createPortfolio

Perform various create operations on portfolio records.

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Operations

createPortfolio

post

Authorizations

Body

AccountNumberstringOptional

Responses

200

Successful operation.

post/createPortfolio

POST /nexum/627/2022.01/account/createPortfolio HTTP/1.1
Host: naas.ymcu.libum.io
Content-Type: application/json
Accept: */*
Content-Length: 245

{
  "Credentials": {
    "AdministrativeCredentials": {
      "Password": "suwn37834b91&"
    }
  },
  "AccountNumber": "0000013824",
  "PortfolioCreatableFields": {
    "Id": "NW4B",
    "Description": "NEXUM W4 2022 PORTFOLIO"
  },
  "nxAttributes": {
    "customFields": {
      "appId": "{application-id}"
    }
  }
}

200

Successful operation.

{
  "PortfolioId": "NW4B",
  "MessageId": "createPortfolio"
}

createPortfolioNote

post

Authorizations

Body

AccountNumberstringOptional

PortfolioIdstringOptional

Responses

200

Successful operation.

application/json

PortfolioNoteLocatorintegerOptional

post/createPortfolioNote

POST /nexum/627/2022.01/account/createPortfolioNote HTTP/1.1
Host: naas.ymcu.libum.io
Content-Type: application/json
Accept: */*
Content-Length: 549

{
  "Credentials": {
    "AccountNumberCredentials": {},
    "HomeBankingCredentials": {},
    "CardCredentials": {},
    "MICRCredentials": {},
    "LookupCredentials": {},
    "UserNumberCredentials": {
      "UserNumber": 1,
      "Password": "text"
    },
    "AdministrativeCredentials": {
      "Password": "text"
    },
    "TokenCredentials": {
      "TokenId": "text"
    }
  },
  "PortfolioNoteCreatableFields": {
    "Code": 1,
    "EnterDate": "2026-01-01",
    "EnterTime": 1,
    "ExpirationDate": "2026-01-01",
    "Text": [
      {
        "EntryId": 1,
        "Text": "text"
      }
    ],
    "UserId": 1,
    "VoidFlag": 1,
    "VoidedBy": 1
  },
  "AccountNumber": "text",
  "PortfolioId": "text",
  "nxAttributes": {
    "customFields": {}
  }
}

200

Successful operation.

{
  "PortfolioNoteLocator": 1
}

createPortfolioTracking

post

Authorizations

Body

AccountNumberstringOptional

PortfolioIdstringOptional

Responses

200

Successful operation.

application/json

PortfolioTrackingLocatorintegerOptional

post/createPortfolioTracking

POST /nexum/627/2022.01/account/createPortfolioTracking HTTP/1.1
Host: naas.ymcu.libum.io
Content-Type: application/json
Accept: */*
Content-Length: 2655

{
  "Credentials": {
    "AccountNumberCredentials": {},
    "HomeBankingCredentials": {},
    "CardCredentials": {},
    "MICRCredentials": {},
    "LookupCredentials": {},
    "UserNumberCredentials": {
      "UserNumber": 1,
      "Password": "text"
    },
    "AdministrativeCredentials": {
      "Password": "text"
    },
    "TokenCredentials": {
      "TokenId": "text"
    }
  },
  "PortfolioTrackingCreatableFields": {
    "CreationDate": "2026-01-01",
    "CreationTime": 1,
    "ExpireDate": "2026-01-01",
    "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": "2026-01-01",
    "UserDate10": "2026-01-01",
    "UserDate11": "2026-01-01",
    "UserDate12": "2026-01-01",
    "UserDate13": "2026-01-01",
    "UserDate14": "2026-01-01",
    "UserDate15": "2026-01-01",
    "UserDate16": "2026-01-01",
    "UserDate17": "2026-01-01",
    "UserDate18": "2026-01-01",
    "UserDate19": "2026-01-01",
    "UserDate2": "2026-01-01",
    "UserDate20": "2026-01-01",
    "UserDate3": "2026-01-01",
    "UserDate4": "2026-01-01",
    "UserDate5": "2026-01-01",
    "UserDate6": "2026-01-01",
    "UserDate7": "2026-01-01",
    "UserDate8": "2026-01-01",
    "UserDate9": "2026-01-01",
    "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
  },
  "AccountNumber": "text",
  "PortfolioId": "text",
  "nxAttributes": {
    "customFields": {}
  }
}

200

Successful operation.

{
  "PortfolioTrackingLocator": 1
}