Approve and Decline Contracts

With the following functions it is possible for you as platform to confirm or reject contracts after they have been signed and the process is done on your end. A rejection results in a cancellation process. This is fully automatic and leads to the withdrawal of the contract. Once the contract has been processed by you as platform, confirm it as soon as possible

Instead of using the API we offer an UI where you can easily sign in with your API credentials and approve the contracts with a few clicks. Here we sent you an E-Mail. Also in the new portal called "Claudia" we share documents and forms for your needs.

For You As Tied Agent (VgV)

With the following endpoint you can display all contracts that have been finally released by Concedus and are therefore legally binding. Depending on the financial product, there are revocation periods or cancellation options by the customer.

Get list of opened investments

GET https://demo2.api.concedus.com/v2/compliance/contracts/states/open

The identifier is always the contractKey.

In cases where you did not provided the "signed" value, it might be missed here. Internly we refer to the imported date instead.

Path Parameters

Name	Type	Description
page	Integer	Page number
pageSize	Integer	Number of items per page

Headers

Name	Type	Description
Authorization*	String	Bearer token

200: OK

{
    "summary": {
        "itemsCount": 2,
        "pageNo": 1,
        "pageSize": 25,
        "sumAgio": 0,
        "sumShare": 1400
    },
    "contracts": [
        {
            "key": "V2-CONTRACT-00003-AW",
            "updatedDate": "2023-01-03T08:57:10.282Z",
            "signed": "2023-01-03",
            "type": "PV2",
            "product": "TestAnleihe",
            "share": 1200,
            "agio": 0
        },
        {
            "key": "V2-CONTRACT-00003-AU",
            "updatedDate": "2023-01-03T08:57:08.94Z",
            "signed": "2023-01-03",
            "type": "PV2",
            "product": "TestAnleihe",
            "share": 200,
            "agio": 0
        }
    ]
}

You can confirm or reject a contract once with the following endpoint. The confirmation is usually automatically active by you as the platform. A cancellation could be triggered for example right after the approvement and before your confirmation.

Approve or decline investments

POST https://demo2.api.concedus.com/v2/compliance/contracts/states

Headers

Name	Type	Description
Authorization*	String	Bearer token

Request Body

Name	Type	Description
approved	json	List of contract keys to approve
declined	json	List of contract keys to decline

{
    "approved": [
        {
            "key": "V2-CONTRACT-00003-B8"
        },
        {
            "key": "V2-CONTRACT-00003-B7"
        },
        {
            "key": "V2-CONTRACT-00003-B6"
        },
        {
            "key": "V2-CONTRACT-00003-B5"
        }
    ],
    "declined": [
        {
            "key": "V2-CONTRACT-00003-B4",
            "reason": "Technischer Fehler"
        }
    ]
}

For The Issuer (Emittent)

The issuer must agree to the subscription. This can be integrated via the respective customer portal or via mycontracts.concedus.com / mycontracts-staging.concedus.com. Here, the issuer can initiate a cancellation in case of oversubscription or agree to the subscription. The issuer can see the subscribed amount, the agio, the investor name as well as the contract key and whether the investor is a professional or retail investor.

With each secondary market product, a corresponding account is provided for the issuer. It consists of the product name (usually a number) and a password, which is communicated to the platform as soon as the product is created.

With the following endpoint all products that are shown to the issuer for approval or rejection can be listed:

Get list of opened investments

GET https://demo2.api.concedus.com/v2/product-owners/{{owner}}/contracts/states/open

Path Parameters

Name	Type	Description
page	String	Page number
pageSize	String	Number of items per page

Headers

Name	Type	Description
Authorization*	String	individual per product

{
  "success": [
    {
      "key": "CONTR_12",
      "reason": "string"
    }
  ],
  "decline": [
    {
      "key": "CONTR_32",
      "reason": "string"
    }
  ]
}

200: OK

{
  "summary": {
    "itemsCount": 2,
    "pageNo": 1,
    "pageSize": 25,
    "sumAgio": 0,
    "sumShare": 100
  },
  "contracts": [
    {
      "key": "V2-CONTRACT-00003-AC",
      "updatedDate": "2022-12-05T15:19:31.389Z",
      "type": "PV3",
      "created": "2022-11-22T17:50:22+01:00",
      "product": "TestAnleihe",
      "investorName": "Mustermann Max",
      "share": 50,
      "agio": 0
    },
    {
      "key": "V2-CONTRACT-00001-AH",
      "updatedDate": "2022-12-02T12:28:36.944Z",
      "type": "RV3",
      "created": "2022-11-22T17:50:22+01:00",
      "product": "TestAnleihe",
      "investorName": "Müller Maria",
      "share": 50,
      "agio": 0
    }
  ]
}

With the following endpoint investments can be accepted or rejected with the contract-key

Approve or decline investments

POST https://demo2.api.concedus.com/v2/product-owners/{{owner}}/contracts/states

Headers

Name	Type	Description
Authorization*	String	Bearer token

Request Body

Name	Type	Description
success	json	key and reason
decline	json	key and reason

200: OK

{
  "summary": {
    "itemsCount": 1,
    "pageNo": 1,
    "pageSize": 20,
    "sumAgio": 0,
    "sumShare": 50
  },
  "contracts": [
    {
      "key": "PERS_c8f24e33-bdef-465a-ab7f-9999BASC",
      "updatedDate": "2022-11-28T14:18:37.376Z",
      "type": "RV4",
      "created": "2022-11-22T17:50:22+01:00",
      "product": "TestAnleihe",
      "investorName": "Test Korasss Müller",
      "share": 50,
      "agio": 0
    }
  ]
}