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Project Phoenix
AccountEvents
Create Account Event
post
Get Account Events
get
Edit Account Event
put
Delete Account Event
del
Get Account Event
get
Accounts
Create Account
post
Get Accounts
get
Edit Account
put
Get Account
get
AccountTransactions
Create Account Transaction
post
Get Account Transactions
get
Edit Account Transaction
put
Delete Account Transaction
del
Get Account Transaction
get
Activity
Get Activities
get
Create Activity
post
Get Activity
get
Get Activity Element
get
Client
Create Client
post
Get Clients
get
Get Client
get
Edit Client
put
Calculate Client
post
ClientAccounts
Create Client Account
post
Delete Client Account
del
Get Client Account
get
Get Client Accounts
get
ClientAddress
Get Client Addresses
get
Create Client Address
post
Get Client Address
get
Edit Client Address
put
Delete Client Address
del
Company
Create Company
post
Get Companies
get
Get Company
get
Edit Company
put
Get Company Branches
get
Get Company Branch
get
Edit Company Branch
put
Get Company Profiles
get
Get Company Profile
get
Get Company
get
Extracts
Generate BBSI Extract
post
Generate OI Extract
post
Get BBSI/OI Extract files
get
Group
Create a new Group
post
Get Groups
get
Edit an existing Group
put
Delete Group
del
Get Group
get
GroupPermissions
Create a Group Permission
post
Delete a Group Permission
del
Get all Group Permissions
get
IMSHolding
Create IMS Holding
post
Get IMS Holdings
get
Delete IMS Holdings
del
Edit IMS Holding
put
Get IMS Holding
get
Delete IMS Holding
del
IncomeForecast
Get Income Forecast
get
Issuer
Get Issuer
get
Edit Issuer
put
Delete Issuer
del
Get Issuers
get
Create Issuer
post
Notification
Get Notification
get
Submit SignalR Notification
post
Security
Create Security
post
Get Securities
get
Get Security
get
Delete Security
del
Edit Security
put
SecurityPrices
Create Security Price
post
Get Security Prices
get
Edit Security Price
put
User
Get User
get
UserAccess
Get Users Access
get
UserAllocations
Get Filtered User Clients Data
get
Get Filtered User Client Data
get
Create New User Client Allocation
post
Delete User Client Allocation
del
Edit User Client Allocation
put
UserGroups
Create New User Group Allocation
post
Delete User Group Allocation
del
Adviser
/advisers/search
get
/advisers/{clientGuid}/taxyearsummary
get
/advisers/{clientGuid}/clientaccountholdings
get
Get SAJ Queue data for a user
get
Get Address Types
get
Setting
Get CGiX Profile Setting
get
Get All CGiX Profile Settings
get
UserPassword
Edit User Password
put
ClientHistoricAddress
Get Client Historic Addresses
get
Create Client Historic Address
post
Get Client Historic Address
get
Edit Client Historic Address
put
Delete Client Historic Address
del
Country
Get Countries
get
Powered by
Create Issuer
post
https://example.com/CGiXQADM1IncomePhoenixApi/issuers
Creates a new Issuer
Language
Shell
Node
Ruby
PHP
Python
Credentials
OAuth2
OAuth2
Bearer
RESPONSE
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