updatePortfolio

Perform various update operations on portfolio records.

Symitar eDocs References: Coming soon.

Operations

updatePortfolioByID

post

Authorizations

bearerAuth

Body

application/json

AccountNumberstringOptional

PortfolioIdstringOptional

Responses

200

Successful operation.

application/json

post

/updatePortfolioByID

HTTPcURLJavaScriptPython

POST /nexum/627/persistent/account/updatePortfolioByID HTTP/1.1
Host: naas.ymcu.libum.io
Authorization: Bearer YOUR_SECRET_TOKEN
Content-Type: application/json
Accept: */*
Content-Length: 381

{
  "Credentials": {
    "UserNumberCredentials": {
      "UserNumber": 1995,
      "Password": "2dfKQYR!TeXJwe"
    }
  },
  "AccountNumber": "text",
  "PortfolioId": "text",
  "PortfolioFields": {
    "AvailableBalance": 1,
    "Balance": 1,
    "CloseDate": "2025-11-07",
    "Description": "text",
    "FmLastDate": "2025-11-07",
    "Id": "text",
    "NotePurgeDate": "2025-11-07",
    "RecordChangeDate": "2025-11-07"
  },
  "nxAttributes": {
    "customFields": {
      "appId": "glaci"
    }
  }
}

200

Successful operation.

{
  "UpdateStatus": {
    "isAllFieldsUpdateSuccess": true,
    "FailedUpdateStatus": {
      "Record": "text",
      "ErrorCode": "text",
      "ErrorMessage": "text",
      "PrimaryKeyField": [
        {
          "Name": "text",
          "Value": "text"
        }
      ]
    }
  }
}

updatePortfolioHoldByID

post

Authorizations

bearerAuth

Body

application/json

AccountNumberstringOptional

PortfolioIdstringOptional

PortfolioHoldLocatorintegerOptional

Responses

200

Successful operation.

application/json

post

/updatePortfolioHoldByID

HTTPcURLJavaScriptPython

POST /nexum/627/persistent/account/updatePortfolioHoldByID HTTP/1.1
Host: naas.ymcu.libum.io
Authorization: Bearer YOUR_SECRET_TOKEN
Content-Type: application/json
Accept: */*
Content-Length: 724

{
  "Credentials": {
    "UserNumberCredentials": {
      "UserNumber": 1995,
      "Password": "2dfKQYR!TeXJwe"
    }
  },
  "AccountNumber": "text",
  "PortfolioId": "text",
  "PortfolioHoldLocator": 1,
  "PortfolioHoldFields": {
    "AchRecurringStop": 1,
    "Amount": 1,
    "AvailableBalance": 1,
    "EffectiveDate": "2025-11-07",
    "ExpirationDate": "2025-11-07",
    "ExpirationTime": 1,
    "FeeCode": 1,
    "FeeDescription": "text",
    "HoldCreationDate": "2025-11-07",
    "HoldCreationTime": "text",
    "LedgerBalance": 1,
    "Locator": 1,
    "MatchDate": "2025-11-07",
    "MatchTime": 1,
    "MemberBranch": "text",
    "PayeeName": "text",
    "RecordChangeDate": "2025-11-07",
    "Reference1": "text",
    "Reference2": "text",
    "Reference3": "text",
    "Reference4": "text",
    "StopPayCode": 1,
    "TransactionType": 1,
    "Type": 1
  },
  "nxAttributes": {
    "customFields": {
      "appId": "glaci"
    }
  }
}

200

Successful operation.

{
  "UpdateStatus": {
    "isAllFieldsUpdateSuccess": true,
    "FailedUpdateStatus": {
      "Record": "text",
      "ErrorCode": "text",
      "ErrorMessage": "text",
      "PrimaryKeyField": [
        {
          "Name": "text",
          "Value": "text"
        }
      ]
    }
  }
}