GET api/account/advisor?externalRef={externalRef}&date={date}
Get advisor accounts with matching external reference, date time created / updated
Request Information
URI Parameters
Name | Description | Type | Additional information |
---|---|---|---|
externalRef |
External reference ('Advisor Code') of advisor account |
string |
None. |
date |
Recorded date time when the advisor account is created or updated. Format in yyyy-MM-dd |
string |
None. |
Body Parameters
None.
Response Information
Resource Description
Collection of AdvisorName | Description | Type | Additional information |
---|---|---|---|
AdvisorID |
TPP identifier of advisor |
integer |
Required |
BranchID |
The branch ID the advisor account is linked |
integer |
Required |
AdvisorName |
The name on the advisor account |
string |
Required String length: inclusive between 0 and 100 |
ExternalRef |
An identifer of account in front office systems. Synonymous with 'Advisor Code' |
string |
String length: inclusive between 0 and 100 |
AdvisorTeamID |
TPP identifier of advisor team |
integer |
None. |
Status |
The status on the advisor account |
enAdvisorStatus |
Required |
Response Formats
application/json, text/json
[ { "AdvisorID": 110168, "BranchID": 1000, "AdvisorName": "Mr Bob Dob", "ExternalRef": "A111", "AdvisorTeamID": 1, "Status": 1 }, { "AdvisorID": 110169, "BranchID": 1000, "AdvisorName": "Ms Teresa Hanson", "ExternalRef": "A111", "AdvisorTeamID": 3, "Status": 1 } ]
application/xml, text/xml
<ArrayOfAdvisor xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/TPP.B2B.Webservices2.Contract.Account"> <Advisor> <AdvisorID>110168</AdvisorID> <AdvisorName>Mr Bob Dob</AdvisorName> <AdvisorTeamID>1</AdvisorTeamID> <BranchID>1000</BranchID> <ExternalRef>A111</ExternalRef> <Status>Active</Status> </Advisor> <Advisor> <AdvisorID>110169</AdvisorID> <AdvisorName>Ms Teresa Hanson</AdvisorName> <AdvisorTeamID>3</AdvisorTeamID> <BranchID>1000</BranchID> <ExternalRef>A111</ExternalRef> <Status>Active</Status> </Advisor> </ArrayOfAdvisor>