Update Entity Supp

Request Method : POST

Request Parameters

Parameter Required Type Description
clientID yes string Transact API Client ID
developerAPIKey yes string Transact API Developer Key
entityID yes string Entity ID that is generated by the API once an entity party is created (createEntity).
poliCont no string Political Contribution
poliContDate no string Date of Contribution
CFTC no string CFTC_NFA
CFTCrole no string CFTC_NFA Role
boName no string Beneficial Owner Name
boSSN no string Beneficial Owner TIN/SSN
planassetLimit no string Plan Assets Limit
insassetLimit no string Insurance Assets Limit
notes no string notes related to function call
TaxYEmonth no string Tax year end (month)
USPerson no string Investor Nationality
BPpurchaser no string Benefit Plan - Exact Name of Purchaser
BPemployers no string List of Employer(s) Participating in ERISA plan:
BPaffiliates no string List of Affiliates of such Employer(s):
BPsponsor no string Name of Plan Sponsor
BankHoldingCo no string Bank Holding Company
InvCompanyAct no string Investment Company Act
InvCompanyAct_individualowners no string Investment Company Act
InvCompanyAct_entityowners no string Investment Company Act
CFIUS no string COMMITTEE ON FOREIGN INVESTMENT IN THE UNITED STATES (CFIUS) FOREIGN PERSON STATUS REPRESENTATIONS
PurchaserRep no string Purchaser Representatives
OtherOccupations no string Description of Business/Occupation of Investor

Sample Request

curl -k -X POST https://api-sandboxdash.norcapsecurities.com/tapiv3/index.php/v3/updateEntitySupp
 -d clientID=someclientid
 -d developerAPIKey=somedeveloperkey
 -d entityID=E473209
 -d poliCont=test
 -d poliContDate=02-10-2022
 -d CFTC=CFTC
 -d CFTCrole=CFTCrole
 -d boName=boName
 -d boSSN=02548
 -d planassetLimit=124
 -d insassetLimit=32526
 -d notes=test
-d TaxYEmonth = TaxYEmonth 
-d USPerson = USPerson 
-d BPpurchaser = BPpurchaser 
-d BPemployers = BPemployers 
-d BPaffiliates = BPaffiliates 
-d BPsponsor = BPsponsor 
-d BankHoldingCo = BankHoldingCo 
-d InvCompanyAct = InvCompanyAct 
-d InvCompanyAct-individualowners = InvCompanyAct-individualowners 
-d InvCompanyAct-entityowners = InvCompanyAct-entityowners 
-d CFIUS = CFIUS 
-d PurchaserRep = PurchaserRep 
-d OtherOccupations = OtherOccupations 

Response Parameters

Parameter Type Description
statusCode string API Status Code
statusDesc string API Status Description
entityDetails string Returns an array of entity details

Sample Response

{
    "statusCode": "101",
    "statusDesc": "Ok",
    "entityDetails": [
        {
            "entityID": "E473209",
            "poliCont": "test",
            "poliContDate": "",
            "CFTC": "",
            "CFTCrole": "",
            "boName": "",
            "boSSN": "0524814",
            "planassetLimit": "",
            "insassetLimit": "",
            "notes": "",
            "TaxYEmonth": "TaxYEmonth",
            "USPerson": "USPerson",
            "BPpurchaser": "BPpurchaser",
            "BPemployers": "BPemployers",
            "BPaffiliates": "BPaffiliates",
            "BPsponsor": "BPsponsor",
            "BankHoldingCo": "BankHoldingCo",
            "InvCompanyAct": "InvCompanyAct",
            "InvCompanyAct_individualowners": "InvCompanyAct-individualowners",
            "InvCompanyAct_entityowners": "InvCompanyAct-entityowners",
            "CFIUS": "CFIUS",
            "PurchaserRep": "PurchaserRep",
            "OtherOccupations": "OtherOccupations",
            "createdDate": "2022-02-10 06:42:15",
            "createdIpAddress": "117.221.66.35"
        }
    ]
}
Click on the "Test it yourself" button to see how it works
Click on the "Error Codes" button to see list of error codes

ACH Distributions

BARC

Marketplace-as-a-Service