Investment API

Owners

The owner model

The owner model contains all the information about your owners.

Properties

  • Name
    _id
    Type
    objectId
    Description

    Unique identifier for the owner.

  • Name
    name
    Type
    string
    Description

    The name for the owner.

    • Unique Constraint
    • Is Required
  • Name
    createdBy_id
    Type
    objectId
    Description

    User identifier who create the owner.

  • Name
    createdAt
    Type
    timestamp
    Description

    Timestamp of when the owner was created.

  • Name
    updatedBy_id
    Type
    objectId
    Description

    User identifier who update the owner.

  • Name
    updatedAt
    Type
    timestamp
    Description

    Timestamp of when the owner was updated.

  • Name
    archivedBy_id
    Type
    objectId
    Description

    User identifier who archive the owner.

  • Name
    archivedAt
    Type
    timestamp
    Description

    Timestamp of when the owner was archived.

  • Name
    requestApprovalDeleteTo_id
    Type
    objectId
    Description

    User identifier who request to delete the owner.

  • Name
    requestApprovalDeleteAt
    Type
    timestamp
    Description

    Timestamp of when the user request to delete the owner.

  • Name
    requestApprovalDeleteReason
    Type
    string
    Description

    Request approval delete reason.

  • Name
    requestApprovalDeleteReasonReject
    Type
    string
    Description

    Reason to reject request delete.

  • Name
    requestApprovalDeleteStatus
    Type
    enum
    Description

    Request approval delete status

    • enum ['pending', 'approved', 'rejected']

List all owners

This endpoint allows you to retrieve a paginated list of all your owners.

Optional query

  • Name
    page
    Type
    integer
    Description

    The page number of owners returned.

    • Default 1
  • Name
    pageSize
    Type
    integer
    Description

    The page size number of owners returned.

    • Default 10
  • Name
    search
    Type
    object
    Description

    Filter data by text

  • Name
    sort
    Type
    object
    Description

    Display data in order.

    • asc sort ascending
    • desc sort descending

Request

GET
/v1/owners
<span><span style="color: var(--shiki-token-keyword)">const</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-constant)">response</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-keyword)">=</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-constant)">axios</span><span style="color: var(--shiki-token-function)">.get</span><span style="color: var(--shiki-color-text)">(</span><span style="color: var(--shiki-token-string-expression)">&#39;/v1/owners&#39;</span><span style="color: var(--shiki-token-punctuation)">,</span><span style="color: var(--shiki-color-text)"> {</span></span>
<span><span style="color: var(--shiki-color-text)">  params</span><span style="color: var(--shiki-token-keyword)">:</span><span style="color: var(--shiki-color-text)"> {</span></span>
<span><span style="color: var(--shiki-color-text)">    page</span><span style="color: var(--shiki-token-keyword)">:</span><span style="color: var(--shiki-token-constant)">1</span><span style="color: var(--shiki-token-punctuation)">,</span></span>
<span><span style="color: var(--shiki-color-text)">    pageSize</span><span style="color: var(--shiki-token-keyword)">:</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-constant)">10</span><span style="color: var(--shiki-token-punctuation)">,</span></span>
<span><span style="color: var(--shiki-color-text)">    search</span><span style="color: var(--shiki-token-keyword)">:</span><span style="color: var(--shiki-color-text)"> {</span></span>
<span><span style="color: var(--shiki-color-text)">      name</span><span style="color: var(--shiki-token-keyword)">:</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-string-expression)">&#39;john&#39;</span><span style="color: var(--shiki-token-punctuation)">,</span></span>
<span><span style="color: var(--shiki-color-text)">    }</span><span style="color: var(--shiki-token-punctuation)">,</span></span>
<span><span style="color: var(--shiki-color-text)">    sort</span><span style="color: var(--shiki-token-keyword)">:</span><span style="color: var(--shiki-color-text)"> {</span></span>
<span><span style="color: var(--shiki-color-text)">      name</span><span style="color: var(--shiki-token-keyword)">:</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-string-expression)">&#39;asc&#39;</span></span>
<span><span style="color: var(--shiki-color-text)">    }</span></span>
<span><span style="color: var(--shiki-color-text)">  }</span></span>
<span><span style="color: var(--shiki-color-text)">})</span></span>
<span></span>

Response

<span><span style="color: var(--shiki-color-text)">{</span></span>
<span><span style="color: var(--shiki-color-text)">  </span><span style="color: var(--shiki-token-keyword)">&quot;owners&quot;</span><span style="color: var(--shiki-token-punctuation)">:</span><span style="color: var(--shiki-color-text)"> [</span></span>
<span><span style="color: var(--shiki-color-text)">    {</span></span>
<span><span style="color: var(--shiki-color-text)">      </span><span style="color: var(--shiki-token-keyword)">&quot;_id&quot;</span><span style="color: var(--shiki-token-punctuation)">:</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-string-expression)">&quot;637b569149e0c02e1036c35a&quot;</span><span style="color: var(--shiki-token-punctuation)">,</span></span>
<span><span style="color: var(--shiki-color-text)">      </span><span style="color: var(--shiki-token-keyword)">&quot;name&quot;</span><span style="color: var(--shiki-token-punctuation)">:</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-string-expression)">&quot;John Doe&quot;</span><span style="color: var(--shiki-token-punctuation)">,</span></span>
<span><span style="color: var(--shiki-color-text)">      </span><span style="color: var(--shiki-token-keyword)">&quot;createdBy_id&quot;</span><span style="color: var(--shiki-token-punctuation)">:</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-string-expression)">&quot;637d83d15d2be122007524bf&quot;</span><span style="color: var(--shiki-token-punctuation)">,</span></span>
<span><span style="color: var(--shiki-color-text)">      </span><span style="color: var(--shiki-token-keyword)">&quot;createdAt&quot;</span><span style="color: var(--shiki-token-punctuation)">:</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-string-expression)">&quot;2022-01-01T00:00:00.000Z&quot;</span><span style="color: var(--shiki-token-punctuation)">,</span></span>
<span><span style="color: var(--shiki-color-text)">    }</span><span style="color: var(--shiki-token-punctuation)">,</span></span>
<span><span style="color: var(--shiki-color-text)">    {</span></span>
<span><span style="color: var(--shiki-color-text)">      </span><span style="color: var(--shiki-token-keyword)">&quot;_id&quot;</span><span style="color: var(--shiki-token-punctuation)">:</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-string-expression)">&quot;637d83d15d2be122007524bf&quot;</span><span style="color: var(--shiki-token-punctuation)">,</span></span>
<span><span style="color: var(--shiki-color-text)">      </span><span style="color: var(--shiki-token-keyword)">&quot;name&quot;</span><span style="color: var(--shiki-token-punctuation)">:</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-string-expression)">&quot;Jane&quot;</span><span style="color: var(--shiki-token-punctuation)">,</span></span>
<span><span style="color: var(--shiki-color-text)">      </span><span style="color: var(--shiki-token-keyword)">&quot;createdBy_id&quot;</span><span style="color: var(--shiki-token-punctuation)">:</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-string-expression)">&quot;637d83d15d2be122007524bf&quot;</span><span style="color: var(--shiki-token-punctuation)">,</span></span>
<span><span style="color: var(--shiki-color-text)">      </span><span style="color: var(--shiki-token-keyword)">&quot;createdAt&quot;</span><span style="color: var(--shiki-token-punctuation)">:</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-string-expression)">&quot;2022-01-01T00:00:00.000Z&quot;</span><span style="color: var(--shiki-token-punctuation)">,</span></span>
<span><span style="color: var(--shiki-color-text)">    }</span><span style="color: var(--shiki-token-punctuation)">,</span></span>
<span><span style="color: var(--shiki-color-text)">  ]</span><span style="color: var(--shiki-token-punctuation)">,</span></span>
<span><span style="color: var(--shiki-color-text)">  </span><span style="color: var(--shiki-token-keyword)">&quot;pagination&quot;</span><span style="color: var(--shiki-token-punctuation)">:</span><span style="color: var(--shiki-color-text)"> {</span></span>
<span><span style="color: var(--shiki-color-text)">    </span><span style="color: var(--shiki-token-keyword)">&quot;page&quot;</span><span style="color: var(--shiki-token-punctuation)">:</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-constant)">1</span><span style="color: var(--shiki-token-punctuation)">,</span></span>
<span><span style="color: var(--shiki-color-text)">    </span><span style="color: var(--shiki-token-keyword)">&quot;pageSize&quot;</span><span style="color: var(--shiki-token-punctuation)">:</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-constant)">1</span><span style="color: var(--shiki-token-punctuation)">,</span></span>
<span><span style="color: var(--shiki-color-text)">    </span><span style="color: var(--shiki-token-keyword)">&quot;pageCount&quot;</span><span style="color: var(--shiki-token-punctuation)">:</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-constant)">1</span><span style="color: var(--shiki-token-punctuation)">,</span></span>
<span><span style="color: var(--shiki-color-text)">    </span><span style="color: var(--shiki-token-keyword)">&quot;totalDocument&quot;</span><span style="color: var(--shiki-token-punctuation)">:</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-constant)">2</span></span>
<span><span style="color: var(--shiki-color-text)">  }</span></span>
<span><span style="color: var(--shiki-color-text)">}</span></span>
<span></span>

Create the owner

This endpoint allows you to add a new owner.

Required attributes

  • Name
    name
    Type
    string
    Description

    The name for the owner.

Request

POST
/v1/owners
<span><span style="color: var(--shiki-token-keyword)">const</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-constant)">response</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-keyword)">=</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-constant)">axios</span><span style="color: var(--shiki-token-function)">.post</span><span style="color: var(--shiki-color-text)">(</span><span style="color: var(--shiki-token-string-expression)">&#39;/v1/owners&#39;</span><span style="color: var(--shiki-token-punctuation)">,</span><span style="color: var(--shiki-color-text)"> {</span></span>
<span><span style="color: var(--shiki-color-text)">  name</span><span style="color: var(--shiki-token-keyword)">:</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-string-expression)">&quot;Charles&quot;</span><span style="color: var(--shiki-token-punctuation)">,</span></span>
<span><span style="color: var(--shiki-color-text)">})</span></span>
<span></span>

Response

<span><span style="color: var(--shiki-color-text)">{</span></span>
<span><span style="color: var(--shiki-color-text)">  </span><span style="color: var(--shiki-token-keyword)">&quot;_id&quot;</span><span style="color: var(--shiki-token-punctuation)">:</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-string-expression)">&quot;637d83d15d2be122007524bf&quot;</span></span>
<span><span style="color: var(--shiki-color-text)">}</span></span>
<span></span>

Retrieve the owner

This endpoint allows you to retrieve the owner by providing their id.

Request

GET
/v1/owners/:id
<span><span style="color: var(--shiki-token-keyword)">const</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-constant)">response</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-keyword)">=</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-constant)">axios</span><span style="color: var(--shiki-token-function)">.get</span><span style="color: var(--shiki-color-text)">(</span><span style="color: var(--shiki-token-string-expression)">&#39;/v1/owners/637d83d15d2be122007524bf&#39;</span><span style="color: var(--shiki-color-text)">)</span></span>
<span></span>

Response

<span><span style="color: var(--shiki-color-text)">{</span></span>
<span><span style="color: var(--shiki-color-text)">  </span><span style="color: var(--shiki-token-keyword)">&quot;_id&quot;</span><span style="color: var(--shiki-token-punctuation)">:</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-string-expression)">&quot;637d83d15d2be122007524bf&quot;</span><span style="color: var(--shiki-token-punctuation)">,</span></span>
<span><span style="color: var(--shiki-color-text)">  </span><span style="color: var(--shiki-token-keyword)">&quot;name&quot;</span><span style="color: var(--shiki-token-punctuation)">:</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-string-expression)">&quot;Charles&quot;</span><span style="color: var(--shiki-token-punctuation)">,</span></span>
<span><span style="color: var(--shiki-color-text)">  </span><span style="color: var(--shiki-token-keyword)">&quot;createdBy_id&quot;</span><span style="color: var(--shiki-token-punctuation)">:</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-string-expression)">&quot;637d83d15d2be122007524bf&quot;</span><span style="color: var(--shiki-token-punctuation)">,</span></span>
<span><span style="color: var(--shiki-color-text)">  </span><span style="color: var(--shiki-token-keyword)">&quot;createdAt&quot;</span><span style="color: var(--shiki-token-punctuation)">:</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-string-expression)">&quot;2022-01-01T00:00:00.000Z&quot;</span><span style="color: var(--shiki-token-punctuation)">,</span></span>
<span><span style="color: var(--shiki-color-text)">}</span></span>
<span></span>

Update the owner

This endpoint allows you to perform an update on the owner.

Optional attributes

  • Name
    name
    Type
    string
    Description

    The name for the owner.

Request

PATCH
/v1/owners/:id
<span><span style="color: var(--shiki-token-keyword)">const</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-constant)">response</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-keyword)">=</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-constant)">axios</span><span style="color: var(--shiki-token-function)">.patch</span><span style="color: var(--shiki-color-text)">(</span><span style="color: var(--shiki-token-string-expression)">&#39;/v1/owners/637d83d15d2be122007524bf&#39;</span><span style="color: var(--shiki-token-punctuation)">,</span><span style="color: var(--shiki-color-text)"> {</span></span>
<span><span style="color: var(--shiki-color-text)">  name</span><span style="color: var(--shiki-token-keyword)">:</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-string-expression)">&quot;Administrator&quot;</span><span style="color: var(--shiki-token-punctuation)">,</span></span>
<span><span style="color: var(--shiki-color-text)">})</span></span>
<span></span>

Response

<span><span style="color: var(--shiki-token-comment)">// empty response</span></span>
<span></span>

Delete the owner

This endpoint allows you to delete owners from your owner list.

Request

DELETE
/v1/owners/:id
<span><span style="color: var(--shiki-token-keyword)">const</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-constant)">response</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-keyword)">=</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-constant)">axios</span><span style="color: var(--shiki-token-function)">.delete</span><span style="color: var(--shiki-color-text)">(</span><span style="color: var(--shiki-token-string-expression)">&#39;/v1/owners/637d83d15d2be122007524bf&#39;</span><span style="color: var(--shiki-color-text)">)</span></span>
<span></span>

Response

<span><span style="color: var(--shiki-token-comment)">// empty response</span></span>
<span></span>

Archive the owner

This endpoint allows you to patch owners from your owner list.

Request

POST
/v1/owners/:id/archive
<span><span style="color: var(--shiki-token-keyword)">const</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-constant)">response</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-keyword)">=</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-constant)">axios</span><span style="color: var(--shiki-token-function)">.post</span><span style="color: var(--shiki-color-text)">(</span><span style="color: var(--shiki-token-string-expression)">&#39;/v1/owners/637d83d15d2be122007524bf/archive&#39;</span><span style="color: var(--shiki-color-text)">)</span></span>
<span></span>

Response

<span><span style="color: var(--shiki-token-comment)">// empty response</span></span>
<span></span>

Restore the owner

This endpoint allows you to patch owners from your owner list.

Request

POST
/v1/owners/:id/restore
<span><span style="color: var(--shiki-token-keyword)">const</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-constant)">response</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-keyword)">=</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-constant)">axios</span><span style="color: var(--shiki-token-function)">.post</span><span style="color: var(--shiki-color-text)">(</span><span style="color: var(--shiki-token-string-expression)">&#39;/v1/owners/637d83d15d2be122007524bf/restore&#39;</span><span style="color: var(--shiki-color-text)">)</span></span>
<span></span>

Response

<span><span style="color: var(--shiki-token-comment)">// empty response</span></span>
<span></span>

Request to delete the owner

This endpoint allows you to request delete owners from your owner list.

Request

POST
/v1/owners/:id/request-delete
<span><span style="color: var(--shiki-token-keyword)">const</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-constant)">response</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-keyword)">=</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-constant)">axios</span><span style="color: var(--shiki-token-function)">.post</span><span style="color: var(--shiki-color-text)">(</span><span style="color: var(--shiki-token-string-expression)">&#39;/v1/owners/637d83d15d2be122007524bf/request-delete&#39;</span><span style="color: var(--shiki-token-punctuation)">,</span><span style="color: var(--shiki-color-text)"> {</span></span>
<span><span style="color: var(--shiki-color-text)">  approvalTo</span><span style="color: var(--shiki-token-keyword)">:</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-string-expression)">&#39;&#39;</span><span style="color: var(--shiki-token-punctuation)">,</span></span>
<span><span style="color: var(--shiki-color-text)">  reasonDelete</span><span style="color: var(--shiki-token-keyword)">:</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-string-expression)">&#39;&#39;</span><span style="color: var(--shiki-token-punctuation)">,</span></span>
<span><span style="color: var(--shiki-color-text)">})</span></span>
<span></span>

Response

<span><span style="color: var(--shiki-token-comment)">// empty response</span></span>
<span></span>

Approve request to delete the owner

This endpoint allows you to approve request delete owners from your owner list.

Request

POST
/v1/owners/:id/request-delete/approve
<span><span style="color: var(--shiki-token-keyword)">const</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-constant)">response</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-keyword)">=</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-constant)">axios</span><span style="color: var(--shiki-token-function)">.post</span><span style="color: var(--shiki-color-text)">(</span><span style="color: var(--shiki-token-string-expression)">&#39;/v1/owners/637d83d15d2be122007524bf/request-delete/approve&#39;</span><span style="color: var(--shiki-color-text)">)</span></span>
<span></span>

Response

<span><span style="color: var(--shiki-token-comment)">// empty response</span></span>
<span></span>

Reject request to delete the owner

This endpoint allows you to reject request delete owners from your owner list.

Request

POST
/v1/owners/:id/request-delete/reject
<span><span style="color: var(--shiki-token-keyword)">const</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-constant)">response</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-keyword)">=</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-constant)">axios</span><span style="color: var(--shiki-token-function)">.post</span><span style="color: var(--shiki-color-text)">(</span><span style="color: var(--shiki-token-string-expression)">&#39;/v1/owners/637d83d15d2be122007524bf/request-delete/reject&#39;</span><span style="color: var(--shiki-token-punctuation)">,</span><span style="color: var(--shiki-color-text)"> {</span></span>
<span><span style="color: var(--shiki-color-text)">  reasonReject</span><span style="color: var(--shiki-token-keyword)">:</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-string-expression)">&quot;&quot;</span></span>
<span><span style="color: var(--shiki-color-text)">})</span></span>
<span></span>

Response

<span><span style="color: var(--shiki-token-comment)">// empty response</span></span>
<span></span>