LUSID C# SDK
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Represents a collection of functions to interact with the API endpoints More...
Public Member Functions | |
LegacyComplianceApi () | |
Initializes a new instance of the LegacyComplianceApi class. More... | |
LegacyComplianceApi (string basePath) | |
Initializes a new instance of the LegacyComplianceApi class. More... | |
LegacyComplianceApi (Lusid.Sdk.Client.Configuration configuration) | |
Initializes a new instance of the LegacyComplianceApi class using Configuration object More... | |
LegacyComplianceApi (Lusid.Sdk.Client.ISynchronousClient client, Lusid.Sdk.Client.IAsynchronousClient asyncClient, Lusid.Sdk.Client.IReadableConfiguration configuration) | |
Initializes a new instance of the LegacyComplianceApi class using a Configuration object and client instance. More... | |
string | GetBasePath () |
Gets the base path of the API client. More... | |
DeletedEntityResponse | DeleteLegacyComplianceRule (string scope, string code, int operationIndex=0, ConfigurationOptions? opts=null) |
[EXPERIMENTAL] DeleteLegacyComplianceRule: Deletes a compliance rule. Deletes the rule for all effective time. The rule will remain viewable at previous as at times, and as part of the results of compliance runs, but it will no longer be considered in new compliance runs. This cannot be undone. More... | |
Lusid.Sdk.Client.ApiResponse< DeletedEntityResponse > | DeleteLegacyComplianceRuleWithHttpInfo (string scope, string code, int operationIndex=0, ConfigurationOptions? opts=null) |
[EXPERIMENTAL] DeleteLegacyComplianceRule: Deletes a compliance rule. Deletes the rule for all effective time. The rule will remain viewable at previous as at times, and as part of the results of compliance runs, but it will no longer be considered in new compliance runs. This cannot be undone. More... | |
async System.Threading.Tasks.Task< DeletedEntityResponse > | DeleteLegacyComplianceRuleAsync (string scope, string code, int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
[EXPERIMENTAL] DeleteLegacyComplianceRule: Deletes a compliance rule. Deletes the rule for all effective time. The rule will remain viewable at previous as at times, and as part of the results of compliance runs, but it will no longer be considered in new compliance runs. This cannot be undone. More... | |
async System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< DeletedEntityResponse > > | DeleteLegacyComplianceRuleWithHttpInfoAsync (string scope, string code, int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
[EXPERIMENTAL] DeleteLegacyComplianceRule: Deletes a compliance rule. Deletes the rule for all effective time. The rule will remain viewable at previous as at times, and as part of the results of compliance runs, but it will no longer be considered in new compliance runs. This cannot be undone. More... | |
ResourceListOfComplianceBreachedOrderInfo | GetLegacyBreachedOrdersInfo (string runId, string? orderScope=default(string?), string? orderCode=default(string?), int? limit=default(int?), int operationIndex=0, ConfigurationOptions? opts=null) |
[EXPERIMENTAL] GetLegacyBreachedOrdersInfo: Get the Ids of Breached orders in a given compliance run and the corresponding list of rules that could have caused it. Use this endpoint to get a list or breached orders and the set of rules that may have caused the breach. More... | |
Lusid.Sdk.Client.ApiResponse< ResourceListOfComplianceBreachedOrderInfo > | GetLegacyBreachedOrdersInfoWithHttpInfo (string runId, string? orderScope=default(string?), string? orderCode=default(string?), int? limit=default(int?), int operationIndex=0, ConfigurationOptions? opts=null) |
[EXPERIMENTAL] GetLegacyBreachedOrdersInfo: Get the Ids of Breached orders in a given compliance run and the corresponding list of rules that could have caused it. Use this endpoint to get a list or breached orders and the set of rules that may have caused the breach. More... | |
async System.Threading.Tasks.Task< ResourceListOfComplianceBreachedOrderInfo > | GetLegacyBreachedOrdersInfoAsync (string runId, string? orderScope=default(string?), string? orderCode=default(string?), int? limit=default(int?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
[EXPERIMENTAL] GetLegacyBreachedOrdersInfo: Get the Ids of Breached orders in a given compliance run and the corresponding list of rules that could have caused it. Use this endpoint to get a list or breached orders and the set of rules that may have caused the breach. More... | |
async System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< ResourceListOfComplianceBreachedOrderInfo > > | GetLegacyBreachedOrdersInfoWithHttpInfoAsync (string runId, string? orderScope=default(string?), string? orderCode=default(string?), int? limit=default(int?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
[EXPERIMENTAL] GetLegacyBreachedOrdersInfo: Get the Ids of Breached orders in a given compliance run and the corresponding list of rules that could have caused it. Use this endpoint to get a list or breached orders and the set of rules that may have caused the breach. More... | |
ComplianceRule | GetLegacyComplianceRule (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0, ConfigurationOptions? opts=null) |
[EXPERIMENTAL] GetLegacyComplianceRule: Retrieve the definition of single compliance rule. Retrieves the compliance rule definition at the given effective and as at times. More... | |
Lusid.Sdk.Client.ApiResponse< ComplianceRule > | GetLegacyComplianceRuleWithHttpInfo (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0, ConfigurationOptions? opts=null) |
[EXPERIMENTAL] GetLegacyComplianceRule: Retrieve the definition of single compliance rule. Retrieves the compliance rule definition at the given effective and as at times. More... | |
async System.Threading.Tasks.Task< ComplianceRule > | GetLegacyComplianceRuleAsync (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
[EXPERIMENTAL] GetLegacyComplianceRule: Retrieve the definition of single compliance rule. Retrieves the compliance rule definition at the given effective and as at times. More... | |
async System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< ComplianceRule > > | GetLegacyComplianceRuleWithHttpInfoAsync (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
[EXPERIMENTAL] GetLegacyComplianceRule: Retrieve the definition of single compliance rule. Retrieves the compliance rule definition at the given effective and as at times. More... | |
ResourceListOfComplianceRuleResult | GetLegacyComplianceRunResults (string runId, string? page=default(string?), int? limit=default(int?), string? filter=default(string?), int operationIndex=0, ConfigurationOptions? opts=null) |
[EXPERIMENTAL] GetLegacyComplianceRunResults: Get the details of a single compliance run. Use this endpoint to fetch the detail associated with a specific compliance run, including a breakdown of the passing state of each rule, portfolio combination. More... | |
Lusid.Sdk.Client.ApiResponse< ResourceListOfComplianceRuleResult > | GetLegacyComplianceRunResultsWithHttpInfo (string runId, string? page=default(string?), int? limit=default(int?), string? filter=default(string?), int operationIndex=0, ConfigurationOptions? opts=null) |
[EXPERIMENTAL] GetLegacyComplianceRunResults: Get the details of a single compliance run. Use this endpoint to fetch the detail associated with a specific compliance run, including a breakdown of the passing state of each rule, portfolio combination. More... | |
async System.Threading.Tasks.Task< ResourceListOfComplianceRuleResult > | GetLegacyComplianceRunResultsAsync (string runId, string? page=default(string?), int? limit=default(int?), string? filter=default(string?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
[EXPERIMENTAL] GetLegacyComplianceRunResults: Get the details of a single compliance run. Use this endpoint to fetch the detail associated with a specific compliance run, including a breakdown of the passing state of each rule, portfolio combination. More... | |
async System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< ResourceListOfComplianceRuleResult > > | GetLegacyComplianceRunResultsWithHttpInfoAsync (string runId, string? page=default(string?), int? limit=default(int?), string? filter=default(string?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
[EXPERIMENTAL] GetLegacyComplianceRunResults: Get the details of a single compliance run. Use this endpoint to fetch the detail associated with a specific compliance run, including a breakdown of the passing state of each rule, portfolio combination. More... | |
ResourceListOfComplianceRule | ListLegacyComplianceRules (DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), string? page=default(string?), int? limit=default(int?), string? filter=default(string?), int operationIndex=0, ConfigurationOptions? opts=null) |
[EXPERIMENTAL] ListLegacyComplianceRules: List compliance rules, with optional filtering. For more information about filtering results, see https://support.lusid.com/knowledgebase/article/KA-01914. More... | |
Lusid.Sdk.Client.ApiResponse< ResourceListOfComplianceRule > | ListLegacyComplianceRulesWithHttpInfo (DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), string? page=default(string?), int? limit=default(int?), string? filter=default(string?), int operationIndex=0, ConfigurationOptions? opts=null) |
[EXPERIMENTAL] ListLegacyComplianceRules: List compliance rules, with optional filtering. For more information about filtering results, see https://support.lusid.com/knowledgebase/article/KA-01914. More... | |
async System.Threading.Tasks.Task< ResourceListOfComplianceRule > | ListLegacyComplianceRulesAsync (DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), string? page=default(string?), int? limit=default(int?), string? filter=default(string?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
[EXPERIMENTAL] ListLegacyComplianceRules: List compliance rules, with optional filtering. For more information about filtering results, see https://support.lusid.com/knowledgebase/article/KA-01914. More... | |
async System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< ResourceListOfComplianceRule > > | ListLegacyComplianceRulesWithHttpInfoAsync (DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), string? page=default(string?), int? limit=default(int?), string? filter=default(string?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
[EXPERIMENTAL] ListLegacyComplianceRules: List compliance rules, with optional filtering. For more information about filtering results, see https://support.lusid.com/knowledgebase/article/KA-01914. More... | |
ResourceListOfComplianceRunInfo | ListLegacyComplianceRunInfo (DateTimeOffset? asAt=default(DateTimeOffset?), string? page=default(string?), int? limit=default(int?), string? filter=default(string?), int operationIndex=0, ConfigurationOptions? opts=null) |
[EXPERIMENTAL] ListLegacyComplianceRunInfo: List historical compliance run ids. Use this endpoint to fetch a list of all historical compliance runs. More... | |
Lusid.Sdk.Client.ApiResponse< ResourceListOfComplianceRunInfo > | ListLegacyComplianceRunInfoWithHttpInfo (DateTimeOffset? asAt=default(DateTimeOffset?), string? page=default(string?), int? limit=default(int?), string? filter=default(string?), int operationIndex=0, ConfigurationOptions? opts=null) |
[EXPERIMENTAL] ListLegacyComplianceRunInfo: List historical compliance run ids. Use this endpoint to fetch a list of all historical compliance runs. More... | |
async System.Threading.Tasks.Task< ResourceListOfComplianceRunInfo > | ListLegacyComplianceRunInfoAsync (DateTimeOffset? asAt=default(DateTimeOffset?), string? page=default(string?), int? limit=default(int?), string? filter=default(string?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
[EXPERIMENTAL] ListLegacyComplianceRunInfo: List historical compliance run ids. Use this endpoint to fetch a list of all historical compliance runs. More... | |
async System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< ResourceListOfComplianceRunInfo > > | ListLegacyComplianceRunInfoWithHttpInfoAsync (DateTimeOffset? asAt=default(DateTimeOffset?), string? page=default(string?), int? limit=default(int?), string? filter=default(string?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
[EXPERIMENTAL] ListLegacyComplianceRunInfo: List historical compliance run ids. Use this endpoint to fetch a list of all historical compliance runs. More... | |
ComplianceRunInfo | RunLegacyCompliance (bool isPreTrade, string recipeIdScope, string? recipeIdCode=default(string?), bool? byTaxlots=default(bool?), int operationIndex=0, ConfigurationOptions? opts=null) |
[EXPERIMENTAL] RunLegacyCompliance: Kick off the compliance check process Use this endpoint to fetch the start a compliance run, based on a pre-set mapping file. More... | |
Lusid.Sdk.Client.ApiResponse< ComplianceRunInfo > | RunLegacyComplianceWithHttpInfo (bool isPreTrade, string recipeIdScope, string? recipeIdCode=default(string?), bool? byTaxlots=default(bool?), int operationIndex=0, ConfigurationOptions? opts=null) |
[EXPERIMENTAL] RunLegacyCompliance: Kick off the compliance check process Use this endpoint to fetch the start a compliance run, based on a pre-set mapping file. More... | |
async System.Threading.Tasks.Task< ComplianceRunInfo > | RunLegacyComplianceAsync (bool isPreTrade, string recipeIdScope, string? recipeIdCode=default(string?), bool? byTaxlots=default(bool?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
[EXPERIMENTAL] RunLegacyCompliance: Kick off the compliance check process Use this endpoint to fetch the start a compliance run, based on a pre-set mapping file. More... | |
async System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< ComplianceRunInfo > > | RunLegacyComplianceWithHttpInfoAsync (bool isPreTrade, string recipeIdScope, string? recipeIdCode=default(string?), bool? byTaxlots=default(bool?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
[EXPERIMENTAL] RunLegacyCompliance: Kick off the compliance check process Use this endpoint to fetch the start a compliance run, based on a pre-set mapping file. More... | |
ComplianceRuleUpsertResponse | UpsertLegacyComplianceRules (Dictionary< string, ComplianceRuleUpsertRequest > requestBody, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0, ConfigurationOptions? opts=null) |
[EXPERIMENTAL] UpsertLegacyComplianceRules: Upsert compliance rules. To upsert a new rule, the code field must be left empty, a code will then be assigned and returned as part of the response. To update an existing rule, include the rule code. It is possible to both create and update compliance rules in the same request. The upsert is transactional - either all create/update operations will succeed or none of them will. More... | |
Lusid.Sdk.Client.ApiResponse< ComplianceRuleUpsertResponse > | UpsertLegacyComplianceRulesWithHttpInfo (Dictionary< string, ComplianceRuleUpsertRequest > requestBody, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0, ConfigurationOptions? opts=null) |
[EXPERIMENTAL] UpsertLegacyComplianceRules: Upsert compliance rules. To upsert a new rule, the code field must be left empty, a code will then be assigned and returned as part of the response. To update an existing rule, include the rule code. It is possible to both create and update compliance rules in the same request. The upsert is transactional - either all create/update operations will succeed or none of them will. More... | |
async System.Threading.Tasks.Task< ComplianceRuleUpsertResponse > | UpsertLegacyComplianceRulesAsync (Dictionary< string, ComplianceRuleUpsertRequest > requestBody, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
[EXPERIMENTAL] UpsertLegacyComplianceRules: Upsert compliance rules. To upsert a new rule, the code field must be left empty, a code will then be assigned and returned as part of the response. To update an existing rule, include the rule code. It is possible to both create and update compliance rules in the same request. The upsert is transactional - either all create/update operations will succeed or none of them will. More... | |
async System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< ComplianceRuleUpsertResponse > > | UpsertLegacyComplianceRulesWithHttpInfoAsync (Dictionary< string, ComplianceRuleUpsertRequest > requestBody, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
[EXPERIMENTAL] UpsertLegacyComplianceRules: Upsert compliance rules. To upsert a new rule, the code field must be left empty, a code will then be assigned and returned as part of the response. To update an existing rule, include the rule code. It is possible to both create and update compliance rules in the same request. The upsert is transactional - either all create/update operations will succeed or none of them will. More... | |
Properties | |
Lusid.Sdk.Client.IAsynchronousClient | AsynchronousClient [get, set] |
The client for accessing this underlying API asynchronously. More... | |
Lusid.Sdk.Client.ISynchronousClient | Client [get, set] |
The client for accessing this underlying API synchronously. More... | |
Lusid.Sdk.Client.IReadableConfiguration | Configuration [get, set] |
Gets or sets the configuration object More... | |
Lusid.Sdk.Client.ExceptionFactory | ExceptionFactory [get, set] |
Provides a factory method hook for the creation of exceptions. More... | |
Represents a collection of functions to interact with the API endpoints
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Initializes a new instance of the LegacyComplianceApi class.
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Initializes a new instance of the LegacyComplianceApi class.
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Initializes a new instance of the LegacyComplianceApi class using Configuration object
configuration | An instance of Configuration |
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Initializes a new instance of the LegacyComplianceApi class using a Configuration object and client instance.
client | The client interface for synchronous API access. |
asyncClient | The client interface for asynchronous API access. |
configuration | The configuration object. |
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[EXPERIMENTAL] DeleteLegacyComplianceRule: Deletes a compliance rule. Deletes the rule for all effective time. The rule will remain viewable at previous as at times, and as part of the results of compliance runs, but it will no longer be considered in new compliance runs. This cannot be undone.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
scope | The compliance rule scope. |
code | The compliance rule code. |
operationIndex | Index associated with the operation. |
opts | Options for this request. |
Implements Lusid.Sdk.Api.ILegacyComplianceApiSync.
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[EXPERIMENTAL] DeleteLegacyComplianceRule: Deletes a compliance rule. Deletes the rule for all effective time. The rule will remain viewable at previous as at times, and as part of the results of compliance runs, but it will no longer be considered in new compliance runs. This cannot be undone.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
scope | The compliance rule scope. |
code | The compliance rule code. |
operationIndex | Index associated with the operation. |
cancellationToken | Cancellation Token to cancel the request. |
opts | Options for this request. |
Implements Lusid.Sdk.Api.ILegacyComplianceApiAsync.
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[EXPERIMENTAL] DeleteLegacyComplianceRule: Deletes a compliance rule. Deletes the rule for all effective time. The rule will remain viewable at previous as at times, and as part of the results of compliance runs, but it will no longer be considered in new compliance runs. This cannot be undone.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
scope | The compliance rule scope. |
code | The compliance rule code. |
operationIndex | Index associated with the operation. |
opts | Options for this request. |
Implements Lusid.Sdk.Api.ILegacyComplianceApiSync.
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[EXPERIMENTAL] DeleteLegacyComplianceRule: Deletes a compliance rule. Deletes the rule for all effective time. The rule will remain viewable at previous as at times, and as part of the results of compliance runs, but it will no longer be considered in new compliance runs. This cannot be undone.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
scope | The compliance rule scope. |
code | The compliance rule code. |
operationIndex | Index associated with the operation. |
cancellationToken | Cancellation Token to cancel the request. |
opts | Options for this request. |
Implements Lusid.Sdk.Api.ILegacyComplianceApiAsync.
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Gets the base path of the API client.
The base path
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[EXPERIMENTAL] GetLegacyBreachedOrdersInfo: Get the Ids of Breached orders in a given compliance run and the corresponding list of rules that could have caused it. Use this endpoint to get a list or breached orders and the set of rules that may have caused the breach.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
runId | The RunId that the results should be checked for |
orderScope | Optional. Find rules related to a specific order by providing an Order Scope/Code combination (optional) |
orderCode | Optional. Find rules related to a specific order by providing an Order Scope/Code combination (optional) |
limit | When paginating, limit the number of returned results to this many. (optional) |
operationIndex | Index associated with the operation. |
opts | Options for this request. |
Implements Lusid.Sdk.Api.ILegacyComplianceApiSync.
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[EXPERIMENTAL] GetLegacyBreachedOrdersInfo: Get the Ids of Breached orders in a given compliance run and the corresponding list of rules that could have caused it. Use this endpoint to get a list or breached orders and the set of rules that may have caused the breach.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
runId | The RunId that the results should be checked for |
orderScope | Optional. Find rules related to a specific order by providing an Order Scope/Code combination (optional) |
orderCode | Optional. Find rules related to a specific order by providing an Order Scope/Code combination (optional) |
limit | When paginating, limit the number of returned results to this many. (optional) |
operationIndex | Index associated with the operation. |
cancellationToken | Cancellation Token to cancel the request. |
opts | Options for this request. |
Implements Lusid.Sdk.Api.ILegacyComplianceApiAsync.
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[EXPERIMENTAL] GetLegacyBreachedOrdersInfo: Get the Ids of Breached orders in a given compliance run and the corresponding list of rules that could have caused it. Use this endpoint to get a list or breached orders and the set of rules that may have caused the breach.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
runId | The RunId that the results should be checked for |
orderScope | Optional. Find rules related to a specific order by providing an Order Scope/Code combination (optional) |
orderCode | Optional. Find rules related to a specific order by providing an Order Scope/Code combination (optional) |
limit | When paginating, limit the number of returned results to this many. (optional) |
operationIndex | Index associated with the operation. |
opts | Options for this request. |
Implements Lusid.Sdk.Api.ILegacyComplianceApiSync.
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[EXPERIMENTAL] GetLegacyBreachedOrdersInfo: Get the Ids of Breached orders in a given compliance run and the corresponding list of rules that could have caused it. Use this endpoint to get a list or breached orders and the set of rules that may have caused the breach.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
runId | The RunId that the results should be checked for |
orderScope | Optional. Find rules related to a specific order by providing an Order Scope/Code combination (optional) |
orderCode | Optional. Find rules related to a specific order by providing an Order Scope/Code combination (optional) |
limit | When paginating, limit the number of returned results to this many. (optional) |
operationIndex | Index associated with the operation. |
cancellationToken | Cancellation Token to cancel the request. |
opts | Options for this request. |
Implements Lusid.Sdk.Api.ILegacyComplianceApiAsync.
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[EXPERIMENTAL] GetLegacyComplianceRule: Retrieve the definition of single compliance rule. Retrieves the compliance rule definition at the given effective and as at times.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
scope | The compliance rule scope. |
code | The compliance rule code. |
effectiveAt | The effective datetime or cut label at which to retrieve the rule definition. Defaults to the current LUSID system datetime if not specified. (optional) |
asAt | The asAt datetime at which to retrieve the rule definition. Defaults to returning the latest version if not specified. (optional) |
operationIndex | Index associated with the operation. |
opts | Options for this request. |
Implements Lusid.Sdk.Api.ILegacyComplianceApiSync.
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[EXPERIMENTAL] GetLegacyComplianceRule: Retrieve the definition of single compliance rule. Retrieves the compliance rule definition at the given effective and as at times.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
scope | The compliance rule scope. |
code | The compliance rule code. |
effectiveAt | The effective datetime or cut label at which to retrieve the rule definition. Defaults to the current LUSID system datetime if not specified. (optional) |
asAt | The asAt datetime at which to retrieve the rule definition. Defaults to returning the latest version if not specified. (optional) |
operationIndex | Index associated with the operation. |
cancellationToken | Cancellation Token to cancel the request. |
opts | Options for this request. |
Implements Lusid.Sdk.Api.ILegacyComplianceApiAsync.
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[EXPERIMENTAL] GetLegacyComplianceRule: Retrieve the definition of single compliance rule. Retrieves the compliance rule definition at the given effective and as at times.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
scope | The compliance rule scope. |
code | The compliance rule code. |
effectiveAt | The effective datetime or cut label at which to retrieve the rule definition. Defaults to the current LUSID system datetime if not specified. (optional) |
asAt | The asAt datetime at which to retrieve the rule definition. Defaults to returning the latest version if not specified. (optional) |
operationIndex | Index associated with the operation. |
opts | Options for this request. |
Implements Lusid.Sdk.Api.ILegacyComplianceApiSync.
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[EXPERIMENTAL] GetLegacyComplianceRule: Retrieve the definition of single compliance rule. Retrieves the compliance rule definition at the given effective and as at times.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
scope | The compliance rule scope. |
code | The compliance rule code. |
effectiveAt | The effective datetime or cut label at which to retrieve the rule definition. Defaults to the current LUSID system datetime if not specified. (optional) |
asAt | The asAt datetime at which to retrieve the rule definition. Defaults to returning the latest version if not specified. (optional) |
operationIndex | Index associated with the operation. |
cancellationToken | Cancellation Token to cancel the request. |
opts | Options for this request. |
Implements Lusid.Sdk.Api.ILegacyComplianceApiAsync.
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[EXPERIMENTAL] GetLegacyComplianceRunResults: Get the details of a single compliance run. Use this endpoint to fetch the detail associated with a specific compliance run, including a breakdown of the passing state of each rule, portfolio combination.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
runId | The unique identifier of the compliance run requested. |
page | The pagination token to use to continue listing compliance rule results from a previous call to list compliance rule result. This value is returned from the previous call. If a pagination token is provided the sortBy, filter, and asAt fields must not have changed since the original request. (optional) |
limit | When paginating, limit the number of returned results to this many. (optional) |
filter | Expression to filter the result set. Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid. (optional) |
operationIndex | Index associated with the operation. |
opts | Options for this request. |
Implements Lusid.Sdk.Api.ILegacyComplianceApiSync.
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[EXPERIMENTAL] GetLegacyComplianceRunResults: Get the details of a single compliance run. Use this endpoint to fetch the detail associated with a specific compliance run, including a breakdown of the passing state of each rule, portfolio combination.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
runId | The unique identifier of the compliance run requested. |
page | The pagination token to use to continue listing compliance rule results from a previous call to list compliance rule result. This value is returned from the previous call. If a pagination token is provided the sortBy, filter, and asAt fields must not have changed since the original request. (optional) |
limit | When paginating, limit the number of returned results to this many. (optional) |
filter | Expression to filter the result set. Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid. (optional) |
operationIndex | Index associated with the operation. |
cancellationToken | Cancellation Token to cancel the request. |
opts | Options for this request. |
Implements Lusid.Sdk.Api.ILegacyComplianceApiAsync.
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inline |
[EXPERIMENTAL] GetLegacyComplianceRunResults: Get the details of a single compliance run. Use this endpoint to fetch the detail associated with a specific compliance run, including a breakdown of the passing state of each rule, portfolio combination.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
runId | The unique identifier of the compliance run requested. |
page | The pagination token to use to continue listing compliance rule results from a previous call to list compliance rule result. This value is returned from the previous call. If a pagination token is provided the sortBy, filter, and asAt fields must not have changed since the original request. (optional) |
limit | When paginating, limit the number of returned results to this many. (optional) |
filter | Expression to filter the result set. Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid. (optional) |
operationIndex | Index associated with the operation. |
opts | Options for this request. |
Implements Lusid.Sdk.Api.ILegacyComplianceApiSync.
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inline |
[EXPERIMENTAL] GetLegacyComplianceRunResults: Get the details of a single compliance run. Use this endpoint to fetch the detail associated with a specific compliance run, including a breakdown of the passing state of each rule, portfolio combination.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
runId | The unique identifier of the compliance run requested. |
page | The pagination token to use to continue listing compliance rule results from a previous call to list compliance rule result. This value is returned from the previous call. If a pagination token is provided the sortBy, filter, and asAt fields must not have changed since the original request. (optional) |
limit | When paginating, limit the number of returned results to this many. (optional) |
filter | Expression to filter the result set. Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid. (optional) |
operationIndex | Index associated with the operation. |
cancellationToken | Cancellation Token to cancel the request. |
opts | Options for this request. |
Implements Lusid.Sdk.Api.ILegacyComplianceApiAsync.
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inline |
[EXPERIMENTAL] ListLegacyComplianceRules: List compliance rules, with optional filtering. For more information about filtering results, see https://support.lusid.com/knowledgebase/article/KA-01914.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
effectiveAt | The effective datetime or cut label at which to retrieve the rule definitions. Defaults to the current LUSID system datetime if not specified. (optional) |
asAt | The asAt datetime at which to retrieve the rule definitions. Defaults to returning the latest version if not specified. (optional) |
page | The pagination token to use to continue listing entities; this value is returned from the previous call. If a pagination token is provided, the filter, effectiveAt and asAt fields must not have changed since the original request. (optional) |
limit | When paginating, limit the results to this number. Defaults to 100 if not specified. (optional) |
filter | Expression to filter the results. (optional) |
operationIndex | Index associated with the operation. |
opts | Options for this request. |
Implements Lusid.Sdk.Api.ILegacyComplianceApiSync.
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inline |
[EXPERIMENTAL] ListLegacyComplianceRules: List compliance rules, with optional filtering. For more information about filtering results, see https://support.lusid.com/knowledgebase/article/KA-01914.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
effectiveAt | The effective datetime or cut label at which to retrieve the rule definitions. Defaults to the current LUSID system datetime if not specified. (optional) |
asAt | The asAt datetime at which to retrieve the rule definitions. Defaults to returning the latest version if not specified. (optional) |
page | The pagination token to use to continue listing entities; this value is returned from the previous call. If a pagination token is provided, the filter, effectiveAt and asAt fields must not have changed since the original request. (optional) |
limit | When paginating, limit the results to this number. Defaults to 100 if not specified. (optional) |
filter | Expression to filter the results. (optional) |
operationIndex | Index associated with the operation. |
cancellationToken | Cancellation Token to cancel the request. |
opts | Options for this request. |
Implements Lusid.Sdk.Api.ILegacyComplianceApiAsync.
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inline |
[EXPERIMENTAL] ListLegacyComplianceRules: List compliance rules, with optional filtering. For more information about filtering results, see https://support.lusid.com/knowledgebase/article/KA-01914.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
effectiveAt | The effective datetime or cut label at which to retrieve the rule definitions. Defaults to the current LUSID system datetime if not specified. (optional) |
asAt | The asAt datetime at which to retrieve the rule definitions. Defaults to returning the latest version if not specified. (optional) |
page | The pagination token to use to continue listing entities; this value is returned from the previous call. If a pagination token is provided, the filter, effectiveAt and asAt fields must not have changed since the original request. (optional) |
limit | When paginating, limit the results to this number. Defaults to 100 if not specified. (optional) |
filter | Expression to filter the results. (optional) |
operationIndex | Index associated with the operation. |
opts | Options for this request. |
Implements Lusid.Sdk.Api.ILegacyComplianceApiSync.
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inline |
[EXPERIMENTAL] ListLegacyComplianceRules: List compliance rules, with optional filtering. For more information about filtering results, see https://support.lusid.com/knowledgebase/article/KA-01914.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
effectiveAt | The effective datetime or cut label at which to retrieve the rule definitions. Defaults to the current LUSID system datetime if not specified. (optional) |
asAt | The asAt datetime at which to retrieve the rule definitions. Defaults to returning the latest version if not specified. (optional) |
page | The pagination token to use to continue listing entities; this value is returned from the previous call. If a pagination token is provided, the filter, effectiveAt and asAt fields must not have changed since the original request. (optional) |
limit | When paginating, limit the results to this number. Defaults to 100 if not specified. (optional) |
filter | Expression to filter the results. (optional) |
operationIndex | Index associated with the operation. |
cancellationToken | Cancellation Token to cancel the request. |
opts | Options for this request. |
Implements Lusid.Sdk.Api.ILegacyComplianceApiAsync.
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inline |
[EXPERIMENTAL] ListLegacyComplianceRunInfo: List historical compliance run ids. Use this endpoint to fetch a list of all historical compliance runs.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
asAt | Optional. The time at which to get results from. Default : latest (optional) |
page | The pagination token to use to continue listing compliance runs from a previous call to list compliance runs. This value is returned from the previous call. If a pagination token is provided the sortBy, filter, and asAt fields must not have changed since the original request. (optional) |
limit | When paginating, limit the number of returned results to this many. (optional) |
filter | Expression to filter the result set. Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid. (optional) |
operationIndex | Index associated with the operation. |
opts | Options for this request. |
Implements Lusid.Sdk.Api.ILegacyComplianceApiSync.
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inline |
[EXPERIMENTAL] ListLegacyComplianceRunInfo: List historical compliance run ids. Use this endpoint to fetch a list of all historical compliance runs.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
asAt | Optional. The time at which to get results from. Default : latest (optional) |
page | The pagination token to use to continue listing compliance runs from a previous call to list compliance runs. This value is returned from the previous call. If a pagination token is provided the sortBy, filter, and asAt fields must not have changed since the original request. (optional) |
limit | When paginating, limit the number of returned results to this many. (optional) |
filter | Expression to filter the result set. Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid. (optional) |
operationIndex | Index associated with the operation. |
cancellationToken | Cancellation Token to cancel the request. |
opts | Options for this request. |
Implements Lusid.Sdk.Api.ILegacyComplianceApiAsync.
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inline |
[EXPERIMENTAL] ListLegacyComplianceRunInfo: List historical compliance run ids. Use this endpoint to fetch a list of all historical compliance runs.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
asAt | Optional. The time at which to get results from. Default : latest (optional) |
page | The pagination token to use to continue listing compliance runs from a previous call to list compliance runs. This value is returned from the previous call. If a pagination token is provided the sortBy, filter, and asAt fields must not have changed since the original request. (optional) |
limit | When paginating, limit the number of returned results to this many. (optional) |
filter | Expression to filter the result set. Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid. (optional) |
operationIndex | Index associated with the operation. |
opts | Options for this request. |
Implements Lusid.Sdk.Api.ILegacyComplianceApiSync.
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inline |
[EXPERIMENTAL] ListLegacyComplianceRunInfo: List historical compliance run ids. Use this endpoint to fetch a list of all historical compliance runs.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
asAt | Optional. The time at which to get results from. Default : latest (optional) |
page | The pagination token to use to continue listing compliance runs from a previous call to list compliance runs. This value is returned from the previous call. If a pagination token is provided the sortBy, filter, and asAt fields must not have changed since the original request. (optional) |
limit | When paginating, limit the number of returned results to this many. (optional) |
filter | Expression to filter the result set. Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid. (optional) |
operationIndex | Index associated with the operation. |
cancellationToken | Cancellation Token to cancel the request. |
opts | Options for this request. |
Implements Lusid.Sdk.Api.ILegacyComplianceApiAsync.
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inline |
[EXPERIMENTAL] RunLegacyCompliance: Kick off the compliance check process Use this endpoint to fetch the start a compliance run, based on a pre-set mapping file.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
isPreTrade | Required: Boolean flag indicating if a run should be PreTrade (Including orders). For post-trade only, set to false |
recipeIdScope | Required: the scope of the recipe to be used |
recipeIdCode | Optional: The code of the recipe to be used. If left blank, the default recipe will be used. (optional) |
byTaxlots | Optional. (optional) |
operationIndex | Index associated with the operation. |
opts | Options for this request. |
Implements Lusid.Sdk.Api.ILegacyComplianceApiSync.
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inline |
[EXPERIMENTAL] RunLegacyCompliance: Kick off the compliance check process Use this endpoint to fetch the start a compliance run, based on a pre-set mapping file.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
isPreTrade | Required: Boolean flag indicating if a run should be PreTrade (Including orders). For post-trade only, set to false |
recipeIdScope | Required: the scope of the recipe to be used |
recipeIdCode | Optional: The code of the recipe to be used. If left blank, the default recipe will be used. (optional) |
byTaxlots | Optional. (optional) |
operationIndex | Index associated with the operation. |
cancellationToken | Cancellation Token to cancel the request. |
opts | Options for this request. |
Implements Lusid.Sdk.Api.ILegacyComplianceApiAsync.
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inline |
[EXPERIMENTAL] RunLegacyCompliance: Kick off the compliance check process Use this endpoint to fetch the start a compliance run, based on a pre-set mapping file.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
isPreTrade | Required: Boolean flag indicating if a run should be PreTrade (Including orders). For post-trade only, set to false |
recipeIdScope | Required: the scope of the recipe to be used |
recipeIdCode | Optional: The code of the recipe to be used. If left blank, the default recipe will be used. (optional) |
byTaxlots | Optional. (optional) |
operationIndex | Index associated with the operation. |
opts | Options for this request. |
Implements Lusid.Sdk.Api.ILegacyComplianceApiSync.
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inline |
[EXPERIMENTAL] RunLegacyCompliance: Kick off the compliance check process Use this endpoint to fetch the start a compliance run, based on a pre-set mapping file.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
isPreTrade | Required: Boolean flag indicating if a run should be PreTrade (Including orders). For post-trade only, set to false |
recipeIdScope | Required: the scope of the recipe to be used |
recipeIdCode | Optional: The code of the recipe to be used. If left blank, the default recipe will be used. (optional) |
byTaxlots | Optional. (optional) |
operationIndex | Index associated with the operation. |
cancellationToken | Cancellation Token to cancel the request. |
opts | Options for this request. |
Implements Lusid.Sdk.Api.ILegacyComplianceApiAsync.
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inline |
[EXPERIMENTAL] UpsertLegacyComplianceRules: Upsert compliance rules. To upsert a new rule, the code field must be left empty, a code will then be assigned and returned as part of the response. To update an existing rule, include the rule code. It is possible to both create and update compliance rules in the same request. The upsert is transactional - either all create/update operations will succeed or none of them will.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
requestBody | A dictionary of upsert request identifiers to rule upsert requests. The request identifiers are valid for the request only and can be used to link the upserted compliance rule to the code of a created compliance rule. |
effectiveAt | The effective datetime or cut label at which the rule will take effect. Defaults to the current LUSID system datetime if not specified. In the case of an update, the changes will take place from this effective time until the next effective time that the rule as been upserted at. For example, consider a rule that already exists, and has previously had an update applied so that the definition will change on the first day of the coming month. An upsert effective from the current day will only change the definition until the first day of the coming month. An additional upsert at the same time (first day of the month) is required if the newly-updated definition is to supersede the future definition. (optional) |
operationIndex | Index associated with the operation. |
opts | Options for this request. |
Implements Lusid.Sdk.Api.ILegacyComplianceApiSync.
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inline |
[EXPERIMENTAL] UpsertLegacyComplianceRules: Upsert compliance rules. To upsert a new rule, the code field must be left empty, a code will then be assigned and returned as part of the response. To update an existing rule, include the rule code. It is possible to both create and update compliance rules in the same request. The upsert is transactional - either all create/update operations will succeed or none of them will.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
requestBody | A dictionary of upsert request identifiers to rule upsert requests. The request identifiers are valid for the request only and can be used to link the upserted compliance rule to the code of a created compliance rule. |
effectiveAt | The effective datetime or cut label at which the rule will take effect. Defaults to the current LUSID system datetime if not specified. In the case of an update, the changes will take place from this effective time until the next effective time that the rule as been upserted at. For example, consider a rule that already exists, and has previously had an update applied so that the definition will change on the first day of the coming month. An upsert effective from the current day will only change the definition until the first day of the coming month. An additional upsert at the same time (first day of the month) is required if the newly-updated definition is to supersede the future definition. (optional) |
operationIndex | Index associated with the operation. |
cancellationToken | Cancellation Token to cancel the request. |
opts | Options for this request. |
Implements Lusid.Sdk.Api.ILegacyComplianceApiAsync.
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inline |
[EXPERIMENTAL] UpsertLegacyComplianceRules: Upsert compliance rules. To upsert a new rule, the code field must be left empty, a code will then be assigned and returned as part of the response. To update an existing rule, include the rule code. It is possible to both create and update compliance rules in the same request. The upsert is transactional - either all create/update operations will succeed or none of them will.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
requestBody | A dictionary of upsert request identifiers to rule upsert requests. The request identifiers are valid for the request only and can be used to link the upserted compliance rule to the code of a created compliance rule. |
effectiveAt | The effective datetime or cut label at which the rule will take effect. Defaults to the current LUSID system datetime if not specified. In the case of an update, the changes will take place from this effective time until the next effective time that the rule as been upserted at. For example, consider a rule that already exists, and has previously had an update applied so that the definition will change on the first day of the coming month. An upsert effective from the current day will only change the definition until the first day of the coming month. An additional upsert at the same time (first day of the month) is required if the newly-updated definition is to supersede the future definition. (optional) |
operationIndex | Index associated with the operation. |
opts | Options for this request. |
Implements Lusid.Sdk.Api.ILegacyComplianceApiSync.
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inline |
[EXPERIMENTAL] UpsertLegacyComplianceRules: Upsert compliance rules. To upsert a new rule, the code field must be left empty, a code will then be assigned and returned as part of the response. To update an existing rule, include the rule code. It is possible to both create and update compliance rules in the same request. The upsert is transactional - either all create/update operations will succeed or none of them will.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
requestBody | A dictionary of upsert request identifiers to rule upsert requests. The request identifiers are valid for the request only and can be used to link the upserted compliance rule to the code of a created compliance rule. |
effectiveAt | The effective datetime or cut label at which the rule will take effect. Defaults to the current LUSID system datetime if not specified. In the case of an update, the changes will take place from this effective time until the next effective time that the rule as been upserted at. For example, consider a rule that already exists, and has previously had an update applied so that the definition will change on the first day of the coming month. An upsert effective from the current day will only change the definition until the first day of the coming month. An additional upsert at the same time (first day of the month) is required if the newly-updated definition is to supersede the future definition. (optional) |
operationIndex | Index associated with the operation. |
cancellationToken | Cancellation Token to cancel the request. |
opts | Options for this request. |
Implements Lusid.Sdk.Api.ILegacyComplianceApiAsync.
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getset |
The client for accessing this underlying API asynchronously.
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getset |
The client for accessing this underlying API synchronously.
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getset |
Gets or sets the configuration object
An instance of the Configuration
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getset |
Provides a factory method hook for the creation of exceptions.