searchPortfolio

Perform various search operations on portfolio records.

Symitar eDocs References: Coming soon.

Operations

searchPortfolioPagedSelectFields

post

Authorizations

bearerAuth

AuthorizationstringRequired

Bearer authentication header of the form Bearer <token>.

Body

application/json

AccountNumberstringOptional

Responses

200

Successful operation.

application/json

post

/searchPortfolioPagedSelectFields

HTTPcURLJavaScriptPython

POST /nexum/627/persistent/account/searchPortfolioPagedSelectFields HTTP/1.1
Host: naas.ymcu.libum.io
Authorization: Bearer YOUR_SECRET_TOKEN
Content-Type: application/json
Accept: */*
Content-Length: 510

{
  "Credentials": {
    "UserNumberCredentials": {
      "UserNumber": 1995,
      "Password": "2dfKQYR!TeXJwe"
    }
  },
  "AccountNumber": "text",
  "PagingRequestContext": {
    "NumberOfRecordsToReturn": 1,
    "NumberOfRecordsToSkip": 1,
    "Token": "text"
  },
  "SelectableFields": {
    "IncludeAllPortfolioFields": true,
    "PortfolioFields": {
      "AvailableBalance": true,
      "Balance": true,
      "CloseDate": true,
      "Description": true,
      "FmLastDate": true,
      "Id": true,
      "NotePurgeDate": true,
      "RecordChangeDate": true
    }
  },
  "SearchFilter": {
    "Query": "text"
  },
  "nxAttributes": {
    "customFields": {
      "appId": "glaci"
    }
  }
}

200

Successful operation.

{
  "Portfolio": [
    {
      "AvailableBalance": 1,
      "Balance": 1,
      "CloseDate": "2025-12-25",
      "Description": "text",
      "FmLastDate": "2025-12-25",
      "Id": "text",
      "NotePurgeDate": "2025-12-25",
      "PortfolioHoldList": {
        "hasReachedMaximumListSize": true,
        "PortfolioHold": [
          {
            "AchRecurringStop": 1,
            "Amount": 1,
            "AvailableBalance": 1,
            "EffectiveDate": "2025-12-25",
            "ExpirationDate": "2025-12-25",
            "ExpirationTime": 1,
            "FeeCode": 1,
            "FeeDescription": "text",
            "HoldCreationDate": "2025-12-25",
            "HoldCreationTime": "text",
            "LedgerBalance": 1,
            "Locator": 1,
            "MatchDate": "2025-12-25",
            "MatchTime": 1,
            "MemberBranch": "text",
            "PayeeName": "text",
            "RecordChangeDate": "2025-12-25",
            "Reference1": "text",
            "Reference2": "text",
            "Reference3": "text",
            "Reference4": "text",
            "StopPayCode": 1,
            "TransactionType": 1,
            "Type": 1
          }
        ]
      },
      "PortfolioNoteList": {
        "hasReachedMaximumListSize": true,
        "PortfolioNote": [
          {
            "Code": 1,
            "EnterDate": "2025-12-25",
            "EnterTime": 1,
            "ExpirationDate": "2025-12-25",
            "Id": "text",
            "IdType": 1,
            "Locator": 1,
            "RecordChangeDate": "2025-12-25",
            "Text": [
              {
                "EntryId": 1,
                "Text": "text"
              }
            ],
            "TextLineCount": 1,
            "UserId": 1,
            "VoidFlag": 1,
            "VoidedBy": 1
          }
        ]
      },
      "PortfolioTrackingList": {
        "hasReachedMaximumListSize": true,
        "PortfolioTracking": [
          {
            "CreationDate": "2025-12-25",
            "CreationTime": 1,
            "ExpireDate": "2025-12-25",
            "FmLastDate": "2025-12-25",
            "Id": "text",
            "IdType": 1,
            "Locator": 1,
            "RecordChangeDate": "2025-12-25",
            "TrackingCode": 1,
            "Type": 1,
            "UserAmount1": 1,
            "UserAmount10": 1,
            "UserAmount11": 1,
            "UserAmount12": 1,
            "UserAmount13": 1,
            "UserAmount14": 1,
            "UserAmount15": 1,
            "UserAmount16": 1,
            "UserAmount17": 1,
            "UserAmount18": 1,
            "UserAmount19": 1,
            "UserAmount2": 1,
            "UserAmount20": 1,
            "UserAmount3": 1,
            "UserAmount4": 1,
            "UserAmount5": 1,
            "UserAmount6": 1,
            "UserAmount7": 1,
            "UserAmount8": 1,
            "UserAmount9": 1,
            "UserChar1": "text",
            "UserChar10": "text",
            "UserChar11": "text",
            "UserChar12": "text",
            "UserChar13": "text",
            "UserChar14": "text",
            "UserChar15": "text",
            "UserChar16": "text",
            "UserChar17": "text",
            "UserChar18": "text",
            "UserChar19": "text",
            "UserChar2": "text",
            "UserChar20": "text",
            "UserChar3": "text",
            "UserChar4": "text",
            "UserChar5": "text",
            "UserChar6": "text",
            "UserChar7": "text",
            "UserChar8": "text",
            "UserChar9": "text",
            "UserCode1": 1,
            "UserCode10": 1,
            "UserCode11": 1,
            "UserCode12": 1,
            "UserCode13": 1,
            "UserCode14": 1,
            "UserCode15": 1,
            "UserCode16": 1,
            "UserCode17": 1,
            "UserCode18": 1,
            "UserCode19": 1,
            "UserCode2": 1,
            "UserCode20": 1,
            "UserCode3": 1,
            "UserCode4": 1,
            "UserCode5": 1,
            "UserCode6": 1,
            "UserCode7": 1,
            "UserCode8": 1,
            "UserCode9": 1,
            "UserDate1": "2025-12-25",
            "UserDate10": "2025-12-25",
            "UserDate11": "2025-12-25",
            "UserDate12": "2025-12-25",
            "UserDate13": "2025-12-25",
            "UserDate14": "2025-12-25",
            "UserDate15": "2025-12-25",
            "UserDate16": "2025-12-25",
            "UserDate17": "2025-12-25",
            "UserDate18": "2025-12-25",
            "UserDate19": "2025-12-25",
            "UserDate2": "2025-12-25",
            "UserDate20": "2025-12-25",
            "UserDate3": "2025-12-25",
            "UserDate4": "2025-12-25",
            "UserDate5": "2025-12-25",
            "UserDate6": "2025-12-25",
            "UserDate7": "2025-12-25",
            "UserDate8": "2025-12-25",
            "UserDate9": "2025-12-25",
            "UserId": 1,
            "UserNumber1": 1,
            "UserNumber10": 1,
            "UserNumber11": 1,
            "UserNumber12": 1,
            "UserNumber13": 1,
            "UserNumber14": 1,
            "UserNumber15": 1,
            "UserNumber16": 1,
            "UserNumber17": 1,
            "UserNumber18": 1,
            "UserNumber19": 1,
            "UserNumber2": 1,
            "UserNumber20": 1,
            "UserNumber3": 1,
            "UserNumber4": 1,
            "UserNumber5": 1,
            "UserNumber6": 1,
            "UserNumber7": 1,
            "UserNumber8": 1,
            "UserNumber9": 1,
            "UserRate1": 1,
            "UserRate10": 1,
            "UserRate11": 1,
            "UserRate12": 1,
            "UserRate13": 1,
            "UserRate14": 1,
            "UserRate15": 1,
            "UserRate16": 1,
            "UserRate17": 1,
            "UserRate18": 1,
            "UserRate19": 1,
            "UserRate2": 1,
            "UserRate20": 1,
            "UserRate3": 1,
            "UserRate4": 1,
            "UserRate5": 1,
            "UserRate6": 1,
            "UserRate7": 1,
            "UserRate8": 1,
            "UserRate9": 1
          }
        ]
      },
      "RecordChangeDate": "2025-12-25"
    }
  ],
  "Token": "text"
}

searchPortfolioHoldPagedSelectFields

post

Authorizations

bearerAuth

AuthorizationstringRequired

Bearer authentication header of the form Bearer <token>.

Body

application/json

AccountNumberstringOptional

PortfolioIdstringOptional

Responses

200

Successful operation.

application/json

post

/searchPortfolioHoldPagedSelectFields

HTTPcURLJavaScriptPython

POST /nexum/627/persistent/account/searchPortfolioHoldPagedSelectFields HTTP/1.1
Host: naas.ymcu.libum.io
Authorization: Bearer YOUR_SECRET_TOKEN
Content-Type: application/json
Accept: */*
Content-Length: 860

{
  "Credentials": {
    "UserNumberCredentials": {
      "UserNumber": 1995,
      "Password": "2dfKQYR!TeXJwe"
    }
  },
  "AccountNumber": "text",
  "PortfolioId": "text",
  "PagingRequestContext": {
    "NumberOfRecordsToReturn": 1,
    "NumberOfRecordsToSkip": 1,
    "Token": "text"
  },
  "SelectableFields": {
    "IncludeAllPortfolioHoldFields": true,
    "PortfolioHoldFields": {
      "AchRecurringStop": true,
      "Amount": true,
      "AvailableBalance": true,
      "EffectiveDate": true,
      "ExpirationDate": true,
      "ExpirationTime": true,
      "FeeCode": true,
      "FeeDescription": true,
      "HoldCreationDate": true,
      "HoldCreationTime": true,
      "LedgerBalance": true,
      "Locator": true,
      "MatchDate": true,
      "MatchTime": true,
      "MemberBranch": true,
      "PayeeName": true,
      "RecordChangeDate": true,
      "Reference1": true,
      "Reference2": true,
      "Reference3": true,
      "Reference4": true,
      "StopPayCode": true,
      "TransactionType": true,
      "Type": true
    }
  },
  "SearchFilter": {
    "Query": "text"
  },
  "nxAttributes": {
    "customFields": {
      "appId": "glaci"
    }
  }
}

200

Successful operation.

{
  "PortfolioHold": [
    {
      "AchRecurringStop": 1,
      "Amount": 1,
      "AvailableBalance": 1,
      "EffectiveDate": "2025-12-25",
      "ExpirationDate": "2025-12-25",
      "ExpirationTime": 1,
      "FeeCode": 1,
      "FeeDescription": "text",
      "HoldCreationDate": "2025-12-25",
      "HoldCreationTime": "text",
      "LedgerBalance": 1,
      "Locator": 1,
      "MatchDate": "2025-12-25",
      "MatchTime": 1,
      "MemberBranch": "text",
      "PayeeName": "text",
      "RecordChangeDate": "2025-12-25",
      "Reference1": "text",
      "Reference2": "text",
      "Reference3": "text",
      "Reference4": "text",
      "StopPayCode": 1,
      "TransactionType": 1,
      "Type": 1
    }
  ],
  "Token": "text"
}