSecret": "0xdee57eec5fa3e15df2c65a1600b5b5fad62700d6696996d31a3da528549e265b",
- "forcePrice": 10,
- "data": {
- "exampleKey": "exampleValue"
}
}
Response samples
- 202
{- "tokenAction": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "created": true,
- "transactionId": "b8cb9c69-0996-4a01-b94e-fe4e8b90dbac",
- "message": "Token hold created successfully"
}
Release a token hold
Authorizations:
path Parameters
tokenId required | string Example: 423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token, where a hold shall be released |
Request Body schema: application/json
idempotencyKey required | string [OPTIONAL] Idempotency key (shall be unique and generated on client side), used to ensure object is not created twice |
holdId required | string ID of hold that shall be released |
data required | object Object to store any additional data (potentially use case related data) |
Responses
Request samples
- Payload
{- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "holdId": "0xdee57eec5fa3e15df2c65a1600b5b5fad62700d6696996d31a3da528549e265b",
- "data": {
- "exampleKey": "exampleValue"
}
}
Response samples
- 202
{- "tokenAction": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "created": true,
- "transactionId": "b8cb9c69-0996-4a01-b94e-fe4e8b90dbac",
- "message": "Token hold created successfully"
}
Transactions can be managed on the platform. Every time an token action is performed (mint, transfer, burn), a transaction is sent to the blockchain network. This API keeps track of the transactions by storing the transaction ID + the transaction context in an off-chain database.
Retrieve a transaction
Authorizations:
path Parameters
transactionId required | string Example: b8cb9c69-0996-4a01-b94e-fe4e8b90dbac Transaction identifier (or txHash) |
query Parameters
withContext required | boolean Example: withContext=true If set to false, only the transacction receipt will be retrieved. If set to true, transaction context/envelope will be retrieved as well. |
ethService required | string Example: ethService={"type":"orchestrate","data":{"tenantId":"codefi","name":"Main Ethereum Network","key":"mainnet","chainId":"1","type":"pow","description":"Frontier, Homestead, Metropolis, the Ethereum public PoW main network","ethRequired":true,"kaleido":false,"faucetMinEthValue":"300000000000000000","isAlive":true}} Ethereum service to use to retrieve transaction receipt |
Responses
Response samples
- 200
{- "transaction": {
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "id": 3435,
- "tenantId": "MQp8....Fa5",
- "signerId": "3611ab62-94a9-4782-890f-221a64518c83",
- "callerId": "3611ab62-94a9-4782-890f-221a64518c83",
- "transactionId": "b8cb9c69-0996-4a01-b94e-fe4e8b90dbac",
- "identifierOrchestrateId": "b8cb9c69-0996-4a01-b94e-fe4e8b90dbac",
- "identifierTxHash": "0x7b4b61de09df673681173838d639b728157ed81fd63775a129b760686dcb9de6",
- "status": true,
- "context": {
- "emailFunctions": [
- "sendIssuerTokenCreationMail"
], - "functionName": "createToken",
- "typeFunctionUser": "ISSUER",
- "usersToRefresh": [
- "78324893-bf7e-4699-ac04-b0beeecaaaa3"
], - "tokenId": "a05f5ee1-32b6-4d65-af12-5b96c767e9e9",
- "ethService": {
- "type": "orchestrate",
- "data": {
- "tenantId": "codefi",
- "name": "Main Ethereum Network",
- "key": "mainnet",
- "chainId": "1",
- "type": "pow",
- "description": "Frontier, Homestead, Metropolis, the Ethereum public PoW main network",
- "ethRequired": true,
- "kaleido": false,
- "faucetMinEthValue": "300000000000000000",
- "isAlive": true
}
}, - "nextTokenStatus": "executed",
- "wallet": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "pendingTxResponseMessage": "Transaction submitted successfully",
- "validatedTxResponseMessage": "Transaction validated",
- "failureTxResponseMessage": "Transaction failed",
- "call": {
- "path": "contract/deploy",
- "body": {
- "contractName": "ERC20",
- "signerAddress": "",
- "arguments": [ ],
- "ethServiceType": "orchestrate",
- "chain": "mainnet"
}
}, - "tokenCategory": "HYBRID",
- "callerId": "78324893-bf7e-4699-ac04-b0beeecaaaa3",
- "userId": "78324893-bf7e-4699-ac04-b0beeecaaaa3",
- "scheduledAdditionalAction": "updateState",
- "sendNotification": true,
- "authToken": "eyJh..."
}, - "callbacks": [
- "sendTokenCreationEmail"
], - "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z",
- "blockHash": "0x332b317eaabb3b1b4fac27da1d9dc79b6cf074857b88f1188f69c1eb2fd19f48",
- "blockNumber": 4425387,
- "contractAddress": "0xFf6b2a14025587eA8020c336bF919CF7525FCA50",
- "cumulativeGasUsed": 6623340,
- "from": "0xf24339a4451510a461563f5044260b22d6dadead",
- "gasUsed": 6623340,
- "logsBloom": "0x00800000020000200000000000000000000000000000000000800000000000001000000000000400000000000000000000000000000000000000000000000000000000000000000000000000000080000005000400040000000000000000000000000000020400100000000000800800000010008020000000000000000000400000000000000000000000000000000000000000000000000000000000000001000040000000000000000000010000000000000000000000208800000000000000000000000000000000000000000002000000000000000000000000000020000010000000000000000000000000000000000000000000000000000000004000",
- "to": null,
- "transactionHash": "0x3e4b61de09df673681173838d719b728157ed81fd63775a129b760686dcb9df8",
- "transactionIndex": 0,
- "events": { }
}, - "message": "Transaction 3435 successfully retrieved"
}
Send a signed transaction
Authorizations:
path Parameters
transactionId required | string Example: b8cb9c69-0996-4a01-b94e-fe4e8b90dbac Transaction identifier (or txHash) |
Request Body schema: application/json
signedTx required | string Signed transaction |
Responses
Request samples
- Payload
{- "signedTx": "0x..."
}
Response samples
- 202
{- "txIdentifier": "string",
- "message": "Signed transaction b8cb9c69-0996-4a01-b94e-fe4e8b90dbac successfully sent"
}
List all transactions
Authorizations:
query Parameters
offset required | number >= 0 Index of first transaction to fetch |
limit required | number <= 50 Example: limit=100 Max amount of transactions to fetch |
Responses
Response samples
- 200
{- "transactions": [
- {
- "id": 3435,
- "tenantId": "MQp8....Fa5",
- "signerId": "3611ab62-94a9-4782-890f-221a64518c83",
- "callerId": "3611ab62-94a9-4782-890f-221a64518c83",
- "transactionId": "b8cb9c69-0996-4a01-b94e-fe4e8b90dbac",
- "identifierOrchestrateId": "b8cb9c69-0996-4a01-b94e-fe4e8b90dbac",
- "identifierTxHash": "0x7b4b61de09df673681173838d639b728157ed81fd63775a129b760686dcb9de6",
- "status": "validated",
- "context": {
- "emailFunctions": [
- "sendIssuerTokenCreationMail"
], - "functionName": "createToken",
- "typeFunctionUser": "ISSUER",
- "usersToRefresh": [
- "78324893-bf7e-4699-ac04-b0beeecaaaa3"
], - "tokenId": "a05f5ee1-32b6-4d65-af12-5b96c767e9e9",
- "ethService": {
- "type": "orchestrate",
- "data": {
- "tenantId": "codefi",
- "name": "Main Ethereum Network",
- "key": "mainnet",
- "chainId": "1",
- "type": "pow",
- "description": "Frontier, Homestead, Metropolis, the Ethereum public PoW main network",
- "ethRequired": true,
- "kaleido": false,
- "faucetMinEthValue": "300000000000000000",
- "isAlive": true
}
}, - "nextTokenStatus": "executed",
- "wallet": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "pendingTxResponseMessage": "Transaction submitted successfully",
- "validatedTxResponseMessage": "Transaction validated",
- "failureTxResponseMessage": "Transaction failed",
- "call": {
- "path": "contract/deploy",
- "body": {
- "contractName": "ERC20",
- "signerAddress": "",
- "arguments": [ ],
- "ethServiceType": "orchestrate",
- "chain": "mainnet"
}
}, - "tokenCategory": "HYBRID",
- "callerId": "78324893-bf7e-4699-ac04-b0beeecaaaa3",
- "userId": "78324893-bf7e-4699-ac04-b0beeecaaaa3",
- "scheduledAdditionalAction": "updateState",
- "sendNotification": true,
- "authToken": "eyJh..."
}, - "callbacks": [
- "sendTokenCreationEmail"
], - "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}
], - "count": 3,
- "total": 543,
- "message": "5 transactions successfully retrieved"
}
Retry to send a transaction
Authorizations:
path Parameters
transactionId required | string Example: b8cb9c69-0996-4a01-b94e-fe4e8b90dbac Transaction identifier (or txHash) |
Responses
Response samples
- 202
{- "transaction": {
- "id": 3435,
- "tenantId": "MQp8....Fa5",
- "signerId": "3611ab62-94a9-4782-890f-221a64518c83",
- "callerId": "3611ab62-94a9-4782-890f-221a64518c83",
- "transactionId": "b8cb9c69-0996-4a01-b94e-fe4e8b90dbac",
- "identifierOrchestrateId": "b8cb9c69-0996-4a01-b94e-fe4e8b90dbac",
- "identifierTxHash": "0x7b4b61de09df673681173838d639b728157ed81fd63775a129b760686dcb9de6",
- "status": "validated",
- "context": {
- "emailFunctions": [
- "sendIssuerTokenCreationMail"
], - "functionName": "createToken",
- "typeFunctionUser": "ISSUER",
- "usersToRefresh": [
- "78324893-bf7e-4699-ac04-b0beeecaaaa3"
], - "tokenId": "a05f5ee1-32b6-4d65-af12-5b96c767e9e9",
- "ethService": {
- "type": "orchestrate",
- "data": {
- "tenantId": "codefi",
- "name": "Main Ethereum Network",
- "key": "mainnet",
- "chainId": "1",
- "type": "pow",
- "description": "Frontier, Homestead, Metropolis, the Ethereum public PoW main network",
- "ethRequired": true,
- "kaleido": false,
- "faucetMinEthValue": "300000000000000000",
- "isAlive": true
}
}, - "nextTokenStatus": "executed",
- "wallet": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "pendingTxResponseMessage": "Transaction submitted successfully",
- "validatedTxResponseMessage": "Transaction validated",
- "failureTxResponseMessage": "Transaction failed",
- "call": {
- "path": "contract/deploy",
- "body": {
- "contractName": "ERC20",
- "signerAddress": "",
- "arguments": [ ],
- "ethServiceType": "orchestrate",
- "chain": "mainnet"
}
}, - "tokenCategory": "HYBRID",
- "callerId": "78324893-bf7e-4699-ac04-b0beeecaaaa3",
- "userId": "78324893-bf7e-4699-ac04-b0beeecaaaa3",
- "scheduledAdditionalAction": "updateState",
- "sendNotification": true,
- "authToken": "eyJh..."
}, - "callbacks": [
- "sendTokenCreationEmail"
], - "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}, - "message": "Transaction b8cb9c69-0996-4a01-b94e-fe4e8b90dbac successfully resent. New transaction ID is b8cb9c69-0996-4a01-b94e-fe4e8b90dbac."
}
Networks can be managed on the platform. The platform is network-agnostic: assets can be deployed on different kind of networks, public or private.
Response samples
- 200
{- "defaultNetwork": "Main Ethereum Network",
- "networks": [
- {
- "tenantId": "codefi",
- "name": "Codefi Assets Dev Network",
- "key": "codefi_assets_dev_network",
- "chainId": "118174032",
- "type": "poa",
- "description": "Codefi Assets Dev, is a private Kaleido network setup for development",
- "ethRequired": false,
- "kaleido": true
}, - {
- "tenantId": "codefi",
- "name": "Main Ethereum Network",
- "key": "mainnet",
- "chainId": "1",
- "type": "pow",
- "description": "Frontier, Homestead, Metropolis, the Ethereum public PoW main network",
- "ethRequired": true,
- "kaleido": false
}, - {
- "tenantId": "codefi",
- "name": "Rinkeby Test Network",
- "key": "rinkeby",
- "chainId": "4",
- "type": "poa",
- "description": "Rinkeby, the public Geth-only PoA testnet",
- "ethRequired": true,
- "kaleido": false
}
], - "message": "5 network(s) listed successfully"
}
NetworkController_createNetwork
Authorizations:
Request Body schema: application/json
name required | string Network name |
description required | string Network description |
Array of objects (Metadata) Network metadata | |
rpcEndpoints required | Array of strings Network RCP endpoint(s) |
required | object Network product(s) |
kafka required | object Default: false Network name |
key | string |
type | string or null Default: null Enum: "poa" "pow" |
explorerUrl | string |
symbol | string |
Responses
Request samples
- Payload
{- "name": "Example Dev Network",
- "description": "This is the example dev network description",
- "metadata": "[{ name: \"metadata name\", description: \"metadata description\" }]",
- "rpcEndpoints": "[\"https://e0bwzpx1vh:85Fhl87PZbBHlKSWFecxCu3j89RlOulIEJACDHZzM_U@e0yt00jvmm-e0rlauwjnb-rpc.de0-aws.kaleido.io\"]",
- "products": "{assets: true, payments:true}",
- "kafka": "Example Dev Network",
- "key": "string",
- "type": "poa",
- "explorerUrl": "string",
- "symbol": "string"
}
Response samples
- 202
{- "message": "network listed successfully",
- "network": { }
}
List all networks from Network API
Authorizations:
query Parameters
key | string Example: key=test_network_1 Network key |
Responses
Response samples
- 200
{- "networks": {
- "tenantId": "codefi",
- "name": "Main Ethereum Network",
- "key": "mainnet",
- "chainId": "1",
- "type": "pow",
- "description": "Frontier, Homestead, Metropolis, the Ethereum public PoW main network",
- "ethRequired": true,
- "kaleido": false,
- "finalized": true,
- "symbol": "MY_ASSET_SYMBOL",
- "metadata": [
- {
- "name": "firstMetadataName",
- "description": "firstMetadataDescription"
}
], - "products": {
- "payments": true
}, - "initializedEventEmitted": false,
- "isDefault": false,
- "orchestrateChainId": "someChainId",
- "contracts": [
- {
- "name": "someContractsName",
- "address": "0xCf7Ed3AccA5a467e9e704C703E8D87F634fB0Fc9"
}
], - "deployerWallet": "0xCf7Ed3AccA5a467e9e704C703E8D87F634fB0Fc9",
- "faucetMinEthValue": "300000000000000000"
}, - "message": "5 network(s) listed successfully"
}
List a network by key from Network API
Authorizations:
path Parameters
key required | string |
Responses
Response samples
- 200
{- "network": {
- "tenantId": "codefi",
- "name": "Main Ethereum Network",
- "key": "mainnet",
- "chainId": "1",
- "type": "pow",
- "description": "Frontier, Homestead, Metropolis, the Ethereum public PoW main network",
- "ethRequired": true,
- "kaleido": false,
- "finalized": true,
- "symbol": "MY_ASSET_SYMBOL",
- "metadata": [
- {
- "name": "firstMetadataName",
- "description": "firstMetadataDescription"
}
], - "products": {
- "payments": true
}, - "initializedEventEmitted": false,
- "isDefault": false,
- "orchestrateChainId": "someChainId",
- "contracts": [
- {
- "name": "someContractsName",
- "address": "0xCf7Ed3AccA5a467e9e704C703E8D87F634fB0Fc9"
}
], - "deployerWallet": "0xCf7Ed3AccA5a467e9e704C703E8D87F634fB0Fc9",
- "faucetMinEthValue": "300000000000000000"
}, - "message": "5 network(s) listed successfully"
}
LinkController_listAllLinks
path Parameters
userId required | string Example: bf5db45e-aac1-485d-ad1f-f4e203dcfeab userId |
query Parameters
offset required | number >= 0 Index of first link to fetch |
limit required | number <= 50 Example: limit=100 Max amount of links to fetch |
userType required | string Enum: "SUPERADMIN" "ADMIN" "ISSUER" "UNDERWRITER" "BROKER" "INVESTOR" "VEHICLE" "NOTARY" "VERIFIER" "NAV_MANAGER" Example: userType=INVESTOR [OPTIONAL] Shall be chose amongst INVESTOR(default), ISSUER, UNDERWRITER, VERIFIER, NAV_MANAGER, NOTARY |
entityType required | string Enum: "TOKEN" "ASSET_CLASS" "ISSUER" "ADMIN" "PROJECT" "PLATFORM" "EVENT" Example: entityType=ISSUER [OPTIONAL] Shall be chose amongst ISSUER, TOKEN, PROJECT, NOTARY |
entityId required | string Example: entityId=bf5db45e-aac1-485d-ad1f-f4e203dcfeab ID of entity, actions list shall be filtered for |
assetClass required | string Example: assetClass=a Asset class of token, actions list shall be filtered for |
Responses
Response samples
- 200
{- "links": [
- {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}
], - "count": 3,
- "total": 543,
- "message": "5 link(s) listed successfully"
}
Response samples
- 200
{- "workflows": [
- {
- "id": 1,
- "tenantId": "MQp8....Fa5",
- "name": "kyc",
- "workflowType": "LINK",
- "roles": [
- "SUPERADMIN",
- "ADMIN",
- "ISSUER",
- "INVESTOR",
- "VEHICLE",
- "NOTARY",
- "VERIFIER",
- "NAV_MANAGER"
], - "states": [
- "__notStarted__",
- "invited",
- "kycSubmitted",
- "validated",
- "issuer"
], - "transitionTemplates": [
- {
- "name": "invite",
- "fromState": "__notStarted__",
- "toState": "invited",
- "role": "ISSUER"
}, - {
- "name": "submitKyc",
- "fromState": "invited",
- "toState": "kycSubmitted",
- "role": "INVESTOR"
}, - {
- "name": "validateKyc",
- "fromState": "kycSubmitted",
- "toState": "validated",
- "role": "VERIFIER"
}, - {
- "name": "validateKyc",
- "fromState": "kycSubmitted",
- "toState": "validated",
- "role": "ISSUER"
}, - {
- "name": "allowList",
- "fromState": "__notStarted__",
- "toState": "validated",
- "role": "ISSUER"
}, - {
- "name": "allowList",
- "fromState": "invited",
- "toState": "validated",
- "role": "ISSUER"
}, - {
- "name": "allowList",
- "fromState": "kycSubmitted",
- "toState": "validated",
- "role": "ISSUER"
}, - {
- "name": "unvalidate",
- "fromState": "validated",
- "toState": "invited",
- "role": "ISSUER"
}, - {
- "name": "unvalidate",
- "fromState": "kycSubmitted",
- "toState": "invited",
- "role": "ISSUER"
}, - {
- "name": "createToken",
- "fromState": "__notStarted__",
- "toState": "issuer",
- "role": "ISSUER"
}, - {
- "name": "addNotary",
- "fromState": "__notStarted__",
- "toState": "invited",
- "role": "ISSUER"
}, - {
- "name": "addKycVerifier",
- "fromState": "__notStarted__",
- "toState": "invited",
- "role": "ISSUER"
}, - {
- "name": "addNavManager",
- "fromState": "__notStarted__",
- "toState": "invited",
- "role": "ISSUER"
}
], - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}
], - "message": "5 workflow(s) listed successfully"
}
WorkflowTemplateController_retrieveWorkflowById
path Parameters
workflowId required | number Example: 1 ID of workflow |
Responses
Response samples
- 200
{- "workflow": {
- "id": 1,
- "tenantId": "MQp8....Fa5",
- "name": "kyc",
- "workflowType": "LINK",
- "roles": [
- "SUPERADMIN",
- "ADMIN",
- "ISSUER",
- "INVESTOR",
- "VEHICLE",
- "NOTARY",
- "VERIFIER",
- "NAV_MANAGER"
], - "states": [
- "__notStarted__",
- "invited",
- "kycSubmitted",
- "validated",
- "issuer"
], - "transitionTemplates": [
- {
- "name": "invite",
- "fromState": "__notStarted__",
- "toState": "invited",
- "role": "ISSUER"
}, - {
- "name": "submitKyc",
- "fromState": "invited",
- "toState": "kycSubmitted",
- "role": "INVESTOR"
}, - {
- "name": "validateKyc",
- "fromState": "kycSubmitted",
- "toState": "validated",
- "role": "VERIFIER"
}, - {
- "name": "validateKyc",
- "fromState": "kycSubmitted",
- "toState": "validated",
- "role": "ISSUER"
}, - {
- "name": "allowList",
- "fromState": "__notStarted__",
- "toState": "validated",
- "role": "ISSUER"
}, - {
- "name": "allowList",
- "fromState": "invited",
- "toState": "validated",
- "role": "ISSUER"
}, - {
- "name": "allowList",
- "fromState": "kycSubmitted",
- "toState": "validated",
- "role": "ISSUER"
}, - {
- "name": "unvalidate",
- "fromState": "validated",
- "toState": "invited",
- "role": "ISSUER"
}, - {
- "name": "unvalidate",
- "fromState": "kycSubmitted",
- "toState": "invited",
- "role": "ISSUER"
}, - {
- "name": "createToken",
- "fromState": "__notStarted__",
- "toState": "issuer",
- "role": "ISSUER"
}, - {
- "name": "addNotary",
- "fromState": "__notStarted__",
- "toState": "invited",
- "role": "ISSUER"
}, - {
- "name": "addKycVerifier",
- "fromState": "__notStarted__",
- "toState": "invited",
- "role": "ISSUER"
}, - {
- "name": "addNavManager",
- "fromState": "__notStarted__",
- "toState": "invited",
- "role": "ISSUER"
}
], - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "Workflow id retrieved successfully"
}
KYCEssentialTemplateController_listAllTemplates
query Parameters
includeElements required | boolean If set 'true', elements are injected in the KYC template. If set to 'false', raw template is returned |
Responses
Response samples
- 200
{- "defaultTemplate": "Codefi demo template",
- "templates": [
- {
- "id": "ddb8a64b-004f-4800-a166-af9d93ede5ae",
- "issuerId": "3611ab62-94a9-4782-890f-221a64518c83",
- "name": "Codefi demo template",
- "topSections": [
- {
- "key": "naturalPersonSection",
- "label": {
- "en": "Natural Person",
- "fr": "Personne physique"
}, - "sections": [
- {
- "key": "one",
- "label": {
- "en": "Part 1",
- "fr": "Partie 1"
}, - "elements": [
- {
- "name": "firstName_natural",
- "element": {
- "id": "46fbc854-0083-4219-b909-0be6b4d63b13",
- "tenantId": "MQp8....Fa5",
- "key": "firstName_natural",
- "type": "string",
- "status": "mandatory",
- "label": {
- "en": "First name",
- "fr": "Prénom"
}, - "placeholder": {
- "en": "Ex: John",
- "fr": "Ex: Francois"
}, - "inputs": [ ],
- "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}, - "elementInstance": {
- "id": "",
- "tenantId": "MQp8....Fa5",
- "elementKey": "firstName_natural",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "value": [
- "John"
], - "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}, - "relatedElements": [ ]
}
]
}
]
}
], - "data": { }
}
], - "message": "5 KYC template(s) listed successfully"
}
KYCEssentialTemplateController_createTemplate
Request Body schema: application/json
issuerId required | string Must be a valid issuer ID |
name required | string Name of the KYC template |
topSections required | Array of objects Top sections of the KYC template |
data required | object Object to store any additional data (potentially use case related data) |
Responses
Request samples
- Payload
{- "issuerId": "3611ab62-94a9-4782-890f-221a64518c83",
- "name": "Codefi demo template",
- "topSections": [
- {
- "key": "naturalPersonSection",
- "label": {
- "en": "Natural Person",
- "fr": "Personne physique"
}, - "sections": [
- {
- "key": "one",
- "label": {
- "en": "Part 1",
- "fr": "Partie 1"
}, - "elements": [
- "firstName_natural",
- "lastName_natural",
- "address_natural",
- "email_natural",
- "phoneNumber_natural"
]
}
]
}
], - "data": { }
}
Response samples
- 201
{- "template": {
- "id": "ddb8a64b-004f-4800-a166-af9d93ede5ae",
- "tenantId": "MQp8....Fa5",
- "issuerId": "3611ab62-94a9-4782-890f-221a64518c83",
- "name": "Codefi demo template",
- "topSections": [
- {
- "key": "naturalPersonSection",
- "label": {
- "en": "Natural Person",
- "fr": "Personne physique"
}, - "sections": [
- {
- "key": "one",
- "label": {
- "en": "Part 1",
- "fr": "Partie 1"
}, - "elements": [
- "firstName_natural",
- "lastName_natural",
- "address_natural",
- "email_natural",
- "phoneNumber_natural"
]
}
]
}
], - "data": { }
}, - "newTemplate": true,
- "message": "KYC template ddb8a64b-004f-4800-a166-af9d93ede5ae created successfully"
}
KYCEssentialTemplateController_retrieveTemplate
path Parameters
templateId required | string Example: ddb8a64b-004f-4800-a166-af9d93ede5ae ID of template to retrieve |
query Parameters
includeElements required | boolean If set 'true', elements are injected in the KYC template. If set to 'false', raw template is returned |
Responses
Response samples
- 200
{- "template": {
- "id": "ddb8a64b-004f-4800-a166-af9d93ede5ae",
- "issuerId": "3611ab62-94a9-4782-890f-221a64518c83",
- "name": "Codefi demo template",
- "topSections": [
- {
- "key": "naturalPersonSection",
- "label": {
- "en": "Natural Person",
- "fr": "Personne physique"
}, - "sections": [
- {
- "key": "one",
- "label": {
- "en": "Part 1",
- "fr": "Partie 1"
}, - "elements": [
- {
- "name": "firstName_natural",
- "element": {
- "id": "46fbc854-0083-4219-b909-0be6b4d63b13",
- "tenantId": "MQp8....Fa5",
- "key": "firstName_natural",
- "type": "string",
- "status": "mandatory",
- "label": {
- "en": "First name",
- "fr": "Prénom"
}, - "placeholder": {
- "en": "Ex: John",
- "fr": "Ex: Francois"
}, - "inputs": [ ],
- "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}, - "elementInstance": {
- "id": "",
- "tenantId": "MQp8....Fa5",
- "elementKey": "firstName_natural",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "value": [
- "John"
], - "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}, - "relatedElements": [ ]
}
]
}
]
}
], - "data": { }
}, - "message": "KYC template ddb8a64b-004f-4800-a166-af9d93ede5ae retrieved successfully"
}
KYCEssentialTemplateController_updateTemplate
path Parameters
templateId required | string Example: ddb8a64b-004f-4800-a166-af9d93ede5ae ID of template to retrieve |
Request Body schema: application/json
required | object Template parameters to update | ||||||||
|
Responses
Request samples
- Payload
{- "updatedParameters": {
- "issuerId": "3611ab62-94a9-4782-890f-221a64518c83",
- "name": "Codefi demo template",
- "topSections": [
- {
- "key": "naturalPersonSection",
- "label": {
- "en": "Natural Person",
- "fr": "Personne physique"
}, - "sections": [
- {
- "key": "one",
- "label": {
- "en": "Part 1",
- "fr": "Partie 1"
}, - "elements": [
- "firstName_natural",
- "lastName_natural",
- "address_natural",
- "email_natural",
- "phoneNumber_natural"
]
}
]
}
], - "data": {
- "key1": "value1",
- "key2": "value2",
- "key3": "value3",
- "keyn": "valuen"
}
}
}
Response samples
- 200
{- "template": {
- "id": "ddb8a64b-004f-4800-a166-af9d93ede5ae",
- "tenantId": "MQp8....Fa5",
- "issuerId": "3611ab62-94a9-4782-890f-221a64518c83",
- "name": "Codefi demo template",
- "topSections": [
- {
- "key": "naturalPersonSection",
- "label": {
- "en": "Natural Person",
- "fr": "Personne physique"
}, - "sections": [
- {
- "key": "one",
- "label": {
- "en": "Part 1",
- "fr": "Partie 1"
}, - "elements": [
- "firstName_natural",
- "lastName_natural",
- "address_natural",
- "email_natural",
- "phoneNumber_natural"
]
}
]
}
], - "data": { }
}, - "message": "KYC template ddb8a64b-004f-4800-a166-af9d93ede5ae updated successfully"
}
KYCEssentialTemplateController_deleteTemplate
path Parameters
templateId required | string Example: ddb8a64b-004f-4800-a166-af9d93ede5ae ID of template to retrieve |
Responses
Response samples
- 200
{- "message": "KYC template ddb8a64b-004f-4800-a166-af9d93ede5ae deleted successfully"
}
Response samples
- 200
{- "elements": [
- {
- "id": "46fbc854-0083-4219-b909-0be6b4d63b13",
- "tenantId": "MQp8....Fa5",
- "key": "firstName_natural",
- "type": "string",
- "status": "mandatory",
- "label": {
- "en": "First name",
- "fr": "Prénom"
}, - "placeholder": {
- "en": "Ex: John",
- "fr": "Ex: Francois"
}, - "inputs": [ ],
- "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}
], - "message": "5 KYC element(s) listed successfully"
}
KYCEssentialElementController_createElement
Request Body schema: application/json
Responses
Request samples
- Payload
[- "string"
]
Response samples
- 201
{- "elements": [
- {
- "element": {
- "id": "46fbc854-0083-4219-b909-0be6b4d63b13",
- "tenantId": "MQp8....Fa5",
- "key": "firstName_natural",
- "type": "string",
- "status": "mandatory",
- "label": {
- "en": "First name",
- "fr": "Prénom"
}, - "placeholder": {
- "en": "Ex: John",
- "fr": "Ex: Francois"
}, - "inputs": [ ],
- "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}, - "newElement": true
}
], - "message": "5 KYC element(s) created successfully"
}
KYCEssentialElementController_retrieveElement
path Parameters
elementId required | string Example: 46fbc854-0083-4219-b909-0be6b4d63b13 ID of KYC element to retrieve |
Responses
Response samples
- 200
{- "element": {
- "id": "46fbc854-0083-4219-b909-0be6b4d63b13",
- "tenantId": "MQp8....Fa5",
- "key": "firstName_natural",
- "type": "string",
- "status": "mandatory",
- "label": {
- "en": "First name",
- "fr": "Prénom"
}, - "placeholder": {
- "en": "Ex: John",
- "fr": "Ex: Francois"
}, - "inputs": [ ],
- "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}, - "message": "KYC element 46fbc854-0083-4219-b909-0be6b4d63b13 retrieved successfully"
}
KYCEssentialElementController_updateElement
path Parameters
elementId required | string Example: 46fbc854-0083-4219-b909-0be6b4d63b13 ID of KYC element to update |
Request Body schema: application/json
updatedParameters required | Array of strings Element parameters to update |
Responses
Request samples
- Payload
{- "updatedParameters": [
- {
- "key": "firstName_natural",
- "type": "string",
- "status": "mandatory",
- "label": {
- "en": "First name",
- "fr": "Prénom"
}, - "placeholder": {
- "en": "Ex: John",
- "fr": "Ex: Francois"
}, - "inputs": [ ],
- "data": {
- "key1": "value1",
- "key2": "value2",
- "key3": "value3",
- "keyn": "valuen"
}
}
]
}
Response samples
- 200
{- "element": {
- "id": "46fbc854-0083-4219-b909-0be6b4d63b13",
- "tenantId": "MQp8....Fa5",
- "key": "firstName_natural",
- "type": "string",
- "status": "mandatory",
- "label": {
- "en": "First name",
- "fr": "Prénom"
}, - "placeholder": {
- "en": "Ex: John",
- "fr": "Ex: Francois"
}, - "inputs": [ ],
- "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}, - "message": "KYC element 46fbc854-0083-4219-b909-0be6b4d63b13 updated successfully"
}
KYCEssentialDataController_saveKycDataAsSubmitter
Request Body schema: application/json
elements required | Array of strings List of KYC element instances to save |
Responses
Request samples
- Payload
{- "elements": [
- {
- "elementKey": "firstName_natural",
- "value": [
- "John"
], - "data": { }
}
]
}
Response samples
- 201
{- "elementInstances": [
- {
- "elementInstance": {
- "id": "",
- "tenantId": "MQp8....Fa5",
- "elementKey": "firstName_natural",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "value": [
- "John"
], - "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}, - "newElementInstance": true
}
], - "message": "5 KYC element instance(s) created successfully"
}
KYCEssentialDataController_saveKycDataAsReviewer
Request Body schema: application/json
reviews required | Array of strings List of KYC element reviews to save |
Responses
Request samples
- Payload
{- "reviews": [
- {
- "reviewId": "882f3058-2d42-4c0c-8987-ea586821af63",
- "status": "REJECTED",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "comment": "Validity date is past, please re-submit this document"
}
]
}
Response samples
- 200
{- "reviews": [
- {
- "elementReview": {
- "id": "882f3058-2d42-4c0c-8987-ea586821af63",
- "tenantId": "MQp8....Fa5",
- "scope": "TEMPLATE",
- "objectId": "4fea9fd4-f01f-4b37-b530-3cc974801d1b",
- "sectionKey": "",
- "investorId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityType": "TOKEN",
- "entityId": "20fd8685-f09c-4cb1-ad49-038a89e4bfc8",
- "status": "REJECTED",
- "category": "PROFESSIONAL_CLIENTS",
- "riskProfile": "AGGRESSIVE",
- "comment": "Validity date is past, please re-submit this document",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}, - "newReview": true
}
], - "message": "5 KYC element review(s) created successfully"
}
KYCEssentialDataController_retrieveTokenRelatedKycDataForSubmitter
query Parameters
tokenId required | string Example: tokenId=423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token, KYC data shall be retrieved for |
assetClass required | string Example: assetClass=classa Asset class of token, KYC shall be retrieved for |
Responses
Response samples
- 200
{- "kycData": {
- "elementReviews": {
- "id": "ddb8a64b-004f-4800-a166-af9d93ede5ae",
- "issuerId": "3611ab62-94a9-4782-890f-221a64518c83",
- "name": "Codefi demo template",
- "topSections": [
- {
- "key": "naturalPersonSection",
- "label": {
- "en": "Natural Person",
- "fr": "Personne physique"
}, - "sections": [
- {
- "key": "one",
- "label": {
- "en": "Part 1",
- "fr": "Partie 1"
}, - "elements": [
- {
- "name": "firstName_natural",
- "element": {
- "id": "46fbc854-0083-4219-b909-0be6b4d63b13",
- "tenantId": "MQp8....Fa5",
- "key": "firstName_natural",
- "type": "string",
- "status": "mandatory",
- "label": {
- "en": "First name",
- "fr": "Prénom"
}, - "placeholder": {
- "en": "Ex: John",
- "fr": "Ex: Francois"
}, - "inputs": [ ],
- "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}, - "elementInstance": {
- "id": "",
- "tenantId": "MQp8....Fa5",
- "elementKey": "firstName_natural",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "value": [
- "John"
], - "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}, - "relatedElements": [ ]
}
]
}
]
}
], - "data": { }
}, - "templateReview": {
- "id": "882f3058-2d42-4c0c-8987-ea586821af63",
- "tenantId": "MQp8....Fa5",
- "scope": "TEMPLATE",
- "objectId": "4fea9fd4-f01f-4b37-b530-3cc974801d1b",
- "sectionKey": "",
- "investorId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityType": "TOKEN",
- "entityId": "20fd8685-f09c-4cb1-ad49-038a89e4bfc8",
- "status": "REJECTED",
- "category": "PROFESSIONAL_CLIENTS",
- "riskProfile": "AGGRESSIVE",
- "comment": "Validity date is past, please re-submit this document",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}
}, - "kycValidations": {
- "elements": [
- true,
- "KYC validated at elements level"
], - "template": [
- true,
- "KYC validated at template level"
]
}, - "message": "KYC data (token-related) listed successfully for user 3611ab62-94a9-4782-890f-221a64518c83"
}
KYCEssentialDataController_retrieveTokenRelatedKycDataForReviewer
query Parameters
submitterId required | string Example: submitterId=3611ab62-94a9-4782-890f-221a64518c83 ID of user, KYC data shall be retrieved for |
tokenId required | string Example: tokenId=423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token, KYC data shall be retrieved for |
assetClass required | string Example: assetClass=classa Asset class of token, KYC shall be retrieved for |
Responses
Response samples
- 200
{- "kycData": {
- "elementReviews": {
- "id": "ddb8a64b-004f-4800-a166-af9d93ede5ae",
- "issuerId": "3611ab62-94a9-4782-890f-221a64518c83",
- "name": "Codefi demo template",
- "topSections": [
- {
- "key": "naturalPersonSection",
- "label": {
- "en": "Natural Person",
- "fr": "Personne physique"
}, - "sections": [
- {
- "key": "one",
- "label": {
- "en": "Part 1",
- "fr": "Partie 1"
}, - "elements": [
- {
- "name": "firstName_natural",
- "element": {
- "id": "46fbc854-0083-4219-b909-0be6b4d63b13",
- "tenantId": "MQp8....Fa5",
- "key": "firstName_natural",
- "type": "string",
- "status": "mandatory",
- "label": {
- "en": "First name",
- "fr": "Prénom"
}, - "placeholder": {
- "en": "Ex: John",
- "fr": "Ex: Francois"
}, - "inputs": [ ],
- "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}, - "elementInstance": {
- "id": "",
- "tenantId": "MQp8....Fa5",
- "elementKey": "firstName_natural",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "value": [
- "John"
], - "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}, - "relatedElements": [ ]
}
]
}
]
}
], - "data": { }
}, - "templateReview": {
- "id": "882f3058-2d42-4c0c-8987-ea586821af63",
- "tenantId": "MQp8....Fa5",
- "scope": "TEMPLATE",
- "objectId": "4fea9fd4-f01f-4b37-b530-3cc974801d1b",
- "sectionKey": "",
- "investorId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityType": "TOKEN",
- "entityId": "20fd8685-f09c-4cb1-ad49-038a89e4bfc8",
- "status": "REJECTED",
- "category": "PROFESSIONAL_CLIENTS",
- "riskProfile": "AGGRESSIVE",
- "comment": "Validity date is past, please re-submit this document",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}
}, - "kycValidations": {
- "elements": [
- true,
- "KYC validated at elements level"
], - "template": [
- true,
- "KYC validated at template level"
]
}, - "message": "KYC data (token-related) of user 3611ab62-94a9-4782-890f-221a64518c83 listed successfully for issuer 3611ab62-94a9-4782-890f-221a64518c83"
}
KYCEssentialDataController_retrieveTokenRelatedKycDataForVerifier
query Parameters
submitterId required | string Example: submitterId=3611ab62-94a9-4782-890f-221a64518c83 ID of user, KYC data shall be retrieved for |
tokenId required | string Example: tokenId=423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token, KYC data shall be retrieved for |
assetClass required | string Example: assetClass=classa Asset class of token, KYC shall be retrieved for |
Responses
Response samples
- 200
{- "kycData": {
- "elementReviews": {
- "id": "ddb8a64b-004f-4800-a166-af9d93ede5ae",
- "issuerId": "3611ab62-94a9-4782-890f-221a64518c83",
- "name": "Codefi demo template",
- "topSections": [
- {
- "key": "naturalPersonSection",
- "label": {
- "en": "Natural Person",
- "fr": "Personne physique"
}, - "sections": [
- {
- "key": "one",
- "label": {
- "en": "Part 1",
- "fr": "Partie 1"
}, - "elements": [
- {
- "name": "firstName_natural",
- "element": {
- "id": "46fbc854-0083-4219-b909-0be6b4d63b13",
- "tenantId": "MQp8....Fa5",
- "key": "firstName_natural",
- "type": "string",
- "status": "mandatory",
- "label": {
- "en": "First name",
- "fr": "Prénom"
}, - "placeholder": {
- "en": "Ex: John",
- "fr": "Ex: Francois"
}, - "inputs": [ ],
- "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}, - "elementInstance": {
- "id": "",
- "tenantId": "MQp8....Fa5",
- "elementKey": "firstName_natural",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "value": [
- "John"
], - "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}, - "relatedElements": [ ]
}
]
}
]
}
], - "data": { }
}, - "templateReview": {
- "id": "882f3058-2d42-4c0c-8987-ea586821af63",
- "tenantId": "MQp8....Fa5",
- "scope": "TEMPLATE",
- "objectId": "4fea9fd4-f01f-4b37-b530-3cc974801d1b",
- "sectionKey": "",
- "investorId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityType": "TOKEN",
- "entityId": "20fd8685-f09c-4cb1-ad49-038a89e4bfc8",
- "status": "REJECTED",
- "category": "PROFESSIONAL_CLIENTS",
- "riskProfile": "AGGRESSIVE",
- "comment": "Validity date is past, please re-submit this document",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}
}, - "kycValidations": {
- "elements": [
- true,
- "KYC validated at elements level"
], - "template": [
- true,
- "KYC validated at template level"
]
}, - "message": "KYC data (token-related) of user 3611ab62-94a9-4782-890f-221a64518c83 listed successfully for issuer 3611ab62-94a9-4782-890f-221a64518c83"
}
KYCEssentialDataController_retrieveTokenRelatedKycDataForUnderwriter
query Parameters
submitterId required | string Example: submitterId=3611ab62-94a9-4782-890f-221a64518c83 ID of user, KYC data shall be retrieved for |
tokenId required | string Example: tokenId=423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token, KYC data shall be retrieved for |
assetClass required | string Example: assetClass=classa Asset class of token, KYC shall be retrieved for |
Responses
Response samples
- 200
{- "kycData": {
- "elementReviews": {
- "id": "ddb8a64b-004f-4800-a166-af9d93ede5ae",
- "issuerId": "3611ab62-94a9-4782-890f-221a64518c83",
- "name": "Codefi demo template",
- "topSections": [
- {
- "key": "naturalPersonSection",
- "label": {
- "en": "Natural Person",
- "fr": "Personne physique"
}, - "sections": [
- {
- "key": "one",
- "label": {
- "en": "Part 1",
- "fr": "Partie 1"
}, - "elements": [
- {
- "name": "firstName_natural",
- "element": {
- "id": "46fbc854-0083-4219-b909-0be6b4d63b13",
- "tenantId": "MQp8....Fa5",
- "key": "firstName_natural",
- "type": "string",
- "status": "mandatory",
- "label": {
- "en": "First name",
- "fr": "Prénom"
}, - "placeholder": {
- "en": "Ex: John",
- "fr": "Ex: Francois"
}, - "inputs": [ ],
- "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}, - "elementInstance": {
- "id": "",
- "tenantId": "MQp8....Fa5",
- "elementKey": "firstName_natural",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "value": [
- "John"
], - "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}, - "relatedElements": [ ]
}
]
}
]
}
], - "data": { }
}, - "templateReview": {
- "id": "882f3058-2d42-4c0c-8987-ea586821af63",
- "tenantId": "MQp8....Fa5",
- "scope": "TEMPLATE",
- "objectId": "4fea9fd4-f01f-4b37-b530-3cc974801d1b",
- "sectionKey": "",
- "investorId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityType": "TOKEN",
- "entityId": "20fd8685-f09c-4cb1-ad49-038a89e4bfc8",
- "status": "REJECTED",
- "category": "PROFESSIONAL_CLIENTS",
- "riskProfile": "AGGRESSIVE",
- "comment": "Validity date is past, please re-submit this document",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}
}, - "kycValidations": {
- "elements": [
- true,
- "KYC validated at elements level"
], - "template": [
- true,
- "KYC validated at template level"
]
}, - "message": "KYC data (token-related) of user 3611ab62-94a9-4782-890f-221a64518c83 listed successfully for issuer 3611ab62-94a9-4782-890f-221a64518c83"
}
KYCEssentialDataController_retrieveTokenRelatedKycDataForBroker
query Parameters
submitterId required | string Example: submitterId=3611ab62-94a9-4782-890f-221a64518c83 ID of user, KYC data shall be retrieved for |
tokenId required | string Example: tokenId=423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token, KYC data shall be retrieved for |
assetClass required | string Example: assetClass=classa Asset class of token, KYC shall be retrieved for |
Responses
Response samples
- 200
{- "kycData": {
- "elementReviews": {
- "id": "ddb8a64b-004f-4800-a166-af9d93ede5ae",
- "issuerId": "3611ab62-94a9-4782-890f-221a64518c83",
- "name": "Codefi demo template",
- "topSections": [
- {
- "key": "naturalPersonSection",
- "label": {
- "en": "Natural Person",
- "fr": "Personne physique"
}, - "sections": [
- {
- "key": "one",
- "label": {
- "en": "Part 1",
- "fr": "Partie 1"
}, - "elements": [
- {
- "name": "firstName_natural",
- "element": {
- "id": "46fbc854-0083-4219-b909-0be6b4d63b13",
- "tenantId": "MQp8....Fa5",
- "key": "firstName_natural",
- "type": "string",
- "status": "mandatory",
- "label": {
- "en": "First name",
- "fr": "Prénom"
}, - "placeholder": {
- "en": "Ex: John",
- "fr": "Ex: Francois"
}, - "inputs": [ ],
- "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}, - "elementInstance": {
- "id": "",
- "tenantId": "MQp8....Fa5",
- "elementKey": "firstName_natural",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "value": [
- "John"
], - "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}, - "relatedElements": [ ]
}
]
}
]
}
], - "data": { }
}, - "templateReview": {
- "id": "882f3058-2d42-4c0c-8987-ea586821af63",
- "tenantId": "MQp8....Fa5",
- "scope": "TEMPLATE",
- "objectId": "4fea9fd4-f01f-4b37-b530-3cc974801d1b",
- "sectionKey": "",
- "investorId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityType": "TOKEN",
- "entityId": "20fd8685-f09c-4cb1-ad49-038a89e4bfc8",
- "status": "REJECTED",
- "category": "PROFESSIONAL_CLIENTS",
- "riskProfile": "AGGRESSIVE",
- "comment": "Validity date is past, please re-submit this document",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}
}, - "kycValidations": {
- "elements": [
- true,
- "KYC validated at elements level"
], - "template": [
- true,
- "KYC validated at template level"
]
}, - "message": "KYC data (token-related) of user 3611ab62-94a9-4782-890f-221a64518c83 listed successfully for issuer 3611ab62-94a9-4782-890f-221a64518c83"
}
KYCEssentialDataController_deleteTokenRelatedKycDataForSubmitter
query Parameters
submitterId required | string Example: submitterId=3611ab62-94a9-4782-890f-221a64518c83 ID of the user, KYC data shall be deleted from |
tokenId required | string Example: tokenId=423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of the token, KYC data shall be deleted from |
assetClass required | string Example: assetClass=classa Asset class of token, KYC shall be deleted for |
Responses
Response samples
- 200
{- "deletedElementInstances": [
- "2bc607b7-a46e-45e4-a74c-4a559bd89c81",
- "852a27de-5949-4de1-a782-1bce5a368135"
], - "deletedElementReviews": [
- "d9558f63-4457-4393-9785-45bbda8e5c6c",
- "2fc73d9d-186d-496c-843c-3c7a13d3dc23"
], - "deletedTemplateReviews": [
- "5056f94d-e080-4ef2-ac46-9ec5b450bce7"
], - "message": "KYC data, related to platform, successfully deleted for user 3611ab62-94a9-4782-890f-221a64518c83"
}
KYCEssentialDataController_retrieveIssuerRelatedKycDataForSubmitter
query Parameters
issuerId required | string Example: issuerId=423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of issuer, KYC data shall be retrieved for |
Responses
Response samples
- 200
{- "kycData": {
- "elementReviews": {
- "id": "ddb8a64b-004f-4800-a166-af9d93ede5ae",
- "issuerId": "3611ab62-94a9-4782-890f-221a64518c83",
- "name": "Codefi demo template",
- "topSections": [
- {
- "key": "naturalPersonSection",
- "label": {
- "en": "Natural Person",
- "fr": "Personne physique"
}, - "sections": [
- {
- "key": "one",
- "label": {
- "en": "Part 1",
- "fr": "Partie 1"
}, - "elements": [
- {
- "name": "firstName_natural",
- "element": {
- "id": "46fbc854-0083-4219-b909-0be6b4d63b13",
- "tenantId": "MQp8....Fa5",
- "key": "firstName_natural",
- "type": "string",
- "status": "mandatory",
- "label": {
- "en": "First name",
- "fr": "Prénom"
}, - "placeholder": {
- "en": "Ex: John",
- "fr": "Ex: Francois"
}, - "inputs": [ ],
- "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}, - "elementInstance": {
- "id": "",
- "tenantId": "MQp8....Fa5",
- "elementKey": "firstName_natural",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "value": [
- "John"
], - "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}, - "relatedElements": [ ]
}
]
}
]
}
], - "data": { }
}, - "templateReview": {
- "id": "882f3058-2d42-4c0c-8987-ea586821af63",
- "tenantId": "MQp8....Fa5",
- "scope": "TEMPLATE",
- "objectId": "4fea9fd4-f01f-4b37-b530-3cc974801d1b",
- "sectionKey": "",
- "investorId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityType": "TOKEN",
- "entityId": "20fd8685-f09c-4cb1-ad49-038a89e4bfc8",
- "status": "REJECTED",
- "category": "PROFESSIONAL_CLIENTS",
- "riskProfile": "AGGRESSIVE",
- "comment": "Validity date is past, please re-submit this document",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}
}, - "kycValidations": {
- "elements": [
- true,
- "KYC validated at elements level"
], - "template": [
- true,
- "KYC validated at template level"
]
}, - "message": "KYC data (issuer-related) listed successfully for user 3611ab62-94a9-4782-890f-221a64518c83"
}
KYCEssentialDataController_retrieveIssuerRelatedKycDataForReviewer
query Parameters
submitterId required | string Example: submitterId=3611ab62-94a9-4782-890f-221a64518c83 ID of user, KYC data shall be retrieved for |
Responses
Response samples
- 200
{- "kycData": {
- "elementReviews": {
- "id": "ddb8a64b-004f-4800-a166-af9d93ede5ae",
- "issuerId": "3611ab62-94a9-4782-890f-221a64518c83",
- "name": "Codefi demo template",
- "topSections": [
- {
- "key": "naturalPersonSection",
- "label": {
- "en": "Natural Person",
- "fr": "Personne physique"
}, - "sections": [
- {
- "key": "one",
- "label": {
- "en": "Part 1",
- "fr": "Partie 1"
}, - "elements": [
- {
- "name": "firstName_natural",
- "element": {
- "id": "46fbc854-0083-4219-b909-0be6b4d63b13",
- "tenantId": "MQp8....Fa5",
- "key": "firstName_natural",
- "type": "string",
- "status": "mandatory",
- "label": {
- "en": "First name",
- "fr": "Prénom"
}, - "placeholder": {
- "en": "Ex: John",
- "fr": "Ex: Francois"
}, - "inputs": [ ],
- "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}, - "elementInstance": {
- "id": "",
- "tenantId": "MQp8....Fa5",
- "elementKey": "firstName_natural",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "value": [
- "John"
], - "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}, - "relatedElements": [ ]
}
]
}
]
}
], - "data": { }
}, - "templateReview": {
- "id": "882f3058-2d42-4c0c-8987-ea586821af63",
- "tenantId": "MQp8....Fa5",
- "scope": "TEMPLATE",
- "objectId": "4fea9fd4-f01f-4b37-b530-3cc974801d1b",
- "sectionKey": "",
- "investorId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityType": "TOKEN",
- "entityId": "20fd8685-f09c-4cb1-ad49-038a89e4bfc8",
- "status": "REJECTED",
- "category": "PROFESSIONAL_CLIENTS",
- "riskProfile": "AGGRESSIVE",
- "comment": "Validity date is past, please re-submit this document",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}
}, - "kycValidations": {
- "elements": [
- true,
- "KYC validated at elements level"
], - "template": [
- true,
- "KYC validated at template level"
]
}, - "message": "KYC data (issuer-related) of user 3611ab62-94a9-4782-890f-221a64518c83 listed successfully for issuer 3611ab62-94a9-4782-890f-221a64518c83"
}
KYCEssentialDataController_retrieveIssuerRelatedKycDataForVerifier
query Parameters
submitterId required | string Example: submitterId=3611ab62-94a9-4782-890f-221a64518c83 ID of user, KYC data shall be retrieved for |
issuerId required | string Example: issuerId=3611ab62-94a9-4782-890f-221a64518c83 ID of issuer, KYC applies to |
Responses
Response samples
- 200
{- "kycData": {
- "elementReviews": {
- "id": "ddb8a64b-004f-4800-a166-af9d93ede5ae",
- "issuerId": "3611ab62-94a9-4782-890f-221a64518c83",
- "name": "Codefi demo template",
- "topSections": [
- {
- "key": "naturalPersonSection",
- "label": {
- "en": "Natural Person",
- "fr": "Personne physique"
}, - "sections": [
- {
- "key": "one",
- "label": {
- "en": "Part 1",
- "fr": "Partie 1"
}, - "elements": [
- {
- "name": "firstName_natural",
- "element": {
- "id": "46fbc854-0083-4219-b909-0be6b4d63b13",
- "tenantId": "MQp8....Fa5",
- "key": "firstName_natural",
- "type": "string",
- "status": "mandatory",
- "label": {
- "en": "First name",
- "fr": "Prénom"
}, - "placeholder": {
- "en": "Ex: John",
- "fr": "Ex: Francois"
}, - "inputs": [ ],
- "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}, - "elementInstance": {
- "id": "",
- "tenantId": "MQp8....Fa5",
- "elementKey": "firstName_natural",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "value": [
- "John"
], - "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}, - "relatedElements": [ ]
}
]
}
]
}
], - "data": { }
}, - "templateReview": {
- "id": "882f3058-2d42-4c0c-8987-ea586821af63",
- "tenantId": "MQp8....Fa5",
- "scope": "TEMPLATE",
- "objectId": "4fea9fd4-f01f-4b37-b530-3cc974801d1b",
- "sectionKey": "",
- "investorId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityType": "TOKEN",
- "entityId": "20fd8685-f09c-4cb1-ad49-038a89e4bfc8",
- "status": "REJECTED",
- "category": "PROFESSIONAL_CLIENTS",
- "riskProfile": "AGGRESSIVE",
- "comment": "Validity date is past, please re-submit this document",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}
}, - "kycValidations": {
- "elements": [
- true,
- "KYC validated at elements level"
], - "template": [
- true,
- "KYC validated at template level"
]
}, - "message": "KYC data (issuer-related) of user 3611ab62-94a9-4782-890f-221a64518c83 listed successfully for issuer 3611ab62-94a9-4782-890f-221a64518c83"
}
KYCEssentialDataController_retrieveIssuerRelatedKycDataForUnderwriter
query Parameters
submitterId required | string Example: submitterId=3611ab62-94a9-4782-890f-221a64518c83 ID of user, KYC data shall be retrieved for |
issuerId required | string Example: issuerId=3611ab62-94a9-4782-890f-221a64518c83 ID of issuer, KYC applies to |
Responses
Response samples
- 200
{- "kycData": {
- "elementReviews": {
- "id": "ddb8a64b-004f-4800-a166-af9d93ede5ae",
- "issuerId": "3611ab62-94a9-4782-890f-221a64518c83",
- "name": "Codefi demo template",
- "topSections": [
- {
- "key": "naturalPersonSection",
- "label": {
- "en": "Natural Person",
- "fr": "Personne physique"
}, - "sections": [
- {
- "key": "one",
- "label": {
- "en": "Part 1",
- "fr": "Partie 1"
}, - "elements": [
- {
- "name": "firstName_natural",
- "element": {
- "id": "46fbc854-0083-4219-b909-0be6b4d63b13",
- "tenantId": "MQp8....Fa5",
- "key": "firstName_natural",
- "type": "string",
- "status": "mandatory",
- "label": {
- "en": "First name",
- "fr": "Prénom"
}, - "placeholder": {
- "en": "Ex: John",
- "fr": "Ex: Francois"
}, - "inputs": [ ],
- "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}, - "elementInstance": {
- "id": "",
- "tenantId": "MQp8....Fa5",
- "elementKey": "firstName_natural",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "value": [
- "John"
], - "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}, - "relatedElements": [ ]
}
]
}
]
}
], - "data": { }
}, - "templateReview": {
- "id": "882f3058-2d42-4c0c-8987-ea586821af63",
- "tenantId": "MQp8....Fa5",
- "scope": "TEMPLATE",
- "objectId": "4fea9fd4-f01f-4b37-b530-3cc974801d1b",
- "sectionKey": "",
- "investorId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityType": "TOKEN",
- "entityId": "20fd8685-f09c-4cb1-ad49-038a89e4bfc8",
- "status": "REJECTED",
- "category": "PROFESSIONAL_CLIENTS",
- "riskProfile": "AGGRESSIVE",
- "comment": "Validity date is past, please re-submit this document",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}
}, - "kycValidations": {
- "elements": [
- true,
- "KYC validated at elements level"
], - "template": [
- true,
- "KYC validated at template level"
]
}, - "message": "KYC data (issuer-related) of user 3611ab62-94a9-4782-890f-221a64518c83 listed successfully for issuer 3611ab62-94a9-4782-890f-221a64518c83"
}
KYCEssentialDataController_retrieveIssuerRelatedKycDataForBroker
query Parameters
submitterId required | string Example: submitterId=3611ab62-94a9-4782-890f-221a64518c83 ID of user, KYC data shall be retrieved for |
issuerId required | string Example: issuerId=3611ab62-94a9-4782-890f-221a64518c83 ID of issuer, KYC applies to |
Responses
Response samples
- 200
{- "kycData": {
- "elementReviews": {
- "id": "ddb8a64b-004f-4800-a166-af9d93ede5ae",
- "issuerId": "3611ab62-94a9-4782-890f-221a64518c83",
- "name": "Codefi demo template",
- "topSections": [
- {
- "key": "naturalPersonSection",
- "label": {
- "en": "Natural Person",
- "fr": "Personne physique"
}, - "sections": [
- {
- "key": "one",
- "label": {
- "en": "Part 1",
- "fr": "Partie 1"
}, - "elements": [
- {
- "name": "firstName_natural",
- "element": {
- "id": "46fbc854-0083-4219-b909-0be6b4d63b13",
- "tenantId": "MQp8....Fa5",
- "key": "firstName_natural",
- "type": "string",
- "status": "mandatory",
- "label": {
- "en": "First name",
- "fr": "Prénom"
}, - "placeholder": {
- "en": "Ex: John",
- "fr": "Ex: Francois"
}, - "inputs": [ ],
- "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}, - "elementInstance": {
- "id": "",
- "tenantId": "MQp8....Fa5",
- "elementKey": "firstName_natural",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "value": [
- "John"
], - "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}, - "relatedElements": [ ]
}
]
}
]
}
], - "data": { }
}, - "templateReview": {
- "id": "882f3058-2d42-4c0c-8987-ea586821af63",
- "tenantId": "MQp8....Fa5",
- "scope": "TEMPLATE",
- "objectId": "4fea9fd4-f01f-4b37-b530-3cc974801d1b",
- "sectionKey": "",
- "investorId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityType": "TOKEN",
- "entityId": "20fd8685-f09c-4cb1-ad49-038a89e4bfc8",
- "status": "REJECTED",
- "category": "PROFESSIONAL_CLIENTS",
- "riskProfile": "AGGRESSIVE",
- "comment": "Validity date is past, please re-submit this document",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}
}, - "kycValidations": {
- "elements": [
- true,
- "KYC validated at elements level"
], - "template": [
- true,
- "KYC validated at template level"
]
}, - "message": "KYC data (issuer-related) of user 3611ab62-94a9-4782-890f-221a64518c83 listed successfully for issuer 3611ab62-94a9-4782-890f-221a64518c83"
}
KYCEssentialDataController_deleteIssuerRelatedKycDataForSubmitter
query Parameters
submitterId required | string Example: submitterId=3611ab62-94a9-4782-890f-221a64518c83 ID of the user, KYC data shall be deleted from |
issuerId required | string Example: issuerId=3611ab62-94a9-4782-890f-221a64518c83 ID of the issuer, KYC data shall be deleted from |
Responses
Response samples
- 200
{- "deletedElementInstances": [
- "2bc607b7-a46e-45e4-a74c-4a559bd89c81",
- "852a27de-5949-4de1-a782-1bce5a368135"
], - "deletedElementReviews": [
- "d9558f63-4457-4393-9785-45bbda8e5c6c",
- "2fc73d9d-186d-496c-843c-3c7a13d3dc23"
], - "deletedTemplateReviews": [
- "5056f94d-e080-4ef2-ac46-9ec5b450bce7"
], - "message": "KYC data, related to platform, successfully deleted for user 3611ab62-94a9-4782-890f-221a64518c83"
}
KYCEssentialDataController_retrieveProjectRelatedKycDataForSubmitter
query Parameters
projectId required | string Example: projectId=d4192b60-79b5-429c-9160-e862b5a3e370 ID of project, KYC data shall be retrieved for |
Responses
Response samples
- 200
{- "kycData": {
- "elementReviews": {
- "id": "ddb8a64b-004f-4800-a166-af9d93ede5ae",
- "issuerId": "3611ab62-94a9-4782-890f-221a64518c83",
- "name": "Codefi demo template",
- "topSections": [
- {
- "key": "naturalPersonSection",
- "label": {
- "en": "Natural Person",
- "fr": "Personne physique"
}, - "sections": [
- {
- "key": "one",
- "label": {
- "en": "Part 1",
- "fr": "Partie 1"
}, - "elements": [
- {
- "name": "firstName_natural",
- "element": {
- "id": "46fbc854-0083-4219-b909-0be6b4d63b13",
- "tenantId": "MQp8....Fa5",
- "key": "firstName_natural",
- "type": "string",
- "status": "mandatory",
- "label": {
- "en": "First name",
- "fr": "Prénom"
}, - "placeholder": {
- "en": "Ex: John",
- "fr": "Ex: Francois"
}, - "inputs": [ ],
- "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}, - "elementInstance": {
- "id": "",
- "tenantId": "MQp8....Fa5",
- "elementKey": "firstName_natural",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "value": [
- "John"
], - "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}, - "relatedElements": [ ]
}
]
}
]
}
], - "data": { }
}, - "templateReview": {
- "id": "882f3058-2d42-4c0c-8987-ea586821af63",
- "tenantId": "MQp8....Fa5",
- "scope": "TEMPLATE",
- "objectId": "4fea9fd4-f01f-4b37-b530-3cc974801d1b",
- "sectionKey": "",
- "investorId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityType": "TOKEN",
- "entityId": "20fd8685-f09c-4cb1-ad49-038a89e4bfc8",
- "status": "REJECTED",
- "category": "PROFESSIONAL_CLIENTS",
- "riskProfile": "AGGRESSIVE",
- "comment": "Validity date is past, please re-submit this document",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}
}, - "kycValidations": {
- "elements": [
- true,
- "KYC validated at elements level"
], - "template": [
- true,
- "KYC validated at template level"
]
}, - "message": "KYC data (project-related) listed successfully for user 3611ab62-94a9-4782-890f-221a64518c83"
}
KYCEssentialDataController_retrieveProjectRelatedKycDataForReviewer
query Parameters
submitterId required | string Example: submitterId=3611ab62-94a9-4782-890f-221a64518c83 ID of user, KYC data shall be retrieved for |
projectId required | string Example: projectId=d4192b60-79b5-429c-9160-e862b5a3e370 ID of project, KYC data shall be retrieved for |
Responses
Response samples
- 200
{- "kycData": {
- "elementReviews": {
- "id": "ddb8a64b-004f-4800-a166-af9d93ede5ae",
- "issuerId": "3611ab62-94a9-4782-890f-221a64518c83",
- "name": "Codefi demo template",
- "topSections": [
- {
- "key": "naturalPersonSection",
- "label": {
- "en": "Natural Person",
- "fr": "Personne physique"
}, - "sections": [
- {
- "key": "one",
- "label": {
- "en": "Part 1",
- "fr": "Partie 1"
}, - "elements": [
- {
- "name": "firstName_natural",
- "element": {
- "id": "46fbc854-0083-4219-b909-0be6b4d63b13",
- "tenantId": "MQp8....Fa5",
- "key": "firstName_natural",
- "type": "string",
- "status": "mandatory",
- "label": {
- "en": "First name",
- "fr": "Prénom"
}, - "placeholder": {
- "en": "Ex: John",
- "fr": "Ex: Francois"
}, - "inputs": [ ],
- "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}, - "elementInstance": {
- "id": "",
- "tenantId": "MQp8....Fa5",
- "elementKey": "firstName_natural",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "value": [
- "John"
], - "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}, - "relatedElements": [ ]
}
]
}
]
}
], - "data": { }
}, - "templateReview": {
- "id": "882f3058-2d42-4c0c-8987-ea586821af63",
- "tenantId": "MQp8....Fa5",
- "scope": "TEMPLATE",
- "objectId": "4fea9fd4-f01f-4b37-b530-3cc974801d1b",
- "sectionKey": "",
- "investorId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityType": "TOKEN",
- "entityId": "20fd8685-f09c-4cb1-ad49-038a89e4bfc8",
- "status": "REJECTED",
- "category": "PROFESSIONAL_CLIENTS",
- "riskProfile": "AGGRESSIVE",
- "comment": "Validity date is past, please re-submit this document",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}
}, - "kycValidations": {
- "elements": [
- true,
- "KYC validated at elements level"
], - "template": [
- true,
- "KYC validated at template level"
]
}, - "message": "KYC data (project-related) of user 3611ab62-94a9-4782-890f-221a64518c83 listed successfully for issuer 3611ab62-94a9-4782-890f-221a64518c83"
}
KYCEssentialDataController_retrieveProjectRelatedKycDataForVerifier
query Parameters
submitterId required | string Example: submitterId=3611ab62-94a9-4782-890f-221a64518c83 ID of user, KYC data shall be retrieved for |
projectId required | string Example: projectId=d4192b60-79b5-429c-9160-e862b5a3e370 ID of project, KYC data shall be retrieved for |
Responses
Response samples
- 200
{- "kycData": {
- "elementReviews": {
- "id": "ddb8a64b-004f-4800-a166-af9d93ede5ae",
- "issuerId": "3611ab62-94a9-4782-890f-221a64518c83",
- "name": "Codefi demo template",
- "topSections": [
- {
- "key": "naturalPersonSection",
- "label": {
- "en": "Natural Person",
- "fr": "Personne physique"
}, - "sections": [
- {
- "key": "one",
- "label": {
- "en": "Part 1",
- "fr": "Partie 1"
}, - "elements": [
- {
- "name": "firstName_natural",
- "element": {
- "id": "46fbc854-0083-4219-b909-0be6b4d63b13",
- "tenantId": "MQp8....Fa5",
- "key": "firstName_natural",
- "type": "string",
- "status": "mandatory",
- "label": {
- "en": "First name",
- "fr": "Prénom"
}, - "placeholder": {
- "en": "Ex: John",
- "fr": "Ex: Francois"
}, - "inputs": [ ],
- "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}, - "elementInstance": {
- "id": "",
- "tenantId": "MQp8....Fa5",
- "elementKey": "firstName_natural",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "value": [
- "John"
], - "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}, - "relatedElements": [ ]
}
]
}
]
}
], - "data": { }
}, - "templateReview": {
- "id": "882f3058-2d42-4c0c-8987-ea586821af63",
- "tenantId": "MQp8....Fa5",
- "scope": "TEMPLATE",
- "objectId": "4fea9fd4-f01f-4b37-b530-3cc974801d1b",
- "sectionKey": "",
- "investorId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityType": "TOKEN",
- "entityId": "20fd8685-f09c-4cb1-ad49-038a89e4bfc8",
- "status": "REJECTED",
- "category": "PROFESSIONAL_CLIENTS",
- "riskProfile": "AGGRESSIVE",
- "comment": "Validity date is past, please re-submit this document",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}
}, - "kycValidations": {
- "elements": [
- true,
- "KYC validated at elements level"
], - "template": [
- true,
- "KYC validated at template level"
]
}, - "message": "KYC data (project-related) of user 3611ab62-94a9-4782-890f-221a64518c83 listed successfully for issuer 3611ab62-94a9-4782-890f-221a64518c83"
}
KYCEssentialDataController_deleteProjectRelatedKycDataForSubmitter
query Parameters
submitterId required | string Example: submitterId=3611ab62-94a9-4782-890f-221a64518c83 ID of the user, KYC data shall be deleted from |
projectId required | string Example: projectId=d4192b60-79b5-429c-9160-e862b5a3e370 ID of the project, KYC data shall be deleted from |
Responses
Response samples
- 200
{- "deletedElementInstances": [
- "2bc607b7-a46e-45e4-a74c-4a559bd89c81",
- "852a27de-5949-4de1-a782-1bce5a368135"
], - "deletedElementReviews": [
- "d9558f63-4457-4393-9785-45bbda8e5c6c",
- "2fc73d9d-186d-496c-843c-3c7a13d3dc23"
], - "deletedTemplateReviews": [
- "5056f94d-e080-4ef2-ac46-9ec5b450bce7"
], - "message": "KYC data, related to platform, successfully deleted for user 3611ab62-94a9-4782-890f-221a64518c83"
}
Response samples
- 200
{- "kycData": {
- "elementReviews": {
- "id": "ddb8a64b-004f-4800-a166-af9d93ede5ae",
- "issuerId": "3611ab62-94a9-4782-890f-221a64518c83",
- "name": "Codefi demo template",
- "topSections": [
- {
- "key": "naturalPersonSection",
- "label": {
- "en": "Natural Person",
- "fr": "Personne physique"
}, - "sections": [
- {
- "key": "one",
- "label": {
- "en": "Part 1",
- "fr": "Partie 1"
}, - "elements": [
- {
- "name": "firstName_natural",
- "element": {
- "id": "46fbc854-0083-4219-b909-0be6b4d63b13",
- "tenantId": "MQp8....Fa5",
- "key": "firstName_natural",
- "type": "string",
- "status": "mandatory",
- "label": {
- "en": "First name",
- "fr": "Prénom"
}, - "placeholder": {
- "en": "Ex: John",
- "fr": "Ex: Francois"
}, - "inputs": [ ],
- "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}, - "elementInstance": {
- "id": "",
- "tenantId": "MQp8....Fa5",
- "elementKey": "firstName_natural",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "value": [
- "John"
], - "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}, - "relatedElements": [ ]
}
]
}
]
}
], - "data": { }
}, - "templateReview": {
- "id": "882f3058-2d42-4c0c-8987-ea586821af63",
- "tenantId": "MQp8....Fa5",
- "scope": "TEMPLATE",
- "objectId": "4fea9fd4-f01f-4b37-b530-3cc974801d1b",
- "sectionKey": "",
- "investorId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityType": "TOKEN",
- "entityId": "20fd8685-f09c-4cb1-ad49-038a89e4bfc8",
- "status": "REJECTED",
- "category": "PROFESSIONAL_CLIENTS",
- "riskProfile": "AGGRESSIVE",
- "comment": "Validity date is past, please re-submit this document",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}
}, - "kycValidations": {
- "elements": [
- true,
- "KYC validated at elements level"
], - "template": [
- true,
- "KYC validated at template level"
]
}, - "message": "KYC data (platform-related) listed successfully for submitter 3611ab62-94a9-4782-890f-221a64518c83"
}
KYCEssentialDataController_retrievePlatformRelatedKycDataForReviewer
query Parameters
submitterId required | string Example: submitterId=3611ab62-94a9-4782-890f-221a64518c83 ID of user, KYC data shall be retrieved for |
Responses
Response samples
- 200
{- "kycData": {
- "elementReviews": {
- "id": "ddb8a64b-004f-4800-a166-af9d93ede5ae",
- "issuerId": "3611ab62-94a9-4782-890f-221a64518c83",
- "name": "Codefi demo template",
- "topSections": [
- {
- "key": "naturalPersonSection",
- "label": {
- "en": "Natural Person",
- "fr": "Personne physique"
}, - "sections": [
- {
- "key": "one",
- "label": {
- "en": "Part 1",
- "fr": "Partie 1"
}, - "elements": [
- {
- "name": "firstName_natural",
- "element": {
- "id": "46fbc854-0083-4219-b909-0be6b4d63b13",
- "tenantId": "MQp8....Fa5",
- "key": "firstName_natural",
- "type": "string",
- "status": "mandatory",
- "label": {
- "en": "First name",
- "fr": "Prénom"
}, - "placeholder": {
- "en": "Ex: John",
- "fr": "Ex: Francois"
}, - "inputs": [ ],
- "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}, - "elementInstance": {
- "id": "",
- "tenantId": "MQp8....Fa5",
- "elementKey": "firstName_natural",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "value": [
- "John"
], - "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}, - "relatedElements": [ ]
}
]
}
]
}
], - "data": { }
}, - "templateReview": {
- "id": "882f3058-2d42-4c0c-8987-ea586821af63",
- "tenantId": "MQp8....Fa5",
- "scope": "TEMPLATE",
- "objectId": "4fea9fd4-f01f-4b37-b530-3cc974801d1b",
- "sectionKey": "",
- "investorId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityType": "TOKEN",
- "entityId": "20fd8685-f09c-4cb1-ad49-038a89e4bfc8",
- "status": "REJECTED",
- "category": "PROFESSIONAL_CLIENTS",
- "riskProfile": "AGGRESSIVE",
- "comment": "Validity date is past, please re-submit this document",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}
}, - "kycValidations": {
- "elements": [
- true,
- "KYC validated at elements level"
], - "template": [
- true,
- "KYC validated at template level"
]
}, - "message": "KYC data (platform-related) of submitter with ID 3611ab62-94a9-4782-890f-221a64518c83 listed successfully for admin 3611ab62-94a9-4782-890f-221a64518c83"
}
KYCEssentialDataController_retrievePlatformRelatedKycDataForVerifier
query Parameters
submitterId required | string Example: submitterId=3611ab62-94a9-4782-890f-221a64518c83 ID of user, KYC data shall be retrieved for |
Responses
Response samples
- 200
{- "kycData": {
- "elementReviews": {
- "id": "ddb8a64b-004f-4800-a166-af9d93ede5ae",
- "issuerId": "3611ab62-94a9-4782-890f-221a64518c83",
- "name": "Codefi demo template",
- "topSections": [
- {
- "key": "naturalPersonSection",
- "label": {
- "en": "Natural Person",
- "fr": "Personne physique"
}, - "sections": [
- {
- "key": "one",
- "label": {
- "en": "Part 1",
- "fr": "Partie 1"
}, - "elements": [
- {
- "name": "firstName_natural",
- "element": {
- "id": "46fbc854-0083-4219-b909-0be6b4d63b13",
- "tenantId": "MQp8....Fa5",
- "key": "firstName_natural",
- "type": "string",
- "status": "mandatory",
- "label": {
- "en": "First name",
- "fr": "Prénom"
}, - "placeholder": {
- "en": "Ex: John",
- "fr": "Ex: Francois"
}, - "inputs": [ ],
- "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}, - "elementInstance": {
- "id": "",
- "tenantId": "MQp8....Fa5",
- "elementKey": "firstName_natural",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "value": [
- "John"
], - "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}, - "relatedElements": [ ]
}
]
}
]
}
], - "data": { }
}, - "templateReview": {
- "id": "882f3058-2d42-4c0c-8987-ea586821af63",
- "tenantId": "MQp8....Fa5",
- "scope": "TEMPLATE",
- "objectId": "4fea9fd4-f01f-4b37-b530-3cc974801d1b",
- "sectionKey": "",
- "investorId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityType": "TOKEN",
- "entityId": "20fd8685-f09c-4cb1-ad49-038a89e4bfc8",
- "status": "REJECTED",
- "category": "PROFESSIONAL_CLIENTS",
- "riskProfile": "AGGRESSIVE",
- "comment": "Validity date is past, please re-submit this document",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}
}, - "kycValidations": {
- "elements": [
- true,
- "KYC validated at elements level"
], - "template": [
- true,
- "KYC validated at template level"
]
}, - "message": "KYC data (platform-related) of submitter with ID 3611ab62-94a9-4782-890f-221a64518c83 listed successfully for admin 3611ab62-94a9-4782-890f-221a64518c83"
}
KYCEssentialDataController_deletePlatformRelatedKycDataForSubmitter
query Parameters
submitterId required | string Example: submitterId=3611ab62-94a9-4782-890f-221a64518c83 ID of user, KYC data shall be deleted from |
Responses
Response samples
- 200
{- "deletedElementInstances": [
- "2bc607b7-a46e-45e4-a74c-4a559bd89c81",
- "852a27de-5949-4de1-a782-1bce5a368135"
], - "deletedElementReviews": [
- "d9558f63-4457-4393-9785-45bbda8e5c6c",
- "2fc73d9d-186d-496c-843c-3c7a13d3dc23"
], - "deletedTemplateReviews": [
- "5056f94d-e080-4ef2-ac46-9ec5b450bce7"
], - "message": "KYC data, related to platform, successfully deleted for user 3611ab62-94a9-4782-890f-221a64518c83"
}
EmailController_sendInvitationEmail
Request Body schema: application/json
recipientId required | string ID of user, whom invitation email shall be sent to |
tenantId required | string Tenant of user, whom invitation email shall be sent to |
email required | string Email of user, whom invitation email shall be sent to (only used if user's ID is not specified) |
tenantName required | string Tenant name, that will be displayed in the invitation email |
Responses
Request samples
- Payload
{- "recipientId": "3611ab62-94a9-4782-890f-221a64518c83",
- "tenantId": "eRlC....XLf",
- "tenantName": "Codefi"
}
Response samples
- 200
{- "message": "Invitation email successfully sent to user with ID 3611ab62-94a9-4782-890f-221a64518c83"
}
EmailController_sendUserInvitationEmailAsUnderwriter
Request Body schema: application/json
recipientId required | string ID of user, whom invitation email shall be sent to |
tenantId required | string Tenant of user, whom invitation email shall be sent to |
email required | string Email of user, whom invitation email shall be sent to (only used if user's ID is not specified) |
tenantName required | string Tenant name, that will be displayed in the invitation email |
Responses
Request samples
- Payload
{- "recipientId": "3611ab62-94a9-4782-890f-221a64518c83",
- "tenantId": "eRlC....XLf",
- "tenantName": "Codefi"
}
Response samples
- 200
{- "message": "Invitation email successfully sent to user with ID 3611ab62-94a9-4782-890f-221a64518c83"
}
EmailController_sendUserInvitationEmailAsBroker
Request Body schema: application/json
recipientId required | string ID of user, whom invitation email shall be sent to |
tenantId required | string Tenant of user, whom invitation email shall be sent to |
email required | string Email of user, whom invitation email shall be sent to (only used if user's ID is not specified) |
tenantName required | string Tenant name, that will be displayed in the invitation email |
Responses
Request samples
- Payload
{- "recipientId": "3611ab62-94a9-4782-890f-221a64518c83",
- "tenantId": "eRlC....XLf",
- "tenantName": "Codefi"
}
Response samples
- 200
{- "message": "Invitation email successfully sent to user with ID 3611ab62-94a9-4782-890f-221a64518c83"
}
CycleController_listAllCycles
query Parameters
offset required | number >= 0 Index of first cycle to fetch |
limit required | number <= 50 Example: limit=100 Max amount of cycles to fetch |
tenantId required | string Example: tenantId=eRlC....XLf ID of tenant, cycles list shall be filtered for |
tokenId required | string Example: tokenId=423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token, cycles list shall be filtered for |
Responses
Response samples
- 200
{- "cycles": [
- {
- "id": "4861ab62-94a9-4782-890f-221a64518b21",
- "tenantId": "MQp8....Fa5",
- "assetInstanceId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetInstanceClassKey": "classA",
- "startDate": "2020-04-07T03:24:00.000Z",
- "endDate": "2020-04-21T03:24:00.000Z",
- "valuationDate": "2020-04-19T03:24:00.000Z",
- "settlementDate": "2020-04-21T03:24:00.000Z",
- "unpaidFlagDate": "2020-05-21T03:24:00.000Z",
- "nav": 12557,
- "status": "SUBSCRIPTION_STARTED",
- "type": "subscription",
- "data": { },
- "createdAt": "2020-04-07T08:43:00.000Z",
- "updatedAt": "2020-04-21T03:24:00.000Z"
}
], - "count": 3,
- "total": 543,
- "message": "Cycles listed successfully, filtered for token 423baf7e-66fc-4e40-a5d6-4b7384bd665d"
}
CycleController_retrieveCycle
path Parameters
cycleId required | string Example: 3491 ID of cycle to retrieve |
query Parameters
tenantId required | string Example: tenantId=eRlC....XLf ID of tenant, of cycle to retrieve |
Responses
Response samples
- 200
{- "cycle": {
- "id": "4861ab62-94a9-4782-890f-221a64518b21",
- "tenantId": "MQp8....Fa5",
- "assetInstanceId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetInstanceClassKey": "classA",
- "startDate": "2020-04-07T03:24:00.000Z",
- "endDate": "2020-04-21T03:24:00.000Z",
- "valuationDate": "2020-04-19T03:24:00.000Z",
- "settlementDate": "2020-04-21T03:24:00.000Z",
- "unpaidFlagDate": "2020-05-21T03:24:00.000Z",
- "nav": 12557,
- "status": "SUBSCRIPTION_STARTED",
- "type": "subscription",
- "data": { },
- "createdAt": "2020-04-07T08:43:00.000Z",
- "updatedAt": "2020-04-21T03:24:00.000Z"
}, - "message": "Cycle with index id retrieved successfully"
}
AssetDataController_saveAssetData
Request Body schema: application/json
tokenId required | string |
templateId required | string |
data | object |
issuerId | string ID of issuer of the token (required when issuer is not defined, e.g. not already linked to the token) |
elementInstances required | Array of objects |
Responses
Request samples
- Payload
{- "tokenId": "string",
- "templateId": "string",
- "data": { },
- "issuerId": "string",
- "elementInstances": [
- { }
]
}
Response samples
- 201
{- "assetData": [
- {
- "key": "fundInformation_fundName",
- "value": [
- "ConsenSys Capital"
]
}
], - "message": "Asset data saved successfully (5 elements saved)"
}
AssetDataController_retrieveAssetData
query Parameters
templateId required | string Asset template ID |
tokenId required | string Asset token ID |
issuerId | string ID of issuer of the token (required when issuer is not defined, e.g. not already linked to the token) |
Responses
Response samples
- 200
{- "assetData": [
- {
- "id": "739d619a-36b1-421e-b78e-a1a6573b101a",
- "tenantId": "MQp8....Fa5",
- "name": "closedEndFund",
- "type": "CLOSED_END_FUND",
- "label": {
- "en": "This is a placeholder text written in english",
- "fr": "Ceci est un texte d'exemple écrit en francais"
}, - "topSections": [
- {
- "label": {
- "en": "This is a placeholder text written in english",
- "fr": "Ceci est un texte d'exemple écrit en francais"
}, - "key": "class",
- "sections": [
- {
- "label": {
- "en": "This is a placeholder text written in english",
- "fr": "Ceci est un texte d'exemple écrit en francais"
}, - "key": "class",
- "elements": [
- {
- "id": "6a6a7e44-3d55-4b81-8d40-77425ab55205",
- "tenantId": "MQp8....Fa5",
- "name": "",
- "key": "fundInformation_fundName",
- "type": "string",
- "status": "mandatory",
- "label": {
- "en": "This is a placeholder text written in english",
- "fr": "Ceci est un texte d'exemple écrit en francais"
}, - "sublabel": {
- "en": "This is a placeholder text written in english",
- "fr": "Ceci est un texte d'exemple écrit en francais"
}, - "placeholder": {
- "en": "This is a placeholder text written in english",
- "fr": "Ceci est un texte d'exemple écrit en francais"
}, - "rightTag": {
- "en": "This is a placeholder text written in english",
- "fr": "Ceci est un texte d'exemple écrit en francais"
}, - "leftTag": {
- "en": "This is a placeholder text written in english",
- "fr": "Ceci est un texte d'exemple écrit en francais"
}, - "multiline": false,
- "size": 3,
- "fileAccept": "pdf",
- "fillLine": true,
- "inputs": [ ],
- "options": { },
- "updatable": false,
- "map": "class.general.name",
- "data": { },
- "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}
]
}
]
}
], - "data": { },
- "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}
], - "message": "Asset data retrieved successfully for token 423baf7e-66fc-4e40-a5d6-4b7384bd665d and asset template 739d619a-36b1-421e-b78e-a1a6573b101a"
}
ActionController_listAllActions
query Parameters
offset required | number >= 0 Index of first action to fetch |
limit required | number <= 50 Example: limit=100 Max amount of actions to fetch |
tokenId required | string Example: tokenId=423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token, actions list shall be filtered for |
assetClass required | string Example: assetClass=classA Asset class of token, actions list shall be filtered for |
tokenIds required | string Example: tokenIds=["423baf7e-66fc-4e40-a5d6-4b7384bd665d"] Filter parameter to retrieve actions of specific tokens. The parameter shall be a stringified array of tokenIds. |
states required | string Example: states=["executed"] Filter parameter to retrieve actions with specific states. The parameter shall be a stringified array of states. |
functionNames required | string Example: functionNames=["mint"] Filter parameter to retrieve actions with specific function names. The parameter shall be a stringified array of functionNames. |
userIds required | string Example: userIds=["3611ab62-94a9-4782-890f-221a64518c83"] Filter parameter to retrieve actions of specific users. The parameter shall be a stringified array of userIds. |
dates required | string Example: dates=["Sun Dec 17 1995"] Filter parameter to retrieve actions of specific dates. The parameter shall be a stringified array of dates. |
Responses
Response samples
- 200
{- "actions": [
- {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}
], - "count": 3,
- "total": 543,
- "message": "Actions listed successfully for user 3611ab62-94a9-4782-890f-221a64518c83, filtered for token 423baf7e-66fc-4e40-a5d6-4b7384bd665d"
}
ActionController_retrieveAction
path Parameters
actionIndex required | number Example: 3491 Index of action to retrieve |
Responses
Response samples
- 200
{- "action": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "Action with index id retrieved successfully"
}
TokenController_listAllTokens
query Parameters
offset required | number >= 0 Index of first tokens to fetch |
limit required | number <= 10 Example: limit=100 Max amount of tokens to fetch |
withBalances required | boolean Example: withBalances=true If set 'true', user's balances for the specified token are retrieved as well [OPTION ONLY AVAILABLE FOR INVESTOR] |
withCycles required | boolean |
Responses
Response samples
- 200
{- "tokens": [
- {
- "id": "423baf7e-66fc-4e40-a5d6-4b7384bd665d",
- "tenantId": "MQp8....Fa5",
- "name": "TokenName",
- "symbol": "TokenSymbol",
- "defaultDeployment": "0xb76b40231c176cd6435f83153796d1af18b4c9a7",
- "standard": "ERC1400HoldableCertificateToken",
- "picture": "assetImage.png",
- "description": "Shares of a real estate fund",
- "assetTemplateId": "423baf7e-66fc-4e40-a5d6-4b7384bd856d",
- "bankAccount": {
- "bank": "BNP Paribas",
- "IBAN": "FR7630001007941234567890185",
- "account": "12345678901"
}, - "issuerId": "423baf7e-66fc-4e40-a5d6-4b7384bd856d",
- "defaultChainId": "466442583",
- "deployments": [
- {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "chainId": "1"
}
], - "data": {
- "kycTemplateId": "53e059ee-45f0-4335-8c5a-ac2df21b9df3",
- "bypassKycChecks": false,
- "workflowInstanceId": 1662,
- "workflowInstanceState": "deployed"
}, - "assetClasses": [
- "classA",
- "classB",
- "classI"
], - "tokenStates": [
- "locked",
- "reserved",
- "issued",
- "collateral"
], - "totalSupply": 1400500,
- "assetClassesOnChain": [
- {
- "name": "a",
- "totalSupply": 1034000,
- "percentage": 0.24,
- "states": [
- {
- "name": "issued",
- "totalSupply": 100000,
- "erc20Compliant": true,
- "partition": "0x697373756564000000000000636c617373610000000000000000000000000000"
}
]
}
]
}
], - "count": 3,
- "total": 543,
- "message": "5 token(s) listed successfully"
}
TokenController_listAllTokenInvestors
path Parameters
tokenId required | string Example: 423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token, investors shall be retrieved from |
query Parameters
offset required | number >= 0 Index of first investors to fetch |
limit required | number <= 50 Example: limit=100 Max amount of investors to fetch |
assetClass required | string Example: assetClass=classa Asset class of token, investors shall be retrieved from ('undefined' if investors from all asset classes shall be retrieved) |
withVehicles required | boolean Example: withVehicles=true If set 'true', user's vehicles, linked to the specified token, are retrieved as well |
withBalances required | boolean Example: withBalances=true If set 'true', user's balances for the specified token are retrieved as well |
Responses
Response samples
- 200
{- "users": [
- {
- "id": "3611ab62-94a9-4782-890f-221a64518c83",
- "tenantId": "eRlC....XLf",
- "authId": "auth0|5fe0ce446843db0077c47e43",
- "firstConnectionCode": "po2LcDbR-cSCoVZ7F-TCmVs0nx-kLotkoAG",
- "superUserId": null,
- "userType": "INVESTOR",
- "userNature": "NATURAL",
- "accessType": "READWRITE",
- "phone": "+33 6 12 01 19 49",
- "prefix": "Mr.",
- "firstName": "John",
- "lastName": "Doe",
- "defaultWallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "wallets": [
- {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}
], - "picture": "profile.pic.png",
- "docuSignId": "767db668-ad45-4100-ac57-e6d39a9f7162",
- "bankAccount": {
- "bank": "Societe Generale",
- "IBAN": "FR7630056009271234567890182",
- "account": "12345678901"
}, - "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}
], - "count": 3,
- "total": 543,
- "message": "5 investors(s) listed successfully"
}
TokenController_addAllowlisted
path Parameters
tokenId required | string Example: 423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token, the user shall be allowlisted for |
Request Body schema: application/json
idempotencyKey required | string [OPTIONAL] Idempotency key (shall be unique and generated on client side), used to ensure object is not created twice |
submitterId required | string ID of user, whom wallet shall be added on token's on-chain allowlist |
Responses
Request samples
- Payload
{- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83"
}
Response samples
- 202
{- "tokenAction": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "created": true,
- "transactionId": "b8cb9c69-0996-4a01-b94e-fe4e8b90dbac",
- "message": "User 3611ab62-94a9-4782-890f-221a64518c83 successfully added on on-chain allowlist for token 423baf7e-66fc-4e40-a5d6-4b7384bd665d (tx sent)"
}
TokenController_removeAllowlisted
path Parameters
tokenId required | string Example: 423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token, the user shall be allowlisted for |
Request Body schema: application/json
idempotencyKey required | string [OPTIONAL] Idempotency key (shall be unique and generated on client side), used to ensure object is not created twice |
submitterId required | string ID of user, whom wallet shall be added on token's on-chain allowlist |
Responses
Request samples
- Payload
{- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83"
}
Response samples
- 202
{- "tokenAction": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "created": true,
- "transactionId": "b8cb9c69-0996-4a01-b94e-fe4e8b90dbac",
- "message": "User 3611ab62-94a9-4782-890f-221a64518c83 successfully added on on-chain allowlist for token 423baf7e-66fc-4e40-a5d6-4b7384bd665d (tx sent)"
}
TokenController_transferContractOwnership
path Parameters
tokenId required | string Example: 423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token, the ownership shall be transferred from |
Request Body schema: application/json
idempotencyKey required | string [OPTIONAL] Idempotency key (shall be unique and generated on client side), used to ensure object is not created twice |
newOwnerAddress required | string [CAUTION - RISK] Address, the contract ownership shall be transferred to (you shall make sure you control the address before transferring contract ownership to it) |
Responses
Request samples
- Payload
{- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "newOwnerAddress": "423baf7e-66fc-4e40-a5d6-4b7384bd665d"
}
Response samples
- 202
{- "tokenAction": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "created": true,
- "transactionId": "b8cb9c69-0996-4a01-b94e-fe4e8b90dbac",
- "message": "Contract ownership of token 423baf7e-66fc-4e40-a5d6-4b7384bd665d successfully transferred to address 0xd200b5d89f719473573be585eadedc8c916e5515 (tx sent)"
}
TokenController_setCustomTokenExtension
path Parameters
tokenId required | string Example: 423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token, the extension shall be setup for |
Request Body schema: application/json
idempotencyKey required | string [OPTIONAL] Idempotency key (shall be unique and generated on client side), used to ensure object is not created twice |
customExtensionAddress required | string [OPTIONAL] Address of "custom" extension contract, the token contract shall be linked to. |
Responses
Request samples
- Payload
{- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "customExtensionAddress": "0x0089d53F703f7E0843953D48133f74cE247184c2"
}
Response samples
- 202
{- "tokenAction": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "created": true,
- "transactionId": "b8cb9c69-0996-4a01-b94e-fe4e8b90dbac",
- "message": "Custom extension 0x8e59a2a50795730ad80fe60c8894fa836bf26fcc of token 423baf7e-66fc-4e40-a5d6-4b7384bd665d successfully setup (tx sent)"
}
TokenController_addNotaryForToken
path Parameters
tokenId required | string Example: 423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token, the notary shall be added to |
Request Body schema: application/json
notaryId required | string ID of user, who shall be added as notary to token |
Responses
Request samples
- Payload
{- "notaryId": "3611ab62-94a9-4782-890f-221a64518c83"
}
Response samples
- 200
{- "link": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "newLink": true,
- "message": "Notary 3611ab62-94a9-4782-890f-221a64518c83 successfully added to token 423baf7e-66fc-4e40-a5d6-4b7384bd665d"
}
TokenController_addKycVerifierForToken
path Parameters
tokenId required | string Example: 423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token, the verifier shall be added to |
Request Body schema: application/json
verifierId required | string ID of user, who shall be added as verifier to token |
Responses
Request samples
- Payload
{- "verifierId": "3611ab62-94a9-4782-890f-221a64518c83"
}
Response samples
- 200
{- "link": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "newLink": true,
- "message": "Verifier 3611ab62-94a9-4782-890f-221a64518c83 successfully added to token 423baf7e-66fc-4e40-a5d6-4b7384bd665d"
}
AssetTemplateController_listAllAssetTemplates
query Parameters
withDefaultTemplates required | boolean |
Responses
Response samples
- 200
{- "templates": [
- {
- "id": "739d619a-36b1-421e-b78e-a1a6573b101a",
- "tenantId": "MQp8....Fa5",
- "name": "closedEndFund",
- "type": "CLOSED_END_FUND",
- "label": {
- "en": "This is a placeholder text written in english",
- "fr": "Ceci est un texte d'exemple écrit en francais"
}, - "topSections": [
- {
- "label": {
- "en": "This is a placeholder text written in english",
- "fr": "Ceci est un texte d'exemple écrit en francais"
}, - "key": "class",
- "sections": [
- {
- "label": {
- "en": "This is a placeholder text written in english",
- "fr": "Ceci est un texte d'exemple écrit en francais"
}, - "key": "class",
- "elements": [
- "fundInformation_fundName",
- "fundInformation_fundSymbol",
- "fundInformation_fundDescription"
]
}
]
}
], - "data": { },
- "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}
], - "message": "5 asset template(s) listed successfully"
}
AssetTemplateController_retrieveAssetTemplate
path Parameters
assetTemplateId required | string Example: 739d619a-36b1-421e-b78e-a1a6573b101a ID of asset template |
Responses
Response samples
- 200
{- "template": {
- "id": "739d619a-36b1-421e-b78e-a1a6573b101a",
- "tenantId": "MQp8....Fa5",
- "name": "closedEndFund",
- "type": "CLOSED_END_FUND",
- "label": {
- "en": "This is a placeholder text written in english",
- "fr": "Ceci est un texte d'exemple écrit en francais"
}, - "topSections": [
- {
- "label": {
- "en": "This is a placeholder text written in english",
- "fr": "Ceci est un texte d'exemple écrit en francais"
}, - "key": "class",
- "sections": [
- {
- "label": {
- "en": "This is a placeholder text written in english",
- "fr": "Ceci est un texte d'exemple écrit en francais"
}, - "key": "class",
- "elements": [
- "fundInformation_fundName",
- "fundInformation_fundSymbol",
- "fundInformation_fundDescription"
]
}
]
}
], - "data": { },
- "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "Asset template 739d619a-36b1-421e-b78e-a1a6573b101a retrieved successfully"
}
FeesController_createOrUpdateTokenFees
path Parameters
tokenId required | string Example: 423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token, fees shall be created/updated for |
Request Body schema: application/json
assetClass required | string Asset class of token, fees shall be created/updated for |
investorId required | string ID of the user, fees shall be created/updated for |
fees required | object Fees that shall be created/updated |
elementInstances required | Array of objects |
Responses
Request samples
- Payload
{- "assetClass": "classa",
- "investorId": "3611ab62-94a9-4782-890f-221a64518c83",
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}, - "elementInstances": [
- { }
]
}
Response samples
- 201
{- "fees": [
- {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
], - "elementInstances": [
- { }
], - "scope": [
- {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
], - "message": "5 token(s) created/updated successfully"
}
FeesController_retrieveTokenFees
path Parameters
tokenId required | string Example: 423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token, fees shall be retrieved from |
query Parameters
assetClass required | string Example: assetClass=classa Asset class of token, fees shall be retrieved from |
investorId required | string Example: investorId=3611ab62-94a9-4782-890f-221a64518c83 ID of the user, fees shall be retrieved for |
Responses
Response samples
- 200
{- "fees": [
- {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
], - "scope": [
- {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
], - "message": "5 token(s) listed successfully"
}
AumController_retrieveSlicedTotalAum
query Parameters
offset required | number >= 0 Index of first token with Aum to fetch |
limit required | number <= 10 Example: limit=100 Max amount of tokens with Aum to fetch |
Responses
Response samples
- 200
{- "aum": 10000000,
- "count": 3,
- "total": 543,
- "message": "5 token(s) with Aum listed successfully"
}
ProjectController_listAllProjects
query Parameters
offset required | number >= 0 Index of first project to fetch |
limit required | number <= 50 Example: limit=100 Max amount of projects to fetch |
withVehicles required | boolean Example: withVehicles=true If set 'true', user's vehicles, linked to the specified token, are retrieved as well |
Responses
Response samples
- 200
{- "projects": [
- {
- "id": "d4192b60-79b5-429c-9160-e862b5a3e370",
- "tenantId": "MQp8....Fa5",
- "key": "regCamp-6657422",
- "name": "RegCamp",
- "description": "A KYT solution",
- "picture": [
- "regcamp",
- "png"
], - "bankAccount": {
- "IBAN": "XXX-XXX-XXX-XXX",
- "BIC": "XXXXXX"
}, - "kycTemplateId": "745c87fb-f281-4359-8f00-239dad79cac3",
- "data": { },
- "createdAt": "1990-09-19T08:24:00.000Z",
- "updatedAt": "1990-09-19T08:24:00.000Z",
- "link": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}
}
], - "count": 3,
- "total": 543,
- "message": "5 project(s) listed successfully"
}
ProjectController_createProject
Request Body schema: application/json
key required | string Project's key [NEEDS TO BE UNIQUE] |
name required | string Project's name |
kycTemplateId required | string ID of KYC template, which will be used for the onboarding of users attached to the project |
description required | string Description of the project |
picture required | Array of strings Picture of the project |
bankAccount required | object Bank account information for the project |
data required | object Object to store any additional data (potentially use case related data) |
wallet required | string Address of wallet to use to create the token (only required if not the default wallet) |
Responses
Request samples
- Payload
{- "key": "regCamp-6657422",
- "name": "RegCamp",
- "kycTemplateId": "745c87fb-f281-4359-8f00-239dad79cac3",
- "description": "A KYT solution",
- "picture": [
- "regcamp",
- "png"
], - "bankAccount": {
- "IBAN": "XXX-XXX-XXX-XXX",
- "BIC": "XXXXXX"
}, - "data": { },
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515"
}
Response samples
- 201
{- "project": {
- "id": "d4192b60-79b5-429c-9160-e862b5a3e370",
- "tenantId": "MQp8....Fa5",
- "key": "regCamp-6657422",
- "name": "RegCamp",
- "description": "A KYT solution",
- "picture": [
- "regcamp",
- "png"
], - "bankAccount": {
- "IBAN": "XXX-XXX-XXX-XXX",
- "BIC": "XXXXXX"
}, - "kycTemplateId": "745c87fb-f281-4359-8f00-239dad79cac3",
- "data": { },
- "createdAt": "1990-09-19T08:24:00.000Z",
- "updatedAt": "1990-09-19T08:24:00.000Z",
- "link": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}
}, - "newProject": true,
- "message": "Project d4192b60-79b5-429c-9160-e862b5a3e370 successfully created"
}
ProjectController_listAllProjectInvestors
path Parameters
projectId required | string Example: d4192b60-79b5-429c-9160-e862b5a3e370 ID of project, investors shall be retrieved from |
query Parameters
offset required | number >= 0 Index of first investors to fetch |
limit required | number <= 50 Example: limit=100 Max amount of investors to fetch |
withVehicles required | boolean Example: withVehicles=true If set 'true', user's vehicles, linked to the specified project, are retrieved as well |
withBalances required | boolean Example: withBalances=true If set 'true', user's balances for the specified project are retrieved as well |
Responses
Response samples
- 200
{- "users": [
- {
- "id": "3611ab62-94a9-4782-890f-221a64518c83",
- "tenantId": "eRlC....XLf",
- "authId": "auth0|5fe0ce446843db0077c47e43",
- "firstConnectionCode": "po2LcDbR-cSCoVZ7F-TCmVs0nx-kLotkoAG",
- "superUserId": null,
- "userType": "INVESTOR",
- "userNature": "NATURAL",
- "accessType": "READWRITE",
- "phone": "+33 6 12 01 19 49",
- "prefix": "Mr.",
- "firstName": "John",
- "lastName": "Doe",
- "defaultWallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "wallets": [
- {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}
], - "picture": "profile.pic.png",
- "docuSignId": "767db668-ad45-4100-ac57-e6d39a9f7162",
- "bankAccount": {
- "bank": "Societe Generale",
- "IBAN": "FR7630056009271234567890182",
- "account": "12345678901"
}, - "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}
], - "count": 3,
- "total": 543,
- "message": "5 investors(s) listed successfully"
}
ProjectController_retrieveProject
path Parameters
projectId required | string Example: d4192b60-79b5-429c-9160-e862b5a3e370 Id of project to retrieve |
query Parameters
userType required | string Enum: "SUPERADMIN" "ADMIN" "ISSUER" "UNDERWRITER" "BROKER" "INVESTOR" "VEHICLE" "NOTARY" "VERIFIER" "NAV_MANAGER" Example: userType=ISSUER Must be a valid user type: | ADMIN | ISSUER | INVESTOR | VEHICLE |
withVehicles required | boolean Example: withVehicles=true If set 'true', user's vehicles, linked to the specified project, are retrieved as well |
Responses
Response samples
- 200
{- "project": {
- "id": "d4192b60-79b5-429c-9160-e862b5a3e370",
- "tenantId": "MQp8....Fa5",
- "key": "regCamp-6657422",
- "name": "RegCamp",
- "description": "A KYT solution",
- "picture": [
- "regcamp",
- "png"
], - "bankAccount": {
- "IBAN": "XXX-XXX-XXX-XXX",
- "BIC": "XXXXXX"
}, - "kycTemplateId": "745c87fb-f281-4359-8f00-239dad79cac3",
- "data": { },
- "createdAt": "1990-09-19T08:24:00.000Z",
- "updatedAt": "1990-09-19T08:24:00.000Z"
}, - "message": "Project d4192b60-79b5-429c-9160-e862b5a3e370 retrieved successfully"
}
ProjectController_updateProject
path Parameters
projectId required | string Example: d4192b60-79b5-429c-9160-e862b5a3e370 Id of project to update |
Request Body schema: application/json
updatedParameters required | object Project parameters to update |
Responses
Request samples
- Payload
{- "updatedParameters": {
- "name": "RegCamp",
- "description": "A KYT solution",
- "picture": [
- "regcamp",
- "png"
], - "data": {
- "key1": "value1",
- "key2": "value2",
- "key3": "value3",
- "keyn": "valuen"
}
}
}
Response samples
- 200
{- "project": {
- "id": "d4192b60-79b5-429c-9160-e862b5a3e370",
- "tenantId": "MQp8....Fa5",
- "key": "regCamp-6657422",
- "name": "RegCamp",
- "description": "A KYT solution",
- "picture": [
- "regcamp",
- "png"
], - "bankAccount": {
- "IBAN": "XXX-XXX-XXX-XXX",
- "BIC": "XXXXXX"
}, - "kycTemplateId": "745c87fb-f281-4359-8f00-239dad79cac3",
- "data": { },
- "createdAt": "1990-09-19T08:24:00.000Z",
- "updatedAt": "1990-09-19T08:24:00.000Z"
}, - "message": "Project d4192b60-79b5-429c-9160-e862b5a3e370 updated successfully"
}
ProjectController_deleteProject
path Parameters
projectId required | string Example: d4192b60-79b5-429c-9160-e862b5a3e370 Id of project to delete |
Responses
Response samples
- 200
{- "deletedElementReviews": [
- "d9558f63-4457-4393-9785-45bbda8e5c6c",
- "2fc73d9d-186d-496c-843c-3c7a13d3dc23"
], - "deletedTemplateReviews": [
- "5056f94d-e080-4ef2-ac46-9ec5b450bce7"
], - "deletedLinks": [
- 23,
- 57,
- 88,
- 99,
- 173
], - "message": "Project d4192b60-79b5-429c-9160-e862b5a3e370 deleted successfully"
}
WorkFlowsDigitalAssetController_createSubscriptionOrder
Request Body schema: application/json
idempotencyKey required | string [OPTIONAL] Idempotency key (shall be unique and generated on client side), used to ensure object is not created twice |
tokenId required | string ID of token, investor wants to create a primary trade order for |
assetClass required | string Asset class of token, investor wants to create a primary trade order for |
orderType required | string Enum: "QUANTITY" "AMOUNT" Type of order (AMOUNT | QUANTITY) |
quantity required | number Quantity of tokens, investor wants to trade for (if orderType = QUANTITY) on primary market |
amount required | number Value of tokens, investor wants to trade for (if orderType = AMOUNT) on primary |
tradeType required | string Enum: "subscription" "redemption" Type of trade order the investor wants to create subscription or redemption |
data required | object Object to store any additional data (potentially use case related data) |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "tokenId": 1398,
- "assetClass": "classA",
- "orderType": "AMOUNT",
- "quantity": 10000,
- "amount": 0,
- "tradeType": "subscription",
- "data": {
- "kycTemplateId": "53e059ee-45f0-4335-8c5a-ac2df21b9df3",
- "bypassKycChecks": false,
- "exampleKey": "exampleValue"
}, - "sendNotification": true
}
Response samples
- 201
{- "order": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ORDER",
- "name": "createPrimaryTradeOrder",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 11,
- "quantity": 10000,
- "price": 0,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "subscribed",
- "data": {
- "type": "QUANTITY",
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "settled",
- "transaction": {
- "settled": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false,
- "automateRetirement": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "created": true,
- "message": "Subscription order 1398 created successfully"
}
WorkFlowsDigitalAssetController_validatePayment
Request Body schema: application/json
orderId required | string ID of subscription order, payment shall be set as received for |
paymentAmount required | number Amount paid by the investor |
paymentId required | string [OPTIONAL] Payment identifier, indicated in the order. The investor is supposed to provide this paymentId in the label of his bank wire transfer |
forcePrice required | number If defined, the order's price will be set to this value. Otherwise, order's price will be calculated based on NAV value |
data required | object Object to store any additional data (potentially use case related data) |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "orderId": 1398,
- "paymentAmount": 0,
- "paymentId": 0,
- "forcePrice": 113,
- "data": { },
- "sendNotification": true
}
Response samples
- 200
{- "order": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ORDER",
- "name": "createPrimaryTradeOrder",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 11,
- "quantity": 10000,
- "price": 0,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "subscribed",
- "data": {
- "type": "QUANTITY",
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "settled",
- "transaction": {
- "settled": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false,
- "automateRetirement": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "updated": true,
- "message": "Subscription order 1398 updated successfully (payment received)"
}
WorkFlowsDigitalAssetController_settleOrder
Request Body schema: application/json
orderId required | string ID of subscription order, which shall be settled |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "orderId": 1398,
- "sendNotification": true
}
Response samples
- 202
{- "order": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ORDER",
- "name": "createPrimaryTradeOrder",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 11,
- "quantity": 10000,
- "price": 0,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "subscribed",
- "data": {
- "type": "QUANTITY",
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "settled",
- "transaction": {
- "settled": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false,
- "automateRetirement": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "updated": true,
- "transactionId": "b8cb9c69-0996-4a01-b94e-fe4e8b90dbac",
- "message": "Creation of 10000 issued token(s) (settlement order), for investor 3611ab62-94a9-4782-890f-221a64518c83"
}
WorkFlowsDigitalAssetController_settleOrderBatch
Request Body schema: application/json
cycleId required | string ID of cycle, which shall be settled |
orderIds required | Array of numbers IDs of orders, which shall be settled |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
states required | Array of strings states of orders which we want to settle |
limit required | number batch limit of orders that we want to settle |
Responses
Request samples
- Payload
{- "cycleId": "4861ab62-94a9-4782-890f-221a64518b21",
- "orderIds": [
- 0
], - "sendNotification": true,
- "states": [
- "paid",
- "subscribed"
], - "limit": 50
}
Response samples
- 202
{- "orders": [
- {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ORDER",
- "name": "createPrimaryTradeOrder",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 11,
- "quantity": 10000,
- "price": 0,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "subscribed",
- "data": {
- "type": "QUANTITY",
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "settled",
- "transaction": {
- "settled": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false,
- "automateRetirement": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}
], - "count": 50,
- "remaining": 50,
- "total": 50,
- "message": "Settlement of 50 orders of cycle with id 4861ab62-94a9-4782-890f-221a64518b21 of token e621d692-3b45-43a6-8ad9-9fc13f203802 has been successfully requested (10 orders in cycle, including 8 to settle)"
}
WorkFlowsDigitalAssetController_rejectOrder
Request Body schema: application/json
orderId required | string ID of subscription order, that shall be rejected |
comment required | string Comment, explaining why the order has been rejected |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "orderId": 1398,
- "comment": 0,
- "sendNotification": true
}
Response samples
- 200
{- "order": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ORDER",
- "name": "createPrimaryTradeOrder",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 11,
- "quantity": 10000,
- "price": 0,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "subscribed",
- "data": {
- "type": "QUANTITY",
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "settled",
- "transaction": {
- "settled": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false,
- "automateRetirement": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "updated": true,
- "message": "Subscription order 1398 updated successfully (order rejected)"
}
WorkFlowsDigitalAssetController_cancelOrder
Request Body schema: application/json
orderId required | string ID of subscription order, that shall be cancelled |
comment required | string Comment, explaining why the order shall be cancelled |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "orderId": 1398,
- "comment": 0,
- "sendNotification": true
}
Response samples
- 200
{- "order": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ORDER",
- "name": "createPrimaryTradeOrder",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 11,
- "quantity": 10000,
- "price": 0,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "subscribed",
- "data": {
- "type": "QUANTITY",
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "settled",
- "transaction": {
- "settled": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false,
- "automateRetirement": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "updated": true,
- "message": "Subscription order 1398 updated successfully (order cancelled)"
}
WorkFlowsDigitalAssetController_createTradeOrder
Request Body schema: application/json
idempotencyKey required | string [OPTIONAL] Idempotency key (shall be unique and generated on client side), used to ensure object is not created twice |
recipientId required | string ID of recipient, the trade is destined to |
recipientEmail required | string EMAIL of recipient, the trade is destined to |
tokenId required | string ID of token, investor wants to create a trade order for |
assetClass required | string Asset class of token, investor wants to create a trade order for |
orderType required | string Enum: "QUANTITY" "AMOUNT" Type of order (AMOUNT | QUANTITY) |
orderSide required | string Enum: "BUY" "SELL" Order side (BUY | SELL) |
quantity required | number Quantity of tokens, investor wants to trade (if orderType = QUANTITY) |
amount required | number Value of tokens, investor wants to trade (if orderType = AMOUNT) |
dvpType required | string Enum: "ATOMIC" "NON_ATOMIC" Type of delivery-vs-payment. Shall be chosen amongst ATOMIC and NON_ATOMIC |
paymentTokenAddress required | string [Optional] Address of token smart contract, where payment hold has been created by the recipient of the trade (only if payment is done on-chain) |
paymentTokenStandard required | string Enum: "BatchBalanceReader" "BatchReader" "BatchTokenIssuer" "ERC20Token" "ERC721Token" "ERC1400ERC20" "ERC1400CertificateNonce" "ERC1400CertificateSalt" "ERC1400HoldableCertificateToken" "ERC1400TokensValidator" "DVPHoldableLockable" Must be a valid token standard: ERC1400HoldableCertificateToken |
senderId required | string Id of the token sender for this order, Applicable to Buy Orders only |
data required | object Object to store any additional data (potentially use case related data) |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "recipientId": 1398,
- "tokenId": 1398,
- "assetClass": "classA",
- "orderType": "AMOUNT",
- "orderSide": "SELL",
- "quantity": 10000,
- "amount": 0,
- "dvpType": "ATOMIC",
- "paymentTokenAddress": 1398,
- "paymentTokenStandard": "ERC1400HoldableCertificateToken",
- "senderId": "string",
- "data": {
- "kycTemplateId": "53e059ee-45f0-4335-8c5a-ac2df21b9df3",
- "bypassKycChecks": false,
- "exampleKey": "exampleValue"
}, - "sendNotification": true
}
Response samples
- 201
{- "order": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ORDER",
- "name": "createPrimaryTradeOrder",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 11,
- "quantity": 10000,
- "price": 0,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "subscribed",
- "data": {
- "type": "QUANTITY",
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "settled",
- "transaction": {
- "settled": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false,
- "automateRetirement": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "created": true,
- "message": "Trade order 1398 created successfully"
}
WorkFlowsDigitalAssetController_approveTradeOrder
Request Body schema: application/json
orderId required | string ID of trade order, which shall be approved by issuer |
data required | object Object to store any additional data (potentially use case related data) |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
sendInviteNotification required | boolean Send invite notification flag (if true user will be notified by mail to join the platform) |
Responses
Request samples
- Payload
{- "orderId": 1398,
- "data": {
- "kycTemplateId": "53e059ee-45f0-4335-8c5a-ac2df21b9df3",
- "bypassKycChecks": false,
- "exampleKey": "exampleValue"
}, - "sendNotification": true,
- "sendInviteNotification": true
}
Response samples
- 202
{- "order": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ORDER",
- "name": "createPrimaryTradeOrder",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 11,
- "quantity": 10000,
- "price": 0,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "subscribed",
- "data": {
- "type": "QUANTITY",
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "settled",
- "transaction": {
- "settled": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false,
- "automateRetirement": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "updated": true,
- "message": "Trade order 1398 approved successfully by issuer"
}
WorkFlowsDigitalAssetController_submitTradeOrderNegotiation
Request Body schema: application/json
orderId required | string ID of trade order, which shall be accepted by recipient |
price required | number Price/unit offered for this non-binding enquiry negotiation |
expirationDate required | string <date-time> Expiration date for this negotiation offer |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "orderId": 1398,
- "price": 0,
- "expirationDate": "2019-08-24T14:15:22Z",
- "sendNotification": true
}
Response samples
- 200
{- "order": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ORDER",
- "name": "createPrimaryTradeOrder",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 11,
- "quantity": 10000,
- "price": 0,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "subscribed",
- "data": {
- "type": "QUANTITY",
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "settled",
- "transaction": {
- "settled": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false,
- "automateRetirement": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "updated": true,
- "message": "Trade order 1398 accepted successfully by recipient"
}
WorkFlowsDigitalAssetController_acceptTradeOrder
Request Body schema: application/json
orderId required | string ID of trade order, which shall be accepted by recipient |
data required | object Object to store any additional data (potentially use case related data) |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "orderId": 1398,
- "data": {
- "kycTemplateId": "53e059ee-45f0-4335-8c5a-ac2df21b9df3",
- "bypassKycChecks": false,
- "exampleKey": "exampleValue"
}, - "sendNotification": true
}
Response samples
- 200
{- "order": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ORDER",
- "name": "createPrimaryTradeOrder",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 11,
- "quantity": 10000,
- "price": 0,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "subscribed",
- "data": {
- "type": "QUANTITY",
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "settled",
- "transaction": {
- "settled": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false,
- "automateRetirement": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "updated": true,
- "message": "Trade order 1398 accepted successfully by recipient"
}
WorkFlowsDigitalAssetController_cancelSecondaryOrder
Request Body schema: application/json
orderId required | string ID of subscription order, that shall be cancelled |
comment required | string Comment, explaining why the order shall be cancelled |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "orderId": 1398,
- "comment": 0,
- "sendNotification": true
}
Response samples
- 200
{- "order": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ORDER",
- "name": "createPrimaryTradeOrder",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 11,
- "quantity": 10000,
- "price": 0,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "subscribed",
- "data": {
- "type": "QUANTITY",
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "settled",
- "transaction": {
- "settled": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false,
- "automateRetirement": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "updated": true,
- "message": "Subscription order 1398 updated successfully (order cancelled)"
}
WorkFlowsDigitalAssetController_holdTradeOrderDelivery
Request Body schema: application/json
orderId required | string ID of trade order, for which delivery token hold shall be created |
timeToExpiration required | number When the hold will be expired "default value 604800 seconds (7 days)" |
data required | object Object to store any additional data (potentially use case related data) |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "orderId": 1398,
- "timeToExpiration": "604800",
- "data": {
- "kycTemplateId": "53e059ee-45f0-4335-8c5a-ac2df21b9df3",
- "bypassKycChecks": false,
- "exampleKey": "exampleValue"
}, - "sendNotification": true
}
Response samples
- 202
{- "order": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ORDER",
- "name": "createPrimaryTradeOrder",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 11,
- "quantity": 10000,
- "price": 0,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "subscribed",
- "data": {
- "type": "QUANTITY",
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "settled",
- "transaction": {
- "settled": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false,
- "automateRetirement": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "updated": true,
- "transactionId": "b8cb9c69-0996-4a01-b94e-fe4e8b90dbac",
- "message": "Hold trade order delivery, including creation of token hold of 10000 issued token(s), for investor 3611ab62-94a9-4782-890f-221a64518c83, has been successfully requested (transaction sent)"
}
WorkFlowsDigitalAssetController_holdTradeOrderPayment
Request Body schema: application/json
orderId required | string ID of trade order, for which payment token hold shall be provided |
paymentHoldId required | string ID of payment token hold |
data required | object Object to store any additional data (potentially use case related data) |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "orderId": 1398,
- "paymentHoldId": "0xdee57eec5fa3e15df2c65a1600b5b5fad62700d6696996d31a3da528549e265b",
- "data": {
- "kycTemplateId": "53e059ee-45f0-4335-8c5a-ac2df21b9df3",
- "bypassKycChecks": false,
- "exampleKey": "exampleValue"
}, - "sendNotification": true
}
Response samples
- 200
{- "order": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ORDER",
- "name": "createPrimaryTradeOrder",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 11,
- "quantity": 10000,
- "price": 0,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "subscribed",
- "data": {
- "type": "QUANTITY",
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "settled",
- "transaction": {
- "settled": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false,
- "automateRetirement": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "updated": true,
- "message": "Trade order 1398 updated successfully (payment hold ID provided by recipient)"
}
WorkFlowsDigitalAssetController_settleAtomicTradeOrder
Request Body schema: application/json
orderId required | string ID of trade order, which shall be settled |
paymentHoldId required | string [Optional] ID of payment hold ID, that has been created by the recipient of the trade (only if payment is done on-chain) |
data required | object Object to store any additional data (potentially use case related data) |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "orderId": 1398,
- "paymentHoldId": 1398,
- "data": {
- "kycTemplateId": "53e059ee-45f0-4335-8c5a-ac2df21b9df3",
- "bypassKycChecks": false,
- "exampleKey": "exampleValue"
}, - "sendNotification": true
}
Response samples
- 202
{- "order": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ORDER",
- "name": "createPrimaryTradeOrder",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 11,
- "quantity": 10000,
- "price": 0,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "subscribed",
- "data": {
- "type": "QUANTITY",
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "settled",
- "transaction": {
- "settled": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false,
- "automateRetirement": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "updated": true,
- "transactionId": "b8cb9c69-0996-4a01-b94e-fe4e8b90dbac",
- "message": "Trade order settlement, including execution of token holds, has been successfully requested (transaction sent)"
}
WorkFlowsDigitalAssetController_sendTradeOrderPayment
Request Body schema: application/json
orderId required | string ID of trade order, which payment has been sent for |
paymentAmount required | number Amount paid by the payer (recipient of the trade) |
paymentId required | string [OPTIONAL] Payment identifier, indicated in the order. The payer (recipient of the trade) is supposed to provide this paymentId in the label of his bank wire transfer |
paymentProof required | Array of strings [OPTIONAL] Payment proof, uploaded by the payer (recipient of the trade) as a confirmation of his bank wire transfer |
data required | object Object to store any additional data (potentially use case related data) |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "orderId": 1398,
- "paymentAmount": 0,
- "paymentId": 0,
- "paymentProof": 0,
- "data": {
- "kycTemplateId": "53e059ee-45f0-4335-8c5a-ac2df21b9df3",
- "bypassKycChecks": false,
- "exampleKey": "exampleValue"
}, - "sendNotification": true
}
Response samples
- 200
{- "order": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ORDER",
- "name": "createPrimaryTradeOrder",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 11,
- "quantity": 10000,
- "price": 0,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "subscribed",
- "data": {
- "type": "QUANTITY",
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "settled",
- "transaction": {
- "settled": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false,
- "automateRetirement": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "updated": true,
- "message": "Trade order 1398 updated successfully (payment sent)"
}
WorkFlowsDigitalAssetController_receiveTradeOrderPayment
Request Body schema: application/json
orderId required | string ID of trade order, which payment has been received for |
paymentAmount required | number Amount paid by the payer (recipient of the trade) |
paymentId required | string [OPTIONAL] Payment identifier, indicated in the order. The payer (recipient of the trade) is supposed to provide this paymentId in the label of his bank wire transfer |
data required | object Object to store any additional data (potentially use case related data) |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "orderId": 1398,
- "paymentAmount": 0,
- "paymentId": 0,
- "data": {
- "kycTemplateId": "53e059ee-45f0-4335-8c5a-ac2df21b9df3",
- "bypassKycChecks": false,
- "exampleKey": "exampleValue"
}, - "sendNotification": true
}
Response samples
- 200
{- "order": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ORDER",
- "name": "createPrimaryTradeOrder",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 11,
- "quantity": 10000,
- "price": 0,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "subscribed",
- "data": {
- "type": "QUANTITY",
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "settled",
- "transaction": {
- "settled": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false,
- "automateRetirement": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "updated": true,
- "message": "Trade order 1398 updated successfully (payment received)"
}
WorkFlowsDigitalAssetController_settleNonAtomicTradeOrder
Request Body schema: application/json
orderId required | string ID of trade order, which shall be settled |
htlcSecret required | string [OPTIONAL] In case the user calling the endpoint is not the secret owner(e.g. the one who created the secret), he needs to provide the secret |
data required | object Object to store any additional data (potentially use case related data) |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "orderId": 1398,
- "htlcSecret": "0xdee57eec5fa3e15df2c65a1600b5b5fad62700d6696996d31a3da528549e265b",
- "data": {
- "kycTemplateId": "53e059ee-45f0-4335-8c5a-ac2df21b9df3",
- "bypassKycChecks": false,
- "exampleKey": "exampleValue"
}, - "sendNotification": true
}
Response samples
- 202
{- "order": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ORDER",
- "name": "createPrimaryTradeOrder",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 11,
- "quantity": 10000,
- "price": 0,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "subscribed",
- "data": {
- "type": "QUANTITY",
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "settled",
- "transaction": {
- "settled": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false,
- "automateRetirement": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "updated": true,
- "transactionId": "b8cb9c69-0996-4a01-b94e-fe4e8b90dbac",
- "message": "Trade order settlement, including execution of token hold, has been successfully requested (transaction sent)"
}
WorkFlowsDigitalAssetController_rejectTradeOrder
Request Body schema: application/json
orderId required | string ID of trade order, which shall be rejected |
comment required | string Comment provided by the issuer, to indicate why the submitter has been validated/rejected |
data required | object Object to store any additional data (potentially use case related data) |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "orderId": 1398,
- "comment": "string",
- "data": {
- "kycTemplateId": "53e059ee-45f0-4335-8c5a-ac2df21b9df3",
- "bypassKycChecks": false,
- "exampleKey": "exampleValue"
}, - "sendNotification": true
}
Response samples
- 202
{- "order": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ORDER",
- "name": "createPrimaryTradeOrder",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 11,
- "quantity": 10000,
- "price": 0,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "subscribed",
- "data": {
- "type": "QUANTITY",
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "settled",
- "transaction": {
- "settled": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false,
- "automateRetirement": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "updated": true,
- "transactionId": "b8cb9c69-0996-4a01-b94e-fe4e8b90dbac",
- "message": "Trade order rejection, including release of token hold of 10000 issued token(s), for investor 3611ab62-94a9-4782-890f-221a64518c83, has been successfully requested (transaction sent)"
}
WorkFlowsDigitalAssetController_createOffer
Request Body schema: application/json
idempotencyKey required | string [OPTIONAL] Idempotency key (shall be unique and generated on client side), used to ensure object is not created twice |
tokenId required | string ID of token, investor wants to create a primary trade order for |
assetClass required | string Asset class of token, investor wants to create a primary trade order for |
price required | number Price/unit for this sale offer |
quantity required | number Quantity of tokens, investor wants to offer for sale |
offerStatus required | string Enum: "OPEN" "PAUSED" "CLOSED" Flag denoting if Tokens advertised/offered is available for purchase/not |
enableAtPriceOrder required | boolean Flag denoting if Tokens advertised/offered is available for direct purchase order |
enableBidPriceOrder required | boolean Flag denoting if Tokens advertised/offered is available for bid order |
enableNegotiation required | boolean Flag denoting if Tokens advertised/offered is available for negotiation order |
automateRetirement required | boolean Flag denoting if auto retirement is available for all orders after settlement |
dvpType required | string Enum: "ATOMIC" "NON_ATOMIC" Type of delivery-vs-payment. Shall be chosen amongst ATOMIC and NON_ATOMIC |
paymentTokenAddress required | string [Optional] Address of token smart contract, where payment hold has been created by the recipient of the trade (only if payment is done on-chain) |
paymentTokenStandard required | string Enum: "BatchBalanceReader" "BatchReader" "BatchTokenIssuer" "ERC20Token" "ERC721Token" "ERC1400ERC20" "ERC1400CertificateNonce" "ERC1400CertificateSalt" "ERC1400HoldableCertificateToken" "ERC1400TokensValidator" "DVPHoldableLockable" Must be a valid token standard: ERC1400HoldableCertificateToken |
data required | object Object to store any additional data (potentially use case related data) |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "tokenId": 1398,
- "assetClass": "default",
- "price": 0,
- "quantity": 10000,
- "offerStatus": "OPEN",
- "enableAtPriceOrder": true,
- "enableBidPriceOrder": true,
- "enableNegotiation": true,
- "automateRetirement": true,
- "dvpType": "ATOMIC",
- "paymentTokenAddress": 1398,
- "paymentTokenStandard": "ERC1400HoldableCertificateToken",
- "data": {
- "kycTemplateId": "53e059ee-45f0-4335-8c5a-ac2df21b9df3",
- "bypassKycChecks": false,
- "exampleKey": "exampleValue"
}, - "sendNotification": true
}
Response samples
- 201
{- "offer": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "OFFER",
- "name": "createOffer",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "default",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 11,
- "quantity": 10000,
- "price": 0,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "subscribed",
- "data": {
- "offerStatus": "OPEN",
- "enableAtPriceOrder": true,
- "enableBidPriceOrder": true,
- "enableNegotiation": true,
- "automateRetirement": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "created": true,
- "message": "Offer 1398 created successfully"
}
WorkFlowsDigitalAssetController_updateOffer
Request Body schema: application/json
offerId required | number ID of offer to be updated |
price required | number Value of tokens, investor wants to trade for (if orderType = AMOUNT) on primary |
quantity required | number Quantity of tokens, investor wants to trade for (if orderType = QUANTITY) on primary market |
offerStatus required | string Enum: "OPEN" "PAUSED" "CLOSED" Object to store any additional data (potentially use case related data) |
enableAtPriceOrder required | boolean Flag denoting if Tokens advertised/offered is available for direct purchase order |
enableBidPriceOrder required | boolean Flag denoting if Tokens advertised/offered is available for bid order |
enableNegotiation required | boolean Flag denoting if Tokens advertised/offered is available for negotiation order |
automateRetirement required | boolean Flag denoting if auto retirement is available for all orders after settlement |
data required | object Object to store any additional data (potentially use case related data) |
Responses
Request samples
- Payload
{- "offerId": 1398,
- "price": 0,
- "quantity": 10000,
- "offerStatus": {
- "kycTemplateId": "53e059ee-45f0-4335-8c5a-ac2df21b9df3",
- "bypassKycChecks": false,
- "exampleKey": "exampleValue"
}, - "enableAtPriceOrder": true,
- "enableBidPriceOrder": true,
- "enableNegotiation": true,
- "automateRetirement": true,
- "data": {
- "kycTemplateId": "53e059ee-45f0-4335-8c5a-ac2df21b9df3",
- "bypassKycChecks": false,
- "exampleKey": "exampleValue"
}
}
Response samples
- 201
{- "offer": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "OFFER",
- "name": "createOffer",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "default",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 11,
- "quantity": 10000,
- "price": 0,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "subscribed",
- "data": {
- "offerStatus": "OPEN",
- "enableAtPriceOrder": true,
- "enableBidPriceOrder": true,
- "enableNegotiation": true,
- "automateRetirement": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "Offer 1398 updated successfully"
}
WorkFlowsDigitalAssetController_purchaseOffer
Request Body schema: application/json
idempotencyKey required | string [OPTIONAL] Idempotency key (shall be unique and generated on client side), used to ensure object is not created twice |
offerId required | number ID of offer |
quantity required | number Quantity of tokens, investor wants to purchase |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "offerId": 1398,
- "quantity": 10000,
- "sendNotification": true
}
Response samples
- 201
{- "offer": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "OFFER",
- "name": "createOffer",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "default",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 11,
- "quantity": 10000,
- "price": 0,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "subscribed",
- "data": {
- "offerStatus": "OPEN",
- "enableAtPriceOrder": true,
- "enableBidPriceOrder": true,
- "enableNegotiation": true,
- "automateRetirement": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "created": true,
- "message": "Offer 1398 created successfully"
}
WorkFlowsDigitalAssetController_bindOffer
Request Body schema: application/json
idempotencyKey required | string [OPTIONAL] Idempotency key (shall be unique and generated on client side), used to ensure object is not created twice |
offerId required | number ID of offer |
bindOfferQuantity required | number Quantity of tokens, investor wants to purchase for this binding offer |
bindOfferPrice required | number Price/unit for this binding offer |
bindOfferExpiryDate required | string <date-time> Binding offer expiration date |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "offerId": 1398,
- "bindOfferQuantity": 10000,
- "bindOfferPrice": 0,
- "bindOfferExpiryDate": "2019-08-24T14:15:22Z",
- "sendNotification": true
}
Response samples
- 201
{- "order": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ORDER",
- "name": "createPrimaryTradeOrder",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 11,
- "quantity": 10000,
- "price": 0,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "subscribed",
- "data": {
- "type": "QUANTITY",
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "settled",
- "transaction": {
- "settled": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false,
- "automateRetirement": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "created": true,
- "message": "Order 1398 created successfully based on Offer 1398 "
}
WorkFlowsDigitalAssetController_negotiate
Request Body schema: application/json
idempotencyKey required | string [OPTIONAL] Idempotency key (shall be unique and generated on client side), used to ensure object is not created twice |
offerId required | number ID of offer |
negotiationQuantity required | number Quantity of tokens, investor wants to purchase thru this negotiating order |
negotiationPrice required | number Price/unit offered for this negotiating order |
negotiationHoldRequested required | boolean Request to hold inventory |
recipientEmail required | string Receiver Email for non binding enquiry |
recipientPhoneNumber required | string Receiver phone number for non binding enquiry |
enquiryNotes required | string Notes for non binding enquiry |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "offerId": 1398,
- "negotiationQuantity": 10000,
- "negotiationPrice": 0,
- "negotiationHoldRequested": true,
- "recipientEmail": "string",
- "recipientPhoneNumber": "string",
- "enquiryNotes": "string",
- "sendNotification": true
}
Response samples
- 201
{- "order": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ORDER",
- "name": "createPrimaryTradeOrder",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 11,
- "quantity": 10000,
- "price": 0,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "subscribed",
- "data": {
- "type": "QUANTITY",
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "settled",
- "transaction": {
- "settled": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false,
- "automateRetirement": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "created": true,
- "message": "Order 1398 created successfully based on Offer 1398 "
}
WorkFlowsDigitalAssetController_initializeAssetInstance
Request Body schema: application/json
wallet required | string Address of wallet to use to create the token (only required if not the default wallet) |
tokenStandard required | string Enum: "BatchBalanceReader" "BatchReader" "BatchTokenIssuer" "ERC20Token" "ERC721Token" "ERC1400ERC20" "ERC1400CertificateNonce" "ERC1400CertificateSalt" "ERC1400HoldableCertificateToken" "ERC1400TokensValidator" "DVPHoldableLockable" Must be a valid token standard: ERC1400HoldableCertificateToken |
name required | string Token name |
symbol required | string Must be a less than 12 characters long |
chainId required | string ID of the chain/network where the token shall be created |
kycTemplateId required | string ID of the KYC template investors that will be applied to investors (leave undefined if no KYC will be requested from investors) |
certificateActivated required | boolean [DEPRECATED - Replaced by certificateType] If set to true, token actions can not be performed without certificates signed by this API (security), thus empowering issuers with strong control capabilities over issued assets, as those can not be transferred without Codefi API |
certificateType required | string Enum: "NONE" "NONCE" "SALT" "NONE_OR_NONCE_OR_SALT" Type of certificate validation. Shall be chosen amongst NONE, NONCE and SALT |
unregulatedERC20transfersActivated required | boolean If set to true, tokens from default partitions can be transferred without restriction, e.g. with unregulated ERC20 transfers |
customExtensionAddress required | string [OPTIONAL] Address of "custom" extension contract, the token contract will be linked to. If undefined, token contract will be linked to "generic" extension contract by default. |
initialOwnerAddress required | string [OPTIONAL] Address, the token contract ownership shall be transferred to. If undefined, token contract will not be transferred (but this can still be done afterwards). |
assetTemplateId required | string ID of asset template |
bypassSecondaryTradeIssuerApproval required | boolean If set 'true', Issuer is not required to approve secondary trade orders |
referenceDataSchemaId required | string Flag for using Reference Data API (with a specific schema) |
referenceData required | object Object containing reference data to store in Reference-Data-Api |
referenceDataOptionsType required | string Type of Reference Data that is retrieved |
automateHoldCreation required | boolean If set 'true', tokens/credits will be automatically held on creation of accepted order |
automateSettlement required | boolean If set 'true', tokens/credits will be transferred automatically on payment Confirmation |
automateRetirement required | boolean If set 'true', tokens will be automatically retired on purchase |
automateForceBurn required | Array of arrays If defined, tokens of secondary trade order of defined order side(s) will be automatically burnt after a successful settlement |
initialSupplies required | Array of objects Array of initial supplies to be minted right after asset creation |
data required | object Object to store any additional data (potentially use case related data) |
issuerId required | string id of the issuer who is responsible to review & deploy the asset (only required when the asset is initialized by an investor or underwriter, which is the case for assets of the bi-party or tri-party flow) |
reviewerId required | string id of the reviewer who is responsible to review the asset (only required when the asset is initialized by an underwriter, which is the case in the tri-party flow) |
elementInstances required | Array of objects |
assetClasses required | Array of strings |
Responses
Request samples
- Payload
{- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "tokenStandard": "ERC1400HoldableCertificateToken",
- "name": "CodefiToken",
- "symbol": "CODEFI",
- "chainId": "1",
- "kycTemplateId": "b32f6346-53b5-4cc6-a3f3-0012ed5e67a3",
- "certificateActivated": true,
- "certificateType": true,
- "unregulatedERC20transfersActivated": true,
- "customExtensionAddress": "0x0089d53F703f7E0843953D48133f74cE247184c2",
- "initialOwnerAddress": "0x0089d53F703f7E0843953D48133f74cE247184c2",
- "assetTemplateId": "739d619a-36b1-421e-b78e-a1a6573b101a",
- "bypassSecondaryTradeIssuerApproval": true,
- "referenceDataSchemaId": "f706c986-f5c8-4503-baf8-959dbac2dd40",
- "referenceData": [ ],
- "referenceDataOptionsType": "NewImpactTargetOptions",
- "automateHoldCreation": true,
- "automateSettlement": true,
- "automateRetirement": true,
- "automateForceBurn": true,
- "initialSupplies": [
- {
- "userId": "6935576f-3fa3-4402-bfdb-563134823a26",
- "tokenState": "issued",
- "tokenClass": "classa",
- "quantity": 1000000,
- "forcePrice": 0,
- "data": { },
- "sendNotification": false,
- "workflowInstanceId": 1398,
- "transactionId": "b8cb9c69-0996-4a01-b94e-fe4e8b90dbac",
- "transactionStatus": "validated"
}
], - "data": {
- "kycTemplateId": "53e059ee-45f0-4335-8c5a-ac2df21b9df3",
- "bypassKycChecks": false,
- "exampleKey": "exampleValue"
}, - "issuerId": "string",
- "reviewerId": "string",
- "elementInstances": [
- { }
], - "assetClasses": [
- "string"
]
}
Response samples
- 201
{- "token": {
- "id": "423baf7e-66fc-4e40-a5d6-4b7384bd665d",
- "tenantId": "MQp8....Fa5",
- "name": "TokenName",
- "symbol": "TokenSymbol",
- "defaultDeployment": "0xb76b40231c176cd6435f83153796d1af18b4c9a7",
- "standard": "ERC1400HoldableCertificateToken",
- "picture": "assetImage.png",
- "description": "Shares of a real estate fund",
- "assetTemplateId": "423baf7e-66fc-4e40-a5d6-4b7384bd856d",
- "bankAccount": {
- "bank": "BNP Paribas",
- "IBAN": "FR7630001007941234567890185",
- "account": "12345678901"
}, - "issuerId": "423baf7e-66fc-4e40-a5d6-4b7384bd856d",
- "defaultChainId": "466442583",
- "deployments": [
- {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "chainId": "1"
}
], - "data": {
- "kycTemplateId": "53e059ee-45f0-4335-8c5a-ac2df21b9df3",
- "bypassKycChecks": false,
- "workflowInstanceId": 1662,
- "workflowInstanceState": "deployed"
}, - "assetClasses": [
- "classA",
- "classB",
- "classI"
], - "tokenStates": [
- "locked",
- "reserved",
- "issued",
- "collateral"
], - "totalSupply": 1400500,
- "assetClassesOnChain": [
- {
- "name": "a",
- "totalSupply": 1034000,
- "percentage": 0.24,
- "states": [
- {
- "name": "issued",
- "totalSupply": 100000,
- "erc20Compliant": true,
- "partition": "0x697373756564000000000000636c617373610000000000000000000000000000"
}
]
}
]
}, - "tokenAction": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "Asset instance 423baf7e-66fc-4e40-a5d6-4b7384bd665d initialized successfully"
}
WorkFlowsDigitalAssetController_updateAssetInstance
Request Body schema: application/json
tokenId required | string ID of asset instance, that shall be updated |
wallet required | string Address of wallet to use to create the token (only required if not the default wallet) |
tokenStandard required | string Enum: "BatchBalanceReader" "BatchReader" "BatchTokenIssuer" "ERC20Token" "ERC721Token" "ERC1400ERC20" "ERC1400CertificateNonce" "ERC1400CertificateSalt" "ERC1400HoldableCertificateToken" "ERC1400TokensValidator" "DVPHoldableLockable" Must be a valid token standard: ERC1400HoldableCertificateToken |
name required | string Token name |
symbol required | string Must be a less than 12 characters long |
chainId required | string ID of the chain/network where the token shall be created |
kycTemplateId required | string ID of the KYC template investors that will be applied to investors (leave undefined if no KYC will be requested from investors) |
certificateActivated required | boolean [DEPRECATED - Replaced by certificateType] If set to true, token actions can not be performed without certificates signed by this API (security), thus empowering issuers with strong control capabilities over issued assets, as those can not be transferred without Codefi API |
certificateType required | string Enum: "NONE" "NONCE" "SALT" "NONE_OR_NONCE_OR_SALT" Type of certificate validation. Shall be chosen amongst NONE, NONCE and SALT |
unregulatedERC20transfersActivated required | boolean If set to true, tokens from default partitions can be transferred without restriction, e.g. with unregulated ERC20 transfers |
customExtensionAddress required | string [OPTIONAL] Address of "custom" extension contract, the token contract will be linked to. If undefined, token contract will be linked to "generic" extension contract by default. |
initialOwnerAddress required | string [OPTIONAL] Address, the token contract ownership shall be transferred to. If undefined, token contract will not be transferred (but this can still be done afterwards). |
assetTemplateId required | string ID of asset template |
bypassSecondaryTradeIssuerApproval required | boolean If set 'true', Issuer is not required to approve secondary trade orders |
automateHoldCreation required | boolean If set 'true', tokens/credits will be automatically held on creation of accepted order |
automateSettlement required | boolean If set 'true', tokens/credits will be transferred automatically on payment Confirmation |
automateRetirement required | boolean If set 'true', tokens will be automatically retired on purchase |
automateForceBurn required | Array of arrays If defined, tokens of secondary trade order of defined order side(s) will be automatically burnt after a successful settlement |
initialSupplies required | Array of objects Array of initial supplies to be minted right after asset creation |
data required | object Object to store any additional data (potentially use case related data) |
issuerId required | string id of the issuer who is responsible to review & deploy the asset (only required when the asset is initialized by an investor or underwriter, which is the case for assets of the bi-party or tri-party flow) |
reviewerId required | string id of the reviewer who is responsible to review the asset (only required when the asset is initialized by an underwriter, which is the case in the tri-party flow) |
elementInstances required | Array of objects |
assetClasses required | Array of strings |
Responses
Request samples
- Payload
{- "tokenId": "423baf7e-66fc-4e40-a5d6-4b7384bd665d",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "tokenStandard": "ERC1400HoldableCertificateToken",
- "name": "CodefiToken",
- "symbol": "CODEFI",
- "chainId": "1",
- "kycTemplateId": "b32f6346-53b5-4cc6-a3f3-0012ed5e67a3",
- "certificateActivated": true,
- "certificateType": true,
- "unregulatedERC20transfersActivated": true,
- "customExtensionAddress": "0x0089d53F703f7E0843953D48133f74cE247184c2",
- "initialOwnerAddress": "0x0089d53F703f7E0843953D48133f74cE247184c2",
- "assetTemplateId": "739d619a-36b1-421e-b78e-a1a6573b101a",
- "bypassSecondaryTradeIssuerApproval": true,
- "automateHoldCreation": true,
- "automateSettlement": true,
- "automateRetirement": true,
- "automateForceBurn": true,
- "initialSupplies": [
- {
- "userId": "6935576f-3fa3-4402-bfdb-563134823a26",
- "tokenState": "issued",
- "tokenClass": "classa",
- "quantity": 1000000,
- "forcePrice": 0,
- "data": { },
- "sendNotification": false,
- "workflowInstanceId": 1398,
- "transactionId": "b8cb9c69-0996-4a01-b94e-fe4e8b90dbac",
- "transactionStatus": "validated"
}
], - "data": {
- "kycTemplateId": "53e059ee-45f0-4335-8c5a-ac2df21b9df3",
- "bypassKycChecks": false,
- "exampleKey": "exampleValue"
}, - "issuerId": "string",
- "reviewerId": "string",
- "elementInstances": [
- { }
], - "assetClasses": [
- "string"
]
}
Response samples
- 200
{- "token": {
- "id": "423baf7e-66fc-4e40-a5d6-4b7384bd665d",
- "tenantId": "MQp8....Fa5",
- "name": "TokenName",
- "symbol": "TokenSymbol",
- "defaultDeployment": "0xb76b40231c176cd6435f83153796d1af18b4c9a7",
- "standard": "ERC1400HoldableCertificateToken",
- "picture": "assetImage.png",
- "description": "Shares of a real estate fund",
- "assetTemplateId": "423baf7e-66fc-4e40-a5d6-4b7384bd856d",
- "bankAccount": {
- "bank": "BNP Paribas",
- "IBAN": "FR7630001007941234567890185",
- "account": "12345678901"
}, - "issuerId": "423baf7e-66fc-4e40-a5d6-4b7384bd856d",
- "defaultChainId": "466442583",
- "deployments": [
- {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "chainId": "1"
}
], - "data": {
- "kycTemplateId": "53e059ee-45f0-4335-8c5a-ac2df21b9df3",
- "bypassKycChecks": false,
- "workflowInstanceId": 1662,
- "workflowInstanceState": "deployed"
}, - "assetClasses": [
- "classA",
- "classB",
- "classI"
], - "tokenStates": [
- "locked",
- "reserved",
- "issued",
- "collateral"
], - "totalSupply": 1400500,
- "assetClassesOnChain": [
- {
- "name": "a",
- "totalSupply": 1034000,
- "percentage": 0.24,
- "states": [
- {
- "name": "issued",
- "totalSupply": 100000,
- "erc20Compliant": true,
- "partition": "0x697373756564000000000000636c617373610000000000000000000000000000"
}
]
}
]
}, - "tokenAction": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "Asset instance 423baf7e-66fc-4e40-a5d6-4b7384bd665d updated successfully"
}
WorkFlowsDigitalAssetController_submitAssetInstance
Request Body schema: application/json
tokenId required | string ID of token to be submitted for deployment |
sendNotification required | boolean Send notification flag (if true user need to be notified by mail) |
Responses
Request samples
- Payload
{- "tokenId": "423baf7e-66fc-4e40-a5d6-4b7384bd665d",
- "sendNotification": true
}
Response samples
- 200
{- "token": {
- "id": "423baf7e-66fc-4e40-a5d6-4b7384bd665d",
- "tenantId": "MQp8....Fa5",
- "name": "TokenName",
- "symbol": "TokenSymbol",
- "defaultDeployment": "0xb76b40231c176cd6435f83153796d1af18b4c9a7",
- "standard": "ERC1400HoldableCertificateToken",
- "picture": "assetImage.png",
- "description": "Shares of a real estate fund",
- "assetTemplateId": "423baf7e-66fc-4e40-a5d6-4b7384bd856d",
- "bankAccount": {
- "bank": "BNP Paribas",
- "IBAN": "FR7630001007941234567890185",
- "account": "12345678901"
}, - "issuerId": "423baf7e-66fc-4e40-a5d6-4b7384bd856d",
- "defaultChainId": "466442583",
- "deployments": [
- {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "chainId": "1"
}
], - "data": {
- "kycTemplateId": "53e059ee-45f0-4335-8c5a-ac2df21b9df3",
- "bypassKycChecks": false,
- "workflowInstanceId": 1662,
- "workflowInstanceState": "deployed"
}, - "assetClasses": [
- "classA",
- "classB",
- "classI"
], - "tokenStates": [
- "locked",
- "reserved",
- "issued",
- "collateral"
], - "totalSupply": 1400500,
- "assetClassesOnChain": [
- {
- "name": "a",
- "totalSupply": 1034000,
- "percentage": 0.24,
- "states": [
- {
- "name": "issued",
- "totalSupply": 100000,
- "erc20Compliant": true,
- "partition": "0x697373756564000000000000636c617373610000000000000000000000000000"
}
]
}
]
}, - "tokenAction": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "Asset instance 423baf7e-66fc-4e40-a5d6-4b7384bd665d initialized successfully"
}
WorkFlowsDigitalAssetController_rejectAssetInstance
Request Body schema: application/json
tokenId required | string ID of token to be rejected |
comment required | string Comment, explaining why the asset has been rejected |
sendNotification required | boolean Send notification flag (if true user need to be notified by mail) |
Responses
Request samples
- Payload
{- "tokenId": "423baf7e-66fc-4e40-a5d6-4b7384bd665d",
- "comment": "[\"Project Owner Incorrect\",\"Project Link/ Registry link is incorrect\"]",
- "sendNotification": true
}
Response samples
- 200
{- "token": {
- "id": "423baf7e-66fc-4e40-a5d6-4b7384bd665d",
- "tenantId": "MQp8....Fa5",
- "name": "TokenName",
- "symbol": "TokenSymbol",
- "defaultDeployment": "0xb76b40231c176cd6435f83153796d1af18b4c9a7",
- "standard": "ERC1400HoldableCertificateToken",
- "picture": "assetImage.png",
- "description": "Shares of a real estate fund",
- "assetTemplateId": "423baf7e-66fc-4e40-a5d6-4b7384bd856d",
- "bankAccount": {
- "bank": "BNP Paribas",
- "IBAN": "FR7630001007941234567890185",
- "account": "12345678901"
}, - "issuerId": "423baf7e-66fc-4e40-a5d6-4b7384bd856d",
- "defaultChainId": "466442583",
- "deployments": [
- {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "chainId": "1"
}
], - "data": {
- "kycTemplateId": "53e059ee-45f0-4335-8c5a-ac2df21b9df3",
- "bypassKycChecks": false,
- "workflowInstanceId": 1662,
- "workflowInstanceState": "deployed"
}, - "assetClasses": [
- "classA",
- "classB",
- "classI"
], - "tokenStates": [
- "locked",
- "reserved",
- "issued",
- "collateral"
], - "totalSupply": 1400500,
- "assetClassesOnChain": [
- {
- "name": "a",
- "totalSupply": 1034000,
- "percentage": 0.24,
- "states": [
- {
- "name": "issued",
- "totalSupply": 100000,
- "erc20Compliant": true,
- "partition": "0x697373756564000000000000636c617373610000000000000000000000000000"
}
]
}
]
}, - "tokenAction": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "Asset instance 423baf7e-66fc-4e40-a5d6-4b7384bd665d initialized successfully"
}
WorkFlowsDigitalAssetController_deployAssetInstance
Request Body schema: application/json
tokenId required | string ID of token, that shall be deployed |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "tokenId": "423baf7e-66fc-4e40-a5d6-4b7384bd665d",
- "sendNotification": true
}
Response samples
- 202
{- "token": {
- "id": "423baf7e-66fc-4e40-a5d6-4b7384bd665d",
- "tenantId": "MQp8....Fa5",
- "name": "TokenName",
- "symbol": "TokenSymbol",
- "defaultDeployment": "0xb76b40231c176cd6435f83153796d1af18b4c9a7",
- "standard": "ERC1400HoldableCertificateToken",
- "picture": "assetImage.png",
- "description": "Shares of a real estate fund",
- "assetTemplateId": "423baf7e-66fc-4e40-a5d6-4b7384bd856d",
- "bankAccount": {
- "bank": "BNP Paribas",
- "IBAN": "FR7630001007941234567890185",
- "account": "12345678901"
}, - "issuerId": "423baf7e-66fc-4e40-a5d6-4b7384bd856d",
- "defaultChainId": "466442583",
- "deployments": [
- {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "chainId": "1"
}
], - "data": {
- "kycTemplateId": "53e059ee-45f0-4335-8c5a-ac2df21b9df3",
- "bypassKycChecks": false,
- "workflowInstanceId": 1662,
- "workflowInstanceState": "deployed"
}, - "assetClasses": [
- "classA",
- "classB",
- "classI"
], - "tokenStates": [
- "locked",
- "reserved",
- "issued",
- "collateral"
], - "totalSupply": 1400500,
- "assetClassesOnChain": [
- {
- "name": "a",
- "totalSupply": 1034000,
- "percentage": 0.24,
- "states": [
- {
- "name": "issued",
- "totalSupply": 100000,
- "erc20Compliant": true,
- "partition": "0x697373756564000000000000636c617373610000000000000000000000000000"
}
]
}
]
}, - "tokenAction": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "updated": true,
- "transactionId": "b8cb9c69-0996-4a01-b94e-fe4e8b90dbac",
- "message": "Asset 423baf7e-66fc-4e40-a5d6-4b7384bd665d deployed successfully"
}
WorkFlowsDigitalAssetController_offerLockedTokens
Request Body schema: application/json
idempotencyKey required | string [OPTIONAL] Idempotency key (shall be unique and generated on client side), used to ensure object is not created twice |
tokenId required | string ID of token, that shall be offered to the investor |
investorId required | string ID of investor, token shall be offered to |
quantity required | number Quantity of token, that shall be offered |
assetClass required | string Asset class of token, that shall be offered |
forcePrice required | number Optional parameter to force the price of the operation. If not defined, price will be set automatically, based on NAV value (recommended). |
data required | object Object to store any additional data (potentially use case related data) |
Responses
Request samples
- Payload
{- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "tokenId": "423baf7e-66fc-4e40-a5d6-4b7384bd665d",
- "investorId": "3611ab62-94a9-4782-890f-221a64518c83",
- "quantity": 10000,
- "assetClass": "classA",
- "forcePrice": 10,
- "data": { }
}
Response samples
- 202
{- "tokenAction": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "created": true,
- "transactionId": "b8cb9c69-0996-4a01-b94e-fe4e8b90dbac",
- "message": "Creation of 10000 locked token(s) (pre-issuance), for investor 3611ab62-94a9-4782-890f-221a64518c83, has been successfully requested (transaction sent)"
}
WorkFlowsDigitalAssetController_distributeLockedTokens
Request Body schema: application/json
tokenActionId required | string ID of workflow instance, that shall be updated |
vehicleId required | string ID of investor's vehicle, token shall be distributed to (by the investor) |
quantity required | number Quantity of token, that shall be distributed |
data required | object Object to store any additional data (potentially use case related data) |
Responses
Request samples
- Payload
{- "tokenActionId": 1398,
- "vehicleId": "3611ab62-94a9-4782-890f-221a64518c83",
- "quantity": 10000,
- "data": { }
}
Response samples
- 202
{- "tokenAction1": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "tokenAction2": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "updated": true,
- "transactionId": "b8cb9c69-0996-4a01-b94e-fe4e8b90dbac",
- "message": "Distribution of 10000 locked token(s) (pre-issuance), from investor 3611ab62-94a9-4782-890f-221a64518c83, to vehicle 3611ab62-94a9-4782-890f-221a64518c83, has been successfully requested (transaction sent)"
}
WorkFlowsDigitalAssetController_createUnlockedTokens
Request Body schema: application/json
idempotencyKey required | string [OPTIONAL] Idempotency key (shall be unique and generated on client side), used to ensure object is not created twice |
tokenId required | string ID of token, that shall be created for the investor |
investorId required | string ID of investor, token shall be created for |
quantity required | number Quantity of token, that shall be created |
assetClass required | string Asset class of token, that shall be created |
forcePrice required | number Optional parameter to force the price of the operation. If not defined, price will be set automatically, based on NAV value (recommended). |
data required | object Object to store any additional data (potentially use case related data) |
Responses
Request samples
- Payload
{- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "tokenId": "423baf7e-66fc-4e40-a5d6-4b7384bd665d",
- "investorId": "3611ab62-94a9-4782-890f-221a64518c83",
- "quantity": 10000,
- "assetClass": "classA",
- "forcePrice": 10,
- "data": { }
}
Response samples
- 202
{- "tokenAction": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "created": true,
- "transactionId": "b8cb9c69-0996-4a01-b94e-fe4e8b90dbac",
- "message": "Creation of 10000 locked token(s), for investor 3611ab62-94a9-4782-890f-221a64518c83, has been successfully requested (transaction sent)"
}
WorkFlowsDigitalAssetController_createLockedTokens
Request Body schema: application/json
idempotencyKey required | string [OPTIONAL] Idempotency key (shall be unique and generated on client side), used to ensure object is not created twice |
tokenId required | string ID of token, that shall be created for the investor |
investorId required | string ID of investor, token shall be created for |
quantity required | number Quantity of token, that shall be created |
assetClass required | string Asset class of token, that shall be created |
forcePrice required | number Optional parameter to force the price of the operation. If not defined, price will be set automatically, based on NAV value (recommended). |
data required | object Object to store any additional data (potentially use case related data) |
Responses
Request samples
- Payload
{- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "tokenId": "423baf7e-66fc-4e40-a5d6-4b7384bd665d",
- "investorId": "3611ab62-94a9-4782-890f-221a64518c83",
- "quantity": 10000,
- "assetClass": "classA",
- "forcePrice": 10,
- "data": { }
}
Response samples
- 202
{- "tokenAction": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "created": true,
- "transactionId": "b8cb9c69-0996-4a01-b94e-fe4e8b90dbac",
- "message": "Creation of 10000 locked token(s), for investor 3611ab62-94a9-4782-890f-221a64518c83, has been successfully requested (transaction sent)"
}
WorkFlowsDigitalAssetController_reserveLockedTokens
Request Body schema: application/json
tokenActionId required | string ID of workflow instance, that shall be updated |
quantity required | number Quantity of tokens to reserve |
documentId required | string ID of legal agreement, that got signed by the investor to reserve tokens |
Responses
Request samples
- Payload
{- "tokenActionId": 1398,
- "quantity": 10000,
- "documentId": "3611ab62-94a9-4782-890f-221a64518c83"
}
Response samples
- 202
{- "tokenAction": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "updated": true,
- "transactionId": "b8cb9c69-0996-4a01-b94e-fe4e8b90dbac",
- "message": "Reservation of 10000 locked token(s), for investor 3611ab62-94a9-4782-890f-221a64518c83, has been successfully requested (transaction sent)"
}
WorkFlowsDigitalAssetController_releaseReservedTokens
Request Body schema: application/json
tokenActionId required | string ID of workflow instance, that shall be updated |
Responses
Request samples
- Payload
{- "tokenActionId": 1398
}
Response samples
- 202
{- "tokenAction": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "updated": true,
- "transactionId": "b8cb9c69-0996-4a01-b94e-fe4e8b90dbac",
- "message": "Release of 10000 reserved token(s), for investor 3611ab62-94a9-4782-890f-221a64518c83, has been successfully requested (transaction sent)"
}
WorkFlowsDigitalAssetController_destroyUnreservedTokens
Request Body schema: application/json
tokenActionId required | string ID of workflow instance, that shall be updated |
Responses
Request samples
- Payload
{- "tokenActionId": 1398
}
Response samples
- 202
{- "tokenAction": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "updated": true,
- "transactionId": "b8cb9c69-0996-4a01-b94e-fe4e8b90dbac",
- "message": "Destruction of 10000 unreserved token(s), for investor 3611ab62-94a9-4782-890f-221a64518c83, has been successfully requested (transaction sent)"
}
WorkFlowsDigitalAssetController_sendNotaryReceipt
Request Body schema: application/json
tokenActionId required | string ID of workflow instance, that shall be updated |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "tokenActionId": 1398,
- "sendNotification": true
}
Response samples
- 200
{- "tokenAction": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ACTION",
- "name": "mint",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 10000,
- "price": 10,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "executed",
- "data": {
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "executed",
- "transaction": {
- "executed": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "updated": true,
- "message": "Notary receipt successfully sent for action #1398, already 60 blocks past since transaction validation"
}
WorkFlowsDigitalAssetController_createEvents
Request Body schema: application/json
idempotencyKey required | string [OPTIONAL] Idempotency key (shall be unique and generated on client side), used to ensure object is not created twice |
tokenId required | string ID of token, issuer wants to create a event for |
assetClass required | string Asset class of token, issuer wants to create a event for |
eventType required | string Enum: "COUPON" "REDEMPTION" Type of event (COUPON | REDEMPTION) |
settlementDate required | string <date-time> Settlement date for event that issuer wants to create |
amount required | string Amount for event that issuer wants to create |
data required | object Object to store any additional data (potentially use case related data) |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "tokenId": 1398,
- "assetClass": "classA",
- "eventType": "COUPON",
- "settlementDate": "1990-09-19T08:24:00.000Z",
- "amount": 10,
- "data": {
- "kycTemplateId": "53e059ee-45f0-4335-8c5a-ac2df21b9df3",
- "bypassKycChecks": false,
- "exampleKey": "exampleValue"
}, - "sendNotification": true
}
Response samples
- 201
{- "event": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "EVENT",
- "name": "createEvent",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 13,
- "quantity": 0,
- "price": 0,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "scheduled",
- "data": {
- "eventType": "COUPON",
- "nextStatus": "settled",
- "amount": 10,
- "settlementDate": "1990-09-19T08:24:00.000Z"
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "created": true,
- "message": "Event 1398 created successfully"
}
WorkFlowsDigitalAssetController_settleEvent
Request Body schema: application/json
eventId required | string ID of event, which shall be settled |
investorsId required | Array of strings IDs of investors, for which issuer settle events |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "eventId": 1398,
- "investorsId": "3611ab62-94a9-4782-890f-221a64518c83",
- "sendNotification": true
}
Response samples
- 200
{- "event": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "EVENT",
- "name": "createEvent",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 13,
- "quantity": 0,
- "price": 0,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "scheduled",
- "data": {
- "eventType": "COUPON",
- "nextStatus": "settled",
- "amount": 10,
- "settlementDate": "1990-09-19T08:24:00.000Z"
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "updated": true,
- "message": "Settle of COUPON event is successful"
}
WorkFlowsDigitalAssetController_cancelEvent
Request Body schema: application/json
eventId required | string ID of event, which shall be settled |
investorsId required | Array of strings IDs of investors, for which issuer settle events |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "eventId": 1398,
- "investorsId": "3611ab62-94a9-4782-890f-221a64518c83",
- "sendNotification": true
}
Response samples
- 200
{- "event": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "EVENT",
- "name": "createEvent",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 13,
- "quantity": 0,
- "price": 0,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "scheduled",
- "data": {
- "eventType": "COUPON",
- "nextStatus": "settled",
- "amount": 10,
- "settlementDate": "1990-09-19T08:24:00.000Z"
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "updated": true,
- "message": "Event 1398 updated successfully (event cancelled)"
}
OfferController_listAllOffers
query Parameters
offset required | number >= 0 Index of first offer to fetch |
limit required | number <= 50 Example: limit=100 Max amount of offers to fetch |
issuerId required | string Example: issuerId=3611ab62-94a9-4782-890f-221a64518c83 ID of issuer, offers list shall be filtered for |
tokenId required | string Example: tokenId=423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token, offers list shall be filtered for |
assetClass required | string Example: assetClass=default Asset class of token, offers list shall be filtered for |
withAssetData required | boolean Example: withAssetData=true If set 'true', asset data of the token of the specified offer are retrieved as well |
tokenIds required | string Example: tokenIds=["423baf7e-66fc-4e40-a5d6-4b7384bd665d"] Filter parameter to retrieve offers of specific tokens. The parameter shall be a stringified array of tokenIds. |
states required | string Example: states=["subscribed"] Filter parameter to retrieve offers with specific states. The parameter shall be a stringified array of states. |
functionNames required | string Example: functionNames=["createOffer"] Filter parameter to retrieve offers with specific function names. The parameter shall be a stringified array of functionNames. |
userIds required | string Example: userIds=["3611ab62-94a9-4782-890f-221a64518c83"] Filter parameter to retrieve offers of specific users. The parameter shall be a stringified array of userIds. |
dates required | string Example: dates=["Sun Dec 17 1995"] Filter parameter to retrieve offers of specific dates. The parameter shall be a stringified array of dates. |
Responses
Response samples
- 200
{- "offers": [
- {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "OFFER",
- "name": "createOffer",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "default",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 11,
- "quantity": 10000,
- "price": 0,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "subscribed",
- "data": {
- "offerStatus": "OPEN",
- "enableAtPriceOrder": true,
- "enableBidPriceOrder": true,
- "enableNegotiation": true,
- "automateRetirement": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}
], - "count": 3,
- "total": 543,
- "message": "Offers listed successfully, filtered for token 423baf7e-66fc-4e40-a5d6-4b7384bd665d"
}
OfferController_retrieveOffer
path Parameters
offerIndex required | number Example: 3491 Index of offer to retrieve |
query Parameters
withAssetData required | boolean Example: withAssetData=true If set 'true', asset data of the token of the specified offer are retrieved as well |
Responses
Response samples
- 200
{- "offer": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "OFFER",
- "name": "createOffer",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "default",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 11,
- "quantity": 10000,
- "price": 0,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "subscribed",
- "data": {
- "offerStatus": "OPEN",
- "enableAtPriceOrder": true,
- "enableBidPriceOrder": true,
- "enableNegotiation": true,
- "automateRetirement": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "Offer with index id retrieved successfully"
}
OrderController_listAllOrders
query Parameters
offset required | number >= 0 Index of first order to fetch |
limit required | number <= 50 Example: limit=100 Max amount of orders to fetch |
tokenId required | string Example: tokenId=423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token, orders list shall be filtered for |
assetClass required | string Example: assetClass=classA Asset class of token, orders list shall be filtered for |
tokenIds required | string Example: tokenIds=["423baf7e-66fc-4e40-a5d6-4b7384bd665d"] Filter parameter to retrieve orders of specific tokens. The parameter shall be a stringified array of tokenIds. |
states required | string Example: states=["subscribed"] Filter parameter to retrieve orders with specific states. The parameter shall be a stringified array of states. |
functionNames required | string Example: functionNames=["createPrimaryTradeOrder"] Filter parameter to retrieve orders with specific function names. The parameter shall be a stringified array of functionNames. |
userIds required | string Example: userIds=["3611ab62-94a9-4782-890f-221a64518c83"] Filter parameter to retrieve orders of specific users. The parameter shall be a stringified array of userIds. |
dates required | string Example: dates=["Sun Dec 17 1995"] Filter parameter to retrieve orders of specific dates. The parameter shall be a stringified array of dates. |
Responses
Response samples
- 200
{- "orders": [
- {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ORDER",
- "name": "createPrimaryTradeOrder",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 11,
- "quantity": 10000,
- "price": 0,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "subscribed",
- "data": {
- "type": "QUANTITY",
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "settled",
- "transaction": {
- "settled": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false,
- "automateRetirement": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}
], - "count": 3,
- "total": 543,
- "message": "Orders listed successfully for user 3611ab62-94a9-4782-890f-221a64518c83, filtered for token 423baf7e-66fc-4e40-a5d6-4b7384bd665d"
}
OrderController_retrieveOrder
path Parameters
orderIndex required | number Example: 3491 Index of order to retrieve |
Responses
Response samples
- 200
{- "order": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "ORDER",
- "name": "createPrimaryTradeOrder",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 11,
- "quantity": 10000,
- "price": 0,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "subscribed",
- "data": {
- "type": "QUANTITY",
- "walletUsed": {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}, - "nextStatus": "settled",
- "transaction": {
- "settled": {
- "status": "validated",
- "transactionId": "170b5c21-9bf7-42f6-90f7-33ead9883d34"
}
}, - "isLedgerTx": false,
- "automateRetirement": false
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "Order with index id retrieved successfully"
}
KYCWorkflowIssuerRelatedController_inviteForIssuerAsReviewer
Request Body schema: application/json
submitterId required | string ID of submitter (investor, underwriter, etc.), who shall be invited |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83"
}
Response samples
- 201
{- "link": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "newLink": true,
- "message": "User 3611ab62-94a9-4782-890f-221a64518c83 successfully invited to provide KYC elements for issuer 3611ab62-94a9-4782-890f-221a64518c83"
}
KYCWorkflowIssuerRelatedController_inviteForIssuerAsUnderwriter
Request Body schema: application/json
submitterId required | string ID of submitter (investor, underwriter, etc.), who shall be invited |
issuerId required | string ID of issuer, KYC shall be submitted for |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "issuerId": "3611ab62-94a9-4782-890f-221a64518c83"
}
Response samples
- 201
{- "link": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "newLink": true,
- "message": "User 3611ab62-94a9-4782-890f-221a64518c83 successfully invited to provide KYC elements for issuer 3611ab62-94a9-4782-890f-221a64518c83"
}
KYCWorkflowIssuerRelatedController_inviteForIssuerAsBroker
Request Body schema: application/json
submitterId required | string ID of submitter (investor, underwriter, etc.), who shall be invited |
issuerId required | string ID of issuer, KYC shall be submitted for |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "issuerId": "3611ab62-94a9-4782-890f-221a64518c83"
}
Response samples
- 201
{- "link": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "newLink": true,
- "message": "User 3611ab62-94a9-4782-890f-221a64518c83 successfully invited to provide KYC elements for issuer 3611ab62-94a9-4782-890f-221a64518c83"
}
KYCWorkflowIssuerRelatedController_submitForIssuer
Request Body schema: application/json
issuerId required | string ID of issuer, KYC shall be submitted for |
elements required | Array of strings Array of KYC element instances to submit |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "issuerId": "3611ab62-94a9-4782-890f-221a64518c83",
- "elements": [
- {
- "elementKey": "firstName_natural",
- "value": [
- "John"
], - "data": { }
}
], - "sendNotification": true
}
Response samples
- 200
{- "link": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "Issuer-related KYC successfully submitted by user 3611ab62-94a9-4782-890f-221a64518c83 for issuer 3611ab62-94a9-4782-890f-221a64518c83"
}
KYCWorkflowIssuerRelatedController_reviewForIssuerAsReviewer
Request Body schema: application/json
submitterId required | string ID of submitter (investor, underwriter, etc.), whom KYC shall be reviewed |
validations required | Array of strings Array of KYC element reviews to submit |
clientCategory required | string Enum: "ELIGIBLE_COUNTER_PARTIES" "PROFESSIONAL_CLIENTS" "RETAIL_CUSTOMERS" Client category (assessed by reviewer) |
riskProfile required | string Enum: "CONSERVATIVE" "MODERATE" "BALANCED" "DYNAMIC" "AGGRESSIVE" Client risk profile (assessed by reviewer) |
validityDate required | string <date-time> Validity date |
comment required | string Comment provided by the reviewer, to indicate why the submitter has been validated/rejected |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "validations": [
- {
- "reviewId": "882f3058-2d42-4c0c-8987-ea586821af63",
- "status": "REJECTED",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "comment": "Validity date is past, please re-submit this document"
}
], - "clientCategory": "PROFESSIONAL_CLIENTS",
- "riskProfile": "MODERATE",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "comment": "Validity date is past, please re-submit this document",
- "sendNotification": true
}
Response samples
- 200
{- "link": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "Issuer-related successfully validated by user 3611ab62-94a9-4782-890f-221a64518c83 for issuer 3611ab62-94a9-4782-890f-221a64518c83"
}
KYCWorkflowIssuerRelatedController_reviewForIssuerAsVerifier
Request Body schema: application/json
submitterId required | string ID of submitter (investor, underwriter, etc.), whom KYC shall be reviewed |
validations required | Array of strings Array of KYC element reviews to submit |
clientCategory required | string Enum: "ELIGIBLE_COUNTER_PARTIES" "PROFESSIONAL_CLIENTS" "RETAIL_CUSTOMERS" Client category (assessed by reviewer) |
riskProfile required | string Enum: "CONSERVATIVE" "MODERATE" "BALANCED" "DYNAMIC" "AGGRESSIVE" Client risk profile (assessed by reviewer) |
validityDate required | string <date-time> Validity date |
comment required | string Comment provided by the reviewer, to indicate why the submitter has been validated/rejected |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
issuerId required | string ID of issuer, KYC shall be reviewed for |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "validations": [
- {
- "reviewId": "882f3058-2d42-4c0c-8987-ea586821af63",
- "status": "REJECTED",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "comment": "Validity date is past, please re-submit this document"
}
], - "clientCategory": "PROFESSIONAL_CLIENTS",
- "riskProfile": "MODERATE",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "comment": "Validity date is past, please re-submit this document",
- "sendNotification": true,
- "issuerId": "3611ab62-94a9-4782-890f-221a64518c83"
}
Response samples
- 200
{- "link": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "Issuer-related successfully validated by user 3611ab62-94a9-4782-890f-221a64518c83 for issuer 3611ab62-94a9-4782-890f-221a64518c83"
}
KYCWorkflowIssuerRelatedController_reviewForIssuerAsUnderwriter
Request Body schema: application/json
submitterId required | string ID of submitter (investor, underwriter, etc.), whom KYC shall be reviewed |
validations required | Array of strings Array of KYC element reviews to submit |
clientCategory required | string Enum: "ELIGIBLE_COUNTER_PARTIES" "PROFESSIONAL_CLIENTS" "RETAIL_CUSTOMERS" Client category (assessed by reviewer) |
riskProfile required | string Enum: "CONSERVATIVE" "MODERATE" "BALANCED" "DYNAMIC" "AGGRESSIVE" Client risk profile (assessed by reviewer) |
validityDate required | string <date-time> Validity date |
comment required | string Comment provided by the reviewer, to indicate why the submitter has been validated/rejected |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
issuerId required | string ID of issuer, KYC shall be reviewed for |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "validations": [
- {
- "reviewId": "882f3058-2d42-4c0c-8987-ea586821af63",
- "status": "REJECTED",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "comment": "Validity date is past, please re-submit this document"
}
], - "clientCategory": "PROFESSIONAL_CLIENTS",
- "riskProfile": "MODERATE",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "comment": "Validity date is past, please re-submit this document",
- "sendNotification": true,
- "issuerId": "3611ab62-94a9-4782-890f-221a64518c83"
}
Response samples
- 200
{- "link": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "Issuer-related successfully validated by user 3611ab62-94a9-4782-890f-221a64518c83 for issuer 3611ab62-94a9-4782-890f-221a64518c83"
}
KYCWorkflowIssuerRelatedController_reviewForIssuerAsBroker
Request Body schema: application/json
submitterId required | string ID of submitter (investor, underwriter, etc.), whom KYC shall be reviewed |
validations required | Array of strings Array of KYC element reviews to submit |
clientCategory required | string Enum: "ELIGIBLE_COUNTER_PARTIES" "PROFESSIONAL_CLIENTS" "RETAIL_CUSTOMERS" Client category (assessed by reviewer) |
riskProfile required | string Enum: "CONSERVATIVE" "MODERATE" "BALANCED" "DYNAMIC" "AGGRESSIVE" Client risk profile (assessed by reviewer) |
validityDate required | string <date-time> Validity date |
comment required | string Comment provided by the reviewer, to indicate why the submitter has been validated/rejected |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
issuerId required | string ID of issuer, KYC shall be reviewed for |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "validations": [
- {
- "reviewId": "882f3058-2d42-4c0c-8987-ea586821af63",
- "status": "REJECTED",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "comment": "Validity date is past, please re-submit this document"
}
], - "clientCategory": "PROFESSIONAL_CLIENTS",
- "riskProfile": "MODERATE",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "comment": "Validity date is past, please re-submit this document",
- "sendNotification": true,
- "issuerId": "3611ab62-94a9-4782-890f-221a64518c83"
}
Response samples
- 200
{- "link": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "Issuer-related successfully validated by user 3611ab62-94a9-4782-890f-221a64518c83 for issuer 3611ab62-94a9-4782-890f-221a64518c83"
}
KYCWorkflowIssuerRelatedController_allowListUserForIssuerAsReviewer
Request Body schema: application/json
submitterId required | string ID of submitter(investor, underwriter, etc.), who shall be allowListed |
clientCategory required | string Enum: "ELIGIBLE_COUNTER_PARTIES" "PROFESSIONAL_CLIENTS" "RETAIL_CUSTOMERS" Client category (assessed by issuer) |
riskProfile required | string Enum: "CONSERVATIVE" "MODERATE" "BALANCED" "DYNAMIC" "AGGRESSIVE" Client risk profile (assessed by issuer) |
validityDate required | string <date-time> Validity date |
comment required | string Comment provided by the issuer, to indicate why the submitter has been validated/rejected |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "clientCategory": "PROFESSIONAL_CLIENTS",
- "riskProfile": "MODERATE",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "comment": "Validity date is past, please re-submit this document",
- "sendNotification": true
}
Response samples
- 201
{- "link": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "newLink": true,
- "message": "User 3611ab62-94a9-4782-890f-221a64518c83 successfully allowListed for issuer 3611ab62-94a9-4782-890f-221a64518c83"
}
KYCWorkflowIssuerRelatedController_allowListUserForIssuerAsVerifier
Request Body schema: application/json
submitterId required | string ID of submitter(investor, underwriter, etc.), who shall be allowListed |
clientCategory required | string Enum: "ELIGIBLE_COUNTER_PARTIES" "PROFESSIONAL_CLIENTS" "RETAIL_CUSTOMERS" Client category (assessed by issuer) |
riskProfile required | string Enum: "CONSERVATIVE" "MODERATE" "BALANCED" "DYNAMIC" "AGGRESSIVE" Client risk profile (assessed by issuer) |
validityDate required | string <date-time> Validity date |
comment required | string Comment provided by the issuer, to indicate why the submitter has been validated/rejected |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
issuerId required | string ID of issuer, KYC shall be validated for |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "clientCategory": "PROFESSIONAL_CLIENTS",
- "riskProfile": "MODERATE",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "comment": "Validity date is past, please re-submit this document",
- "sendNotification": true,
- "issuerId": "3611ab62-94a9-4782-890f-221a64518c83"
}
Response samples
- 201
{- "link": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "newLink": true,
- "message": "User 3611ab62-94a9-4782-890f-221a64518c83 successfully allowListed for issuer 3611ab62-94a9-4782-890f-221a64518c83"
}
KYCWorkflowIssuerRelatedController_allowListUserForIssuerAsUnderwriter
Request Body schema: application/json
submitterId required | string ID of submitter(investor, underwriter, etc.), who shall be allowListed |
clientCategory required | string Enum: "ELIGIBLE_COUNTER_PARTIES" "PROFESSIONAL_CLIENTS" "RETAIL_CUSTOMERS" Client category (assessed by issuer) |
riskProfile required | string Enum: "CONSERVATIVE" "MODERATE" "BALANCED" "DYNAMIC" "AGGRESSIVE" Client risk profile (assessed by issuer) |
validityDate required | string <date-time> Validity date |
comment required | string Comment provided by the issuer, to indicate why the submitter has been validated/rejected |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
issuerId required | string ID of issuer, KYC shall be validated for |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "clientCategory": "PROFESSIONAL_CLIENTS",
- "riskProfile": "MODERATE",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "comment": "Validity date is past, please re-submit this document",
- "sendNotification": true,
- "issuerId": "3611ab62-94a9-4782-890f-221a64518c83"
}
Response samples
- 201
{- "link": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "newLink": true,
- "message": "User 3611ab62-94a9-4782-890f-221a64518c83 successfully allowListed for issuer 3611ab62-94a9-4782-890f-221a64518c83"
}
KYCWorkflowIssuerRelatedController_allowListUserForIssuerAsBroker
Request Body schema: application/json
submitterId required | string ID of submitter(investor, underwriter, etc.), who shall be allowListed |
clientCategory required | string Enum: "ELIGIBLE_COUNTER_PARTIES" "PROFESSIONAL_CLIENTS" "RETAIL_CUSTOMERS" Client category (assessed by issuer) |
riskProfile required | string Enum: "CONSERVATIVE" "MODERATE" "BALANCED" "DYNAMIC" "AGGRESSIVE" Client risk profile (assessed by issuer) |
validityDate required | string <date-time> Validity date |
comment required | string Comment provided by the issuer, to indicate why the submitter has been validated/rejected |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
issuerId required | string ID of issuer, KYC shall be validated for |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "clientCategory": "PROFESSIONAL_CLIENTS",
- "riskProfile": "MODERATE",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "comment": "Validity date is past, please re-submit this document",
- "sendNotification": true,
- "issuerId": "3611ab62-94a9-4782-890f-221a64518c83"
}
Response samples
- 201
{- "link": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "newLink": true,
- "message": "User 3611ab62-94a9-4782-890f-221a64518c83 successfully allowListed for issuer 3611ab62-94a9-4782-890f-221a64518c83"
}
KYCWorkflowIssuerRelatedController_retrieveUserIssuerLink
query Parameters
submitterId required | string Example: submitterId=3611ab62-94a9-4782-890f-221a64518c83 ID of submitter(investor, underwriter, etc.) |
issuerId required | string Example: issuerId=3611ab62-94a9-4782-890f-221a64518c83 ID of issuer |
Responses
Response samples
- 200
{- "link": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "Link between user 3611ab62-94a9-4782-890f-221a64518c83 and issuer 3611ab62-94a9-4782-890f-221a64518c83 retrieved successfully"
}
KYCWorkflowIssuerRelatedController_unvalidateUserForIssuerAsReviewer
Request Body schema: application/json
submitterId required | string ID of submitter(investor, underwriter, etc.) |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "sendNotification": true
}
Response samples
- 200
{- "links": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "User 3611ab62-94a9-4782-890f-221a64518c83 unvalidated successfully for issuer 3611ab62-94a9-4782-890f-221a64518c83"
}
KYCWorkflowIssuerRelatedController_unvalidateUserForIssuerAsVerifier
Request Body schema: application/json
submitterId required | string ID of submitter(investor, underwriter, etc.) |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
issuerId required | string ID of issuer, KYC shall be unvalidated for |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "sendNotification": true,
- "issuerId": "3611ab62-94a9-4782-890f-221a64518c83"
}
Response samples
- 200
{- "links": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "User 3611ab62-94a9-4782-890f-221a64518c83 unvalidated successfully for issuer 3611ab62-94a9-4782-890f-221a64518c83"
}
KYCWorkflowIssuerRelatedController_unvalidateUserForIssuerAsUnderwriter
Request Body schema: application/json
submitterId required | string ID of submitter(investor, underwriter, etc.) |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
issuerId required | string ID of issuer, KYC shall be unvalidated for |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "sendNotification": true,
- "issuerId": "3611ab62-94a9-4782-890f-221a64518c83"
}
Response samples
- 200
{- "links": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "User 3611ab62-94a9-4782-890f-221a64518c83 unvalidated successfully for issuer 3611ab62-94a9-4782-890f-221a64518c83"
}
KYCWorkflowIssuerRelatedController_unvalidateUserForIssuerAsBroker
Request Body schema: application/json
submitterId required | string ID of submitter(investor, underwriter, etc.) |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
issuerId required | string ID of issuer, KYC shall be unvalidated for |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "sendNotification": true,
- "issuerId": "3611ab62-94a9-4782-890f-221a64518c83"
}
Response samples
- 200
{- "links": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "User 3611ab62-94a9-4782-890f-221a64518c83 unvalidated successfully for issuer 3611ab62-94a9-4782-890f-221a64518c83"
}
KYCWorkflowIssuerRelatedController_rejectUserForIssuerAsReviewer
Request Body schema: application/json
submitterId required | string ID of submitter(investor, underwriter, etc.) |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "sendNotification": true
}
Response samples
- 200
{- "links": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "User 3611ab62-94a9-4782-890f-221a64518c83 unvalidated successfully for issuer 3611ab62-94a9-4782-890f-221a64518c83"
}
KYCWorkflowIssuerRelatedController_rejectUserForIssuerAsVerifier
Request Body schema: application/json
submitterId required | string ID of submitter(investor, underwriter, etc.) |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
issuerId required | string ID of issuer, KYC shall be unvalidated for |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "sendNotification": true,
- "issuerId": "3611ab62-94a9-4782-890f-221a64518c83"
}
Response samples
- 200
{- "links": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "User 3611ab62-94a9-4782-890f-221a64518c83 unvalidated successfully for issuer 3611ab62-94a9-4782-890f-221a64518c83"
}
KYCWorkflowIssuerRelatedController_rejectUserForIssuerAsUnderwriter
Request Body schema: application/json
submitterId required | string ID of submitter(investor, underwriter, etc.) |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
issuerId required | string ID of issuer, KYC shall be unvalidated for |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "sendNotification": true,
- "issuerId": "3611ab62-94a9-4782-890f-221a64518c83"
}
Response samples
- 200
{- "links": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "User 3611ab62-94a9-4782-890f-221a64518c83 unvalidated successfully for issuer 3611ab62-94a9-4782-890f-221a64518c83"
}
KYCWorkflowIssuerRelatedController_rejectUserForIssuerAsBroker
Request Body schema: application/json
submitterId required | string ID of submitter(investor, underwriter, etc.) |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
issuerId required | string ID of issuer, KYC shall be unvalidated for |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "sendNotification": true,
- "issuerId": "3611ab62-94a9-4782-890f-221a64518c83"
}
Response samples
- 200
{- "links": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "User 3611ab62-94a9-4782-890f-221a64518c83 unvalidated successfully for issuer 3611ab62-94a9-4782-890f-221a64518c83"
}
KYCWorkflowIssuerRelatedController_deleteUserTokenLinkAsReviewer
Request Body schema: application/json
submitterId required | string ID of submitter(investor, underwriter, etc.), who shall be deleted from issuer |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83"
}
Response samples
- 200
{- "deletedElementReviews": [
- "d9558f63-4457-4393-9785-45bbda8e5c6c",
- "2fc73d9d-186d-496c-843c-3c7a13d3dc23"
], - "deletedTemplateReviews": [
- "5056f94d-e080-4ef2-ac46-9ec5b450bce7"
], - "message": "User 3611ab62-94a9-4782-890f-221a64518c83 unlinked successfully from issuer 3611ab62-94a9-4782-890f-221a64518c83"
}
KYCWorkflowIssuerRelatedController_deleteUserTokenLinkAsUnderwriter
Request Body schema: application/json
submitterId required | string ID of submitter(investor, underwriter, etc.), who shall be deleted from issuer |
issuerId required | string ID of issuer, KYC is submitted for |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "issuerId": "3611ab62-94a9-4782-890f-221a64518c83"
}
Response samples
- 200
{- "deletedElementReviews": [
- "d9558f63-4457-4393-9785-45bbda8e5c6c",
- "2fc73d9d-186d-496c-843c-3c7a13d3dc23"
], - "deletedTemplateReviews": [
- "5056f94d-e080-4ef2-ac46-9ec5b450bce7"
], - "message": "User 3611ab62-94a9-4782-890f-221a64518c83 unlinked successfully from issuer 3611ab62-94a9-4782-890f-221a64518c83"
}
KYCWorkflowIssuerRelatedController_deleteUserTokenLinkAsBroker
Request Body schema: application/json
submitterId required | string ID of submitter(investor, underwriter, etc.), who shall be deleted from issuer |
issuerId required | string ID of issuer, KYC is submitted for |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "issuerId": "3611ab62-94a9-4782-890f-221a64518c83"
}
Response samples
- 200
{- "deletedElementReviews": [
- "d9558f63-4457-4393-9785-45bbda8e5c6c",
- "2fc73d9d-186d-496c-843c-3c7a13d3dc23"
], - "deletedTemplateReviews": [
- "5056f94d-e080-4ef2-ac46-9ec5b450bce7"
], - "message": "User 3611ab62-94a9-4782-890f-221a64518c83 unlinked successfully from issuer 3611ab62-94a9-4782-890f-221a64518c83"
}
KYCWorkflowTokenRelatedController_inviteForTokenAsReviewer
Request Body schema: application/json
submitterId required | string ID of submitter (investor, underwriter, etc.), who shall be invited |
tokenId required | string ID of token, KYC shall be submitted for |
assetClass required | string Asset class of token, KYC shall be submitted for |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "tokenId": "423baf7e-66fc-4e40-a5d6-4b7384bd665d",
- "assetClass": "classa"
}
Response samples
- 201
{- "link": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "newLink": true,
- "message": "User 3611ab62-94a9-4782-890f-221a64518c83 successfully invited to provide KYC elements for token 423baf7e-66fc-4e40-a5d6-4b7384bd665d"
}
KYCWorkflowTokenRelatedController_inviteForTokenAsUnderwriter
Request Body schema: application/json
submitterId required | string ID of submitter (investor, underwriter, etc.), who shall be invited |
tokenId required | string ID of token, KYC shall be submitted for |
assetClass required | string Asset class of token, KYC shall be submitted for |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "tokenId": "423baf7e-66fc-4e40-a5d6-4b7384bd665d",
- "assetClass": "classa"
}
Response samples
- 201
{- "link": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "newLink": true,
- "message": "User 3611ab62-94a9-4782-890f-221a64518c83 successfully invited to provide KYC elements for token 423baf7e-66fc-4e40-a5d6-4b7384bd665d"
}
KYCWorkflowTokenRelatedController_inviteForTokenAsBroker
Request Body schema: application/json
submitterId required | string ID of submitter (investor, underwriter, etc.), who shall be invited |
tokenId required | string ID of token, KYC shall be submitted for |
assetClass required | string Asset class of token, KYC shall be submitted for |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "tokenId": "423baf7e-66fc-4e40-a5d6-4b7384bd665d",
- "assetClass": "classa"
}
Response samples
- 201
{- "link": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "newLink": true,
- "message": "User 3611ab62-94a9-4782-890f-221a64518c83 successfully invited to provide KYC elements for token 423baf7e-66fc-4e40-a5d6-4b7384bd665d"
}
KYCWorkflowTokenRelatedController_submitForToken
Request Body schema: application/json
tokenId required | string ID of token, KYC shall be submitted for |
elements required | Array of strings Array of KYC element instances to submit |
assetClass required | string Asset class of token, KYC shall be submitted for |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "tokenId": "423baf7e-66fc-4e40-a5d6-4b7384bd665d",
- "elements": [
- {
- "elementKey": "firstName_natural",
- "value": [
- "John"
], - "data": { }
}
], - "assetClass": "classa",
- "sendNotification": true
}
Response samples
- 200
{- "link": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "Token-related KYC successfully submitted by user 3611ab62-94a9-4782-890f-221a64518c83 for token 423baf7e-66fc-4e40-a5d6-4b7384bd665d"
}
KYCWorkflowTokenRelatedController_reviewForTokenAsReviewer
Request Body schema: application/json
submitterId required | string ID of submitter (investor, underwriter, etc.), whom KYC shall be reviewed |
tokenId required | string ID of token, KYC shall be validated for |
validations required | Array of strings Array of KYC element instances to submit |
assetClass required | string Asset class of token, KYC shall be validated for |
clientCategory required | string Enum: "ELIGIBLE_COUNTER_PARTIES" "PROFESSIONAL_CLIENTS" "RETAIL_CUSTOMERS" Client category (assessed by reviewer) |
riskProfile required | string Enum: "CONSERVATIVE" "MODERATE" "BALANCED" "DYNAMIC" "AGGRESSIVE" Client risk profile (assessed by reviewer) |
validityDate required | string <date-time> Validity date |
comment required | string Comment provided by the reviewer, to indicate why the submitter has been validated/rejected |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "tokenId": "423baf7e-66fc-4e40-a5d6-4b7384bd665d",
- "validations": [
- {
- "reviewId": "882f3058-2d42-4c0c-8987-ea586821af63",
- "status": "REJECTED",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "comment": "Validity date is past, please re-submit this document"
}
], - "assetClass": "classa",
- "clientCategory": "PROFESSIONAL_CLIENTS",
- "riskProfile": "MODERATE",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "comment": "Validity date is past, please re-submit this document",
- "sendNotification": true
}
Response samples
- 200
{- "link": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "Token-related KYC successfully validated by user 3611ab62-94a9-4782-890f-221a64518c83 for token 423baf7e-66fc-4e40-a5d6-4b7384bd665d"
}
KYCWorkflowTokenRelatedController_reviewForTokenAsVerifier
Request Body schema: application/json
submitterId required | string ID of submitter (investor, underwriter, etc.), whom KYC shall be reviewed |
tokenId required | string ID of token, KYC shall be validated for |
validations required | Array of strings Array of KYC element instances to submit |
assetClass required | string Asset class of token, KYC shall be validated for |
clientCategory required | string Enum: "ELIGIBLE_COUNTER_PARTIES" "PROFESSIONAL_CLIENTS" "RETAIL_CUSTOMERS" Client category (assessed by reviewer) |
riskProfile required | string Enum: "CONSERVATIVE" "MODERATE" "BALANCED" "DYNAMIC" "AGGRESSIVE" Client risk profile (assessed by reviewer) |
validityDate required | string <date-time> Validity date |
comment required | string Comment provided by the reviewer, to indicate why the submitter has been validated/rejected |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "tokenId": "423baf7e-66fc-4e40-a5d6-4b7384bd665d",
- "validations": [
- {
- "reviewId": "882f3058-2d42-4c0c-8987-ea586821af63",
- "status": "REJECTED",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "comment": "Validity date is past, please re-submit this document"
}
], - "assetClass": "classa",
- "clientCategory": "PROFESSIONAL_CLIENTS",
- "riskProfile": "MODERATE",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "comment": "Validity date is past, please re-submit this document",
- "sendNotification": true
}
Response samples
- 200
{- "link": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "Token-related KYC successfully validated by user 3611ab62-94a9-4782-890f-221a64518c83 for token 423baf7e-66fc-4e40-a5d6-4b7384bd665d"
}
KYCWorkflowTokenRelatedController_reviewForTokenAsUnderwriter
Request Body schema: application/json
submitterId required | string ID of submitter (investor, underwriter, etc.), whom KYC shall be reviewed |
tokenId required | string ID of token, KYC shall be validated for |
validations required | Array of strings Array of KYC element instances to submit |
assetClass required | string Asset class of token, KYC shall be validated for |
clientCategory required | string Enum: "ELIGIBLE_COUNTER_PARTIES" "PROFESSIONAL_CLIENTS" "RETAIL_CUSTOMERS" Client category (assessed by reviewer) |
riskProfile required | string Enum: "CONSERVATIVE" "MODERATE" "BALANCED" "DYNAMIC" "AGGRESSIVE" Client risk profile (assessed by reviewer) |
validityDate required | string <date-time> Validity date |
comment required | string Comment provided by the reviewer, to indicate why the submitter has been validated/rejected |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "tokenId": "423baf7e-66fc-4e40-a5d6-4b7384bd665d",
- "validations": [
- {
- "reviewId": "882f3058-2d42-4c0c-8987-ea586821af63",
- "status": "REJECTED",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "comment": "Validity date is past, please re-submit this document"
}
], - "assetClass": "classa",
- "clientCategory": "PROFESSIONAL_CLIENTS",
- "riskProfile": "MODERATE",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "comment": "Validity date is past, please re-submit this document",
- "sendNotification": true
}
Response samples
- 200
{- "link": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "Token-related KYC successfully validated by user 3611ab62-94a9-4782-890f-221a64518c83 for token 423baf7e-66fc-4e40-a5d6-4b7384bd665d"
}
KYCWorkflowTokenRelatedController_reviewForTokenAsBroker
Request Body schema: application/json
submitterId required | string ID of submitter (investor, underwriter, etc.), whom KYC shall be reviewed |
tokenId required | string ID of token, KYC shall be validated for |
validations required | Array of strings Array of KYC element instances to submit |
assetClass required | string Asset class of token, KYC shall be validated for |
clientCategory required | string Enum: "ELIGIBLE_COUNTER_PARTIES" "PROFESSIONAL_CLIENTS" "RETAIL_CUSTOMERS" Client category (assessed by reviewer) |
riskProfile required | string Enum: "CONSERVATIVE" "MODERATE" "BALANCED" "DYNAMIC" "AGGRESSIVE" Client risk profile (assessed by reviewer) |
validityDate required | string <date-time> Validity date |
comment required | string Comment provided by the reviewer, to indicate why the submitter has been validated/rejected |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "tokenId": "423baf7e-66fc-4e40-a5d6-4b7384bd665d",
- "validations": [
- {
- "reviewId": "882f3058-2d42-4c0c-8987-ea586821af63",
- "status": "REJECTED",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "comment": "Validity date is past, please re-submit this document"
}
], - "assetClass": "classa",
- "clientCategory": "PROFESSIONAL_CLIENTS",
- "riskProfile": "MODERATE",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "comment": "Validity date is past, please re-submit this document",
- "sendNotification": true
}
Response samples
- 200
{- "link": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "Token-related KYC successfully validated by user 3611ab62-94a9-4782-890f-221a64518c83 for token 423baf7e-66fc-4e40-a5d6-4b7384bd665d"
}
KYCWorkflowTokenRelatedController_allowListUserForTokenAsReviewer
Request Body schema: application/json
submitterId required | string ID of submitter(investor, underwriter, etc.), who shall be allowListed |
tokenId required | string ID of token, KYC shall be validated for |
assetClass required | string Asset class of token, KYC shall be validated for |
clientCategory required | string Enum: "ELIGIBLE_COUNTER_PARTIES" "PROFESSIONAL_CLIENTS" "RETAIL_CUSTOMERS" Client category (assessed by issuer) |
riskProfile required | string Enum: "CONSERVATIVE" "MODERATE" "BALANCED" "DYNAMIC" "AGGRESSIVE" Client risk profile (assessed by issuer) |
validityDate required | string <date-time> Validity date |
comment required | string Comment provided by the issuer, to indicate why the submitter has been validated/rejected |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "tokenId": "423baf7e-66fc-4e40-a5d6-4b7384bd665d",
- "assetClass": "classa",
- "clientCategory": "PROFESSIONAL_CLIENTS",
- "riskProfile": "MODERATE",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "comment": "Validity date is past, please re-submit this document",
- "sendNotification": true
}
Response samples
- 201
{- "link": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "newLink": true,
- "message": "User 3611ab62-94a9-4782-890f-221a64518c83 successfully allowListed for token 423baf7e-66fc-4e40-a5d6-4b7384bd665d"
}
KYCWorkflowTokenRelatedController_allowListUserForTokenAsVerifier
Request Body schema: application/json
submitterId required | string ID of submitter(investor, underwriter, etc.), who shall be allowListed |
tokenId required | string ID of token, KYC shall be validated for |
assetClass required | string Asset class of token, KYC shall be validated for |
clientCategory required | string Enum: "ELIGIBLE_COUNTER_PARTIES" "PROFESSIONAL_CLIENTS" "RETAIL_CUSTOMERS" Client category (assessed by issuer) |
riskProfile required | string Enum: "CONSERVATIVE" "MODERATE" "BALANCED" "DYNAMIC" "AGGRESSIVE" Client risk profile (assessed by issuer) |
validityDate required | string <date-time> Validity date |
comment required | string Comment provided by the issuer, to indicate why the submitter has been validated/rejected |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "tokenId": "423baf7e-66fc-4e40-a5d6-4b7384bd665d",
- "assetClass": "classa",
- "clientCategory": "PROFESSIONAL_CLIENTS",
- "riskProfile": "MODERATE",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "comment": "Validity date is past, please re-submit this document",
- "sendNotification": true
}
Response samples
- 201
{- "link": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "newLink": true,
- "message": "User 3611ab62-94a9-4782-890f-221a64518c83 successfully allowListed for token 423baf7e-66fc-4e40-a5d6-4b7384bd665d"
}
KYCWorkflowTokenRelatedController_allowListUserForTokenAsUnderwriter
Request Body schema: application/json
submitterId required | string ID of submitter(investor, underwriter, etc.), who shall be allowListed |
tokenId required | string ID of token, KYC shall be validated for |
assetClass required | string Asset class of token, KYC shall be validated for |
clientCategory required | string Enum: "ELIGIBLE_COUNTER_PARTIES" "PROFESSIONAL_CLIENTS" "RETAIL_CUSTOMERS" Client category (assessed by issuer) |
riskProfile required | string Enum: "CONSERVATIVE" "MODERATE" "BALANCED" "DYNAMIC" "AGGRESSIVE" Client risk profile (assessed by issuer) |
validityDate required | string <date-time> Validity date |
comment required | string Comment provided by the issuer, to indicate why the submitter has been validated/rejected |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "tokenId": "423baf7e-66fc-4e40-a5d6-4b7384bd665d",
- "assetClass": "classa",
- "clientCategory": "PROFESSIONAL_CLIENTS",
- "riskProfile": "MODERATE",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "comment": "Validity date is past, please re-submit this document",
- "sendNotification": true
}
Response samples
- 201
{- "link": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "newLink": true,
- "message": "User 3611ab62-94a9-4782-890f-221a64518c83 successfully allowListed for token 423baf7e-66fc-4e40-a5d6-4b7384bd665d"
}
KYCWorkflowTokenRelatedController_allowListUserForTokenAsBroker
Request Body schema: application/json
submitterId required | string ID of submitter(investor, underwriter, etc.), who shall be allowListed |
tokenId required | string ID of token, KYC shall be validated for |
assetClass required | string Asset class of token, KYC shall be validated for |
clientCategory required | string Enum: "ELIGIBLE_COUNTER_PARTIES" "PROFESSIONAL_CLIENTS" "RETAIL_CUSTOMERS" Client category (assessed by issuer) |
riskProfile required | string Enum: "CONSERVATIVE" "MODERATE" "BALANCED" "DYNAMIC" "AGGRESSIVE" Client risk profile (assessed by issuer) |
validityDate required | string <date-time> Validity date |
comment required | string Comment provided by the issuer, to indicate why the submitter has been validated/rejected |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "tokenId": "423baf7e-66fc-4e40-a5d6-4b7384bd665d",
- "assetClass": "classa",
- "clientCategory": "PROFESSIONAL_CLIENTS",
- "riskProfile": "MODERATE",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "comment": "Validity date is past, please re-submit this document",
- "sendNotification": true
}
Response samples
- 201
{- "link": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "newLink": true,
- "message": "User 3611ab62-94a9-4782-890f-221a64518c83 successfully allowListed for token 423baf7e-66fc-4e40-a5d6-4b7384bd665d"
}
KYCWorkflowTokenRelatedController_retrieveUserTokenLink
query Parameters
submitterId required | string Example: submitterId=3611ab62-94a9-4782-890f-221a64518c83 ID of submitter(investor, underwriter, etc.) |
tokenId required | string Example: tokenId=423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token |
assetClass required | string Example: assetClass=classa Asset class of token |
Responses
Response samples
- 200
{- "links": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "2 link(s) between user 3611ab62-94a9-4782-890f-221a64518c83 and token 423baf7e-66fc-4e40-a5d6-4b7384bd665d retrieved successfully"
}
KYCWorkflowTokenRelatedController_unvalidateUserForTokenAsReviewer
Request Body schema: application/json
submitterId required | string ID of submitter(investor, underwriter, etc.), who shall be unvalidated |
tokenId required | string ID of token, user shall be unvalidated for |
assetClass required | string Asset class of token, user shall be unvalidated for |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "tokenId": "423baf7e-66fc-4e40-a5d6-4b7384bd665d",
- "assetClass": "classa",
- "sendNotification": true
}
Response samples
- 200
{- "links": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "User 3611ab62-94a9-4782-890f-221a64518c83 unvalidated successfully for token 423baf7e-66fc-4e40-a5d6-4b7384bd665d"
}
KYCWorkflowTokenRelatedController_unvalidateUserForTokenAsVerifier
Request Body schema: application/json
submitterId required | string ID of submitter(investor, underwriter, etc.), who shall be unvalidated |
tokenId required | string ID of token, user shall be unvalidated for |
assetClass required | string Asset class of token, user shall be unvalidated for |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "tokenId": "423baf7e-66fc-4e40-a5d6-4b7384bd665d",
- "assetClass": "classa",
- "sendNotification": true
}
Response samples
- 200
{- "links": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "User 3611ab62-94a9-4782-890f-221a64518c83 unvalidated successfully for token 423baf7e-66fc-4e40-a5d6-4b7384bd665d"
}
KYCWorkflowTokenRelatedController_unvalidateUserForTokenAsUnderwriter
Request Body schema: application/json
submitterId required | string ID of submitter(investor, underwriter, etc.), who shall be unvalidated |
tokenId required | string ID of token, user shall be unvalidated for |
assetClass required | string Asset class of token, user shall be unvalidated for |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "tokenId": "423baf7e-66fc-4e40-a5d6-4b7384bd665d",
- "assetClass": "classa",
- "sendNotification": true
}
Response samples
- 200
{- "links": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "User 3611ab62-94a9-4782-890f-221a64518c83 unvalidated successfully for token 423baf7e-66fc-4e40-a5d6-4b7384bd665d"
}
KYCWorkflowTokenRelatedController_unvalidateUserForTokenAsBroker
Request Body schema: application/json
submitterId required | string ID of submitter(investor, underwriter, etc.), who shall be unvalidated |
tokenId required | string ID of token, user shall be unvalidated for |
assetClass required | string Asset class of token, user shall be unvalidated for |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "tokenId": "423baf7e-66fc-4e40-a5d6-4b7384bd665d",
- "assetClass": "classa",
- "sendNotification": true
}
Response samples
- 200
{- "links": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "User 3611ab62-94a9-4782-890f-221a64518c83 unvalidated successfully for token 423baf7e-66fc-4e40-a5d6-4b7384bd665d"
}
KYCWorkflowTokenRelatedController_rejectUserForTokenAsReviewer
Request Body schema: application/json
submitterId required | string ID of submitter(investor, underwriter, etc.), who shall be unvalidated |
tokenId required | string ID of token, user shall be unvalidated for |
assetClass required | string Asset class of token, user shall be unvalidated for |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "tokenId": "423baf7e-66fc-4e40-a5d6-4b7384bd665d",
- "assetClass": "classa",
- "sendNotification": true
}
Response samples
- 200
{- "links": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "User 3611ab62-94a9-4782-890f-221a64518c83 unvalidated successfully for token 423baf7e-66fc-4e40-a5d6-4b7384bd665d"
}
KYCWorkflowTokenRelatedController_rejectUserForTokenAsVerifier
Request Body schema: application/json
submitterId required | string ID of submitter(investor, underwriter, etc.), who shall be unvalidated |
tokenId required | string ID of token, user shall be unvalidated for |
assetClass required | string Asset class of token, user shall be unvalidated for |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "tokenId": "423baf7e-66fc-4e40-a5d6-4b7384bd665d",
- "assetClass": "classa",
- "sendNotification": true
}
Response samples
- 200
{- "links": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "User 3611ab62-94a9-4782-890f-221a64518c83 unvalidated successfully for token 423baf7e-66fc-4e40-a5d6-4b7384bd665d"
}
KYCWorkflowTokenRelatedController_rejectUserForTokenAsUnderwriter
Request Body schema: application/json
submitterId required | string ID of submitter(investor, underwriter, etc.), who shall be unvalidated |
tokenId required | string ID of token, user shall be unvalidated for |
assetClass required | string Asset class of token, user shall be unvalidated for |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "tokenId": "423baf7e-66fc-4e40-a5d6-4b7384bd665d",
- "assetClass": "classa",
- "sendNotification": true
}
Response samples
- 200
{- "links": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "User 3611ab62-94a9-4782-890f-221a64518c83 unvalidated successfully for token 423baf7e-66fc-4e40-a5d6-4b7384bd665d"
}
KYCWorkflowTokenRelatedController_rejectUserForTokenAsBroker
Request Body schema: application/json
submitterId required | string ID of submitter(investor, underwriter, etc.), who shall be unvalidated |
tokenId required | string ID of token, user shall be unvalidated for |
assetClass required | string Asset class of token, user shall be unvalidated for |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "tokenId": "423baf7e-66fc-4e40-a5d6-4b7384bd665d",
- "assetClass": "classa",
- "sendNotification": true
}
Response samples
- 200
{- "links": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "User 3611ab62-94a9-4782-890f-221a64518c83 unvalidated successfully for token 423baf7e-66fc-4e40-a5d6-4b7384bd665d"
}
KYCWorkflowTokenRelatedController_deleteUserTokenLinkAsReviewer
Request Body schema: application/json
submitterId required | string ID of submitter(investor, underwriter, etc.) |
tokenId required | string ID of token |
assetClass required | string Asset class of token, user shall be unlinked from |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "tokenId": "423baf7e-66fc-4e40-a5d6-4b7384bd665d",
- "assetClass": "classa"
}
Response samples
- 200
{- "deletedElementReviews": [
- "d9558f63-4457-4393-9785-45bbda8e5c6c",
- "2fc73d9d-186d-496c-843c-3c7a13d3dc23"
], - "deletedTemplateReviews": [
- "5056f94d-e080-4ef2-ac46-9ec5b450bce7"
], - "message": "User 3611ab62-94a9-4782-890f-221a64518c83 unlinked successfully from token 423baf7e-66fc-4e40-a5d6-4b7384bd665d"
}
KYCWorkflowTokenRelatedController_deleteUserTokenLinkAsUnderwriter
Request Body schema: application/json
submitterId required | string ID of submitter(investor, underwriter, etc.) |
tokenId required | string ID of token |
assetClass required | string Asset class of token, user shall be unlinked from |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "tokenId": "423baf7e-66fc-4e40-a5d6-4b7384bd665d",
- "assetClass": "classa"
}
Response samples
- 200
{- "deletedElementReviews": [
- "d9558f63-4457-4393-9785-45bbda8e5c6c",
- "2fc73d9d-186d-496c-843c-3c7a13d3dc23"
], - "deletedTemplateReviews": [
- "5056f94d-e080-4ef2-ac46-9ec5b450bce7"
], - "message": "User 3611ab62-94a9-4782-890f-221a64518c83 unlinked successfully from token 423baf7e-66fc-4e40-a5d6-4b7384bd665d"
}
KYCWorkflowTokenRelatedController_deleteUserTokenLinkAsBroker
Request Body schema: application/json
submitterId required | string ID of submitter(investor, underwriter, etc.) |
tokenId required | string ID of token |
assetClass required | string Asset class of token, user shall be unlinked from |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "tokenId": "423baf7e-66fc-4e40-a5d6-4b7384bd665d",
- "assetClass": "classa"
}
Response samples
- 200
{- "deletedElementReviews": [
- "d9558f63-4457-4393-9785-45bbda8e5c6c",
- "2fc73d9d-186d-496c-843c-3c7a13d3dc23"
], - "deletedTemplateReviews": [
- "5056f94d-e080-4ef2-ac46-9ec5b450bce7"
], - "message": "User 3611ab62-94a9-4782-890f-221a64518c83 unlinked successfully from token 423baf7e-66fc-4e40-a5d6-4b7384bd665d"
}
KYCWorkflowProjectRelatedController_inviteForProjectAsReviewer
Request Body schema: application/json
submitterId required | string ID of submitter (investor, underwriter, etc.), who shall be invited |
projectId required | string ID of project, KYC shall be submitted for |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "projectId": "d4192b60-79b5-429c-9160-e862b5a3e370"
}
Response samples
- 201
{- "link": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "newLink": true,
- "message": "User 3611ab62-94a9-4782-890f-221a64518c83 successfully invited to provide KYC elements for project d4192b60-79b5-429c-9160-e862b5a3e370"
}
KYCWorkflowProjectRelatedController_submitForProject
Request Body schema: application/json
projectId required | string ID of project, KYC shall be submitted for |
elements required | Array of strings Array of KYC element instances to submit |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "projectId": "d4192b60-79b5-429c-9160-e862b5a3e370",
- "elements": [
- {
- "elementKey": "firstName_natural",
- "value": [
- "John"
], - "data": { }
}
], - "sendNotification": true
}
Response samples
- 200
{- "link": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "Project-related KYC successfully submitted by user 3611ab62-94a9-4782-890f-221a64518c83 for project d4192b60-79b5-429c-9160-e862b5a3e370"
}
KYCWorkflowProjectRelatedController_reviewForProjectAsReviewer
Request Body schema: application/json
submitterId required | string ID of submitter (investor, underwriter, etc.), KYC shall be validated for |
projectId required | string ID of project, KYC shall be validated for |
validations required | Array of strings Array of KYC element instances to submit |
clientCategory required | string Enum: "ELIGIBLE_COUNTER_PARTIES" "PROFESSIONAL_CLIENTS" "RETAIL_CUSTOMERS" Client category (assessed by reviewer) |
riskProfile required | string Enum: "CONSERVATIVE" "MODERATE" "BALANCED" "DYNAMIC" "AGGRESSIVE" Client risk profile (assessed by reviewer) |
validityDate required | string <date-time> Validity date |
comment required | string Comment provided by the reviewer, to indicate why the submitter has been validated/rejected |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "projectId": "d4192b60-79b5-429c-9160-e862b5a3e370",
- "validations": [
- {
- "reviewId": "882f3058-2d42-4c0c-8987-ea586821af63",
- "status": "REJECTED",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "comment": "Validity date is past, please re-submit this document"
}
], - "clientCategory": "PROFESSIONAL_CLIENTS",
- "riskProfile": "MODERATE",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "comment": "Validity date is past, please re-submit this document",
- "sendNotification": true
}
Response samples
- 200
{- "link": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "KYC (project-related) successfully validated by user 3611ab62-94a9-4782-890f-221a64518c83 for project d4192b60-79b5-429c-9160-e862b5a3e370"
}
KYCWorkflowProjectRelatedController_reviewForProjectAsVerifier
Request Body schema: application/json
submitterId required | string ID of submitter (investor, underwriter, etc.), KYC shall be validated for |
projectId required | string ID of project, KYC shall be validated for |
validations required | Array of strings Array of KYC element instances to submit |
clientCategory required | string Enum: "ELIGIBLE_COUNTER_PARTIES" "PROFESSIONAL_CLIENTS" "RETAIL_CUSTOMERS" Client category (assessed by reviewer) |
riskProfile required | string Enum: "CONSERVATIVE" "MODERATE" "BALANCED" "DYNAMIC" "AGGRESSIVE" Client risk profile (assessed by reviewer) |
validityDate required | string <date-time> Validity date |
comment required | string Comment provided by the reviewer, to indicate why the submitter has been validated/rejected |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "projectId": "d4192b60-79b5-429c-9160-e862b5a3e370",
- "validations": [
- {
- "reviewId": "882f3058-2d42-4c0c-8987-ea586821af63",
- "status": "REJECTED",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "comment": "Validity date is past, please re-submit this document"
}
], - "clientCategory": "PROFESSIONAL_CLIENTS",
- "riskProfile": "MODERATE",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "comment": "Validity date is past, please re-submit this document",
- "sendNotification": true
}
Response samples
- 200
{- "link": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "KYC (project-related) successfully validated by user 3611ab62-94a9-4782-890f-221a64518c83 for project d4192b60-79b5-429c-9160-e862b5a3e370"
}
KYCWorkflowProjectRelatedController_allowListUserForProjectAsReviewer
Request Body schema: application/json
submitterId required | string ID of submitter(investor, underwriter, etc.), who shall be allowListed |
projectId required | string ID of project, KYC shall be validated for |
clientCategory required | string Enum: "ELIGIBLE_COUNTER_PARTIES" "PROFESSIONAL_CLIENTS" "RETAIL_CUSTOMERS" Client category (assessed by issuer) |
riskProfile required | string Enum: "CONSERVATIVE" "MODERATE" "BALANCED" "DYNAMIC" "AGGRESSIVE" Client risk profile (assessed by issuer) |
validityDate required | string <date-time> Validity date |
comment required | string Comment provided by the issuer, to indicate why the submitter has been validated/rejected |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "projectId": "d4192b60-79b5-429c-9160-e862b5a3e370",
- "clientCategory": "PROFESSIONAL_CLIENTS",
- "riskProfile": "MODERATE",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "comment": "Validity date is past, please re-submit this document",
- "sendNotification": true
}
Response samples
- 201
{- "link": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "newLink": true,
- "message": "User 3611ab62-94a9-4782-890f-221a64518c83 successfully allowListed for project d4192b60-79b5-429c-9160-e862b5a3e370"
}
KYCWorkflowProjectRelatedController_allowListUserForProjectAsVerifier
Request Body schema: application/json
submitterId required | string ID of submitter(investor, underwriter, etc.), who shall be allowListed |
projectId required | string ID of project, KYC shall be validated for |
clientCategory required | string Enum: "ELIGIBLE_COUNTER_PARTIES" "PROFESSIONAL_CLIENTS" "RETAIL_CUSTOMERS" Client category (assessed by issuer) |
riskProfile required | string Enum: "CONSERVATIVE" "MODERATE" "BALANCED" "DYNAMIC" "AGGRESSIVE" Client risk profile (assessed by issuer) |
validityDate required | string <date-time> Validity date |
comment required | string Comment provided by the issuer, to indicate why the submitter has been validated/rejected |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "projectId": "d4192b60-79b5-429c-9160-e862b5a3e370",
- "clientCategory": "PROFESSIONAL_CLIENTS",
- "riskProfile": "MODERATE",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "comment": "Validity date is past, please re-submit this document",
- "sendNotification": true
}
Response samples
- 201
{- "link": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "newLink": true,
- "message": "User 3611ab62-94a9-4782-890f-221a64518c83 successfully allowListed for project d4192b60-79b5-429c-9160-e862b5a3e370"
}
KYCWorkflowProjectRelatedController_retrieveUserProjectLink
query Parameters
submitterId required | string Example: submitterId=3611ab62-94a9-4782-890f-221a64518c83 ID of submitter(investor, underwriter, etc.) |
projectId required | string Example: projectId=d4192b60-79b5-429c-9160-e862b5a3e370 ID of project |
Responses
Response samples
- 200
{- "links": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "2 link(s) between user 3611ab62-94a9-4782-890f-221a64518c83 and project d4192b60-79b5-429c-9160-e862b5a3e370 retrieved successfully"
}
KYCWorkflowProjectRelatedController_unvalidateUserForProjectAsReviewer
Request Body schema: application/json
submitterId required | string ID of submitter(investor, underwriter, etc.), who shall be unvalidated |
projectId required | string ID of project, user shall be unvalidated for |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "projectId": "d4192b60-79b5-429c-9160-e862b5a3e370",
- "sendNotification": true
}
Response samples
- 200
{- "links": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "User 3611ab62-94a9-4782-890f-221a64518c83 unvalidated successfully for project d4192b60-79b5-429c-9160-e862b5a3e370"
}
KYCWorkflowProjectRelatedController_unvalidateUserForProjectAsVerifier
Request Body schema: application/json
submitterId required | string ID of submitter(investor, underwriter, etc.), who shall be unvalidated |
projectId required | string ID of project, user shall be unvalidated for |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "projectId": "d4192b60-79b5-429c-9160-e862b5a3e370",
- "sendNotification": true
}
Response samples
- 200
{- "links": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "User 3611ab62-94a9-4782-890f-221a64518c83 unvalidated successfully for project d4192b60-79b5-429c-9160-e862b5a3e370"
}
KYCWorkflowProjectRelatedController_rejectUserForProjectAsReviewer
Request Body schema: application/json
submitterId required | string ID of submitter(investor, underwriter, etc.), who shall be unvalidated |
projectId required | string ID of project, user shall be unvalidated for |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "projectId": "d4192b60-79b5-429c-9160-e862b5a3e370",
- "sendNotification": true
}
Response samples
- 200
{- "links": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "User 3611ab62-94a9-4782-890f-221a64518c83 unvalidated successfully for project d4192b60-79b5-429c-9160-e862b5a3e370"
}
KYCWorkflowProjectRelatedController_rejectUserForProjectAsVerifier
Request Body schema: application/json
submitterId required | string ID of submitter(investor, underwriter, etc.), who shall be unvalidated |
projectId required | string ID of project, user shall be unvalidated for |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "projectId": "d4192b60-79b5-429c-9160-e862b5a3e370",
- "sendNotification": true
}
Response samples
- 200
{- "links": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "User 3611ab62-94a9-4782-890f-221a64518c83 unvalidated successfully for project d4192b60-79b5-429c-9160-e862b5a3e370"
}
KYCWorkflowProjectRelatedController_deleteUserProjectLinkAsReviewer
Request Body schema: application/json
submitterId required | string ID of submitter(investor, underwriter, etc.) |
projectId required | string ID of project |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "projectId": "d4192b60-79b5-429c-9160-e862b5a3e370"
}
Response samples
- 200
{- "deletedElementReviews": [
- "d9558f63-4457-4393-9785-45bbda8e5c6c",
- "2fc73d9d-186d-496c-843c-3c7a13d3dc23"
], - "deletedTemplateReviews": [
- "5056f94d-e080-4ef2-ac46-9ec5b450bce7"
], - "message": "User 3611ab62-94a9-4782-890f-221a64518c83 unlinked successfully from project d4192b60-79b5-429c-9160-e862b5a3e370"
}
KYCWorkflowPlatformRelatedController_inviteForPlatformAsReviewer
Request Body schema: application/json
submitterId required | string ID of submitter, who shall be invited |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83"
}
Response samples
- 201
{- "link": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "newLink": true,
- "message": "User 3611ab62-94a9-4782-890f-221a64518c83 successfully invited to provide KYC elements for platform"
}
KYCWorkflowPlatformRelatedController_submitForPlatform
Request Body schema: application/json
elements required | Array of strings Array of KYC element instances to submit |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "elements": [
- {
- "elementKey": "firstName_natural",
- "value": [
- "John"
], - "data": { }
}
], - "sendNotification": true
}
Response samples
- 200
{- "link": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "Platform-related KYC successfully submitted by issuer 3611ab62-94a9-4782-890f-221a64518c83 for issuer 3611ab62-94a9-4782-890f-221a64518c83"
}
KYCWorkflowPlatformRelatedController_reviewForPlatformAsReviewer
Request Body schema: application/json
submitterId required | string ID of submitter, KYC shall be validated for |
validations required | Array of strings Array of KYC element instances to submit |
clientCategory required | string Enum: "ELIGIBLE_COUNTER_PARTIES" "PROFESSIONAL_CLIENTS" "RETAIL_CUSTOMERS" Client category (assessed by reviewer) |
riskProfile required | string Enum: "CONSERVATIVE" "MODERATE" "BALANCED" "DYNAMIC" "AGGRESSIVE" Client risk profile (assessed by reviewer) |
validityDate required | string <date-time> Validity date |
comment required | string Comment provided by the reviewer, to indicate why the submitter has been validated/rejected |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "validations": [
- {
- "reviewId": "882f3058-2d42-4c0c-8987-ea586821af63",
- "status": "REJECTED",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "comment": "Validity date is past, please re-submit this document"
}
], - "clientCategory": "PROFESSIONAL_CLIENTS",
- "riskProfile": "MODERATE",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "comment": "Validity date is past, please re-submit this document",
- "sendNotification": true
}
Response samples
- 200
{- "link": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "Platform-related KYC successfully validated by admin 3611ab62-94a9-4782-890f-221a64518c83 for issuer 3611ab62-94a9-4782-890f-221a64518c83"
}
KYCWorkflowPlatformRelatedController_validateForPlatformAsVerifier
Request Body schema: application/json
submitterId required | string ID of submitter, KYC shall be validated for |
validations required | Array of strings Array of KYC element instances to submit |
clientCategory required | string Enum: "ELIGIBLE_COUNTER_PARTIES" "PROFESSIONAL_CLIENTS" "RETAIL_CUSTOMERS" Client category (assessed by reviewer) |
riskProfile required | string Enum: "CONSERVATIVE" "MODERATE" "BALANCED" "DYNAMIC" "AGGRESSIVE" Client risk profile (assessed by reviewer) |
validityDate required | string <date-time> Validity date |
comment required | string Comment provided by the reviewer, to indicate why the submitter has been validated/rejected |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "validations": [
- {
- "reviewId": "882f3058-2d42-4c0c-8987-ea586821af63",
- "status": "REJECTED",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "comment": "Validity date is past, please re-submit this document"
}
], - "clientCategory": "PROFESSIONAL_CLIENTS",
- "riskProfile": "MODERATE",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "comment": "Validity date is past, please re-submit this document",
- "sendNotification": true
}
Response samples
- 200
{- "link": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "Platform-related KYC successfully validated by user 3611ab62-94a9-4782-890f-221a64518c83 for verifier 3611ab62-94a9-4782-890f-221a64518c83"
}
KYCWorkflowPlatformRelatedController_allowListInvestorForPlatformAsReviewer
Request Body schema: application/json
submitterId required | string ID of submitter, who shall be allowListed |
clientCategory required | string Enum: "ELIGIBLE_COUNTER_PARTIES" "PROFESSIONAL_CLIENTS" "RETAIL_CUSTOMERS" Client category (assessed by issuer) |
riskProfile required | string Enum: "CONSERVATIVE" "MODERATE" "BALANCED" "DYNAMIC" "AGGRESSIVE" Client risk profile (assessed by issuer) |
validityDate required | string <date-time> Validity date |
comment required | string Comment provided by the reviewer, to indicate why the submitter has been validated/rejected |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "clientCategory": "PROFESSIONAL_CLIENTS",
- "riskProfile": "MODERATE",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "comment": "Validity date is past, please re-submit this document",
- "sendNotification": true
}
Response samples
- 201
{- "link": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "newLink": true,
- "message": "User 3611ab62-94a9-4782-890f-221a64518c83 successfully allowListed globally for issuer 3611ab62-94a9-4782-890f-221a64518c83"
}
KYCWorkflowPlatformRelatedController_allowListInvestorForPlatformAsVerifier
Request Body schema: application/json
submitterId required | string ID of submitter, who shall be allowListed |
clientCategory required | string Enum: "ELIGIBLE_COUNTER_PARTIES" "PROFESSIONAL_CLIENTS" "RETAIL_CUSTOMERS" Client category (assessed by issuer) |
riskProfile required | string Enum: "CONSERVATIVE" "MODERATE" "BALANCED" "DYNAMIC" "AGGRESSIVE" Client risk profile (assessed by issuer) |
validityDate required | string <date-time> Validity date |
comment required | string Comment provided by the reviewer, to indicate why the submitter has been validated/rejected |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "clientCategory": "PROFESSIONAL_CLIENTS",
- "riskProfile": "MODERATE",
- "validityDate": "2022-12-19T08:24:00.000Z",
- "comment": "Validity date is past, please re-submit this document",
- "sendNotification": true
}
Response samples
- 201
{- "link": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "newLink": true,
- "message": "User 3611ab62-94a9-4782-890f-221a64518c83 successfully allowListed globally for issuer 3611ab62-94a9-4782-890f-221a64518c83"
}
KYCWorkflowPlatformRelatedController_retrieveUserPlatformLink
query Parameters
submitterId required | string Example: submitterId=3611ab62-94a9-4782-890f-221a64518c83 ID of submitter |
Responses
Response samples
- 200
{- "link": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "Link between user 3611ab62-94a9-4782-890f-221a64518c83 and platform retrieved successfully"
}
KYCWorkflowPlatformRelatedController_unvalidateUserForPlatformAsReviewer
Request Body schema: application/json
submitterId required | string ID of submitter |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "sendNotification": true
}
Response samples
- 200
{- "links": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "User 3611ab62-94a9-4782-890f-221a64518c83 unvalidated successfully for platform"
}
KYCWorkflowPlatformRelatedController_unvalidateUserForPlatformAsVerifier
Request Body schema: application/json
submitterId required | string ID of submitter |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "sendNotification": true
}
Response samples
- 200
{- "links": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "User 3611ab62-94a9-4782-890f-221a64518c83 unvalidated successfully for platform"
}
KYCWorkflowPlatformRelatedController_rejectUserForPlatformAsReviewer
Request Body schema: application/json
submitterId required | string ID of submitter |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "sendNotification": true
}
Response samples
- 200
{- "links": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "User 3611ab62-94a9-4782-890f-221a64518c83 unvalidated successfully for platform"
}
KYCWorkflowPlatformRelatedController_rejectUserForPlatformAsVerifier
Request Body schema: application/json
submitterId required | string ID of submitter |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83",
- "sendNotification": true
}
Response samples
- 200
{- "links": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "workflowType": "LINK",
- "name": "submitKyc",
- "role": "INVESTOR",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "entityType": "TOKEN",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 8,
- "quantity": 0,
- "price": 0,
- "paymentId": "",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "kycSubmitted",
- "data": {
- "fees": {
- "acquiredEntryFees": 0.0154,
- "nonAcquiredEntryFees": 0.01,
- "acquiredExitFees": 0.0154,
- "nonAcquiredExitFees": 0.01
}
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "User 3611ab62-94a9-4782-890f-221a64518c83 unvalidated successfully for platform"
}
KYCWorkflowPlatformRelatedController_deleteUserPlatformLinkAsReviewer
Request Body schema: application/json
submitterId required | string ID of submitter, who shall be removed from platform |
Responses
Request samples
- Payload
{- "submitterId": "3611ab62-94a9-4782-890f-221a64518c83"
}
Response samples
- 200
{- "deletedElementReviews": [
- "d9558f63-4457-4393-9785-45bbda8e5c6c",
- "2fc73d9d-186d-496c-843c-3c7a13d3dc23"
], - "deletedTemplateReviews": [
- "5056f94d-e080-4ef2-ac46-9ec5b450bce7"
], - "message": "User 3611ab62-94a9-4782-890f-221a64518c83 unlinked successfully from platform"
}
DocumentController_downloadDocumentAsVerifier
path Parameters
fileName required | string |
query Parameters
submitterId required | string Example: submitterId=3611ab62-94a9-4782-890f-221a64518c83 ID of document submitter |
tokenId required | string Example: tokenId=423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token - optional - used to retrieve a user's token-related data |
projectId required | string Example: projectId=423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of project - optional - used to retrieve a user's project-related data |
issuerId required | string Example: issuerId=3611ab62-94a9-4782-890f-221a64518c83 ID of issuer - optional - used to retrieve a user's issuer-related data as a verifier |
Responses
Response samples
- 200
{ }
UtilsController_cleanAllClientGrants
query Parameters
requiredAudiences required | string Example: requiredAudiences=["https://codefi.eu.auth0.com/api/v2/","https://api.codefi.network"] Stringified array of audiences, grants shall be created for, for the client application |
createMissingGrants required | boolean Set to 'true' if missing grants shall be created in Auth0 (identity provider) |
recreateDeprecatedGrants required | boolean Set to 'true' if deprecated grants shall be deleted and re-created in Auth0 (identity provider) |
deleteUnusedGrants required | boolean Set to 'true' if unused grants shall be deleted in Auth0 (identity provider) |
Responses
UtilsController_cleanAllInvalidUserWallets2
query Parameters
deprecateInvalidWallets required | boolean Set to 'true' if invalid wallets shall be deprecated |
deleteCodefiUsers required | boolean Set to 'true' if public users shall be deleted |
offset required | number Example: offset=200 Number of invalid wallets to skip |
limit required | number Example: limit=200 Max number of invalid wallets to return |
Responses
UtilsController_cleanAllUsersMetadata
query Parameters
updateInvalidUserMetadata required | boolean Set to 'true' if invalid users shall be updated in Auth0 (identity provider) |
userMigratedFlag required | string Example: userMigratedFlag=userMigratedInAuthO Flag to add in user's metadata to indicate, he's been migrated |
userMigratedFlagClean required | string Example: userMigratedFlagClean=userMigratedInAuthO Flag to clean from user's metadata |
Responses
UtilsController_withdrawAllEtherFromUserAccount
Request Body schema: application/json
userId required | string Id of user, ETH shall be withdrawn from |
withdrawalAddress required | string Address, where ETH shall be sent to |
chainId required | string ID of the chain/network where the ETH shall be withdrawn |
Responses
Request samples
- Payload
{- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "withdrawalAddress": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "chainId": "1"
}
Response samples
- 202
{- "transactionId": "b8cb9c69-0996-4a01-b94e-fe4e8b90dbac",
- "message": "Withdrawal of 5 ETH from address 0xd200b5d89f719473573be585eadedc8c916e5515 to address 0xd200b5d89f719473573be585eadedc8c916e5515 has been successfully requested (transaction sent)"
}
Response samples
- 201
{- "htlc": {
- "owner": "a096c438-2b37-444f-ad0a-6a61bb84fee3",
- "secretEncrypted": "0x",
- "secret": "0x",
- "secretHash": "0x"
}, - "message": "New HTLC with hash 0x created successfully (the HTLC secret has not been saved by the API)"
}
UtilsController_retrieveIdentity
query Parameters
userType required | string Enum: "SUPERADMIN" "ADMIN" "ISSUER" "UNDERWRITER" "BROKER" "INVESTOR" "VEHICLE" "NOTARY" "VERIFIER" "NAV_MANAGER" Example: userType=INVESTOR Must be a valid user type: ISSUER | INVESTOR |
firstConnectionCode required | string Example: firstConnectionCode=po2LcDbR-cSCoVZ7F-TCmVs0nx-kLotkoAG Identifier to retrieve user at first connection (when his authId - ID provided by auth0 identity provider - is not set yet) |
Responses
Response samples
- 200
{- "user": {
- "id": "3611ab62-94a9-4782-890f-221a64518c83",
- "tenantId": "eRlC....XLf",
- "authId": "auth0|5fe0ce446843db0077c47e43",
- "firstConnectionCode": "po2LcDbR-cSCoVZ7F-TCmVs0nx-kLotkoAG",
- "superUserId": null,
- "userType": "INVESTOR",
- "userNature": "NATURAL",
- "accessType": "READWRITE",
- "phone": "+33 6 12 01 19 49",
- "prefix": "Mr.",
- "firstName": "John",
- "lastName": "Doe",
- "defaultWallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "wallets": [
- {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}
], - "picture": "profile.pic.png",
- "docuSignId": "767db668-ad45-4100-ac57-e6d39a9f7162",
- "bankAccount": {
- "bank": "Societe Generale",
- "IBAN": "FR7630056009271234567890182",
- "account": "12345678901"
}, - "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}, - "newUser": true,
- "message": "User 3611ab62-94a9-4782-890f-221a64518c83 successfully created"
}
UtilsController_retrievePartitions
query Parameters
assetClass required | string Example: assetClass=classa Asset class of token, partitions shall be returned for |
Responses
Response samples
- 200
{- "partitions": {
- "locked": "0x6c6f636b65640000000000006100000000000000000000000000000000000000",
- "reserved": "0x7265736572766564000000006100000000000000000000000000000000000000",
- "issued": "0x6973737565640000000000006100000000000000000000000000000000000000",
- "collateral": "0x636f6c6c61746572616c00006100000000000000000000000000000000000000"
}, - "message": "Partitions retrieved successfully for class A"
}
UtilsController_retrieveCertificate
query Parameters
senderAddress required | string Example: senderAddress=0xd200b5d89f719473573be585eadedc8c916e5515 Ethereum address of the transaction sender |
contractAddress required | string Example: contractAddress=0xb76b40231c176cd6435f83153796d1af18b4c9a7 Ethereum address of the token smart contract |
txPayload required | string Example: txPayload=0x... Transaction payload |
tokenStandard required | string Enum: "BatchBalanceReader" "BatchReader" "BatchTokenIssuer" "ERC20Token" "ERC721Token" "ERC1400ERC20" "ERC1400CertificateNonce" "ERC1400CertificateSalt" "ERC1400HoldableCertificateToken" "ERC1400TokensValidator" "DVPHoldableLockable" Example: tokenStandard=ERC1400HoldableCertificateToken Token smart contract name |
chainId required | string Example: chainId=1 Chain ID of Ethereum network where the transaction will be sent |
message required | string Example: message=User 3611ab62-94a9-4782-890f-221a64518c83 successfully created Response message |
Responses
Response samples
- 200
{- "certificate": "Ox...",
- "message": "Certificate retrieved successfully"
}
Response samples
- 200
{- "tokenStates": {
- "locked": {
- "kycRequired": false,
- "erc20Compliant": false,
- "ownerCanChange": true,
- "description": "Tokens can not be used without Codefi API, and have not been reserved yet, thus they can be transferred without restriction to other users of Codefi platform"
}, - "reserved": {
- "kycRequired": true,
- "erc20Compliant": false,
- "ownerCanChange": false,
- "description": "Tokens have been reserved by a verified user, which means tokens are destined to become issued tokens, thus can neither be transferred, nor used without Codefi API"
}, - "issued": {
- "kycRequired": true,
- "erc20Compliant": true,
- "ownerCanChange": true,
- "description": "Tokens have been issued, thus can be used on any ERC20-compliant platform/tool/exchange/etc., but only by verified users"
}, - "collateral": {
- "kycRequired": true,
- "erc20Compliant": false,
- "ownerCanChange": false,
- "description": "Tokens have already been issued, but can neither be transferred, nor used without Codefi API (e.g. without issuer s approval), since they have been collateralized"
}
}, - "message": "Token states listed successfully"
}
UtilsController_retrieveConfig
query Parameters
userConfiguration required | boolean Example: userConfiguration=true/false Should fach user configuration |
tenantId required | string Example: tenantId=fQPeYS1BhXQUbEKqBUGv0EXj7mluOfPa Tenant id of the config we would like to fetch |
Responses
Response samples
- 200
{- "config": {
- "id": "0b776e4c-1af7-40de-b70e-96023a74ae42",
- "tenantId": "MQp8....Fa5",
- "userId": "tenant",
- "name": "Codefi",
- "logo": "data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAALQAAAA8CAYAAADPLpCHAAAAGXRFWHRTb2Z0d2FyZQBBZG9iZSBJbWFnZVJlYWR5ccllPAAAA4RpVFh0WE1MOmNvbS5hZG9iZS54bXAAAAAAADw/eHBhY2tldCBiZWdpbj0i77u/IiBpZD0iVzVNME1wQ2VoaUh6cmVTek5UY3prYzlkIj8",
- "mainColor": "#2c56dd",
- "mainColorLight": "#2c56dd",
- "mainColorLighter": "#2c56dd",
- "mainColorDark": "#2c56dd",
- "mainColorDarker": "#2c56dd",
- "language": "en",
- "region": "fr-FR",
- "data": {
- "kycTemplateId": "53e059ee-45f0-4335-8c5a-ac2df21b9df3",
- "bypassKycChecks": true,
- "defaultAlias": "my-alias.assets-paris-dev.codefi.network",
- "aliases": "[]",
- "enableMarketplace": false,
- "region": "EU",
- "tenantType": "api",
- "createdAt": "2022-01-30T17:43:11.247Z",
- "tenantName": "Test Tenant",
- "usecase": "Bonds"
}, - "preferences": {
- "someKey": "some value"
}
}, - "message": "Custom config 0b776e4c-1af7-40de-b70e-96023a74ae42 retrieved successfully for tenant MQp8....Fa5"
}
UtilsController_createOrUpdateConfig
query Parameters
userConfiguration required | boolean Example: userConfiguration=true/false Should fach user configuration |
tenantId required | string Example: tenantId=fQPeYS1BhXQUbEKqBUGv0EXj7mluOfPa Tenant id of the config we would like to fetch |
Request Body schema: application/json
name required | string Name of the tenant |
logo required | string Logo of the tenant |
mailLogo required | string Mail logo of the tenant |
mailColor required | string Mail color of the tenant |
mainColor required | string Color for the tenant |
mainColorLight required | string Color for the tenant |
mainColorLighter required | string Color for the tenant |
mainColorDark required | string Color for the tenant |
mainColorDarker required | string Color for the tenant |
data required | object Object to store any additional data (potentially use case related data) |
preferences required | object Object to store any preferences |
language required | string Language |
region required | string Region |
restrictedAssetTypes | Array of strings Items Enum: "OPEN_END_FUND" "CLOSED_END_FUND" "FIXED_RATE_BOND" "CARBON_CREDITS" "PHYSICAL_ASSET" "CURRENCY" "SYNDICATED_LOAN" |
restrictedUserTypes | Array of strings Items Enum: "SUPERADMIN" "ADMIN" "ISSUER" "UNDERWRITER" "BROKER" "INVESTOR" "VEHICLE" "NOTARY" "VERIFIER" "NAV_MANAGER" |
Responses
Request samples
- Payload
{- "name": "Codefi Assets",
- "logo": "Config created successfully",
- "mailLogo": "any valid url https://www.exemple.com",
- "mailColor": "any valid hex color #ffffff",
- "mainColor": { },
- "mainColorLight": { },
- "mainColorLighter": { },
- "mainColorDark": { },
- "mainColorDarker": { },
- "data": { },
- "preferences": { },
- "language": { },
- "region": { },
- "restrictedAssetTypes": [
- "OPEN_END_FUND"
], - "restrictedUserTypes": [
- "SUPERADMIN"
]
}
Response samples
- 201
{- "config": {
- "id": "0b776e4c-1af7-40de-b70e-96023a74ae42",
- "tenantId": "MQp8....Fa5",
- "userId": "tenant",
- "name": "Codefi",
- "logo": "data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAALQAAAA8CAYAAADPLpCHAAAAGXRFWHRTb2Z0d2FyZQBBZG9iZSBJbWFnZVJlYWR5ccllPAAAA4RpVFh0WE1MOmNvbS5hZG9iZS54bXAAAAAAADw/eHBhY2tldCBiZWdpbj0i77u/IiBpZD0iVzVNME1wQ2VoaUh6cmVTek5UY3prYzlkIj8",
- "mainColor": "#2c56dd",
- "mainColorLight": "#2c56dd",
- "mainColorLighter": "#2c56dd",
- "mainColorDark": "#2c56dd",
- "mainColorDarker": "#2c56dd",
- "language": "en",
- "region": "fr-FR",
- "data": {
- "kycTemplateId": "53e059ee-45f0-4335-8c5a-ac2df21b9df3",
- "bypassKycChecks": true,
- "defaultAlias": "my-alias.assets-paris-dev.codefi.network",
- "aliases": "[]",
- "enableMarketplace": false,
- "region": "EU",
- "tenantType": "api",
- "createdAt": "2022-01-30T17:43:11.247Z",
- "tenantName": "Test Tenant",
- "usecase": "Bonds"
}, - "preferences": {
- "someKey": "some value"
}
}, - "newConfig": true,
- "message": "Config created successfully for tenant MQp8....Fa5"
}
UtilsController_listAllTenants
query Parameters
offset required | number >= 0 Index of first tenant to fetch |
limit required | number <= 50 Example: limit=100 Max amount of orders to fetch |
Responses
Response samples
- 200
{- "tenants": [
- {
- "clientId": "eRlC....XLf",
- "clientSecret": "_Zi...jDt",
- "name": "Acme Corp",
- "description": "Tenant for Acme Corp",
- "appType": "non_interactive",
- "clientMetadata": {
- "aliases": "['customer.assets-paris-dev.codefi.network', 'customer.payments.codefi.network']",
- "tenantId": "eRlC....XLf",
- "subTenantId": "dev",
- "assets": "true"
}, - "grantTypes": [
- "password",
- "authorization_code",
- "implicit",
- "refresh_token",
- "client_credentials"
], - "jwtConfiguration": {
- "lifetime_in_seconds": 36000,
- "secret_encoded": false
}
}
], - "count": 3,
- "total": 543,
- "message": "3 Codefi Assets tenants listed successfully"
}
UtilsController_createTenant
Request Body schema: application/json
tenantName required | string Name of the tenant to create |
email required | string Email of the tenant admin |
password required | string Password of the tenant admin |
enableMarketplace required | boolean enable market place for the platform |
usecase required | string The primary use case for the platform |
firstName required | string First name of the tenant admin |
lastName required | string Last name of the tenant admin |
region required | string Region where the data are stored |
defaultAlias required | string Default alias |
aliases required | Array of strings Alias URLs |
tenantType required | string Enum: "platform_multi_issuer" "platform_single_issuer" "api" Type of tenant. Not a technical field, it is used for internal accounting. |
kycTemplateId required | string Optional parameter to define a default KYC template for a given tenant |
faucetNetworksKeys | Array of strings List of Networks (keys) for which we want to create a Faucet |
createM2mClientApplication required | boolean If set to 'true', a machine-to-machine client application shall be created for the tenant |
sendNotification required | boolean Send notification flag (if true user will be notified by mail) |
Responses
Request samples
- Payload
{- "tenantName": "Codefi",
- "password": "xxx-xxx-xxx",
- "enableMarketplace": "true",
- "usecase": "collectables",
- "firstName": "Codefi",
- "lastName": "Codefi",
- "region": "EU",
- "defaultAlias": "my-tenant-name.assets.codefi.network",
- "aliases": "[\"my-tenant-name.assets.codefi.network\", \"my-tenant-name.payments.codefi.network\"]",
- "tenantType": "API",
- "kycTemplateId": "string",
- "faucetNetworksKeys": [
- "some_network_key",
- "some_other_network_key"
], - "createM2mClientApplication": true,
- "sendNotification": true
}
Response samples
- 201
{- "config": {
- "id": "0b776e4c-1af7-40de-b70e-96023a74ae42",
- "tenantId": "MQp8....Fa5",
- "userId": "tenant",
- "name": "Codefi",
- "logo": "data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAALQAAAA8CAYAAADPLpCHAAAAGXRFWHRTb2Z0d2FyZQBBZG9iZSBJbWFnZVJlYWR5ccllPAAAA4RpVFh0WE1MOmNvbS5hZG9iZS54bXAAAAAAADw/eHBhY2tldCBiZWdpbj0i77u/IiBpZD0iVzVNME1wQ2VoaUh6cmVTek5UY3prYzlkIj8",
- "mainColor": "#2c56dd",
- "mainColorLight": "#2c56dd",
- "mainColorLighter": "#2c56dd",
- "mainColorDark": "#2c56dd",
- "mainColorDarker": "#2c56dd",
- "language": "en",
- "region": "fr-FR",
- "data": {
- "kycTemplateId": "53e059ee-45f0-4335-8c5a-ac2df21b9df3",
- "bypassKycChecks": true,
- "defaultAlias": "my-alias.assets-paris-dev.codefi.network",
- "aliases": "[]",
- "enableMarketplace": false,
- "region": "EU",
- "tenantType": "api",
- "createdAt": "2022-01-30T17:43:11.247Z",
- "tenantName": "Test Tenant",
- "usecase": "Bonds"
}, - "preferences": {
- "someKey": "some value"
}
}, - "tenant": {
- "clientId": "eRlC....XLf",
- "clientSecret": "_Zi...jDt",
- "name": "Acme Corp",
- "description": "Tenant for Acme Corp",
- "appType": "non_interactive",
- "clientMetadata": {
- "aliases": "['customer.assets-paris-dev.codefi.network', 'customer.payments.codefi.network']",
- "tenantId": "eRlC....XLf",
- "subTenantId": "dev",
- "assets": "true"
}, - "grantTypes": [
- "password",
- "authorization_code",
- "implicit",
- "refresh_token",
- "client_credentials"
], - "jwtConfiguration": {
- "lifetime_in_seconds": 36000,
- "secret_encoded": false
}
}, - "newTenant": true,
- "firstUser": {
- "id": "3611ab62-94a9-4782-890f-221a64518c83",
- "tenantId": "eRlC....XLf",
- "authId": "auth0|5fe0ce446843db0077c47e43",
- "firstConnectionCode": "po2LcDbR-cSCoVZ7F-TCmVs0nx-kLotkoAG",
- "superUserId": null,
- "userType": "INVESTOR",
- "userNature": "NATURAL",
- "accessType": "READWRITE",
- "phone": "+33 6 12 01 19 49",
- "prefix": "Mr.",
- "firstName": "John",
- "lastName": "Doe",
- "defaultWallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "wallets": [
- {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}
], - "picture": "profile.pic.png",
- "docuSignId": "767db668-ad45-4100-ac57-e6d39a9f7162",
- "bankAccount": {
- "bank": "Societe Generale",
- "IBAN": "FR7630056009271234567890182",
- "account": "12345678901"
}, - "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}, - "codefiUsers": {
- "ADMIN": {
- "id": "3611ab62-94a9-4782-890f-221a64518c83",
- "tenantId": "eRlC....XLf",
- "authId": "auth0|5fe0ce446843db0077c47e43",
- "firstConnectionCode": "po2LcDbR-cSCoVZ7F-TCmVs0nx-kLotkoAG",
- "superUserId": null,
- "userType": "INVESTOR",
- "userNature": "NATURAL",
- "accessType": "READWRITE",
- "phone": "+33 6 12 01 19 49",
- "prefix": "Mr.",
- "firstName": "John",
- "lastName": "Doe",
- "defaultWallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "wallets": [
- {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}
], - "picture": "profile.pic.png",
- "docuSignId": "767db668-ad45-4100-ac57-e6d39a9f7162",
- "bankAccount": {
- "bank": "Societe Generale",
- "IBAN": "FR7630056009271234567890182",
- "account": "12345678901"
}, - "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}, - "ISSUER": {
- "id": "3611ab62-94a9-4782-890f-221a64518c83",
- "tenantId": "eRlC....XLf",
- "authId": "auth0|5fe0ce446843db0077c47e43",
- "firstConnectionCode": "po2LcDbR-cSCoVZ7F-TCmVs0nx-kLotkoAG",
- "superUserId": null,
- "userType": "INVESTOR",
- "userNature": "NATURAL",
- "accessType": "READWRITE",
- "phone": "+33 6 12 01 19 49",
- "prefix": "Mr.",
- "firstName": "John",
- "lastName": "Doe",
- "defaultWallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "wallets": [
- {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}
], - "picture": "profile.pic.png",
- "docuSignId": "767db668-ad45-4100-ac57-e6d39a9f7162",
- "bankAccount": {
- "bank": "Societe Generale",
- "IBAN": "FR7630056009271234567890182",
- "account": "12345678901"
}, - "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}, - "INVESTOR": {
- "id": "3611ab62-94a9-4782-890f-221a64518c83",
- "tenantId": "eRlC....XLf",
- "authId": "auth0|5fe0ce446843db0077c47e43",
- "firstConnectionCode": "po2LcDbR-cSCoVZ7F-TCmVs0nx-kLotkoAG",
- "superUserId": null,
- "userType": "INVESTOR",
- "userNature": "NATURAL",
- "accessType": "READWRITE",
- "phone": "+33 6 12 01 19 49",
- "prefix": "Mr.",
- "firstName": "John",
- "lastName": "Doe",
- "defaultWallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "wallets": [
- {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}
], - "picture": "profile.pic.png",
- "docuSignId": "767db668-ad45-4100-ac57-e6d39a9f7162",
- "bankAccount": {
- "bank": "Societe Generale",
- "IBAN": "FR7630056009271234567890182",
- "account": "12345678901"
}, - "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}
}, - "postmanCredentials": {
- "id": "899cb848-10f2-40a3-a028-9e28c9356746",
- "name": "dev-eu.codefi.acme.corp",
- "values": [
- {
- "key": "CODEFI_API_ROOT",
- "enabled": true
}, - {
- "key": "CODEFI_API",
- "value": "{{CODEFI_API_ROOT}}/v2",
- "enabled": true
}, - {
- "key": "AUTH_CLIENT_ID",
- "value": "eRlC....XLf",
- "enabled": true
}, - {
- "key": "AUTH_CLIENT_SECRET",
- "value": "_Zi...jDt",
- "enabled": true
}, - {
- "key": "AUTH_PASSWORD",
- "value": "Codefi2020!",
- "enabled": true
}
], - "_postman_variable_scope": "environment",
- "_postman_exported_at": "2020-09-10T08:50:24.603Z",
- "_postman_exported_using": "Postman/7.31.1"
}, - "clientApplication": {
- "clientId": "eRlC....XLf",
- "clientSecret": "_Zi...jDt",
- "name": "Acme Corp",
- "description": "Tenant for Acme Corp",
- "appType": "non_interactive",
- "clientMetadata": {
- "aliases": "['customer.assets-paris-dev.codefi.network', 'customer.payments.codefi.network']",
- "tenantId": "eRlC....XLf",
- "subTenantId": "dev",
- "assets": "true"
}, - "grantTypes": [
- "password",
- "authorization_code",
- "implicit",
- "refresh_token",
- "client_credentials"
], - "jwtConfiguration": {
- "lifetime_in_seconds": 36000,
- "secret_encoded": false
}
}, - "m2mClientApplication": {
- "clientId": "eRlC....XLf",
- "clientSecret": "_Zi...jDt",
- "name": "Acme Corp",
- "description": "Tenant for Acme Corp",
- "appType": "non_interactive",
- "clientMetadata": {
- "aliases": "['customer.assets-paris-dev.codefi.network', 'customer.payments.codefi.network']",
- "tenantId": "eRlC....XLf",
- "subTenantId": "dev",
- "assets": "true"
}, - "grantTypes": [
- "password",
- "authorization_code",
- "implicit",
- "refresh_token",
- "client_credentials"
], - "jwtConfiguration": {
- "lifetime_in_seconds": 36000,
- "secret_encoded": false
}
}, - "faucetIds": [
- "14ea4e33-0203-49db-b0b6-b092472098bc",
- "125eb4e6-5b5a-4fcd-ace5-372b4bebb0c9"
], - "message": "Tenant with ID eRlC....XLf has been successfully created for Codefi"
}
UtilsController_retrieveTenant
path Parameters
tenantIdOrAlias required | string Example: eRlC....XLf Id of tenant OR alias |
Responses
Response samples
- 200
{- "tenant": {
- "clientId": "eRlC....XLf",
- "clientSecret": "_Zi...jDt",
- "name": "Acme Corp",
- "description": "Tenant for Acme Corp",
- "appType": "non_interactive",
- "clientMetadata": {
- "aliases": "['customer.assets-paris-dev.codefi.network', 'customer.payments.codefi.network']",
- "tenantId": "eRlC....XLf",
- "subTenantId": "dev",
- "assets": "true"
}, - "grantTypes": [
- "password",
- "authorization_code",
- "implicit",
- "refresh_token",
- "client_credentials"
], - "jwtConfiguration": {
- "lifetime_in_seconds": 36000,
- "secret_encoded": false
}
}, - "clientApplications": {
- "clientId": "eRlC....XLf",
- "clientSecret": "_Zi...jDt",
- "name": "Acme Corp",
- "description": "Tenant for Acme Corp",
- "appType": "non_interactive",
- "clientMetadata": {
- "aliases": "['customer.assets-paris-dev.codefi.network', 'customer.payments.codefi.network']",
- "tenantId": "eRlC....XLf",
- "subTenantId": "dev",
- "assets": "true"
}, - "grantTypes": [
- "password",
- "authorization_code",
- "implicit",
- "refresh_token",
- "client_credentials"
], - "jwtConfiguration": {
- "lifetime_in_seconds": 36000,
- "secret_encoded": false
}
}, - "config": {
- "id": "0b776e4c-1af7-40de-b70e-96023a74ae42",
- "tenantId": "MQp8....Fa5",
- "userId": "tenant",
- "name": "Codefi",
- "logo": "data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAALQAAAA8CAYAAADPLpCHAAAAGXRFWHRTb2Z0d2FyZQBBZG9iZSBJbWFnZVJlYWR5ccllPAAAA4RpVFh0WE1MOmNvbS5hZG9iZS54bXAAAAAAADw/eHBhY2tldCBiZWdpbj0i77u/IiBpZD0iVzVNME1wQ2VoaUh6cmVTek5UY3prYzlkIj8",
- "mainColor": "#2c56dd",
- "mainColorLight": "#2c56dd",
- "mainColorLighter": "#2c56dd",
- "mainColorDark": "#2c56dd",
- "mainColorDarker": "#2c56dd",
- "language": "en",
- "region": "fr-FR",
- "data": {
- "kycTemplateId": "53e059ee-45f0-4335-8c5a-ac2df21b9df3",
- "bypassKycChecks": true,
- "defaultAlias": "my-alias.assets-paris-dev.codefi.network",
- "aliases": "[]",
- "enableMarketplace": false,
- "region": "EU",
- "tenantType": "api",
- "createdAt": "2022-01-30T17:43:11.247Z",
- "tenantName": "Test Tenant",
- "usecase": "Bonds"
}, - "preferences": {
- "someKey": "some value"
}
}, - "configType": "custom",
- "firstUser": {
- "id": "3611ab62-94a9-4782-890f-221a64518c83",
- "tenantId": "eRlC....XLf",
- "authId": "auth0|5fe0ce446843db0077c47e43",
- "firstConnectionCode": "po2LcDbR-cSCoVZ7F-TCmVs0nx-kLotkoAG",
- "superUserId": null,
- "userType": "INVESTOR",
- "userNature": "NATURAL",
- "accessType": "READWRITE",
- "phone": "+33 6 12 01 19 49",
- "prefix": "Mr.",
- "firstName": "John",
- "lastName": "Doe",
- "defaultWallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "wallets": [
- {
- "address": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "type": "vault",
- "data": {
- "description": "This wallet is stored in Orchestrate's vault",
- "exampleKey": "exampleValue"
}
}
], - "picture": "profile.pic.png",
- "docuSignId": "767db668-ad45-4100-ac57-e6d39a9f7162",
- "bankAccount": {
- "bank": "Societe Generale",
- "IBAN": "FR7630056009271234567890182",
- "account": "12345678901"
}, - "data": { },
- "createdAt": "1990-12-19T08:24:00.000Z",
- "updatedAt": "1990-12-19T08:24:00.000Z"
}, - "codefiUsers": {
}, - "message": "Codefi Assets tenant with ID eRlC....XLf retrieved successfully"
}
UtilsController_createM2mApplicationForTenant
path Parameters
tenantId required | string Example: eRlC....XLf ID of tenant, an m2m client application shall be created for |
Responses
Response samples
- 201
{- "m2mClientApplication": {
- "clientId": "eRlC....XLf",
- "clientSecret": "_Zi...jDt",
- "name": "Acme Corp",
- "description": "Tenant for Acme Corp",
- "appType": "non_interactive",
- "clientMetadata": {
- "aliases": "['customer.assets-paris-dev.codefi.network', 'customer.payments.codefi.network']",
- "tenantId": "eRlC....XLf",
- "subTenantId": "dev",
- "assets": "true"
}, - "grantTypes": [
- "password",
- "authorization_code",
- "implicit",
- "refresh_token",
- "client_credentials"
], - "jwtConfiguration": {
- "lifetime_in_seconds": 36000,
- "secret_encoded": false
}
}, - "newM2mClientApplication": true,
- "message": "M2M client application has been successfully created for tenant with id eRlC....XLf"
}
UtilsController_deleteTenantData
path Parameters
tenantId required | string Example: eRlC....XLf ID of tenant for data cleanup |
query Parameters
deleteTenantKYCTemplateData | boolean delete tenant's KYC template data? |
deleteTenantWorkflowData | boolean Example: deleteTenantWorkflowData=true delete tenant's workflow data? |
deleteTenantMetaData | boolean delete tenant's Metadata? |
doNotDeleteTenantConfigs | boolean Example: doNotDeleteTenantConfigs=true Do Not delete Tenant Configs (Micro control parameter for MetaData)? |
doNotDeleteTenantUsers | boolean Example: doNotDeleteTenantUsers=true Do Not delete Tenant Users (Micro control parameter for MetaData)? |
doNotDeleteTenantAssetTemplates | boolean Example: doNotDeleteTenantAssetTemplates=true Do Not delete Tenant Asset Templates (Micro control parameter for MetaData)? |
doNotDeleteTenantAssetElements | boolean Example: doNotDeleteTenantAssetElements=true Do Not delete Tenant Asset Elements (Micro control parameter for MetaData)? |
Responses
Response samples
- 200
{- "message": "Data for Codefi Assets tenant with ID eRlC....XLf has been successfully deleted"
}
UtilsController_getPostmanCredentials
path Parameters
tenantId required | string Example: eRlC....XLf ID of tenant from which we want to retrieve postman credentials |
Responses
Response samples
- 200
{- "postmanCredentials": {
- "id": "899cb848-10f2-40a3-a028-9e28c9356746",
- "name": "dev-eu.codefi.acme.corp",
- "values": [
- {
- "key": "CODEFI_API_ROOT",
- "enabled": true
}, - {
- "key": "CODEFI_API",
- "value": "{{CODEFI_API_ROOT}}/v2",
- "enabled": true
}, - {
- "key": "AUTH_CLIENT_ID",
- "value": "eRlC....XLf",
- "enabled": true
}, - {
- "key": "AUTH_CLIENT_SECRET",
- "value": "_Zi...jDt",
- "enabled": true
}, - {
- "key": "AUTH_PASSWORD",
- "value": "Codefi2020!",
- "enabled": true
}
], - "_postman_variable_scope": "environment",
- "_postman_exported_at": "2020-09-10T08:50:24.603Z",
- "_postman_exported_using": "Postman/7.31.1"
}
}
HooksController_triggerHookFunction
Request Body schema: application/json
tenantId required | string ID of tenant that sent the transaction |
txIdentifier required | string Transaction identifier (can be an orchestrateId, a txHash or a ledger transaction identifier) |
txHash required | string Transaction hash (only if transaction has been validated) |
receipt required | object Transaction receipt (only if transaction has been validated) |
txStatus required | string Enum: "pending" "processing" "validated" "reverted" "failed" Status of the transaction, chosen amongst pending,processing,validated,reverted,failed |
errors required | object Errors provided by Orchestrate |
Responses
Request samples
- Payload
{- "tenantId": true,
- "txIdentifier": true,
- "txHash": "{\"type\":\"orchestrate\",\"data\":{\"tenantId\":\"codefi\",\"name\":\"Main Ethereum Network\",\"key\":\"mainnet\",\"chainId\":\"1\",\"type\":\"pow\",\"description\":\"Frontier, Homestead, Metropolis, the Ethereum public PoW main network\",\"ethRequired\":true,\"kaleido\":false,\"faucetMinEthValue\":\"300000000000000000\",\"isAlive\":true}}",
- "receipt": {
- "blockHash": "0x332b317eaabb3b1b4fac27da1d9dc79b6cf074857b88f1188f69c1eb2fd19f48",
- "blockNumber": 4425387,
- "contractAddress": "0xFf6b2a14025587eA8020c336bF919CF7525FCA50",
- "cumulativeGasUsed": 6623340,
- "from": "0xf24339a4451510a461563f5044260b22d6dadead",
- "gasUsed": 6623340,
- "logsBloom": "0x00800000020000200000000000000000000000000000000000800000000000001000000000000400000000000000000000000000000000000000000000000000000000000000000000000000000080000005000400040000000000000000000000000000020400100000000000800800000010008020000000000000000000400000000000000000000000000000000000000000000000000000000000000001000040000000000000000000010000000000000000000000208800000000000000000000000000000000000000000002000000000000000000000000000020000010000000000000000000000000000000000000000000000000000000004000",
- "status": true,
- "to": null,
- "transactionHash": "0x3e4b61de09df673681173838d719b728157ed81fd63775a129b760686dcb9df8",
- "transactionIndex": 0,
- "events": { }
}, - "txStatus": "validated",
- "errors": {
- "error": "insufficient gas"
}
}
Response samples
- 200
{ }
EventController_listAllEvents
query Parameters
offset required | number >= 0 Index of first event to fetch |
limit required | number <= 50 Example: limit=100 Max amount of events to fetch |
tokenId required | string Example: tokenId=423baf7e-66fc-4e40-a5d6-4b7384bd665d ID of token, events list shall be filtered for |
states required | string Example: states=["scheduled"] Filter parameter to retrieve events with specific states. The parameter shall be a stringified array of states. |
functionNames required | string Example: functionNames=["createEvent"] Filter parameter to retrieve events with specific function names. The parameter shall be a stringified array of functionNames. |
types required | string Example: types=["COUPON"] Filter parameter to retrieve events of specific type. The parameter shall be a stringified array of types. |
userIds required | string Example: userIds=["3611ab62-94a9-4782-890f-221a64518c83"] Filter parameter to retrieve events of specific users. The parameter shall be a stringified array of userIds. |
dates required | string Example: dates=["Sun Dec 17 1995"] Filter parameter to retrieve events of specific dates. The parameter shall be a stringified array of dates. |
Responses
Response samples
- 200
{- "events": [
- {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "EVENT",
- "name": "createEvent",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 13,
- "quantity": 0,
- "price": 0,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "scheduled",
- "data": {
- "eventType": "COUPON",
- "nextStatus": "settled",
- "amount": 10,
- "settlementDate": "1990-09-19T08:24:00.000Z"
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}
], - "count": 3,
- "total": 543,
- "message": "Events listed successfully for user 3611ab62-94a9-4782-890f-221a64518c83, filtered for token 423baf7e-66fc-4e40-a5d6-4b7384bd665d"
}
EventController_retrieveEvent
path Parameters
eventIndex required | number Example: 3491 Index of event to retrieve |
Responses
Response samples
- 200
{- "event": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "EVENT",
- "name": "createEvent",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 13,
- "quantity": 0,
- "price": 0,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "scheduled",
- "data": {
- "eventType": "COUPON",
- "nextStatus": "settled",
- "amount": 10,
- "settlementDate": "1990-09-19T08:24:00.000Z"
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "Event with index id retrieved successfully"
}
EventController_deleteEvent
path Parameters
eventIndex required | number Example: 3491 Index of event to delete |
Responses
Response samples
- 200
{- "event": {
- "id": 1398,
- "tenantId": "MQp8....Fa5",
- "idempotencyKey": "ae5a189f-bcb4-4170-8122-de3a9fe62e94",
- "workflowType": "EVENT",
- "name": "createEvent",
- "role": "ISSUER",
- "userId": "3611ab62-94a9-4782-890f-221a64518c83",
- "entityId": "e621d692-3b45-43a6-8ad9-9fc13f203802",
- "assetClassKey": "classA",
- "objectId": "",
- "recipientId": "",
- "workflowTemplateId": 13,
- "quantity": 0,
- "price": 0,
- "paymentId": "IgOauKYc",
- "documentId": "",
- "wallet": "0xd200b5d89f719473573be585eadedc8c916e5515",
- "date": "1990-09-19T08:24:00.000Z",
- "state": "scheduled",
- "data": {
- "eventType": "COUPON",
- "nextStatus": "settled",
- "amount": 10,
- "settlementDate": "1990-09-19T08:24:00.000Z"
}, - "createdAt": "1995-12-17T03:24:00.000Z",
- "updatedAt": "1995-12-17T03:24:00.000Z"
}, - "message": "Event with index id deleted successfully"
}