Projects

With the following endpoints you can add and get projects.

The project creation via API is used for mass imports. The usual procedure is that we create projects and these can then be accessed via the API. Please coordinate the addition of projects via API with your successmanager. One of the reasons for this is possible naming conventions.

Add Project

POST https://demo2.api.concedus.com/v2/compliance/project

Headers

Name
Type
Description

Authorization*

String

Bearer token

Request Body

Name
Type
Description

product*

json

{}

Get Project

GET https://demo2.api.concedus.com/v2/compliance/project/{projectKey}

Path Parameters

Name
Type
Description

projectKey*

String

project.key

Headers

Name
Type
Description

Authorization*

String

Bearer token

{
  "productName": "TestProjekt",
  "productAbbreviation": "TP1",
  "nominalValue": 1,
  "minimumInvestment": 10,
  "maximumInvestment": 10000,
  "productNumber": "12345",
  "type": "Watches",
  "startDate": "2021-08-01T12:03:03Z0",
  "endDate": "2021-08-01T12:03:03Z0",
  "key": "PROD_22c24c4b-814b-4595-9dc6-8ac1af091119",
  "modified": "2021-08-01T12:03:03Z0"
}

The prefix assigned in each case must be used as the product name. The product name consists of "prefix_productname" (e.g. KKP_TESTAB) whereby TESTAB can be freely selected.

Data Format

Project Example
{
    "productName": "TestProjektAA",
    "productAbbreviation": "TP1",
    "nominalValue": 1.00,
    "minimumInvestment": 10,
    "maximumInvestment": 10000,
    "productNumber": "12345",
    "type": "Watches",
    "startDate": "2021-08-01T12:03:03",
    "endDate": "2021-08-01T12:03:03",
    "isin": "DE-000402625-0",
    "wkn": "DE2334634634",
    "key": "PROD_22c24c4b-814b-4595-9dc6-8ac1af091119",
    "modified": "2021-08-01T12:03:03"
}
Field
Type
Required
Description

productName

string

required

Corresponds to the product abbreviation on contract (needs to match)

Needs to be empty as the product name will be shared by CONCEDUS

productAbbreviation

string

optional

Product Abbreviation

nominalValue

number

required

minimumInvestment

integer

depends on legal requirement

Minimal volume the customer has to invest

maximumInvestment

integer

depends on legal requirement

Maximal volume the customer can invest

productNumber

string

optional

type

string

depends on legal requirement

startdate

string

optional

enddate

string

optional

isin

string

optional

International Securities Identification Number

wkn

string

optional

Wertpapier-Kennnummer

key

string

required

See: Key

modified

string

required

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