{"info":{"_postman_id":"06ad0111-07cb-4e55-a16a-a1e6e8389235","name":"BGL API","description":"The BGL API is an easy and secure way for users to grant access to BGL data to third-party applications without sharing a username and password.\n\n\n","schema":"https://schema.getpostman.com/json/collection/v2.0.0/collection.json"},"item":[{"name":"Getting Started","item":[{"name":"Staging (Sandbox)","item":[],"id":"c438671f-d887-420f-b0dd-a2af9ea234ec","description":"Our staging environment (https://api.staging.bgl360.com.au) is used to test your application and integration with BGL's products\n\n 1. Please email api@bglcorp.com.au to get access to our Staging environment. \n 2. Explore our documentation below to see what each endpoint does\n 3. If you get stuck or require your API scope to upgraded please contact api@bglcorp.com.au","event":[{"listen":"prerequest","script":{"id":"997ffb5d-945a-482f-9dc3-24da9da8b9a9","type":"text/javascript","exec":[""]}},{"listen":"test","script":{"id":"c772260e-c06c-4cb2-b859-6df4ac99093e","type":"text/javascript","exec":[""]}}],"_postman_id":"c438671f-d887-420f-b0dd-a2af9ea234ec"},{"name":"Production Environment","item":[],"id":"8f830d5d-fefb-4461-9603-40d24534abe8","description":"Our production environment ([https://api.bgl360.com.au](https://api.bgl360.com.au)) is used to access BGL's client's data for Simple Fund 360 and CAS 360.\n\n## Third-Party Applications\n\nTo get access to our Production Environment you must have done the following:\n\n1. Developed and tested your integration on our staging environment\n \n2. Email [api@bglcorp.com.au](https://mailto:api@bglcorp.com.au) to get access to receive Production environment credentials.\n \n3. You must agree to [BGL's Terms and Conditions](https://docs.api.bgl360.com.au/?version=latest#afa68c06-697a-4ba3-a747-26e97b07616e)\n \n4. You must sign and return our [BGL API agreement](https://blog.api.bgl360.com.au/assets/Files/BGLStandardAPIAgreement.docx)\n \n5. You must complete [BGL's security questionnaire](https://blog.api.bgl360.com.au/assets/Files/BGL_API_Self_Assessment_Security_Questionnaire.docx)\n \n6. You must demonstrate your integration to BGL\n \n\nOnce all these steps have been completed you will receive your Authentication details for BGL's Production API and BGL will update your scope.\n\n## Owner Applications (You will only access data for your own firm)\n\nTo get access to our Production Environment you must have done the following:\n\n1. Optional - Developed and tested your integration on our staging environment\n \n2. Email [api@bglcorp.com.au](https://mailto:api@bglcorp.com.au) to get access to the Developer Portal.\n \n3. You must agree to [BGL's Terms and Conditions](https://docs.api.bgl360.com.au/?version=latest#afa68c06-697a-4ba3-a747-26e97b07616e)\n \n4. You must sign and return our [BGL API agreement](https://blog.api.bgl360.com.au/assets/Files/BGLStandardAPIAgreement.docx)\n \n5. You must complete [BGL's security questionnaire](https://blog.api.bgl360.com.au/assets/Files/BGL_API_Self_Assessment_Security_Questionnaire.docx)","auth":{"type":"noauth"},"event":[{"listen":"prerequest","script":{"id":"5341f314-1b48-434b-9261-5350a1dde286","type":"text/javascript","exec":[""]}},{"listen":"test","script":{"id":"18468f30-9d75-4612-9b62-f8b2ba60ed07","type":"text/javascript","exec":[""]}}],"_postman_id":"8f830d5d-fefb-4461-9603-40d24534abe8"},{"name":"Marketing of your Application/Integration","item":[],"id":"871900ed-f4c2-4f75-92b0-a8b3731d21ac","description":"For commercial products, BGL offers the following opportunities for your company:\n\n**1. BGL Knowledge Base**\nBGL include references to our integration partners in our software Knowledge Base (Help Files). This includes details of the integration and instructions on how to set it up.\n\n - [View Simple Fund 360 Knowledge Base](https://sf360.zendesk.com/hc/en-au/categories/360003812711-API-Integrations)\n - [View CAS 360 Knowledge Base](https://cas360.zendesk.com/hc/en-au/sections/360001967392-CAS-360-Marketplace)\n\n**2. Joint Webinars**\n \nBGL offers an opportunity to do a live webinar jointly with our new integration partners where we show our clients how the integration works. We record the webinar and add it to our BGL Community and Youtube channel so it is available to clients at any time.\n\n - [View upcoming Webinars](https://www.bglcorp.com/hub/webinars-2/) \n - [View Webinar recordings](https://www.youtube.com/playlist?list=PLQYxUk565YXiJNw81NfvH-wyjT1Benli0)\n\n \n**3. Media Releases**\nBGL may release media releases with new integration partners who are happy to put their name to a media release. Media releases need to be approved by both parties.\n\n - [Example 1](https://www.bglcorp.com/2021/08/16/bgl-launches-integration-with-digital-signing-tool/)\n - [Example 2](https://www.accountantsdaily.com.au/technology/11111-bgl-locks-in-new-actuarial-certificates-partnership)\n - [Example 3](https://australianfintech.com.au/bgl-announces-integration-with-greatsoft/)\n\n **4. Website** \nBGL are happy for you to list us as an integration partner on your website or in your documentation. We do the same for all our integration partners. \n- [View BGL marketplace](https://www.bglcorp.com/marketplace/).\n\n**5. Internal Training** \nBGL are happy to run a training session for your team explaining how the integration works and encourage you to run a similar session for our Account Management team so they better understand what is available.\n\n **6. Events** \nBGL runs an annual even BGL RegTech. This normal gets over 1200 attendees and sponsorship opportunities will provide you with face-to-face contact with attendees. \n\n- [View BGL RegTech website](https://www.bglcorp.com/bglregtech2021/)","_postman_id":"871900ed-f4c2-4f75-92b0-a8b3731d21ac"},{"name":"BGL Logo Kit and Colour Guide","item":[],"id":"bf22117b-8db3-4a19-8e74-e5543035648e","description":"On the [BGL Media Kit](https://www.bglcorp.com/media-kit/) page, you’ll find our logo assets and brand colour information for anyone to use. Make sure you download our [BGL Branding guide](https://www.bglcorp.com/wp-content/uploads/2019/07/BGL-Branding-Jan-2019.pdf) for more information about our branding style and restrictions.","event":[{"listen":"prerequest","script":{"id":"81c1f21a-c9c1-44f8-9251-dc3aac838727","type":"text/javascript","exec":[""]}},{"listen":"test","script":{"id":"c87f1dbf-29bb-4120-9537-a1be64b92657","type":"text/javascript","exec":[""]}}],"_postman_id":"bf22117b-8db3-4a19-8e74-e5543035648e"},{"name":"Updates to BGL API","item":[],"id":"000fac70-aa1b-441e-8f3d-e4d5219432ac","description":"To register for updates on the BGL API please and yourself to our mailing list please [Click Here](http://eepurl.com/gKb9-X). \n\nA list of all changes can be found on [BGL's Ecosystem Blog](https://blog.api.bgl360.com.au/categories#Update).","_postman_id":"000fac70-aa1b-441e-8f3d-e4d5219432ac"}],"id":"f58a44b9-09bf-4f0f-8782-df52787ee962","description":"For updates, news and guides for BGL's ecosystem please see [BGL's Ecosystem Blog](https://blog.api.bgl360.com.au/)\n","event":[{"listen":"prerequest","script":{"id":"82ac4cd3-ad51-4a85-8cb7-ee04a1c6cacb","type":"text/javascript","exec":[""]}},{"listen":"test","script":{"id":"2f9484e1-f2b1-4f21-b13e-3f7f22949569","type":"text/javascript","exec":[""]}}],"_postman_id":"f58a44b9-09bf-4f0f-8782-df52787ee962"},{"name":"Developer - API Management","item":[{"name":"Terms and Conditions","item":[],"id":"afa68c06-697a-4ba3-a747-26e97b07616e","description":"**BGL Terms of Use**\n\nThis API Platform Agreement explains BGL’s obligations as a service provider and your obligations as a customer and/or developer.\n\nThis Agreement along with the [BGL Group Cloud Products Software Subscription Agreement](https://www.sf360.com.au/s/terms/TermsAndConditions.pdf \"https://www.sf360.com.au/s/terms/TermsAndConditions.pdf\") and BGL’s Privacy Policy (which can be found on BGL’s Website at [www.bglcorp.com.au](http://www.bglcorp.com.au/ \"http://www.bglcorp.com.au/\")) is binding on any use of the BGL's API and software and apply to you from when BGL provides you with access to the API. BGL reserves the right to change these Agreements at any time. The latest Agreements are available on the BGL Website.\n\n**Access Conditions**\n\nYou will ensure that all usernames, passwords and keys required to access the API are kept secure and confidential. You must at all times ensure that any BGL data held in your systems is stored in a secure way.\n\nYou will immediately notify BGL of any unauthorised use of your passwords, any other breach of security or possible breach of security which has the potential to expose information such as BGL customer data, API certificates, tokens or other sensitive details, and BGL will reset your password and security details.\n\nYou will complete the BGL Security Questionnaire and remedy any deficiencies in your systems highlighted in by your completion of the Questionnaire.\n\n**Accrued Rights**\n\nTermination of the Agreement is without prejudice to the rights and obligations of the parties accrued up to and including the date of termination. On termination of this Agreement you will:\n\n- remain liable for any accrued charges and amounts which were due for payment before or after termination; and\n \n- immediately cease to use the Software and the Website.\n \n\nA person who is not a party to these Agreement has no right to benefit under or to enforce any term of this Agreement.\n\n**Breach of Agreement**\n\nAny breach by you of the terms and conditions of this Agreement shall mean that your right to use the Software, API and the Website is immediately revoked.\n\n**Content**\n\nYou understand that all information (such as data, text, documents, audio, photographs or videos) which you may have access to as part of, or through your use of, the Software are the sole responsibility of the person who originated the Content. Content presented to you as part of the Software, including but not limited to advertisements and/or sponsored Content may be protected by intellectual property rights which are owned by the others.\n\nYou may not modify, rent, lease, loan, sell, distribute or create derivative works based on this Content (either in whole or in part) unless you receive permission to do so. You are responsible for your Content. BGL adheres to its best practice policies and procedures to prevent data loss, including a regular system data back-up, but does not make any guarantees that there will be no loss of Content. BGL expressly excludes liability for any loss of Content no matter how caused.\n\n**Copyright**\n\nYou acknowledge that any and all trademarks, trade names, copyrights, patents and other intellectual property rights used or embodied in or in connection with the Software shall remain the sole property of BGL or the Owner(s).\n\n**Definitions**\n\n- \"API Platform\" or \"API\" refers to the collective access to and use of BGL's APIs, SDKs, app keys and access tokens, and developer webpages and documentation.\n \n- \"BGL\" means BGL Corporate Solutions Pty Ltd, BGL Client Services Pty Ltd and BGL Data Services Pty Ltd.\n \n- Data means any data input or maintained in the Software.\n \n- Data Services means BGL's ASX/Unlisted Unit Trust (UUT) Data Service, BGL's Bank Data Service and BGL's Share Data Service. I\n \n- \"Intellectual Property\" means any patent, trademark, service mark, copyright, moral right, right in a design, know-how and any other intellectual or industrial property rights, anywhere in the world whether or not\n \n- registered.\n \n- \"Share Data Services\" means BGL's Contract Note Service and BGL's Registry Data Service.\n \n- \"Software\" means CAS 360, Simple Fund 360 and Simple Invest 360.\n \n- \"Subscription Fee\" means the monthly or annual fee (excluding taxes and duties) payable by you in accordance with the price list as set out on our website (which BGL may change from time to time).\n \n- \"Website\" means any Internet site running the Software.\n \n- \"You\" or \"Developer\" means you (an entity or a person) and includes your employees, consultants, representatives and agents.\n \n\n**Further Information**\n\nFor further information on this Agreement, contact BGL at Suite 2, 606-608 Hawthorn Road (PO Box 8063), East Brighton, Victoria, 3187, Australia or through our Website at [www.bglcorp.com.au](http://www.bglcorp.com.au/ \"http://www.bglcorp.com.au\") ([http://www.bglcorp.com.au](http://www.bglcorp.com.au/ \"http://www.bglcorp.com.au\")).\n\n**Intellectual Property**\n\nTitle to, and all Intellectual Property Rights in the Software, the Website and any documentation relating to the Software and API remain the property of BGL (or its licensors).\n\n**Legal Use**\n\nYou must not use this API to assist in any endeavour that breaks local or international laws or treaties.\n\n**Limitation of Liability**\n\nTo the maximum extent permitted by law, BGL excludes all liability and responsibility to you (or any other person) in contract, tort (including negligence), or otherwise, for any loss (including loss of data, profits and savings) or damage resulting, directly or indirectly, from the use of, or reliance on, the API. If you suffer loss or damage as a result of BGL's negligence or failure to comply with this Agreement any claim by you against BGL arising from BGL's negligence or failure will be limited in respect of any one incident, or series of connected incidents to the Subscription Fee paid by you in the previous 12 months. If you are not satisfied with the API, your sole and exclusive remedy is to terminate this Agreement.\n\n**No Assignment**\n\nYou may not assign or transfer any rights to any other person without BGL's prior written consent.\n\n**No Warranties**\n\nBGL gives no warranty about the API. Without limiting the foregoing, BGL does not warrant that the API will meet your requirements or that it will be suitable for your purposes. To avoid doubt, all implied conditions or warranties are excluded in so far as is permitted by law, including (without limitation) warranties of merchantability, fitness for purpose, title and non-infringement.\n\n**Registration**\n\nAll Software and API access must be properly registered with BGL. You must follow the registration process established by BGL. BGL may approve or deny access to its API Platform at its sole discretion\n\n**Restrictions**\n\nYou may not reverse engineer, decompile, or disassemble the Software or API, except and only to the extent that such activity is expressly permitted by applicable law notwithstanding this limitation. As a condition of these Terms, when accessing and using the Software or API, you must:\n\n- not attempt to undermine the security or integrity of the Software's computing systems or networks or, where the Software is hosted by a third party, that third party's computing systems and networks;\n \n- not use, or misuse, the Software in any way which may impair the functionality of the Software or Website, or impair the ability of any other user to use the Software or Website;\n \n- not attempt to gain unauthorised access to any materials other than those to which you have been given express permission to access or to the computer system on which the Software is hosted; and\n \n- not transmit, or input into the Software, any: files that may damage any other person's computing devices or software, content that may be offensive, or material or Data in violation of any law (including Data or other material protected by copyright or trade secrets which you do not have the right to use); and\n \n- not allow any third party to use BGL's User Data for any purpose not directly related to your advertised service offering; and\n \n- not access BGL's API for competitive purposes including to connect to a competitive product or to create your own competitive product that competes with any of BGL's Products.\n \n\n**Service Availability**\n\nWhilst BGL intends that the Software and API will be available 24 hours a day, seven days a week, it is possible that on occasion it may be unavailable to permit maintenance or other development activity to take place. BGL may interrupt the use of the Software and API. BGL will use reasonable endeavours to notify you in advance.\n\n**Waiver**\n\nIf either party waives any breach of this Agreement, this will not constitute a waiver of any other breach. No waiver will be effective unless made in writing.\n\n**Withdrawal of Access**\n\nBGL reserves the right to withdraw your access to the API. BGL will, in most circumstances, provide 30 days notice of this withdrawal Immediate withdrawal may be required where your access to the API is deemed necessary by BGL.\n\n**Use**\n\nBGL grants you the right to access and use the API. This right is non-exclusive and non-transferable and limited by this Agreement.\n\n**Your Use Rights**\n\nBGL warrants to you that it is duly authorised to grant you the right to use the API\n\nYour use must be as permitted in our Documentation and is subject to call, usage and other limits as described at [https://docs.api.bgl360.com.au/](https://docs.api.bgl360.com.au/ \"https://docs.api.bgl360.com.au/\") or as we otherwise notify you. All of your rights are non-assignable, non-transferable, and non-sublicensable.\n\nYour use within these Use Rights are permitted “free-of-charge” up to, but not to exceed, the BGL API limits set forth above and in associated documentation. BGL reserves the rights to modify or amend this policy, in its sole discretion, at any time\n\nAccess to the API is only permitted by a third party application approved by BGL. Granting of access rights to a non-approved third-party application may mean your access to the API is denied.\n\n**Last updated**\n\n16 Jun 2021","_postman_id":"afa68c06-697a-4ba3-a747-26e97b07616e"},{"name":"Security","item":[],"id":"1f8b5874-b89d-418b-ba18-107ea1b45ef2","description":"Apps connecting to BGL's API must meet these requirements:\n\n## Encryption key management\n\nPlease ensure that your app meets these requirements for OAuth token management:\n\n- OAuth tokens or customer-identifying information must not be exposed within your app or shared with other parties.\n \n- Encrypt and store the refresh token in persistent memory.\n \n- Encrypt the refresh token with a symmetric algorithm (3DES or AES). AES-128 or greater is preferred.\n \n- Store your AES key in your app, in a separate configuration file.\n \n\n## Encryption in transit\n\nSSL must be configured to support only TLS version 1.2 or higher.\n\n- BGL does not support 1.1 or lower.\n \n- TLS version 1.2 using AES 256 or higher with SHA-256 is recommended.\n \n\n## User Authentication\n\nEnsure that users who access to your app are authenticated. 2FA/MFA is recommended.\n\n## Indirect access to data\n\nThird party access to customer data must be clearly stated within applicable policies and/or terms and conditions, and have a justifiable business need. \nNote:\n\n- Third party access may include access via an external API, or through data that is stored.\n \n- Justifiable business need may include (but not limited to) the utilisation of third party services, which is functionally required. For example, the use of third party biometric services.\n \n\n## App server configuration\n\nEnsure your server’s configuration follows industry accepted hardening practice for example:\n\n- [National Institute of Standards and Technology – Guide to General Server Security](https://nvlpubs.nist.gov/nistpubs/Legacy/SP/nistspecialpublication800-123.pdf)\n \n\n## Vulnerability management\n\nFollow an industry accepted standard for secure code development such as OWASP Top 10 to protect against vulnerabilities such as:\n\n- Cross Site Request Forgery\n \n- Cross Site Scripting (including reflected and stored cross site scripting)\n \n- SQL Injection\n \n- XML Injection\n \n- Authentication, Sessions Management and Functional level access control (if any)\n \n- Forwards or Redirects in use have been validated\n \n- All app session cookies have the following attributes set: Secure and HTTPOnly\n \n\n## Encryption at rest\n\nEnsure that sensitive client data in your app is protected while at rest. \nEncryption at rest using NIST Cryptographic Mechanisms is mandatory for data repositories that hold or manage sensitive commercial or personal information. Examples may include; full-disk, container, application or database level encryption techniques. We define sensitive commercial or personal information as information which if disclosed could cause harm to the individual or organisation. Examples include:\n\n- Personal - date of birth, tax file number, address, income, biometric, credit history etc.\n \n- Commercial - financial, transactions, accounts, trade secrets etc.\n \n\n## Audit logging\n\nEnsure appropriate audit logging functionality is implemented and maintained. \nAudit logging should include both application level (access logs) and event based actions. You should consider your environment and what logging should be implemented and ensure that the logging records include the following where applicable:\n\n- Date and time of the event\n \n- Relevant user or process\n \n- Event description\n \n- Success or failure of the event\n \n- Event source e.g. application name\n \n- ICT equipment location and identification Audit logs must be retained for as long as appropriate to enable future investigation.\n \n\nIn most cases logs should be kept for a minimum of one year. Logs must be immutable and secure.\n\n## Data hosting\n\nEnsure client data is not hosted in high risk areas. Consideration needs to be given to country, legal, contractual, access, sovereignty and counter-party risks.\n\n## Security monitoring practices and breach reporting\n\nEnsure you have security monitoring practices in place to detect and manage threats. You need to be able to demonstrate that you scan your environment for threats and that you take appropriate action where you detect anomalies. Monitoring can be at the: network / infrastructure, application or transaction (data) layer. Where anomalies are detected you must report these to the DSP, providing enough information to enable further monitoring and/or preventative actio\n\n## SSO Certificates\n\nIf required, include the Amazon Root CA to your CA Certificate bundle for your application/OS.Certificates provided by Amazon Certificate Manager are verified by Amazon’s certificate authority (CA). Any browser, application, or OS that includes the Amazon Root CA 1, Starfield Services Root Certificate Authority - G2, or Starfield Class 2 Certification Authority trusts certificates provided by ACM. \nTo access CA Certs issued by Amazon, refer to the following webpage: \n[https://www.amazontrust.com/repository/](https://www.amazontrust.com/repository/)","event":[{"listen":"prerequest","script":{"id":"752373c6-dcab-4c05-89f6-2c203637e4b4","type":"text/javascript","exec":[""]}},{"listen":"test","script":{"id":"046c41a9-c752-4f61-87c9-8234c1123734","type":"text/javascript","exec":[""]}}],"_postman_id":"1f8b5874-b89d-418b-ba18-107ea1b45ef2"},{"name":"Add My Application","item":[],"id":"9776acf7-4623-436a-b3c8-feb5cdcd825f","description":"This section explains how your can register to receive access to the BGL 360 API.\n\nBefore you can use My Application, you will need a BGL Product (Simple Fund 360 or CAS 360) username and password.\n\n1. Go to the [API website (Production)](https://developer.bgl360.com.au/d/) or [API website (Staging)](https://developer.staging.bgl360.com.au/d/)and select MY APPS from the left-hand side menu. \n![](https://blog.api.bgl360.com.au/assets/images/Developer_Portal.png)\n\n2. If you are not already logged in you will need to input your BGL Username and Password. \n\nAlternatively, you can access the Developer Portal by navigating to the BGL Developer application on the App Switcher in either Simple Fund 360 or CAS 360. \n![](https://blog.api.bgl360.com.au/assets/images/app-switcher.png)\n\n## Add Application\n1. Select **Create a New App** on the App List page. \n2. Following are the details that needs to be added to create an API Application/Client.\n\n\n| Field | Description | Mandatory |\n| -------- | -------- | -------- |\n| App Name | Enter your API Application/Client Name. This will be the name which will be displayed to BGL Users when Authorizing your application. | Yes |\n| App Icon URL | Enter the URL for the image which will diaply to BGL Users. | No |\n| Redirect URLs | The URL that will be used to redirect after Authorisation. The first URL entered in the list will be used as the Default Redirect URL (which will be displayed in a different colour in the list). However, if you wish to use any other Redirect URL in the list that you have added, then you will need to provide this in the Request for Authorisation Code. At least one Redirect URL should be added to this field. You can add upto 5 Redicrect URLs. Only valid URLs can be entered into this field. We restrict localhost as it causes our API to loop back to itself. You can use IPv4 localhost address such as http://127.0.0.1:80 or a URL redirection such as https://goo.gl/vRtUkM | Yes |\n\n3. Once you have entered the necessary information, ensure you have read and agreed to the the Terms and Conditions\n4. Click Save \n![enter image description here](https://blog.api.bgl360.com.au/assets/images/app1.png)\n\n\n## Why can't I enter Local Host as a redirect URL ? \nWe restrict localhost as it causes our API to loop back to itself. You can use IPv4 localhost address such as http://127.0.0.1:80 or a URL redirection such as https://goo.gl/vRtUkM\n## Do I need to create more than one application?\nIn most cases you will oncly need one application. One application can access unlimited user accounts from unlimited firms.","event":[{"listen":"prerequest","script":{"id":"6b079048-5f2e-4482-a823-5718c6c34ae9","type":"text/javascript","exec":[""]}},{"listen":"test","script":{"id":"6ccdd948-73bc-4afc-bf93-8b2f191eaf2f","type":"text/javascript","exec":[""]}}],"_postman_id":"9776acf7-4623-436a-b3c8-feb5cdcd825f"},{"name":"Edit Application","item":[],"id":"54a9e62f-26c9-4fa3-b2e0-b232575e9748","description":"The Edit Application Details page, as displayed below, allows you to make changes to the application information you have previously entered.\n\n\n\n| Field | Description | Required |\n| --- | --- | --- |\n| App Name | The API Application/Client Name. This will be displayed to BGL Users. | Yes |\n| App Icon URL | The Logo that will be displayed in the Authorization Page. Enter a valid url that points to the Organization Logo. | No |\n| Client Id | This is a read-only field, displaying the unique Client Id. Select the copy button next to this, to copy this URL to the clipboard, as shown below. | Yes |\n| Client Secret | This is a read-only field. When the Application/Client is loaded into the Edit Application screen, the Client Secret is displayed in the encrypted format. Select **Regenerate Secret** , to regenerate the Client Secret again. Once the Application/Client Secret is regenerated it will be displayed in 'Raw Format'. **This should be copied and safeguarded**. When the Application/Client Secret is regenerated, a copy button will display next to the generated. Once the Application is saved, this secret will be encrypted. BGL does not store the Raw Format and there is no way of retrieving the Raw Format. | Yes |\n| Basic Authorization Header | This displays the Basic Authorization header which should be used to obtain the access token. This is a read only field. The value displayed in this field is Base 64 encoded. This field is visible and populated only when the secret is generated. The BGL API application will not store this field. This field is not retrivable once the application is saved. You can select the copy button to copy the Basic Authorization Header to the clipboard. Please copy and safe guard this information. | Yes |\n| Redirect URLs | The URL that will be used to redirect after Authorization. The first URL entered in the list will be taken as the default redirect url (which will be displayed in a different colour in the list). However, if you wish to use any other call back url in the list that you have added, then you will need to provide this in the Request for Authorization Code. At least one Redirect URL should be added to this field. You can add up to 5 Redicrect URLs. Only valid URLs can be entered into this field. | Yes |\n\n**Scopes, Categories and Limits** \nThe following details can only be edited by the BGL API Team. Please contact [api@bglcorp.com.au](https://mailto:api@bglcorp.com.au) to have these changed. \n|Field|Details | \n|--|--| \n| Scopes | Scopes determine which endpoints your API client can access. [See scopes for further details](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) | \n|Categories | This will represent how your App Client is categorised to BGL Clients. | \n| Rate Limit (per 10 mins | [See Rate Limits](https://docs.api.bgl360.com.au/?version=latest#072a1b4c-d402-4d08-8650-2c65c70b0507)| \n| Rate Limit (per day | [See Rate Limits](https://docs.api.bgl360.com.au/?version=latest#072a1b4c-d402-4d08-8650-2c65c70b0507)|\n\nThe following can be used for initial testing. \n|Field|Details | \n|--|--| \n| Authorize URL | This is an auto generated URL that could be used to obtain the Authorization Code. This is a read-only field. Select the copy button next to this URL to copy this URL to the clipboard, as shown below. | \n| Access Token URL | This is an auto generated URL that could be used to obtain the Access Token Code. This is a read-only field. Select the copy button next to this URL to copy this URL to the clipboard, as shown below. |\n\n**Webhooks** \nSee [Webhooks Documentation](https://docs.api.bgl360.com.au/?version=latest#50356a43-6a90-4aba-af41-523d7efeff98) for further details on what is available.","event":[{"listen":"prerequest","script":{"id":"52fa2882-da92-4566-bb81-98540c733af3","type":"text/javascript","exec":[""]}},{"listen":"test","script":{"id":"1de45662-e0d4-4b49-9178-58dcf51c4217","type":"text/javascript","exec":[""]}}],"_postman_id":"54a9e62f-26c9-4fa3-b2e0-b232575e9748"},{"name":"Delete Application","item":[],"id":"d787bef7-935d-49c8-bd52-682c8b9b680c","description":"To delete the API Application(s)/Client(s):\n\n* Navigate to My Apps\n* Click on the Delete Button on the API Client (Trash Can)\n\nThis will delete the selected Application(s)/Client(s). If the deletion is successful, the Application List page will refresh to display the currently available Application(s)/Client(s).","_postman_id":"d787bef7-935d-49c8-bd52-682c8b9b680c"},{"name":"API Scopes","item":[],"id":"9ef9e817-5fba-4a36-908c-eeee71c2a357","description":"The API Scope defines what end points are accessible for a given scope. The below table illustrates the available scopes and what end points are accessible by each of them.\n\nTo change your scope, please contact [api@bglcorp.com.au](https://mailto:api@bglcorp.com.au). An API Client can have access to multiple scopes. See below for more information on multiple scopes.\n\n## Warning\n\n- To use the BGL_partner scope the user will need access to both SF360 and CAS360.\n \n- If the user only has access to one product then one of the other scopes need to be used.\n \n\n| Scope/Resource | [General Resources](https://docs.api.bgl360.com.au/?version=latest#4626b7eb-a252-44aa-b871-003d4f3aaf0c) | SF/SI Entity - [Lists](https://docs.api.bgl360.com.au/?version=latest#ac84353f-b900-4413-a0db-c7588faf211c), [General](https://docs.api.bgl360.com.au/?version=latest#528d0628-fbbb-4ad2-92ba-267b77f41fab) and [Reports](https://docs.api.bgl360.com.au/?version=latest#275f9cc9-3bf8-403d-b7ed-7b3e098726d5) | SF/SI [Entity Documents](https://docs.api.bgl360.com.au/?version=latest#8600d850-798b-46b3-b26c-01f762bbd557) | [SMSF Establishment](https://docs.api.bgl360.com.au/?version=latest#08fb5238-e13d-46db-8d13-1229b901515e) | [All CAS 360 Resources](https://docs.api.bgl360.com.au/?version=latest#4b0acc02-01c4-4c93-9aa7-cde7f8d759c7) | [AML/identity Verification](https://docs.api.bgl360.com.au/?version=latest#aafdbc5d-7439-45d3-9e7f-de25566767de) | [AML/identity Screening](https://docs.api.bgl360.com.au/#fbd06fdd-7866-41d9-9322-a9b1fda97488) |\n| --- | --- | --- | --- | --- | --- | --- | --- |\n| developer | **YES** | no | no | no | no | no | no |\n| investment | **YES** | **YES** | no | no | no | no | no |\n| audit | **YES** | **YES** | **YES** | no | no | no | no |\n| smsf_partner | **YES** | **YES** | **YES** | **YES** | no | no | no |\n| cas_incorporator | **YES** | no | no | no | **YES** | no | no |\n| bgl_partner | **YES** | **YES** | **YES** | **YES** | **YES** | no | no |\n| identity_provider | no | no | no | no | no | **YES** | no |\n| screening_provider | no | no | no | no | no | no | **YES** |\n\n## Multiple Scopes\n\nTo configure multiple scopes for an API client, ensure that all required scopes are included in both the Authorize URL and the Access Token URL, separated by a \"+\" symbol.\n\nExample: \n[https://integrations.bgl360.com.au/u/oauth/authorize?response_type=code&client_id={client_Id}&scope=cas_incorporator+smsf_partner&redirect_uri={uri}](https://integrations.bgl360.com.au/u/oauth/authorize?response_type=code&client_id=%7Bclient_Id%7D&scope=cas_incorporator+smsf_partner&redirect_uri=%7Buri%7D)","event":[{"listen":"prerequest","script":{"id":"2d91214a-e16e-4ed8-9e1a-f56f323dac4b","type":"text/javascript","exec":[""]}},{"listen":"test","script":{"id":"ebc4fea4-cafa-4d9a-815e-94b155b0844b","type":"text/javascript","exec":[""]}}],"_postman_id":"9ef9e817-5fba-4a36-908c-eeee71c2a357"},{"name":"API Rate Limits","item":[{"name":"Rate Limit Status","id":"0fd9709a-f8b6-4844-8938-e0ec5f55b1ae","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"noauth"},"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."}],"url":"{{baseUrl}}/client/rateLimitStatus","description":"Returns the current rate limits for the application. This resource does not count towards your rate limit. \nThe min-reset is in Unix time. "},"response":[{"id":"627cd903-f2ed-4b49-ac62-0bd1940448e8","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":"{{baseUrl}}/client/rateLimitStatus"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"clientName\": \"TestClient\",\n \"x-rate-10min-limit-limit\": 100,\n \"x-rate-10min-limit-remaining\": 97,\n \"x-rate-10min-limit-reset\": \"2017-10-03T06:11:01Z\",\n \"x-rate-daily-limit-limit\": \"Unlimited\",\n \"x-rate-daily-limit-remaining\": -1,\n \"x-rate-daily-limit-reset\": null\n}"}],"_postman_id":"0fd9709a-f8b6-4844-8938-e0ec5f55b1ae"}],"id":"072a1b4c-d402-4d08-8650-2c65c70b0507","description":"To prevent BGL's API from being overwhelmed and protect against DOS attacks, BGL enforce a limit on the number of requests which can either be made on a 10 min or daily basis.\n\nCurrently most applications will have a default 10 min limit set to 100 requests per 10 minutes period. If you would like this set higher please dicusss with the BGL API Team. \n\nThe returned HTTP Headers will show your Rate Limit Status. \n\n|Header Name|Description |\n|--|--|\n| X-Rate Daily Limit |This value indicates the number of requests a client can make on a given day. |\n|X-Rate-Daily-Limit-Remaining | indicates the remaining number of requests available. For every valid request made, this indicator will reduce its count by one. Zero means the available daily limit has been reached.|\n|X-Rate Limit | This value indicates the number of requests that can be made within a given time frame. |\n\n\n**Error - 429 Too Many Requests**\nIf the daily limit has been exceeded, the following error will display with status - 429 Too Many Requests.\n```\n{\n\"message\": \"Too Many Requests\",\n\"errors\": [\n\"You had too many requests today, the rate limit ceiling per day is 1000\"\n],\n\"status\": 429\n}\n```\nPlease note that any request returned with http code(status) 401 or 429 will not reduce the daily limit threshold.\n\nIf the number of requests a client makes exceeds the specified X limit, the BGL API will return an error response as follows:\n```\n{\n\"message\": \"Too Many Requests\",\n\"errors\": [\n\"You had too many requests in last 10 mins, the rate limit ceiling for every 10 mins is 100\"\n],\n\"status\": 429\n}\n```\n","event":[{"listen":"prerequest","script":{"id":"887b28fa-e322-49d1-8512-76da84d04bc2","type":"text/javascript","exec":[""]}},{"listen":"test","script":{"id":"e2f0837e-0dd6-42c8-96cd-ce45e6a64e35","type":"text/javascript","exec":[""]}}],"_postman_id":"072a1b4c-d402-4d08-8650-2c65c70b0507"},{"name":"Grant Types and Expiry","item":[],"id":"1567e41a-4683-4f69-84d4-c389b1955fd9","description":"# Grant Types\nCurrently the BGL API only supportes the [Authorization Code grant type](https://tools.ietf.org/html/rfc6749#section-1.3.1)\n\n# Expiry Times\n\n\n| Grant/Token Type | Expiration | \n| -------- | -------- | \n| Authorization Code | 10 mins | \n| Access Token | 7 Days | \n| Refresh Token | 30 days | ","_postman_id":"1567e41a-4683-4f69-84d4-c389b1955fd9"},{"name":"API Paginataion","item":[],"id":"aa2c3853-08e5-4380-a51a-4d270172c960","description":"For performance reasons, some of our APIs use offset-based paging use the `offset` and `limit/max` query parameters to paginate through items in a collection.\n\n\n## Paging\n\nTo fetch the first page of entries in a collection the API needs to be called with the **offset** set to **0** and **limit/max** field equal to the maximum value e.g **500**. \n\n GET https://api.staging.bgl360.com.au/contacts?offset=0&limit=500\n
\n\nTo fetch the next page of entries the API needs to be called with an **offset** parameter that equals the sum of the previous **offset** value and limit returned in the previous result, **previous_offset + previous_limit**.\n\n GET https://api.staging.bgl360.com.au/contacts?offset=501&limit=500\n
\n\nThe final page of items has been requested when the next **offset** value exceeds the **total** value in the response object or no entries are returned. At this point there are no more items to fetch.\n
\n\n```javascript\n\"limit\": 500,\n\"offset\": 0,\n\"total\": 698\n```\n\n","event":[{"listen":"prerequest","script":{"id":"b511d0ab-ec84-4bfa-a567-3fefc60e909f","type":"text/javascript","exec":[""]}},{"listen":"test","script":{"id":"377159ac-6716-4845-9ce5-13caae4e1d72","type":"text/javascript","exec":[""]}}],"_postman_id":"aa2c3853-08e5-4380-a51a-4d270172c960"},{"name":"Error Codes","item":[],"id":"786384a4-9a10-483d-b5ee-5583db7786cd","description":"For API response, the BGL API will use conventional HTTP response codes to indicate the success or failure of an API request. The body of reponse will ususally provide more detailed information\ne.g \n\n\n`{\n \"error\": \"unauthorized\",\n \"error_description\": \"Full authentication is required to access this resource\"\n}\n`\n\n|HTTP Code| Status Message |Description | \n|--|--|--|\n| 200 | OK | Indicates that the request has succeeded.\n| 201 | Created | Indicates that the POST request has been fulfilled and has resulted in one or more new resources being created |\n| 302 | Found | Indicates that the target resourceresides temporarily under a different URI. e.g Access Code |\n| 400 |Bad Request|Usually Caused by a missing or incorect Query Parameter |\n|401 | Unauthorized | You are not authorized or do not have permission to access the resource |\n| 403 | Forbidden | Indicates that the server understood the request but refuses to authorize it. Check Payload for more information |\n| 404 | not found | Indicates that the BGL API did not find the target resource or is not willing to disclose that one exists. |\n| 429 |Too Many Requests | You’ve exceeded your 10 min or daily rate limit. |\n| 500 |Internal Server Error | The request was unable to be processed due to an error with our servers. |\n|503 | Service Unavailable | BGL API is currently unable to handle the request due to a service outage or scheduled maintenance |","event":[{"listen":"prerequest","script":{"id":"ad2fedb0-fad3-411d-8239-2d673c132bc8","type":"text/javascript","exec":[""]}},{"listen":"test","script":{"id":"e8e1212e-f0a8-45fc-bf51-87b3e7533763","type":"text/javascript","exec":[""]}}],"_postman_id":"786384a4-9a10-483d-b5ee-5583db7786cd"},{"name":"API Status","item":[],"id":"017b2456-3f0f-4eca-b1d1-29e63b7396f3","description":"The status of the BGL API and all of BGL's online services can be found at [https://status.bgl360.com.au](https://status.bgl360.com.au)","_postman_id":"017b2456-3f0f-4eca-b1d1-29e63b7396f3"}],"id":"d733d478-ed34-4c59-ad76-49cef7ea168b","auth":{"type":"noauth"},"event":[{"listen":"prerequest","script":{"id":"b6d7cae5-06a1-4680-9129-00703171b6fd","type":"text/javascript","exec":[""]}},{"listen":"test","script":{"id":"f5980f2e-c4df-44ab-9776-a1d0c18c17c2","type":"text/javascript","exec":[""]}}],"_postman_id":"d733d478-ed34-4c59-ad76-49cef7ea168b"},{"name":"Authorization (OAuth2)","item":[{"name":"Prerequisites","item":[],"id":"0b37159b-48fc-4907-9c06-2641f189e8cd","description":"In order to consume the BGL API:\n\n**1\\. Register a BGL Application** \nYou need to register your API application with BGL first. See [Add Application](https://documenter.getpostman.com/view/1087993/SVYjVNnn?version=latest#9776acf7-4623-436a-b3c8-feb5cdcd825f)\n\nYou will either need to login using your BGL Credentials. If you do not have a BGL Account BGL can create a demo account for you.\n\nThe consuming application can be registered with BGL by using My Application section.","event":[{"listen":"prerequest","script":{"id":"fa145af8-6591-4bb0-97ea-44024994a676","type":"text/javascript","exec":[""]}},{"listen":"test","script":{"id":"d4efbca9-4945-4530-a32c-d959e9e0dca1","type":"text/javascript","exec":[""]}}],"_postman_id":"0b37159b-48fc-4907-9c06-2641f189e8cd"},{"name":"Authorization Code Grant","item":[{"name":"Obtain an Authorization Code","id":"e880a300-1dca-44d3-8369-e450113774cc","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{"state":"{{state}}","tokenName":"UAT_Vince_developer","accessTokenUrl":"{{baseUrl}}/oauth/token?scope={{scope}}","authUrl":"{{integrationsUrl}}/u/oauth/authorize","scope":"{{scope}}","clientSecret":"{{client_secret}}","clientId":"{{client_id}}","useBrowser":true,"redirect_uri":"https://app.getpostman.com/oauth2/callback ","addTokenTo":"header"}},"method":"POST","header":[],"url":{"raw":"{{baseUrl}}/oauth/authorize?response_type=code&state={{state}}&client_id={{client_id}}&scope={{scope}}&redirect_uri={{redirect_uri}}","host":["{{baseUrl}}"],"path":["oauth","authorize"],"query":[{"key":"response_type","value":"code","description":"[**REQUIRED**] the value of this should always be: code"},{"key":"state","value":"{{state}}","description":"[*Optional*] An opaque value, used for security purposes. If this request parameter is set in the request, then it is returned to the application as part of the redirect_uri."},{"key":"client_id","value":"{{client_id}}","description":"[**REQUIRED**]"},{"key":"scope","value":"{{scope}}","description":"[**REQUIRED**] Must be scope registered to your application. "},{"key":"redirect_uri","value":"{{redirect_uri}}","description":"[**REQUIRED**] Must be a URL registred to you application. A successful response from this endpoint results in a redirect to this URL."}]},"description":"The authorization code is a temporary code that the client will exchange for an access token. The code itself is obtained from the authorization server where the user gets a chance to see what the information the client is requesting, and approve or deny the request."},"response":[{"id":"c2d98770-d1a0-4606-98fa-65374bab60eb","name":"Obtain an Authorization Code","originalRequest":{"method":"GET","header":[],"url":{"raw":"{{baseUrl}}/u/oauth/authorize?response_type=code&client_id=0ce526e5-1475-4eda-b272-2c9f76f25171&scope=developer&redirect_uri=https://app.getpostman.com/oauth2/callback","host":["{{baseUrl}}"],"path":["u","oauth","authorize"],"query":[{"key":"response_type","value":"code","description":"[**REQUIRED**] the value of this should always be: authorization_code"},{"key":"state","value":"{{state}}","description":"[*Optional*] An opaque value, used for security purposes. If this request parameter is set in the request, then it is returned to the application as part of the redirect_uri.","disabled":true},{"key":"client_id","value":"0ce526e5-1475-4eda-b272-2c9f76f25171"},{"key":"scope","value":"developer"},{"key":"redirect_uri","value":"https://app.getpostman.com/oauth2/callback"}]}},"code":302,"_postman_previewlanguage":"html","header":[{"key":"location","value":"https://api.staging.bgl360.com.au/login/auth","description":"","type":"text"}],"cookie":[],"responseTime":null,"body":""}],"_postman_id":"e880a300-1dca-44d3-8369-e450113774cc"}],"id":"c9677878-b304-42c1-be0f-dea86196d142","description":"The authorization code is a temporary code that the client will exchange for an access token. The code itself is obtained from the authorization server where the user gets a chance to see what the information the client is requesting, and approve or deny the request. The Access Token's purpose is to inform the API that the bearer of the token has been authorized to access the API and perform a predetermined set of actions (which is specified by the scopes granted).\n\n## Step 1. Initiate request\n\nYour app/website initiates the flow by directing the user to the **Authorize URL** . The URL can put inserted into an `` tag or attached to a button.\nExample:\n```javascript\n\n Connect Your BGL Account\n```\n \n Connect Your BGL Account\n\n## Step 2. The user approves the request\n\nUpon being directed to the BGL auth server, the user sees the authorization request shown in the illustration below. \n\n**2.1 Login page**\n\nIf the user has not logged in to any BGL system prior to requesting an Authorization Code, the user will be redirected to the BGL Login Page. The user needs to input a username and password and select Sign In.\n\n![](https://blog.api.bgl360.com.au/assets/images/login.png)\n\n**2.2 Authorization Page**\nThe Authorization Page will show what access you will have to their accounts. \n\nIf the user has not previously accepted the application's permission request, the grant has expired or been manually revoked by the user, the system will be redirected to the API's authorisation screen as displayed below.\n\n![](https://blog.api.bgl360.com.au/assets/images/authpage.png)\n\n*Switch Firm*\nIf the user has acceess to multiple Firms (Businesses), this screen also allows you to switch firm if required by clicking on the Switch Firm button. You will be redirected to the Please choose a firm page where you can select a different firm from the drop-down list.\n\n**Choose Firm**\n\nIf access has already been granted to entities(s) for the selected firm, the number of entities will be displayed on-screen. If you are performing Authorisation for the first time the count displays the total number of entity available for the given firm. Please see Entity Selection on changing the accessible entities.\n\n\n## Step 3. API redirects the user back to your app/website.\n\nThe service sends a redirect header redirecting the user’s browser back to the app that made the request. The redirect will include a “code” in the URL (and the original “state” if used).\n\n https://exampleapp.com/bglcallback?code=Yzk5ZDczMzRlNDEwY&state=5ca75bd30\n\n## Step 4. You exchange the auth code for an access token\n\nThe app uses the auth code to get an access token by making a POST request to the authorization server. You will need to pass Basic Authorization header for authorization.\n\n curl -i -X POST \\\n -H \"Accept:application/json\" \\\n 'https://api.staging.bgl360.com.au/oauth/token?grant_type=authorization_code&code=xxxxxx&scope=audit&redirect_uri=https%3A%2F%2Fexampleapp.com%2Fbglcallback'\n\n The authorization server will validate the request and respond with an access token and optional refresh token if the access token will expire.\n\nResponse:\n\n { access_token: \"df2f0e40-606f-4311-8066-590732fd126b\" token_type: \"bearer\" refresh_token: \"c50a429f-9a6d-449d-8d82-4899998fe27b\" expires_in: 581977 scope: “audit” }","event":[{"listen":"prerequest","script":{"id":"b9e4f12c-9250-485c-b9de-a838d4bd67f9","type":"text/javascript","exec":[""]}},{"listen":"test","script":{"id":"8edb623c-97c6-4b0d-9992-60a04e691358","type":"text/javascript","exec":[""]}}],"_postman_id":"c9677878-b304-42c1-be0f-dea86196d142"},{"name":"Access Token","item":[{"name":"Obtain an Access Token","id":"0f01acc6-6c85-4cf6-86a1-97fc3366e316","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"noauth"},"method":"POST","header":[{"key":"Authorization","value":"Basic {{base64(client_id:client_secret)}}","type":"text"}],"url":{"raw":"{{baseUrl}}/oauth/token?grant_type=authorization_code&code={{code}}&scope={{scope}}&redirect_uri={{redirect_uri}}","host":["{{baseUrl}}"],"path":["oauth","token"],"query":[{"key":"grant_type","value":"authorization_code","description":"[**REQUIRED**] the value of this should always be: authorization_code for initial authorization\nto refresh the token, the value of this should always be: refresh_token"},{"key":"code","value":"{{code}}","description":"[**REQUIRED**] The Authorization Code obtained from the BGL API. This is not required to Refresh an Access Token "},{"key":"scope","value":"{{scope}}","description":"[**REQUIRED**] Must be a scope registred to your application. Currently available scopes are listed in the API Scopes."},{"key":"redirect_uri","value":"{{redirect_uri}}","description":"[**REQUIRED**] The URI that will be used to redirect after authorisation. This value must match one of the defined OAuth 2.0 Redirect URLs in your application configuration. See Obtaining BGL API Credentials on how to set redirect uri."}]},"description":"Once the client application has the Authorization code, then the client application can obtain an Access Token. The Access Token will contain vital information that is required to access the BGL API."},"response":[{"id":"efcd2ef8-6eb2-4da9-bd80-88e5545a69eb","name":"200 - Obtain an Access Token","originalRequest":{"method":"POST","header":[{"key":"Authorization","value":"Basic {{base64(client_id:client_secret)}}","description":"Base64 encoded Basic Authentication Header","type":"text"},{"key":"","value":"","type":"text","disabled":true}],"url":{"raw":"https://api.staging.bgl360.com.au/oauth/token?grant_type=authorization_code&scope=auditor&redirect_uri=www.yourwebsite.com.au/bgl&code=25fhh6j6","protocol":"https","host":["api","staging","bgl360","com","au"],"path":["oauth","token"],"query":[{"key":"grant_type","value":"authorization_code"},{"key":"scope","value":"auditor"},{"key":"redirect_uri","value":"www.yourwebsite.com.au/bgl"},{"key":"code","value":"25fhh6j6"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json","description":"","type":"text"}],"cookie":[],"responseTime":null,"body":"{\n \"access_token\": \"ffae26ab-51fe-48be-8a91-58c69699e8a8\",\n \"token_type\": \"bearer\",\n \"refresh_token\": \"025e1bc2-4ff3-4379-be9d-d559a7583c8f\",\n \"expires_in\": 604798,\n \"scope\": \"bgl_partner\",\n \"access_token_expires_at\": 1730153404,\n \"refresh_token_expires_at\": 1732140604,\n \"bgl_firm_id\": \"27de42a4-d72a-11ec-b5de-0050569a5c83\",\n \"username\": \"bwilkinson@bglcorp.com.au\",\n \"is_new_token\": true\n}"}],"_postman_id":"0f01acc6-6c85-4cf6-86a1-97fc3366e316"}],"id":"fcf6f95d-158e-42b2-a913-2f69f31aba8a","description":"Your application receives an access token after a user successfully authenticates and authorizes access.\nThe access token will contain the following data: \n\n| Key |Type | Description |\n|--|--|--|\n|access_token | String | Your application passes the access token as a credential when it calls the target endpoint. | \n|token_type | String | usually equal to \"bearer\" | \n|refresh_token | String | A refresh token is a special kind of token used to obtain a renewed access token. Applications must store refresh tokens securely because they essentially allow a user to remain authenticated forever. | \n| expires_in | Number | Number of seconds until Access Token expires. |\n| scope | String | The scope determines what endpoints are accessible. |\n| access_token_expires_at | Number | UNIX time when access token will expire |\n| refresh_token_expires_at | Number |UNIX time when refresh token will expire |\n| bgl_firm_id | String |UUID for BGL Licence Owner (firm) |\n| username | String | email address of user who authorized the token |","event":[{"listen":"prerequest","script":{"id":"db87ad2f-c20e-4e2e-a41c-04e954414c41","type":"text/javascript","exec":[""]}},{"listen":"test","script":{"id":"ca302cf4-cfa8-4d2f-bd28-a51551d26548","type":"text/javascript","exec":[""]}}],"_postman_id":"fcf6f95d-158e-42b2-a913-2f69f31aba8a"},{"name":"Refresh Token","item":[{"name":"Refresh an Access Token","id":"df2059a8-ff31-408b-ac34-be48fcf8f915","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"noauth"},"method":"POST","header":[{"key":"Authorization","type":"text","value":"Basic {{base64(client_id:client_secret)}}"}],"url":{"raw":"{{baseUrl}}/oauth/token?grant_type=refresh_token&scope={{scope}}&refresh_token={{refresh_token}}","host":["{{baseUrl}}"],"path":["oauth","token"],"query":[{"key":"grant_type","value":"refresh_token","description":"[**REQUIRED**] to refresh the token, the value of this should always be: refresh_token"},{"key":"scope","value":"{{scope}}","description":"[**REQUIRED**] A URL-encoded, space-delimited list of member permissions your application is requesting on behalf of the user. Currently available scopes are listed in the API Scopes."},{"key":"redirect_uri","value":"{{redirect_uri}}","description":"[**NOT REQUIRED**] The URI that will be used to redirect after authorisation. This value must match one of the defined OAuth 2.0 Redirect URLs in your application configuration. See Obtaining BGL API Credentials on how to set redirect uri.","disabled":true},{"key":"refresh_token","value":"{{refresh_token}}","description":"[**REQUIRED**] Refresh Token obtained previously. This field is mandatory if grant_type = refresh_token"}]},"description":"A refresh token allows an application to obtain a new access token without prompting the user."},"response":[{"id":"1b5ed684-49eb-4ed3-adbd-df7407ce1f0f","name":"200 - Refresh an Access Token","originalRequest":{"method":"POST","header":[],"url":{"raw":"https://api.staging.bgl360.com.au/oauth/token?grant_type=refresh_token&scope=auditor&redirect_uri=www.yourwebsite.com.au/bgl&refresh_token={{vault:authorization-secret---uuid}}","protocol":"https","host":["api","staging","bgl360","com","au"],"path":["oauth","token"],"query":[{"key":"grant_type","value":"refresh_token","description":"the value of this should always be: authorization_code for initial authorization\nto refresh the token, the value of this should always be: refresh_token"},{"key":"scope","value":"auditor","description":"The URI that will be used to redirect after authorisation. This value must match one of the defined OAuth 2.0 Redirect URLs in your application configuration, as described in the Oauth2 Documentation. See Obtaining BGL API Credentials on how to set redirect uri."},{"key":"redirect_uri","value":"www.yourwebsite.com.au/bgl","description":"Refresh Token obtained previously. This field is mandatory if grant_type = refresh_token"},{"key":"refresh_token","value":"{{vault:authorization-secret---uuid}}"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Cache-Control","value":"no-store"},{"key":"Content-Encoding","value":"gzip"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Date","value":"Fri, 26 Jul 2019 04:45:42 GMT"},{"key":"Pragma","value":"no-cache"},{"key":"Server","value":"nginx"},{"key":"Vary","value":"Accept-Encoding"},{"key":"WWW-Authenticate","value":"Bearer realm=\"oauth\", error=\"invalid_token\", error_description=\"Invalid access token: f62aed08-8ef8-429f-b0f5-b418c238de4f\""},{"key":"Content-Length","value":"116"},{"key":"Connection","value":"keep-alive"}],"cookie":[],"responseTime":null,"body":"{ access_token: \"df2f0e40-606f-4311-8066-590732fd126b\" token_type: \"bearer\" refresh_token: \"c50a429f-9a6d-449d-8d82-4817798fe27b\" expires_in: 581977 scope: “audit” }\n"}],"_postman_id":"df2059a8-ff31-408b-ac34-be48fcf8f915"}],"id":"9d36b7ba-609d-418b-8664-d34a462d6100","description":"The Refresh Token grant type is used by API clients to exchange a refresh token for an access token when the access token has expired or about to expire. This allows clients to continue to have a valid access token without further interaction with the user.\n\nThe grant_type parameter must be set to “refresh_token”.\n\nBGL checks whether the refresh token is valid, and has not expired.\nIf everything checks out, the service can generate an access token and issue a new refresh token in the response. ","_postman_id":"9d36b7ba-609d-418b-8664-d34a462d6100"}],"id":"f7221efd-d6bf-4475-a5c5-e68cd905eacf","description":"**What is Oauth 2.0?**\n\nOAuth 2.0 is the industry standard developed by IETF for providing client applications with “secure delegated access”.\n\nIf you are new to using OAuth 2.0 please see [BGL's OAuth2 Guide](https://blog.api.bgl360.com.au/oauth2-guide/). This includes a step by step process of how to test using Postman.","event":[{"listen":"prerequest","script":{"id":"cc5c0f41-d837-46e6-8cd5-ea72f1e10eff","type":"text/javascript","exec":[""]}},{"listen":"test","script":{"id":"2f8f2d59-d17a-46a5-a52e-13e08775b732","type":"text/javascript","exec":[""]}}],"_postman_id":"f7221efd-d6bf-4475-a5c5-e68cd905eacf"},{"name":"General Resources","item":[{"name":"Account Details","id":"8195b5d6-e6d1-4f1d-a695-d7ad41d5ea8a","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"GET","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/account/detail?format={{format}}","host":["{{baseUrl}}"],"path":["account","detail"],"query":[{"key":"format","value":"{{format}}","description":"**OPTIONAL** | String | Will return data in json or xml. Is optional and if not supplied data will be returned in json."}]},"description":"Allows you to retrieve the Account Details for the BGL Licence Owner (generally business or firm). \n\n**Best Practice** - We recommend storing the bglAccountId when a user connects to your application. This helps identify if multiple users belong to the same organisation. \n\n| Key |Type | Desacription |\n|--|--|--|\n|address1 | String | Address Line 1 BGL Licence Owner | \n|address2 | String | Address Line 2 BGL Licence Owner | \n|address3 | String | Town/ Suburb for BGL Licence Owner | \n|contact | String | Main Contact for BGL Licence Owner | |\n|country |String | Country for BGL Licence Owner\n|currency | String | Currency for BGL Licence Owner\n|email | String | Main email for BGL Licence Owner. This could be different for Token Owner |\n|name | String |Name of the Business/Firm which owns the BGL Licence |\n| postCode |String | Post Code for BGL Licence Owner | \n| state |String | Address State for BGL Licence Owner | \n| telephone |String | Town/ Suburb for BGL Licence Owner | \n| bglAccountId |String | UUID for BGL Licence Owner |"},"response":[{"id":"ab1510eb-95e5-47eb-af61-798d64a6eaee","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/account/detail","host":["{{baseUrl}}"],"path":["account","detail"],"query":[{"key":"format","value":"","disabled":true}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"Account\": {\n \"address1\": \"606 Hawthorn Road\",\n \"address2\": null,\n \"address3\": \"Brighton East\",\n \"contact\": \"Jeevan Tokhi \",\n \"country\": \"Australia\",\n \"currency\": \"AU\",\n \"email\": \"api@bglcorp.com.au\",\n \"mobile\": \"\",\n \"name\": \"ABC Accountants Pty Ltd \",\n \"postCode\": \"3187\",\n \"state\": \"Vic\",\n \"telephone\": \"\",\n \"bglAccountId\": \"d2a4592e-aa01-11ea-9265-005056a00492\"\n }\n}"}],"_postman_id":"8195b5d6-e6d1-4f1d-a695-d7ad41d5ea8a"},{"name":"User Details","id":"df174699-32fd-4133-95d7-44dc01c4bc62","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{"addTokenTo":"header"}},"method":"GET","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/user/detail?format={{format}}","host":["{{baseUrl}}"],"path":["user","detail"],"query":[{"key":"format","value":"{{format}}","description":"**OPTIONAL** | String | Will return data in json or xml. Is optional and if not supplied data will be returned in json."}]},"description":"Allows you to retrieve the details of a user who has authorized the token. \n\n### Response\n\n| Key |Type | Desacription |\n|--|--|--|\n|username | String | Email Address of User | \n|firstName | String | First Name of User | \n|lastName | String | First Name of User | \n| firm | String | BGL Short Code for Firm/BGL Licence |"},"response":[{"id":"75eb2bc2-4c43-482b-b13d-b5eb4d2e9f3a","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/user/detail","host":["{{baseUrl}}"],"path":["user","detail"],"query":[{"key":"format","value":"","disabled":true}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n\"userDetail\":{\n\"username\": \"info@bglcorp.com.au\",\n\"firstName\": \"John\",\n\"lastName\": \"Smith\",\n\"firm\": \"abcaccountants\"\n}\n}"}],"_postman_id":"df174699-32fd-4133-95d7-44dc01c4bc62"},{"name":"Rate Limit Status","id":"c5416dba-9813-4d95-9255-af1f4df75773","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"GET","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"}],"url":"{{baseUrl}}/client/rateLimitStatus","description":"Returns the current rate limits for the application. This resource does not count towards your rate limit. \nThe min-reset is in Unix time. "},"response":[{"id":"0fed39cb-49f0-46c2-b666-794e79f35d37","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":"{{baseUrl}}/client/rateLimitStatus"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"clientName\": \"TestClient\",\n \"x-rate-10min-limit-limit\": 100,\n \"x-rate-10min-limit-remaining\": 97,\n \"x-rate-10min-limit-reset\": \"2017-10-03T06:11:01Z\",\n \"x-rate-daily-limit-limit\": \"Unlimited\",\n \"x-rate-daily-limit-remaining\": -1,\n \"x-rate-daily-limit-reset\": null\n}"}],"_postman_id":"c5416dba-9813-4d95-9255-af1f4df75773"}],"id":"4626b7eb-a252-44aa-b871-003d4f3aaf0c","description":"This section will resources which are used by both CAS 360 and Simple Fund 360","_postman_id":"4626b7eb-a252-44aa-b871-003d4f3aaf0c"},{"name":"Simple Fund 360 & Simple Invest 360 Resources","item":[{"name":"Entity/Fund Lists","item":[{"name":"Entity List","event":[{"listen":"test","script":{"id":"ca52af86-27ad-4b0f-a8ee-53da8696ee79","exec":["var template = `"," "," "," "," "," "," "," "," "," "," {{#each response.data.funds}}"," "," "," "," "," {{/each}}","
fundIDFund NameABN
{{fundID}}{{fundName}}
","`;","","pm.visualizer.set(template, {"," response: pm.response.json()","});"],"type":"text/javascript"}}],"id":"f03eca1f-8daf-4eed-8752-465057169c21","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"noauth"},"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."}],"url":"{{baseUrl}}/fund/list","description":"Allows you to retrieve a list of entities (SMSFs/ Trusts/ Companies/ Individuals) owned by the resource owner (BGL User), which also returns the fundId, which can be used for subsequent API requests.\n\n### API Scopes\n\nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n\n- investment\n \n- audit\n \n- smsf_partner\n \n\n### Response\n\n| Key | Data Type | Comments |\n| --- | --- | --- |\n| FundID | String | Unique ID for entity across all of SF360 |\n| fundCode | String | Code issued to the entity by the account owner |\n| fundName | String | The name of the entity |\n| entityType | String | The type of entity. This will be one of the following. (SMSF/ BillableTrust/ BillableCompany/ BillableIndividual) |\n| code | String | Code issued to entity by the account owner in SF360 |\n| sfcode | String | Code issued to the entity by the account owner in SF Desktop |\n| ABN | number | ABN of the entity if entered in SF360 |\n| firmName | String | The name of the SF360 Account owner (Business Name) |\n| firm | String | Short Code issued to identify the SF360 Account Owner |\n| fundEmail | String | Email address for the entity |"},"response":[{"id":"e0bd0d6a-0b15-413f-a536-a8dccec300f9","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/fund/list","host":["{{baseUrl}}"],"path":["fund","list"],"query":[{"key":"format","value":"","disabled":true}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"funds\": [\n {\n \"fundID\": \"8a9c9e744ebc893a014ebd429dea000c\",\n \"fundCode\": \"THEMOTIV0737\",\n \"fundName\": \"The Motivated Super Fund\",\n \"code\": \"THEMOTIV0737\",\n \"sfCode\": null,\n \"ABN\": \"32087112105\",\n \"firmName\": \"McSmith Accountants\",\n \"firm\": \"mcsmith\",\n \"fundEmail\": \"TheMotivatedSuperFund@bglnotes.com.au\"\n },\n {\n \"fundID\": \"8a9c9e93532a7b2f01532b4b7c8500b8\",\n \"fundCode\": \"THEINTER0032\",\n \"fundName\": \"The International Super Fund\",\n \"code\": \"THEINTER0032\",\n \"sfCode\": null,\n \"ABN\": \"\",\n \"firmName\": \"McSmith Accountants\",\n \"firm\": \"mcsmith\",\n \"fundEmail\": null\n },\n {\n \"fundID\": \"8a9c9ed35182fe7e01518426e7ef0016\",\n \"fundCode\": \"THEGRIFF0444\",\n \"fundName\": \"The Griffin Family Super Fund\",\n \"code\": \"THEGRIFF0444\",\n \"sfCode\": null,\n \"ABN\": \"12004045440\",\n \"firmName\": \"McSmith Accountants\",\n \"firm\": \"mcsmith\",\n \"fundEmail\": null\n }\n ]\n}"}],"_postman_id":"f03eca1f-8daf-4eed-8752-465057169c21"},{"name":"Entity List with Members","id":"fdb73f97-3769-46d1-ac8b-4f0a5d2ffef4","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","type":"text"}],"url":{"raw":"{{baseUrl}}/fund/listWithMembers?offset={{offset}}&max={{max}}","host":["{{baseUrl}}"],"path":["fund","listWithMembers"],"query":[{"key":"offset","value":"{{offset}}","description":"'OPTIONAL' | 'Number' |The offset from the first result to return from. The default value is 0."},{"key":"max","value":"{{max}}","description":"'OPTIONAL' | 'Number' |The max number of data will be returned. The default value and system max value is 50."}]},"description":"Allows you to retrieve a list of entities owned by the resource owner (BGL User), which also returns the fund id, which can be used for subsequent API requests.\n\n### API Scopes\n\nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n\n- investment\n- audit\n- smsf_partner\n \n\n[Refer to API Pagination](https://docs.api.bgl360.com.au/?version=latest#aa2c3853-08e5-4380-a51a-4d270172c960) for an explanation on using offset and limit parameters.\n\n### Response\n\n| Key | Data Type | Comments |\n| --- | --- | --- |\n| fundID | String | Unique ID for entity across all of SF360 |\n| fundCode | String | Code issued to the entity by the account owner |\n| fundName | String | The name of the entity |\n| entityType | String | The type of entity. This will be one of the following. (SMSF/ BillableTrust/ BillableCompany/ BillableIndividual) |\n| code | String | Code issued to the entity by the account owner in SF360 |\n| sfcode | String | Code issued to the fuentitynd by the account owner in SF Desktop |\n| ABN | number | ABN of the entity if entered in SF360 |\n| firmName | String | The name of the SF360 Account owner (Business Name) |\n| firm | String | Short Code issued to identify the SF360 Account Owner |\n| fundEmail | String | Email address for the entity |\n| members | Object | Object of Member Details |"},"response":[{"id":"c0712527-61cf-4649-89e4-51b0f7edb001","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/fund/listWithMembers","host":["{{baseUrl}}"],"path":["fund","listWithMembers"],"query":[{"key":"format","value":"","description":"Will return data in json or xml. Is optional and if not supplied data will be returned in json.","disabled":true},{"key":"max","value":"","description":"The max number of data will be returned. The default value is 50.","disabled":true},{"key":"offset","value":"","description":"The offset from the first result to return from. The default value is 0.","disabled":true}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"funds\": [\n {\n \"fundID\": \"8a9c9e744ebc893a014ebd429dea000c\",\n \"fundCode\": \"THEMOTIV0737\",\n \"fundName\": \"The Motivated Super Fund\",\n \"code\": \"THEMOTIV0737\",\n \"sfCode\": null,\n \"ABN\": \"32087112105\",\n \"firmName\": \"McSmith Accountants\",\n \"firm\": \"mcsmith\",\n \"fundEmail\": \"TheMotivatedSuperFund@bglnotes.com.au\",\n\t\t\t\t\t\t\"members\": [\n {\n \"memberRefKey\": \"MZGUqVmfz6A=\",\n \"firstName\": \"Homer\",\n \"lastName\": \"Simpson\",\n \"title\": \"Mr\",\n \"dob\": \"1950-01-01\",\n \"address\": {\n \"streetLine1\": \"742 Everegreen Terrace\",\n \"streetLine2\": \"\",\n \"city\": \"Springfield\",\n \"state\": \"VICTORIA\",\n \"country\": \"AU\",\n \"postCode\": \"3000\"\n },\n \"email\": null,\n \"gender\": \"Male\"\n },\n {\n \"memberRefKey\": \"AOs6Ajm6aq4=\",\n \"firstName\": \"Marge\",\n \"lastName\": \"Simpson\",\n \"title\": \"Mrs\",\n \"dob\": \"1957-07-01\",\n \"address\": {\n \"streetLine1\": \"742 Everegreen Terrace\",\n \"streetLine2\": \"\",\n \"city\": \"Springfield\",\n \"state\": \"VICTORIA\",\n \"country\": \"AU\",\n \"postCode\": \"3000\"\n },\n \"email\": null,\n \"gender\": \"Female\"\n }\n ]\n },\n {\n \"fundID\": \"8a9c9e93532a7b2f01532b4b7c8500b8\",\n \"fundCode\": \"THEINTER0032\",\n \"fundName\": \"The International Super Fund\",\n \"code\": \"THEINTER0032\",\n \"sfCode\": null,\n \"ABN\": \"\",\n \"firmName\": \"McSmith Accountants\",\n \"firm\": \"mcsmith\",\n \"fundEmail\": null\n },\n {\n \"fundID\": \"8a9c9ed35182fe7e01518426e7ef0016\",\n \"fundCode\": \"THEGRIFF0444\",\n \"fundName\": \"The Griffin Family Super Fund\",\n \"code\": \"THEGRIFF0444\",\n \"sfCode\": null,\n \"ABN\": \"12004045440\",\n \"firmName\": \"McSmith Accountants\",\n \"firm\": \"mcsmith\",\n \"fundEmail\": null,\n\t\t\t\t\t\t\"members\": [\n {\n \"memberRefKey\": \"ZSGw/COfp5c=\",\n \"firstName\": \"Homer\",\n \"lastName\": \"Simpson\",\n \"title\": \"Mr\",\n \"dob\": \"1950-01-01\",\n \"address\": {\n \"streetLine1\": \"742 Everegreen Terrace\",\n \"streetLine2\": \"\",\n \"city\": \"Springfield\",\n \"state\": \"VICTORIA\",\n \"country\": \"AU\",\n \"postCode\": \"3000\"\n },\n \"email\": null,\n \"gender\": \"Male\"\n }\n ]\n }\n \n ]\n}"}],"_postman_id":"fdb73f97-3769-46d1-ac8b-4f0a5d2ffef4"}],"id":"ac84353f-b900-4413-a0db-c7588faf211c","event":[{"listen":"prerequest","script":{"id":"46299ab6-7f2e-4e34-846a-c9667a43797c","type":"text/javascript","exec":[""]}},{"listen":"test","script":{"id":"34c7609c-d986-418e-b5fa-b4325651eb21","type":"text/javascript","exec":[""]}}],"_postman_id":"ac84353f-b900-4413-a0db-c7588faf211c"},{"name":"Entity - General","item":[{"name":"Entity Details","id":"ecad8545-e4bb-4722-9c64-ab6a619b0165","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"GET","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"}],"url":"{{baseUrl}}/sf/funds/{{fundId}}","description":"Allows you to retrieve the entity details based on a FundId\n\n### API Scopes\n\nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n\n- investment\n- audit\n- smsf_partner\n- bgl_partner\n \n\n### Entities Supported\n\nThe following entityTypes are supported\n\n- SMSF\n- BillableTrust\n- BillableCompany\n- BillableIndividual\n \n\n### Response\n\n| Key | Type | Mandatory | Description/Constraints |\n| --- | --- | --- | --- |\n| abn | number | No | ABN of the entity if entered in SF360 |\n| badgeId | Number | No | Badge id of the firm |\n| billableCompanyType | String | Yes for Companies | From List (Private, Public,LifeInsurance,RSAProvidersOtherThanLifeInsurance, PooledDevelopmentFunds,SmallCreditUnions, MediumCreditUnion, LargeCreditUnions, NotForProfit |\n| billableTrustType | String | Yes for Trusts | From List (Discretionary,Unit, Hybrid, Testamentary,Bare,Business,PrivateAncillary ) |\n| dateFormed | date | No | format yyyy-MM-dd |\n| enteringOpeningBalance | Boolean | No | True or False |\n| entityType | String | No | From list ( SMSF / Company/ Trust / Individual ) |\n| esa | String | No | Electronic Service Address for an SMSF |\n| financialYearFrom | date | No | format yyyy-MM-dd |\n| financialYearEnd | date | No | format yyyy-MM-dd |\n| fundCode | String | No | Code issued to the entity by the account owner/ auto-created by Simple Fund 360 |\n| gstregistered | string | No | true or false |\n| name | String | No | The name of the entity |\n| physicalAddress | Object | No | see Address Array below |\n| postalAddress | Object | No | see Address Array below |\n| systemStartDate | date | No | format yyyy-MM-dd |\n| taxEffectAccount | string | No | true or false |\n| trustDeedRuleClauseDeathBenefit | String | No | |\n| trustDeedLastModifiedDate | date | No | format yyyy-MM-dd |\n| trustDeedSource | String | No | |\n| tfn | number | No | TFN of the entity if entered in SF360 |\n| windUpDate | date | No | format yyyy-MM-dd |\n\n**Address Object**\n\n| Key | Type | Mandatory | Constraints/Comments |\n| --- | --- | --- | --- |\n| streetLine1 | String | Yes | |\n| streetLine2 | String | No | |\n| city | String | Yes | |\n| state | String | Yes | One of (ACT’/‘NSW’/‘VIC’/‘QLD’/‘SA’/‘WA’/‘TAS’/‘NT) |\n| postCode | String | Yes | |\n| country | String | Yes | Country code as defined in [https://en.wikipedia.org/wiki/ISO_3166-1_alpha-2](https://en.wikipedia.org/wiki/ISO_3166-1_alpha-2) |"},"response":[{"id":"d4d722e7-8dcf-45e0-b0f7-5e32a02e0c8b","name":"GET - Entity Details","originalRequest":{"method":"GET","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"}],"url":"{{baseUrl}}/sf/funds/{{fundId}}"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Fri, 04 Jun 2021 01:11:54 GMT"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Transfer-Encoding","value":"chunked"},{"key":"Connection","value":"keep-alive"},{"key":"Server","value":"nginx"},{"key":"X-Rate-Daily-Limit-Remaining","value":"-1"},{"key":"vary","value":"accept-encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"X-Content-Type-Options","value":"nosniff"},{"key":"Content-Security-Policy","value":"frame-ancestors 'self' www.sf360.com.au"},{"key":"X-Frame-Options","value":"ALLOW-FROM https://www.sf360.com.au"}],"cookie":[],"responseTime":null,"body":"{\n \"abn\": \"84111122223\",\n \"badgeId\": 1322,\n \"billableCompanyType\": null,\n \"billableTrustType\": null,\n \"dateFormed\": \"2013-07-08\",\n \"enteringOpeningBalance\": false,\n \"entityType\": \"SMSF\",\n \"esa\": \"AUSPOSTSMSF\",\n \"financialYearEnd\": \"2021-06-30\",\n \"financialYearFrom\": \"2020-07-01\",\n \"fundCode\": \"JEEVAN101832\",\n \"id\": \"000000004636a3060146372123456789\",\n \"name\": \"The Sample Super Fund\",\n \"physicalAddress\": {\n \"city\": \"Melbourne\",\n \"country\": \"AU\",\n \"postCode\": \"3000\",\n \"state\": \"VIC\",\n \"streetLine1\": \"123 Fake Street\",\n \"streetLine2\": \"\"\n },\n \"postalAddress\": {\n \"city\": \"Melbourne\",\n \"country\": \"AU\",\n \"postCode\": \"3000\",\n \"state\": \"VIC\",\n \"streetLine1\": \"123 Fake Street\",\n \"streetLine2\": \"\"\n },\n \"systemStartDate\": null,\n \"tfn\": \"******123\",\n \"trustDeedLastModifiedDate\": \"2013-07-08\",\n \"trustDeedRuleClauseDeathBenefit\": \"\",\n \"trustDeedSource\": \"Top Docs \",\n \"windUpDate\": null\n}"}],"_postman_id":"ecad8545-e4bb-4722-9c64-ab6a619b0165"},{"name":"Chart of Accounts","id":"7f29ab49-fb29-4eab-b239-e17a6af4a290","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."}],"url":{"raw":"{{baseUrl}}/fund/chartAccounts?format={{format}}&fundId={{fundId}}","host":["{{baseUrl}}"],"path":["fund","chartAccounts"],"query":[{"key":"format","value":"{{format}}","description":"Will return data in json or xml. Is optional and if not supplied data will be returned in json."},{"key":"fundId","value":"{{fundId}}","description":"The unique fund id"}]},"description":"Allows you to retrieve the Chart of Acounts based on a fundid.\n\n### API Scopes \nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n- investment\n- audit\n- smsf_partner\n\n## Entities Supported\nThe following entityTypes are supported\n- SMSF\n- BillableTrust \n- BillableCompany\n- BillableIndividual\n\nThe chart of accounts is a list of all accounts used by a entity. It is used to further define particular classes of transactions. Each account in the chart of accounts will have its own unique account code and account name.\n\nDetailed Help for the Chart of Accounts in Simple Fund 360 can be found [here](https://sf360.zendesk.com/hc/en-au/articles/360017815911). \n\nThe [Chart of Accounts](https://sf360.zendesk.com/hc/en-au/articles/360017815911) has the following ranges \n\n| Account Type | account code range | Report Type |\n| -------- | -------- | -------- | \n| Income | 20000 - 29999 | Operating Statement |\n| Expenses | 30000 - 47999 |Operating Statement |\n| Taxation/Allocation | 48000 - 49999 | Operating Statement |\n| Member Accounts | 50000 - 59999 | Balance Sheet |\n| Other Assets | 60000 - 69999 |Balance Sheet |\n| Investments | 70000 - 79999 | Balance Sheet |\n| Liabilities | 80000 - 89999 | Balance Sheet |\n| Suspense | 90000 - 99999 | Balance Sheet |\n\nRefer to [Master Chart of Accounts](https://sf360.zendesk.com/hc/en-au/articles/360017532172-Global-Chart-of-Accounts) for a detailed listing of the Chart of Accounts"},"response":[{"id":"96cda518-06c6-4ff5-a41e-bd648521fdd8","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/fund/chartAccounts?format=&fundId=","host":["{{baseUrl}}"],"path":["fund","chartAccounts"],"query":[{"key":"format","value":""},{"key":"fundId","value":""}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"chartAccounts\": [\n {\n \"code\": \"49300\",\n \"name\": \"Writeback of Deferred Tax\",\n \"subChartAccountCode\": null,\n \"accountClass\": \"Control\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Income - Member\",\n \"minCode\": 0,\n \"maxCode\": 0,\n \"name\": \"IncomeMember\"\n }\n },\n {\n \"code\": \"60100\",\n \"name\": \"Amounts owing by Other Persons\",\n \"subChartAccountCode\": null,\n \"accountClass\": \"Control\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Asset\",\n \"minCode\": 60000,\n \"maxCode\": 69999,\n \"name\": \"Asset\"\n }\n },\n {\n \"code\": \"61600\",\n \"name\": \"Contributions Receivable\",\n \"subChartAccountCode\": null,\n \"accountClass\": \"Control\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Asset\",\n \"minCode\": 60000,\n \"maxCode\": 69999,\n \"name\": \"Asset\"\n }\n },\n {\n \"code\": \"61800\",\n \"name\": \"Distributions Receivable\",\n \"subChartAccountCode\": null,\n \"accountClass\": \"Control\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Asset\",\n \"minCode\": 60000,\n \"maxCode\": 69999,\n \"name\": \"Asset\"\n }\n },\n {\n \"code\": \"62000\",\n \"name\": \"Dividends Receivable\",\n \"subChartAccountCode\": null,\n \"accountClass\": \"Control\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Asset\",\n \"minCode\": 60000,\n \"maxCode\": 69999,\n \"name\": \"Asset\"\n }\n },\n {\n \"code\": \"65000\",\n \"name\": \"Interest Receivable\",\n \"subChartAccountCode\": null,\n \"accountClass\": \"Control\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Asset\",\n \"minCode\": 60000,\n \"maxCode\": 69999,\n \"name\": \"Asset\"\n }\n },\n {\n \"code\": \"62550\",\n \"name\": \"Reinvestment Residual Account\",\n \"subChartAccountCode\": null,\n \"accountClass\": \"Control\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Asset\",\n \"minCode\": 60000,\n \"maxCode\": 69999,\n \"name\": \"Asset\"\n }\n },\n {\n \"code\": \"60400\",\n \"name\": \"Bank Accounts\",\n \"subChartAccountCode\": null,\n \"accountClass\": \"Control\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Asset - Bank\",\n \"minCode\": 60400,\n \"maxCode\": 60800,\n \"name\": \"AssetBank\"\n }\n },\n {\n \"code\": \"60800\",\n \"name\": \"Term Deposits\",\n \"subChartAccountCode\": null,\n \"accountClass\": \"Control\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Asset - Bank\",\n \"minCode\": 60400,\n \"maxCode\": 60800,\n \"name\": \"AssetBank\"\n }\n },\n {\n \"code\": \"33400\",\n \"name\": \"Depreciation\",\n \"subChartAccountCode\": null,\n \"accountClass\": \"Control\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Expense\",\n \"minCode\": 30000,\n \"maxCode\": 47999,\n \"name\": \"Expense\"\n }\n },\n {\n \"code\": \"37500\",\n \"name\": \"Investment Expenses\",\n \"subChartAccountCode\": null,\n \"accountClass\": \"Control\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Expense\",\n \"minCode\": 30000,\n \"maxCode\": 47999,\n \"name\": \"Expense\"\n }\n },\n {\n \"code\": \"41920\",\n \"name\": \"Property Expenses - Advertising\",\n \"subChartAccountCode\": null,\n \"accountClass\": \"Control\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Expense\",\n \"minCode\": 30000,\n \"maxCode\": 47999,\n \"name\": \"Expense\"\n }\n },\n {\n \"code\": \"41930\",\n \"name\": \"Property Expenses - Agents Management Fees\",\n \"subChartAccountCode\": null,\n \"accountClass\": \"Control\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Expense\",\n \"minCode\": 30000,\n \"maxCode\": 47999,\n \"name\": \"Expense\"\n }\n },\n {\n \"code\": \"41940\",\n \"name\": \"Property Expenses - Agents Commissions\",\n \"subChartAccountCode\": null,\n \"accountClass\": \"Control\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Expense\",\n \"minCode\": 30000,\n \"maxCode\": 47999,\n \"name\": \"Expense\"\n }\n },\n {\n \"code\": \"41950\",\n \"name\": \"Property Expenses - Cleaning\",\n \"subChartAccountCode\": null,\n \"accountClass\": \"Control\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Expense\",\n \"minCode\": 30000,\n \"maxCode\": 47999,\n \"name\": \"Expense\"\n }\n },\n {\n \"code\": \"41960\",\n \"name\": \"Property Expenses - Council Rates\",\n \"subChartAccountCode\": null,\n \"accountClass\": \"Control\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Expense\",\n \"minCode\": 30000,\n \"maxCode\": 47999,\n \"name\": \"Expense\"\n }\n },\n {\n \"code\": \"41970\",\n \"name\": \"Property Expenses - Garden and Lawn\",\n \"subChartAccountCode\": null,\n \"accountClass\": \"Control\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Expense\",\n \"minCode\": 30000,\n \"maxCode\": 47999,\n \"name\": \"Expense\"\n }\n },\n {\n \"code\": \"41980\",\n \"name\": \"Property Expenses - Insurance Premium\",\n \"subChartAccountCode\": null,\n \"accountClass\": \"Control\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Expense\",\n \"minCode\": 30000,\n \"maxCode\": 47999,\n \"name\": \"Expense\"\n }\n },\n {\n \"code\": \"41990\",\n \"name\": \"Property Expenses - Interest on Deposit Paid\",\n \"subChartAccountCode\": null,\n \"accountClass\": \"Control\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Expense\",\n \"minCode\": 30000,\n \"maxCode\": 47999,\n \"name\": \"Expense\"\n }\n },\n {\n \"code\": \"42000\",\n \"name\": \"Property Expenses - Interest on Late Settlement Paid\",\n \"subChartAccountCode\": null,\n \"accountClass\": \"Control\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Expense\",\n \"minCode\": 30000,\n \"maxCode\": 47999,\n \"name\": \"Expense\"\n }\n },\n {\n \"code\": \"42010\",\n \"name\": \"Property Expenses - Interest on Loans\",\n \"subChartAccountCode\": null,\n \"accountClass\": \"Control\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Expense\",\n \"minCode\": 30000,\n \"maxCode\": 47999,\n \"name\": \"Expense\"\n }\n },\n {\n \"code\": \"42020\",\n \"name\": \"Property Expenses - Land Tax\",\n \"subChartAccountCode\": null,\n \"accountClass\": \"Control\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Expense\",\n \"minCode\": 30000,\n \"maxCode\": 47999,\n \"name\": \"Expense\"\n }\n },\n {\n \"code\": \"42030\",\n \"name\": \"Property Expenses - Legal Fees\",\n \"subChartAccountCode\": null,\n \"accountClass\": \"Control\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Expense\",\n \"minCode\": 30000,\n \"maxCode\": 47999,\n \"name\": \"Expense\"\n }\n },\n {\n \"code\": \"42040\",\n \"name\": \"Property Expenses - Pest Control\",\n \"subChartAccountCode\": null,\n \"accountClass\": \"Control\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Expense\",\n \"minCode\": 30000,\n \"maxCode\": 47999,\n \"name\": \"Expense\"\n }\n },\n {\n \"code\": \"42050\",\n \"name\": \"Property Expenses - Property Capital Improvement\",\n \"subChartAccountCode\": null,\n \"accountClass\": \"Control\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Expense\",\n \"minCode\": 30000,\n \"maxCode\": 47999,\n \"name\": \"Expense\"\n }\n },\n {\n \"code\": \"42060\",\n \"name\": \"Property Expenses - Repairs Maintenance\",\n \"subChartAccountCode\": null,\n \"accountClass\": \"Control\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Expense\",\n \"minCode\": 30000,\n \"maxCode\": 47999,\n \"name\": \"Expense\"\n }\n },\n {\n \"code\": \"42070\",\n \"name\": \"Property Expenses - Settlement Agent Fees\",\n \"subChartAccountCode\": null,\n \"accountClass\": \"Control\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Expense\",\n \"minCode\": 30000,\n \"maxCode\": 47999,\n \"name\": \"Expense\"\n }\n },\n {\n \"code\": \"42080\",\n \"name\": \"Property Expenses - Stamp Duty\",\n \"subChartAccountCode\": null,\n \"accountClass\": \"Control\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Expense\",\n \"minCode\": 30000,\n \"maxCode\": 47999,\n \"name\": \"Expense\"\n }\n },\n {\n \"code\": \"42090\",\n \"name\": \"Property Expenses - Stationery, Phone and Postage\",\n \"subChartAccountCode\": null,\n \"accountClass\": \"Control\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Expense\",\n \"minCode\": 30000,\n \"maxCode\": 47999,\n \"name\": \"Expense\"\n }\n },\n {\n \"code\": \"42100\",\n \"name\": \"Property Expenses - Strata Levy Fees\",\n \"subChartAccountCode\": null,\n \"accountClass\": \"Control\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Expense\",\n \"minCode\": 30000,\n \"maxCode\": 47999,\n \"name\": \"Expense\"\n }\n },\n {\n \"code\": \"42110\",\n \"name\": \"Property Expenses - Sundry Expenses\",\n \"subChartAccountCode\": null,\n \"accountClass\": \"Control\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Expense\",\n \"minCode\": 30000,\n \"maxCode\": 47999,\n \"name\": \"Expense\"\n }\n },\n {\n \"code\": \"42120\",\n \"name\": \"Property Expenses - Title Fees\",\n \"subChartAccountCode\": null,\n \"accountClass\": \"Control\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Expense\",\n \"minCode\": 30000,\n \"maxCode\": 47999,\n \"name\": \"Expense\"\n }\n },\n {\n \"code\": \"42130\",\n \"name\": \"Property Expenses - Travel\",\n \"subChartAccountCode\": null,\n \"accountClass\": \"Control\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Expense\",\n \"minCode\": 30000,\n \"maxCode\": 47999,\n \"name\": 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\"53500\",\n \"name\": \"(No TFN Excess Contributions Tax) Doe, John - Accumulation (Accumulation)\",\n \"subChartAccountCode\": \"DOEJOH00001A\",\n \"accountClass\": \"Sub Account\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Member\",\n \"minCode\": 50000,\n \"maxCode\": 59999,\n \"name\": \"Member\"\n },\n \"memberRefKey\": \"+GP0k1lhicY=\"\n },\n {\n \"code\": \"53800\",\n \"name\": \"(Contributions Tax) Doe, John - Accumulation (Accumulation)\",\n \"subChartAccountCode\": \"DOEJOH00001A\",\n \"accountClass\": \"Sub Account\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Member\",\n \"minCode\": 50000,\n \"maxCode\": 59999,\n \"name\": \"Member\"\n },\n \"memberRefKey\": \"+GP0k1lhicY=\"\n },\n {\n \"code\": \"53900\",\n \"name\": \"(Insurance Policy Proceeds) Doe, John - Accumulation (Accumulation)\",\n \"subChartAccountCode\": \"DOEJOH00001A\",\n \"accountClass\": \"Sub Account\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Member\",\n \"minCode\": 50000,\n \"maxCode\": 59999,\n \"name\": \"Member\"\n },\n \"memberRefKey\": \"+GP0k1lhicY=\"\n },\n {\n \"code\": \"53920\",\n \"name\": \"(Life Insurance Premiums) Doe, John - Accumulation (Accumulation)\",\n \"subChartAccountCode\": \"DOEJOH00001A\",\n \"accountClass\": \"Sub Account\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Member\",\n \"minCode\": 50000,\n \"maxCode\": 59999,\n \"name\": \"Member\"\n },\n \"memberRefKey\": \"+GP0k1lhicY=\"\n },\n {\n \"code\": \"53940\",\n \"name\": \"(Income Protection Premiums) Doe, John - Accumulation (Accumulation)\",\n \"subChartAccountCode\": \"DOEJOH00001A\",\n \"accountClass\": \"Sub Account\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Member\",\n \"minCode\": 50000,\n \"maxCode\": 59999,\n \"name\": \"Member\"\n },\n \"memberRefKey\": \"+GP0k1lhicY=\"\n },\n {\n \"code\": \"53960\",\n \"name\": \"(Total and Permanent Disability Premiums) Doe, John - Accumulation (Accumulation)\",\n \"subChartAccountCode\": \"DOEJOH00001A\",\n \"accountClass\": \"Sub Account\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Member\",\n \"minCode\": 50000,\n \"maxCode\": 59999,\n \"name\": \"Member\"\n },\n \"memberRefKey\": \"+GP0k1lhicY=\"\n },\n {\n \"code\": \"53980\",\n \"name\": \"(Death Cover Premiums) Doe, John - Accumulation (Accumulation)\",\n \"subChartAccountCode\": \"DOEJOH00001A\",\n \"accountClass\": \"Sub Account\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Member\",\n \"minCode\": 50000,\n \"maxCode\": 59999,\n \"name\": \"Member\"\n },\n \"memberRefKey\": \"+GP0k1lhicY=\"\n },\n {\n \"code\": \"54000\",\n \"name\": \"(Management Fees) Doe, John - Accumulation (Accumulation)\",\n \"subChartAccountCode\": \"DOEJOH00001A\",\n \"accountClass\": \"Sub Account\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Member\",\n \"minCode\": 50000,\n \"maxCode\": 59999,\n \"name\": \"Member\"\n },\n \"memberRefKey\": \"+GP0k1lhicY=\"\n },\n {\n \"code\": \"54050\",\n \"name\": \"(Members Expenses) Doe, John - Accumulation (Accumulation)\",\n \"subChartAccountCode\": \"DOEJOH00001A\",\n \"accountClass\": \"Sub Account\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Member\",\n \"minCode\": 50000,\n \"maxCode\": 59999,\n \"name\": \"Member\"\n },\n \"memberRefKey\": \"+GP0k1lhicY=\"\n },\n {\n \"code\": \"54500\",\n \"name\": \"(Benefits Paid/Transfers Out) Doe, John - Accumulation (Accumulation)\",\n \"subChartAccountCode\": \"DOEJOH00001A\",\n \"accountClass\": \"Sub Account\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Member\",\n \"minCode\": 50000,\n \"maxCode\": 59999,\n \"name\": \"Member\"\n },\n \"memberRefKey\": \"+GP0k1lhicY=\"\n },\n {\n \"code\": \"55100\",\n \"name\": \"(Excess Contributions Tax) Doe, John - Accumulation (Accumulation)\",\n \"subChartAccountCode\": \"DOEJOH00001A\",\n \"accountClass\": \"Sub Account\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Member\",\n \"minCode\": 50000,\n \"maxCode\": 59999,\n \"name\": \"Member\"\n },\n \"memberRefKey\": \"+GP0k1lhicY=\"\n },\n {\n \"code\": \"55700\",\n \"name\": \"(Superannuation Surcharge Tax) Doe, John - Accumulation (Accumulation)\",\n \"subChartAccountCode\": \"DOEJOH00001A\",\n \"accountClass\": \"Sub Account\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Member\",\n \"minCode\": 50000,\n \"maxCode\": 59999,\n \"name\": \"Member\"\n },\n \"memberRefKey\": \"+GP0k1lhicY=\"\n },\n {\n \"code\": \"56100\",\n \"name\": \"(Internal Transfers In) Doe, John - Accumulation (Accumulation)\",\n \"subChartAccountCode\": \"DOEJOH00001A\",\n \"accountClass\": \"Sub Account\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Member\",\n \"minCode\": 50000,\n \"maxCode\": 59999,\n \"name\": \"Member\"\n },\n \"memberRefKey\": \"+GP0k1lhicY=\"\n },\n {\n \"code\": \"57100\",\n \"name\": \"(Internal Transfers Out) Doe, John - Accumulation (Accumulation)\",\n \"subChartAccountCode\": \"DOEJOH00001A\",\n \"accountClass\": \"Sub Account\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Member\",\n \"minCode\": 50000,\n \"maxCode\": 59999,\n \"name\": \"Member\"\n },\n \"memberRefKey\": \"+GP0k1lhicY=\"\n },\n {\n \"code\": \"58000\",\n \"name\": \"(Refund Excess Contributions) Doe, John - Accumulation (Accumulation)\",\n \"subChartAccountCode\": \"DOEJOH00001A\",\n \"accountClass\": \"Sub Account\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Member\",\n \"minCode\": 50000,\n \"maxCode\": 59999,\n \"name\": \"Member\"\n },\n \"memberRefKey\": \"+GP0k1lhicY=\"\n },\n {\n \"code\": \"59200\",\n \"name\": \"(Contribution Reserve) Doe, John - Accumulation (Accumulation)\",\n \"subChartAccountCode\": \"DOEJOH00001A\",\n \"accountClass\": \"Sub Account\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Income - Member\",\n \"minCode\": 0,\n \"maxCode\": 0,\n \"name\": \"IncomeMember\"\n },\n \"memberRefKey\": \"+GP0k1lhicY=\"\n },\n {\n \"code\": \"59100\",\n \"name\": \"(Anti-Detriment Reserve) Doe, John - Accumulation (Accumulation)\",\n \"subChartAccountCode\": \"DOEJOH00001A\",\n \"accountClass\": \"Sub Account\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Income - Member\",\n \"minCode\": 0,\n \"maxCode\": 0,\n \"name\": \"IncomeMember\"\n },\n \"memberRefKey\": \"+GP0k1lhicY=\"\n },\n {\n \"code\": \"59300\",\n \"name\": \"(Investment Reserve) Doe, John - Accumulation (Accumulation)\",\n \"subChartAccountCode\": \"DOEJOH00001A\",\n \"accountClass\": \"Sub Account\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Income - Member\",\n \"minCode\": 0,\n \"maxCode\": 0,\n \"name\": \"IncomeMember\"\n },\n \"memberRefKey\": \"+GP0k1lhicY=\"\n },\n {\n \"code\": \"59400\",\n \"name\": \"(Pension Reserve) Doe, John - Accumulation (Accumulation)\",\n \"subChartAccountCode\": \"DOEJOH00001A\",\n \"accountClass\": \"Sub Account\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Income - Member\",\n \"minCode\": 0,\n \"maxCode\": 0,\n \"name\": \"IncomeMember\"\n },\n \"memberRefKey\": \"+GP0k1lhicY=\"\n },\n {\n \"code\": \"59500\",\n \"name\": \"(Self-Insurance Reserve) Doe, John - Accumulation (Accumulation)\",\n \"subChartAccountCode\": \"DOEJOH00001A\",\n \"accountClass\": \"Sub Account\",\n \"securityId\": null,\n \"securityCode\": null,\n \"marketType\": null,\n \"chartAccountType\": {\n \"label\": \"Income - Member\",\n \"minCode\": 0,\n \"maxCode\": 0,\n \"name\": \"IncomeMember\"\n },\n \"memberRefKey\": \"+GP0k1lhicY=\"\n }\n ]\n}"}],"_postman_id":"7f29ab49-fb29-4eab-b239-e17a6af4a290"},{"name":"Feed Providers","id":"bf68b918-6e16-4e32-b61f-b7c8c2281d17","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"GET","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/fund/feedProviders?fundId={{fundId}}","host":["{{baseUrl}}"],"path":["fund","feedProviders"],"query":[{"key":"fundId","value":"{{fundId}}","description":"The unique fund id"}]},"description":"Allows you to retrieve od data feed providers based on a FundId. \n\n### API Scopes \nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n- investment\n- audit\n- smsf_partner\n\n## Entities Supported\nThe following entityTypes are supported\n- SMSF\n- BillableTrust \n- BillableCompany\n- BillableIndividual"},"response":[{"id":"00e78c28-dfe5-436f-8d35-ffd06c751bed","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/fund/feedProviders?&fundId=SMITH001","host":["{{baseUrl}}"],"path":["fund","feedProviders"],"query":[{"key":null,"value":null},{"key":"fundId","value":"SMITH001"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"feedProviders\": [\n {\n \"feedProviderName\": \"BT Wrap\",\n \"externalRefAccountId\": \"M999888777\",\n \"feedProviderRefKey\": \"klwWfoQQj54=\"\n },\n {\n \"feedProviderName\": \"Macquarie Equity Lever\",\n \"externalRefAccountId\": \"12345678\",\n \"feedProviderRefKey\": \"dA5635UJXYQ=\"\n }\n ]\n}"}],"_postman_id":"bf68b918-6e16-4e32-b61f-b7c8c2281d17"},{"name":"Ledger Transactions","id":"b4a85a65-6f2c-4409-90c1-72f9bf9b7ab4","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","type":"text"}],"url":{"raw":"{{baseUrl}}/sf/funds/{{fundId}}/transactions?start={{start}}&end={{end}}","host":["{{baseUrl}}"],"path":["sf","funds","{{fundId}}","transactions"],"query":[{"key":"start","value":"{{start}}","description":"**Required** | start date of Report |Expected format : yyyy-mm-dd"},{"key":"end","value":"{{end}}","description":"**Required** | End date of Report |Expected format : yyyy-mm-dd"},{"key":"modifiedSince","value":"{{modifiedSince}}","disabled":true},{"key":"modifiedBefore","value":"{{modifiedBefore}}","disabled":true}]},"description":"Get Ledger Transactions for a fundId\n\n### API Scopes\n\nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n\n- investment\n \n- audit\n \n- smsf_partner\n \n\n## Entities Supported\n\nThe following entityTypes are supported\n\n- SMSF\n \n- BillableTrust\n \n- BillableCompany\n \n- BillableIndividual\n \n\n### Query Parameters\n\n| Form Parameter | type | Mandatory | Description |\n| --- | --- | --- | --- |\n| start | date | Yes | End date of Report. Expected format : yyyy-mm-dd |\n| end | date | Yes | End date of Report. Expected format : yyyy-mm-dd |\n| modifiedSince | date | No | Expected format : yyyy-mm-ddThh:mm:ss. Example = 2019-04-05T14:30.15. Only transactions where the dateLastUpdated is after this date and time will be returned. |\n| modifiedBefore | date | No | Expected format : yyyy-mm-ddThh:mm:ss. Example = 2019-04-05T14:30.15. Only transactions where the dateLastUpdated is before this date and time will be returned. |\n\n### Response Body\n\n| Key | Datatype | Constraints/Comments |\n| --- | --- | --- |\n| accountClass | String | From list (N = \"Normal\",C = \"Control\") |\n| accounts | Array | see Below |\n| code | String | The Account Code of the Account (Normal or Control) from the Chart of Accounts |\n| name | String | The name of the Account (Normal or Control) from the Chart of Accounts |\n\n**accounts array**\n\n| Key | Datatype | Constraints/Comments |\n| --- | --- | --- |\n| accountId | string | Chart of Accounts Id account. |\n| accountType | string | Chart of Accounts sub-type of account. |\n| amountTotal | number | The total of all of transactions returned based on the query parameters for the account. |\n| entryTransactions | Array | Array of Transactions for the account. See Below. |\n| securityCode | String | For Investments, the linked Security Code. |\n| subCode | String | The Account Code of the Sub-Account from the Chart of Accounts. If AccountClass is equal to Normal then will be empty. |\n| subName | String | The name of the Sub-Account from the Chart of Accounts. If AccountClass is equal to Normal then will be empty. |\n| unitsTotal | number | The total of all of units returned based on the parameters for the account. |\n\n**entryTransactions array**\n\n| Key | Datatype | Constraints/Comments |\n| --- | --- | --- |\n| amount | number | amount of the Transaction |\n| createSource | String | How transaction was created in SF360 |\n| createdBy | String | Who transaction was created by |\n| createdTime | Date | Date and Time transaction was created |\n| description | String | Transaction Description/narration |\n| entryId | String | Unique Transaction ID |\n| lastModifiedTime | Date | Date and Time transaction was last modified. |\n| sourceType | String | Method of how transactions was created |\n| transactionDate | date | The date of the transaction |\n| transactionId | String | Linked Transaction ID |\n| transactionType | String | List From (BankStatement, GeneralJournal, SystemJournal) |\n| units | number | Units for the Transaction or Balance |"},"response":[{"id":"8eff2ba8-fcb6-469f-a462-0caa1f2c9af3","name":"200 OK","originalRequest":{"method":"GET","header":[{"key":"Authorization","type":"text","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/sf/funds/54648503515/reports/LedgerTransactions?start=2017-07-01&end=2018-06-30","host":["{{baseUrl}}"],"path":["sf","funds","54648503515","reports","LedgerTransactions"],"query":[{"key":"start","value":"2017-07-01"},{"key":"end","value":"2018-06-30"}]}},"status":"OK","code":200,"_postman_previewlanguage":"Text","header":null,"cookie":[],"responseTime":null,"body":"[\n {\n \"accountClass\": \"C\",\n \"accounts\": [\n {\n \"accountId\": 222235285624,\n \"accountType\": \"Income\",\n \"amountTotal\": -750,\n \"entryTransactions\": [\n {\n \"amount\": -250,\n \"createSource\": \"CSVBank\",\n \"createdBy\": \"jtokhi@bglcorp.com.au\",\n \"createdTime\": \"2019-05-20T00:52:13.000+0000\",\n \"description\": \"Dividend Received [System Matched Income Data]\",\n \"entryId\": 1460494,\n \"lastModifiedTime\": \"2019-05-20T00:52:13.000+0000\",\n \"sourceType\": null,\n \"transactionDate\": \"2017-10-27T00:00:00.000+0000\",\n \"transactionId\": 99974697,\n \"transactionType\": \"BankStatement\",\n \"units\": null\n },\n {\n \"amount\": -250,\n \"createSource\": \"CSVBank\",\n \"createdBy\": \"jtokhi@bglcorp.com.au\",\n \"createdTime\": \"2019-05-20T00:52:13.000+0000\",\n \"description\": \"Dividend Received [System Matched Income Data]\",\n \"entryId\": 1460498,\n \"lastModifiedTime\": \"2019-05-20T00:52:13.000+0000\",\n \"sourceType\": null,\n \"transactionDate\": \"2018-01-25T00:00:00.000+0000\",\n \"transactionId\": 99974698,\n \"transactionType\": \"BankStatement\",\n \"units\": null\n },\n {\n \"amount\": -250,\n \"createSource\": \"CSVBank\",\n \"createdBy\": \"jtokhi@bglcorp.com.au\",\n \"createdTime\": \"2019-05-20T00:52:13.000+0000\",\n \"description\": \"Dividend Received [System Matched Income Data]\",\n \"entryId\": 1460499,\n \"lastModifiedTime\": \"2019-05-20T00:52:13.000+0000\",\n \"sourceType\": null,\n \"transactionDate\": \"2018-04-27T00:00:00.000+0000\",\n \"transactionId\": 99974699,\n \"transactionType\": \"BankStatement\",\n \"units\": null\n }\n ],\n \"securityCode\": null,\n \"subCode\": \"CAM.AX\",\n \"subName\": \"Clime Capital Limited\",\n \"unitsTotal\": 0\n },\n {\n \"accountId\": 222235285630,\n \"accountType\": \"Income\",\n \"amountTotal\": -320,\n \"entryTransactions\": [\n {\n \"amount\": -320,\n \"createSource\": \"CSVBank\",\n \"createdBy\": \"jtokhi@bglcorp.com.au\",\n \"createdTime\": \"2019-05-20T00:52:13.000+0000\",\n \"description\": \"Dividend Received [System Matched Income Data]\",\n \"entryId\": 1460495,\n \"lastModifiedTime\": \"2019-05-20T00:52:13.000+0000\",\n \"sourceType\": null,\n \"transactionDate\": \"2017-12-18T00:00:00.000+0000\",\n \"transactionId\": 99974695,\n \"transactionType\": \"BankStatement\",\n \"units\": null\n }\n ],\n \"securityCode\": null,\n \"subCode\": \"ANZ.AX\",\n \"subName\": \"Australia And New Zealand Banking Group Limited\",\n \"unitsTotal\": 0\n },\n {\n \"accountId\": 222235285648,\n \"accountType\": \"Income\",\n \"amountTotal\": -2600,\n \"entryTransactions\": [\n {\n \"amount\": -2600,\n \"createSource\": \"CSVBank\",\n \"createdBy\": \"jtokhi@bglcorp.com.au\",\n \"createdTime\": \"2019-05-20T00:52:13.000+0000\",\n \"description\": \"Dividend Received [System Matched Income Data]\",\n \"entryId\": 1460500,\n \"lastModifiedTime\": \"2019-05-20T00:52:13.000+0000\",\n \"sourceType\": null,\n \"transactionDate\": \"2018-03-28T00:00:00.000+0000\",\n \"transactionId\": 99974694,\n \"transactionType\": \"BankStatement\",\n \"units\": null\n }\n ],\n \"securityCode\": null,\n \"subCode\": \"ALU.AX\",\n \"subName\": \"Altium Limited\",\n \"unitsTotal\": 0\n },\n {\n \"accountId\": 222235268510,\n \"accountType\": \"Income\",\n \"amountTotal\": -705.85,\n \"entryTransactions\": [\n {\n \"amount\": -705.85,\n \"createSource\": \"CSVBank\",\n \"createdBy\": \"jtokhi@bglcorp.com.au\",\n \"createdTime\": \"2019-05-20T00:52:13.000+0000\",\n \"description\": \"Dividend Received [System Matched Income Data]\",\n \"entryId\": 1460496,\n \"lastModifiedTime\": \"2019-05-20T00:52:13.000+0000\",\n \"sourceType\": null,\n \"transactionDate\": \"2018-03-27T00:00:00.000+0000\",\n \"transactionId\": 99974696,\n \"transactionType\": \"BankStatement\",\n \"units\": null\n }\n ],\n \"securityCode\": null,\n \"subCode\": \"BHP.AX\",\n \"subName\": \"Bhp Billiton Limited - Ordinary Fully Paid\",\n \"unitsTotal\": 0\n },\n {\n \"accountId\": 222235285636,\n \"accountType\": \"Income\",\n \"amountTotal\": -20500,\n \"entryTransactions\": [\n {\n \"amount\": -20500,\n \"createSource\": \"CSVBank\",\n \"createdBy\": \"jtokhi@bglcorp.com.au\",\n \"createdTime\": \"2019-05-20T00:52:13.000+0000\",\n \"description\": \"Dividend Received [System Matched Income Data]\",\n \"entryId\": 1460497,\n \"lastModifiedTime\": \"2019-05-20T00:52:13.000+0000\",\n 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\"units\": null\n },\n {\n \"amount\": 320,\n \"createSource\": \"CSVBank\",\n \"createdBy\": \"jtokhi@bglcorp.com.au\",\n \"createdTime\": \"2019-05-20T00:52:13.000+0000\",\n \"description\": \"Dividend Received [System Matched Income Data]\",\n \"entryId\": 23190400,\n \"lastModifiedTime\": \"2019-05-20T00:52:13.000+0000\",\n \"sourceType\": null,\n \"transactionDate\": \"2017-12-18T00:00:00.000+0000\",\n \"transactionId\": 99974695,\n \"transactionType\": \"BankStatement\",\n \"units\": null\n },\n {\n \"amount\": 1333.33,\n \"createSource\": \"CSVBank\",\n \"createdBy\": \"jtokhi@bglcorp.com.au\",\n \"createdTime\": \"2019-05-20T00:52:13.000+0000\",\n \"description\": \"Interest Received\",\n \"entryId\": 23191683,\n \"lastModifiedTime\": \"2019-05-20T00:52:13.000+0000\",\n \"sourceType\": null,\n \"transactionDate\": \"2017-12-20T00:00:00.000+0000\",\n \"transactionId\": 99974706,\n \"transactionType\": \"BankStatement\",\n \"units\": null\n },\n {\n \"amount\": -40000,\n \"createSource\": \"CSVBank\",\n \"createdBy\": \"jtokhi@bglcorp.com.au\",\n \"createdTime\": \"2019-05-20T00:52:13.000+0000\",\n \"description\": \"COMMSEC [BUY 20000 ALU] [BUY 20000 A2M] [SELL 400 ANZ]\",\n \"entryId\": 23190333,\n \"lastModifiedTime\": \"2019-05-20T00:52:13.000+0000\",\n \"sourceType\": null,\n \"transactionDate\": \"2018-01-15T00:00:00.000+0000\",\n \"transactionId\": 99974693,\n \"transactionType\": \"BankStatement\",\n \"units\": null\n },\n {\n \"amount\": -25000,\n \"createSource\": \"CSVBank\",\n \"createdBy\": \"jtokhi@bglcorp.com.au\",\n \"createdTime\": \"2019-05-20T00:52:13.000+0000\",\n \"description\": \"COMMSEC [BUY 20000 ALU] [BUY 20000 A2M] [SELL 400 ANZ]\",\n \"entryId\": 23190335,\n \"lastModifiedTime\": \"2019-05-20T00:52:13.000+0000\",\n \"sourceType\": null,\n \"transactionDate\": \"2018-01-15T00:00:00.000+0000\",\n \"transactionId\": 99974693,\n \"transactionType\": \"BankStatement\",\n \"units\": null\n },\n {\n \"amount\": 14853,\n \"createSource\": \"CSVBank\",\n \"createdBy\": \"jtokhi@bglcorp.com.au\",\n \"createdTime\": \"2019-05-20T00:52:13.000+0000\",\n \"description\": \"COMMSEC [BUY 20000 ALU] [BUY 20000 A2M] [SELL 400 ANZ]\",\n \"entryId\": 23190337,\n \"lastModifiedTime\": \"2019-05-20T00:52:13.000+0000\",\n \"sourceType\": null,\n \"transactionDate\": \"2018-01-15T00:00:00.000+0000\",\n \"transactionId\": 99974693,\n \"transactionType\": \"BankStatement\",\n \"units\": null\n },\n {\n \"amount\": 1333.33,\n \"createSource\": \"CSVBank\",\n \"createdBy\": \"jtokhi@bglcorp.com.au\",\n \"createdTime\": \"2019-05-20T00:52:13.000+0000\",\n \"description\": \"Interest Received\",\n \"entryId\": 23191686,\n \"lastModifiedTime\": \"2019-05-20T00:52:13.000+0000\",\n \"sourceType\": null,\n \"transactionDate\": \"2018-01-21T00:00:00.000+0000\",\n \"transactionId\": 99974707,\n \"transactionType\": \"BankStatement\",\n \"units\": null\n },\n {\n \"amount\": 250,\n \"createSource\": \"CSVBank\",\n \"createdBy\": \"jtokhi@bglcorp.com.au\",\n \"createdTime\": \"2019-05-20T00:52:13.000+0000\",\n \"description\": \"Dividend Received [System Matched Income Data]\",\n \"entryId\": 23190403,\n \"lastModifiedTime\": \"2019-05-20T00:52:13.000+0000\",\n \"sourceType\": null,\n \"transactionDate\": \"2018-01-25T00:00:00.000+0000\",\n \"transactionId\": 99974698,\n \"transactionType\": \"BankStatement\",\n \"units\": null\n },\n {\n \"amount\": 1333.33,\n \"createSource\": \"CSVBank\",\n \"createdBy\": \"jtokhi@bglcorp.com.au\",\n \"createdTime\": \"2019-05-20T00:52:13.000+0000\",\n \"description\": \"Interest Received\",\n \"entryId\": 23191685,\n \"lastModifiedTime\": \"2019-05-20T00:52:13.000+0000\",\n \"sourceType\": null,\n \"transactionDate\": \"2018-02-22T00:00:00.000+0000\",\n \"transactionId\": 99974708,\n \"transactionType\": \"BankStatement\",\n \"units\": null\n },\n {\n \"amount\": 505.9,\n \"createSource\": \"CSVBank\",\n \"createdBy\": \"jtokhi@bglcorp.com.au\",\n \"createdTime\": \"2019-05-20T00:52:13.000+0000\",\n \"description\": \"Dividend Received [System Matched Income Data]\",\n \"entryId\": 23190406,\n \"lastModifiedTime\": \"2019-05-20T00:52:13.000+0000\",\n \"sourceType\": null,\n \"transactionDate\": \"2018-03-22T00:00:00.000+0000\",\n \"transactionId\": 99974701,\n \"transactionType\": \"BankStatement\",\n \"units\": null\n },\n {\n \"amount\": 1333.33,\n \"createSource\": \"CSVBank\",\n \"createdBy\": \"jtokhi@bglcorp.com.au\",\n \"createdTime\": \"2019-05-20T00:52:13.000+0000\",\n \"description\": \"Interest Received\",\n \"entryId\": 23191687,\n \"lastModifiedTime\": \"2019-05-20T00:52:13.000+0000\",\n \"sourceType\": null,\n \"transactionDate\": \"2018-03-23T00:00:00.000+0000\",\n \"transactionId\": 99974709,\n \"transactionType\": \"BankStatement\",\n \"units\": null\n },\n {\n \"amount\": 705.85,\n \"createSource\": \"CSVBank\",\n \"createdBy\": \"jtokhi@bglcorp.com.au\",\n \"createdTime\": \"2019-05-20T00:52:13.000+0000\",\n \"description\": \"Dividend Received [System Matched Income Data]\",\n \"entryId\": 23190401,\n \"lastModifiedTime\": \"2019-05-20T00:52:13.000+0000\",\n \"sourceType\": null,\n \"transactionDate\": \"2018-03-27T00:00:00.000+0000\",\n \"transactionId\": 99974696,\n \"transactionType\": \"BankStatement\",\n \"units\": null\n },\n {\n \"amount\": 2600,\n \"createSource\": \"CSVBank\",\n \"createdBy\": \"jtokhi@bglcorp.com.au\",\n \"createdTime\": \"2019-05-20T00:52:13.000+0000\",\n \"description\": \"Dividend Received [System Matched Income Data]\",\n \"entryId\": 23190405,\n \"lastModifiedTime\": \"2019-05-20T00:52:13.000+0000\",\n \"sourceType\": null,\n \"transactionDate\": \"2018-03-28T00:00:00.000+0000\",\n \"transactionId\": 99974694,\n \"transactionType\": \"BankStatement\",\n \"units\": null\n },\n {\n \"amount\": 1333.33,\n \"createSource\": \"CSVBank\",\n \"createdBy\": \"jtokhi@bglcorp.com.au\",\n \"createdTime\": \"2019-05-20T00:52:13.000+0000\",\n \"description\": \"Interest Received\",\n 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overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/sf/funds/:fundId/members?financialYear={{financialYear}}","host":["{{baseUrl}}"],"path":["sf","funds",":fundId","members"],"query":[{"key":"financialYear","value":"{{financialYear}}","description":" **`Required`** | `Date` |Format = yyyy"}],"variable":[{"key":"fundId","value":"{{fundId}}","description":" **`Required`** | The Fund ID of the fund you are requesting the data for\n\n"}]},"description":"Allows you to retrieve a List of members for the fund, a list of accounts which they have and the account balances at the start and end of the Financial Year. \n\n### API Scopes \nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n- investment\n- audit\n- smsf_partner\n\n## Entities Supported\nThe following entityTypes are suppoprted\n- SMSF\n\n\n**Account Details**\n\n| Key | Data Type | Constraints/Description |\n| -------- | -------- | -------- |\n| accountDescription | String | Freeform description of pension entered by the user |\n| accountPhase | Object | \"Accumulation\" or \"RetirementPhase\" |\n| accountType | Object | \"Accumulation\" or \"Pension\". A TRIS will always be regarded as a Pension for this field. |\n| closingBalanceAt30June | number | Account Balance as at June 30 for the Financial Year requested |\n| commencementConditionOfRelease | ConditionOfRelease | see below |\n| conditionOfReleaseFromTRISRetire | ConditionOfRelease | see below |\n| conversionConditionOfRelease | ConditionOfRelease | see below |\n| conversionDate | String | Date pension was converted to an ABP |\n| conversionDateFromTRISRetire | Date | Date pension was converted from a TRIS to a TRIS (Retirement Phase) |\n| endDate | Date | If account has been closed then then date is returned |\n| lastPensionType | String | If pension was converted to an ABP the previous pension type id displayed here. |\n| lastPensionTypeFromTRISRetire | String | Text |\n| memberCode | String | Member Code of Member Account |\n| openingBalanceAt1July | Number | Account Balance as at 1st July for the Financial Year requested |\n| pensionType | Object | List in (Accumulation = \"null\", Account Based Pension = \"AccountBasedPension\", Market Linked Pension = \"MarketLinkedPension\", TRIS (Retirement Phase) = \"TRISRetirementPhase\", Transition to Retirement Pension = \"TransitionToRetirement\", Allocated Pension = \"AllocatedPension\", Complying Pension = \"ComplyingPension\") |\n| startDate | Date | The date the member account commenced in the fund |\n| taxFreeProportion | Number | The tax free percentage of the member's account balance will display. This amount is automatically calculated based on the taxable and tax free components of the member's balances upon pension commencement. |\n\n**ConditionOfRelease**\n\n\n| Key | Description | \n| -------- | -------- | \n| Age65 | Attaining Age 65 | \n| Retirement | Retirement | \n| TMCondition | Terminal Medical Condition | \n| PI | Permanent Incapacity | \n| CG | Compassionate Grounds | \n| Death | Death | \n| SFH | Severe Financial Hardship | \n| TI | Temporary Incapacity | \n\n```\nAccount Details will repeat for each member account the person has\n```\n**Person Details**\n\n| Key | Data Type | Contraints/Description|\n| -------- | -------- | -------- |\n| addressId | String | UniqueID of address for a firm. If address is used for multiple people or companies the id will be the same. |\n| country | String | Address - Country |\n| dob | Date | ISO 8601 date https://en.wikipedia.org/wiki/ISO_8601 |\n| email | String | email address if known |\n| firstName | String |Person's first name |\n| lastName | String |Person's last name |\n| otherName | String |Person's other/middle names |\n| peopleId | String | UniqueID of person for a firm. If person is used for multiple companies or funds the id will be the same. |\n| phone | String | phone number if known |\n| postcode | String | Address - Postcode |\n| state | object | List in ( VIC, NSW, QLD, WA, NSW, ACT, TAS, FOR) |\n| streetLine1 | String | Address - Street Line 1 |\n| streetLine2 | String | Address - Street Line 2 |\n| suburb | String | Address - Suburb |\n| tfn | String | will return 'Provided' or 'Not Provided' |\n| title | String | Title if known |"},"response":[{"id":"f72bacc8-e0a9-4e18-b6b5-0a027786b5c9","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/sf/funds/8a9c9e744ebc893a014ebd429dea790c/members?financialYear=2019","host":["{{baseUrl}}"],"path":["sf","funds","8a9c9e744ebc893a014ebd429dea790c","members"],"query":[{"key":"financialYear","value":"2019"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"[\n {\n \"accounts\": [\n {\n \"accountDescription\": \"Accumulation\",\n \"accountPhase\": \"Accumulation\",\n \"accountType\": \"Accumulation\",\n \"closingBalanceAt30June\": 850,\n \"commencementConditionOfRelease\": null,\n \"conditionOfReleaseFromTRISRetire\": null,\n \"conversionConditionOfRelease\": null,\n \"conversionDate\": null,\n \"conversionDateFromTRISRetire\": null,\n \"endDate\": null,\n \"lastPensionType\": null,\n \"lastPensionTypeFromTRISRetire\": null,\n \"memberCode\": \"JONJOH00003A\",\n \"openingBalanceAt1July\": 0,\n \"pensionType\": null,\n \"startDate\": \"2015-07-01\",\n \"taxFreeProportion\": null\n }\n ],\n \"addressId\": \"1759059\",\n \"country\": \"AUSTRALIA\",\n \"dateOfDeath\": null,\n \"dob\": \"1947-11-09\",\n \"email\": null,\n \"firstName\": \"John\",\n \"gender\": \"MALE\",\n \"lastName\": \"Jones\",\n \"mobile\": null,\n \"otherName\": null,\n \"peopleId\": \"8ad08aec5eb73bcf015eb777cf160004\",\n \"phone\": null,\n \"postCode\": \"3187\",\n \"state\": \"VIC\",\n \"streetLine1\": \"Suite 2\",\n \"streetLine2\": \"606 - 608 Hawthorn Road\",\n \"suburb\": \"Brighton East\",\n \"tfn\": \"Provided\",\n \"title\": null\n }\n]"}],"_postman_id":"dbb00921-9cb7-41a2-a5b9-ca6979752981"},{"name":"Fund Trustees","id":"550ad851-ec39-4fc6-b312-317a18ca81da","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."}],"url":{"raw":"{{baseUrl}}/sf/funds/:fundId/trustees","host":["{{baseUrl}}"],"path":["sf","funds",":fundId","trustees"],"variable":[{"key":"fundId","value":"{{fundId}}","description":"The Unique ID of the Fund. This is unique across all funds on Simple Fund 360 "}]},"description":"Allows you to retrieve a the type of Trustee, Corporate Trustee Details (if applicable) and a List of Individual Trustees/Directors based on a Fund ID. \nEach addressId and peopleId will be unique for the firm and can be used to avoid duplicates. \n\n### API Scopes \nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n- investment\n- audit\n- smsf_partner\n\n**corporateDetails Object**\n\nCorporate details will only exist if Trustee Type is equal to Corporate. \n\n| Key | Data Type | Contraints/Description|\n| -------- | -------- | -------- |\n| acn | String | ACN of company |\n| addressId | String | UniqueID of address for a firm. If address is used for multiple people or companies the id will be the same. |\n| companyId | String | UniqueID of the company for a firm. |\n| corporateName | String | Name of Corporate Trustee |\n| country | String | Address - Country |\n| email | String | email address if known |\n| phone | String | phone number if known |\n| postcode | String | Address - Postcode |\n| state | object | List in ( VIC, NSW, QLD, WA, NSW, ACT, TAS, FOR) |\n| streetLine1 | String | Address - Street Line 1 |\n| streetLine2 | String | Address - Street Line 2 |\n| suburb | String | Address - Suburb |\n \n\n**trusteeOrDirector Array**\n\n| Key | Data Type | Contraints/Description|\n| -------- | -------- | -------- |\n| addressId | String | UniqueID of address for a firm. If address is used for multiple people or companies the id will be the same. |\n| country | String | Address - Country |\n| dob | Date | ISO 8601 date https://en.wikipedia.org/wiki/ISO_8601 |\n| email | String | email address if known |\n| firstName | String |Person's first name |\n| lastName | String |Person's last name |\n| otherName | String |Person's other/middle names |\n| peopleId | String | UniqueID of person for a firm. If person is used for multiple companies or funds the id will be the same. |\n| phone | String | phone number if known |\n| postcode | String | Address - Postcode |\n| state | object | List in ( VIC, NSW, QLD, WA, NSW, ACT, TAS, FOR) |\n| streetLine1 | String | Address - Street Line 1 |\n| streetLine2 | String | Address - Street Line 2 |\n| suburb | String | Address - Suburb |\n| title | String | Title if known |"},"response":[{"id":"7d9485d2-2bbe-43ea-b68a-b5f31d838d1b","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":"{{baseUrl}}/sf/funds/8a348b876c039d5d016c03c2baea001a/trustees"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"corporateDetails\": {\n \"acn\": \"111111114\",\n \"addressId\": \"15043\",\n \"companyId\": \"8ad08a1c64ca365e0164ca7f0c190001\",\n \"corporateName\": \"Green Corp Pty Ltd\",\n \"country\": \"AUSTRALIA\",\n \"email\": null,\n \"phone\": null,\n \"postcode\": \"3187\",\n \"state\": \"VIC\",\n \"streetLine1\": \"606 Hawthorn Road\",\n \"streetLine2\": \"\",\n \"suburb\": \"Brighton East\"\n },\n \"trusteeOrDirector\": [\n {\n \"addressId\": \"2064173\",\n \"country\": \"AUSTRALIA\",\n \"dob\": \"1904-12-31\",\n \"email\": null,\n \"firstName\": \"Jack\",\n \"lastName\": \"Gold\",\n \"otherName\": null,\n \"peopleId\": \"8ad08a1c64cad9870164cb23221b0009\",\n \"phone\": null,\n \"postcode\": \"3187\",\n \"state\": \"VIC\",\n \"streetLine1\": \"606 Hawthorn Road\",\n \"streetLine2\": \"\",\n \"suburb\": \"Brighton East\",\n \"title\": null\n },\n {\n \"addressId\": \"2064174\",\n \"country\": \"AUSTRALIA\",\n \"dob\": \"1905-01-01\",\n \"email\": null,\n \"firstName\": \"Tim\",\n \"lastName\": \"Gold\",\n \"otherName\": null,\n \"peopleId\": \"8ad08ac564ce80b80164ce86a2a60001\",\n \"phone\": null,\n \"postcode\": \"3187\",\n \"state\": \"VIC\",\n \"streetLine1\": \"606 Hawthorn Road\",\n \"streetLine2\": \"\",\n \"suburb\": \"Brighton East\",\n \"title\": null\n }\n ],\n \"trusteeType\": \"Corporate\"\n}\n"}],"_postman_id":"550ad851-ec39-4fc6-b312-317a18ca81da"},{"name":"ATO Lodgements (Fund)","id":"0df79f48-cac0-4174-971e-4b9db56d4978","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Authorization","type":"text","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/sf/funds/:fundId/lodgements","host":["{{baseUrl}}"],"path":["sf","funds",":fundId","lodgements"],"variable":[{"key":"fundId","value":"{{fundId}}"}]},"description":"Will retrieve form lodgement history with the ATO for a fund. \n\n### API Scopes \nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n- investment\n- audit\n- smsf_partner\n\n### Response Body\n\n| Key| Mandatory|Description |\n| -------- | -------- | -------- | \n | form | String | Name of the form. returns either \"SMSF_ANNUAL_RETURN\" or\"ACTIVITY_STATEMENT\" |\n|lodgementDateTime |Date |Date and time the form was lodged (UTC) |\n|lodgementStatus | String | Status of the form | \n|lodgingPartyFirm | String | Name of lodging party who is responsible for the form |\n|lodgingPartyIndividual | String | Individuals name of lodging party who is responsible for the form |\n| validatedDateTime | Date | Date and time the form was validated (UTC)|\n| year | Date | Year of the form. format = YYYY | \n\n**Lodgement Statuses**\n\n| Status | Description |\n| -------- | -------- |\n| LODGED_ELE | Lodged electronically/manually |\n| LODGED_REJ | Lodgment Rejected | \n| VALIDATED | Form Validated | \n| null | When the form is only prepared it will send status as null |"},"response":[{"id":"eb375b51-50a4-4a77-8584-53f002267969","name":"ATO Lodgements","originalRequest":{"method":"GET","header":[{"key":"Authorization","type":"text","value":"bearer {{token}}"}],"url":"https://api.staging.bgl360.com.au/sf/funds/8a9c9e744ebc893a014ebd429dea790c/lodgements"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Encoding","value":"gzip"},{"key":"Content-Security-Policy","value":"frame-ancestors 'self' www.sf360.com.au"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Date","value":"Thu, 22 Aug 2019 23:40:06 GMT"},{"key":"Server","value":"nginx"},{"key":"Vary","value":"Accept-Encoding"},{"key":"X-Content-Type-Options","value":"nosniff"},{"key":"X-Frame-Options","value":"ALLOW-FROM https://www.sf360.com.au"},{"key":"X-Rate-Daily-Limit-Remaining","value":"-1"},{"key":"Content-Length","value":"303"},{"key":"Connection","value":"keep-alive"}],"cookie":[],"responseTime":null,"body":"{\n \"lodgements\": [\n {\n \"form\": \"SMSF_ANNUAL_RETURN\",\n \"lodgementDateTime\": \"2018-12-14T05:45:00.000+0000\",\n \"lodgementStatus\": \"LODGED_ELE\",\n \"lodgingPartyFirm\": \"ABC Accountants Pty Ltd\",\n \"lodgingPartyIndividual\": \"Tokhi, Jeevan\",\n \"validateDateTime\": \"2017-10-01T22:19:56.000+0000\",\n \"year\": 2017\n },\n {\n \"form\": \"SMSF_ANNUAL_RETURN\",\n \"lodgementDateTime\": \"2018-10-24T05:39:10.000+0000\",\n \"lodgementStatus\": \"LODGED_ELE\",\n \"lodgingPartyFirm\": \"ABC Accountants Pty Ltd\",\n \"lodgingPartyIndividual\": \"Tokhi, Jeevan\",\n \"validateDateTime\": \"2018-09-17T00:16:42.000+0000\",\n \"year\": 2018\n },\n {\n \"form\": \"SMSF_ANNUAL_RETURN\",\n \"lodgementDateTime\": null,\n \"lodgementStatus\": \"VALIDATED\",\n \"lodgingPartyFirm\": \"ABC Accountants Pty Ltd\",\n \"lodgingPartyIndividual\": \"Crofts, Matt\",\n \"validateDateTime\": \"2019-08-20T02:12:14.000+0000\",\n \"year\": 2019\n }\n ]\n}"}],"_postman_id":"0df79f48-cac0-4174-971e-4b9db56d4978"},{"name":"ATO Lodgements (Firm)","id":"503d0939-d03f-4916-8abe-afa30d5dacd5","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{"tokenName":"identuty-UAT","accessTokenUrl":"{{access-token-URL}}?scope={{scopes}}","challengeAlgorithm":"S256","useBrowser":true,"scope":"{{scopes}}","grant_type":"authorization_code","clientSecret":"{{client_secret}}","clientId":"{{client_id}}","authUrl":"{{auth-URL}}","addTokenTo":"header","client_authentication":"header","tokenType":"bearer"}},"method":"GET","header":[{"key":"Authorization","type":"text","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/sf/firm/lodgements?modifiedAfter=&modifiedBefore=","host":["{{baseUrl}}"],"path":["sf","firm","lodgements"],"query":[{"key":"modifiedAfter","value":"","description":"[optional] - UTC Time.\nWill only return results where lodgementDateTime or validatedDateTime is after this date "},{"key":"modifiedBefore","value":"","description":"[optional] - UTC Time.\nWill only return results where lodgementDateTime or validatedDateTime is before this date"}]},"description":"Will retrieve form lodgement history with the ATO for a firm. \n\n### API Scopes \nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resource\n- investment\n- audit\n- smsf_partner\n\n### Response Body\n\n| Key| Data Type|Description |\n| -------- | -------- | -------- | \n| amountDueOrRefundable | number | |\n| form | String | Name of the form. returns either \"SMSF_ANNUAL_RETURN\" or\"ACTIVITY_STATEMENT\" |\n|lodgementDateTime |Date |Date and time the form was lodged (UTC) |\n|lodgementStatus | String | Status of the form | \n|lodgingPartyFirm | String | Name of lodging party who is responsible for the form |\n|lodgingPartyIndividual | String | Individuals name of lodging party who is responsible for the form |\n| validatedDateTime | Date | Date and time the form was validated (UTC)|\n| year | Date | Year of the form. format = YYYY | \n\n**Lodgement Statuses**\n\n| Status | Description |\n| -------- | -------- |\n| LODGED_ELE | Lodged electronically/manually |\n| LODGED_REJ | Lodgment Rejected | \n| VALIDATED | Form Validated | \n| null | When the form is only prepared it will send status as null |"},"response":[{"id":"d5d86ca0-a803-45a4-a4b3-a95d193d46d0","name":"ATO Lodgements","originalRequest":{"method":"GET","header":[{"key":"Authorization","type":"text","value":"bearer {{token}}"}],"url":"https://api.staging.bgl360.com.au/sf/firm/lodgements"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Encoding","value":"gzip"},{"key":"Content-Security-Policy","value":"frame-ancestors 'self' www.sf360.com.au"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Date","value":"Thu, 22 Aug 2019 23:40:06 GMT"},{"key":"Server","value":"nginx"},{"key":"Vary","value":"Accept-Encoding"},{"key":"X-Content-Type-Options","value":"nosniff"},{"key":"X-Frame-Options","value":"ALLOW-FROM https://www.sf360.com.au"},{"key":"X-Rate-Daily-Limit-Remaining","value":"-1"},{"key":"Content-Length","value":"303"},{"key":"Connection","value":"keep-alive"}],"cookie":[],"responseTime":null,"body":"{\n \"lodgements\": [\n {\n \"form\": \"SMSF_ANNUAL_RETURN\",\n \"lodgementDateTime\": \"2018-12-14T05:45:00.000+0000\",\n \"lodgementStatus\": \"LODGED_ELE\",\n \"lodgingPartyFirm\": \"ABC Accountants Pty Ltd\",\n \"lodgingPartyIndividual\": \"Tokhi, Jeevan\",\n \"validateDateTime\": \"2017-10-01T22:19:56.000+0000\",\n \"year\": 2017\n },\n {\n \"form\": \"SMSF_ANNUAL_RETURN\",\n \"lodgementDateTime\": \"2018-10-24T05:39:10.000+0000\",\n \"lodgementStatus\": \"LODGED_ELE\",\n \"lodgingPartyFirm\": \"ABC Accountants Pty Ltd\",\n \"lodgingPartyIndividual\": \"Tokhi, Jeevan\",\n \"validateDateTime\": \"2018-09-17T00:16:42.000+0000\",\n \"year\": 2018\n },\n {\n \"form\": \"SMSF_ANNUAL_RETURN\",\n \"lodgementDateTime\": null,\n \"lodgementStatus\": \"VALIDATED\",\n \"lodgingPartyFirm\": \"ABC Accountants Pty Ltd\",\n \"lodgingPartyIndividual\": \"Crofts, Matt\",\n \"validateDateTime\": \"2019-08-20T02:12:14.000+0000\",\n \"year\": 2019\n }\n ]\n}"}],"_postman_id":"503d0939-d03f-4916-8abe-afa30d5dacd5"}],"id":"f2da8441-5e07-4833-a8c2-f6a7e551e9dd","description":"The following entityTypes are supported:\n- SMSF\n","event":[{"listen":"prerequest","script":{"id":"02b65587-2b5f-4836-b425-725ed714bbfe","type":"text/javascript","exec":[""]}},{"listen":"test","script":{"id":"4b6a4567-f4f0-4b10-bfa6-f14cf6b3eeb4","type":"text/javascript","exec":[""]}}],"_postman_id":"f2da8441-5e07-4833-a8c2-f6a7e551e9dd"},{"name":"Reports - SMSF Only","item":[{"name":"Report - Contribution Breakdown","id":"327c3bd1-05c6-4261-8385-a9d5d3332c68","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"GET","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/sf/funds/:fundId/reports/contributionBreakdown?financialYear={{financialYear}}","host":["{{baseUrl}}"],"path":["sf","funds",":fundId","reports","contributionBreakdown"],"query":[{"key":"financialYear","value":"{{financialYear}}","description":"[REQUIRED] The Financial Year of the report. Expected format : yyyy"}],"variable":[{"key":"fundId","value":"{{fundId}}","description":"The Unique ID for the fund"}]},"description":"The Contribution Breakdown Report provides a detailed summary view of all member contribution accounts for the period. The report will detail:\n\n- Member, date of birth and age;\n \n- Each member and their contributions for the year (concessional, non-concessional, other, reserves);\n \n- Contribution caps for concessional, non-concessional and the three year non-concessional bring forward amounts if triggered;\n \n- Complete transaction list of all contributions for all members\n \n- Contribution totals for all members;\n \n- A SuperStream column allowing you to compare member contribution ledger data with actual SuperStream data.\n \n- Employer shown in SuperStream data column \n The report can also be used to reconcile the total contribution amount for the fund appearing in account 24200 in the operating statement.\n \n\n### API Scopes\n\nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n\n- investment\n \n- audit\n \n- smsf_partner\n \n\n### Response\n\n| Key | datatype | Constraints/description |\n| --- | --- | --- |\n| members | Array | See Members array below |\n| totalConcessionalForAllMembers | number | |\n| members | object | see below |\n| totalNon-concessionalForAllMembers | number | |\n| totalOtherForAllMembers | number | |\n| totalReservesForAllMembers | number | |\n| totalContributionsForAllMembers | number | |\n\n**Members object**\n\n| Key | datatype | Constraints/description |\n| --- | --- | --- |\n| age | Array | Member's Age as at start of Financial Year |\n| dob | Date | Format = yyyy-MM-dd |\n| firstName | String | Person’s first name |\n| lastName | String | Person’s first name |\n| downsizerAmount | number | The Downsizer Contributions recorded for the member for the Financial Year |\n| downsizerCap | number | The Downsizer Contributions Cap for the member for the Financial Year |\n| nonConcessionalCap | array / number | The Non-Concessional Contributions Cap for the member for the Financial Year |\n| openingDownsizer | number | The total Downsizer Contributions made in prior Financial Years |\n| otherName | string | Person’s other/middle names. |\n| peopleId | string | UniqueID of person for a firm. |\n| contactId | String | UniqueID of person is used for a company |\n| totalConcessional | number | The total Concessional Contributions recorded for the member for the Financial Year |\n| totalNonConcessional | number | The total Non-Concessional Contributions recorded for the member for the Financial Year |\n| totalOther | number | The Other contributions recorded for the member for the Financial Year |\n| totalReserves | number | The contributions which have been allocated to a reserve recorded for the member for the Financial Year |\n| totalSuperstreamConcessional | number | The total Concessional Contributions received via SuperStream the member for the Financial Year |\n| totalSuperstreamNonConcessional | number | The total Non-Concessional Contributions received via SuperStream the member for the Financial Year |\n| tsbOfPriorFY | number | The Total Super Balance of the person as at 30 June of the previous Financial Year. Note this is only as accurate as the data within Simple Fund 360 and may not contain data about non-SMSFs |\n| contributionCapSummary | Array | see below |\n| nccBringForwardCap | Object | see below |\n| members | Array | See below |\n| superStream | Array | same as ledgerData array |\n\n**contributionCapSummary Array**\n\n| Key | datatype | Constraints/description |\n| --- | --- | --- |\n| contributionType | string | List from (Concessional, Non-Concessional, Downsizer) |\n| capEndDate | date | format = yyyy-MM-dd |\n| contributions | number | The total Contributions recorded for the member for the Financial Year |\n| cap | number | The Contributions Cap for the member for the Financial Year |\n| currentPositionAmount | number | 0 will indicate the member is at their limit, a positive number will be how much they are over their cap and a negative number will be how much is remaining in the cap |\n| currentPositionLabel | string | List from (UnderCap, OverCap, AtLimit, TSBOverTBC) |\n\n**nccBringForwardCap Object**\n\n| Key | datatype | Constraints/description |\n| --- | --- | --- |\n| bringForwardCap | array | Current Bring forward Cap for the member for the Financial Year |\n| bringForwardTriggeredYear | date | format = yyyy. The Financial Year for the total Non-Concessional Cap has triggered the Bring Forward Rule |\n| Year1 | date | The Financial Year 3 years ago |\n| year1Amount | number | The total Non-Concessional Contributions recorded for the member for the Financial Year 3 years ago |\n| Year2 | date | The Financial Year 2 years ago |\n| year2Amount | number | The total Non-Concessional Contributions recorded for the member for the Financial Year 2 years ago |\n| Year3 | Date | The Previous Financial Year |\n| year3Amount | number | The total Non-Concessional Contributions recorded for the member for the previous Financial Year |\n| Year4 | Date | The Current Financial Year |\n| year4Amount | number | The total Non-Concessional Contributions recorded for the member for the Financial Year |\n| totalAmount | number | The total Non-Concessional Contributions recorded for the member for Bring Forward Period |\n| currentPositionLabel | string | From List (UnderCap, OverCap , AtLimit, TSBOverTBC) |\n\n**ledgerData array**\n\n| Key | datatype | Constraints/description |\n| --- | --- | --- |\n| date | date | The date of the transaction or SuperStream data |\n| description | string | The Transaction Description |\n| contributionType | string | The SuperStream Contribution Type |\n| concessional | number | The amount of the contribution classified as Concessional |\n| non-concessional | number | The amount of the contribution classified as Non-Concessional |\n| other | number | The amount of the contribution classified as an Other Contribution |\n| reserves | number | The amount of the contribution allocated to Reserves |"},"response":[{"id":"2d33c07f-1a77-402a-ad49-6765579b3d10","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/sf/funds//reports/contributionBreakdown?financialYear=","host":["{{baseUrl}}"],"path":["sf","funds","","reports","contributionBreakdown"],"query":[{"key":"financialYear","value":""}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"Members\": [\n {\n \"age\": \"65\",\n \"concessional\": 25000,\n \"dob\": \"1947-11-09\",\n \"firstName\": \"John\",\n \"lastName\": \"Jones\",\n \"downsizerAmount\": 0,\n \"downsizerCap\": 300000,\n \"nonConcessional\": 0,\n \"nonConcessionalCap\": [\n 110000\n ],\n \"openingDownsizer\": 0,\n \"otherName\": null,\n \"otherContributions\": -100000,\n \"contactId\": \"8ad08aec5eb73bcf015eb777cf160004\",\n \"totalSuperBalance\": 1054829.34,\n \"totalConcessional\": 45823.33,\n \"totalNon-concessional\": null,\n \"totalOther\": null,\n \"totalReserves\": null,\n \"totalSuperstreamConcessional\": 45823.33,\n \"totalSuperStreamNon-concessional\": null,\n \"totalSuperStreamOther\": null,\n \"totalSuperStreamReserves\": null,\n \"tsbOfPriorFY\": 778880.59,\n \"contributionCapSummary\": [\n {\n \"contributionType\": \"Concessional\",\n \"capEndDate\": \"2018-06-30\",\n \"contributions\": 45823.33,\n \"cap\": 500000,\n \"currentPositionAmount\": 21784.36,\n \"currentPositionLabel\": \"Below Cap\"\n },\n {\n \"contributionType\": \"Non-Concessional\",\n \"capEndDate\": \"2017-06-30\",\n \"contributions\": 45823.33,\n \"cap\": 540000,\n \"currentPositionAmount\": 21784.36,\n \"currentPositionLabel\": \"Below Cap\"\n }\n {\n \"contributionType\": \"Non-Concessional\",\n \"capEndDate\": \"2019-06-30\",\n \"contributions\": 45823.33,\n \"cap\": 380000,\n \"currentPositionAmount\": 21784.36,\n \"currentPositionLabel\": \"Below Cap\"\n }\n ],\n \"nccBringForwardCap\":\n {\n \"bringForwardCap\": \"N/A\",\n \"bringForwardTriggeredYear\": 2017,\n \"Year1\": \"2015\",\n \"year1Amount\": 50000,\n \"Year2\": \"2016\",\n \"year2Amount\": 50000,\n \"Year3\": \"2017\",\n \"year3Amount\": 50000,\n \"Year4\": \"2018\",\n \"year4Amount\": 50000,\n \"totalAmount\": 21784.36,\n \"currentPositionLabel\": \"Below Cap\"\n },\n \"ledgerData\": [\n {\n \"date\": \"2018-11-09\",\n \"description\": \"QUICKSPR42409 QUICKSUPER BGL\",\n \"contributionType\": \"Employer\",\n \"concessional\": 45823.33,\n \"non-concessional\": null,\n \"other\": null,\n \"reserves\": null\n },\n {\n \"date\": \"2018-11-10\",\n \"description\": \"QUICKSPR3333 QUICKSUPER BGL\",\n \"contributionType\": \"Gov Co Contribution\",\n \"concessional\": null,\n \"non-concessional\": null,\n \"other\": 150,\n \"reserves\": null\n }\n ],\n \"superStreamData\": [\n {\n \"date\": \"2018-11-09\",\n \"description\": \"Employer\",\n \"contributionType\":\"Employer\",\n \"concessional\": 45823.33,\n \"non-concessional\": null,\n \"other\": null,\n \"reserves\": null,\n \"employer\": \"Music Inc\"\n },\n {\n \"date\": \"2018-11-10\",\n \"description\": \"Gov Co Contribution\",\n \"concessional\": null,\n \"non-concessional\": null,\n \"other\": 150,\n \"reserves\": null\n }\n ],\n \"totals\": [\n {\n \"contributionType\": \"Employer\",\n \"amount\": 45823.33\n },\n {\n \"contributionType\": \"Gov Co Contribution\",\n \"amount\": 150\n }\n ]\n }\n ],\n \"unallocated\": [\n {\n \"firstName\": \"Mary\",\n \"lastName\": \"Jones\",\n \"superStreamData\": [\n {\n \"date\": \"2019-07-02\",\n \"description\": null,\n \"contributionType\": \"Employer\",\n \"concessional\": 719.29,\n \"nonConcessional\": null,\n \"other\": null,\n \"reserves\": null,\n \"employer\": \"Music Inc\"\n }\n ]\n }\n ],\n \"financialYear\": 2018,\n \"fundId\": \"8ad08bf35f7b8296015fb8492dca00e9\",\n \"totalConcessionalForAllMembers\": 45823.33,\n \"totalNon-concessionalForAllMembers\": null,\n \"totalOtherForAllMembers\": null,\n \"totalReservesForAllMembers\": null,\n \"totalContributionsForAllMembers\": null\n}"}],"_postman_id":"327c3bd1-05c6-4261-8385-a9d5d3332c68"},{"name":"Reports - Contribution Summary","id":"fca2e985-8b5f-40c8-b49b-1f84b03e7f5a","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"GET","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/sf/funds/:fundId/reports/contributionSummary?financialYear={{financialYear}}","host":["{{baseUrl}}"],"path":["sf","funds",":fundId","reports","contributionSummary"],"query":[{"key":"financialYear","value":"{{financialYear}}","description":"[REQUIRED] The Financial Year of the report. Expected format : yyyy"},{"key":"","type":"text","value":"","disabled":true}],"variable":[{"key":"fundId","value":"{{fundId}}","description":"[REQUIRED] The unique fund id"}]},"description":"The Contribution Summary displays all contribution amounts, contributions cap limits, details of NCC Bring Forward cap if triggered) of all active members for a particular financial year. \n\n### API Scopes \nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n- investment\n- audit\n- smsf_partner\n\n### Response\n|Key|Data Type|Description|\n| -------- | -------- | -------- |\n|fundId|String|Id of the fund|\n|financialYear|Number|Financial year of the contributions|\n|contributions|List of Contribution|List of contributions|\n\n#### Contribution\n\n|Key|Data Type|Description|\n| -------- | -------- | -------- |\n|peopleId|String|Id of the person|\n|contactId |string|Unique Identifier of person in Simple Fund 360 | \n|firstName|String|First name|\n|lastName|String|Last name|\n|birthday|Date|Date of birth|\n|memberAccountId|Number|Member account ID|\n|memberAccountCode|String|Member account code|\n|memberAccountStartDate|Date|Start date of the member account|\n|memberAccountEndDate|String|End date of the member account. This key will only be returned if an end date is present. |\n|contributionAccountId|Number|Chart Id of the member's contribution account |\n|openingDownsizer|Number|Total Downsizer Contributions made until the end of the previous financial year|\n|downsizerAmount|Number|Downsizer Contributions recorded for the financial year|\n|downsizerCap|Number|Downsizer Contributions Cap for the financial year|\n|concessionalContributions|Array|List of Concessional Contributions listed below|\n|nonConcessionalContributions|Array|List of Non-Concessional Contribution listed below|\n|totalSuperBalances|Array|List of Total Super Balances listed below|\n\n#### Concessional Contributions Array\n\n|Key|Data Type|Description|\n| -------- | -------- | -------- |\n|financialYear|Number|Financial year of this concessional contributions|\n|amount|Number|Concessional Contributions recorded for the financial year|\n|cap|Number|General Concessional Contributions cap for the financial year|\n|carryForwardOrigins|Array|Remaining balance of Unused Concessional Contributions cap for each previous financial year|\n|unusedCap|Number|Unused Amount of Concessional Contributions cap |\n|cumulativeCarryForward|Number|Total unused cap carried forward (i.e. sum of all the amounts in carryForwardOrigins)|\n|maxCap|Number|Maximum Concessional Contributions the member is eligible to contribute|\n|position|Number|Balance to reach/exceeded the maximum Concessional Contributions cap available (i.e. amount - maxCap)|\n|labels|String[]|\"Status of the member's Concessional Contributions made (e.g. UnderCap, OverCap, ApproachingCap, AtLimit, CFTriggered)\"|\n\n#### Non-Concessional Contribution Array\n\n|Key|Data Type|Description|\n| -------- | -------- | -------- |\n|financialYear|Number|Financial year of this Non-Concessional Contribution|\n|amount|Number|Non-Concessional Contribution recorded for the financial year|\n|cap|Number|Non-Concessional Contribution cap for the financial year|\n|position|Number|Balance to reach/exceeded the Non-Concessional Contribution cap (i.e. amount - cap)|\n|labels|String[]|\"Status of the member's Non-Concessional Contribution made (e.g. UnderCap, OverCap, ApproachingCap, AtLimit, BFTriggered)\"|\n|bringForwardTriggerYear|Number|Optional. Financial year in which the Bring Forward Rule for member's Non-Concessional Contribution is triggered|\n|bringForwardOrder|Number|Optional. Financial year order in the bring forward period|\n|bringForwardCap1|Number|Optional. Bring Forward cap|\n|bringForwardDate1|Date|Optional. Expiry date of the above Bring Forward cap 1|\n|bringForwardCap2|Number|Optional. Only available when the bring forward trigger year is FY2016 and FY2017|\n|bringForwardDate2|Date|Optional. Expiry date of the above Bring Forward cap 2|\n\n#### Total Super Balance Array\n|Key|Data Type|Description|\n| -------- | -------- | -------- |\n|financialYear|Number|Financial year of this Total Super Balance|\n|amount|Number|Total Super Balance as at end of the previous financial year. (as at 30/06/2018 if financial year field is 2019)|"},"response":[{"id":"b291044a-496e-49d9-b6bd-eae343dd95e6","name":"Reports - Contribution Summary","originalRequest":{"method":"GET","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/sf/funds/:fundId/reports/contributionSummary?financialYear={{financialYear}}","host":["{{baseUrl}}"],"path":["sf","funds",":fundId","reports","contributionSummary"],"query":[{"key":"financialYear","value":"{{financialYear}}","description":"[REQUIRED] The Financial Year of the report. Expected format : yyyy"},{"key":"","type":"text","value":"","disabled":true}],"variable":[{"key":"fundId","value":"{{fundId}}","description":"[REQUIRED] The unique fund id"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Thu, 01 Oct 2020 05:13:20 GMT"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Transfer-Encoding","value":"chunked"},{"key":"Connection","value":"keep-alive"},{"key":"Server","value":"nginx"},{"key":"X-Rate-Daily-Limit-Remaining","value":"-1"},{"key":"vary","value":"accept-encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"X-Content-Type-Options","value":"nosniff"},{"key":"Content-Security-Policy","value":"frame-ancestors 'self' uat.sf360.com.au"},{"key":"X-Frame-Options","value":"ALLOW-FROM https://uat.sf360.com.au"}],"cookie":[],"responseTime":null,"body":"{\n \"contributions\": [\n {\n \"birthday\": \"1970-07-01\",\n \"concessionalContributions\": [\n {\n \"amount\": 0,\n \"cap\": 30000,\n \"carryForwardOrigins\": [],\n \"financialYear\": 2016,\n \"labels\": [\n \"UnderCap\"\n ],\n \"maxCap\": 30000,\n \"position\": -30000,\n \"unusedCap\": 0\n },\n {\n \"amount\": 0,\n \"cap\": 30000,\n \"carryForwardOrigins\": [],\n \"financialYear\": 2017,\n \"labels\": [\n \"UnderCap\"\n ],\n \"maxCap\": 30000,\n \"position\": -30000,\n \"unusedCap\": 0\n },\n {\n \"amount\": 0,\n \"cap\": 25000,\n \"carryForwardOrigins\": [],\n \"financialYear\": 2018,\n \"labels\": [\n \"UnderCap\"\n ],\n \"maxCap\": 25000,\n \"position\": -25000,\n \"unusedCap\": 0\n },\n {\n \"amount\": 0,\n \"cap\": 25000,\n \"carryForwardOrigins\": [],\n \"cumulativeCarryForward\": 0,\n \"financialYear\": 2019,\n \"labels\": [\n \"UnderCap\",\n \"TSBOver500K\"\n ],\n \"maxCap\": 25000,\n \"position\": -25000,\n \"unusedCap\": 25000\n },\n {\n \"amount\": 0,\n \"cap\": 25000,\n \"carryForwardOrigins\": [\n {\n \"amount\": 25000,\n \"financialYear\": 2019\n }\n ],\n \"cumulativeCarryForward\": 0,\n \"financialYear\": 2020,\n \"labels\": [\n \"UnderCap\",\n \"TSBOver500K\"\n ],\n \"maxCap\": 25000,\n \"position\": -25000,\n \"unusedCap\": 25000\n },\n {\n \"amount\": 0,\n \"cap\": 25000,\n \"carryForwardOrigins\": [\n {\n \"amount\": 25000,\n \"financialYear\": 2019\n },\n {\n \"amount\": 25000,\n \"financialYear\": 2020\n }\n ],\n \"cumulativeCarryForward\": 0,\n \"financialYear\": 2021,\n \"labels\": [\n \"UnderCap\",\n \"TSBOver500K\"\n ],\n \"maxCap\": 25000,\n \"position\": -25000,\n \"unusedCap\": 25000\n }\n ],\n \"contributionAccountId\": 222222386230,\n \"downsizerAmount\": 0,\n \"downsizerCap\": 300000,\n \"firstName\": \"John\",\n \"lastName\": \"Jones\",\n \"memberAccountCode\": \"JONMAR00016A\",\n \"memberAccountId\": 35579,\n \"memberAccountStartDate\": \"2013-07-01\",\n \"nonConcessionalContributions\": [\n {\n \"amount\": 0,\n \"cap\": 0,\n \"financialYear\": 2018,\n \"labels\": [\n \"AtLimit\",\n \"TSBOverTBC\"\n ],\n \"position\": 0\n },\n {\n \"amount\": 0,\n \"cap\": 0,\n \"financialYear\": 2019,\n \"labels\": [\n \"AtLimit\",\n \"TSBOverTBC\"\n ],\n \"position\": 0\n },\n {\n \"amount\": 0,\n \"cap\": 0,\n \"financialYear\": 2020,\n \"labels\": [\n \"AtLimit\",\n \"TSBOverTBC\"\n ],\n \"position\": 0\n },\n {\n \"amount\": 0,\n \"cap\": 0,\n \"financialYear\": 2021,\n \"labels\": [\n \"AtLimit\",\n \"TSBOverTBC\"\n ],\n \"position\": 0\n }\n ],\n \"openingDownsizer\": 0,\n \"peopleId\": \"8a009e3b4cf98131014cf98be85f0003\",\n \"totalSuperBalances\": [\n {\n \"amount\": 2173530.08,\n \"financialYear\": 2018\n },\n {\n \"amount\": 2180867.32,\n \"financialYear\": 2019\n },\n {\n \"amount\": 2155750.28,\n \"financialYear\": 2020\n },\n {\n \"amount\": 2149937.72,\n \"financialYear\": 2021\n }\n ]\n },\n {\n \"birthday\": \"1970-07-01\",\n \"concessionalContributions\": [\n {\n \"amount\": 0,\n \"cap\": 30000,\n \"carryForwardOrigins\": [],\n \"financialYear\": 2016,\n \"labels\": [\n \"UnderCap\"\n ],\n \"maxCap\": 30000,\n \"position\": -30000,\n \"unusedCap\": 0\n },\n {\n \"amount\": 0,\n \"cap\": 30000,\n \"carryForwardOrigins\": [],\n \"financialYear\": 2017,\n \"labels\": [\n \"UnderCap\"\n ],\n \"maxCap\": 30000,\n \"position\": -30000,\n \"unusedCap\": 0\n },\n {\n \"amount\": 0,\n \"cap\": 25000,\n \"carryForwardOrigins\": [],\n \"financialYear\": 2018,\n \"labels\": [\n \"UnderCap\"\n ],\n \"maxCap\": 25000,\n \"position\": -25000,\n \"unusedCap\": 0\n },\n {\n \"amount\": 0,\n \"cap\": 25000,\n \"carryForwardOrigins\": [],\n \"cumulativeCarryForward\": 0,\n \"financialYear\": 2019,\n \"labels\": [\n \"UnderCap\",\n \"TSBOver500K\"\n ],\n \"maxCap\": 25000,\n \"position\": -25000,\n \"unusedCap\": 25000\n },\n {\n \"amount\": 0,\n \"cap\": 25000,\n \"carryForwardOrigins\": [\n {\n \"amount\": 25000,\n \"financialYear\": 2019\n }\n ],\n \"cumulativeCarryForward\": 0,\n \"financialYear\": 2020,\n \"labels\": [\n \"UnderCap\",\n \"TSBOver500K\"\n ],\n \"maxCap\": 25000,\n \"position\": -25000,\n \"unusedCap\": 25000\n },\n {\n \"amount\": 0,\n \"cap\": 25000,\n \"carryForwardOrigins\": [\n {\n \"amount\": 25000,\n \"financialYear\": 2019\n },\n {\n \"amount\": 25000,\n \"financialYear\": 2020\n }\n ],\n \"cumulativeCarryForward\": 0,\n \"financialYear\": 2021,\n \"labels\": [\n \"UnderCap\",\n \"TSBOver500K\"\n ],\n \"maxCap\": 25000,\n \"position\": -25000,\n \"unusedCap\": 25000\n }\n ],\n \"contributionAccountId\": 222222636677,\n \"downsizerAmount\": 0,\n \"downsizerCap\": 300000,\n \"firstName\": \"John\",\n \"lastName\": \"Jones\",\n \"memberAccountCode\": \"KINSAM00004A\",\n \"memberAccountId\": 38744,\n \"memberAccountStartDate\": \"2013-07-01\",\n \"nonConcessionalContributions\": [\n {\n \"amount\": 0,\n \"cap\": 0,\n \"financialYear\": 2018,\n \"labels\": [\n \"AtLimit\",\n \"TSBOverTBC\"\n ],\n \"position\": 0\n },\n {\n \"amount\": 0,\n \"cap\": 0,\n \"financialYear\": 2019,\n \"labels\": [\n \"AtLimit\",\n \"TSBOverTBC\"\n ],\n \"position\": 0\n },\n {\n \"amount\": 0,\n \"cap\": 0,\n \"financialYear\": 2020,\n \"labels\": [\n \"AtLimit\",\n \"TSBOverTBC\"\n ],\n \"position\": 0\n },\n {\n \"amount\": 0,\n \"cap\": 0,\n \"financialYear\": 2021,\n \"labels\": [\n \"AtLimit\",\n \"TSBOverTBC\"\n ],\n \"position\": 0\n }\n ],\n \"openingDownsizer\": 0,\n \"peopleId\": \"8a009fa04d0e810e014d1c11f6610001\",\n \"totalSuperBalances\": [\n {\n \"amount\": 2198407.8,\n \"financialYear\": 2018\n },\n {\n \"amount\": 2378777.45,\n \"financialYear\": 2019\n },\n {\n \"amount\": 2585856.52,\n \"financialYear\": 2020\n },\n {\n \"amount\": 2556059.19,\n \"financialYear\": 2021\n }\n ]\n },\n {\n \"birthday\": \"1947-08-02\",\n \"concessionalContributions\": [\n {\n \"amount\": 0,\n \"cap\": 25000,\n \"carryForwardOrigins\": [\n {\n \"amount\": 0,\n \"financialYear\": 2019\n }\n ],\n \"cumulativeCarryForward\": 0,\n \"financialYear\": 2020,\n \"labels\": [\n \"UnderCap\",\n \"TSBOver500K\"\n ],\n \"maxCap\": 25000,\n \"position\": -25000,\n \"unusedCap\": 25000\n },\n {\n \"amount\": 0,\n \"cap\": 25000,\n \"carryForwardOrigins\": [\n {\n \"amount\": 0,\n \"financialYear\": 2019\n },\n {\n \"amount\": 25000,\n \"financialYear\": 2020\n }\n ],\n \"cumulativeCarryForward\": 0,\n \"financialYear\": 2021,\n \"labels\": [\n \"UnderCap\",\n \"TSBOver500K\"\n ],\n \"maxCap\": 25000,\n \"position\": -25000,\n \"unusedCap\": 25000\n }\n ],\n \"contributionAccountId\": 222241748024,\n \"downsizerAmount\": 0,\n \"downsizerCap\": 300000,\n \"firstName\": \"Mary\",\n \"lastName\": \"Jones\",\n \"memberAccountCode\": \"JONMAR30022A\",\n \"memberAccountId\": 173757,\n \"memberAccountStartDate\": \"2019-07-01\",\n \"nonConcessionalContributions\": [\n {\n \"amount\": 0,\n \"cap\": 0,\n \"financialYear\": 2020,\n \"labels\": [\n \"AtLimit\",\n \"TSBOverTBC\"\n ],\n \"position\": 0\n },\n {\n \"amount\": 0,\n \"cap\": 0,\n \"financialYear\": 2021,\n \"labels\": [\n \"AtLimit\",\n \"TSBOverTBC\"\n ],\n \"position\": 0\n }\n ],\n \"openingDownsizer\": 0,\n \"peopleId\": \"8a009ec44d0e83ba014d1c144e0d0003\",\n \"totalSuperBalances\": [\n {\n \"amount\": 1881474.32,\n \"financialYear\": 2020\n },\n {\n \"amount\": 1843837.5,\n \"financialYear\": 2021\n }\n ]\n }\n ],\n \"financialYear\": 2021,\n \"fundId\": \"8a009eba4dae37f3014db1c695380002\",\n \"fundName\": \"The BGL Training Fund\"\n}"}],"_postman_id":"fca2e985-8b5f-40c8-b49b-1f84b03e7f5a"},{"name":"Report - Member's Statement","id":"7ab143a3-98a2-4073-b7c2-01725d0f9284","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."}],"url":{"raw":"{{baseUrl}}/sf/funds/:fundId/reports/membersStatement?start={{start}}&end={{end}}","host":["{{baseUrl}}"],"path":["sf","funds",":fundId","reports","membersStatement"],"query":[{"key":"start","value":"{{start}}","description":"[REQUIRED] Start Date of Report. Expected format : YYYY/MM/DD"},{"key":"end","value":"{{end}}","description":"[REQUIRED] End Date of Report. Expected format : YYYY/MM/DD"}],"variable":[{"key":"fundId","value":"{{fundId}}","description":"[REQUIRED] Unique ID for the fund."}]},"description":"The Member's Statement will report each Member Account's balances, movement, Preservation components and Taxation components for a period. \n
\n
\n\n### API Scopes \nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n- investment\n- audit\n- smsf_partner\n\n### Response Body\n\n| Key | Type | Comments |\n|---- | ----| ----|\n| accounts | array | see accounts array | \n| addressId | String |UniqueID of address for a firm. If the address is used for multiple people or companies the id will be the same. |\n| country | String |Address - Country |\n| dob | Date | Person's Date of birth. ISO 8601 date https://en.wikipedia.org/wiki/ISO_8601 |\n| email | string | Person's email address if known | \n| firstName | string | Perosn's first name | \n| lastName | string | Person's last name | \n| otherName | string | Person's other/middle names |\n| peopleId | string | UniqueID of the person for a firm. If a person is used for multiple companies or funds the id will be the same.|\n| phone | phone | person's phone number if known |\n| postcode | string | Address - Postcode |\n| state\t| string |\tList in ( VIC, NSW, QLD, WA, NSW, ACT, TAS, FOR) |\n|streetLine1 |\tString |\tAddress - Street Line 1 |\n|streetLine2 |\tString |\tAddress - Street Line 2 |\n| suburb |\tString |\tAddress - Suburb |\n| tfn |\tString |\twill return 'Provided' or 'Not Provided' |\n| title |\tString |\tTitle if known |\n\n**Accounts Array**\n\n| Key | Type | Comments |\n|---- | ----| ----|\n|accountDescription\t|String\t|Freeform description of account entered by the user|\n|accountPhase|\tObject\t|\"Accumulation\" or \"RetirementPhase\"|\n|accountType\t|Object\t|\"Accumulation\" or \"Pension\". A TRIS will always be regarded as a Pension for this field.|\n|balanceClosing |number |\tAccount Balance as at End Date requested |\n|balanceOpening\t| Number|\tAccount Balance as at Start Date requested |\n|balancePreserved |\tnumber |\tPreserved balance as at end date. |\n|balanceRestrictedNonPreserved|\tnumber\t|Restricted Non Preserved as at end date. |\n|balanceTaxable\t|number|\tMember's Taxable balance as at the end date. |\n|balanceTaxFree\t|number|\tMember's Tax-Free balance as at the end date. |\n|balanceUnrestrictedNonPreserved\t|number\t|Unrestricted Non Preserved balance as at end date. |\n|beneficiaries|\tArray|\tSee below|\n|decreaseBenefitsPaidTransfersOut|\tnumber|\tTotal Benefits Paid/Transfers Out recorded for the period|\n|decreaseContributionsTax|\tnumber|\tTotal Contributions Tax recorded for the period|\n|decreaseDivision293Tax\t|number|\tTotal Division 293 Tax recorded for the period|\n|decreaseExcessContributionsTax\t|number\t|Total Excess Contributions Tax recorded for the period|\n|decreaseIncomeTax|\tnumber\t|Total Income Tax recorded for the period|\n|decreaseInsurancePolicyPremiums|\tnumber\t|Total Insurance Policy Premiums Paid recorded for the period|\n|decreaseInternalTransferOut |\tnumber|\tTotal Internal Transfer Out recorded for the period|\n|decreaseManagementFees|\tnumber|\tTotal Management Fees recorded for the period|\n|decreaseMemberExpenses\t|number\t|Total Member Expenses recorded for the period|\n|decreaseNoTFN ExcessTax\t|number|\tTotal No TFN Excess Contributions Tax recorded for the period|\n|decreasePensionsPaid|\tnumber|\tTotal Pensions Paid recorded for the period|\n|decreaseRefundExcessContributions|\tnumber|\tTotal Refund Excess Contributions recorded for the period|\n|decreaseSuperannuationSurchargeTax\t|number|\tTotal Superannuation Surcharge Tax recorded for the period|\n|endDate|\tDate|\tIf the account has been closed then the date is returned|\n|increaseEmployerContributions|\tnumber|\tTotal Employer Contributions recorded for the period|\n|increaseGovernmentCoContributions\t|number\t|Total Government Co-Contributions recorded for the period|\n|increaseInternalTransferIn\t|number|\tTotal Internal Transfer In recorded for the period|\n|increaseNetEarnings\t|number|\tTotal Net Earnings recorded for the period|\n|increasePersonalContributionsConcessional\t|number|\tTotal Personal Concessional Contributions recorded for the period|\n|increasePersonalContributionsNonConcessional\t|number|\tTotal Personal NCC Contributions recorded for the period|\n|increaseProceedsOfInsurancePolicies\t|number|\tTotal Proceeds of Insurance Policies recorded for the period|\n|increaseTransfersIn\t|number|\tTotal Transfers In recorded for the period|\n|memberCode\t|String\t|Member Code of Member Account recorded for the period|\n|nominationBinding \t|boolean|\tFor Death Benefit Nominations, has been created as binding or non-binding|\n|nominationTimeframe\t|String|\t\"3 year Lapsing\" or \"Non Lapsing\". Used for Death Benefit Nominations|\n|nominationEndDate\t|Date|\tUsed for Death Benefit Nominations|\n|pensionSetupWithReversionaryBeneficiary\t|boolean|\t\"True\" or \"False: Has Pension been setup with a Reversionary Beneficiary|\n|pensionType\t|Object\t|List in (Accumulation = \"null\", Account-Based Pension = \"AccountBasedPension\", Market Linked Pension = \"MarketLinkedPension\", TRIS (Retirement Phase) = \"TRISRetirementPhase\", Transition to Retirement Pension = \"TransitionToRetirement\", Allocated Pension = \"AllocatedPension\", Complying Pension = \"ComplyingPension\")|\n|startDate|\tDate\t|The date the member account commenced in the fund|\n|taxFreeProportion|\tNumber|\tThe tax-free percentage of the member's account balance will display. This amount is automatically calculated based on the taxable and tax-free components of the member's balances upon pension commencement.|\n|totalDeathBenefit\t|Number|\tAccount Entitlement in the event of death. |\n|totalDisbabilityBenefit|\tNumber|\tAccount Entitlement in the event of a Permanent Disability. |\n|vestedBenefits|\tNumber|\tSuperannuation is said to vest in a member when the member becomes legally entitled to it|\n\n**Beneficiaries Array**\n\n| Key | Type | Comments |\n|---- | ----| ----|\n|firstName\t|String|\tPerson's first name|\n|lastName\t|String|\t|Person's last name|\n|nominationLastModified\t|Date|\tDate and time Beneficiary details were last modified. |\n|otherName\t|String|\tPerson's other/middle names|\n|peopleId\t|String|\tUniqueID of the person for a firm. If a person is used for multiple companies or funds the id will be the same.|\n|relationship\t|String|\tUser Entered e.g \"Spouse\"|\n|proportion\t|Number|\t1-100%|"},"response":[{"id":"9a7b0d65-2b4f-4ebc-8713-c0ddae150952","name":"200 - Report - Member's Statement","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."}],"url":{"raw":"{{baseUrl}}/sf/funds/:fundId/reports/membersStatement?start={{start}}&end={{end}}","host":["{{baseUrl}}"],"path":["sf","funds",":fundId","reports","membersStatement"],"query":[{"key":"start","value":"{{start}}","description":"[REQUIRED] Start Date of Report. Expected format : dd/MM/yyyy"},{"key":"end","value":"{{end}}","description":"[REQUIRED] End Date of Report. 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\"balanceClosing\": 542290,\n \"balanceOpening\": 535467,\n \"balancePreserved\": 0,\n \"balanceRestrictedNonPreserved\": 0,\n \"balanceTaxFree\": 62779,\n \"balanceTaxable\": 479511,\n \"balanceUnrestrictedNonPreserved\": 542290,\n \"beneficiaries\": [\n {\n \"firstName\": \"Mary\",\n \"lastName\": \"Jones\",\n \"nominationLastModified\": \"2020-09-14\",\n \"otherName\": null,\n \"peopleId\": \"8ad08b356cf44a92016cf597be3a003a\",\n \"proportion\": 100,\n \"relationship\": \"Wife\"\n }\n ],\n \"decreaseBenefitsPaidTransfersOut\": 0,\n \"decreaseContributionsTax\": 0,\n \"decreaseDivision293Tax\": 0,\n \"decreaseExcessContributionsTax\": 0,\n \"decreaseIncomeTax\": 0,\n \"decreaseInsurancePolicyPremiums\": 0,\n \"decreaseInternalTransferOut\": 0,\n \"decreaseManagementFees\": 0,\n \"decreaseMemberExpenses\": 0,\n \"decreaseNoTFNExcessTax\": 0,\n \"decreasePensionsPaid\": 0,\n \"decreaseRefundExcessContributions\": 0,\n \"decreaseSuperannuationSurchargeTax\": 0,\n \"endDate\": \"\",\n \"increaseEmployerContributions\": 0,\n \"increaseGovernmentCoContributions\": 0,\n \"increaseInternalTransferIn\": 0,\n \"increaseNetEarnings\": 6823,\n \"increaseOtherContributions\": 0,\n \"increasePersonalContributionsConcessional\": 0,\n \"increasePersonalContributionsNonConcessional\": 0,\n \"increaseProceedsOfInsurancePolicies\": 0,\n \"increaseTransfersIn\": 0,\n \"memberCode\": \"JONJOH00001P\",\n \"nominationBinding\": true,\n \"nominationEndDate\": null,\n \"nominationTimeframe\": \"NonLapsing\",\n \"pensionSetupWithReversionaryBeneficiary\": false,\n \"pensionType\": \"AccountBasedPension\",\n \"startDate\": \"1994-06-14\",\n \"taxFreeProportion\": 11.58,\n \"totalDeathBenefit\": 1542290,\n \"totalDisbabilityBenefit\": 0,\n \"vestedBenefits\": 542290\n },\n {\n \"accountDescription\": \"Accumulation\",\n \"accountPhase\": \"Accumulation Phase\",\n \"accountType\": \"Accumulation\",\n \"balanceClosing\": 546206,\n \"balanceOpening\": 519362,\n \"balancePreserved\": 0,\n \"balanceRestrictedNonPreserved\": 0,\n \"balanceTaxFree\": 520000,\n \"balanceTaxable\": 26206,\n \"balanceUnrestrictedNonPreserved\": 546206,\n \"beneficiaries\": [],\n \"decreaseBenefitsPaidTransfersOut\": 0,\n \"decreaseContributionsTax\": 3750,\n \"decreaseDivision293Tax\": 0,\n \"decreaseExcessContributionsTax\": 0,\n \"decreaseIncomeTax\": 1035,\n \"decreaseInsurancePolicyPremiums\": 0,\n \"decreaseInternalTransferOut\": 0,\n \"decreaseManagementFees\": 0,\n \"decreaseMemberExpenses\": 0,\n \"decreaseNoTFNExcessTax\": 0,\n \"decreasePensionsPaid\": 0,\n \"decreaseRefundExcessContributions\": 0,\n \"decreaseSuperannuationSurchargeTax\": 0,\n \"endDate\": \"\",\n \"increaseEmployerContributions\": 0,\n \"increaseGovernmentCoContributions\": 0,\n \"increaseInternalTransferIn\": 0,\n \"increaseNetEarnings\": 6629,\n \"increaseOtherContributions\": 0,\n \"increasePersonalContributionsConcessional\": 25000,\n \"increasePersonalContributionsNonConcessional\": 0,\n \"increaseProceedsOfInsurancePolicies\": 0,\n \"increaseTransfersIn\": 0,\n \"memberCode\": \"JONJOH00002A\",\n \"nominationBinding\": false,\n \"nominationEndDate\": null,\n \"nominationTimeframe\": null,\n \"pensionSetupWithReversionaryBeneficiary\": false,\n \"pensionType\": null,\n \"startDate\": \"1994-06-14\",\n \"taxFreeProportion\": null,\n \"totalDeathBenefit\": null,\n \"totalDisbabilityBenefit\": null,\n \"vestedBenefits\": 546206\n }\n ],\n \"addressId\": \"18435\",\n \"country\": \"AUSTRALIA\",\n \"dob\": \"1947-09-05\",\n \"email\": null,\n \"firstName\": \"John\",\n \"lastName\": \"Jones\",\n \"otherName\": null,\n \"peopleId\": \"8ad08bf35f7b8296015fb8492c2200dd\",\n \"phone\": \"0396960000\",\n \"postcode\": \"3205\",\n \"state\": \"VICTORIA\",\n \"streetLine1\": \"12 Market Street\",\n \"streetLine2\": null,\n \"suburb\": \"South Melbourne\",\n \"tfn\": \"Provided\",\n \"title\": null\n },\n {\n \"accounts\": [\n {\n \"accountDescription\": \"Accumulation\",\n \"accountPhase\": \"Accumulation Phase\",\n \"accountType\": \"Accumulation\",\n \"balanceClosing\": 977776,\n \"balanceOpening\": 843027,\n \"balancePreserved\": 968652,\n \"balanceRestrictedNonPreserved\": 0,\n \"balanceTaxFree\": 414235,\n \"balanceTaxable\": 563541,\n \"balanceUnrestrictedNonPreserved\": 9124,\n \"beneficiaries\": [],\n \"decreaseBenefitsPaidTransfersOut\": 0,\n \"decreaseContributionsTax\": 2010,\n \"decreaseDivision293Tax\": 0,\n \"decreaseExcessContributionsTax\": 0,\n \"decreaseIncomeTax\": 1688,\n \"decreaseInsurancePolicyPremiums\": 0,\n \"decreaseInternalTransferOut\": 0,\n \"decreaseManagementFees\": 0,\n \"decreaseMemberExpenses\": 0,\n \"decreaseNoTFNExcessTax\": 0,\n \"decreasePensionsPaid\": 0,\n \"decreaseRefundExcessContributions\": 0,\n \"decreaseSuperannuationSurchargeTax\": 0,\n \"endDate\": \"\",\n \"increaseEmployerContributions\": 0,\n \"increaseGovernmentCoContributions\": 0,\n \"increaseInternalTransferIn\": 0,\n \"increaseNetEarnings\": 10812,\n \"increaseOtherContributions\": 0,\n \"increasePersonalContributionsConcessional\": 13400,\n \"increasePersonalContributionsNonConcessional\": 114235,\n \"increaseProceedsOfInsurancePolicies\": 0,\n \"increaseTransfersIn\": 0,\n \"memberCode\": \"JONMAR00001A\",\n \"nominationBinding\": false,\n \"nominationEndDate\": null,\n \"nominationTimeframe\": null,\n \"pensionSetupWithReversionaryBeneficiary\": false,\n \"pensionType\": null,\n \"startDate\": \"1994-06-14\",\n \"taxFreeProportion\": null,\n \"totalDeathBenefit\": 1977776,\n \"totalDisbabilityBenefit\": 0,\n \"vestedBenefits\": 977776\n }\n ],\n \"addressId\": \"18435\",\n \"country\": \"AUSTRALIA\",\n \"dob\": \"1948-08-17\",\n \"email\": null,\n \"firstName\": \"Mary\",\n \"lastName\": \"Jones\",\n \"otherName\": null,\n \"peopleId\": \"8ad08bf35f7b8296015fb8492c2900df\",\n \"phone\": \"0396960000\",\n \"postcode\": \"3205\",\n \"state\": \"VICTORIA\",\n \"streetLine1\": \"12 Market Street\",\n \"streetLine2\": null,\n \"suburb\": \"South Melbourne\",\n \"tfn\": \"Provided\",\n \"title\": null\n }\n ]\n}"}],"_postman_id":"7ab143a3-98a2-4073-b7c2-01725d0f9284"},{"name":"Report - Pension Summary","id":"d5bf5916-9325-4e99-b338-a2304443717d","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"GET","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/sf/funds/:fundId/reports/pensionSummary?financialYear={{financialYear}}","host":["{{baseUrl}}"],"path":["sf","funds",":fundId","reports","pensionSummary"],"query":[{"key":"financialYear","value":"{{financialYear}}","description":"[REQUIRED] The Financial Year of the report. Expected format : yyyy"}],"variable":[{"key":"fundId","value":"{{fundId}}","description":"[REQUIRED] Unique ID for the fund"}]},"description":"Allows you to retrieve a Pension Sumary for fund based on a Financial Year.\n\n### API Scopes \nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n- investment\n- audit\n- smsf_partner\n\n### Response\n\n\n**Fund Data**\n\n| Field | Data Type | Comments |\n| -------- | -------- | -------- |\n| financialYear | date | YYYY - The financial year of the report |\n| fundName | string | The name of the fund |\n| fundId | Text | The Fund Identificaion Number. This is unique across all of Simple Fund 360. |\n| fundAmountToReachMinimum | number | The total amount required for the fund to reach the minimum for all pensions. |\n| fundGrossPensionPayments | number | The total pension payments recorded for all pension members of the fund |\n| fundMinimum | number | The combined minimum amount for all pension members of the fund |\n| fundPensionPayments | number | The total pension payments recorded for all pension members of the fund less PAYG. |\n| fundPayg | number | The total PAYG withheld which has been recorded for all pension members |\n| pensions | array | see below |\n\n**Pensions Array**\n\n | Field | Data Type | Comments |\n| -------- | -------- | -------- |\n| peopleId | string | Unique Identifier of person in Simple Fund 360 |\n| contactId | string | Unique Identifier of person in Simple Fund 360 |\n| accounts | array | see below |\n\n**Accounts Array**\n\n | Field | Data Type | Comments |\n| -------- | -------- | -------- |\n| accountDescription | string | Description entered by the user for the Pension Account |\n| accountPhase | string | will return either \"Retirement Phase\" or \"Accumulation\" |\n| amountToReachMinimum | number | number of dollars required for this pension to reach the minimum |\n| endDate | date | yyyy-MM-dd : The end date of the pension if the account ceased during the Financial Year of the report. |\n| grossPensionPayments | number | The total pension payments recorded for this pension account for the Financial Year |\n| memberCode | string | The member code assigned to this Pension Account. This will also be equal to the sub-account code on other APIs |\n| minimum | number | The Minimum Pension amount required for this Pension Account for the Financial Year. |\n| maximum | number | The Maximum Pension amount (if applicable) required for this Pension Account for the Financial Year. |\n| netPensionPayments | number | The total pension payments recorded for this pension account for the Financial Year less PAYG payments |\n| note | string | Addtional details were pensionhas reverted |\n| openingBalance | number | The Balanace of the account as at July 1st of the Financial Year or the Penson startDate if the income stream commenced during the Financial Year. |\n| payg | number | The total PAYG amount withheld which has been recorded this Pension Account for the Financial Year. |\n| pensionType | string | Type of Pension |\n| reversionAccountCode | string | The Account Code, the Pension reverted from. |\n| reversionDate | date | Date original Pension reverted to Beneficiary |\n| reversionaryPensionDateOfDeath | Date | Date of death for orignal pension member |\n| startDate | date | The Start Date of this Pension |\n| taxFreeProportion | number | The Tax Free proportion recorded for this Pension Account |"},"response":[{"id":"51b7717e-b942-47f5-9fd5-8f8eff5be1e2","name":"200 Response - 2018 FY","originalRequest":{"method":"GET","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/sf/funds/:fundId/reports/pensionSummary?financialYear={{financialYear}}","host":["{{baseUrl}}"],"path":["sf","funds",":fundId","reports","pensionSummary"],"query":[{"key":"financialYear","value":"{{financialYear}}","description":"[REQUIRED] The Financial Year of the report. Expected format : yyyy"}],"variable":[{"key":"fundId","value":"{{fundId}}","description":"[REQUIRED] Unique ID for the fund"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Wed, 17 Jun 2020 02:20:25 GMT"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Transfer-Encoding","value":"chunked"},{"key":"Connection","value":"keep-alive"},{"key":"Server","value":"nginx"},{"key":"X-Rate-Daily-Limit-Remaining","value":"-1"},{"key":"vary","value":"accept-encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"X-Content-Type-Options","value":"nosniff"},{"key":"Content-Security-Policy","value":"frame-ancestors 'self' uat.sf360.com.au"},{"key":"X-Frame-Options","value":"ALLOW-FROM https://uat.sf360.com.au"}],"cookie":[],"responseTime":null,"body":"{\n \"financialYear\": \"2018\",\n \"fundAmountToReachMinimum\": 8320,\n \"fundGrossPensionPayments\": 16500,\n \"fundId\": \"8ad08af2632421da0163247db6d10005\",\n \"fundMinimum\": 24820,\n \"fundName\": \"Jones Retirement Fund\",\n \"fundPayg\": 0,\n \"fundPensionPayments\": 16500,\n \"pensions\": [\n {\n \"accounts\": [\n {\n \"accountDescription\": \"Account Based Pension\",\n \"accountPhase\": \"Retirement Phase\",\n \"amountToReachMinimum\": 30,\n \"endDate\": null,\n \"grossPensionPayments\": 0,\n \"maximum\": 0,\n \"memberCode\": \"JONJOH30020P\",\n \"minimum\": 30,\n \"netPensionPayments\": 0,\n \"note\": \"\",\n \"openingBalance\": 7962.53,\n \"payg\": 0,\n \"pensionType\": \"Account Based Pension\",\n \"reversionAccountCode\": null,\n \"reversionDate\": null,\n \"reversionaryPensionDateOfDeath\": null,\n \"startDate\": \"30/05/2018\",\n \"taxFreeProportion\": 0\n }\n ],\n \"contactId\": \"8a009e3b4cf98131014cf98b58750000\",\n \"peopleId\": \"8a009e3b4cf98131014cf98b587e0001\"\n },\n {\n \"accounts\": [\n {\n \"accountDescription\": \"Account Based Pension\",\n \"accountPhase\": \"Retirement Phase\",\n \"amountToReachMinimum\": 8290,\n \"endDate\": null,\n \"grossPensionPayments\": 16500,\n \"maximum\": 0,\n \"memberCode\": \"JONMAR30021P\",\n \"minimum\": 24790,\n \"netPensionPayments\": 16500,\n \"note\": \"\",\n \"openingBalance\": 500000,\n \"payg\": 0,\n \"pensionType\": \"Account Based Pension\",\n \"reversionAccountCode\": null,\n \"reversionDate\": null,\n \"reversionaryPensionDateOfDeath\": null,\n \"startDate\": \"04/07/2017\",\n \"taxFreeProportion\": 60\n }\n ],\n \"contactId\": \"8a009ec44d0e83ba014d1c144e0a0002\",\n \"peopleId\": \"8a009ec44d0e83ba014d1c144e0d0003\"\n }\n ]\n}"}],"_postman_id":"d5bf5916-9325-4e99-b338-a2304443717d"},{"name":"Report - Annual Return","id":"bbe6918a-f411-4916-80b7-e9bbbcfb970e","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{"clientSecret":"","clientId":"","accessTokenUrl":"https://api.uat.bgl360.com.au/oauth/token?scope=developer","authUrl":"https://integrations.uat.bgl360.com.au/u/oauth/authorize","scope":"developer","useBrowser":true}},"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"},{"key":"Cookie","value":"XSRF-TOKEN=201bcd10-afe1-4090-a6c6-d19796ffeb90; api_uat_bgl360_session_id=89A05AAE1F4E2054BD25A83CE5D12B2D-n1","type":"text","disabled":true}],"url":{"raw":"{{baseUrl}}/sf/funds/:fundId/exportAnnualReturn?financialYear={{financialYear}}","host":["{{baseUrl}}"],"path":["sf","funds",":fundId","exportAnnualReturn"],"query":[{"key":"financialYear","value":"{{financialYear}}","description":"[REQUIRED] Financial Year of Report. Expected format : YYYY"}],"variable":[{"key":"fundId","value":"{{fundId}}","description":"[REQUIRED] Unique ID for the fund. "}]},"description":"Allows you to retrieve the Annual Return for a specific entity.\n\n### API Scopes\n\nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resource\n\n- smsf_partner\n- bgl_partner\n \n\n### Entities Supported\n\nThe following entityTypes are supported\n\n- SMSF\n \n\nThe Annual Return endpoint provides all fields of the tax return for the specified financial year (2022 onward).\n\n\n\n###  Response\n\nNote - the following fields are for the 2023 financial year\n\n| Label | Data Type | Definition |\n| --- | --- | --- |\n| type | String | Form Type (SMSF, CGTS, LOSSES) |\n| version | String | Version Number |\n| supplier | String | Product Name |\n| supplierVersion | String | Version number of supplier |\n| targetYear | Date | Year of return |\n| periodStart | Date | Period Start date |\n| periodEnd | Date | Period end date |\n| tfn | Number | Self managed superannuation fund tax file number |\n| fundName | String | Self managed superannuation fund name |\n| abn | Number | Self managed superannuation fund Australian Business Number |\n| postalAddress_Line1 | String | Self managed superannuation fund current postal address- street name and number |\n| postalAddress_Line2 | String | Self managed superannuation fund current postal address line 2 |\n| postalAddress_LocalityName | String | Self managed superannuation fund current postal address - Suburb/Town |\n| postalAddress_State | String | Self managed superannuation fund current postal address - State |\n| postalAddress_PostCode | Number | Self managed superannuation fund current postal address - Postcode |\n| isAmendment | String | Annual Return status |\n| amendmentReason | String | Amendment Reason |\n| amendmentSequence | Number | Amendment sequence number |\n| amendmentType | String | Amendment type code |\n| isFirstReturn | String | Is this the first required return for a newly registered SMSF? |\n| auditorTitle | String | SMSF Auditor name title |\n| auditorGivenName | String | SMSF Auditor first name |\n| auditorOtherGivenName | String | SMSF Auditor other given name |\n| auditorFamilyName | String | SMSF Auditor family name |\n| auditorNameSuffix | String | SMSF Auditor name suffix |\n| auditorNumber | Number | SMSF auditor number (SAN) |\n| auditorAreaCode | Number | SMSF Auditor phone area code |\n| auditorPhoneNumber | Number | SMSF Auditor phone number |\n| auditorAddressLine1 | String | SMSF Auditor postal address - Street name and number line 1 |\n| auditorAddressLine2 | String | SMSF Auditor postal address- Street name and number line 2 |\n| auditorAddressLocalityName | String | SMSF Auditor current postal address - Suburb/Town |\n| auditorAddressState | String | SMSF Auditor current postal address - State/Territory |\n| auditorAddressPostcode | Number | SMSF Auditor current postal address - Postcode |\n| auditCompletedDate | Date | Date audit was completed? |\n| auditPartAQualified | String | Was Part A of the audit report qualified? |\n| auditPartBQualified | String | Was Part B of the audit report qualified? |\n| areAuditIssuesRectified | String | If the audit report was qualified, have the reported compliance issues been rectified? |\n| bankAccount_BSB | Number | Bank State Branch number |\n| bankAccount_AccountNumber | Number | Account Number |\n| bankAccount_AccountName | String | Account name |\n| fundInfoRefundToAccount | String | I would like my tax refunds made to this account' |\n| bankAccount_BSB_Refund | Number | Bank State Branch number |\n| bankAccount_AccountNumber_Refund | Number | Account.Number |\n| bankAccount_AccountName_Refund | String | AccountName. |\n| electronicAddressAlias | String | SMSF electronic service address |\n| isAustralianFund | String | Is the Self managed superannuation fund an Australian superannuation fund? |\n| isFundComplying | String | Complying Fund? |\n| fundBenefitStructure | String | What is the fund benefit structure code for the Self managed superannuation fund? |\n| doesFundAcceptGovernmentContribs | String | Does the fund trust deed allow for the acceptance of Government Superannuation Co-contributions and Low Income Superannuation Contributions? |\n| wasWoundUp | String | Was the fund wound up during the income year? |\n| woundUpDate | Date | The date the Self managed superannuation fund ceased operations, if it was wound up during the year |\n| haveObligationsBeenMet | String | If wound up, have all tax lodgment and payment obligations been met? |\n| didFundPayIncomeStream | String | Did the fund pay an income stream to one or more members in the income year? |\n| exemptPensionIncome | Number | Exempt current pension income |\n| exemptPensionIncomeMethod | String | Which method did you use to calculate your exempt current pension income? |\n| wasActuarialCertificateObtained | String | Where the assets were unsegregated, can you confirm you obtained an actuarial certificate to calculate exempt current pension income? |\n| hasOtherAssessableIncome | String | Did the fund have any other income that was assessable? |\n| isCapitalGain | String | Did the self managed superannuation fund have a Capital Gains Tax event during the year? |\n| isExemptionOrRolloverApplied | String | Have you applied an exemption or rollover? |\n| exemptionOrRolloverCode | String | Type of exemption or rollover applied |\n| netCapitalGain | Number | Net capital gains income |\n| rentLeasingAndHiringIncome | Number | Gross rent and other leasing and hiring income |\n| grossInterest | Number | Gross interest income |\n| fmisIncome | Number | Forestry managed investment scheme income |\n| grossForeignIncome | Number | Gross foreign income |\n| netForeignIncome | Number | Net foreign income |\n| ausFrankingCreditsFromNZCompany | Number | Australian franking credis from a New Zealand company income |\n| transfersFromForeignFunds | Number | Transfers from foreign funds income |\n| transfersFromForeignFundsNumber | Number | The number of transfers from foreign funds that make up the foreign funds income |\n| grossPaymentsNoABN | Number | Gross Payments where ABN not quoted income |\n| distributionFromPartnerships | Number | Gross distribution from partnerships income |\n| unfrankedDividends | Number | Unfranked dividend income amount |\n| frankedDividends | Number | Franked dividend income amount |\n| dividendFrankingCredit | Number | Dividend franking credit |\n| distributionFromTrustsAmount | Number | Gross distributions from trusts income |\n| distributionFromTrustsCompanyType | String | Gross distribution from trust income action code |\n| assessableEmployerContributions | Number | Assessable employer contributions |\n| assessablePersonalContributions | Number | Assessable personal contributions |\n| noTfnQuotedContributions | Number | Assessable contributions - TFN- not quoted contributions |\n| transferOfLiability | Number | The transfer of liability to a Life Insurance Company or Pooled Superannuation Trust |\n| totalAssessableContributions | Number | Total assessable contributions |\n| otherIncome | Number | Other income |\n| otherIncomeCode | String | Other income action code |\n| assessableIncomeFromChangedStatus | Number | Assessable income due to a changed tax status of the fund |\n| nonArmsLengthCompanyDividends | Number | Net non- arm's length private company dividends income |\n| nonArmsLengthTrustDistributions | Number | Net non-arm's length trust distributions income |\n| nonArmsLengthOtherIncome | Number | Net other non-arm's length income |\n| totalNonArmsLengthIncome | Number | Total non-arm's length income |\n| exemptCurrentPensionIncome | Number | Exempt current pension income |\n| grossIncome | Number | Gross Income Amount |\n| totalAssessableIncome | Number | Assessable Income Amount |\n| australianInterestExpensesDeductible | Number | Interest expenses within Australia - deductions |\n| australianInterestExpensesNonDeductible | Number | Interest expenses within Australia - non-deductible expenses |\n| foreignInterestExpensesDeductible | Number | Interest expenses overseas - deductions |\n| foreignInterestExpensesNonDeductible | Number | Interest expenses overseas - non-deductible expenses |\n| capitalWorksDeductible | Number | Capital works expenditure - deductions |\n| capitalWorksNonDeductible | Number | Capital works expenditure - non-deductible expenses |\n| totalDepreciationDeductible | Number | Decline in value of depreciating assets - deduction |\n| totalDepreciationNonDeductible | Number | Decline in value of depreciating assets - non-deductible expenses |\n| insurancePremiumsDeductible | Number | Insurance premiums - members - deduction |\n| insurancePremiumsNonDeductible | Number | Insurance premiums - members - non-deductible expenses |\n| auditorFeeDeductible | Number | SMSF auditor fee - deduction |\n| auditorFeeNonDeductible | Number | SMSF auditor fee - non deductible expenses |\n| investmentExpensesDeductible | Number | Investment expenses - deduction |\n| investmentExpensesNonDeductible | Number | Investment expenses - non-deductible expenses |\n| adminExpensesDeductible | Number | Management and administration expenses - deduction |\n| adminExpensesNonDeductible | Number | Management and administration expenses - non-deductible expenses |\n| fmisExpensesDeductible | Number | Forestry managed investment scheme expense - deduction |\n| fmisExpensesNonDeductible | Number | Forestry managed investment scheme expense - non-deductible expense |\n| otherDeductible | Number | Other amounts - deductions |\n| otherNonDeductible | Number | Other amounts - non-deductible expenses |\n| otherDeductibleCode | String | Other amounts action code - deductions |\n| otherNonDeductibleCode | String | Other amounts action code - non-deductible expenses |\n| taxLossesDeductible | Number | Tax losses deducted |\n| totalDeductions | Number | Total deductions |\n| totalNonDeductibleExpenses | Number | Total non-deductible expenses |\n| taxableIncomeOrLoss | Number | Taxable income or loss |\n| totalSMSFExpenses | Number | Total SMSF expenses |\n| taxOnTaxableIncome | Number | Tax on taxable income |\n| taxOnNoTFNContributions | Number | Tax on No-TFN-quoted contributions |\n| grossTax | Number | Gross tax |\n| calcStmtNRNCFITO | Number | Foreign income tax offset |\n| calcStmtNRNCRebatesOffsets | Number | Rebates and tax offsets |\n| nonRefundableNonCarryFwdTaxOffsets | Number | Non-refundable non-carry forward tax offsets |\n| calcStmtNRCESVCLPOffset | Number | Early stage venture capital limited partnership tax offset |\n| calcStmtNRCEarlyStageVentureCapitalOffsetPYCarriedForward | Number | Early stage venture capital limited partnership tax offset carried forward from previous year |\n| calcStmtNRCEarlyStageInvestorOffset | Number | Early stage investor tax offset |\n| calcStmtNRCEarlyStageInvestorOffsetPYCarriedForward | Number | Early stage investor tax offset carried forward from previous year |\n| nonRefundableCarryFwdTaxOffsets | Number | Non-refundable carry forward tax offsets |\n| calcStmtSubtotal1 | Number | Subtotal |\n| calcStmtRComplyingFundsFrankingCreditOffset | Number | Complying fund's franking credits tax offset |\n| calcStmtRNRAS | Number | National rental affordability scheme tax offset |\n| calcStmtRNoTFNOffset | Number | No-TFN tax offset |\n| alcStmtRExplorationCreditTaxOffset | Number | Exploration credit tax offset |\n| refundableTaxOffsets | Number | Refundable tax offsets |\n| creditForTaxWithheldCloselyHeldTrust | Number | Credit for TFN amounts withheld from payments from closely held trusts |\n| creditForInterestOnNoTFNOffset | Number | Credit for interest on no-TFN tax offset |\n| creditNonIndividualNoTFNorABN | Number | Credit for tax withheld - where ABN or TFN not quoted (non individual) |\n| creditForTaxWithheldFRW | Number | Credit for tax withheld - foreign resident withholding |\n| creditForTaxWithheldFRWCapGain | Number |  Credit for amounts withheld from foreign resident capital gains withholding |\n| eligibleCredits | Number | Total Eligible Credits |\n| remainingRefundableTaxOffsets | Number | Tax offset refunds |\n| taxPayable | Number | Tax payable |\n| supervisoryLevy | Number | Supervisory Levy |\n| supervisoryLevyWoundUpAdjustment | Number | Supervisory levy adjustment for wound up funds |\n| supervisoryLevyNewFundAdjustment | Number | Supervisory levy adjustment for newly registered funds |\n| section102AAMInterest | Number | Section 102AAM interest charge |\n| paygInstalmentsRaised | Number | PAYG instalments raised |\n| **transactionDetail** |  **ARRAY** | **Transactional breakdown of PAYG Instalment raised** |\n| taxReturnAmt | Number | Amount due or refundable |\n| taxLossesCarriedForward | Number | Tax losses carried forward to later income years |\n| netCapitalLossesCarriedForward | Number | Net capital losses carried forward to later income years |\n| assetsListedTrusts | Number | Australian managed investment asset- Listed trusts |\n| assetsUnlistedTrusts | Number | Australian managed investment asset- Unlisted trusts |\n| assetsInsurancePolicy | Number | Australian managed investment asset- life insurance policies |\n| assetsOtherManagedInvestments | Number | Australian managed investment asset- other managed investments |\n| assetsCash | Number | Australian direct investments assets- Cash and term deposits |\n| assetsDebtSecurities | Number | Australian direct investments assets- Debt securities |\n| assetsLoans | Number | Australian direct investments assets - loans |\n| assetsListedShares | Number | Australian direct investments assets- Listed shares |\n| assetsUnlistedShares | Number | Australian direct investments assets- Unlisted shares |\n| assetsLRBAAustResidentialProperty | Number | Limited recourse borrowing arrangements - Australian residential real property |\n| assetsLRBAAustNonResidentialProperty | Number | Limited recourse borrowing arrangements - Australian non-residential real property |\n| assetsLRBAOverseasProperty | Number | Limited recourse borrowing arrangements - Overseas real property |\n| assetsLRBAAustShares | Number | Limited recourse borrowing arrangements - Australian shares |\n| assetsLRBAOverseasShares | Number | Limited recourse borrowing arrangements - Overseas shares |\n| assetsLRBAOther | Number | Limited recourse borrowing arrangements - Other |\n| assetsLRBATotal | Number | Limited recourse borrowing arrangements |\n| assetsLRBAPropertyCount | Number | Property Count |\n| assets_NonResidentialProperty | Number | Australian direct investments assets - Non residential real property |\n| assetsResidentialProperty | Number | Australian direct investments assets - Residential real property |\n| assetsCollectiblesPersonalUse | Number | Collectables and personal use assets |\n| assetsOtherAssets | Number | Australian direct investments assets - Other assets |\n| assetsCryptoCurrency | Number | Crypto Currency |\n| assetsOverseasShares | Number | Overseas direct investments- Overseas shares |\n| assetsOverseasNonResidentialProperty | Number | Overseas direct investments- Overseas non residential real property |\n| assetsOverseasResidentialProperty | Number | Overseas direct investments- Overseas residential real property |\n| assetsOverseasManagedInvestments | Number | Overseas direct investments- Overseas managed investments |\n| assetsOverseasOther | Number | Overseas direct investments- Overseas Other assets |\n| assetsTotal | Number |
|\n| hasInHouseAssets | String | Did the fund have a loan to, lease to or investment in, related parties (known as in-house assets) at the end of the income year? |\n| assetsInHouseAssets | Number | Amount that the fund had loaned to, leased to or invested in, related parties (known as in-house assets) at the end of the income year |\n| liabilitiesLRBALicensedFI | String | If the fund had an LRBA were the LRBA borrowings from a licensed financial institution? |\n| liabilitiesLRBAPersGuarantee | String | Did the members or related parties of the fund use personal guarantees or other security for the LRBA? |\n| liabilitiesLRBAAmount | Number | Borrowings for limited recourse borrowing arrangements |\n| liabilitiesTempBorrowings | Number | Permissible temporary borrowings |\n| liabilitiesOtherBorrowings | Number | Other borrowings |\n| liabilitiesBorrowings | Number | Borrowings |\n| liabilitiesTotalMemberBalances | Number | Total member closing account balances |\n| liabilitiesReserveAccounts | Number | Reserve accounts |\n| liabilitiesOther | Number | Other liabilities |\n| liabilitiesTotal | Number | Total Liabilities |\n| tofaTotalGains | Number | Total taxation of financial arrangements gains |\n| tofaTotalLosses | Number | Total taxation of financial arrangements losses |\n| familyTrustYear | Date | If making a family trust election, provide the income year of the election. |\n| familyTrustRevocation | String | If varying or revoking a family trust election, provide the appropriate code |\n| interposedYear | Date | If making an interposed entity election, provide the specified income year |\n| interposedRevocation | String | If revoking an interposed entity election, provide the appropriate code |\n| isNonIndividualTrustee | String | Non Individual Trustee  |\n| trusteeTitle | String | Trustee or director name title |\n| trusteeNameSuffix | String | Trustee or director name suffix |\n| trusteeFamilyName | String | Trustee or director family name |\n| trusteeGivenName | String | Trustee or director first name |\n| trusteeOtherGivenName | String | Trustee or director other given names |\n| trusteeOrganisationName | String | Non individual trustee name |\n| trusteeAbn | Number | ABN of non-individual trustee |\n| trusteeAreaCode | Number | Trustee or director phone area code |\n| trusteePhoneNumber | Number | Trustee or director phone number |\n| trusteeEmail | String | Trustee or director e-mail address |\n| contactName | String | Contact name |\n| agentName | String | Tax Agent name |\n| agentPhoneAreaCode | Number | Tax agent's phone area code |\n| agentPhoneNumber | Number | Tax agent's telephone number |\n| agentPracticeName | String | Tax agent's practice name |\n| agentGivenName | String | Tax agent first given name |\n| agentOtherGivenName | String | Tax agent other given names |\n| agentFamilyName | String | Tax agent family name |\n| agentTitle | String | Tax Agent Title |\n| agentSuffix | String | Tax agent name suffix |\n| reportCompletionHours | Number | Hours taken to prepare and complete this form |\n| disclosuresText | String | Additional Information Schedule (Schedule A) |\n| **members** | **ARRAY** | **Members of the Fund** |\n| **Schedules** | **ARRAY** | **CGT and/or Losses Schedules** |\n\n\n\n### Transaction Detail Array\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| transactionDate | Date | Date of transaction |\n| accountcode | Number | Chart of account code |\n| accountname | String | Chart of account name |\n| amount | Number | Transaction Amount |\n\n### Members Array\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| itemOrder | Number | Member number (EG- 1-13) |\n| tfn | Number | Member tax file number |\n| accountStatus | String | Member account status |\n| personNameTitle | String | Member name title |\n| personNameSuffix | String | Member  name suffix |\n| personNameFamilyName | String | Member family name |\n| personNameGivenName | String | Member - First given name |\n| personNameOtherGivenName | String | Member other given names |\n| dateOfBirth | Date | Member date of birth |\n| dateOfDeath | Date | Member date of death |\n| employerContributions | Number | Member employer contributions |\n| principalEmployerABN | Number | ABN of the member's principal employer |\n| personalContributions | Number | Member personal contributions |\n| cgtRetirementExemption | Number | Member Capital Gains Tax small business retirement exemption |\n| cgt15YearExemption | Number | Member contributions - Capital Gains Tax small business 15 year exemption amount |\n| personalInjuryElection | Number | Member contributions - personal injury election |\n| childAndSpouseContributions | Number | Member spouse and child contributions |\n| otherThirdPartyContribs | Number | Other third party contributions |\n| memberProceedsFromPriResiDisposal | Number | Proceeds from disposal of primary residence |\n| memberProceedsFromPriResiDisposalReceiptDate | Date | Proceeds from primary residence disposal- receipt date |\n| assessableForeignSuper | Number | Member contributions- assessable foreign superannuation fund amount |\n| nonAssessableForeignSuper | Number | Member contributions- Non-assessable foreign superannuation fund amount |\n| transferFromReserveAssessable | Number | Member contributions- transfer from reserve: assessable amount |\n| transferFromReserveNonAssessable | Number | Member contributions- transfer from reserve: non-assessable amount |\n| contribsFromNonComplyingFunds | Number | Contributions from non-complying funds and previously non-complying funds |\n| otherContributions | Number | Member - any other contributions (including Super Co-contributions and Low Income Superannuation Contributions) |\n| totalContributions | Number | Member - Total contributions |\n| allocatedEarningsOrLosses | Number | Member other transactions- allocated earnings or losses |\n| inwardRollovers | Number | Inward rollovers and transfers |\n| outwardRollovers | Number | Outward rollovers and transfers |\n| lumpSumPayment | Number | Member other transactions - Lump Sum payments |\n| lumpSumPaymentCode | String | Member other transactions - Lump Sum payments code |\n| incomeStreamPayment | Number | Member other transactions - Income Stream payments |\n| incomeStreamPaymentCode | String | Member other transactions - Income Stream payments code |\n| closingBalance | Number | Member - Closing account balance |\n\n### Schedules Array (Type= LOSSES)\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| taxLossesCFPY0 | Number | Tax loss carried forward from previous year 0 |\n| taxLossesCFPY1 | Number | Tax loss carried forward from previous year 1 |\n| taxLossesCFPY2 | Number | Tax loss carried forward from previous year 2 |\n| taxLossesCFPY3 | Number | Tax loss carried forward from previous year 3 |\n| taxLossesCFPY4 | Number | Tax loss carried forward from previous year 4 |\n| taxLossesCFPY5 | Number | Tax loss carried forward from previous year 5 |\n| capitalLossesCFPY0 | Number | Net capital loss carried forward from previous year 0 |\n| capitalLossesCFPY1 | Number | Net capital loss carried forward from previous year 1 |\n| capitalLossesCFPY2 | Number | Net capital loss carried forward from previous year 2 |\n| capitalLossesCFPY3 | Number | Net capital loss carried forward from previous year 3 |\n| capitalLossesCFPY4 | Number | Net capital loss carried forward from previous year 4 |\n| capitalLossesCFPY5 | Number | Net capital loss carried forward from previous year 5 |\n| passedOwnershipTestPY0 | String | Passed ownership test from previous year 0  |\n| passedOwnershipTestPY1 | String | Passed ownership test from previous year 1 |\n| passedOwnershipTestPY2 | String | Passed ownership test from previous year 2 |\n| passedOwnershipTestPY3 | String | Passed ownership test from previous year 3 |\n| passedOwnershipTestPY4 | String | Passed ownership test from previous year 4 |\n| passedOwnershipTestPY5 | String | Passed ownership test from previous year 5 |\n| taxLossesDeductedFailedOwnershipTest | Number | Amount of Tax losses deducted/applied for which the continuity of majority ownership test is not passed but the business continuity test is satisfied - excludes film losses |\n| capitalLossesDeductedFailedOwnershipTest | Number | Amount of net capital losses deducted/applied for which the continuity of majority ownership test is not passed but the business continuity test is satisfied - excludes film losses |\n| taxLossesCFMustPassSameBusinessTest | Number | Losses carried forward for which the business continuity test must be satisfied before they can be deducted/applied in later years - excludes film losses |\n| capitalLossesCFMustPassSameBusinessTest | Number | Net capital losses carried forward for which the business continuity test must be satisfied before they can be deducted/applied in later years - excludes film losses |\n| doCYLossProvisionsApply | String | Do current year loss provisions apply? |\n| hasChangeoverEventOccurred | String | Has a changeover time occurred in relation to the company after 1.00pm by legal time in the Australian Capital Territory on 11 November 1999? |\n| hasPassedMaxNetAssetTest | String | At the changeover time did the company satisfy the maximum net asset value test under section 152-15 of ITAA 1997? |\n| hasUnrealisedNetLoss | String | If you printed X in the No box at M, has the company determined it had an unrealised net loss at the changeover time? |\n| unrealisedNetLoss | Number | what was the amount of unrealised net loss calculated under section 165‑115E of ITAA 1997? |\n| taxLossesCFLifeInsurance | Number | Complying superannuation class tax losses carried forward to later income years |\n| capitalLossesCFLifeInsurance | Number | Complying superannuation net capital losses carried forward to later income years |\n| cfcLossesCurrentYear | Number | Current year Controlled Foreign Company losses |\n| cfcLossesDeducted | Number | Controlled Foreign Company losses deducted |\n| cfcLossesCarriedForward | Number | Controlled Foreign Company carried forward |\n| recoLossesBroughtForward | Number | Balance of tax losses brought forward from the prior income year |\n| recoLossesFromInfrastructureProjects | Number | Uplift of tax losses of designated infrastructure project entities |\n| recoNetDebtForgiven | Number | Net forgiven amount of debt |\n| recoTaxLossIncurredCY | Number | Tax loss incurred (if any) during current year |\n| recoTaxLossFromExcessFrankingCredits | Number | Tax loss amount from conversion of excess franking offsets |\n| recoNetExemptIncome | Number | Net exempt income |\n| recoTaxLossesForgone | Number | Tax losses forgone |\n| recoTaxLossesDeducted | Number | Tax losses deducted |\n| recoTaxLossesTransferredOut | Number | Tax losses transferred out under Subdivision 170-A |\n| recoTaxLossesCF | Number | Total tax losses carried forward to later income years |\n\n### Schedules Array (Type= CGTS)\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| gainListedShares | Number | Shares in companies listed on an Australian securities exchange |\n| gainOtherShares | Number | Other shares |\n| gainListedUnitTrust | Number | Units in unit trusts listed on an Australian securities exchange |\n| gainOtherUnits | Number | Other units |\n| gainAUSProperty | Number | Real estate situated in Australia |\n| gainOSProperty | Number | Other real estate |\n| gainCGTDistributions | Number | Amount of capital gains from a trust (including a managed fund) |\n| gainCollectables | Number | Collectables |\n| gainOther | Number | Other CGT assets and any other CGT events |\n| capitalGainAmountDeferred | Number | Amount of capital gain previously deferred under transitional CGT relief for superannuation funds |\n| gainTotal | Number | Total current year capital gains |\n| lossListedShares | Number | Shares in companies listed on an Australian securities exchange |\n| lossOtherShares | Number | Other shares |\n| lossListedUnitTrust | Number | Units in unit trusts listed on an Australian securities exchange |\n| lossOtherUnits | Number | Other units |\n| lossAUSProperty | Number | Real estate situated in Australia |\n| lossOSProperty | Number | Other real estate |\n| lossCollectables | Number | Collectables |\n| lossOther | Number | Other CGT assets and any other CGT events |\n| lossTotal | Number | Total current year capital losses |\n| lossTotalCYApplied | Number | Total current year capital losses applied |\n| lossTotalPYApplied | Number | Total prior year net capital losses applied |\n| lossTotalTransferredInApplied | Number | Total capital losses transferred in applied (only for transfers involving a foreign bank branch or permanent establishment of a foreign financial entity) |\n| lossTotalApplied | Number | Total capital losses applied |\n| lossCollectablesUnapplied | Number | Net capital losses from collectables carried forward to later income years |\n| lossOtherUnapplied | Number | Other net capital losses carried forward to later income years |\n| totalDiscountApplied | Number | Total CGT discount applied |\n| sbActiveAssetReduction | Number | Small business active asset reduction |\n| sbRetirementExemption | Number | Small business retirement exemption |\n| sbRollover | Number | Small business rollover |\n| sbTotalConcessionsApplied | Number | Total small business concessions applied |\n| netCapitalGain | Number | Net capital gain |\n| earnoutArrangements | String | Are you a party to an earnout arrangement? |\n| earnoutArrangementsStr | Number |  Earnout arrangement number |\n| sbFifteenYearExemption | Number | Small business 15 year exemption – exempt capital gains |\n| sbFifteenYearExemptionCode | String | Code for small business 15 year exemption – exempt capital gains |\n| foreignResidentExemption | Number | Capital gains disregarded by a foreign resident |\n| scripForScripRolloverDeferral | Number | Capital gains disregarded as a result of a scrip for scrip rollover |\n| interCompanyRolloverDeferral | Number | Capital gains disregarded as a result of an inter-company asset rollover |\n| demergingEntityExemption | Number | Capital gains disregarded by a demerging entity |"},"response":[{"id":"72f0e856-b041-45a1-8b84-ef8f7f7e7d44","name":"Report - Annual Return","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."}],"url":{"raw":"{{baseUrl}}/sf/funds/:fundId/exportAnnualReturn?financialYear={{financialYear}}","host":["{{baseUrl}}"],"path":["sf","funds",":fundId","exportAnnualReturn"],"query":[{"key":"financialYear","value":"{{financialYear}}","description":"[REQUIRED] Financial Year of Report. 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\"agentPhoneNumber\": \"\",\n \"agentPracticeName\": \"\",\n \"agentSuffix\": \"\",\n \"agentTitle\": \"\",\n \"amendmentReason\": \"\",\n \"amendmentSequence\": \"\",\n \"amendmentType\": \"\",\n \"areAuditIssuesRectified\": \"true\",\n \"assessableEmployerContributions\": \"30000\",\n \"assessableIncomeFromChangedStatus\": \"12000\",\n \"assessablePersonalContributions\": \"7500\",\n \"assetsCash\": \"500000\",\n \"assetsCollectiblesPersonalUse\": \"75000\",\n \"assetsCryptoCurrency\": \"3\",\n \"assetsDebtSecurities\": \"250000\",\n \"assetsInHouseAssets\": \"150000\",\n \"assetsInsurancePolicy\": \"150000\",\n \"assetsLRBAAustNonResidentialProperty\": \"65000\",\n \"assetsLRBAAustResidentialProperty\": \"40000\",\n \"assetsLRBAAustShares\": \"45000\",\n \"assetsLRBAOther\": \"18000\",\n \"assetsLRBAOverseasProperty\": \"80000\",\n \"assetsLRBAOverseasShares\": \"32000\",\n \"assetsLRBAPropertyCount\": \"1\",\n \"assetsLRBATotal\": \"280000\",\n \"assetsListedShares\": \"300000\",\n \"assetsListedTrusts\": \"800000\",\n \"assetsLoans\": \"400000\",\n \"assetsOtherAssets\": \"60000\",\n \"assetsOtherManagedInvestments\": \"300000\",\n \"assetsOverseasManagedInvestments\": \"400000\",\n \"assetsOverseasNonResidentialProperty\": \"700000\",\n \"assetsOverseasOther\": \"200000\",\n \"assetsOverseasResidentialProperty\": \"500000\",\n \"assetsOverseasShares\": \"400000\",\n \"assetsResidentialProperty\": \"900000\",\n \"assetsTotal\": \"7465003\",\n \"assetsUnlistedShares\": \"150000\",\n \"assetsUnlistedTrusts\": \"300000\",\n \"assets_NonResidentialProperty\": \"800000\",\n \"auditCompletedDate\": \"2022-07-12\",\n \"auditPartAQualified\": \"true\",\n \"auditPartBQualified\": \"false\",\n \"auditorAddressLine1\": \"Auditor_POS_C_AddLine1\",\n \"auditorAddressLine2\": \"Auditor_POS_C_AddLine2\",\n \"auditorAddressLocalityName\": \"Auditor_POS_C_LocNm\",\n \"auditorAddressPostcode\": \"2065\",\n \"auditorAddressState\": \"NSW\",\n \"auditorAreaCode\": \"02\",\n \"auditorFamilyName\": \"Auditor_PND_FmlyNm\",\n \"auditorFeeDeductible\": \"4200\",\n \"auditorFeeNonDeductible\": \"1800\",\n \"auditorGivenName\": \"Auditor_PND_GvnNm\",\n \"auditorNameSuffix\": \"\",\n \"auditorNumber\": \"004085616\",\n \"auditorOtherGivenName\": \"Auditor_PND_OthGvnNm\",\n \"auditorPhoneNumber\": \"95872562\",\n \"auditorTitle\": \"Mr\",\n \"ausFrankingCreditsFromNZCompany\": \"7500\",\n \"australianInterestExpensesDeductible\": \"7000\",\n \"australianInterestExpensesNonDeductible\": \"5000\",\n \"bankAccountAccountName\": \"Super-FinInst-AcNm\",\n \"bankAccountAccountNameRefund\": \"Refund-FinInst-AcNm\",\n \"bankAccountAccountNumber\": \"45254786\",\n \"bankAccountAccountNumberRefund\": \"45254785\",\n \"bankAccountBsb\": \"125432\",\n \"bankAccountBsbRefund\": \"125437\",\n \"calcStmtNRCESVCLPOffset\": \"0\",\n \"calcStmtNRCEarlyStageInvestorOffset\": \"0\",\n \"calcStmtNRCEarlyStageInvestorOffsetPYCarriedForward\": \"0\",\n \"calcStmtNRCEarlyStageVentureCapitalOffsetPYCarriedForward\": \"0\",\n \"calcStmtNRNCFITO\": \"6000\",\n \"calcStmtNRNCRebatesOffsets\": \"5000\",\n \"calcStmtRComplyingFundsFrankingCreditOffset\": \"10400\",\n \"calcStmtRExplorationCreditTaxOffset\": \"0\",\n \"calcStmtRNRAS\": \"5000\",\n \"calcStmtRNoTFNOffset\": \"4000\",\n \"calcStmtSubtotal1\": \"181135\",\n \"capitalWorksDeductible\": \"9500\",\n \"capitalWorksNonDeductible\": \"4500\",\n \"contactName\": \"TrustOrDir_PND_GvnNm TrustOrDir_PND_OthGvnNm TrustOrDir_PND_FmlyNm\",\n \"creditForInterestOnNoTFNOffset\": \"7500\",\n \"creditForTaxWithheldCloselyHeldTrust\": \"8000\",\n \"creditForTaxWithheldFRW\": \"9000\",\n \"creditForTaxWithheldFRWCapGain\": \"0\",\n \"creditNonIndividualNoTFNorABN\": \"\",\n \"didFundPayIncomeStream\": \"true\",\n \"disclosuresText\": \"\",\n \"distributionFromPartnerships\": \"14000\",\n \"distributionFromTrustsAmount\": \"13000\",\n \"distributionFromTrustsCompanyType\": \"T\",\n \"dividendFrankingCredit\": \"50000\",\n \"doesFundAcceptGovernmentContribs\": \"true\",\n \"electronicAddressAlias\": \"AUSPOSTSMSF\",\n \"eligibleCredits\": \"24500\",\n \"exemptCurrentPensionIncome\": \"15000\",\n \"exemptPensionIncome\": \"15000\",\n \"exemptPensionIncomeMethod\": \"Segregated\",\n \"exemptionOrRolloverCode\": \"S\",\n \"familyTrustRevocation\": \"\",\n \"familyTrustYear\": \"\",\n \"fmisExpensesDeductible\": \"2700\",\n \"fmisExpensesNonDeductible\": \"5300\",\n \"fmisIncome\": \"25000\",\n \"foreignInterestExpensesDeductible\": \"6500\",\n \"foreignInterestExpensesNonDeductible\": \"3500\",\n \"frankedDividends\": \"130000\",\n \"fundBenefitStructure\": \"A\",\n \"fundInfoRefundToAccount\": \"false\",\n \"fundName\": \"CONF-ATO-SMSFAR-015 2023\",\n \"grossForeignIncome\": \"20000\",\n \"grossIncome\": \"794500\",\n \"grossInterest\": \"15000\",\n \"grossPaymentsNoABN\": \"\",\n \"grossTax\": \"192135\",\n \"hasInHouseAssets\": \"true\",\n \"hasOtherAssessableIncome\": \"true\",\n \"haveObligationsBeenMet\": \"\",\n \"insurancePremiumsDeductible\": \"2700\",\n \"insurancePremiumsNonDeductible\": \"5300\",\n \"interposedRevocation\": \"\",\n \"interposedYear\": \"\",\n \"investmentExpensesDeductible\": \"17000\",\n \"investmentExpensesNonDeductible\": \"23000\",\n \"isAmendment\": \"false\",\n \"isAustralianFund\": \"true\",\n \"isCapitalGain\": \"true\",\n \"isExemptionOrRolloverApplied\": \"true\",\n \"isFirstReturn\": \"true\",\n \"isFundComplying\": \"true\",\n \"isNonIndividualTrustee\": \"true\",\n \"liabilitiesBorrowings\": \"2000000\",\n \"liabilitiesLRBAAmount\": \"1000\",\n \"liabilitiesLRBALicensedFI\": \"true\",\n \"liabilitiesLRBAPersGuarantee\": \"true\",\n \"liabilitiesOther\": \"465003\",\n \"liabilitiesOtherBorrowings\": \"1999000\",\n \"liabilitiesReserveAccounts\": \"1000000\",\n \"liabilitiesTempBorrowings\": \"\",\n \"liabilitiesTotal\": \"7465003\",\n \"liabilitiesTotalMemberBalances\": \"4000000\",\n \"members\": [\n {\n \"accountStatus\": \"O\",\n \"accountsTransitioningToRetirementIncomeStreamCount\": \"0\",\n \"accumulationPhaseValue\": \"0\",\n \"allocatedEarningsOrLosses\": \"1000000\",\n \"assessableForeignSuper\": \"70000\",\n \"cappedDefinedBenefitIncomeStreamAmount\": \"0\",\n \"cgt15YearExemption\": \"300000\",\n \"cgtRetirementExemption\": \"100000\",\n \"childAndSpouseContributions\": \"120000\",\n \"closingAccumulationBalance\": \"0\",\n \"closingBalance\": \"4000000\",\n \"contribsFromNonComplyingFunds\": \"20000\",\n \"dateOfBirth\": \"1963-04-28\",\n \"dateOfDeath\": \"\",\n \"employerContributions\": \"1000000\",\n \"incomeStreamPayment\": \"500000\",\n \"incomeStreamPaymentCode\": \"M\",\n \"inwardRollovers\": \"2500000\",\n \"itemOrder\": \"1\",\n \"lumpSumPayment\": \"700000\",\n \"lumpSumPaymentCode\": \"A\",\n \"memberProceedsFromPriResiDisposal\": \"1.11\",\n \"memberProceedsFromPriResiDisposalReceiptDate\": \"2019-01-01\",\n \"nonAssessableForeignSuper\": \"60000\",\n \"nonCappedDefinedBenefitIncomeStreamAmount\": \"4000000\",\n \"otherContributions\": \"50000\",\n \"otherThirdPartyContribs\": \"110000\",\n \"outstandingLRBAAmount\": \"1.11\",\n \"outwardRollovers\": \"5000000\",\n \"personNameFamilyName\": \"Member_PND_FamlyNm\",\n \"personNameGivenName\": \"Member_PND_GvnNm\",\n \"personNameOtherGivenName\": \"Member_PND_OthGvnNm\",\n \"personNameSuffix\": \"\",\n \"personNameTitle\": \"Mr\",\n \"personalContributions\": \"2000000\",\n \"personalInjuryElection\": \"800000\",\n \"principalEmployerABN\": \"17088268884\",\n \"retirementPhaseValue\": \"0\",\n \"tfn\": \"431388900\",\n \"totalContributions\": \"4700001.11\",\n \"transferFromReserveAssessable\": \"40000\",\n \"transferFromReserveNonAssessable\": \"30000\"\n }\n ],\n \"netCapitalGain\": \"80000\",\n \"netCapitalLossesCarriedForward\": \"20000\",\n \"netForeignIncome\": \"12000\",\n \"noTfnQuotedContributions\": \"212500\",\n \"nonArmsLengthCompanyDividends\": \"30000\",\n \"nonArmsLengthOtherIncome\": \"25000\",\n \"nonArmsLengthTrustDistributions\": \"40000\",\n \"nonRefundableCarryFwdTaxOffsets\": \"0\",\n \"nonRefundableNonCarryFwdTaxOffsets\": \"11000\",\n \"otherDeductible\": \"3500\",\n \"otherDeductibleCode\": \"E\",\n \"otherIncome\": \"7000\",\n \"otherIncomeCode\": \"O\",\n \"otherNonDeductible\": \"5500\",\n \"otherNonDeductibleCode\": \"F\",\n \"paygInstalmentsRaised\": {\n \"amount\": \"10000\",\n \"transactionDetail\": []\n },\n \"periodEnd\": \"2023-06-30\",\n \"periodStart\": \"2022-07-01\",\n \"postalAddressLine1\": \"20 Emoga\",\n \"postalAddressLine2\": \"Circuit\",\n \"postalAddressLocalityName\": \"Hobart\",\n \"postalAddressPostCode\": \"7000\",\n \"postalAddressState\": \"NSW\",\n \"refundableTaxOffsets\": \"19400\",\n \"remainingRefundableTaxOffsets\": \"0\",\n \"rentLeasingAndHiringIncome\": \"38000\",\n \"reportCompletionHours\": \"25\",\n \"schedules\": [\n {\n \"capitalGainAmountDeferred\": \"\",\n \"demergingEntityExemption\": \"40000\",\n \"earnoutArrangements\": [\n {\n \"additionalNetCapitalGainOrLossInAmendedAssessment\": \"\",\n \"allFieldsBlank\": false,\n \"currentYear\": \"2\",\n \"estimatedCapitalProceeds\": \"800000\",\n \"incomeYearEarnoutRightCreated\": \"\",\n \"netCapitalGainOrLoss\": \"125000\",\n \"numberOfYears\": \"3\",\n \"type\": \"Buyer\"\n }\n ],\n \"foreignResidentExemption\": \"25000\",\n \"gainAUSProperty\": \"80000\",\n \"gainCGTDistributions\": \"30000\",\n \"gainCollectables\": \"80000\",\n \"gainListedShares\": \"150000\",\n \"gainListedUnitTrust\": \"45000\",\n \"gainOSProperty\": \"250000\",\n \"gainOther\": \"120000\",\n \"gainOtherShares\": \"30000\",\n \"gainOtherUnits\": \"35000\",\n \"gainTotal\": \"820000\",\n \"interCompanyRolloverDeferral\": \"\",\n \"lossAUSProperty\": \"120000\",\n \"lossCollectables\": \"70000\",\n \"lossCollectablesUnapplied\": \"20000\",\n \"lossListedShares\": \"60000\",\n \"lossListedUnitTrust\": \"55000\",\n \"lossOSProperty\": \"40000\",\n \"lossOther\": \"7000\",\n \"lossOtherShares\": \"12000\",\n \"lossOtherUnapplied\": \"\",\n \"lossOtherUnits\": \"60000\",\n \"lossTotal\": \"424000\",\n \"lossTotalApplied\": \"434000\",\n \"lossTotalCYApplied\": \"354000\",\n \"lossTotalPYApplied\": \"80000\",\n \"lossTotalTransferredInApplied\": \"\",\n \"netCapitalGain\": \"80000\",\n \"sbActiveAssetReduction\": \"113000\",\n \"sbFifteenYearExemption\": \"8000\",\n \"sbFifteenYearExemptionCode\": \"S\",\n \"sbRetirementExemption\": \"\",\n \"sbRollover\": \"33000\",\n \"sbTotalConcessionsApplied\": \"146000\",\n \"scripForScripRolloverDeferral\": \"\",\n \"totalDiscountApplied\": \"160000\",\n \"type\": \"CGTS\"\n }\n ],\n \"section102AAMInterest\": \"6000\",\n \"supervisoryLevy\": \"259\",\n \"supervisoryLevyNewFundAdjustment\": \"259\",\n \"supervisoryLevyWoundUpAdjustment\": \"\",\n \"supplier\": \"SF360\",\n \"supplierVersion\": \"1.0\",\n \"targetYear\": \"2023\",\n \"taxLossesCarriedForward\": \"\",\n \"taxLossesDeductible\": \"15000\",\n \"taxOnNoTFNContributions\": \"68000\",\n \"taxOnTaxableIncome\": \"124135\",\n \"taxPayable\": \"161735\",\n \"taxReturnAmt\": \"133753\",\n \"taxableIncomeOrLoss\": \"694900\",\n \"tfn\": \"220115539\",\n \"tofaTotalGains\": \"\",\n \"tofaTotalLosses\": \"\",\n \"totalAssessableContributions\": \"240000\",\n \"totalAssessableIncome\": \"779500\",\n \"totalDeductions\": \"84600\",\n \"totalDepreciationDeductible\": \"3500\",\n \"totalDepreciationNonDeductible\": \"4500\",\n \"totalNonArmsLengthIncome\": \"95000\",\n \"totalNonDeductibleExpenses\": \"83400\",\n \"totalSMSFExpenses\": \"168000\",\n \"transferOfLiability\": \"10000\",\n \"transfersFromForeignFunds\": \"6000\",\n \"transfersFromForeignFundsNumber\": \"25\",\n \"trusteeAbn\": \"17088268884\",\n \"trusteeAreaCode\": \"02\",\n \"trusteeEmail\": \"TrustOrDir_Email@SMSFAR.com.au\",\n \"trusteeFamilyName\": \"TrustOrDir_PND_FmlyNm\",\n 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array**\n\n| Key | DataType | Comments |\n| --- | --- | --- |\n| parentAccountCode | String | Sub-account code from the [Chart of Accounts](https://docs.api.bgl360.com.au/?version=latest#b0f9a1ca-5f01-447c-b444-99984d9fe476) |\n| parentAccountName | String | |\n| subAccounts | array | |\n\n**subAccounts array**\n\n| **Key** | **DataType** | **Comments** |\n| --- | --- | --- |\n| accountNumber | String | |\n| accountType | String | See [Chart of Accounts](https://docs.api.bgl360.com.au/?version=latest#b0f9a1ca-5f01-447c-b444-99984d9fe476) |\n| balanceAmount360 | Number | The balance as per transactions in Simple Fund 360 / Simple Invest 360. |\n| balanceAmountLedger | Number | The balance from the data provider (e.g. Bank, Platform, Registry) |\n| balanceDate | String | dd/mm/yyyy |\n| bsb | String | |\n| hasVariance | boolean | true or false |\n| holdingRef | String | Holding value (e.g. HIN, BSB/AccNum, Data Feed Platform Account Number) |\n| investmentCode | String | |\n| providerName | String | Data provider name.
e.g.
\\--BGL Bank Data Service
\\--Macquarie Cash ESI
\\--Registry Data - Advanced Share
\\--Registry Data - Boardroom
\\--Registry Data - Computershare
\\--Registry Data - Link |\n| registeredName | String | Registered name of entity as per Registry. |\n| subAccountName | String | |\n| variance | Number | Variance = balanceAmount360 - balanceAmountLedger |"},"response":[{"id":"1026fe7b-e1e2-48aa-be7c-cf6af0128d09","name":"Report - Balance Review","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."}],"url":{"raw":"{{baseUrl}}/sf/balanceReview/{{fundId}}/?financialYear={{financialYear}}","host":["{{baseUrl}}"],"path":["sf","balanceReview","{{fundId}}",""],"query":[{"key":"financialYear","value":"{{financialYear}}"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"x-rate-daily-limit-remaining","value":"998"},{"key":"vary","value":"accept-encoding"},{"key":"content-encoding","value":"gzip"},{"key":"content-type","value":"application/json;charset=UTF-8"},{"key":"date","value":"Mon, 02 Oct 2023 04:07:58 GMT"},{"key":"server","value":"BGL"},{"key":"content-security-policy","value":"frame-ancestors 'self' uat.sf360.com.au"},{"key":"strict-transport-security","value":"max-age=31536000; includeSubDomains"},{"key":"x-content-type-options","value":"nosniff"},{"key":"x-frame-options","value":"ALLOW-FROM https://uat.sf360.com.au"},{"key":"transfer-encoding","value":"chunked"}],"cookie":[],"responseTime":null,"body":"{\n \"financialYear\": \"2015\",\n \"fundName\": \"BGL Training Fund\",\n \"investmentList\": {\n \"investmentList\": [\n {\n \"parentAccountCode\": \"60400\",\n \"parentAccountName\": \"Bank Accounts\",\n \"subAccounts\": [\n {\n \"accountNumber\": null,\n \"accountType\": \"AssetBank\",\n \"balanceAmount360\": 355040.5,\n \"balanceAmountLedger\": 0,\n \"balanceDate\": \"\",\n \"bsb\": null,\n \"hasVariance\": true,\n \"holdingRef\": null,\n \"investmentCode\": \"Cash at Bank\",\n \"providerName\": null,\n \"registeredName\": null,\n \"subAccountName\": \"Cash at Bank\",\n \"variance\": 355040.5\n }\n ]\n },\n {\n \"parentAccountCode\": \"72450\",\n \"parentAccountName\": \"Fixed Interest Securities (Australian) - Unitised\",\n \"subAccounts\": [\n {\n \"accountNumber\": null,\n \"accountType\": \"Investment\",\n \"balanceAmount360\": 1,\n \"balanceAmountLedger\": 0,\n \"balanceDate\": \"\",\n \"bsb\": null,\n \"hasVariance\": true,\n \"holdingRef\": null,\n \"investmentCode\": \"SFTRAIN_WESTPACTERMD\",\n \"providerName\": null,\n \"registeredName\": null,\n \"subAccountName\": \"Westpac Term Deposit\",\n \"variance\": 1\n }\n ]\n },\n {\n \"parentAccountCode\": \"77200\",\n \"parentAccountName\": \"Real Estate Properties ( Australian - Residential)\",\n \"subAccounts\": [\n {\n \"accountNumber\": null,\n \"accountType\": \"Investment\",\n \"balanceAmount360\": 1,\n \"balanceAmountLedger\": 0,\n \"balanceDate\": \"\",\n \"bsb\": null,\n \"hasVariance\": true,\n \"holdingRef\": null,\n \"investmentCode\": \"IPTRAIN\",\n \"providerName\": null,\n \"registeredName\": null,\n \"subAccountName\": \"2/606-608 Hawthorn Rd, Brighton East VIC 3187\",\n \"variance\": 1\n }\n ]\n },\n {\n \"parentAccountCode\": \"77600\",\n \"parentAccountName\": \"Shares in Listed Companies (Australian)\",\n \"subAccounts\": [\n {\n \"accountNumber\": null,\n \"accountType\": \"Investment\",\n \"balanceAmount360\": 1000,\n \"balanceAmountLedger\": 0,\n \"balanceDate\": \"\",\n \"bsb\": null,\n \"hasVariance\": true,\n \"holdingRef\": null,\n \"investmentCode\": \"BHP.AX\",\n \"providerName\": null,\n \"registeredName\": null,\n \"subAccountName\": \"Bhp Billiton Limited - Ordinary Fully Paid\",\n \"variance\": 1000\n },\n {\n \"accountNumber\": null,\n \"accountType\": \"Investment\",\n \"balanceAmount360\": 4270,\n \"balanceAmountLedger\": 0,\n \"balanceDate\": \"25/02/2015\",\n \"bsb\": null,\n \"hasVariance\": true,\n \"holdingRef\": null,\n \"investmentCode\": \"CRZ.AX\",\n \"providerName\": null,\n \"registeredName\": null,\n \"subAccountName\": \"Carsales.Com Limited - Ordinary Fully Paid\",\n \"variance\": 4270\n },\n {\n \"accountNumber\": null,\n \"accountType\": \"Investment\",\n \"balanceAmount360\": 4000,\n \"balanceAmountLedger\": 0,\n \"balanceDate\": \"\",\n \"bsb\": null,\n \"hasVariance\": true,\n \"holdingRef\": null,\n \"investmentCode\": \"CBA.AX\",\n \"providerName\": null,\n \"registeredName\": null,\n \"subAccountName\": \"Commonwealth Bank of Australia. - Ordinary Fully Paid\",\n \"variance\": 4000\n },\n {\n \"accountNumber\": null,\n \"accountType\": \"Investment\",\n \"balanceAmount360\": 200,\n \"balanceAmountLedger\": 0,\n \"balanceDate\": \"\",\n \"bsb\": null,\n \"hasVariance\": true,\n \"holdingRef\": null,\n \"investmentCode\": \"WES.AX\",\n \"providerName\": null,\n \"registeredName\": null,\n \"subAccountName\": \"Wesfarmers Limited - Ordinary Fully Paid\",\n \"variance\": 200\n }\n ]\n },\n {\n \"parentAccountCode\": \"78200\",\n \"parentAccountName\": \"Units in Listed Unit Trusts (Australian)\",\n \"subAccounts\": [\n {\n \"accountNumber\": null,\n \"accountType\": \"Investment\",\n \"balanceAmount360\": 12700,\n \"balanceAmountLedger\": 0,\n \"balanceDate\": \"\",\n \"bsb\": null,\n \"hasVariance\": true,\n \"holdingRef\": null,\n \"investmentCode\": \"GPT.AX\",\n \"providerName\": null,\n \"registeredName\": null,\n \"subAccountName\": \"Gpt Group - Stapled Securities Fully Paid\",\n \"variance\": 12700\n }\n ]\n }\n ]\n }\n}"}],"_postman_id":"de7921bc-9ef8-4aa3-92d4-cda1339e1935"},{"name":"Report - Detailed Balance Sheet","id":"22444d34-d0d2-442b-b687-5b57c469dcb0","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."}],"url":{"raw":"{{baseUrl}}/sf/funds/:fundId/reports/balanceSheet?financialYear={{financialYear}}","host":["{{baseUrl}}"],"path":["sf","funds",":fundId","reports","balanceSheet"],"query":[{"key":"financialYear","value":"{{financialYear}}","description":"[REQUIRED] Financial Year of Report. Expected format : YYYY"}],"variable":[{"key":"fundId","value":"{{fundId}}","description":"[REQUIRED] Unique ID for the fund. "}]},"description":"Allows you to retrieve the Detailed Statement of Financial Position (or Balance Sheet) for a specific entity. \n\n### API Scopes \nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n- investment\n- audit\n- smsf_partner\n\n### Entities Supported\nThe following entityTypes are supported\n- SMSF\n- BillableTrust \n- BillableCompany\n- BillableIndividual\n\n\nThe Detailed Statement of Financial Position provides comprehensive information of each:\n\n\nInvestment; and\nAsset; and\nLiability\naccount of the entity grouped according to the general ledger account to which they belong.\n\nThis gives a further breakdown of the accounts of the entity and identifies which control account they fall under. \n\n[Example of Detailed Statement of Financial Position (PDF)](https://360help.com.au/display/SF360GS/Detailed+Statement+of+Financial+Position?preview=%2F25006034%2F25006510%2FDetailed+Balance+Sheet.pdf)\n\n* If you require a Summarised Balance Sheet all entries under each subEntries element can be ignored.\n* If you require a Detailed Balance Sheeet all entries under each subEntries element are required.\n\n| Key | Type | Comments |\n| -------- | -------- | -------- |\n| financialYear | Date | Current Financial Year of Report |\n| financialYearPrev | Date | Financial Year of Comparatives |\n| fundName | string | the name of the entity |\n| investmentList | array | see Account array below |\n| investmentTotal | number | The total balance of all Investments in the financialYear |\n| investmentTotalPrev | string | The total balance of all Investments in the financialYearPrev |\n| otherAssets | array | Assets of the entity which are not Investments for the current Financial year. see Account array below |\n| otherAssetsPrev | array | Assets of the entity which are not Investments for the previous Financial year. see Account array below |\n| totalOtherAssets | number | Total of assets of the entity which are not Investments for the current Financial year. see Account array below |\n| totalOtherAssetsPrev | number | Total of Assets of the entity which are not Investments for the previouis Financial year. see Account array below |\n| totalAssets | number | equal to investmentTotal + totalOtherAssets for the current Financial Year |\n| totalAssetsPrev | number | equal to investmentTotal + totalOtherAssets for the previous Financial Year |\n| liabilities | array | see Account array below |\n| totalLiabilities | number | Total of Liabilities for current Financial Year |\n| totalLiabilitiesPrev | number | Total of Liabilities for previous Financial Year |\n| netAssetsAvailable | number | Net assets available to pay benefits for current Financial year. Equal to investmentTotal + totalAssets less totalLiabilities |\n| netAssetsPrev | number | Net assets available to pay benefits for previous Financial year. Equal to investmentTotal + totalAssets less totalLiabilities |\n| liabilitiesForAccruedBenefits | array | Member's Balances. see Account array below |\n| totalLiabilitiesForAccruedBenefits | number | Total Liability for accrued benefits allocated to members' accounts for current Financial year. |\n| totalLiabilitiesForAccruedBenefitsPrev | number | Total Liability for accrued benefits allocated to members' accounts for previous Financial year. |\n| netAssetLessAccruedLiability | number | Net Assets less liabilities less netAssetLessAccuredLiability for current Financial year. If this feild is not equal to zero then it indicates Balance Sheet is out of Balance. |\n| netAssetLessAccruedLiabilityPrev | number | Net Assets less liabilities less netAssetLessAccuredLiability for previous Financial Year. If this feild is not equal to zero then it indicates Balance Sheet is out of Balance. |\n| sofpNotBalancedEntries | array | Balances of Accounts such as suspense accounts which would cause the Balance Sheet to not Balance. see Account array below |\n\n\n**Account array**\n\n| Key | Type | Comments |\n| -------- | -------- | -------- |\n| accountCode | String | The Account Code from the Chart of Accounts. Display Control Account code for Control Accounts. Display Sub-account code for sub-accounts. |\n| amount | Date | Balance of the Chart Category (Control Account) in the financialYear |\n| amountPrev | Date | Balance of the Chart Category (Control Account) in the financialYearPrev |\n| name | string | the name of the account from the [Chart of Accounts](https://bglapi.restlet.io/#operation_chart_of_accounts) |\n| subEntries | array | Follows the same format as the Account array. 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"}]},"description":"Allows you to retrieve the Distribution Reconciliation Report for a specific entity.\n\n### API Scopes\n\nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resource\n\n* smsf_partner\n* bgl_partner\n* auditor\n \n\n### Entities Supported\n\nThe following entityTypes are supported\n\n* SMSF\n* BillableTrust\n* BillableCompany\n* BillableIndividual\n \n\nThe Distribution Reconciliation Report includes comprehensive income information that will assist in the following ways:\n\n* Verifying tax components that have been entered against your distribution income.\n* The payment received reconciles with the Operating Statement.\n* Gross trust distributions (label 11M in the tax return) can be easily reconciled.\n* Capital Gains reconciliation section added at the bottom of the report to assist in reconciling the gross capital gain of the fund with the NET capital gains for both the 1/3, 2/3 method (superfund) and 50% (individuals) discount rates. The discount elected for each distribution is determined by the election made in the Distribution details panel when recording tax statements.\n \n\n### Response\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| financialYear | Date | The financial year of the report. Format: YYYY |\n| fundName | String | The name of the fund. |\n| fundId | String | The fund identification number. |\n| residentSMSF | Boolean | True or False. |\n| investmentControlAccounts | Array | Contains a set of investment control accounts in the report. See Investment Control Accounts Array. |\n\n### 1 - Investment Control Accounts array\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| accountCode | String | The control account code from the Chart of Accounts. |\n| investmentControlName | String | The control account name from the Chart of Accounts. |\n| totalPayment | Number | Total income amount for the Control account. |\n| totalTaxableIncome | Number | Total Taxable Income for the Control account. |\n| nonPrimaryProductionIncome | Object | See below. |\n| capitalGains | Object | See below. |\n| otherComponents | Object | See below. |\n| investmentSubAccounts | Array | Contains a set of investment sub accounts for the Control account. |\n\n### 1.1 Non Primary Production Income Object (Control Account level)\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| totalFrankedDividends | Number | Total franked dividends for the Control Account. |\n| totalUnfrankedDividends | Number | Total unfranked dividends for the Control Account. |\n| totalGrossInterest | Number | Sum of interest for all distribution transactions under investments for the Control Account. |\n| totalOtherIncome | Number | Total other income for the Control Account. |\n| totalLessOtherAllowableTrustDeductions | Number | Sum of trustDeductns for all distribution transactions under investments for the Control Account. |\n| totalFrankingCredits | Number | Total franking credits for the Control Account. |\n| totalNonPrimaryProductionIncome | Number | divFrankDist + divUnfrankDist + interest + otherInc - trustDeductns for all distribution transactions under investments for the Control Account level. |\n\n### 1.2 Capital Gains Object (Control Account level)\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| totalDiscountedCgAfterDiscount | Number | Total Discounted Capital Gain (Before Discount) for the Control Account. |\n| totalDiscountedCgNtarpAfterDiscount | Number | |\n| totalDiscountedCgTarpAfterDiscount | Number | |\n| totalCgtConcessionAmount | Number | Total CGT Concession Amount for the Control Account. |\n| totalCgIndexationMethodNtarp | Number | Total Capital Gain - Indexation Method for the Control Account. |\n| totalCgIndexationMethodTarp | Number | |\n| totalCgOtherMethod | Number | |\n| totalCgOtherMethodNtarp | Number | |\n| totalCgOtherMethodTarp | Number | |\n| totalForeignDiscountedCgAfterDiscount | Number | |\n| totalForeignCgIndexationMethod | Number | |\n| totalForeignCgOtherMethod | Number | |\n| totalForeignDiscountedCgFtc | Number | Total Foreign Discounted Capital Gains (Before Discount) Foreign Tax Credits for the Control Account. |\n| totalForeignCgIndexationMethodFtc | Number | Total Foreign Capital Gains - Indexation Method Foreign Tax Credits for the Control Account. |\n| totalForeignCgOtherMethodFtc | Number | Total Foreign Capital Gains - Other Method Foreign Tax Credits for the Control Account. |\n| totalDistributedCg | Number | Total Distributed Capital Gains for the Control Account. Equivalent to Distributed Capital Gains (B) in the Distribution more details. |\n| totalNetCg | Number | |\n\n### 1.3 Other Components Object (Control Account level)\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| totalAssessableForeignSourceIncome | Number | Total Assessable Foreign Source Income for the Control Account. |\n| totalOtherNetForeignSourceIncome | Number | Total Other Net Foreign Source Income for the Control Account. |\n| totalForeignIncomeTaxCredits | Number | Total Foreign Income Tax Credits for the Control Account. |\n| totalAusFrankingCreditsFromNz | Number | Total Australian Franking Credits from a NZ company for the Control Account. |\n| totalTaxExempt | Number | Total Tax Exempted amounts for the Control Account. |\n| totalTaxFree | Number | Total Tax Free amounts for the Control Account. |\n| totalTaxDeferred | Number | Total Tax Deferred amounts for the Control Account. |\n| totalAmitCostBaseNetIncreaseShortfall | Number | Total AMIT Cost Base Increase / Shortfall amounts for the Control Account. |\n| totalAmitCostBaseNetDecreaseExcess | Number | Total AMIT Cost Base Decrease / Excess amounts for the Control Account. |\n| totalLessTfnAmountsWithheld | Number | Total Less TFN Amounts Withheld for the Control Account. |\n| totalLessOtherExpenses | Number | Total Less Other Expenses amounts for the Control Account. |\n\n### 2\\. Investment Sub Accounts Array\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| accountCode | String | The investment control account code + “/” + sub account code from the Chart of Accounts. |\n| securityCode | String | The security code attached to the investment sub account. |\n| accountName | String | The investment sub account name from the Chart of Accounts. |\n| totalPayment | Number | Total income amount for the investment sub account. |\n| netCashDistribution | Number | Total Net Cash Distribution for the investment sub account. Equivalent to Net Cash Distribution in the Distribution more details. |\n| variance | Number | |\n| totalTaxableIncome | Number | Total Taxable Income for the investment sub account. |\n| nonPrimaryProductionIncome | Object | See below. |\n| capitalGains | Object | See below. |\n| otherComponents | Object | See below. |\n| incomeEntries | Array | See below. |\n\n**2.1** nonPrimaryProductionIncome **Object (Sub Account Level)**\n\n* Same definition as nonPrimaryProductionIncome object in control account (point 1.1) applied for the Sub Account level.\n \n\n**2.2** capitalGains **Object (Sub Account Level)**\n\n* Same definition as capitalGains object in control account (point 1.2) applied for the Sub Account level.\n \n\n**2.3** otherComponents **Object (Sub Account Level)**\n\n* Same definition as otherComponents object in control account (point 1.3) applied for the Sub Account level.\n \n\n### 2.4 - Income Entries array (Sub Account Level)\n\n* List out all distribution transactions posted to the 23800/xxx sub account.\n \n\n| Key | Type | Comments |\n| --- | --- | --- |\n| transactionDate | Date | Date of the distribution transaction. |\n| payment | Number | Income amount for the distribution transaction. Credit = positive amount. Debit = negative amount |\n| taxableIncome | Number | Same calc as Taxable Income in the Rec Report. |\n| nonPrimaryProductionIncome | Object | Please see point 1.1 to be applied to the transaction level. |\n| capitalGains | Object | Please see point 1.2 to be applied to the transaction level. |\n| otherComponents | Object | Please see point 1.3 to be applied to the transaction level. |"},"response":[{"id":"1e54bf4a-82fc-4cbb-a45a-6121f0a36175","name":"Report - Distribution Reconciliation Report","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."}],"url":{"raw":"{{baseUrl}}/sf/funds/:fundId/reports/distributionRecTaxComponents?financialYear={{financialYear}}","host":["{{baseUrl}}"],"path":["sf","funds",":fundId","reports","distributionRecTaxComponents"],"query":[{"key":"financialYear","value":"{{financialYear}}","description":"[REQUIRED] Financial Year of Report. 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"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Wed, 18 Dec 2019 01:51:21 GMT"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Transfer-Encoding","value":"chunked"},{"key":"Connection","value":"keep-alive"},{"key":"Server","value":"nginx"},{"key":"X-Rate-Daily-Limit-Remaining","value":"-1"},{"key":"vary","value":"accept-encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"X-Content-Type-Options","value":"nosniff"},{"key":"Content-Security-Policy","value":"frame-ancestors 'self' staging.sf360.com.au"},{"key":"X-Frame-Options","value":"ALLOW-FROM https://staging.sf360.com.au"}],"cookie":[],"responseTime":null,"body":"{\n \"financialYear\": \"2020\",\n \"fundName\": \"0509 Jo Distribution\",\n \"fundId\": \"8a009e7948437d56014843a2aa440013\",\n \"residentSMSF\": \"Y\",\n \"investmentControlAccounts\":\n [\n {\n \"accountCode\": 78200,\n \"investmentControlName\": \"Units in Listed Unit Trusts (Australian)\",\n \"totalPayment\": 2730.13,\n \"totalTaxableIncome\": 89.29,\n \"nonPrimaryProductionIncome\":\n {\n\t \"totalFrankedDividends\": 241.52,\n\t \"totalUnfrankedDividends\": 44.24,\n\t \"totalGrossInterest\": 3.12,\n\t \"totalOtherIncome\": 7.17,\n\t \"totalLessOtherAllowableTrustDeductions\": null,\n\t \"totalFrankingCredits\": 89.85\n \t},\n \t\"capitalGains\":\n \t{\n \t\t\"totalDiscountedCgAfterDiscount\": null,\n \"totalDiscountedCgNtarpAfterDiscount\": null,\n \t\t\"totalCgtConcessionAmount\": null,\n \t \"totalCgIndexationMethod\": null,\n \"totalCgIndexationMethodNtarp\": null,\n \t \"totalCgOtherMethod\": null,\n \"totalCgOtherMethodNtarp\": null,\n \t\t\"totalForeignDiscountedCgAfterDiscount\": null,\n \t\t\"totalForeignCgIndexationMethod\": null,\n \t\t\"totalForeignCgOtherMethod\": null,\n \t\t\"totalForeignDiscountedCgFtc\": null,\n \t\t\"totalForeignCgIndexationMethodFtc\": null,\n \t\t\"totalForeignCgOtherMethodFtc\": null,\n \t\t\"totalDistributedCg\": null,\n \t\t\"totalNetCg\": null\n \t},\n \t\"otherComponents\":\n \t{\n \t\t\"totalAssessableForeignSourceIncome\": 5.88,\n \t\t\"totalOtherNetForeignSourceIncome\": null,\n \t\t\"totalForeignIncomeTaxCredits\": 0.80,\n \t\t\"totalAusFrankingCreditsFromNz\": null,\n \t\t\"totalTaxExempt\": null,\n \t\t\"totalTaxFree\": null,\n \t\t\"totalTaxDeferred\": null,\n \t\t\"totalAmitCostBaseNetIncreaseShortfall\": null,\n \t\t\"totalAmitCostBaseNetDecreaseExcess\": 11.73,\t\n \t\t\"totalLessTfnAmountsWithheld\": null,\n \t\t\"totalLessOtherExpenses\": null\n \t},\n \t\"investmentSubAccounts\": \n \t[\n \t\t{\n \t\t\t\"accountCode\": \"78200/EX20.AX\",\n \t\t\t\"securityCode\": \"EX20.AX\",\n \t\t\t\"accountName\": \"Betashares Australian Ex-20 Portfolio Diversifier Etf\",\n \t\t\t\"totalPayment\": 0.00,\n \t\t\t\"netCashDistribution\": 232.64,\n \t\t\t\"variance\": -232.64,\n \"totalTaxableIncome\": 89.29,\n \t\t\t\"nonPrimaryProductionIncome\":\n\t\t {\n\t\t\t \"totalFrankedDividends\": 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\t\t\t\t\"totalNetCg\": 1.31\n\t\t \t},\n\t\t \t\"otherComponents\":\n\t\t \t{\n\t\t \t\t\"totalAssessableForeignSourceIncome\": 31.31,\n\t\t \t\t\"totalOtherNetForeignSourceIncome\": null,\n\t\t \t\t\"totalForeignIncomeTaxCredits\": 5.46,\n\t\t \t\t\"totalAusFrankingCreditsFromNz\": null,\n\t\t \t\t\"totalTaxExempt\": null,\n\t\t \t\t\"totalTaxFree\": null,\n\t\t \t\t\"totalTaxDeferred\": null,\n\t\t \t\t\"totalAmitCostBaseNetIncreaseShortfall\": null,\n\t\t \t\t\"totalAmitCostBaseNetDecreaseExcess\": 10.17,\t\n\t\t \t\t\"totalLessTfnAmountsWithheld\": null,\n\t\t \t\t\"totalLessOtherExpenses\": null\n\t\t \t},\n \t\t\t\"incomeEntries\":\n \t\t\t[\n \t\t\t\t{\n \t\t\t\t\t\"transactionDate\": \"30/06/2020\",\n \t\t\t\t\t\"payment\": 0.00,\n \t\t\t\t\t\"taxableIncome\": 89.29,\n \t\t\t\t\t\"nonPrimaryProductionIncome\":\n\t\t\t\t {\n\t\t\t\t\t \"frankedDividends\": 140.88,\n\t\t\t\t\t \"unfrankedDividends\": 44.24,\n\t\t\t\t\t \"grossInterest\": 3.12,\n\t\t\t\t\t \"otherIncome\": 0.32,\n\t\t\t\t\t \"lessOtherAllowableTrustDeductions\": null,\n\t\t\t\t\t \"frankingCredits\": 67.72,\n\t\t\t\t\t \"nonPrimaryProductionIncome\": 188.56\n\t\t\t\t \t},\n\t\t\t\t \t\"capitalGains\":\n\t\t\t\t \t{\n\t\t\t\t \t\t\"discountedCgAfterDiscount\": 2.59,\n\t\t\t\t \"discountedCgNtarpAfterDiscount\": null,\n\t\t\t\t \t\t\"discountRate\": \"1/2\",\n\t\t\t\t \t\t\"cgtConcessionAmount\": 1.29,\n\t\t\t\t \t\t\"cgIndexationMethod\": null,\n\t\t\t\t \"cgIndexationMethodNtarp\": null,\n\t\t\t\t \t\t\"cgOtherMethod\": 0.02,\n\t\t\t\t \"cgOtherMethodNtarp\": null,\n\t\t\t\t \t\t\"foreignDiscountedCgAfterDiscount\": null,\n\t\t\t\t \t\t\"foreignCgIndexationMethod\": null,\n\t\t\t\t \t\t\"foreignCgOtherMethod\": null,\n\t\t\t\t\t\t\t\t\"foreignDiscountedCgFtc\": null,\n \t\t\t\t\t\t\"foreignCgIndexationMethodFtc\": null,\n \t\t\t\t\t\t\"foreignCgOtherMethodFtc\": null,\n \t\t\t\t\t\t\"distributedCg\": 2.60,\n \t\t\t\t\t\t\"netCg\": 1.31\n\t\t\t\t \t},\n\t\t\t\t \t\"otherComponents\":\n\t\t\t\t \t{\n\t\t\t\t \t\t\"assessableForeignSourceIncome\": 31.31,\n\t\t\t\t \t\t\"otherNetForeignSourceIncome\": null,\n\t\t\t\t \t\t\"foreignIncomeTaxCredits\": 5.46,\n\t\t\t\t \t\t\"ausFrankingCreditsFromNz\": null,\t\n\t\t\t\t \t\t\"taxExempt\": null,\n\t\t\t\t \t\t\"taxFree\": null,\n\t\t\t\t \t\t\"taxDeferred\": null,\n\t\t\t\t \t\t\"amitCostBaseNetIncreaseShortfall\": null,\n\t\t\t\t \t\t\"amitCostBaseNetDecreaseExcess\": 10.17,\t\n\t\t\t\t \t\t\"lessTfnAmountsWithheld\": null,\n\t\t\t\t \t\t\"lessOtherExpenses\": null\n\t\t\t\t \t}\n\n\t\t\t\t },\n\t\t\t\t {\n \t\t\t\t\t\"transactionDate\": \"30/06/2020\",\n \t\t\t\t\t\"payment\": 0.00,\n \t\t\t\t\t\"taxableIncome\": 89.29,\n \t\t\t\t\t\"nonPrimaryProductionIncome\":\n\t\t\t\t {\n\t\t\t\t\t \"frankedDividends\": null,\n\t\t\t\t\t \"unfrankedDividends\": null,\n\t\t\t\t\t \"grossInterest\": 2.90,\n\t\t\t\t\t \"otherIncome\": 7.17,\n\t\t\t\t\t \"lessOtherAllowableTrustDeductions\": null,\n\t\t\t\t\t \"frankingCredits\": 89.85,\n\t\t\t\t\t \"nonPrimaryProductionIncome\": 234.05\n\t\t\t\t \t},\n\t\t\t\t \t\"capitalGains\":\n\t\t\t\t \t{\n\t\t\t\t \t\t\"discountedCgAfterDiscount\": 2.59,\n\t\t\t\t \"discountedCgNtarpAfterDiscount\": null,\n\t\t\t\t \t\t\"discountRate\": \"1/2\",\n\t\t\t\t \t\t\"cgtConcessionAmount\": 1.29,\n\t\t\t\t \t\t\"cgIndexationMethod\": null,\n\t\t\t\t \"cgIndexationMethodNtarp\": null,\n\t\t\t\t \t\t\"cgOtherMethod\": 0.02,\n\t\t\t\t \"cgOtherMethodNtarp\": null,\n\t\t\t\t \t\t\"foreignDiscountedCgAfterDiscount\": null,\n\t\t\t\t \t\t\"foreignCgIndexationMethod\": null,\n\t\t\t\t \t\t\"foreignCgOtherMethod\": null,\n\t\t\t\t\t\t\t\t\"foreignDiscountedCgFtc\": null,\n \t\t\t\t\t\t\"foreignCgIndexationMethodFtc\": null,\n \t\t\t\t\t\t\"foreignCgOtherMethodFtc\": null,\n \t\t\t\t\t\t\"distributedCg\": 2.60,\n \t\t\t\t\t\t\"netCg\": 1.31\n\t\t\t\t \t},\n\t\t\t\t \t\"otherComponents\":\n\t\t\t\t \t{\n\t\t\t\t \t\t\"assessableForeignSourceIncome\": 5.88,\n\t\t\t\t \t\t\"otherNetForeignSourceIncome\": null,\n\t\t\t\t \t\t\"foreignIncomeTaxCredits\": 0.80,\n\t\t\t\t \t\t\"ausFrankingCreditsFromNz\": null,\t\n\t\t\t\t \t\t\"taxExempt\": null,\n\t\t\t\t \t\t\"taxFree\": null,\n\t\t\t\t \t\t\"taxDeferred\": null,\n\t\t\t\t \t\t\"amitCostBaseNetIncreaseShortfall\": null,\n\t\t\t\t \t\t\"amitCostBaseNetDecreaseExcess\": 11.73,\t\n\t\t\t\t \t\t\"lessTfnAmountsWithheld\": null,\n\t\t\t\t \t\t\"lessOtherExpenses\": null\n\t\t\t\t \t}\n\n\t\t\t\t }\t\n \t\t\t]\n \t\t}\t\n \t]\n }\n ]\n}"}],"_postman_id":"d6c357c3-7de3-4e9a-ae88-a230b4e25b2b"},{"name":"Report - General Ledger","id":"93bce28e-642e-4f4c-a9fb-4773e3a9d803","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."}],"url":{"raw":"{{baseUrl}}/fund/generalLedger?format={{format}}&fundId={{fundId}}&start={{start}}&end={{end}}","host":["{{baseUrl}}"],"path":["fund","generalLedger"],"query":[{"key":"format","value":"{{format}}","description":"[OPTIONAL] Will return data in json or xml. Is optional and if not supplied data will be returned in json."},{"key":"fundId","value":"{{fundId}}","description":"[REQUIRED] The unique fund id"},{"key":"start","value":"{{start}}","description":"[OPTIONAL] Start date of Report. Expected format : yyyy-mm-dd"},{"key":"end","value":"{{end}}","description":"[OPTIONAL] End date of Report. Expected format : yyyy-mm-dd"}]},"description":"Allows you to retrieve an General Ledger for one an entity\n\n### API Scopes \nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n- investment\n- audit\n- smsf_partner\n\n### Entities Supported\nThe following entityTypes are supported\n- SMSF\n- BillableTrust \n- BillableCompany\n- BillableIndividual\n\n### Response\n\n**generalLedger array**\n\n| Key | Data Type | Description/Contraints |\n| -------- | -------- | -------- |\n| fundId | string | The Unique ID of the entity. This is unique across all entities on Simple Fund 360 |\n| start | Date | The Start Date of Report |\n| end | Date | The end date of the report |\n|data |Array| See Below |\n\n**data array**\n\n| Key | Data Type | Description/Contraints |\n| -------- | -------- | -------- |\n| fundName | string | The name of the entity |\n| fromDate | Date | The start date of the report |\n| toDate | Date | the end date of the report |\n| year | Date | The year of the report |\n| id | Object | |\n| accountClass | object | C = Control, S = Sub-account, N= Normal |\n| fundId | string | The unique ID of the entity |\n| taccountParentName | string | The name of the control account from the Chart of Accounts |\n| taccountParentCode | string | The account Code of the control account from the Chart of Accounts |\n| taccountSubCode | string | The sub-account Code from the Chart of Accounts |\n| taccountSubName | string | The name of the sub-account from the Chart of Accounts |\n| transactionDate | date | the date of the transaction |\n| transactionSource | Object |List in (Opening Balance) |\n| createSource | string | How transacation was created in SF360 if known |\n| processedDate | date | date transaction was last updated |\n| description | string | Transaction Description/narration |\n| units | number | Units for the Transaction or Balance |\n| amount | string | amount of the Transaction |\n| balance | number | running balance for the transaction |\n| bankFeedsProvider | string | Data feed source for the transaction |\n| state`mentBalance | number | |\n| lineType | Object | balance,total |\n\n**CreateSource**\n\nThe following is a list of how a transacation was created in Simple Fund 360 if known\n\n| Key | Description |\n| -------- | -------- | \n| SF360 | Manual Entry created by the User | \n| SFLAG | Transaction migrated from SF Desktop | \n| SFEI |Simple Fund 360 - Fund Import/Export | \n| CN | Data Feed - Contract Notes | \n| BTWrap, BTWrapCash, BTWrapShareTrade, BTWrapIncome | Data Feed - BT Wrap | \n| MacquarieEquityLever, MEQL, MEQLCash, MEQLShareTrade | Data Feed - Macquarie Equity Lever |\n| CommsecAdviserServicesAndRetail, Commsec, CommsecInvestment, CommsecIncome | Data Feed - Commsec Adviser Services |\n| COMMSECRInvestment, COMMSECRBank, COMMSECRIncome | Data Feed - CommSec Retail |\n| Praemium | Data Feed - Praemium |\n| BGLBank | Data Feed - BGL Bank Data Service | \n| CSVBank | File Upload - Bank CSV |\n| Xero | Xero API|\n| CSVBroker | File Upload - Broker CSV | \n| IOOF, IOOFWBank, IOOFLBank, IOOFPBank, IOOFWInvestment, IOOFLInvestment, IOOFPInvestment, IOOFWIncome, IOOFLIncome, IOOFPIncome | Data Feed - IOOF |\n| AET, AETPBank, AETPIncome, AETPInvestment, AETSBank, AETSIncome, AETSInvestment | Data Feed - AET | \n| DNR, DNRBank, DNRInvestment, DNRIncome | Data Feed - DNR Capital | \n| ANET, ANETBank, ANETIncome, ANETInvestment | Data Feed - AdviserNET (Asgard) |\n| SELFWEALTH, SELFWEALTHBank | Data Feed - SelfWealth | \n| MASON, MASONBank, 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See Investment Control Account Array |\n| unreconciledInvestments | array | Contains a set of investments displaying in the Unreconciled list of the report. See Investment Control Account Array |\n\n**Investment Control Account Array**\n\n| Key | Type | Comments |\n| -------- | -------- | -------- |\n| accountCode | string | The Account Code from the Chart of Accounts. |\n| investmentControlName | The header for each investment class in the report (eg: Shares in Listed Companies (Australian) | |\n| accounts | array | List of sub-accounts for the Control account |\n| totalIncomeAmount | number | Total of Income Amount for the Control Account |\n| totalFrankingCredit | number | Total Franking Credits for the Control Account |\n| totalExternalEstimatedIncome | number | Total Estimated Income for the Control Account |\n| totalExternalEstimatedFranking | number | Total Estimated Franking Credits for the Control Account |\n\n**account array**\n\n| Key | Type | Comments |\n| -------- | -------- | -------- |\n| accountCode | string | The Sub-Account Code from the Chart of Accounts. |\n| securityCode | string | Value in Investment column / code eg: ABC.AX |\n| accountName | string | The name of the account from the Chart of Accounts eg: Adelaide Brighton Limited |\n| incomeEntries | array | Each investment account can have multiple income entries |\n\n**incomeEntries array**\n\n| Key | Type | Comments |\n| -------- | -------- | -------- |\n| transactionDate | string | Transaction Date recorded in Simple Fund 360. |\n| incomeAmount | string | Income Amount recorded in Simple Fund 360 |\n| frankingCredit | string | Franking/Imputed Credits recorded in Simple Fund 360 |\n| externalDatePayable | string |Date Payable reported by third party |\n| externalExDate | string | Ex dividend/distribution date reported by Third Party |\n| unitsOnHand | string | Units on hand as at externalExDate |\n| 45DayQualifiedUnits | string | Number of units which pass 45 day rule test |\n| externalAmountPerUnit | string | Income amount per unit as reported by External Source e.g. ASX |\n| externalEstimatedIncome | string | Estimated Income amount based on external data |\n| externalEstimatedFranking | number | Estimated Franking amount based on external data |"},"response":[],"_postman_id":"ba5c5118-fa08-42ce-afa4-56506a61fdcc"},{"name":"Report - Investment Movement","id":"b3090efd-7237-4da9-b8d2-3477c61f8485","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"GET","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/sf/funds/:fundId/reports/investmentMovement?financialYear={{financialYear}}","host":["{{baseUrl}}"],"path":["sf","funds",":fundId","reports","investmentMovement"],"query":[{"key":"financialYear","value":"{{financialYear}}","description":"[REQUIRED] The Financial Year of the report. 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entity|\n|disposalsAccountProfitOrLossTotals| number| The sum of all accounting gains/losses for all disposals for the entity |\n|disposalsCostTotals| number |The sum of all disposals for the entity |\n|investments| Array | see below|\n|openingBalanceCostTotals| number|The sum of all Opening Balances for Investments for the entity |\n\n**Investment Array**\n\n| Field | Data Type | Comments |\n| -------- | -------- | -------- |\n|additionsCostTotals| number | The sum of all additions to the Investment |\n|closingBalanceCostTotals| number | The sum of all closing balances Investment |\n|closingBalanceMarketValueTotals | number |The sum of all Investment's Market Value for the Investment|\n|disposalsAccountProfitOrLossTotals| number| The sum of all accounting gains/losses for all disposals for the Investment |\n|disposalsCostTotals| number |The sum of all disposals for the Investment |\n|investmentdetailsList| Array | see below|\n|openingBalanceCostTotals| number |The sum of all Opening Balances for the Investments |\n|parentInvestmentAccCode| string |The sum of all Opening Balances for the Investment |\n|parentInvestmentName| string |The sum of all Opening Balances for the Investment |\n\n**investmentdetailsList Array**\n\n| Field | Data Type | Comments |\n| -------- | -------- | -------- |\n|transactionType | String | Transaction line from list of (additions, closingBalance, disposals, investmentCode) |\n| accountingProfitOrLoss | number| Where transactionType = disposals this will be accounting gain or loss | \n| cost | number | The balance or movement to the cost base of the Investment | \n| marketValue | number | The Clsoing Market value of the Investment | \n| units | number | The balance or movement in units for the Investment |"},"response":[{"id":"4a559d64-500d-4eac-aa90-da18a836e0de","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/sf/funds/8a009f2045d7e0700145d97aea3d0005/reports/investmentMovement?financialYear=2019","host":["{{baseUrl}}"],"path":["sf","funds","8a009f2045d7e0700145d97aea3d0005","reports","investmentMovement"],"query":[{"key":"financialYear","value":"2019"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"additionsCostTotals\": 0,\n \"closingBalanceCostTotals\": 2405.42,\n \"closingBalanceMarketValueTotals\": 790528,\n \"disposalsAccountProfitOrLossTotals\": 0,\n \"disposalsCostTotals\": 0,\n \"investments\": [\n {\n \"additionsCostTotals\": 0,\n \"closingBalanceCostTotals\": -9679.75,\n \"closingBalanceMarketValueTotals\": -9679.75,\n \"disposalsAccountProfitOrLossTotals\": 0,\n \"disposalsCostTotals\": 0,\n \"investmentDetailsList\": [\n {\n \"additions\": {\n \"accountingProfitOrLoss\": 0,\n \"cost\": 0,\n \"marketValue\": 0,\n \"units\": 0\n },\n \"closingBalance\": {\n \"accountingProfitOrLoss\": 0,\n \"cost\": -9679.75,\n \"marketValue\": -9679.75,\n \"units\": 0\n },\n \"disposals\": {\n \"accountingProfitOrLoss\": 0,\n \"cost\": 0,\n \"marketValue\": 0,\n \"units\": 0\n },\n \"investmentCode\": \"\",\n \"openingBalance\": {\n \"accountingProfitOrLoss\": 0,\n \"cost\": -9679.75,\n \"marketValue\": 0,\n \"units\": 0\n },\n \"subInvestmentAccCode\": \"32253223\",\n \"subInvestmentName\": \"24323\"\n }\n ],\n \"openingBalanceCostTotals\": -9679.75,\n \"parentInvestmentAccCode\": \"60400\",\n \"parentInvestmentName\": \"Bank Accounts\"\n },\n {\n \"additionsCostTotals\": 0,\n \"closingBalanceCostTotals\": 0,\n \"closingBalanceMarketValueTotals\": 25,\n \"disposalsAccountProfitOrLossTotals\": 0,\n \"disposalsCostTotals\": 0,\n \"investmentDetailsList\": [\n {\n \"additions\": {\n \"accountingProfitOrLoss\": 0,\n \"cost\": 0,\n \"marketValue\": 0,\n \"units\": 0\n },\n \"closingBalance\": {\n \"accountingProfitOrLoss\": 0,\n \"cost\": 0,\n \"marketValue\": 25,\n \"units\": 1\n },\n \"disposals\": {\n \"accountingProfitOrLoss\": 0,\n \"cost\": 0,\n \"marketValue\": 0,\n \"units\": 0\n },\n \"investmentCode\": \"01598\",\n \"openingBalance\": {\n \"accountingProfitOrLoss\": 0,\n \"cost\": 0,\n \"marketValue\": 0,\n \"units\": 1\n },\n \"subInvestmentAccCode\": \"01598test\",\n \"subInvestmentName\": \"Cfs Mif-Imputation\"\n }\n ],\n \"openingBalanceCostTotals\": 0,\n \"parentInvestmentAccCode\": \"71000\",\n \"parentInvestmentName\": \"Collectables (Coins, Stamps, Wine and Other Personal Use Assets)\"\n },\n {\n \"additionsCostTotals\": 0,\n \"closingBalanceCostTotals\": 15.17,\n \"closingBalanceMarketValueTotals\": 24.55,\n \"disposalsAccountProfitOrLossTotals\": 0,\n \"disposalsCostTotals\": 0,\n \"investmentDetailsList\": [\n {\n \"additions\": {\n \"accountingProfitOrLoss\": 0,\n \"cost\": 0,\n \"marketValue\": 0,\n \"units\": 0\n },\n \"closingBalance\": {\n \"accountingProfitOrLoss\": 0,\n \"cost\": 15.17,\n \"marketValue\": 24.55,\n \"units\": 10\n },\n \"disposals\": {\n \"accountingProfitOrLoss\": 0,\n \"cost\": 0,\n \"marketValue\": 0,\n \"units\": 0\n },\n \"investmentCode\": \"*ACORN\",\n \"openingBalance\": {\n \"accountingProfitOrLoss\": 0,\n \"cost\": 15.17,\n \"marketValue\": 0,\n \"units\": 10\n },\n \"subInvestmentAccCode\": \"*ACORN2\",\n \"subInvestmentName\": \"Acorn Capital W/S Microcap Trust\"\n }\n ],\n \"openingBalanceCostTotals\": 15.17,\n \"parentInvestmentAccCode\": \"72450\",\n \"parentInvestmentName\": \"Fixed Interest Securities (Australian) - Unitised\"\n },\n {\n \"additionsCostTotals\": 0,\n \"closingBalanceCostTotals\": 10099,\n \"closingBalanceMarketValueTotals\": 800000,\n \"disposalsAccountProfitOrLossTotals\": 0,\n \"disposalsCostTotals\": 0,\n \"investmentDetailsList\": [\n {\n \"additions\": {\n \"accountingProfitOrLoss\": 0,\n \"cost\": 0,\n \"marketValue\": 0,\n \"units\": 0\n },\n \"closingBalance\": {\n \"accountingProfitOrLoss\": 0,\n \"cost\": 10099,\n \"marketValue\": 800000,\n \"units\": 1\n },\n \"disposals\": {\n \"accountingProfitOrLoss\": 0,\n \"cost\": 0,\n \"marketValue\": 0,\n \"units\": 0\n },\n \"investmentCode\": \"10003212\",\n \"openingBalance\": {\n \"accountingProfitOrLoss\": 0,\n \"cost\": 10099,\n \"marketValue\": 0,\n \"units\": 1\n },\n \"subInvestmentAccCode\": \"100032121\",\n \"subInvestmentName\": \"34 Lower Stanley Road, BW\"\n }\n ],\n \"openingBalanceCostTotals\": 10099,\n \"parentInvestmentAccCode\": \"77200\",\n \"parentInvestmentName\": \"Real Estate Properties ( Australian - Residential)\"\n },\n {\n \"additionsCostTotals\": 0,\n \"closingBalanceCostTotals\": 1970,\n \"closingBalanceMarketValueTotals\": 145.25,\n \"disposalsAccountProfitOrLossTotals\": 0,\n \"disposalsCostTotals\": 0,\n \"investmentDetailsList\": [\n {\n \"additions\": {\n \"accountingProfitOrLoss\": 0,\n \"cost\": 0,\n \"marketValue\": 0,\n \"units\": 0\n },\n \"closingBalance\": {\n \"accountingProfitOrLoss\": 0,\n \"cost\": 100,\n \"marketValue\": 33.91,\n \"units\": 1\n },\n \"disposals\": {\n \"accountingProfitOrLoss\": 0,\n \"cost\": 0,\n \"marketValue\": 0,\n \"units\": 0\n },\n \"investmentCode\": \"BHP.AX\",\n \"openingBalance\": {\n \"accountingProfitOrLoss\": 0,\n \"cost\": 100,\n \"marketValue\": 0,\n \"units\": 1\n },\n \"subInvestmentAccCode\": \"BHP.AX\",\n \"subInvestmentName\": \"BHP Billiton Limited\"\n },\n {\n \"additions\": {\n \"accountingProfitOrLoss\": 0,\n \"cost\": 0,\n \"marketValue\": 0,\n \"units\": 0\n },\n \"closingBalance\": {\n \"accountingProfitOrLoss\": 0,\n \"cost\": 600,\n \"marketValue\": 0.09,\n \"units\": 11\n },\n \"disposals\": {\n \"accountingProfitOrLoss\": 0,\n \"cost\": 0,\n \"marketValue\": 0,\n \"units\": 0\n },\n \"investmentCode\": \"FGF.AX\",\n \"openingBalance\": {\n \"accountingProfitOrLoss\": 0,\n \"cost\": 600,\n \"marketValue\": 0,\n \"units\": 11\n },\n \"subInvestmentAccCode\": \"FGF.AX\",\n \"subInvestmentName\": \"First Growth Funds Limited\"\n },\n {\n \"additions\": {\n \"accountingProfitOrLoss\": 0,\n \"cost\": 0,\n \"marketValue\": 0,\n \"units\": 0\n },\n \"closingBalance\": {\n \"accountingProfitOrLoss\": 0,\n \"cost\": 100,\n \"marketValue\": 27.41,\n \"units\": 1\n },\n \"disposals\": {\n \"accountingProfitOrLoss\": 0,\n \"cost\": 0,\n \"marketValue\": 0,\n \"units\": 0\n },\n \"investmentCode\": \"NAB.AX\",\n \"openingBalance\": {\n \"accountingProfitOrLoss\": 0,\n \"cost\": 100,\n \"marketValue\": 0,\n \"units\": 1\n },\n \"subInvestmentAccCode\": \"NAB.AX3\",\n \"subInvestmentName\": \"NATIONAL AUSTRALIA BANK LIMITED\"\n },\n {\n \"additions\": {\n \"accountingProfitOrLoss\": 0,\n \"cost\": 0,\n \"marketValue\": 0,\n \"units\": 0\n },\n \"closingBalance\": {\n \"accountingProfitOrLoss\": 0,\n \"cost\": 1170,\n \"marketValue\": 83.84,\n \"units\": 32\n },\n \"disposals\": {\n \"accountingProfitOrLoss\": 0,\n \"cost\": 0,\n \"marketValue\": 0,\n \"units\": 0\n },\n \"investmentCode\": \"TLS.AX\",\n \"openingBalance\": {\n \"accountingProfitOrLoss\": 0,\n \"cost\": 1170,\n \"marketValue\": 0,\n \"units\": 32\n },\n \"subInvestmentAccCode\": \"TLS.AX4\",\n \"subInvestmentName\": \"TELSTRA CORPORATION LIMITED.\"\n }\n ],\n \"openingBalanceCostTotals\": 1970,\n \"parentInvestmentAccCode\": \"77600\",\n \"parentInvestmentName\": \"Shares in Listed Companies (Australian)\"\n },\n {\n \"additionsCostTotals\": 0,\n \"closingBalanceCostTotals\": 1,\n \"closingBalanceMarketValueTotals\": 12.95,\n \"disposalsAccountProfitOrLossTotals\": 0,\n \"disposalsCostTotals\": 0,\n \"investmentDetailsList\": [\n {\n \"additions\": {\n \"accountingProfitOrLoss\": 0,\n \"cost\": 0,\n \"marketValue\": 0,\n \"units\": 0\n },\n \"closingBalance\": {\n \"accountingProfitOrLoss\": 0,\n \"cost\": 1,\n \"marketValue\": 12.95,\n \"units\": 10\n },\n \"disposals\": {\n \"accountingProfitOrLoss\": 0,\n \"cost\": 0,\n \"marketValue\": 0,\n \"units\": 0\n },\n \"investmentCode\": \"ANZLOP.AX\",\n \"openingBalance\": {\n \"accountingProfitOrLoss\": 0,\n \"cost\": 1,\n \"marketValue\": 0,\n \"units\": 10\n },\n \"subInvestmentAccCode\": \"ANZLOP.AX2\",\n \"subInvestmentName\": \"CITIWARRANTS (CITIGROUP GLOBAL MARKETS AUS PTY LTD)2\"\n }\n ],\n \"openingBalanceCostTotals\": 1,\n \"parentInvestmentAccCode\": \"78200\",\n \"parentInvestmentName\": \"Units in Listed Unit Trusts (Australian)\"\n }\n ],\n \"openingBalanceCostTotals\": 2405.42\n}\n"}],"_postman_id":"b3090efd-7237-4da9-b8d2-3477c61f8485"},{"name":"Report - Investment Summary","id":"e21b635c-38b4-4a5b-b6f2-07ea492ab5f4","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"GET","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer 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Is optional and if not supplied data will be returned in json."},{"key":"start","value":"{{start}}","description":"[OPTIONAL] Start date of Investment Report. Expected format : yyyy-mm-dd"},{"key":"end","value":"{{end}}","description":"[OPTIONAL] End date of Investment Report. Expected format : yyyy-mm-dd"},{"key":"max","value":"{{max}}","description":"[OPTIONAL] The max number of data will be returned. The default value is 50."},{"key":"offset","value":"{{offset}}","description":"[OPTIONAL] The offset from the first result to return from. The default value is 0."}]},"description":"Allows you to retrieve an Investment Summary for one or multiple entity(s). \n\n### API Scopes \nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n- investment\n- audit\n- smsf_partner\n\n### Entities Supported\nThe following entityTypes are supported\n- SMSF\n- BillableTrust \n- BillableCompany\n- BillableIndividual"},"response":[{"id":"e1585eb3-95ed-417e-a5ce-68fad547baa3","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/fund/investmentSummary?start=2017-07-01&end=\n2018-06-01&max=50&offset=0\n&fundId=8a9c9e744ebc893a014ebd429dea000c","host":["{{baseUrl}}"],"path":["fund","investmentSummary"],"query":[{"key":"format","value":"","disabled":true},{"key":"start","value":"2017-07-01"},{"key":"end","value":"\n2018-06-01"},{"key":"max","value":"50"},{"key":"offset","value":"0\n"},{"key":"fundId","value":"8a9c9e744ebc893a014ebd429dea000c"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"investmentSummary\": {\n \"fundId\": \"8a9c9e744ebc893a014ebd429dea000c\",\n \"start\": \"2017-06-30T14:00:00Z\",\n \"end\": \"2018-06-30T13:59:59Z\",\n \"data\": [\n {\n \"investmentName\": \"CBA BANK\",\n \"code\": \"bank\",\n \"units\": null,\n \"mktPrice\": 271108.47,\n \"cost\": 271108.47,\n \"mktValueAsPerLedger\": 271108.47,\n \"currentYearUnRealisedMovement\": null,\n \"investmentGroup\": \"Cash/Bank Accounts\",\n \"aveCost\": 271108.47,\n \"unitsMarketPrice\": 271108.47,\n \"unRealisedMovement\": null,\n \"realisedMovement\": null\n },\n {\n \"investmentName\": \"TD Macquarie\",\n \"code\": \"TD001\",\n \"units\": null,\n \"mktPrice\": 116000,\n \"cost\": 116000,\n \"mktValueAsPerLedger\": 116000,\n \"currentYearUnRealisedMovement\": null,\n \"investmentGroup\": \"Cash/Bank Accounts\",\n \"aveCost\": 116000,\n \"unitsMarketPrice\": 116000,\n \"unRealisedMovement\": null,\n \"realisedMovement\": null\n },\n {\n \"investmentName\": \"5 Smith Street, Collingwood\",\n \"code\": \"5smithst\",\n \"units\": 1,\n \"mktPrice\": 600000,\n \"cost\": 750000,\n \"mktValueAsPerLedger\": 600000,\n \"currentYearUnRealisedMovement\": 0,\n \"investmentGroup\": \"Real Estate Properties ( Australian - Residential)\",\n \"aveCost\": 750000,\n \"unitsMarketPrice\": 600000,\n \"unRealisedMovement\": -150000,\n \"realisedMovement\": 0\n },\n {\n \"investmentName\": \"Collection House Limited\",\n \"code\": \"CLH.AX\",\n \"units\": 20818,\n \"mktPrice\": 1.32,\n \"cost\": 21780,\n \"mktValueAsPerLedger\": 22899.8,\n \"currentYearUnRealisedMovement\": 0,\n \"investmentGroup\": \"Shares in Listed Companies (Australian)\",\n \"aveCost\": 1.05,\n \"unitsMarketPrice\": 27479.76,\n \"unRealisedMovement\": 5699.76,\n \"realisedMovement\": 0\n },\n {\n \"investmentName\": \"Commonwealth Bank Of Australia.\",\n \"code\": \"CBA.AX\",\n \"units\": 3159,\n \"mktPrice\": 75.73,\n \"cost\": 206090.48,\n \"mktValueAsPerLedger\": 234934.83,\n \"currentYearUnRealisedMovement\": 0,\n \"investmentGroup\": \"Shares in Listed Companies (Australian)\",\n \"aveCost\": 65.24,\n \"unitsMarketPrice\": 239231.07,\n \"unRealisedMovement\": 33140.59,\n \"realisedMovement\": 0\n },\n {\n \"investmentName\": \"Macquarie Group Limited\",\n \"code\": \"MQG.AX\",\n \"units\": 1589,\n \"mktPrice\": 86.13,\n \"cost\": 96015.7,\n \"mktValueAsPerLedger\": 109482.1,\n \"currentYearUnRealisedMovement\": 0,\n \"investmentGroup\": \"Shares in Listed Companies (Australian)\",\n \"aveCost\": 60.43,\n \"unitsMarketPrice\": 136860.57,\n \"unRealisedMovement\": 40844.87,\n \"realisedMovement\": 0\n },\n {\n \"investmentName\": \"NORDIC INVESTMENT BANK 5.25% BDS 26/11/2019 GBP(VAR)\",\n \"code\": \"01OO.L\",\n \"units\": 1000,\n \"mktPrice\": 0,\n \"cost\": 10000,\n \"mktValueAsPerLedger\": 10000,\n \"currentYearUnRealisedMovement\": 0,\n \"investmentGroup\": \"Shares in Listed Companies (Australian)\",\n \"aveCost\": 10,\n \"unitsMarketPrice\": 0,\n \"unRealisedMovement\": -10000,\n \"realisedMovement\": 0\n },\n {\n \"investmentName\": \"National Australia Bank Limited\",\n \"code\": \"NAB.AX\",\n \"units\": 970,\n \"mktPrice\": 30.08,\n \"cost\": 43200.77,\n \"mktValueAsPerLedger\": 24667.1,\n \"currentYearUnRealisedMovement\": 0,\n \"investmentGroup\": \"Shares in Listed Companies (Australian)\",\n \"aveCost\": 44.54,\n \"unitsMarketPrice\": 29177.6,\n \"unRealisedMovement\": -14023.17,\n \"realisedMovement\": 0\n },\n {\n \"investmentName\": \"Regis Resources Limited\",\n \"code\": \"RRL.AX\",\n \"units\": 40000,\n \"mktPrice\": 4.05,\n \"cost\": 100000,\n \"mktValueAsPerLedger\": 136800,\n \"currentYearUnRealisedMovement\": 0,\n \"investmentGroup\": \"Shares in Listed Companies (Australian)\",\n \"aveCost\": 2.5,\n \"unitsMarketPrice\": 162000,\n \"unRealisedMovement\": 62000,\n \"realisedMovement\": 0\n },\n {\n \"investmentName\": \"Telstra Corporation Limited.\",\n \"code\": \"TLS.AX\",\n \"units\": 10000,\n \"mktPrice\": 3.84,\n \"cost\": 50000,\n \"mktValueAsPerLedger\": 55600,\n \"currentYearUnRealisedMovement\": 0,\n \"investmentGroup\": \"Shares in Listed Companies (Australian)\",\n \"aveCost\": 5,\n \"unitsMarketPrice\": 38400,\n \"unRealisedMovement\": -11600,\n \"realisedMovement\": 0\n },\n {\n \"investmentName\": \"The A2 Milk Company Limited\",\n \"code\": \"A2M.AX\",\n \"units\": 100000,\n \"mktPrice\": 5.02,\n \"cost\": 80000,\n \"mktValueAsPerLedger\": 175000,\n \"currentYearUnRealisedMovement\": 0,\n \"investmentGroup\": \"Shares in Listed Companies (Australian)\",\n \"aveCost\": 0.8,\n \"unitsMarketPrice\": 502000,\n \"unRealisedMovement\": 422000,\n \"realisedMovement\": 0\n },\n {\n \"investmentName\": \"Transfield Services Limited\",\n \"code\": \"TSE.AX\",\n \"units\": 20000,\n \"mktPrice\": 1.055,\n \"cost\": 20000,\n \"mktValueAsPerLedger\": 21100,\n \"currentYearUnRealisedMovement\": 0,\n \"investmentGroup\": \"Shares in Listed Companies (Australian)\",\n \"aveCost\": 1,\n \"unitsMarketPrice\": 21100,\n \"unRealisedMovement\": 1100,\n \"realisedMovement\": 0\n },\n {\n \"investmentName\": \"Vocus Communications Limited\",\n \"code\": \"VOC.AX\",\n \"units\": 6667,\n \"mktPrice\": 2.39,\n \"cost\": 50000,\n \"mktValueAsPerLedger\": 56802.84,\n \"currentYearUnRealisedMovement\": 0,\n \"investmentGroup\": \"Shares in Listed Companies (Australian)\",\n \"aveCost\": 7.5,\n \"unitsMarketPrice\": 15934.13,\n \"unRealisedMovement\": -34065.87,\n \"realisedMovement\": 0\n },\n {\n \"investmentName\": \"Apple Inc.\",\n \"code\": \"AAPL.NDQ2\",\n \"units\": 100,\n \"mktPrice\": 205.5387,\n \"cost\": 10000,\n \"mktValueAsPerLedger\": 12873.69,\n \"currentYearUnRealisedMovement\": 0,\n \"investmentGroup\": \"Shares in Listed Companies (Overseas)\",\n \"aveCost\": 100,\n \"unitsMarketPrice\": 20553.87,\n \"unRealisedMovement\": 10553.87,\n \"realisedMovement\": 0\n },\n {\n \"investmentName\": \"CFS WS Aust Share Fund Core\",\n \"code\": \"CFM0404AU\",\n \"units\": 10000,\n \"mktPrice\": 1.3789,\n \"cost\": 100000,\n \"mktValueAsPerLedger\": 13679,\n \"currentYearUnRealisedMovement\": 0,\n \"investmentGroup\": \"Units in Listed Unit Trusts (Australian)\",\n \"aveCost\": 10,\n \"unitsMarketPrice\": 13789,\n \"unRealisedMovement\": -86211,\n \"realisedMovement\": 0\n }\n ]\n }\n}"}],"_postman_id":"e21b635c-38b4-4a5b-b6f2-07ea492ab5f4"},{"name":"Report - Investment 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{{token}}"}],"url":{"raw":"{{baseUrl}}/fund/investmentSummaryWithSource?fundId=SMITH001&start=2016-07-01&end=2017-06-30","host":["{{baseUrl}}"],"path":["fund","investmentSummaryWithSource"],"query":[{"key":"format","value":"","disabled":true},{"key":"fundId","value":"SMITH001"},{"key":"start","value":"2016-07-01"},{"key":"end","value":"2017-06-30"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"investmentSummaryWithSource\": {\n \"fundId\": \"8a9c9e744ebc893a014ebd429dea000c\",\n \"start\": \"2017-06-30T14:00:00Z\",\n \"end\": \"2018-06-30T13:59:59Z\",\n \"data\": [\n {\n \"securityCode\": null,\n \"securityType\": null,\n \"investType\": null,\n \"marketPriceDate\": null,\n \"units\": null,\n \"marketPrice\": 188096.5,\n \"averageCost\": 188096.5,\n \"accountingCost\": 188096.5,\n \"currentYearUnRealisedMovement\": null,\n \"portfolioWeight\": 0,\n \"unRealisedMovement\": null,\n \"dataSource\": \"SF360\",\n \"controlChartAccountCode\": \"60400\",\n \"controlChartAccountName\": \"Cash/Bank Accounts\",\n \"subChartAccountName\": \"CBA BANK\",\n \"subChartAccountCode\": \"bank\",\n \"marketValueAsPerLedger\": 188096.5,\n \"marketValue\": 188096.5\n },\n {\n \"securityCode\": null,\n \"securityType\": null,\n \"investType\": null,\n \"marketPriceDate\": null,\n \"units\": null,\n \"marketPrice\": 116000,\n \"averageCost\": 116000,\n \"accountingCost\": 116000,\n \"currentYearUnRealisedMovement\": null,\n \"portfolioWeight\": 0,\n \"unRealisedMovement\": null,\n \"dataSource\": \"SF360\",\n \"controlChartAccountCode\": \"60800\",\n \"controlChartAccountName\": \"Cash/Bank Accounts\",\n \"subChartAccountName\": \"TD Macquarie\",\n \"subChartAccountCode\": \"TD001\",\n \"marketValueAsPerLedger\": 116000,\n \"marketValue\": 116000\n },\n {\n \"securityCode\": \"CFM0404AU\",\n \"securityType\": null,\n \"investType\": \"UUT\",\n \"marketPriceDate\": \"2017-08-28\",\n \"units\": 10000,\n \"marketPrice\": 1.3789,\n \"averageCost\": 10,\n \"accountingCost\": 100000,\n \"currentYearUnRealisedMovement\": -0.86,\n \"portfolioWeight\": 0,\n \"unRealisedMovement\": -86211,\n \"dataSource\": \"SF360\",\n \"controlChartAccountCode\": \"78200\",\n \"controlChartAccountName\": \"Units in Listed Unit Trusts (Australian)\",\n \"subChartAccountName\": \"CFS WS Aust Share Fund Core\",\n \"subChartAccountCode\": \"CFM0404AU\",\n \"marketValueAsPerLedger\": 100000,\n \"marketValue\": 13789\n },\n {\n \"securityCode\": \"AAPL.NDQ\",\n \"securityType\": \"Ordinary_Shares\",\n \"investType\": \"NASDAQ\",\n \"marketPriceDate\": \"2017-08-29\",\n \"units\": 100,\n \"marketPrice\": 205.5387,\n \"averageCost\": 100,\n \"accountingCost\": 10000,\n \"currentYearUnRealisedMovement\": 1.06,\n \"portfolioWeight\": 0,\n \"unRealisedMovement\": 10553.87,\n \"dataSource\": \"SF360\",\n \"controlChartAccountCode\": \"77700\",\n \"controlChartAccountName\": \"Shares in Listed Companies (Overseas)\",\n \"subChartAccountName\": \"Apple Inc.\",\n \"subChartAccountCode\": \"AAPL.NDQ2\",\n \"marketValueAsPerLedger\": 10000,\n \"marketValue\": 20553.87\n },\n {\n \"securityCode\": \"5smithst\",\n \"securityType\": \"Ordinary_Shares\",\n \"investType\": \"MANUAL\",\n \"marketPriceDate\": \"2016-06-30\",\n \"units\": 1,\n \"marketPrice\": 600000,\n \"averageCost\": 750000,\n \"accountingCost\": 750000,\n \"currentYearUnRealisedMovement\": -0.2,\n \"portfolioWeight\": 0,\n \"unRealisedMovement\": -150000,\n \"dataSource\": \"SF360\",\n \"controlChartAccountCode\": \"77200\",\n \"controlChartAccountName\": \"Real Estate Properties ( Australian - Residential)\",\n \"subChartAccountName\": \"5 Smith Street, Collingwood\",\n \"subChartAccountCode\": \"5smithst\",\n \"marketValueAsPerLedger\": 750000,\n \"marketValue\": 600000\n },\n {\n \"securityCode\": null,\n \"securityType\": null,\n \"investType\": null,\n \"marketPriceDate\": null,\n \"units\": null,\n \"marketPrice\": 83011.97,\n \"averageCost\": 83011.97,\n \"accountingCost\": 83011.97,\n \"currentYearUnRealisedMovement\": null,\n \"portfolioWeight\": 0,\n \"unRealisedMovement\": null,\n \"dataSource\": \"CSVBank\",\n \"controlChartAccountCode\": \"60400\",\n \"controlChartAccountName\": \"Cash/Bank Accounts\",\n \"subChartAccountName\": \"CBA BANK\",\n \"subChartAccountCode\": \"bank\",\n \"marketValueAsPerLedger\": 83011.97,\n \"marketValue\": 83011.97\n },\n {\n \"securityCode\": \"01OO.L\",\n \"securityType\": \"Ordinary_Shares\",\n \"investType\": \"LSE\",\n \"marketPriceDate\": null,\n \"units\": 1000,\n \"marketPrice\": 0,\n \"averageCost\": 10,\n \"accountingCost\": 10000,\n \"currentYearUnRealisedMovement\": -1,\n \"portfolioWeight\": 0,\n \"unRealisedMovement\": -10000,\n \"dataSource\": \"SF360\",\n \"controlChartAccountCode\": \"77600\",\n \"controlChartAccountName\": \"Shares in Listed Companies (Australian)\",\n \"subChartAccountName\": \"NORDIC INVESTMENT BANK 5.25% BDS 26/11/2019 GBP(VAR)\",\n \"subChartAccountCode\": \"01OO.L\",\n \"marketValueAsPerLedger\": 10000,\n \"marketValue\": 0\n },\n {\n \"securityCode\": \"A2M.AX\",\n \"securityType\": \"Ordinary_Shares\",\n \"investType\": \"ASX\",\n \"marketPriceDate\": \"2017-08-29\",\n \"units\": 100000,\n \"marketPrice\": 5.02,\n \"averageCost\": 0.8,\n \"accountingCost\": 80000,\n \"currentYearUnRealisedMovement\": 5.28,\n \"portfolioWeight\": 0,\n \"unRealisedMovement\": 422000,\n \"dataSource\": \"CSVBroker\",\n \"controlChartAccountCode\": \"77600\",\n \"controlChartAccountName\": \"Shares in Listed Companies (Australian)\",\n \"subChartAccountName\": \"The A2 Milk Company Limited\",\n \"subChartAccountCode\": \"A2M.AX\",\n \"marketValueAsPerLedger\": 80000,\n \"marketValue\": 502000\n },\n {\n \"securityCode\": \"CBA.AX\",\n \"securityType\": \"Ordinary_Shares\",\n \"investType\": \"ASX\",\n \"marketPriceDate\": \"2017-08-29\",\n \"units\": 3159,\n \"marketPrice\": 75.73,\n \"averageCost\": 65.24,\n \"accountingCost\": 206090.48,\n \"currentYearUnRealisedMovement\": 0.16,\n \"portfolioWeight\": 0,\n \"unRealisedMovement\": 33140.59,\n \"dataSource\": \"SF360\",\n \"controlChartAccountCode\": \"77600\",\n \"controlChartAccountName\": \"Shares in Listed Companies (Australian)\",\n \"subChartAccountName\": \"Commonwealth Bank Of Australia.\",\n \"subChartAccountCode\": \"CBA.AX\",\n \"marketValueAsPerLedger\": 206090.48,\n \"marketValue\": 239231.07\n },\n {\n \"securityCode\": \"CLH.AX\",\n \"securityType\": \"Ordinary_Shares\",\n \"investType\": \"ASX\",\n \"marketPriceDate\": \"2017-08-29\",\n \"units\": 818,\n \"marketPrice\": 1.32,\n \"averageCost\": 0.95,\n \"accountingCost\": 780,\n \"currentYearUnRealisedMovement\": 0.38,\n \"portfolioWeight\": 0,\n \"unRealisedMovement\": 299.76,\n \"dataSource\": \"SF360\",\n \"controlChartAccountCode\": \"77600\",\n \"controlChartAccountName\": \"Shares in Listed Companies (Australian)\",\n \"subChartAccountName\": \"Collection House Limited\",\n \"subChartAccountCode\": \"CLH.AX\",\n \"marketValueAsPerLedger\": 780,\n \"marketValue\": 1079.76\n },\n {\n \"securityCode\": \"MQG.AX\",\n \"securityType\": \"Ordinary_Shares\",\n \"investType\": \"ASX\",\n \"marketPriceDate\": \"2017-08-29\",\n \"units\": 1589,\n \"marketPrice\": 86.13,\n \"averageCost\": 60.43,\n \"accountingCost\": 96015.7,\n \"currentYearUnRealisedMovement\": 0.43,\n \"portfolioWeight\": 0,\n \"unRealisedMovement\": 40844.87,\n \"dataSource\": \"SF360\",\n \"controlChartAccountCode\": \"77600\",\n \"controlChartAccountName\": \"Shares in Listed Companies (Australian)\",\n \"subChartAccountName\": \"Macquarie Group Limited\",\n \"subChartAccountCode\": \"MQG.AX\",\n \"marketValueAsPerLedger\": 96015.7,\n \"marketValue\": 136860.57\n },\n {\n \"securityCode\": \"CLH.AX\",\n \"securityType\": \"Ordinary_Shares\",\n \"investType\": \"ASX\",\n \"marketPriceDate\": \"2017-08-29\",\n \"units\": 20000,\n \"marketPrice\": 1.32,\n \"averageCost\": 1.05,\n \"accountingCost\": 21000,\n \"currentYearUnRealisedMovement\": 0.26,\n \"portfolioWeight\": 0,\n \"unRealisedMovement\": 5400,\n \"dataSource\": \"CSVBroker\",\n \"controlChartAccountCode\": \"77600\",\n \"controlChartAccountName\": \"Shares in Listed Companies (Australian)\",\n \"subChartAccountName\": \"Collection House Limited\",\n \"subChartAccountCode\": \"CLH.AX\",\n \"marketValueAsPerLedger\": 21000,\n \"marketValue\": 26400\n },\n {\n \"securityCode\": \"NAB.AX\",\n \"securityType\": \"Ordinary_Shares\",\n \"investType\": \"ASX\",\n \"marketPriceDate\": \"2017-08-29\",\n \"units\": 970,\n \"marketPrice\": 30.08,\n \"averageCost\": 44.54,\n \"accountingCost\": 43200.77,\n \"currentYearUnRealisedMovement\": -0.32,\n \"portfolioWeight\": 0,\n \"unRealisedMovement\": -14023.17,\n \"dataSource\": \"SF360\",\n \"controlChartAccountCode\": \"77600\",\n \"controlChartAccountName\": \"Shares in Listed Companies 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\"units\": 40000,\n \"marketPrice\": 4.05,\n \"averageCost\": 2.5,\n \"accountingCost\": 100000,\n \"currentYearUnRealisedMovement\": 0.62,\n \"portfolioWeight\": 0,\n \"unRealisedMovement\": 62000,\n \"dataSource\": \"CSVBroker\",\n \"controlChartAccountCode\": \"77600\",\n \"controlChartAccountName\": \"Shares in Listed Companies (Australian)\",\n \"subChartAccountName\": \"Regis Resources Limited\",\n \"subChartAccountCode\": \"RRL.AX\",\n \"marketValueAsPerLedger\": 100000,\n \"marketValue\": 162000\n },\n {\n \"securityCode\": \"TSE.AX\",\n \"securityType\": \"Ordinary_Shares\",\n \"investType\": \"ASX\",\n \"marketPriceDate\": \"2015-11-03\",\n \"units\": 20000,\n \"marketPrice\": 1.055,\n \"averageCost\": 1,\n \"accountingCost\": 20000,\n \"currentYearUnRealisedMovement\": 0.06,\n \"portfolioWeight\": 0,\n \"unRealisedMovement\": 1100,\n \"dataSource\": \"CSVBroker\",\n \"controlChartAccountCode\": \"77600\",\n \"controlChartAccountName\": \"Shares in Listed Companies (Australian)\",\n \"subChartAccountName\": \"Transfield Services Limited\",\n \"subChartAccountCode\": \"TSE.AX\",\n \"marketValueAsPerLedger\": 20000,\n \"marketValue\": 21100\n },\n {\n \"securityCode\": \"VOC.AX\",\n \"securityType\": \"Ordinary_Shares\",\n \"investType\": \"ASX\",\n \"marketPriceDate\": \"2017-08-29\",\n \"units\": 6667,\n \"marketPrice\": 2.39,\n \"averageCost\": 7.5,\n \"accountingCost\": 50000,\n \"currentYearUnRealisedMovement\": -0.68,\n \"portfolioWeight\": 0,\n \"unRealisedMovement\": -34065.87,\n \"dataSource\": \"CSVBroker\",\n \"controlChartAccountCode\": \"77600\",\n \"controlChartAccountName\": \"Shares in Listed Companies (Australian)\",\n \"subChartAccountName\": \"Vocus Communications Limited\",\n \"subChartAccountCode\": \"VOC.AX\",\n \"marketValueAsPerLedger\": 50000,\n \"marketValue\": 15934.13\n }\n ]\n }\n}"}],"_postman_id":"5b030a5c-c404-4b97-8007-53f847ce19bc"},{"name":"Report - Trial Balance","id":"5e6693c6-f056-42f2-9996-4f9a44454c57","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."}],"url":{"raw":"{{baseUrl}}/fund/trialBalance?fundId={{fundId}}&start={{start}}&end={{end}}","host":["{{baseUrl}}"],"path":["fund","trialBalance"],"query":[{"key":"fundId","value":"{{fundId}}","description":"[REQUIRED] The unique fund id"},{"description":"[OPTIONAL] Will return data in json or xml. Is optional and if not supplied data will be returned in json.","key":"format","value":"{{format}}","disabled":true},{"key":"start","value":"{{start}}","description":"[OPTIONAL] Start date of Report. Expected format : yyyy-mm-dd"},{"key":"end","value":"{{end}}","description":"[OPTIONAL] End date of Report. Expected format : yyyy-mm-dd"}]},"description":"Allows you to retrieve the Trial Balance for a specified fundId. \n\n### API Scopes \nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n- investment\n- audit\n- smsf_partner\n\n### Entities Supported\nThe following entityTypes are supported\n- SMSF\n- BillableTrust \n- BillableCompany\n- BillableIndividual\n\n### Response\n\n**trialbalance array**\n\n| Key | Data Type | Description/Contraints |\n| -------- | -------- | -------- |\n| fundId | string | The Unique ID of the entity. This is unique across all entities on Simple Fund 360 |\n| start | Date | The Start Date of Report |\n| end | Date | The end date of the report |\n\n**Data Array.** \n\nRefer to [Chart of Accounts](https://bglapi.restlet.io/#operation_chart_of_accounts) for details on the Chart of Accounts in SF360. |\n\n| Key | Data Type | Description/Contraints |\n| -------- | -------- | -------- |\n| accountClass | Object | C = Control, S = Sub-account, N= Normal \n| accountCode | String | The Account Code from the Chart of Accounts. |\n| accountType | String | The Account Type from the Chart of Accounts. |\n| minCode | Number | The minimum account code used by the accountType |\n| maxCode | Number | The minimum account code used by the accountType |\n| name | string | The name of the account from the Chart of Accounts |\n| units | Number (nullable | The Number of Units on hand as at the End Date. Only used if accountType is Investment |\n| debits | Number (nullable) | The Debit Balance of the account as at the End Date. |\n| credits | Number (nullable) | The Credit Balance of the account as at the End Date |\n| unitsPrev | Number (nullable) | The Number of Units on hand as at the Start Date. Only used if accountType is Investment |\n| debitsPrev | Number (nullable) | The Debit Balance of the account as at the Start Date. |\n| creditsPrev | Number (nullable) | The Credit Balance of the account as at the Start Date |\n| balancePrev | Number (nullable) | The Balance of the account as at the Start Date. A Positive number equals a debit balance. A credit balance equals a Credit balance |"},"response":[{"id":"74e0e4c4-581e-42ae-8407-c4c986df63d9","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/fund/trialBalance?fundId=8ad08bf35f7b8296015fb8492dca00e9&financialYear=2019","host":["{{baseUrl}}"],"path":["fund","trialBalance"],"query":[{"key":"fundId","value":"8ad08bf35f7b8296015fb8492dca00e9"},{"key":"financialYear","value":"2019"},{"key":"format","value":"","disabled":true},{"key":"end","value":"","disabled":true}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"trialBalance\": {\n \"fundId\": \"8a9c9e744ebc893a014ebd429dea000c\",\n \"start\": \"2017-06-30T14:00:00Z\",\n \"end\": \"2018-06-30T13:59:59Z\",\n \"data\": [\n {\n \"accountClass\": \"N\",\n \"accountCode\": \"24700\",\n \"accountType\": {\n \"label\": \"Income\",\n \"minCode\": 20000,\n \"maxCode\": 29999,\n \"name\": \"Income\"\n },\n \"name\": \"Changes in Market Values of Investments\",\n \"units\": 0,\n \"debits\": 0,\n \"credits\": 0,\n \"unitsPrev\": null,\n \"debitsPrev\": 79759.59,\n \"creditsPrev\": 0,\n \"balancePrev\": 79759.59\n },\n {\n \"accountClass\": \"C\",\n \"accountCode\": \"28000\",\n \"accountType\": {\n \"label\": \"Income\",\n \"minCode\": 20000,\n \"maxCode\": 29999,\n \"name\": \"Income\"\n },\n \"name\": \"Property Income\",\n \"units\": 0,\n \"debits\": 0,\n \"credits\": 0,\n \"unitsPrev\": 0,\n \"debitsPrev\": 0,\n \"creditsPrev\": 0,\n \"balancePrev\": 0\n },\n {\n \"accountClass\": \"S\",\n \"accountCode\": \"28000/5smithst\",\n \"accountType\": {\n \"label\": \"Income\",\n \"minCode\": 20000,\n \"maxCode\": 29999,\n \"name\": \"Income\"\n },\n \"name\": \"5 Smith Street, Collingwood\",\n \"units\": 0,\n \"debits\": 0,\n \"credits\": 0,\n \"unitsPrev\": null,\n \"debitsPrev\": 0,\n \"creditsPrev\": 7765.75,\n \"balancePrev\": -7765.75\n },\n {\n \"accountClass\": \"C\",\n \"accountCode\": \"33400\",\n \"accountType\": {\n \"label\": \"Expense\",\n \"minCode\": 30000,\n \"maxCode\": 47999,\n \"name\": \"Expense\"\n },\n \"name\": \"Depreciation\",\n \"units\": 0,\n \"debits\": 0,\n \"credits\": 0,\n \"unitsPrev\": 0,\n \"debitsPrev\": 0,\n \"creditsPrev\": 0,\n \"balancePrev\": 0\n },\n {\n \"accountClass\": \"S\",\n \"accountCode\": \"33400/5smithst\",\n \"accountType\": {\n \"label\": \"Expense\",\n \"minCode\": 30000,\n \"maxCode\": 47999,\n \"name\": \"Expense\"\n },\n \"name\": \"5 Smith Street, Collingwood\",\n \"units\": 0,\n \"debits\": 0,\n \"credits\": 0,\n \"unitsPrev\": null,\n \"debitsPrev\": 37500,\n \"creditsPrev\": 0,\n \"balancePrev\": 37500\n },\n {\n \"accountClass\": \"N\",\n \"accountCode\": \"48500\",\n \"accountType\": {\n \"label\": \"Allocation\",\n \"minCode\": 48000,\n \"maxCode\": 49999,\n \"name\": \"Allocation\"\n },\n \"name\": \"Income Tax Expense\",\n \"units\": 0,\n \"debits\": 0,\n \"credits\": 0,\n \"unitsPrev\": null,\n \"debitsPrev\": 0,\n \"creditsPrev\": 7338.91,\n \"balancePrev\": -7338.91\n },\n {\n \"accountClass\": \"N\",\n \"accountCode\": \"49000\",\n \"accountType\": {\n \"label\": \"Allocation\",\n \"minCode\": 48000,\n \"maxCode\": 49999,\n \"name\": \"Allocation\"\n },\n \"name\": \"Profit/Loss Allocation Account\",\n \"units\": 0,\n \"debits\": 0,\n \"credits\": 0,\n \"unitsPrev\": null,\n \"debitsPrev\": 0,\n \"creditsPrev\": 82527.32,\n \"balancePrev\": -82527.32\n },\n {\n \"accountClass\": \"C\",\n \"accountCode\": \"50010\",\n \"accountType\": {\n \"label\": \"Member\",\n \"minCode\": 50000,\n \"maxCode\": 59999,\n \"name\": \"Member\"\n },\n \"name\": \"Opening Balance\",\n \"units\": 0,\n \"debits\": 0,\n \"credits\": 0,\n \"unitsPrev\": 0,\n \"debitsPrev\": 0,\n \"creditsPrev\": 0,\n \"balancePrev\": 0\n },\n {\n \"accountClass\": \"S\",\n \"accountCode\": \"50010/SIMHOM00003A\",\n \"accountType\": {\n \"label\": \"Member\",\n \"minCode\": 50000,\n \"maxCode\": 59999,\n \"name\": \"Member\"\n },\n \"name\": \"(Opening Balance) Simpson, Homer - Accumulation (Accumulation)\",\n \"units\": null,\n \"debits\": 0,\n \"credits\": 717158.55,\n \"unitsPrev\": null,\n \"debitsPrev\": 0,\n \"creditsPrev\": 717158.55,\n \"balancePrev\": -717158.55\n },\n {\n \"accountClass\": \"S\",\n \"accountCode\": \"50010/SIMMAR00002A\",\n \"accountType\": {\n \"label\": \"Member\",\n \"minCode\": 50000,\n \"maxCode\": 59999,\n \"name\": \"Member\"\n },\n \"name\": \"(Opening Balance) Simpson, Marge - Accumulation (Accumulation)\",\n \"units\": null,\n \"debits\": 0,\n \"credits\": 478105.7,\n \"unitsPrev\": null,\n \"debitsPrev\": 0,\n \"creditsPrev\": 478105.7,\n \"balancePrev\": -478105.7\n },\n {\n \"accountClass\": \"C\",\n \"accountCode\": \"52420\",\n \"accountType\": {\n \"label\": \"Member\",\n \"minCode\": 50000,\n \"maxCode\": 59999,\n \"name\": \"Member\"\n },\n \"name\": \"Contributions\",\n \"units\": 0,\n \"debits\": 0,\n \"credits\": 0,\n \"unitsPrev\": 0,\n \"debitsPrev\": 0,\n \"creditsPrev\": 0,\n \"balancePrev\": 0\n },\n {\n \"accountClass\": \"S\",\n \"accountCode\": \"52420/SIMHOM00003A\",\n \"accountType\": {\n \"label\": \"Member\",\n \"minCode\": 50000,\n \"maxCode\": 59999,\n \"name\": \"Member\"\n },\n \"name\": \"(Contributions) Simpson, Homer - Accumulation (Accumulation)\",\n \"units\": null,\n \"debits\": 0,\n \"credits\": 501000,\n \"unitsPrev\": null,\n \"debitsPrev\": 0,\n \"creditsPrev\": 501000,\n \"balancePrev\": -501000\n },\n {\n \"accountClass\": \"C\",\n \"accountCode\": \"53100\",\n \"accountType\": {\n \"label\": \"Member\",\n \"minCode\": 50000,\n \"maxCode\": 59999,\n \"name\": \"Member\"\n },\n \"name\": \"Share of Profit/(Loss)\",\n \"units\": 0,\n \"debits\": 0,\n \"credits\": 0,\n \"unitsPrev\": 0,\n \"debitsPrev\": 0,\n \"creditsPrev\": 0,\n \"balancePrev\": 0\n },\n {\n \"accountClass\": \"S\",\n \"accountCode\": 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\"accountCode\": \"53330/SIMMAR00002A\",\n \"accountType\": {\n \"label\": \"Member\",\n \"minCode\": 50000,\n \"maxCode\": 59999,\n \"name\": \"Member\"\n },\n \"name\": \"(Income Tax) Simpson, Marge - Accumulation (Accumulation)\",\n \"units\": null,\n \"debits\": 0,\n \"credits\": 1907.03,\n \"unitsPrev\": null,\n \"debitsPrev\": 0,\n \"creditsPrev\": 1907.03,\n \"balancePrev\": -1907.03\n },\n {\n \"accountClass\": \"C\",\n \"accountCode\": \"53920\",\n \"accountType\": {\n \"label\": \"Member\",\n \"minCode\": 50000,\n \"maxCode\": 59999,\n \"name\": \"Member\"\n },\n \"name\": \"Life Insurance Premiums\",\n \"units\": 0,\n \"debits\": 0,\n \"credits\": 0,\n \"unitsPrev\": 0,\n \"debitsPrev\": 0,\n \"creditsPrev\": 0,\n \"balancePrev\": 0\n },\n {\n \"accountClass\": \"S\",\n \"accountCode\": \"53920/SIMHOM00003A\",\n \"accountType\": {\n \"label\": \"Member\",\n \"minCode\": 50000,\n \"maxCode\": 59999,\n \"name\": \"Member\"\n },\n \"name\": \"(Life Insurance Premiums) Simpson, 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\"accountCode\": \"54500\",\n \"accountType\": {\n \"label\": \"Member\",\n \"minCode\": 50000,\n \"maxCode\": 59999,\n \"name\": \"Member\"\n },\n \"name\": \"Benefits Paid/Transfers Out\",\n \"units\": 0,\n \"debits\": 0,\n \"credits\": 0,\n \"unitsPrev\": 0,\n \"debitsPrev\": 0,\n \"creditsPrev\": 0,\n \"balancePrev\": 0\n },\n {\n \"accountClass\": \"S\",\n \"accountCode\": \"54500/SIMHOM00003A\",\n \"accountType\": {\n \"label\": \"Member\",\n \"minCode\": 50000,\n \"maxCode\": 59999,\n \"name\": \"Member\"\n },\n \"name\": \"(Benefits Paid/Transfers Out) Simpson, Homer - Accumulation (Accumulation)\",\n \"units\": null,\n \"debits\": 1500,\n \"credits\": 0,\n \"unitsPrev\": null,\n \"debitsPrev\": 1500,\n \"creditsPrev\": 0,\n \"balancePrev\": 1500\n },\n {\n \"accountClass\": \"S\",\n \"accountCode\": \"54500/SIMMAR00002A\",\n \"accountType\": {\n \"label\": \"Member\",\n \"minCode\": 50000,\n \"maxCode\": 59999,\n \"name\": \"Member\"\n },\n \"name\": \"(Benefits Paid/Transfers Out) Simpson, Marge - Accumulation (Accumulation)\",\n \"units\": null,\n \"debits\": 2500,\n \"credits\": 0,\n \"unitsPrev\": null,\n \"debitsPrev\": 2500,\n \"creditsPrev\": 0,\n \"balancePrev\": 2500\n },\n {\n \"accountClass\": \"C\",\n \"accountCode\": \"56100\",\n \"accountType\": {\n \"label\": \"Member\",\n \"minCode\": 50000,\n \"maxCode\": 59999,\n \"name\": \"Member\"\n },\n \"name\": \"Internal Transfers In\",\n \"units\": 0,\n \"debits\": 0,\n \"credits\": 0,\n \"unitsPrev\": 0,\n \"debitsPrev\": 0,\n \"creditsPrev\": 0,\n \"balancePrev\": 0\n },\n {\n \"accountClass\": \"S\",\n \"accountCode\": \"56100/SIMHOM00010P\",\n \"accountType\": {\n \"label\": \"Member\",\n \"minCode\": 50000,\n \"maxCode\": 59999,\n \"name\": \"Member\"\n },\n \"name\": \"(Internal Transfers In) Simpson, Homer - Pension (Market Linked)\",\n \"units\": null,\n \"debits\": 0,\n \"credits\": 120000,\n \"unitsPrev\": null,\n \"debitsPrev\": 0,\n \"creditsPrev\": 120000,\n \"balancePrev\": -120000\n },\n {\n \"accountClass\": \"S\",\n \"accountCode\": \"56100/SIMHOM00013P\",\n \"accountType\": {\n \"label\": \"Member\",\n \"minCode\": 50000,\n \"maxCode\": 59999,\n \"name\": \"Member\"\n },\n \"name\": \"(Internal Transfers In) Simpson, Homer - Pension (Account Based Pension)\",\n \"units\": null,\n \"debits\": 0,\n \"credits\": 1145076.07,\n \"unitsPrev\": null,\n \"debitsPrev\": 0,\n \"creditsPrev\": 1145076.07,\n \"balancePrev\": -1145076.07\n },\n {\n \"accountClass\": \"S\",\n \"accountCode\": \"56100/SIMMAR00010P\",\n \"accountType\": {\n \"label\": \"Member\",\n \"minCode\": 50000,\n \"maxCode\": 59999,\n \"name\": \"Member\"\n },\n \"name\": \"(Internal Transfers In) Simpson, Marge - Pension (Transition to Retirement Pension)\",\n \"units\": null,\n \"debits\": 0,\n \"credits\": 300000,\n \"unitsPrev\": null,\n \"debitsPrev\": 0,\n \"creditsPrev\": 300000,\n \"balancePrev\": -300000\n },\n {\n \"accountClass\": \"C\",\n \"accountCode\": \"57100\",\n \"accountType\": {\n \"label\": \"Member\",\n \"minCode\": 50000,\n \"maxCode\": 59999,\n \"name\": \"Member\"\n },\n \"name\": \"Internal Transfers Out\",\n \"units\": 0,\n \"debits\": 0,\n \"credits\": 0,\n \"unitsPrev\": 0,\n \"debitsPrev\": 0,\n \"creditsPrev\": 0,\n \"balancePrev\": 0\n },\n {\n \"accountClass\": \"S\",\n \"accountCode\": \"57100/SIMHOM00003A\",\n \"accountType\": {\n \"label\": \"Member\",\n \"minCode\": 50000,\n \"maxCode\": 59999,\n \"name\": \"Member\"\n },\n \"name\": \"(Internal Transfers Out) Simpson, Homer - Accumulation (Accumulation)\",\n \"units\": null,\n \"debits\": 1265076.07,\n \"credits\": 0,\n \"unitsPrev\": null,\n \"debitsPrev\": 1265076.07,\n \"creditsPrev\": 0,\n \"balancePrev\": 1265076.07\n },\n {\n \"accountClass\": \"S\",\n \"accountCode\": \"57100/SIMMAR00002A\",\n \"accountType\": {\n \"label\": \"Member\",\n \"minCode\": 50000,\n \"maxCode\": 59999,\n \"name\": \"Member\"\n },\n \"name\": \"(Internal Transfers Out) Simpson, Marge - Accumulation (Accumulation)\",\n \"units\": null,\n \"debits\": 300000,\n \"credits\": 0,\n \"unitsPrev\": null,\n \"debitsPrev\": 300000,\n \"creditsPrev\": 0,\n \"balancePrev\": 300000\n },\n {\n \"accountClass\": \"C\",\n \"accountCode\": \"60400\",\n \"accountType\": {\n \"label\": \"Asset - Bank\",\n \"minCode\": 60400,\n \"maxCode\": 60800,\n \"name\": \"AssetBank\"\n },\n \"name\": \"Bank Accounts\",\n \"units\": 0,\n \"debits\": 0,\n \"credits\": 0,\n \"unitsPrev\": 0,\n \"debitsPrev\": 0,\n \"creditsPrev\": 0,\n \"balancePrev\": 0\n },\n {\n \"accountClass\": \"S\",\n \"accountCode\": \"60400/bank\",\n \"accountType\": {\n \"label\": \"Asset - Bank\",\n \"minCode\": 60400,\n \"maxCode\": 60800,\n \"name\": \"AssetBank\"\n },\n \"name\": \"CBA BANK\",\n \"units\": null,\n \"debits\": 271108.47,\n \"credits\": 0,\n \"unitsPrev\": null,\n \"debitsPrev\": 271108.47,\n \"creditsPrev\": 0,\n \"balancePrev\": 271108.47\n },\n {\n \"accountClass\": \"C\",\n \"accountCode\": \"60800\",\n \"accountType\": {\n \"label\": \"Asset - Bank\",\n \"minCode\": 60400,\n \"maxCode\": 60800,\n \"name\": \"AssetBank\"\n },\n \"name\": \"Term Deposits\",\n \"units\": 0,\n \"debits\": 0,\n \"credits\": 0,\n \"unitsPrev\": 0,\n \"debitsPrev\": 0,\n \"creditsPrev\": 0,\n \"balancePrev\": 0\n },\n {\n \"accountClass\": \"S\",\n \"accountCode\": \"60800/TD001\",\n \"accountType\": {\n \"label\": \"Asset - Bank\",\n \"minCode\": 60400,\n \"maxCode\": 60800,\n \"name\": \"AssetBank\"\n },\n \"name\": \"TD Macquarie\",\n \"units\": null,\n \"debits\": 116000,\n \"credits\": 0,\n \"unitsPrev\": null,\n \"debitsPrev\": 116000,\n \"creditsPrev\": 0,\n \"balancePrev\": 116000\n },\n {\n \"accountClass\": \"C\",\n \"accountCode\": \"77200\",\n \"accountType\": {\n \"label\": \"Investment\",\n \"minCode\": 70000,\n \"maxCode\": 79999,\n \"name\": \"Investment\"\n },\n \"name\": \"Real Estate Properties ( Australian - Residential)\",\n \"units\": 0,\n \"debits\": 0,\n \"credits\": 0,\n \"unitsPrev\": 0,\n \"debitsPrev\": 0,\n \"creditsPrev\": 0,\n \"balancePrev\": 0\n },\n {\n \"accountClass\": \"S\",\n \"accountCode\": \"77200/5smithst\",\n \"accountType\": {\n \"label\": \"Investment\",\n \"minCode\": 70000,\n \"maxCode\": 79999,\n \"name\": \"Investment\"\n },\n \"name\": \"5 Smith Street, Collingwood\",\n \"units\": 1,\n \"debits\": 600000,\n \"credits\": 0,\n \"unitsPrev\": 1,\n \"debitsPrev\": 600000,\n \"creditsPrev\": 0,\n \"balancePrev\": 600000\n },\n {\n \"accountClass\": \"C\",\n \"accountCode\": \"77600\",\n \"accountType\": {\n \"label\": \"Investment\",\n \"minCode\": 70000,\n \"maxCode\": 79999,\n \"name\": \"Investment\"\n },\n \"name\": \"Shares in Listed Companies (Australian)\",\n \"units\": 0,\n \"debits\": 0,\n \"credits\": 0,\n \"unitsPrev\": 0,\n \"debitsPrev\": 0,\n \"creditsPrev\": 0,\n \"balancePrev\": 0\n },\n {\n \"accountClass\": \"S\",\n \"accountCode\": \"77600/01OO.L\",\n \"accountType\": {\n \"label\": \"Investment\",\n \"minCode\": 70000,\n \"maxCode\": 79999,\n \"name\": \"Investment\"\n },\n \"name\": \"NORDIC INVESTMENT BANK 5.25% BDS 26/11/2019 GBP(VAR)\",\n \"units\": 1000,\n \"debits\": 10000,\n \"credits\": 0,\n \"unitsPrev\": 1000,\n \"debitsPrev\": 10000,\n \"creditsPrev\": 0,\n \"balancePrev\": 10000\n },\n {\n \"accountClass\": \"S\",\n \"accountCode\": \"77600/A2M.AX\",\n \"accountType\": {\n \"label\": \"Investment\",\n \"minCode\": 70000,\n \"maxCode\": 79999,\n \"name\": \"Investment\"\n },\n \"name\": \"The A2 Milk Company Limited\",\n \"units\": 100000,\n \"debits\": 175000,\n \"credits\": 0,\n \"unitsPrev\": 100000,\n \"debitsPrev\": 175000,\n \"creditsPrev\": 0,\n \"balancePrev\": 175000\n },\n {\n \"accountClass\": \"S\",\n \"accountCode\": \"77600/CBA.AX\",\n \"accountType\": {\n \"label\": \"Investment\",\n \"minCode\": 70000,\n \"maxCode\": 79999,\n \"name\": \"Investment\"\n },\n \"name\": \"Commonwealth Bank Of Australia.\",\n \"units\": 3159,\n \"debits\": 234934.83,\n \"credits\": 0,\n \"unitsPrev\": 3159,\n \"debitsPrev\": 234934.83,\n \"creditsPrev\": 0,\n \"balancePrev\": 234934.83\n },\n {\n \"accountClass\": \"S\",\n \"accountCode\": \"77600/CLH.AX\",\n \"accountType\": {\n \"label\": \"Investment\",\n \"minCode\": 70000,\n \"maxCode\": 79999,\n \"name\": \"Investment\"\n },\n \"name\": \"Collection House Limited\",\n \"units\": 20818,\n \"debits\": 22899.8,\n \"credits\": 0,\n \"unitsPrev\": 20818,\n \"debitsPrev\": 22899.8,\n \"creditsPrev\": 0,\n \"balancePrev\": 22899.8\n },\n {\n \"accountClass\": \"S\",\n \"accountCode\": \"77600/MQG.AX\",\n \"accountType\": {\n \"label\": \"Investment\",\n \"minCode\": 70000,\n \"maxCode\": 79999,\n \"name\": \"Investment\"\n },\n \"name\": \"Macquarie Group Limited\",\n \"units\": 1589,\n \"debits\": 109482.1,\n \"credits\": 0,\n \"unitsPrev\": 1589,\n \"debitsPrev\": 109482.1,\n \"creditsPrev\": 0,\n \"balancePrev\": 109482.1\n },\n {\n \"accountClass\": \"S\",\n \"accountCode\": \"77600/NAB.AX\",\n \"accountType\": {\n \"label\": \"Investment\",\n \"minCode\": 70000,\n \"maxCode\": 79999,\n \"name\": \"Investment\"\n },\n \"name\": \"National Australia Bank Limited\",\n \"units\": 970,\n \"debits\": 24667.1,\n \"credits\": 0,\n \"unitsPrev\": 970,\n \"debitsPrev\": 24667.1,\n \"creditsPrev\": 0,\n \"balancePrev\": 24667.1\n },\n {\n \"accountClass\": \"S\",\n \"accountCode\": \"77600/RRL.AX\",\n \"accountType\": {\n \"label\": \"Investment\",\n \"minCode\": 70000,\n \"maxCode\": 79999,\n \"name\": \"Investment\"\n },\n \"name\": \"Regis Resources Limited\",\n \"units\": 40000,\n \"debits\": 136800,\n \"credits\": 0,\n \"unitsPrev\": 40000,\n \"debitsPrev\": 136800,\n \"creditsPrev\": 0,\n \"balancePrev\": 136800\n },\n {\n \"accountClass\": \"S\",\n \"accountCode\": \"77600/TLS.AX\",\n \"accountType\": {\n \"label\": \"Investment\",\n \"minCode\": 70000,\n \"maxCode\": 79999,\n \"name\": \"Investment\"\n },\n \"name\": \"Telstra Corporation Limited.\",\n \"units\": 10000,\n \"debits\": 55600,\n \"credits\": 0,\n \"unitsPrev\": 10000,\n \"debitsPrev\": 55600,\n \"creditsPrev\": 0,\n \"balancePrev\": 55600\n },\n {\n \"accountClass\": \"S\",\n \"accountCode\": \"77600/TSE.AX\",\n \"accountType\": {\n \"label\": \"Investment\",\n \"minCode\": 70000,\n \"maxCode\": 79999,\n \"name\": \"Investment\"\n },\n \"name\": \"Transfield Services Limited\",\n \"units\": 20000,\n \"debits\": 21100,\n \"credits\": 0,\n \"unitsPrev\": 20000,\n \"debitsPrev\": 21100,\n \"creditsPrev\": 0,\n \"balancePrev\": 21100\n },\n {\n \"accountClass\": \"S\",\n \"accountCode\": \"77600/VOC.AX\",\n \"accountType\": {\n \"label\": \"Investment\",\n \"minCode\": 70000,\n \"maxCode\": 79999,\n \"name\": \"Investment\"\n },\n \"name\": \"Vocus Communications Limited\",\n \"units\": 6667,\n \"debits\": 56802.84,\n \"credits\": 0,\n \"unitsPrev\": 6667,\n \"debitsPrev\": 56802.84,\n \"creditsPrev\": 0,\n \"balancePrev\": 56802.84\n },\n {\n \"accountClass\": \"C\",\n \"accountCode\": \"77700\",\n \"accountType\": {\n \"label\": \"Investment\",\n \"minCode\": 70000,\n \"maxCode\": 79999,\n \"name\": \"Investment\"\n },\n \"name\": \"Shares in Listed Companies (Overseas)\",\n \"units\": 0,\n \"debits\": 0,\n \"credits\": 0,\n \"unitsPrev\": 0,\n \"debitsPrev\": 0,\n \"creditsPrev\": 0,\n \"balancePrev\": 0\n },\n {\n \"accountClass\": \"S\",\n \"accountCode\": \"77700/AAPL.NDQ2\",\n \"accountType\": {\n \"label\": \"Investment\",\n \"minCode\": 70000,\n \"maxCode\": 79999,\n \"name\": \"Investment\"\n },\n \"name\": \"Apple Inc.\",\n \"units\": 100,\n \"debits\": 12873.69,\n \"credits\": 0,\n \"unitsPrev\": 100,\n \"debitsPrev\": 12873.69,\n \"creditsPrev\": 0,\n \"balancePrev\": 12873.69\n },\n {\n \"accountClass\": \"C\",\n \"accountCode\": \"78200\",\n \"accountType\": {\n \"label\": \"Investment\",\n \"minCode\": 70000,\n \"maxCode\": 79999,\n \"name\": \"Investment\"\n },\n \"name\": \"Units in Listed Unit Trusts (Australian)\",\n \"units\": 0,\n \"debits\": 0,\n \"credits\": 0,\n \"unitsPrev\": 0,\n \"debitsPrev\": 0,\n \"creditsPrev\": 0,\n \"balancePrev\": 0\n },\n {\n \"accountClass\": \"S\",\n \"accountCode\": \"78200/CFM0404AU\",\n \"accountType\": {\n \"label\": \"Investment\",\n \"minCode\": 70000,\n \"maxCode\": 79999,\n \"name\": \"Investment\"\n },\n \"name\": \"CFS WS Aust Share Fund Core\",\n \"units\": 10000,\n \"debits\": 13679,\n \"credits\": 0,\n \"unitsPrev\": 10000,\n \"debitsPrev\": 13679,\n \"creditsPrev\": 0,\n \"balancePrev\": 13679\n },\n {\n \"accountClass\": \"N\",\n \"accountCode\": \"84000\",\n \"accountType\": {\n \"label\": \"Liability\",\n \"minCode\": 80000,\n \"maxCode\": 89999,\n \"name\": \"Liability\"\n },\n \"name\": \"GST Payable/Refundable\",\n \"units\": null,\n \"debits\": 0,\n \"credits\": 617.85,\n \"unitsPrev\": null,\n \"debitsPrev\": 0,\n \"creditsPrev\": 617.85,\n \"balancePrev\": -617.85\n },\n {\n \"accountClass\": \"N\",\n \"accountCode\": \"85000\",\n \"accountType\": {\n \"label\": \"Liability\",\n \"minCode\": 80000,\n \"maxCode\": 89999,\n \"name\": \"Liability\"\n },\n \"name\": \"Income Tax Payable/Refundable\",\n \"units\": null,\n \"debits\": 0,\n \"credits\": 3916.55,\n \"unitsPrev\": null,\n \"debitsPrev\": 0,\n \"creditsPrev\": 3916.55,\n \"balancePrev\": -3916.55\n },\n {\n \"accountClass\": \"N\",\n \"accountCode\": \"89000\",\n \"accountType\": {\n \"label\": \"Liability\",\n \"minCode\": 80000,\n \"maxCode\": 89999,\n \"name\": \"Liability\"\n },\n \"name\": \"Deferred Tax Liability/Asset\",\n \"units\": null,\n \"debits\": 8274.47,\n \"credits\": 0,\n \"unitsPrev\": null,\n \"debitsPrev\": 8274.47,\n \"creditsPrev\": 0,\n \"balancePrev\": 8274.47\n },\n {\n \"accountClass\": \"N\",\n \"accountCode\": \"91000\",\n \"accountType\": {\n \"label\": \"Unallocated\",\n \"minCode\": 90000,\n \"maxCode\": 99999,\n \"name\": \"Unallocated\"\n },\n \"name\": \"Bank Data Clearing Account\",\n \"units\": null,\n \"debits\": 0,\n \"credits\": 25039.88,\n \"unitsPrev\": null,\n \"debitsPrev\": 0,\n \"creditsPrev\": 25039.88,\n \"balancePrev\": -25039.88\n },\n {\n \"accountClass\": \"N\",\n \"accountCode\": \"94910\",\n \"accountType\": {\n \"label\": \"Unallocated\",\n \"minCode\": 90000,\n \"maxCode\": 99999,\n \"name\": \"Unallocated\"\n },\n \"name\": \"Investment Movement Data Clearing Account\",\n \"units\": null,\n \"debits\": 61884,\n \"credits\": 0,\n \"unitsPrev\": null,\n \"debitsPrev\": 61884,\n \"creditsPrev\": 0,\n \"balancePrev\": 61884\n },\n {\n \"accountClass\": \"N\",\n \"accountCode\": \"99800\",\n \"accountType\": {\n \"label\": \"Unallocated\",\n \"minCode\": 90000,\n \"maxCode\": 99999,\n \"name\": \"Unallocated\"\n },\n \"name\": \"Unspecified Data Clearing Account\",\n \"units\": null,\n \"debits\": 0,\n \"credits\": 332884,\n \"unitsPrev\": null,\n \"debitsPrev\": 0,\n \"creditsPrev\": 332884,\n \"balancePrev\": -332884\n }\n ]\n }\n}\n \n"}],"_postman_id":"5e6693c6-f056-42f2-9996-4f9a44454c57"},{"name":"Report - Data Feed Reconciliation","id":"7936d7ae-76f6-4c27-bafc-1846c8fae9fb","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Authorization","value":"Bearer {{token}}"},{"key":"Content-Type","value":"application/json","disabled":true},{"key":"Cookie","value":"XSRF-TOKEN=6c14cee7-a48f-4315-855b-06858fa1e559; api_uat_bgl360_session_id=322356DA97DD27E20696A053AFDB6C16-n1","disabled":true}],"body":{"mode":"raw","raw":""},"url":{"raw":"{{baseUrl}}/sf/funds/:fundId/reports/dataFeedRec?start={{start}}&end={{end}}","host":["{{baseUrl}}"],"path":["sf","funds",":fundId","reports","dataFeedRec"],"query":[{"key":"start","value":"{{start}}","description":"[REQUIRED] YYYY-MM-DD"},{"key":"end","value":"{{end}}","description":"[REQUIRED] YYYY-MM-DD"}],"variable":[{"key":"fundId","value":"{{fundId}}"}]},"description":"Allows you to retrieve all ledger transactions as well as raw data feed bank transactions to compare/reconcile/verify against the source.\n\n### API Scopes\n\nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n\n- audit\n \n- smsf_partner\n \n\n### Entities Supported\n\nThe following entityTypes are supported\n\n- SMSF\n \n- BillableTrust\n \n- BillableCompany\n \n- BillableIndividual\n \n\nThe Data Feed Reconciliation report provides all ledger transactions and all raw data feed transactions for the specified date range.\n\nThis report allows the verification that the transactions on the ledger exist and reconcile with the transactions that were received directly from the data feed / bank.\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| fundId | Text | The Fund Identificaion Number. This is unique across all of Simple Fund 360. |\n| start | Date | yyyy-mm-dd |\n| end | Date | yyyy-mm-dd |\n| account | Array | see Account array below |\n\n**Account array**\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| tAccountId | String | The Account Code from the Chart of Accounts. Display Control Account code for Control Accounts. Display Sub-account code for sub-accounts. |\n| accountSummary | Object | See below |\n| ledgerSummary | Object | See below |\n| bankFeedSummary | Object | See below |\n| ledgerTransactions | Array | See below |\n| bankFeedTransactions | Array | See below |\n\n**accountSummary Object**\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| accountNumber | String | Bank account number |\n| accountType | String | AssetBank, LiabilityLRBA |\n| bsb | String | Bank, State, Branch |\n| code | String | Chart of Accounts sub code |\n| dataFeed | String | Data Feed - e.g. BGLBankDataService |\n| feedStartDate | Date | YYYY-MM-DD |\n| id | String | Chart of Accounts unique identifier |\n| name | String | Chart of Accounts name |\n| pcode | String | Chart of Accounts control code |\n\n**ledgerSummary Object**\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| closingBalance | Number | The Closing Balance in Simple Fund 360 based on the 'end' date parameter for the account.

null indicates no value found in Simple Fund 360. |\n| closingBalanceCheck | Number | Calculated using openingBalance - totalCredits + totalDebits

This field can be used to check against the returned closingBalance |\n| openingBalance | Number | The Opening Balance in Simple Fund 360 based on the 'start' date parameter for the account.

null indicates no value found in Simple Fund 360. |\n| totalCredits | Number | The total of all Credit transactions in Simple Fund 360 based on the query parameters for the account |\n| totalDebits | Number | The total of all Debit transactions in Simple Fund 360 based on the query parameters for the account |\n\n**bankFeedSummary Object**\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| closingBalance | Number | The Closing Balance in Simple Fund 360 based on the 'end' date parameter for the account.

null indicates no value found in bank feed database. |\n| closingBalanceCheck | Number | Calculated using openingBalance - totalCredits + totalDebits

This field can be used to check against the returned closingBalance |\n| openingBalance | Number | The Opening Balance received directly from the bank based on the 'start' date parameter for the account.

null indicates no value found in bank feed database. |\n| totalCredits | Number | The total of all Credit transactions in bank feed database based on the query parameters for the account |\n| totalDebits | Number | The total of all Debit transactions in bank feed database based on the query parameters for the account |\n\n**ledgerTransactions Array**\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| amount | Number | Amount of the transaction |\n| createdBy | String | User/System that created the transaction - e.g. \"bankFeedSaver\" is a system value |\n| description | String | Transaction description |\n| lastModifiedBy | String | User/System to last modify the transaction - e.g. \"bankFeedSaver\" is a system value |\n| source | String | How the transaction was created.

SF360 - Manual entry

BGLBank - Includes BGL Bank Data Feed and Macquarie Cash

BANKSTATEMENTS - BankStatement.com.au

CSVBank - Imported via CSV

Banklink

Xero |\n| transactionDate | Date | YYYY-MM-DD |\n| transactionId | String | Unique transaction identifier |\n\n**bankFeedTransactions Array**\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| amount | Number | Amount of the transaction |\n| createdBy | String | This will always return ‘BankFeedSystem’ as the data is created by the system and no manual intervention is allowed. |\n| description | String | Transaction description |\n| lastModifiedBy | String | This will always return ‘BankFeedSystem’ as the data is created by the system and no manual intervention is allowed. |\n| source | String | Where the transaction data came from

ADL

ANZ

BBL

BOQ

BWAMI

CBA

DDH

HUM

MBL

NAB

SGB

WBC |\n| transactionDate | Date | YYYY-MM-DD |\n| transactionId | String | Unique transaction identifier |"},"response":[{"id":"6550e1e5-2b2b-443a-bd4d-8359046456b9","name":"Data Feed Reconciliation","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."}],"url":{"raw":"{{baseUrl}}/sf/funds/:fundId/reports/dataFeedRec?start={{start}}&end={{end}}","host":["{{baseUrl}}"],"path":["sf","funds",":fundId","reports","dataFeedRec"],"query":[{"key":"start","value":"{{start}}"},{"key":"end","value":"{{end}}"}],"variable":[{"key":"fundId","value":null}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Wed, 18 Dec 2019 01:51:21 GMT"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Transfer-Encoding","value":"chunked"},{"key":"Connection","value":"keep-alive"},{"key":"Server","value":"nginx"},{"key":"X-Rate-Daily-Limit-Remaining","value":"-1"},{"key":"vary","value":"accept-encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"X-Content-Type-Options","value":"nosniff"},{"key":"Content-Security-Policy","value":"frame-ancestors 'self' staging.sf360.com.au"},{"key":"X-Frame-Options","value":"ALLOW-FROM https://staging.sf360.com.au"}],"cookie":[],"responseTime":null,"body":"{\n \"dataFeedRec\": {\n \"account\": [\n {\n \"accountSummary\": {\n \"accountNumber\": \"924012301\",\n \"accountType\": \"AssetBank\",\n \"bsb\": \"012012\",\n \"code\": \"ANZ924012301\",\n \"dataFeed\": \"BGLBankDataService\",\n \"feedStartDate\": \"2022-07-01\",\n \"id\": 222286977836,\n \"name\": \"ANZ\",\n \"pcode\": \"60400\"\n },\n \"bankFeedSummary\": {\n \"closingBalance\": null,\n \"closingBalanceCheck\": 458642.13,\n \"openingBalance\": -800,\n \"tAccountId\": null,\n \"totalCredits\": -40561.75,\n \"totalDebits\": 500003.88\n },\n \"bankFeedTransactions\": [\n {\n \"amount\": 500000,\n \"createdBy\": \"BankFeedSystem\",\n \"description\": \"TRANSFER\",\n \"lastModifiedBy\": \"BankFeedSystem\",\n \"source\": \"ANZ\",\n \"transactionDate\": \"2022-07-01\",\n \"transactionId\": \"2742222\"\n },\n {\n \"amount\": -40000,\n \"createdBy\": \"BankFeedSystem\",\n \"description\": \"TRANSFER COMMSEC WITHDRAWAL\",\n \"lastModifiedBy\": \"BankFeedSystem\",\n \"source\": \"ANZ\",\n \"transactionDate\": \"2022-07-12\",\n \"transactionId\": \"2899041\"\n },\n {\n \"amount\": -559.25,\n \"createdBy\": \"BankFeedSystem\",\n \"description\": \"ANZ INTERNET BANKING FUNDS TFER ADVISOR FEE\",\n \"lastModifiedBy\": \"BankFeedSystem\",\n \"source\": \"ANZ\",\n \"transactionDate\": \"2022-07-15\",\n \"transactionId\": \"2899042\"\n },\n {\n \"amount\": 3.88,\n \"createdBy\": \"BankFeedSystem\",\n \"description\": \"CREDIT INTEREST\",\n \"lastModifiedBy\": \"BankFeedSystem\",\n \"source\": \"ANZ\",\n \"transactionDate\": \"2022-07-31\",\n \"transactionId\": \"2742223\"\n },\n {\n \"amount\": -2.5,\n \"createdBy\": \"BankFeedSystem\",\n \"description\": \"ACCOUNT SERVICING FEE\",\n \"lastModifiedBy\": \"BankFeedSystem\",\n \"source\": \"ANZ\",\n \"transactionDate\": \"2022-07-31\",\n \"transactionId\": \"2742224\"\n }\n ],\n \"ledgerSummary\": {\n \"closingBalance\": null,\n \"closingBalanceCheck\": 458642.13,\n \"openingBalance\": -800,\n \"tAccountId\": null,\n \"totalCredits\": -40561.75,\n \"totalDebits\": 500003.88\n },\n \"ledgerTransactions\": [\n {\n \"amount\": 500000,\n \"createdBy\": \"bankFeedSaver\",\n \"description\": \"TRANSFER\",\n \"lastModifiedBy\": \"bankFeedSaver\",\n \"source\": \"BGLBank\",\n \"transactionDate\": \"2022-07-01\",\n \"transactionId\": \"2742222\"\n },\n {\n \"amount\": -40000,\n \"createdBy\": \"bankFeedSaver\",\n \"description\": \"TRANSFER COMMSEC WITHDRAWAL\",\n \"lastModifiedBy\": \"bankFeedSaver\",\n \"source\": \"BGLBank\",\n \"transactionDate\": \"2022-07-12\",\n \"transactionId\": \"2899041\"\n },\n {\n \"amount\": -559.25,\n \"createdBy\": \"bankFeedSaver\",\n \"description\": \"ANZ INTERNET BANKING FUNDS TFER ADVISOR FEE\",\n \"lastModifiedBy\": \"bankFeedSaver\",\n \"source\": \"BGLBank\",\n \"transactionDate\": \"2022-07-15\",\n \"transactionId\": \"2899042\"\n },\n {\n \"amount\": 3.88,\n \"createdBy\": \"bankFeedSaver\",\n \"description\": \"CREDIT INTEREST\",\n \"lastModifiedBy\": \"bankFeedSaver\",\n \"source\": \"BGLBank\",\n \"transactionDate\": \"2022-07-31\",\n \"transactionId\": \"2742223\"\n },\n {\n \"amount\": -2.5,\n \"createdBy\": \"bankFeedSaver\",\n \"description\": \"ACCOUNT SERVICING FEE\",\n \"lastModifiedBy\": \"bankFeedSaver\",\n \"source\": \"BGLBank\",\n \"transactionDate\": \"2022-07-31\",\n \"transactionId\": \"2742224\"\n }\n ],\n \"tAccountId\": 222286977836\n }\n ],\n \"end\": \"2023-06-30T00:00:00Z\",\n \"fundId\": \"8a8bd53685e14fb40185e15d1ce90000\",\n \"start\": \"2022-07-01T00:00:00Z\"\n }\n}"}],"_postman_id":"7936d7ae-76f6-4c27-bafc-1846c8fae9fb"},{"name":"Report - Time Weighted Return","id":"5305ac42-7887-4d96-84cd-ab600e3fa9d3","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"noauth"},"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"},{"key":"Cookie","value":"XSRF-TOKEN=201bcd10-afe1-4090-a6c6-d19796ffeb90; api_uat_bgl360_session_id=89A05AAE1F4E2054BD25A83CE5D12B2D-n1","type":"text","disabled":true}],"url":{"raw":"{{baseUrl}}/sf/funds/:fundid/timeWeightedReturn?level=Fund","host":["{{baseUrl}}"],"path":["sf","funds",":fundid","timeWeightedReturn"],"query":[{"key":"level","value":"Fund","description":"String value \"Fund\""}],"variable":[{"key":"fundid","value":"{{fundId}}","description":"Fund/entity id"}]},"description":"### API Endpoint: Get Time Weighted Return for a Fund\n\nThis endpoint retrieves the time-weighted return data for a specified fund/entity identified by `fundid`. The data includes daily returns and the date range for which the returns are calculated.\n\n### API Scopes\n\nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n\n- audit\n- bgl_partner\n- investment\n- smsf_partner\n\n\n#### Response\n\n### Fund Daily Returns Response\n\n#### Top-Level Fields\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| fundId | String | Unique identifier for the fund |\n| fundName | String | Name of the fund |\n| fundStartDate | String (Date) | Date the fund started |\n| fundMigrationEndDate | String or Null | End date of fund migration, if applicable |\n| dateRange | Object | Contains the start and end dates of the return period |\n| dailyReturns | Array of Objects | Array containing the daily return details for the fund |\n\n#### dateRange Object\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| from | String (Date) | Start date of the range |\n| to | String (Date) | End date of the range |\n\n#### dailyReturns Array\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| date | String (Date) | The date of the return entry |\n| incomeAndGain | Number | Total income and capital gains for that day |\n| marketValue | Number | Market value of the fund on that specific date |\n| rate | Number | Rate of return (e.g., 0.025 = 2.5%) for the given date |\n\n- **Status Code:** 200 OK\n \n- **Content-Type:** application/json\n \n- {\"dailyReturns\": \\[ { \"date\": \"string\", \"incomeAndGain\": \"number\", \"marketValue\": \"number\", \"rate\": \"number\" }\\],\"dateRange\": { \"from\": \"string\", \"to\": \"string\"},\"fundId\": \"string\",\"fundMigrationEndDate\": \"null or string\",\"fundName\": \"string\",\"fundStartDate\": \"string\"}\n \n\n#### Example Responses\n\n1. {\"dailyReturns\": \\[ { \"date\": \"2023-01-01\", \"incomeAndGain\": 100, \"marketValue\": 1000, \"rate\": 0.1 }\\],\"dateRange\": { \"from\": \"2023-01-01\", \"to\": \"2023-12-31\"},\"fundId\": \"12345\",\"fundMigrationEndDate\": null,\"fundName\": \"Sample Fund\",\"fundStartDate\": \"2020-01-01\"}\n \n2. {\"status\": 0,\"message\": \"Error message\",\"errors\": \\[\"Error details\"\\]}\n \n\nThis endpoint is essential for obtaining detailed performance metrics of a fund over a specified period, allowing users to analyse the fund's returns effectively."},"response":[{"id":"4aed58a4-e741-4475-9ed3-f5039508e15d","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/sf/funds/:fundid/timeWeightedReturn?level=Fund","host":["{{baseUrl}}"],"path":["sf","funds",":fundid","timeWeightedReturn"],"query":[{"key":"level","value":"Fund","description":"String value \"Fund\""}],"variable":[{"key":"fundid","value":"{{fundId}}","description":"Fund/entity id"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Wed, 18 Dec 2019 01:51:21 GMT"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Transfer-Encoding","value":"chunked"},{"key":"Connection","value":"keep-alive"},{"key":"Server","value":"nginx"},{"key":"X-Rate-Daily-Limit-Remaining","value":"-1"},{"key":"vary","value":"accept-encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"X-Content-Type-Options","value":"nosniff"},{"key":"Content-Security-Policy","value":"frame-ancestors 'self' staging.sf360.com.au"},{"key":"X-Frame-Options","value":"ALLOW-FROM https://staging.sf360.com.au"}],"cookie":[],"responseTime":null,"body":"{\n \"dailyReturns\": [\n {\n \"date\": \"2019-07-01\",\n \"incomeAndGain\": 12000,\n \"marketValue\": 88420,\n \"rate\": 1.1304\n },\n {\n \"date\": \"2021-04-25\",\n \"incomeAndGain\": 0,\n \"marketValue\": 88420,\n \"rate\": 1\n },\n {\n \"date\": \"2021-04-26\",\n \"incomeAndGain\": 0,\n \"marketValue\": 88420,\n \"rate\": 1\n },\n {\n \"date\": \"2021-04-27\",\n \"incomeAndGain\": 0,\n \"marketValue\": 88420,\n \"rate\": 1\n },\n \n {\n \"date\": \"2021-05-17\",\n \"incomeAndGain\": 0,\n \"marketValue\": 88420,\n \"rate\": 1\n },\n {\n \"date\": \"2021-05-18\",\n \"incomeAndGain\": 0,\n \"marketValue\": 88420,\n \"rate\": 1\n },\n {\n \"date\": \"2021-05-19\",\n \"incomeAndGain\": 0,\n \"marketValue\": 88420,\n \"rate\": 1\n },\n \n {\n \"date\": \"2021-05-25\",\n \"incomeAndGain\": 0,\n \"marketValue\": 88420,\n \"rate\": 1\n },\n {\n \"date\": \"2021-05-26\",\n \"incomeAndGain\": 0,\n \"marketValue\": 88420,\n \"rate\": 1\n },\n \n {\n \"date\": \"2021-06-30\",\n \"incomeAndGain\": 0,\n \"marketValue\": 88420,\n \"rate\": 1\n }\n ],\n \"dateRange\": {\n \"from\": \"2019-07-01\",\n \"to\": \"2021-06-30\"\n },\n \"fundId\": \"8a8bdd468c318afa018c31f4d6b700c0\",\n \"fundMigrationEndDate\": null,\n \"fundName\": \"Jims WP Regression 12 May\",\n \"fundStartDate\": \"2019-07-01\"\n}"},{"id":"638f79a5-3da3-44a6-9b1f-9a773d64eb0d","name":"Status 400","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/sf/funds/:fundid/timeWeightedReturn?level=Fund","host":["{{baseUrl}}"],"path":["sf","funds",":fundid","timeWeightedReturn"],"query":[{"key":"level","value":"Fund","description":"String value \"Fund\""}],"variable":[{"key":"fundid","value":"{{fundId}}","description":"Fund/entity id"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Wed, 18 Dec 2019 01:51:21 GMT"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Transfer-Encoding","value":"chunked"},{"key":"Connection","value":"keep-alive"},{"key":"Server","value":"nginx"},{"key":"X-Rate-Daily-Limit-Remaining","value":"-1"},{"key":"vary","value":"accept-encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"X-Content-Type-Options","value":"nosniff"},{"key":"Content-Security-Policy","value":"frame-ancestors 'self' staging.sf360.com.au"},{"key":"X-Frame-Options","value":"ALLOW-FROM https://staging.sf360.com.au"}],"cookie":[],"responseTime":null,"body":"{\n \"status\": 400,\n \"message\": \"missing mandatory parameters\",\n \"errors\": [\n \"missing one of the parameters: [level]\"\n ]\n}"},{"id":"2b01cfad-7bcb-4a5f-9ac2-45f4c34c240b","name":"Status 401","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/sf/funds/:fundid/timeWeightedReturn?level=Fund","host":["{{baseUrl}}"],"path":["sf","funds",":fundid","timeWeightedReturn"],"query":[{"key":"level","value":"Fund","description":"String value \"Fund\""}],"variable":[{"key":"fundid","value":"{{fundId}}","description":"Fund/entity id"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Wed, 18 Dec 2019 01:51:21 GMT"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Transfer-Encoding","value":"chunked"},{"key":"Connection","value":"keep-alive"},{"key":"Server","value":"nginx"},{"key":"X-Rate-Daily-Limit-Remaining","value":"-1"},{"key":"vary","value":"accept-encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"X-Content-Type-Options","value":"nosniff"},{"key":"Content-Security-Policy","value":"frame-ancestors 'self' staging.sf360.com.au"},{"key":"X-Frame-Options","value":"ALLOW-FROM https://staging.sf360.com.au"}],"cookie":[],"responseTime":null,"body":"{\n \"status\": 401,\n \"message\": \"Authentication failed\",\n \"errors\": [\n \"cannot find required url resources or you are not authorized to access the resource\"\n ]\n}"}],"_postman_id":"5305ac42-7887-4d96-84cd-ab600e3fa9d3"}],"id":"275f9cc9-3bf8-403d-b7ed-7b3e098726d5","event":[{"listen":"prerequest","script":{"id":"7460c599-c2c0-41ea-bbe6-9ac49f4732b9","type":"text/javascript","exec":[""]}},{"listen":"test","script":{"id":"541c362d-d430-4e4b-89b7-35235a87b818","type":"text/javascript","exec":[""]}}],"_postman_id":"275f9cc9-3bf8-403d-b7ed-7b3e098726d5"},{"name":"SMSF Establishment","item":[{"name":"Create Fund","id":"05838245-1062-4ac5-a945-055c63124162","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"noauth"},"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."},{"key":"Content-Type","name":"Content-Type","type":"text","value":"application/json"}],"body":{"mode":"raw","raw":"{ \n \"name\":\"{{name}}\",\n \"dateFormed\":\"{{dateFormed}}\"\n}\n\n"},"url":"{{baseUrl}}/sf/funds","description":"### API Scopes\n\nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n\n- smsf_partner\n \n\n### Request\n\n| Key | Type | Mandatory | Description/Constraints |\n| --- | --- | --- | --- |\n| name | String | Yes | Name of the fund |\n| dateFormed | Date | Yes | Date format is yyyy-MM-dd |\n\n### Response Body\n\n| Key | Type | Mandatory | Description/Constraints |\n| --- | --- | --- | --- |\n| name | String | Yes | The Name of the SMSF |\n| fundCode | String | No | If not supplied the field will be auto-created by Simple Fund 360 |\n| abn | number | No | If supplied, the number must be valid ABN |\n| tfn | number | No | If supplied must be valid TFN |\n| dateFormed | date | Yes | Must in format yyyy-MM-dd |\n| financialYearFrom | date | Yes | If not supplied, system will default to dateFormed. Cannot be before dateFormed. Must in format yyyy-MM-dd |\n| financialYearEnd | date | Yes | If not supplied, system will default to next 30 June date after dateFormed. Cannot be before dateFormed. Must in format yyyy-MM-dd |"},"response":[{"id":"b83e76a2-6946-4dc6-bcf6-5423782c3154","name":"Status 201","originalRequest":{"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{ \n \"name\":\"The Sample Super Fund \",\n \"dateFormed\":\"2018-12-18\"\n}"},"url":"{{baseUrl}}/sf/funds"},"status":"Created","code":201,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"abn\": null,\n \"dateFormed\": \"2018-12-18\",\n \"enteringOpeningBalance\": false,\n \"financialYearEnd\": \"2019-06-30\",\n \"financialYearFrom\": \"2018-12-18\",\n \"fundCode\": \"THESAMPL1914\",\n \"id\": \"8ad08a3e6c829e03016c82ef9ab00008\",\n \"name\": \"The Sample Super Fund \",\n \"systemStartDate\": \"\",\n \"tfn\": null\n}"}],"_postman_id":"05838245-1062-4ac5-a945-055c63124162"},{"name":"Update Fund Details","id":"78544ec2-7bd4-42b5-aa8d-a11d4d50fae9","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"noauth"},"method":"POST","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"name\": \"{{name}}\",\n \"fundCode\": \"{{fundCode}}\",\n \"abn\": \"{{abn}}\",\n \"tfn\": \"{{tfn}}\",\n \"esa\": \"{{esa}}\",\n \"dateFormed\": \"{{dateFormed}}\",\n \"windUpDate\": \"{{windUpDate}}\",\n \"financialYearFrom\": \"{{financialYearFrom}}\",\n \"financialYearEnd\": \"{{financialYearEnd}}\",\n \"systemStartDate\": \"{{systemStartDate}}\",\n \"enteringOpeningBalance\": \"False\",\n \"gstregistered\": \"false\",\n \"taxEffectAccount\": \"false\",\n \"postalAddress\": {\n \"streetLine1\": \"{{streetLine1}}\",\n \"streetLine2\": \"{{streetLine2}}\",\n \"city\": \"{{city}}\",\n \"state\": \"{{state}}\",\n \"country\": \"{{country}}\",\n \"postCode\": \"{{postCode}}\"\n },\n \"physicalAddress\": {\n \"streetLine1\": \"{{streetLine1}}\",\n \"streetLine2\": \"{{streetLine2}}\",\n \"city\": \"{{city}}\",\n \"state\": \"{{state}}\",\n \"country\": \"{{country}}\",\n \"postCode\": \"{{postCode}}\"\n },\n \"trustDeedSource\": \"{{trustDeedSource}}\",\n \"trustDeedLastModifiedDate\": \"{{trustDeedLastModifiedDate}}\",\n \"trustDeedRuleClauseDeathBenefit\": \"{{trustDeedRuleClauseDeathBenefit}}\"\n}"},"url":{"raw":"{{baseUrl}}/sf/funds/:fundId","host":["{{baseUrl}}"],"path":["sf","funds",":fundId"],"variable":[{"key":"fundId","value":"{{fundId}}","description":"[REQUIRED] Unique ID for the fund. "}]},"description":"Using a FundId an API Consumer can add or update Fund Details.\n\n### API Scopes\n\nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n\n- smsf_partner\n \n\n### Request\n\n| Key | Type | Mandatory | Description/Constraints |\n| --- | --- | --- | --- |\n| badgeId | Number | No | Must be a valid badge id for the firm |\n| name | String | No | The Name of the SMSF |\n| fundCode | String | No | If not supplied the field will be auto-created by Simple Fund 360 |\n| abn | number | No | If supplied, the number must be valid ABN |\n| tfn | number | No | If supplied must be valid TFN |\n| esa | String | No | Electronic Service Address |\n| dateFormed | date | No | Must in format yyyy-MM-dd |\n| windUpDate | date | No | Must in format yyyy-MM-dd |\n| financialYearFrom | date | No | If not supplied, system will default to dateFormed. Cannot be before dateFormed. Must in format yyyy-MM-dd |\n| financialYearEnd | date | No | If not supplied, system will default to next 30 June date after dateFormed. Cannot be before dateFormed. Must in format yyyy-MM-dd |\n| systemStartDate | date | No | Must be present if enteringOpeningBalance = Yes. Cannot be before dateFormed. Must in format yyyy-MM-dd |\n| enteringOpeningBalance | Boolean | No | True or False |\n| gstregistered | Boolean | No | True or False |\n| taxEffectAccount | Boolean | No | True or False |\n| postalAddress | Array | No | see Address Array below |\n| physicalAddress | Array | No | see Address Array below |\n| trustDeedSource | String | No | |\n| trustDeedLastModifiedDate | date | No | Must in format yyyy-MM-dd |\n| trustDeedRuleClauseDeathBenefit | String | No | |\n\n**Address Array**\n\n| Key | Type | Mandatory | Constraints/Comments |\n| --- | --- | --- | --- |\n| streetLine1 | String | Yes | Mandatory if any other address fields are not empty |\n| streetLine2 | String | No | |\n| city | String | Yes | Mandatory if any other address fields are not empty |\n| state | String | Yes | Mandatory if any other address fields are not empty. Must be one of (ACT’/‘NSW’/‘VIC’/‘QLD’/‘SA’/‘WA’/‘TAS’/‘NT) |\n| postCode | String | Yes | Mandatory if any other address fields are not empty |\n| country | String | Yes | Mandatory if any other address fields are not empty. Must be a country code as defined in [https://en.wikipedia.org/wiki/ISO_3166-1_alpha-2](https://en.wikipedia.org/wiki/ISO_3166-1_alpha-2) |"},"response":[{"id":"eff22202-aaee-4848-95a1-264feb9845a8","name":"Status 201","originalRequest":{"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","name":"Content-Type","value":"application/json","type":"text"}],"body":{"mode":"raw","raw":"{\n \"name\": \"The Sample Super Fund\",\n \"badgeId\" : \"4378\",\n \"fundCode\": \"SAM001\",\n \"abn\": \"120 0404 5553\",\n \"tfn\": \"195 144 237\",\n \"esa\": \"AUSTPOSTSMSF\",\n \"dateFormed\": \"2018-12-18\",\n \"windUpDate\": \"2019-07-30\",\n \"financialYearFrom\": \"2018-12-18\",\n \"financialYearEnd\": \"2019-06-30\",\n \"systemStartDate\": \"2018-12-18\",\n \"enteringOpeningBalance\": \"False\",\n \"gstregistered\": \"false\",\n \"taxEffectAccount\": \"false\",\n \"postalAddress\": {\n \"streetLine1\": \"606 Hawthorn Rd\",\n \"streetLine2\": \"\",\n \"city\": \"Brighton East\",\n \"state\": \"VIC\",\n \"country\": \"AU\",\n \"postCode\": \"3187\"\n },\n \"physicalAddress\": {\n \"streetLine1\": \"606 Hawthorn Rd\",\n \"streetLine2\": \"\",\n \"city\": \"Brighton East\",\n \"state\": \"VIC\",\n \"country\": \"AU\",\n \"postCode\": \"3187\"\n },\n \"trustDeedSource\": \"Top Docs\",\n \"trustDeedLastModifiedDate\": \"2006-07-01\",\n \"trustDeedRuleClauseDeathBenefit\": \"48D\"\n}\n","options":{"raw":{"language":"json"}}},"url":"{{baseUrl}}/sf/funds/"},"status":"Created","code":201,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"id\": \"8a348bec68712b24016874142344444\",\n \"name\": \"The Sample Super Fund \",\n \"fundCode\": \"SAM001\",\n \"abn\": null,\n \"tfn\": null,\n \"esa\": null,\n \"dateFormed\": \"2018-12-18\",\n \"windUpDate\": null,\n \"financialYearFrom\": \"2018-12-18\",\n \"financialYearEnd\": \"2019-06-30\",\n \"systemStartDate\": null,\n \"enteringOpeningBalance\": \"No\",\n \"gstregistered\": false,\n \"taxEffectAccount\": false,\n \"postalAddress\": {\n \"streetLine1\": \"606 Hawthorn Rd\",\n \"streetLine2\": \"\",\n \"city\": \"Brighton East\",\n \"state\": \"VICTORIA\",\n \"country\": \"AU\",\n \"postCode\": \"3187\"\n },\n \"physicalAddress\": {\n \"streetLine1\": \"606 Hawthorn Rd\",\n \"streetLine2\": \"\",\n \"city\": \"Brighton East\",\n \"state\": \"VICTORIA\",\n \"country\": \"AU\",\n \"postCode\": \"3187\"\n },\n \"trustDeedSource\": null,\n \"trustDeedLastModifiedDate\": null,\n \"trustDeedRuleClauseDeathBenefit\": null,\n \"createTime\": \"2015-07-23T23:32:16Z\"\n}"}],"_postman_id":"78544ec2-7bd4-42b5-aa8d-a11d4d50fae9"},{"name":"Create Contacts","id":"0ecda1a1-f883-4cea-ac1d-a63c63c46bf6","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."},{"key":"Content-Type","name":"Content-Type","type":"text","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"contactType\": \"{{contactType}}\",\n \"fundId\": \"{{fundId}}\",\n \"firstName\": \"{{firstName}}\",\n \"lastName\": \"{{lastName}}\",\n \"address\": {\n \"streetLine1\": \"{{streetLine1}}\",\n \"suburb\": \"{{suburb}}\",\n \"state\": \"{{state}}\",\n \"postCode\": \"{{postCode}}\",\n \"country\": \"{{country}}\"\n },\n \"title\": \"{{title}}\",\n \"sex\": \"{{sex}}\",\n \"email\": \"{{email}}\",\n \"mobile\": \"{{mobile}}\",\n \"phone1\": \"{{phone1}}\",\n \"birthday\": \"{{birthday}}\",\n \"birthPlace\": \"{{birthPlace}}\",\n \"birthState\": \"{{birthState}}\",\n \"birthCountry\": \"birthCountry\",\n \"entityRelationships\": [\n \"{{entityRelationships}}\"\n ]\n}"},"url":"{{baseUrl}}/sf/funds/contacts","description":"### API Scopes \nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n- smsf_partner\n\n### Request Body\n\n| Key | Type | Mandatory | Constraints/Comments | \n| -------- | -------- | -------- | -------- |\n| contactType | String | Yes | Must be one of ‘People’/‘Company’/OtherEntity’/’Trust’ |\n| din | string | No | Director ID | \n| title | String | No | Only allowed if contactType is ‘People’. must be one of (Mr, Ms, Mrs, Mstr, Dr, Miss)|\n| firstName | String | Yes* | Only mandatory if the contactType is ‘People’ |\n| lastName | String | Yes* | Only mandatory if the contactType is ‘People’ |\n| otherName | String | No | Only allowed if contactType is ‘People’ |\n| preferredName | String | No | Only allowed if contactType is ‘People’. |\n| name | String | Yes* | Only mandatory if the contactType is ‘Company’/‘Other Entity’/'Trust'. Only allowed if the contactType is ‘Company’/‘Other Entity’/'Trust' |\n| sex | String | No | Only allowed if contactType is ‘People’. Must be one of ‘Male’/‘Female’|\n| birthday | date | Yes* | Only allowed if contactType is ‘People’. Must be informat yyyy-MM-dd. Must be added if person is Member or Trustee ( |\n| birthPlace | String | No | Only allowed if contactType is ‘People’ |\n| birthState | String | No | Only allowed if contactType is ‘People’.. Must be one of (‘ACT’/‘NSW’/‘VIC’/‘QLD’/‘SA’/‘WA’/‘TAS’/‘NT’/‘Foreign’) |\n| birthCountry | String | No | Only allowed if contactType is ‘People’. Must be ISO 3166 country code/name https://en.wikipedia.org/wiki/ISO_3166 |\n| dateOfDeath | date | No | Only allowed if contactType is ‘People’. Must in format yyyy-MM-dd |\n| tfn | Number | No | No | Only allowed if the contactType is 'People'/‘Other Entity’/'Trust' |\n| abn | Number | No | Allowed for all ContactTypes |\n| acn | Number | Yes | Only mandatory if contactType is ‘Company'. Only allowed if contactType is ‘Company'. |\n| email | String | No | No | Only allowed if contactType is ‘People’. |\n| telephone | String | No | Only allowed if contactType is ‘People’/'Company'.|\n| mobile | String | No | Only allowed if contactType is ‘People’. |\n| smsfAuditorNumber | Number | No | Only allowed if contactType is ‘People’ |\n| professionalBody | String | No | Only allowed if contactType is ‘People’ |\n| professionalBodyNumber | String | No | Only allowed if contactType is ‘People’ |\n| usi | String | No | Only allowed if the contactType is ‘Other Entity’|\n| memberAccountNumber | String | No | Only allowed if the contactType is ‘Other Entity’. Used for RBS forms when transfeering from SMSF to another fund. |\n| spin | String | No | Only allowed if the contactType is ‘Other Entity’ |\n| establishmentDate | Date | No | must be format yyyy/MM/dd. Only allowed if the contactType is ‘Trust’ |\n| address | Object | No | (see Address Array below) |\n| representativeIds | Array | Yes | See RepresentativeIds Array Below. Only allowed if the contactType is 'People'/‘Other Entity’/'Trust' |\n| fundId| String |Yes | Required to attach entityRelationships |\n| entityRelationships | Array | No | Array of strings. See List Below |\n\n**Address Object**\n\n| Key | Type | Mandatory | Constraints/Comments |\n| -------- | -------- | -------- | -------- |\n| streetLine1 | String | Yes | Mandatory if any other address fields are not empty\t |\n| streetLine2 | String | No | \t |\n| city | String | Yes | Mandatory if any other address fields are not empty\t |\n| state | String | Yes | Mandatory if any other address fields are not empty. Must be one of (ACT’/‘NSW’/‘VIC’/‘QLD’/‘SA’/‘WA’/‘TAS’/‘NT)\t |\n| postCode | String | Yes | Mandatory if any other address fields are not empty\t |\n| country | String | Yes | Mandatory if any other address fields are not empty. Must be a country code as defined in https://en.wikipedia.org/wiki/ISO_3166-1_alpha-2\t |\n\n**RepresentativeIds Array**\n\n| Key | Type | Mandatory | Constraints/Comments |\n| -------- | -------- | -------- | -------- |\n | contactId | String | Yes if representativeType is not empty | where contactType is ‘Company’, the allowed value for the contactType of the contactId is 'People'. where contactType is ‘Trust’, the allowed values for the contactType of the contactId is 'People','Company'. Where contactType is ‘Other Entity’, the allowed value for the contactType of the contactId is 'People' |\n | representativeType | String |Yes if contactId is not empty | Must from list of 'Director'/'Secretary'/'Trustee'/'unitHolder'/'partner'. Where contactType is ‘Company’, the allowed values for representativeType are 'Director'/'Secretary' and where contactType is ‘Trust’, the allowed values for representativeType are 'Trustee'/'unitHolder'. Where contactType is ‘Other Entity’, the allowed values for representativeType are 'partner'|\n\t\t\t\t\n\n**entityRelationships List**\n\n* Actuary\n* Accountant\n* Account Manager\n* Administrator\n* Adviser\n* Auditor\n* Authorised Representative\n* Bookkeeper\n* Custodian\n* Director\n* External Administrator\n* Financial Planner\n* SMSF Expert\n* Firm Manager\n* Fund Contact\n* Investment Adviser\n* Lawyer\n* Partner\n* Personal Representative\n* Representative\n* Secretary\n* Tax Agent\n* Trustee\n* Other"},"response":[{"id":"989b71b5-0231-4f28-9ad1-0a39ab968f6c","name":"Status 201","originalRequest":{"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"contactType\": \"People\",\n \"fundId\": \"8ad08a3e6c829e03016c82ef9ab00008\",\n \"firstName\": \"John\",\n \"lastName\": \"Doe\",\n \"address\": {\n \"streetLine1\": \"78 Test Road\",\n \"suburb\": \"MELBOURNE\",\n \"state\": \"VIC\",\n \"postCode\": \"3000\",\n \"country\": \"AU\"\n },\n \"title\": \"Mr\",\n \"sex\": \"Male\",\n \"email\": \"johndoe@mail.com\",\n \"mobile\": \"61417000999\",\n \"phone\": \"98581111\",\n \"birthday\": \"1977-12-25\",\n \"birthPlace\": \"Macdeon\",\n \"birthState\": \"VIC\",\n \"birthCountry\": \"AU\",\n \"entityRelationships\": [\n \"Trustee\"\n ]\n}"},"url":"{{baseUrl}}/sf/funds/contacts"},"status":"Created","code":201,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"abn\": null,\n \"acn\": null,\n \"address\": {\n \"addressId\": 2154828,\n \"city\": null,\n \"country\": \"AU\",\n \"postCode\": \"3000\",\n \"state\": \"VIC\",\n \"streetLine1\": \"78 Test Road\",\n \"streetLine2\": null\n },\n \"birthCountry\": \"AU\",\n \"birthPlace\": \"Macdeon\",\n \"birthState\": \"VIC\",\n \"birthday\": \"1977-12-25\",\n \"contactId\": \"8ad08a3e6c829e03016c82ff6728000c\",\n \"dateOfDeath\": null,\n \"email\": \"johndoe@mail.com\",\n \"entityRelationships\": [\n \"Trustee\"\n ],\n \"establishmentDate\": null,\n \"firstName\": \"John\",\n \"lastName\": \"Doe\",\n \"memberAccountNumber\": null,\n \"mobile\": \"61417000999\",\n \"name\": null,\n \"otherName\": null,\n \"phone\": \"98581111\",\n \"preferredName\": null,\n \"professionalBody\": null,\n \"professionalBodyNumber\": null,\n \"representativeIds\": [],\n \"sex\": \"Male\",\n \"smsfAuditorNumber\": null,\n \"spin\": null,\n \"tfn\": null,\n \"title\": \"Mr\",\n \"usi\": null\n}"}],"_postman_id":"0ecda1a1-f883-4cea-ac1d-a63c63c46bf6"},{"name":"Create Member","id":"a79062c6-6ea1-4778-96f0-e541e2557e19","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"contactId\": \"{{contactId}}\",\n \"startDate\": \"{{startDate}}\",\n \"accountDescription\": \"{{accountDescription}}\"\n}"},"url":{"raw":"{{baseUrl}}/sf/funds/:fundId/members ","host":["{{baseUrl}}"],"path":["sf","funds",":fundId","members "],"variable":[{"key":"fundId","value":"{{fundId}}"}]},"description":"Adds an Accumulation member to the fund using an existing contact. \n\n### API Scopes \nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n- smsf_partner\n\n### Request\n\n| Key | Type | Mandatory | Constraints/Comments \n| -------- | -------- | -------- | -------- |\n| contactId | Number | Yes | Consumer must insert contactId (peopleId) of contact. contactType must be 'People'. Cannot create an accumulation member if one already exists for the fund with the same contactId. Contact must have birthdate populated |\n| startDate | Date | Yes | must be in format yyyy-MM-dd. Cannot be before the fund's formation date |\n|accountDescription | String | Yes | Freeform description of account entered by the user. |\n\n### Request\n\nThe response payload returned will be the same as existing `GET Member Details` resource"},"response":[{"id":"452feb23-237f-46fa-9f6d-73c7e8ed7907","name":"Status 201","originalRequest":{"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"contactId\": \"8ad08a3e6c829e03016c82ff6728000c\",\n \"startDate\": \"2018-12-18\",\n \"accountDescription\": \"Accumulation\"\n}"},"url":"{{baseUrl}}/sf/funds/{{fundId}}/members "},"status":"Created","code":201,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"accounts\": [\n {\n \"accountDescription\": \"Accumulation\",\n \"accountPhase\": \"Accumulation\",\n \"accountType\": \"Accumulation\",\n \"closingBalanceAt30June\": null,\n \"commencementConditionOfRelease\": null,\n \"conditionOfReleaseFromTRISRetire\": null,\n \"conversionConditionOfRelease\": null,\n \"conversionDate\": null,\n \"conversionDateFromTRISRetire\": null,\n \"endDate\": null,\n \"lastPensionType\": null,\n \"lastPensionTypeFromTRISRetire\": null,\n \"memberCode\": \"DOEJOH00001A\",\n \"openingBalanceAt1July\": null,\n \"pensionType\": null,\n \"startDate\": \"2018-12-18\",\n \"taxFreeProportion\": null\n }\n ],\n \"addressId\": \"2154828\",\n \"country\": \"AUSTRALIA\",\n \"dateOfDeath\": null,\n \"dob\": \"1977-12-25\",\n \"email\": \"johndoe@mail.com\",\n \"firstName\": \"John\",\n \"gender\": \"MALE\",\n \"lastName\": \"Doe\",\n \"mobile\": \"61417000999\",\n \"otherName\": null,\n \"peopleId\": \"8ad08a3e6c829e03016c82ff6728000d\",\n \"phone\": null,\n \"postCode\": \"3000\",\n \"state\": \"VICTORIA\",\n \"streetLine1\": \"78 Test Road\",\n \"streetLine2\": null,\n \"suburb\": null,\n \"tfn\": null,\n \"title\": \"Mr\"\n}"}],"_postman_id":"a79062c6-6ea1-4778-96f0-e541e2557e19"}],"id":"08fb5238-e13d-46db-8d13-1229b901515e","description":"\nTo create a new fund in Simple Fund 360, the following is the path is what an API consumer will need to follow:\n \n1. Use [INSERT Fund](https://docs.api.bgl360.com.au/?version=latest#5a1896dc-7bd5-4ddc-8de5-c230672447e7) to create the Fund. This will return a FundId which can be used to insert or update any other necessary details\n2. Use [UPDATE Fund Details](https://docs.api.bgl360.com.au/?version=latest#78544ec2-7bd4-42b5-aa8d-a11d4d50fae9) (using the FundId created at Step 1) to check or update Fund Details.\n3. Use [CREATE Fund Contacts](https://docs.api.bgl360.com.au/?version=latest#0ecda1a1-f883-4cea-ac1d-a63c63c46bf6) (using the FundId created at Step 1) to create the Individuals who are part of the SMSF (e.g. Corporate Trustee, Corporate Trustee Directors or Individual Trustees.) If a contact already exists you will receive an error message \"Failed to create Contact: Contact already exists with contact id\". The Entity Relationship can be added as part of this API or using [CREATE Entity Relationships](https://docs.api.bgl360.com.au/?version=latest#aa94013c-6839-4086-a0b8-b15c0afab93b) below. \n4. Use [CREATE Entity Relationships](https://docs.api.bgl360.com.au/?version=latest#aa94013c-6839-4086-a0b8-b15c0afab93b) to update a relationship for an existing contact. e.g Individual is a member for 2 SMSFs\n5. Use [CREATE Member](https://docs.api.bgl360.com.au/?version=latest#a79062c6-6ea1-4778-96f0-e541e2557e19) using FundId created at Step 1) to add members to the fund using the contacts added at Step 3 or an existing contact.\n \nFor an API Consumer to check what they have created:\n\n- [GET Fund Details](https://docs.api.bgl360.com.au/?version=latest#ecad8545-e4bb-4722-9c64-ab6a619b0165)\n- [GET Fund Trustees](https://docs.api.bgl360.com.au/?version=latest#df029f2a-580f-4f53-8897-1ec108b2abab)\n- [GET Fund Members](https://docs.api.bgl360.com.au/?version=latest#d409fb0d-00ed-4317-b55e-27b392899de4)\n- [GET Fund Contacts](https://docs.api.bgl360.com.au/?version=latest#896c5876-11d3-4c36-b2cc-206bacb549ea)","event":[{"listen":"prerequest","script":{"id":"583ae932-c28c-48a6-84a0-f24027ccd0f4","type":"text/javascript","exec":[""]}},{"listen":"test","script":{"id":"b5f0fcc5-a3c0-4180-8522-0f0de8f00315","type":"text/javascript","exec":[""]}}],"_postman_id":"08fb5238-e13d-46db-8d13-1229b901515e"},{"name":"Contacts","item":[{"name":"List of Contacts (Firm)","id":"00edb6e2-9507-4f40-82a7-af8208d4adde","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"noauth"},"method":"GET","header":[{"key":"Authorization","type":"text","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/sf/contacts?offset={{offset}}&limit={{limit}}","host":["{{baseUrl}}"],"path":["sf","contacts"],"query":[{"key":"offset","value":"{{offset}}","description":"Example = 0"},{"key":"limit","value":"{{limit}}","description":"Example = 500. Maximum amount between offset and limit must be 500"}]},"description":"Returns the list of all contacts for a firm\n\n\n### API Scopes \nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n- smsf_partner\n\n\n### Query Parameters\n\n| Form Parameter | type | Mandatory | Description |\n| -------- | -------- | -------- | -------- |\n| offset | number | Required | Example = 0 |\n| limit | number | Required | Example = 500 |\n\n\n### Response Body\n\n| Key | Datatype | Comments/Constraints |\n|--|--|--|\n| abn |string | |\n|acn |number | Only returned if contactType='Company'|\n| address |object | Address object will be received with the address details|\n|birthCountry |string | Only returned if contactType is ‘People’. ISO 3166 country code/name [https://en.wikipedia.org/wiki/ISO_3166](https://en.wikipedia.org/wiki/ISO_3166 \"https://en.wikipedia.org/wiki/ISO_3166\")\n|birthPlace |string | Only returned if contactType is ‘People’. One of ‘ACT’/‘NSW’/‘VIC’/‘QLD’/‘SA’/‘WA’/‘TAS’/‘NT’/‘Foreign’|\n|birthday |date | format yyyy/MM/dd. Only allowed if contactType is ‘People’|\n|contactId |string | Contact Identifier |\n|contactType |string | one of ‘People’/‘Company’/OtherEntity’/’Trust’|\n| dateOfDeath |date | |\n| din | string| Director ID | \n| email |string | |\n| entityRelationships |array | See below |\n| establishmentDate |date | - format is yyyy/MM/dd. Only returned if the contactType is ‘Trust’ |\n| firstName |string | Returned if the contactType is ‘People’|\n| lastName |string | Returned if the contactType is ‘People’|\n| memberAccountNumber |string | |\n| mobile |string | |\n| name |string | Returned if the contactType is ‘Company’/‘Other Entity’/'Trust' |\n|otherName| string | Returned where contactType is ‘People’|\n| professionalBody |string | |\n| professionalBodyNumber |string | |\n| sex |string | List from ‘Male’/‘Female’|\n| smsfAuditorNumber |string | |\n| solePurposeSMSFCorpTrustee |boolean |Only returned if contactType='Company'. |\n|spin |string |Returned if the contactType is ‘Other Entity’ |\n| telephone |string | |\n|tfn |string | will return 'Provided' or 'Not Provided' |\n| title |string | |\n| usi |string | |\n\n**Address Array**\n\n| Key | Type | Mandatory | Constraints/Comments |\n| -------- | -------- | -------- | -------- |\n| streetLine1 | String | Yes | Mandatory if any other address fields are not empty\t |\n| streetLine2 | String | No | \t |\n| city | String | Yes | Mandatory if any other address fields are not empty\t |\n| state | String | Yes | Mandatory if any other address fields are not empty. Must be one of (ACT’/‘NSW’/‘VIC’/‘QLD’/‘SA’/‘WA’/‘TAS’/‘NT)\t |\n| postCode | String | Yes | Mandatory if any other address fields are not empty\t |\n| country | String | Yes | Mandatory if any other address fields are not empty. Must be a country code as defined in https://en.wikipedia.org/wiki/ISO_3166-1_alpha-2\t |\n\n ## EntityRelationships object\n\n| Key | Datatype | Comments/Constraints |\n|--|--|--|\n| entityRelationshipId |string |ID of EntityRelationship |\n|entityContactParentId| string |ID of ContactParent. This is contactId where entityToType=”PersonProxy” or “OtherEntity” or “Company” or “Trust”. This is entityId where entityToType=”SMSF” or “BillableTrust” or “BillableCompany”.|\n|entityContactParentType| string |From List [Trust, SMSF, PersonProxy, OtherEntity, Company, BillableTrust, BillableCompany]|\n|entityContactPosition| string |Position ContactChild has with ContactParent|\n|entityContactChildId| string |ID* of ContactChild. This is contactId where entityToType=”PersonProxy” or “OtherEntity” or “Company” or “Trust”. This is entityId where entityToType=”SMSF” or “BillableTrust” or “BillableCompany”.|\n|entityContactChildType| string |From List [Trust, SMSF, PersonProxy, OtherEntity, Company, BillableTrust, BillableCompany]|\n\n## entityContactPosition List\n\n| Key | Description |\n|-----------------------------------------------|--------------------------------|\n| AccountManager | Account Manager |\n| Appointer_Trustee | Appointer |\n| Bare_Trust | Bare Trust |\n| Beneficiary | Beneficiary |\n| Director | Director |\n| EX_ComOther | Other |\n| EX_ComOther_Agent | Agent |\n| EX_ComOther\\_Agents\\_Representative | Agent's Representative |\n| EX\\_ComOther\\_Alternate | Alternate |\n| EX\\_ComOther\\_Foreign\\_Agent | Foreign Agent |\n| EX\\_ComOther\\_Foreign\\_Agents\\_Representative | Foreign Agent’s Representative |\n| EX\\_ComOther\\_Liquidator | Liquidator |\n| EX\\_ComOther\\_Members\\_Representative | Member' Representative |\n| EX\\_ComOther\\_Natural\\_Person | Natural Person |\n| EX\\_ComOther\\_Persons\\_Representative | Person's Representative |\n| EX\\_ComOther\\_Public\\_Officer | Public Officer |\n| EX\\_ComOther\\_Unitholders\\_Representative | Unitholder's Representative |\n| EX\\_SMSF\\_Accountant | Accountant |\n| EX\\_SMSF\\_Actuary | Actuary |\n| EX\\_SMSF\\_Administrator | Administrator |\n| EX\\_SMSF\\_Advisor | Adviser |\n| EX\\_SMSF\\_Auditor | Auditor |\n| EX\\_SMSF\\_Authorised\\_Representative | Authorised Representative |\n| EX\\_SMSF\\_Bookkeeper | Bookkeeper |\n| EX\\_SMSF\\_Custodian | Custodian |\n| EX\\_SMSF\\_Employer\\_Sponsor | Employer Sponsor |\n| EX\\_SMSF\\_Expert | SMSF Expert |\n| EX\\_SMSF\\_External\\_Administrator | External Administrator |\n| EX\\_SMSF\\_Firm\\_Contact | Firm Contact |\n| EX\\_SMSF\\_Firm\\_Manager | Firm Manager |\n| EX\\_SMSF\\_Fund\\_Contact | Fund Contact |\n| EX\\_SMSF\\_Investment\\_Advisor | Investment Advisor |\n| EX\\_SMSF\\_Lawyer | Lawyer |\n| EX\\_SMSF\\_Personal\\_Representative | Personal Representative |\n| EX\\_SMSF\\_Representative | Representative |\n| EX\\_SMSF\\_Tax\\_Agent | Tax Agent |\n| Former Member | if all of the person's member accounts for the fund have an end date and all the end dates before the fund’s current financial year start date |\n| Financial\\_Planner | Financial Planner |\n| Officer | Officer |\n| Partner | Partner |\n| Secretary | Secretary |\n| Settlor | Settlor |\n| Shareholder | Shareholder |\n| Trustee | Trustee |\n| Trustee | Trustee |\n| UnitHolder | Unit Holder |"},"response":[{"id":"d3cba802-38f9-42e6-83ff-1f105c6b8e49","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","type":"text","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/sf/contacts?offset=0&limit=2","host":["{{baseUrl}}"],"path":["sf","contacts"],"query":[{"key":"offset","value":"0","description":"Example = 0"},{"key":"limit","value":"2","description":"Example = 500. Maximum amount between offset and limit must be 500"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":null,"cookie":[],"responseTime":null,"body":"{\n \"contacts\": [\n {\n \"abn\": \"99159300464\",\n \"acn\": null,\n \"address\": {\n \"addressId\": 2260063,\n \"city\": \"Brighton East\",\n \"country\": \"AU\",\n \"postCode\": \"3178\",\n \"state\": \"VICTORIA\",\n \"streetLine1\": \"Suite 2, 606 Hawthorn Rd\",\n \"streetLine2\": null\n },\n \"birthCountry\": \"AU\",\n \"birthPlace\": null,\n \"birthState\": null,\n \"birthday\": \"1947-08-02\",\n \"contactId\": \"2c918082685ea3b801686d82e99b0107\",\n \"contactType\": \"People\",\n \"dateOfDeath\": null,\n \"email\": \"test@test.com.au\",\n \"entityRelationships\": [\n {\n \"entityContactChildId\": \"2c918082685ea3b801686d82e99b0107\",\n \"entityContactChildType\": \"People\",\n \"entityContactParentId\": \"8ad08a29686d750701686d8182ef0002\",\n \"entityContactParentType\": \"SMSF\",\n \"entityContactPosition\": \"Trustee\",\n \"entityRelationshipId\": 161826\n },\n {\n \"entityContactChildId\": \"2c918082685ea3b801686d82e99b0107\",\n \"entityContactChildType\": \"People\",\n \"entityContactParentId\": \"8ad08a29686d750701686d8182ef0002\",\n \"entityContactParentType\": \"SMSF\",\n \"entityContactPosition\": \"Member\",\n \"entityRelationshipId\": 161828\n },\n {\n \"entityContactChildId\": \"2c918082685ea3b801686d82e99b0107\",\n \"entityContactChildType\": \"People\",\n \"entityContactParentId\": \"8ad08ad568742d950168744aa0380022\",\n \"entityContactParentType\": \"SMSF\",\n \"entityContactPosition\": \"Member\",\n \"entityRelationshipId\": 169054\n }\n ],\n \"establishmentDate\": null,\n \"firstName\": \"John\",\n \"lastName\": \"Jones\",\n \"memberAccountNumber\": null,\n \"mobile\": \"61426277777\",\n \"name\": null,\n \"otherName\": null,\n \"preferredName\": null,\n \"professionalBody\": null,\n \"professionalBodyNumber\": null,\n \"sex\": \"MALE\",\n \"smsfAuditorNumber\": null,\n \"solePurposeSMSFCorpTrustee\": null,\n \"spin\": null,\n \"telephone\": \"1300111111\",\n \"tfn\": \"Not Provided\",\n \"title\": \"Mr\",\n \"usi\": null\n },\n {\n \"abn\": null,\n \"acn\": null,\n \"address\": {\n \"addressId\": 2103348,\n \"city\": \"Brighton East\",\n \"country\": \"AU\",\n \"postCode\": \"5475\",\n \"state\": \"VICTORIA\",\n \"streetLine1\": \"Suite 2, 606-608 Hawthorn Rd\",\n \"streetLine2\": \"\"\n },\n \"birthCountry\": \"AU\",\n \"birthPlace\": null,\n \"birthState\": null,\n \"birthday\": \"1947-08-02\",\n \"contactId\": \"2c918082685ea3b801686d82e9bb0109\",\n \"contactType\": \"People\",\n \"dateOfDeath\": null,\n \"email\": \"sandy4812@hand.com\",\n \"entityRelationships\": [\n {\n \"entityContactChildId\": \"2c918082685ea3b801686d82e9bb0109\",\n \"entityContactChildType\": \"People\",\n \"entityContactParentId\": \"8ad08a29686d750701686d8182ef0002\",\n \"entityContactParentType\": \"SMSF\",\n \"entityContactPosition\": \"Member\",\n \"entityRelationshipId\": 161827\n }\n ],\n \"establishmentDate\": null,\n \"firstName\": \"Mary\",\n \"lastName\": \"Jones\",\n \"memberAccountNumber\": null,\n \"mobile\": null,\n \"name\": null,\n \"otherName\": null,\n \"preferredName\": null,\n \"professionalBody\": null,\n \"professionalBodyNumber\": null,\n \"sex\": \"FEMALE\",\n \"smsfAuditorNumber\": null,\n \"solePurposeSMSFCorpTrustee\": null,\n \"spin\": null,\n \"telephone\": \"01-76970987\",\n \"tfn\": \"Provided\",\n \"title\": null,\n \"usi\": null\n }\n ],\n \"limit\": 2,\n \"offset\": 0,\n \"total\": 83\n}"}],"_postman_id":"00edb6e2-9507-4f40-82a7-af8208d4adde"},{"name":"List of Contacts by IDs","id":"b49327d9-84e3-4b57-bfe3-a010da9ad721","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"noauth"},"method":"GET","header":[{"key":"Authorization","type":"text","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/sf/contactsByIds?ids={{contactIds}}","host":["{{baseUrl}}"],"path":["sf","contactsByIds"],"query":[{"key":"ids","value":"{{contactIds}}"}]},"description":"Returns one or more contacts by given contact IDs\n\n\n### API Scopes \nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n- smsf_partner\n\n\n### Query Parameters\n\n| Form Parameter | type | Mandatory | Description |\n| -------- | -------- | -------- | -------- |\n| ids | string | Required |comma seperated list of ids |\n\n\n### Response Body\n\n| Key | Datatype | Comments/Constraints |\n|--|--|--|\n| abn |string | |\n|acn |number | Only returned if contactType='Company'|\n| address |object | Address object will be received with the address details|\n|birthCountry |string | Only returned if contactType is ‘People’. ISO 3166 country code/name [https://en.wikipedia.org/wiki/ISO_3166](https://en.wikipedia.org/wiki/ISO_3166 \"https://en.wikipedia.org/wiki/ISO_3166\")\n|birthPlace |string | Only returned if contactType is ‘People’. One of ‘ACT’/‘NSW’/‘VIC’/‘QLD’/‘SA’/‘WA’/‘TAS’/‘NT’/‘Foreign’|\n|birthday |date | format yyyy/MM/dd. Only allowed if contactType is ‘People’|\n|contactId |string | Contact Identifier |\n|contactType |string | one of ‘People’/‘Company’/OtherEntity’/’Trust’|\n| dateOfDeath |date | |\n| din | string | Director ID |\n| email |string | |\n| entityRelationships |array | See below |\n| establishmentDate |date | - format is yyyy/MM/dd. Only returned if the contactType is ‘Trust’ |\n| firstName |string | Returned if the contactType is ‘People’|\n| lastName |string | Returned if the contactType is ‘People’|\n| memberAccountNumber |string | |\n| mobile |string | |\n| name |string | Returned if the contactType is ‘Company’/‘Other Entity’/'Trust' |\n|otherName| string | Returned where contactType is ‘People’|\n| professionalBody |string | |\n| professionalBodyNumber |string | |\n| sex |string | List from ‘Male’/‘Female’|\n| smsfAuditorNumber |string | |\n| solePurposeSMSFCorpTrustee |boolean |Only returned if contactType='Company'. |\n|spin |string |Returned if the contactType is ‘Other Entity’ |\n| telephone |string | |\n|tfn |string | will return 'Provided' or 'Not Provided' |\n| title |string | |\n| usi |string | |\n\n**Address Array**\n\n| Key | Type | Mandatory | Constraints/Comments |\n| -------- | -------- | -------- | -------- |\n| streetLine1 | String | Yes | Mandatory if any other address fields are not empty\t |\n| streetLine2 | String | No | \t |\n| city | String | Yes | Mandatory if any other address fields are not empty\t |\n| state | String | Yes | Mandatory if any other address fields are not empty. Must be one of (ACT’/‘NSW’/‘VIC’/‘QLD’/‘SA’/‘WA’/‘TAS’/‘NT)\t |\n| postCode | String | Yes | Mandatory if any other address fields are not empty\t |\n| country | String | Yes | Mandatory if any other address fields are not empty. Must be a country code as defined in https://en.wikipedia.org/wiki/ISO_3166-1_alpha-2\t |\n\n ### EntityRelationships object\n\n| Key | Datatype | Comments/Constraints |\n|--|--|--|\n| entityRelationshipId |string |ID of EntityRelationship |\n|entityContactParentId| string |ID of ContactParent. This is contactId where entityToType=”PersonProxy” or “OtherEntity” or “Company” or “Trust”. This is entityId where entityToType=”SMSF” or “BillableTrust” or “BillableCompany”.|\n|entityContactParentType| string |From List [Trust, SMSF, PersonProxy, OtherEntity, Company, BillableTrust, BillableCompany]|\n|entityContactPosition| string |Position ContactChild has with ContactParent|\n|entityContactChildId| string |ID* of ContactChild. This is contactId where entityToType=”PersonProxy” or “OtherEntity” or “Company” or “Trust”. This is entityId where entityToType=”SMSF” or “BillableTrust” or “BillableCompany”.|\n|entityContactChildType| string |From List [Trust, SMSF, PersonProxy, OtherEntity, Company, BillableTrust, BillableCompany]|\n\n## entityContactPosition List\n\n| Key | Description |\n|-----------------------------------------------|--------------------------------|\n| AccountManager | Account Manager |\n| Appointer_Trustee | Appointer |\n| Bare_Trust | Bare Trust |\n| Beneficiary | Beneficiary |\n| Director | Director |\n| EX_ComOther | Other |\n| EX_ComOther_Agent | Agent |\n| EX_ComOther\\_Agents\\_Representative | Agent's Representative |\n| EX\\_ComOther\\_Alternate | Alternate |\n| EX\\_ComOther\\_Foreign\\_Agent | Foreign Agent |\n| EX\\_ComOther\\_Foreign\\_Agents\\_Representative | Foreign Agent’s Representative |\n| EX\\_ComOther\\_Liquidator | Liquidator |\n| EX\\_ComOther\\_Members\\_Representative | Member' Representative |\n| EX\\_ComOther\\_Natural\\_Person | Natural Person |\n| EX\\_ComOther\\_Persons\\_Representative | Person's Representative |\n| EX\\_ComOther\\_Public\\_Officer | Public Officer |\n| EX\\_ComOther\\_Unitholders\\_Representative | Unitholder's Representative |\n| EX\\_SMSF\\_Accountant | Accountant |\n| EX\\_SMSF\\_Actuary | Actuary |\n| EX\\_SMSF\\_Administrator | Administrator |\n| EX\\_SMSF\\_Advisor | Adviser |\n| EX\\_SMSF\\_Auditor | Auditor |\n| EX\\_SMSF\\_Authorised\\_Representative | Authorised Representative |\n| EX\\_SMSF\\_Bookkeeper | Bookkeeper |\n| EX\\_SMSF\\_Custodian | Custodian |\n| EX\\_SMSF\\_Employer\\_Sponsor | Employer Sponsor |\n| EX\\_SMSF\\_Expert | SMSF Expert |\n| EX\\_SMSF\\_External\\_Administrator | External Administrator |\n| EX\\_SMSF\\_Firm\\_Contact | Firm Contact |\n| EX\\_SMSF\\_Firm\\_Manager | Firm Manager |\n| EX\\_SMSF\\_Fund\\_Contact | Fund Contact |\n| EX\\_SMSF\\_Investment\\_Advisor | Investment Advisor |\n| EX\\_SMSF\\_Lawyer | Lawyer |\n| EX\\_SMSF\\_Personal\\_Representative | Personal Representative |\n| EX\\_SMSF\\_Representative | Representative |\n| EX\\_SMSF\\_Tax\\_Agent | Tax Agent |\n| Former Member | if all of the person's member accounts for the fund have an end date and all the end dates before the fund’s current financial year start date |\n| Financial\\_Planner | Financial Planner |\n| Officer | Officer |\n| Partner | Partner |\n| Secretary | Secretary |\n| Settlor | Settlor |\n| Shareholder | Shareholder |\n| Trustee | Trustee |\n| Trustee | Trustee |\n| UnitHolder | Unit Holder |"},"response":[{"id":"fd3d2b7c-99a3-44b7-82ec-8014864f03ba","name":"List of Contacts by IDs","originalRequest":{"method":"GET","header":[{"key":"Authorization","type":"text","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/sf/contactsByIds?ids={{contactIds}}","host":["{{baseUrl}}"],"path":["sf","contactsByIds"],"query":[{"key":"ids","value":"{{contactIds}}"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"x-rate-daily-limit-remaining","value":"-1"},{"key":"vary","value":"accept-encoding, Accept-Encoding"},{"key":"content-type","value":"application/json;charset=UTF-8"},{"key":"date","value":"Sun, 06 Mar 2022 22:41:41 GMT"},{"key":"server","value":"BGL"},{"key":"content-encoding","value":"gzip"},{"key":"content-security-policy","value":"frame-ancestors 'self' uat.sf360.com.au"},{"key":"x-content-type-options","value":"nosniff"},{"key":"x-frame-options","value":"ALLOW-FROM https://uat.sf360.com.au"},{"key":"transfer-encoding","value":"chunked"}],"cookie":[],"responseTime":null,"body":"[\n {\n \"abn\": null,\n \"acn\": null,\n \"address\": {\n \"addressId\": 2496090,\n \"city\": \"Brighton East\",\n \"country\": \"AU\",\n \"postCode\": \"3187\",\n \"state\": \"VIC\",\n \"streetLine1\": \"606 Hawthorn Rd\",\n \"streetLine2\": \"\"\n },\n \"birthCountry\": \"AU\",\n \"birthPlace\": \"Casterly Rock\",\n \"birthState\": \"ACT\",\n \"birthday\": \"1954-07-01\",\n \"contactId\": \"8ad08a3b70f49c890170f51ba33a0000\",\n \"contactType\": \"People\",\n \"dateOfDeath\": null,\n \"din\": \"999999941\",\n \"email\": \"info@bglcorp.com.au\",\n \"entityRelationships\": [\n {\n \"entityContactChildId\": \"8ad08a3b70f49c890170f51ba33a0000\",\n \"entityContactChildType\": \"People\",\n \"entityContactParentId\": \"8ad08ac470f2e2590170f4e8cbbd0103\",\n \"entityContactParentType\": \"SMSF\",\n \"entityContactPosition\": \"Member\",\n \"entityRelationshipId\": 216968\n },\n {\n \"entityContactChildId\": \"8ad08a3b70f49c890170f51ba33a0000\",\n \"entityContactChildType\": \"People\",\n \"entityContactParentId\": \"8ad08a2371b84f720171b8c6f7060000\",\n \"entityContactParentType\": \"SMSF\",\n \"entityContactPosition\": \"Member\",\n \"entityRelationshipId\": 222015\n },\n {\n \"entityContactChildId\": \"8ad08a3b70f49c890170f51ba33a0000\",\n \"entityContactChildType\": \"People\",\n \"entityContactParentId\": \"8ad08ac470f2e2590170f4e8cbbd0103\",\n \"entityContactParentType\": \"SMSF\",\n \"entityContactPosition\": \"Trustee\",\n \"entityRelationshipId\": 234515\n },\n {\n \"entityContactChildId\": \"8ad08a3b70f49c890170f51ba33a0000\",\n \"entityContactChildType\": \"People\",\n \"entityContactParentId\": \"8ad08a0573297bb501732c3e62ce0100\",\n \"entityContactParentType\": \"SMSF\",\n \"entityContactPosition\": \"Member\",\n \"entityRelationshipId\": 235372\n }\n ],\n \"establishmentDate\": null,\n \"firstName\": \"Lannister\",\n \"lastName\": \"Joanna\",\n \"memberAccountNumber\": null,\n \"mobile\": \"61400555111\",\n \"name\": null,\n \"otherName\": null,\n \"preferredName\": null,\n \"professionalBody\": null,\n \"professionalBodyNumber\": null,\n \"sex\": \"FEMALE\",\n \"smsfAuditorNumber\": null,\n \"solePurposeSMSFCorpTrustee\": null,\n \"spin\": null,\n \"telephone\": \"0400555111\",\n \"tfn\": \"Not Provided\",\n \"title\": \"Mr\",\n \"usi\": null\n }\n]"}],"_postman_id":"b49327d9-84e3-4b57-bfe3-a010da9ad721"},{"name":"List of Contacts (Entity)","event":[{"listen":"prerequest","script":{"id":"71fb99bf-0288-409b-83f8-a6d02be0c41c","exec":["console.log(\"fundId that will be sent: \" + data.fundId);"],"type":"text/javascript"}}],"id":"896c5876-11d3-4c36-b2cc-206bacb549ea","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."}],"url":{"raw":"{{baseUrl}}/sf/funds/:fundId/contacts","host":["{{baseUrl}}"],"path":["sf","funds",":fundId","contacts"],"variable":[{"key":"fundId","value":"{{fundId}}"}]},"description":"### API Scopes \nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n- smsf_partner\n\n## Response Body\n\n| Key | Datatype | Comments/Constraints |\n|--|--|--|\n| abn |string | |\n|acn |number | Only returned if contactType='Company'|\n| address |object | Address object will be received with the address details|\n|birthCountry |string | Only returned if contactType is ‘People’. ISO 3166 country code/name [https://en.wikipedia.org/wiki/ISO_3166](https://en.wikipedia.org/wiki/ISO_3166 \"https://en.wikipedia.org/wiki/ISO_3166\")\n|birthPlace |string | Only returned if contactType is ‘People’. One of ‘ACT’/‘NSW’/‘VIC’/‘QLD’/‘SA’/‘WA’/‘TAS’/‘NT’/‘Foreign’|\n|birthday |date | format yyyy/MM/dd. Only allowed if contactType is ‘People’|\n|contactId |string | Contact Identifier |\n|contactType |string | one of ‘People’/‘Company’/OtherEntity’/’Trust’|\n| dateOfDeath |date | |\n| din | string | Director ID | \n| email |string | |\n| entityRelationships |array | See below |\n| establishmentDate |date | - format is yyyy/MM/dd. Only returned if the contactType is ‘Trust’ |\n| firstName |string | Returned if the contactType is ‘People’|\n| lastName |string | Returned if the contactType is ‘People’|\n| memberAccountNumber |string | |\n| mobile |string | |\n| name |string | Returned if the contactType is ‘Company’/‘Other Entity’/'Trust' |\n|otherName| string | Returned where contactType is ‘People’|\n| professionalBody |string | |\n| professionalBodyNumber |string | |\n| sex |string | List from ‘Male’/‘Female’|\n| smsfAuditorNumber |string | |\n| solePurposeSMSFCorpTrustee |boolean |Only returned if contactType='Company'. |\n|spin |string |Returned if the contactType is ‘Other Entity’ |\n| telephone |string | |\n|tfn |string | will return 'Provided' or 'Not Provided' |\n| title |string | |\n| usi |string | |\n\n**Address Array**\n\n| Key | Type | Mandatory | Constraints/Comments |\n| -------- | -------- | -------- | -------- |\n| streetLine1 | String | Yes | Mandatory if any other address fields are not empty\t |\n| streetLine2 | String | No | \t |\n| city | String | Yes | Mandatory if any other address fields are not empty\t |\n| state | String | Yes | Mandatory if any other address fields are not empty. Must be one of (ACT’/‘NSW’/‘VIC’/‘QLD’/‘SA’/‘WA’/‘TAS’/‘NT)\t |\n| postCode | String | Yes | Mandatory if any other address fields are not empty\t |\n| country | String | Yes | Mandatory if any other address fields are not empty. Must be a country code as defined in https://en.wikipedia.org/wiki/ISO_3166-1_alpha-2\t |\n\n ## EntityRelationships object\n\n| Key | Datatype | Comments/Constraints |\n|--|--|--|\n| entityRelationshipId |string |ID of EntityRelationship |\n|entityContactParentId| string |ID of ContactParent. This is contactId where entityToType=”PersonProxy” or “OtherEntity” or “Company” or “Trust”. This is entityId where entityToType=”SMSF” or “BillableTrust” or “BillableCompany”.|\n|entityContactParentType| string |From List [Trust, SMSF, PersonProxy, OtherEntity, Company, BillableTrust, BillableCompany]|\n|entityContactPosition| string |Position ContactChild has with ContactParent|\n|entityContactChildId| string |ID* of ContactChild. This is contactId where entityToType=”PersonProxy” or “OtherEntity” or “Company” or “Trust”. This is entityId where entityToType=”SMSF” or “BillableTrust” or “BillableCompany”.|\n|entityContactChildType| string |From List [Trust, SMSF, PersonProxy, OtherEntity, Company, BillableTrust, BillableCompany]|\n\n## entityContactPosition List\n\n| Key | Description |\n|-----------------------------------------------|--------------------------------|\n| AccountManager | Account Manager |\n| Appointer_Trustee | Appointer |\n| Bare_Trust | Bare Trust |\n| Beneficiary | Beneficiary |\n| Director | Director |\n| EX_ComOther | Other |\n| EX_ComOther_Agent | Agent |\n| EX_ComOther\\_Agents\\_Representative | Agent's Representative |\n| EX\\_ComOther\\_Alternate | Alternate |\n| EX\\_ComOther\\_Foreign\\_Agent | Foreign Agent |\n| EX\\_ComOther\\_Foreign\\_Agents\\_Representative | Foreign Agent’s Representative |\n| EX\\_ComOther\\_Liquidator | Liquidator |\n| EX\\_ComOther\\_Members\\_Representative | Member' Representative |\n| EX\\_ComOther\\_Natural\\_Person | Natural Person |\n| EX\\_ComOther\\_Persons\\_Representative | Person's Representative |\n| EX\\_ComOther\\_Public\\_Officer | Public Officer |\n| EX\\_ComOther\\_Unitholders\\_Representative | Unitholder's Representative |\n| EX\\_SMSF\\_Accountant | Accountant |\n| EX\\_SMSF\\_Actuary | Actuary |\n| EX\\_SMSF\\_Administrator | Administrator |\n| EX\\_SMSF\\_Advisor | Adviser |\n| EX\\_SMSF\\_Auditor | Auditor |\n| EX\\_SMSF\\_Authorised\\_Representative | Authorised Representative |\n| EX\\_SMSF\\_Bookkeeper | Bookkeeper |\n| EX\\_SMSF\\_Custodian | Custodian |\n| EX\\_SMSF\\_Employer\\_Sponsor | Employer Sponsor |\n| EX\\_SMSF\\_Expert | SMSF Expert |\n| EX\\_SMSF\\_External\\_Administrator | External Administrator |\n| EX\\_SMSF\\_Firm\\_Contact | Firm Contact |\n| EX\\_SMSF\\_Firm\\_Manager | Firm Manager |\n| EX\\_SMSF\\_Fund\\_Contact | Fund Contact |\n| EX\\_SMSF\\_Investment\\_Advisor | Investment Advisor |\n| EX\\_SMSF\\_Lawyer | Lawyer |\n| EX\\_SMSF\\_Personal\\_Representative | Personal Representative |\n| EX\\_SMSF\\_Representative | Representative |\n| EX\\_SMSF\\_Tax\\_Agent | Tax Agent |\n| Former Member | if all of the person's member accounts for the fund have an end date and all the end dates before the fund’s current financial year start date |\n| Financial\\_Planner | Financial Planner |\n| Officer | Officer |\n| Partner | Partner |\n| Secretary | Secretary |\n| Settlor | Settlor |\n| Shareholder | Shareholder |\n| Trustee | Trustee |\n| Trustee | Trustee |\n| UnitHolder | Unit Holder |"},"response":[{"id":"69c1436b-85ee-4a61-976e-7900b8c96b32","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":""}],"url":"{{baseUrl}}/sf/funds/{{fundId}}/contacts"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"[\n {\n \"abn\": null,\n \"acn\": null,\n \"address\": {\n \"addressId\": 2154828,\n \"city\": null,\n \"country\": \"AU\",\n \"postCode\": \"3000\",\n \"state\": \"VICTORIA\",\n \"streetLine1\": \"78 Test Road\",\n \"streetLine2\": null\n },\n \"birthCountry\": \"AU\",\n \"birthPlace\": \"Macdeon\",\n \"birthState\": \"VIC\",\n \"birthday\": \"1977-12-25\",\n \"contactId\": \"8ad08a3e6c829e03016c82ff6728000c\",\n \"contactType\": \"People\",\n \"dateOfDeath\": null,\n \"directorIds\": null,\n \"email\": \"johndoe@mail.com\",\n \"entityRelationships\": [\n \"Trustee\"\n ],\n \"establishmentDate\": null,\n \"firstName\": \"John\",\n \"lastName\": \"Doe\",\n \"memberAccountNumber\": null,\n \"mobile\": \"61417000999\",\n \"name\": null,\n \"otherName\": null,\n \"partnerIds\": null,\n \"phone\": null,\n \"preferredName\": null,\n \"professionalBody\": null,\n \"professionalBodyNumber\": null,\n \"representativeIds\": [],\n \"secretaryIds\": null,\n \"sex\": \"MALE\",\n \"smsfAuditorNumber\": null,\n \"spin\": null,\n \"tfn\": null,\n \"title\": \"Mr\",\n \"trusteeIds\": null,\n \"unitHoldersIds\": null,\n \"usi\": null\n }\n]"}],"_postman_id":"896c5876-11d3-4c36-b2cc-206bacb549ea"},{"name":"Update Contacts","id":"ea40ab7a-f5c8-40ae-b025-deb09ec31613","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"noauth"},"method":"PUT","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."},{"key":"Content-Type","name":"Content-Type","type":"text","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"firstName\": \"{{firstName}}\",\n \"lastName\": \"{{lastName}}\",\n \"address\": {\n \"streetLine1\": \"{{streetLine1}}\",\n \"suburb\": \"{{suburb}}\",\n \"state\": \"{{state}}\",\n \"postCode\": \"{{postCode}}\",\n \"country\": \"{{country}}\"\n },\n \"title\": \"{{title}}\",\n \"sex\": \"{{sex}}\",\n \"email\": \"{{email}}\",\n \"mobile\": \"{{mobile}}\",\n \"phone1\": \"{{phone1}}\",\n \"birthday\": \"{{birthday}}\",\n \"birthPlace\": \"{{birthPlace}}\",\n \"birthState\": \"{{birthState}}\",\n \"birthCountry\": \"birthCountry\",\n \"entityRelationships\": [\n \"{{entityRelationships}}\"\n ]\n}"},"url":"{{baseUrl}}/sf/contacts/{{contactId}}","description":"Allows you to update details for a single contact. \n\n### API Scopes \nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n- smsf_partner\n\n### Request Body\n\n| Key | Type | Mandatory | Constraints/Comments | \n| -------- | -------- | -------- | -------- |\n| title | String | No | Only allowed if contactType is ‘People’. must be one of (Mr, Ms, Mrs, Mstr, Dr, Miss)|\n| firstName | String | No* | Only allowed if the contactType is ‘People’ |\n| lastName | String | No* | Only allowed if the contactType is ‘People’ |\n| otherName | String | No | Only allowed if contactType is ‘People’ |\n| preferredName | String | No | Only allowed if contactType is ‘People’. |\n| name | String | Yes* | Only allowed if the contactType is ‘Company’/‘Other Entity’/'Trust' |\n| sex | String | No | Only allowed if contactType is ‘People’. Must be one of ‘Male’/‘Female’|\n| birthday | date | No* | Only allowed if contactType is ‘People’. Must be informat yyyy-MM-dd. Must be added if person is Member or Trustee ( |\n| birthPlace | String | No | Only allowed if contactType is ‘People’ |\n| birthState | String | No | Only allowed if contactType is ‘People’.. Must be one of (‘ACT’/‘NSW’/‘VIC’/‘QLD’/‘SA’/‘WA’/‘TAS’/‘NT’/‘Foreign’) |\n| birthCountry | String | No | Only allowed if contactType is ‘People’. Must be ISO 3166 country code/name https://en.wikipedia.org/wiki/ISO_3166 |\n| dateOfDeath | date | No | Only allowed if contactType is ‘People’. Must in format yyyy-MM-dd |\n| din |string | Director ID | \n| tfn | Number | No | No | Only allowed if the contactType is 'People'/‘Other Entity’/'Trust' |\n| abn | Number | No | Allowed for all ContactTypes |\n| acn | Number | No | Only allowed if contactType is ‘Company'. |\n| email | String | No | No | Only allowed if contactType is ‘People’. |\n| telephone | String | No | Only allowed if contactType is ‘People’/'Company'.|\n| mobile | String | No | Only allowed if contactType is ‘People’. |\n| smsfAuditorNumber | String | No | Only allowed if contactType is ‘People’ |\n| professionalBody | String | No | Only allowed if contactType is ‘People’ |\n| professionalBodyNumber | String | No | Only allowed if contactType is ‘People’ |\n| usi | String | No | Only allowed if the contactType is ‘Other Entity’|\n| memberAccountNumber | String | No | Only allowed if the contactType is ‘Other Entity’. Used for RBS forms when transfeering from SMSF to another fund. |\n| spin | String | No | Only allowed if the contactType is ‘Other Entity’ |\n| establishmentDate | Date | No | must be format yyyy/MM/dd. Only allowed if the contactType is ‘Trust’ |\n| address | Object | No | (see Address Object below) |\n\n\n**Address Object**\n\n| Key | Type | Mandatory | Constraints/Comments |\n| -------- | -------- | -------- | -------- |\n| streetLine1 | String | No | \t |\n| streetLine2 | String | No | \t |\n| city | String | No | \t |\n| state | String | No | Must be one of (ACT’/‘NSW’/‘VIC’/‘QLD’/‘SA’/‘WA’/‘TAS’/‘NT)\t |\n| postCode | String | No | \t |\n| country | String | No | Must be a country code as defined in https://en.wikipedia.org/wiki/ISO_3166-1_alpha-2\t |"},"response":[{"id":"c1dee248-f531-4121-9ea9-7e34f447d3b6","name":"Status 200","originalRequest":{"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","name":"Content-Type","value":"application/json","type":"text"}],"body":{"mode":"raw","raw":"{\n \"firstName\": \"John\",\n \"lastName\": \"Doe\",\n \"address\": {\n \"streetLine1\": \"78 Test Road\",\n \"suburb\": \"MELBOURNE\",\n \"state\": \"VIC\",\n \"postCode\": \"3000\",\n \"country\": \"AU\"\n },\n \"title\": \"Mr\",\n \"sex\": \"MALE\",\n \"email\": \"johndoe@mail.com\",\n \"mobile\": \"61417000999\",\n \"phone\": \"98581111\",\n \"birthday\": \"1977-12-25\",\n \"birthPlace\": \"Macdeon\",\n \"birthState\": \"VIC\",\n \"birthCountry\": \"AU\"\n}","options":{"raw":{"language":"json"}}},"url":"{{baseUrl}}/sf/funds/contacts"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"abn\": \"99159300464\",\n \"accountId\": null,\n \"acn\": null,\n \"address\": {\n \"addressId\": 2261598,\n \"city\": null,\n \"country\": \"AU\",\n \"postCode\": \"3000\",\n \"state\": \"VIC\",\n \"streetLine1\": \"78 Test Road\",\n \"streetLine2\": null\n },\n \"birthCountry\": \"AU\",\n \"birthPlace\": \"Macdeon\",\n \"birthState\": \"VIC\",\n \"birthday\": \"1977-12-25\",\n \"booleanForSolePurposeSMSFCorpTrustee\": null,\n \"contactId\": \"8ad08a8b74fb078a0174fb0bf5e30000\",\n \"contactType\": \"People\",\n \"dateOfDeath\": null,\n \"email\": \"johndoe@mail.com\",\n \"entityRelationships\": null,\n \"establishmentDate\": null,\n \"firstName\": \"John\",\n \"lastName\": \"Doe\",\n \"memberAccountNumber\": null,\n \"mobile\": \"61417000999\",\n \"name\": null,\n \"otherName\": \"TT\",\n \"phone\": \"98581111\",\n \"preferredName\": null,\n \"professionalBody\": null,\n \"professionalBodyNumber\": null,\n \"representativeIds\": [],\n \"sex\": \"MALE\",\n \"smsfAuditorNumber\": null,\n \"solePurposeSMSFCorpTrustee\": null,\n \"spin\": null,\n \"telephone\": \"98581111\",\n \"tfn\": \"Provided\",\n \"title\": \"Mr\",\n \"usi\": null\n}"}],"_postman_id":"ea40ab7a-f5c8-40ae-b025-deb09ec31613"},{"name":"List of Entity Relationships","id":"6b8c59b4-7e04-426c-8adc-a82275261905","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Authorization","type":"text","value":"bearer {{token}}"}],"url":"{{baseUrl}}/sf/contacts/{{contactId}}/entityRelationships","description":"Returns a list of Entity Relationships for a contact. \n\n### API Scopes\n\nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n\n- smsf_partner\n\n\n\n### Response Body\n\n| Key | Datatype | Comments/Constraints |\n|--|--|--|\n| entityRelationshipId |string |ID of EntityRelationship |\n|entityContactParentId| string |ID of ContactParent. This is contactId where entityToType=”PersonProxy” or “OtherEntity” or “Company” or “Trust”. This is entityId where entityToType=”SMSF” or “BillableTrust” or “BillableCompany”.|\n|entityContactParentType| string |From List [Trust, SMSF, PersonProxy, OtherEntity, Company, BillableTrust, BillableCompany]|\n|entityContactPosition| string |Position ContactChild has with ContactParent|\n|entityContactChildId| string |ID* of ContactChild. This is contactId where entityToType=”PersonProxy” or “OtherEntity” or “Company” or “Trust”. This is entityId where entityToType=”SMSF” or “BillableTrust” or “BillableCompany”.|\n|entityContactChildType| string |From List [Trust, SMSF, PersonProxy, OtherEntity, Company, BillableTrust, BillableCompany]|\n\n## entityContactPosition List\n\n| Key | Description |\n|-----------------------------------------------|--------------------------------|\n| AccountManager | Account Manager |\n| Appointer_Trustee | Appointer |\n| Bare_Trust | Bare Trust |\n| Beneficiary | Beneficiary |\n| Director | Director |\n| EX_ComOther | Other |\n| EX_ComOther_Agent | Agent |\n| EX_ComOther\\_Agents\\_Representative | Agent's Representative |\n| EX\\_ComOther\\_Alternate | Alternate |\n| EX\\_ComOther\\_Foreign\\_Agent | Foreign Agent |\n| EX\\_ComOther\\_Foreign\\_Agents\\_Representative | Foreign Agent’s Representative |\n| EX\\_ComOther\\_Liquidator | Liquidator |\n| EX\\_ComOther\\_Members\\_Representative | Member' Representative |\n| EX\\_ComOther\\_Natural\\_Person | Natural Person |\n| EX\\_ComOther\\_Persons\\_Representative | Person's Representative |\n| EX\\_ComOther\\_Public\\_Officer | Public Officer |\n| EX\\_ComOther\\_Unitholders\\_Representative | Unitholder's Representative |\n| EX\\_SMSF\\_Accountant | Accountant |\n| EX\\_SMSF\\_Actuary | Actuary |\n| EX\\_SMSF\\_Administrator | Administrator |\n| EX\\_SMSF\\_Advisor | Adviser |\n| EX\\_SMSF\\_Auditor | Auditor |\n| EX\\_SMSF\\_Authorised\\_Representative | Authorised Representative |\n| EX\\_SMSF\\_Bookkeeper | Bookkeeper |\n| EX\\_SMSF\\_Custodian | Custodian |\n| EX\\_SMSF\\_Employer\\_Sponsor | Employer Sponsor |\n| EX\\_SMSF\\_Expert | SMSF Expert |\n| EX\\_SMSF\\_External\\_Administrator | External Administrator |\n| EX\\_SMSF\\_Firm\\_Contact | Firm Contact |\n| EX\\_SMSF\\_Firm\\_Manager | Firm Manager |\n| EX\\_SMSF\\_Fund\\_Contact | Fund Contact |\n| EX\\_SMSF\\_Investment\\_Advisor | Investment Advisor |\n| EX\\_SMSF\\_Lawyer | Lawyer |\n| EX\\_SMSF\\_Personal\\_Representative | Personal Representative |\n| EX\\_SMSF\\_Representative | Representative |\n| EX\\_SMSF\\_Tax\\_Agent | Tax Agent |\n| Former Member | if all of the person's member accounts for the fund have an end date and all the end dates before the fund’s current financial year start date |\n| Financial\\_Planner | Financial Planner |\n| Officer | Officer |\n| Partner | Partner |\n| Secretary | Secretary |\n| Settlor | Settlor |\n| Shareholder | Shareholder |\n| Trustee | Trustee |\n| Trustee | Trustee |\n| UnitHolder | Unit Holder |"},"response":[{"id":"b354af1f-4839-40f9-a021-577b69c3b034","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","type":"text","value":"bearer {{token}}"}],"url":"{{baseUrl}}/sf/contacts/8ad08a2c74e222f30174e26862330023/entityRelationships"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":null,"cookie":[],"responseTime":null,"body":"{\n \"contactId\": \"8ad08a2c74e222f30174e26862330023\",\n \"entityRelationships\": [\n {\n \"entityContactChildId\": \"2c91808661d09ca00161e4dcf9d90008\",\n \"entityContactChildType\": \"People\",\n \"entityContactParentId\": \"8ad08a2c74e222f30174e26862330023\",\n \"entityContactParentType\": \"Trust\",\n \"entityContactPosition\": \"Trustee\",\n \"entityRelationshipId\": 260436\n },\n {\n \"entityContactChildId\": \"8ad08a8b74fb078a0174fb0bf5e30000\",\n \"entityContactChildType\": \"People\",\n \"entityContactParentId\": \"8ad08a2c74e222f30174e26862330023\",\n \"entityContactParentType\": \"Trust\",\n \"entityContactPosition\": \"Beneficiary\",\n \"entityRelationshipId\": 277447\n }\n ]\n}"}],"_postman_id":"6b8c59b4-7e04-426c-8adc-a82275261905"},{"name":"Create Entity Relationships","id":"aa94013c-6839-4086-a0b8-b15c0afab93b","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[{"key":"Authorization","type":"text","value":"bearer {{token}}"}],"url":"{{baseUrl}}/sf/contacts/entityRelationships","description":"Create an Entity Relationships for a contact. \n\n### API Scopes\n\nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n\n- smsf_partner\n\n\n\n### Request Body\n\n| Key | Datatype | Mandatory | Comments/Constraints |\n|--|--|--|-- |\n|entityContactParentId| string |Yes | ID of ContactParent. This is contactId where entityToType=”PersonProxy” or “OtherEntity” or “Company” or “Trust”. This is entityId where entityToType=”SMSF” or “BillableTrust” or “BillableCompany”.|\n|entityContactParentType| string |Yes | From List [Trust, SMSF, PersonProxy, OtherEntity, Company, BillableTrust, BillableCompany]|\n|entityContactPosition| string |Yes | Position ContactChild has with ContactParent|\n|entityContactChildId| string |Yes | ID* of ContactChild. This is contactId where entityToType=”PersonProxy” or “OtherEntity” or “Company” or “Trust”. This is entityId where entityToType=”SMSF” or “BillableTrust” or “BillableCompany”.|\n|entityContactChildType| string |Yes | From List [Trust, SMSF, PersonProxy, OtherEntity, Company, BillableTrust, BillableCompany]|\n\n# entityContactPosition List\n\n| entityContactPosition | Description | Child \\- Contact Type Supported | Child \\- Entity Type Supported | Parent \\- Contact Type Supported | Parent \\- Entity Type Supported |\n|-----------------------------------------------|--------------------------------|-------------------------------------|----------------------------------------------------------|----------------------------------|----------------------------------------------------------|\n| AccountManager | Account Manager | People, Company, Trust, OtherEntity | | | SMSF, BillableIndividual, BillableCompany, BillableTrust |\n| Appointer\\_Trustee | Appointer | People, Company, Trust, OtherEntity | | Trust | BillableTrust |\n| Bare\\_Trust | Bare Trust | People, Company, Trust, OtherEntity | | | SMSF, BillableTrust, BillableCompany |\n| Beneficiary | Beneficiary | People, Company, Trust, OtherEntity | SMSF, BillableIndividual, BillableCompany, BillableTrust | Trust | BillableTrust |\n| Director | Director | People, Company, Trust, OtherEntity | | Company, OtherEntity | SMSF, BillableCompany |\n| EX\\_ComOther | Other | People, Company, Trust, OtherEntity | | Company, Trust, OtherEntity | SMSF, BillableIndividual, BillableCompany, BillableTrust |\n| EX\\_ComOther\\_Agent | Agent | People, Company, Trust, OtherEntity | | Company | BillableCompany |\n| EX\\_ComOther\\_Agents\\_Representative | Agent's Representative | People, Company, Trust, OtherEntity | | Company | BillableCompany |\n| EX\\_ComOther\\_Alternate | Alternate | People, Company, Trust, OtherEntity | | Company | BillableCompany |\n| EX\\_ComOther\\_Foreign\\_Agent | Foreign Agent | People, Company, Trust, OtherEntity | | Company | BillableCompany |\n| EX\\_ComOther\\_Foreign\\_Agents\\_Representative | Foreign Agent’s Representative | People, Company, Trust, OtherEntity | | Company | BillableCompany |\n| EX\\_ComOther\\_Liquidator | Liquidator | People, Company, Trust, OtherEntity | | Company | BillableCompany |\n| EX\\_ComOther\\_Members\\_Representative | Member' Representative | People, Company, Trust, OtherEntity | | Company | BillableCompany |\n| EX\\_ComOther\\_Natural\\_Person | Natural Person | People, Company, Trust, OtherEntity | | Company | BillableCompany |\n| EX\\_ComOther\\_Persons\\_Representative | Person's Representative | People, Company, Trust, OtherEntity | | Company | BillableCompany |\n| EX\\_ComOther\\_Public\\_Officer | Public Officer | People, Company, Trust, OtherEntity | | Company | BillableCompany |\n| EX\\_ComOther\\_Unitholders\\_Representative | Unitholder's Representative | People, Company, Trust, OtherEntity | | Company | BillableCompany |\n| EX\\_SMSF\\_Accountant | Accountant | People, Company, Trust, OtherEntity | | Company, Trust, OtherEntity | SMSF, BillableIndividual, BillableCompany, BillableTrust |\n| EX\\_SMSF\\_Actuary | Actuary | People, Company, Trust, OtherEntity | | OtherEntity | SMSF |\n| EX\\_SMSF\\_Administrator | Administrator | People, Company, Trust, OtherEntity | | Company, Trust, OtherEntity | SMSF, BillableIndividual, BillableCompany, BillableTrust |\n| EX\\_SMSF\\_Advisor | Adviser | People, Company, Trust, OtherEntity | | Company, Trust, OtherEntity | SMSF, BillableIndividual, BillableCompany, BillableTrust |\n| EX\\_SMSF\\_Auditor | Auditor | People, Company, Trust, OtherEntity | | Company, Trust, OtherEntity | SMSF, BillableIndividual, BillableCompany, BillableTrust |\n| EX\\_SMSF\\_Authorised\\_Representative | Authorised Representative | People, Company, Trust, OtherEntity | | Company, Trust, OtherEntity | SMSF, BillableIndividual, BillableCompany, BillableTrust |\n| EX\\_SMSF\\_Bookkeeper | Bookkeeper | People, Company, Trust, OtherEntity | | Company, Trust, OtherEntity | SMSF, BillableIndividual, BillableCompany, BillableTrust |\n| EX\\_SMSF\\_Custodian | Custodian | People, Company, Trust, OtherEntity | | Company, Trust, OtherEntity | SMSF, BillableIndividual, BillableCompany, BillableTrust |\n| EX\\_SMSF\\_Employer\\_Sponsor | Employer Sponsor | People, Company, Trust, OtherEntity | | Company, Trust, OtherEntity | SMSF, BillableIndividual, BillableCompany, BillableTrust |\n| EX\\_SMSF\\_Expert | SMSF Expert | People, Company, Trust, OtherEntity | | OtherEntity | SMSF |\n| EX\\_SMSF\\_External\\_Administrator | External Administrator | People, Company, Trust, OtherEntity | | Company, Trust, OtherEntity | SMSF, BillableIndividual, BillableCompany, BillableTrust |\n| EX\\_SMSF\\_Firm\\_Contact | Firm Contact | People, Company, Trust, OtherEntity | | Company, Trust, OtherEntity | SMSF, BillableCompany, BillableTrust |\n| EX\\_SMSF\\_Firm\\_Manager | Firm Manager | People, Company, Trust, OtherEntity | | Company, Trust, OtherEntity | SMSF, BillableCompany, BillableTrust |\n| EX\\_SMSF\\_Fund\\_Contact | Fund Contact | People, Company, Trust, OtherEntity | | Company, Trust, OtherEntity | SMSF, BillableIndividual, BillableCompany, BillableTrust |\n| EX\\_SMSF\\_Investment\\_Advisor | Investment Advisor | People, Company, Trust, OtherEntity | | Company, Trust, OtherEntity | SMSF, BillableIndividual, BillableCompany, BillableTrust |\n| EX\\_SMSF\\_Lawyer | Lawyer | People, Company, Trust, OtherEntity | | Company, Trust, OtherEntity | SMSF, BillableIndividual, BillableCompany, BillableTrust |\n| EX\\_SMSF\\_Personal\\_Representative | Personal Representative | People, Company, Trust, OtherEntity | | Company, Trust, OtherEntity | SMSF, BillableIndividual, BillableCompany, BillableTrust |\n| EX\\_SMSF\\_Representative | Representative | People, Company, Trust, OtherEntity | | Company, Trust, OtherEntity | SMSF, BillableIndividual, BillableCompany, BillableTrust |\n| EX\\_SMSF\\_Tax\\_Agent | Tax Agent | People, Company, Trust, OtherEntity | | Company, Trust, OtherEntity | SMSF, BillableIndividual, BillableCompany, BillableTrust |\n| Financial\\_Planner | Financial Planner | People, Company, Trust, OtherEntity | | Company, Trust, OtherEntity | SMSF, BillableIndividual, BillableCompany, BillableTrust |\n| Officer | Officer | People, Company, Trust, OtherEntity | | Company | BillableCompany |\n| Partner | Partner | People, Company, Trust, OtherEntity | | Company, Trust, OtherEntity | SMSF, BillableIndividual, BillableCompany, BillableTrust |\n| Secretary | Secretary | People, Company, Trust, OtherEntity | | Company, OtherEntity | SMSF, BillableCompany |\n| Settlor | Settlor | People, Company, Trust, OtherEntity | | Trust | BillableTrust |\n| Shareholder | Shareholder | People, Company, Trust, OtherEntity | | Company | BillableCompany |\n| Trustee | Trustee | People, Company | BillableCompany | Trust | BillableTrust |\n| Trustee | Trustee | People, Company, Trust, OtherEntity | | Company, OtherEntity | SMSF, BillableCompany |\n| UnitHolder | Unit Holder | People, Company, Trust, OtherEntity | | Trust | BillableTrust |"},"response":[{"id":"5963b466-047a-4e34-ab39-14718b2f06e9","name":"Status 200","originalRequest":{"method":"POST","header":[{"key":"Authorization","type":"text","value":"bearer {{token}}"},{"key":"Content-Type","name":"Content-Type","value":"application/json","type":"text"}],"body":{"mode":"raw","raw":"{\n \"entityContactChildId\": \"8ad08a8b74fb078a0174fb0bf5e30000\",\n \"entityContactChildType\": \"People\",\n \"entityContactParentId\": \"8ad08a2c74e222f30174e26862330023\",\n \"entityContactParentType\": \"Trust\",\n \"entityContactPosition\": \"Beneficiary\"\n}","options":{"raw":{"language":"json"}}},"url":"{{baseUrl}}/sf/contacts/entityRelationships"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":null,"cookie":[],"responseTime":null,"body":"{\n \"entityRelationshipId\": 277447\n}"}],"_postman_id":"aa94013c-6839-4086-a0b8-b15c0afab93b"},{"name":"Delete Entity Relationship","id":"5546b2cc-90e4-4a52-b70e-652270c76148","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"DELETE","header":[{"key":"Authorization","value":"bearer {{token}}","type":"text"}],"url":"{{baseUrl}}/sf/contacts/entityRelationship/{{entityRelationshipId}}","description":"Delete a single Entity Relationship for a contact. \n\n### API Scopes\n\nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n\n- smsf_partner"},"response":[{"id":"7b1a2764-1dc6-4819-8182-1b58870812dd","name":"Status 200","originalRequest":{"method":"DELETE","header":[{"key":"Authorization","value":"bearer {{token}}","type":"text"}],"url":"{{baseUrl}}/sf/contacts/entityRelationship/277447"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":null,"cookie":[],"responseTime":null,"body":"{\n \"success\": 1\n}"}],"_postman_id":"5546b2cc-90e4-4a52-b70e-652270c76148"}],"id":"70d0d580-5502-409c-8e50-d4feadc0a195","_postman_id":"70d0d580-5502-409c-8e50-d4feadc0a195"},{"name":"Workpapers & Audit","item":[{"name":"Workpapers","id":"4601a12f-919e-466c-905c-d2c36b335662","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."}],"url":{"raw":"{{baseUrl}}/sf/funds/:fundId/workpapers/?financialYear={{financialYear}}","host":["{{baseUrl}}"],"path":["sf","funds",":fundId","workpapers",""],"query":[{"key":"financialYear","value":"{{financialYear}}","description":"[REQUIRED] - Financial year of the Workpapers you are requesting. format = yyyy "}],"variable":[{"key":"fundId","value":"{{fundId}}","description":"[REQUIRED] Unique ID for the fund. "}]},"description":"Allows you to retrieve the Workpapers for a specific fund.\n\n### API Scopes\n\nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n\n- audit\n- smsf_partner\n \n\n## Entities Supported\n\nThe following entityTypes are supported\n\n- SMSF\n- BillableTrust\n- BillableCompany\n- BillableIndividual\n \n\nThe Workpapers screen in Simple Fund 360 allows a user to store documents and record all evidence obtained during the preparation of the financial statements whilst ensuring the SMSF complies with all relevant laws during the Financial Year.\n\nFor full details on what users can do on this screen in Simple Fund 360 please consult our [Help Guide](https://sf360.zendesk.com/hc/en-au/articles/360033852392-Workpapers)\n\n### Response Body\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| code | Date | Code of Workpaper. This will usually be the Control Account from the Chart of Accounts |\n| description | String | Name of the account from the Chart of Accounts |\n| amount | Number | Balance of the account as at the end of the Financial Year |\n| amountPrev | Number | Balance of the account as at the end of the Previous Financial Year |\n| units | Number | Balance of the number of units for the account as at the end of the Financial Year |\n| unitsPrev | Number | Balance of the number of units for the account as at the end of the Previous Financial Year |\n| change | Number | Difference between amount and amountPrev as a percentage |\n| status | String | Status of the Workpapers |\n| preparer | String | Name of person who prepared Workpaper |\n| reviewer | String | Name of person who prepared Workpaper |\n| documents | Array | Documents assigned to Workpapers. Documents which have been assigned to a Sub-Account will be listed under the subEntries or memberSubEntries Array |\n| subEntries | Array | Details for Sub-Accounts where they exist |\n| memberSubEntries | Array | For member accounts (Chart Codes 50000 - 58000) |\n| notes | Array | Notes for auditor |\n\n**documents array**\n\n| Field | Data Type | Comments |\n| --- | --- | --- |\n| name | string | name of the file/document from Simple Fund 360 |\n| key | string | Unique Identifier of the document. Documents can be downloaded using the [Download Documents Endpoint](https://docs.api.bgl360.com.au/?version=latest#cf51ff1e-8b5d-48cc-be66-cbf275996e1f) |\n| order | string | The order that the BGL user has set the documents. |\n| lastModifiedDate | Date | Date and Time date the file was last modified - \"yyyy-mm-dd\" |\n| systemGeneratedReport | | true = BGL generated report.
false = user-uploaded document. |\n\n**subEntries array**\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| code | Date | Code of Workpaper. This will usually be the sub-account from the Chart of Accounts |\n| description | String | Name of the sub-account from the Chart of Accounts |\n| amount | Number | Balance of the sub-account as at the end of the Financial Year |\n| amountPrev | Number | Balance of the sub-account as at the end of the Previous Financial Year |\n| units | Number | Balance of the number of units for the sub-account as at the end of the Financial Year |\n| unitsPrev | Number | Balance of the number of units for the sub-account as at the end of the Previous Financial Year |\n| change | Number | Difference between amount and amountPrev as a percentage |\n| documents | Array | Documents which have been assigned to a Sub-Account |\n\n**memberSubEntries array**\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| code | Date | Code of Workpaper. This will be the member code |\n| description | String | Name of the Member Account, Member Mode and Description from the Chart of Accounts |\n| amountOpeningBalance | Number | Balance of account 50010 for the Financial Year |\n| amountContributionIncome | Number | Balance of accounts 52420,52850,53900 & 56100 for the Financial Year |\n| amountEarnings | Number | Balance of account 53100 for the Financial Year |\n| amountMemberPayments | Number | Balance accounts 53920, 53940, 53960, 53980, 54050, 54160, 54500, 57100 & 58000 for the Financial Year |\n| amountTaxFees | Number | Balance of accounts 51900, 53330, 53500, 53800, 54000, 55100 & 55700 for the Financial Year |\n| amountClosingBalance | Number | Sum of all accounts for the Financial Year |\n| change | Number | Difference between Opening Balance and Closing Balance as a percentage |\n| documents | Array | Documents which have been assigned to a Member Sub-Account |\n\n**notes array**\n\n| Field | Data Type | Comments |\n| --- | --- | --- |\n| accountCode | string | Code of Workpaper. This will usually be the sub-account from the Chart of Accounts |\n| createdBy | string | User that created the note |\n| createdDate | Date | Date and Time date the note was created |\n| id | String | |\n| note | String | The note entered by the user |\n| parentNoteId | String | |\n| type | String | Value = MATTER_OF_ATTN_AUDITOR |"},"response":[{"id":"466c7072-21c2-47ac-a286-481d0d4de303","name":"200 - Workpapers","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."}],"url":{"raw":"{{baseUrl}}/sf/funds/:fundId/workpapers/?financialYear={{financialYear}}","host":["{{baseUrl}}"],"path":["sf","funds",":fundId","workpapers",""],"query":[{"key":"financialYear","value":"{{financialYear}}","description":"[REQUIRED] - Financial year of the Workpapers you are requesting. format = yyyy "}],"variable":[{"key":"fundId","value":"{{fundId}}","description":"[REQUIRED] Unique ID for the fund. "}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Tue, 07 Jul 2020 01:18:31 GMT"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Transfer-Encoding","value":"chunked"},{"key":"Connection","value":"keep-alive"},{"key":"Server","value":"nginx"},{"key":"X-Rate-Daily-Limit-Remaining","value":"-1"},{"key":"vary","value":"accept-encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"X-Content-Type-Options","value":"nosniff"},{"key":"Content-Security-Policy","value":"frame-ancestors 'self' uat.sf360.com.au"},{"key":"X-Frame-Options","value":"ALLOW-FROM https://uat.sf360.com.au"}],"cookie":[],"responseTime":null,"body":"[\n {\n \"amount\": -65193.88,\n \"amountPrev\": -25381.75,\n \"code\": \"23900\",\n \"description\": \"Dividends Received\",\n \"documents\": [\n {\n \"id\": 3657,\n \"key\": \"4331$8ad08a046ab82c45016ab90821b2000b$4bd22630e49403b34dd0318c9a34c48a\",\n \"lastModifiedDate\": \"2019-11-26\",\n \"name\": \"dividend_reconciliation_report-wp-2019.pdf\"\n },\n {\n \"id\": 29493,\n \"key\": \"4331$8ad08a046ab82c45016ab90821b2000b$DCFB7044-E3EB-4B01-8870-047B2486F124\",\n \"lastModifiedDate\": \"2020-01-20\",\n \"name\": \"dummy.pdf\"\n },\n {\n \"id\": 3656,\n \"key\": \"4331$8ad08a046ab82c45016ab90821b2000b$ef542a46c45c3e4db4a0dc95a77cffe9\",\n \"lastModifiedDate\": \"2019-11-26\",\n \"name\": \"investment_income_comparison_report-wp-2019.pdf\"\n }\n ],\n \"id\": 6193,\n \"isInvestment\": false,\n \"isMember\": false,\n \"memberSubEntries\": [],\n \"notes\": [\n {\n \"accountCode\": \"CBA.AX\",\n \"createdBy\": \"bwilkinson@bglcorp.com.au\",\n \"createdDate\": \"2023-07-06 23:36\",\n \"id\": 5243409,\n \"note\": \"Please take note of the late dividend due to cheque payment\",\n \"parentNoteId\": null,\n \"type\": \"MATTER_OF_ATTN_AUDITOR\"\n },\n {\n \"accountCode\": \"CBA.AX\",\n \"createdBy\": \"bwilkinson@bglcorp.com.au\",\n \"createdDate\": \"2023-07-07 00:58\",\n \"id\": 5243411,\n \"note\": \"I have added the PDF for the CBA div\",\n \"parentNoteId\": null,\n \"type\": \"MATTER_OF_ATTN_AUDITOR\"\n }\n ],\n \"preparer\": \"Sandapa Handakumbura\",\n \"reviewer\": \"Jeevan Tokhi\",\n \"status\": \"REWORK_REQUIRED\",\n \"subEntries\": [\n {\n \"amount\": -6000,\n \"amountPrev\": -2600,\n \"code\": \"ALU.AX\",\n \"description\": \"Altium Limited\",\n \"documents\": [\n {\n \"id\": 29970,\n \"key\": \"4331$8ad08a046ab82c45016ab90821b2000b$64F28CA9-00E6-415A-ADBC-5F88674A1077\",\n \"lastModifiedDate\": \"2020-02-19\",\n \"name\": \"alu.pdf\"\n }\n ],\n \"id\": 8521,\n \"units\": null,\n \"unitsPrev\": null\n },\n {\n \"amount\": -1614.88,\n \"amountPrev\": -505.9,\n \"code\": \"WPL.AX\",\n \"description\": \"Woodside Petroleum Ltd\",\n \"documents\": [\n {\n \"id\": 29971,\n \"key\": \"4331$8ad08a046ab82c45016ab90821b2000b$E5F0EFF9-1D60-4897-BEC2-3127BE87678B\",\n \"lastModifiedDate\": \"2020-02-19\",\n \"name\": \"wpl.pdf\"\n }\n ],\n \"id\": 8522,\n 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\"unitsPrev\": null\n },\n {\n \"amount\": 2100,\n \"amountPrev\": null,\n \"code\": \"30100\",\n \"description\": \"Accountancy Fees\",\n \"documents\": [\n {\n \"id\": 36020,\n \"key\": \"4331$8ad08a046ab82c45016ab90821b2000b$aa265ec8eb85cafb2b128880a97d217a\",\n \"lastModifiedDate\": \"2020-06-17\",\n \"name\": \"general_ledger-30100-wp-2019.pdf\"\n }\n ],\n \"id\": 6192,\n \"isInvestment\": false,\n \"isMember\": false,\n \"memberSubEntries\": [],\n \"preparer\": \"Sandapa Handakumbura\",\n \"reviewer\": \"Jeevan Tokhi\",\n \"status\": \"REWORK_REQUIRED\",\n \"subEntries\": [\n {\n \"amount\": 2100,\n \"amountPrev\": null,\n \"code\": \"30100\",\n \"description\": \"Accountancy Fees\",\n \"documents\": [\n {\n \"id\": 29978,\n \"key\": \"4331$8ad08a046ab82c45016ab90821b2000b$97753441-6F11-4EE8-BD9B-508505B4E800\",\n \"lastModifiedDate\": \"2020-02-19\",\n \"name\": \"301invoice.pdf\"\n }\n ],\n \"id\": 8520,\n \"units\": null,\n \"unitsPrev\": null\n }\n ],\n \"units\": null,\n 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\"2020-02-19\",\n \"name\": \"asicDocuments.pdf\"\n },\n {\n \"id\": 29995,\n \"key\": \"4331$8ad08a046ab82c45016ab90821b2000b$e9ed030e5b8dc38041e99e5ea62be950\",\n \"lastModifiedDate\": \"2020-02-19\",\n \"name\": \"fund_summary_report-wp-2019.pdf\"\n },\n {\n \"id\": 29997,\n \"key\": \"4331$8ad08a046ab82c45016ab90821b2000b$9EB75ADF-804C-489B-89B5-8B1E140860B9\",\n \"lastModifiedDate\": \"2020-02-19\",\n \"name\": \"signeddeclarations.pdf\"\n },\n {\n \"id\": 29998,\n \"key\": \"4331$8ad08a046ab82c45016ab90821b2000b$57D1E48A-D688-4D8C-9F44-6EE0B5D721DF\",\n \"lastModifiedDate\": \"2020-02-19\",\n \"name\": \"trustdeed.pdf\"\n }\n ],\n \"id\": 6202,\n \"isInvestment\": false,\n \"isMember\": false,\n \"memberSubEntries\": [],\n \"preparer\": \"Sandapa Handakumbura\",\n \"reviewer\": \"Jeevan Tokhi\",\n \"status\": \"COMPLETED\",\n \"subEntries\": [],\n \"units\": null,\n \"unitsPrev\": null\n },\n {\n \"amount\": null,\n \"amountPrev\": null,\n \"code\": \"C\",\n \"description\": \"Other Documents\",\n \"documents\": [\n {\n \"id\": 30001,\n \"key\": \"4331$8ad08a046ab82c45016ab90821b2000b$1C328FDB-10BA-4C6F-BAB1-14E5E7E4F537\",\n \"lastModifiedDate\": \"2020-02-19\",\n \"name\": \"investmentStragey.pdf\"\n },\n {\n \"id\": 30000,\n \"key\": \"4331$8ad08a046ab82c45016ab90821b2000b$38536657-3CA6-49F5-A007-88D557C7BBD3\",\n \"lastModifiedDate\": \"2020-02-19\",\n \"name\": \"minuted.pdf\"\n },\n {\n \"id\": 29999,\n \"key\": \"4331$8ad08a046ab82c45016ab90821b2000b$04DE8BA1-DA6F-49BB-81BC-D12B20E7132D\",\n \"lastModifiedDate\": \"2020-02-19\",\n \"name\": \"soa.pdf\"\n }\n ],\n \"id\": 6203,\n \"isInvestment\": false,\n \"isMember\": false,\n \"memberSubEntries\": [],\n \"preparer\": \"Sandapa Handakumbura\",\n \"reviewer\": \"Jeevan Tokhi\",\n \"status\": \"COMPLETED\",\n \"subEntries\": [],\n \"units\": null,\n \"unitsPrev\": null\n },\n {\n \"amount\": null,\n \"amountPrev\": null,\n \"code\": \"D\",\n \"description\": \"Pension Documentation\",\n \"documents\": [\n {\n \"id\": 30003,\n \"key\": \"4331$8ad08a046ab82c45016ab90821b2000b$38536657-3CA6-49F5-A007-88D557C7BBD3\",\n \"lastModifiedDate\": \"2020-02-19\",\n \"name\": \"minuted.pdf\"\n },\n {\n \"id\": 36030,\n \"key\": \"4331$8ad08a046ab82c45016ab90821b2000b$898aabb25e29d2ea329a77b870c0a142\",\n \"lastModifiedDate\": \"2020-06-17\",\n \"name\": \"pension_summary_report-wp-2019.pdf\"\n },\n {\n \"id\": 30002,\n \"key\": \"4331$8ad08a046ab82c45016ab90821b2000b$f04dbcf2760e9f316a2fa6940f563387\",\n \"lastModifiedDate\": \"2020-02-19\",\n \"name\": \"transfer_balance_account_summary-wp-2019.pdf\"\n },\n {\n \"id\": 30004,\n \"key\": \"4331$8ad08a046ab82c45016ab90821b2000b$57D1E48A-D688-4D8C-9F44-6EE0B5D721DF\",\n \"lastModifiedDate\": \"2020-02-19\",\n \"name\": \"trustdeed.pdf\"\n }\n ],\n \"id\": 6204,\n \"isInvestment\": false,\n \"isMember\": false,\n \"memberSubEntries\": [],\n \"preparer\": \"Sandapa Handakumbura\",\n \"reviewer\": \"Jeevan Tokhi\",\n \"status\": \"COMPLETED\",\n \"subEntries\": [],\n \"units\": null,\n \"unitsPrev\": null\n },\n {\n \"amount\": null,\n \"amountPrev\": null,\n \"code\": \"E\",\n \"description\": \"Estate Planning\",\n \"documents\": [\n {\n \"id\": 30005,\n \"key\": \"4331$8ad08a046ab82c45016ab90821b2000b$A7BACD6B-1D9C-4814-A8F6-4A16C34FF149\",\n \"lastModifiedDate\": \"2020-02-19\",\n \"name\": \"BDN.pdf\"\n }\n ],\n \"id\": 6205,\n \"isInvestment\": false,\n \"isMember\": false,\n \"memberSubEntries\": [],\n \"preparer\": \"Sandapa Handakumbura\",\n \"reviewer\": \"Jeevan Tokhi\",\n \"status\": \"COMPLETED\",\n \"subEntries\": [],\n \"units\": null,\n \"unitsPrev\": null\n }\n]"}],"_postman_id":"4601a12f-919e-466c-905c-d2c36b335662"},{"name":"Update Audit Status","id":"4de4e132-b80f-434f-9959-14b7ac5c5e09","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"noauth"},"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."},{"key":"Content-Type","name":"Content-Type","type":"text","value":"application/json"}],"body":{"mode":"raw","raw":"{\r\n \"financialYear\":{{financialYear}},\r\n \"auditStatus\": \"{{auditStatus}}\",\r\n \"completionDate\": \"{{completionDate}}\",\r\n \"qualificationB\": \"{{qualificationB}}\", \r\n \"qualificationC\": \"{{qualificationC}}\",\r\n \"qualificationD\": \"{{qualificationD}}\"\r\n}"},"url":{"raw":"{{baseUrl}}/sf/funds/:fundId/audit/changeAuditStatus/","host":["{{baseUrl}}"],"path":["sf","funds",":fundId","audit","changeAuditStatus",""],"variable":[{"key":"fundId","value":"{{fundId}}","description":"Unique ID for the fund"}]},"description":"### API Scopes\n\nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n\n- bgl_partner\n- smsf_partner\n- audit\n \n\n### Request\n\n| **Key** | **Mandatory** | **Datatype** | **Constraints/Comments** |\n| --- | --- | --- | --- |\n| financialYear | Yes | String | Year of Audit Record in the format \"yyyy\". For example, \"2021\" for the 2021 Financial Year |\n| auditStatus | Yes | Number | Current status of the audit.
Valid values are:

3 (this represents \"in progress\")

5 (this represents \"preliminary complete\")

6 (this represents \"completed\") |\n| completionDate | No | Date | The date when the audit was completed, in the format \"yyyy-MM-dd\". |\n| qualificationB | No | String | Accepts \"true\" or \"false\". |\n| qualificationC | No | String | Accepts \"true\" or \"false\".

NOTE - if qualificationC is \"true\", then qualificationD must be included in the request body with true/false |\n| qualificationD | No | String | Accepts \"true\" or \"false\".

NOTE - if qualificationC is \"true\", then qualificationD must be included in the request body with a value (\"true\" or \"false\")

If qualificationC is \"false\" or not provided in the request body, qualificationD must either be null or not included in the request body.
e.g.
\"qualificationC\": \"false\",
\"qualificationD\": null

or simply:
\"qualificationC\": \"false\" |"},"response":[{"id":"d3afcda1-33fd-4c81-b9b4-d153dcb7fd22","name":"Status 200","originalRequest":{"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","name":"Content-Type","value":"application/json","type":"text"}],"body":{"mode":"raw","raw":"{\r\n \"financialYear\":2024,\r\n \"auditStatus\": \"3\",\r\n \"completionDate\": \"2024-01-26\",\r\n \"qualificationB\": \"true\", \r\n \"qualificationC\": \"true\",\r\n \"qualificationD\": \"false\"\r\n}","options":{"raw":{"language":"json"}}},"url":{"raw":"https://api.staging.bgl360.com.au/sf/funds/:fundId/audit/changeAuditStatus/","protocol":"https","host":["api","staging","bgl360","com","au"],"path":["sf","funds",":fundId","audit","changeAuditStatus",""],"variable":[{"key":"fundId","value":"{{fundId}}","description":"Unique ID for the fund"}]}},"status":"Created","code":201,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"error\": [],\n \"message\": \"request accepted.\"\n}"}],"_postman_id":"4de4e132-b80f-434f-9959-14b7ac5c5e09"},{"name":"Upload Audit Document","id":"426f992a-0e38-4a0d-86d1-704f290b3df2","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"noauth"},"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."},{"key":"Content-Type","name":"Content-Type","type":"text","value":"application/json"}],"body":{"mode":"formdata","formdata":[{"key":"attachment","description":"[REQUIRED] - File attached to Upload - pdf, docx, xlsx or txt. File size limit 20MB.","type":"file","fileNotInWorkingDirectoryWarning":"This file isn't in your working directory. Teammates you share this request with won't be able to use this file. To make collaboration easier you can setup your working directory in Settings.","filesNotInWorkingDirectory":["/C:/Users/bwilkinson/Downloads/Engagement Letter.pdf"],"src":"/C:/Users/bwilkinson/Downloads/Engagement Letter.pdf"},{"key":"financialYear","value":"{{financialYear}}","description":"[REQUIRED] - yyyy - e.g. \"2021\" for the 2021 Financial Year","type":"text"}]},"url":{"raw":"{{baseUrl}}/sf/funds/:fundId/audit/uploaddoc/","host":["{{baseUrl}}"],"path":["sf","funds",":fundId","audit","uploaddoc",""],"variable":[{"key":"fundId","value":"{{fundId}}","description":"[REQUIRED] - Unique ID of the Fund/Entity"}]},"description":"### API Scopes\n\nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n\n- bgl_partner\n \n- smsf_partner\n \n- audit"},"response":[{"id":"1404750f-a749-498b-ab61-c769fae6972e","name":"Status 201","originalRequest":{"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"formdata","formdata":[{"key":"attachment","description":"[REQUIRED] - File attached to Upload","type":"file","value":null},{"key":"financialYear","value":"","description":"[REQUIRED] - yyyy - e.g. \"2021\" for the 2021 Financial Year","type":"text"}]},"url":{"raw":"{{baseUrl}}/sf/funds/:fundId/audit/uploaddoc/","host":["{{baseUrl}}"],"path":["sf","funds",":fundId","audit","uploaddoc",""],"variable":[{"key":"fundId","value":""}]}},"status":"Created","code":201,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"message\": \"Document uploaded successfully\"\n}"}],"_postman_id":"426f992a-0e38-4a0d-86d1-704f290b3df2"}],"id":"0d90c34e-8302-4fc9-a556-c67be4469347","event":[{"listen":"prerequest","script":{"id":"f5c4ba04-93f8-4710-80cd-ec755cc8681a","type":"text/javascript","exec":[""]}},{"listen":"test","script":{"id":"c9fded47-6094-4efd-a97a-9271a0c0af59","type":"text/javascript","exec":[""]}}],"_postman_id":"0d90c34e-8302-4fc9-a556-c67be4469347"},{"name":"Workflow Jobs","item":[{"name":"List Jobs","id":"646fc3f0-2cd0-46da-b49f-e569a6a6f894","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","value":"application/json"},{"key":"Cookie","value":"XSRF-TOKEN=d573438f-bd3c-423b-8d6f-80b799a7825e; api_uat_bgl360_session_id=B761D5E0ED7A694C5B17BF3ACE47E46C-n1"}],"url":{"raw":"{{baseUrl}}/sf/workflow/jobs?page={{page}}&size={{size}}","host":["{{baseUrl}}"],"path":["sf","workflow","jobs"],"query":[{"key":"page","value":"{{page}}","description":"Mandatory (e.g. 0)"},{"key":"size","value":"{{size}}","description":"Mandatory (e.g. 100)"}]},"description":"Allows you to retrieve a list of workflow jobs which also returns the jobCode and fundId, which can be used for subsequent API requests.\n\n##### Response Body\n\n| Key | Datatype | Constraints/Notes |\n| --- | --- | --- |\n| content | Object | |\n| assignee | Object | Refer to UserDto |\n| completedDate | String | |\n| createTime | String | Format as 2024-09-03T04:15:38Z |\n| createdBy | String | |\n| description | String | |\n| dueDate | String | String “yyyy-mm-dd” |\n| dueDatePeriod | String | |\n| fundCode | String | |\n| fundId | String | |\n| fundName | String | |\n| jobCode | String | |\n| jobTemplateId | Number | The id of the template that creating this job |\n| labels | String | |\n| mostRecentComment | String | |\n| name | String | |\n| nextRepeatedJobCode | String | |\n| periodStartDate | String | |\n| repeatDate | String | |\n| repeatPeriod | String | |\n| sequentialTasks | Boolean | |\n| stageCategory | String | Defaults: INCOMPLETE
One of:
INCOMPLETE,
IN_PROGRESS,
REVIEWING,
COMPLETE |\n| stageName | String | Custom status name
OR
One of the system status names:
Complete,
Reviewing,
Ready for review,
Audit complete,
In progress,
Waiting on client,
Waiting on auditor,
On hold,
Not started,
Ready to start |\n| startDate | String | String “yyyy-mm-dd” |\n| systemJobName | String | |\n| tasks | Array | Refer to Task Array |\n\n##### Assignee Object\n\n| Key | Datatype | Constraints/Notes |\n| --- | --- | --- |\n| id | Long | |\n| name | String | |\n| username | String | |\n\n##### Tasks Array\n\n| Key | Datatype | Constraints/Notes |\n| --- | --- | --- |\n| assignee | String | |\n| changeJobStageCategoryOnComplete | String | |\n| changeJobStageNameOnComplete | String | |\n| completedDate | String | \"yyyy-mm-ddThh:MM:ss\"
eg. 2023-07-19T12:30:16 |\n| defaultTask | Boolean | |\n| description | String | |\n| dueDate | String | |\n| dueDatePeriod | String | |\n| jobCode | String | |\n| logicalAssignee | Object | refer to UserDto |\n| name | String | |\n| orderNum | Integer | |\n| readyToStart | Boolean | |\n| role | String | |\n| startDate | String | String “yyyy-mm-dd” |\n| status | String | INCOMPLETE, COMPLETE |\n| systemTaskName | String | |\n| taskCode | String | |"},"response":[{"id":"40f41004-3303-4e0a-8150-f633c57b9b1c","name":"List Jobs","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer 0ef2f570-72f0-4ba7-affa-fa5db664a60d"},{"key":"Content-Type","value":"application/json"},{"key":"Cookie","value":"XSRF-TOKEN=d573438f-bd3c-423b-8d6f-80b799a7825e; api_uat_bgl360_session_id=B761D5E0ED7A694C5B17BF3ACE47E46C-n1"}],"url":{"raw":"{{baseUrl}}/sf/workflow/jobs?size=1000&page=0","host":["{{baseUrl}}"],"path":["sf","workflow","jobs"],"query":[{"key":"size","value":"1000"},{"key":"page","value":"0"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Thu, 05 Sep 2024 05:48:31 GMT"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Connection","value":"keep-alive"},{"key":"x-rate-daily-limit-remaining","value":"-1"},{"key":"vary","value":"accept-encoding"},{"key":"content-encoding","value":"gzip"},{"key":"server","value":"BGL"},{"key":"content-security-policy","value":"frame-ancestors 'self' uat.sf360.com.au"},{"key":"strict-transport-security","value":"max-age=31536000; includeSubDomains"},{"key":"x-content-type-options","value":"nosniff"},{"key":"x-frame-options","value":"ALLOW-FROM https://uat.sf360.com.au"},{"key":"Content-Length","value":"592"}],"cookie":[],"responseTime":null,"body":"{\n \"content\": [\n {\n \"assignee\": {\n \"id\": 111,\n \"name\": \"ABC\",\n \"username\": \"abc@bglcorp.com.au\"\n },\n \"completedDate\": null,\n \"createTime\": \"2024-09-03T04:15:38Z\",\n \"createdBy\": null,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"fundCode\": null,\n \"fundId\": null,\n \"fundName\": null,\n \"jobCode\": \"aliciachanguattestfi-6\",\n \"jobDocuments\": [\n {\n \"attachedFileLink\": \"123jnasmaa\",\n \"id\": 456,\n \"taskCode\": null\n }\n ],\n \"jobTemplateId\": null,\n \"labels\": null,\n \"mostRecentComment\": null,\n \"name\": \"Test Global Job\",\n \"nextRepeatedJobCode\": null,\n \"periodStartDate\": null,\n \"repeatDate\": null,\n \"repeatPeriod\": null,\n \"sequentialTasks\": false,\n \"stageCategory\": \"INCOMPLETE\",\n \"stageName\": \"Not started\",\n \"startDate\": null,\n \"systemJobName\": null,\n \"tasks\": [\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"completedDate\": null,\n \"defaultTask\": false,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"jobCode\": \"aliciachanguattestfi-6\",\n \"logicalAssignee\": {\n \"id\": 7723,\n \"name\": \"Alicia Chang\",\n \"username\": \"achang@bglcorp.com.au\"\n },\n \"name\": \"Test task 1\",\n \"orderNum\": 0,\n \"readyToStart\": true,\n \"role\": null,\n \"startDate\": null,\n \"status\": \"INCOMPLETE\",\n \"systemTaskName\": null,\n \"taskCode\": \"aliciachanguattestfi-6-1\"\n }\n ]\n }\n ],\n \"empty\": false,\n \"first\": true,\n \"last\": true,\n \"number\": 0,\n \"numberOfElements\": 1,\n \"pageable\": {\n \"offset\": 0,\n \"pageNumber\": 0,\n \"pageSize\": 1000,\n \"paged\": true,\n \"sort\": {\n \"empty\": false,\n \"sorted\": true,\n \"unsorted\": false\n },\n \"unpaged\": false\n },\n \"size\": 1000,\n \"sort\": {\n \"empty\": false,\n \"sorted\": true,\n \"unsorted\": false\n },\n \"totalElements\": 1,\n \"totalPages\": 1\n}"}],"_postman_id":"646fc3f0-2cd0-46da-b49f-e569a6a6f894"},{"name":"Get Job by jobCode","id":"3462fc88-dc25-4deb-9fb4-b29344c15f63","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/sf/workflow/jobs/:jobCode","host":["{{baseUrl}}"],"path":["sf","workflow","jobs",":jobCode"],"variable":[{"key":"jobCode","value":"{{jobCode}}"}]},"description":"The endpoint returns a workflow job by passing the jobCode\n\n##### Response Body\n\n| Key | Datatype | Constraints/Notes |\n| --- | --- | --- |\n| content | Object | |\n| assignee | Object | Refer to Assignee Object |\n| completedDate | String | |\n| createTime | String | Format as 2024-09-03T04:15:38Z |\n| createdBy | String | |\n| description | String | |\n| dueDate | String | String “yyyy-mm-dd” |\n| dueDatePeriod | String | |\n| fundCode | String | |\n| fundId | String | |\n| fundName | String | |\n| jobCode | String | |\n| jobTemplateId | Number | The id of the template that creating this job |\n| labels | String | |\n| mostRecentComment | String | |\n| name | String | |\n| nextRepeatedJobCode | String | |\n| periodStartDate | String | |\n| repeatDate | String | |\n| repeatPeriod | String | |\n| sequentialTasks | Boolean | |\n| stageCategory | String | Defaults: INCOMPLETE
One of:
INCOMPLETE,
IN_PROGRESS,
REVIEWING,
COMPLETE |\n| stageName | String | Custom status name
OR
One of the system status names:
Complete,
Reviewing,
Ready for review,
Audit complete,
In progress,
Waiting on client,
Waiting on auditor,
On hold,
Not started,
Ready to start |\n| startDate | String | String “yyyy-mm-dd” |\n| systemJobName | String | |\n| tasks | Array | Refer to Task Array |\n\n##### Assignee Object\n\n| Key | Datatype | Constraints/Notes |\n| --- | --- | --- |\n| id | Long | |\n| name | String | |\n| username | String | |\n\n##### Task Array\n\n| | Datatype | Constraints/Notes |\n| --- | --- | --- |\n| assignee | String | |\n| changeJobStageCategoryOnComplete | String | |\n| changeJobStageNameOnComplete | String | |\n| completedDate | String | \"yyyy-mm-ddThh:MM:ss\"
eg. 2023-07-19T12:30:16 |\n| defaultTask | Boolean | |\n| description | String | |\n| dueDate | String | |\n| dueDatePeriod | String | |\n| jobCode | String | |\n| logicalAssignee | Object | refer to UserDto |\n| name | String | |\n| orderNum | Integer | |\n| readyToStart | Boolean | |\n| role | String | |\n| startDate | String | String “yyyy-mm-dd” |\n| status | String | INCOMPLETE, COMPLETE |\n| systemTaskName | String | |\n| taskCode | String | |"},"response":[{"id":"53862b7a-652a-4139-a30e-f511c5c0222e","name":"Get Job by jobCode","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/sf/workflow/jobs/:jobCode","host":["{{baseUrl}}"],"path":["sf","workflow","jobs",":jobCode"],"variable":[{"key":"jobCode","value":"{{jobCode}}"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Mon, 21 Oct 2024 01:07:52 GMT"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Transfer-Encoding","value":"chunked"},{"key":"Connection","value":"keep-alive"},{"key":"x-rate-daily-limit-remaining","value":"-1"},{"key":"vary","value":"accept-encoding"},{"key":"content-encoding","value":"gzip"},{"key":"server","value":"BGL"},{"key":"content-security-policy","value":"frame-ancestors 'self' uat.sf360.com.au"},{"key":"strict-transport-security","value":"max-age=31536000; includeSubDomains"},{"key":"x-content-type-options","value":"nosniff"},{"key":"x-frame-options","value":"ALLOW-FROM https://uat.sf360.com.au"}],"cookie":[],"responseTime":null,"body":"{\n \"assignee\": {\n \"id\": 7723,\n \"name\": \"Alicia Chang\",\n \"username\": \"achang@bglcorp.com.au\"\n },\n \"completedDate\": null,\n \"createTime\": \"2024-09-03T04:15:38Z\",\n \"createdBy\": null,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"fundId\": null,\n \"jobCode\": \"aliciachanguattestfi-6\",\n \"jobTemplateId\": null,\n \"name\": \"Test Global Job\",\n \"nextRepeatedJobCode\": null,\n \"periodStartDate\": null,\n \"repeatDate\": null,\n \"repeatPeriod\": null,\n \"sequentialTasks\": false,\n \"stageCategory\": \"INCOMPLETE\",\n \"stageName\": \"Not started\",\n \"startDate\": null,\n \"systemJobName\": null,\n \"tasks\": [\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"completedDate\": null,\n \"defaultTask\": false,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"jobCode\": \"aliciachanguattestfi-6\",\n \"logicalAssignee\": {\n \"id\": 7723,\n \"name\": \"Alicia Chang\",\n \"username\": \"achang@bglcorp.com.au\"\n },\n \"name\": \"Test task 1\",\n \"orderNum\": 0,\n \"readyToStart\": true,\n \"role\": null,\n \"startDate\": null,\n \"status\": \"INCOMPLETE\",\n \"systemTaskName\": null,\n \"taskCode\": \"aliciachanguattestfi-6-1\"\n }\n ]\n}"},{"id":"b67a033e-5bed-48c4-a959-c3da78fc070e","name":"400 Error Job code not found","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/sf/workflow/jobs/:jobCode","host":["{{baseUrl}}"],"path":["sf","workflow","jobs",":jobCode"],"variable":[{"key":"jobCode","value":"{{jobCode}}"}]}},"status":"Bad Request","code":400,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Mon, 21 Oct 2024 01:26:53 GMT"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Transfer-Encoding","value":"chunked"},{"key":"Connection","value":"keep-alive"},{"key":"x-rate-daily-limit-remaining","value":"-1"},{"key":"vary","value":"accept-encoding"},{"key":"content-encoding","value":"gzip"},{"key":"server","value":"BGL"},{"key":"content-security-policy","value":"frame-ancestors 'self' uat.sf360.com.au"},{"key":"strict-transport-security","value":"max-age=31536000; includeSubDomains"},{"key":"x-content-type-options","value":"nosniff"},{"key":"x-frame-options","value":"ALLOW-FROM https://uat.sf360.com.au"}],"cookie":[],"responseTime":null,"body":"{\n \"message\": \"Failed to call processAPI\",\n \"errors\": [\n \"Job code not found\"\n ],\n \"status\": 400\n}"}],"_postman_id":"3462fc88-dc25-4deb-9fb4-b29344c15f63"},{"name":"Create Job for an Entity","id":"0427948c-f4cc-413a-bdca-e552f59914ac","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"name\": \"SMSF ACB\",\n \n \"tasks\": [\n {\n \"name\": \"Test task 1\"\n },\n {\n \"name\": \"Test task 2\"\n },\n {\n \"name\": \"Test task 3\"\n }\n ]\n}","options":{"raw":{"language":"json"}}},"url":{"raw":"{{baseUrl}}/sf/workflow/funds/:fundid/jobs","host":["{{baseUrl}}"],"path":["sf","workflow","funds",":fundid","jobs"],"variable":[{"key":"fundid","value":"{{fundId}}"}]},"description":"This endpoint to create one workflow job for a fund by passing the fundId.\n\n**Note:** Use endpoint “Create Global job“ to create a global job\n\n### Request Body\n\n| Key | Datatype | Mandatory | Constraints/Notes |\n| --- | --- | --- | --- |\n| name | String | Yes | |\n| description | String | No | |\n| startDate | String | No | “yyyy-mm-dd” |\n| dueDate | String | No | “yyyy-mm-dd” |\n| assignee | Object | No | The explicitly assigned user.
See assignee object definition below.
This id to get from List User endpoint: 2943975-e1e9de74-f5ee-48c1-84ac-0a6945846389 |\n| tasks | Array | | See tasks array below |\n| stageCategory | String | No | If left null, will default to \"INCOMPLETE\".
One of:
INCOMPLETE,
IN_PROGRESS,
REVIEWING,
COMPLETE |\n| stageName | String | No | If left null, system will generate based on stageCategory.
Custom status name
OR
One of the system status names:
Complete,
Reviewing,
Ready for review,
Audit complete,
In progress,
Waiting on client,
Waiting on auditor,
On hold,
Not started,
Ready to start |\n| completedDate | String | No | yyyy-mm-ddThh:MM:ss
eg. 2023-07-19T12:30:16 |\n| periodStartDate | String “yyyy-mm-dd” | No | |\n| repeatPeriod | String “yyyy-mm-dd” | No | |\n| jobTemplateId | Number | No | The id of the template that creating this job |\n| sequentialTasks | Boolean | No | |\n\n### Assignee Object\n\n| Key | Datatype | Mandatory | Constraints/Notes |\n| --- | --- | --- | --- |\n| id | Long | Yes | |\n| username | String | No | This is the users email |\n| name | String | No | This is the users full name |\n\n### Tasks Array\n\n| Key | Datatype | Mandatory | Constraints/Notes |\n| --- | --- | --- | --- |\n| name | String | Yes | |\n| orderNum | Integer | No | The order the task appears in the list. 0 indexed.

i.e. 0,1,2,3,4 |\n| status | String | No | INCOMPLETE,
COMPLETE |\n| startDate | String | No | “yyyy-mm-dd” |\n| dueDate | String | No | “yyyy-mm-dd” |\n| assignee | Object | No | The explicitly assigned user. Refer to Assignee |\n| completedDate | String | No | \"yyyy-mm-ddThh:MM:ss\"
eg. 2023-07-19T12:30:16 |\n| defaultTask | boolean | No | Default tasks are created automatically as a database optimisation. These can be ignored and don’t need to be set via API. |"},"response":[{"id":"3b9190c7-3605-400d-8487-9ddbd7e0a23b","name":"Create Job for an Entity","originalRequest":{"method":"PUT","header":[{"key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"name\": \"SMSF Year-End Job\",\n\n \n \"tasks\": [\n {\n \"name\": \"Test task 1\"\n },\n {\n \"name\": \"Test task 2\"\n },\n {\n \"name\": \"Test task 3\"\n }\n ]\n}","options":{"raw":{"language":"json"}}},"url":{"raw":"{{baseUrl}}/sf/workflow/funds/:fundid/jobs","host":["{{baseUrl}}"],"path":["sf","workflow","funds",":fundid","jobs"],"variable":[{"key":"fundid","value":"{{fundId}}"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Tue, 03 Sep 2024 02:15:23 GMT"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Connection","value":"keep-alive"},{"key":"x-rate-daily-limit-remaining","value":"-1"},{"key":"vary","value":"accept-encoding"},{"key":"content-encoding","value":"gzip"},{"key":"server","value":"BGL"},{"key":"content-security-policy","value":"frame-ancestors 'self' uat.sf360.com.au"},{"key":"strict-transport-security","value":"max-age=31536000; includeSubDomains"},{"key":"x-content-type-options","value":"nosniff"},{"key":"x-frame-options","value":"ALLOW-FROM https://uat.sf360.com.au"},{"key":"Content-Length","value":"541"}],"cookie":[],"responseTime":null,"body":"{\n \"assignee\": {\n \"id\": 72,\n \"name\": \"Brad Wilkinson\",\n \"username\": \"bwilkinson@bglcorp.com.au\"\n },\n \"completedDate\": null,\n \"createTime\": \"2024-10-18T00:38:27.253390553Z\",\n \"createdBy\": null,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"fundId\": \"8a8bda018e9cf48e018e9cff3f7a0022\",\n \"jobCode\": \"bradsaccountingfirm-26\",\n \"jobDocuments\": [],\n \"jobTemplateId\": null,\n \"name\": \"SMSF Year-End Job\",\n \"nextRepeatedJobCode\": null,\n \"periodStartDate\": null,\n \"repeatDate\": null,\n \"repeatPeriod\": null,\n \"sequentialTasks\": false,\n \"stageCategory\": \"INCOMPLETE\",\n \"stageName\": \"Not started\",\n \"startDate\": null,\n \"systemJobName\": null,\n \"tasks\": [\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"completedDate\": null,\n \"defaultTask\": false,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"jobCode\": \"bradsaccountingfirm-26\",\n \"logicalAssignee\": null,\n \"name\": \"Test task 1\",\n \"orderNum\": 0,\n \"readyToStart\": false,\n \"role\": null,\n \"startDate\": null,\n \"status\": \"INCOMPLETE\",\n \"systemTaskName\": null,\n \"taskCode\": \"bradsaccountingfirm-26-1\"\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"completedDate\": null,\n \"defaultTask\": false,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"jobCode\": \"bradsaccountingfirm-26\",\n \"logicalAssignee\": null,\n \"name\": \"Test task 2\",\n \"orderNum\": 1,\n \"readyToStart\": false,\n \"role\": null,\n \"startDate\": null,\n \"status\": \"INCOMPLETE\",\n \"systemTaskName\": null,\n \"taskCode\": \"bradsaccountingfirm-26-2\"\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"completedDate\": null,\n \"defaultTask\": false,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"jobCode\": \"bradsaccountingfirm-26\",\n \"logicalAssignee\": null,\n \"name\": \"Test task 3\",\n \"orderNum\": 2,\n \"readyToStart\": false,\n \"role\": null,\n \"startDate\": null,\n \"status\": \"INCOMPLETE\",\n \"systemTaskName\": null,\n \"taskCode\": \"bradsaccountingfirm-26-3\"\n }\n ]\n}"}],"_postman_id":"0427948c-f4cc-413a-bdca-e552f59914ac"},{"name":"Create Global Job","id":"91647eb6-5696-4fb9-8047-2ca42987cb6d","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"name\": \"Testing ABC\",\n\n \"tasks\": [\n {\n \"name\": \"Test task 1\"\n },\n {\n \"name\": \"Test task 2\"\n },\n {\n \"name\": \"Test task 3\"\n }\n ]\n}","options":{"raw":{"language":"json"}}},"url":"{{baseUrl}}/sf/workflow/jobs","description":"This endpoint to create one workflow job for global.\n\n##### Request Body Datatype: JobDto\n\n### Request Body\n\n| Key | Datatype | Mandatory | Constraints/Notes |\n| --- | --- | --- | --- |\n| name | String | Yes | |\n| description | String | No | |\n| startDate | String | No | “yyyy-mm-dd” |\n| dueDate | String | No | “yyyy-mm-dd” |\n| assignee | Object | No | The explicitly assigned user.
See assignee object definition below.
This id to get from List User endpoint: 2943975-e1e9de74-f5ee-48c1-84ac-0a6945846389 |\n| tasks | Object | | See tasks array below. |\n| stageCategory | String | No | If left null, will default to \"INCOMPLETE\".
One of:
INCOMPLETE,
IN_PROGRESS,
REVIEWING,
COMPLETE |\n| stageName | String | No | If left null, system will generate based on stageCategory.
Custom status name
OR
One of the system status names:
Complete,
Reviewing,
Ready for review,
Audit complete,
In progress,
Waiting on client,
Waiting on auditor,
On hold,
Not started,
Ready to start |\n| completedDate | String | No | yyyy-mm-ddThh:MM:ss
eg. 2023-07-19T12:30:16 |\n| periodStartDate | String | No | “yyyy-mm-dd” |\n| repeatPeriod | String | No | “yyyy-mm-dd” |\n| jobTemplateId | Number | No | The id of the template that creating this job |\n| sequentialTasks | Boolean | No | |\n\n### Assignee Object\n\n| Key | Datatype | Mandatory | Constraints/Notes |\n| --- | --- | --- | --- |\n| id | Long | Yes | |\n| username | String | No | This is the users email |\n| name | String | No | This is the users full name |\n\n### Tasks Array\n\n| Key | Datatype | Mandatory | Constraints/Notes |\n| --- | --- | --- | --- |\n| name | String | Yes | |\n| orderNum | Integer | No | The order the task appears in the list. 0 indexed.

i.e. 0,1,2,3,4 |\n| status | String | No | INCOMPLETE,
COMPLETE |\n| startDate | String | No | “yyyy-mm-dd” |\n| dueDate | String | No | “yyyy-mm-dd” |\n| assignee | Object | No | The explicitly assigned user. Refer to Assignee |\n| completedDate | String | No | \"yyyy-mm-ddThh:MM:ss\"
eg. 2023-07-19T12:30:16 |\n| defaultTask | boolean | No | Default tasks are created automatically as a database optimisation. These can be ignored and don’t need to be set via API. |"},"response":[{"id":"dab5f302-e02c-4517-916e-036dd43fb946","name":"Create Global Job","originalRequest":{"method":"PUT","header":[{"key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"name\": \"SMSF Year-End Job\",\n\n \"tasks\": [\n {\n \"name\": \"Test task 1\"\n },\n {\n \"name\": \"Test task 2\"\n },\n {\n \"name\": \"Test task 3\"\n }\n ]\n}","options":{"raw":{"language":"json"}}},"url":"{{baseUrl}}/sf/workflow/jobs"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Tue, 03 Sep 2024 04:15:38 GMT"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Connection","value":"keep-alive"},{"key":"x-rate-daily-limit-remaining","value":"-1"},{"key":"vary","value":"accept-encoding"},{"key":"content-encoding","value":"gzip"},{"key":"server","value":"BGL"},{"key":"content-security-policy","value":"frame-ancestors 'self' uat.sf360.com.au"},{"key":"strict-transport-security","value":"max-age=31536000; includeSubDomains"},{"key":"x-content-type-options","value":"nosniff"},{"key":"x-frame-options","value":"ALLOW-FROM https://uat.sf360.com.au"},{"key":"Content-Length","value":"501"}],"cookie":[],"responseTime":null,"body":"{\n \"assignee\": {\n \"id\": 72,\n \"name\": \"Brad Wilkinson\",\n \"username\": \"bwilkinson@bglcorp.com.au\"\n },\n \"completedDate\": null,\n \"createTime\": \"2024-10-18T00:41:29.818725783Z\",\n \"createdBy\": null,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"fundId\": null,\n \"jobCode\": \"bradsaccountingfirm-28\",\n \"jobDocuments\": [],\n \"jobTemplateId\": null,\n \"name\": \"SMSF Year-End Job\",\n \"nextRepeatedJobCode\": null,\n \"periodStartDate\": null,\n \"repeatDate\": null,\n \"repeatPeriod\": null,\n \"sequentialTasks\": false,\n \"stageCategory\": \"INCOMPLETE\",\n \"stageName\": \"Not started\",\n \"startDate\": null,\n \"systemJobName\": null,\n \"tasks\": [\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"completedDate\": null,\n \"defaultTask\": false,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"jobCode\": \"bradsaccountingfirm-28\",\n \"logicalAssignee\": null,\n \"name\": \"Test task 1\",\n \"orderNum\": 0,\n \"readyToStart\": false,\n \"role\": null,\n \"startDate\": null,\n \"status\": \"INCOMPLETE\",\n \"systemTaskName\": null,\n \"taskCode\": \"bradsaccountingfirm-28-1\"\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"completedDate\": null,\n \"defaultTask\": false,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"jobCode\": \"bradsaccountingfirm-28\",\n \"logicalAssignee\": null,\n \"name\": \"Test task 2\",\n \"orderNum\": 1,\n \"readyToStart\": false,\n \"role\": null,\n \"startDate\": null,\n \"status\": \"INCOMPLETE\",\n \"systemTaskName\": null,\n \"taskCode\": \"bradsaccountingfirm-28-2\"\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"completedDate\": null,\n \"defaultTask\": false,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"jobCode\": \"bradsaccountingfirm-28\",\n \"logicalAssignee\": null,\n \"name\": \"Test task 3\",\n \"orderNum\": 2,\n \"readyToStart\": false,\n \"role\": null,\n \"startDate\": null,\n \"status\": \"INCOMPLETE\",\n \"systemTaskName\": null,\n \"taskCode\": \"bradsaccountingfirm-28-3\"\n }\n ]\n}"}],"_postman_id":"91647eb6-5696-4fb9-8047-2ca42987cb6d"},{"name":"Update Job Details","id":"1da583c5-df25-4a07-904a-781332753e7f","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"PATCH","header":[{"key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"name\": \"ABC Update\",\n \"description\": \"ABC\",\n \"tasks\": [\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"completedDate\": null,\n \"defaultTask\": false,\n \"description\": \"ABCADFS\",\n \"dueDate\": \"2024-09-15\",\n \"dueDatePeriod\": null,\n \"jobCode\": \"aliciachanguattestfi-10\",\n \"logicalAssignee\": {\n \"id\": 7723,\n \"name\": \"ABC\",\n \"username\": \"abc@bglcorp.com.au\"\n },\n \"name\": \"Task ABC\",\n \"orderNum\": 0,\n \"readyToStart\": true,\n \"role\": null,\n \"startDate\": \"2024-09-05\",\n \"status\": \"INCOMPLETE\",\n \"systemTaskName\": null,\n \"taskCode\": \"aliciachanguattestfi-10-1\"\n }\n ]\n}","options":{"raw":{"language":"json"}}},"url":{"raw":"{{baseUrl}}/sf/workflow/jobs/:jobCode","host":["{{baseUrl}}"],"path":["sf","workflow","jobs",":jobCode"],"variable":[{"key":"jobCode","value":""}]},"description":"This endpoint to update one workflow job for a fund by passing the jobCode.\n\n**For \"Jobs\" object:**\n\n- To update a field add it to the request `{\"name\": \"test new job\"}` -> Will update name field only\n \n- To delete a field explicitly set it to null `{\"dueDate\": null}` → Will delete due date\n \n- Any field not included in the request will not be modified\n \n\n**For \"Tasks\"\\[\\] object/array:**\n\nTo update tasks, all task fields need to be included in the request body.\n\n- **Note:** JSON Merge Patch doesn’t support nested merging, so updated tasks should be sent entierly. \n i.e. any field and/or task object not specified will be set to null\n \n- Use GET One Job to retrieve the task list\n \n- Use this PATCH to update Job details to update the fields\n \n- To delete all tasks use tasks \":\\[\\] or \"tasks\": null\n \n\n### Request Body\n\n| Key | Datatype | Mandatory | Constraints/Notes |\n| --- | --- | --- | --- |\n| name | String | Yes | |\n| description | String | No | |\n| startDate | String | No | “yyyy-mm-dd” |\n| dueDate | String | No | “yyyy-mm-dd” |\n| assignee | Object | No | The explicitly assigned user.
See assignee object definition below. |\n| tasks | Array | | See tasks array below. |\n| stageCategory | String | No | If left null, will default to \"INCOMPLETE\"
One of:
INCOMPLETE,
IN_PROGRESS,
REVIEWING,
COMPLETE |\n| stageName | String | No | If left null, system will generate based on stageCategory.
Custom status name
OR
One of the system status names:
Complete,
Reviewing,
Ready for review,
Audit complete,
In progress,
Waiting on client,
Waiting on auditor,
On hold,
Not started,
Ready to start |\n| completedDate | String | No | yyyy-mm-ddThh:MM:ss
eg. 2023-07-19T12:30:16 |\n| periodStartDate | String | No | “yyyy-mm-dd” |\n| repeatPeriod | String | No | “yyyy-mm-dd” |\n| jobTemplateId | Number | No | The id of the template that creating this job |\n| sequentialTasks | Boolean | No | |\n\n### Tasks Array\n\n| Key | Datatype | Mandatory | Constraints/Notes |\n| --- | --- | --- | --- |\n| name | String | Yes | |\n| orderNum | Integer | No | The order the task appears in the list. 0 indexed.

i.e. 0,1,2,3,4 |\n| status | String | No | INCOMPLETE,
COMPLETE |\n| startDate | String | No | “yyyy-mm-dd” |\n| dueDate | String | No | “yyyy-mm-dd” |\n| assignee | Object | No | The explicitly assigned user. Refer to Assignee. |\n| logicalAssignee | Object | No | Read only.
Used to show the assignee with inheritance considered.
Refer to Assignee. |\n| completedDate | String | No | \"yyyy-mm-ddThh:MM:ss\"
eg. 2023-07-19T12:30:16 |\n| defaultTask | boolean | No | Default tasks are created automatically as a database optimisation. These can be ignored and don’t need to be set via API. |\n\n### Assignee Object\n\n| Key | Datatype | Mandatory | Constraints/Notes |\n| --- | --- | --- | --- |\n| id | Long | Yes | |\n| username | String | No | This is the users email |\n| name | String | No | This is the users full name |"},"response":[{"id":"bb2a2ee9-fbf0-4206-ab20-a89cea4bea00","name":"Update Job Details","originalRequest":{"method":"PATCH","header":[{"key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"name\": \"Update job\",\n \"description\": \"ABC\",\n \"tasks\": [\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"completedDate\": null,\n \"defaultTask\": false,\n \"description\": null,\n \"dueDate\": \"2024-09-15\",\n \"dueDatePeriod\": null,\n \"jobCode\": \"{{jobCode}}\",\n \"logicalAssignee\": {\n \"id\": {{userId}},\n \"name\": \"ABC\",\n \"username\": \"abc@bglcorp.com.au\"\n },\n \"name\": \"Task 1\",\n \"orderNum\": 0,\n \"readyToStart\": true,\n \"role\": null,\n \"startDate\": \"2024-09-05\",\n \"status\": \"INCOMPLETE\",\n \"systemTaskName\": null,\n \"taskCode\": \"{{taskCode}}\"\n }\n ]\n}","options":{"raw":{"language":"json"}}},"url":{"raw":"{{baseUrl}}/sf/workflow/jobs/:jobCode","host":["{{baseUrl}}"],"path":["sf","workflow","jobs",":jobCode"],"variable":[{"key":"jobCode","value":"{{jobCode}}"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Thu, 05 Sep 2024 04:23:56 GMT"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Connection","value":"keep-alive"},{"key":"x-rate-daily-limit-remaining","value":"-1"},{"key":"vary","value":"accept-encoding"},{"key":"content-encoding","value":"gzip"},{"key":"server","value":"BGL"},{"key":"content-security-policy","value":"frame-ancestors 'self' uat.sf360.com.au"},{"key":"strict-transport-security","value":"max-age=31536000; includeSubDomains"},{"key":"x-content-type-options","value":"nosniff"},{"key":"x-frame-options","value":"ALLOW-FROM https://uat.sf360.com.au"},{"key":"Content-Length","value":"475"}],"cookie":[],"responseTime":null,"body":"{\n \"assignee\": {\n \"id\": 1111,\n \"name\": \"Abc\",\n \"username\": \"abc@bglcorp.com.au\"\n },\n \"completedDate\": null,\n \"createTime\": \"2024-09-03T02:15:24Z\",\n \"createdBy\": null,\n \"description\": \"ABC\",\n \"dueDate\": \"2024-09-17\",\n \"dueDatePeriod\": null,\n \"fundId\": \"8a8bd6498a692716018a69331051111\",\n \"jobCode\": \"aliciachanguattestfi-4\",\n \"jobDocuments\": [],\n \"jobTemplateId\": null,\n \"name\": \"Update job\",\n \"nextRepeatedJobCode\": null,\n \"periodStartDate\": null,\n \"repeatDate\": null,\n \"repeatPeriod\": null,\n \"sequentialTasks\": false,\n \"stageCategory\": \"INCOMPLETE\",\n \"stageName\": \"Not started\",\n \"startDate\": \"2024-09-03\",\n \"systemJobName\": null,\n \"tasks\": [\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"completedDate\": null,\n \"defaultTask\": false,\n \"description\": null,\n \"dueDate\": \"2024-09-15\",\n \"dueDatePeriod\": null,\n \"jobCode\": \"aliciachanguattestfi-4\",\n \"logicalAssignee\": {\n \"id\": 111,\n \"name\": \"abc\",\n \"username\": \"abc@bglcorp.com.au\"\n },\n \"name\": \"Task 1\",\n \"orderNum\": 0,\n \"readyToStart\": true,\n \"role\": null,\n \"startDate\": \"2024-09-05\",\n \"status\": \"INCOMPLETE\",\n \"systemTaskName\": null,\n \"taskCode\": \"aliciachanguattestfi-4-48\"\n }\n ]\n}"}],"_postman_id":"1da583c5-df25-4a07-904a-781332753e7f"},{"name":"Delete Job","id":"554d4432-bc2f-44c3-a22e-11c37c76db84","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"DELETE","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/sf/workflow/jobs/:jobCode","host":["{{baseUrl}}"],"path":["sf","workflow","jobs",":jobCode"],"variable":[{"key":"jobCode","value":"{{jobCode}}"}]},"description":"Delete a Workflow Job using the jobCode."},"response":[{"id":"da336530-ba91-447e-bdd2-1c6fd386f023","name":"Delete Job 200","originalRequest":{"method":"DELETE","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/sf/workflow/jobs/:jobCode","host":["{{baseUrl}}"],"path":["sf","workflow","jobs",":jobCode"],"variable":[{"key":"jobCode","value":"{{jobCode}}"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Tue, 03 Sep 2024 05:32:11 GMT"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Connection","value":"keep-alive"},{"key":"x-rate-daily-limit-remaining","value":"-1"},{"key":"vary","value":"accept-encoding"},{"key":"content-encoding","value":"gzip"},{"key":"server","value":"BGL"},{"key":"content-security-policy","value":"frame-ancestors 'self' uat.sf360.com.au"},{"key":"strict-transport-security","value":"max-age=31536000; includeSubDomains"},{"key":"x-content-type-options","value":"nosniff"},{"key":"x-frame-options","value":"ALLOW-FROM https://uat.sf360.com.au"},{"key":"Content-Length","value":"40"}],"cookie":[],"responseTime":null,"body":"{\n \"status\": \"DELETED\"\n}"},{"id":"53abef41-8b61-44b1-9cbd-11e3de8ae1ba","name":"Delete Job 400","originalRequest":{"method":"DELETE","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/sf/workflow/jobs/:jobCode","host":["{{baseUrl}}"],"path":["sf","workflow","jobs",":jobCode"],"variable":[{"key":"jobCode","value":"{{jobCode}}"}]}},"status":"Bad Request","code":400,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Thu, 05 Sep 2024 05:53:08 GMT"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Connection","value":"keep-alive"},{"key":"x-rate-daily-limit-remaining","value":"-1"},{"key":"vary","value":"accept-encoding"},{"key":"content-encoding","value":"gzip"},{"key":"server","value":"BGL"},{"key":"content-security-policy","value":"frame-ancestors 'self' uat.sf360.com.au"},{"key":"strict-transport-security","value":"max-age=31536000; includeSubDomains"},{"key":"x-content-type-options","value":"nosniff"},{"key":"x-frame-options","value":"ALLOW-FROM https://uat.sf360.com.au"},{"key":"Content-Length","value":"101"}],"cookie":[],"responseTime":null,"body":"{\n \"message\": \"Failed to call processAPI\",\n \"errors\": [\n \"Job code not found\"\n ],\n \"status\": 400\n}"}],"_postman_id":"554d4432-bc2f-44c3-a22e-11c37c76db84"},{"name":"List of Templates","id":"ae977adf-301c-4518-973b-606ec25870de","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":"{{baseUrl}}/sf/workflow/jobTemplates","description":"This endpoint to list down all the Job Templates.\n\n##### Response Body\n\n| Key | Datatype | Constraints/Notes |\n| --- | --- | --- |\n| allowCompany | Boolean | True or False |\n| allowIndividual | Boolean | True or False |\n| allowSMSF | Boolean | True or False |\n| allowTrust | Boolean | True or False |\n| assignee | object | Refer to Assignee Object |\n| autoAssignToNewEntities | Boolean | True or False |\n| description | String | |\n| dueDate | String | “yyyy-mm-dd” |\n| id | Number | |\n| name | String | |\n| repeatPeriod | String | |\n| role | String | |\n| sequentialTasks | Boolean | True or False |\n| startDate | String | “yyyy-mm-dd” |\n| systemJobName | String | |\n| taskTemplates | Array | Refer to Task Templates array below |\n\n##### Task Templates Array\n\n| Key | Datatype | Constraints/Notes |\n| --- | --- | --- |\n| assignee | object | Refer to Assignee |\n| description | String | |\n| dueDate | String | |\n| dueDatePeriod | String | |\n| firmId | Number | |\n| id | Number | |\n| name | String | |\n| orderNum | String | |\n| role | String | |\n| startDate | String | |\n| systemTaskName | String | |"},"response":[{"id":"370b1439-694e-4405-a130-4d873d9426ec","name":"List of Templates","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":"{{baseUrl}}/sf/workflow/jobTemplates"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Tue, 03 Sep 2024 05:35:27 GMT"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Connection","value":"keep-alive"},{"key":"x-rate-daily-limit-remaining","value":"-1"},{"key":"vary","value":"accept-encoding"},{"key":"content-encoding","value":"gzip"},{"key":"server","value":"BGL"},{"key":"content-security-policy","value":"frame-ancestors 'self' uat.sf360.com.au"},{"key":"strict-transport-security","value":"max-age=31536000; includeSubDomains"},{"key":"x-content-type-options","value":"nosniff"},{"key":"x-frame-options","value":"ALLOW-FROM https://uat.sf360.com.au"},{"key":"Content-Length","value":"1525"}],"cookie":[],"responseTime":null,"body":"[\n {\n \"allowCompany\": false,\n \"allowIndividual\": false,\n \"allowSMSF\": true,\n \"allowTrust\": false,\n \"assignee\": null,\n \"autoAssignToNewEntities\": false,\n \"description\": null,\n \"dueDate\": null,\n \"id\": 359,\n \"name\": \"SMSF Annual Accounts\",\n \"repeatPeriod\": \"FIN_YEARLY\",\n \"role\": null,\n \"sequentialTasks\": true,\n \"startDate\": null,\n \"systemJobName\": \"SMSFAnnualProcessingJobV2\",\n \"taskTemplates\": [\n {\n \"assignee\": null,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 2993,\n \"name\": \"Request information from the client \",\n \"orderNum\": 0,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": \"IN_PROGRESS\",\n \"changeJobStageNameOnComplete\": \"In progress\",\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 2994,\n \"name\": \"Upload documents / statements\",\n \"orderNum\": 1,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": \"IN_PROGRESS\",\n \"changeJobStageNameOnComplete\": \"Waiting on client\",\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 2995,\n \"name\": \"Send client queries\",\n \"orderNum\": 2,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": \"IN_PROGRESS\",\n \"changeJobStageNameOnComplete\": \"In progress\",\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 2996,\n \"name\": \"Client queries returned\",\n \"orderNum\": 3,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 2997,\n \"name\": \"Finalise year-end and tax return\",\n \"orderNum\": 4,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 2998,\n \"name\": \"Prepare workpapers\",\n \"orderNum\": 5,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": \"WORKPAPERS_READY_FOR_REVIEW\"\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 2999,\n \"name\": \"Review workpapers\",\n \"orderNum\": 6,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": \"WORKPAPERS_COMPLETE\"\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": \"IN_PROGRESS\",\n \"changeJobStageNameOnComplete\": \"Waiting on client\",\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3000,\n \"name\": \"Financials sent to trustees/adviser\",\n \"orderNum\": 7,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3001,\n \"name\": \"Upload signed financials for audit\",\n \"orderNum\": 8,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": \"IN_PROGRESS\",\n \"changeJobStageNameOnComplete\": \"Waiting on auditor\",\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3002,\n \"name\": \"Send to auditor\",\n \"orderNum\": 9,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": \"IN_PROGRESS\",\n \"changeJobStageNameOnComplete\": \"In progress\",\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3003,\n \"name\": \"Audit queries\",\n \"orderNum\": 10,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3004,\n \"name\": \"Audit complete\",\n \"orderNum\": 11,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3005,\n \"name\": \"Lodge annual return\",\n \"orderNum\": 12,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": \"LODGE_STATUS\"\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": \"COMPLETE\",\n \"changeJobStageNameOnComplete\": \"Complete\",\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3006,\n \"name\": \"Send invoice\",\n \"orderNum\": 13,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n }\n ]\n },\n {\n \"allowCompany\": false,\n \"allowIndividual\": false,\n \"allowSMSF\": true,\n \"allowTrust\": false,\n \"assignee\": null,\n \"autoAssignToNewEntities\": false,\n \"description\": null,\n \"dueDate\": null,\n \"id\": 360,\n \"name\": \"SMSF Annual Accounts (Wind Up)\",\n \"repeatPeriod\": null,\n \"role\": null,\n \"sequentialTasks\": true,\n \"startDate\": null,\n \"systemJobName\": \"SMSFAnnualProcessingWindupJob\",\n \"taskTemplates\": [\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": \"IN_PROGRESS\",\n \"changeJobStageNameOnComplete\": \"Waiting on client\",\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3007,\n \"name\": \"Request information from the client \",\n \"orderNum\": 0,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": \"IN_PROGRESS\",\n \"changeJobStageNameOnComplete\": \"In progress\",\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3008,\n \"name\": \"Upload documents / statements\",\n \"orderNum\": 1,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": \"IN_PROGRESS\",\n \"changeJobStageNameOnComplete\": \"Waiting on client\",\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3009,\n \"name\": \"Send client queries\",\n \"orderNum\": 2,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": \"IN_PROGRESS\",\n \"changeJobStageNameOnComplete\": \"In progress\",\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3010,\n \"name\": \"Client queries returned\",\n \"orderNum\": 3,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3011,\n \"name\": \"Confirm all assets sold\",\n \"orderNum\": 4,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3012,\n \"name\": \"Finalise year-end and tax return\",\n \"orderNum\": 5,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3013,\n \"name\": \"Prepare workpapers\",\n \"orderNum\": 6,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": \"WORKPAPERS_READY_FOR_REVIEW\"\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3014,\n \"name\": \"Review workpapers\",\n \"orderNum\": 7,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": \"WORKPAPERS_COMPLETE\"\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": \"IN_PROGRESS\",\n \"changeJobStageNameOnComplete\": \"Waiting on client\",\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3015,\n \"name\": \"Financials sent to trustees/adviser\",\n \"orderNum\": 8,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3016,\n \"name\": \"Upload signed financials for audit\",\n \"orderNum\": 9,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": \"IN_PROGRESS\",\n \"changeJobStageNameOnComplete\": \"Waiting on auditor\",\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3017,\n \"name\": \"Send to auditor\",\n \"orderNum\": 10,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": \"IN_PROGRESS\",\n \"changeJobStageNameOnComplete\": \"In progress\",\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3018,\n \"name\": \"Audit queries\",\n \"orderNum\": 11,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3019,\n \"name\": \"Audit complete\",\n \"orderNum\": 12,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3020,\n \"name\": \"Lodge annual return\",\n \"orderNum\": 13,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": \"LODGE_STATUS\"\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3021,\n \"name\": \"Send invoice\",\n \"orderNum\": 14,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3022,\n \"name\": \"Rollover request sent\",\n \"orderNum\": 15,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3023,\n \"name\": \"Rollover finalised\",\n \"orderNum\": 16,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": \"COMPLETE\",\n \"changeJobStageNameOnComplete\": \"Complete\",\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3024,\n \"name\": \"ABN cancelled\",\n \"orderNum\": 17,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n }\n ]\n },\n {\n \"allowCompany\": false,\n \"allowIndividual\": false,\n \"allowSMSF\": false,\n \"allowTrust\": true,\n \"assignee\": null,\n \"autoAssignToNewEntities\": false,\n \"description\": null,\n \"dueDate\": null,\n \"id\": 361,\n \"name\": \"Trust Annual Accounts\",\n \"repeatPeriod\": \"FIN_YEARLY\",\n \"role\": null,\n \"sequentialTasks\": true,\n \"startDate\": null,\n \"systemJobName\": \"BillableTrustAnnualProcessingJobV2\",\n \"taskTemplates\": [\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": \"IN_PROGRESS\",\n \"changeJobStageNameOnComplete\": \"Waiting on client\",\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3025,\n \"name\": \"Request information from the client \",\n \"orderNum\": 0,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": \"IN_PROGRESS\",\n \"changeJobStageNameOnComplete\": \"In progress\",\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3026,\n \"name\": \"Upload documents / statements\",\n \"orderNum\": 1,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": \"IN_PROGRESS\",\n \"changeJobStageNameOnComplete\": \"Waiting on client\",\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3027,\n \"name\": \"Send client queries\",\n \"orderNum\": 2,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": \"IN_PROGRESS\",\n \"changeJobStageNameOnComplete\": \"In progress\",\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3028,\n \"name\": \"Client queries returned\",\n \"orderNum\": 3,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3029,\n \"name\": \"Finalise tax planning and distributions\",\n \"orderNum\": 4,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3030,\n \"name\": \"Finalise year-end and tax return\",\n \"orderNum\": 5,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3031,\n \"name\": \"Prepare workpapers\",\n \"orderNum\": 6,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": \"WORKPAPERS_READY_FOR_REVIEW\"\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3032,\n \"name\": \"Review workpapers\",\n \"orderNum\": 7,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": \"WORKPAPERS_COMPLETE\"\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": \"IN_PROGRESS\",\n \"changeJobStageNameOnComplete\": \"Waiting on client\",\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3033,\n \"name\": \"Financials sent to trustees/adviser\",\n \"orderNum\": 8,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3034,\n \"name\": \"Lodge annual return\",\n \"orderNum\": 9,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": \"LODGE_STATUS\"\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": \"COMPLETE\",\n \"changeJobStageNameOnComplete\": \"Complete\",\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3035,\n \"name\": \"Send invoice\",\n \"orderNum\": 10,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n }\n ]\n },\n {\n \"allowCompany\": true,\n \"allowIndividual\": false,\n \"allowSMSF\": false,\n \"allowTrust\": false,\n \"assignee\": null,\n \"autoAssignToNewEntities\": false,\n \"description\": null,\n \"dueDate\": null,\n \"id\": 362,\n \"name\": \"Company Annual Accounts\",\n \"repeatPeriod\": \"FIN_YEARLY\",\n \"role\": null,\n \"sequentialTasks\": true,\n \"startDate\": null,\n \"systemJobName\": \"BillableCompanyAnnualProcessingJobV2\",\n \"taskTemplates\": [\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": \"IN_PROGRESS\",\n \"changeJobStageNameOnComplete\": \"Waiting on client\",\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3036,\n \"name\": \"Request information from the client \",\n \"orderNum\": 0,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": \"IN_PROGRESS\",\n \"changeJobStageNameOnComplete\": \"In progress\",\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3037,\n \"name\": \"Upload documents / statements\",\n \"orderNum\": 1,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": \"IN_PROGRESS\",\n \"changeJobStageNameOnComplete\": \"Waiting on client\",\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3038,\n \"name\": \"Send client queries\",\n \"orderNum\": 2,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": \"IN_PROGRESS\",\n \"changeJobStageNameOnComplete\": \"In progress\",\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3039,\n \"name\": \"Client queries returned\",\n \"orderNum\": 3,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3040,\n \"name\": \"Review worksheets\",\n \"orderNum\": 4,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3041,\n \"name\": \"Finalise year-end and tax return\",\n \"orderNum\": 5,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3042,\n \"name\": \"Prepare workpapers\",\n \"orderNum\": 6,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": \"WORKPAPERS_READY_FOR_REVIEW\"\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3043,\n \"name\": \"Review workpapers\",\n \"orderNum\": 7,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": \"WORKPAPERS_COMPLETE\"\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": \"IN_PROGRESS\",\n \"changeJobStageNameOnComplete\": \"Waiting on client\",\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3044,\n \"name\": \"Financials sent to client/adviser\",\n \"orderNum\": 8,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3045,\n \"name\": \"Lodge annual return\",\n \"orderNum\": 9,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": \"LODGE_STATUS\"\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": \"COMPLETE\",\n \"changeJobStageNameOnComplete\": \"Complete\",\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3046,\n \"name\": \"Send invoice\",\n \"orderNum\": 10,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n }\n ]\n },\n {\n \"allowCompany\": false,\n \"allowIndividual\": true,\n \"allowSMSF\": false,\n \"allowTrust\": false,\n \"assignee\": null,\n \"autoAssignToNewEntities\": false,\n \"description\": null,\n \"dueDate\": null,\n \"id\": 363,\n \"name\": \"Individual Annual Accounts\",\n \"repeatPeriod\": \"FIN_YEARLY\",\n \"role\": null,\n \"sequentialTasks\": true,\n \"startDate\": null,\n \"systemJobName\": \"IndividualAnnualProcessingJobV2S\",\n \"taskTemplates\": [\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": \"IN_PROGRESS\",\n \"changeJobStageNameOnComplete\": \"Waiting on client\",\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3047,\n \"name\": \"Request information from the client \",\n \"orderNum\": 0,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": \"IN_PROGRESS\",\n \"changeJobStageNameOnComplete\": \"In progress\",\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3048,\n \"name\": \"Upload documents / statements\",\n \"orderNum\": 1,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": \"IN_PROGRESS\",\n \"changeJobStageNameOnComplete\": \"Waiting on client\",\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3049,\n \"name\": \"Send client queries\",\n \"orderNum\": 2,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": \"IN_PROGRESS\",\n \"changeJobStageNameOnComplete\": \"In progress\",\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3050,\n \"name\": \"Client queries returned\",\n \"orderNum\": 3,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3051,\n \"name\": \"Finalise year-end and tax return\",\n \"orderNum\": 4,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3052,\n \"name\": \"Prepare workpapers\",\n \"orderNum\": 5,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": \"WORKPAPERS_READY_FOR_REVIEW\"\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3053,\n \"name\": \"Review workpapers\",\n \"orderNum\": 6,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": \"WORKPAPERS_COMPLETE\"\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": \"IN_PROGRESS\",\n \"changeJobStageNameOnComplete\": \"Waiting on client\",\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3054,\n \"name\": \"Financials sent to client/adviser\",\n \"orderNum\": 7,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3055,\n \"name\": \"Lodge annual return\",\n \"orderNum\": 8,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": \"LODGE_STATUS\"\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": \"COMPLETE\",\n \"changeJobStageNameOnComplete\": \"Complete\",\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3056,\n \"name\": \"Send invoice\",\n \"orderNum\": 9,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n }\n ]\n },\n {\n \"allowCompany\": true,\n \"allowIndividual\": true,\n \"allowSMSF\": true,\n \"allowTrust\": true,\n \"assignee\": null,\n \"autoAssignToNewEntities\": false,\n \"description\": null,\n \"dueDate\": null,\n \"id\": 364,\n \"name\": \"Quarterly BAS\",\n \"repeatPeriod\": \"QUARTERLY\",\n \"role\": null,\n \"sequentialTasks\": true,\n \"startDate\": null,\n \"systemJobName\": \"BasProcessingJobTemplate\",\n \"taskTemplates\": [\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3057,\n \"name\": \"Request information from the client\",\n \"orderNum\": 0,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3058,\n \"name\": \"Upload documents / statements\",\n \"orderNum\": 1,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3059,\n \"name\": \"Process transactions\",\n \"orderNum\": 2,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3060,\n \"name\": \"Review\",\n \"orderNum\": 3,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3061,\n \"name\": \"Send BAS for signing\",\n \"orderNum\": 4,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3062,\n \"name\": \"Upload signed BAS\",\n \"orderNum\": 5,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3063,\n \"name\": \"Lodge BAS\",\n \"orderNum\": 6,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3064,\n \"name\": \"Send invoice\",\n \"orderNum\": 7,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n }\n ]\n },\n {\n \"allowCompany\": true,\n \"allowIndividual\": true,\n \"allowSMSF\": true,\n \"allowTrust\": true,\n \"assignee\": null,\n \"autoAssignToNewEntities\": false,\n \"description\": null,\n \"dueDate\": null,\n \"id\": 365,\n \"name\": \"TBAR\",\n \"repeatPeriod\": \"FIN_YEARLY\",\n \"role\": null,\n \"sequentialTasks\": true,\n \"startDate\": null,\n \"systemJobName\": \"TBARJobTemplate\",\n \"taskTemplates\": [\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3065,\n \"name\": \"Review TBAR caps\",\n \"orderNum\": 0,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3066,\n \"name\": \"Process TBAR events\",\n \"orderNum\": 1,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3067,\n \"name\": \"Lodge TBAR\",\n \"orderNum\": 2,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n },\n {\n \"assignee\": null,\n \"changeJobStageCategoryOnComplete\": null,\n \"changeJobStageNameOnComplete\": null,\n \"description\": null,\n \"dueDate\": null,\n \"dueDatePeriod\": null,\n \"firmId\": 4752,\n \"id\": 3068,\n \"name\": \"Send Invoice\",\n \"orderNum\": 3,\n \"role\": null,\n \"startDate\": null,\n \"systemTaskName\": null\n }\n ]\n }\n]"}],"_postman_id":"ae977adf-301c-4518-973b-606ec25870de"},{"name":"List Users (Fund)","id":"439ebc57-cbdd-4d18-a299-c427ce88e2ec","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/sf/funds/:fundId/users","host":["{{baseUrl}}"],"path":["sf","funds",":fundId","users"],"variable":[{"key":"fundId","value":"{{fundId}}"}]},"description":"This endpoint to list down all the users for the fund by passing the fundId.\n\n##### Response Body\n\n| Key | Datatype | Mandatory | Constraints/Notes |\n| --- | --- | --- | --- |\n| id | Long | Yes | |\n| username | String | No | This is the users email |\n| name | String | No | This is the users full name |"},"response":[{"id":"9d4f4989-9038-4b6a-b49e-475f8b054cd1","name":"List Users (Fund)","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/sf/funds/:fundId/users","host":["{{baseUrl}}"],"path":["sf","funds",":fundId","users"],"variable":[{"key":"fundId","value":"{{fundId}}"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Tue, 03 Sep 2024 05:45:53 GMT"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Connection","value":"keep-alive"},{"key":"x-rate-daily-limit-remaining","value":"-1"},{"key":"vary","value":"accept-encoding"},{"key":"content-encoding","value":"gzip"},{"key":"server","value":"BGL"},{"key":"content-security-policy","value":"frame-ancestors 'self' uat.sf360.com.au"},{"key":"strict-transport-security","value":"max-age=31536000; includeSubDomains"},{"key":"x-content-type-options","value":"nosniff"},{"key":"x-frame-options","value":"ALLOW-FROM https://uat.sf360.com.au"},{"key":"Content-Length","value":"245"}],"cookie":[],"responseTime":null,"body":"[\n {\n \"id\": 2222,\n \"name\": \"product contact\",\n \"username\": \"abc@bglcorp.com.au\"\n },\n {\n \"id\": 1111,\n \"name\": \"ABC\",\n \"username\": \"bbb@bglcorp.com.au\"\n }\n]"}],"_postman_id":"439ebc57-cbdd-4d18-a299-c427ce88e2ec"},{"name":"List Users (Firm)","id":"bab0bc61-3991-42f5-af24-7e7f0423665b","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":"{{baseUrl}}/sf/users","description":"This endpoint to list down all the users for the firm.\n\n##### Response Body\n\n| Key | Datatype | Mandatory | Constraints/Notes |\n| --- | --- | --- | --- |\n| id | Long | Yes | |\n| username | String | No | This is the users email |\n| name | String | No | This is the users full name |"},"response":[{"id":"2f6bfaa9-637e-4ff2-9614-ff90a32b0473","name":"List Users (Firm)","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":"{{baseUrl}}/sf/users"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Tue, 03 Sep 2024 05:51:13 GMT"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Connection","value":"keep-alive"},{"key":"x-rate-daily-limit-remaining","value":"-1"},{"key":"vary","value":"accept-encoding"},{"key":"content-encoding","value":"gzip"},{"key":"server","value":"BGL"},{"key":"content-security-policy","value":"frame-ancestors 'self' uat.sf360.com.au"},{"key":"strict-transport-security","value":"max-age=31536000; includeSubDomains"},{"key":"x-content-type-options","value":"nosniff"},{"key":"x-frame-options","value":"ALLOW-FROM https://uat.sf360.com.au"},{"key":"Content-Length","value":"246"}],"cookie":[],"responseTime":null,"body":"[\n {\n \"id\": 111,\n \"name\": \"Mary John\",\n \"username\": \"mjohn@bglcorp.com.au\"\n },\n {\n \"id\": 222,\n \"name\": \"Cooper Barn\",\n \"username\": \"cbarn@bglcorp.com.au\"\n }\n]"}],"_postman_id":"bab0bc61-3991-42f5-af24-7e7f0423665b"}],"id":"9e5b6b10-1134-4c01-aec4-5511b2a714b4","description":"### Workflow Jobs\n\nThe Workflow feature allows BGL clients to define and create customisable Jobs tailored to their firm’s needs. New endpoints are available via BGL's API to add, update and delete Jobs and Tasks in Simple Fund 360 and Simple Invest 360\n\nThis section outlines the available resources for Workflow Jobs in Simple Fund 360 & Simple Invest 360 that can be accessed to retrieve data through the BGL API.\n\n### API Scopes\n\nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n\n- smsf_partner\n \n- bgl_partner\n \n\n\n","_postman_id":"9e5b6b10-1134-4c01-aec4-5511b2a714b4"},{"name":"Entity Documents","item":[{"name":"Trust Deed","item":[{"name":"List Trust Deed Details and Documents","id":"203da763-93b3-4090-9eb7-52d83baee231","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","type":"text"}],"url":{"raw":"{{baseUrl}}/sf/funds/:fundId/trustDeeds/","host":["{{baseUrl}}"],"path":["sf","funds",":fundId","trustDeeds",""],"variable":[{"key":"fundId","value":"{{fundId}}"}]},"description":"This endpoint returns the trust deed and all previous versions of the trust deed.\n\n### API Scopes\n\nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n\n- audit\n \n- smsf_partner\n \n- bgl_partner\n \n\n### Response Body\n\n| Field | **Mandatory** | **Data Type** | **Comments** |\n| --- | --- | --- | --- |\n| deedType | Yes | String (enum) | \"Initial\" or \"Variation\" |\n| docKey | Yes | String | |\n| deedDate | Yes | Date | \"2023-06-30T00:00:00.000+0000\" |\n| description | No | String | |\n| deedSource | No | String | |\n| clauseNumber | No | String | |"},"response":[{"id":"db96d308-924f-4afc-ab32-9b0e107381d2","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","name":"Content-Type","value":"application/json","type":"text"}],"body":{"mode":"raw","raw":"","options":{"raw":{"language":"json"}}},"url":{"raw":"{{baseUrl}}/sf/funds/:fundId/trustDeeds/","host":["{{baseUrl}}"],"path":["sf","funds",":fundId","trustDeeds",""],"variable":[{"key":"fundId","value":""}]}},"status":"Created","code":201,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"[\n {\n \"accountId\": 5919,\n \"clauseNumber\": null,\n \"createdDate\": \"2024-02-19T04:37:34.000+0000\",\n \"deedDate\": \"2020-01-01T00:00:00.000+0000\",\n \"deedSource\": null,\n \"deedType\": \"Initial\",\n \"description\": \"Trust Deed\",\n \"docKey\": \"5919/8a8bda418cf15e32018cf1860ab2001a/b5b43571-8adb-4181-9468-83af3dd94f4c\",\n \"fileName\": \"TrustDeed1.pdf\",\n \"fundId\": \"8a8bda418cf15e32018cf1860ab2001a\",\n \"id\": 12496\n },\n {\n \"accountId\": 5919,\n \"clauseNumber\": 2,\n \"createdDate\": \"2024-02-19T04:40:26.000+0000\",\n \"deedDate\": \"2021-01-01T00:00:00.000+0000\",\n \"deedSource\": \"source value test\",\n \"deedType\": \"Variation\",\n \"description\": \"Trust Deed update\",\n \"docKey\": \"5919/8a8bda418cf15e32018cf1860ab2001a/ee8c9f27-3eb0-42b1-bda7-4e1e3dd367e3\",\n \"fileName\": \"TrustDeed2.pdf\",\n \"fundId\": \"8a8bda418cf15e32018cf1860ab2001a\",\n \"id\": 12497\n },\n {\n \"accountId\": 5919,\n \"clauseNumber\": null,\n \"createdDate\": \"2024-02-19T05:13:03.000+0000\",\n \"deedDate\": \"2023-06-30T00:00:00.000+0000\",\n \"deedSource\": null,\n \"deedType\": \"Variation\",\n \"description\": \"Trust Deed three\",\n \"docKey\": \"sf360$5919$8a8bda418cf15e32018cf1860ab2001a$a52d2d91-7861-48eb-bb5f-b64eaaccdf4e\",\n \"fileName\": \"TrustDeed3.pdf\",\n \"fundId\": \"8a8bda418cf15e32018cf1860ab2001a\",\n \"id\": 12500\n }\n]"}],"_postman_id":"203da763-93b3-4090-9eb7-52d83baee231"},{"name":"Trust Deed Details and Document by ID","id":"7abc8326-c20e-4a70-9b4a-29e95a76412b","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","type":"text"}],"url":{"raw":"{{baseUrl}}/sf/funds/:fundId/trustDeeds/:trustDeedId","host":["{{baseUrl}}"],"path":["sf","funds",":fundId","trustDeeds",":trustDeedId"],"variable":[{"key":"fundId","value":"{{fundId}}","description":"Unique ID for the fund/entity"},{"key":"trustDeedId","value":"{{trustDeedId}}","description":"Unique ID for the trust deed"}]},"description":"This endpoint returns the specific trust deed for the ID provided.\n\n### API Scopes\n\nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n\n- audit\n- smsf_partner\n- bgl_partner\n \n\n### Response Body\n\n| Field | **Mandatory** | **Data Type** | **Comments** |\n| --- | --- | --- | --- |\n| deedType | Yes | String (enum) | \"Initial\" or \"Variation\" |\n| docKey | Yes | String | |\n| deedDate | Yes | Date | \"2023-06-30T00:00:00.000+0000\" |\n| description | No | String | |\n| deedSource | No | String | |\n| clauseNumber | No | String | |"},"response":[{"id":"8521a811-6b1c-42fa-b7fc-00df4716f4eb","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","name":"Content-Type","value":"application/json","type":"text"}],"body":{"mode":"raw","raw":"","options":{"raw":{"language":"json"}}},"url":{"raw":"{{baseUrl}}/sf/funds/:fundId/trustDeeds/:trustDeedId","host":["{{baseUrl}}"],"path":["sf","funds",":fundId","trustDeeds",":trustDeedId"],"variable":[{"key":"fundId","value":""},{"key":"trustDeedId","value":""}]}},"status":"Created","code":201,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"accountId\": 5919,\n \"clauseNumber\": null,\n \"createdDate\": \"2024-02-19T05:13:03.000+0000\",\n \"deedDate\": \"2023-06-30T00:00:00.000+0000\",\n \"deedSource\": null,\n \"deedType\": \"Variation\",\n \"description\": \"Trust Deed three\",\n \"docKey\": \"sf360$5919$8a8bda418cf15e32018cf1860ab2001a$a52d2d91-7861-48eb-bb5f-b64eaaccdf4e\",\n \"fileName\": \"TrustDeed3.pdf\",\n \"fundId\": \"8a8bda418cf15e32018cf1860ab2001a\",\n \"id\": 12500\n}"}],"_postman_id":"7abc8326-c20e-4a70-9b4a-29e95a76412b"},{"name":"Create Trust Deed Details and Document","id":"f28be0d2-1cb0-4cc4-b6ef-45b2333c5f0c","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}","type":"text"}],"body":{"mode":"raw","raw":"{\r\n \"deedType\": \"Initial\",\r\n \"docKey\": \"sf360$5919$8a8bda418cf15e32018cf1860ab2001a$81b5e03b-2069-4cd3-8490-33897cb0ffa9\",\r\n \"deedDate\": \"2023-06-30T00:00:00.000+0000\",\r\n \"description\": \"Trust Deed\",\r\n \"deedSource\": null,\r\n \"clauseNumber\": null\r\n}","options":{"raw":{"language":"json"}}},"url":{"raw":"{{baseUrl}}/sf/funds/:fundId/trustDeeds/","host":["{{baseUrl}}"],"path":["sf","funds",":fundId","trustDeeds",""],"variable":[{"key":"fundId","value":"{{fundId}}","description":"Unique ID for the fund"}]},"description":"This endpoint allows you to create a trust deed.\n\nThere are two steps:\n\n1 - Use the [POST Upload Document endpoint](https://docs.api.bgl360.com.au/?version=latest#33b8e60e-d324-4f43-898a-90bacff16a45) to upload the Trust Deed. Retain the document key from the response.\n\n2 - Use this POST Create Trust Deed Details and Document endpoint to update and mark that document as a trust deed with relevant details.\n\nNote - if the document has previously been uploaded, then use the [GET Entity Documents List endpoint](https://docs.api.bgl360.com.au/?version=latest#0830ed87-f853-48c3-97ff-027ea4e882f3) to find the relevant doc key.\n\n### API Scopes\n\nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n\n- audit\n- smsf_partner\n- bgl_partner\n \n\n### Request Body\n\n| Field | **Mandatory** | **Data Type** | **Comments** |\n| --- | --- | --- | --- |\n| deedType | Yes | String (enum) | \"Initial\" or \"Variation\" |\n| docKey | Yes | String | When uploading a new document, obtain this value from the [POST Upload Document endpoint](https://docs.api.bgl360.com.au/?version=latest#33b8e60e-d324-4f43-898a-90bacff16a45) response.

If using an existing document, use the [GET Entity Documents List endpoint](https://docs.api.bgl360.com.au/?version=latest#0830ed87-f853-48c3-97ff-027ea4e882f3) to find the relevant doc key |\n| deedDate | Yes | Date | \"2023-06-30T00:00:00.000+0000\" |\n| description | No | String | |\n| deedSource | No | String | |\n| clauseNumber | No | String | |"},"response":[{"id":"784d3372-646a-4f08-a41b-1d22486f1a5a","name":"Status 201","originalRequest":{"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","name":"Content-Type","value":"application/json","type":"text"}],"body":{"mode":"raw","raw":"{\r\n \"deedType\": \"Initial\",\r\n \"docKey\": \"sf360$5919$8a8bda418cf15e32018cf1860ab2001a$81b5e03b-2069-4cd3-8490-33897cb0ffa9\",\r\n \"deedDate\": \"2023-06-30T00:00:00.000+0000\",\r\n \"description\": \"Trust Deed\",\r\n \"deedSource\": null,\r\n \"clauseNumber\": null\r\n}","options":{"raw":{"language":"json"}}},"url":{"raw":"{{baseUrl}}/sf/funds/:fundId/trustDeeds/","host":["{{baseUrl}}"],"path":["sf","funds",":fundId","trustDeeds",""],"variable":[{"key":"fundId","value":""}]}},"status":"Created","code":201,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"accountId\": 5919,\n \"clauseNumber\": null,\n \"createdDate\": \"2024-02-19T05:33:57.000+0000\",\n \"deedDate\": \"2023-06-30T00:00:00.000+0000\",\n \"deedSource\": null,\n \"deedType\": \"Initial\",\n \"description\": \"Trust Deed\",\n \"docKey\": \"sf360$5919$8a8bda418cf15e32018cf1860ab2001a$81b5e03b-2069-4cd3-8490-33897cb0ffa9\",\n \"fileName\": \"TrustDeed4.pdf\",\n \"fundId\": \"8a8bda418cf15e32018cf1860ab2001a\",\n \"id\": 12501\n}"}],"_postman_id":"f28be0d2-1cb0-4cc4-b6ef-45b2333c5f0c"},{"name":"Update Trust Deed Details","id":"62880473-57cd-4bb6-86fa-ec2ff6545c49","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"PATCH","header":[{"key":"Authorization","value":"bearer {{token}}","type":"text"}],"body":{"mode":"raw","raw":"{\r\n \"deedType\": \"Variation\",\r\n \"docKey\": \"sf360$5919$8a8bda418cf15e32018cf1860ab2001a$81b5e03b-2069-4cd3-8490-33897cb0ffa9\",\r\n \"deedDate\": \"2023-06-30T00:00:00.000+0000\",\r\n \"description\": \"Trust Deed updating description\",\r\n \"deedSource\": null,\r\n \"clauseNumber\": null\r\n}","options":{"raw":{"language":"json"}}},"url":{"raw":"{{baseUrl}}/sf/funds/:fundId/trustDeeds/:trustDeedId","host":["{{baseUrl}}"],"path":["sf","funds",":fundId","trustDeeds",":trustDeedId"],"variable":[{"key":"fundId","value":"{{fundId}}","description":"Unique ID for the fund"},{"key":"trustDeedId","value":"{{trustDeedId}}","description":"Unique ID for the trust deed"}]},"description":"This endpoint allows you to update the details of a trust deed.\n\n### API Scopes\n\nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n\n- audit\n- smsf_partner\n- bgl_partner\n \n\n### Request Body\n\n| **Field** | **Mandatory** | **Data Type** | **Comments** |\n| --- | --- | --- | --- |\n| deedType | Yes | String (enum) | \"Initial\" or \"Variation\" |\n| docKey | Yes | String | Obtain this value from the [GET List Trust Deed Details and Documents](https://docs.api.bgl360.com.au/?version=latest#33b8e60e-d324-4f43-898a-90bacff16a45) endpoint. |\n| deedDate | Yes | Date | \"2023-06-30T00:00:00.000+0000\" |\n| description | No | String | |\n| deedSource | No | String | |\n| clauseNumber | No | String | |"},"response":[{"id":"4f978d1d-f887-4d02-a319-7c068635ff1c","name":"Status 200","originalRequest":{"method":"PATCH","header":[{"key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","name":"Content-Type","value":"application/json","type":"text"}],"body":{"mode":"raw","raw":"{\r\n \"deedType\": \"Initial\",\r\n \"docKey\": \"sf360$5919$8a8bda418cf15e32018cf1860ab2001a$81b5e03b-2069-4cd3-8490-33897cb0ffa9\",\r\n \"deedDate\": \"2023-06-30T00:00:00.000+0000\",\r\n \"description\": \"Trust Deed update description\",\r\n \"deedSource\": null,\r\n \"clauseNumber\": null\r\n}","options":{"raw":{"language":"json"}}},"url":{"raw":"{{baseUrl}}/sf/funds/:fundId/trustDeeds/:trustDeedId","host":["{{baseUrl}}"],"path":["sf","funds",":fundId","trustDeeds",":trustDeedId"],"variable":[{"key":"fundId","value":""},{"key":"trustDeedId","value":""}]}},"status":"Created","code":201,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"accountId\": 5919,\n \"clauseNumber\": null,\n \"createdDate\": \"2024-02-19T05:33:57.000+0000\",\n \"deedDate\": \"2023-06-30T00:00:00.000+0000\",\n \"deedSource\": null,\n \"deedType\": \"Initial\",\n \"description\": \"Trust Deed update description\",\n \"docKey\": \"sf360$5919$8a8bda418cf15e32018cf1860ab2001a$81b5e03b-2069-4cd3-8490-33897cb0ffa9\",\n \"fileName\": \"TrustDeed4.pdf\",\n \"fundId\": \"8a8bda418cf15e32018cf1860ab2001a\",\n \"id\": 12501\n}"}],"_postman_id":"62880473-57cd-4bb6-86fa-ec2ff6545c49"},{"name":"Delete Trust Deed Details","id":"6ed6de95-9ac1-4eab-9733-0140c3b10172","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"DELETE","header":[{"key":"Authorization","value":"bearer {{token}}","type":"text"}],"url":{"raw":"{{baseUrl}}/sf/funds/:fundId/trustDeeds/:trustDeedId","host":["{{baseUrl}}"],"path":["sf","funds",":fundId","trustDeeds",":trustDeedId"],"variable":[{"key":"fundId","value":"{{fundId}}","description":"Unique ID for the fund"},{"key":"trustDeedId","value":"{{trustDeedId}}","description":"Unique ID for the trust deed"}]},"description":"This endpoint allows you to delete the trust deed.\n\nPlease note, this will remove the Trust Deed from the Trust Deed screen, however the underlying document will still be availble in the Document screen.\n\n### API Scopes\n\nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n\n- audit\n- smsf_partner\n- bgl_partner"},"response":[{"id":"551d3418-f4b9-4bd0-a3f2-aeb35ead967c","name":"Status 200","originalRequest":{"method":"DELETE","header":[{"key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","name":"Content-Type","value":"application/json","type":"text"}],"url":{"raw":"{{baseUrl}}/sf/funds/:fundId/trustDeeds/:trustDeedId","host":["{{baseUrl}}"],"path":["sf","funds",":fundId","trustDeeds",":trustDeedId"],"variable":[{"key":"fundId","value":""},{"key":"trustDeedId","value":""}]}},"status":"Created","code":201,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"status\": \"DELETED\"\n}"}],"_postman_id":"6ed6de95-9ac1-4eab-9733-0140c3b10172"}],"id":"81fc5d2e-843f-464e-b747-39ce639cb052","_postman_id":"81fc5d2e-843f-464e-b747-39ce639cb052"},{"name":"Entity Documents List","id":"0830ed87-f853-48c3-97ff-027ea4e882f3","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."}],"url":{"raw":"{{baseUrl}}/funds/:fundId/documents?tag={{tag}}","host":["{{baseUrl}}"],"path":["funds",":fundId","documents"],"query":[{"key":"tag","value":"{{tag}}","description":"[OPTIONAL] Will filter documents based on name of tag from Simple Fund 360"}],"variable":[{"key":"fundId","value":"{{fundId}}","description":"Unique ID of the fund"}]},"description":"This resource will return a list of Documents saved to the Documents screen in SF360. It can be filtered using tags.\n\n### API Scopes \nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n- audit\n- smsf_partner\n\n## Entities Supported\nThe following entityTypes are supported\n- SMSF\n- BillableTrust \n- BillableCompany\n- BillableIndividual\n\n### Response\n\n| Field | Data Type | Comments |\n| -------- | -------- | -------- |\n|name | string | name of the file/document from Simple Fund 360 |\n| key | string | Unique Identifier of the document |\n| creationDate | Date | Date and Time date the file was added to Simple Fund 360 |\n| updatedDate | Date | Date and Time date the file was last modified |\n|tags | Object | List of tags applied to the document |"},"response":[{"id":"827f3bdd-62e3-467b-bf05-826daf8a3d41","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/funds/8a949d475b604cf9015b6053cfa10000/documents","host":["{{baseUrl}}"],"path":["funds","8a949d475b604cf9015b6053cfa10000","documents"],"query":[{"key":"tag","value":"","disabled":true}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"[ { “name”: “BalanceSheet.pdf”, “key”: “1$8ad08a305e1216b6015e125e54c90000$52AC8E51-C123-47AD-BD4C-4CC371282013”, “creationDate”: “2017-09-04T05:05:41.000+0000”, “updatedDate”: “2017-09-04T05:05:43.000+0000”, “tags”: [ “TAG1” ] }, { “name”: “Six-21857055-290817-1211-124.pdf”, “key”: “1$8ad08a305e1216b6015e125e54c90000$0939BEA2-F31F-48A5-979B-129B34ADA9E5”, “creationDate”: “2017-09-04T01:54:17.000+0000”, “updatedDate”: “2017-09-04T01:54:19.000+0000”, “tags”: [ “TAG1” ] }, { “name”: “5MB.zip”, “key”: “1$8ad08a305e1216b6015e125e54c90000$F0A8C298-1DC8-4768-A5C2-81C1CA835666”, “creationDate”: “2017-09-04T01:51:46.000+0000”, “updatedDate”: “2017-09-04T01:51:48.000+0000”, “tags”: [ “TAG1” ] }, { “name”: “BankStatement1.pdf”, “key”: “1$8ad08a305e1216b6015e125e54c90000$4017B1FD-A4D0-461D-92F2-D2E28A268AAD”, “creationDate”: “2017-09-04T01:48:45.000+0000”, “updatedDate”: “2017-09-04T01:48:47.000+0000”, “tags”: [ “TAG1” ] }, { “name”: “BankStatement1.pdf”, “key”: “1$8ad08a305e1216b6015e125e54c90000$0B830188-EBDB-426B-B4E6-103508300F8C”, “creationDate”: “2017-08-30T04:17:22.000+0000”, “updatedDate”: “2017-08-30T04:17:24.000+0000”, “tags”: [] }, { “name”: “clientnote.txt”, “key”: “1$8ad08a305e1216b6015e125e54c90000$F80D1D14-34FE-4580-BF37-E8BA92BD27AD”, “creationDate”: “2017-08-30T04:07:40.000+0000”, “updatedDate”: “2017-08-30T04:07:41.000+0000”, “tags”: [] }, { “name”: “TrustDeed.pdf”\", “key”: “1$8ad08a305e1216b6015e125e54c90000$BB270263-9073-4CFB-9C8B-C2533DA93DE3”, “creationDate”: “2017-08-30T04:02:17.000+0000”, “updatedDate”: “2017-08-30T04:02:20.000+0000”, “tags”: [ “TAG1”, “TAG2” ] }, { “name”: “README.md”, “key”: “1$8ad08a305e1216b6015e125e54c90000$45BA853A-702D-4F6F-AE8F-EC4041E85179”, “creationDate”: “2017-08-28T05:20:55.000+0000”, “updatedDate”: “2017-08-28T05:20:57.000+0000”, “tags”: [ “Tax” ] }, { “name”: “test.txt”, “key”: “1$8ad08a305e1216b6015e125e54c90000$223FC1E1-3235-435F-B399-BBA3D2B32AB9”, “creationDate”: “2017-08-24T04:41:48.000+0000”, “updatedDate”: “2017-08-24T04:41:50.000+0000”, “tags”: [ “Tax” ] } ]"}],"_postman_id":"0830ed87-f853-48c3-97ff-027ea4e882f3"},{"name":"Upload Document","id":"33b8e60e-d324-4f43-898a-90bacff16a45","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."}],"body":{"mode":"formdata","formdata":[{"key":"document","description":"File attached to Upload","type":"file","value":null},{"key":"tags","value":"{{tags}}","description":"[OPTIONAL] - List of Tags","type":"text"}]},"url":{"raw":"{{baseUrl}}/funds/:fundId/documents","host":["{{baseUrl}}"],"path":["funds",":fundId","documents"],"variable":[{"key":"fundId","value":"{{fundId}}","description":"[REQUIRED] - Unique ID of the Fund"}]},"description":"This endpoint allows a user of a particular entity to upload a new document into the entity, along with the list of tags (optional) to be associated to the newly uploaded document. \nAt the time of development, the following file tyle extensions are not supported for documents upload to SF360 system: exe, app, bat, dmg, and cmd.\n\n### API Scopes\n\nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n\n- audit\n- smsf_partner\n \n\n## Entities Supported\n\nThe following entityTypes are supported\n\n- SMSF\n- BillableTrust\n- BillableCompany\n- BillableIndividual\n \n\n### Request\n\nThe multi-part request body has two form parameters\n\n| Form Parameter | type | Mandatory | Example |\n| --- | --- | --- | --- |\n| document | File | Yes | document.pdf |\n| tags | Text | No | \\[\"audit\"\\] |"},"response":[{"id":"e1644a71-4ad1-4ae7-a4a7-d61cc46612f7","name":"Status 200","originalRequest":{"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}"}],"body":{"mode":"formdata","formdata":[{"key":"document","type":"file","src":"/Users/Jeevan/Desktop/Sample Files/Bank Data - Rich.csv"},{"key":"tags","value":" [ “Tax” ]","type":"text"}]},"url":"{{baseUrl}}/funds//documents"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":""}],"_postman_id":"33b8e60e-d324-4f43-898a-90bacff16a45"},{"name":"Document Tags List","id":"35d19aa4-1ecb-4bf7-8ad3-8cf33c37b625","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"GET","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/funds/:fundId/tags","host":["{{baseUrl}}"],"path":["funds",":fundId","tags"],"variable":[{"key":"fundId","value":"{{fundId}}","description":"[REQUIRED] Unique ID of the fund. "}]},"description":"Returns a list of tags for a entity. \n\n### API Scopes \nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n- audit\n- smsf_partner\n\n## Entities Supported\nThe following entityTypes are supported\n- SMSF\n- BillableTrust \n- BillableCompany\n- BillableIndividual"},"response":[{"id":"8e7edaf1-e1a4-4975-bf83-4ed7f48ae29c","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":"{{baseUrl}}/funds/8a949d475b604cf9015b6053cfa10000/tags"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"fundId\": \"8ad08bf35f7b8296015fb8492dca00e9\",\n \"tags\": [\n \"TestTag001\",\n \"TestTag\"\n ]\n}"}],"_postman_id":"35d19aa4-1ecb-4bf7-8ad3-8cf33c37b625"},{"name":"Download Document","id":"cf51ff1e-8b5d-48cc-be66-cbf275996e1f","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"noauth"},"method":"GET","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/funds/:fundId/documents/:documentId","host":["{{baseUrl}}"],"path":["funds",":fundId","documents",":documentId"],"variable":[{"key":"fundId","value":"{{fundId}}","description":"[Required] - Unique ID of the fund"},{"key":"documentId","value":"{{documentId}}","description":"[Required] - Unique ID of the Document"}]},"description":"This will generate an S3 download URL for the document. The link will have a default expiration time of three minutes. \n\n### API Scopes \nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n- audit\n- smsf_partner\n\n## Entities Supported\nThe following entityTypes are supported\n- SMSF\n- BillableTrust \n- BillableCompany\n- BillableIndividual"},"response":[{"id":"3aba71c2-9342-468b-af9e-b05d1fa2d67d","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":"{{baseUrl}}/funds/8a949d475b604cf9015b6053cfa10000/documents/3284$8a949d475b604cf9015b6053cfa10000$80140919-850A-4169-B4E0-CE44F8F115BB"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n\"documentId\": \"284$8a949d475b604cf9015b6053cfa10000$80140919-850A-4169-B4E0-CE44F8F115BB\",\n\"documentURL\": \"https://s3.ap-southeast-2.amazonaws.com/documents.sf360.bglcorp.com.au/3284/8a949d475b604cf9015b6053cfa10000/80140919-850A-4169-B4E0-CE44F8F115BB?Expires=1505260430&AWSAccessKeyId=SIAIFGK3AGGFGNJDMNA&x-amz-security-token=QoDYXdzEPj%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaDIyVsV3fv%2BhJa5rmZiLBA1%2FGxHDCVF0IANLVVHCrB%2BV0zlVqQ0t8SM2UMOMIvaMv8jKHBqb0owNQyp%2BFYTNjAWPgKEe3jmYwNQk29lJG5mvrqgmp0KdkXG0uhOVFSHJcjNOAiPnEEJRb%2BKeVc%2BCM70%2BCz4u%2F5reFCYt%2F%2FugGQW5FOYFF1Q%2B4Jo4JGlAM%2BrRTUpLjvovhvMkTbR%2FlDR3lEW8TgCzHuyOta%2Fa3Nkp7Max8HuyY1w8ysJv2sGa%2FyiKE0geBXPVaZXGAxpy1Kt9VXVgo5pJCo1mAiam87g4TpRS%2FvfVkoYkctRC0cAEDENct2cUB7VdYrj4XzAfTIwQO0I6Y6EaoEL%2FsTPIyUs3481WBw2sRGGMsFpJviKqaivoWcNidzSiAX1L1G1WkFX94UY9VBWZNUzDZ9TeE508hk4xI7srL%2FOpyxFGhM9%2BnhGniAJ71oIsfYtOEaUd9lrHQFmTmdR5Dy0Vn%2FJryjANMLtCd0DPUYhRro3Kx8M%2Fr2%2BHniJCidueF1xezDMB93SySIJLKoCdbOzTr%2F%2FDrxcNUaAbv6Cf7XfS9CgeDxlpd1ZRkkl8zLk5PjkHGmcEs8aiPi%2FMPg2eeqG0Wj0JYVKxi3Z%2BzKJ%2FO4c0F&Signature=7fmk6sjPjVtDrHRmOZVI53nM35A%3D\"\n}"}],"_postman_id":"cf51ff1e-8b5d-48cc-be66-cbf275996e1f"}],"id":"8600d850-798b-46b3-b26c-01f762bbd557","description":" 1. Entity Documents List - Use to obtain a list of documents for the\n entity. \n 2. Download Document - Use to download a document using the\n document ID obtained from the Document List. \n 3. Document Tags List - Use to\n obtain a list of tags for the Entity. \n 4. Upload Document - Use to upload a document to the Entity. Optionally you can attached a tag or multiple tags from the Tags List","event":[{"listen":"prerequest","script":{"id":"42222a59-8742-4e66-951e-a2d33f856e54","type":"text/javascript","exec":[""]}},{"listen":"test","script":{"id":"f413f623-a042-4673-8b7e-06470ca4eee4","type":"text/javascript","exec":[""]}}],"_postman_id":"8600d850-798b-46b3-b26c-01f762bbd557"},{"name":"Labels","item":[{"name":"List of Entity Labels","id":"6db2faa0-dd03-4a85-9643-d76e9fdb6ef7","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Authorization","type":"text","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/sf/labels?fundId={{fundId}}","host":["{{baseUrl}}"],"path":["sf","labels"],"query":[{"key":"fundId","value":"{{fundId}}","description":"`OPTIONAL` | The unique fund id","type":"text"}]},"description":"Returns a labels for the firm. Labels are used in SF360 to group funds or other entities together for quick selection and reporting purposes.\n\n### API Scopes\n\nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n\n- smsf_partner\n\n## Entities Supported\nThe following entityTypes are supported\n- SMSF\n- BillableTrust \n- BillableCompany\n- BillableIndividual\n\n### Response Body\n\n| Key | Datatype | Comments/Constraints |\n|--|--|--|\n| id |string |ID of label |\n|name| string |name of label |"},"response":[],"_postman_id":"6db2faa0-dd03-4a85-9643-d76e9fdb6ef7"},{"name":"List of Entities by Label","id":"8b6e2250-04fb-49c3-8354-910bd67c53be","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Authorization","type":"text","value":"bearer {{token}}"}],"url":"{{baseUrl}}/sf/labels/{{labelId}}/entities","description":"Returns a Entities for a label for the firm. Labels are used in SF360 to group funds or other entities together for quick selection and reporting purposes.\n\n### API Scopes\n\nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n- smsf_partner\n\n## Entities Supported\nThe following entityTypes are supported\n- SMSF\n- BillableTrust \n- BillableCompany\n- BillableIndividual\n\n### Response Body\n\n| Key | Datatype | Comments/Constraints |\n|--|--|--|\n| id |string |ID of label |\n|name| string |name of label |\n|entityType| string | Type of Entity |"},"response":[],"_postman_id":"8b6e2250-04fb-49c3-8354-910bd67c53be"},{"name":"Delete Entity Labels","id":"2af0f96f-bf8f-4665-aba5-071d3b82e755","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"DELETE","header":[{"key":"Authorization","type":"text","value":"bearer {{token}}"}],"url":"{{baseUrl}}/sf/labels/{{labelId}}","description":"Deletes a label for the firm. \n\n### API Scopes\n\nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n\n- smsf_partner\n\n## Entities Supported\nThe following entityTypes are supported\n- SMSF\n- BillableTrust \n- BillableCompany\n- BillableIndividual"},"response":[],"_postman_id":"2af0f96f-bf8f-4665-aba5-071d3b82e755"},{"name":"Remove a Label from an Entity","id":"c0cb9612-bbba-4254-9da8-fda484d1d3ec","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"DELETE","header":[{"key":"Authorization","type":"text","value":"bearer {{token}}"}],"url":"{{baseUrl}}/sf/labels/{{labelId}}/entities/{{entityId}}","description":"Deletes a label from an entity\n\n### API Scopes\n\nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n\n- smsf_partner\n\n## Entities Supported\nThe following entityTypes are supported\n- SMSF\n- BillableTrust \n- BillableCompany\n- BillableIndividual"},"response":[],"_postman_id":"c0cb9612-bbba-4254-9da8-fda484d1d3ec"},{"name":"Create Entity Label","id":"4fe4c81a-4eb8-40cb-b0ed-e0031132edbc","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[{"key":"Authorization","type":"text","value":"bearer {{token}}"}],"body":{"mode":"raw","raw":"{\n \"name\": \"{{name}}\"\n}","options":{"raw":{"language":"json"}}},"url":"{{baseUrl}}/sf/labels","description":"Create a labels for the firm. \n\n### API Scopes\n\nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n\n- smsf_partner\n\n## Entities Supported\nThe following entityTypes are supported\n- SMSF\n- BillableTrust \n- BillableCompany\n- BillableIndividual"},"response":[],"_postman_id":"4fe4c81a-4eb8-40cb-b0ed-e0031132edbc"},{"name":"Add a Label to an Entity","id":"d1f29cb2-cb04-41eb-b671-a1e2a33436c6","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[{"key":"Authorization","type":"text","value":"bearer {{token}}"}],"url":"{{baseUrl}}/sf/labels/{{labelId}}/entities/{{entityId}}","description":"### API Scopes\n\nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n\n- smsf_partner\n\n## Entities Supported\nThe following entityTypes are supported\n- SMSF\n- BillableTrust \n- BillableCompany\n- BillableIndividual"},"response":[],"_postman_id":"d1f29cb2-cb04-41eb-b671-a1e2a33436c6"}],"id":"d65a18aa-0aec-4a96-84ea-857c54104241","_postman_id":"d65a18aa-0aec-4a96-84ea-857c54104241"},{"name":"Properties","item":[{"name":"Upload Property Valuation","id":"50a85287-3712-41f2-b056-87fbc95b51d5","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[{"key":"Authorization","value":"","disabled":true}],"body":{"mode":"formdata","formdata":[{"type":"file","key":"valuationDocumentBase64","src":"postman-cloud:///1f05c8ec-b4da-4460-8fb0-cd91de048abb"},{"type":"text","key":"valuationDate","value":"2025-06-30"},{"type":"text","key":"valuationAmount","value":"1600000.00"},{"type":"text","key":"valuationDocumentName","value":"test-property.pdf"}]},"url":"https://api.staging.bgl360.com.au/sf/properties/{{callback_id}}","description":"This resource allows property valuation partners to upload a property value and valuation file to Simple Fund 360 and Simple Invest 360.\n\n\n## API Scopes\n\nThe following [API scopes](https://docs.api.bgl360.com.au/?version=latest#9ef9e817-5fba-4a36-908c-eeee71c2a357) can access this resouce\n\n- property\n\n\n## API Client Configuration\n\nThis resource requires a separate API client configuration. \nPlease reach out to the BGL team at [api@bglcorp.com.au](https://mailto:api@bglcorp.com.au) if you have any questions.\n\n\n## Request Body\n\n| | Type | Comments |\n| --- | --- | --- |\n| valuationAmount | Number | Property valuation amount.
e.g. 1200000.00 |\n| valuationDate | String (Date) | Valuation date in format `YYYY-MM-DD` |\n| valuationDocumentName | String | Filename including extension (e.g., `value.pdf`) |\n| valuationDocumentBase64 | String (Base64) | Base64-encoded file content |"},"response":[{"id":"db9ab70a-34ec-4e95-8f9c-44a2a6dd8b1c","name":"Status 200","originalRequest":{"method":"POST","header":[{"key":"Authorization","value":"bearer 432b41dc-0850-4e91-b34b-e860bd04acb7"}],"body":{"mode":"formdata","formdata":[{"type":"file","key":"valuationDocumentBase64","src":"postman-cloud:///1f05c8ec-b4da-4460-8fb0-cd91de048abb"},{"type":"text","key":"valuationDate","value":"2025-06-30"},{"type":"text","key":"valuationAmount","value":"1600000.00"},{"type":"text","key":"valuationDocumentName","value":"test-property.pdf"}]},"url":"https://api.staging.bgl360.com.au/sf/properties/{{callback_id}}"},"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json","description":"","type":"text"}],"cookie":[{"expires":"Invalid Date","domain":"","path":""}],"responseTime":null,"body":"{\n \"data\": null,\n \"message\": null,\n \"success\": true\n}"}],"_postman_id":"50a85287-3712-41f2-b056-87fbc95b51d5"},{"name":"List Properties for an Entity","id":"5229b6eb-cf9b-4ac0-af1b-14edcf0cfc4f","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"noauth"},"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"},{"key":"Cookie","value":"XSRF-TOKEN=201bcd10-afe1-4090-a6c6-d19796ffeb90; api_uat_bgl360_session_id=89A05AAE1F4E2054BD25A83CE5D12B2D-n1","type":"text","disabled":true}],"url":{"raw":"{{baseUrl}}/sf/funds/:fundid/properties","host":["{{baseUrl}}"],"path":["sf","funds",":fundid","properties"],"variable":[{"key":"fundid","value":"{{fundId}}"}]},"description":"# GET /sf/funds/:fundid/properties\n\n**Scopes:** \n`investment`, `smsf_partner`, `bgl_partner`\n\n---\n\n## Response: Array of Property Objects\n\n### Top-Level Fields\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| address | Object | Property address details |\n| bareTrustName | String or null | Bare trust name, if any |\n| cgtList | Array of Objects | Capital Gains Tax (CGT) entries |\n| derivedPropertyName | String | Full formatted property name |\n| derivedPropertyType | String | Property type (e.g., Australian - Residential) |\n| disposalManualAmount | Number or null | Manual disposal amount |\n| disposalStatus | String or null | Disposal status |\n| documents | Array of Objects | Related documents |\n| id | Number | Unique property ID |\n| ignored | Boolean | Whether the property is ignored in reports |\n| insurancePremium | Number or null | Insurance premium amount |\n| insuranceProvider | String or null | Insurance provider |\n| lastRentalAppraisalDate | String (Date) or null | Date of last rental appraisal |\n| leases | Array of Objects | Lease records |\n| noAddressName | String or null | Name used if no address |\n| purchaseDate | String (Date) or null | Property purchase date |\n| purchasePrice | Number or null | Property purchase price |\n| taccount | Object | Related chart of account info - see object details in table below |\n| titleFolioNumber | String or null | Title folio number |\n| titleLinkedToRelatedParty | String or null | Related party linkage |\n| titleTotalReference | String or null | Title total reference |\n| titleVolumeNumber | String or null | Title volume number |\n| valuations | Array of Objects | Property valuations |\n\n---\n\n### Address Object\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| country | String | Country name |\n| id | Number | Address ID |\n| postCode | String | Postal code |\n| state | String | State or region |\n| streetLine1 | String | Street line 1 |\n| streetLine2 | String or null | Street line 2 (optional) |\n| suburb | String | Suburb |\n\n---\n\n### CGTList Array\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| amount | Number | CGT amount |\n| costBase | Number | Cost base |\n| costElement | Number or null | Cost element (optional) |\n| date | String (Date) | Relevant date |\n| description | String | Description |\n| id | Number or null | CGT record ID (optional) |\n| reducedCostBase | Number or null | Reduced cost base (optional) |\n\n---\n\n### Documents Array\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| attachedFileLink | String | Link to attached file |\n| category | String | Document category |\n| id | Number | Document ID |\n| investValueId | Number | Investment value ID |\n\n---\n\n### Leases Array\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| id | Number | Lease ID |\n| startDate | String (Date) | Lease start date |\n| endDate | String (Date) | Lease end date |\n| leaseOptionExpiry | String or null | Lease option expiry (optional) |\n\n---\n\n### TAccount Object\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| code | String | Account code |\n| id | Number | Account ID |\n| name | String | Account name |\n| parentAccount | Object or null | Parent account info (if any) |\n\n---\n\n### TAccount.parentAccount Object\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| code | String | Parent account code |\n| id | Number | Parent account ID |\n| name | String | Parent account name |\n| parentAccount | null | Always null (top level) |\n\n---\n\n### Valuations Array\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| id | Number | Valuation record ID |\n| readOnly | Boolean | Is valuation read-only |\n| source | String | Valuation source |\n| updateDate | String (Date) | Last update date |\n| value | Number | Valuation amount |"},"response":[{"id":"d6992d1b-084b-4014-b459-dd1f5d7817da","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/sf/funds/:fundid/properties","host":["{{baseUrl}}"],"path":["sf","funds",":fundid","properties"],"variable":[{"key":"fundid","value":"{{fundId}}","description":"Fund/entity id"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Wed, 18 Dec 2019 01:51:21 GMT"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Transfer-Encoding","value":"chunked"},{"key":"Connection","value":"keep-alive"},{"key":"Server","value":"nginx"},{"key":"X-Rate-Daily-Limit-Remaining","value":"-1"},{"key":"vary","value":"accept-encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"X-Content-Type-Options","value":"nosniff"},{"key":"Content-Security-Policy","value":"frame-ancestors 'self' staging.sf360.com.au"},{"key":"X-Frame-Options","value":"ALLOW-FROM https://staging.sf360.com.au"}],"cookie":[],"responseTime":null,"body":"[\n {\n \"address\": {\n \"country\": \"AUSTRALIA\",\n \"id\": 3532905,\n \"postCode\": \"3076\",\n \"state\": \"VICTORIA\",\n \"streetLine1\": \"60 Deveny Rd\",\n \"streetLine2\": null,\n \"suburb\": \"Epping\"\n },\n \"bareTrustName\": null,\n \"cgtList\": [\n {\n \"amount\": 10000000,\n \"costBase\": 10000000,\n \"costElement\": null,\n \"date\": \"2024-04-01\",\n \"description\": \"\",\n \"id\": null,\n \"reducedCostBase\": null\n }\n ],\n \"derivedPropertyName\": \"60 Deveny Rd, Epping, VIC 3076 AU\",\n \"derivedPropertyType\": \"Australian - Residential\",\n \"disposalManualAmount\": null,\n \"disposalStatus\": null,\n \"documents\": [],\n \"id\": 31640,\n \"ignored\": false,\n \"insurancePremium\": null,\n \"insuranceProvider\": null,\n \"lastRentalAppraisalDate\": null,\n \"leases\": [],\n \"noAddressName\": null,\n \"purchaseDate\": null,\n \"purchasePrice\": null,\n \"taccount\": {\n \"code\": \"COSTCO_EPPING\",\n \"id\": 222338415825,\n \"name\": \"60 Deveny Rd, Epping VIC 3076, Australia\",\n \"parentAccount\": {\n \"code\": \"77200\",\n \"id\": 156,\n \"name\": \"Real Estate Properties (Australian - Residential)\",\n \"parentAccount\": null\n }\n },\n \"titleFolioNumber\": null,\n \"titleLinkedToRelatedParty\": null,\n \"titleTotalReference\": null,\n \"titleVolumeNumber\": null,\n \"valuations\": []\n },\n {\n \"address\": {\n \"country\": \"AUSTRALIA\",\n \"id\": 3532906,\n \"postCode\": \"3194\",\n \"state\": \"VICTORIA\",\n \"streetLine1\": \"8 Chifley Dr\",\n \"streetLine2\": null,\n \"suburb\": \"Moorabbin Airport\"\n },\n \"bareTrustName\": null,\n \"cgtList\": [\n {\n \"amount\": 1000000,\n \"costBase\": 1000000,\n \"costElement\": null,\n \"date\": \"2023-07-01\",\n \"description\": \"\",\n \"id\": null,\n \"reducedCostBase\": null\n }\n ],\n \"derivedPropertyName\": \"8 Chifley Dr, Moorabbin Airport, VIC 3194 AU\",\n \"derivedPropertyType\": \"Australian - Non Residential\",\n \"disposalManualAmount\": null,\n \"disposalStatus\": null,\n \"documents\": [],\n \"id\": 31641,\n \"ignored\": false,\n \"insurancePremium\": null,\n \"insuranceProvider\": null,\n \"lastRentalAppraisalDate\": null,\n \"leases\": [],\n \"noAddressName\": null,\n \"purchaseDate\": null,\n \"purchasePrice\": null,\n \"taccount\": {\n \"code\": \"COSTCO_MOORABBIN\",\n \"id\": 222338384707,\n \"name\": \"8 Chifley Dr, Moorabbin Airport VIC 3194, Australia\",\n \"parentAccount\": {\n \"code\": \"77250\",\n \"id\": 157,\n \"name\": \"Real Estate Properties (Australian - Non Residential)\",\n \"parentAccount\": null\n }\n },\n \"titleFolioNumber\": null,\n \"titleLinkedToRelatedParty\": null,\n \"titleTotalReference\": null,\n \"titleVolumeNumber\": null,\n \"valuations\": []\n },\n {\n \"address\": {\n \"country\": \"AUSTRALIA\",\n \"id\": 3532907,\n \"postCode\": \"3134\",\n \"state\": \"VICTORIA\",\n \"streetLine1\": \"29 Bond St\",\n \"streetLine2\": null,\n \"suburb\": \"Ringwood\"\n },\n \"bareTrustName\": null,\n \"cgtList\": [],\n \"derivedPropertyName\": \"29 Bond St, Ringwood, VIC 3134 AU\",\n \"derivedPropertyType\": \"Australian - Residential\",\n \"disposalManualAmount\": null,\n \"disposalStatus\": null,\n \"documents\": [],\n \"id\": 31642,\n \"ignored\": false,\n \"insurancePremium\": null,\n \"insuranceProvider\": null,\n \"lastRentalAppraisalDate\": null,\n \"leases\": [],\n \"noAddressName\": null,\n \"purchaseDate\": null,\n \"purchasePrice\": null,\n \"taccount\": {\n \"code\": \"COSTCO_RINGWOOD\",\n \"id\": 222338415750,\n \"name\": \"29 Bond St, Ringwood VIC 3134, Australia\",\n \"parentAccount\": {\n \"code\": \"77200\",\n \"id\": 156,\n \"name\": \"Real Estate Properties (Australian - Residential)\",\n \"parentAccount\": null\n }\n },\n \"titleFolioNumber\": null,\n \"titleLinkedToRelatedParty\": null,\n \"titleTotalReference\": null,\n \"titleVolumeNumber\": null,\n \"valuations\": []\n },\n {\n \"address\": {\n \"country\": \"AUSTRALIA\",\n \"id\": 3656532,\n \"postCode\": \"4000\",\n \"state\": \"QUEENSLAND\",\n \"streetLine1\": \"123 Eagle Street\",\n \"streetLine2\": \"\",\n \"suburb\": \"Brisbane City\"\n },\n \"bareTrustName\": null,\n \"cgtList\": [],\n \"derivedPropertyName\": \"123 Eagle Street, Brisbane City, QLD 4000 AU\",\n \"derivedPropertyType\": \"Farming Property\",\n \"disposalManualAmount\": null,\n \"disposalStatus\": null,\n \"documents\": [\n {\n \"attachedFileLink\": \"e282e276-0f85-4f3c-af7e-64132f03db27\",\n \"category\": \"Valuations\",\n \"id\": 1288,\n \"investValueId\": 57296759\n }\n ],\n \"id\": 35137,\n \"ignored\": false,\n \"insurancePremium\": null,\n \"insuranceProvider\": null,\n \"lastRentalAppraisalDate\": null,\n \"leases\": [],\n \"noAddressName\": null,\n \"purchaseDate\": null,\n \"purchasePrice\": null,\n \"taccount\": {\n \"code\": \"123EagleStreet1\",\n \"id\": 222355190127,\n \"name\": \"123 Eagle Street, Brisbane City, QLD 4000 AU\",\n \"parentAccount\": {\n \"code\": \"72350\",\n \"id\": 133,\n \"name\": \"Farming Property\",\n \"parentAccount\": null\n }\n },\n \"titleFolioNumber\": null,\n \"titleLinkedToRelatedParty\": null,\n \"titleTotalReference\": null,\n \"titleVolumeNumber\": null,\n \"valuations\": [\n {\n \"id\": 57296759,\n \"readOnly\": false,\n \"source\": \"None\",\n \"updateDate\": \"2025-06-30\",\n \"value\": 123000\n }\n ]\n },\n {\n \"address\": {\n \"country\": \"AUSTRALIA\",\n \"id\": 3656533,\n \"postCode\": \"6111\",\n \"state\": \"WESTERN_AUSTRALIA\",\n \"streetLine1\": \"1311 Brookton Highway\",\n \"streetLine2\": \"\",\n \"suburb\": \"Karragullen\"\n },\n \"bareTrustName\": null,\n \"cgtList\": [],\n \"derivedPropertyName\": \"1311 Brookton Highway, Karragullen, WA 6111 AU\",\n \"derivedPropertyType\": \"Overseas - Non Residential\",\n \"disposalManualAmount\": null,\n \"disposalStatus\": null,\n \"documents\": [],\n \"id\": 35138,\n \"ignored\": false,\n \"insurancePremium\": null,\n \"insuranceProvider\": null,\n \"lastRentalAppraisalDate\": \"2025-06-11\",\n \"leases\": [\n {\n \"endDate\": \"2023-01-01\",\n \"id\": 3173,\n \"leaseOptionExpiry\": null,\n \"startDate\": \"2000-01-01\"\n }\n ],\n \"noAddressName\": null,\n \"purchaseDate\": null,\n \"purchasePrice\": null,\n \"taccount\": {\n \"code\": \"1311BrooktonHighway\",\n \"id\": 222355190186,\n \"name\": \"1311 Brookton Highway, Karragullen, WA 6111 AU\",\n \"parentAccount\": {\n \"code\": \"77350\",\n \"id\": 159,\n \"name\": \"Real Estate Properties (Overseas - Non Residential)\",\n \"parentAccount\": null\n }\n },\n \"titleFolioNumber\": null,\n \"titleLinkedToRelatedParty\": null,\n \"titleTotalReference\": null,\n \"titleVolumeNumber\": null,\n \"valuations\": []\n }\n]"},{"id":"82603cb0-553f-44da-a24f-da1c5efc75c3","name":"Status 401","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/sf/funds/:fundid/properties","host":["{{baseUrl}}"],"path":["sf","funds",":fundid","properties"],"variable":[{"key":"fundid","value":"{{fundId}}","description":"Fund/entity id"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Wed, 18 Dec 2019 01:51:21 GMT"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Transfer-Encoding","value":"chunked"},{"key":"Connection","value":"keep-alive"},{"key":"Server","value":"nginx"},{"key":"X-Rate-Daily-Limit-Remaining","value":"-1"},{"key":"vary","value":"accept-encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"X-Content-Type-Options","value":"nosniff"},{"key":"Content-Security-Policy","value":"frame-ancestors 'self' staging.sf360.com.au"},{"key":"X-Frame-Options","value":"ALLOW-FROM https://staging.sf360.com.au"}],"cookie":[],"responseTime":null,"body":"{\n \"status\": 401,\n \"message\": \"Authentication failed\",\n \"errors\": [\n \"cannot find required url resources or you are not authorized to access the resource\"\n ]\n}"}],"_postman_id":"5229b6eb-cf9b-4ac0-af1b-14edcf0cfc4f"}],"id":"7fb538ee-432c-47aa-8ffd-4136e85e6b66","description":"Simple Fund / Simple Invest 360 initiates a property valuation by sending pre-filled data to the partner via URL. The partner completes/submits the valuation form, then uses BGL’s [Public API POST Property Valuation endpoint](https://docs.api.bgl360.com.au/#50a85287-3712-41f2-b056-87fbc95b51d5) to return the valuation amount and supporting document back into Simple Fund / Simple Invest 360.\n\n# Valuation Request Information\n\n(sent from Simple Fund / Simple Invest 360)\n\n**Description:** \nProperty valuation request sent from Simple Fund 360 to a valuation provider via URL parameters.\n\n**Availability:** \nThis integration is available by request. To receive valuation requests, contact `simpleinvest@bglcorp.com.au`.\n\n**Example URL:** \n`https://example.com/api/valuation?propertyAddress=123%20Example%20St`\n\n---\n\n## URL Parameters\n\n| Field | Example Value | Type | Notes |\n| --- | --- | --- | --- |\n| streetLine1 | Apt. 204 | String | When no formatted address is available the property name will be sent here |\n| streetLine2 | 123 Example St | String | |\n| suburb | Melbourne | String | |\n| state | VIC | String | State code (Australian states only)
\"NSW\"
, \"VIC\"
, \"QLD\"
, \"SA\"
, \"WA\"
, \"TAS\"
, \"NT\"
, \"ACT\" |\n| postcode | 3000 | String | |\n| countryCode | AU | String | ISO 3166-1 Alpha-2 code |\n| countryName | Australia | String | ISO 3166-1 country name |\n| fullAddress | Apt. 204, 123 Example St, Melbourne VIC 3000 Australia | string | Full address in single line international format
\\[Street Line 1\\], \\[Street Line 2\\], \\[Suburb\\] \\[State\\] \\[Postcode\\], \\[Country\\] |\n| propertyType | Residential | String | \"Residential\" , \"Commercial\" |\n| valuationAssessmentDate | 2025-06-30 | String (ISO 8601) | |\n| portfolioName | Example SMSF | String | Name of the portfolio the property is for |\n| portfolioType | SMSF | String | \"SMSF\"
, \"Trust\"
, \"Company\"
, \"Individual\" |\n| abn | 123132123 | Number | null |\n| firmName | Example Financial Services Pty Ltd | String | Name of the accounting firm making the request |\n| requestorName | John Doe | String | Person initiating the request |\n| requestorEmail | [example@example.com](https://mailto:example@example.com) | String | Email of the requestor |\n| smartDocsEmailAddress | [TrustNathan3024@360.uat.bglsmartdocs.com](https://mailto:TrustNathan3024@360.uat.bglsmartdocs.com) | String | Documents sent to this email will appear in SF360 |\n| callback_id | 91bb2853-9316-45d4-afd3-268963e69dc1 | String | Used in callback API (to post valuation back into SF360) |\n| totalRentalIncome | 50000 | Number , null | Rental Income for current FY |\n| lastValuationAmount | 880000 | Number , null | Last valuation amount (If present) |\n| lastValuationDate | 2024-06-30 | String (ISO 8601) | Last valuation date (If present) |\n\n---\n\n## fullAddress Format\n\n| Field | Example Value | Type | Notes |\n| --- | --- | --- | --- |\n| fullAddress | Apt. 204, 123 Example St, Melbourne VIC 3000 Australia | String | `[Street Line 1], [Street Line 2], [Suburb] [State] [Postcode], [Country]` |\n\n---\n\n## Example Request\n\n\\`\\`\\`bash \ncurl --location '[https://example.com/api/valuation?streetLine1=Apt.%20204&streetLine2=123%20Example%20St&suburb=Melbourne&state=VIC&postcode=3000&countryCode=AU&countryName=Australia&propertyType=Residential&valuationAssessmentDate=2025-06-30&portfolioName=Example%20SMSF&portfolioType=SMSF&abn=123132123&firmName=Example%20Financial%20Services%20Pty%20Ltd&requestorName=John%20Doe&requestorEmail=example@example.com&smartDocsEmailAddress=TrustNathan3024@360.uat.bglsmartdocs.com&callback_id=91bb2853-9316-45d4-afd3-268963e69dc1&totalRentalIncome=50000&lastValuationAmount=880000&lastValuationDate=2024-06-30'](https://example.com/api/valuation?streetLine1=Apt.%20204&streetLine2=123%20Example%20St&suburb=Melbourne&state=VIC&postcode=3000&countryCode=AU&countryName=Australia&propertyType=Residential&valuationAssessmentDate=2025-06-30&portfolioName=Example%20SMSF&portfolioType=SMSF&abn=123132123&firmName=Example%20Financial%20Services%20Pty%20Ltd&requestorName=John%20Doe&requestorEmail=example@example.com&smartDocsEmailAddress=TrustNathan3024%40360.uat.bglsmartdocs.com&callback_id=91bb2853-9316-45d4-afd3-268963e69dc1&totalRentalIncome=50000&lastValuationAmount=880000&lastValuationDate=2024-06-30')\n\n\\`\\`\\`","_postman_id":"7fb538ee-432c-47aa-8ffd-4136e85e6b66"}],"id":"c356baac-2307-4f3d-8e83-c9d8b236e0b0","description":"This section lists the currently available resources for Simple Fund 360 that can be used to obtain data through the BGL API.\n\nThe Simple Fund 360 API also includes support for Simple Invest 360. The Entity Types available are:\n\n- SMSF,\n \n- Company,\n \n- Trust\n \n- Individual","event":[{"listen":"prerequest","script":{"id":"3fea36c5-026c-4d0a-ae50-ab3ad13f1abf","type":"text/javascript","exec":[""]}},{"listen":"test","script":{"id":"9045e1e2-09c7-45a4-9cef-8cf3ec4e1d35","type":"text/javascript","exec":[""]}}],"_postman_id":"c356baac-2307-4f3d-8e83-c9d8b236e0b0"},{"name":"CAS 360 (Company) Resources","item":[{"name":"General Company","item":[{"name":"List of Companies","id":"851452b8-834e-49f0-af2a-dacd4788f9c6","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"GET","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/cas/companies?offset={{offset}}&limit={{limit}}&details={{details}}","host":["{{baseUrl}}"],"path":["cas","companies"],"query":[{"key":"offset","value":"{{offset}}"},{"key":"limit","value":"{{limit}}","description":"The maximum range is 500."},{"key":"details","value":"{{details}}","description":"enabling this option will display Annual Review Date, Annual Review Status, Annual Review Status Date, ASIC agent number and labels for all the companies."}]},"description":"Gets a list of all non-deleted companies which the user has access to.\n\n### Query Parameters\n\n| Form Parameter | type | Mandatory | Description |\n| --- | --- | --- | --- |\n| offset | number | Required | Example = 0 |\n| limit | number | Required | Example = 500 |\n| details | String | Optional | Example = true |\n\n### Response Body\n\nReturns a list containing object as defined below\n\n| Key | Datatype | Mandatory | Constraints |\n| --- | --- | --- | --- |\n| id | String | Yes | |\n| name | String | Yes | |\n| number | String | No | Must be a valid ACN |\n| incorporationDate | String | No | ISO 8601 date [https://en.wikipedia.org/wiki/ISO_8601](https://en.wikipedia.org/wiki/ISO_8601) |\n| annualReviewDate | String | No | ISO 8601 date [https://en.wikipedia.org/wiki/ISO_8601](https://en.wikipedia.org/wiki/ISO_8601businessNumberNumberNoABN) |\n| businessNumber | Number | No | ABN / NZBN |\n| registrationState | String | No | Must be one of 'ACT'/'NSW'/'VIC'/'QLD'/'SA'/'WA'/'TAS'/'NT' |\n| jurisdiction | String | Yes | Currently only 'Australia' is allowed |\n| type | Object | No | See table below |\n| agentId | Number | No | |\n| registered | boolean | Yes | false companies will show up in company registrations |\n\n**type object**\n\nNote: Within Australia, only certain combinations of companyType, companyClass and companySubClass are valid\n\n| Key | Datatype | Mandatory | Constraints |\n| --- | --- | --- | --- |\n| companyType | String | Yes | Must be one of 'Small Proprietary'/'Large Proprietary'/'Public Company' |\n| companyClass | String | Yes | Must be one of 'Limited by Shares'/'Limited by Guarantee'/'Limited by Shares and Guarantee'/'Unlimited'/'No Liability' |\n| companySubClass | String | Yes | Must be one of 'None'/'Superannuation Trustee Company'/'Non Profit Company'/'Home Unit Company'/'Listed'/'Unlisted'/'Section 150 License'/'Unlisted Non Profit |\n\n**details object** (Optional Paramter)\n\n| Key | Datatype | Mandatory | Constraints |\n| --- | --- | --- | --- |\n| asicAgentNumber | String | No | |\n| annualReviewStatus | String | Yes | |\n| annualReviewStatusDate | String | No | ISO 8601 date [https://en.wikipedia.org/wiki/ISO_8601](https://en.wikipedia.org/wiki/ISO_8601) |\n| labels | String\\[\\] | No | Name of labels associated with the company |\n\n**Additional keys**\n\n| Key | Datatype | Mandatory | Constraints |\n| --- | --- | --- | --- |\n| offset | Number | Yes | |\n| limit | Number | Yes | |\n| total | Number | Yes | |"},"response":[{"id":"0760708f-fc96-47d3-b2db-5162fec0f134","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/cas/companies?offset={{offset}}&limit={{limit}}&details={{details}}","host":["{{baseUrl}}"],"path":["cas","companies"],"query":[{"key":"offset","value":"{{offset}}"},{"key":"limit","value":"{{limit}}"},{"key":"details","value":"{{details}}"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"companies\": [\n {\n \"agentId\": 9,\n \"annualReviewDate\": \"2018-10-03\",\n \"businessNumber\": null,\n \"details\": {\n \"annualReviewStatus\": \"PROCESSED\",\n \"annualReviewStatusDate\": null,\n \"asicAgentNumber\": null,\n \"labels\": []\n },\n \"id\": \"1f2ccd6c-7c24-42ca-8cf2-496d7b112cea\",\n \"incorporationDate\": \"2017-10-02\",\n \"jurisdiction\": \"Australia\",\n \"name\": \"Jasmine's Sour Ale Proprietary Limited\",\n \"number\": \"000000113\",\n \"registrationState\": \"VIC\",\n \"registered\": true,\n \"type\": {\n \"companyClass\": \"Limited by Shares\",\n \"companySubClass\": \"None\",\n \"companyType\": \"Small Proprietary\"\n }\n },\n {\n \"agentId\": 9,\n \"annualReviewDate\": \"2018-10-04\",\n \"businessNumber\": null,\n \"details\": {\n \"annualReviewStatus\": \"PROCESSED\",\n \"annualReviewStatusDate\": null,\n \"asicAgentNumber\": null,\n \"labels\": []\n },\n \"id\": \"26568029-fb4c-4ade-ad5b-ce6508c0329f\",\n \"incorporationDate\": \"2017-10-04\",\n \"jurisdiction\": \"Australia\",\n \"name\": \"Menoetius - Hestia Group Pty. Limited.\",\n \"number\": \"000000019\",\n \"registrationState\": \"ACT\",\n \"registered\": true,\n \"type\": {\n \"companyClass\": \"Limited by Shares\",\n \"companySubClass\": \"None\",\n \"companyType\": \"Small Proprietary\"\n }\n }\n ],\n \"limit\": 500,\n \"offset\": 0,\n \"total\": 2\n}"}],"_postman_id":"851452b8-834e-49f0-af2a-dacd4788f9c6"},{"name":"Company Debt (All Companies)","id":"98a009ab-2250-451e-abc7-836a88215300","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"GET","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/cas/companies/debts?offset={{offset}}&limit={{limit}}","host":["{{baseUrl}}"],"path":["cas","companies","debts"],"query":[{"key":"offset","value":"{{offset}}","description":"Required | Example = 0 "},{"key":"limit","value":"{{limit}}","description":" Required | Example = 500"}]},"description":"This endpoint is based on the logic used in the Company Debt alert on the Companies screen. It will return the Company Debt Status for each company. \n\n### Query Parameters\n\n| Form Parameter | type | Mandatory | Description |\n| -------- | -------- | -------- | -------- |\n| offset | number | Required | Example = 0 |\n| limit | number | Required | Example = 500 |\n\n### Response Body\n| Key | Type | Description |\n| -------- | -------- | -------- |\n| companyId | String | existing Company Id |\n| debtNowDue | number | debt currently due |\n| futureDebt | number | debt that has greater than 30 days before the due date |\n| overdue0to30 | number | amounts overdue by 0-30 days |\n| overdue31to60 | number | amounts overdue by 31-60 days |\n| overdue61to90 | number | amounts overdue by 61-90 days |\n| overdue90 | number | amounts overdue by over 90 days |\n| totalOwing | number | Text | total amount owing to ASIC |"},"response":[{"id":"838c2406-b0c0-4915-a60b-0469c6d35ea0","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/cas/companies/debts?offset=0&limit=500","host":["{{baseUrl}}"],"path":["cas","companies","debts"],"query":[{"key":"offset","value":"0"},{"key":"limit","value":"500"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"companyDebts\": [\n {\n \"companyId\": \"00c5cda8-a3ce-44a1-a7f4-02792f320bb2\",\n \"debtNowDue\": 1123123,\n \"futureDebt\": 0,\n \"overdue0to30\": 0,\n \"overdue31to60\": 0,\n \"overdue61to90\": 0,\n \"overdue90\": 0,\n \"totalOwing\": 1123123\n },\n {\n \"companyId\": \"0750ce41-53a7-49f4-9ddc-bfbe32099784\",\n \"debtNowDue\": 0,\n \"futureDebt\": 0,\n \"overdue0to30\": 482,\n \"overdue31to60\": 0,\n \"overdue61to90\": 323,\n \"overdue90\": 844,\n \"totalOwing\": 1649\n }\n ],\n \"limit\": 2,\n \"offset\": 0,\n \"total\": 2\n}\n"}],"_postman_id":"98a009ab-2250-451e-abc7-836a88215300"},{"name":"Create new company","id":"9056e3a7-4831-4430-aa2e-34bd97c3fb33","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"name\": \"{{name}}\",\n \"number\": \"{{number}}\",\n \"incorporationDate\": \"{{incorporationDate}}\",\n \"annualReviewDate\": \"{{annualReviewDate}}\",\n \"registrationState\": \"{{registrationState}}\",\n \"jurisdiction\": \"{{jurisdiction}}\",\n \"registered\": true,\n \"type\": {\n \"companyClass\": \"{{companyClass}}\",\n \"companySubClass\": \"{{companySubClass}}\",\n \"companyType\": \"{{companyType}}\"\n }\n}"},"url":"{{baseUrl}}/companies","description":"Steps to create a new company in CAS 360.\n\n1. [Create new company](https://docs.api.bgl360.com.au/?version=latest#2c3acc97-803f-4fb8-8ebd-32296c55bf8e). This will create the basic details for the company and return a companyId which can be used for adding further details.\n2. [Create Address](https://docs.api.bgl360.com.au/?version=latest#c2a5a9b1-4f78-474a-8344-50c79a10e655). Creates an address in CAS 360 and returns an addressId. If the address already exists, the existing addressId will be returned.\n3. [Create Company Address](https://docs.api.bgl360.com.au/?version=latest#cca407dd-d840-4782-b837-7251cfd96062). Attach a new address to a CompanyId using adn AddressId. This includes Registered Office, Address, Business Address, Postal Address or Meeting Address.\n4. [Create Contact](https://docs.api.bgl360.com.au/?version=latest#f36561e5-8286-458e-bf06-05e9411a004e). Creates a contact (officer, member, beneficial owner) in CAS 360 and returns a ContactId. If such contact already exists, the existing contactId will be returned without being modified.\n5. [Create Company Officer](https://docs.api.bgl360.com.au/?version=latest#365630b5-5da2-43f9-acb6-87280f981d7a). Create a company officer (Director or Secretary) using a ContactId.\n6. [Create new share transaction](https://docs.api.bgl360.com.au/?version=latest#6587aad4-0fe7-4bdb-9754-6afa40e6f113). Create new share transaction for a given company.\n \n\n### Request Body\n\n| Key | Datatype | Mandatory | Constraints |\n| --- | --- | --- | --- |\n| name | String | Yes | |\n| number | String | No | Must be a valid ACN if jurisdiction is 'Australia'. Must be a valid NZCN if jurisdiction is 'New Zealand'.' |\n| incorporationDate | String | Yes | ISO 8601 date [https://en.wikipedia.org/wiki/ISO_8601](https://en.wikipedia.org/wiki/ISO_8601) |\n| annualReviewDate | String | Yes | ISO 8601 date [https://en.wikipedia.org/wiki/ISO_8601](https://en.wikipedia.org/wiki/ISO_8601). This should be equal to incorporationDate + 12 months |\n| businessNumber | Number | No | ABN / NZBN |\n| registrationState | String | No | Must be one of 'ACT'/'NSW'/'VIC'/'QLD'/'SA'/'WA'/'TAS'/'NT' |\n| jurisdiction | String | Yes | Currently only 'Australia' is allowed |\n| type | Object | No | See table below |\n| agentId | String | No | |\n| registered | boolean | No | False will be an unregistered company, if not specified will default to true |\n\n**type object**\n\nNote: Within Australia, only certain combinations of companyType, companyClass and companySubClass are valid\n\n| Key | Datatype | Mandatory | Constraints |\n| --- | --- | --- | --- |\n| companyType | String | Yes | Must be one of 'Small Proprietary'/'Large Proprietary'/'Public Company' |\n| companyClass | String | Yes | Must be one of 'Limited by Shares'/'Limited by Guarantee'/'Limited by Shares and Guarantee'/'Unlimited'/'No Liability' |\n| companySubClass | String | Yes | Must be one of 'None'/'Superannuation Trustee Company'/'Non Profit Company'/'Home Unit Company'/'Listed'/'Unlisted'/'Section 150 License'/'Unlisted Non Profit |"},"response":[{"id":"995237ea-e567-4c88-b3a6-ea791f88a0d5","name":"Status 201","originalRequest":{"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"name\": \"Test company ABC Pty Ltd\",\n \"number\": \"550593336\",\n \"incorporationDate\": \"2016-12-18\",\n \"annualReviewDate\": \"2017-12-03\",\n \"businessNumber\": \"123\",\n \"registrationState\": \"VIC\",\n \"jurisdiction\": \"Australia\",\n \"registered\": true,\n \"type\": {\n \"companyClass\": \"Limited by Shares\",\n \"companySubClass\": \"None\",\n \"companyType\": \"Small Proprietary\"\n }\n}"},"url":"{{baseUrl}}/companies"},"status":"Created","code":201,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"agentId\": null,\n \"annualReviewDate\": \"2017-12-03\",\n \"businessNumber\": \"123\",\n \"id\": \"ef921aa4-b0f8-4ddd-a5b2-fb97fc9255f8\",\n \"incorporationDate\": \"2016-12-18\",\n \"jurisdiction\": \"Australia\",\n \"name\": \"Test company ABC Pty Ltd\",\n \"number\": \"550593336\",\n \"registrationState\": \"VIC\",\n \"registered\": true,\n \"type\": {\n \"companyClass\": \"Limited by Shares\",\n \"companySubClass\": \"None\",\n \"companyType\": \"Small Proprietary\"\n }\n}"}],"_postman_id":"9056e3a7-4831-4430-aa2e-34bd97c3fb33"},{"name":"Delete Company","id":"f413ca5c-31f8-437a-b4db-5b5d93eb7c99","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"DELETE","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/companies/:companyId","host":["{{baseUrl}}"],"path":["companies",":companyId"],"variable":[{"key":"companyId","value":"{{companyId}}","description":"[Required]"}]},"description":"Deletes (archives) the selected company\n"},"response":[{"id":"927b3eef-ff21-47ad-93ef-d3a19fa2e34b","name":"Status 200","originalRequest":{"method":"DELETE","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":"{{baseUrl}}/companies/550593336"},"status":"OK","code":200,"_postman_previewlanguage":"text","header":[{"key":"Content-Type","value":"text/plain"}],"cookie":[],"responseTime":null,"body":""}],"_postman_id":"f413ca5c-31f8-437a-b4db-5b5d93eb7c99"},{"name":"Labels","id":"386f0f74-1b08-4492-8fd9-3aa68b9de402","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[],"url":{"raw":"{{baseurl}}/cas/labels/?offset={{offset}}&limit={{limit}}","host":["{{baseurl}}"],"path":["cas","labels",""],"query":[{"key":"offset","value":"{{offset}}","description":"number | Required | Example = 0 |"},{"key":"limit","value":"{{limit}}","description":"number | Required | Example = 500 |"}]},"description":"Returns all Labels in CAS360. Labels are used in CAS 360 to group companies or trusts together for quick selection and reporting purposes. \n\n ### Response Body\n\n| Key| Type |Description |\n| -------- | -------- | -------- |\n| id | Number | The Id of the label |\n| name | String | The name of the label |"},"response":[{"id":"e0c41979-31fb-4419-ba48-4939f4c2dbb9","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"Bearer {{token}}","type":"text"}],"url":{"raw":"{{base_url}}/cas/labels/?offset=0&limit=800","host":["{{base_url}}"],"path":["cas","labels",""],"query":[{"key":"offset","value":"0","description":"number | Required | Example = 0 |"},{"key":"limit","value":"800","description":"number | Required | Example = 500 |"}]}},"_postman_previewlanguage":"Text","header":null,"cookie":[],"responseTime":null,"body":"{\n \"labels\": [\n {\n \"id\": 1,\n \"name\": \"SMSF Corportae Trustees\"\n },\n {\n \"id\": 2,\n \"name\": \"Peter Johnson\"\n },\n {\n \"id\": 3,\n \"name\": \"Lilly Deteriore\"\n }\n ],\n \"offset\": 0,\n \"limit\": 500,\n \"total\": 3\n}"}],"_postman_id":"386f0f74-1b08-4492-8fd9-3aa68b9de402"},{"name":"List of Companies by Label ID","id":"a5e2fca9-1902-4cc3-ad33-c558e1120f3a","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."}],"url":{"raw":"{{baseUrl}}/cas/labels/{{labelId}}/companies?offset={{offset}}&limit={{limit}}","host":["{{baseUrl}}"],"path":["cas","labels","{{labelId}}","companies"],"query":[{"key":"offset","value":"{{offset}}","description":"number | Required | Example = 0 |"},{"key":"limit","value":"{{limit}}","description":"number | Required | Example = 500 |"}]},"description":"Returns a list of all companies which the user has access to and are assigned to the label in the query. \n\n### Query Parameters\n\n| Form Parameter | type | Mandatory | Description |\n| -------- | -------- | -------- | -------- |\n| offset | number | Required | Example = 0 |\n| limit | number | Required | Example = 500 |\n\n\n\n\n### Response Body\n\nReturns a list containing object as defined below\n\n| Key | Datatype | Mandatory | Constraints |\n| ----------------- | -------- | --------- | ----------------------------------------------------------- |\n| id | String | Yes | |\n| name | String | Yes | |\n| number | String | No | Must be a valid ACN |\n| incorporationDate | String | No | ISO 8601 date https://en.wikipedia.org/wiki/ISO_8601 |\n| annualReviewDate | String | No | ISO 8601 date https://en.wikipedia.org/wiki/ISO_8601 |\n| registrationState | String | No | Must be one of 'ACT'/'NSW'/'VIC'/'QLD'/'SA'/'WA'/'TAS'/'NT' |\n| jurisdiction | String | Yes | Currently only 'Australia' is allowed |\n| type | Object | No | See table below |\n| agentId | Number | No | |\n| registered | boolean | Yes | false companies will show up in company registrations |\n\n\n**type object**\n\nNote: Within Australia, only certain combinations of companyType, companyClass and companySubClass are valid\n\n| Key | Datatype | Mandatory | Constraints |\n| --------------- | -------- | --------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------- |\n| companyType | String | Yes | Must be one of 'Small Proprietary'/'Large Proprietary'/'Public Company' |\n| companyClass | String | Yes | Must be one of 'Limited by Shares'/'Limited by Guarantee'/'Limited by Shares and Guarantee'/'Unlimited'/'No Liability' |\n| companySubClass | String | Yes | Must be one of 'None'/'Superannuation Trustee Company'/'Non Profit Company'/'Home Unit Company'/'Listed'/'Unlisted'/'Section 150 License'/'Unlisted Non Profit | |\n |"},"response":[{"id":"629bccdf-93d8-46e1-9e89-948a23946ff6","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/cas/labels/3/companies?offset=0&limit=500","host":["{{baseUrl}}"],"path":["cas","labels","3","companies"],"query":[{"key":"offset","value":"0","description":"number | Required | Example = 0 |"},{"key":"limit","value":"500","description":"number | Required | Example = 500 |"}]}},"_postman_previewlanguage":"Text","header":null,"cookie":[],"responseTime":null,"body":"{\n \"companies\": [\n {\n \"id\": \"76f84d29-e9c6-4a6f-aa39-f2e26572688a\",\n \"name\": \"My Company Pty Ltd\",\n \"number\": \"111111114\",\n \"agentId\": null,\n \"incorporationDate\": \"2018-11-29\",\n \"annualReviewDate\": \"2019-11-29\",\n \"type\": {\n \"companyType\": \"Small Proprietary\",\n \"companyClass\": \"Limited by Shares\",\n \"companySubClass\": \"None\"\n },\n \"jurisdiction\": \"Australia\",\n \"registrationState\": \"ACT\",\n \"registered\": true\n },\n {\n \"id\": \"022154b9-ce7c-4814-9c8b-11b7d0c1f076\",\n \"name\": \"MSF Enterprise Pty Ltd\",\n \"number\": \"111111114\",\n \"agentId\": 1022,\n \"incorporationDate\": \"2010-01-01\",\n \"annualReviewDate\": \"2019-01-01\",\n \"type\": {\n \"companyType\": \"Public Company\",\n \"companyClass\": \"Limited by Shares\",\n \"companySubClass\": \"None\"\n },\n \"jurisdiction\": \"Australia\",\n \"registrationState\": \"ACT\",\n \"registered\": true\n }\n],\n \"offset\": 0,\n \"limit\": 500,\n \"total\": 2\n}"}],"_postman_id":"a5e2fca9-1902-4cc3-ad33-c558e1120f3a"}],"id":"b89e1a91-b3bd-4164-8a60-38ec9450a989","_postman_id":"b89e1a91-b3bd-4164-8a60-38ec9450a989"},{"name":"Global Addresses","item":[{"name":"List of Addresses","id":"30044467-c19a-4baf-86f2-9b83acbe24b1","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"GET","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/addresses?offset={{offset}}&limit={{limit}}","host":["{{baseUrl}}"],"path":["addresses"],"query":[{"key":"offset","value":"{{offset}}","description":"number | Required | Example = 0"},{"key":"limit","value":"{{limit}}","description":"number | Required | Example = 500"}]},"description":"Returns the list of all addresses for a firm\n\n### Query Parameters\n\n| Form Parameter | type | Mandatory | Description |\n| -------- | -------- | -------- | -------- |\n| offset | number | Required | Example = 0 |\n| limit | number | Required | Example = 500 |\n\n\n### Response Body\n \n **Body**\n\nReturns a list containing objects as described below\n\n| Key | Datatype | Mandatory | Comments/ Constraints |\n| ----------- | -------- | --------- | ---------------------------------------------------------------------------------------------------------------- |\n| block | string | No | Singapore only |\n| buildingEstate | strings | No |Singapore only |\n| careOf | string | No | |\n| country | String | Yes | [ISO 3166 country code/name](https://en.wikipedia.org/wiki/ISO_3166) |\n| id | Number | Yes | |\n| levelFloor | string | No |Singapore only |\n| postCode | string | Yes | |\n| state | String | Yes | If country is Australia the value must be one of 'ACT'/'NSW'/'VIC'/'QLD'/'SA'/'WA'/'TAS'/'NT'. Can also be 'Foreign' if country is not 'Australia' | | streetLine1 | String | Yes || | streetLine2 | String | No | | suburb | String | Yes || \n| unitFlat | String | No | Singapore only| \n\n**Additional keys**\n\n| Key | Datatype | Mandatory | Constraints |\n| ------ | -------- | --------- | ----------- |\n| offset | Number | Yes | |\n| limit | Number | Yes | |\n| total | Number | Yes | |"},"response":[{"id":"cf63b19c-95d5-4eee-b3b8-2519266a7082","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/addresses?offset=0&limit=500","host":["{{baseUrl}}"],"path":["addresses"],"query":[{"key":"offset","value":"0"},{"key":"limit","value":"500"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"addresses\": [\n {\n \"country\": \"AUSTRALIA\",\n \"id\": 1994,\n \"postcode\": \"3187\",\n \"state\": \"VIC\",\n \"streetLine1\": \"606 Hawthorn Road\",\n \"streetLine2\": \"\",\n \"suburb\": \"BRIGHTON EAST\"\n },\n {\n \"country\": \"AUSTRALIA\",\n \"id\": 1995,\n \"postcode\": \"3001\",\n \"state\": \"VIC\",\n \"streetLine1\": \"541 SMITH STREET\",\n \"streetLine2\": \"\",\n \"suburb\": \"MELBOURNE\"\n }\n ],\n \"limit\": 500,\n \"offset\": 0,\n \"total\": 2\n}"},{"id":"347ac09b-1cc7-46c8-850a-0bd3abdf2d26","name":"List of Addresses","originalRequest":{"method":"GET","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/addresses?offset={{offset}}&limit={{limit}}","host":["{{baseUrl}}"],"path":["addresses"],"query":[{"key":"offset","value":"{{offset}}","description":"number | Required | Example = 0"},{"key":"limit","value":"{{limit}}","description":"number | Required | Example = 500"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"x-rate-daily-limit-remaining","value":"999"},{"key":"vary","value":"accept-encoding, Accept-Encoding"},{"key":"content-type","value":"application/json;charset=UTF-8"},{"key":"date","value":"Mon, 07 Mar 2022 00:56:38 GMT"},{"key":"server","value":"BGL"},{"key":"content-encoding","value":"gzip"},{"key":"content-security-policy","value":"frame-ancestors 'self' uat.sf360.com.au"},{"key":"x-content-type-options","value":"nosniff"},{"key":"x-frame-options","value":"ALLOW-FROM https://uat.sf360.com.au"},{"key":"transfer-encoding","value":"chunked"}],"cookie":[],"responseTime":null,"body":"{\n \"addresses\": [\n {\n \"block\": null,\n \"buildingEstate\": null,\n \"careOf\": \"\",\n \"country\": \"AUSTRALIA\",\n \"id\": 929212,\n \"levelFloor\": null,\n \"postcode\": \"3187\",\n \"state\": \"VIC\",\n \"streetLine1\": \"606 Hawthorn Road\",\n \"streetLine2\": \"\",\n \"suburb\": \"BRIGHTON EAST\",\n \"unitFlat\": null\n },\n {\n \"block\": null,\n \"buildingEstate\": null,\n \"careOf\": null,\n \"country\": \"AUSTRALIA\",\n \"id\": 1274612,\n \"levelFloor\": null,\n \"postcode\": \"3000\",\n \"state\": \"VIC\",\n \"streetLine1\": \"78 Test Road\",\n \"streetLine2\": \"\",\n \"suburb\": \"MELBOURNE\",\n \"unitFlat\": null\n }\n ],\n \"limit\": 2,\n \"offset\": 0,\n \"total\": 2\n}"}],"_postman_id":"30044467-c19a-4baf-86f2-9b83acbe24b1"},{"name":"List of Addresses by IDs","id":"2f362ab9-75c4-4cbf-a5a3-9fdd6567bd91","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"GET","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"{{token}}"}],"url":{"raw":"{{baseUrl}}/addresses/:addressId","host":["{{baseUrl}}"],"path":["addresses",":addressId"],"variable":[{"key":"addressId","value":"{{addressId}}","description":"Example usage\n\n/addresses/9217\n\n/addresses/1593,99234\n\n/addresses/5432,1262,1953,3274"}]},"description":"Returns one or more addresss by given address IDs\n\n**Example usage**\n\n/addresses/9217\n\n/addresses/1593,99234\n\n/addresses/5432,1262,1953,3274\n\n### Response Body\n\nReturns a list containing objects as described below\n\n| Key | Datatype | Mandatory | Comments/ Constraints |\n| ----------- | -------- | --------- | ---------------------------------------------------------------------------------------------------------------- |\n| block | string | No | Singapore only |\n| buildingEstate | strings | No |Singapore only |\n| careOf | string | No | |\n| country | String | Yes | [ISO 3166 country code/name](https://en.wikipedia.org/wiki/ISO_3166) |\n| id | Number | Yes | |\n| levelFloor | string | No |Singapore only |\n| postCode | string | Yes | |\n| state | String | Yes | If country is Australia the value must be one of 'ACT'/'NSW'/'VIC'/'QLD'/'SA'/'WA'/'TAS'/'NT'. Can also be 'Foreign' if country is not 'Australia' | | streetLine1 | String | Yes || | streetLine2 | String | No | | suburb | String | Yes || \n| unitFlat | String | No | Singapore only|"},"response":[{"id":"3e7c8d41-66ae-42cc-a319-5add43ed0198","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":"{{baseUrl}}/addresses/"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"[\n {\n \"country\": \"AUSTRALIA\",\n \"id\": 358,\n \"postcode\": \"3000\",\n \"state\": \"VIC\",\n \"streetLine1\": \"78 Billy Street\",\n \"streetLine2\": \"\",\n \"suburb\": \"MELBOURNE\"\n },\n {\n \"country\": \"AUSTRALIA\",\n \"id\": 360,\n \"postcode\": \"3977\",\n \"state\": \"VIC\",\n \"streetLine1\": \"15 Carbine Avenue\",\n \"streetLine2\": \"\",\n \"suburb\": \"Lynbrook\"\n },\n {\n \"country\": \"AUSTRALIA\",\n \"id\": 359,\n \"postcode\": \"3977\",\n \"state\": \"VIC\",\n \"streetLine1\": \"10 Heatia Avenue\",\n \"streetLine2\": \"\",\n \"suburb\": \"Cranbourne\"\n }\n]"}],"_postman_id":"2f362ab9-75c4-4cbf-a5a3-9fdd6567bd91"},{"name":"Create Address","id":"b5933acd-4d2d-405e-a616-10aeebecb62b","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"POST","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"streetLine1\": \"{{streetLine1}}\",\n \"suburb\": \"{{suburb}}\",\n \"state\": \"{{state}}\",\n \"postcode\": \"{{postcode}}\",\n \"country\": \"{{country}}\"\n}"},"url":"{{baseUrl}}/addresses","description":"Creates one address. If such address already exists, the existing address will be returned.\n\n\n### Request Body\n \n**Body**\n\n| Key | Datatype | Mandatory | Comments/ Constraints |\n| ----------- | -------- | --------- | ---------------------------------------------------------------------------------------------------------------- |\n| block | string | No | Singapore only |\n| buildingEstate | strings | No |Singapore only |\n| careOf | string | No | |\n| country | String | Yes | [ISO 3166 country code/name](https://en.wikipedia.org/wiki/ISO_3166) |\n| id | Number | Yes | |\n| levelFloor | string | No |Singapore only |\n| postCode | string | Yes | |\n| state | String | Yes | If country is Australia the value must be one of 'ACT'/'NSW'/'VIC'/'QLD'/'SA'/'WA'/'TAS'/'NT'. Can also be 'Foreign' if country is not 'Australia' | | streetLine1 | String | Yes || | streetLine2 | String | No | | suburb | String | Yes || \n| unitFlat | String | No | Singapore only|"},"response":[{"id":"0bf937f3-7631-49cc-ad84-acca811b27b5","name":"Status 201","originalRequest":{"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"streetLine1\": \"78 Test Road\",\n \"suburb\": \"MELBOURNE\",\n \"state\": \"VIC\",\n \"postcode\": \"3000\",\n \"country\": \"AUSTRALIA\"\n}"},"url":"{{baseUrl}}/addresses"},"status":"Created","code":201,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"id\": 12345547,\n \"streetLine1\": \"78 Test Road\",\n \"suburb\": \"MELBOURNE\",\n \"state\": \"VIC\",\n \"postcode\": \"3000\",\n \"country\": \"AUSTRALIA\"\n}"}],"_postman_id":"b5933acd-4d2d-405e-a616-10aeebecb62b"},{"name":"Delete Address","id":"5b69db16-c967-4a0b-ab73-e12a2ee21d1c","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"DELETE","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/addresses/:addressId","host":["{{baseUrl}}"],"path":["addresses",":addressId"],"variable":[{"key":"addressId","value":"{{addressId}}"}]},"description":"Deletes an address for a given addressId"},"response":[{"id":"15f00eef-2c45-4b77-af10-8b1727cad15c","name":"Status 200","originalRequest":{"method":"DELETE","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":"{{baseUrl}}/addresses/9217"},"status":"OK","code":200,"_postman_previewlanguage":"text","header":[{"key":"Content-Type","value":"text/plain"}],"cookie":[],"responseTime":null,"body":"{\n \"addressId\": \"9217\",\n \"status\": \"DELETED\"\n}"}],"_postman_id":"5b69db16-c967-4a0b-ab73-e12a2ee21d1c"}],"id":"3da4f019-512b-4463-9cb7-902494dfad01","_postman_id":"3da4f019-512b-4463-9cb7-902494dfad01"},{"name":"Global Contacts","item":[{"name":"Contacts - More Details","item":[{"name":"List Contact Addresses","id":"e455e7c8-4298-450f-93ab-f6d84f2485b1","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","type":"text"}],"url":{"raw":"{{baseUrl}}/cas/contacts/{{contactId}}/addresses","host":["{{baseUrl}}"],"path":["cas","contacts","{{contactId}}","addresses"],"query":[{"key":"","value":"","type":"text","disabled":true}]},"description":"Retrieves all addresses for a Contact.\n\nStartFragment\n\n**Response Body**\n\n|

**Key**

|

**Datatype**

|

**Mandatory**

|

**Comments**

|\n| --- | --- | --- | --- |\n|

id

|

number

|

|

This is the AddressTypeId |\n|

addressType

|

string

|

Yes

|

Address Types:

\\- RESIDENTIAL_ADDRESS
\\- ALTERNATE_ADDRESS
\\- BUSINESS_ADDRESS
\\- CORRESPONDENCE_ADDRESS
\\- POSTAL_ADDRESS
\\- SERVICE_ADDRESS
\\- OTHER_ADDRESS

|\n|

effectiveDate

|

string

|

Yes

|

|\n| inUse | | | True/False |\n|

**addresses (object)**

|

|

|

|\n|

id

|

number

|

|

|\n|

country

|

string

|

Yes

|

[ISO 3166 country code/name](https://en.wikipedia.org/wiki/ISO_3166)

|\n|

block

|

string

|

No

|

Singapore only

|\n|

buildingEstate

|

string

|

No

|

Singapore only

|\n|

careOf

|

string

|

No

|

|\n|

levelFloor

|

string

|

No

|

Singapore only

|\n|

unitFlat

|

string

|

No

|

Singapore Only

|\n|

streetLine1

|

string

|

Yes

|

|\n|

streetLine2

|

string

|

No

|

|\n|

suburb

|

string

|

No

|

|\n|

postCode

|

string

|

Yes

|

|\n|

state

|

string

|

Yes

|

If country is Australia the value must be one of 'ACT'/'NSW'/'VIC'/'QLD'/'SA'/'WA'/'TAS'/'NT'. Can also be 'Foreign' if country is not 'Australia'

|\n\n**Additional Keys**\n\n|

**Key**

|

**Datatype**

|

**Mandatory**

|\n| --- | --- | --- |\n|

total

|

Number

|

Yes

|\n\nEndFragment"},"response":[{"id":"41feb207-c1d3-4403-9ae8-8688a5dfb1e1","name":"List Contact Addresses","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","type":"text"}],"url":"{{baseUrl}}/cas/contacts/{{contactId}}/addresses"},"_postman_previewlanguage":"json","header":[{"key":"Content-Type","name":"Content-Type","value":"application/json","description":"","type":"text"}],"cookie":[],"responseTime":null,"body":" {\n \"address\": {\n \"block\": null,\n \"buildingEstate\": null,\n \"careOf\": \"\",\n \"country\": \"AUSTRALIA\",\n \"id\": 1675073,\n \"levelFloor\": null,\n \"postcode\": \"3204\",\n \"state\": \"VIC\",\n \"streetLine1\": \"7 Hall Street\",\n \"streetLine2\": \"\",\n \"suburb\": \"MCKINNON\",\n \"unitFlat\": null\n },\n \"addressId\": 1675073,\n \"addressType\": \"Residential Address\",\n \"effectiveDate\": \"2022-08-25\",\n \"id\": 1614192,\n \"inUse\": true\n },\n {\n \"address\": {\n \"block\": null,\n \"buildingEstate\": null,\n \"careOf\": \"\",\n \"country\": \"AUSTRALIA\",\n \"id\": 1675110,\n \"levelFloor\": null,\n \"postcode\": \"3204\",\n \"state\": \"VIC\",\n \"streetLine1\": \"12 Maud St\",\n \"streetLine2\": \"\",\n \"suburb\": \"ORMOND\",\n \"unitFlat\": null\n },\n \"addressId\": 1675110,\n \"addressType\": \"Postal Address\",\n \"effectiveDate\": \"2023-02-23\",\n \"id\": 1677915,\n \"inUse\": true\n }"}],"_postman_id":"e455e7c8-4298-450f-93ab-f6d84f2485b1"},{"name":"Create Contact Address","id":"397737ce-f5fe-4712-a64e-6ad340e416c1","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}","type":"text"}],"body":{"mode":"raw","raw":" { \"addressType\": \"POSTAL_ADDRESS\",\r\n \"effectiveDate\": \"2022-08-25\",\r\n \"addressId\": 1675110\r\n }","options":{"raw":{"language":"json"}}},"url":{"raw":"{{baseUrl}}/cas/contacts/{{contactId}}/addresses","host":["{{baseUrl}}"],"path":["cas","contacts","{{contactId}}","addresses"],"query":[{"key":"","value":"","type":"text","disabled":true}]},"description":"Create address for a Contact.\n\n**Request Body:**\n\n|

**Key**

|

**Datatype**

|

**Mandatory**

|

**Comments**

|\n| --- | --- | --- | --- |\n|

addressType

|

string

|

Yes

|

Address Types:

\\- RESIDENTIAL_ADDRESS
\\- ALTERNATE_ADDRESS
\\- BUSINESS_ADDRESS
\\- CORRESPONDENCE_ADDRESS
\\- POSTAL_ADDRESS
\\- SERVICE_ADDRESS
\\- OTHER

|\n|

effectiveDate

|

string

|

Yes

|

|\n|

addressId

|

string

|

Yes

|

Needs to be an existing addressId

|\n\n**Response Body:**\n\n|

**Key**

|

**Datatype**

|

**Mandatory**

|

**Comments**

|\n| --- | --- | --- | --- |\n|

id

|

number

|

Yes

|

This is the addressTypeId |\n|

addressType

|

string

|

Yes

|

|\n|

effectiveDate

|

string

|

Yes

|

|\n|

addressId

|

number

|

Yes

|

|"},"response":[{"id":"9ca09c19-cb9f-4622-9570-8f354b9a5fb8","name":"Create Contact Address","originalRequest":{"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}","type":"text"}],"url":"{{baseUrl}}/cas/contacts/{{contactId}}/addresses"},"_postman_previewlanguage":"json","header":[{"key":"Content-Type","name":"Content-Type","value":"application/json","description":"","type":"text"}],"cookie":[],"responseTime":null,"body":" {\n \"address\": null,\n \"addressId\": 1675110,\n \"addressType\": \"Postal Address\",\n \"effectiveDate\": \"2022-08-25\",\n \"id\": 1677919,\n \"inUse\": false\n}"}],"_postman_id":"397737ce-f5fe-4712-a64e-6ad340e416c1"},{"name":"Update Contact Address","id":"4c92364e-590e-4302-bd3a-267c0a1fc3bf","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"PUT","header":[{"key":"Authorization","value":"bearer {{token}}","type":"text"}],"body":{"mode":"raw","raw":" { \"addressType\": \"POSTAL_ADDRESS\",\r\n \"effectiveDate\": \"2022-07-25\",\r\n \"addressId\": 1675110\r\n }","options":{"raw":{"language":"json"}}},"url":{"raw":"{{baseUrl}}/cas/contacts/{{contactId}}/addresses/{{addressTypeId}}","host":["{{baseUrl}}"],"path":["cas","contacts","{{contactId}}","addresses","{{addressTypeId}}"],"query":[{"key":"","value":"","type":"text","disabled":true}]},"description":"Create address for a Contact.\n\n**Request Body:**\n\n|

**Key**

|

**Datatype**

|

**Mandatory**

|

**Comments**

|\n| --- | --- | --- | --- |\n|

addressType

|

string

|

Yes

|

Address Types:

\\- RESIDENTIAL_ADDRESS
\\- ALTERNATE_ADDRESS
\\- BUSINESS_ADDRESS
\\- CORRESPONDENCE_ADDRESS
\\- POSTAL_ADDRESS
\\- SERVICE_ADDRESS
\\- OTHER_ADDRESS

|\n|

effectiveDate

|

string

|

Yes

|

|\n|

addressId

|

string

|

Yes

|

Needs to be an existing addressId

|\n\n**Response Body:**\n\n|

**Key**

|

**Datatype**

|

**Mandatory**

|

**Comments**

|\n| --- | --- | --- | --- |\n|

id

|

number

|

Yes

|

This is the addressTypeId |\n|

addressType

|

string

|

Yes

|

|\n|

effectiveDate

|

string

|

Yes

|

|\n|

addressId

|

number

|

Yes

|

|\n| inUse | | | true/false |"},"response":[{"id":"4abb579c-f300-44fe-a734-f7b7166fc574","name":"Update Contact Address","originalRequest":{"method":"PUT","header":[{"key":"Authorization","value":"bearer {{token}}","type":"text"}],"url":"{{baseUrl}}/cas/contacts/{{contactId}}/addresses"},"_postman_previewlanguage":"json","header":[{"key":"Content-Type","name":"Content-Type","value":"application/json","description":"","type":"text"}],"cookie":[],"responseTime":null,"body":" {\n \"address\": null,\n \"addressId\": 1675110,\n \"addressType\": \"Postal Address\",\n \"effectiveDate\": \"2022-08-25\",\n \"id\": 1677919,\n \"inUse\": false\n}"}],"_postman_id":"4c92364e-590e-4302-bd3a-267c0a1fc3bf"},{"name":"Delete Contact Address","id":"8ebe31af-57e9-40f1-aa50-d430d7177ebf","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"DELETE","header":[{"key":"Authorization","value":"bearer {{token}}","type":"text"}],"body":{"mode":"raw","raw":" { \"addressType\": \"POSTAL_ADDRESS\",\r\n \"effectiveDate\": \"2022-07-25\",\r\n \"addressId\": 1675110\r\n }","options":{"raw":{"language":"json"}}},"url":{"raw":"{{baseUrl}}/cas/contacts/{{contactId}}/addresses/{{addressTypeId}}","host":["{{baseUrl}}"],"path":["cas","contacts","{{contactId}}","addresses","{{addressTypeId}}"],"query":[{"key":"","value":"","type":"text","disabled":true}]},"description":"Delete an address for a Contact.\n\nNote, this does not delete the underlying address from the Address List, but simply removes the address from the Contact record."},"response":[{"id":"65f487cb-77cb-43a8-94fc-418ce47c50f3","name":"Update Contact Address","originalRequest":{"method":"DELETE","header":[{"key":"Authorization","value":"bearer {{token}}","type":"text"}],"url":"{{baseUrl}}/cas/contacts/{{contactId}}/addresses"},"_postman_previewlanguage":"json","header":[{"key":"Content-Type","name":"Content-Type","value":"application/json","description":"","type":"text"}],"cookie":[],"responseTime":null,"body":"{\n \"status\": \"DELETED\"\n}"}],"_postman_id":"8ebe31af-57e9-40f1-aa50-d430d7177ebf"},{"name":"List Contact Communication Details","id":"3723cc5b-f7f8-4812-9bad-47e87c94f23c","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","type":"text"}],"url":"{{baseUrl}}/cas/contacts/{{contactId}}/communications","description":"Retrieves communication details for specified Contact.\n\n### **Response Body**\n\n|

**Key**

|

**Type**

|

**Comments**

|\n| --- | --- | --- |\n|

id

|

number

|

|\n| communicationType | String | Supported types: EMAIL

FAX

PHONE

MOBILE

SKYPE |\n|

label

|

string

|

|\n|

value

|

string

|

|"},"response":[{"id":"ab1dc73e-1f8b-4320-81aa-2d0c33af0f59","name":"List Contact Communication Details","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","type":"text"}],"url":"{{baseUrl}}/cas/contacts/{{contactId}}/passports"},"_postman_previewlanguage":"json","header":[{"key":"Content-Type","name":"Content-Type","value":"application/json","description":"","type":"text"}],"cookie":[],"responseTime":null,"body":"[\n {\n \"communicationType\": \"EMAIL\",\n \"id\": 628548,\n \"label\": \"Primary Email\",\n \"value\": \"c@v.com\"\n },\n {\n \"communicationType\": \"MOBILE\",\n \"id\": 717911,\n \"label\": \"Mobile\",\n \"value\": \"0411789456\"\n }\n]"}],"_postman_id":"3723cc5b-f7f8-4812-9bad-47e87c94f23c"},{"name":"Create Contact Communication Detail","id":"b4b9c8cf-afe8-4062-bf86-053a7829d2c9","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}","type":"text"}],"body":{"mode":"raw","raw":"\r\n {\r\n \"communicationType\": \"MOBILE\",\r\n \"label\": \"Mobile\",\r\n \"value\": \"0411789456\"\r\n }\r\n","options":{"raw":{"language":"json"}}},"url":"{{baseUrl}}/cas/contacts/{{contactId}}/communications","description":"Create a set of communication details for specified Contact.\n\n### **Request Body**\n\n|

**Key**

|

**Type**

|

**Comments**

|\n| --- | --- | --- |\n|

communicationType

|

string

|

Supported types: EMAIL

FAX

PHONE

MOBILE

SKYPE |\n|

label

|

string

|

|\n|

value

|

string

|

|"},"response":[{"id":"6c30bf5e-6d0d-42db-8035-f26a3500de44","name":"Create Contact Communication Detail","originalRequest":{"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}","type":"text"}],"url":"{{baseUrl}}/cas/contacts/{{contactId}}/communications"},"_postman_previewlanguage":"json","header":[{"key":"Content-Type","name":"Content-Type","value":"application/json","description":"","type":"text"}],"cookie":[],"responseTime":null,"body":"\n[\n {\n \"communicationType\": \"EMAIL\",\n \"id\": 628548,\n \"label\": \"Primary Email\",\n \"value\": \"c@v.com\"\n },\n {\n \"communicationType\": \"MOBILE\",\n \"id\": 717911,\n \"label\": \"Mobile\",\n \"value\": \"0411789456\"\n }\n]"}],"_postman_id":"b4b9c8cf-afe8-4062-bf86-053a7829d2c9"},{"name":"Update Contact Communication Details","id":"c4fc2fd8-8042-4d4b-bd80-5be06a3deb55","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"PUT","header":[{"key":"Authorization","value":"bearer {{token}}","type":"text"}],"body":{"mode":"raw","raw":"\r\n {\r\n \"communicationType\": \"MOBILE\",\r\n \"id\": 717911,\r\n \"label\": \"Mobile\",\r\n \"value\": \"0411789456\"\r\n }","options":{"raw":{"language":"json"}}},"url":"{{baseUrl}}/cas/contacts/{{contactId}}/communications/{{communicationId}}","description":"Allows you to update communication details for a contact.\n\n### **Request Body**\n\n|

**Key**

|

**Type**

|

**Comments**

|\n| --- | --- | --- |\n|

communicationType

|

string

|

Supported types: EMAIL

FAX

PHONE

MOBILE

SKYPE |\n|

label

|

string

|

|\n|

value

|

string

|

|"},"response":[{"id":"650c0e45-c8ca-4460-8e5d-baa66f21b8c9","name":"Update Contact Communication Detail","originalRequest":{"method":"PUT","header":[{"key":"Authorization","value":"bearer {{token}}","type":"text"}],"url":"{{baseUrl}}/cas/contacts/{{contactId}}/passports"},"_postman_previewlanguage":"json","header":[{"key":"Content-Type","name":"Content-Type","value":"application/json","description":"","type":"text"}],"cookie":[],"responseTime":null,"body":" {\n \"communicationType\": \"MOBILE\",\n \"id\": 717911,\n \"label\": \"Mobile\",\n \"value\": \"0411789456\"\n }"}],"_postman_id":"c4fc2fd8-8042-4d4b-bd80-5be06a3deb55"},{"name":"Delete Contact Communication Detail","id":"a5f058df-c6ec-4dda-95a8-1378b5ee5bdd","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"DELETE","header":[{"key":"Authorization","value":"bearer {{token}}","type":"text"}],"body":{"mode":"raw","raw":"","options":{"raw":{"language":"json"}}},"url":"{{baseUrl}}/cas/contacts/{{contactId}}/communications/{{communicationId}}","description":"Delete a communication record for specified Contact."},"response":[{"id":"bdfaf6e0-6733-465d-8aff-fd9fa74c0fd5","name":"Delete Contact Communication Detail","originalRequest":{"method":"DELETE","header":[{"key":"Authorization","value":"bearer {{token}}","type":"text"}],"url":"{{baseUrl}}/cas/contacts/{{contactId}}/passports"},"_postman_previewlanguage":"json","header":[{"key":"Content-Type","name":"Content-Type","value":"application/json","description":"","type":"text"}],"cookie":[],"responseTime":null,"body":"{\n \"status\": \"DELETED\"\n}"}],"_postman_id":"a5f058df-c6ec-4dda-95a8-1378b5ee5bdd"},{"name":"List of Director ID & Other Jurisdiction ID","id":"1ddaccb5-a7bb-4dff-b135-409af258fe1e","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","type":"text"},{"key":"Content-Type","value":"application/json","type":"text"},{"key":"","value":"","type":"text"}],"url":{"raw":"{{baseUrl}}/contacts/{{contactId}}/ids","host":["{{baseUrl}}"],"path":["contacts","{{contactId}}","ids"],"query":[{"key":"addresses","value":"true","disabled":true}]},"description":"Allows you to retrieve all IDs (e.g. Director ID) for an individual contact.\n\n### **API SCOPES**\n\nThe following [API scopes](https://desktop.postman.com/?desktopVersion=9.19.0&userId=2943975&teamId=449037) can access this resource\n\n* cas_incorporator\n* bgl_partner\n \n\n### **RESPONSE ID TYPES:**\n\n* AUSTRALIAN_DIRECTOR_ID\n* CHINA_ID\n* EMPLOYMENT_PASS\n* HONG_KONG_ID\n* MACAU_ID\n* MALAY_IC\n* OTHER\n* SINGAPORE_FIN\n* SINGAPORE_NRIC_CITIZEN\n* SINGAPORE_NRIC_PR\n \n\n### RESPONSE\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| id | number | id |\n| type | String | id type.
See list of id types above. |\n| value | String | id value |"},"response":[{"id":"f1833812-4877-4c26-8188-9749fe2dab09","name":"200 - Get IDs","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."},{"key":"Content-Type","value":"application/json"}],"url":"{{baseUrl}}/contacts/{{contactId}}/ids"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Mon, 27 Apr 2020 23:54:02 GMT"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Transfer-Encoding","value":"chunked"},{"key":"Connection","value":"keep-alive"},{"key":"Server","value":"nginx"},{"key":"X-Rate-Daily-Limit-Remaining","value":"-1"},{"key":"vary","value":"accept-encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"X-Content-Type-Options","value":"nosniff"},{"key":"Content-Security-Policy","value":"frame-ancestors 'self' uat.sf360.com.au"},{"key":"X-Frame-Options","value":"ALLOW-FROM https://uat.sf360.com.au"}],"cookie":[],"responseTime":null,"body":"{\n \"ids\": [\n {\n \"id\": 3436,\n \"type\": \"AUSTRALIAN_DIRECTOR_ID\",\n \"value\": \"000000000000000\"\n },\n {\n \"id\": 3732,\n \"type\": \"OTHER\",\n \"value\": \"000000000000000\"\n }\n ]\n}"}],"_postman_id":"1ddaccb5-a7bb-4dff-b135-409af258fe1e"},{"name":"Create Director ID & Other Jurisdiction ID","id":"82c0f4ef-4124-4aa5-8116-f95209ac1c31","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}","type":"text"},{"key":"Content-Type","value":"application/json","type":"text","disabled":true}],"body":{"mode":"raw","raw":"{\r\n\"type\": \"AUSTRALIAN_DIRECTOR_ID\",\r\n\"value\": \"000000000000000\"\r\n}"},"url":"{{baseUrl}}/contacts/{{contactId}}/ids","description":"Creates one individual contact id (e.g. Director ID).\n\nREQUEST BODY\n\n| Key | Datatype | Comments |\n| --- | --- | --- |\n| id | Number | |\n| type | string | See ID TYPE list below |\n| value | string | |\n\n### **ID TYPES:**\n\n- AUSTRALIAN_DIRECTOR_ID\n \n- CHINA_ID\n \n- EMPLOYMENT_PASS\n \n- HONG_KONG_ID\n \n- MACAU_ID\n \n- MALAY_IC\n \n- OTHER\n \n- SINGAPORE_FIN\n \n- SINGAPORE_NRIC_CITIZEN\n \n- SINGAPORE_NRIC_PR\n \n\n**Note:** Please use a valid ID. A validation check will be performed during ID creation to ensure its validity."},"response":[{"id":"31dd3594-de03-44a5-94e6-1c9c6965bdca","name":"201 - Create new ID","originalRequest":{"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"type\": \"AUSTRALIAN_DIRECTOR_ID\",\n \"value\": \"000000000000000\"\n}\n"},"url":"{{baseUrl}}/contacts/{{contactId}}/ids"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Mon, 27 Apr 2020 23:54:02 GMT"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Transfer-Encoding","value":"chunked"},{"key":"Connection","value":"keep-alive"},{"key":"Server","value":"nginx"},{"key":"X-Rate-Daily-Limit-Remaining","value":"-1"},{"key":"vary","value":"accept-encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"X-Content-Type-Options","value":"nosniff"},{"key":"Content-Security-Policy","value":"frame-ancestors 'self' uat.sf360.com.au"},{"key":"X-Frame-Options","value":"ALLOW-FROM https://uat.sf360.com.au"}],"cookie":[],"responseTime":null,"body":"{\n \"id\": 4421,\n \"type\": \"AUSTRALIAN_DIRECTOR_ID\",\n \"value\": \"000000000000000\"\n}"}],"_postman_id":"82c0f4ef-4124-4aa5-8116-f95209ac1c31"},{"name":"Delete Director ID & Other Jurisdiction ID","id":"181c8ac4-cba5-4955-b326-fb120b6fd883","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"DELETE","header":[{"key":"Authorization","value":"bearer {{token}}","type":"text"},{"key":"Content-Type","value":"application/json","type":"text"},{"key":"Cookie","value":"XSRF-TOKEN=e2b65e10-fa1f-43a1-8974-f7a37103a940; api_uat_bgl360_session_id=65F3F440F921E57B59B7F493BAF2B022-n2","type":"text","disabled":true}],"url":"{{baseUrl}}/contacts/{{contactId}}/ids/{{id}}","description":"StartFragment\n\nDelete one individual contact id (e.g. Director ID).\n\nEndFragment"},"response":[{"id":"0d451932-4cbf-46cf-9dfe-73f5856afc8a","name":"200 - Delete ID","originalRequest":{"method":"DELETE","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."},{"key":"Content-Type","value":"application/json"}],"url":"{{baseUrl}}/contacts/{{contactId}}/ids/{{id}}"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Mon, 27 Apr 2020 23:54:02 GMT"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Transfer-Encoding","value":"chunked"},{"key":"Connection","value":"keep-alive"},{"key":"Server","value":"nginx"},{"key":"X-Rate-Daily-Limit-Remaining","value":"-1"},{"key":"vary","value":"accept-encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"X-Content-Type-Options","value":"nosniff"},{"key":"Content-Security-Policy","value":"frame-ancestors 'self' uat.sf360.com.au"},{"key":"X-Frame-Options","value":"ALLOW-FROM https://uat.sf360.com.au"}],"cookie":[],"responseTime":null,"body":"{\n \"directorId\": \"4421\",\n \"status\": \"DELETED\"\n}"}],"_postman_id":"181c8ac4-cba5-4955-b326-fb120b6fd883"}],"id":"fbb0bfd8-a72e-490b-b443-1dbe8156373d","_postman_id":"fbb0bfd8-a72e-490b-b443-1dbe8156373d"},{"name":"List of Contacts","id":"a20941d6-9187-4a42-b2fc-4f812f6f5da7","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"GET","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/contacts?offset={{offset}}&limit={{limit}}&relationships=false","host":["{{baseUrl}}"],"path":["contacts"],"query":[{"key":"offset","value":"{{offset}}"},{"key":"limit","value":"{{limit}}"},{"key":"relationships","value":"false","description":"[optional] response will not include relationships if parameter not used"}]},"description":"Returns the list of all contacts for a firm\n\n### Query Parameters\n\n| Form Parameter | type | Mandatory | Description |\n| --- | --- | --- | --- |\n| offset | number | Required | Example = 0 |\n| limit | number | Required | Example = 500 |\n| relationships | | Optional | True/False - Include contact relationships |\n\n### Response Body\n\nReturns a list of object as defined below\n\n| Key | Datatype | Mandatory | Constraints |\n| --- | --- | --- | --- |\n| id | Number | Yes | |\n| contactType | String | Yes | Must be one of 'People'/'Company'/Other Entity’/’Joint Member’ |\n| firstName | String | Yes | Only mandatory if the contactType is 'People' |\n| middleName | String | No | Only allowed if contactType is 'People' |\n| lastName | String | Yes | Only mandatory if the contactType is 'People' |\n| name | String | Yes | Only mandatory if the contactType is 'Company'/'Other Entity' |\n| addressId | Number | Yes | Will be ignored if the contactType is 'People'. Must be a valid existing addressId |\n| representativeIds | List of Numbers | Yes | Only mandatory if the contactType is 'Joint Member'. Can only contain contactIds of non Joint Members |\n| title | String | No | Only allowed if contactType is 'People' |\n| sex | String | No | Only allowed if contactType is 'People'. Must be one of 'Male'/'Female' |\n| email | String | No | |\n| mobile | String | No | |\n| phone1 | String | No | |\n| phone2 | String | No | |\n| taxNumber | String | No | |\n| birthday | String | No | Only allowed if contactType is 'People'. ISO 8601 date [https://en.wikipedia.org/wiki/ISO_8601](https://en.wikipedia.org/wiki/ISO_8601) |\n| birthPlace | String | No | Only allowed if contactType is 'People' |\n| birthState | String | No | Only allowed if contactType is 'People'. Must be one of 'ACT'/'NSW'/'VIC'/'QLD'/'SA'/'WA'/'TAS'/'NT'/'Foreign' |\n| birthCountry | String | No | Only allowed if contactType is 'People'. ISO 3166 country code/name [https://en.wikipedia.org/wiki/ISO_3166](https://en.wikipedia.org/wiki/ISO_3166) |\n| skype | String | No | Only allowed if contactType is 'People' |\n| companyNumber | String | No | Only allowed if the contactType is one of 'Company'/'Other Entity' |\n| businessNumber | String | No | Only allowed if the contactType is one of 'Company'/'Other Entity' |\n| placeOfIncorportaion | String | No | Only allowed if the contactType is one of 'Company'/'Other Entity'. ISO 3166 country code/name [https://en.wikipedia.org/wiki/ISO_3166](https://en.wikipedia.org/wiki/ISO_3166) |\n| incorporationDate | String | No | Only allowed if the contactType is one of 'Company'/'Other Entity'. ISO 8601 date [https://en.wikipedia.org/wiki/ISO_8601](https://en.wikipedia.org/wiki/ISO_8601) |\n| type | String | No | Only allowed if the contactType is 'Other Entity'. Must be one of ‘OTHER', 'SMSF', 'PARTNERSHIP' and 'TRUST' Wll only appear for Other Entity contacts |\n| nationality | String | No | ISO 3166 country code/name https://en.wikipedia.org/wiki/ISO_3166 e.g \"AU\" |\n| relationships | Array | No | |\n\n**Relationships array**\n\n| Key | Datatype | Comment |\n| --- | --- | --- |\n| endDate | Date | |\n| parentId | String | |\n| parentType | String | |\n| startDate | Date | |\n| type | String | |\n\n**Additional keys**\n\n| Key | Datatype | Mandatory | Constraints |\n| --- | --- | --- | --- |\n| offset | Number | Yes | |\n| limit | Number | Yes | |\n| total | Number | Yes | |"},"response":[{"id":"40655f13-23af-4323-b0dc-672ea14652da","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/contacts?offset=0&limit=500","host":["{{baseUrl}}"],"path":["contacts"],"query":[{"key":"offset","value":"0"},{"key":"limit","value":"500"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"contacts\": [\n {\n \"addressId\": 1994,\n \"birthCountry\": \"SOUTH AFRICA\",\n \"birthPlace\": \"Gregoria\",\n \"birthState\": \"Foreign\",\n \"birthday\": \"1970-07-01\",\n \"businessNumber\": null,\n \"companyNumber\": null,\n \"contactType\": \"People\",\n \"email\": null,\n \"firstName\": \"Jeevan\",\n \"id\": 3760,\n \"incorporationDate\": null,\n \"lastName\": \"Tokhi\",\n \"mobile\": null,\n \"name\": \"Jeevan Tokhi\",\n \"phone1\": null,\n \"phone2\": null,\n \"placeOfIncorporation\": null,\n \"representativeIds\": null,\n \"sex\": null,\n \"skype\": null,\n \"taxNumber\": null,\n \"title\": null,\n \"nationality\": \"AUSTRALIAN\"\n },\n {\n \"addressId\": 1995,\n \"birthCountry\": \"AUSTRALIA\",\n \"birthPlace\": \"FERNEY\",\n \"birthState\": \"QLD\",\n \"birthday\": \"1952-09-09\",\n \"businessNumber\": null,\n \"companyNumber\": null,\n \"contactType\": \"People\",\n \"email\": null,\n \"firstName\": \"John\",\n \"id\": 3761,\n \"incorporationDate\": null,\n \"lastName\": \"Smith\",\n \"mobile\": null,\n \"name\": \"John Smith\",\n \"phone1\": null,\n \"phone2\": null,\n \"placeOfIncorporation\": null,\n \"representativeIds\": null,\n \"sex\": \"Male\",\n \"skype\": null,\n \"taxNumber\": null,\n \"title\": \"Mr\",\n \"nationality\": \"AUSTRALIAN\"\n }\n ],\n \"limit\": 500,\n \"offset\": 0,\n \"total\": 2\n}"}],"_postman_id":"a20941d6-9187-4a42-b2fc-4f812f6f5da7"},{"name":"List of contacts by IDs","id":"1c717671-b3f8-4151-812c-db9c61fdde10","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","type":"text"}],"url":{"raw":"{{baseUrl}}/contacts/:contactId?relationships=false","host":["{{baseUrl}}"],"path":["contacts",":contactId"],"query":[{"key":"relationships","value":"false","description":"[optional] response will not include relationships if parameter not used"}],"variable":[{"key":"contactId","value":"{{contactId}}"}]},"description":"Returns one or more contacts by given contact IDs\n\n### Query Parameters\n\n| Form Parameter | type | Mandatory | Description |\n| --- | --- | --- | --- |\n| offset | number | Required | Example = 0 |\n| limit | number | Required | Example = 500 |\n| relationships | | Optional | True/False - Include contact relationships |\n\n### Response Body\n\nReturns a list of objects that will contain a combination of the below keys\n\n| Key | Datatype | Mandatory | Constraints |\n| --- | --- | --- | --- |\n| contactType | String | Yes | Must be one of 'People'/'Company'/Other Entity’/’Joint Member’ |\n| firstName | String | Yes | Only mandatory if the contactType is 'People' |\n| middleName | String | No | Only allowed if contactType is 'People' |\n| lastName | String | Yes | Only mandatory if the contactType is 'People' |\n| name | String | Yes | Only mandatory if the contactType is 'Company'/'Other Entity' |\n| addressId | Number | Yes | Will be ignored if the contactType is 'Joint Member'. Must be a valid existing addressId |\n| representativeIds | List of Numbers | Yes | Only mandatory if the contactType is 'Joint Member'. Can only contain contactIds of non Joint Members |\n| title | String | No | Only allowed if contactType is 'People' |\n| sex | String | No | Only allowed if contactType is 'People'. Must be one of 'Male'/'Female' |\n| email | String | No | |\n| mobile | String | No | |\n| phone1 | String | No | |\n| phone2 | String | No | |\n| taxNumber | String | No | |\n| birthday | String | No | Only allowed if contactType is 'People'. ISO 8601 date [https://en.wikipedia.org/wiki/ISO_8601](https://en.wikipedia.org/wiki/ISO_8601) |\n| birthPlace | String | No | Only allowed if contactType is 'People' |\n| birthState | String | No | Only allowed if contactType is 'People'. Must be one of 'ACT'/'NSW'/'VIC'/'QLD'/'SA'/'WA'/'TAS'/'NT'/'Foreign' |\n| birthCountry | String | No | Only allowed if contactType is 'People'. ISO 3166 country code/name [https://en.wikipedia.org/wiki/ISO_3166](https://en.wikipedia.org/wiki/ISO_3166) |\n| skype | String | No | Only allowed if contactType is 'People' |\n| companyNumber | String | No | Only allowed if the contactType is one of 'Company'/'Other Entity' |\n| businessNumber | String | No | Only allowed if the contactType is one of 'Company'/'Other Entity' |\n| placeOfIncorportaion | String | No | Only allowed if the contactType is one of 'Company'/'Other Entity'. ISO 3166 country code/name [https://en.wikipedia.org/wiki/ISO_3166](https://en.wikipedia.org/wiki/ISO_3166) |\n| incorporationDate | String | No | Only allowed if the contactType is one of 'Company'/'Other Entity'. ISO 8601 date [https://en.wikipedia.org/wiki/ISO_8601](https://en.wikipedia.org/wiki/ISO_8601) |\n| type | String | No | Only allowed if the contactType is 'Other Entity'. Must be one of ‘OTHER', 'SMSF', 'PARTNERSHIP' and 'TRUST' Wll only appear for Other Entity contacts |\n| nationality | String | No | ISO 3166 country code/name https://en.wikipedia.org/wiki/ISO_3166 e.g \"AU\" |\n| relationships | Array | No | |\n\n**Relationships array**\n\n| Key | Datatype | Comment |\n| --- | --- | --- |\n| endDate | Date | |\n| parentId | String | |\n| parentType | String | |\n| startDate | Date | |\n| type | String | |"},"response":[{"id":"f753a913-5dba-434a-b2a8-b45c46e5c8e2","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":"{{baseUrl}}/contacts/358,360,359"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","name":"Content-Type","value":"application/json","description":"","type":"text"}],"cookie":[],"responseTime":null,"body":"[\n {\n \"id\": 54,\n \"name\": \"Fancy Southern Africa Cat Council\",\n \"contactType\": \"Company\",\n \"email\": \"\",\n \"mobile\": \"\",\n \"phone1\": null,\n \"phone2\": null,\n \"taxNumber\": null,\n \"businessNumber\": null,\n \"companyNumber\": \"111111114\",\n \"addressId\": 15,\n \"representativeIds\": null,\n \"incorporationDate\": null,\n \"placeOfIncorporation\": \"AUSTRALIA\",\n \"firstName\": null,\n \"middleName\": null,\n \"lastName\": null,\n \"title\": null,\n \"sex\": null,\n \"birthday\": null,\n \"birthPlace\": null,\n \"birthState\": null,\n \"birthCountry\": null,\n \"skype\": null,\n \"nationality\": null\n },\n {\n \"id\": 555742,\n \"name\": \"Anne Smith\",\n \"contactType\": \"People\",\n \"email\": \"anne@bgglcorp.com.au\",\n \"mobile\": \"\",\n \"phone1\": null,\n \"phone2\": null,\n \"taxNumber\": null,\n \"businessNumber\": null,\n \"companyNumber\": null,\n \"addressId\": 172509,\n \"representativeIds\": null,\n \"incorporationDate\": null,\n \"placeOfIncorporation\": null,\n \"firstName\": \"Anne\",\n \"middleName\": null,\n \"lastName\": \"Smith\",\n \"title\": null,\n \"sex\": null,\n \"birthday\": \"1958-07-02\",\n \"birthPlace\": \"Phillip Island\",\n \"birthState\": \"VIC\",\n \"birthCountry\": \"AUSTRALIA\",\n \"skype\": null,\n \"nationality\": null\n }\n]"}],"_postman_id":"1c717671-b3f8-4151-812c-db9c61fdde10"},{"name":"Update Contact","id":"4d7785f1-3c11-4db4-812c-a8f2e710f3f9","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"PUT","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"\"\""},"url":{"raw":"{{baseUrl}}/contacts/:contactId","host":["{{baseUrl}}"],"path":["contacts",":contactId"],"variable":[{"key":"contactId","value":"{{contactId}}"}]},"description":"Updates contact details (non Joint-member)\n\nWill update all of the details of the contact represented by its id. Any missing details will be set to ‘null’.\n\nConstraint: contactType cannot be ‘Joint Member’\n\n### Request Body\n\n| Key | Datatype | Mandatory | Constraints |\n| --- | --- | --- | --- |\n| firstName | String | No | Only allowed if the contactType is 'People' |\n| middleName | String | No | Only allowed if contactType is 'People' |\n| lastName | String | No | Only allowed if the contactType is 'People' |\n| name | String | No | Only allowed if the contactType is 'Company'/'Other Entity' |\n| addressId | Number | No | Only allowed if the contactType is 'People'. Must be a valid existing addressId |\n| title | String | No | Only allowed if the contactType is 'People' |\n| sex | String | No | Only allowed if the contactType is 'People'. Must be one of 'Male'/'Female' |\n| email | String | No | |\n| mobile | String | No | |\n| phone1 | String | No | |\n| phone2 | String | No | |\n| taxNumber | String | No | |\n| birthday | String | No | Only allowed if contactType is 'People'. ISO 8601 date [https://en.wikipedia.org/wiki/ISO_8601](https://en.wikipedia.org/wiki/ISO_8601) |\n| birthPlace | String | No | Only allowed if contactType is 'People' |\n| birthState | String | No | Only allowed if contactType is 'People'. Must be one of 'ACT'/'NSW'/'VIC'/'QLD'/'SA'/'WA'/'TAS'/'NT'/'Foreign' |\n| birthCountry | String | No | Only allowed if contactType is 'People'. ISO 3166 country code/name [https://en.wikipedia.org/wiki/ISO_3166](https://en.wikipedia.org/wiki/ISO_3166) |\n| skype | String | No | Only allowed if contactType is 'People' |\n| businessNumber | String | No | Only allowed if the contactType is 'Company' |\n| placeOfIncorportaion | String | No | Only allowed if the contactType is 'Company'. ISO 3166 country code/name [https://en.wikipedia.org/wiki/ISO_3166](https://en.wikipedia.org/wiki/ISO_3166) |\n| incorporationDate | String | No | Only allowed if the contactType is 'Company'. ISO 8601 date [https://en.wikipedia.org/wiki/ISO_8601](https://en.wikipedia.org/wiki/ISO_8601) |\n| nationality | String | No | ISO 3166 country code/name https://en.wikipedia.org/wiki/ISO_3166 e.g \"AU\" |"},"response":[{"id":"5ed82fe1-3c39-4dcb-a5b0-4449e3a615c8","name":"Status 200","originalRequest":{"method":"PUT","header":[{"key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"\"\""},"url":"{{baseUrl}}/contacts/"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"firstName\": \"John\",\n \"lastName\": \"Doe\",\n \"contactType\": \"People\",\n \"addressId\": \"172843\",\n \"title\": \"Mr\",\n \"sex\": \"Male\",\n \"email\": \"johndoe@mail.com\",\n \"mobile\": \"0498111111\",\n \"phone1\": \"51643726\",\n \"phone2\": \"71726354\",\n \"taxNumber\": \"49938271\",\n \"birthday\": \"1987-12-25\",\n \"birthPlace\": \"Macdeon\",\n \"birthState\": \"VIC\",\n \"birthCountry\": \"Australia\",\n \"nationality\": null\n}"}],"_postman_id":"4d7785f1-3c11-4db4-812c-a8f2e710f3f9"},{"name":"Update Contact","id":"3c548c43-fed7-402b-904a-4bc95c155237","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"PATCH","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\r\n \"addressId\": 1675073,\r\n \"birthCountry\": \"AUSTRALIA\",\r\n \"birthPlace\": \"CLAYTON\",\r\n \"birthState\": \"VIC\",\r\n \"birthday\": \"2001-08-01\",\r\n \"businessNumber\": \"\",\r\n \"companyNumber\": null,\r\n \"contactType\": \"People\",\r\n \"email\": \"c@v.com\",\r\n \"firstName\": \"Christian\",\r\n \"id\": 1941877,\r\n \"incorporationDate\": null,\r\n \"lastName\": \"Vieri\",\r\n \"middleName\": \"\",\r\n \"mobile\": null,\r\n \"name\": \"Christian Vieri\",\r\n \"nationality\": null,\r\n \"phone1\": null,\r\n \"phone2\": null,\r\n \"placeOfIncorporation\": null,\r\n \"representativeIds\": null,\r\n \"sex\": null,\r\n \"skype\": null,\r\n \"taxNumber\": \"\",\r\n \"title\": null\r\n}"},"url":{"raw":"{{baseUrl}}/contacts/:contactId","host":["{{baseUrl}}"],"path":["contacts",":contactId"],"variable":[{"key":"contactId","value":"{{contactId}}"}]},"description":"Updates contact details (non Joint-member)\n\nWill update all of the details of the contact represented by its id. Any missing details will NOT be updated.\n\nConstraint: contactType cannot be ‘Joint Member’\n\n### Request Body\n\n| Key | Datatype | Mandatory | Constraints |\n| --- | --- | --- | --- |\n| firstName | String | No | Only allowed if the contactType is 'People' |\n| middleName | String | No | Only allowed if contactType is 'People' |\n| lastName | String | No | Only allowed if the contactType is 'People' |\n| name | String | No | Only allowed if the contactType is 'Company'/'Other Entity' |\n| addressId | Number | No | Only allowed if the contactType is 'People'. Must be a valid existing addressId |\n| title | String | No | Only allowed if the contactType is 'People' |\n| sex | String | No | Only allowed if the contactType is 'People'. Must be one of 'Male'/'Female' |\n| email | String | No | |\n| mobile | String | No | |\n| phone1 | String | No | |\n| phone2 | String | No | |\n| taxNumber | String | No | |\n| birthday | String | No | Only allowed if contactType is 'People'. ISO 8601 date [https://en.wikipedia.org/wiki/ISO_8601](https://en.wikipedia.org/wiki/ISO_8601) |\n| birthPlace | String | No | Only allowed if contactType is 'People' |\n| birthState | String | No | Only allowed if contactType is 'People'. Must be one of 'ACT'/'NSW'/'VIC'/'QLD'/'SA'/'WA'/'TAS'/'NT'/'Foreign' |\n| birthCountry | String | No | Only allowed if contactType is 'People'. ISO 3166 country code/name [https://en.wikipedia.org/wiki/ISO_3166](https://en.wikipedia.org/wiki/ISO_3166) |\n| skype | String | No | Only allowed if contactType is 'People' |\n| businessNumber | String | No | Only allowed if the contactType is 'Company' |\n| placeOfIncorportaion | String | No | Only allowed if the contactType is 'Company'. ISO 3166 country code/name [https://en.wikipedia.org/wiki/ISO_3166](https://en.wikipedia.org/wiki/ISO_3166) |\n| incorporationDate | String | No | Only allowed if the contactType is 'Company'. ISO 8601 date [https://en.wikipedia.org/wiki/ISO_8601](https://en.wikipedia.org/wiki/ISO_8601) |"},"response":[{"id":"8171eb1c-146f-4d43-bd4b-7e89cff42df6","name":"Status 200","originalRequest":{"method":"PUT","header":[{"key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"\"\""},"url":"{{baseUrl}}/contacts/"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"addressId\": 1675073,\n \"birthCountry\": \"AUSTRALIA\",\n \"birthPlace\": \"CLAYTON\",\n \"birthState\": \"VIC\",\n \"birthday\": \"2001-08-01\",\n \"businessNumber\": \"\",\n \"companyNumber\": null,\n \"contactType\": \"People\",\n \"email\": \"c@v.com\",\n \"firstName\": \"Christian\",\n \"id\": 1941877,\n \"incorporationDate\": null,\n \"lastName\": \"Vieri\",\n \"middleName\": \"\",\n \"mobile\": null,\n \"name\": \"Christian Vieri\",\n \"nationality\": null,\n \"phone1\": null,\n \"phone2\": null,\n \"placeOfIncorporation\": null,\n \"representativeIds\": null,\n \"sex\": null,\n \"skype\": null,\n \"taxNumber\": \"\",\n \"title\": null\n}"}],"_postman_id":"3c548c43-fed7-402b-904a-4bc95c155237"},{"name":"Delete Contact","id":"8a9d9e8c-c27d-44c8-83dc-eb4b851db023","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"DELETE","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/contacts/:contactId","host":["{{baseUrl}}"],"path":["contacts",":contactId"],"variable":[{"key":"contactId","value":"{{contactId}}"}]},"description":"Deletes a contact for a given contactId"},"response":[{"id":"8dc909bf-ac26-4e5a-9b77-356bbbf1bea1","name":"Status 200","originalRequest":{"method":"DELETE","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":"{{baseUrl}}/contacts/589065"},"status":"OK","code":200,"_postman_previewlanguage":"text","header":[],"cookie":[],"responseTime":null,"body":""}],"_postman_id":"8a9d9e8c-c27d-44c8-83dc-eb4b851db023"},{"name":"Create Contact","id":"e50ea0cc-1ad4-4c4d-b184-84e82435b4c0","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"POST","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"firstName\": \"{{firstName}}\",\n \"lastName\": \"{{lastName}}\",\n \"contactType\": \"{{contactType}}\",\n \"addressId\": \"{{addressId}}\",\n \"title\": \"{{title}}\",\n \"sex\": \"{{sex}}\",\n \"email\": \"{{email}}\",\n \"mobile\": \"{{mobile}}\",\n \"phone1\": \"{{phone1}}\",\n \"phone2\": \"{{phone2}}\",\n \"taxNumber\": \"{{taxNumber}}\",\n \"birthday\": \"{{birthday}}\",\n \"birthPlace\": \"{{birthPlace}}\",\n \"birthState\": \"{{birthState}}\",\n \"birthCountry\": \"{{birthCountry}}\",\n \"type\": \"{{type}}\"\n}"},"url":"{{baseUrl}}/contacts","description":"Creates one contact. If such contact already exists, the existing contact will be returned without being modified. \nFor help with Global Contacts in CAS 360 please [Click Here](https://cas360.zendesk.com/hc/en-au/articles/360013142972-Global-Contacts).\n\n**Note on creating Joint Members**\n\nIf you would like to create a Joint Member you will need to create each contact (individual, company, or other) seperately. Once you have created or found the contacts you wish to use, make this call and fill in the `representativeIds` list with the id of each contact you want to be a part of the new Joint Member.\n\nMake sure that the first `contactId` in your `representativeIds` list is the contact that you wish to be the primary contact of the Joint member\n\n### Request Body\n\n| Key | Datatype | Mandatory | Constraints |\n| --- | --- | --- | --- |\n| contactType | String | Yes | Must be one of 'People'/'Company'/Other Entity’/’Joint Member’ |\n| firstName | String | Yes | Only mandatory if the contactType is 'People' |\n| middleName | String | No | Only allowed if contactType is 'People' |\n| lastName | String | Yes | Only mandatory if the contactType is 'People' |\n| name | String | Yes | Only mandatory if the contactType is 'Company'/'Other Entity' |\n| addressId | Number | Yes | Will be ignored if the contactType is 'Joint Member' and the first representaive's address will be used instead. Must be a valid existing addressId for all other contact types |\n| representativeIds | List of Numbers | Yes | Only mandatory if the contactType is 'Joint Member'. Can only contain contactIds of non Joint Members |\n| title | String | No | Only allowed if contactType is 'People' |\n| sex | String | No | Only allowed if contactType is 'People'. Must be one of 'Male'/'Female' |\n| email | String | No | |\n| mobile | String | No | |\n| phone1 | String | No | |\n| phone2 | String | No | |\n| taxNumber | String | No | |\n| birthday | String | No | Only allowed if contactType is 'People'. ISO 8601 date [https://en.wikipedia.org/wiki/ISO_8601](https://en.wikipedia.org/wiki/ISO_8601) |\n| birthPlace | String | No | Only allowed if contactType is 'People' |\n| birthState | String | No | Only allowed if contactType is 'People'. Must be one of 'ACT'/'NSW'/'VIC'/'QLD'/'SA'/'WA'/'TAS'/'NT'/'Foreign' |\n| birthCountry | String | No | Only allowed if contactType is 'People'. ISO 3166 country code/name [https://en.wikipedia.org/wiki/ISO_3166](https://en.wikipedia.org/wiki/ISO_3166) |\n| skype | String | No | Only allowed if contactType is 'People' |\n| companyNumber | String | No | Only allowed if the contactType is one of 'Company'/'Other Entity' |\n| businessNumber | String | No | Only allowed if the contactType is one of 'Company'/'Other Entity' |\n| placeOfIncorporation | String | No | Only allowed if the contactType is one of 'Company'/'Other Entity'. ISO 3166 country code/name [https://en.wikipedia.org/wiki/ISO_3166](https://en.wikipedia.org/wiki/ISO_3166) |\n| incorporationDate | String | No | Only allowed if the contactType is one of 'Company'/'Other Entity'. ISO 8601 date [https://en.wikipedia.org/wiki/ISO_8601](https://en.wikipedia.org/wiki/ISO_8601) |\n| type | String | No | Only allowed if the contactType is 'Other Entity'. Must be one of ‘OTHER', 'SMSF', 'PARTNERSHIP' and 'TRUST'. Will default to 'OTHER' if not specified |\n| nationality | String | No | ISO 3166 country code/name https://en.wikipedia.org/wiki/ISO_3166 e.g \"AU\" |"},"response":[{"id":"5a1ab453-e401-4949-a46c-f66e2de79dbf","name":"Status 201","originalRequest":{"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"firstName\": \"John\",\n \"lastName\": \"Doe\",\n \"contactType\": \"People\",\n \"addressId\": \"1995\",\n \"title\": \"Mr\",\n \"sex\": \"Male\",\n \"email\": \"johndoe@mail.com\",\n \"mobile\": \"0498111111\",\n \"phone1\": \"51643726\",\n \"phone2\": \"71726354\",\n \"taxNumber\": \"49938271\",\n \"birthday\": \"1987-12-25\",\n \"birthPlace\": \"Macdeon\",\n \"birthState\": \"VIC\",\n \"birthCountry\": \"Australia\"\n}"},"url":"{{baseUrl}}/contacts"},"status":"Created","code":201,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"addressId\": 1995,\n \"birthCountry\": \"AUSTRALIA\",\n \"birthPlace\": \"Macdeon\",\n \"birthState\": \"VIC\",\n \"birthday\": \"1987-12-25\",\n \"businessNumber\": null,\n \"companyNumber\": null,\n \"contactType\": \"People\",\n \"email\": \"johndoe@mail.com\",\n \"firstName\": \"John\",\n \"id\": 3762,\n \"incorporationDate\": null,\n \"lastName\": \"Doe\",\n \"mobile\": \"0498111111\",\n \"name\": \"John Doe\",\n \"phone1\": \"51643726\",\n \"phone2\": \"71726354\",\n \"placeOfIncorporation\": null,\n \"representativeIds\": null,\n \"sex\": \"Male\",\n \"skype\": null,\n \"taxNumber\": \"49938271\",\n \"title\": \"Mr\",\n \"nationality\": null\n}"}],"_postman_id":"e50ea0cc-1ad4-4c4d-b184-84e82435b4c0"},{"name":"ASIC Agent List","id":"2a83f3c1-beb7-4dd9-8f14-9f823ccf9280","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"GET","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/cas/agents?offset={{offset}}&limit={{limit}}","host":["{{baseUrl}}"],"path":["cas","agents"],"query":[{"key":"offset","value":"{{offset}}","description":"number | Required | Example = 0 |"},{"key":"limit","value":"{{limit}}","description":"number | Required | Example = 500 |"}]},"description":"Returns a list of all ASIC Agents in the CAS360 account.\n\n### Query Parameters\n\n| Form Parameter | type | Mandatory | Description |\n| -------- | -------- | -------- | -------- |\n| offset | number | Required | Example = 0 |\n| limit | number | Required | Example = 500 |\n\n### Response Body\n\n| Key | DataType |\n| -------- | -------- | \n| agentID | String | \n| agentNumber | String | \n| agentName | String |"},"response":[{"id":"bba8f349-d7f4-4f09-81b9-f582a7eb2357","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/cas/agents?offset=0&limit=500","host":["{{baseUrl}}"],"path":["cas","agents"],"query":[{"key":"offset","value":"0"},{"key":"limit","value":"500"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"agents\": [\n {\n \"agentName\": \"BGL INCORP COMPANY PTY LTD\",\n \"agentNumber\": \"1234\",\n \"id\": 1022\n },\n {\n \"agentName\": \"Mark Flynn\",\n \"agentNumber\": \"52352\",\n \"id\": 1024\n }\n ],\n \"limit\": 2,\n \"offset\": 2,\n \"total\": 2\n}"}],"_postman_id":"2a83f3c1-beb7-4dd9-8f14-9f823ccf9280"}],"id":"dab50337-7348-4e70-bf64-0a604293d1b9","_postman_id":"dab50337-7348-4e70-bf64-0a604293d1b9"},{"name":"Global Documents","item":[{"name":"List All Documents","id":"00a4c42f-de13-4506-9c20-22725c24f580","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","type":"text"}],"url":{"raw":"{{baseUrl}}/cas/documents?offset={{offset}}&limit={{limit}}&updatedAfter={{updatedAfter}}","host":["{{baseUrl}}"],"path":["cas","documents"],"query":[{"key":"offset","value":"{{offset}}","description":"number | Required | Example = 0 |"},{"key":"limit","value":"{{limit}}","description":"number | Required | Example = 500 |"},{"key":"updatedAfter","value":"{{updatedAfter}}","description":"Not Required | The date must be a UTC date in ISO format: yyyy-MM-dd’T’HH:mm:ss. Example: 2000-10-31T01:30:00Z"},{"key":"","value":"","type":"text","disabled":true}]},"description":"This resource will return all documents within the firm.\n\nThis includes documents attached to entites (Companies/Trusts) and documents not attached to entities.\n\n### Response Body\n\nReturns a list of objects as described below\n\n| Key | Datatype | Mandatory | Constraints |\n| --- | --- | --- | --- |\n| id | Number | Yes | |\n| traceNumber | Number | Yes | |\n| name | String | Yes | |\n| documentDate | String | Yes | ISO 8601 date [https://en.wikipedia.org/wiki/ISO_8601](https://en.wikipedia.org/wiki/ISO_8601) |\n| lastUpdatedTimestamp | Date | Yes | Date and time document was updated |\n\n**status objects**\n\n| Key | Datatype | Mandatory | Constraints |\n| --- | --- | --- | --- |\n| id | Number | Yes | |\n| createdBy | String | Yes | The name of user who created the document |\n| type | String | Yes | Descriptive name of Status |\n| typeId | Number | Yes | Status Unique Identifier |\n| effectiveDate | String | Yes | Format will be ISO 8601 date. Equal to status change date |"},"response":[{"id":"bd5a6c4c-4bf0-4510-98ba-5c7155365455","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/cas/documents?offset={{offset}}&limit={{limit}}&updatedAfter={{updatedAfter}}","host":["{{baseUrl}}"],"path":["cas","documents"],"query":[{"key":"offset","value":"{{offset}}"},{"key":"limit","value":"{{limit}}"},{"key":"updatedAfter","value":"{{updatedAfter}}"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\r\n \"documents\": [\r\n {\r\n \"documentDate\": \"2024-10-07\",\r\n \"id\": 2066399,\r\n \"lastUpdatedTimestamp\": \"2024-10-07T03:09:49.032890642\",\r\n \"name\": \"Form - 484 CHANGE TO COMPANY DETAILS\",\r\n \"status\": {\r\n \"createdBy\": \"Brad Wilkinson\",\r\n \"effectiveDate\": \"2024-10-07\",\r\n \"id\": 1423512,\r\n \"type\": \"DOCUSIGN SIGNED BY CLIENT\",\r\n \"typeId\": 329\r\n },\r\n \"traceNumber\": \"141\"\r\n },\r\n {\r\n \"asicDocNumber\": \"5EAC29978\",\r\n \"documentDate\": \"2024-05-10\",\r\n \"id\": 1935397,\r\n \"lastUpdatedTimestamp\": \"2024-05-10T05:15:16.336182407\",\r\n \"name\": \"Form - 201 INCORPORATION\",\r\n \"status\": {\r\n \"createdBy\": \"Megan Gyorosi\",\r\n \"effectiveDate\": \"2024-05-10\",\r\n \"id\": 1348414,\r\n \"type\": \"LODGED\",\r\n \"typeId\": 5\r\n },\r\n \"traceNumber\": \"140\"\r\n },\r\n {\r\n \"asicDocNumber\": \"5EAC29977\",\r\n \"documentDate\": \"2024-05-10\",\r\n \"id\": 1935339,\r\n \"lastUpdatedTimestamp\": \"2024-05-09T23:40:28.776017959\",\r\n \"name\": \"Form - 201 INCORPORATION\",\r\n \"status\": {\r\n \"createdBy\": \"Megan Gyorosi\",\r\n \"effectiveDate\": \"2024-05-10\",\r\n \"id\": 1348401,\r\n \"type\": \"LODGED\",\r\n \"typeId\": 5\r\n },\r\n \"traceNumber\": \"139\"\r\n },\r\n {\r\n \"asicDocNumber\": \"5EAC29866\",\r\n \"documentDate\": \"2024-05-09\",\r\n \"id\": 1934590,\r\n \"lastUpdatedTimestamp\": \"2024-05-09T05:17:35.546357916\",\r\n \"name\": \"Form - 201 INCORPORATION\",\r\n \"status\": {\r\n \"createdBy\": \"Megan Gyorosi\",\r\n \"effectiveDate\": \"2024-05-09\",\r\n \"id\": 1348142,\r\n \"type\": \"LODGED\",\r\n \"typeId\": 5\r\n },\r\n \"traceNumber\": \"138\"\r\n },\r\n {\r\n \"documentDate\": \"2024-05-09\",\r\n \"id\": 1934576,\r\n \"lastUpdatedTimestamp\": \"2024-05-09T05:15:35.31461371\",\r\n \"name\": \"Form - 201 INCORPORATION\",\r\n \"status\": {\r\n \"createdBy\": \"Megan Gyorosi\",\r\n \"effectiveDate\": \"2024-05-09\",\r\n \"id\": 1348139,\r\n \"type\": \"LODGEMENT REJECTED\",\r\n \"typeId\": 20\r\n },\r\n \"traceNumber\": \"137\"\r\n },\r\n {\r\n \"asicDocNumber\": \"5EAC29788\",\r\n \"documentDate\": \"2024-05-08\",\r\n \"id\": 1933807,\r\n \"lastUpdatedTimestamp\": \"2024-05-08T06:07:07.387854959\",\r\n \"name\": \"Form - 201 INCORPORATION\",\r\n \"status\": {\r\n \"createdBy\": \"Brad Wilkinson\",\r\n \"effectiveDate\": \"2024-05-08\",\r\n \"id\": 1347851,\r\n \"type\": \"LODGED\",\r\n \"typeId\": 5\r\n },\r\n \"traceNumber\": \"134\"\r\n },\r\n {\r\n \"asicDocNumber\": \"5EAC29787\",\r\n \"documentDate\": \"2024-05-08\",\r\n \"id\": 1933803,\r\n \"lastUpdatedTimestamp\": \"2024-05-08T06:00:28.52556437\",\r\n \"name\": \"Form - 201 INCORPORATION\",\r\n \"status\": {\r\n \"createdBy\": \"Brad Wilkinson\",\r\n \"effectiveDate\": \"2024-05-08\",\r\n \"id\": 1347849,\r\n \"type\": \"LODGED\",\r\n \"typeId\": 5\r\n },\r\n \"traceNumber\": \"133\"\r\n },\r\n {\r\n \"asicDocNumber\": \"5EAC29342\",\r\n \"documentDate\": \"2024-05-03\",\r\n \"id\": 1930867,\r\n \"lastUpdatedTimestamp\": \"2024-05-03T04:05:05.544419212\",\r\n \"name\": \"Form - 201 INCORPORATION\",\r\n \"status\": {\r\n \"createdBy\": \"Brad Wilkinson\",\r\n \"effectiveDate\": \"2024-05-03\",\r\n \"id\": 1346764,\r\n \"type\": \"LODGED\",\r\n \"typeId\": 5\r\n },\r\n \"traceNumber\": \"132\"\r\n },\r\n {\r\n \"asicDocNumber\": \"5EAC29341\",\r\n \"documentDate\": \"2024-05-03\",\r\n \"id\": 1930863,\r\n \"lastUpdatedTimestamp\": \"2024-05-03T04:00:38.421601841\",\r\n \"name\": \"Form - 201 INCORPORATION\",\r\n \"status\": {\r\n \"createdBy\": \"Brad Wilkinson\",\r\n \"effectiveDate\": \"2024-05-03\",\r\n \"id\": 1346762,\r\n \"type\": \"LODGED\",\r\n \"typeId\": 5\r\n },\r\n \"traceNumber\": \"131\"\r\n },\r\n {\r\n \"documentDate\": \"2024-04-24\",\r\n \"id\": 1924372,\r\n \"lastUpdatedTimestamp\": \"2024-04-24T03:36:45.25253084\",\r\n \"name\": \"Form - 484 CHANGE TO COMPANY DETAILS\",\r\n \"status\": {\r\n \"createdBy\": \"Brad Wilkinson\",\r\n \"effectiveDate\": \"2024-04-24\",\r\n \"id\": 1344342,\r\n \"type\": \"DOCUMENT VOIDED\",\r\n \"typeId\": 1549\r\n },\r\n \"traceNumber\": \"127\"\r\n },\r\n {\r\n \"documentDate\": \"2024-04-24\",\r\n \"id\": 1924371,\r\n \"lastUpdatedTimestamp\": \"2024-04-24T03:22:12.933738657\",\r\n \"name\": \"Form - 484 CHANGE TO COMPANY DETAILS\",\r\n \"status\": {\r\n \"createdBy\": \"Brad Wilkinson\",\r\n \"effectiveDate\": \"2024-04-24\",\r\n \"id\": 1344338,\r\n \"type\": \"DOCUMENT PREPARED\",\r\n \"typeId\": 2\r\n },\r\n \"traceNumber\": \"126\"\r\n },\r\n {\r\n \"documentDate\": \"2024-03-19\",\r\n \"id\": 1904027,\r\n \"lastUpdatedTimestamp\": \"2024-03-18T22:36:27.175936196\",\r\n \"name\": \"Form - 484 CHANGE TO COMPANY DETAILS\",\r\n \"status\": {\r\n \"createdBy\": \"Brad Wilkinson\",\r\n \"effectiveDate\": \"2024-03-19\",\r\n \"id\": 1336167,\r\n \"type\": \"FUSESIGN SIGNED BY CLIENT\",\r\n \"typeId\": 568\r\n },\r\n \"traceNumber\": \"125\"\r\n },\r\n {\r\n \"documentDate\": \"2023-12-08\",\r\n \"id\": 1807390,\r\n \"lastUpdatedTimestamp\": \"2023-12-08T07:57:53.259355702\",\r\n \"name\": \"Form - 484 CHANGE TO COMPANY DETAILS\",\r\n \"status\": {\r\n \"createdBy\": \"Brad Wilkinson\",\r\n \"effectiveDate\": \"2023-12-08\",\r\n \"id\": 1300485,\r\n \"type\": \"ADOBE SIGN SENT TO CLIENT\",\r\n \"typeId\": 526\r\n },\r\n \"traceNumber\": \"124\"\r\n },\r\n {\r\n \"documentDate\": \"2023-11-14\",\r\n \"id\": 1796471,\r\n \"lastUpdatedTimestamp\": \"2023-11-14T02:47:26.367721308\",\r\n \"name\": \"Form - 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484 CHANGE TO COMPANY DETAILS\",\r\n \"status\": {\r\n \"createdBy\": \"Brad Wilkinson\",\r\n \"effectiveDate\": \"2022-11-29\",\r\n \"id\": 1165006,\r\n \"type\": \"FUSESIGN SIGNED BY CLIENT\",\r\n \"typeId\": 568\r\n },\r\n \"traceNumber\": \"118\"\r\n },\r\n {\r\n \"documentDate\": \"2022-11-22\",\r\n \"id\": 1561519,\r\n \"lastUpdatedTimestamp\": \"2023-11-13T21:54:00.803164577\",\r\n \"name\": \"Form - 484 CHANGE TO COMPANY DETAILS\",\r\n \"status\": {\r\n \"createdBy\": \"Brad Wilkinson\",\r\n \"effectiveDate\": \"2023-11-14\",\r\n \"id\": 1292392,\r\n \"type\": \"DOCUMENT VOIDED\",\r\n \"typeId\": 1549\r\n },\r\n \"traceNumber\": \"117\"\r\n },\r\n {\r\n \"documentDate\": \"2022-11-22\",\r\n \"id\": 1561515,\r\n \"lastUpdatedTimestamp\": \"2022-11-22T03:11:07.708953677\",\r\n \"name\": \"Form - 484 CHANGE TO COMPANY DETAILS\",\r\n \"status\": {\r\n \"createdBy\": \"Brad Wilkinson\",\r\n \"effectiveDate\": \"2022-11-22\",\r\n \"id\": 1163287,\r\n \"type\": \"ADOBE SIGN SENT TO CLIENT\",\r\n \"typeId\": 526\r\n },\r\n \"traceNumber\": \"116\"\r\n },\r\n {\r\n \"documentDate\": \"2022-11-21\",\r\n \"id\": 1560240,\r\n \"lastUpdatedTimestamp\": \"2022-11-20T22:54:32.410913383\",\r\n \"name\": \"Form - 484 CHANGE TO COMPANY DETAILS\",\r\n \"status\": {\r\n \"createdBy\": \"Brad Wilkinson\",\r\n \"effectiveDate\": \"2022-11-20\",\r\n \"id\": 1162902,\r\n \"type\": \"DOCUSIGN SENT TO CLIENT\",\r\n \"typeId\": 327\r\n },\r\n \"traceNumber\": \"115\"\r\n },\r\n {\r\n \"documentDate\": \"2024-05-01\",\r\n \"id\": 1935418,\r\n \"lastUpdatedTimestamp\": \"2024-05-01T07:14:39\",\r\n \"name\": \"Form - 484 CHANGE TO COMPANY DETAILS\",\r\n \"status\": {\r\n \"createdBy\": \"Sankitha Samaraweera\",\r\n \"effectiveDate\": \"2024-05-01\",\r\n \"id\": 1348418,\r\n \"type\": \"DOCUMENT PREPARED\",\r\n \"typeId\": 2\r\n },\r\n \"traceNumber\": \"115\"\r\n },\r\n {\r\n \"documentDate\": \"2022-11-21\",\r\n \"id\": 1560193,\r\n \"lastUpdatedTimestamp\": \"2022-11-20T22:30:50.139737049\",\r\n \"name\": \"Form - 484 CHANGE TO COMPANY DETAILS\",\r\n \"status\": {\r\n \"createdBy\": \"Brad Wilkinson\",\r\n \"effectiveDate\": \"2022-11-21\",\r\n \"id\": 1162890,\r\n \"type\": \"DOCUSIGN SIGNED BY CLIENT\",\r\n \"typeId\": 329\r\n },\r\n \"traceNumber\": \"114\"\r\n },\r\n {\r\n \"documentDate\": \"2024-04-04\",\r\n \"id\": 1935411,\r\n \"lastUpdatedTimestamp\": \"2024-04-04T00:46:56\",\r\n \"name\": \"Form - 484 CHANGE TO COMPANY DETAILS\",\r\n \"status\": {\r\n \"createdBy\": \"Sankitha Samaraweera\",\r\n \"effectiveDate\": \"2024-04-04\",\r\n \"id\": 1348417,\r\n \"type\": \"DOCUMENT PREPARED\",\r\n \"typeId\": 2\r\n },\r\n \"traceNumber\": \"114\"\r\n },\r\n {\r\n \"documentDate\": \"2022-09-20\",\r\n \"id\": 1533765,\r\n \"lastUpdatedTimestamp\": \"2022-09-20T04:03:42.777999429\",\r\n \"name\": \"Form - 484 CHANGE TO COMPANY DETAILS\",\r\n \"status\": {\r\n \"createdBy\": \"Brad Wilkinson\",\r\n \"effectiveDate\": \"2022-09-20\",\r\n \"id\": 1152633,\r\n \"type\": \"DOCUMENT PREPARED\",\r\n \"typeId\": 2\r\n },\r\n \"traceNumber\": \"113\"\r\n },\r\n {\r\n \"documentDate\": \"2022-09-20\",\r\n \"id\": 1533764,\r\n \"lastUpdatedTimestamp\": \"2022-09-20T04:03:20.401998907\",\r\n \"name\": \"Form - 484 CHANGE TO COMPANY DETAILS\",\r\n \"status\": {\r\n \"createdBy\": \"Brad Wilkinson\",\r\n \"effectiveDate\": \"2022-09-20\",\r\n \"id\": 1152632,\r\n \"type\": \"DOCUMENT PREPARED\",\r\n \"typeId\": 2\r\n },\r\n \"traceNumber\": \"112\"\r\n },\r\n {\r\n \"documentDate\": \"2022-09-15\",\r\n \"id\": 1531463,\r\n \"lastUpdatedTimestamp\": \"2022-09-15T01:02:12.711269613\",\r\n \"name\": \"Form - 484 CHANGE TO COMPANY DETAILS\",\r\n \"status\": {\r\n \"createdBy\": \"Brad Wilkinson\",\r\n \"effectiveDate\": \"2022-09-15\",\r\n \"id\": 1151904,\r\n \"type\": \"DOCUMENT PREPARED\",\r\n \"typeId\": 2\r\n },\r\n \"traceNumber\": \"111\"\r\n },\r\n {\r\n \"documentDate\": \"2022-09-15\",\r\n \"id\": 1531462,\r\n \"lastUpdatedTimestamp\": \"2022-09-15T01:01:58.715288133\",\r\n \"name\": \"Form - 484 CHANGE TO COMPANY DETAILS\",\r\n \"status\": {\r\n \"createdBy\": \"Brad Wilkinson\",\r\n \"effectiveDate\": \"2022-09-15\",\r\n \"id\": 1151903,\r\n \"type\": \"DOCUMENT PREPARED\",\r\n \"typeId\": 2\r\n },\r\n \"traceNumber\": \"110\"\r\n },\r\n {\r\n \"documentDate\": \"2022-09-09\",\r\n \"id\": 1529384,\r\n \"lastUpdatedTimestamp\": \"2022-09-09T06:41:30.921866582\",\r\n \"name\": \"Form - 484 CHANGE TO COMPANY DETAILS\",\r\n \"status\": {\r\n \"createdBy\": \"Brad Wilkinson\",\r\n \"effectiveDate\": \"2022-09-09\",\r\n \"id\": 1151307,\r\n \"type\": \"DOCUMENT PREPARED\",\r\n \"typeId\": 2\r\n },\r\n \"traceNumber\": \"109\"\r\n },\r\n {\r\n \"documentDate\": \"2024-04-04\",\r\n \"id\": 1935419,\r\n \"lastUpdatedTimestamp\": \"2024-04-03T22:43:19\",\r\n \"name\": \"Form - 484 CHANGE TO COMPANY DETAILS\",\r\n \"status\": {\r\n \"createdBy\": \"Sankitha Samaraweera\",\r\n \"effectiveDate\": \"2024-04-04\",\r\n \"id\": 1348416,\r\n \"type\": \"DOCUMENT PREPARED\",\r\n \"typeId\": 2\r\n },\r\n \"traceNumber\": \"109\"\r\n },\r\n {\r\n \"documentDate\": \"2022-09-09\",\r\n \"id\": 1529383,\r\n \"lastUpdatedTimestamp\": \"2022-09-09T06:41:15.449912251\",\r\n \"name\": \"Form - 484 CHANGE TO COMPANY DETAILS\",\r\n \"status\": {\r\n \"createdBy\": \"Brad Wilkinson\",\r\n \"effectiveDate\": \"2022-09-09\",\r\n \"id\": 1151306,\r\n \"type\": \"DOCUMENT PREPARED\",\r\n \"typeId\": 2\r\n },\r\n \"traceNumber\": \"108\"\r\n },\r\n {\r\n \"documentDate\": \"2024-04-04\",\r\n \"id\": 1935410,\r\n \"lastUpdatedTimestamp\": \"2024-04-03T22:41:59\",\r\n \"name\": \"Form - 484 CHANGE TO COMPANY DETAILS\",\r\n \"status\": {\r\n \"createdBy\": \"Sankitha Samaraweera\",\r\n \"effectiveDate\": \"2024-04-04\",\r\n \"id\": 1348415,\r\n \"type\": \"DOCUMENT PREPARED\",\r\n \"typeId\": 2\r\n },\r\n \"traceNumber\": \"108\"\r\n },\r\n {\r\n \"documentDate\": \"2022-09-09\",\r\n \"id\": 1529352,\r\n \"lastUpdatedTimestamp\": \"2022-09-09T05:28:52.842574434\",\r\n \"name\": \"Form - 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484 CHANGE TO COMPANY DETAILS\",\r\n \"status\": {\r\n \"createdBy\": \"Brad Wilkinson\",\r\n \"effectiveDate\": \"2022-08-26\",\r\n \"id\": 1149950,\r\n \"type\": \"DOCUMENT PREPARED\",\r\n \"typeId\": 2\r\n },\r\n \"traceNumber\": \"104\"\r\n },\r\n {\r\n \"documentDate\": \"2022-08-26\",\r\n \"id\": 1524976,\r\n \"lastUpdatedTimestamp\": \"2022-08-26T01:39:16.786441987\",\r\n \"name\": \"Form - 484 CHANGE TO COMPANY DETAILS\",\r\n \"status\": {\r\n \"createdBy\": \"Brad Wilkinson\",\r\n \"effectiveDate\": \"2022-08-26\",\r\n \"id\": 1149943,\r\n \"type\": \"DOCUMENT PREPARED\",\r\n \"typeId\": 2\r\n },\r\n \"traceNumber\": \"103\"\r\n },\r\n {\r\n \"documentDate\": \"2022-08-26\",\r\n \"id\": 1524975,\r\n \"lastUpdatedTimestamp\": \"2022-08-26T01:33:12.993611196\",\r\n \"name\": \"Form - 484 CHANGE TO COMPANY DETAILS\",\r\n \"status\": {\r\n \"createdBy\": \"Brad Wilkinson\",\r\n \"effectiveDate\": \"2022-08-26\",\r\n \"id\": 1149942,\r\n \"type\": \"DOCUMENT PREPARED\",\r\n \"typeId\": 2\r\n },\r\n \"traceNumber\": \"102\"\r\n },\r\n {\r\n \"documentDate\": \"2022-08-15\",\r\n \"id\": 1518489,\r\n \"lastUpdatedTimestamp\": \"2022-08-15T04:56:37.509651222\",\r\n \"name\": \"Form - 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Example: 2000-10-31T01:30:00Z"},{"key":"","value":"","type":"text","disabled":true}]},"description":"This resource will return all **unattached** documents within the firm.\n\nThis is documents that are **not** attached to entities (companies/trusts).\n\ne.g. Document form 361.\n\n### Response Body\n\nReturns a list of objects as described below\n\n| Key | Datatype | Mandatory | Constraints |\n| --- | --- | --- | --- |\n| id | Number | Yes | |\n| traceNumber | Number | Yes | |\n| name | String | Yes | |\n| documentDate | String | Yes | ISO 8601 date [https://en.wikipedia.org/wiki/ISO_8601](https://en.wikipedia.org/wiki/ISO_8601) |\n| lastUpdatedTimestamp | Date | Yes | Date and time document was updated |\n\n**status objects**\n\n| Key | Datatype | Mandatory | Constraints |\n| --- | --- | --- | --- |\n| id | Number | Yes | |\n| createdBy | String | Yes | The name of user who created the document |\n| type | String | Yes | Descriptive name of Status |\n| typeId | Number | Yes | Status Unique Identifier |\n| effectiveDate | String | Yes | Format will be ISO 8601 date. Equal to status change date |"},"response":[{"id":"609ae412-997e-4cdc-97e6-0f6bb824355f","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/cas/documents?offset={{offset}}&limit={{limit}}&updatedAfter={{updatedAfter}}","host":["{{baseUrl}}"],"path":["cas","documents"],"query":[{"key":"offset","value":"{{offset}}"},{"key":"limit","value":"{{limit}}"},{"key":"updatedAfter","value":"{{updatedAfter}}"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\r\n \"documents\": [\r\n {\r\n \"documentDate\": \"2024-10-21\",\r\n \"id\": 2079774,\r\n \"lastUpdatedTimestamp\": \"2024-10-21T00:07:14.291744074\",\r\n \"name\": \"Form - 361 REGISTERED AGENT CEASING TO ACT\",\r\n \"status\": {\r\n \"createdBy\": \"Brad Wilkinson\",\r\n \"effectiveDate\": \"2024-10-21\",\r\n \"id\": 1430673,\r\n \"type\": \"DOCUMENT PREPARED\",\r\n \"typeId\": 2\r\n },\r\n \"traceNumber\": \"142\"\r\n }\r\n ],\r\n \"limit\": 100,\r\n \"offset\": 0,\r\n \"total\": 1\r\n}"}],"_postman_id":"bbe2e5da-873c-4ac9-a0cc-3379410b0097"},{"name":"Document Details (Standalone)","id":"4f6da3a5-12aa-4311-a61d-c2b247fc8330","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","type":"text"}],"url":{"raw":"{{baseUrl}}/cas/documents/:documentId","host":["{{baseUrl}}"],"path":["cas","documents",":documentId"],"query":[{"key":"","value":"","type":"text","disabled":true}],"variable":[{"key":"documentId","value":"{{documentId}}"}]},"description":"This resource will return all **unattached** documents within the firm.\n\nThis is documents that are **not** attached to entities (companies/trusts).\n\ne.g. Document form 361.\n\n### Response Body\n\nReturns a list of objects as described below\n\n| Key | Datatype | Mandatory | Constraints |\n| --- | --- | --- | --- |\n| id | Number | Yes | |\n| traceNumber | Number | Yes | |\n| name | String | Yes | |\n| documentDate | String | Yes | ISO 8601 date [https://en.wikipedia.org/wiki/ISO_8601](https://en.wikipedia.org/wiki/ISO_8601) |\n| lastUpdatedTimestamp | Date | Yes | Date and time document was updated |\n\n**status objects**\n\n| Key | Datatype | Mandatory | Constraints |\n| --- | --- | --- | --- |\n| id | Number | Yes | |\n| createdBy | String | Yes | The name of user who created the document |\n| type | String | Yes | Descriptive name of Status |\n| typeId | Number | Yes | Status Unique Identifier |\n| effectiveDate | String | Yes | Format will be ISO 8601 date. Equal to status change date |"},"response":[{"id":"326fe8cb-df11-4b1e-90e0-a9ce9c181de9","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/cas/documents/:documentId","host":["{{baseUrl}}"],"path":["cas","documents",":documentId"],"variable":[{"key":"documentId","value":""}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\r\n \"attachments\": [\r\n {\r\n \"creationDate\": \"2022-11-29\",\r\n \"id\": \"F1406860\",\r\n \"name\": \"AuditReport_Brad's Company - Form 484 CHANGE TO COMPANY DETAILS - 118.pdf\"\r\n },\r\n {\r\n \"creationDate\": \"2022-11-29\",\r\n \"id\": \"F1406861\",\r\n \"name\": \"Brad's Company - Form 484 CHANGE TO COMPANY DETAILS - 118.pdf\"\r\n },\r\n {\r\n \"creationDate\": \"2022-11-29\",\r\n \"id\": \"F1406634\",\r\n \"name\": \"Form - 484 CHANGE TO COMPANY DETAILS.pdf\"\r\n }\r\n ],\r\n \"documentDate\": \"2022-11-29\",\r\n \"id\": 1566765,\r\n \"lastUpdatedTimestamp\": \"2022-11-29T05:48:48\",\r\n \"name\": \"Form - 484 CHANGE TO COMPANY DETAILS\",\r\n \"status\": {\r\n \"createdBy\": \"Brad Wilkinson\",\r\n \"effectiveDate\": \"2022-11-29\",\r\n \"id\": 1165006,\r\n \"type\": \"FUSESIGN SIGNED BY CLIENT\",\r\n \"typeId\": 568\r\n },\r\n \"traceNumber\": \"118\"\r\n}"}],"_postman_id":"4f6da3a5-12aa-4311-a61d-c2b247fc8330"},{"name":"Download a Document Attachment (Standalone)","id":"48ede2a6-ca75-468b-8f95-cfd670a310ff","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","type":"text"}],"url":{"raw":"{{baseUrl}}/cas/documents/:documentId/attachments/:attachmentId","host":["{{baseUrl}}"],"path":["cas","documents",":documentId","attachments",":attachmentId"],"query":[{"key":"","value":"","type":"text","disabled":true}],"variable":[{"key":"documentId","value":"{{documentId}}"},{"key":"attachmentId","value":"{{attachmentId}}"}]},"description":"StartFragmentThis resource will return a URL link which can be used to download a Document Attachment. Both User and System attachments can be downloadedEndFragment \n \n\n### **Path Variables**\n\n| **Key** | **Datatype** | **Mandatory** | **Description** |\n| --- | --- | --- | --- |\n| documentId | number | Yes | Id of the document |\n| attachmentId | number | Yes | Id of the attachment |\n\n### Response Body\n\n| Key | Datatype | Mandatory | Constraints |\n| --- | --- | --- | --- |\n| expiresMillis | number | Yes | |\n| url | String | Yes | |\n\nThe url returned in the response can be used to download the attachment. It is valid for 5 minutes."},"response":[{"id":"b2703c25-50f4-4b55-86ad-7c47e7d49bac","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":"{{baseUrl}}/cas/documents/123456789/attachments/84572536"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\r\n \"expiresMillis\": 300000,\r\n \"url\": \"https://staging.cas360.com.au/accessFiles?token=HbdDdbvcesGpPXyeXYDmFBDOcG9AJmQUxIbnJ00UHJo%3D\"\r\n}"}],"_postman_id":"48ede2a6-ca75-468b-8f95-cfd670a310ff"},{"name":"Upload a new Attachment (Standalone)","id":"d6c4a5e4-e721-44ff-a6c1-3b506a8a3959","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"POST","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"}],"body":{"mode":"formdata","formdata":[{"key":"attachment","value":"Send the file as form-data with the key “attachment”","type":"text"}]},"url":{"raw":"{{baseUrl}}/cas/documents/:documentId/attachments","host":["{{baseUrl}}"],"path":["cas","documents",":documentId","attachments"],"variable":[{"key":"documentId","value":"{{documentId}}"}]},"description":"Upload a New Attachment to a Given Document"},"response":[{"id":"11faa2c4-7d87-4b73-a4a7-fb3dbff879f4","name":"Status 200","originalRequest":{"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":"{{baseUrl}}/cas/documents123456789/attachments"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"attachmentId\": \"UA2477\"\n}"}],"_postman_id":"d6c4a5e4-e721-44ff-a6c1-3b506a8a3959"},{"name":"Add a Status to a Document (Standalone)","id":"4088cd4e-0945-49ca-b024-f2da77054846","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"POST","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"}],"body":{"mode":"raw","raw":"{\r\n \"effectiveDate\": \"2023-08-18\",\r\n \"id\": 17671,\r\n \"type\": \"SIGNED BY CLIENT\",\r\n \"typeId\": 4\r\n}","options":{"raw":{"language":"json"}}},"url":{"raw":"{{baseUrl}}/cas/documents/:documentId/statuses","host":["{{baseUrl}}"],"path":["cas","documents",":documentId","statuses"],"variable":[{"key":"documentId","value":"{{documentId}}"}]},"description":"Allows you to alter the Status of a document in CAS360. The status helps users manage documents by indicating what stage the document is at.\n\n### Response Body\n\n| Key | Datatype | Mandatory | Comments |\n| --- | --- | --- | --- |\n| effectiveDate | String | Yes | Effective Date of the new Status |\n| id | number | Yes | |\n| type | String | Yes | |\n| typeId | number | Yes | |"},"response":[{"id":"fe9a9131-a3d9-4ba7-9ee4-069166c20f18","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/cas/documents/:documentId/statuses","host":["{{baseUrl}}"],"path":["cas","documents",":documentId","statuses"],"variable":[{"key":"documentId","value":""}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\r\n \"createdBy\": \"CAS360 API\",\r\n \"effectiveDate\": \"2023-08-15\",\r\n \"id\": 17668,\r\n \"type\": \"DOCUMENT PREPARED\",\r\n \"typeId\": 2\r\n}"}],"_postman_id":"4088cd4e-0945-49ca-b024-f2da77054846"},{"name":"Delete a Document (Standalone)","id":"bab7f3f9-d449-4d18-b809-d30e617de4b2","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"DELETE","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/cas/documents/:documentId","host":["{{baseUrl}}"],"path":["cas","documents",":documentId"],"variable":[{"key":"documentId","value":"{{documentId}}"}]},"description":"Delete a document.\n\nProvide documentId in the path to use this endpoint."},"response":[{"id":"5cc16937-918d-4ba2-86bd-5aa21e6263c7","name":"Status 200","originalRequest":{"method":"DELETE","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":"{{baseUrl}}/cas/documents/123456789"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\r\n \"status\": \"DELETED\"\r\n}"}],"_postman_id":"bab7f3f9-d449-4d18-b809-d30e617de4b2"},{"name":"Delete an Attachment (Standalone)","id":"7d8fd3cd-c239-4a83-8c00-8760007e68d6","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"DELETE","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/cas/documents/:documentId/attachments/:attachmentId","host":["{{baseUrl}}"],"path":["cas","documents",":documentId","attachments",":attachmentId"],"variable":[{"key":"documentId","value":"{{documentId}}"},{"key":"attachmentId","value":"{{attachmentId}}"}]},"description":"Delete a Document Attachment\n\nThis resource can only be used to delete user attachments. System generated attachments/forms cannot be deleted \n \nProvide documentId and attachmentId in the path to use this endpoint."},"response":[{"id":"c779a923-28c5-48b9-8a1b-276f0bce5aba","name":"Status 200","originalRequest":{"method":"DELETE","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":"{{baseUrl}}/cas/documents/1234/attachments/U1234"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\r\n \"status\": \"DELETED\"\r\n}"}],"_postman_id":"7d8fd3cd-c239-4a83-8c00-8760007e68d6"}],"id":"aa1804a8-02e9-4785-b1bc-c38ff747cd77","description":"Global Document endpoints allow the retrieval and uploading of docuements/attachments that are not attached directly to a Company or Trust.\n\nAgent documents such as ASIC form 361 can be downloaded to complete your document set.\n\nNote - for Company or Trust Documents, please refer to the following sections:\n\n- [Company Documents](https://docs.api.bgl360.com.au/?version=latest#87713b4c-9a5b-49ae-842b-7e01e9fba4e4)\n \n- [Trust Documents](https://docs.api.bgl360.com.au/?version=latest#034e8062-bb75-442e-b3a3-6a7462aea7a0)","_postman_id":"aa1804a8-02e9-4785-b1bc-c38ff747cd77"},{"name":"Company Resources","item":[{"name":"Company Details","item":[{"name":"Company Details","id":"9b7e2fc6-ada8-4202-9456-386139dcd467","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"GET","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/cas/companies/:companyId?details=true","host":["{{baseUrl}}"],"path":["cas","companies",":companyId"],"query":[{"key":"details","value":"true","description":"[example = 'true']Enabling this option will display Annual Review Date, Annual Review Status, Annual Review Status Date, ASIC agent number and labels for the company."}],"variable":[{"key":"companyId","value":"{{companyId}}"}]},"description":"Get details for a single company.\n\n### Response Body\n\n| Key | Datatype | Mandatory | Constraints |\n| --- | --- | --- | --- |\n| id | String | Yes | |\n| name | String | Yes | |\n| number | String | No | This will return an ACN for Australian Companies and the NZCN (not NZBN) for New Zealand Companies. |\n| agentId | Number | No | |\n| incorporationDate | String | No | ISO 8601 date [https://en.wikipedia.org/wiki/ISO_8601](https://en.wikipedia.org/wiki/ISO_8601) |\n| annualReviewDate | String | No | ISO 8601 date [https://en.wikipedia.org/wiki/ISO_8601](https://en.wikipedia.org/wiki/ISO_8601) |\n| businessNumber | Number | No | ABN / NZBN |\n| registrationState | String | No | Must be one of 'ACT'/'NSW'/'VIC'/'QLD'/'SA'/'WA'/'TAS'/'NT' |\n| jurisdiction | String | Yes | Currently only 'Australia' is allowed |\n| type | Object | No | See table below |\n| registered | boolean | Yes | false companies will show up in company registrations |\n\n---\n\n**type object**\n\nNote: Within Australia, only certain combinations of companyType, companyClass and companySubClass are valid\n\n| Key | Datatype | Mandatory | Constraints |\n| --- | --- | --- | --- |\n| companyType | String | Yes | Must be one of 'Small Proprietary'/'Large Proprietary'/'Public Company' |\n| companyClass | String | Yes | Must be one of 'Limited by Shares'/'Limited by Guarantee'/'Limited by Shares and Guarantee'/'Unlimited'/'No Liability' |\n| companySubClass | String | Yes | Must be one of 'None'/'Superannuation Trustee Company'/'Non Profit Company'/'Home Unit Company'/'Listed'/'Unlisted'/'Section 150 License'/'Unlisted Non Profit |\n\n---\n\n**details object** (Optional Paramter)\n\n| Key | Datatype | Mandatory | Constraints |\n| --- | --- | --- | --- |\n| abn | No | No | |\n| asicAgentNumber | String | No | |\n| annualReviewStatus | String | Yes | |\n| annualReviewStatusDate | String | No | ISO 8601 date [https://en.wikipedia.org/wiki/ISO_8601](https://en.wikipedia.org/wiki/ISO_8601) |\n| clientNumber | No | No | |\n| labels | String\\[\\] | No | Name of labels associated with the company |\n| superFundContactIds | No | If company is linked as Corporate Trustee of an SMSF, the ContactId will be returned | |\n| status | String | | Operating, deregistered |"},"response":[{"id":"3098232e-58e6-4dbb-80c8-c023977010db","name":"200 - Company Details","originalRequest":{"method":"GET","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/cas/companies/:companyId?details={{details}}","host":["{{baseUrl}}"],"path":["cas","companies",":companyId"],"query":[{"key":"details","value":"{{details}}","description":"[example = 'true']Enabling this option will display Annual Review Date, Annual Review Status, Annual Review Status Date, ASIC agent number and labels for the company."}],"variable":[{"key":"companyId","value":"{{companyId}}"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Mon, 29 Jun 2020 05:52:53 GMT"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Transfer-Encoding","value":"chunked"},{"key":"Connection","value":"keep-alive"},{"key":"Server","value":"nginx"},{"key":"X-Rate-Daily-Limit-Remaining","value":"-1"},{"key":"vary","value":"accept-encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"X-Content-Type-Options","value":"nosniff"},{"key":"Content-Security-Policy","value":"frame-ancestors 'self' uat.sf360.com.au"},{"key":"X-Frame-Options","value":"ALLOW-FROM https://uat.sf360.com.au"}],"cookie":[],"responseTime":null,"body":"{\n \"agentId\": null,\n \"annualReviewDate\": \"2020-06-29\",\n \"businessNumber\": null,\n \"details\": {\n \"abn\": null,\n \"annualReviewStatus\": \"UPCOMING\",\n \"annualReviewStatusDate\": \"2020-06-29\",\n \"asicAgentNumber\": null,\n \"clientNumber\": null,\n \"labels\": [],\n \"superFundContactIds\": [\n 1062973\n ]\n },\n \"id\": \"889ff4b7-766f-4b30-b33e-c2cdce97ff03\",\n \"incorporationDate\": \"2007-06-29\",\n \"jurisdiction\": \"Australia\",\n \"name\": \"My Super Trustee\",\n \"number\": \"002999993\",\n \"registered\": true,\n \"registrationState\": \"ACT\",\n \"type\": {\n \"companyClass\": \"Limited by Shares\",\n \"companySubClass\": \"None\",\n \"companyType\": \"Small Proprietary\"\n }\n}"}],"_postman_id":"9b7e2fc6-ada8-4202-9456-386139dcd467"},{"name":"Update Company Details","id":"23df5fff-2816-4291-aaab-df96398f1ea1","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"noauth"},"method":"PATCH","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"name\": \"{{name}}\",\n \"number\": \"{{number}}\",\n \"incorporationDate\": \"{{incorporationDate}}\",\n \"annualReviewDate\": \"{{annualReviewDate}}\",\n \"registrationState\": \"{{registrationState}}\",\n \"jurisdiction\": \"{{jurisdiction}}\",\n \"registered\": true,\n \"type\": {\n \"companyClass\": \"{{companyClass}}\",\n \"companySubClass\": \"{{companySubClass}}\",\n \"companyType\": \"{{companyType}}\"\n }\n}"},"url":"{{baseUrl}}/cas/companies/{{companyId}}","description":"Update details for an Individual Company.\n\nOnly keys which are being updated need to be supplied.\n\n### Request Body\n\n| Key | Datatype | Mandatory | Constraints |\n| --- | --- | --- | --- |\n| name | String | No | |\n| number | String | No | Must be a valid ACN if jurisdiction is 'Australia' |\n| incorporationDate | String | No | ISO 8601 date [https://en.wikipedia.org/wiki/ISO_8601](https://en.wikipedia.org/wiki/ISO_8601) |\n| annualReviewDate | String | No | ISO 8601 date [https://en.wikipedia.org/wiki/ISO_8601](https://en.wikipedia.org/wiki/ISO_8601businessNumberNumberNoABN) |\n| businessNumber | Number | No | ABN / NZBN |\n| registrationState | String | No | Must be one of 'ACT'/'NSW'/'VIC'/'QLD'/'SA'/'WA'/'TAS'/'NT' |\n| jurisdiction | String | No | |\n| type | Object | No | See table below |\n| registered | boolean | No | False will be an unregistered company, if not specified will default to true |\n\n**type object**\n\nNote: Within Australia, only certain combinations of companyType, companyClass and companySubClass are valid\n\n| Key | Datatype | Mandatory | Constraints |\n| --- | --- | --- | --- |\n| companyType | String | No | Must be one of 'Small Proprietary'/'Large Proprietary'/'Public Company' |\n| companyClass | String | No | Must be one of 'Limited by Shares'/'Limited by Guarantee'/'Limited by Shares and Guarantee'/'Unlimited'/'No Liability' |\n| companySubClass | String | No | Must be one of 'None'/'Superannuation Trustee Company'/'Non Profit Company'/'Home Unit Company'/'Listed'/'Unlisted'/'Section 150 License'/'Unlisted Non Profit |"},"response":[{"id":"366abb37-daff-4e63-8587-b4a3f8288d62","name":"Status 200","originalRequest":{"method":"PATCH","header":[{"key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"name\": \"Test company ABC Pty Ltd\",\n \"number\": \"550593336\",\n \"incorporationDate\": \"2016-12-18\",\n \"annualReviewDate\": \"2017-12-03\",\n \"businessNumber\": \"123\",\n \"registrationState\": \"VIC\",\n \"jurisdiction\": \"Australia\",\n \"registered\": true,\n \"type\": {\n \"companyClass\": \"Limited by Shares\",\n \"companySubClass\": \"None\",\n \"companyType\": \"Small Proprietary\"\n }\n}"},"url":"{{baseUrl}}/cas/companies/{{companyId}}"},"status":"Created","code":201,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"agentId\": null,\n \"annualReviewDate\": \"2017-12-03\",\n \"businessNumber\": \"123\",\n \"id\": \"ef921aa4-b0f8-4ddd-a5b2-fb97fc9255f8\",\n \"incorporationDate\": \"2016-12-18\",\n \"jurisdiction\": \"Australia\",\n \"name\": \"Test company ABC Pty Ltd\",\n \"number\": \"550593336\",\n \"registrationState\": \"VIC\",\n \"registered\": true,\n \"type\": {\n \"companyClass\": \"Limited by Shares\",\n \"companySubClass\": \"None\",\n \"companyType\": \"Small Proprietary\"\n }\n}"}],"_postman_id":"23df5fff-2816-4291-aaab-df96398f1ea1"},{"name":"Company Name History","id":"038b5655-1478-498a-81e0-f6507751338e","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"GET","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/cas/companies/:companyId/names","host":["{{baseUrl}}"],"path":["cas","companies",":companyId","names"],"variable":[{"key":"companyId","value":"{{companyId}}"}]},"description":"The Name Registrations screen in CAS360 can hold a history of the company's previous and current names. This endpoint will return any Company Names and their effective dates which are stored. "},"response":[{"id":"78938d0b-5fa2-41c3-971c-18220323c65a","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":"{{baseUrl}}/cas/companies//names"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"[\n {\n \"effectiveDate\": \"2016-12-18\",\n \"name\": \"My Testing Pty Ltd\"\n },\n {\n \"effectiveDate\": \"2010-05-06\",\n \"name\": \"Test Company Pty Ltd\"\n }\n]"}],"_postman_id":"038b5655-1478-498a-81e0-f6507751338e"},{"name":"Company Debt (Specific Company)","id":"0a1268eb-3856-4c0f-9b02-b727bb5b08a5","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"GET","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/cas/companies/:companyId/debts","host":["{{baseUrl}}"],"path":["cas","companies",":companyId","debts"],"variable":[{"key":"companyId","value":"{{companyId}}","description":"[object ]"}]},"description":"This endpoint is based on the logic used in the Company Debt alert on the Companies screen. It will return the Company Debt Status for a given company. \n\n### Response Body\n\n| Key | Type | Description |\n| -------- | -------- | -------- |\n| companyId | String | existing Company Id |\n| debtNowDue | number | debt currently due |\n| futureDebt | number | debt that has greater than 30 days before the due date |\n| overdue0to30 | number | amounts overdue by 0-30 days |\n| overdue31to60 | number | amounts overdue by 31-60 days |\n| overdue61to90 | number | amounts overdue by 61-90 days |\n| overdue90 | number | amounts overdue by over 90 days |\n| totalOwing | number | total amount owing to ASIC |"},"response":[{"id":"546e3e7b-500b-405e-b4e6-1249b6f74cb0","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":"{{baseUrl}}/cas/companies/678486784/debts"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"companyId\": \"64c5e0b1-9ab9-4c89-ae6c-5e8eb598dfad\",\n \"debtNowDue\": 0,\n \"futureDebt\": 0,\n \"overdue0to30\": 0,\n \"overdue31to60\": 14535,\n \"overdue61to90\": 0,\n \"overdue90\": 116447,\n \"totalOwing\": 130982\n}"}],"_postman_id":"0a1268eb-3856-4c0f-9b02-b727bb5b08a5"}],"id":"29f7dca1-8759-4754-aef6-e89a989d01db","_postman_id":"29f7dca1-8759-4754-aef6-e89a989d01db"},{"name":"Company Contacts","item":[{"name":"GET Company Contacts","id":"8b45d081-87bd-4b43-b826-e29ad86085cf","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"noauth"},"method":"GET","header":[],"url":{"raw":"{{baseUrl}}/cas/companies/:companyId/contacts?offset=0&limit=50","host":["{{baseUrl}}"],"path":["cas","companies",":companyId","contacts"],"query":[{"key":"offset","value":"0"},{"key":"limit","value":"50"}],"variable":[{"key":"companyId","value":""}]},"description":"# GET Company Contacts\n\n**Description:** \nRetrieves a paginated list of contacts associated with a specific company. Supports offset and limit parameters for pagination.\n\n**Scopes:** \n`cas_incorporator`, `bgl_partner`, `cas_plus`\n\n**URL:** \n`{{baseUrl}}/cas/companies/:companyId/contacts?offset=0&limit=50`\n\n---\n\n## Query Parameters\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| offset | Number | Record offset for pagination |\n| limit | Number | Number of records to return |\n\n---\n\n## Path Parameters\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| companyId | String (UUID) | Identifier of the company |\n\n---\n\n## Headers\n\n| Header Name | Value | Comments |\n| --- | --- | --- |\n| Authorization | Bearer {{ACCESS_TOKEN}} | Required OAuth2 token |\n\n---\n\n## Response: Company Contacts Object\n\n### Top-Level Fields\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| contacts | Array | List of company contact records |\n| limit | Number | Number of records returned per page |\n| offset | Number | Starting position of returned records |\n| total | Number | Total number of records available |\n\n---\n\n### contacts Array (Each Item)\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| id | Number | Unique identifier for the contact record |\n| contactId | Number | Identifier of the related contact |\n| contactType | String | Type of contact (e.g., Signing contact) |\n\n---\n\n## Example cURL\n\n\\`\\`\\`bash \ncurl --location '[https://api.uat.bgl360.com.au/cas/companies/9062223c-7a64-4ba5-80d6-91071854d970/contacts?offset=0&limit=50'](https://api.uat.bgl360.com.au/cas/companies/9062223c-7a64-4ba5-80d6-91071854d970/contacts?offset=0&limit=50') \n\\--header 'Authorization: Bearer {{ACCESS_TOKEN}}'"},"response":[{"id":"e7cca2a2-df35-4d57-819d-9dd6cdcc9eac","name":"GET Company Contacts","originalRequest":{"method":"GET","header":[],"url":{"raw":"{{baseUrl}}/cas/companies/:companyId/contacts?offset=0&limit=50","host":["{{baseUrl}}"],"path":["cas","companies",":companyId","contacts"],"query":[{"key":"offset","value":"0"},{"key":"limit","value":"50"}],"variable":[{"key":"companyId","value":""}]}},"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json","description":"","type":"text"}],"cookie":[{"expires":"Invalid Date","domain":"","path":""}],"responseTime":null,"body":"{\n \"contacts\": [\n {\n \"contactId\": 98715966,\n \"contactType\": \"Signing contact\",\n \"id\": 105993\n },\n {\n \"contactId\": 98715968,\n \"contactType\": \"Signing contact\",\n \"id\": 106666\n }\n ],\n \"limit\": 50,\n \"offset\": 0,\n \"total\": 2\n}"}],"_postman_id":"8b45d081-87bd-4b43-b826-e29ad86085cf"},{"name":"POST Company Contacts","id":"6c655c24-56f5-4775-8ad0-2fa00f10bb99","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"noauth"},"method":"GET","header":[],"url":{"raw":"{{baseUrl}}/cas/companies/:companyId/contacts","host":["{{baseUrl}}"],"path":["cas","companies",":companyId","contacts"],"variable":[{"key":"companyId","value":""}]},"description":"# POST Company Contacts\n\n**Description:** \nCreates a new contact association for a company by linking an existing contact with a specified contact type.\n\n**Scopes:** \n`cas_incorporator`, `bgl_partner`, `cas_plus`\n\n**URL:** \n`{{baseUrl}}/cas/companies/:companyId/contacts`\n\n---\n\n## Path Parameters\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| companyId | String (UUID) | Identifier of the company |\n\n---\n\n## Headers\n\n| Header Name | Value | Comments |\n| --- | --- | --- |\n| Authorization | Bearer {{ACCESS_TOKEN}} | Required OAuth2 token |\n| Content-Type | application/json | Request body is JSON |\n\n---\n\n## Request Body\n\n### Top-Level Fields\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| contactId | Number | Identifier of the contact to link to the company |\n| contactType | String | Type of contact (e.g., Billing contact, Signing contact) |\n\n---\n\n## Response: Company Contact Object\n\n### Top-Level Fields\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| id | Number | Unique identifier for the contact record |\n| contactId | Number | Identifier of the related contact |\n| contactType | String | Contact type (as stored/returned by the API) |\n\n---\n\n## Example cURL\n\n\\`\\`\\`bash \ncurl --location '[https://api.uat.bgl360.com.au/cas/companies/9062223c-7a64-4ba5-80d6-91071854d970/contacts'](https://api.uat.bgl360.com.au/cas/companies/9062223c-7a64-4ba5-80d6-91071854d970/contacts') \n\\--header 'Authorization: Bearer {{ACCESS_TOKEN}}' \n\\--header 'Content-Type: application/json' \n\\--data '{ \n\"contactId\": 98736526, \n\"contactType\": \"Billing contact\" \n}'"},"response":[{"id":"9ec96e36-321b-4595-b893-4c820267831d","name":"POST Company Contacts","originalRequest":{"method":"GET","header":[],"url":{"raw":"{{baseUrl}}/cas/companies/:companyId/contacts","host":["{{baseUrl}}"],"path":["cas","companies",":companyId","contacts"],"variable":[{"key":"companyId","value":""}]}},"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json","description":"","type":"text"}],"cookie":[{"expires":"Invalid Date","domain":"","path":""}],"responseTime":null,"body":"{\n \"contactId\": 98736526,\n \"contactType\": \"Billing contact\",\n \"id\": 106751\n}"}],"_postman_id":"6c655c24-56f5-4775-8ad0-2fa00f10bb99"},{"name":"PUT Company Contact","id":"bbe94161-b6e8-464c-95b4-ff950c2accbb","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"noauth"},"method":"PUT","header":[],"url":{"raw":"{{baseUrl}}/cas/companies/:companyId/contacts/:contactId","host":["{{baseUrl}}"],"path":["cas","companies",":companyId","contacts",":contactId"],"variable":[{"key":"companyId","value":""},{"key":"contactId","value":""}]},"description":"# PUT Company Contacts\n\n**Description:** \nUpdates an existing company contact record, allowing modification of the linked contact and/or contact type.\n\n**Scopes:** \n`cas_incorporator`, `bgl_partner`, `cas_plus`\n\n**URL:** \n`{{baseUrl}}/cas/companies/:companyId/contacts/:contactId`\n\n---\n\n## Path Parameters\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| companyId | String (UUID) | Identifier of the company |\n| contactId | Number | Identifier of the contact record |\n\n---\n\n## Headers\n\n| Header Name | Value | Comments |\n| --- | --- | --- |\n| Authorization | Bearer {{ACCESS_TOKEN}} | Required OAuth2 token |\n| Content-Type | application/json | Request body is JSON |\n\n---\n\n## Request Body\n\n### Top-Level Fields\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| contactId | Number | Identifier of the contact to associate with the company |\n| contactType | String | Type of contact (e.g., Company Contact, Billing contact) |\n\n---\n\n## Response: Company Contact Object\n\n### Top-Level Fields\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| id | Number | Unique identifier for the contact record |\n| contactId | Number | Identifier of the related contact |\n| contactType | String | Contact type (as returned by the API) |\n\n---\n\n## Example cURL\n\n\\`\\`\\`bash \ncurl --location --request PUT '[https://api.uat.bgl360.com.au/cas/companies/9062223c-7a64-4ba5-80d6-91071854d970/contacts/106751'](https://api.uat.bgl360.com.au/cas/companies/9062223c-7a64-4ba5-80d6-91071854d970/contacts/106751') \n\\--header 'Authorization: Bearer {{ACCESS_TOKEN}}' \n\\--header 'Content-Type: application/json' \n\\--data '{ \n\"contactId\": 98736526, \n\"contactType\": \"Company Contact\" \n}'"},"response":[{"id":"03cedae8-1f1d-41ad-84ed-fd2c5d40f836","name":"PUT Company Contact","originalRequest":{"method":"PUT","header":[],"url":{"raw":"{{baseUrl}}/cas/companies/:companyId/contacts/:contactId","host":["{{baseUrl}}"],"path":["cas","companies",":companyId","contacts",":contactId"],"variable":[{"key":"companyId","value":""},{"key":"contactId","value":""}]}},"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json","description":"","type":"text"}],"cookie":[{"expires":"Invalid Date","domain":"","path":""}],"responseTime":null,"body":"{\n \"contactId\": 98736526,\n \"contactType\": \"Company contact\",\n \"id\": 106751\n}"}],"_postman_id":"bbe94161-b6e8-464c-95b4-ff950c2accbb"},{"name":"DELETE Company Contacts","id":"71532854-66c6-4736-8db0-1ea01d320e34","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"noauth"},"method":"DELETE","header":[],"url":{"raw":"{{baseUrl}}/cas/companies/:companyId/contacts/:contactId","host":["{{baseUrl}}"],"path":["cas","companies",":companyId","contacts",":contactId"],"variable":[{"key":"companyId","value":""},{"key":"contactId","value":""}]},"description":"# DELETE Company Contact\n\n**Description:** \nRemoves a contact association from a company. Returns a status indicating the deletion outcome.\n\n**Scopes:** \n`cas_incorporator`, `bgl_partner`, `cas_plus`\n\n**URL:** \n`{{baseUrl}}/cas/companies/:companyId/contacts/:contactId`\n\n---\n\n## Path Parameters\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| companyId | String (UUID) | Identifier of the company |\n| contactId | Number | Identifier of the contact record |\n\n---\n\n## Headers\n\n| Header Name | Value | Comments |\n| --- | --- | --- |\n| Authorization | Bearer {{ACCESS_TOKEN}} | Required OAuth2 token |\n\n---\n\n## Response: Status Object\n\n### Top-Level Fields\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| status | String | Result of the operation (e.g., DELETED) |\n\n---\n\n## Example cURL\n\n\\`\\`\\`bash \ncurl --location --request DELETE '[https://api.uat.bgl360.com.au/cas/companies/9062223c-7a64-4ba5-80d6-91071854d970/contacts/106751'](https://api.uat.bgl360.com.au/cas/companies/9062223c-7a64-4ba5-80d6-91071854d970/contacts/106751') \n\\--header 'Authorization: Bearer {{ACCESS_TOKEN}}'"},"response":[{"id":"583d6dd6-97bd-423a-b1b8-8f94e614bc3a","name":"DELETE Company Contacts","originalRequest":{"method":"DELETE","header":[],"url":{"raw":"{{baseUrl}}/cas/companies/:companyId/contacts/:contactId","host":["{{baseUrl}}"],"path":["cas","companies",":companyId","contacts",":contactId"],"variable":[{"key":"companyId","value":""},{"key":"contactId","value":""}]}},"_postman_previewlanguage":"Text","header":null,"cookie":[],"responseTime":null,"body":"{ \"status\": \"DELETED\" }"}],"_postman_id":"71532854-66c6-4736-8db0-1ea01d320e34"}],"id":"16711001-144d-4e3f-8875-92657f174e3c","_postman_id":"16711001-144d-4e3f-8875-92657f174e3c"},{"name":"Company Addresses","item":[{"name":"List of company addresses","id":"c67b1def-9824-4cba-a4cc-199a338a1f2d","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"noauth"},"method":"GET","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/companies/:companyId/addresses?offset={{offset}}&limit={{limit}}","host":["{{baseUrl}}"],"path":["companies",":companyId","addresses"],"query":[{"key":"offset","value":"{{offset}}","description":"number | Required | Example = 0 |"},{"key":"limit","value":"{{limit}}","description":"number | Required | Example = 500 |"}],"variable":[{"key":"companyId","value":"{{companyId}}","description":"[REQUIRED]"}]},"description":"Returns a list of company addresses for a given company\n\n### Query Parameters\n\n| Form Parameter | type | Mandatory | Description |\n| -------- | -------- | -------- | -------- |\n| offset | number | Required | Example = 0 |\n| limit | number | Required | Example = 500 |\n\n### Response Body\n\n| Key | Datatype | Mandatory | Constraints/Comments |\n| ----------------- | -------- | --------- | -------------------------------------------------------------------------------------------------------- |\n| companyId | Number | |\n| addressId | Number | |\n| effectiveDate | String |ISO 8601 date https://en.wikipedia.org/wiki/ISO_8601. |\n| id | Number | Yes | |\n| officeOccupier | String | Only valid for Registered Office Address |\n| type | String | Must be one of 'Registered Office Address'/'Business Address'/'Postal Address'’/’Meeting Address’ | |\n| prepareForm | Boolean |Change to be notified to ASIC within 28 days on a Form 484 Change to Company Details. |\n\n\n**shareType object**\n\n| Key | Datatype | Mandatory | Constraints |\n| ----------- | -------- | --------- | --------------------------------------------------------------------- |\n| paid | Float | Yes | Can be an integer or floating point number. Example: 10, 255, 3.14159 |\n| unpaid | Float | Yes | Can be an integer or floating point number. Example: 10, 255, 3.14159 |\n| currency | String | Yes | an ISO currency code https://en.wikipedia.org/wiki/ISO_4217 |\n| description | String | No | |\n| shareClass | Object | Yes | See table below |\n\n**shareClass object**\n\n| Key | Datatype | Mandatory | Constraints |\n| ------------ | -------- | --------- | ----------- |\n| descriptions | String | Yes | |\n| cCode | String | Yes | |\n\n\n**Additional keys**\n\n| Key | Datatype | Mandatory | Constraints |\n| ------ | -------- | --------- | ----------- |\n| offset | Number | Yes | |\n| limit | Number | Yes | |\n| total | Number | Yes | |"},"response":[{"id":"ceb9e5c4-763e-41d9-a357-a5a6ad2cf396","name":"200: List of company addresses","originalRequest":{"method":"GET","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/companies/:companyId/addresses?offset={{offset}}&limit={{limit}}","host":["{{baseUrl}}"],"path":["companies",":companyId","addresses"],"query":[{"key":"offset","value":"{{offset}}","description":"number | Required | Example = 0 |"},{"key":"limit","value":"{{limit}}","description":"number | Required | Example = 500 |"}],"variable":[{"key":"companyId","value":"{{companyId}}","description":"[REQUIRED]"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Sun, 28 Mar 2021 23:22:05 GMT"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Transfer-Encoding","value":"chunked"},{"key":"Connection","value":"keep-alive"},{"key":"Server","value":"nginx"},{"key":"X-Rate-Daily-Limit-Remaining","value":"-1"},{"key":"vary","value":"accept-encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"X-Content-Type-Options","value":"nosniff"},{"key":"Content-Security-Policy","value":"frame-ancestors 'self' staging.sf360.com.au"},{"key":"X-Frame-Options","value":"ALLOW-FROM https://staging.sf360.com.au"}],"cookie":[],"responseTime":null,"body":"{\n \"companyId\": \"7d9f84cc-4801-40ce-aeb5-42e29e91b807\",\n \"companyAddresses\": [\n {\n \"addressId\": 1460,\n \"effectiveDate\": \"2021-01-29\",\n \"id\": 11057,\n \"officeOccupier\": null,\n \"prepareForm\": true,\n \"type\": \"Registered Office Address\"\n },\n {\n \"addressId\": 1460,\n \"effectiveDate\": \"2021-01-29\",\n \"id\": 11058,\n \"officeOccupier\": null,\n \"prepareForm\": true,\n \"type\": \"Business Address\"\n },\n {\n \"addressId\": 1460,\n \"effectiveDate\": \"2021-01-29\",\n \"id\": 11059,\n \"officeOccupier\": null,\n \"prepareForm\": false,\n \"type\": \"Postal Address\"\n },\n {\n \"addressId\": 1460,\n \"effectiveDate\": \"2021-01-29\",\n \"id\": 11060,\n \"officeOccupier\": null,\n \"prepareForm\": false,\n \"type\": \"Meeting Address\"\n },\n {\n \"addressId\": 1460,\n \"effectiveDate\": \"2021-01-29\",\n \"id\": 11061,\n \"officeOccupier\": null,\n \"prepareForm\": false,\n \"type\": \"Members Register Address\"\n },\n {\n \"addressId\": 1460,\n \"effectiveDate\": \"2021-01-29\",\n \"id\": 11062,\n \"officeOccupier\": null,\n \"prepareForm\": false,\n \"type\": \"Debentures Register Address\"\n },\n {\n \"addressId\": 1460,\n \"effectiveDate\": \"2021-01-29\",\n \"id\": 11063,\n \"officeOccupier\": null,\n \"prepareForm\": false,\n \"type\": \"Directors Shareholdings Address\"\n },\n {\n \"addressId\": 1460,\n \"effectiveDate\": \"2021-01-29\",\n \"id\": 11064,\n \"officeOccupier\": null,\n \"prepareForm\": false,\n \"type\": \"Registers Address\"\n }\n ],\n \"limit\": 500,\n \"offset\": 0,\n \"total\": 8\n}"}],"_postman_id":"c67b1def-9824-4cba-a4cc-199a338a1f2d"},{"name":"Create Company Address","id":"616f9313-11c8-471d-911d-25faccd54aee","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"POST","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"addressId\": \"{{addressId}}\",\n \"effectiveDate\": \"{{effectiveDate}}\",\n \"officeOccupier\": \"{{officeOccupier}}\",\n \"prepareForm\": {{prepareForm}},\n \"type\": \"{{type}}\"\n}\n\n\n"},"url":{"raw":"{{baseUrl}}/companies/:companyId/addresses","host":["{{baseUrl}}"],"path":["companies",":companyId","addresses"],"variable":[{"key":"companyId","value":"{{companyId}}"}]},"description":"Creates a company address.\n\nConstraint: If an address already exists for this company with the same type & effective date, the request will be rejected\n\n### Request Body\n\n\n| Key | Datatype | Mandatory | Constraints |\n| ----------- | -------- | --------- | ---------------------------------------------------------------------------------------------------------------- |\n| addressId | Number | Yes | |\n| effectiveDate | String | Yes | \tISO 8601 date https://en.wikipedia.org/wiki/ISO_8601. |\n| officeOccupier | String | No | Only valid for Registered Office Address |\t \n| prepareForm | Boolean | No | true = Change to be notified to ASIC within 28 days on a Form 484 Change to Company Details |\n| type | String | Yes | Must be one of 'Registered Office Address'/'Business Address'/'Postal Address'’/’Meeting Address’ |\n\n\n## Response Body\n\nReturns a list containing objects as described below\n\n| Key | Datatype | Constraints |\n| ----------- | -------- | ---------------------------------------------------------------------------------------------------------------- |\n| addressId | Number | |\n| effectiveDate | String |ISO 8601 date https://en.wikipedia.org/wiki/ISO_8601. |\n| id | Number | Yes | |\n| officeOccupier | String | Only valid for Registered Office Address |\n| type | String | Must be one of 'Registered Office Address'/'Business Address'/'Postal Address'’/’Meeting Address’ | |\n| prepareForm | Boolean |Change to be notified to ASIC within 28 days on a Form 484 Change to Company Details. |\n\n**Additional keys**\n\n| Key | Datatype | Mandatory | Constraints |\n| ------ | -------- | --------- | ----------- |\n| offset | Number | Yes | |\n| limit | Number | Yes | |\n| total | Number | Yes | |"},"response":[{"id":"e13589a8-35b9-4306-ad0d-fff7c5b6d250","name":"200-Create Company Address","originalRequest":{"method":"POST","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"addressId\": \"{{addressId}}\",\n \"effectiveDate\": \"{{effectiveDate}}\",\n \"officeOccupier\": \"{{officeOccupier}}\",\n \"prepareForm\": {{prepareForm}},\n \"type\": \"{{type}}\"\n}\n\n\n"},"url":{"raw":"{{baseUrl}}/companies/:companyId/addresses","host":["{{baseUrl}}"],"path":["companies",":companyId","addresses"],"variable":[{"key":"companyId","value":"{{companyId}}"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Mon, 29 Mar 2021 00:00:39 GMT"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Transfer-Encoding","value":"chunked"},{"key":"Connection","value":"keep-alive"},{"key":"Server","value":"nginx"},{"key":"X-Rate-Daily-Limit-Remaining","value":"-1"},{"key":"vary","value":"accept-encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"X-Content-Type-Options","value":"nosniff"},{"key":"Content-Security-Policy","value":"frame-ancestors 'self' staging.sf360.com.au"},{"key":"X-Frame-Options","value":"ALLOW-FROM https://staging.sf360.com.au"}],"cookie":[],"responseTime":null,"body":"{\n \"addressId\": 1458,\n \"effectiveDate\": \"2021-03-28\",\n \"id\": 11066,\n \"officeOccupier\": \"null\",\n \"prepareForm\": true,\n \"type\": \"Registered Office Address\"\n}"}],"_postman_id":"616f9313-11c8-471d-911d-25faccd54aee"},{"name":"Delete a company address","id":"4287edb2-5772-452c-ab3a-3c7c215239bd","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"DELETE","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/companies/:companyId/addresses/:companyAddressId","host":["{{baseUrl}}"],"path":["companies",":companyId","addresses",":companyAddressId"],"variable":[{"key":"companyId","value":"{{companyId}}","description":"[Required]"},{"key":"companyAddressId","value":"{{companyAddressId}}","description":"[Required]"}]},"description":"delete an address "},"response":[{"id":"0f7ef6ba-ae0f-4e57-bae3-97db6c484440","name":"Status 200","originalRequest":{"method":"DELETE","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":"{{baseUrl}}/companies/78687683/addresses/989488888"},"status":"OK","code":200,"_postman_previewlanguage":"text","header":[{"key":"Content-Type","value":"text/plain"}],"cookie":[],"responseTime":null,"body":""}],"_postman_id":"4287edb2-5772-452c-ab3a-3c7c215239bd"}],"id":"2247f0bb-2957-49b0-aecd-1b4b98a423ae","_postman_id":"2247f0bb-2957-49b0-aecd-1b4b98a423ae"},{"name":"Company Officers","item":[{"name":"List of officers","id":"dcf8b73f-72f0-4126-bd62-998f4a07fc93","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"noauth"},"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."}],"url":{"raw":"{{baseUrl}}/companies/:companyId/officers?offset={{offset}}&limit={{limit}}&all={{showallofficers}}","host":["{{baseUrl}}"],"path":["companies",":companyId","officers"],"query":[{"key":"offset","value":"{{offset}}"},{"key":"limit","value":"{{limit}}"},{"key":"all","value":"{{showallofficers}}","description":"[OPTIONAL] - true/false to show all officers (e.g. including deceased/removed/resisnged)"}],"variable":[{"key":"companyId","value":"{{companyId}}"}]},"description":"Returns a list of officers for a company\n\n### Response Body\n\nReturns a list of objects that will contain the below keys\n\n \n|Key | Datatype | Mandatory | Constraints |\n| ----------- | -------- | --------- | ---------------------------------------------------- |\n|alternateContactId |Number |No |This is the contactID of the existing director\\Mandatory if the position is 'Alternate'| |\n|alternateTerms|String |No |Terms of Alternate appointmentMandatory if the position is 'Alternate'| |\n|appointDate|Date |No|ISO 8601 date https://en.wikipedia.org/wiki/ISO_8601. Cannot be after ‘ceaseDate’ | |\n| ceaseDate | Date | No | ISO 8601 date https://en.wikipedia.org/wiki/ISO_8601. Only if positionStatus is present and is not ‘Appointed’. Cannot be before ‘appointDate’| | \n|companyId |Number|Yes |Must be an ID of an existing company.| |\n|contactId|Number |Yes |Must be ID of an existing contact| |\n|id|Number|Yes|Must be ID of an existing Officer transaction| |\n|nominatorContactId |Number |No|This is the contactID of the existing director\\Mandatory if the position is 'Nominee Director' | |\n|notes |String |No |Text | |\n|position |String |Yes |Must be one of 'Director','Secretary', 'Alternate', Managing Director, Manager, Nominee Director, | Managing Director, Manager, Nominee Director only supported for SG companies|\n|positionStatus |String |No |Must be one of 'Appointed, Resigned, Removed, Deceased' | |\n|prepareForm |Boolean |No|True or False| |\n|signatoryStatus|String |No|Must be one of 'Attendee, Signatory, Chairperson, Form Signatory, Apology, Non Attendee' | |\n\n\n\n\n---\n**Additional keys**\n\n| Key | Datatype | Mandatory | Constraints |\n| ------ | -------- | --------- | ----------- |\n| offset | Number | Yes | |\n| limit | Number | Yes | |\n| total | Number | Yes | |"},"response":[{"id":"6a56495f-59de-4b80-84ad-5527362e644b","name":"List of officers","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."}],"url":{"raw":"{{baseUrl}}/companies/:companyId/officers?offset={{offset}}&limit={{limit}}","host":["{{baseUrl}}"],"path":["companies",":companyId","officers"],"query":[{"key":"offset","value":"{{offset}}"},{"key":"limit","value":"{{limit}}"}],"variable":[{"key":"companyId","value":null}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"x-rate-daily-limit-remaining","value":"998"},{"key":"vary","value":"accept-encoding, Accept-Encoding"},{"key":"content-type","value":"application/json;charset=UTF-8"},{"key":"date","value":"Mon, 07 Mar 2022 01:20:01 GMT"},{"key":"server","value":"BGL"},{"key":"content-encoding","value":"gzip"},{"key":"content-security-policy","value":"frame-ancestors 'self' uat.sf360.com.au"},{"key":"x-content-type-options","value":"nosniff"},{"key":"x-frame-options","value":"ALLOW-FROM https://uat.sf360.com.au"},{"key":"transfer-encoding","value":"chunked"}],"cookie":[],"responseTime":null,"body":"{\n \"companyId\": \"af99c0f0-81b1-462e-a925-891b886a88e2\",\n \"limit\": 2,\n \"officers\": [\n {\n \"alternateContactId\": null,\n \"alternateTerms\": null,\n \"appointDate\": \"2022-03-07\",\n \"ceaseDate\": null,\n \"contactId\": 1800189,\n \"id\": 1963443,\n \"nominatorContactId\": null,\n \"notes\": null,\n \"position\": \"Director\",\n \"positionStatus\": \"Appointed\",\n \"prepareForm\": false,\n \"signatoryStatus\": \"Chairperson\"\n }\n ],\n \"offset\": 0,\n \"total\": 1\n}"}],"_postman_id":"dcf8b73f-72f0-4126-bd62-998f4a07fc93"},{"name":"Create Company Officer","id":"528bb5e8-024b-4b59-af37-3af7ce74d263","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"POST","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"alternateContactId\": null,\n \"alternateTerms\": null,\n \"appointDate\": \"2020-04-01\",\n \"ceaseDate\": null,\n \"contactId\": 11038,\n \"nominatorContactId\": null,\n \"notes\": null,\n \"position\": \"Director\",\n \"positionStatus\": \"Appointed\",\n \"prepareForm\": true,\n \"signatoryStatus\": \"Attendee\"\n }"},"url":{"raw":"{{baseUrl}}/companies/:companyId/officers","host":["{{baseUrl}}"],"path":["companies",":companyId","officers"],"variable":[{"key":"companyId","value":"{{companyId}}"}]},"description":"Creates a company officer.\n\nConstraints:\n\n- Cannot create an officer if one exists with the same contactId & position.\n- Contact must have birth details attached\n \n\n### Request Body\n\n| **Key** | **DataType** | **Mandatory** | **Constraints** | **Notes** |\n| --- | --- | --- | --- | --- |\n| contactId | Number | Yes | Must be ID of an existing contact | |\n| appointDate | String | Yes | ISO 8601 date [https://en.wikipedia.org/wiki/ISO_8601](https://en.wikipedia.org/wiki/ISO_8601) | |\n| position | String | Yes | Must be one of 'Director','Secretary', 'Alternate', Managing Director, Manager, Nominee Director, Chief Executive Officer | Managing Director, Manager, Nominee Director, Chief Executive Officer only supported for SG companies |\n| positionStatus | String | No | Must be one of 'Appointed, Resigned, Removed, Deceased' | |\n| ceaseDate | Date | No | ISO 8601 date [https://en.wikipedia.org/wiki/ISO_8601](https://en.wikipedia.org/wiki/ISO_8601). Only if positionStatus is present and is not ‘Appointed’. Cannot be before ‘appointedDate’ | |\n| signatoryStatus | String | No | Must be one of 'Attendee, Signatory, Chairperson, Form Signatory, Apology, Non Attendee' | |\n| alternateContactId | Number | No | This is the contactID of the existing director\\\\Mandatory if the position is 'Alternate' | |\n| alternateTerms | String | No | Terms of Alternate appointmentMandatory if the position is 'Alternate' | |\n| nominatorContactId | Number | No | This is the contactID of the existing director\\\\Mandatory if the position is 'Nominee Director' | |\n| notes | String | No | Text | |\n| prepareForm | Boolean | No | True or False | |\n\n### Response Body\n\nReturns a list of objects that will contain the below keys\n\n| Key | Datatype | Mandatory | Constraints |\n| --- | --- | --- | --- |\n| id | Number | Yes | Must be ID of an existing Officer transaction |\n| contactId | Number | Yes | Must be ID of an existing contact |\n| position | String | Yes | Must be one of 'Director','Secretary', 'Alternate', Managing Director, Manager, Nominee Director, |\n| positionStatus | String | No | Must be one of 'Appointed, Resigned, Removed, Deceased' |\n| ceaseDate | Date | No | ISO 8601 date [https://en.wikipedia.org/wiki/ISO_8601](https://en.wikipedia.org/wiki/ISO_8601). 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Cannot be after ‘ceaseDate’ |\n| signatoryStatus | String | No | Must be one of 'Attendee, Signatory, Chairperson, Form Signatory, Apology, Non Attendee' |\n| alternateContactId | Number | No | This is the contactID of the existing director\\\\Mandatory if the position is 'Alternate' |\n| alternateTerms | String | No | Terms of Alternate appointmentMandatory if the position is 'Alternate' |\n| nominatorContactId | Number | No | This is the contactID of the existing director\\\\Mandatory if the position is 'Nominee Director' |\n| notes | String | No | Text |\n| prepareForm | Boolean | No | True or False |"},"response":[{"id":"28037dd9-f2d5-445c-add4-8f059bba481f","name":"Status 200","originalRequest":{"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"\"\""},"url":"{{baseUrl}}/companies/68465168168/officers"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"contactId\": \"68482290001\",\n \"appointDate\": \"2018-12-18\",\n \"position\": \"Director\"\n}"}],"_postman_id":"528bb5e8-024b-4b59-af37-3af7ce74d263"},{"name":"Update Company Officer","id":"8de9d82b-1295-4274-bbd3-304adcfff4fe","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"noauth"},"method":"PUT","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"contactId\": 123456,\n \"position\": \"Director\",\n \"positionStatus\": \"Appointed\",\n \"appointDate\": \"2021-01-11\",\n \"signatoryStatus\": \"Chairperson\",\n \"notes\": \"\",\n \"prepareDocuments\": \"N\"\n}"},"url":{"raw":"{{baseUrl}}/cas/companies/:companyId/officers/:officerId","host":["{{baseUrl}}"],"path":["cas","companies",":companyId","officers",":officerId"],"variable":[{"key":"companyId","value":"{{companyId}}"},{"key":"officerId","value":"{{officerId}}"}]},"description":"Update an existing Officer Transaction in order to complete the change in CAS360\n\n\n### Request Body\n\n|**Key**|**DataType** |**Mandatory** |**Constraints** |**Notes**|\n|--|--|--|--|--|\n|contactId|Number |Yes |Must be ID of an existing contact| |\n|appointDate|String |Yes |ISO 8601 date https://en.wikipedia.org/wiki/ISO_8601| |\n|position |String |Yes |Must be one of 'Director','Secretary', 'Alternate', Managing Director, Manager, Nominee Director, | Managing Director, Manager, Nominee Director only supported for SG companies|\n|positionStatus |String |No |Must be one of 'Appointed, Resigned, Removed, Deceased' | |\n| ceaseDate | Date | No | ISO 8601 date https://en.wikipedia.org/wiki/ISO_8601. Only if positionStatus is present and is not ‘Appointed’. Cannot be before ‘appointedDate’| | |\n|signatoryStatus|String |No|Must be one of 'Attendee, Signatory, Chairperson, Form Signatory, Apology, Non Attendee' | |\n|alternateContactId |Number |No |This is the contactID of the existing director\\Mandatory if the position is 'Alternate'| |\n|alternateTerms|String |No |Terms of Alternate appointmentMandatory if the position is 'Alternate'| |\n|nominatorContactId |Number |No|This is the contactID of the existing director\\Mandatory if the position is 'Nominee Director' | |\n|notes |String |No |Text | |\n|prepareForm |Boolean |No|True or False| |\n\n\n### Response Body\n\nReturns a list of objects that will contain the below keys\n\n |Key | Datatype | Mandatory | Constraints |\n| ----------- | -------- | --------- | ---------------------------------------------------- |\n|id|Number|Yes|Must be ID of an existing Officer transaction| |\n|contactId|Number |Yes |Must be ID of an existing contact| |\n|position |String |Yes |Must be one of 'Director','Secretary', 'Alternate', Managing Director, Manager, Nominee Director, | Managing Director, Manager, Nominee Director only supported for SG companies|\n|positionStatus |String |No |Must be one of 'Appointed, Resigned, Removed, Deceased' | |\n| ceaseDate | Date | No | ISO 8601 date https://en.wikipedia.org/wiki/ISO_8601. Only if positionStatus is present and is not ‘Appointed’. Cannot be before ‘appointDate’| | |\n|appointDate|Date |No|ISO 8601 date https://en.wikipedia.org/wiki/ISO_8601. Cannot be after ‘ceaseDate’ | |\n|signatoryStatus|String |No|Must be one of 'Attendee, Signatory, Chairperson, Form Signatory, Apology, Non Attendee' | |\n|alternateContactId |Number |No |This is the contactID of the existing director\\Mandatory if the position is 'Alternate'| |\n|alternateTerms|String |No |Terms of Alternate appointmentMandatory if the position is 'Alternate'| |\n|nominatorContactId |Number |No|This is the contactID of the existing director\\Mandatory if the position is 'Nominee Director' | |\n|notes |String |No |Text | |\n|prepareForm |Boolean |No|True or False| |"},"response":[],"_postman_id":"8de9d82b-1295-4274-bbd3-304adcfff4fe"},{"name":"Delete an officer","id":"088f6790-7229-440b-a643-e2a643dd938e","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"DELETE","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/companies/:companyId/officers/:officerId","host":["{{baseUrl}}"],"path":["companies",":companyId","officers",":officerId"],"variable":[{"key":"companyId","value":"{{companyId}}"},{"key":"officerId","value":"{{officerId}}"}]},"description":"delete an officer"},"response":[{"id":"a2d3e5d9-4564-4fec-b8aa-8b921e4ea467","name":"Status 200","originalRequest":{"method":"DELETE","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":"{{baseUrl}}/companies/5615151651/officers/4468468468"},"status":"OK","code":200,"_postman_previewlanguage":"text","header":[{"key":"Content-Type","value":"text/plain"}],"cookie":[],"responseTime":null,"body":""}],"_postman_id":"088f6790-7229-440b-a643-e2a643dd938e"}],"id":"3141e35d-967c-414e-b418-1da060e6c77b","_postman_id":"3141e35d-967c-414e-b418-1da060e6c77b"},{"name":"Share Transactions","item":[{"name":"List of Share Transactions","id":"45c24553-1b44-4128-a36e-0483dafd98ff","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"GET","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/companies/:companyId/shareTransactions?offset={{offset}}&limit={{limit}}","host":["{{baseUrl}}"],"path":["companies",":companyId","shareTransactions"],"query":[{"key":"offset","value":"{{offset}}","description":"number | Required | Example = 0 |"},{"key":"limit","value":"{{limit}}","description":"number | Required | Example = 500 |"}],"variable":[{"key":"companyId","value":"{{companyId}}","description":"[REQUIRED] - Unique Id of company"}]},"description":"Returns a list of company share transactions for a given company\n\n### Query Parameters\n\n| Form Parameter | type | Mandatory | Description |\n| -------- | -------- | -------- | -------- |\n| offset | number | Required | Example = 0 |\n| limit | number | Required | Example = 500 |\n\n### Response Body\n\n| Key | Datatype | Mandatory | Constraints |\n| ----------------- | -------- | --------- | -------------------------------------------------------------------------------------------------------- |\n| id | Number | Yes | |\n| shareholderId | Number | Yes | Must be an id of an existing contact. Contact can only be of type 'People'/'Company'/'Joint Member' |\n| beneficialOwnerId | Number | No | Must be an id of an existing contact |\n| type | String | Yes | Must be one of 'Allotment'/'Balance' |\n| transactionDate | String | Yes | ISO 8601 date https://en.wikipedia.org/wiki/ISO_8601. Can not be before the company's incorporation Datatype |\n| numberOfShares | Float | Yes | Can be an integer or floating point number. Example: 10, 255, 3.14159 |\n| certificateType | String | Yes | Must be one of 'Transaction'/'Balance'/'None' |\n| certificateNumber | String | Yes | Only mandatory if certificateType is no 'None' |\n| prepareForm | Boolean | No | True or False. True will result in change form (484) being prepared for ASIC|\n| shareType | Object | Yes | See table below |\n\n**shareType object**\n\n| Key | Datatype | Mandatory | Constraints |\n| ----------- | -------- | --------- | --------------------------------------------------------------------- |\n| paid | Float | Yes | Can be an integer or floating point number. Example: 10, 255, 3.14159 |\n| unpaid | Float | Yes | Can be an integer or floating point number. Example: 10, 255, 3.14159 |\n| currency | String | Yes | an ISO currency code https://en.wikipedia.org/wiki/ISO_4217 |\n| description | String | No | |\n| shareClass | Object | Yes | See table below |\n\n**shareClass object**\n\n| Key | Datatype | Mandatory | Constraints |\n| ------------ | -------- | --------- | ----------- |\n| descriptions | String | Yes | |\n| cCode | String | Yes | |\n\n\n**Additional keys**\n\n| Key | Datatype | Mandatory | Constraints |\n| ------ | -------- | --------- | ----------- |\n| offset | Number | Yes | |\n| limit | Number | Yes | |\n| total | Number | Yes | |"},"response":[{"id":"1ac63948-08cd-4dbf-acfd-5b667cebfb86","name":"200 List of Share Transactions","originalRequest":{"method":"GET","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/companies/:companyId/shareTransactions?offset={{offset}}&limit={{limit}}","host":["{{baseUrl}}"],"path":["companies",":companyId","shareTransactions"],"query":[{"key":"offset","value":"{{offset}}","description":"number | Required | Example = 0 |"},{"key":"limit","value":"{{limit}}","description":"number | Required | Example = 500 |"}],"variable":[{"key":"companyId","value":"{{companyId}}","description":"[REQUIRED] - Unique Id of company"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Mon, 29 Mar 2021 02:27:49 GMT"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Transfer-Encoding","value":"chunked"},{"key":"Connection","value":"keep-alive"},{"key":"Server","value":"nginx"},{"key":"X-Rate-Daily-Limit-Remaining","value":"-1"},{"key":"vary","value":"accept-encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"X-Content-Type-Options","value":"nosniff"},{"key":"Content-Security-Policy","value":"frame-ancestors 'self' staging.sf360.com.au"},{"key":"X-Frame-Options","value":"ALLOW-FROM https://staging.sf360.com.au"}],"cookie":[],"responseTime":null,"body":"{\n \"companyId\": \"7d9f84cc-4801-40ce-aeb5-42e29e91b807\",\n \"limit\": 500,\n \"offset\": 0,\n \"shareTransactions\": [\n {\n \"beneficialOwnerId\": null,\n \"certificateNumber\": \"1\",\n \"certificateType\": \"Transaction\",\n \"id\": 12710,\n \"numberOfShares\": 100,\n \"prepareForm\": true,\n \"shareType\": {\n \"currency\": \"AUD\",\n \"description\": \"ORDINARY SHARES\",\n \"paid\": 1,\n \"shareClass\": {\n \"cCode\": \"ORD\",\n \"description\": \"ORDINARY SHARES\"\n },\n \"unpaid\": 0\n },\n \"shareholderId\": 11038,\n \"transactionDate\": \"2021-01-29\",\n \"type\": \"Allotment\"\n },\n {\n \"beneficialOwnerId\": null,\n \"certificateNumber\": \"2\",\n \"certificateType\": \"Balance\",\n \"id\": 12711,\n \"numberOfShares\": 1,\n \"prepareForm\": true,\n \"shareType\": {\n \"currency\": \"AUD\",\n \"description\": \"ORDINARY SHARES\",\n \"paid\": 1,\n \"shareClass\": {\n \"cCode\": \"ORD\",\n \"description\": \"ORDINARY SHARES\"\n },\n \"unpaid\": 0\n },\n \"shareholderId\": 11038,\n \"transactionDate\": \"2021-03-29\",\n \"type\": \"Return of capital Transfer out\"\n },\n {\n \"beneficialOwnerId\": null,\n \"certificateNumber\": \"3\",\n \"certificateType\": \"Transaction\",\n \"id\": 12712,\n \"numberOfShares\": 1,\n \"prepareForm\": true,\n \"shareType\": {\n \"currency\": \"AUD\",\n \"description\": \"ORDINARY SHARES\",\n \"paid\": 0.99,\n \"shareClass\": {\n \"cCode\": \"ORD\",\n \"description\": \"ORDINARY SHARES\"\n },\n \"unpaid\": 0\n },\n \"shareholderId\": 11038,\n \"transactionDate\": \"2021-03-29\",\n \"type\": \"Return of capital Transfer in\"\n }\n ],\n \"total\": 3\n}"}],"_postman_id":"45c24553-1b44-4128-a36e-0483dafd98ff"},{"name":"Create new share transaction","id":"cd16949d-0f3f-43e3-bcb4-9fa5a982387e","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"POST","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":" { \n \"shareholderId\": {{shareholderId}},\n \"beneficialOwnerId\": {{beneficialOwnerId}},\n \"certificateNumber\":\"{{certificateNumber}}\",\n \"certificateType\":\"{{certificateType}}\",\n \"numberOfShares\": {{numberOfShares}},\n \"transactionDate\":\"{{transactionDate}}\",\n \"type\":\"{{type}}\",\n \"shareType\":{ \n \"currency\":\"{{currency}}\",\n \"description\":\"{{ORDINARY SHARES}}\",\n \"paid\": {{paid}},\n \"shareClass\":{ \n \"cCode\":\"{{cCode}}\",\n \"description\":\"{{description}}\"\n },\n \"unpaid\": {{unpaid}}\n }\n}"},"url":{"raw":"{{baseUrl}}/companies/:companyId/shareTransactions","host":["{{baseUrl}}"],"path":["companies",":companyId","shareTransactions"],"variable":[{"key":"companyId","value":"{{companyId}}","description":"[Required]"}]},"description":"Create new share transaction for a given company\n\n### Request Body\n\n| Key | Datatype | Mandatory | Constraints/Comments |\n| --- | --- | --- | --- |\n| beneficialOwnerId | Number | No | Must be an id of an existing contact |\n| certificateType | String | Yes | Must be one of 'Transaction'/'Balance'/'None' |\n| certificateNumber | String | Yes | Only mandatory if certificateType is no 'None' |\n| numberOfShares | Float | Yes | Can be an integer or floating point number. Example: 10, 255, 3.14159 |\n| prepareForm | Boolean | No | True or False. True will result in change form (484) being prepared for ASIC |\n| shareType | Object | Yes | See table below |\n| shareholderId | Number | Yes | Must be an id of an existing contact. Contact can only be of type 'People'/'Company'/'Joint Member' |\n| transactionDate | String | Yes | ISO 8601 date [https://en.wikipedia.org/wiki/ISO_8601](https://en.wikipedia.org/wiki/ISO_8601). Can not be before the company's incorporation Datatype |\n| type | String | Yes | Must be one of 'Allotment'/'Balance'/'Subscription' |\n\n**shareType object**\n\n| Key | Datatype | Mandatory | Constraints |\n| --- | --- | --- | --- |\n| paid | Float | Yes | Can be an integer or floating point number. Example: 10, 255, 3.14159 |\n| unpaid | Float | Yes | Can be an integer or floating point number. Example: 10, 255, 3.14159 |\n| currency | String | Yes | an ISO currency code [https://en.wikipedia.org/wiki/ISO_4217](https://en.wikipedia.org/wiki/ISO_4217) |\n| description | String | No | |\n| shareClass | Object | Yes | See table below |\n\n**shareClass object**\n\n| Key | Datatype | Mandatory | Constraints |\n| --- | --- | --- | --- |\n| descriptions | String | Yes | |\n| cCode | String | Yes | |\n\n**Additional keys**\n\n| Key | Datatype | Mandatory | Constraints |\n| --- | --- | --- | --- |\n| offset | Number | Yes | |\n| limit | Number | Yes | |\n| total | Number | Yes | |"},"response":[{"id":"b4b05eed-79ec-4ebd-aff7-306bcbe1589b","name":"201 - Create new share transaction","originalRequest":{"method":"POST","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"beneficialOwnerId\": null,\n \"certificateNumber\": \"5\",\n \"certificateType\": \"Transaction\",\n \"numberOfShares\": 100,\n \"prepareForm\": true,\n \"shareType\": {\n \"currency\": \"AUD\",\n \"description\": \"ORDINARY SHARES\",\n \"paid\": 1,\n \"shareClass\": {\n \"cCode\": \"ORD\",\n \"description\": \"ORDINARY SHARES\"\n },\n \"unpaid\": 0\n },\n \"shareholderId\": 11038,\n \"transactionDate\": \"2021-01-28\",\n \"type\": \"Allotment\"\n }"},"url":{"raw":"{{baseUrl}}/companies/:companyId/shareTransactions","host":["{{baseUrl}}"],"path":["companies",":companyId","shareTransactions"],"variable":[{"key":"companyId","value":"{{companyId}}","description":"[Required]"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Mon, 29 Mar 2021 02:34:30 GMT"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Transfer-Encoding","value":"chunked"},{"key":"Connection","value":"keep-alive"},{"key":"Server","value":"nginx"},{"key":"X-Rate-Daily-Limit-Remaining","value":"-1"},{"key":"vary","value":"accept-encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"X-Content-Type-Options","value":"nosniff"},{"key":"Content-Security-Policy","value":"frame-ancestors 'self' staging.sf360.com.au"},{"key":"X-Frame-Options","value":"ALLOW-FROM https://staging.sf360.com.au"}],"cookie":[],"responseTime":null,"body":"{\n \"beneficialOwnerId\": null,\n \"certificateNumber\": \"5\",\n \"certificateType\": \"Transaction\",\n \"id\": 12713,\n \"numberOfShares\": 100,\n \"prepareForm\": true,\n \"shareType\": {\n \"currency\": \"AUD\",\n \"description\": \"ORDINARY SHARES\",\n \"paid\": 1,\n \"shareClass\": {\n \"cCode\": \"ORD\",\n \"description\": \"ORDINARY SHARES\"\n },\n \"unpaid\": 0\n },\n \"shareholderId\": 11038,\n \"transactionDate\": \"2021-01-28\",\n \"type\": \"Allotment\"\n}"}],"_postman_id":"cd16949d-0f3f-43e3-bcb4-9fa5a982387e"},{"name":"Delete a share transaction","id":"7768342d-a5f5-4c5f-8d6f-9e1dc35bef66","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"DELETE","header":[{"key":"Authorization","value":""}],"url":{"raw":"{{baseUrl}}/companies/:companyId/shareTransactions/:shareTransactionId ","host":["{{baseUrl}}"],"path":["companies",":companyId","shareTransactions",":shareTransactionId "],"variable":[{"key":"companyId","value":"{{companyId}}","description":"[Required] Unique ID of Company"},{"key":"shareTransactionId ","value":"{{shareTransactionId}}","description":"[Required] ID of Share Transaction to be deleted."}]},"description":"Delete a share transaction for a given company"},"response":[{"id":"4b3793d5-d96e-4d95-b530-3fc621b31226","name":"Status 200","originalRequest":{"method":"DELETE","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/companies/54545843858/shareTransactions/:shareTransactionId ","host":["{{baseUrl}}"],"path":["companies","54545843858","shareTransactions",":shareTransactionId "],"variable":[{"key":"shareTransactionId ","value":"25534787485"}]}},"status":"OK","code":200,"_postman_previewlanguage":"text","header":[{"key":"Content-Type","value":"text/plain"}],"cookie":[],"responseTime":null,"body":""}],"_postman_id":"7768342d-a5f5-4c5f-8d6f-9e1dc35bef66"},{"name":"Company Shareholders Current Balances","id":"a7e522bb-74cc-4bf9-985e-e7f0a94a7ab7","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Authorization","value":"Bearer {{token}}","type":"text"}],"url":{"raw":"{{baseUrl}}/cas/companies/:companyId/shareholdings?groupBytypes={{groupByTypes}}&date={{date}}","host":["{{baseUrl}}"],"path":["cas","companies",":companyId","shareholdings"],"query":[{"key":"groupBytypes","value":"{{groupByTypes}}","description":"Optional - True/False - False by default. If 'true', results will be grouped by shareholder and share types (currency, paid/unpaid, class). If 'false', will group by shareholder - see sample response as an example."},{"key":"date","value":"{{date}}","description":"Optional - yyyy-mm-dd - The response will calculate balances for all transactions on or before the ‘date'."}],"variable":[{"key":"companyId","value":"{{companyId}}"}]},"description":"### Response Body\n\nReturns a list containing object as defined below\n\n| Key | Datatype | Constraints |\n| --- | --- | --- |\n| beneficialOwnerId | String | |\n| numberOfShares | number | |\n| percentageOfClass | number | |\n| shareType | Object | |\n| shareholderId | number | |\n\n**shareType object**\n\n| Key | Datatype | Constraints |\n| --- | --- | --- |\n| currency | String | |\n| description | String | |\n| paid | number | |\n| shareClass | Object | |\n| shareSubClass | String | |\n| unpaid | number | |\n\n**shareClass object**\n\n| Key | Datatype | Constraints |\n| --- | --- | --- |\n| cCode | String | |\n| description | String | |"},"response":[{"id":"5579bc1c-8846-40cb-b13a-06eb4c6186cb","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"Bearer {{token}}","type":"text"}],"url":{"raw":"{{baseUrl}}/cas/companies/:companyId/shareholdings?groupByTypes=true","host":["{{baseUrl}}"],"path":["cas","companies",":companyId","shareholdings"],"query":[{"key":"groupByTypes","value":"true"}],"variable":[{"key":"companyId","value":"{{companyId}}"}]}},"_postman_previewlanguage":"json","header":[{"key":"Content-Type","name":"Content-Type","value":"application/json","description":"","type":"text"}],"cookie":[],"responseTime":null,"body":"{\n \"shareholdings\": [\n {\n \"holdings\": [\n {\n \"beneficialOwnerId\": null,\n \"numberOfShares\": 33.000000000000000000000000000000,\n \"percentageOfClass\": \"100.00%\",\n \"shareType\": {\n \"currency\": \"CAD\",\n \"description\": \"A CLASS ORDINARY SHARES\",\n \"paid\": 33.000000000000000000000000000000000000000000000000000000000000,\n \"shareClass\": {\n \"cCode\": \"A\",\n \"description\": \"A CLASS ORDINARY SHARES\"\n },\n \"shareSubClass\": null,\n \"unpaid\": 33.000000000000000000000000000000000000000000000000000000000000\n }\n },\n {\n \"beneficialOwnerId\": null,\n \"numberOfShares\": 22.000000000000000000000000000000,\n \"percentageOfClass\": \"100.00%\",\n \"shareType\": {\n \"currency\": \"AUD\",\n \"description\": \"A CLASS ORDINARY SHARES\",\n \"paid\": 22.000000000000000000000000000000000000000000000000000000000000,\n \"shareClass\": {\n \"cCode\": \"A\",\n \"description\": \"A CLASS ORDINARY SHARES\"\n },\n \"shareSubClass\": null,\n \"unpaid\": 22.000000000000000000000000000000000000000000000000000000000000\n }\n }\n ],\n \"shareholderId\": 96031\n },\n {\n \"holdings\": [\n {\n \"beneficialOwnerId\": null,\n \"numberOfShares\": 25.000000000000000000000000000000,\n \"percentageOfClass\": \"100.00%\",\n \"shareType\": {\n \"currency\": \"AUD\",\n \"description\": \"ORDINARY SHARES\",\n \"paid\": 25.000000000000000000000000000000000000000000000000000000000000,\n \"shareClass\": {\n \"cCode\": \"ORD\",\n \"description\": \"ORDINARY SHARES\"\n },\n \"shareSubClass\": null,\n \"unpaid\": 0\n }\n }\n ],\n \"shareholderId\": 96030\n }\n ]\n}"}],"_postman_id":"a7e522bb-74cc-4bf9-985e-e7f0a94a7ab7"}],"id":"ff010843-0abc-423e-a172-2d96e91f971f","_postman_id":"ff010843-0abc-423e-a172-2d96e91f971f"},{"name":"Company Info","item":[{"name":"List Company Business Activities","id":"d5974a96-591f-4b54-b5ea-ec4ca00b05f8","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","type":"text"}],"url":{"raw":"{{baseUrl}}/cas/companies/:companyId/activities","host":["{{baseUrl}}"],"path":["cas","companies",":companyId","activities"],"query":[{"key":"","value":"","type":"text","disabled":true}],"variable":[{"key":"companyId","value":"{{companyId}}"}]},"description":"This resource returns a list of company business activities.\n\n### **Response Body**\n\nLegend:\n\n✓ Field used in that jurisdiction\n\n\\[blank\\] Field not used in that jurisdiction\n\n| **Field** | **Data Type** | **Australia & NZ** | **Singapore** | **Comment** |\n| --- | --- | --- | --- | --- |\n| activity | String | MANDATORY | MANDATORY | Name of the activity |\n| activityCode | String | MANDATORY | MANDATORY | Code of the activity |\n| activityDate | String | MANDATORY | MANDATORY | \"yyyy-mm-dd\" |\n| activityType | String | ✓ | MANDATORY | |\n| ceasedDate | String | ✓ | ✓ | \"yyyy-mm-dd\" |\n| otherDescription | String | ✓ | ✓ | |"},"response":[{"id":"7fa63287-d656-4ccf-8403-f86629682810","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/cas/companies/:companyId/activities","host":["{{baseUrl}}"],"path":["cas","companies",":companyId","activities"],"variable":[{"key":"companyId","value":"{{companyId}}"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"[\r\n {\r\n \"activity\": \"Fundraising\",\r\n \"activityCode\": \"123\",\r\n \"activityDate\": \"2023-02-22\",\r\n \"activityType\": null,\r\n \"ceasedDate\": null,\r\n \"id\": 485552,\r\n \"otherDescription\": null\r\n }\r\n]"}],"_postman_id":"d5974a96-591f-4b54-b5ea-ec4ca00b05f8"},{"name":"Create Company Business Activities","id":"3eb48db3-c8c2-4355-a7ca-a0fc5217881c","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}","type":"text"}],"body":{"mode":"raw","raw":"\r\n {\r\n \"activity\": \"Conference\",\r\n \"activityCode\": \"456\",\r\n \"activityDate\": \"2023-06-22\",\r\n \"activityType\": null,\r\n \"ceasedDate\": null,\r\n \"otherDescription\": null\r\n }\r\n","options":{"raw":{"language":"json"}}},"url":{"raw":"{{baseUrl}}/cas/companies/:companyId/activities","host":["{{baseUrl}}"],"path":["cas","companies",":companyId","activities"],"query":[{"key":"","value":"","type":"text","disabled":true}],"variable":[{"key":"companyId","value":"{{companyId}}"}]},"description":"This resource returns a list of Company Business Activities.\n\n### **Request Body**\n\nLegend:\n\n✓ Field used in that jurisdiction\n\n\\[blank\\] Field not used in that jurisdiction\n\n| **Field** | **Data Type** | **Australia & NZ** | **Singapore** | **Comment** |\n| --- | --- | --- | --- | --- |\n| activity | String | MANDATORY | MANDATORY | Name of the activity |\n| activityCode | String | MANDATORY | MANDATORY | Code of the activity |\n| activityDate | String | MANDATORY | MANDATORY | \"yyyy-mm-dd\" |\n| activityType | String | ✓ | MANDATORY | |\n| ceasedDate | String | ✓ | ✓ | \"yyyy-mm-dd\" |\n| otherDescription | String | ✓ | ✓ | |"},"response":[{"id":"bb1ef258-2287-46b1-b43e-a60cd04eb377","name":"Status 201","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","name":"Content-Type","value":"application/json","type":"text"}],"body":{"mode":"raw","raw":"\r\n {\r\n \"activity\": \"Conference\",\r\n \"activityCode\": \"456\",\r\n \"activityDate\": \"2023-06-22\",\r\n \"activityType\": null,\r\n \"ceasedDate\": null,\r\n \"otherDescription\": null\r\n }\r\n","options":{"raw":{"language":"json"}}},"url":{"raw":"{{baseUrl}}/cas/companies/:companyId/activities","host":["{{baseUrl}}"],"path":["cas","companies",":companyId","activities"],"variable":[{"key":"companyId","value":"{{companyId}}"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\r\n \"activity\": \"Conference\",\r\n \"activityCode\": \"456\",\r\n \"activityDate\": \"2023-06-22\",\r\n \"activityType\": null,\r\n \"ceasedDate\": null,\r\n \"id\": 485553,\r\n \"otherDescription\": null\r\n}"}],"_postman_id":"3eb48db3-c8c2-4355-a7ca-a0fc5217881c"},{"name":"Update Company Business Activities","id":"4eb9702c-7310-4615-b771-f65fbb1a203e","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"PUT","header":[{"key":"Authorization","value":"bearer {{token}}","type":"text"}],"body":{"mode":"raw","raw":"\r\n {\r\n \"activity\": \"June Conference\",\r\n \"activityCode\": \"456\",\r\n \"activityDate\": \"2023-06-22\",\r\n \"activityType\": null,\r\n \"ceasedDate\": null,\r\n \"otherDescription\": null\r\n }\r\n","options":{"raw":{"language":"json"}}},"url":{"raw":"{{baseUrl}}/cas/companies/:companyId/activities/:activityId","host":["{{baseUrl}}"],"path":["cas","companies",":companyId","activities",":activityId"],"query":[{"key":"","value":"","type":"text","disabled":true}],"variable":[{"key":"companyId","value":"{{companyId}}"},{"key":"activityId","value":"{{activityId}}"}]},"description":"This resource updates Company Business Activities.\n\nAs it is a PUT, any field NOT included will be set to NULL.\n\nThe recommended approach is to first send a GET to retrieve all fields, and then include that response in the PUT body, making the adjustments as needed.\n\n### **Request Body**\n\nLegend:\n\n✓ Field used in that jurisdiction\n\n\\[blank\\] Field not used in that jurisdiction\n\n| **Field** | **Data Type** | **Australia & NZ** | **Singapore** | **Comment** |\n| --- | --- | --- | --- | --- |\n| activity | String | MANDATORY | MANDATORY | Name of the activity |\n| activityCode | String | MANDATORY | MANDATORY | Code of the activity |\n| activityDate | String | MANDATORY | MANDATORY | \"yyyy-mm-dd\" |\n| activityType | String | ✓ | MANDATORY | |\n| ceasedDate | String | ✓ | ✓ | \"yyyy-mm-dd\" |\n| otherDescription | String | ✓ | ✓ | |"},"response":[{"id":"830a2ca2-a35b-4b87-aa0f-570edda441b4","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","name":"Content-Type","value":"application/json","type":"text"}],"body":{"mode":"raw","raw":"\r\n {\r\n \"activity\": \"June Conference\",\r\n \"activityCode\": \"456\",\r\n \"activityDate\": \"2023-06-22\",\r\n \"activityType\": null,\r\n \"ceasedDate\": null,\r\n \"otherDescription\": null\r\n }\r\n","options":{"raw":{"language":"json"}}},"url":{"raw":"{{baseUrl}}/cas/companies/:companyId/activities/:activityId","host":["{{baseUrl}}"],"path":["cas","companies",":companyId","activities",":activityId"],"variable":[{"key":"companyId","value":"{{companyId}}"},{"key":"activityId","value":"{{activityId}}"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\r\n \"activity\": \"June Conference\",\r\n \"activityCode\": \"456\",\r\n \"activityDate\": \"2023-06-22\",\r\n \"activityType\": null,\r\n \"ceasedDate\": null,\r\n \"id\": 485553,\r\n \"otherDescription\": null\r\n}"}],"_postman_id":"4eb9702c-7310-4615-b771-f65fbb1a203e"},{"name":"Update Company Business Activities","id":"aa57e271-06eb-45f5-b765-ee4e0bcf2142","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"PATCH","header":[{"key":"Authorization","value":"bearer {{token}}","type":"text"}],"body":{"mode":"raw","raw":"\r\n {\r\n \"activity\": \"June Conference\",\r\n \"activityCode\": \"456\",\r\n \"activityDate\": \"2023-06-22\",\r\n \"activityType\": \"OTHER\",\r\n \"ceasedDate\": null,\r\n \"otherDescription\": null\r\n }\r\n","options":{"raw":{"language":"json"}}},"url":{"raw":"{{baseUrl}}/cas/companies/:companyId/activities/:activityId","host":["{{baseUrl}}"],"path":["cas","companies",":companyId","activities",":activityId"],"query":[{"key":"","value":"","type":"text","disabled":true}],"variable":[{"key":"companyId","value":"{{companyId}}"},{"key":"activityId","value":"{{activityId}}"}]},"description":"This resource is to update an existing Company Business Activity.\n\nAs it is a PATCH, not every field needs to be included.\n\n### **Request Body**\n\nLegend:\n\n✓ Field used in that jurisdiction\n\n\\[blank\\] Field not used in that jurisdiction\n\n| **Field** | **Data Type** | **Australia & NZ** | **Singapore** | **Comment** |\n| --- | --- | --- | --- | --- |\n| activity | String | MANDATORY | MANDATORY | Name of the activity |\n| activityCode | String | MANDATORY | MANDATORY | Code of the activity |\n| activityDate | String | MANDATORY | MANDATORY | \"yyyy-mm-dd\" |\n| activityType | String | MANDATORY | MANDATORY | Set \"OTHER\" for AU/NZ |\n| ceasedDate | String | ✓ | ✓ | \"yyyy-mm-dd\" |\n| otherDescription | String | ✓ | ✓ | |"},"response":[{"id":"43b7aaa9-70fc-40bd-82ab-6c10f1bddf4e","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","name":"Content-Type","value":"application/json","type":"text"}],"body":{"mode":"raw","raw":"\r\n {\r\n \"activity\": \"June Conference\",\r\n \"activityCode\": \"456\",\r\n \"activityDate\": \"2023-06-22\",\r\n \"activityType\": \"OTHER\",\r\n \"ceasedDate\": null,\r\n \"otherDescription\": null\r\n }\r\n","options":{"raw":{"language":"json"}}},"url":{"raw":"{{baseUrl}}/cas/companies/:companyId/activities/:activityId","host":["{{baseUrl}}"],"path":["cas","companies",":companyId","activities",":activityId"],"variable":[{"key":"companyId","value":"{{companyId}}"},{"key":"activityId","value":"{{activityId}}"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\r\n \"activity\": \"June Conference\",\r\n \"activityCode\": \"456\",\r\n \"activityDate\": \"2023-06-22\",\r\n \"activityType\": null,\r\n \"ceasedDate\": null,\r\n \"id\": 485553,\r\n \"otherDescription\": null\r\n}"}],"_postman_id":"aa57e271-06eb-45f5-b765-ee4e0bcf2142"},{"name":"Delete Company Business Activities","id":"88a0b90a-d9d0-4351-b281-888f6dd12697","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"DELETE","header":[{"key":"Authorization","value":"bearer {{token}}","type":"text"}],"url":{"raw":"{{baseUrl}}/cas/companies/:companyId/activities/:activityId","host":["{{baseUrl}}"],"path":["cas","companies",":companyId","activities",":activityId"],"query":[{"key":"","value":"","type":"text","disabled":true}],"variable":[{"key":"companyId","value":"{{companyId}}"},{"key":"activityId","value":"{{activityId}}"}]},"description":"This resource is used to delete a Company Business Activity."},"response":[{"id":"df7f4962-2864-4fa1-bde1-9b76a4c88999","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","name":"Content-Type","value":"application/json","type":"text"}],"url":{"raw":"{{baseUrl}}/cas/companies/:companyId/activities/:activityId","host":["{{baseUrl}}"],"path":["cas","companies",":companyId","activities",":activityId"],"variable":[{"key":"companyId","value":"{{companyId}}"},{"key":"activityId","value":"{{activityId}}"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\r\n \"status\": \"DELETED\"\r\n}"}],"_postman_id":"88a0b90a-d9d0-4351-b281-888f6dd12697"},{"name":"List Company Charges","id":"dfaa90ab-d895-45ce-a2c8-372bddfa75f2","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","type":"text"}],"url":{"raw":"{{baseUrl}}/cas/companies/:companyId/charges","host":["{{baseUrl}}"],"path":["cas","companies",":companyId","charges"],"query":[{"key":"","value":"","type":"text","disabled":true}],"variable":[{"key":"companyId","value":"{{companyId}}"}]},"description":"This resource returns a list of charges attached to a company.\n\n### **Response Body**\n\nLegend:\n\n✓ Field used in that jurisdiction (optional)\n\n\\[blank\\] Field not used in that jurisdiction\n\n| **Field** | **AUSTRALIA** | **NZ & OTHERS** | **SINGAPORE** | **Validation message** |\n| --- | --- | --- | --- | --- |\n| instrumentTitle | MANDATORY | MANDATORY | MANDATORY (only for local SG companies, foreign SG companies is not mandatory) | \\- `Instrument title is mandatory` |\n| number | MANDATORY | MANDATORY | MANDATORY | \\- `Charge Number is mandatory` |\n| code | | | | |\n| description | | | ✓ | |\n| dateCreated | MANDATORY | MANDATORY | MANDATORY | \\- `Date Created is mandatory`

\\- `Date created is an invalid date` |\n| dateRegistered | ✓ | ✓ | ✓ | \\- `Date Registered is an invalid date` |\n| approvalDate | | | ✓ | \\- `Approval Date is an invalid date` |\n| type | MANDATORY

Valid enums:

`-FIXED`
`-FLOATING`
`-FIXED & FLOATING` | MANDATORY

Valid enums:

`-FIXED`
`-FLOATING`
`-FIXED & FLOATING` | MANDATORY

Valid enums:

`-FIXED`
`-FLOATING`
`-FIXED & FLOATING` | \\- `Type of Charge is mandatory`

\\- `\" \" is an invalid Type of Charge` |\n| createdBy | MANDATORY

Valid enums:

`-INSTRUMENT`
`-RESOLUTION`
`-DEPOSIT`
`-OTHER`
`-CONDUCT` | MANDATORY

Valid enums:

`-INSTRUMENT`
`-RESOLUTION`
`-DEPOSIT`
`-OTHER CONDUCT` | MANDATORY

Valid enums:

`-INSTRUMENT`
`-RESOLUTION`
`-DEPOSIT`
`-OTHER`
`-CONDUCT` | \\- `Created Method is mandatory`

\\- `\" \" is an invalid Creation Method` |\n| state | MANDATORY

Valid enums:

`-AUSTRALIAN_CAPITAL_TERRITORY`
`-FOREIGN`
`-NEW_SOUTH_WALES`
`-QUEENSLAND`
`-SOUTH_AUSTRALIA`
`-WESTERN_AUSTRALI`
`-TASMANIA`
`-NORTHERN-TERRITORY`
`-VICTORIA` | Default to FOREIGN | Default to FOREIGN | \\- `State is mandatory`

\\- `\" \" is an invalid State` |\n| chargeeDetails (object) | | | | |\n| chargeeId | MANDATORY | MANDATORY | MANDATORY | \\- `Chargee Id does not exist`

\\- `Chargee is required` |\n| previousChargeeId | ✓ | ✓ | ✓ | \\- `Previous Chargee Id does not exist` |\n| propertyDetails (object) | | | | |\n| datePropertyAcquired | ✓ | ✓ | ✓ | \\- `Approval Date is an invalid date` |\n| amountCharged | | | ✓ | |\n| amountChargedCurrency | | | ✓ | |\n| propertyDetails | ✓ | ✓ | ✓ | |\n| liabilityDetails (object) | | | | |\n| totalLiabilities | ✓ | ✓ | ✓ | |\n| liabilityCurrency | ✓ | ✓ | ✓ | \\- `\" \" is an invalid currency` |\n| liabilityDetails | ✓ | ✓ | ✓ | |\n| debentureDetails (object) | | | | |\n| financialBenefitTotalAmountSecured | ✓ | ✓ | ✓ | |\n| totalAmountSecuredCurrency | | | ✓ | \\- `\" \" is an invalid currency` |\n| amountOfPresentIssueOfSeries | | | CONDITIONAL (if `Date of present issue of series` is entered, this is required) | \\- `Amount of Present issue of series is mandatory` |\n| amountOfPresentIssueCurrency | | | ✓ | \\- `\" \" is an invalid currency` |\n| dateOfPresentIssue | | | ✓ | \\- `Date of Present Issue of Series is an invalid Date` |\n| debentureDetails | | | ✓ | |\n| totalDebentures | ✓ | ✓ | | |\n| variationDetails (object) | | | | |\n| dateOfLastChangeVariation | ✓ | ✓ | ✓ | \\- `Date of Last Change/Latest Variation is invalid` |\n| latestVariationDeclaration | | | CONDITIONAL (if `date of change` is entered, this is required)

Valid enums:

`-CONFIRMATION_OF_TRUE_COPY`
`-CONFIRMATION_OF_EXECUTED_INSTRUMENT`
`-NOT_APPLICABLE` | \\- `Declaration Type is mandatory`

\\- `\" \" is an invalid Declaration Type` |\n| changeDetails | ✓ | ✓ | ✓ | |\n| satisfactionDetails (object) | | | | |\n| extentOfReleaseNatureOfSatisfaction | Valid enums

`-FULL_RELEASE`
`-NO_RELEASE`
`-PARTIAL_RELEASE_FOR_CASH`
`-PARTIAL_RELEASE_FOR_PROPERTY`
`-PARTIAL_RELEASE_FOR_CASH_AND_PROPERTY` | Valid enums

`-FULL_RELEASE`
`-NO_RELEASE`
`-PARTIAL_RELEASE_FOR_CASH`
`-PARTIAL_RELEASE_FOR_PROPERTY`
`-PARTIAL_RELEASE_FOR_CASH_AND_PROPERTY` | Valid enums

`-PARTIAL_DISCHARG`
`-PARTIAL_SATISFACTION`
`-TOTAL_SATISFACTION`
`-TOTAL_DISCHARGE` | \\- `\" \" is not a valid Extent of Release/Nature of Satisfaction` |\n| dateOfReleaseSatisfaction | ✓ | ✓ | ✓ | \\- `Date of Release/Satisfaction is an invalid date`

\\- `Date of Release/Satisfaction cannot be before the date of registration of Charge` |\n| releasePaidAmountSatisfied | ✓ | ✓ | ✓ | |\n| releasePaidAmountCurrency | | | ✓ | \\- `\" \" is an invalid currency` |\n| propertyReleasedSatisfactionDetails | ✓ | ✓ | ✓ | |"},"response":[{"id":"2010ace9-395b-4d55-96c2-9c5751f4d5ec","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/cas/companies/:companyId/charges","host":["{{baseUrl}}"],"path":["cas","companies",":companyId","charges"],"variable":[{"key":"companyId","value":"{{companyId}}"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"[\r\n {\r\n \"approvalDate\": null,\r\n \"chargeeDetails\": {\r\n \"chargeeId\": 1941877,\r\n \"previousChargeeId\": null\r\n },\r\n \"code\": null,\r\n \"createdBy\": \"Instrument\",\r\n \"dateCreated\": \"2023-02-21\",\r\n \"dateRegistered\": \"1999-01-01\",\r\n \"debentureDetails\": null,\r\n \"description\": null,\r\n \"id\": 3502,\r\n \"instrumentTitle\": \"Charge1\",\r\n \"liabilityDetails\": null,\r\n \"number\": \"1\",\r\n \"propertyDetails\": null,\r\n \"satisfactionDetails\": null,\r\n \"state\": \"VIC\",\r\n \"type\": \"Fixed\",\r\n \"variationDetails\": null\r\n }\r\n]"}],"_postman_id":"dfaa90ab-d895-45ce-a2c8-372bddfa75f2"},{"name":"Create Company Charges","id":"abeab7dc-c424-4dfa-a6c6-49f77e994d97","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}","type":"text"}],"body":{"mode":"raw","raw":"\t\r\n{\r\n \"instrumentTitle\": \"Title of Instrument Example\",\r\n \"number\": \"2\",\r\n \"code\": null,\r\n \"description\": null,\r\n \"dateCreated\": \"2023-04-05\",\r\n \"dateRegistered\": \"2023-01-01\",\r\n \"approvalDate\": \"2023-01-01\",\r\n \"type\": \"Fixed\",\r\n \"createdBy\": \"Resolution\",\r\n \"state\": \"QLD\",\r\n \"chargeeDetails\": {\r\n \"chargeeId\": 1941877,\r\n \"previousChargeeId\": 1934710\r\n },\r\n \"propertyDetails\": {\r\n \"datePropertyAcquired\": \"2020-01-01\",\r\n \"amountCharged\": null,\r\n \"amountChargedCurrency\": null,\r\n \"propertyDetails\": \"Testing this\"\r\n },\r\n \"liabilityDetails\": {\r\n \"totalLiabilities\": 123123213.00,\r\n \"liabilityCurrency\": \"AUD\",\r\n \"liabilityDetails\": \"Note this\"\r\n },\r\n \"debentureDetails\": {\r\n \"financialBenefitTotalAmountSecured\": 900000.00,\r\n \"totalAmountSecuredCurrency\": null,\r\n \"amountOfPresentIssueOfSeries\": null,\r\n \"amountOfPresentIssueCurrency\": null,\r\n \"dateOfPresentIssue\": null,\r\n \"debentureDetails\": null,\r\n \"totalDebentures\": 9000000\r\n },\r\n \"variationDetails\": {\r\n \"dateOfLastChangeVariation\": \"2023-09-02\",\r\n \"changeDetails\": \"to be changed\",\r\n \"latestVariationDeclaration\": \"CONFIRMATION_OF_EXECUTED_INSTRUMENT\"\r\n },\r\n \"satisfactionDetails\": {\r\n \"extentOfReleaseNatureOfSatisfaction\": \"Total Discharge\",\r\n \"dateOfReleaseSatisfaction\": \"2024-01-01\",\r\n \"releasePaidAmountSatisfied\": 23112.00,\r\n \"releasePaidAmountCurrency\": \"BZD\",\r\n \"propertyReleasedSatisfactionDetails\": \"Released Property\"\r\n }\r\n}","options":{"raw":{"language":"json"}}},"url":{"raw":"{{baseUrl}}/cas/companies/:companyId/charges","host":["{{baseUrl}}"],"path":["cas","companies",":companyId","charges"],"query":[{"key":"","value":"","type":"text","disabled":true}],"variable":[{"key":"companyId","value":"{{companyId}}"}]},"description":"This resource is to create a new charge for a company.\n\n### **Request Body**\n\nLegend:\n\n✓ Field used in that jurisdiction (optional)\n\n\\[blank\\] Field not used in that jurisdiction\n\n| **Field** | **AUSTRALIA** | **NZ & OTHERS** | **SINGAPORE** | **Validation message** |\n| --- | --- | --- | --- | --- |\n| instrumentTitle | MANDATORY | MANDATORY | MANDATORY (only for local SG companies, foreign SG companies is not mandatory) | \\- `Instrument title is mandatory` |\n| number | MANDATORY | MANDATORY | MANDATORY | \\- `Charge Number is mandatory` |\n| code | | | | |\n| description | | | ✓ | |\n| dateCreated | MANDATORY | MANDATORY | MANDATORY | \\- `Date Created is mandatory`

\\- `Date created is an invalid date` |\n| dateRegistered | ✓ | ✓ | ✓ | \\- `Date Registered is an invalid date` |\n| approvalDate | | | ✓ | \\- `Approval Date is an invalid date` |\n| type | MANDATORY

Valid enums:

`-FIXED`
`-FLOATING`
`-FIXED & FLOATING` | MANDATORY

Valid enums:

`-FIXED`
`-FLOATING`
`-FIXED & FLOATING` | MANDATORY

Valid enums:

`-FIXED`
`-FLOATING`
`-FIXED & FLOATING` | \\- `Type of Charge is mandatory`

\\- `\" \" is an invalid Type of Charge` |\n| createdBy | MANDATORY

Valid enums:

`-INSTRUMENT`
`-RESOLUTION`
`-DEPOSIT`
`-OTHER`
`-CONDUCT` | MANDATORY

Valid enums:

`-INSTRUMENT`
`-RESOLUTION`
`-DEPOSIT`
`-OTHER CONDUCT` | MANDATORY

Valid enums:

`-INSTRUMENT`
`-RESOLUTION`
`-DEPOSIT`
`-OTHER`
`-CONDUCT` | \\- `Created Method is mandatory`

\\- `\" \" is an invalid Creation Method` |\n| state | MANDATORY

Valid enums:

`-AUSTRALIAN_CAPITAL_TERRITORY`
`-FOREIGN`
`-NEW_SOUTH_WALES`
`-QUEENSLAND`
`-SOUTH_AUSTRALIA`
`-WESTERN_AUSTRALI`
`-TASMANIA`
`-NORTHERN-TERRITORY`
`-VICTORIA` | Default to FOREIGN | Default to FOREIGN | \\- `State is mandatory`

\\- `\" \" is an invalid State` |\n| chargeeDetails (object) | | | | |\n| chargeeId | MANDATORY | MANDATORY | MANDATORY | \\- `Chargee Id does not exist`

\\- `Chargee is required` |\n| previousChargeeId | ✓ | ✓ | ✓ | \\- `Previous Chargee Id does not exist` |\n| propertyDetails (object) | | | | |\n| datePropertyAcquired | ✓ | ✓ | ✓ | \\- `Approval Date is an invalid date` |\n| amountCharged | | | ✓ | |\n| amountChargedCurrency | | | ✓ | |\n| propertyDetails | ✓ | ✓ | ✓ | |\n| liabilityDetails (object) | | | | |\n| totalLiabilities | ✓ | ✓ | ✓ | |\n| liabilityCurrency | ✓ | ✓ | ✓ | \\- `\" \" is an invalid currency` |\n| liabilityDetails | ✓ | ✓ | ✓ | |\n| debentureDetails (object) | | | | |\n| financialBenefitTotalAmountSecured | ✓ | ✓ | ✓ | |\n| totalAmountSecuredCurrency | | | ✓ | \\- `\" \" is an invalid currency` |\n| amountOfPresentIssueOfSeries | | | CONDITIONAL (if `Date of present issue of series` is entered, this is required) | \\- `Amount of Present issue of series is mandatory` |\n| amountOfPresentIssueCurrency | | | ✓ | \\- `\" \" is an invalid currency` |\n| dateOfPresentIssue | | | ✓ | \\- `Date of Present Issue of Series is an invalid Date` |\n| debentureDetails | | | ✓ | |\n| totalDebentures | ✓ | ✓ | | |\n| variationDetails (object) | | | | |\n| dateOfLastChangeVariation | ✓ | ✓ | ✓ | \\- `Date of Last Change/Latest Variation is invalid` |\n| latestVariationDeclaration | | | CONDITIONAL (if `date of change` is entered, this is required)

Valid enums:

`-CONFIRMATION_OF_TRUE_COPY`
`-CONFIRMATION_OF_EXECUTED_INSTRUMENT`
`-NOT_APPLICABLE` | \\- `Declaration Type is mandatory`

\\- `\" \" is an invalid Declaration Type` |\n| changeDetails | ✓ | ✓ | ✓ | |\n| satisfactionDetails (object) | | | | |\n| extentOfReleaseNatureOfSatisfaction | Valid enums

`-FULL_RELEASE`
`-NO_RELEASE`
`-PARTIAL_RELEASE_FOR_CASH`
`-PARTIAL_RELEASE_FOR_PROPERTY`
`-PARTIAL_RELEASE_FOR_CASH_AND_PROPERTY` | Valid enums

`-FULL_RELEASE`
`-NO_RELEASE`
`-PARTIAL_RELEASE_FOR_CASH`
`-PARTIAL_RELEASE_FOR_PROPERTY`
`-PARTIAL_RELEASE_FOR_CASH_AND_PROPERTY` | Valid enums

`-PARTIAL_DISCHARG`
`-PARTIAL_SATISFACTION`
`-TOTAL_SATISFACTION`
`-TOTAL_DISCHARGE` | \\- `\" \" is not a valid Extent of Release/Nature of Satisfaction` |\n| dateOfReleaseSatisfaction | ✓ | ✓ | ✓ | \\- `Date of Release/Satisfaction is an invalid date`

\\- `Date of Release/Satisfaction cannot be before the date of registration of Charge` |\n| releasePaidAmountSatisfied | ✓ | ✓ | ✓ | |\n| releasePaidAmountCurrency | | | ✓ | \\- `\" \" is an invalid currency` |\n| propertyReleasedSatisfactionDetails | ✓ | ✓ | ✓ | |"},"response":[{"id":"cd600612-d28f-4ad3-ade1-b935df647179","name":"Status 201","originalRequest":{"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","name":"Content-Type","value":"application/json","type":"text"}],"body":{"mode":"raw","raw":"\t\r\n{\r\n \"instrumentTitle\": \"Title of Instrument Example\",\r\n \"number\": \"2\",\r\n \"code\": null,\r\n \"description\": null,\r\n \"dateCreated\": \"2023-04-05\",\r\n \"dateRegistered\": \"2023-01-01\",\r\n \"approvalDate\": \"2023-01-01\",\r\n \"type\": \"Fixed\",\r\n \"createdBy\": \"Resolution\",\r\n \"state\": \"QLD\",\r\n \"chargeeDetails\": {\r\n \"chargeeId\": 1941877,\r\n \"previousChargeeId\": 1934710\r\n },\r\n \"propertyDetails\": {\r\n \"datePropertyAcquired\": \"2020-01-01\",\r\n \"amountCharged\": null,\r\n \"amountChargedCurrency\": null,\r\n \"propertyDetails\": \"Testing this\"\r\n },\r\n \"liabilityDetails\": {\r\n \"totalLiabilities\": 123123213.00,\r\n \"liabilityCurrency\": \"AUD\",\r\n \"liabilityDetails\": \"Note this\"\r\n },\r\n \"debentureDetails\": {\r\n \"financialBenefitTotalAmountSecured\": 900000.00,\r\n \"totalAmountSecuredCurrency\": null,\r\n \"amountOfPresentIssueOfSeries\": null,\r\n \"amountOfPresentIssueCurrency\": null,\r\n \"dateOfPresentIssue\": null,\r\n \"debentureDetails\": null,\r\n \"totalDebentures\": 9000000\r\n },\r\n \"variationDetails\": {\r\n \"dateOfLastChangeVariation\": \"2023-09-02\",\r\n \"changeDetails\": \"to be changed\",\r\n \"latestVariationDeclaration\": \"CONFIRMATION_OF_EXECUTED_INSTRUMENT\"\r\n },\r\n \"satisfactionDetails\": {\r\n \"extentOfReleaseNatureOfSatisfaction\": \"Total Discharge\",\r\n \"dateOfReleaseSatisfaction\": \"2024-01-01\",\r\n \"releasePaidAmountSatisfied\": 23112.00,\r\n \"releasePaidAmountCurrency\": \"BZD\",\r\n \"propertyReleasedSatisfactionDetails\": \"Released Property\"\r\n }\r\n}","options":{"raw":{"language":"json"}}},"url":{"raw":"{{baseUrl}}/cas/companies/:companyId/charges","host":["{{baseUrl}}"],"path":["cas","companies",":companyId","charges"],"variable":[{"key":"companyId","value":"{{companyId}}"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\r\n \"approvalDate\": null,\r\n \"chargeeDetails\": {\r\n \"chargeeId\": 1941877,\r\n \"previousChargeeId\": 1934710\r\n },\r\n \"code\": null,\r\n \"createdBy\": \"Resolution\",\r\n \"dateCreated\": \"2023-04-05\",\r\n \"dateRegistered\": \"2023-01-01\",\r\n \"debentureDetails\": {\r\n \"amountOfPresentIssueCurrency\": null,\r\n \"amountOfPresentIssueOfSeries\": 0,\r\n \"dateOfPresentIssue\": null,\r\n \"debentureDetails\": null,\r\n \"financialBenefitTotalAmountSecured\": 900000,\r\n \"totalAmountSecuredCurrency\": null,\r\n \"totalDebentures\": 0\r\n },\r\n \"description\": null,\r\n \"id\": 3505,\r\n \"instrumentTitle\": \"Title of Instrument Example\",\r\n \"liabilityDetails\": {\r\n \"liabilityCurrency\": \"AUD\",\r\n \"liabilityDetails\": \"Note this\",\r\n \"totalLiabilities\": 123123213\r\n },\r\n \"number\": \"4\",\r\n \"propertyDetails\": {\r\n \"amountCharged\": 0,\r\n \"amountChargedCurrency\": null,\r\n \"datePropertyAcquired\": \"2020-01-01\",\r\n \"propertyDetails\": \"Testing this\"\r\n },\r\n \"satisfactionDetails\": {\r\n \"dateOfReleaseSatisfaction\": \"2024-01-01\",\r\n \"extentOfReleaseNatureOfSatisfaction\": \"Total Discharge\",\r\n \"propertyReleasedSatisfactionDetails\": \"Released Property\",\r\n \"releasePaidAmountCurrency\": null,\r\n \"releasePaidAmountSatisfied\": 23112\r\n },\r\n \"state\": \"QLD\",\r\n \"type\": \"Fixed\",\r\n \"variationDetails\": {\r\n \"changeDetails\": \"to be changed\",\r\n \"dateOfLastChangeVariation\": \"2023-09-02\",\r\n \"latestVariationDeclaration\": null,\r\n \"latestVariationDeclarationDescription\": null\r\n }\r\n}"}],"_postman_id":"abeab7dc-c424-4dfa-a6c6-49f77e994d97"},{"name":"Update Company Charges","id":"1a1cbc16-7501-4c69-88f0-1c2214f81b23","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"PUT","header":[{"key":"Authorization","value":"bearer {{token}}","type":"text"}],"body":{"mode":"raw","raw":"\t\r\n{\r\n \"instrumentTitle\": \"Title of Instrument Example\",\r\n \"number\": \"3\",\r\n \"code\": null,\r\n \"description\": null,\r\n \"dateCreated\": \"2023-04-05\",\r\n \"dateRegistered\": \"2023-01-01\",\r\n \"approvalDate\": \"2023-01-01\",\r\n \"type\": \"Fixed\",\r\n \"createdBy\": \"Resolution\",\r\n \"state\": \"QLD\",\r\n \"chargeeDetails\": {\r\n \"chargeeId\": 1941877,\r\n \"previousChargeeId\": 1934710\r\n },\r\n \"propertyDetails\": {\r\n \"datePropertyAcquired\": \"2020-01-01\",\r\n \"amountCharged\": null,\r\n \"amountChargedCurrency\": null,\r\n \"propertyDetails\": \"Testing this\"\r\n },\r\n \"liabilityDetails\": {\r\n \"totalLiabilities\": 123123213.00,\r\n \"liabilityCurrency\": \"AUD\",\r\n \"liabilityDetails\": \"Note this\"\r\n },\r\n \"debentureDetails\": {\r\n \"financialBenefitTotalAmountSecured\": 900000.00,\r\n \"totalAmountSecuredCurrency\": null,\r\n \"amountOfPresentIssueOfSeries\": null,\r\n \"amountOfPresentIssueCurrency\": null,\r\n \"dateOfPresentIssue\": null,\r\n \"debentureDetails\": null,\r\n \"totalDebentures\": 9000000\r\n },\r\n \"variationDetails\": {\r\n \"dateOfLastChangeVariation\": \"2023-09-02\",\r\n \"changeDetails\": \"to be changed\",\r\n \"latestVariationDeclaration\": \"CONFIRMATION_OF_EXECUTED_INSTRUMENT\"\r\n },\r\n \"satisfactionDetails\": {\r\n \"extentOfReleaseNatureOfSatisfaction\": \"Total Discharge\",\r\n \"dateOfReleaseSatisfaction\": \"2024-01-01\",\r\n \"releasePaidAmountSatisfied\": 23112.00,\r\n \"releasePaidAmountCurrency\": \"BZD\",\r\n \"propertyReleasedSatisfactionDetails\": \"Released Property\"\r\n }\r\n}","options":{"raw":{"language":"json"}}},"url":{"raw":"{{baseUrl}}/cas/companies/:companyId/charges/:chargeId","host":["{{baseUrl}}"],"path":["cas","companies",":companyId","charges",":chargeId"],"query":[{"key":"","value":"","type":"text","disabled":true}],"variable":[{"key":"companyId","value":"{{companyId}}"},{"key":"chargeId","value":"{{chargeId}}"}]},"description":"This resource is to update an existing charge.\n\nAs it is a PUT, any field NOT included will be set to NULL.\n\nThe recommended approach is to first send a GET to retrieve all fields, and then include that response in the PUT body, making the adjustments as needed.\n\n### **Request Body**\n\nLegend:\n\n✓ Field used in that jurisdiction (optional)\n\n\\[blank\\] Field not used in that jurisdiction\n\n| **Field** | **AUSTRALIA** | **NZ & OTHERS** | **SINGAPORE** | **Validation message** |\n| --- | --- | --- | --- | --- |\n| instrumentTitle | MANDATORY | MANDATORY | MANDATORY (only for local SG companies, foreign SG companies is not mandatory) | \\- `Instrument title is mandatory` |\n| number | MANDATORY | MANDATORY | MANDATORY | \\- `Charge Number is mandatory` |\n| code | | | | |\n| description | | | ✓ | |\n| dateCreated | MANDATORY | MANDATORY | MANDATORY | \\- `Date Created is mandatory`

\\- `Date created is an invalid date` |\n| dateRegistered | ✓ | ✓ | ✓ | \\- `Date Registered is an invalid date` |\n| approvalDate | | | ✓ | \\- `Approval Date is an invalid date` |\n| type | MANDATORY

Valid enums:

`-FIXED`
`-FLOATING`
`-FIXED & FLOATING` | MANDATORY

Valid enums:

`-FIXED`
`-FLOATING`
`-FIXED & FLOATING` | MANDATORY

Valid enums:

`-FIXED`
`-FLOATING`
`-FIXED & FLOATING` | \\- `Type of Charge is mandatory`

\\- `\" \" is an invalid Type of Charge` |\n| createdBy | MANDATORY

Valid enums:

`-INSTRUMENT`
`-RESOLUTION`
`-DEPOSIT`
`-OTHER`
`-CONDUCT` | MANDATORY

Valid enums:

`-INSTRUMENT`
`-RESOLUTION`
`-DEPOSIT`
`-OTHER CONDUCT` | MANDATORY

Valid enums:

`-INSTRUMENT`
`-RESOLUTION`
`-DEPOSIT`
`-OTHER`
`-CONDUCT` | \\- `Created Method is mandatory`

\\- `\" \" is an invalid Creation Method` |\n| state | MANDATORY

Valid enums:

`-AUSTRALIAN_CAPITAL_TERRITORY`
`-FOREIGN`
`-NEW_SOUTH_WALES`
`-QUEENSLAND`
`-SOUTH_AUSTRALIA`
`-WESTERN_AUSTRALI`
`-TASMANIA`
`-NORTHERN-TERRITORY`
`-VICTORIA` | Default to FOREIGN | Default to FOREIGN | \\- `State is mandatory`

\\- `\" \" is an invalid State` |\n| chargeeDetails (object) | | | | |\n| chargeeId | MANDATORY | MANDATORY | MANDATORY | \\- `Chargee Id does not exist`

\\- `Chargee is required` |\n| previousChargeeId | ✓ | ✓ | ✓ | \\- `Previous Chargee Id does not exist` |\n| propertyDetails (object) | | | | |\n| datePropertyAcquired | ✓ | ✓ | ✓ | \\- `Approval Date is an invalid date` |\n| amountCharged | | | ✓ | |\n| amountChargedCurrency | | | ✓ | |\n| propertyDetails | ✓ | ✓ | ✓ | |\n| liabilityDetails (object) | | | | |\n| totalLiabilities | ✓ | ✓ | ✓ | |\n| liabilityCurrency | ✓ | ✓ | ✓ | \\- `\" \" is an invalid currency` |\n| liabilityDetails | ✓ | ✓ | ✓ | |\n| debentureDetails (object) | | | | |\n| financialBenefitTotalAmountSecured | ✓ | ✓ | ✓ | |\n| totalAmountSecuredCurrency | | | ✓ | \\- `\" \" is an invalid currency` |\n| amountOfPresentIssueOfSeries | | | CONDITIONAL (if `Date of present issue of series` is entered, this is required) | \\- `Amount of Present issue of series is mandatory` |\n| amountOfPresentIssueCurrency | | | ✓ | \\- `\" \" is an invalid currency` |\n| dateOfPresentIssue | | | ✓ | \\- `Date of Present Issue of Series is an invalid Date` |\n| debentureDetails | | | ✓ | |\n| totalDebentures | ✓ | ✓ | | |\n| variationDetails (object) | | | | |\n| dateOfLastChangeVariation | ✓ | ✓ | ✓ | \\- `Date of Last Change/Latest Variation is invalid` |\n| latestVariationDeclaration | | | CONDITIONAL (if `date of change` is entered, this is required)

Valid enums:

`-CONFIRMATION_OF_TRUE_COPY`
`-CONFIRMATION_OF_EXECUTED_INSTRUMENT`
`-NOT_APPLICABLE` | \\- `Declaration Type is mandatory`

\\- `\" \" is an invalid Declaration Type` |\n| changeDetails | ✓ | ✓ | ✓ | |\n| satisfactionDetails (object) | | | | |\n| extentOfReleaseNatureOfSatisfaction | Valid enums

`-FULL_RELEASE`
`-NO_RELEASE`
`-PARTIAL_RELEASE_FOR_CASH`
`-PARTIAL_RELEASE_FOR_PROPERTY`
`-PARTIAL_RELEASE_FOR_CASH_AND_PROPERTY` | Valid enums

`-FULL_RELEASE`
`-NO_RELEASE`
`-PARTIAL_RELEASE_FOR_CASH`
`-PARTIAL_RELEASE_FOR_PROPERTY`
`-PARTIAL_RELEASE_FOR_CASH_AND_PROPERTY` | Valid enums

`-PARTIAL_DISCHARG`
`-PARTIAL_SATISFACTION`
`-TOTAL_SATISFACTION`
`-TOTAL_DISCHARGE` | \\- `\" \" is not a valid Extent of Release/Nature of Satisfaction` |\n| dateOfReleaseSatisfaction | ✓ | ✓ | ✓ | \\- `Date of Release/Satisfaction is an invalid date`

\\- `Date of Release/Satisfaction cannot be before the date of registration of Charge` |\n| releasePaidAmountSatisfied | ✓ | ✓ | ✓ | |\n| releasePaidAmountCurrency | | | ✓ | \\- `\" \" is an invalid currency` |\n| propertyReleasedSatisfactionDetails | ✓ | ✓ | ✓ | |"},"response":[{"id":"330b5c8c-1fb9-428b-a13e-7b774c27d006","name":"Status 200","originalRequest":{"method":"PUT","header":[{"key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","name":"Content-Type","value":"application/json","type":"text"}],"body":{"mode":"raw","raw":"\t\r\n{\r\n \"instrumentTitle\": \"Title of Instrument Example\",\r\n \"number\": \"2\",\r\n \"code\": null,\r\n \"description\": null,\r\n \"dateCreated\": \"2023-04-05\",\r\n \"dateRegistered\": \"2023-01-01\",\r\n \"approvalDate\": \"2023-01-01\",\r\n \"type\": \"Fixed\",\r\n \"createdBy\": \"Resolution\",\r\n \"state\": \"QLD\",\r\n \"chargeeDetails\": {\r\n \"chargeeId\": 1941877,\r\n \"previousChargeeId\": 1934710\r\n },\r\n \"propertyDetails\": {\r\n \"datePropertyAcquired\": \"2020-01-01\",\r\n \"amountCharged\": null,\r\n \"amountChargedCurrency\": null,\r\n \"propertyDetails\": \"Testing this\"\r\n },\r\n \"liabilityDetails\": {\r\n \"totalLiabilities\": 123123213.00,\r\n \"liabilityCurrency\": \"AUD\",\r\n \"liabilityDetails\": \"Note this\"\r\n },\r\n \"debentureDetails\": {\r\n \"financialBenefitTotalAmountSecured\": 900000.00,\r\n \"totalAmountSecuredCurrency\": null,\r\n \"amountOfPresentIssueOfSeries\": null,\r\n \"amountOfPresentIssueCurrency\": null,\r\n \"dateOfPresentIssue\": null,\r\n \"debentureDetails\": null,\r\n \"totalDebentures\": 9000000\r\n },\r\n \"variationDetails\": {\r\n \"dateOfLastChangeVariation\": \"2023-09-02\",\r\n \"changeDetails\": \"to be changed\",\r\n \"latestVariationDeclaration\": \"CONFIRMATION_OF_EXECUTED_INSTRUMENT\"\r\n },\r\n \"satisfactionDetails\": {\r\n \"extentOfReleaseNatureOfSatisfaction\": \"Total Discharge\",\r\n \"dateOfReleaseSatisfaction\": \"2024-01-01\",\r\n \"releasePaidAmountSatisfied\": 23112.00,\r\n \"releasePaidAmountCurrency\": \"BZD\",\r\n \"propertyReleasedSatisfactionDetails\": \"Released Property\"\r\n }\r\n}","options":{"raw":{"language":"json"}}},"url":{"raw":"{{baseUrl}}/cas/companies/:companyId/charges/:chargeId","host":["{{baseUrl}}"],"path":["cas","companies",":companyId","charges",":chargeId"],"variable":[{"key":"companyId","value":"{{companyId}}"},{"key":"chargeId","value":"{{chargeId}}"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\r\n \"approvalDate\": null,\r\n \"chargeeDetails\": {\r\n \"chargeeId\": 1941877,\r\n \"previousChargeeId\": 1934710\r\n },\r\n \"code\": null,\r\n \"createdBy\": \"Resolution\",\r\n \"dateCreated\": \"2023-04-05\",\r\n \"dateRegistered\": \"2023-01-01\",\r\n \"debentureDetails\": {\r\n \"amountOfPresentIssueCurrency\": null,\r\n \"amountOfPresentIssueOfSeries\": 0,\r\n \"dateOfPresentIssue\": null,\r\n \"debentureDetails\": null,\r\n \"financialBenefitTotalAmountSecured\": 900000,\r\n \"totalAmountSecuredCurrency\": null,\r\n \"totalDebentures\": 0\r\n },\r\n \"description\": null,\r\n \"id\": 3505,\r\n \"instrumentTitle\": \"Title of Instrument Example\",\r\n \"liabilityDetails\": {\r\n \"liabilityCurrency\": \"AUD\",\r\n \"liabilityDetails\": \"Note this\",\r\n \"totalLiabilities\": 123123213\r\n },\r\n \"number\": \"4\",\r\n \"propertyDetails\": {\r\n \"amountCharged\": 0,\r\n \"amountChargedCurrency\": null,\r\n \"datePropertyAcquired\": \"2020-01-01\",\r\n \"propertyDetails\": \"Testing this\"\r\n },\r\n \"satisfactionDetails\": {\r\n \"dateOfReleaseSatisfaction\": \"2024-01-01\",\r\n \"extentOfReleaseNatureOfSatisfaction\": \"Total Discharge\",\r\n \"propertyReleasedSatisfactionDetails\": \"Released Property\",\r\n \"releasePaidAmountCurrency\": null,\r\n \"releasePaidAmountSatisfied\": 23112\r\n },\r\n \"state\": \"QLD\",\r\n \"type\": \"Fixed\",\r\n \"variationDetails\": {\r\n \"changeDetails\": \"to be changed\",\r\n \"dateOfLastChangeVariation\": \"2023-09-02\",\r\n \"latestVariationDeclaration\": null,\r\n \"latestVariationDeclarationDescription\": null\r\n }\r\n}"}],"_postman_id":"1a1cbc16-7501-4c69-88f0-1c2214f81b23"},{"name":"Update Company Charges","id":"4f7a13da-1de2-4905-9b0c-bbc56c717441","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"PATCH","header":[{"key":"Authorization","value":"bearer {{token}}","type":"text"}],"body":{"mode":"raw","raw":"\t\r\n{\r\n \"instrumentTitle\": \"Title of Instrument Example\",\r\n \"number\": \"3\",\r\n \"code\": null,\r\n \"description\": null,\r\n \"dateCreated\": \"2023-04-05\",\r\n \"dateRegistered\": \"2023-01-01\",\r\n \"approvalDate\": \"2023-01-01\",\r\n \"type\": \"Fixed\",\r\n \"createdBy\": \"Resolution\",\r\n \"state\": \"QLD\",\r\n \"chargeeDetails\": {\r\n \"chargeeId\": 1934710\r\n },\r\n \"propertyDetails\": {\r\n \"datePropertyAcquired\": \"2020-01-01\",\r\n \"amountCharged\": null,\r\n \"amountChargedCurrency\": null,\r\n \"propertyDetails\": \"Testing this\"\r\n },\r\n \"liabilityDetails\": {\r\n \"totalLiabilities\": 123123213.00,\r\n \"liabilityCurrency\": \"AUD\",\r\n \"liabilityDetails\": \"Note this\"\r\n },\r\n \"debentureDetails\": {\r\n \"financialBenefitTotalAmountSecured\": 900000.00,\r\n \"totalAmountSecuredCurrency\": null,\r\n \"amountOfPresentIssueOfSeries\": null,\r\n \"amountOfPresentIssueCurrency\": null,\r\n \"dateOfPresentIssue\": null,\r\n \"debentureDetails\": null,\r\n \"totalDebentures\": 9000000\r\n },\r\n \"variationDetails\": {\r\n \"dateOfLastChangeVariation\": \"2023-09-02\",\r\n \"changeDetails\": \"to be changed\",\r\n \"latestVariationDeclaration\": \"CONFIRMATION_OF_EXECUTED_INSTRUMENT\"\r\n },\r\n \"satisfactionDetails\": {\r\n \"extentOfReleaseNatureOfSatisfaction\": \"Total Discharge\",\r\n \"dateOfReleaseSatisfaction\": \"2024-01-01\",\r\n \"releasePaidAmountSatisfied\": 23112.00,\r\n \"releasePaidAmountCurrency\": \"BZD\",\r\n \"propertyReleasedSatisfactionDetails\": \"Released Property\"\r\n }\r\n}","options":{"raw":{"language":"json"}}},"url":{"raw":"{{baseUrl}}/cas/companies/:companyId/charges/:chargeId","host":["{{baseUrl}}"],"path":["cas","companies",":companyId","charges",":chargeId"],"query":[{"key":"","value":"","type":"text","disabled":true}],"variable":[{"key":"companyId","value":"{{companyId}}"},{"key":"chargeId","value":"{{chargeId}}"}]},"description":"This resource is to update an existing charge.\n\nAs it is a PATCH, not every field needs to be included.\n\n### **Request Body**\n\nLegend:\n\n✓ Field used in that jurisdiction (optional)\n\n\\[blank\\] Field not used in that jurisdiction\n\n| **Field** | **AUSTRALIA** | **NZ & OTHERS** | **SINGAPORE** | **Validation message** |\n| --- | --- | --- | --- | --- |\n| instrumentTitle | MANDATORY | MANDATORY | MANDATORY (only for local SG companies, foreign SG companies is not mandatory) | \\- `Instrument title is mandatory` |\n| number | MANDATORY | MANDATORY | MANDATORY | \\- `Charge Number is mandatory` |\n| code | | | | |\n| description | | | ✓ | |\n| dateCreated | MANDATORY | MANDATORY | MANDATORY | \\- `Date Created is mandatory`

\\- `Date created is an invalid date` |\n| dateRegistered | ✓ | ✓ | ✓ | \\- `Date Registered is an invalid date` |\n| approvalDate | | | ✓ | \\- `Approval Date is an invalid date` |\n| type | MANDATORY

Valid enums:

`-FIXED`
`-FLOATING`
`-FIXED & FLOATING` | MANDATORY

Valid enums:

`-FIXED`
`-FLOATING`
`-FIXED & FLOATING` | MANDATORY

Valid enums:

`-FIXED`
`-FLOATING`
`-FIXED & FLOATING` | \\- `Type of Charge is mandatory`

\\- `\" \" is an invalid Type of Charge` |\n| createdBy | MANDATORY

Valid enums:

`-INSTRUMENT`
`-RESOLUTION`
`-DEPOSIT`
`-OTHER`
`-CONDUCT` | MANDATORY

Valid enums:

`-INSTRUMENT`
`-RESOLUTION`
`-DEPOSIT`
`-OTHER CONDUCT` | MANDATORY

Valid enums:

`-INSTRUMENT`
`-RESOLUTION`
`-DEPOSIT`
`-OTHER`
`-CONDUCT` | \\- `Created Method is mandatory`

\\- `\" \" is an invalid Creation Method` |\n| state | MANDATORY

Valid enums:

`-AUSTRALIAN_CAPITAL_TERRITORY`
`-FOREIGN`
`-NEW_SOUTH_WALES`
`-QUEENSLAND`
`-SOUTH_AUSTRALIA`
`-WESTERN_AUSTRALI`
`-TASMANIA`
`-NORTHERN-TERRITORY`
`-VICTORIA` | Default to FOREIGN | Default to FOREIGN | \\- `State is mandatory`

\\- `\" \" is an invalid State` |\n| chargeeDetails (object) | | | | |\n| chargeeId | MANDATORY | MANDATORY | MANDATORY | \\- `Chargee Id does not exist`

\\- `Chargee is required` |\n| previousChargeeId | ✓ | ✓ | ✓ | \\- `Previous Chargee Id does not exist` |\n| propertyDetails (object) | | | | |\n| datePropertyAcquired | ✓ | ✓ | ✓ | \\- `Approval Date is an invalid date` |\n| amountCharged | | | ✓ | |\n| amountChargedCurrency | | | ✓ | |\n| propertyDetails | ✓ | ✓ | ✓ | |\n| liabilityDetails (object) | | | | |\n| totalLiabilities | ✓ | ✓ | ✓ | |\n| liabilityCurrency | ✓ | ✓ | ✓ | \\- `\" \" is an invalid currency` |\n| liabilityDetails | ✓ | ✓ | ✓ | |\n| debentureDetails (object) | | | | |\n| financialBenefitTotalAmountSecured | ✓ | ✓ | ✓ | |\n| totalAmountSecuredCurrency | | | ✓ | \\- `\" \" is an invalid currency` |\n| amountOfPresentIssueOfSeries | | | CONDITIONAL (if `Date of present issue of series` is entered, this is required) | \\- `Amount of Present issue of series is mandatory` |\n| amountOfPresentIssueCurrency | | | ✓ | \\- `\" \" is an invalid currency` |\n| dateOfPresentIssue | | | ✓ | \\- `Date of Present Issue of Series is an invalid Date` |\n| debentureDetails | | | ✓ | |\n| totalDebentures | ✓ | ✓ | | |\n| variationDetails (object) | | | | |\n| dateOfLastChangeVariation | ✓ | ✓ | ✓ | \\- `Date of Last Change/Latest Variation is invalid` |\n| latestVariationDeclaration | | | CONDITIONAL (if `date of change` is entered, this is required)

Valid enums:

`-CONFIRMATION_OF_TRUE_COPY`
`-CONFIRMATION_OF_EXECUTED_INSTRUMENT`
`-NOT_APPLICABLE` | \\- `Declaration Type is mandatory`

\\- `\" \" is an invalid Declaration Type` |\n| changeDetails | ✓ | ✓ | ✓ | |\n| satisfactionDetails (object) | | | | |\n| extentOfReleaseNatureOfSatisfaction | Valid enums

`-FULL_RELEASE`
`-NO_RELEASE`
`-PARTIAL_RELEASE_FOR_CASH`
`-PARTIAL_RELEASE_FOR_PROPERTY`
`-PARTIAL_RELEASE_FOR_CASH_AND_PROPERTY` | Valid enums

`-FULL_RELEASE`
`-NO_RELEASE`
`-PARTIAL_RELEASE_FOR_CASH`
`-PARTIAL_RELEASE_FOR_PROPERTY`
`-PARTIAL_RELEASE_FOR_CASH_AND_PROPERTY` | Valid enums

`-PARTIAL_DISCHARG`
`-PARTIAL_SATISFACTION`
`-TOTAL_SATISFACTION`
`-TOTAL_DISCHARGE` | \\- `\" \" is not a valid Extent of Release/Nature of Satisfaction` |\n| dateOfReleaseSatisfaction | ✓ | ✓ | ✓ | \\- `Date of Release/Satisfaction is an invalid date`

\\- `Date of Release/Satisfaction cannot be before the date of registration of Charge` |\n| releasePaidAmountSatisfied | ✓ | ✓ | ✓ | |\n| releasePaidAmountCurrency | | | ✓ | \\- `\" \" is an invalid currency` |\n| propertyReleasedSatisfactionDetails | ✓ | ✓ | ✓ | |"},"response":[{"id":"83bf9cee-1a66-4bd3-b321-c219c9eaf04d","name":"Status 200","originalRequest":{"method":"PUT","header":[{"key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","name":"Content-Type","value":"application/json","type":"text"}],"body":{"mode":"raw","raw":"\t\r\n{\r\n \"instrumentTitle\": \"Title of Instrument Example\",\r\n \"number\": \"2\",\r\n \"code\": null,\r\n \"description\": null,\r\n \"dateCreated\": \"2023-04-05\",\r\n \"dateRegistered\": \"2023-01-01\",\r\n \"approvalDate\": \"2023-01-01\",\r\n \"type\": \"Fixed\",\r\n \"createdBy\": \"Resolution\",\r\n \"state\": \"QLD\",\r\n \"chargeeDetails\": {\r\n \"chargeeId\": 1941877,\r\n \"previousChargeeId\": 1934710\r\n },\r\n \"propertyDetails\": {\r\n \"datePropertyAcquired\": \"2020-01-01\",\r\n \"amountCharged\": null,\r\n \"amountChargedCurrency\": null,\r\n \"propertyDetails\": \"Testing this\"\r\n },\r\n \"liabilityDetails\": {\r\n \"totalLiabilities\": 123123213.00,\r\n \"liabilityCurrency\": \"AUD\",\r\n \"liabilityDetails\": \"Note this\"\r\n },\r\n \"debentureDetails\": {\r\n \"financialBenefitTotalAmountSecured\": 900000.00,\r\n \"totalAmountSecuredCurrency\": null,\r\n \"amountOfPresentIssueOfSeries\": null,\r\n \"amountOfPresentIssueCurrency\": null,\r\n \"dateOfPresentIssue\": null,\r\n \"debentureDetails\": null,\r\n \"totalDebentures\": 9000000\r\n },\r\n \"variationDetails\": {\r\n \"dateOfLastChangeVariation\": \"2023-09-02\",\r\n \"changeDetails\": \"to be changed\",\r\n \"latestVariationDeclaration\": \"CONFIRMATION_OF_EXECUTED_INSTRUMENT\"\r\n },\r\n \"satisfactionDetails\": {\r\n \"extentOfReleaseNatureOfSatisfaction\": \"Total Discharge\",\r\n \"dateOfReleaseSatisfaction\": \"2024-01-01\",\r\n \"releasePaidAmountSatisfied\": 23112.00,\r\n \"releasePaidAmountCurrency\": \"BZD\",\r\n \"propertyReleasedSatisfactionDetails\": \"Released Property\"\r\n }\r\n}","options":{"raw":{"language":"json"}}},"url":{"raw":"{{baseUrl}}/cas/companies/:companyId/charges/:chargeId","host":["{{baseUrl}}"],"path":["cas","companies",":companyId","charges",":chargeId"],"variable":[{"key":"companyId","value":"{{companyId}}"},{"key":"chargeId","value":"{{chargeId}}"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\r\n \"approvalDate\": null,\r\n \"chargeeDetails\": {\r\n \"chargeeId\": 1941877,\r\n \"previousChargeeId\": 1934710\r\n },\r\n \"code\": null,\r\n \"createdBy\": \"Resolution\",\r\n \"dateCreated\": \"2023-04-05\",\r\n \"dateRegistered\": \"2023-01-01\",\r\n \"debentureDetails\": {\r\n \"amountOfPresentIssueCurrency\": null,\r\n \"amountOfPresentIssueOfSeries\": 0,\r\n \"dateOfPresentIssue\": null,\r\n \"debentureDetails\": null,\r\n \"financialBenefitTotalAmountSecured\": 900000,\r\n \"totalAmountSecuredCurrency\": null,\r\n \"totalDebentures\": 0\r\n },\r\n \"description\": null,\r\n \"id\": 3505,\r\n \"instrumentTitle\": \"Title of Instrument Example\",\r\n \"liabilityDetails\": {\r\n \"liabilityCurrency\": \"AUD\",\r\n \"liabilityDetails\": \"Note this\",\r\n \"totalLiabilities\": 123123213\r\n },\r\n \"number\": \"4\",\r\n \"propertyDetails\": {\r\n \"amountCharged\": 0,\r\n \"amountChargedCurrency\": null,\r\n \"datePropertyAcquired\": \"2020-01-01\",\r\n \"propertyDetails\": \"Testing this\"\r\n },\r\n \"satisfactionDetails\": {\r\n \"dateOfReleaseSatisfaction\": \"2024-01-01\",\r\n \"extentOfReleaseNatureOfSatisfaction\": \"Total Discharge\",\r\n \"propertyReleasedSatisfactionDetails\": \"Released Property\",\r\n \"releasePaidAmountCurrency\": null,\r\n \"releasePaidAmountSatisfied\": 23112\r\n },\r\n \"state\": \"QLD\",\r\n \"type\": \"Fixed\",\r\n \"variationDetails\": {\r\n \"changeDetails\": \"to be changed\",\r\n \"dateOfLastChangeVariation\": \"2023-09-02\",\r\n \"latestVariationDeclaration\": null,\r\n \"latestVariationDeclarationDescription\": null\r\n }\r\n}"}],"_postman_id":"4f7a13da-1de2-4905-9b0c-bbc56c717441"},{"name":"Delete Company Charges","id":"0ed72419-e276-431b-9274-bc8b9e838abe","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"DELETE","header":[{"key":"Authorization","value":"bearer {{token}}","type":"text"}],"url":{"raw":"{{baseUrl}}/cas/companies/:companyId/charges/:chargeId","host":["{{baseUrl}}"],"path":["cas","companies",":companyId","charges",":chargeId"],"query":[{"key":"","value":"","type":"text","disabled":true}],"variable":[{"key":"companyId","value":"{{companyId}}"},{"key":"chargeId","value":"{{chargeId}}"}]},"description":"This resource is to delete a company charge."},"response":[{"id":"f44cd4be-5777-4fa6-a4e0-52e16c74c366","name":"Status 200","originalRequest":{"method":"PUT","header":[{"key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","name":"Content-Type","value":"application/json","type":"text"}],"url":{"raw":"{{baseUrl}}/cas/companies/:companyId/charges/:chargeId","host":["{{baseUrl}}"],"path":["cas","companies",":companyId","charges",":chargeId"],"variable":[{"key":"companyId","value":"{{companyId}}"},{"key":"chargeId","value":"{{chargeId}}"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\r\n \"status\": \"DELETED\"\r\n}"}],"_postman_id":"0ed72419-e276-431b-9274-bc8b9e838abe"},{"name":"List Company Client Data","id":"daecc79f-fb6e-4bc8-abad-72543dfe548d","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","type":"text"}],"url":{"raw":"{{baseUrl}}/cas/companies/:companyId/clientData","host":["{{baseUrl}}"],"path":["cas","companies",":companyId","clientData"],"query":[{"key":"","value":"","type":"text","disabled":true}],"variable":[{"key":"companyId","value":"{{companyId}}"}]},"description":"This resource returns a list of company client data.\n\n### **Response Body**\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| billingDate | String (Date) or null | Billing date for the client, if applicable |\n| bpayReference | String or null | BPAY reference number |\n| clientNumber | String | Internal client reference number |\n| companyId | String (UUID) | Company identifier |\n| currentClient | Boolean | Whether the company is currently a client |\n| postBillPay | String or null | Post BillPay reference (if applicable) |\n| reference | String | Additional reference identifier |\n| transferFromContactId | Number | Contact ID the company was transferred **from** |\n| transferFromDate | String (Date) | Date the company transferred from previous agent |\n| transferToContactId | Number | Contact ID the company was transferred **to** |\n| transferToDate | String (Date) | Date the company transferred to new agent |"},"response":[{"id":"dc0f522c-ee1d-4829-b33e-5d64b3fe0ccf","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/cas/companies/:companyId/clientData","host":["{{baseUrl}}"],"path":["cas","companies",":companyId","clientData"],"variable":[{"key":"companyId","value":"{{companyId}}"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\r\n \"billingDate\": null,\r\n \"bpayReference\": null,\r\n \"clientNumber\": \"A123\",\r\n \"companyId\": \"97f143c9-7ede-4543-bebc-c2f04bea2870\",\r\n \"currentClient\": true,\r\n \"postBillPay\": null,\r\n \"reference\": \"B456\",\r\n \"transferFromContactId\": 96031,\r\n \"transferFromDate\": \"2025-08-01\",\r\n \"transferToContactId\": 96030,\r\n \"transferToDate\": \"2025-08-02\"\r\n}"}],"_postman_id":"daecc79f-fb6e-4bc8-abad-72543dfe548d"},{"name":"Create Company Client Data","id":"88b91a52-1c95-4128-b148-35016cecf22a","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"PUT","header":[{"key":"Authorization","value":"bearer {{token}}","type":"text"}],"body":{"mode":"raw","raw":"{\r\n \"billingDate\": null,\r\n \"bpayReference\": null,\r\n \"clientNumber\": \"A123\",\r\n \"companyId\": \"97f143c9-7ede-4543-bebc-c2f04bea2870\",\r\n \"currentClient\": true,\r\n \"postBillPay\": null,\r\n \"reference\": \"B456\",\r\n \"transferFromContactId\": 96031,\r\n \"transferFromDate\": \"2025-08-01\",\r\n \"transferToContactId\": 96030,\r\n \"transferToDate\": \"2025-08-02\"\r\n}","options":{"raw":{"language":"json"}}},"url":{"raw":"{{baseUrl}}/cas/companies/:companyId/clientData","host":["{{baseUrl}}"],"path":["cas","companies",":companyId","clientData"],"query":[{"key":"","value":"","type":"text","disabled":true}],"variable":[{"key":"companyId","value":"{{companyId}}"}]},"description":"This resource creates company client data.\n\n### **Request Body**\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| billingDate | String (Date) or null | Billing date for the client, if applicable |\n| bpayReference | String or null | BPAY reference number |\n| clientNumber | String | Internal client reference number |\n| companyId | String (UUID) | Company identifier |\n| currentClient | Boolean | Whether the company is currently a client |\n| postBillPay | String or null | Post BillPay reference (if applicable) |\n| reference | String | Additional reference identifier |\n| transferFromContactId | Number | Contact ID the company was transferred **from** |\n| transferFromDate | String (Date) | Date the company transferred from previous agent |\n| transferToContactId | Number | Contact ID the company was transferred **to** |\n| transferToDate | String (Date) | Date the company transferred to new agent |"},"response":[{"id":"a1696af8-9f89-48d4-86d6-750b3f1294a4","name":"Status 201","originalRequest":{"method":"PUT","header":[{"key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","value":"application/json","type":"text"}],"body":{"mode":"raw","raw":"\r\n {\r\n \"activity\": \"Conference\",\r\n \"activityCode\": \"456\",\r\n \"activityDate\": \"2023-06-22\",\r\n \"activityType\": null,\r\n \"ceasedDate\": null,\r\n \"otherDescription\": null\r\n }\r\n","options":{"raw":{"language":"json"}}},"url":{"raw":"{{baseUrl}}/cas/companies/:companyId/clientData","host":["{{baseUrl}}"],"path":["cas","companies",":companyId","clientData"],"variable":[{"key":"companyId","value":"{{companyId}}"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\r\n \"billingDate\": null,\r\n \"bpayReference\": null,\r\n \"clientNumber\": \"A123\",\r\n \"companyId\": \"97f143c9-7ede-4543-bebc-c2f04bea2870\",\r\n \"currentClient\": true,\r\n \"postBillPay\": null,\r\n \"reference\": \"B456\",\r\n \"transferFromContactId\": 96031,\r\n \"transferFromDate\": \"2025-08-01\",\r\n \"transferToContactId\": 96030,\r\n \"transferToDate\": \"2025-08-02\"\r\n}"}],"_postman_id":"88b91a52-1c95-4128-b148-35016cecf22a"}],"id":"c874fac6-2123-467a-9d0e-51e55eb4e832","_postman_id":"c874fac6-2123-467a-9d0e-51e55eb4e832"},{"name":"Company Documents","item":[{"name":"Attachments","item":[{"name":"Download a Document Attachment","id":"9e0c93db-974b-49bb-bb2e-1fbe2a5d83cf","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"GET","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/companies/:companyId/documents/:documentId/attachments/:attachmentId","host":["{{baseUrl}}"],"path":["companies",":companyId","documents",":documentId","attachments",":attachmentId"],"variable":[{"key":"companyId","value":"{{companyId}}","description":"[Required]"},{"key":"documentId","value":"{{documentId}}","description":"[Required]"},{"key":"attachmentId","value":"{{attachmentId}}","description":"[Required]"}]},"description":"This resource will return a URL link which can be used to download a Document Attachment. Both User and System attachments can be downloaded"},"response":[{"id":"8765d276-05d4-49ee-ad65-d488b7a97f16","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":"{{baseUrl}}/companies/68484684864/documents/6565655/attachments/UA541"},"status":"OK","code":200,"_postman_previewlanguage":"text","header":[{"key":"Content-Type","value":"text/plain"}],"cookie":[],"responseTime":null,"body":""}],"_postman_id":"9e0c93db-974b-49bb-bb2e-1fbe2a5d83cf"},{"name":"Delete a Document Attachment","id":"36627c05-9ae3-469c-8e84-b9d63a4d8458","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"DELETE","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/companies/:companies/{{companyId}}/:documents/{{documentId}}/:attachments/{{attachmentId}}","host":["{{baseUrl}}"],"path":["companies",":companies","{{companyId}}",":documents","{{documentId}}",":attachments","{{attachmentId}}"],"variable":[{"key":"companies","value":"{{companyId}}"},{"key":"documents","value":"{{documentId}}"},{"key":"attachments","value":"{{attachmentId}}"}]},"description":"Delete a Document Attachment\n\nThis resource can only be used to delete user attachments. System generated attachments/forms cannot be deleted"},"response":[{"id":"bbba3e43-fceb-4104-95ad-60469c51acb0","name":"Status 200","originalRequest":{"method":"DELETE","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":"{{baseUrl}}/companies/565464456/documents/5454458/attachments/UA563454"},"status":"OK","code":200,"_postman_previewlanguage":"text","header":[{"key":"Content-Type","value":"text/plain"}],"cookie":[],"responseTime":null,"body":""}],"_postman_id":"36627c05-9ae3-469c-8e84-b9d63a4d8458"},{"name":"Upload a New Attachment to a Given Document","id":"59bddde6-4487-41cb-b91b-a507f2090bca","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"POST","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"formdata","formdata":[{"key":"attachment","description":"Send the file as form-data with the key “attachment”","type":"file","value":null}]},"url":{"raw":"{{baseUrl}}/companies/:companyId/documents/:documentId/attachments","host":["{{baseUrl}}"],"path":["companies",":companyId","documents",":documentId","attachments"],"variable":[{"key":"companyId","value":"{{companyId}}"},{"key":"documentId","value":"{{documentId}}"}]},"description":"Upload a New Attachment to a Given Document\n"},"response":[{"id":"853d59eb-e62a-46ee-8b22-3cdca793a4a9","name":"Status 200","originalRequest":{"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"formdata","formdata":[{"key":"attachment","type":"file","value":null}]},"url":"{{baseUrl}}/companies/53486478/documents/486878/attachments"},"status":"OK","code":200,"_postman_previewlanguage":"text","header":[{"key":"Content-Type","value":"text/plain"}],"cookie":[],"responseTime":null,"body":""}],"_postman_id":"59bddde6-4487-41cb-b91b-a507f2090bca"}],"id":"d5410ccf-2ff3-4651-8f39-fbf18bd3a7ac","_postman_id":"d5410ccf-2ff3-4651-8f39-fbf18bd3a7ac"},{"name":"List of Unlodged Documents (Firm)","id":"7fc60b64-b5b7-4cd2-bda6-b3c72641baf1","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"GET","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}","type":"text"}],"url":{"raw":"{{baseUrl}}/cas/companies/documents/unlodged?offset={{offset}}&limit={{limit}}","host":["{{baseUrl}}"],"path":["cas","companies","documents","unlodged"],"query":[{"key":"offset","value":"{{offset}}","description":"number | Required | Example = 0 |"},{"key":"limit","value":"{{limit}}","description":"number | Required | Example = 500"}]},"description":"This resource will return all unlodged documents that exist in the firm. \n\n### Query Parameters\n\n| Form Parameter | type | Mandatory | Description |\n| -------- | -------- | -------- | -------- |\n| offset | number | Required | Example = 0 |\n| limit | number | Required | Example = 500 |\n\n### Response Body\n\n| Key | Datatype | Mandatory | Constraints/Comments |\n| -------- | -------- | -------- | -------- |\n| id | number | Yes | |\n| traceNumber | String | Yes | |\n| asicDocNumber | String | Yes | \t \t |\n| name | String | Yes | \tForm type (i.e form 484) |\n| documentDate | String | Yes | ISO 8601 date https://en.wikipedia.org/wiki/ISO_8601 \t |\n\n**lodgementDetails object**\n\n| Key | Datatype | Mandatory | Constraints |\n| ----------- | -------- | --------- | --------------------------------------------------------------------- |\n| lodgementDeadlineDate | String | Yes | Format will be ISO 8601 date. Equal to Late date |\n| preparedBy | String | Yes | The name of user who prepared the document |\n| changesSummary | String | Yes | Changes summary as it displays on documents screen (currently only avaliable for form 484) |\n| lodgementURL | String | Yes | |\n| electronic | boolean | Yes | Mandatory if the document is able to be electronically lodged |\n\n**status objects**\n\n| Key | Datatype | Mandatory | Constraints |\n| ------------ | -------- | --------- | ---------------------------------------------------- |\n| id | Number | Yes | |\n| createdBy | String | Yes | The name of user who created the document |\n| type | String | Yes | Descriptive name of Status |\n| typeId | Number | Yes | Status Unique Identifier |\n| effectiveDate | String | Yes | Format will be ISO 8601 date. Equal to status change date |\n\n\n**company object**\n\n| Key | Datatype | Mandatory | Constraints |\n| ----------------- | -------- | --------- | ----------------------------------------------------------- |\n| id | Number | Yes | |\n| name | String | Yes | |\n| number | String | No | Must be a valid ACN |\n| incorporationDate | String | No | ISO 8601 date https://en.wikipedia.org/wiki/ISO_8601 |\n| annualReviewDate | String | No | ISO 8601 date https://en.wikipedia.org/wiki/ISO_8601 |\n| registrationState | String | No | Must be one of 'ACT'/'NSW'/'VIC'/'QLD'/'SA'/'WA'/'TAS'/'NT' |\n| jurisdiction | String | Yes | Currently only 'Australia' is allowed |\n| type | Object | No | See table below |\n| agentId | String | No | |\n\n---\n\n**type object**\n\nNote: Within Australia, only certain combinations of companyType, companyClass and companySubClass are valid\n\n| Key | Datatype | Mandatory | Constraints |\n| --------------- | -------- | --------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------- |\n| companyType | String | Yes | Must be one of 'Small Proprietary'/'Large Proprietary'/'Public Company' |\n| companyClass | String | Yes | Must be one of 'Limited by Shares'/'Limited by Guarantee'/'Limited by Shares and Guarantee'/'Unlimited'/'No Liability' |\n| companySubClass | String | Yes | Must be one of 'None'/'Superannuation Trustee Company'/'Non Profit Company'/'Home Unit Company'/'Listed'/'Unlisted'/'Section 150 License'/'Unlisted Non Profit |"},"response":[{"id":"8e071de8-5ab3-417f-a96d-f49e71142c95","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","type":"text"}],"url":{"raw":"{{baseUrl}}/cas/companies/documents/unlodged ?offset=0&limit=500","host":["{{baseUrl}}"],"path":["cas","companies","documents","unlodged "],"query":[{"key":"offset","value":"0"},{"key":"limit","value":"500"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"documents\": [\n {\n \"asicDocNumber\": null,\n \"company\": {\n \"agentId\": 9,\n \"annualReviewDate\": \"2019-01-01\",\n \"id\": \"e280a2f7-c8f0-4c72-a7e3-4f32cd37f074\",\n \"incorporationDate\": \"2018-01-01\",\n \"jurisdiction\": \"Australia\",\n \"name\": \"Warren Xerocon 2018 Pty Ltd\",\n \"number\": \"111111114\",\n \"registrationState\": \"ACT\",\n \"type\": {\n \"companyClass\": \"Limited by Shares\",\n \"companySubClass\": \"None\",\n \"companyType\": \"Small Proprietary\"\n }\n },\n \"documentDate\": \"2018-09-05\",\n \"id\": 405,\n \"lodgementDetails\": {\n \"changesSummary\": \"[PABLO ROCAS] has been [allotted 100 $1 ORDINARY SHARES] on [{1533859200000}]\",\n \"electronic\": true,\n \"lodgementDeadlineDate\": \"2018-09-06\",\n \"lodgementUrl\": \"https://staging.cas360.com.au/s/html/main.html#/documents?trace=121\",\n \"preparedBy\": \"Frank Flann\"\n },\n \"name\": \"Form - 484 CHANGE TO COMPANY DETAILS\",\n \"status\": {\n \t\"id\": 930814,\n \"createdBy\": \"Frank Flann\",\n \"type\": \"DOCUMENT PREPARED\",\n \"typeId\": 2,\n \"effectiveDate\": \"2018-09-05\"\n },\n \"traceNumber\": \"121\"\n },\n {\n \"asicDocNumber\": null,\n \"company\": {\n \"agentId\": 8,\n \"annualReviewDate\": \"2019-01-01\",\n \"id\": \"e280a2f7-c8f0-4c72-a7e3-4f32cd37f074\",\n \"incorporationDate\": \"2018-01-01\",\n \"jurisdiction\": \"Australia\",\n \"name\": \"Warren Xerocon 2018 Pty Ltd\",\n \"number\": \"111111114\",\n \"registrationState\": \"ACT\",\n \"type\": {\n \"companyClass\": \"Limited by Shares\",\n \"companySubClass\": \"None\",\n \"companyType\": \"Small Proprietary\"\n }\n },\n \"documentDate\": \"2019-03-13\",\n \"id\": 427,\n \"lodgementDetails\": {\n \"changesSummary\": \"[DARREN SMITH] has been [Appointed] as the company's [Director] on [01/01/2018]\",\n \"electronic\": true,\n \"lodgementDeadlineDate\": \"2018-01-28\",\n \"lodgementUrl\": \"https://staging.cas360.com.au/s/html/main.html#/documents?trace=122\",\n \"preparedBy\": \"Dave Smtih\"\n },\n \"name\": \"Form - 484 CHANGE TO COMPANY DETAILS\",\n \"status\": {\n \"id\": 930815,\n \"createdBy\": \"Dave Smtih\",\n \"type\": \"DOCUMENT PREPARED\",\n \"typeId\": 2,\n \"effectiveDate\": \"2019-03-13\"\n },\n \"traceNumber\": \"122\"\n }\n ],\n \"limit\": 500,\n \"offset\": 0,\n \"total\": 2\n}"}],"_postman_id":"7fc60b64-b5b7-4cd2-bda6-b3c72641baf1"},{"name":"List of Unlodged Documents (Company)","id":"8cdef52d-a4d6-4963-bd2a-3de569863e0d","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"GET","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}","type":"text"}],"url":{"raw":"{{baseUrl}}/cas/companies/:companyId/documents/unlodged?offset={{offset}}&limit={{limit}}","host":["{{baseUrl}}"],"path":["cas","companies",":companyId","documents","unlodged"],"query":[{"key":"offset","value":"{{offset}}","description":" number | Required | Example = 0 |"},{"key":"limit","value":"{{limit}}","description":"number | Required | Example = 500 |"}],"variable":[{"key":"companyId","value":"{{companyId}}"}]},"description":"This resource will return all unlodged documents that exist for a specified company\n\n### Query Parameters\n\n| Form Parameter | type | Mandatory | Description |\n| -------- | -------- | -------- | -------- |\n| offset | number | Required | Example = 0 |\n| limit | number | Required | Example = 500 |\n\n### Response Body\n\n| Key | Datatype | Mandatory | Constraints/Comments |\n| -------- | -------- | -------- | -------- |\n| id | number | Yes | |\n| traceNumber | String | Yes | |\n| asicDocNumber | String | Yes | \t \t |\n| name | String | Yes | \tForm type (i.e form 484) |\n| documentDate | String | Yes | ISO 8601 date https://en.wikipedia.org/wiki/ISO_8601 \t |\n\n**lodgementDetails object**\n\n| Key | Datatype | Mandatory | Constraints |\n| ----------- | -------- | --------- | --------------------------------------------------------------------- |\n| lodgementDeadlineDate | String | Yes | Format will be ISO 8601 date. Equal to Late date |\n| preparedBy | String | Yes | The name of user who prepared the document |\n| changesSummary | String | Yes | Changes summary as it displays on documents screen (currently only avaliable for form 484) |\n| lodgementURL | String | Yes | |\n| electronic | boolean | Yes | Mandatory if the document is able to be electronically lodged |\n\n**status objects**\n\n| Key | Datatype | Mandatory | Constraints |\n| ------------ | -------- | --------- | ---------------------------------------------------- |\n| id | Number | Yes | |\n| createdBy | String | Yes | The name of user who created the document |\n| type | String | Yes | Descriptive name of Status |\n| typeId | Number | Yes | Status Unique Identifier |\n| effectiveDate | String | Yes | Format will be ISO 8601 date. Equal to status change date |\n\n**company object**\n\n| Key | Datatype | Mandatory | Constraints |\n| ----------------- | -------- | --------- | ----------------------------------------------------------- |\n| id | Number | Yes | |\n| name | String | Yes | |\n| number | String | No | Must be a valid ACN |\n| incorporationDate | String | No | ISO 8601 date https://en.wikipedia.org/wiki/ISO_8601 |\n| annualReviewDate | String | No | ISO 8601 date https://en.wikipedia.org/wiki/ISO_8601 |\n| registrationState | String | No | Must be one of 'ACT'/'NSW'/'VIC'/'QLD'/'SA'/'WA'/'TAS'/'NT' |\n| jurisdiction | String | Yes | Currently only 'Australia' is allowed |\n| type | Object | No | See table below |\n| agentId | String | No | |\n\n**type object**\n\nNote: Within Australia, only certain combinations of companyType, companyClass and companySubClass are valid\n\n| Key | Datatype | Mandatory | Constraints |\n| --------------- | -------- | --------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------- |\n| companyType | String | Yes | Must be one of 'Small Proprietary'/'Large Proprietary'/'Public Company' |\n| companyClass | String | Yes | Must be one of 'Limited by Shares'/'Limited by Guarantee'/'Limited by Shares and Guarantee'/'Unlimited'/'No Liability' |\n| companySubClass | String | Yes | Must be one of 'None'/'Superannuation Trustee Company'/'Non Profit Company'/'Home Unit Company'/'Listed'/'Unlisted'/'Section 150 License'/'Unlisted Non Profit |"},"response":[{"id":"8654a001-d1dc-4081-9b3a-d60198b699b1","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","type":"text"}],"url":{"raw":"{{baseUrl}}/cas/companies/84848484/documents/unlodged?offset=0&limit=500","host":["{{baseUrl}}"],"path":["cas","companies","84848484","documents","unlodged"],"query":[{"key":"offset","value":"0"},{"key":"limit","value":"500"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"documents\": [\n {\n \"asicDocNumber\": null,\n \"company\": {\n \"agentId\": 9,\n \"annualReviewDate\": \"2019-01-01\",\n \"id\": \"e280a2f7-c8f0-4c72-a7e3-4f32cd37f074\",\n \"incorporationDate\": \"2018-01-01\",\n \"jurisdiction\": \"Australia\",\n \"name\": \"Warren Xerocon 2018 Pty Ltd\",\n \"number\": \"111111114\",\n \"registrationState\": \"ACT\",\n \"type\": {\n \"companyClass\": \"Limited by Shares\",\n \"companySubClass\": \"None\",\n \"companyType\": \"Small Proprietary\"\n }\n },\n \"documentDate\": \"2018-09-05\",\n \"id\": 405,\n \"lodgementDetails\": {\n \"changesSummary\": \"[PABLO ROCAS] has been [allotted 100 $1 ORDINARY SHARES] on [{1533859200000}]\",\n \"electronic\": true,\n \"lodgementDeadlineDate\": \"2018-09-06\",\n \"lodgementUrl\": \"https://staging.cas360.com.au/s/html/main.html#/documents?trace=121\",\n \"preparedBy\": \"Frank Flann\"\n },\n \"name\": \"Form - 484 CHANGE TO COMPANY DETAILS\",\n \"status\": {\n \t\"id\": 930815,\n \"createdBy\": \"Frank Flann\",\n \"type\": \"DOCUMENT PREPARED\",\n \"typeId\": 2,\n \"effectiveDate\": \"2018-09-05\"\n },\n \"traceNumber\": \"121\"\n },\n {\n \"asicDocNumber\": null,\n \"company\": {\n \"agentId\": 8,\n \"annualReviewDate\": \"2019-01-01\",\n \"id\": \"e280a2f7-c8f0-4c72-a7e3-4f32cd37f074\",\n \"incorporationDate\": \"2018-01-01\",\n \"jurisdiction\": \"Australia\",\n \"name\": \"Warren Xerocon 2018 Pty Ltd\",\n \"number\": \"111111114\",\n \"registrationState\": \"ACT\",\n \"type\": {\n \"companyClass\": \"Limited by Shares\",\n \"companySubClass\": \"None\",\n \"companyType\": \"Small Proprietary\"\n }\n },\n \"documentDate\": \"2019-03-13\",\n \"id\": 427,\n \"lodgementDetails\": {\n \"changesSummary\": \"[DARREN SMITH] has been [Appointed] as the company's [Director] on [01/01/2018]\",\n \"electronic\": true,\n \"lodgementDeadlineDate\": \"2018-01-28\",\n \"lodgementUrl\": \"https://staging.cas360.com.au/s/html/main.html#/documents?trace=122\",\n \"preparedBy\": \"Dave Smtih\"\n },\n \"name\": \"Form - 484 CHANGE TO COMPANY DETAILS\",\n \"status\": {\n \"id\": 930815,\n \"createdBy\": \"Dave Smtih\",\n \"type\": \"DOCUMENT PREPARED\",\n \"typeId\": 2,\n \"effectiveDate\": \"2019-03-13\"\n },\n \"traceNumber\": \"122\"\n }\n ],\n \"limit\": 500,\n \"offset\": 0,\n \"total\": 2\n}"}],"_postman_id":"8cdef52d-a4d6-4963-bd2a-3de569863e0d"},{"name":"List Documents","id":"4e714709-c410-42c5-a91b-faea717dd0e2","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"noauth"},"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."}],"url":{"raw":"{{baseUrl}}/companies/:companyId/documents?offset={{offset}}&limit={{limit}}&updatedAfter={{updatedAfter}}","host":["{{baseUrl}}"],"path":["companies",":companyId","documents"],"query":[{"key":"offset","value":"{{offset}}","description":"number | Required | Example = 0 |"},{"key":"limit","value":"{{limit}}","description":"number | Required | Example = 500 |"},{"key":"updatedAfter","value":"{{updatedAfter}}","description":"date | Optional | UTC date in ISO format: yyyy-MM-dd’T’HH:mm:ss. Example: 2000-10-31T01:30:00Z or 2000-10-31T01:30:00"}],"variable":[{"key":"companyId","value":"{{companyId}}","description":"[Required]"}]},"description":"Return a list of company documents for a company. Document IDs returned can be used for subsequent calls.\n\n### Query Parameters\n\n| Form Parameter | type | Mandatory | Description |\n| -------- | -------- | -------- | -------- |\n| offset | number | Required | Example = 0 |\n| limit | number | Required | Example = 500 |\n| updatedAfter | date | Optional| UTC date in ISO format: yyyy-MM-dd’T’HH:mm:ss. Example: 2000-10-31T01:30:00Z or 2000-10-31T01:30:00|\n\n**updatedAfter** parameter\nUsing this new parameter, the documents list will return just the documents that were updated after the date and time specified. The date must be a UTC date in ISO format: yyyy-MM-dd’T’HH:mm:ss. Example: 2000-10-31T01:30:00Z or 2000-10-31T01:30:00\n\nExample - ‘/companies/:companyId/documents?offset=0&limit=500&updatedAfter=2019-10-31T01:30:00Z’\n\n\n### Response Body\n\nReturns a list of objects as described below\n\n| Key | Datatype | Mandatory | Constraints |\n| ------------- | -------- | --------- | ---------------------------------------------------- |\n| id | Number | Yes | |\n| traceNumber | Number | Yes | |\n| name | String | Yes | |\n| documentDate | String | Yes | ISO 8601 date https://en.wikipedia.org/wiki/ISO_8601 |\n| asicDocNumber | String | No | |\n|lastUpdatedTimestamp | Date | Yes | Date and time document was updated |\n\n**status objects**\n\n| Key | Datatype | Mandatory | Constraints |\n| ------------ | -------- | --------- | ---------------------------------------------------- |\n| id | Number | Yes | |\n| createdBy | String | Yes | The name of user who created the document |\n| type | String | Yes | Descriptive name of Status |\n| typeId | Number | Yes | Status Unique Identifier |\n| effectiveDate | String | Yes | Format will be ISO 8601 date. Equal to status change date |\n\n\n**Additional keys**\n\n| Key | Datatype | Mandatory | Constraints |\n| ------ | -------- | --------- | ----------- |\n| offset | Number | Yes | |\n| limit | Number | Yes | |\n| total | Number | Yes | |"},"response":[{"id":"556f5c3d-daa5-469b-8be5-6dcd579826c0","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/companies/74541541/documents?offset=0&limit=500","host":["{{baseUrl}}"],"path":["companies","74541541","documents"],"query":[{"key":"offset","value":"0"},{"key":"limit","value":"500"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"documents\": [\n {\n \"id\": 1011421,\n \"traceNumber\": \"1190\",\n \"asicDocNumber\": null,\n \"name\": \"Form - 484 CHANGE TO COMPANY DETAILS\",\n \"documentDate\": \"2019-01-01\",\n \"status\": {\n \"id\": 926875,\n \"createdBy\": \"MIGRATION USER\",\n \"type\": \"SENT TO CLIENT\",\n \"typeId\": 3,\n \"effectiveDate\": \"2019-01-01\"\n }\n },\n {\n \"id\": 1011452,\n \"traceNumber\": \"386654\",\n \"asicDocNumber\": null,\n \"name\": \"Form - 484 CHANGE TO COMPANY DETAILS\",\n \"documentDate\": \"2019-09-06\",\n \"status\": {\n \"id\": 926891,\n \"createdBy\": \"Bec Smith\",\n \"type\": \"DOCUMENT PREPARED\",\n \"typeId\": 2,\n \"effectiveDate\": \"2019-09-06\"\n }\n }\n ],\n \"offset\": 0,\n \"limit\": 2,\n \"total\": 2\n}"}],"_postman_id":"4e714709-c410-42c5-a91b-faea717dd0e2"},{"name":"Document Details","id":"b162e36f-2494-4e62-abf4-3b4fae797734","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"GET","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/companies/:companyId/documents/:documentId ","host":["{{baseUrl}}"],"path":["companies",":companyId","documents",":documentId "],"variable":[{"key":"companyId","value":"{{companyId}}"},{"key":"documentId ","value":"{{documentId}}"}]},"description":"Returns Document Details Including All Attachments for a Company. \n\n\n### Response Body\n\n| Key | Datatype | Mandatory | Constraints |\n| ------------- | --------------- | --------- | ---------------------------------------------------- |\n| traceNumber | String | Yes | |\n| name | String | Yes | |\n| documentDate | String | Yes | ISO 8601 date https://en.wikipedia.org/wiki/ISO_8601 |\n| asicDocNumber | String | No | |\n| attachments | List of Objects | Yes | Can be empty |\n\n\n**attachments objects**\n\n| Key | Datatype | Mandatory | Constraints |\n| ------------ | -------- | --------- | ---------------------------------------------------- |\n| id | Number | Yes | |\n| name | String | Yes | |\n| creationDate | String | Yes | ISO 8601 date https://en.wikipedia.org/wiki/ISO_8601 |\n\n**status objects**\n\n| Key | Datatype | Mandatory | Constraints |\n| ------------ | -------- | --------- | ---------------------------------------------------- |\n| id | Number | Yes | |\n| createdBy | String | Yes | |\n| type | String | Yes | Descriptive name of Status |\n| typeId | Number | Yes | |\n| effectiveDate | String | Yes | Created Date of status |\n"},"response":[{"id":"4321c013-bf60-4951-8f26-6c7fc7c67e90","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":"{{baseUrl}}/companies/123456789/documents/84572536 "},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\r\n \"id\": 1007308,\r\n \"traceNumber\": \"384995\",\r\n \"asicDocNumber\": null,\r\n \"name\": \"Form - 484 CHANGE TO COMPANY DETAILS\",\r\n \"documentDate\": \"2019-06-27\",\r\n \"attachments\": [\r\n {\r\n \"id\": \"F871915\",\r\n \"name\": \"Register of Officers.pdf\",\r\n \"creationDate\": \"2019-06-27\"\r\n },\r\n {\r\n \"id\": \"UA17516\",\r\n \"name\": \"User Uploaded Document.pdf\",\r\n \"creationDate\": \"2020-01-15\"\r\n }\r\n ],\r\n \"status\": {\r\n \"id\": 925386,\r\n \"createdBy\": \"Jeremiah Noah\",\r\n \"type\": \"DOCUMENT PREPARED\",\r\n \"typeId\": 2,\r\n \"effectiveDate\": \"2019-06-27\"\r\n }\r\n}\r\n"}],"_postman_id":"b162e36f-2494-4e62-abf4-3b4fae797734"},{"name":"Create New Document Record","id":"90caf1f7-cffc-438c-ace2-38c48ea51e1a","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"POST","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"asicDocNumber\": \"{{asicDocNumber}}\",\n \"documentDate\": \"{{documentDate}}\",\n \"name\": \"{{name}}\",\n \"status\": {\n \"typeId\": 3\n }\n}"},"url":{"raw":"{{baseUrl}}/companies/:companyId/documents","host":["{{baseUrl}}"],"path":["companies",":companyId","documents"],"variable":[{"key":"companyId","value":"{{companyId}}","description":"[REQUIRED]"}]},"description":"Create New Document Record for a Company\n\n### Request Body\n\n\n| Key | Datatype | Mandatory | Constraints |\n| ------------- | -------- | --------- | ---------------------------------------------------- |\n| name | String | Yes | |\n| documentDate | String | Yes | ISO 8601 date https://en.wikipedia.org/wiki/ISO_8601 |\n| asicDocNumber | String | No |\n\n**status object**\n\nNote: Within Australia, only certain combinations of companyType, companyClass and companySubClass are valid\n\n| Key | Datatype | Mandatory | Constraints |\n| --------------- | -------- | --------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------- |\n| typeId | Long | No | Must be a valid status Id, if not specified will default to 'RECEIVED' |"},"response":[{"id":"b0a486a6-476f-4aab-8d66-41f662a436ff","name":"Status 200","originalRequest":{"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"\n{\n \"asicDocNumber\": \"7e10b1b1\",\n \"traceNumber\": \"84\",\n \"documentDate\": \"2017-07-01\",\n \"name\": \"Annual Reports\",\n \"status\": {\n \"id\": 7,\n \"createdBy\": \"David Johns\",\n \"type\": \"SENT TO CLIENT\",\n \"typeId\": 3,\n \"effectiveDate\": \"2017-07-01\"\n }\n}"},"url":"{{baseUrl}}/companies//documents"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"id\": \"34684684\",\n \"traceNumber\": \"84\",\n \"asicDocNumber\": \"7e10b1b1\",\n \"documentDate\": \"2017-07-01\",\n \"name\": \"Annual Reports\",\n \"status\": {\n \"typeId\": 3\n }\n}"}],"_postman_id":"90caf1f7-cffc-438c-ace2-38c48ea51e1a"},{"name":"Delete a document","id":"15acf084-b2cf-418e-8561-8ab6404f5cbd","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"DELETE","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/companies/:companyId/documents/:documentId ","host":["{{baseUrl}}"],"path":["companies",":companyId","documents",":documentId "],"variable":[{"key":"companyId","value":"{{companyId}}","description":"[Required]"},{"key":"documentId ","value":"{{documentId}}","description":"[Required]\n"}]},"description":"Delete a document for a given company\n"},"response":[{"id":"f0732867-708b-46af-832a-902a5db686ed","name":"Status 200","originalRequest":{"method":"DELETE","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":"{{baseUrl}}/companies/123456789/documents/987654321 "},"status":"OK","code":200,"_postman_previewlanguage":"text","header":[{"key":"Content-Type","value":"text/plain"}],"cookie":[],"responseTime":null,"body":""}],"_postman_id":"15acf084-b2cf-418e-8561-8ab6404f5cbd"},{"name":"List of Status Types","id":"47b82aa3-d148-46da-923c-f922ab3d8e11","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."}],"url":"{{baseUrl}}/cas/documents/statuses/types","description":"Allows you to retrieve the Status types for documents in CAS360. The status helps users manage documents by indicating what stage the document is at.\n\nWhen documents are generated, the status will automatically be set to Document Prepared. Once a document is lodged, the status will automatically change to Lodged. When an Annual Company Statement is received, the status of Form 480 will automatically be set to Document Received and once the Annual Review is processed, the status will change to Document Processed.\n\n\n### Response Body \n\n| Key | Type | Comments |\n| -------- | -------- | -------- |\n| id | number | Unique identifier |\n| name | String | Name of the Status |"},"response":[{"id":"584099c7-ad79-41cc-862d-af9e92065e85","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":"{{baseUrl}}/cas/documents/statuses/types"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"statusTypes\": [\n {\n \"id\": 1,\n \"name\": \"ADDED FROM MIGRATION\"\n },\n {\n \"id\": 17,\n \"name\": \"ANNUAL REVIEW COMPLETE\"\n },\n {\n \"id\": 2,\n \"name\": \"DOCUMENT PREPARED\"\n },\n {\n \"id\": 6,\n \"name\": \"DOCUMENT PROCESSED\"\n },\n {\n \"id\": 7,\n \"name\": \"DOCUMENT RECEIVED\"\n },\n {\n \"id\": 10,\n \"name\": \"DOCUSIGN DELIVERED TO CLIENT\"\n },\n {\n \"id\": 13,\n \"name\": \"DOCUSIGN FAILED\"\n },\n {\n \"id\": 9,\n \"name\": \"DOCUSIGN SENT TO CLIENT\"\n },\n {\n \"id\": 12,\n \"name\": \"DOCUSIGN SIGNATURE DECLINED\"\n },\n {\n \"id\": 11,\n \"name\": \"DOCUSIGN SIGNED BY CLIENT\"\n },\n {\n \"id\": 5,\n \"name\": \"LODGED\"\n },\n {\n \"id\": 8,\n \"name\": \"LODGEMENT REJECTED\"\n },\n {\n \"id\": 16,\n \"name\": \"REVIEW FAILED\"\n },\n {\n \"id\": 15,\n \"name\": \"REVIEW PASSED\"\n },\n {\n \"id\": 14,\n \"name\": \"SENT FOR REVIEW\"\n },\n {\n \"id\": 3,\n \"name\": \"SENT TO CLIENT\"\n },\n {\n \"id\": 4,\n \"name\": \"SIGNED BY CLIENT\"\n }\n ]\n}"}],"_postman_id":"47b82aa3-d148-46da-923c-f922ab3d8e11"},{"name":"Assign a new Status for a Document","id":"aa1997a0-d07e-4f1b-8a4a-0ceb22c9b7eb","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."},{"key":"Content-Type","name":"Content-Type","value":"application/json","type":"text"}],"body":{"mode":"raw","raw":"{\n\t\"typeId\": 10,\n\t\"effectiveDate\": \"2018-01-15\"\n}"},"url":"{{baseUrl}}/cas/companies/{{companyId}}/documents/{{documentId}}/statuses","description":"Allows you to alter the Status of a document in CAS360. The status helps users manage documents by indicating what stage the document is at.\n\nWhen documents are generated, the status will automatically be set to Document Prepared. Once a document is lodged, the status will automatically change to Lodged. When an Annual Company Statement is received, the status of Form 480 will automatically be set to Document Received and once the Annual Review is processed, the status will change to Document Processed.\n\n\n### Response Body \n\n| Key | Type | Comments |\n| -------- | -------- | -------- |\n| typeId | number | Unique identifier |\n| effectiveDate | String | Effective Date of the new Status |"},"response":[{"id":"60f66316-9896-4ba9-b79e-c452ea875fdc","name":"Status 201","originalRequest":{"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","name":"Content-Type","value":"application/json","type":"text"}],"body":{"mode":"raw","raw":"{\n\t\"typeId\": 10,\n\t\"effectiveDate\": \"2018-01-15\"\n}","options":{"raw":{"language":"json"}}},"url":"{{baseUrl}}/companies/{{companyId}}/documents/{{documentId}}/statuses"},"status":"OK","code":201,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"id\": 100,\n \"createdBy\": \"CAS360 API\",\n \"type\": \"CANCELLED\",\n \"typeId\": 20,\n \"effectiveDate\": \"2018-01-15\"\n}"}],"_postman_id":"aa1997a0-d07e-4f1b-8a4a-0ceb22c9b7eb"}],"id":"87713b4c-9a5b-49ae-842b-7e01e9fba4e4","event":[{"listen":"prerequest","script":{"id":"1973def2-98b2-4ff5-aca3-93879dbf0d1b","type":"text/javascript","exec":[""]}},{"listen":"test","script":{"id":"581e1172-25e5-4e9e-9015-9b7ecacfbac8","type":"text/javascript","exec":[""]}}],"_postman_id":"87713b4c-9a5b-49ae-842b-7e01e9fba4e4"}],"id":"cedf70cf-6a3f-471a-8d6e-9fc015c02ec8","_postman_id":"cedf70cf-6a3f-471a-8d6e-9fc015c02ec8"},{"name":"Trusts","item":[{"name":"Trust - Management","item":[{"name":"List of Trusts","id":"0c0be879-6b84-429b-b89c-d71c64db61fa","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."}],"url":{"raw":"{{baseUrl}}/cas/trusts?offset={{offset}}&limit={{limit}}","host":["{{baseUrl}}"],"path":["cas","trusts"],"query":[{"key":"offset","value":"{{offset}}","description":"number | Required | Example = 0 |"},{"key":"limit","value":"{{limit}}","description":"number | Required | Example = 500 |"}]},"description":"Gets a list of all non-deleted trusts which the user has access to. A trust is a fiduciary relationship in which one person (the trustee) holds assets for the benefit of another (the beneficiary).\n\n### Query Parameters\n\n| Form Parameter | type | Mandatory | Description |\n| -------- | -------- | -------- | -------- |\n| offset | number | Required | Example = 0 |\n| limit | number | Required | Example = 500 |\n\n### Response Body\n\n| Key | Datatype | Mandatory | Constraints |\n| ----------------- | -------- | --------- | ----------------------------------------------------------- |\n| formedDate | String | Yes | ISO 8601 date https://en.wikipedia.org/wiki/ISO_8601 |\n| abn | String | No | Trust Id |\n| id | String | Yes | Trust Id | \n| jurisdiction | String | Yes | Jurisdiction company was formed in | \n|meetingAddressId | String | Yes | existing Address Id | \n| trustNameId | String | Yes | existing Contact Id | \n| type | Object | Yes | Must be either 'UNIT'/'DISCRETIONARY'/'HYBRID'/'BARE' |"},"response":[{"id":"de02f5fe-a049-44ff-b405-cdb971965a47","name":"200 - List of Trusts","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."}],"url":{"raw":"{{baseUrl}}/cas/trusts?offset={{offset}}&limit={{limit}}","host":["{{baseUrl}}"],"path":["cas","trusts"],"query":[{"key":"offset","value":"{{offset}}","description":"number | Required | Example = 0 |"},{"key":"limit","value":"{{limit}}","description":"number | Required | Example = 500 |"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Mon, 29 Jun 2020 04:58:05 GMT"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Transfer-Encoding","value":"chunked"},{"key":"Connection","value":"keep-alive"},{"key":"Server","value":"nginx"},{"key":"X-Rate-Daily-Limit-Remaining","value":"-1"},{"key":"vary","value":"accept-encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"X-Content-Type-Options","value":"nosniff"},{"key":"Content-Security-Policy","value":"frame-ancestors 'self' uat.sf360.com.au"},{"key":"X-Frame-Options","value":"ALLOW-FROM https://uat.sf360.com.au"}],"cookie":[],"responseTime":null,"body":"{\n \"limit\": 500,\n \"offset\": 0,\n \"total\": 2,\n \"trusts\": [\n {\n \"formedDate\": \"2013-07-02\",\n \"id\": 20053,\n \"jurisdiction\": \"Australia\",\n \"meetingAddressId\": 929212,\n \"trustNameId\": 1062014,\n \"type\": \"UNIT\"\n },\n {\n \"formedDate\": \"2020-05-20\",\n \"id\": 20184,\n \"jurisdiction\": \"Australia\",\n \"meetingAddressId\": 929212,\n \"trustNameId\": 963074,\n \"type\": \"UNIT\"\n }\n ]\n}"}],"_postman_id":"0c0be879-6b84-429b-b89c-d71c64db61fa"},{"name":"List of Trusts by Label ID","id":"1269f7ec-c2fc-4628-a1a5-0d05413bd70e","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."}],"url":{"raw":"{{baseUrl}}/cas/labels/{{labelId}}/trusts?offset={{offset}}&limit={{limit}}","host":["{{baseUrl}}"],"path":["cas","labels","{{labelId}}","trusts"],"query":[{"key":"offset","value":"{{offset}}","description":"number | Required | Example = 0 |"},{"key":"limit","value":"{{limit}}","description":"number | Required | Example = 500 |"}]},"description":"Returns a list of all non-deleted trusts which the user has access to and which are attached to the label in the query.\n\n### Query Parameters\n\n| Form Parameter | type | Mandatory | Description |\n| -------- | -------- | -------- | -------- |\n| offset | number | Required | Example = 0 |\n| limit | number | Required | Example = 500 |\n\n### Response Body\n\n| Key | Datatype | Mandatory | Constraints |\n| ----------------- | -------- | --------- | ----------------------------------------------------------- |\n| ABN | String | No | Must be a valid ACN if jurisdiction is 'Australia' |\n| formedDate | String | Yes | ISO 8601 date https://en.wikipedia.org/wiki/ISO_8601 |\n| id | String | Yes | Trust Id | \n| trustNameId | String | Yes | existing Contact Id | \n| trusteeAppointedDate | String | No | ISO 8601 date https://en.wikipedia.org/wiki/ISO_8601 |\n| trusteeCompanyId | String | Yes | existing Company Id |\n|trusteeContactId | String | Yes | existing Contact Id | \n| type | Object | Yes | Must be either 'UNIT' or 'DISCRETIONARY' |\n|appointorId | String | No | existing Contact Id | \n|settlorId | String | No | existing Contact Id |"},"response":[{"id":"0e693a75-e871-4218-823c-7c82609ca263","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"Bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/cas/labels/3/trusts?offset=0&limit=500","host":["{{baseUrl}}"],"path":["cas","labels","3","trusts"],"query":[{"key":"offset","value":"0"},{"key":"limit","value":"500"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"trusts\": [\n {\n \"id\": 17337,\n \"trustNameId\": 568906,\n \"type\": \"UNIT\",\n \"abn\": null,\n \"trusteeCompanyId\": \"022154b9-ce7c-4814-9c8b-11b7d0c1f076\",\n \"trusteeContactId\": null,\n \"appointorId\": null,\n \"settlorId\": null,\n \"formedDate\": \"1890-01-15\",\n \"trusteeAppointedDate\": \"2015-05-26\"\n },\n {\n \"id\": 17788,\n \"trustNameId\": 572578,\n \"type\": \"UNIT\",\n \"abn\": null,\n \"trusteeCompanyId\": \"4800af6e-14b8-4b79-9326-30faeb32ad51\",\n \"trusteeContactId\": null,\n \"appointorId\": null,\n \"settlorId\": null,\n \"formedDate\": \"2019-02-25\",\n \"trusteeAppointedDate\": \"2019-02-25\"\n }\n ],\n \"offset\": 0,\n \"limit\": 500,\n \"total\": 2\n}"}],"_postman_id":"1269f7ec-c2fc-4628-a1a5-0d05413bd70e"},{"name":"Create new trust","id":"66ede4e8-2ebb-46a5-acac-f3a0e74815bc","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"noauth"},"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"jurisdiction\": \"{{jurisdiction}}\",\n \"trustNameId\": {{trustNameId}},\n \"type\": \"{{type}}\",\n \"abn\": {{abn}},\n \"formedDate\": \"{{formedDate}}\",\n \"trusteeCompanyId\": {{trusteeCompanyId}},\n \"trusteeContactId\": {{trusteeContactId}},\n \"trusteeAppointedDate\": \"{{trusteeAppointedDate}}\",\n \"meetingAddressId\": {{meetingAddressId}}\n}\n"},"url":"{{baseUrl}}/cas/trusts","description":"* This service will create a new trust. A trust is a fiduciary relationship in which one person (the trustee) holds assets for the benefit of another (the beneficiary).\n* In order to insert a Trust a Valid Contact with contact type \"Other Entity\" must be created first via Create Contact\n\n### Request Body\n\n| Key | Datatype | Mandatory | Constraints |\n| ----------------- | -------- | --------- | ----------------------------------------------------------- |\n| ABN | String | No | Must be a valid ABN. Only for Australian Trusts |\n| formedDate | String | Yes | ISO 8601 date https://en.wikipedia.org/wiki/ISO_8601 |\n| id | String | Yes | Trust Id | \n| jurisdiction | String | Yes | The Jurisdiction the Trust was formed in. ISO 3166 country code/name https://en.wikipedia.org/wiki/ISO_3166 | \n|meetingAddressId | String | Yes | existing Address Id | \n| trustNameId | String | Yes | existing Contact Id | \n| trusteeAppointedDate | String | No | ISO 8601 date https://en.wikipedia.org/wiki/ISO_8601. Cannot be before the formedDate of the trrust |\n| trusteeContactId | String | Yes* | Must be an existing Contact Id. See note below. \n|trusteeCompanyId | String | Yes* | Must be an existing Company Id. See note below. |\n| type | Object | Yes | see table below |\n\n*Note for trusteeContactId and trusteeCompanyId*\n* Only one of 'trusteeContactId' or 'trusteeCompanyId' is required \n* If you're adding a Trust which has a Corporate Trustee and the Company is managed using CAS 360 (on Companies List), 'trusteeCompanyId' should have a valid Company Id and 'trusteeContactId' should be null. \n* If the Trust has Individual Trustees or the Corporate Trustee is not a company on the CAS360 Company list (this can be a Company or a individual FYI) then you will need to create a contact on the contact list first and then attach the 'trusteeContactId'. \n\n\n| Jurisdiction | Supported types | \n| ----------------- | -------- |\n| Australia & All other Jurisdicstions | UNIT, DISCRETIONARY, HYBRID, BARE|\n|New Zealand | FAMILY, ESTATE ,CHARITABLE, INVESTMENT, TRADING, FARMING, UNIT, OTHER|\n\n\n\n\n\n\n\n---"},"response":[{"id":"d2c032ec-f8f6-4e97-ad4d-4146c52a5dc0","name":"201 Create new trust","originalRequest":{"method":"POST","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"jurisdiction\": \"Australia\",\n \"trustNameId\": 1062014,\n \"type\": \"UNIT\",\n \"abn\": null,\n \"formedDate\": \"2013-07-02\",\n \"trusteeCompanyId\": null,\n \"trusteeContactId\": 963075,\n \"trusteeAppointedDate\": \"2013-07-02\",\n \"meetingAddressId\": 929212\n}\n\n\n"},"url":"{{baseUrl}}/cas/trusts"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Mon, 29 Jun 2020 05:31:05 GMT"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Transfer-Encoding","value":"chunked"},{"key":"Connection","value":"keep-alive"},{"key":"Server","value":"nginx"},{"key":"X-Rate-Daily-Limit-Remaining","value":"-1"},{"key":"vary","value":"accept-encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"X-Content-Type-Options","value":"nosniff"},{"key":"Content-Security-Policy","value":"frame-ancestors 'self' uat.sf360.com.au"},{"key":"X-Frame-Options","value":"ALLOW-FROM https://uat.sf360.com.au"}],"cookie":[],"responseTime":null,"body":"{\n \"formedDate\": \"2013-07-02\",\n \"id\": 20320,\n \"jurisdiction\": \"Australia\",\n \"meetingAddressId\": 929212,\n \"trustNameId\": 1062014,\n \"trusteeAppointedDate\": \"2013-07-02\",\n \"trusteeContactId\": 963075,\n \"type\": \"UNIT\"\n}"}],"_postman_id":"66ede4e8-2ebb-46a5-acac-f3a0e74815bc"},{"name":"Delete (Deactivate) Trust","id":"ce9daf5e-60c3-4080-b2b1-d200e2acee6f","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"DELETE","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/cas/trusts/:trustId","host":["{{baseUrl}}"],"path":["cas","trusts",":trustId"],"variable":[{"key":"trustId","value":"{{trustId}}","description":"[Required]"}]},"description":"This function marks a trust as deactivated in CAS 360. It is not removed from the database."},"response":[{"id":"7d5c4f96-ac1f-4635-83c0-b4480aa68838","name":"200 - Delete Trust","originalRequest":{"method":"DELETE","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/cas/trusts/:trustId","host":["{{baseUrl}}"],"path":["cas","trusts",":trustId"],"variable":[{"key":"trustId","value":"{{trustId}}","description":"[Required]"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Mon, 29 Jun 2020 05:28:57 GMT"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Transfer-Encoding","value":"chunked"},{"key":"Connection","value":"keep-alive"},{"key":"Server","value":"nginx"},{"key":"X-Rate-Daily-Limit-Remaining","value":"-1"},{"key":"vary","value":"accept-encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"X-Content-Type-Options","value":"nosniff"},{"key":"Content-Security-Policy","value":"frame-ancestors 'self' uat.sf360.com.au"},{"key":"X-Frame-Options","value":"ALLOW-FROM https://uat.sf360.com.au"}],"cookie":[],"responseTime":null,"body":"{\n \"status\": \"DELETED\"\n}"}],"_postman_id":"ce9daf5e-60c3-4080-b2b1-d200e2acee6f"}],"id":"b1a1349a-6c76-4f14-9a7b-3feb607d8e21","description":"Adding a Trust to CAS360\n\n1. [Add Contacts](https://docs.api.bgl360.com.au/?version=latest#f36561e5-8286-458e-bf06-05e9411a004e)\n \n\n* The Trust, Corporate Trustee (If it is not a company managed in CAS360), Individual Trustees, Beneficiaries, Settlor and Appointor should all be added as Contacts\n* If such contact already exists, the existing contact will be returned without being modified.\n \n\n2\\. [Create new Trust](https://docs.api.bgl360.com.au/?version=latest#031876d7-97c1-4e06-b3dd-34b8a29504f2)\n\n* This will add the Trust created at step1 to CAS360’s Trust management screen.\n* Only one of ‘trusteeContactId’ or ‘trusteeCompanyId’ is required\n* If you’re adding a Trust which has a Corporate Trustee and the Company is managed using CAS 360 (on Companies List), ‘trusteeCompanyId’ should have a valid Company Id and ‘trusteeContactId’ should be null.\n* If the Trust has Individual Trustees or the Corporate Trustee is not a company on the CAS360 Company list (this can be a Company or a individual FYI) then you will need to create a contact on the contact list first and then attach the ‘trusteeContactId’.\n \n\n3\\. [Add Trust Relationships](https://docs.api.bgl360.com.au/?version=latest#a545af05-b5a2-4f6a-959a-fea4eac00195)\n\n* Adds the relationship for any of the contacts added at Step 1\n* Will be one of SETTLOR, APPOINTOR, TRUSTEE, ACCOUNTANT, AUDITOR, BANK, BUSINESS_NAME, INVESTMENT_ADVISOR, LAWYER, LIQUIDATOR\n \n\n4\\. [Create New Trust Beneficiaries](https://docs.api.bgl360.com.au/?version=latest#d45ebd54-6454-47dd-83d1-73e63c31b197)\n\n* Attach contacts added at Step 1 as beneficiaries\n \n\n5\\. OPTIONAL - Documents \n5.1 - [Create New Document Record (Trust)](https://docs.api.bgl360.com.au/?version=latest#35f2e919-aa26-49ac-ae18-d5de86b8f17d) \n5.2 [Upload a New Attachment to a Given Document](https://docs.api.bgl360.com.au/?version=latest#1bcf7765-657b-4d41-ae11-c0685621e62e)","_postman_id":"b1a1349a-6c76-4f14-9a7b-3feb607d8e21"},{"name":"Trust - General","item":[{"name":"Trust Details","id":"d71561c1-edb9-4e03-aad3-4d1dfa95e656","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."}],"url":{"raw":"{{baseUrl}}/cas/trusts/:trustId","host":["{{baseUrl}}"],"path":["cas","trusts",":trustId"],"variable":[{"key":"trustId","value":"{{trustId}}"}]},"description":"Gets trust details for a single trust\n\n### Response Body\n\n| Key | Datatype | Mandatory | Constraints |\n| ----------------- | -------- | --------- | ----------------------------------------------------------- |\n| formedDate | String | Yes | ISO 8601 date https://en.wikipedia.org/wiki/ISO_8601 |\n| id | String | Yes | Trust Id | \n| jurisdiction | String | Yes | Jurisdiction company was formed in | \n|meetingAddressId | String | Yes | existing Address Id | \n| trustNameId | String | Yes | existing Contact Id | \n| type | Object | Yes | Must be either 'UNIT'/'DISCRETIONARY'/'HYBRID'/'BARE' |"},"response":[{"id":"d2b3140a-99e3-4d16-975e-6ba930cf1cb4","name":"200 - Trust Details","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."}],"url":{"raw":"{{baseUrl}}/cas/trusts/:trustId","host":["{{baseUrl}}"],"path":["cas","trusts",":trustId"],"variable":[{"key":"trustId","value":"{{trustId}}"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Mon, 29 Jun 2020 05:05:00 GMT"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Transfer-Encoding","value":"chunked"},{"key":"Connection","value":"keep-alive"},{"key":"Server","value":"nginx"},{"key":"X-Rate-Daily-Limit-Remaining","value":"-1"},{"key":"vary","value":"accept-encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"X-Content-Type-Options","value":"nosniff"},{"key":"Content-Security-Policy","value":"frame-ancestors 'self' uat.sf360.com.au"},{"key":"X-Frame-Options","value":"ALLOW-FROM https://uat.sf360.com.au"}],"cookie":[],"responseTime":null,"body":"{\n \"formedDate\": \"2013-07-02\",\n \"id\": 20053,\n \"jurisdiction\": \"Australia\",\n \"meetingAddressId\": 929212,\n \"trustNameId\": 1062014,\n \"type\": \"UNIT\"\n}"}],"_postman_id":"d71561c1-edb9-4e03-aad3-4d1dfa95e656"},{"name":"Update Trust Details","id":"60f5ccc8-a414-42d7-98cb-aabe1556fada","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"noauth"},"method":"PATCH","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"jurisdiction\": \"{{jurisdiction}}\",\n \"trustNameId\": {{trustNameId}},\n \"type\": \"{{type}}\",\n \"abn\": {{abn}},\n \"formedDate\": \"{{formedDate}}\",\n \"trusteeCompanyId\": {{trusteeCompanyId}},\n \"trusteeContactId\": {{trusteeContactId}},\n \"trusteeAppointedDate\": \"{{trusteeAppointedDate}}\",\n \"meetingAddressId\": {{meetingAddressId}}\n}\n"},"url":"{{baseUrl}}/cas/trusts/{{trustId}}","description":"* Update details for a Trust.\n* Only keys which are being updated need to be supplied.\n \n\n### Request Body\n\n| Key | Datatype | Mandatory | Constraints |\n| --- | --- | --- | --- |\n| ABN | String | No | Must be a valid ABN. Only for Australian Trusts |\n| formedDate | String | No | ISO 8601 date [https://en.wikipedia.org/wiki/ISO_8601](https://en.wikipedia.org/wiki/ISO_8601) |\n| jurisdiction | String | No | The Jurisdiction the Trust was formed in. ISO 3166 country code/name [https://en.wikipedia.org/wiki/ISO_3166](https://en.wikipedia.org/wiki/ISO_3166) |\n| meetingAddressId | String | No | existing Address Id |\n| trustNameId | String | No | existing Contact Id |\n| trusteeAppointedDate | String | No | ISO 8601 date [https://en.wikipedia.org/wiki/ISO_8601](https://en.wikipedia.org/wiki/ISO_8601). Cannot be before the formedDate of the trrust |\n| trusteeContactId | String | No* | Must be an existing Contact Id. See note below. |\n| trusteeCompanyId | String | No* | Must be an existing Company Id. See note below. |\n| type | Object | No | see table below |\n\n*Note for trusteeContactId and trusteeCompanyId*\n\n* Only one of 'trusteeContactId' or 'trusteeCompanyId' is required\n \n\n| Jurisdiction | Supported types |\n| --- | --- |\n| Australia & All other Jurisdicstions | UNIT, DISCRETIONARY, HYBRID, BARE |\n| New Zealand | FAMILY, ESTATE ,CHARITABLE, INVESTMENT, TRADING, FARMING, UNIT, OTHER |\n\n* * *"},"response":[{"id":"3f1e098b-aee0-4c73-bbdf-f2024b73bf42","name":"200 update trust","originalRequest":{"method":"PATCH","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"jurisdiction\": \"Australia\",\n \"trustNameId\": 1062014,\n \"type\": \"UNIT\",\n \"abn\": null,\n \"formedDate\": \"2013-07-02\",\n \"trusteeCompanyId\": null,\n \"trusteeContactId\": 963075,\n \"trusteeAppointedDate\": \"2013-07-02\",\n \"meetingAddressId\": 929212\n}\n\n\n"},"url":"{{baseUrl}}/cas/trusts/{{trustId}}"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Mon, 29 Jun 2020 05:31:05 GMT"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Transfer-Encoding","value":"chunked"},{"key":"Connection","value":"keep-alive"},{"key":"Server","value":"nginx"},{"key":"X-Rate-Daily-Limit-Remaining","value":"-1"},{"key":"vary","value":"accept-encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"X-Content-Type-Options","value":"nosniff"},{"key":"Content-Security-Policy","value":"frame-ancestors 'self' uat.sf360.com.au"},{"key":"X-Frame-Options","value":"ALLOW-FROM https://uat.sf360.com.au"}],"cookie":[],"responseTime":null,"body":"{\n \"formedDate\": \"2013-07-02\",\n \"id\": 20320,\n \"jurisdiction\": \"Australia\",\n \"meetingAddressId\": 929212,\n \"trustNameId\": 1062014,\n \"trusteeAppointedDate\": \"2013-07-02\",\n \"trusteeContactId\": 963075,\n \"type\": \"UNIT\"\n}"}],"_postman_id":"60f5ccc8-a414-42d7-98cb-aabe1556fada"},{"name":"List of Trust Relationships","id":"3b3f69dc-8bbc-4fad-a08e-ee67a00005e6","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."}],"url":{"raw":"{{baseUrl}}/cas/trusts/:trustId/relationships?offset=0&limit=500&includeHistory=","host":["{{baseUrl}}"],"path":["cas","trusts",":trustId","relationships"],"query":[{"key":"offset","value":"0"},{"key":"limit","value":"500"},{"key":"includeHistory","value":"","description":"include current and historical relationships linked to the trust.","type":"text"}],"variable":[{"key":"trustId","value":"{{trustId}}","description":"[REQUIRED]"}]},"description":"A list of relationships for a Trust. By default the call only current relationships will be returned. \n\nParameter - \"includeHistory\" will include both current and historical relationships linked to the trust.\n\n### Response Body\n\n\n| Key | Date Type | Description |\n| -------- | -------- | -------- |\n| contactId | String | the contact id of the contact that has the relationship [List of Contacts](https://bglapi.restlet.io/#operation_list_of_contacts) |\n|companyId | String | the company id of the company that has the relationship |\n|appointDate | Date | The appointment date of the relationship | \n|ceasedDate | Date | The ceased date of the relationship. Only where includeHistory=true | \n| relationshipType | String | This is the relationship type of the contact. Will be one of SETTLOR, APPOINTOR, TRUSTEE, ACCOUNTANT, AUDITOR, BANK, BUSINESS_NAME, INVESTMENT_ADVISOR, LAWYER, LIQUIDATOR |\n| prepareForm | boolean | |"},"response":[{"id":"64d46b21-59a1-4304-8345-5dd687d81042","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":"{{baseUrl}}/cas/trusts/464864855/relationships"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\r\n \"trustRelationships\": [\r\n {\r\n \"id\": 675963,\r\n \"contactId\": \"null\",\r\n \"companyId\": \"abcd-efg-hijk-lmnop\",\r\n \"appointDate\": \"2020-03-18\",\r\n \"relationshipType\": \"TRUSTEE\",\r\n \"prepareForm\": false\r\n },\r\n {\r\n \"id\": 675960,\r\n \"contactId\": 569106,\r\n \"appointDate\": \"2020-03-18\",\r\n \"relationshipType\": \"APPOINTOR\",\r\n \"prepareForm\": false\r\n },\r\n {\r\n \"id\": 450332,\r\n \"contactId\": 667336,\r\n \"appointDate\": \"2019-12-09\",\r\n \"relationshipType\": \"SETTLOR\",\r\n \"prepareForm\": false\r\n },\r\n {\r\n \"id\": 675964,\r\n \"contactId\": 567874,\r\n \"companyId\": \"null\",\r\n \"appointDate\": \"2020-03-18\",\r\n \"relationshipType\": \"TRUSTEE\",\r\n \"prepareForm\": false\r\n }\r\n ],\r\n \"offset\": 1,\r\n \"limit\": 500,\r\n \"total\": 4\r\n}"}],"_postman_id":"3b3f69dc-8bbc-4fad-a08e-ee67a00005e6"},{"name":"Create Trust Relationship","id":"c1c7fbb4-0a4e-4fc5-8b1f-aeabc28285db","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"contactId\": \"{{contactId}}\",\n \"companyId\": \"{{companyId}}\",\n \"appointedDate\": \"{{appointedDate}}\",\n \"relationshipType\": \"{{relationshipType}}\"\n}\n"},"url":{"raw":"{{baseUrl}}/cas/trusts/:trustId/relationships","host":["{{baseUrl}}"],"path":["cas","trusts",":trustId","relationships"],"variable":[{"key":"trustId","value":"{{trustId}}","description":"[REQUIRED]"}]},"description":"Creates trust relationship transaction for a particular trust in CAS360. \n\nConstraints: \n* Cannot create an officer if one exists with the same contactId & position. \n* Contact must have birth details attached\n\n### Request Body\n\n| Key | Datatype | Mandatory | Constraints/Comments |\n| ----------- | -------- | --------- | ---------------------------------------------------- |\n| contactId | Number | Yes | Must be an id of an existing contact. Contact cannot already be an officer for both this company and position. Contact must be 18 or older on appointDate |\n| companyId | String | Yes (for TRUSTEE company relationships only) | The company id of the company that has the relationship\n| appointDate | String | Yes | ISO 8601 date https://en.wikipedia.org/wiki/ISO_8601. Can not be before the company's incorporation date |\n| relationshipType | String | Yes | Must be one of SETTLOR, APPOINTOR, TRUSTEE, ACCOUNTANT, AUDITOR, BANK, BUSINESS_NAME, INVESTMENT_ADVISOR, LAWYER, LIQUIDATOR |\n\n### Response Body\n\n\n| Key | Date Type | Description |\n| -------- | -------- | -------- |\n| contactId | String | the contact id of the contact that has the relationship [List of Contacts](https://bglapi.restlet.io/#operation_list_of_contacts) |\n|companyId | String | the company id of the company that has the relationship |\n|appointDate | Date | he appointment date of the relationship | \n| relationshipType | String | This is the relationship type of the contact. Will be one of SETTLOR, APPOINTOR, TRUSTEE, ACCOUNTANT, AUDITOR, BANK, BUSINESS_NAME, INVESTMENT_ADVISOR, LAWYER, LIQUIDATOR |\n| prepareForm | boolean | |"},"response":[{"id":"9706920d-b07d-4c86-9bb4-7a3d9f9c49eb","name":"200 - Create Trust Relationship","originalRequest":{"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"contactId\": \"963075\",\n \"companyId\": null,\n \"appointedDate\": \"2020-06-01\",\n \"relationshipType\": \"ACCOUNTANT\"\n}"},"url":{"raw":"{{baseUrl}}/cas/trusts/:trustId/relationships","host":["{{baseUrl}}"],"path":["cas","trusts",":trustId","relationships"],"variable":[{"key":"trustId","value":"{{trustId}}","description":"[REQUIRED]"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Wed, 01 Jul 2020 03:02:25 GMT"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Transfer-Encoding","value":"chunked"},{"key":"Connection","value":"keep-alive"},{"key":"Server","value":"nginx"},{"key":"X-Rate-Daily-Limit-Remaining","value":"-1"},{"key":"vary","value":"accept-encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"X-Content-Type-Options","value":"nosniff"},{"key":"Content-Security-Policy","value":"frame-ancestors 'self' uat.sf360.com.au"},{"key":"X-Frame-Options","value":"ALLOW-FROM https://uat.sf360.com.au"}],"cookie":[],"responseTime":null,"body":"{\n \"appointedDate\": \"2020-06-01\",\n \"companyId\": null,\n \"contactId\": 963075,\n \"id\": 30665,\n \"prepareForms\": false,\n \"relationshipType\": \"ACCOUNTANT\"\n}"}],"_postman_id":"c1c7fbb4-0a4e-4fc5-8b1f-aeabc28285db"},{"name":"Delete Trust Relationship","id":"e2f45d6c-b58e-4b6e-98d1-cbd08a77cec6","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"DELETE","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."}],"url":{"raw":"{{baseUrl}}/cas/trusts/:trustId/relationships/:trustRelationshipId","host":["{{baseUrl}}"],"path":["cas","trusts",":trustId","relationships",":trustRelationshipId"],"variable":[{"key":"trustId","value":"{{trustId}}","description":"[REQUIRED] Trust ID"},{"key":"trustRelationshipId","value":"{{trustRelationshipId}}","description":"[REQUIRED] Trust Relationship ID"}]},"description":"A list of relationships for a Trust. By default the call only current relationships will be returned. \n\nParameter - \"includeHistory\" will include both current and historical relationships linked to the trust.\n\n### Response Body\n\n\n| Key | Date Type | Description |\n| -------- | -------- | -------- |\n| contactId | String | the contact id of the contact that has the relationship [List of Contacts](https://bglapi.restlet.io/#operation_list_of_contacts) |\n|companyId | String | the company id of the company that has the relationship |\n|appointDate | Date | he appointment date of the relationship | \n| relationshipType | String | This is the relationship type of the contact. Will be one of SETTLOR, APPOINTOR, TRUSTEE, ACCOUNTANT, AUDITOR, BANK, BUSINESS_NAME, INVESTMENT_ADVISOR, LAWYER, LIQUIDATOR |\n| prepareForm | boolean | |"},"response":[{"id":"c568d004-ff9e-4aa0-8bad-c16ac6327f4f","name":"Delete Trust Relationship","originalRequest":{"method":"DELETE","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."}],"url":{"raw":"{{baseUrl}}/cas/trusts/:trustId/relationships/:trustRelationshipId","host":["{{baseUrl}}"],"path":["cas","trusts",":trustId","relationships",":trustRelationshipId"],"variable":[{"key":"trustId","value":"{{trustId}}","description":"[REQUIRED] Trust ID"},{"key":"trustRelationshipId","value":"30662","description":"[REQUIRED] Trust Relationship ID"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Wed, 01 Jul 2020 02:57:16 GMT"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Transfer-Encoding","value":"chunked"},{"key":"Connection","value":"keep-alive"},{"key":"Server","value":"nginx"},{"key":"X-Rate-Daily-Limit-Remaining","value":"-1"},{"key":"vary","value":"accept-encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"X-Content-Type-Options","value":"nosniff"},{"key":"Content-Security-Policy","value":"frame-ancestors 'self' uat.sf360.com.au"},{"key":"X-Frame-Options","value":"ALLOW-FROM https://uat.sf360.com.au"}],"cookie":[],"responseTime":null,"body":"{\n \"status\": \"DELETED\"\n}"}],"_postman_id":"e2f45d6c-b58e-4b6e-98d1-cbd08a77cec6"}],"id":"f89b11f3-bc79-43b5-9c30-548baf311441","_postman_id":"f89b11f3-bc79-43b5-9c30-548baf311441"},{"name":"Trust Contacts","item":[{"name":"GET Trust Contacts","id":"0f386bf0-4aa1-4594-bedb-9fcbc463c6eb","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"noauth"},"method":"GET","header":[],"url":{"raw":"{{baseUrl}}/cas/trusts/:trustId/contacts?offset=0&limit=50","host":["{{baseUrl}}"],"path":["cas","trusts",":trustId","contacts"],"query":[{"key":"offset","value":"0"},{"key":"limit","value":"50"}],"variable":[{"id":"66f03be4-97ee-4eff-83fa-fa513300b336","key":"trustId","value":""}]},"description":"**Description:** \nRetrieves a paginated list of contacts associated with a specific trust. Supports offset and limit parameters for pagination.\n\n**Scopes:** \n`cas_incorporator`, `bgl_partner`, `cas_plus`\n\n**URL:** \n`{{baseUrl}}/cas/trusts/:trustId/contacts`\n\n---\n\n## Query Parameters\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| offset | Number | Record offset for pagination |\n| limit | Number | Number of records to return |\n\n---\n\n## Headers\n\n| Header Name | Value | Comments |\n| --- | --- | --- |\n| Authorization | Bearer {{ACCESS_TOKEN}} | Required OAuth2 token |\n\n---\n\n## Response: Trust Contacts Object\n\n### Top-Level Fields\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| limit | Number | Number of records returned per page |\n| offset | Number | Starting position of returned records |\n| total | Number | Total number of records available |\n| trustContacts | Array | List of trust contact records |\n\n---\n\n### trustContacts Array (Each Item)\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| id | Number | Unique identifier for the trust contact record |\n| contactId | Number | Identifier of the related contact |\n| contactType | String | Type of contact (e.g., PARTNER, MANAGER, BILLING_CONTACT) |\n\n---\n\n## Example cURL\n\n\\`\\`\\`bash \ncurl --location '[https://api.uat.bgl360.com.au/cas/trusts/24478221/contacts?offset=0&limit=50'](https://api.uat.bgl360.com.au/cas/trusts/24478221/contacts?offset=0&limit=50') \n\\--header 'Authorization: Bearer {{ACCESS_TOKEN}}'"},"response":[{"id":"5dfe4fd4-0cbe-4ef1-b3fc-3a9df9f5c605","name":"GET Trust Contacts","originalRequest":{"method":"GET","header":[],"url":{"raw":"{{baseUrl}}/cas/trusts/:trustId/contacts?offset=0&limit=50","host":["{{baseUrl}}"],"path":["cas","trusts",":trustId","contacts"],"query":[{"key":"offset","value":"0"},{"key":"limit","value":"50"}],"variable":[{"key":"trustId","value":""}]}},"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json","description":"","type":"text"}],"cookie":[{"expires":"Invalid Date","domain":"","path":""}],"responseTime":null,"body":"{\n \"limit\": 50,\n \"offset\": 0,\n \"total\": 3,\n \"trustContacts\": [\n {\n \"contactId\": 98736526,\n \"contactType\": \"PARTNER\",\n \"id\": 531\n },\n {\n \"contactId\": 98726607,\n \"contactType\": \"MANAGER\",\n \"id\": 532\n },\n {\n \"contactId\": 98731123,\n \"contactType\": \"BILLING_CONTACT\",\n \"id\": 533\n }\n ]\n}"}],"_postman_id":"0f386bf0-4aa1-4594-bedb-9fcbc463c6eb"},{"name":"POST Trust Contacts","id":"b04022a1-d376-4223-bec9-9fc8bed7929c","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"noauth"},"method":"POST","header":[],"url":{"raw":"{{baseUrl}}/cas/trusts/:trustId/contacts","host":["{{baseUrl}}"],"path":["cas","trusts",":trustId","contacts"],"variable":[{"id":"9b8b3a69-7a51-4634-b8ee-accf4b9f2521","key":"trustId","value":""}]},"description":"**Description:** \nCreates a new contact association for a trust by linking an existing contact with a specified contact type.\n\n**Scopes:** \n`cas_incorporator`, `bgl_partner`, `cas_plus`\n\n**URL:** \n`{{baseUrl}}/cas/trusts/:trustId/contacts`\n\n---\n\n## Headers\n\n| Header Name | Value | Comments |\n| --- | --- | --- |\n| Authorization | Bearer {{ACCESS_TOKEN}} | Required OAuth2 token |\n| Content-Type | application/json | Request body is JSON |\n\n---\n\n## Request Body\n\n### Top-Level Fields\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| contactId | Number | Identifier of the contact to link to the trust |\n| contactType | String | Type of contact (e.g., Partner, Manager, Billing) |\n\n---\n\n## Response: Trust Contact Object\n\n### Top-Level Fields\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| id | Number | Unique identifier for the trust contact record |\n| contactId | Number | Identifier of the related contact |\n| contactType | String | Normalised contact type (e.g., PARTNER, MANAGER) |\n\n---\n\n## Example cURL\n\n\\`\\`\\`bash \ncurl --location '[https://api.uat.bgl360.com.au/cas/trusts/24478221/contacts'](https://api.uat.bgl360.com.au/cas/trusts/24478221/contacts') \n\\--header 'Authorization: Bearer {{ACCESS_TOKEN}}' \n\\--header 'Content-Type: application/json' \n\\--data '{ \n\"contactId\": 98726201, \n\"contactType\": \"Partner\" \n}'"},"response":[{"id":"5530de37-efb7-4743-93ed-419b872f5e67","name":"POST Trust Contacts","originalRequest":{"method":"POST","header":[],"url":{"raw":"{{baseUrl}}/cas/trusts/:trustId/contacts","host":["{{baseUrl}}"],"path":["cas","trusts",":trustId","contacts"],"variable":[{"key":"trustId","value":""}]}},"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json","description":"","type":"text"}],"cookie":[{"expires":"Invalid Date","domain":"","path":""}],"responseTime":null,"body":"{\n \"contactId\": 98726201,\n \"contactType\": \"PARTNER\",\n \"id\": 537\n}"}],"_postman_id":"b04022a1-d376-4223-bec9-9fc8bed7929c"},{"name":"PUT Trust Contacts","id":"8057a404-6a03-42e2-850b-04651dd35faf","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"noauth"},"method":"PUT","header":[],"url":{"raw":"{{baseUrl}}/cas/trusts/:trustId/contacts/:contactId","host":["{{baseUrl}}"],"path":["cas","trusts",":trustId","contacts",":contactId"],"variable":[{"id":"0e7b45d1-07c3-4a13-98a2-415150d6b128","key":"trustId","value":""},{"id":"95b783fe-5167-479a-81f4-495a8a3a2626","key":"contactId","value":""}]},"description":"**Description:** \nUpdates an existing trust contact record, allowing modification of the linked contact and/or contact type."},"response":[{"id":"35cfac43-40ec-4f48-aca4-81c3e8e19111","name":"PUT Trust Contacts","originalRequest":{"method":"PUT","header":[],"url":{"raw":"{{baseUrl}}/cas/trusts/:trustId/contacts/:contactId","host":["{{baseUrl}}"],"path":["cas","trusts",":trustId","contacts",":contactId"],"variable":[{"key":"trustId","value":""},{"key":"contactId","value":""}]}},"_postman_previewlanguage":null,"header":null,"cookie":[],"responseTime":null,"body":null}],"_postman_id":"8057a404-6a03-42e2-850b-04651dd35faf"},{"name":"DELETE Trust Contacts","id":"058f97a0-5ce2-4115-8599-7fc048c75600","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"noauth"},"method":"DELETE","header":[],"url":{"raw":"{{baseUrl}}/cas/trusts/:trustId/contacts/:contactId","host":["{{baseUrl}}"],"path":["cas","trusts",":trustId","contacts",":contactId"],"variable":[{"id":"f324d73d-ab4d-4526-a420-7446bf8975c9","key":"trustId","value":""},{"id":"c70fe72e-d9d4-4d9f-8806-9416233a802a","key":"contactId","value":""}]},"description":"**Description:** \nRemoves a contact association from a trust. Returns a status indicating the deletion outcome.\n\n**Scopes:** \n`cas_incorporator`, `bgl_partner`, `cas_plus`\n\n**URL:** \n`{{baseUrl}}/cas/trusts/:trustId/contacts/:contactId`\n\n---\n\n## Path Parameters\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| trustId | Number | Identifier of the trust |\n| contactId | Number | Identifier of the trust contact record |\n\n---\n\n## Headers\n\n| Header Name | Value | Comments |\n| --- | --- | --- |\n| Authorization | Bearer {{ACCESS_TOKEN}} | Required OAuth2 token |\n\n---\n\n## Response: Status Object\n\n### Top-Level Fields\n\n| Key | Type | Comments |\n| --- | --- | --- |\n| status | String | Result of the operation (e.g., DELETED) |\n\n---\n\n## Example cURL\n\n\\`\\`\\`bash \ncurl --location --request DELETE '[https://api.uat.bgl360.com.au/cas/trusts/24478221/contacts/537'](https://api.uat.bgl360.com.au/cas/trusts/24478221/contacts/537') \n\\--header 'Authorization: Bearer {{ACCESS_TOKEN}}'"},"response":[{"id":"7e6513b8-adbd-4e12-a284-075829f49a3e","name":"DELETE Trust Contacts","originalRequest":{"method":"DELETE","header":[],"url":{"raw":"{{baseUrl}}/cas/trusts/:trustId/contacts/:contactId","host":["{{baseUrl}}"],"path":["cas","trusts",":trustId","contacts",":contactId"],"variable":[{"key":"trustId","value":""},{"key":"contactId","value":""}]}},"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json","description":"","type":"text"}],"cookie":[{"expires":"Invalid Date","domain":"","path":""}],"responseTime":null,"body":"{\n \"status\": \"DELETED\"\n}"}],"_postman_id":"058f97a0-5ce2-4115-8599-7fc048c75600"}],"id":"5716c99a-7c04-46d0-ba69-31ead909e8cc","_postman_id":"5716c99a-7c04-46d0-ba69-31ead909e8cc"},{"name":"Trust Beneficiaries","item":[{"name":"List of Trust Beneficiaries","id":"8cbaa62b-8da2-4e0a-b8c2-e7a9551ccb1a","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"GET","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/cas/trusts/:trustId/beneficiaries","host":["{{baseUrl}}"],"path":["cas","trusts",":trustId","beneficiaries"],"variable":[{"key":"trustId","value":"{{trustId}}","description":"[REQUIRED]"}]},"description":"A beneficiary is a person(s) who are entitled to the benefits of a Trust. In CAS 360, beneficiaries can be added to **Discretionary** Trusts.\n\n### Response Body\n\n\n| Key | Date Type | Description |\n| -------- | -------- | -------- |\n| ceaseDate | Date | Date the Contact ceased being a Beneficiary for the trust |\n| commenceDate | Date | Date the Contact began being a Beneficiary for the trust |\n| contactId | String | Must be an existing ContactId. Obtain via [List of Contacts](https://bglapi.restlet.io/#operation_list_of_contacts) |\n| id | String | Unique Id of the beneficary |"},"response":[{"id":"dab0d4b6-9b23-4f12-adfa-4ad432d20d43","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":"{{baseUrl}}/cas/trusts/464864855/beneficiaries"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"[\n{\n\"ceaseDate\": \"2019-01-01\",\n\"commenceDate\": \"2018-07-01\",\n\"contactId\": 420080,\n\"id\": 5505\n},\n{\n\"ceaseDate\": \"2018-10-11\",\n\"commenceDate\": \"2018-09-02\",\n\"contactId\": 241891,\n\"id\": 5509\n},\n{\n\"ceaseDate\": null,\n\"commenceDate\": \"2018-10-10\",\n\"contactId\": 242361,\n\"id\": 5512\n}\n]"},{"id":"215621e7-76ae-4413-bf79-721eb51ba4e9","name":"400 error","originalRequest":{"method":"GET","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/cas/trusts/:trustId/beneficiaries","host":["{{baseUrl}}"],"path":["cas","trusts",":trustId","beneficiaries"],"variable":[{"key":"trustId","value":"{{trustId}}","description":"[REQUIRED]"}]}},"status":"Bad Request","code":400,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Mon, 29 Jun 2020 05:06:21 GMT"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Transfer-Encoding","value":"chunked"},{"key":"Connection","value":"keep-alive"},{"key":"Server","value":"nginx"},{"key":"X-Rate-Daily-Limit-Remaining","value":"-1"},{"key":"vary","value":"accept-encoding"},{"key":"Content-Encoding","value":"gzip"}],"cookie":[],"responseTime":null,"body":"{\n \"message\": \"Failed to call processAPI\",\n \"errors\": [\n \"Trust with id: 20053 is not of a type that has beneficiaries\"\n ],\n \"status\": 400\n}"}],"_postman_id":"8cbaa62b-8da2-4e0a-b8c2-e7a9551ccb1a"},{"name":"Create New Trust Beneficiaries","id":"55d84091-aa11-4791-87dc-26b14e6287de","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"POST","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"contactId\": \"{{contactId}}\",\n \"commenceDate\": \"{{commenceDate}}\",\n \"ceaseDate\": \"{{ceaseDate}}\"\n}"},"url":{"raw":"{{baseUrl}}/cas/trusts/:trustId/beneficiaries","host":["{{baseUrl}}"],"path":["cas","trusts",":trustId","beneficiaries"],"variable":[{"key":"trustId","value":"{{trustId}}","description":"[Required]"}]},"description":"A beneficiary is a person(s) who are entitled to the benefits of a Trust. In CAS 360, beneficiaries can be added to **Discretionary** Trusts.\n\n### Request Body\n\n| Key | Date Type | Description |\n| -------- | -------- | -------- |\n| ceaseDate | Date | Date the Contact ceased being a Beneficiary for the trust |\n| commenceDate | Date | Date the Contact began being a Beneficiary for the trust |\n| contactId | String | Must be an existing ContactId. |"},"response":[{"id":"c397f726-1536-4a23-92c9-299bf920f7f2","name":"Status 200","originalRequest":{"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"contactId\": \"299450\",\n \"commenceDate\": \"1990-01-01\",\n \"ceaseDate\": \"1987-01-01\"\n}"},"url":"{{baseUrl}}/cas/trusts/684684684/beneficiaries"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":""}],"_postman_id":"55d84091-aa11-4791-87dc-26b14e6287de"},{"name":"Delete Trust Beneficiaries","id":"d444c15e-83f3-4e7d-adb4-b9704df1f549","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"DELETE","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/cas/trusts/:trustId/beneficiaries/:beneficiaryId","host":["{{baseUrl}}"],"path":["cas","trusts",":trustId","beneficiaries",":beneficiaryId"],"variable":[{"key":"trustId","value":"{{trustId}}","description":"[Required]"},{"key":"beneficiaryId","value":"{{beneficiaryId}}","description":"[Required]]"}]},"description":"Will delete the beneficiary sepecified from being attached to the Trust."},"response":[{"id":"390c098a-b571-4547-b51b-fb29a97326db","name":"Status 200","originalRequest":{"method":"DELETE","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":"{{baseUrl}}/cas/trusts/654848/beneficiaries/4894684848"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n\"status\": \"DELETED\"\n}"}],"_postman_id":"d444c15e-83f3-4e7d-adb4-b9704df1f549"}],"id":"af6718b9-8b43-4b14-9aad-12f8c164b450","_postman_id":"af6718b9-8b43-4b14-9aad-12f8c164b450"},{"name":"Unit Trusts","item":[{"name":"List of Unit Transactions","id":"4b23baa8-8036-43c8-b227-3adb4240e67c","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."}],"url":{"raw":"{{baseUrl}}/cas/trusts/:trustId/unitTransactions?offset={{offset}}&limit={{limit}}","host":["{{baseUrl}}"],"path":["cas","trusts",":trustId","unitTransactions"],"query":[{"key":"offset","value":"{{offset}}","description":"number | Required | Example = 0 |"},{"key":"limit","value":"{{limit}}","description":"number | Required | Example = 500 |"}],"variable":[{"key":"trustId","value":"{{trustId}}","description":"Id of Trust"}]},"description":"Returns a list of unit transactions for a trust\n\n### Query Parameters\n\n| Form Parameter | type | Mandatory | Description |\n| -------- | -------- | -------- | -------- |\n| offset | number | Required | Example = 0 |\n| limit | number | Required | Example = 500 |\n\n### Response Body\n\n| Key | Datatype | Mandatory | Constraints |\n| ----------------- | -------- | --------- | -------------------------------------------------------------------------------------------------------- |\n| id | Number | Yes | |\n| unitholderId | Number | Yes | Must be an id of an existing contact. Contact can only be of type 'People'/'Company'/'Joint Member' |\n| beneficialOwnerId | Number | No | Must be an id of an existing contact |\n| type | String | Yes | Must be one of 'Allotment'/'Balance' |\n| transactionDate | String | Yes | ISO 8601 date https://en.wikipedia.org/wiki/ISO_8601. Can not be before the company's incorporation Datatype |\n| numberOfUnits | Float | Yes | Can be an integer or floating point number. Example: 10, 255, 3.14159 |\n| certificateType | String | Yes | Must be one of 'Transaction'/'Balance'/'None' |\n| certificateNumber | String | Yes | Only mandatory if certificateType is no 'None' |\n| unitClass | Object | Yes | See table below |\n\n**unitType object**\n\n| Key | Datatype | Mandatory | Constraints |\n| ----------- | -------- | --------- | --------------------------------------------------------------------- |\n| paid | Float | Yes | Can be an integer or floating point number. Example: 10, 255, 3.14159 |\n| unpaid | Float | Yes | Can be an integer or floating point number. Example: 10, 255, 3.14159 |\n| currency | String | Yes | an ISO currency code https://en.wikipedia.org/wiki/ISO_4217 |\n| description | String | No | Description of Units |\n| unitClass | Object | Yes | See table below |\n\n**unitClass object**\n\n| Key | Datatype | Mandatory | Constraints |\n| ------------ | -------- | --------- | ----------- |\n| descriptions | String | Yes | |\n| cCode | String | Yes | |\n\n\n**Additional keys**\n\n| Key | Datatype | Mandatory | Constraints |\n| ------ | -------- | --------- | ----------- |\n| offset | Number | Yes | |\n| limit | Number | Yes | |\n| total | Number | Yes | |"},"response":[{"id":"abf9c0e2-2699-450c-aee2-e83a6905edf3","name":"200 - List of Unit Transactions","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."}],"url":{"raw":"{{baseUrl}}/cas/trusts/:trustId/unitTransactions?offset={{offset}}&limit={{limit}}","host":["{{baseUrl}}"],"path":["cas","trusts",":trustId","unitTransactions"],"query":[{"key":"offset","value":"{{offset}}","description":"number | Required | Example = 0 |"},{"key":"limit","value":"{{limit}}","description":"number | Required | Example = 500 |"}],"variable":[{"key":"trustId","value":"{{trustId}}","description":"Id of Trust"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Mon, 27 Apr 2020 23:48:16 GMT"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Transfer-Encoding","value":"chunked"},{"key":"Connection","value":"keep-alive"},{"key":"Server","value":"nginx"},{"key":"X-Rate-Daily-Limit-Remaining","value":"-1"},{"key":"vary","value":"accept-encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"X-Content-Type-Options","value":"nosniff"},{"key":"Content-Security-Policy","value":"frame-ancestors 'self' uat.sf360.com.au"},{"key":"X-Frame-Options","value":"ALLOW-FROM https://uat.sf360.com.au"}],"cookie":[],"responseTime":null,"body":"{\n \"limit\": 500,\n \"offset\": 0,\n \"total\": 1,\n \"unitTransactions\": [\n {\n \"certificateNumber\": \"1\",\n \"certificateType\": \"Transaction\",\n \"id\": 46275,\n \"numberOfUnits\": 1,\n \"prepareForm\": true,\n \"transactionDate\": \"2013-07-02\",\n \"type\": \"Allotment\",\n \"unitBeneficialOwnerId\": null,\n \"unitType\": {\n \"currency\": \"AUD\",\n \"description\": \"ORDINARY UNITS\",\n \"paid\": 1,\n \"unitClass\": {\n \"cCode\": \"ORD\",\n \"description\": \"ORDINARY UNITS\"\n },\n \"unpaid\": 0\n },\n \"unitholderId\": 963075\n }\n ]\n}"}],"_postman_id":"4b23baa8-8036-43c8-b227-3adb4240e67c"},{"name":"Create new unit transaction","id":"05f3c13f-75fa-4b02-9588-a13400ad7cd1","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":" { \n \"unitholderId\": {{unitholderId}},\n \"beneficialOwnerId\": {{beneficialOwnerId}},\n \"certificateNumber\":\"{{certificateNumber}}\",\n \"certificateType\":\"{{certificateType}}\",\n \"numberOfUnits\": {{numberOfUnits}},\n \"transactionDate\":\"{{transactionDate}}\",\n \"type\":\"{{type}}\",\n \"unitType\":{ \n \"currency\":\"{{currency}}\",\n \"description\":\"{{ORDINARY SHARES}}\",\n \"paid\": {{paid}},\n \"unitClass\":{ \n \"cCode\":\"{{cCode}}\",\n \"description\":\"{{description}}\"\n },\n \"unpaid\": {{unpaid}}\n }\n}\n"},"url":{"raw":"{{baseUrl}}/cas/trusts/:trustId/unitTransactions","host":["{{baseUrl}}"],"path":["cas","trusts",":trustId","unitTransactions"],"variable":[{"key":"trustId","value":"{{trustId}}","description":"id of trust"}]},"description":"Create new unit transaction for a trust\n\n### Request Body\n\n| Key | Datatype | Mandatory | Constraints |\n| --- | --- | --- | --- |\n| unitholderId | Number | Yes | Must be an id of an existing contact. Contact can only be of type 'People'/'Company'/'Joint Member' |\n| beneficialOwnerId | Number | No | Must be an id of an existing contact |\n| type | String | Yes | Must be one of 'Allotment'/'Balance'/'Initial' |\n| transactionDate | String | Yes | ISO 8601 date [https://en.wikipedia.org/wiki/ISO_8601](https://en.wikipedia.org/wiki/ISO_8601). Cannot be before the company's incorporation Datatype |\n| numberOfUnits | Float | Yes | Can be an integer or floating point number. Example: 10, 255, 3.14159 |\n| certificateType | String | Yes | Must be one of 'Transaction'/'Balance'/'None' |\n| certificateNumber | String | Yes | Mandatory unless certificateType is ‘None’ |\n| unitType | Object | Yes | See table below |\n\n**unitType object**\n\n| Key | Datatype | Mandatory | Constraints |\n| --- | --- | --- | --- |\n| paid | Float | Yes | Can be an integer or floating point number. Example: 10, 255, 3.14159 |\n| unpaid | Float | Yes | Can be an integer or floating point number. Example: 10, 255, 3.14159 |\n| currency | String | Yes | an ISO currency code [https://en.wikipedia.org/wiki/ISO_4217](https://en.wikipedia.org/wiki/ISO_4217) |\n| description | String | No | Maximum of 60 characters |\n| unitClass | Object | Yes | See table below |\n\n**unitClass object**\n\n| Key | Datatype | Mandatory | Constraints |\n| --- | --- | --- | --- |\n| descriptions | String | Yes | Maximum of 60 characters |\n| cCode | String | Yes | Maximum of 4 characters |"},"response":[{"id":"1d0cbae0-aa14-4f4a-9866-90f2cdc0ba9c","name":"201 - Create new unit transaction","originalRequest":{"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":" { \n \"unitholderId\": 963075,\n \"beneficialOwnerId\": null,\n \"certificateNumber\":\"2\",\n \"certificateType\": \"Transaction\",\n \"numberOfUnits\": 1,\n \"transactionDate\":\"2020-01-02\",\n \"type\":\"Allotment\",\n \"unitType\": {\n \"currency\": \"AUD\",\n \"description\": \"ORDINARY UNITS\",\n \"paid\": 1.000000000000000000000000000000,\n \"unitClass\": {\n \"cCode\": \"ORD\",\n \"description\": \"ORDINARY UNITS\"\n },\n \"unpaid\": 0E-30\n }\n}\n\n"},"url":"{{baseUrl}}/cas/trusts/20053/unitTransactions"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Mon, 27 Apr 2020 23:54:02 GMT"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Transfer-Encoding","value":"chunked"},{"key":"Connection","value":"keep-alive"},{"key":"Server","value":"nginx"},{"key":"X-Rate-Daily-Limit-Remaining","value":"-1"},{"key":"vary","value":"accept-encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"X-Content-Type-Options","value":"nosniff"},{"key":"Content-Security-Policy","value":"frame-ancestors 'self' uat.sf360.com.au"},{"key":"X-Frame-Options","value":"ALLOW-FROM https://uat.sf360.com.au"}],"cookie":[],"responseTime":null,"body":"{\n \"certificateNumber\": \"2\",\n \"certificateType\": \"Transaction\",\n \"id\": 46276,\n \"numberOfUnits\": 1,\n \"prepareForm\": false,\n \"transactionDate\": \"2020-01-02\",\n \"type\": \"Allotment\",\n \"unitBeneficialOwnerId\": null,\n \"unitType\": {\n \"currency\": \"AUD\",\n \"description\": \"ORDINARY UNITS\",\n \"paid\": 1,\n \"unitClass\": {\n \"cCode\": \"ORD\",\n \"description\": \"ORDINARY UNITS\"\n },\n \"unpaid\": 0\n },\n \"unitholderId\": 963075\n}"}],"_postman_id":"05f3c13f-75fa-4b02-9588-a13400ad7cd1"},{"name":"Delete a unit transaction","id":"ff1b7656-184a-4d7b-be7c-401e0274a739","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"DELETE","header":[{"key":"Authorization","value":""}],"url":{"raw":"{{baseUrl}}/cas/trusts/:trustId/unitTransactions/:unitTransactionId ","host":["{{baseUrl}}"],"path":["cas","trusts",":trustId","unitTransactions",":unitTransactionId "],"variable":[{"key":"trustId","value":"{{trustId}}","description":"ID of trust"},{"key":"unitTransactionId ","value":"{{unitTransactionId}}","description":"ID of unit transactions"}]},"description":"Delete a share transaction for a given company"},"response":[{"id":"a7a7e022-47ed-4d5f-b919-e84fdc6eb33c","name":"Status 200","originalRequest":{"method":"DELETE","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":"{{baseUrl}}/cas/trusts/54545843858/unitTransactions/25534787485 "},"status":"OK","code":200,"_postman_previewlanguage":"text","header":[{"key":"Content-Type","value":"text/plain"}],"cookie":[],"responseTime":null,"body":""}],"_postman_id":"ff1b7656-184a-4d7b-be7c-401e0274a739"},{"name":"Trust Unitholders Current Balances","id":"1a747230-c05b-4ed6-8033-e4a1fef77f39","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Authorization","value":"Bearer {{token}}","type":"text"}],"url":{"raw":"{{baseUrl}}/cas/trusts/:trustId/unitholdings?groupByTypes={{groupByTypes}}&date={{date}}","host":["{{baseUrl}}"],"path":["cas","trusts",":trustId","unitholdings"],"query":[{"key":"groupByTypes","value":"{{groupByTypes}}","description":"Optional - True/False - False by default. If 'true', results will be grouped by unitholder and unit types (currency, paid/unpaid, class). If 'false', will group by unitholder- see sample response as an example."},{"key":"date","value":"{{date}}","description":"Optional - yyyy-mm-dd - The response will calculate balances for all transactions on or before the ‘date'. "}],"variable":[{"key":"trustId","value":"{{trustId}}"}]},"description":"### Query Parameters\n\n| Form Parameter | type | Mandatory | Description |\n| --- | --- | --- | --- |\n| trustId | String | Required | |\n| groupBytypes | String | Optional | True or False |\n\n### Response Body\n\nReturns a list containing object as defined below\n\n| Key | Datatype | Constraints |\n| --- | --- | --- |\n| beneficialOwnerId | String | |\n| numberOfUnits | number | |\n| percentageOfClass | number | |\n| unitType | Object | |\n| unitholderId | number | |\n\n**unitType object**\n\n| Key | Datatype | Constraints |\n| --- | --- | --- |\n| currency | String | |\n| description | String | |\n| paid | number | |\n| unitClass | Object | |\n| shareSubClass | String | |\n| unpaid | number | |\n\n**unitClass object**\n\n| Key | Datatype | Constraints |\n| --- | --- | --- |\n| cCode | String | |\n| description | String | |"},"response":[{"id":"c3da2830-45cb-4f28-b4bd-1ab606857039","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"Bearer {{token}}","type":"text"}],"url":{"raw":"{{baseUrl}}/cas/trusts/:trustId/unitholdings?groupByTypes=true","host":["{{baseUrl}}"],"path":["cas","trusts",":trustId","unitholdings"],"query":[{"key":"groupByTypes","value":"true"}],"variable":[{"key":"trustId","value":""}]}},"_postman_previewlanguage":"json","header":[{"key":"Content-Type","name":"Content-Type","value":"application/json","description":"","type":"text"}],"cookie":[],"responseTime":null,"body":"{\n \"unitholdings\": [\n {\n \"holdings\": [\n {\n \"beneficialOwnerId\": null,\n \"numberOfUnits\": 1.000000000000000000000000000000,\n \"percentageOfClass\": \"100.00%\",\n \"unitType\": {\n \"currency\": \"AUD\",\n \"description\": \"ORDINARY UNITS\",\n \"paid\": 1.000000000000000000000000000000000000000000000000000000000000,\n \"unitClass\": {\n \"cCode\": \"ORD\",\n \"description\": \"ORDINARY UNITS\"\n },\n \"unpaid\": 0\n }\n }\n ],\n \"unitholderId\": 96031\n },\n {\n \"holdings\": [\n {\n \"beneficialOwnerId\": null,\n \"numberOfUnits\": 2.000000000000000000000000000000,\n \"percentageOfClass\": \"100.00%\",\n \"unitType\": {\n \"currency\": \"EUR\",\n \"description\": \"A CLASS ORDINARY UNITS\",\n \"paid\": 2.000000000000000000000000000000000000000000000000000000000000,\n \"unitClass\": {\n \"cCode\": \"A\",\n \"description\": \"A CLASS ORDINARY UNITS\"\n },\n \"unpaid\": 2.000000000000000000000000000000000000000000000000000000000000\n }\n },\n {\n \"beneficialOwnerId\": null,\n \"numberOfUnits\": 1.000000000000000000000000000000,\n \"percentageOfClass\": \"100.00%\",\n \"unitType\": {\n \"currency\": \"AUD\",\n \"description\": \"A CLASS ORDINARY UNITS\",\n \"paid\": 1.000000000000000000000000000000000000000000000000000000000000,\n \"unitClass\": {\n \"cCode\": \"A\",\n \"description\": \"A CLASS ORDINARY UNITS\"\n },\n \"unpaid\": 1.000000000000000000000000000000000000000000000000000000000000\n }\n }\n ],\n \"unitholderId\": 96030\n }\n ]\n}"}],"_postman_id":"1a747230-c05b-4ed6-8033-e4a1fef77f39"}],"id":"1c7b1c92-4ae4-4c16-97e3-9206be62024d","_postman_id":"1c7b1c92-4ae4-4c16-97e3-9206be62024d"},{"name":"Trust Documents","item":[{"name":"List of Status Types","id":"4e63cc15-b9fe-4776-92d1-ae5ffbca5a71","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."}],"url":"{{baseUrl}}/cas/documents/statuses/types","description":"Allows you to retrieve the Status types for documents in CAS360. The status helps users manage documents by indicating what stage the document is at.\n\nWhen documents are generated, the status will automatically be set to Document Prepared. Once a document is lodged, the status will automatically change to Lodged. When an Annual Company Statement is received, the status of Form 480 will automatically be set to Document Received and once the Annual Review is processed, the status will change to Document Processed.\n\n\n### Response Body \n\n| Key | Type | Comments |\n| -------- | -------- | -------- |\n| id | number | Unique identifier |\n| name | String | Name of the Status |"},"response":[{"id":"509d2bac-46f0-48e3-ba7f-b929eb02cf46","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":"{{baseUrl}}/documents/statuses/types"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"statusTypes\": [\n {\n \"id\": 1,\n \"name\": \"ADDED FROM MIGRATION\"\n },\n {\n \"id\": 17,\n \"name\": \"ANNUAL REVIEW COMPLETE\"\n },\n {\n \"id\": 2,\n \"name\": \"DOCUMENT PREPARED\"\n },\n {\n \"id\": 6,\n \"name\": \"DOCUMENT PROCESSED\"\n },\n {\n \"id\": 7,\n \"name\": \"DOCUMENT RECEIVED\"\n },\n {\n \"id\": 10,\n \"name\": \"DOCUSIGN DELIVERED TO CLIENT\"\n },\n {\n \"id\": 13,\n \"name\": \"DOCUSIGN FAILED\"\n },\n {\n \"id\": 9,\n \"name\": \"DOCUSIGN SENT TO CLIENT\"\n },\n {\n \"id\": 12,\n \"name\": \"DOCUSIGN SIGNATURE DECLINED\"\n },\n {\n \"id\": 11,\n \"name\": \"DOCUSIGN SIGNED BY CLIENT\"\n },\n {\n \"id\": 5,\n \"name\": \"LODGED\"\n },\n {\n \"id\": 8,\n \"name\": \"LODGEMENT REJECTED\"\n },\n {\n \"id\": 16,\n \"name\": \"REVIEW FAILED\"\n },\n {\n \"id\": 15,\n \"name\": \"REVIEW PASSED\"\n },\n {\n \"id\": 14,\n \"name\": \"SENT FOR REVIEW\"\n },\n {\n \"id\": 3,\n \"name\": \"SENT TO CLIENT\"\n },\n {\n \"id\": 4,\n \"name\": \"SIGNED BY CLIENT\"\n }\n ]\n}"}],"_postman_id":"4e63cc15-b9fe-4776-92d1-ae5ffbca5a71"},{"name":"Document Details (Trust)","id":"a05eab92-89cb-40b6-b683-a2f08f9365d6","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."}],"url":{"raw":"{{baseUrl}}/cas/trusts/:trustId/documents/:documentId ","host":["{{baseUrl}}"],"path":["cas","trusts",":trustId","documents",":documentId "],"variable":[{"key":"trustId","value":"{{trustId}}"},{"key":"documentId ","value":"{{documentId}}"}]},"description":"Returns Document Details Including All Attachments for a Trust. \n\n\n### Response Body\n\n| Key | Datatype | Mandatory | Constraints |\n| ------------- | --------------- | --------- | ---------------------------------------------------- |\n| traceNumber | String | Yes | |\n| name | String | Yes | |\n| documentDate | String | Yes | ISO 8601 date https://en.wikipedia.org/wiki/ISO_8601 |\n| asicDocNumber | String | No | |\n| attachments | List of Objects | Yes | Can be empty |\n\n\n**attachments objects**\n\n| Key | Datatype | Mandatory | Constraints |\n| ------------ | -------- | --------- | ---------------------------------------------------- |\n| id | Number | Yes | |\n| name | String | Yes | |\n| creationDate | String | Yes | ISO 8601 date https://en.wikipedia.org/wiki/ISO_8601 |\n\n**status objects**\n\n| Key | Datatype | Mandatory | Constraints |\n| ------------ | -------- | --------- | ---------------------------------------------------- |\n| id | Number | Yes | |\n| createdBy | String | Yes | |\n| type | String | Yes | Descriptive name of Status |\n| typeId | Number | Yes | |\n| effectiveDate | String | Yes | Created Date of status |"},"response":[{"id":"f6822a25-7031-4e6a-9bc2-35b6c15c4950","name":"200 - Document Details (Trust)","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."}],"url":{"raw":"{{baseUrl}}/cas/trusts/:trustId/documents/:documentId ","host":["{{baseUrl}}"],"path":["cas","trusts",":trustId","documents",":documentId "],"variable":[{"key":"trustId","value":"{{trustId}}"},{"key":"documentId ","value":"{{documentId}}"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Fri, 03 Jul 2020 04:36:07 GMT"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Transfer-Encoding","value":"chunked"},{"key":"Connection","value":"keep-alive"},{"key":"Server","value":"nginx"},{"key":"X-Rate-Daily-Limit-Remaining","value":"-1"},{"key":"vary","value":"accept-encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"X-Content-Type-Options","value":"nosniff"},{"key":"Content-Security-Policy","value":"frame-ancestors 'self' uat.sf360.com.au"},{"key":"X-Frame-Options","value":"ALLOW-FROM https://uat.sf360.com.au"}],"cookie":[],"responseTime":null,"body":"{\n \"attachments\": [\n {\n \"creationDate\": \"2020-07-03\",\n \"id\": \"F933170\",\n \"name\": \"Trustee Minutes or Resolutions.pdf\"\n }\n ],\n \"documentDate\": \"2020-07-03\",\n \"id\": 1075468,\n \"lastUpdatedTimestamp\": \"2020-07-03T04:31:46\",\n \"name\": \"Trustee Minutes or Resolutions\",\n \"status\": {\n \"createdBy\": \"Jeevan Tokhi\",\n \"effectiveDate\": \"2020-07-03\",\n \"id\": 969219,\n \"type\": \"DOCUMENT PREPARED\",\n \"typeId\": 2\n },\n \"traceNumber\": \"103\"\n}"}],"_postman_id":"a05eab92-89cb-40b6-b683-a2f08f9365d6"},{"name":"List Documents (Trust)","id":"92de0476-99fc-47b0-8415-7f9270f2b97f","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"noauth"},"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."}],"url":{"raw":"{{baseUrl}}/cas/trusts/:trustId/documents?offset={{offset}}&limit={{limit}}&updatedAfter={{updatedAfter}}","host":["{{baseUrl}}"],"path":["cas","trusts",":trustId","documents"],"query":[{"key":"offset","value":"{{offset}}","description":"number | Required | Example = 0 |"},{"key":"limit","value":"{{limit}}","description":"number | Required | Example = 500 |"},{"key":"updatedAfter","value":"{{updatedAfter}}"},{"key":"","value":"","disabled":true}],"variable":[{"key":"trustId","value":"{{trustId}}"}]},"description":"Return a list of documents for a Trust. Document IDs returned can be used for subsequent calls.\n\n### Query Parameters\n\n| Form Parameter | type | Mandatory | Description |\n| -------- | -------- | -------- | -------- |\n| offset | number | Required | Example = 0 |\n| limit | number | Required | Example = 500 |\n| updatedAfter | Optional | UTC date in ISO format: yyyy-MM-dd’T’HH:mm:ss. Example: 2000-10-31T01:30:00Z or 2000-10-31T01:30:00 |\n\n*updatedAfter* parameter - using this new parameter, the documents list will return just the documents that were updated after the date and time specified. The date must be a UTC date in ISO format: yyyy-MM-dd’T’HH:mm:ss. Example: 2000-10-31T01:30:00Z or 2000-10-31T01:30:00\n\n\n### Response Body\n\nReturns a list of objects as described below\n\n| Key | Datatype | Mandatory | Constraints |\n| ------------- | -------- | --------- | ---------------------------------------------------- |\n| id | Number | Yes | |\n| traceNumber | Number | Yes | |\n| name | String | Yes | |\n| documentDate | String | Yes | ISO 8601 date https://en.wikipedia.org/wiki/ISO_8601 |\n| asicDocNumber | String | No | |\n|lastUpdatedTimestamp | Date | Yes | Date and time document was updated |\n\n**status objects**\n\n| Key | Datatype | Mandatory | Constraints |\n| ------------ | -------- | --------- | ---------------------------------------------------- |\n| id | Number | Yes | |\n| createdBy | String | Yes | The name of user who created the document |\n| type | String | Yes | Descriptive name of Status |\n| typeId | Number | Yes | Status Unique Identifier |\n| effectiveDate | String | Yes | Format will be ISO 8601 date. Equal to status change date |\n\n\n**Additional keys**\n\n| Key | Datatype | Mandatory | Constraints |\n| ------ | -------- | --------- | ----------- |\n| offset | Number | Yes | |\n| limit | Number | Yes | |\n| total | Number | Yes | |"},"response":[{"id":"94ad6c0f-65ef-421e-b4a7-699816cf8c85","name":"200 - List Documents (Trust)","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."}],"url":{"raw":"{{baseUrl}}/cas/trusts/:trustId/documents?offset={{offset}}&limit={{limit}}","host":["{{baseUrl}}"],"path":["cas","trusts",":trustId","documents"],"query":[{"key":"offset","value":"{{offset}}","description":"number | Required | Example = 0 |"},{"key":"limit","value":"{{limit}}","description":"number | Required | Example = 500 |"}],"variable":[{"key":"trustId","value":"{{trustId}}"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Fri, 03 Jul 2020 04:32:36 GMT"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Transfer-Encoding","value":"chunked"},{"key":"Connection","value":"keep-alive"},{"key":"Server","value":"nginx"},{"key":"X-Rate-Daily-Limit-Remaining","value":"-1"},{"key":"vary","value":"accept-encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"X-Content-Type-Options","value":"nosniff"},{"key":"Content-Security-Policy","value":"frame-ancestors 'self' uat.sf360.com.au"},{"key":"X-Frame-Options","value":"ALLOW-FROM https://uat.sf360.com.au"}],"cookie":[],"responseTime":null,"body":"{\n \"documents\": [\n {\n \"documentDate\": \"2020-07-03\",\n \"id\": 1075468,\n \"lastUpdatedTimestamp\": \"2020-07-03T04:31:46.108264\",\n \"name\": \"Trustee Minutes or Resolutions\",\n \"status\": {\n \"createdBy\": \"Jeevan Tokhi\",\n \"effectiveDate\": \"2020-07-03\",\n \"id\": 969219,\n \"type\": \"DOCUMENT PREPARED\",\n \"typeId\": 2\n },\n \"traceNumber\": \"103\"\n }\n ],\n \"limit\": 500,\n \"offset\": 0,\n \"total\": 1\n}"}],"_postman_id":"92de0476-99fc-47b0-8415-7f9270f2b97f"},{"name":"Create New Document Record (Trust)","id":"7b774625-1b4b-4032-a232-9dd86ebab5f9","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"asicDocNumber\": \"{{asicDocNumber}}\",\n \"documentDate\": \"{{documentDate}}\",\n \"name\": \"{{name}}\",\n \"status\": {\n \"typeId\": 3\n }\n}"},"url":{"raw":"{{baseUrl}}/cas/trusts/:trustId/documents","host":["{{baseUrl}}"],"path":["cas","trusts",":trustId","documents"],"variable":[{"key":"trustId","value":"{{trustId}}"}]},"description":"Create New Document Record for a Trust\n\n### Request Body\n\n\n| Key | Datatype | Mandatory | Constraints |\n| ------------- | -------- | --------- | ---------------------------------------------------- |\n| name | String | Yes | |\n| documentDate | String | Yes | ISO 8601 date https://en.wikipedia.org/wiki/ISO_8601 |\n| asicDocNumber | String | No |\n\n**status object**\n\n\n| Key | Datatype | Mandatory | Constraints |\n| --------------- | -------- | --------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------- |\n| typeId | Long | No | Must be a valid status Id, if not specified will default to 'RECEIVED' |"},"response":[{"id":"a6e28cda-4155-4ed0-ae85-a7309f4b8886","name":"Create New Document Record (Trust)","originalRequest":{"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"documentDate\": \"2020-07-03\",\n \"name\": \"Trust Deed Update\",\n \"status\": {\n \"typeId\": 1\n }\n}"},"url":{"raw":"{{baseUrl}}/cas/trusts/:trustId/documents","host":["{{baseUrl}}"],"path":["cas","trusts",":trustId","documents"],"variable":[{"key":"trustId","value":"{{trustId}}"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Fri, 03 Jul 2020 04:39:45 GMT"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Transfer-Encoding","value":"chunked"},{"key":"Connection","value":"keep-alive"},{"key":"Server","value":"nginx"},{"key":"X-Rate-Daily-Limit-Remaining","value":"-1"},{"key":"vary","value":"accept-encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"X-Content-Type-Options","value":"nosniff"},{"key":"Content-Security-Policy","value":"frame-ancestors 'self' uat.sf360.com.au"},{"key":"X-Frame-Options","value":"ALLOW-FROM https://uat.sf360.com.au"}],"cookie":[],"responseTime":null,"body":"{\n \"documentDate\": \"2020-07-03\",\n \"id\": 1075469,\n \"lastUpdatedTimestamp\": \"2020-07-03T04:39:45.356366\",\n \"name\": \"Trust Deed Update\",\n \"status\": {\n \"createdBy\": \"CAS360 API\",\n \"effectiveDate\": \"2020-07-03\",\n \"id\": 969220,\n \"type\": \"ADDED FROM MIGRATION\",\n \"typeId\": 1\n },\n \"traceNumber\": \"104\"\n}"}],"_postman_id":"7b774625-1b4b-4032-a232-9dd86ebab5f9"},{"name":"Delete a document (Trust)","id":"e054a4b7-f077-4b6a-a3bb-40a84a4aadaf","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"DELETE","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."}],"url":{"raw":"{{baseUrl}}/cas/trusts/:trustId/documents/:documentId ","host":["{{baseUrl}}"],"path":["cas","trusts",":trustId","documents",":documentId "],"variable":[{"key":"trustId","value":"{{trustId}}"},{"key":"documentId ","value":"{{documentId}}","description":"[Required]\n"}]},"description":"Delete a document for a given trust\n"},"response":[{"id":"2298b425-38bd-400e-b61c-bd068d9d3a7c","name":"200 - Delete a document (Trust)","originalRequest":{"method":"DELETE","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."}],"url":{"raw":"{{baseUrl}}/cas/trusts/:trustId/documents/:documentId ","host":["{{baseUrl}}"],"path":["cas","trusts",":trustId","documents",":documentId "],"variable":[{"key":"trustId","value":"{{trustId}}"},{"key":"documentId ","value":"{{documentId}}","description":"[Required]\n"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Fri, 03 Jul 2020 04:43:34 GMT"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Transfer-Encoding","value":"chunked"},{"key":"Connection","value":"keep-alive"},{"key":"Server","value":"nginx"},{"key":"X-Rate-Daily-Limit-Remaining","value":"-1"},{"key":"vary","value":"accept-encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"X-Content-Type-Options","value":"nosniff"},{"key":"Content-Security-Policy","value":"frame-ancestors 'self' uat.sf360.com.au"},{"key":"X-Frame-Options","value":"ALLOW-FROM https://uat.sf360.com.au"}],"cookie":[],"responseTime":null,"body":"{\n \"status\": \"DELETED\"\n}"}],"_postman_id":"e054a4b7-f077-4b6a-a3bb-40a84a4aadaf"}],"id":"034e8062-bb75-442e-b3a3-6a7462aea7a0","_postman_id":"034e8062-bb75-442e-b3a3-6a7462aea7a0"},{"name":"Trust Attachments","item":[{"name":"Download a Document Attachment","id":"ac0bc02c-36ee-41b3-b735-0342482a92d0","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"GET","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/cas/trusts/:trustId/documents/:documentId/attachments/:attachmentId","host":["{{baseUrl}}"],"path":["cas","trusts",":trustId","documents",":documentId","attachments",":attachmentId"],"variable":[{"key":"trustId","value":""},{"key":"documentId","value":"{{documentId}}","description":"[Required]"},{"key":"attachmentId","value":"{{attachmentId}}","description":"[Required]"}]},"description":"This resource will return a URL link which can be used to download a Document Attachment. Both User and System attachments can be downloaded"},"response":[{"id":"19ff5971-3588-4b51-b615-a9d098300206","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":"{{baseUrl}}/companies/68484684864/documents/6565655/attachments/UA541"},"status":"OK","code":200,"_postman_previewlanguage":"text","header":[{"key":"Content-Type","value":"text/plain"}],"cookie":[],"responseTime":null,"body":""}],"_postman_id":"ac0bc02c-36ee-41b3-b735-0342482a92d0"},{"name":"Delete a Document Attachment","id":"48b62284-1210-4abd-a0f7-b7f869e6b327","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"DELETE","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/cas/trusts/:trustId/:documents/{{documentId}}/:attachments/{{attachmentId}}","host":["{{baseUrl}}"],"path":["cas","trusts",":trustId",":documents","{{documentId}}",":attachments","{{attachmentId}}"],"variable":[{"key":"trustId","value":""},{"key":"documents","value":"{{documentId}}"},{"key":"attachments","value":"{{attachmentId}}"}]},"description":"Delete a Document Attachment\n\nThis resource can only be used to delete user attachments. System generated attachments/forms cannot be deleted"},"response":[{"id":"9d7b84b7-c41c-4c08-8ab9-53a82b5cac61","name":"Status 200","originalRequest":{"method":"DELETE","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":"{{baseUrl}}/companies/565464456/documents/5454458/attachments/UA563454"},"status":"OK","code":200,"_postman_previewlanguage":"text","header":[{"key":"Content-Type","value":"text/plain"}],"cookie":[],"responseTime":null,"body":""}],"_postman_id":"48b62284-1210-4abd-a0f7-b7f869e6b327"},{"name":"Upload a New Attachment to a Given Document","id":"7fc64bed-ae47-448e-a9a4-62b9bfd50b01","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"oauth2","oauth2":{}},"method":"POST","header":[{"warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman.","key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"formdata","formdata":[{"key":"attachment","description":"Send the file as form-data with the key “attachment”","type":"file","value":null}]},"url":{"raw":"{{baseUrl}}/cas/trusts/:trustId/documents/:documentId/attachments","host":["{{baseUrl}}"],"path":["cas","trusts",":trustId","documents",":documentId","attachments"],"variable":[{"key":"trustId","value":""},{"key":"documentId","value":"{{documentId}}"}]},"description":"Upload a New Attachment to a Given Document\n"},"response":[{"id":"1d7ed1c9-72d5-4544-ab4b-bc68ddb113e0","name":"Status 200","originalRequest":{"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"formdata","formdata":[{"key":"attachment","type":"file","value":null}]},"url":"{{baseUrl}}/companies/53486478/documents/486878/attachments"},"status":"OK","code":200,"_postman_previewlanguage":"text","header":[{"key":"Content-Type","value":"text/plain"}],"cookie":[],"responseTime":null,"body":""}],"_postman_id":"7fc64bed-ae47-448e-a9a4-62b9bfd50b01"}],"id":"19e906f0-99bd-455e-ac56-faadfb74d500","_postman_id":"19e906f0-99bd-455e-ac56-faadfb74d500"}],"id":"8a2981dd-a160-4949-bbae-97b4d8bdf27d","_postman_id":"8a2981dd-a160-4949-bbae-97b4d8bdf27d"}],"id":"85b9d66f-68e8-4544-a11e-b82d2a2ae759","_postman_id":"85b9d66f-68e8-4544-a11e-b82d2a2ae759"},{"name":"Webhooks ","item":[{"name":"Webhooks","event":[{"listen":"prerequest","script":{"id":"6895f40e-4f49-40f9-b7e0-76dfcddf27e0","exec":["var crypto = require('crypto-js'); ","","var time = new Date().toISOString(); ","pm.environment.set(\"UTCDateString\", time); ","var path = pm.environment.get(\"messageUrl\"); ","var body = pm.request.body.toString();","var method = \"POST\";","","","var message = time+method+path+body; ","console.log(message); ","var hash = crypto.HmacSHA256(message,pm.environment.get(\"secret\")); ","var hashHeader = CryptoJS.enc.Base64.stringify(hash); ","pm.environment.set(\"hmac\",hashHeader);"],"type":"text/javascript"}}],"id":"ba296632-134f-4e02-9a48-ff67ccaf453f","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"noauth"},"method":"POST","header":[{"key":"Authorization","value":"{{clientCode}} {{UTCDateString}} {{hmac}}","type":"text"}],"body":{"mode":"raw","raw":"{\"entityId\":\"{{entityId}}\",\n\"eventId\":\"{{eventId}}\",\n\"eventType\":\"{{eventType}}\",\n\"firmId\":\"{{firmId}}\",\n\"tenants\":[{{tenants}}],\n\"userId\":\"i{{userId}}\"}"},"url":"{{messageUrl}}","description":"## Encryption\n BGL will compute a Hash-based(SHA256) message authentication code (HMAC) using a secret key to protect the integrity and the authenticity of the message. The following logic will be used to generate a token which sends as an authorization header which can be decoded from provider's end with the same private key\n\n Authorization : \"{clientCode} {UTC Date String} {Signature}\"\n \n client code = this is code in lowercase unique for the client\n UTC Date String = timestamp in UTC format yyyy-MM-dd'T'HH:mm:ss.sssZ\n Signature = This will contain following data which will generate HMAC using SHA256 hash, using configured secret. \n \"{UTC Date String}POST{URI String}{RequestBody}\"\n \n Calculating Signature,\n \n Signature = Base64Encoded(HMAC(\"{UTC Date String}POST{URI String}{RequestBody}\"))\n\n\n### Example\n\n```java\nprovider code: \"provider1\"\n\ntime stamp string (utcStr): \"2020-09-09T06:18:33.082Z\"\n\nthe request url (urlStr): \"https://provider-site.com/api/bgl/messages\"\n\nsecret key (secret): \"my-secrete-key\"\n\nrequestBody: '{\"entityId\":\"8ad08a066555bb32016555d9ebac0003\",\"eventId\":\"039403940\",\"eventType\":\"audit\",\"firmId\":\"bgltest\",\"tenants\":[{\"tenantId\":\"ASFAUDIT4550\",\"tenantType\":\"fundCode\"},{\"tenantId\":\"73124784265\",\"tenantType\":\"abn\"},{\"tenantId\":\"2015/2016\",\"tenantType\":\"financialYear\"}],\"userId\":\"info@bglcorp.com.au\"}'\n\nTo generate the signature:\n\n1. get the string to sign: utcStr + \"POST\" + urlStr + requestBody\nbased on the value above, the string should be:\n2020-09-09T06:18:33.082ZPOSThttps://provider-site.com/api/bgl/messages{\"entityId\":\"8ad08a066555bb32016555d9ebac0003\",\"eventId\":\"039403940\",\"eventType\":\"audit\",\"firmId\":\"bgltest\",\"tenants\":[{\"tenantId\":\"ASFAUDIT4550\",\"tenantType\":\"fundCode\"},{\"tenantId\":\"73124784265\",\"tenantType\":\"abn\"},{\"tenantId\":\"2015/2016\",\"tenantType\":\"financialYear\"}],\"userId\":\"info@bglcorp.com.au\"}\n\n2. use sha256 to generate the signature, sample codes:\n Mac mac = Mac.getInstance(\"HmacSHA256\")\n mac.init(new SecretKeySpec(secretKey.getBytes(\"UTF-8\"), mac.getAlgorithm()))\n\n byte[] digest = mac.doFinal(stringToSign.getBytes())\n\n return digest.encodeBase64().toString()\n\n3. The final sigature generated:\nfcCSdGwSgTXseS5eFWOphImuEM9LT6KjgHfuiPWB48A=\n\n4. The Authorization header value:\nprovider1 2020-09-09T06:18:33.082Z fcCSdGwSgTXseS5eFWOphImuEM9LT6KjgHfuiPWB48A=\n```\n\n\n \n \n\n ### Request Body\n\nThe same format will be sent for all message types. \n\n| Key | Type | Description |\n|--|----------------------------|------------------------------|\n|entityId | String | Unique ID of the entity or contact from BGL. | \n|eventId | String | Unique ID generated by BGL for the event |\n|eventType | String | From List (audit,newCompany, newDocument, deleteDocument, newStatus, newAttachment, identityCheck ) |\n|firmId| String | Unique Id of the BGL Firm |\n|tenants | Array | Used to provide addional data for the request |\n|userId | String | Email address of the user making the request. (note - this may be a different email address to the API Token Owner) |\n\n**tenants array** \n\n| Key | Type | Description |\n|--|----------------------------|------------------------------|\n| tenantId | String | Data from BGL related to the entity | \n| tenantType | String | Description of data. From list (\"fundCode\", \"abn\", \"financialYear\" |\n\n\n ### Responses \n\nOutlined below and in the examples are what BGL expects for webhook responses. \n\n- Success\n \n - response code: 200\n \n - response type: application/json\n \n - response body\n `{ message: \"request accepted.\" }`\n `{ message: \"request accepted.\", resourceUrl: \"https://www.google.com/\" }`\n\n- Validation Error\n \n - response code: 400\n \n - response type: application/json\n \n - response body\n `{ message: \"missing required parameters\", errors: [ \"fundId is missing\", \"financialYear is missing\" ] }`\n\n- Other Runtime Errors\n \n - response code: 500\n \n - response type: application/json\n \n - response body\n `{ message: \"System maintenance.\" }`"},"response":[{"id":"1b61de7b-6394-46ce-bcd9-1fb607f3d46d","name":"500 - Other Runtime Errors","originalRequest":{"method":"POST","header":[],"url":"bgl-will-send-to-your-registered-url"},"status":"Internal Server Error","code":500,"_postman_previewlanguage":"Text","header":null,"cookie":[],"responseTime":null,"body":"{\n message: \"System maintenance.\"\n}"},{"id":"2117b6f7-c21a-4777-8374-7270ae268a7b","name":"Constitution","originalRequest":{"method":"POST","header":[{"key":"Content-Type","name":"Content-Type","value":"application/json","type":"text"}],"body":{"mode":"raw","raw":"{ \n “userId”:“dluo@bglcorp.com.au”,\n “firmId”:“sf360test”,\n “entityId”:“8ad08a296873fe9901687414c34e0009\",\n “eventId”: \"12345678\",\n “eventType”:“constitution”\n}","options":{"raw":{"language":"json"}}},"url":"bgl-will-send-to-your-registered-url"},"_postman_previewlanguage":"Text","header":null,"cookie":[],"responseTime":null,"body":null},{"id":"d184360b-c292-4e15-b3c9-012b15b05469","name":"400 - Error Reponse ","originalRequest":{"method":"POST","header":[],"url":"bgl-will-send-to-your-registered-url"},"status":"Bad Request","code":400,"_postman_previewlanguage":"Text","header":null,"cookie":[],"responseTime":null,"body":"{\n message: \"missing required parameters\",\n errors: [\n \"fundId is missing\",\n \"financialYear is missing\"\n ]\n}"},{"id":"f2ca0a84-1b06-4a1d-a865-9ef03855bb3f","name":"200 - Send to Audit accepted","originalRequest":{"method":"POST","header":[{"key":"Content-Type","name":"Content-Type","value":"application/json","type":"text"}],"body":{"mode":"raw","raw":"{\n \"entityId\": \"8ad08a066555bb32016555d9ebac0003\",\n \"eventId\": \"039403940\",\n \"eventType\": \"audit\",\n \"firmId\": \"bgltest\",\n \"tenants\": [\n {\"tenantId\": \"ASFAUDIT4550\",\n \"tenantType\": \"fundCode\"\n },\n {\"tenantId\": \"73124784265\",\n \"tenantType\": \"abn\"\n },\n {\"tenantId\": \"2015/2016\",\n \"tenantType\": \"financialYear\"\n }\n ],\n \"userId\": \"info@bglcorp.com.au\"\n }","options":{"raw":{"language":"json"}}},"url":"ilovebgl.com.au/bgl_listener"},"status":"OK","code":200,"_postman_previewlanguage":"Text","header":null,"cookie":[],"responseTime":null,"body":"{\n message: \"request accepted.\"\n}"}],"_postman_id":"ba296632-134f-4e02-9a48-ff67ccaf453f"}],"id":"50356a43-6a90-4aba-af41-523d7efeff98","description":"Webhooks are automated messages sent from BGL when an event happens. Webhooks are configured on a per-app basis and you need to have a URL registered with BGL.\n\nWhen you are editing your API client on BGL's Developer portal you can enter in your URL against the message type you wish to subscribe to.\n\n\"enter\n\n**Message Types**\n\nWhen you configure a webhook you can choose which category of messages you’d like to subscribe to. BGL will also need to approve these for you apps\n\n| Message Type | Product | Description |\n| --- | --- | --- |\n| Audit | Simple Fund 360 | User (e.g. Accountant) can notify your app that the fund is ready for audit. FundId, ABN and Financial Year are sent. [Click here for further details](https://blog.api.bgl360.com.au/send-to-audit/). |\n| New Company | CAS 360 | User (e.g. Accountant) can notify your app that they have completed a company registration |\n| Identity Check | CAS 360 | A user has requested AML / Identity Verification for a user. [Click here for further details](https://blog.api.bgl360.com.au/identity-verification/). |\n| Document Change | CAS 360 | eventType = documentChange

Receive messages for new documents created, modifications to existing documents and deletion of documents |\n\n**Event Sub Types**\n\n| eventSubType | product | Description |\n| --- | --- | --- |\n| createdOrUpdated | CAS 360 | A document has been created or updated for a Company or Trust |\n| deleteDocument | CAS 360 | A document record has been deleted for a Company or Trust |","event":[{"listen":"prerequest","script":{"id":"7a1c1ae1-ec21-405b-ab56-c565e61bd806","type":"text/javascript","exec":[""]}},{"listen":"test","script":{"id":"46193531-174c-4717-8b7c-8fc6c7025208","type":"text/javascript","exec":[""]}}],"_postman_id":"50356a43-6a90-4aba-af41-523d7efeff98"},{"name":"AML / Identity Verification","item":[{"name":"Contact for Identity Verification","id":"69816bb6-4069-4f3b-aa93-e3ea0b678930","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"noauth"},"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."}],"url":"{{baseUrl}}/cas/contactsVerification/events/{{requestId}}/contacts/{{contactId}}","description":"Returns a contact by the given contact ID\n\n### Scopes Required\n\n- identity_provider\n \n\n### Response Body\n\nReturns a list of objects that will contain a combination of the below keys\n\n| Key | Datatype | Comments |\n| --- | --- | --- |\n| contact | Object | See below |\n| requestFirm | String | Unique ID of Firm |\n| requestUser | String | Email Address of User making the request |\n\n**Contact Object**\n\n| Key | Datatype | Comments |\n| --- | --- | --- |\n| address | Object | See address below |\n| birthDetails | Object | See birthDetails below |\n| citizenship | Object | See citizenship below |\n| consent | boolean | This indicates that the CAS 360 user has verified that the contact has given consent to proceed with the verification check. |\n| driversLicence | Object | |\n| firstName | String | First Name of the person |\n| id | String | contactId |\n| lastName | String | Last Name or Surname of the person |\n| middleName | String | Middle Name of the person |\n| gender | String | Gender of the person |\n| passport | Object | See passport Object below |\n| PEPCheckRequired | Boolean | If True, a PEP check required by the provider. |\n| type | String | should be equal to \"People\" |\n| reference | String | Reference value entered by the user to help identify the event. Max 255 characters. |\n\n**Address Object**\n\n| Key | Datatype | Comments |\n| --- | --- | --- |\n| block | String | Only used if country = Singapore or Hong Kong |\n| buildingEstate | String | Only used if country = Singapore or Hong Kong |\n| country | String | Yes |\n| levelFloor | String | Only used if country = Singapore or Hong Kong |\n| postcode | String | |\n| suburb | String | |\n| state | String | Only used if country = Australia |\n| streetLine1 | String | |\n| streetLine2 | String | |\n| suburb | String | |\n| townCity | String | |\n| unitFlat | String | Only used if country = Singapore or Hong Kong |\n\n**birthDetails Object**\n\n| Key | Datatype | Comments |\n| --- | --- | --- |\n| birthCountry | String | ISO 3166 country code/name [https://en.wikipedia.org/wiki/ISO_3166](https://en.wikipedia.org/wiki/ISO_3166) e.g \"AU\" |\n| birthDate | Date | format = yyyy-MM-dd |\n| birthPlace | String | |\n| birthState | String | |\n| nationality | String | ISO 3166 country code/name [https://en.wikipedia.org/wiki/ISO_3166](https://en.wikipedia.org/wiki/ISO_3166) e.g \"AU\" |\n\n**citizenship Object**\n\n| Key | Datatype | Comments |\n| --- | --- | --- |\n| acquisitionDate | Date | format = yyyy-MM-dd |\n| country | String | ISO 3166 country code/name [https://en.wikipedia.org/wiki/ISO_3166](https://en.wikipedia.org/wiki/ISO_3166) e.g \"AU\" |\n| firstName | String | |\n| lastName | String | Last Name or Surname of the person |\n| middleName | String | |\n| number | String | |\n\n**driversLicence Object**\n\n| Key | Datatype | Comments |\n| --- | --- | --- |\n| country | Issuing Country. String | ISO 3166 country code/name [https://en.wikipedia.org/wiki/ISO_3166](https://en.wikipedia.org/wiki/ISO_3166) e.g \"AU\" |\n| expiryDate | Date | format = yyyy-MM-dd |\n| firstName | String | |\n| issueDate | Date | format = yyyy-MM-dd |\n| lastName | String | Last Name or Surname of the person |\n| middleName | String | |\n| number | String | Driver's Licence Number |\n| cardNumber | String | If ID type is an NSW, ACT, SA, TAS, WA, NT Drivers License, for ID verification there is an additional card number field. |\n| version | String | e.g. \"012\" |\n\n**passport Object**\n\n| Key | Datatype | Comments |\n| --- | --- | --- |\n| country | Issuing Country. String | ISO 3166 country code/name [https://en.wikipedia.org/wiki/ISO_3166](https://en.wikipedia.org/wiki/ISO_3166) e.g \"AU\" |\n| expiryDate | Date | format = yyyy-MM-dd |\n| firstName | String | |\n| gender | String | either \"M\" or \"F\" |\n| issueDate | Date | format = yyyy-MM-dd |\n| lastName | String | Last Name or Surname of the person |\n| middleName | String | |\n| number | String | Passport Number |\n\n**communicationDetails Object**\n\n| Key | Datatype | Comments |\n| --- | --- | --- |\n| email | string | Contact's email address |\n| mobile | string | Contact's mobile number |"},"response":[{"id":"c4545051-c649-46fd-bf8c-e44d99f034bb","name":"GET Contact for Indentity Verification","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."}],"url":"{{baseUrl}}/cas/contactsVerification/{{contactId}}"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Sun, 08 Aug 2021 23:57:16 GMT"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Transfer-Encoding","value":"chunked"},{"key":"Connection","value":"keep-alive"},{"key":"Server","value":"nginx"},{"key":"X-Rate-Daily-Limit-Remaining","value":"-1"},{"key":"vary","value":"accept-encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"X-Content-Type-Options","value":"nosniff"},{"key":"Content-Security-Policy","value":"frame-ancestors 'self' uat.sf360.com.au"},{"key":"X-Frame-Options","value":"ALLOW-FROM https://uat.sf360.com.au"}],"cookie":[],"responseTime":null,"body":"{\n \"contact\": {\n \"address\": {\n \"block\": null,\n \"buildingEstate\": null,\n \"careOf\": \"\",\n \"country\": null,\n \"levelFloor\": null,\n \"postcode\": \"3187\",\n \"state\": \"VIC\",\n \"streetLine1\": \"606 Hawthorn Road\",\n \"streetLine2\": \"\",\n \"suburb\": \"BRIGHTON EAST\",\n \"townCity\": \"BRIGHTON EAST\",\n \"unitFlat\": null\n },\n \"birthDetails\": {\n \"birthCountry\": \"AU\",\n \"birthDate\": \"1987-12-25\",\n \"birthPlace\": \"Macdeon\",\n \"birthState\": \"VIC\"\n \"nationality\": \"AU\"\n },\n \"citizenship\": {\n \"acquisitionDate\": \"1990-07-06\",\n \"country\": \"JM\",\n \"firstName\": \"John\",\n \"lastName\": \"Doe\",\n \"middleName\": null,\n \"number\": \"88454525545654584\"\n },\n \"consent\",\n \"driversLicence\": {\n \"country\": \"AU\",\n \"expiryDate\": \"2024-07-22\",\n \"firstName\": \"John\",\n \"issueLocation\": \"ViC\",\n \"lastName\": \"Doe\",\n \"middleName\": null,\n \"number\": \"4448882521\"\n \"cardNumber\": \"123456789\"\n \"version\": \"012\"\n },\n \"firstName\": \"John\",\n \"id\": 1178270,\n \"lastName\": \"Doe\",\n \"middleName\": null,\n \"gender\":\"M\",\n \"passport\": {\n \"country\": \"AUSTRALIA\",\n \"expiryDate\": \"2028-08-06\",\n \"firstName\": \"John\",\n \"gender\": \"M\",\n \"issueDate\": \"2021-08-06\",\n \"lastName\": \"Doe\",\n \"middleName\": null,\n \"number\": \"444555222\",\n },\n \"communicationDetails\" {\n \"email\": \"john@doe.com.au\",\n \"mobile\": \"+6123123123\"\n },\n \"pepCheckRequired\": true,\n \"type\": \"People\"\n \"reference\": \"ref123\"\n },\n \"requestFirm\": \"apitesting\",\n \"requestUser\": null\n}"}],"_postman_id":"69816bb6-4069-4f3b-aa93-e3ea0b678930"},{"name":"Completed Identity Verification for a Contact","id":"9d7cd748-e548-4209-a62d-1162018cc28b","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"noauth"},"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."}],"body":{"mode":"raw","raw":"{\n \"contactId\": {{contactId}},\n \"responseSuccess\": {{responseSuccess}},\n \"responseSuccessNotes\": \"{{responseSuccessNotes}}\",\n \"verifications\": {\n \"name\": {{ver-name}},\n \"address\": {{ver-address}},\n \"birthDetails\": {{ver-birthDetails}},\n \"driversLicense\": {{ver-driversLicense}},\n \"passport\": {{ver-passport}},\n \"citizenshipCertificate\": {{ver-citizenshipCertificate}},\n \"pepCheck\": {{ver-pepCheck}}\n },\n \"responseFiles\": []\n}","options":{"raw":{"language":"json"}}},"url":"{{baseUrl}}/cas/contactsVerification/events/{{eventId}}/contacts/{{contactId}}","description":"Input results of a Identity Verification of a contact.\n\n### Scopes Required\n\n- identity_provider\n \n\n### Path Variables\n\nKey | Datatype | Mandatory | Comments | \n|--|--|--|--| \n|requestId | String | Yes |The eventId sent by BGL in the webhook message | \n|contactId| String | Yes | The ID of the contact sent by BGL |\n\n### Request Body\n\n| Key | Datatype | Mandatory | Comments |\n| --- | --- | --- | --- |\n| contactId | String | Yes | The ID of the contact sent by BGL |\n| responseSuccess | String | Yes | True if verification passed, False if the verification failed. |\n| responseSuccessNotes | String | Yes | Notes for the verification (If any) |\n| verifications | Object | Yes | see verifications below |\n| responseFiles | Object | No | any documents/Reports that can be sent back to BGL for the verification process |\n\n**verifications object**\n\n| Key | Datatype | Mandatory | Comments |\n| --- | --- | --- | --- |\n| name | Boolean | No | True if details have been successfully verified. False should be returned in all other circumstances |\n| address | Boolean | No | True if details have been successfully verified. False should be returned in all other circumstances |\n| birthDetails | Boolean | No | True if details have been successfully verified. False should be returned in all other circumstances |\n| driversLicense | Boolean | No | True if details have been successfully verified. False should be returned in all other circumstances |\n| citizenshipCertificate | Boolean | No | True if details have been successfully verified. False should be returned in all other circumstances |\n| passport | Boolean | No | True if details have been successfully verified. False should be returned in all other circumstances |\n| pepCheck | Boolean | No | True if details have been successfully verified. False should be returned in all other circumstances |"},"response":[],"_postman_id":"9d7cd748-e548-4209-a62d-1162018cc28b"}],"id":"aafdbc5d-7439-45d3-9e7f-de25566767de","_postman_id":"aafdbc5d-7439-45d3-9e7f-de25566767de"},{"name":"AML / Identity Screening","item":[{"name":"Contact for Identity Screening","id":"5b4d92fd-0f14-4007-980a-39c1d72426ae","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"noauth"},"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."}],"url":"{{baseUrl}}/cas/contactsScreening/events/{{requestId}}/contacts/{{contactId}}","description":"Returns a contact by the given contact ID\n\n### Scopes Required\n\n- screening_provider\n \n\n### Response Body\n\nReturns a list of objects that will contain a combination of the below keys\n\n| Key | Datatype | Comments |\n| --- | --- | --- |\n| contact | Object | See below |\n| requestFirm | String | Unique ID of Firm |\n| requestUser | String | Email Address of User making the request |\n\n**Contact Object**\n\n| Key | Datatype | Comments |\n| --- | --- | --- |\n| address | Object | See address below |\n| birthDetails | Object | See birthDetails below |\n| consent | boolean | This indicates that the CAS 360 user has verified that the contact has given consent to proceed with the verification check. |\n| firstName | String | First Name of the person |\n| id | String | contactId |\n| lastName | String | Last Name or Surname of the person |\n| middleName | String | Middle Name of the person |\n| gender | String | Gender of the person |\n| passport | Object | See passport Object below |\n| PEPCheckRequired | Boolean | If True, a PEP check required by the provider. |\n| type | String | should be equal to \"People\" |\n| reference | String | Reference value entered by the user to help identify the event. Max 255 characters. |\n\n**Address Object**\n\n| Key | Datatype | Comments |\n| --- | --- | --- |\n| block | String | Only used if country = Singapore or Hong Kong |\n| buildingEstate | String | Only used if country = Singapore or Hong Kong |\n| careOf | String | |\n| country | String | Yes |\n| levelFloor | String | Only used if country = Singapore or Hong Kong |\n| postcode | String | |\n| suburb | String | |\n| state | String | Only used if country = Australia |\n| streetLine1 | String | |\n| streetLine2 | String | |\n| suburb | String | |\n| townCity | String | |\n| unitFlat | String | Only used if country = Singapore or Hong Kong |\n\n**birthDetails Object**\n\n| Key | Datatype | Comments |\n| --- | --- | --- |\n| birthCountry | String | ISO 3166 country code/name [https://en.wikipedia.org/wiki/ISO_3166](https://en.wikipedia.org/wiki/ISO_3166) e.g \"AU\" |\n| birthDate | Date | format = yyyy-MM-dd |\n| birthPlace | String | |\n| birthState | String | |\n| nationality | String | ISO 3166 country code/name [https://en.wikipedia.org/wiki/ISO_3166](https://en.wikipedia.org/wiki/ISO_3166) e.g \"AU\" |\n\n**communicationDetails Object**\n\n| Key | Datatype | Comments |\n| --- | --- | --- |\n| email | string | Contact's email address |\n| mobile | string | Contact's mobile number |"},"response":[{"id":"886e251b-2685-4ec3-aeba-42dfb6fe6916","name":"GET Contact for Indentity Verification","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."}],"url":"{{baseUrl}}/cas/contactsVerification/{{contactId}}"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Sun, 08 Aug 2021 23:57:16 GMT"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Transfer-Encoding","value":"chunked"},{"key":"Connection","value":"keep-alive"},{"key":"Server","value":"nginx"},{"key":"X-Rate-Daily-Limit-Remaining","value":"-1"},{"key":"vary","value":"accept-encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"X-Content-Type-Options","value":"nosniff"},{"key":"Content-Security-Policy","value":"frame-ancestors 'self' uat.sf360.com.au"},{"key":"X-Frame-Options","value":"ALLOW-FROM https://uat.sf360.com.au"}],"cookie":[],"responseTime":null,"body":"{\n \"contact\": {\n \"address\": {\n \"block\": null,\n \"buildingEstate\": null,\n \"careOf\": \"\",\n \"country\": null,\n \"levelFloor\": null,\n \"postcode\": \"3187\",\n \"state\": \"VIC\",\n \"streetLine1\": \"606 Hawthorn Road\",\n \"streetLine2\": \"\",\n \"suburb\": \"BRIGHTON EAST\",\n \"townCity\": \"BRIGHTON EAST\",\n \"unitFlat\": null\n },\n \"birthDetails\": {\n \"birthCountry\": \"null\",\n \"birthDate\": \"null\",\n \"birthPlace\": \"null\",\n \"birthState\": \"null\"\n \"nationality\": \"Australian\"\n },\n \"communicationDetails\" {\n \"email\": \"sdesilva@bglcorp.com.au\",\n \"mobile\": \"6123123123\"\n },\n \"firstName\": \"John\",\n \"id\": 1178270,\n \"lastName\": \"Doe\",\n \"middleName\": null,\n \"gender\": M,\n \"pepCheckRequired\": true,\n \"type\": \"People\"\n \"reference\": null\n },\n \"requestFirm\": \"apitesting\",\n \"requestUser\": null\n}"}],"_postman_id":"5b4d92fd-0f14-4007-980a-39c1d72426ae"},{"name":"Completed Identity Screening for a Contact","id":"77a02856-16ba-4787-b3b2-86164186dee7","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"auth":{"type":"noauth"},"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}","warning":"This is a duplicate header and will be overridden by the Authorization header generated by Postman."}],"body":{"mode":"raw","raw":"{\n \"contactId\": {{contactId}},\n \"responseSuccess\": {{responseSuccess}},\n \"responseSuccessNotes\": \"{{responseSuccessNotes}}\",\n \"verifications\": {\n \"name\": {{ver-name}},\n \"address\": {{ver-address}}, \n \"pepCheck\": {{ver-pepCheck}},\n},\n\"responseFiles\": []\n}","options":{"raw":{"language":"json"}}},"url":"{{baseUrl}}/cas/contactsScreening/events/{{eventId}}/contacts/{{contactId}}","description":"Input results of a Identity Verification of a contact.\n\n### Scopes Required\n\n- screening_provider\n \n\n### Path Variables\n\nKey | Datatype | Mandatory | Comments | \n|--|--|--|--| \n|requestId | String | Yes |The eventId sent by BGL in the webhook message | \n|contactId| String | Yes | The ID of the contact sent by BGL |\n\n### Request Body\n\n| Key | Datatype | Mandatory | Comments |\n| --- | --- | --- | --- |\n| contactId | String | Yes | The ID of the contact sent by BGL |\n| responseSuccess | String | Yes | True if verification passed, False if the verification failed. |\n| responseSuccessNotes | String | Yes | Notes for the verification (If any) |\n| verifications | Object | Yes | see verifications below |\n| responseFiles | Object | No | any documents/Reports that can be sent back to BGL for the verification process |\n\n**verifications object**\n\n| Key | Datatype | Mandatory | Comments |\n| --- | --- | --- | --- |\n| name | Boolean | No | True if details have been successfully verified. False should be returned in all other circumstances |\n| address | Boolean | No | True if details have been successfully verified. False should be returned in all other circumstances |\n| pepCheck | Boolean | No | True if details have been successfully verified. False should be returned in all other circumstances. |"},"response":[],"_postman_id":"77a02856-16ba-4787-b3b2-86164186dee7"}],"id":"fbd06fdd-7866-41d9-9322-a9b1fda97488","_postman_id":"fbd06fdd-7866-41d9-9322-a9b1fda97488"},{"name":"Coming Soon","item":[{"name":"BGLiD","item":[{"name":"Request Verification","id":"6becdb3e-f0b8-457a-b3e2-3fe1be8c8f47","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[{"key":"Authorization","value":"Bearer {{token}}"},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\r\n \"firmName\": \"ABC accounting PTY LTD\",\r\n \"checkType\": \"GOVERNMENT_ID_CHECK\",\r\n \"emailAddress\": \"aaron.jones@example.com\",\r\n \"numberOfIdSources\": 2,\r\n \"personalDetails\": {\r\n \"fullName\": \"Aaron Jones\", \r\n \"addressCountryAlpha3Code\": \"AUS\", \r\n \"address\": \"606-608 Hawthorn Rd, Brighton East VIC 3187\",\r\n \"firstName\": \"Aaron\",\r\n \"birthCountry\": \"FRANCE\",\r\n \"birthDate\": \"1960-10-22\"\r\n },\r\n \"sendRequestEmail\": true\r\n}"},"url":{"raw":"{{baseUrl}}/bglid/recipients?demo={{demo}}&jurisdiction={{jurisdiction}}","host":["{{baseUrl}}"],"path":["bglid","recipients"],"query":[{"key":"demo","value":"{{demo}}","description":"If true, will use the demo-environment of our provider to test against (Airtable | https://airtable.com/app379qZK2sJMB3pu/shrrvIFezuGcuVNvW/tblzcpgpWahoNbHV5 for a list of available test data).\nIf false will perform a production flow.\nNote: Each Production request costs money"},{"key":"jurisdiction","value":"{{jurisdiction}}","description":"Which jurisdiction (country) the client should verify against;\n\nAllowed values: \"AUSTRALIA\" / \"NEW_ZEALAND\" / \"SINGAPORE\",\n\nEach jurisdiction allows specific checks only and the checks run against that country’s government databases (if applicable).\n\nFor example - Passing an Australian client to Singapore will allow the client to only check an NRIC (an SG ID) which is incorrect; Passing an SG client to Australia will allow the client to only validate a passport vs. the AU DB (might not exist) or an AU drivers licence (which they might not have)"}]},"description":"### **Main request** object\n\n| **Key** | **Mandatory** | **Datatype** | **Constraints/Comments** | **Example** |\n| --- | --- | --- | --- | --- |\n| firmName | No | String | Used to present information to the client in the UI; also used in email templates and reports.

If not present, the **integrationName** request parameter will be used instead. | “ABC accounting PTY LTD” |\n| checkType | Yes | String (Enum)

Current supported values:
GOVERNMENT_ID_CHECK,
GOVERNMENT_ID_ADVANCED_CHECK,
PEP_CHECK,
PEP_MEDIA_CHECK | The check type to perform | |\n| emailAddress | Yes | String | Client’s email address | “aaron.jones@example.com” |\n| personalDetails | Yes | PersonalDetails object (see below) | Client personal details - name, address, birth details | (See below) |\n| sendRequestEmail | Yes | Boolean (true/false) | if **true**, BGLiD will send on the client’s behalf an email to their client with a direct link to the BGLiD UI.
if **false**, BGLiD won’t send an email - it is then assumed the client will be responsible for inviting their client to use the BGLiD UI to complete the process. | |\n| numberOfIdSources | Yes | Integer | How many ID sources the client’s client is required to provide.

AU - supports 1-2.
NZ/SG - currently support only 1. | |\n\n### **PersonalDetails** object\n\n| **Key** | **Mandatory** | **Datatype** | **Constraints/Comments** | **Example** |\n| --- | --- | --- | --- | --- |\n| fullName | Yes | String | Used mainly in email correspondence, UI, reports | “Jonnie Goodboy Tyler” |\n| firstName | No | String | Allows quick prefilling of client data in the UI | “Jonnie” |\n| middleName | No | String | Allows quick prefilling of client data in the UI | “Goodboy” |\n| lastName | No | String | Allows quick prefilling of client data in the UI | “Tyler” |\n| addressCountryAlpha3Code | Yes | String | Alpha 3 country code
A list can be found here: | “AUS”
”SGP” |\n| address | Yes | String | | “31/12 some street, Melbourne VIC 3100” |\n| birthCountry | No | String | Allows quick prefilling of client data in the UI | “Australia” |\n| birthDate | No | String | Allows quick prefilling of client data in the UI

ISO date format “yyyy-MM-dd” | “1980-02-15” |\n| birthPlace | No | String | Allows quick prefilling of client data in the UI | “Melbourne” |\n\n## Response Body\n\n| **Key** | **Datatype** | **Constraints/Comments** | **Example** |\n| --- | --- | --- | --- |\n| recipientId | Integer | Recipient ID in the BGLiD DB. Used to uniquely identify each recipient; used also in the following requests. | 3112312 |\n| expiryDate | String | Last date the client’s client will be able to use the link to login into BGLiD and verify their identity.

Currently set to be 21 days from the recipient-creation-date. | “2024-02-30” |\n| verificationUrl | String | Unique URL per recipient allowing the recipients to login into BGLiD’s UI and verify themselves.

This link should be kept private and shared only with the client’s client. | “[http://localhost/verify-identity?r=qWmYwDRdFjkz3qOAyEriXQFeYSkrneDRyQ6BlAGzfGQ=&t=986091c2-7041-4fd2-a85f-3bdd93ca8b3f”](http://localhost/verify-identity?r=qWmYwDRdFjkz3qOAyEriXQFeYSkrneDRyQ6BlAGzfGQ=&t=986091c2-7041-4fd2-a85f-3bdd93ca8b3f”) |"},"response":[{"id":"ee5d9404-1a40-4dd5-bcf5-c5b546751824","name":"Status 201","originalRequest":{"method":"POST","header":[{"key":"Authorization","value":"bearer {{token}}"},{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"firmName\": \"ABC accounting PTY LTD\",\n \"checkType\": \"GOVERNMENT_ID_CHECK\",\n \"emailAddress\": \"aaron.jones@example.com\",\n \"numberOfIdSources\": 2,\n \"personalDetails\": {\n \"fullName\": \"Aaron Jones\", \n \"addressCountryAlpha3Code\": \"AUS\", \n \"address\": \"606-608 Hawthorn Rd, Brighton East VIC 3187\",\n \"firstName\": \"Aaron\",\n \"birthCountry\": \"FRANCE\",\n \"birthDate\": \"1960-10-22\"\n },\n \"sendRequestEmail\": true\n}"},"url":{"raw":"{{baseUrl}}/bglid/recipients?demo={{demo}}&jurisdiction={{jurisdiction}}","host":["{{baseUrl}}"],"path":["bglid","recipients"],"query":[{"key":"demo","value":"{{demo}}"},{"key":"jurisdiction","value":"{{jurisdiction}}"}]}},"status":"Created","code":201,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"expiryDate\": \"2024-02-21\",\n \"recipientId\": 1362,\n \"verificationUrl\": \"https://uat.bgl-id.com/verify-identity?r=prapaYDhoTyLYLVyt%2Bf4763AXfVlDb%2FbOAl7dCJTGMI%3D&t=2a6bd783-8963-49a8-a50a-6263c4ffc03b\"\n}"}],"_postman_id":"6becdb3e-f0b8-457a-b3e2-3fe1be8c8f47"},{"name":"Verification Status","id":"7e7bd1fe-0eff-4e8b-9dc1-e0c7505624ae","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Authorization","value":"Bearer {{token}}"},{"key":"Content-Type","value":"application/json"}],"url":{"raw":"{{baseUrl}}/bglid/recipients/{{recipientId}}/status?demo={{demo}}&jurisdiction={{jurisdiction}}","host":["{{baseUrl}}"],"path":["bglid","recipients","{{recipientId}}","status"],"query":[{"key":"demo","value":"{{demo}}"},{"key":"jurisdiction","value":"{{jurisdiction}}","description":"Allowed values \"AUSTRALIA\" / \"NEW_ZEALAND\" / \"SINGAPORE\""}]},"description":"## Response Body\n\n| **Key** | **Datatype** | **Constraints/Comments** | **Example** |\n| --- | --- | --- | --- |\n| processState | String (Enum)
Current supported values:
AWAITING_USER_INPUT,
IN_PROGRESS,
COMPLETE | The current processing state of this user verification.

\\- AWAITING_USER_INPUT - still waiting on the user to complete verification

\\- IN_PROGRESS - The user has provided their data; messages are currently in flight with remote systems and the verification is in progress

\\- COMPLETE - The verification process has finished. **Additional results are available** on the object **at this state only** | |\n| status | String (Enum)
Current supported values:
UNCHECKED,
REFER,
SUCCESS,
MANUAL_SUCCESS,
FAILURE,
MANUAL_FAILURE,
MIXED | The actual verification status for this recipient | |\n| checkDateTime | String | ISO Timestamp of when the check took place in UTC time without timezone portion. | “2023-07-27T01:32:09.422” |\n| riskLevel | Integer (0-100) | Estimated risk level for this recipient | |\n| base64PdfReport | String | BGLiD Generated PDF report of the results, in a BASE64 format. | “JVBERi0xLj...Cg==” (very long string) |\n| completedChecks | Object (TBD) | An object including all of the completed checks | See below |\n| potentialMatches | Array of objects (TBD) | An array of objects including all potential matches (if any) found for this recipient | See below |"},"response":[{"id":"2cf2c448-5bb6-4cbe-aa44-4234eadec54e","name":"Status 200","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"bearer {{token}}"}],"url":{"raw":"{{baseUrl}}/bglid/recipients/{{recipientId}}/status?demo={{demo}}&jurisdiction={{jurisdiction}}","host":["{{baseUrl}}"],"path":["bglid","recipients","{{recipientId}}","status"],"query":[{"key":"demo","value":"{{demo}}"},{"key":"jurisdiction","value":"{{jurisdiction}}"},{"key":"tag","value":"","disabled":true}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\r\n \"processState\": \"AWAITING_USER_INPUT\"\r\n}"}],"_postman_id":"7e7bd1fe-0eff-4e8b-9dc1-e0c7505624ae"}],"id":"cd4859fc-ddb0-49a4-a7a1-cc0d38818610","description":"This section contains the resources to request and verify identification via BGLiD.\n\nIf you are interested in utilising this service, please contact the BGL team at [api@bglcorp.com.au](https://mailto:api@bglcorp.com.au)","_postman_id":"cd4859fc-ddb0-49a4-a7a1-cc0d38818610"}],"id":"b64f686b-0568-4c9a-b3ba-b4836c194a32","_postman_id":"b64f686b-0568-4c9a-b3ba-b4836c194a32"}],"event":[{"listen":"prerequest","script":{"id":"203c8093-d7de-442a-bce1-8dc225d7fe22","type":"text/javascript","exec":[""]}},{"listen":"test","script":{"id":"f83a5d04-fe5a-4bd4-afb0-b51c766d3eb7","type":"text/javascript","exec":[""]}}]}