transactionstring
arrangementTypestring
Get supported configurations for a transaction
get
Query Parameters
Path Parameters
clientCodestringrequired
planCodestringrequired
transactionNamestringrequired
Allowed values:SystematicProgramSetupSystematicProgramUpdate
Response
application/json
Response
application/json
Success response
get/bpm/v1/policies/{clientCode}/{planCode}/{transactionName}/prevalidationreference
Authentication
Path Parameters
Query Parameters
application/json
Get supported configurations for a transaction
get
Query Parameters
transactionstring
arrangementTypestring
Path Parameters
clientCodestringrequired
planCodestringrequired
transactionNamestringrequired
Allowed values:SystematicProgramSetupSystematicProgramUpdate
Response
application/json
Response
application/json
Success response
get/policy/v1/transactions/{clientCode}/{planCode}/{transactionName}/prevalidationreference
Authentication
Path Parameters
Query Parameters
application/json
Get eligible transaction types for a policy by CUSIP and policy number
Returns the list of eligible transaction types for the given CUSIP and policy number.
get
Path Parameters
cusipstringrequired
CUSIP number
policyNumberstringrequired
Policy number
Response
application/json
Response
application/json
Success
EligibleTransactionsResponse
cusipstring
Example:123456789
productCodestring
Example:ADDAARP
eligibleTransactionTypesarray[object]
List of eligible transaction types
Show Child Parameters
get/bpm/v1/policies/{cusip}/{policyNumber}/eligibleTransactions
Authentication
Path Parameters
application/json
DtccParticipantReferenceResponse
objectWrapped response envelope for the dtcc-participants reference endpoint.
referenceTypestringrequired
Example:dtcc-participants
resultsarray[object]required
A single DTCC participant record. Only currently effective records are returned.
Show Child Parameters
Example
DtccParticipantRecord
objectA single DTCC participant record. Only currently effective records are returned.
companyIdstring
Example:ABC
planCodestring
Example:ANN100
participantIdstring
Participant identifier.
Example:PART001
typestring
Participant type code (e.g. “B” = broker-dealer, “C” = custodian).
Example:B
participantDescstring
Example:ABC Participant
restrictPlanCodestring
participantEndDatestring(date)
Business end date (ISO 8601). Distinct from expirationDate.
effectiveDatestring(date)
Record validity start (ISO 8601, inclusive).
Example:2025-01-01
expirationDatestring(date)
Record validity end (ISO 8601, inclusive). null means no expiry.
Example