API Documentation

v4

Message Queue Docs

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Links

Getting started

🔑

Authentication

Requesting temporary credentials

Signing requests

User permissions

🎬

Entities

The entity object

Financial document

👬

Relationships

The relationship object

Relationship types

Create a relationship

Delete a relationship

Create a party relationship

🔎

Search

Relationship search

Search functions

Searching for deleted entities or relationships

🆕

Batch

Retrieve a batch

🎯

Data Defaults (Profiles)

Data default, aka Profiles

Create a data default

Retrieve data defaults

Apply data default

Delete data default

🧰

Workflow

Execute a workflow action

Execute document workflow action

Execute a workflow action with signature

Get workflow actions

Get workflow action details

💲

FINANCIAL

Create a royalty

Get amortization models

Calculate amortization

Financial Periods

📐

Configuration

Currency conversion

📆

Date Math

The date math object

Create date math

Retrieve date math

Update date math

Delete date math

❗

Alerts

🧮

AVAILS

Get dimension data

Get availability

Get available catalog items

Is catalog item available

🧑

Users

Get applications

Update user messaging

Apply user applications

Apply user roles

⌨

Single sign-on

Retrieve SSO configuration

Update SSO configuration

Delete SSO configuration

📦

Starter Packs

Catalog metadata

Availability feed

Message queue docs

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