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 Advisor| Name | 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>