updatePortfolio

Perform various update operations on portfolio records.

Symitar eDocs References: Coming soon.

Operations

updatePortfolioByID

post

Authorizations

bearerAuth

AuthorizationstringRequired

Bearer authentication header of the form Bearer <token>.

Body

application/json

PortfolioIdstringOptional

AccountNumberstringOptional

Responses

200

Successful operation.

application/json

post

/updatePortfolioByID

HTTPcURLJavaScriptPython

POST /nexum/627/2022.01/account/updatePortfolioByID HTTP/1.1
Host: naas.ymcu.libum.io
Authorization: Bearer YOUR_SECRET_TOKEN
Content-Type: application/json
Accept: */*
Content-Length: 3373

{
  "Credentials": {
    "UserNumberCredentials": {
      "UserNumber": 1995,
      "Password": "2dfKQYR!TeXJwe"
    }
  },
  "PortfolioId": "text",
  "PortfolioUpdatableFields": {
    "CloseDate": "2025-12-25",
    "Description": "text"
  },
  "PortfolioHoldUpdateRequest": [
    {
      "PortfolioHoldLocator": 1,
      "PortfolioHoldUpdatableFields": {
        "AchRecurringStop": 1,
        "Amount": 1,
        "AvailableBalance": 1,
        "EffectiveDate": "2025-12-25",
        "ExpirationDate": "2025-12-25",
        "ExpirationTime": 1,
        "FeeCode": 1,
        "HoldCreationDate": "2025-12-25",
        "HoldCreationTime": "text",
        "LedgerBalance": 1,
        "MatchDate": "2025-12-25",
        "MatchTime": 1,
        "MemberBranch": "text",
        "PayeeName": "text",
        "Reference1": "text",
        "Reference2": "text",
        "Reference3": "text",
        "Reference4": "text",
        "StopPayCode": 1,
        "TransactionType": 1,
        "Type": 1
      }
    }
  ],
  "PortfolioNoteUpdateRequest": [
    {
      "PortfolioNoteLocator": 1,
      "PortfolioNoteUpdatableFields": {
        "Code": 1,
        "EnterDate": "2025-12-25",
        "EnterTime": 1,
        "ExpirationDate": "2025-12-25",
        "Text": [
          {
            "EntryId": 1,
            "Text": "text"
          }
        ],
        "UserId": 1,
        "VoidFlag": 1,
        "VoidedBy": 1
      }
    }
  ],
  "PortfolioTrackingUpdateRequest": [
    {
      "PortfolioTrackingLocator": 1,
      "PortfolioTrackingUpdatableFields": {
        "CreationDate": "2025-12-25",
        "CreationTime": 1,
        "ExpireDate": "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
      }
    }
  ],
  "AccountNumber": "text",
  "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

AuthorizationstringRequired

Bearer authentication header of the form Bearer <token>.

Body

application/json

PortfolioHoldLocatorintegerOptional

AccountNumberstringOptional

PortfolioIdstringOptional

Responses

200

Successful operation.

application/json

post

/updatePortfolioHoldByID

HTTPcURLJavaScriptPython

POST /nexum/627/2022.01/account/updatePortfolioHoldByID HTTP/1.1
Host: naas.ymcu.libum.io
Authorization: Bearer YOUR_SECRET_TOKEN
Content-Type: application/json
Accept: */*
Content-Length: 665

{
  "Credentials": {
    "UserNumberCredentials": {
      "UserNumber": 1995,
      "Password": "2dfKQYR!TeXJwe"
    }
  },
  "PortfolioHoldLocator": 1,
  "PortfolioHoldUpdatableFields": {
    "AchRecurringStop": 1,
    "Amount": 1,
    "AvailableBalance": 1,
    "EffectiveDate": "2025-12-25",
    "ExpirationDate": "2025-12-25",
    "ExpirationTime": 1,
    "FeeCode": 1,
    "HoldCreationDate": "2025-12-25",
    "HoldCreationTime": "text",
    "LedgerBalance": 1,
    "MatchDate": "2025-12-25",
    "MatchTime": 1,
    "MemberBranch": "text",
    "PayeeName": "text",
    "Reference1": "text",
    "Reference2": "text",
    "Reference3": "text",
    "Reference4": "text",
    "StopPayCode": 1,
    "TransactionType": 1,
    "Type": 1
  },
  "AccountNumber": "text",
  "PortfolioId": "text",
  "nxAttributes": {
    "customFields": {
      "appId": "glaci"
    }
  }
}

200

Successful operation.

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