LUSID C# SDK
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Represents a collection of functions to interact with the API endpoints More...
Public Member Functions | |
System.Threading.Tasks.Task< ComplianceRuleTemplate > | CreateComplianceTemplateAsync (string scope, CreateComplianceTemplateRequest createComplianceTemplateRequest, int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
[EARLY ACCESS] CreateComplianceTemplate: Create a Compliance Rule Template More... | |
System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< ComplianceRuleTemplate > > | CreateComplianceTemplateWithHttpInfoAsync (string scope, CreateComplianceTemplateRequest createComplianceTemplateRequest, int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
[EARLY ACCESS] CreateComplianceTemplate: Create a Compliance Rule Template More... | |
System.Threading.Tasks.Task< DeletedEntityResponse > | DeleteComplianceRuleAsync (string scope, string code, int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
[EARLY ACCESS] DeleteComplianceRule: Delete compliance rule. More... | |
System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< DeletedEntityResponse > > | DeleteComplianceRuleWithHttpInfoAsync (string scope, string code, int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
[EARLY ACCESS] DeleteComplianceRule: Delete compliance rule. More... | |
System.Threading.Tasks.Task< DeletedEntityResponse > | DeleteComplianceTemplateAsync (string scope, string code, int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
[EARLY ACCESS] DeleteComplianceTemplate: Delete a ComplianceRuleTemplate More... | |
System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< DeletedEntityResponse > > | DeleteComplianceTemplateWithHttpInfoAsync (string scope, string code, int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
[EARLY ACCESS] DeleteComplianceTemplate: Delete a ComplianceRuleTemplate More... | |
System.Threading.Tasks.Task< ComplianceRuleResponse > | GetComplianceRuleAsync (string scope, string code, DateTimeOffset? asAt=default(DateTimeOffset?), List< string >? propertyKeys=default(List< string >?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
[EARLY ACCESS] GetComplianceRule: Get compliance rule. More... | |
System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< ComplianceRuleResponse > > | GetComplianceRuleWithHttpInfoAsync (string scope, string code, DateTimeOffset? asAt=default(DateTimeOffset?), List< string >? propertyKeys=default(List< string >?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
[EARLY ACCESS] GetComplianceRule: Get compliance rule. More... | |
System.Threading.Tasks.Task< ComplianceRuleResultV2 > | GetComplianceRuleResultAsync (string runScope, string runCode, string ruleScope, string ruleCode, int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
[EARLY ACCESS] GetComplianceRuleResult: Get detailed results for a specific rule within a compliance run. More... | |
System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< ComplianceRuleResultV2 > > | GetComplianceRuleResultWithHttpInfoAsync (string runScope, string runCode, string ruleScope, string ruleCode, int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
[EARLY ACCESS] GetComplianceRuleResult: Get detailed results for a specific rule within a compliance run. More... | |
System.Threading.Tasks.Task< ComplianceTemplate > | GetComplianceTemplateAsync (string scope, string code, DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
[EARLY ACCESS] GetComplianceTemplate: Get the requested compliance template. More... | |
System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< ComplianceTemplate > > | GetComplianceTemplateWithHttpInfoAsync (string scope, string code, DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
[EARLY ACCESS] GetComplianceTemplate: Get the requested compliance template. More... | |
System.Threading.Tasks.Task< DecoratedComplianceRunSummary > | GetDecoratedComplianceRunSummaryAsync (string scope, string code, int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
[EARLY ACCESS] GetDecoratedComplianceRunSummary: Get decorated summary results for a specific compliance run. More... | |
System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< DecoratedComplianceRunSummary > > | GetDecoratedComplianceRunSummaryWithHttpInfoAsync (string scope, string code, int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
[EARLY ACCESS] GetDecoratedComplianceRunSummary: Get decorated summary results for a specific compliance run. More... | |
System.Threading.Tasks.Task< PagedResourceListOfComplianceRuleResponse > | ListComplianceRulesAsync (DateTimeOffset? asAt=default(DateTimeOffset?), string? page=default(string?), int? limit=default(int?), string? filter=default(string?), List< string >? propertyKeys=default(List< string >?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
[EARLY ACCESS] ListComplianceRules: List compliance rules. More... | |
System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< PagedResourceListOfComplianceRuleResponse > > | ListComplianceRulesWithHttpInfoAsync (DateTimeOffset? asAt=default(DateTimeOffset?), string? page=default(string?), int? limit=default(int?), string? filter=default(string?), List< string >? propertyKeys=default(List< string >?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
[EARLY ACCESS] ListComplianceRules: List compliance rules. More... | |
System.Threading.Tasks.Task< PagedResourceListOfComplianceRunInfoV2 > | ListComplianceRunsAsync (DateTimeOffset? asAt=default(DateTimeOffset?), string? page=default(string?), int? limit=default(int?), string? filter=default(string?), List< string >? sortBy=default(List< string >?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
[EARLY ACCESS] ListComplianceRuns: List historical compliance run identifiers. More... | |
System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< PagedResourceListOfComplianceRunInfoV2 > > | ListComplianceRunsWithHttpInfoAsync (DateTimeOffset? asAt=default(DateTimeOffset?), string? page=default(string?), int? limit=default(int?), string? filter=default(string?), List< string >? sortBy=default(List< string >?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
[EARLY ACCESS] ListComplianceRuns: List historical compliance run identifiers. More... | |
System.Threading.Tasks.Task< PagedResourceListOfComplianceTemplate > | ListComplianceTemplatesAsync (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) |
[EARLY ACCESS] ListComplianceTemplates: List compliance templates. More... | |
System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< PagedResourceListOfComplianceTemplate > > | ListComplianceTemplatesWithHttpInfoAsync (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) |
[EARLY ACCESS] ListComplianceTemplates: List compliance templates. More... | |
System.Threading.Tasks.Task< ComplianceRunInfoV2 > | RunComplianceAsync (string runScope, string ruleScope, bool isPreTrade, string recipeIdScope, string recipeIdCode, int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
[EARLY ACCESS] RunCompliance: Run a compliance check. More... | |
System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< ComplianceRunInfoV2 > > | RunComplianceWithHttpInfoAsync (string runScope, string ruleScope, bool isPreTrade, string recipeIdScope, string recipeIdCode, int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
[EARLY ACCESS] RunCompliance: Run a compliance check. More... | |
System.Threading.Tasks.Task< ComplianceRunInfoV2 > | RunCompliancePreviewAsync (string runScope, string ruleScope, string recipeIdScope, string recipeIdCode, ComplianceRunConfiguration? complianceRunConfiguration=default(ComplianceRunConfiguration?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
[EARLY ACCESS] RunCompliancePreview: Run a compliance check. More... | |
System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< ComplianceRunInfoV2 > > | RunCompliancePreviewWithHttpInfoAsync (string runScope, string ruleScope, string recipeIdScope, string recipeIdCode, ComplianceRunConfiguration? complianceRunConfiguration=default(ComplianceRunConfiguration?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
[EARLY ACCESS] RunCompliancePreview: Run a compliance check. More... | |
System.Threading.Tasks.Task< ComplianceRuleTemplate > | UpdateComplianceTemplateAsync (string scope, string code, UpdateComplianceTemplateRequest updateComplianceTemplateRequest, int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
[EARLY ACCESS] UpdateComplianceTemplate: Update a ComplianceRuleTemplate More... | |
System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< ComplianceRuleTemplate > > | UpdateComplianceTemplateWithHttpInfoAsync (string scope, string code, UpdateComplianceTemplateRequest updateComplianceTemplateRequest, int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
[EARLY ACCESS] UpdateComplianceTemplate: Update a ComplianceRuleTemplate More... | |
System.Threading.Tasks.Task< ComplianceRuleResponse > | UpsertComplianceRuleAsync (UpsertComplianceRuleRequest? upsertComplianceRuleRequest=default(UpsertComplianceRuleRequest?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
[EARLY ACCESS] UpsertComplianceRule: Upsert a compliance rule. More... | |
System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< ComplianceRuleResponse > > | UpsertComplianceRuleWithHttpInfoAsync (UpsertComplianceRuleRequest? upsertComplianceRuleRequest=default(UpsertComplianceRuleRequest?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
[EARLY ACCESS] UpsertComplianceRule: Upsert a compliance rule. More... | |
System.Threading.Tasks.Task< UpsertComplianceRunSummaryResult > | UpsertComplianceRunSummaryAsync (UpsertComplianceRunSummaryRequest? upsertComplianceRunSummaryRequest=default(UpsertComplianceRunSummaryRequest?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
[EARLY ACCESS] UpsertComplianceRunSummary: Upsert a compliance run summary. More... | |
System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< UpsertComplianceRunSummaryResult > > | UpsertComplianceRunSummaryWithHttpInfoAsync (UpsertComplianceRunSummaryRequest? upsertComplianceRunSummaryRequest=default(UpsertComplianceRunSummaryRequest?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
[EARLY ACCESS] UpsertComplianceRunSummary: Upsert a compliance run summary. More... | |
Represents a collection of functions to interact with the API endpoints
System.Threading.Tasks.Task<ComplianceRuleTemplate> Lusid.Sdk.Api.IComplianceApiAsync.CreateComplianceTemplateAsync | ( | string | scope, |
CreateComplianceTemplateRequest | createComplianceTemplateRequest, | ||
int | operationIndex = 0 , |
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System.Threading.CancellationToken | cancellationToken = default(System.Threading.CancellationToken) , |
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ConfigurationOptions? | opts = null |
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) |
[EARLY ACCESS] CreateComplianceTemplate: Create a Compliance Rule Template
Use this endpoint to create a compliance template.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
scope | The scope of the Compliance Rule Template. |
createComplianceTemplateRequest | Request to create a compliance rule template. |
operationIndex | Index associated with the operation. |
cancellationToken | Cancellation Token to cancel the request. |
opts | Options for this request. |
Implemented in Lusid.Sdk.Api.ComplianceApi.
System.Threading.Tasks.Task<Lusid.Sdk.Client.ApiResponse<ComplianceRuleTemplate> > Lusid.Sdk.Api.IComplianceApiAsync.CreateComplianceTemplateWithHttpInfoAsync | ( | string | scope, |
CreateComplianceTemplateRequest | createComplianceTemplateRequest, | ||
int | operationIndex = 0 , |
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System.Threading.CancellationToken | cancellationToken = default(System.Threading.CancellationToken) , |
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ConfigurationOptions? | opts = null |
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) |
[EARLY ACCESS] CreateComplianceTemplate: Create a Compliance Rule Template
Use this endpoint to create a compliance template.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
scope | The scope of the Compliance Rule Template. |
createComplianceTemplateRequest | Request to create a compliance rule template. |
operationIndex | Index associated with the operation. |
cancellationToken | Cancellation Token to cancel the request. |
opts | Options for this request. |
Implemented in Lusid.Sdk.Api.ComplianceApi.
System.Threading.Tasks.Task<DeletedEntityResponse> Lusid.Sdk.Api.IComplianceApiAsync.DeleteComplianceRuleAsync | ( | string | scope, |
string | code, | ||
int | operationIndex = 0 , |
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System.Threading.CancellationToken | cancellationToken = default(System.Threading.CancellationToken) , |
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ConfigurationOptions? | opts = null |
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) |
[EARLY ACCESS] DeleteComplianceRule: Delete compliance rule.
Use this endpoint to delete a compliance rule. The rule will be recoverable for asat times earlier than the delete time, but will otherwise appear to have never existed.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
scope | The compliance rule's scope. |
code | The compliance rule's code. |
operationIndex | Index associated with the operation. |
cancellationToken | Cancellation Token to cancel the request. |
opts | Options for this request. |
Implemented in Lusid.Sdk.Api.ComplianceApi.
System.Threading.Tasks.Task<Lusid.Sdk.Client.ApiResponse<DeletedEntityResponse> > Lusid.Sdk.Api.IComplianceApiAsync.DeleteComplianceRuleWithHttpInfoAsync | ( | string | scope, |
string | code, | ||
int | operationIndex = 0 , |
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System.Threading.CancellationToken | cancellationToken = default(System.Threading.CancellationToken) , |
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ConfigurationOptions? | opts = null |
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) |
[EARLY ACCESS] DeleteComplianceRule: Delete compliance rule.
Use this endpoint to delete a compliance rule. The rule will be recoverable for asat times earlier than the delete time, but will otherwise appear to have never existed.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
scope | The compliance rule's scope. |
code | The compliance rule's code. |
operationIndex | Index associated with the operation. |
cancellationToken | Cancellation Token to cancel the request. |
opts | Options for this request. |
Implemented in Lusid.Sdk.Api.ComplianceApi.
System.Threading.Tasks.Task<DeletedEntityResponse> Lusid.Sdk.Api.IComplianceApiAsync.DeleteComplianceTemplateAsync | ( | string | scope, |
string | code, | ||
int | operationIndex = 0 , |
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System.Threading.CancellationToken | cancellationToken = default(System.Threading.CancellationToken) , |
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ConfigurationOptions? | opts = null |
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) |
[EARLY ACCESS] DeleteComplianceTemplate: Delete a ComplianceRuleTemplate
Delete the compliance rule template uniquely defined by the scope and code.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
scope | The scope of the template to be deleted. |
code | The code of the template to be deleted. |
operationIndex | Index associated with the operation. |
cancellationToken | Cancellation Token to cancel the request. |
opts | Options for this request. |
Implemented in Lusid.Sdk.Api.ComplianceApi.
System.Threading.Tasks.Task<Lusid.Sdk.Client.ApiResponse<DeletedEntityResponse> > Lusid.Sdk.Api.IComplianceApiAsync.DeleteComplianceTemplateWithHttpInfoAsync | ( | string | scope, |
string | code, | ||
int | operationIndex = 0 , |
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System.Threading.CancellationToken | cancellationToken = default(System.Threading.CancellationToken) , |
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ConfigurationOptions? | opts = null |
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) |
[EARLY ACCESS] DeleteComplianceTemplate: Delete a ComplianceRuleTemplate
Delete the compliance rule template uniquely defined by the scope and code.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
scope | The scope of the template to be deleted. |
code | The code of the template to be deleted. |
operationIndex | Index associated with the operation. |
cancellationToken | Cancellation Token to cancel the request. |
opts | Options for this request. |
Implemented in Lusid.Sdk.Api.ComplianceApi.
System.Threading.Tasks.Task<ComplianceRuleResponse> Lusid.Sdk.Api.IComplianceApiAsync.GetComplianceRuleAsync | ( | string | scope, |
string | code, | ||
DateTimeOffset? | asAt = default(DateTimeOffset?) , |
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List< string >? | propertyKeys = default(List< string >?) , |
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int | operationIndex = 0 , |
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System.Threading.CancellationToken | cancellationToken = default(System.Threading.CancellationToken) , |
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ConfigurationOptions? | opts = null |
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) |
[EARLY ACCESS] GetComplianceRule: Get compliance rule.
Use this endpoint to retrieve a single compliance rule.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
scope | The compliance rule's scope. |
code | The compliance rule's code. |
asAt | Optional. Asat time for query. (optional) |
propertyKeys | A list of property keys from the 'Compliance' domain to decorate onto the rule. These must take the format {domain}/{scope}/{code}, for example 'Compliance/live/UCITS'. (optional) |
operationIndex | Index associated with the operation. |
cancellationToken | Cancellation Token to cancel the request. |
opts | Options for this request. |
Implemented in Lusid.Sdk.Api.ComplianceApi.
System.Threading.Tasks.Task<ComplianceRuleResultV2> Lusid.Sdk.Api.IComplianceApiAsync.GetComplianceRuleResultAsync | ( | string | runScope, |
string | runCode, | ||
string | ruleScope, | ||
string | ruleCode, | ||
int | operationIndex = 0 , |
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System.Threading.CancellationToken | cancellationToken = default(System.Threading.CancellationToken) , |
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ConfigurationOptions? | opts = null |
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) |
[EARLY ACCESS] GetComplianceRuleResult: Get detailed results for a specific rule within a compliance run.
Specify a run scope and code from a previously run compliance check, and the scope and code of a rule within that run, to get detailed results for that rule.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
runScope | Required: Run Scope. |
runCode | Required: Run Code. |
ruleScope | Required: Rule Scope. |
ruleCode | Required: Rule Code. |
operationIndex | Index associated with the operation. |
cancellationToken | Cancellation Token to cancel the request. |
opts | Options for this request. |
Implemented in Lusid.Sdk.Api.ComplianceApi.
System.Threading.Tasks.Task<Lusid.Sdk.Client.ApiResponse<ComplianceRuleResultV2> > Lusid.Sdk.Api.IComplianceApiAsync.GetComplianceRuleResultWithHttpInfoAsync | ( | string | runScope, |
string | runCode, | ||
string | ruleScope, | ||
string | ruleCode, | ||
int | operationIndex = 0 , |
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System.Threading.CancellationToken | cancellationToken = default(System.Threading.CancellationToken) , |
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ConfigurationOptions? | opts = null |
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) |
[EARLY ACCESS] GetComplianceRuleResult: Get detailed results for a specific rule within a compliance run.
Specify a run scope and code from a previously run compliance check, and the scope and code of a rule within that run, to get detailed results for that rule.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
runScope | Required: Run Scope. |
runCode | Required: Run Code. |
ruleScope | Required: Rule Scope. |
ruleCode | Required: Rule Code. |
operationIndex | Index associated with the operation. |
cancellationToken | Cancellation Token to cancel the request. |
opts | Options for this request. |
Implemented in Lusid.Sdk.Api.ComplianceApi.
System.Threading.Tasks.Task<Lusid.Sdk.Client.ApiResponse<ComplianceRuleResponse> > Lusid.Sdk.Api.IComplianceApiAsync.GetComplianceRuleWithHttpInfoAsync | ( | string | scope, |
string | code, | ||
DateTimeOffset? | asAt = default(DateTimeOffset?) , |
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List< string >? | propertyKeys = default(List< string >?) , |
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int | operationIndex = 0 , |
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System.Threading.CancellationToken | cancellationToken = default(System.Threading.CancellationToken) , |
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ConfigurationOptions? | opts = null |
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) |
[EARLY ACCESS] GetComplianceRule: Get compliance rule.
Use this endpoint to retrieve a single compliance rule.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
scope | The compliance rule's scope. |
code | The compliance rule's code. |
asAt | Optional. Asat time for query. (optional) |
propertyKeys | A list of property keys from the 'Compliance' domain to decorate onto the rule. These must take the format {domain}/{scope}/{code}, for example 'Compliance/live/UCITS'. (optional) |
operationIndex | Index associated with the operation. |
cancellationToken | Cancellation Token to cancel the request. |
opts | Options for this request. |
Implemented in Lusid.Sdk.Api.ComplianceApi.
System.Threading.Tasks.Task<ComplianceTemplate> Lusid.Sdk.Api.IComplianceApiAsync.GetComplianceTemplateAsync | ( | string | scope, |
string | code, | ||
DateTimeOffset? | asAt = default(DateTimeOffset?) , |
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int | operationIndex = 0 , |
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System.Threading.CancellationToken | cancellationToken = default(System.Threading.CancellationToken) , |
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ConfigurationOptions? | opts = null |
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) |
[EARLY ACCESS] GetComplianceTemplate: Get the requested compliance template.
Use this endpoint to fetch a specific compliance template.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
scope | Scope of TemplateID |
code | Code of TemplateID |
asAt | Optional. The time at which to get results from. Default : latest (optional) |
operationIndex | Index associated with the operation. |
cancellationToken | Cancellation Token to cancel the request. |
opts | Options for this request. |
Implemented in Lusid.Sdk.Api.ComplianceApi.
System.Threading.Tasks.Task<Lusid.Sdk.Client.ApiResponse<ComplianceTemplate> > Lusid.Sdk.Api.IComplianceApiAsync.GetComplianceTemplateWithHttpInfoAsync | ( | string | scope, |
string | code, | ||
DateTimeOffset? | asAt = default(DateTimeOffset?) , |
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int | operationIndex = 0 , |
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System.Threading.CancellationToken | cancellationToken = default(System.Threading.CancellationToken) , |
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ConfigurationOptions? | opts = null |
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) |
[EARLY ACCESS] GetComplianceTemplate: Get the requested compliance template.
Use this endpoint to fetch a specific compliance template.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
scope | Scope of TemplateID |
code | Code of TemplateID |
asAt | Optional. The time at which to get results from. Default : latest (optional) |
operationIndex | Index associated with the operation. |
cancellationToken | Cancellation Token to cancel the request. |
opts | Options for this request. |
Implemented in Lusid.Sdk.Api.ComplianceApi.
System.Threading.Tasks.Task<DecoratedComplianceRunSummary> Lusid.Sdk.Api.IComplianceApiAsync.GetDecoratedComplianceRunSummaryAsync | ( | string | scope, |
string | code, | ||
int | operationIndex = 0 , |
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System.Threading.CancellationToken | cancellationToken = default(System.Threading.CancellationToken) , |
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ConfigurationOptions? | opts = null |
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) |
[EARLY ACCESS] GetDecoratedComplianceRunSummary: Get decorated summary results for a specific compliance run.
Specify a run scope and code from a previously run compliance check to get an overview of result details.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
scope | Required: Run Scope. |
code | Required: Run Code. |
operationIndex | Index associated with the operation. |
cancellationToken | Cancellation Token to cancel the request. |
opts | Options for this request. |
Implemented in Lusid.Sdk.Api.ComplianceApi.
System.Threading.Tasks.Task<Lusid.Sdk.Client.ApiResponse<DecoratedComplianceRunSummary> > Lusid.Sdk.Api.IComplianceApiAsync.GetDecoratedComplianceRunSummaryWithHttpInfoAsync | ( | string | scope, |
string | code, | ||
int | operationIndex = 0 , |
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System.Threading.CancellationToken | cancellationToken = default(System.Threading.CancellationToken) , |
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ConfigurationOptions? | opts = null |
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) |
[EARLY ACCESS] GetDecoratedComplianceRunSummary: Get decorated summary results for a specific compliance run.
Specify a run scope and code from a previously run compliance check to get an overview of result details.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
scope | Required: Run Scope. |
code | Required: Run Code. |
operationIndex | Index associated with the operation. |
cancellationToken | Cancellation Token to cancel the request. |
opts | Options for this request. |
Implemented in Lusid.Sdk.Api.ComplianceApi.
System.Threading.Tasks.Task<PagedResourceListOfComplianceRuleResponse> Lusid.Sdk.Api.IComplianceApiAsync.ListComplianceRulesAsync | ( | DateTimeOffset? | asAt = default(DateTimeOffset?) , |
string? | page = default(string?) , |
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int? | limit = default(int?) , |
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string? | filter = default(string?) , |
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List< string >? | propertyKeys = default(List< string >?) , |
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int | operationIndex = 0 , |
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System.Threading.CancellationToken | cancellationToken = default(System.Threading.CancellationToken) , |
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ConfigurationOptions? | opts = null |
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) |
[EARLY ACCESS] ListComplianceRules: List compliance rules.
Use this endpoint to retrieve all compliance rules, or a subset defined by an optional filter.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
asAt | Optional. Asat time. (optional) |
page | Optional. Pagination token. (optional) |
limit | Optional. Entries per page. (optional) |
filter | Optional. Filter. (optional) |
propertyKeys | A list of property keys from the 'Compliance' domain to decorate onto each rule. These must take the format {domain}/{scope}/{code}, for example 'Compliance/live/UCITS'. If not provided will return all the entitled properties for each rule. (optional) |
operationIndex | Index associated with the operation. |
cancellationToken | Cancellation Token to cancel the request. |
opts | Options for this request. |
Implemented in Lusid.Sdk.Api.ComplianceApi.
System.Threading.Tasks.Task<Lusid.Sdk.Client.ApiResponse<PagedResourceListOfComplianceRuleResponse> > Lusid.Sdk.Api.IComplianceApiAsync.ListComplianceRulesWithHttpInfoAsync | ( | DateTimeOffset? | asAt = default(DateTimeOffset?) , |
string? | page = default(string?) , |
||
int? | limit = default(int?) , |
||
string? | filter = default(string?) , |
||
List< string >? | propertyKeys = default(List< string >?) , |
||
int | operationIndex = 0 , |
||
System.Threading.CancellationToken | cancellationToken = default(System.Threading.CancellationToken) , |
||
ConfigurationOptions? | opts = null |
||
) |
[EARLY ACCESS] ListComplianceRules: List compliance rules.
Use this endpoint to retrieve all compliance rules, or a subset defined by an optional filter.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
asAt | Optional. Asat time. (optional) |
page | Optional. Pagination token. (optional) |
limit | Optional. Entries per page. (optional) |
filter | Optional. Filter. (optional) |
propertyKeys | A list of property keys from the 'Compliance' domain to decorate onto each rule. These must take the format {domain}/{scope}/{code}, for example 'Compliance/live/UCITS'. If not provided will return all the entitled properties for each rule. (optional) |
operationIndex | Index associated with the operation. |
cancellationToken | Cancellation Token to cancel the request. |
opts | Options for this request. |
Implemented in Lusid.Sdk.Api.ComplianceApi.
System.Threading.Tasks.Task<PagedResourceListOfComplianceRunInfoV2> Lusid.Sdk.Api.IComplianceApiAsync.ListComplianceRunsAsync | ( | DateTimeOffset? | asAt = default(DateTimeOffset?) , |
string? | page = default(string?) , |
||
int? | limit = default(int?) , |
||
string? | filter = default(string?) , |
||
List< string >? | sortBy = default(List< string >?) , |
||
int | operationIndex = 0 , |
||
System.Threading.CancellationToken | cancellationToken = default(System.Threading.CancellationToken) , |
||
ConfigurationOptions? | opts = null |
||
) |
[EARLY ACCESS] ListComplianceRuns: List historical compliance run identifiers.
Lists RunIds of prior compliance runs, or a subset with a filter.
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 | Optional. 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 | Optional. When paginating, limit the number of returned results to this many. (optional) |
filter | Optional. Expression to filter the result set. Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid. (optional) |
sortBy | Optional. A list of field names to sort by, each suffixed by "ASC" or "DESC" (optional) |
operationIndex | Index associated with the operation. |
cancellationToken | Cancellation Token to cancel the request. |
opts | Options for this request. |
Implemented in Lusid.Sdk.Api.ComplianceApi.
System.Threading.Tasks.Task<Lusid.Sdk.Client.ApiResponse<PagedResourceListOfComplianceRunInfoV2> > Lusid.Sdk.Api.IComplianceApiAsync.ListComplianceRunsWithHttpInfoAsync | ( | DateTimeOffset? | asAt = default(DateTimeOffset?) , |
string? | page = default(string?) , |
||
int? | limit = default(int?) , |
||
string? | filter = default(string?) , |
||
List< string >? | sortBy = default(List< string >?) , |
||
int | operationIndex = 0 , |
||
System.Threading.CancellationToken | cancellationToken = default(System.Threading.CancellationToken) , |
||
ConfigurationOptions? | opts = null |
||
) |
[EARLY ACCESS] ListComplianceRuns: List historical compliance run identifiers.
Lists RunIds of prior compliance runs, or a subset with a filter.
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 | Optional. 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 | Optional. When paginating, limit the number of returned results to this many. (optional) |
filter | Optional. Expression to filter the result set. Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid. (optional) |
sortBy | Optional. A list of field names to sort by, each suffixed by "ASC" or "DESC" (optional) |
operationIndex | Index associated with the operation. |
cancellationToken | Cancellation Token to cancel the request. |
opts | Options for this request. |
Implemented in Lusid.Sdk.Api.ComplianceApi.
System.Threading.Tasks.Task<PagedResourceListOfComplianceTemplate> Lusid.Sdk.Api.IComplianceApiAsync.ListComplianceTemplatesAsync | ( | 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 |
||
) |
[EARLY ACCESS] ListComplianceTemplates: List compliance templates.
Use this endpoint to fetch a list of all available compliance template ids, or a subset using a filter.
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 | Optional. 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 | Optional. When paginating, limit the number of returned results to this many. (optional) |
filter | Optional. 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. |
Implemented in Lusid.Sdk.Api.ComplianceApi.
System.Threading.Tasks.Task<Lusid.Sdk.Client.ApiResponse<PagedResourceListOfComplianceTemplate> > Lusid.Sdk.Api.IComplianceApiAsync.ListComplianceTemplatesWithHttpInfoAsync | ( | 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 |
||
) |
[EARLY ACCESS] ListComplianceTemplates: List compliance templates.
Use this endpoint to fetch a list of all available compliance template ids, or a subset using a filter.
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 | Optional. 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 | Optional. When paginating, limit the number of returned results to this many. (optional) |
filter | Optional. 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. |
Implemented in Lusid.Sdk.Api.ComplianceApi.
System.Threading.Tasks.Task<ComplianceRunInfoV2> Lusid.Sdk.Api.IComplianceApiAsync.RunComplianceAsync | ( | string | runScope, |
string | ruleScope, | ||
bool | isPreTrade, | ||
string | recipeIdScope, | ||
string | recipeIdCode, | ||
int | operationIndex = 0 , |
||
System.Threading.CancellationToken | cancellationToken = default(System.Threading.CancellationToken) , |
||
ConfigurationOptions? | opts = null |
||
) |
[EARLY ACCESS] RunCompliance: Run a compliance check.
Use this endpoint to run a compliance check using rules from a specific scope.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
runScope | Required: Scope to save the run results in. |
ruleScope | Required: Scope from which to select rules to be run. |
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 | Required: The code of the recipe to be used. If left blank, the default recipe will be used. |
operationIndex | Index associated with the operation. |
cancellationToken | Cancellation Token to cancel the request. |
opts | Options for this request. |
Implemented in Lusid.Sdk.Api.ComplianceApi.
System.Threading.Tasks.Task<ComplianceRunInfoV2> Lusid.Sdk.Api.IComplianceApiAsync.RunCompliancePreviewAsync | ( | string | runScope, |
string | ruleScope, | ||
string | recipeIdScope, | ||
string | recipeIdCode, | ||
ComplianceRunConfiguration? | complianceRunConfiguration = default(ComplianceRunConfiguration?) , |
||
int | operationIndex = 0 , |
||
System.Threading.CancellationToken | cancellationToken = default(System.Threading.CancellationToken) , |
||
ConfigurationOptions? | opts = null |
||
) |
[EARLY ACCESS] RunCompliancePreview: Run a compliance check.
Use this endpoint to run a compliance check using rules from a specific scope.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
runScope | Required: Scope to save the run results in. |
ruleScope | Required: Scope from which to select rules to be run. |
recipeIdScope | Required: the scope of the recipe to be used |
recipeIdCode | Required: The code of the recipe to be used. If left blank, the default recipe will be used. |
complianceRunConfiguration | Configuration options for the compliance run. (optional) |
operationIndex | Index associated with the operation. |
cancellationToken | Cancellation Token to cancel the request. |
opts | Options for this request. |
Implemented in Lusid.Sdk.Api.ComplianceApi.
System.Threading.Tasks.Task<Lusid.Sdk.Client.ApiResponse<ComplianceRunInfoV2> > Lusid.Sdk.Api.IComplianceApiAsync.RunCompliancePreviewWithHttpInfoAsync | ( | string | runScope, |
string | ruleScope, | ||
string | recipeIdScope, | ||
string | recipeIdCode, | ||
ComplianceRunConfiguration? | complianceRunConfiguration = default(ComplianceRunConfiguration?) , |
||
int | operationIndex = 0 , |
||
System.Threading.CancellationToken | cancellationToken = default(System.Threading.CancellationToken) , |
||
ConfigurationOptions? | opts = null |
||
) |
[EARLY ACCESS] RunCompliancePreview: Run a compliance check.
Use this endpoint to run a compliance check using rules from a specific scope.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
runScope | Required: Scope to save the run results in. |
ruleScope | Required: Scope from which to select rules to be run. |
recipeIdScope | Required: the scope of the recipe to be used |
recipeIdCode | Required: The code of the recipe to be used. If left blank, the default recipe will be used. |
complianceRunConfiguration | Configuration options for the compliance run. (optional) |
operationIndex | Index associated with the operation. |
cancellationToken | Cancellation Token to cancel the request. |
opts | Options for this request. |
Implemented in Lusid.Sdk.Api.ComplianceApi.
System.Threading.Tasks.Task<Lusid.Sdk.Client.ApiResponse<ComplianceRunInfoV2> > Lusid.Sdk.Api.IComplianceApiAsync.RunComplianceWithHttpInfoAsync | ( | string | runScope, |
string | ruleScope, | ||
bool | isPreTrade, | ||
string | recipeIdScope, | ||
string | recipeIdCode, | ||
int | operationIndex = 0 , |
||
System.Threading.CancellationToken | cancellationToken = default(System.Threading.CancellationToken) , |
||
ConfigurationOptions? | opts = null |
||
) |
[EARLY ACCESS] RunCompliance: Run a compliance check.
Use this endpoint to run a compliance check using rules from a specific scope.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
runScope | Required: Scope to save the run results in. |
ruleScope | Required: Scope from which to select rules to be run. |
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 | Required: The code of the recipe to be used. If left blank, the default recipe will be used. |
operationIndex | Index associated with the operation. |
cancellationToken | Cancellation Token to cancel the request. |
opts | Options for this request. |
Implemented in Lusid.Sdk.Api.ComplianceApi.
System.Threading.Tasks.Task<ComplianceRuleTemplate> Lusid.Sdk.Api.IComplianceApiAsync.UpdateComplianceTemplateAsync | ( | string | scope, |
string | code, | ||
UpdateComplianceTemplateRequest | updateComplianceTemplateRequest, | ||
int | operationIndex = 0 , |
||
System.Threading.CancellationToken | cancellationToken = default(System.Threading.CancellationToken) , |
||
ConfigurationOptions? | opts = null |
||
) |
[EARLY ACCESS] UpdateComplianceTemplate: Update a ComplianceRuleTemplate
Use this endpoint to update a specified compliance template.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
scope | The scope of the Compliance Rule Template. |
code | The code of the Compliance Rule Template. |
updateComplianceTemplateRequest | Request to update a compliance rule template. |
operationIndex | Index associated with the operation. |
cancellationToken | Cancellation Token to cancel the request. |
opts | Options for this request. |
Implemented in Lusid.Sdk.Api.ComplianceApi.
System.Threading.Tasks.Task<Lusid.Sdk.Client.ApiResponse<ComplianceRuleTemplate> > Lusid.Sdk.Api.IComplianceApiAsync.UpdateComplianceTemplateWithHttpInfoAsync | ( | string | scope, |
string | code, | ||
UpdateComplianceTemplateRequest | updateComplianceTemplateRequest, | ||
int | operationIndex = 0 , |
||
System.Threading.CancellationToken | cancellationToken = default(System.Threading.CancellationToken) , |
||
ConfigurationOptions? | opts = null |
||
) |
[EARLY ACCESS] UpdateComplianceTemplate: Update a ComplianceRuleTemplate
Use this endpoint to update a specified compliance template.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
scope | The scope of the Compliance Rule Template. |
code | The code of the Compliance Rule Template. |
updateComplianceTemplateRequest | Request to update a compliance rule template. |
operationIndex | Index associated with the operation. |
cancellationToken | Cancellation Token to cancel the request. |
opts | Options for this request. |
Implemented in Lusid.Sdk.Api.ComplianceApi.
System.Threading.Tasks.Task<ComplianceRuleResponse> Lusid.Sdk.Api.IComplianceApiAsync.UpsertComplianceRuleAsync | ( | UpsertComplianceRuleRequest? | upsertComplianceRuleRequest = default(UpsertComplianceRuleRequest?) , |
int | operationIndex = 0 , |
||
System.Threading.CancellationToken | cancellationToken = default(System.Threading.CancellationToken) , |
||
ConfigurationOptions? | opts = null |
||
) |
[EARLY ACCESS] UpsertComplianceRule: Upsert a compliance rule.
Use this endpoint to upsert a single compliance rule. The template and variation specified must already exist, as must the portfolio group. The parameters passed must match those required by the template variation.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
upsertComplianceRuleRequest | (optional) |
operationIndex | Index associated with the operation. |
cancellationToken | Cancellation Token to cancel the request. |
opts | Options for this request. |
Implemented in Lusid.Sdk.Api.ComplianceApi.
System.Threading.Tasks.Task<Lusid.Sdk.Client.ApiResponse<ComplianceRuleResponse> > Lusid.Sdk.Api.IComplianceApiAsync.UpsertComplianceRuleWithHttpInfoAsync | ( | UpsertComplianceRuleRequest? | upsertComplianceRuleRequest = default(UpsertComplianceRuleRequest?) , |
int | operationIndex = 0 , |
||
System.Threading.CancellationToken | cancellationToken = default(System.Threading.CancellationToken) , |
||
ConfigurationOptions? | opts = null |
||
) |
[EARLY ACCESS] UpsertComplianceRule: Upsert a compliance rule.
Use this endpoint to upsert a single compliance rule. The template and variation specified must already exist, as must the portfolio group. The parameters passed must match those required by the template variation.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
upsertComplianceRuleRequest | (optional) |
operationIndex | Index associated with the operation. |
cancellationToken | Cancellation Token to cancel the request. |
opts | Options for this request. |
Implemented in Lusid.Sdk.Api.ComplianceApi.
System.Threading.Tasks.Task<UpsertComplianceRunSummaryResult> Lusid.Sdk.Api.IComplianceApiAsync.UpsertComplianceRunSummaryAsync | ( | UpsertComplianceRunSummaryRequest? | upsertComplianceRunSummaryRequest = default(UpsertComplianceRunSummaryRequest?) , |
int | operationIndex = 0 , |
||
System.Threading.CancellationToken | cancellationToken = default(System.Threading.CancellationToken) , |
||
ConfigurationOptions? | opts = null |
||
) |
[EARLY ACCESS] UpsertComplianceRunSummary: Upsert a compliance run summary.
Use this endpoint to upsert a compliance run result summary.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
upsertComplianceRunSummaryRequest | (optional) |
operationIndex | Index associated with the operation. |
cancellationToken | Cancellation Token to cancel the request. |
opts | Options for this request. |
Implemented in Lusid.Sdk.Api.ComplianceApi.
System.Threading.Tasks.Task<Lusid.Sdk.Client.ApiResponse<UpsertComplianceRunSummaryResult> > Lusid.Sdk.Api.IComplianceApiAsync.UpsertComplianceRunSummaryWithHttpInfoAsync | ( | UpsertComplianceRunSummaryRequest? | upsertComplianceRunSummaryRequest = default(UpsertComplianceRunSummaryRequest?) , |
int | operationIndex = 0 , |
||
System.Threading.CancellationToken | cancellationToken = default(System.Threading.CancellationToken) , |
||
ConfigurationOptions? | opts = null |
||
) |
[EARLY ACCESS] UpsertComplianceRunSummary: Upsert a compliance run summary.
Use this endpoint to upsert a compliance run result summary.
Lusid.Sdk.Client.ApiException | Thrown when fails to make API call |
upsertComplianceRunSummaryRequest | (optional) |
operationIndex | Index associated with the operation. |
cancellationToken | Cancellation Token to cancel the request. |
opts | Options for this request. |
Implemented in Lusid.Sdk.Api.ComplianceApi.