{ "opencollection": "1.0.0", "info": { "name": "Arch Client Accounts Tasks API", "version": "0.1.0" }, "items": [ { "info": { "name": "Tasks", "type": "folder" }, "items": [ { "info": { "name": "Get a task by ID.", "type": "http" }, "http": { "method": "GET", "url": "/client-api/v0/tasks/:id", "params": [ { "name": "id", "value": "", "type": "path", "description": "The ID of the task to get." }, { "name": "includeWireInstructions", "value": "true", "type": "query", "description": "Whether to include Wire Verification in the data. Please contact Arch to enable this parameter." } ], "auth": { "type": "bearer", "token": "{{bearerToken}}" } }, "docs": "Get a task by ID." }, { "info": { "name": "Complete a task by ID.", "type": "http" }, "http": { "method": "POST", "url": "/client-api/v0/tasks/:id/complete", "params": [ { "name": "id", "value": "", "type": "path", "description": "The ID of the task to complete." } ], "body": { "type": "json", "data": "{}" }, "auth": { "type": "bearer", "token": "{{bearerToken}}" } }, "docs": "Complete a task by ID." }, { "info": { "name": "Get all tasks for the user.", "type": "http" }, "http": { "method": "GET", "url": "/client-api/v0/tasks", "params": [ { "name": "limit", "value": "", "type": "query", "description": "The number of activities to return" }, { "name": "offset", "value": "", "type": "query", "description": "The number of activities to skip before collecting results" }, { "name": "holdingIds", "value": "1,2,3,4", "type": "query", "description": "Filter the output for tasks related to holdings with ids in the provided argument" }, { "name": "investingEntityIds", "value": "1,2,3,4", "type": "query", "description": "Filter the output for tasks related to investing entities with ids in the provided argument" }, { "name": "issuingEntityIds", "value": "1,2,3,4", "type": "query", "description": "Filter the output for tasks related to issuing entities with ids in the provided argument" }, { "name": "accountIds", "value": "1,2,3,4", "type": "query", "description": "Will filter the output to only include holdings relevant to one of the account ids in the provided argument" }, { "name": "assignedToUsers", "value": "1,2,3,4", "type": "query", "description": "Filter the output for tasks with an assigned user with a matching id on one of the provided ids" }, { "name": "completedByUsers", "value": "1,2,3,4", "type": "query", "description": "Filter the output for tasks completed by a user with a matching id on one of the provided ids" }, { "name": "beforeDueDate", "value": "2024-05-22T21:15:55.306Z", "type": "query", "description": "Filter the output for tasks with a due time before the queried date-time." }, { "name": "afterDueDate", "value": "2024-05-22T21:15:55.306Z", "type": "query", "description": "Filter the output for tasks with a due time after the queried date-time." }, { "name": "beforeCompletionDate", "value": "2024-05-22T21:15:55.306Z", "type": "query", "description": "Filter the output for tasks with a completion date before the queried date-time." }, { "name": "afterCompletionDate", "value": "2024-05-22T21:15:55.306Z", "type": "query", "description": "Filter the output for tasks with a completion date after the queried date-time." }, { "name": "beforeCreationTime", "value": "2024-05-22T21:15:55.306Z", "type": "query", "description": "Filter the output for tasks with a creation time before the queried date-time." }, { "name": "afterCreationTime", "value": "2024-05-22T21:15:55.306Z", "type": "query", "description": "Filter the output for tasks with a creation time after the queried date-time." }, { "name": "isComplete", "value": "true", "type": "query", "description": "Filter the output for tasks that have a completion status matching the provided value" }, { "name": "includeWireInstructions", "value": "true", "type": "query", "description": "Whether to include Wire Verification in the data. Please contact Arch to enable this parameter." } ], "auth": { "type": "bearer", "token": "{{bearerToken}}" } }, "docs": "Get all tasks for the user." }, { "info": { "name": "Assign one or more tasks to a user with userId.", "type": "http" }, "http": { "method": "PATCH", "url": "/client-api/v0/tasks/:userId/assign", "params": [ { "name": "userId", "value": "", "type": "path", "description": "The ID of the user to be assigned the tasks." } ], "body": { "type": "json", "data": "{}" }, "auth": { "type": "bearer", "token": "{{bearerToken}}" } }, "docs": "Assign one or more tasks to a user with userId." }, { "info": { "name": "Update the notes section of a task.", "type": "http" }, "http": { "method": "PATCH", "url": "/client-api/v0/tasks/:id/task-notes", "params": [ { "name": "id", "value": "", "type": "path", "description": "The ID of the task to update." } ], "body": { "type": "json", "data": "{}" }, "auth": { "type": "bearer", "token": "{{bearerToken}}" } }, "docs": "Update the notes section (investorNotes) of a task by ID." }, { "info": { "name": "Get all user comments for a task.", "type": "http" }, "http": { "method": "GET", "url": "/client-api/v0/tasks/:id/comments", "params": [ { "name": "id", "value": "", "type": "path", "description": "The ID of the task to get comments for." } ], "auth": { "type": "bearer", "token": "{{bearerToken}}" } }, "docs": "Get all user comments for a task. Employee comments are excluded. Requires CommentsRead permission." } ] } ], "bundled": true }