generated: '2026-07-22' method: generated source: openapi/morningstar-accounts-api-openapi.yml, openapi/morningstar-activities-api-openapi.yml, openapi/morningstar-aggregates-financials-api-openapi.yml, openapi/morningstar-aggregates-market-capitalization-and-enterprise-value-api-openapi.yml, openapi/morningstar-aggregates-residual-risk-and-return-sensitivity-api-openapi.yml, openapi/morningstar-aggregates-returns-api-openapi.yml, openapi/morningstar-analyst-highlights-api-openapi.yml, openapi/morningstar-analyst-normalized-financials-api-openapi.yml, openapi/morningstar-attribution-api-openapi.yml, openapi/morningstar-autocomplete-api-openapi.yml, openapi/morningstar-basic-details-api-openapi.yml, openapi/morningstar-basic-reference-api-openapi.yml, openapi/morningstar-benchmarkfees-api-openapi.yml, openapi/morningstar-buckets-api-openapi.yml, openapi/morningstar-clients-api-openapi.yml, openapi/morningstar-company-entitlements-api-openapi.yml, openapi/morningstar-compensation-api-openapi.yml, openapi/morningstar-consensus-estimates-api-openapi.yml, openapi/morningstar-consensus-recommendations-api-openapi.yml, openapi/morningstar-corporate-actions-api-openapi.yml, openapi/morningstar-corporate-actions-price-mergers-and-acquisitions-api-openapi.yml, openapi/morningstar-credentials-api-openapi.yml, openapi/morningstar-cusip-api-openapi.yml, openapi/morningstar-cusip-change-api-openapi.yml, openapi/morningstar-custodians-api-openapi.yml, openapi/morningstar-data-points-api-openapi.yml, openapi/morningstar-decomposition-api-openapi.yml, openapi/morningstar-earnings-summaries-api-openapi.yml, openapi/morningstar-equity-company-research-api-openapi.yml, openapi/morningstar-equity-moat-framework-api-openapi.yml, openapi/morningstar-equity-reports-quant-and-enhanced-quant-api-openapi.yml, openapi/morningstar-equity-rps-document-api-openapi.yml, openapi/morningstar-esg-api-openapi.yml, openapi/morningstar-exposures-api-openapi.yml, openapi/morningstar-fees-expenses-api-openapi.yml, openapi/morningstar-financials-api-openapi.yml, openapi/morningstar-flow-attribution-api-openapi.yml, openapi/morningstar-fund-level-sustainability-ratings-research-and-analytics-api-openapi.yml, openapi/morningstar-fund-reports-carbon-report-api-openapi.yml, openapi/morningstar-fund-reports-esg-api-openapi.yml, openapi/morningstar-fund-reports-managed-investment-report-api-openapi.yml, openapi/morningstar-fund-reports-target-date-series-api-openapi.yml, openapi/morningstar-fund-research-ratings-and-analytics-api-openapi.yml, openapi/morningstar-governance-api-openapi.yml, openapi/morningstar-holdings-api-openapi.yml, openapi/morningstar-households-api-openapi.yml, openapi/morningstar-hypo-api-openapi.yml, openapi/morningstar-hypothetical-performance-api-openapi.yml, openapi/morningstar-idr-investment-details-report-api-openapi.yml, openapi/morningstar-industry-classification-api-openapi.yml, openapi/morningstar-industry-specific-metrics-api-openapi.yml, openapi/morningstar-investment-details-api-openapi.yml, openapi/morningstar-investment-list-api-openapi.yml, openapi/morningstar-investment-profiles-api-openapi.yml, openapi/morningstar-investments-universe-api-openapi.yml, openapi/morningstar-key-events-api-openapi.yml, openapi/morningstar-macro-shock-scenarios-api-openapi.yml, openapi/morningstar-market-capitalization-and-enterprise-value-api-openapi.yml, openapi/morningstar-market-shock-scenarios-api-openapi.yml, openapi/morningstar-models-api-openapi.yml, openapi/morningstar-morningstar-agent-api-openapi.yml, openapi/morningstar-oauth-api-openapi.yml, openapi/morningstar-office-client-api-openapi.yml, openapi/morningstar-office-institution-client-api-openapi.yml, openapi/morningstar-office-members-api-openapi.yml, openapi/morningstar-ownership-asset-managers-api-openapi.yml, openapi/morningstar-ownership-insiders-api-openapi.yml, openapi/morningstar-ownership-managed-investments-api-openapi.yml, openapi/morningstar-ownership-regulatory-reporting-api-openapi.yml, openapi/morningstar-ownership-summary-api-openapi.yml, openapi/morningstar-performance-api-openapi.yml, openapi/morningstar-persons-api-openapi.yml, openapi/morningstar-pjm-professional-judgement-matrix-api-openapi.yml, openapi/morningstar-plan-api-openapi.yml, openapi/morningstar-plannames-api-openapi.yml, openapi/morningstar-portfolio-analytics-api-openapi.yml, openapi/morningstar-portfolio-holdings-api-openapi.yml, openapi/morningstar-portfolio-holdings-dates-api-openapi.yml, openapi/morningstar-portfolio-risk-score-api-openapi.yml, openapi/morningstar-portfoliooptimizer-api-openapi.yml, openapi/morningstar-portfolios-api-openapi.yml, openapi/morningstar-positions-api-openapi.yml, openapi/morningstar-professional-judgement-matrices-api-openapi.yml, openapi/morningstar-profiles-api-openapi.yml, openapi/morningstar-quantitative-comparables-api-openapi.yml, openapi/morningstar-quantitative-equity-rating-analysis-api-openapi.yml, openapi/morningstar-quantitative-equity-research-ratings-api-openapi.yml, openapi/morningstar-questionnaires-api-openapi.yml, openapi/morningstar-reference-api-openapi.yml, openapi/morningstar-reference-change-api-openapi.yml, openapi/morningstar-report-files-api-openapi.yml, openapi/morningstar-reports-api-openapi.yml, openapi/morningstar-research-ratings-most-recent-and-historical-api-openapi.yml, openapi/morningstar-research-ratings-most-recent-api-openapi.yml, openapi/morningstar-residual-risk-and-return-sensitivity-api-openapi.yml, openapi/morningstar-returns-api-openapi.yml, openapi/morningstar-risk-scores-api-openapi.yml, openapi/morningstar-scenario-analysis-api-openapi.yml, openapi/morningstar-screener-api-openapi.yml, openapi/morningstar-securities-api-openapi.yml, openapi/morningstar-sedol-api-openapi.yml, openapi/morningstar-sedol-change-api-openapi.yml, openapi/morningstar-sensitivity-analysis-api-openapi.yml, openapi/morningstar-shareholder-stewardship-api-openapi.yml, openapi/morningstar-short-interest-api-openapi.yml, openapi/morningstar-solutions-api-openapi.yml, openapi/morningstar-statement-details-api-openapi.yml, openapi/morningstar-statistics-api-openapi.yml, openapi/morningstar-style-box-api-openapi.yml, openapi/morningstar-time-series-api-openapi.yml, openapi/morningstar-timeseries-api-openapi.yml, openapi/morningstar-token-api-openapi.yml, openapi/morningstar-total-shares-outstanding-api-openapi.yml, openapi/morningstar-transcripts-api-openapi.yml, openapi/morningstar-views-api-openapi.yml, openapi/morningstar-x-ray-api-openapi.yml, openapi/morningstar-x-rays-api-openapi.yml description: Recommended x-agentic-access execution contracts, classified heuristically from the OpenAPI. A governance starting point for exposing this API to AI agents — review and bind audience per deployment. See research/curity/agentic-governance/. summary: operations: 724 by_action_class: acting: 75 connected: 649 by_consequence: write: 75 read: 649 human_in_the_loop_required: 0 operations: - path: /accounts/aggregate method: post operationId: aggregateAccountsUsingPOST x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /accounts/{id} method: delete operationId: deleteUsingDELETE x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /activities/summary method: get operationId: getSummaryUsingGET x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-aggregates-financials method: get operationId: getEquityAggregatesFinancialsPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-industry-aggregates-dividend-yields method: get operationId: getEquityIndustryAggregatesDividendYieldsDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-industry-aggregates-enterprise-value-ratios method: get operationId: getEquityIndustryAggregatesEnterpriseValueRatiosDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-industry-aggregates-financial-statements method: get operationId: getEquityIndustryAggregatesFinancialStatementsDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-industry-aggregates-operation-ratios method: get operationId: getEquityIndustryAggregatesOperationRatiosDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-industry-aggregates-price-multiples method: get operationId: getEquityIndustryAggregatesPriceMultiplesDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-industry-aggregates-price-yields method: get operationId: getEquityIndustryAggregatesPriceYieldsDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-aggregates-market-capitalization-and-enterprise-value method: get operationId: getEquityAggregatesMarketCapitalizationAndEnterpriseValuePackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-industry-aggregates-market-capitalization-and-enterprise-value method: get operationId: getEquityIndustryAggregatesMarketCapitalizationAndEnterpriseValueDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-aggregates-residual-risk-and-return-sensitivity method: get operationId: getEquityAggregatesResidualRiskAndReturnSensitivityPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-industry-aggregates-residual-risk-and-return-sensitivity method: get operationId: getEquityIndustryAggregatesResidualRiskAndReturnSensitivityDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-aggregates-returns method: get operationId: getEquityAggregatesReturnsPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-industry-aggregates-trailing-returns method: get operationId: getEquityIndustryAggregatesTrailingReturnsDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/ai-insights/analyst-highlights method: post operationId: postMorningstarHighlights x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /direct-web-services/v1/ai-insights/results/{resultId} method: get operationId: getAsyncResults x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-analyst-normalized-financial-statements method: get operationId: getEquityAnalystNormalizedFinancialStatementsDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-analyst-normalized-financial-statements-per-share method: get operationId: getEquityAnalystNormalizedFinancialStatementsPerShareDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-analyst-normalized-financials method: get operationId: getEquityAnalystNormalizedFinancialsPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-analyst-normalized-valuation-ratios method: get operationId: getEquityAnalystNormalizedValuationRatiosDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /attribution/calculate method: post operationId: post_attribution x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /autocomplete method: get operationId: AutoComplete_GetAutoCompleteData x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-advisors method: get operationId: getEquityAdvisorsDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-basic-details method: get operationId: getEquityBasicDetailsPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-business-description method: get operationId: getEquityBusinessDescriptionDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-company-address method: get operationId: getEquityCompanyAddressDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-company-level-basic-details method: get operationId: getEquityCompanyLevelBasicDetailsDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-employee-number method: get operationId: getEquityEmployeeNumberDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-preferred-stock-details method: get operationId: getEquityPreferredStockDetailsDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-preferred-stock-payment-schedule method: get operationId: getEquityPreferredStockPaymentScheduleDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-preferred-stock-redemption-schedule method: get operationId: getEquityPreferredStockRedemptionScheduleDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-security-level-basic-details method: get operationId: getEquitySecurityLevelBasicDetailsDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-basic-reference method: get operationId: getEquityBasicReferenceDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/retirementplan/BenchmarkFees method: get x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /buckets method: get operationId: getBucketsMetadata x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /buckets/{bucketId} method: get operationId: getBucketsMetadataSingle x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v2/clients/generate-id method: post operationId: generateClientId x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v2/clients/risks/questionnaires method: post operationId: submitRiskQuestionnaireResponse x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v2/clients/risks/questionnaires method: get operationId: getRiskQuestionnaireResponseHistory x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/clients/risks/questionnaires/{id}/agreed-score method: patch operationId: submitRiskQuestionnaireAgreedScore x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v2/clients/solutions/calculate-suitability-score method: post operationId: calculateSuitabilityScore x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/clients/experience/questionnaires method: post operationId: submitExperienceQuestionnaireResponse x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/clients/experience/questionnaires method: get operationId: getExperienceQuestionnaireResponseHistory x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/clients/experience/questionnaires/{id} method: get operationId: getExperienceQuestionnaireResponse x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/clients/kyc/questionnaires method: post operationId: submitKycQuestionnaireResponse x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/clients/kyc/questionnaires method: get operationId: getKycQuestionnaireResponseHistory x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/clients/kyc/questionnaires/{id} method: get operationId: getKycQuestionnaireResponse x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v2/clients/risks/reports/{id} method: get operationId: getRiskReport x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /clients/generate-id method: post operationId: generateClientId x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /clients/risks/questionnaires method: post operationId: submitRiskQuestionnaireResponse x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /clients/risks/questionnaires method: get operationId: getRiskQuestionnaireResponseHistory x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /clients/risks/questionnaires/{responseId} method: get operationId: getRiskQuestionnaireResponse x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /clients/risks/questionnaires/{responseId}/agreed-score method: patch operationId: submitRiskQuestionnaireAgreedScore x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /clients/solutions/calculate-suitability-score method: post operationId: calculateSuitabilityScore x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /clients/solutions/comfort-ranges method: get operationId: getComfortRanges x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /clients/experience/questionnaires method: get operationId: getExperienceQuestionnaireResponseHistory x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /clients/experience/questionnaires method: post operationId: submitExperienceQuestionnaireResponse x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /clients/experience/questionnaires/{responseId} method: get operationId: getExperienceQuestionnaireResponse x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /clients/kyc/questionnaires method: get operationId: getKycQuestionnaireResponseHistory x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /clients/kyc/questionnaires method: post operationId: submitKycQuestionnaireResponse x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /clients/kyc/questionnaires/{responseId} method: get operationId: getKycQuestionnaireResponse x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /company-entitlements method: get operationId: GetEntitlements x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /company-entitlements method: post operationId: createEntitlement x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /company-entitlements/{entitlementId} method: get operationId: GetSingleEntitlement x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /company-entitlements/{entitlementId} method: put operationId: UpdateEntitlement x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /company-entitlements/{entitlementId} method: delete operationId: deleteEntitlement x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /direct-web-services/v1/investments/{id}/equity-board-of-directors-compensation method: get operationId: getEquityBoardOfDirectorsCompensationDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-compensation method: get operationId: getEquityCompensationPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-executive-officers-compensation method: get operationId: getEquityExecutiveOfficersCompensationDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-options-exercised method: get operationId: getEquityOptionsExercisedDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-outstanding-awards method: get operationId: getEquityOutstandingAwardsDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-pay-ratio method: get operationId: getEquityPayRatioDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-stock-option-grants method: get operationId: getEquityStockOptionGrantsDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-consensus-estimates method: get operationId: getEquityConsensusEstimatesDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-consensus-recommendations method: get operationId: getEquityConsensusRecommendationsDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/corporate-actions/dividend-amount-history/{ids} method: get operationId: getCorporateActionsDividendAmountHistory x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-capital-repayment method: get operationId: getEquityCapitalRepaymentDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-cash-dividend method: get operationId: getEquityCashDividendDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-corporate-actions-price-mergers-and-acquisitions method: get operationId: getEquityCorporateActionsPriceMergersAndAcquisitionsPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-mergers-and-acquisitions method: get operationId: getEquityMergersAndAcquisitionsDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-rights-issue method: get operationId: getEquityRightsIssueDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-spin-off method: get operationId: getEquitySpinOffDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-stock-split method: get operationId: getEquityStockSplitDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /credentials/accounts method: get operationId: getAccountUsingGET_1 x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /credentials/{id} method: delete operationId: deleteUsingDELETE_1 x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /direct-web-services/v1/investments/{id}/cusip method: get operationId: getCusipPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/cusip-change method: get operationId: getCusipChangePackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /custodians method: get x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investment-list/data-points method: get operationId: listInvestmentListDataPoints x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/screeners/equities/data-points method: get operationId: listEquityDataPoints x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/screeners/managed-investments/data-points method: get operationId: listManagedInvestmentDataPoints x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /decomposition/calculate-by-factors method: post operationId: post_decomposition_by_factors x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /decomposition/calculate-by-holdings method: post operationId: post_decomposition_by_holdings x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /direct-web-services/v1/ai-insights/earnings-summaries method: post operationId: postEarningsSummaries x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /equity/v1/{companyIdentifier}/{reportType}/{reportView} method: get operationId: Get x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /equity/v1/company/{companyIdentifier}/report_type/{reportType}/{reportView} method: get operationId: Get2 x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /equity/v1/moat_framework/{moatType}/{reportView} method: get operationId: MoatGet x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /equity/v1/moat_framework/moat_type/{moatType}/{reportView} method: get operationId: MoatGet2 x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /equity/v1/reports/quant/{companyIdentifier} method: get operationId: QuantReport x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /equity/v1/reports/enhanced-quant/{companyIdentifier} method: get operationId: EnhancedQuantReport x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /equity/v1/research_document/{documentId}/{reportView} method: get operationId: GetRpsDocument3 x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /equity/v1/company/{companyIdentifier}/report_type/rps_document/{documentId}/{reportView} method: get operationId: GetRpsDocument x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /equity/v1/{companyIdentifier}/rps_document/{documentId}/{reportView} method: get operationId: GetRpsDocument2 x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /esg method: post operationId: ESGV1_PostAsync x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /esg/eusfdr method: post operationId: ESGV11_PostAsync x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /exposures/snapshot method: post operationId: post_snapshot x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /direct-web-services/time-series/v1/fees-expenses/accounting-fee/{ids} method: get operationId: getFeesExpensesAccountingFee x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fees-expenses/administrator-fee/{ids} method: get operationId: getFeesExpensesAdministratorFee x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fees-expenses/advisor-fee/{ids} method: get operationId: getFeesExpensesAdvisorFee x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fees-expenses/annual-ongoing-charge-excluding-performance-fee/{ids} method: get operationId: getFeesExpensesAnnualOngoingChargeExcludingPerformanceFee x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fees-expenses/annual-ongoing-charge-including-performance-fee/{ids} method: get operationId: getFeesExpensesAnnualOngoingChargeIncludingPerformanceFee x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fees-expenses/annual-report-adjusted-expense-ratio/{ids} method: get operationId: getFeesExpensesAnnualReportAdjustedExpenseRatio x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fees-expenses/annual-report-management-expense-ratio-mer/{ids} method: get operationId: getFeesExpensesAnnualReportManagementExpenseRatioMer x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fees-expenses/annual-report-ongoing-charge/{ids} method: get operationId: getFeesExpensesAnnualReportOngoingCharge x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fees-expenses/borrowing-costs-actual/{ids} method: get operationId: getFeesExpensesBorrowingCostsActual x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fees-expenses/borrowing-costs-estimated/{ids} method: get operationId: getFeesExpensesBorrowingCostsEstimated x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fees-expenses/distribution-fee-percentage-of-nav-actual/{ids} method: get operationId: getFeesExpensesDistributionFeePercentageOfNavActual x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fees-expenses/distribution-fee-percentage-of-nav-estimated/{ids} method: get operationId: getFeesExpensesDistributionFeePercentageOfNavEstimated x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fees-expenses/entry-cost-acquired-actual/{ids} method: get operationId: getFeesExpensesEntryCostAcquiredActual x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fees-expenses/indirect-costs-closed-ended-actual-uk/{ids} method: get operationId: getFeesExpensesIndirectCostsClosedEndedActualUk x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fees-expenses/indirect-costs-closed-ended-estimated-uk/{ids} method: get operationId: getFeesExpensesIndirectCostsClosedEndedEstimatedUk x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fees-expenses/indirect-costs-open-ended-actual-uk/{ids} method: get operationId: getFeesExpensesIndirectCostsOpenEndedActualUk x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fees-expenses/indirect-costs-open-ended-estimated-uk/{ids} method: get operationId: getFeesExpensesIndirectCostsOpenEndedEstimatedUk x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fees-expenses/management-fee-ex-distribution-fees-actual/{ids} method: get operationId: getFeesExpensesManagementFeeExDistributionFeesActual x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fees-expenses/management-fee-ex-distribution-fees-estimated/{ids} method: get operationId: getFeesExpensesManagementFeeExDistributionFeesEstimated x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fees-expenses/maximum-entry-cost-acquired/{ids} method: get operationId: getFeesExpensesMaximumEntryCostAcquired x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fees-expenses/maximum-entry-cost-base-currency/{ids} method: get operationId: getFeesExpensesMaximumEntryCostBaseCurrency x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fees-expenses/maximum-entry-cost-percentage/{ids} method: get operationId: getFeesExpensesMaximumEntryCostPercentage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fees-expenses/maximum-exit-cost-acquired/{ids} method: get operationId: getFeesExpensesMaximumExitCostAcquired x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fees-expenses/maximum-exit-fee-base-currency/{ids} method: get operationId: getFeesExpensesMaximumExitFeeBaseCurrency x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fees-expenses/maximum-exit-fee-percentage/{ids} method: get operationId: getFeesExpensesMaximumExitFeePercentage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fees-expenses/model-representative-cost/{ids} method: get operationId: getFeesExpensesModelRepresentativeCost x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fees-expenses/ongoing-charge-ex-perf-fee/{ids} method: get operationId: getFeesExpensesOngoingChargeExPerfFee x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fees-expenses/ongoing-charge-inc-perf-fee/{ids} method: get operationId: getFeesExpensesOngoingChargeIncPerfFee x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fees-expenses/ongoing-cost-actual/{ids} method: get operationId: getFeesExpensesOngoingCostActual x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fees-expenses/ongoing-cost-estimated/{ids} method: get operationId: getFeesExpensesOngoingCostEstimated x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fees-expenses/other-fee/{ids} method: get operationId: getFeesExpensesOtherFee x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fees-expenses/other-fee-amount-cn/{ids} method: get operationId: getFeesExpensesOtherFeeAmountCn x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fees-expenses/performance-fee-actual/{ids} method: get operationId: getFeesExpensesPerformanceFeeActual x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fees-expenses/performance-fee-estimated/{ids} method: get operationId: getFeesExpensesPerformanceFeeEstimated x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fees-expenses/prospective-acquired-fund-expense/{ids} method: get operationId: getFeesExpensesProspectiveAcquiredFundExpense x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fees-expenses/prospectus-adjusted-expense-ratio/{ids} method: get operationId: getFeesExpensesProspectusAdjustedExpenseRatio x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fees-expenses/real-assets-costs-actual-uk/{ids} method: get operationId: getFeesExpensesRealAssetsCostsActualUk x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fees-expenses/real-assets-costs-estimated-uk/{ids} method: get operationId: getFeesExpensesRealAssetsCostsEstimatedUk x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fees-expenses/total-expense-survey/{ids} method: get operationId: getFeesExpensesTotalExpenseSurvey x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fees-expenses/trading-expense/{ids} method: get operationId: getFeesExpensesTradingExpense x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fees-expenses/transaction-costs-actual-uk/{ids} method: get operationId: getFeesExpensesTransactionCostsActualUk x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fees-expenses/transaction-costs-estimated-uk/{ids} method: get operationId: getFeesExpensesTransactionCostsEstimatedUk x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fees-expenses/transaction-fee-actual/{ids} method: get operationId: getFeesExpensesTransactionFeeActual x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fees-expenses/transaction-fee-estimated/{ids} method: get operationId: getFeesExpensesTransactionFeeEstimated x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fees-expenses/turnover-ratio-percentage/{ids} method: get operationId: getFeesExpensesTurnoverRatioPercentage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fees-expenses/typical-exit-cost/{ids} method: get operationId: getFeesExpensesTypicalExitCost x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-calculated-items-and-ratios-averages method: get operationId: getEquityCalculatedItemsAndRatiosAveragesDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-debt-maturity-schedule method: get operationId: getEquityDebtMaturityScheduleDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-dividend-yields method: get operationId: getEquityDividendYieldsDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-enterprise-value-ratios method: get operationId: getEquityEnterpriseValueRatiosDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-enterprise-value-ratios-averages method: get operationId: getEquityEnterpriseValueRatiosAveragesDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-financial-statements-averages method: get operationId: getEquityFinancialStatementsAveragesDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-financial-statements-balance-sheet method: get operationId: getEquityFinancialStatementsBalanceSheetDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-financial-statements-calculated-items method: get operationId: getEquityFinancialStatementsCalculatedItemsDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-financial-statements-cash-flow-statement method: get operationId: getEquityFinancialStatementsCashFlowStatementDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-financial-statements-earning-report method: get operationId: getEquityFinancialStatementsEarningReportDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-financial-statements-income-statement method: get operationId: getEquityFinancialStatementsIncomeStatementDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-financial-statements-per-share method: get operationId: getEquityFinancialStatementsPerShareDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-financial-statements-per-share-averages method: get operationId: getEquityFinancialStatementsPerShareAveragesDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-forward-financial-calculated-items method: get operationId: getEquityForwardFinancialCalculatedItemsDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-forward-metrics method: get operationId: getEquityForwardMetricsDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-growth-ratios method: get operationId: getEquityGrowthRatiosDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-growth-ratios-enterprise-value-ratios method: get operationId: getEquityGrowthRatiosEnterpriseValueRatiosDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-growth-ratios-per-share method: get operationId: getEquityGrowthRatiosPerShareDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-growth-ratios-price-multiples method: get operationId: getEquityGrowthRatiosPriceMultiplesDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-operation-ratios method: get operationId: getEquityOperationRatiosDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-operation-ratios-per-share method: get operationId: getEquityOperationRatiosPerShareDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-price-multiples method: get operationId: getEquityPriceMultiplesDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-price-multiples-and-yields-averages method: get operationId: getEquityPriceMultiplesAndYieldsAveragesDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-price-yields method: get operationId: getEquityPriceYieldsDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-segmentation method: get operationId: getEquitySegmentationDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /flow-attribution/calculate method: post operationId: post_attribution x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /flow-attribution/calculate-ex-ante method: post operationId: post_ex_ante_attribution x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /direct-web-services/time-series/v1/fund-sustainability/absolute-carbon-emissions-scope-1-and-2-tonnes/{ids} method: get operationId: getFundSustainabilityAbsoluteCarbonEmissionsScope1And2Tonnes x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-sustainability/absolute-carbon-emissions-scope-1-and-2-tonnes-category-average/{ids} method: get operationId: getFundSustainabilityAbsoluteCarbonEmissionsScope1And2TonnesCategoryAverage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-sustainability/absolute-carbon-intensity-scope-1-and-2-tonnes-per-usd-millions/{ids} method: get operationId: getFundSustainabilityAbsoluteCarbonIntensityScope1And2TonnesPerUsdMillions x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-sustainability/absolute-carbon-intensity-scope-1-and-2-tonnes-per-usd-millions-category-average/{ids} method: get operationId: getFundSustainabilityAbsoluteCarbonIntensityScope1And2TonnesPerUsdMillionsCa x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-and-3-tonnes-per-usd-millions/{ids} method: get operationId: getFundSustainabilityCarbonFootprintScope1And2And3TonnesPerUsdMillions x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-and-3-tonnes-per-usd-millions-category-average/{ids} method: get operationId: getFundSustainabilityCarbonFootprintScope1And2And3TonnesPerUsdMillionsCateg x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-eligible-holding-type/{ids} method: get operationId: getFundSustainabilityCarbonFootprintScope1And2EligibleHoldingType x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-number-of-holdings-covered/{ids} method: get operationId: getFundSustainabilityCarbonFootprintScope1And2NumberOfHoldingsCovered x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-percentage-of-eligible-portfolio-covered/{ids} method: get operationId: getFundSustainabilityCarbonFootprintScope1And2PercentageOfEligiblePortfolioCo x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-percentage-of-eligible-portfolio-not-covered/{ids} method: get operationId: getFundSustainabilityCarbonFootprintScope1And2PercentageOfEligiblePortfolioNo x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-percentage-of-portfolio-covered/{ids} method: get operationId: getFundSustainabilityCarbonFootprintScope1And2PercentageOfPortfolioCovered x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-percentage-of-portfolio-eligible/{ids} method: get operationId: getFundSustainabilityCarbonFootprintScope1And2PercentageOfPortfolioEligible x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-percentage-of-portfolio-eligible-not-covered/{ids} method: get operationId: getFundSustainabilityCarbonFootprintScope1And2PercentageOfPortfolioEligibleNo x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-percentage-of-portfolio-not-covered/{ids} method: get operationId: getFundSustainabilityCarbonFootprintScope1And2PercentageOfPortfolioNotCovered x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-percentage-of-portfolio-not-eligible/{ids} method: get operationId: getFundSustainabilityCarbonFootprintScope1And2PercentageOfPortfolioNotEligibl x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-tonnes-per-aud-million-category-average/{ids} method: get operationId: getFundSustainabilityCarbonFootprintScope1And2TonnesPerAudMillionCategoryAve x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-tonnes-per-aud-millions/{ids} method: get operationId: getFundSustainabilityCarbonFootprintScope1And2TonnesPerAudMillions x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-tonnes-per-chf-million-category-average/{ids} method: get operationId: getFundSustainabilityCarbonFootprintScope1And2TonnesPerChfMillionCategoryAve x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-tonnes-per-chf-millions/{ids} method: get operationId: getFundSustainabilityCarbonFootprintScope1And2TonnesPerChfMillions x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-tonnes-per-eur-million-category-average/{ids} method: get operationId: getFundSustainabilityCarbonFootprintScope1And2TonnesPerEurMillionCategoryAve x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-tonnes-per-eur-millions/{ids} method: get operationId: getFundSustainabilityCarbonFootprintScope1And2TonnesPerEurMillions x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-tonnes-per-gbp-million-category-average/{ids} method: get operationId: getFundSustainabilityCarbonFootprintScope1And2TonnesPerGbpMillionCategoryAve x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-tonnes-per-gbp-millions/{ids} method: get operationId: getFundSustainabilityCarbonFootprintScope1And2TonnesPerGbpMillions x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-tonnes-per-hkd-million-category-average/{ids} method: get operationId: getFundSustainabilityCarbonFootprintScope1And2TonnesPerHkdMillionCategoryAve x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-tonnes-per-hkd-millions/{ids} method: get operationId: getFundSustainabilityCarbonFootprintScope1And2TonnesPerHkdMillions x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-tonnes-per-sgd-million-category-average/{ids} method: get operationId: getFundSustainabilityCarbonFootprintScope1And2TonnesPerSgdMillionCategoryAve x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-tonnes-per-sgd-millions/{ids} method: get operationId: getFundSustainabilityCarbonFootprintScope1And2TonnesPerSgdMillions x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-tonnes-per-usd-millions/{ids} method: get operationId: getFundSustainabilityCarbonFootprintScope1And2TonnesPerUsdMillions x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-tonnes-per-usd-millions-category-average/{ids} method: get operationId: getFundSustainabilityCarbonFootprintScope1And2TonnesPerUsdMillionsCategoryAv x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-sustainability/carbon-risk-level-classification/{ids} method: get operationId: getFundSustainabilityCarbonRiskLevelClassification x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-sustainability/carbon-risk-score-category-average/{ids} method: get operationId: getFundSustainabilityCarbonRiskScoreCategoryAverage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-sustainability/carbon-risk-score-percent-rank-in-category/{ids} method: get operationId: getFundSustainabilityCarbonRiskScorePercentRankInCategory x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-sustainability/historical-carbon-risk-score/{ids} method: get operationId: getFundSustainabilityHistoricalCarbonRiskScore x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-sustainability/historical-corporate-esg-risk-score/{ids} method: get operationId: getFundSustainabilityHistoricalCorporateEsgRiskScore x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-sustainability/historical-sovereign-esg-risk-score/{ids} method: get operationId: getFundSustainabilityHistoricalSovereignEsgRiskScore x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-sustainability/morningstar-esg-risk-rating-for-funds/{ids} method: get operationId: getFundSustainabilityMorningstarEsgRiskRatingForFunds x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-sustainability/portfolio-carbon-risk-score/{ids} method: get operationId: getFundSustainabilityPortfolioCarbonRiskScore x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-sustainability/portfolio-corporate-esg-risk-rating/{ids} method: get operationId: getFundSustainabilityPortfolioCorporateEsgRiskRating x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-sustainability/portfolio-corporate-esg-risk-score/{ids} method: get operationId: getFundSustainabilityPortfolioCorporateEsgRiskScore x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-sustainability/portfolio-environmental-risk-score/{ids} method: get operationId: getFundSustainabilityPortfolioEnvironmentalRiskScore x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-sustainability/portfolio-esg-risk-rating/{ids} method: get operationId: getFundSustainabilityPortfolioEsgRiskRating x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-sustainability/portfolio-governance-risk-score/{ids} method: get operationId: getFundSustainabilityPortfolioGovernanceRiskScore x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-sustainability/portfolio-social-risk-score/{ids} method: get operationId: getFundSustainabilityPortfolioSocialRiskScore x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-sustainability/portfolio-sovereign-esg-risk-rating/{ids} method: get operationId: getFundSustainabilityPortfolioSovereignEsgRiskRating x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-sustainability/portfolio-sovereign-esg-risk-score/{ids} method: get operationId: getFundSustainabilityPortfolioSovereignEsgRiskScore x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-sustainability/portfolio-unallocated-risk-score/{ids} method: get operationId: getFundSustainabilityPortfolioUnallocatedRiskScore x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /fund/v1/reports/carbon-report/{FundIdentifier} method: get operationId: CarbonReport x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /fund/v1/reports/esg/{fundshareclassId} method: get operationId: ESGReport x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /fund/v1/reports/global-fund-report/{FundIdentifier} method: get operationId: ManagedInvestmentsReport x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /fund/v1/reports/target-date-series/{StrategyId} method: get operationId: TargetDateSeriesReport x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/carbon-footprint-scope-1-and-2-and-3-tonnes-per-usd-millions/{ids} method: get operationId: getFundResearchCarbonFootprintScope1And2And3TonnesPerUsdMillions x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/carbon-footprint-scope-1-and-2-and-3-tonnes-per-usd-millions-category-average/{ids} method: get operationId: getFundResearchCarbonFootprintScope1And2And3TonnesPerUsdMillionsCategoryAv x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/carbon-footprint-scope-1-and-2-percentage-of-eligible-portfolio-covered/{ids} method: get operationId: getFundResearchCarbonFootprintScope1And2PercentageOfEligiblePortfolioCovered x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/carbon-footprint-scope-1-and-2-percentage-of-portfolio-eligible/{ids} method: get operationId: getFundResearchCarbonFootprintScope1And2PercentageOfPortfolioEligible x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/carbon-footprint-scope-1-and-2-tonnes-per-usd-millions/{ids} method: get operationId: getFundResearchCarbonFootprintScope1And2TonnesPerUsdMillions x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/carbon-footprint-scope-1-and-2-tonnes-per-usd-millions-category-average/{ids} method: get operationId: getFundResearchCarbonFootprintScope1And2TonnesPerUsdMillionsCategoryAverage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/five-year-five-star-rating-percent/{ids} method: get operationId: getFundResearchFiveYearFiveStarRatingPercent x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/five-year-four-star-rating-percent/{ids} method: get operationId: getFundResearchFiveYearFourStarRatingPercent x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/five-year-not-star-rated-percent/{ids} method: get operationId: getFundResearchFiveYearNotStarRatedPercent x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/five-year-not-star-rating-eligible-percent/{ids} method: get operationId: getFundResearchFiveYearNotStarRatingEligiblePercent x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/five-year-one-star-rating-percent/{ids} method: get operationId: getFundResearchFiveYearOneStarRatingPercent x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/five-year-three-star-rating-percent/{ids} method: get operationId: getFundResearchFiveYearThreeStarRatingPercent x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/five-year-two-star-rating-percent/{ids} method: get operationId: getFundResearchFiveYearTwoStarRatingPercent x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/historical-corporate-esg-risk-score/{ids} method: get operationId: getFundResearchHistoricalCorporateEsgRiskScore x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/historical-sovereign-esg-risk-score/{ids} method: get operationId: getFundResearchHistoricalSovereignEsgRiskScore x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/monthly-return/{ids} method: get operationId: getFundResearchMonthlyReturn x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/morningstar-esg-risk-rating-for-funds/{ids} method: get operationId: getFundResearchMorningstarEsgRiskRatingForFunds x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/morningstar-medalist-rating/{ids} method: get operationId: getFundResearchMorningstarMedalistRating x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/morningstar-medalist-rating-parent-pillar/{ids} method: get operationId: getFundResearchMorningstarMedalistRatingParentPillar x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/morningstar-medalist-rating-parent-pillar-type/{ids} method: get operationId: getFundResearchMorningstarMedalistRatingParentPillarType x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/morningstar-medalist-rating-people-pillar/{ids} method: get operationId: getFundResearchMorningstarMedalistRatingPeoplePillar x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/morningstar-medalist-rating-people-pillar-type/{ids} method: get operationId: getFundResearchMorningstarMedalistRatingPeoplePillarType x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/morningstar-medalist-rating-performance-pillar/{ids} method: get operationId: getFundResearchMorningstarMedalistRatingPerformancePillar x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/morningstar-medalist-rating-performance-pillar-type/{ids} method: get operationId: getFundResearchMorningstarMedalistRatingPerformancePillarType x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/morningstar-medalist-rating-price-pillar/{ids} method: get operationId: getFundResearchMorningstarMedalistRatingPricePillar x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/morningstar-medalist-rating-price-pillar-type/{ids} method: get operationId: getFundResearchMorningstarMedalistRatingPricePillarType x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/morningstar-medalist-rating-process-pillar/{ids} method: get operationId: getFundResearchMorningstarMedalistRatingProcessPillar x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/morningstar-medalist-rating-process-pillar-type/{ids} method: get operationId: getFundResearchMorningstarMedalistRatingProcessPillarType x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/morningstar-medalist-rating-type/{ids} method: get operationId: getFundResearchMorningstarMedalistRatingType x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/morningstar-rating-overall/{ids} method: get operationId: getFundResearchMorningstarRatingOverall x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/overall-five-star-rating-percent/{ids} method: get operationId: getFundResearchOverallFiveStarRatingPercent x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/overall-four-star-rating-percent/{ids} method: get operationId: getFundResearchOverallFourStarRatingPercent x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/overall-not-star-rated-percent/{ids} method: get operationId: getFundResearchOverallNotStarRatedPercent x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/overall-not-star-rating-eligible-percent/{ids} method: get operationId: getFundResearchOverallNotStarRatingEligiblePercent x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/overall-one-star-rating-percent/{ids} method: get operationId: getFundResearchOverallOneStarRatingPercent x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/overall-three-star-rating-percent/{ids} method: get operationId: getFundResearchOverallThreeStarRatingPercent x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/overall-two-star-rating-percent/{ids} method: get operationId: getFundResearchOverallTwoStarRatingPercent x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/portfolio-corporate-esg-risk-rating/{ids} method: get operationId: getFundResearchPortfolioCorporateEsgRiskRating x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/portfolio-corporate-esg-risk-score/{ids} method: get operationId: getFundResearchPortfolioCorporateEsgRiskScore x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/portfolio-environmental-risk-score/{ids} method: get operationId: getFundResearchPortfolioEnvironmentalRiskScore x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/portfolio-esg-risk-rating/{ids} method: get operationId: getFundResearchPortfolioEsgRiskRating x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/portfolio-governance-risk-score/{ids} method: get operationId: getFundResearchPortfolioGovernanceRiskScore x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/portfolio-social-risk-score/{ids} method: get operationId: getFundResearchPortfolioSocialRiskScore x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/portfolio-sovereign-esg-risk-rating/{ids} method: get operationId: getFundResearchPortfolioSovereignEsgRiskRating x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/portfolio-sovereign-esg-risk-score/{ids} method: get operationId: getFundResearchPortfolioSovereignEsgRiskScore x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/portfolio-unallocated-risk-score/{ids} method: get operationId: getFundResearchPortfolioUnallocatedRiskScore x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/rating-10-yr/{ids} method: get operationId: getFundResearchRating10Yr x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/rating-3-yr/{ids} method: get operationId: getFundResearchRating3Yr x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/rating-5-yr/{ids} method: get operationId: getFundResearchRating5Yr x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/ten-year-five-star-rating-percent/{ids} method: get operationId: getFundResearchTenYearFiveStarRatingPercent x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/ten-year-four-star-rating-percent/{ids} method: get operationId: getFundResearchTenYearFourStarRatingPercent x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/ten-year-not-star-rated-percent/{ids} method: get operationId: getFundResearchTenYearNotStarRatedPercent x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/ten-year-not-star-rating-eligible-percent/{ids} method: get operationId: getFundResearchTenYearNotStarRatingEligiblePercent x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/ten-year-one-star-rating-percent/{ids} method: get operationId: getFundResearchTenYearOneStarRatingPercent x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/ten-year-three-star-rating-percent/{ids} method: get operationId: getFundResearchTenYearThreeStarRatingPercent x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/ten-year-two-star-rating-percent/{ids} method: get operationId: getFundResearchTenYearTwoStarRatingPercent x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/three-year-five-star-rating-percent/{ids} method: get operationId: getFundResearchThreeYearFiveStarRatingPercent x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/three-year-four-star-rating-percent/{ids} method: get operationId: getFundResearchThreeYearFourStarRatingPercent x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/three-year-not-star-rated-percent/{ids} method: get operationId: getFundResearchThreeYearNotStarRatedPercent x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/three-year-not-star-rating-eligible-percent/{ids} method: get operationId: getFundResearchThreeYearNotStarRatingEligiblePercent x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/three-year-one-star-rating-percent/{ids} method: get operationId: getFundResearchThreeYearOneStarRatingPercent x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/three-year-three-star-rating-percent/{ids} method: get operationId: getFundResearchThreeYearThreeStarRatingPercent x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/fund-research/three-year-two-star-rating-percent/{ids} method: get operationId: getFundResearchThreeYearTwoStarRatingPercent x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-board-and-committee-attendance method: get operationId: getEquityBoardAndCommitteeAttendanceDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-executive-officers-and-board-of-directors method: get operationId: getEquityExecutiveOfficersAndBoardOfDirectorsDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-governance method: get operationId: getEquityGovernancePackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /holdings method: get operationId: getAnalysisUsingGET_4 x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /households method: get operationId: getHouseholdAccountsUsingGET_1 x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /hypo method: post operationId: HypoV1_PostAsync x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /portfolioanalysis/v1/hypo method: post operationId: calculateHypotheticalPerformance x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /IDR method: get operationId: InvestmentDetailsReportV1_GetIDR x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-industry-classification method: get operationId: getEquityIndustryClassificationPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-morningstar-industry-classification method: get operationId: getEquityMorningstarIndustryClassificationDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-third-party-industry-classification method: get operationId: getEquityThirdPartyIndustryClassificationDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-bank-reserve-metrics method: get operationId: getEquityBankReserveMetricsDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-industry-specific-metrics method: get operationId: getEquityIndustrySpecificMetricsPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-reit-metrics method: get operationId: getEquityReitMetricsDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-reit-metrics-per-share method: get operationId: getEquityReitMetricsPerShareDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments method: post operationId: postInvestments x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /direct-web-services/v1/investments/result/{resultId} method: get operationId: retrieveInvestmentDetails x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/529-college-investment-package method: get operationId: get529CollegeInvestmentPackagePackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/active-share method: get operationId: getActiveSharePackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/annual-report-fees-and-financials-historical method: get operationId: getAnnualReportFeesAndFinancialsHistoricalPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/annual-report-fees-and-financials-most-recent method: get operationId: getAnnualReportFeesAndFinancialsMostRecentPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/annual-returns-historical method: get operationId: getAnnualReturnsHistoricalPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/annuity-policy-operational-data method: get operationId: getAnnuityPolicyOperationalDataPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/asset-allocation-breakdown method: get operationId: getAssetAllocationBreakdownPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/australian-tmd-data method: get operationId: getAustralianTmdDataPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/basic-reference method: get operationId: getBasicReferencePackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/best-and-worst-rolling-returns method: get operationId: getBestAndWorstRollingReturnsPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/country-and-regional-exposure-breakdown method: get operationId: getCountryAndRegionalExposureBreakdownPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/currency-exposure-breakdown method: get operationId: getCurrencyExposureBreakdownPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/daily-returns-most-recent method: get operationId: getDailyReturnsMostRecentPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/derived-statistics-from-index-levels-time-series method: get operationId: getDerivedStatisticsFromIndexLevelsTimeSeriesPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/distributions-historical method: get operationId: getDistributionsHistoricalPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/distributions-most-recent method: get operationId: getDistributionsMostRecentPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-portfolio-statistics method: get operationId: getEquityPortfolioStatistics x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/esg-company-level-1-data-introductory-data method: get operationId: getEsgCompanyLevel1DataIntroductoryDataPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/esg-company-level-1-data-low-carbon-transition-rating method: get operationId: getEsgCompanyLevel1DataLowCarbonTransitionRatingPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/esg-company-level-2-data-carbon-emissions method: get operationId: getEsgCompanyLevel2DataCarbonEmissionsPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/esg-company-level-2-data-carbon-involvement method: get operationId: getEsgCompanyLevel2DataCarbonInvolvementPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/esg-company-level-2-data-carbon-risk method: get operationId: getEsgCompanyLevel2DataCarbonRiskPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/esg-company-level-2-data-country-risk-rating method: get operationId: getEsgCompanyLevel2DataCountryRiskRatingPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/esg-company-level-2-data-esg-risk-rating method: get operationId: getEsgCompanyLevel2DataEsgRiskRatingPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/esg-company-level-2-data-impact-metrics-sdgs-and-themes method: get operationId: getEsgCompanyLevel2DataImpactMetricsSdgsAndThemesPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/esg-company-level-2-data-product-involvement method: get operationId: getEsgCompanyLevel2DataProductInvolvementPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/esg-company-level-2-data-sfdr-pai-corporate-voluntary method: get operationId: getEsgCompanyLevel2DataSfdrPaiCorporateVoluntaryPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/esg-company-level-data-sfdr-pai method: get operationId: getEsgCompanyLevelDataSfdrPaiPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/esg-fund-level-carbon-emissions method: get operationId: getEsgFundLevelCarbonEmissionsPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/esg-fund-level-carbon-involvement method: get operationId: getEsgFundLevelCarbonInvolvementPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/esg-fund-level-carbon-risk method: get operationId: getEsgFundLevelCarbonRiskPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/esg-fund-level-esg-labels method: get operationId: getEsgFundLevelEsgLabelsPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/esg-fund-level-eu-taxonomy method: get operationId: getEsgFundLevelEuTaxonomyPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/esg-fund-level-european-esg-template method: get operationId: getEsgFundLevelEuropeanEsgTemplatePackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/esg-fund-level-firm-diversity-data-level-1 method: get operationId: getEsgFundLevelFirmDiversityDataLevel1Package x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/esg-fund-level-gender-and-diversity method: get operationId: getEsgFundLevelGenderAndDiversityPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/esg-fund-level-impact-metrics method: get operationId: getEsgFundLevelImpactMetricsPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/esg-fund-level-low-carbon-transition-rating method: get operationId: getEsgFundLevelLowCarbonTransitionRatingPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/esg-fund-level-physical-climate-risk-metrics method: get operationId: getEsgFundLevelPhysicalClimateRiskMetricsPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/esg-fund-level-principal-adverse-indicators-pais method: get operationId: getEsgFundLevelPrincipalAdverseIndicatorsPaisPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/esg-fund-level-product-involvement method: get operationId: getEsgFundLevelProductInvolvementPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/esg-fund-level-ratings-historical method: get operationId: getEsgFundLevelRatingsHistoricalPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/esg-fund-level-ratings-most-recent method: get operationId: getEsgFundLevelRatingsMostRecentPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/esg-fund-level-sustainable-attributes method: get operationId: getEsgFundLevelSustainableAttributesPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/estimated-cash-flows-trailing-month-end-most-recent method: get operationId: getEstimatedCashFlowsTrailingMonthEndMostRecentPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/etf-corporate-action method: get operationId: getEtfCorporateActionPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/etf-managed-portfolio method: get operationId: getEtfManagedPortfolioPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/etf-trading-and-attributes method: get operationId: getEtfTradingAndAttributesPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/eu-fund-level-sfdr-attributes-level-1 method: get operationId: getEuFundLevelSfdrAttributesLevel1Package x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/evestment-operation method: get operationId: getEvestmentOperationPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/factor-profile method: get operationId: getFactorProfilePackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/fee-level-ranks method: get operationId: getFeeLevelRanksPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/fixed-income-portfolio-statistics-calculated-advanced-analytics method: get operationId: getFixedIncomePortfolioStatisticsCalculatedAdvancedAnalyticsPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/fixed-income-portfolio-statistics-calculated-standard-analytics method: get operationId: getFixedIncomePortfolioStatisticsCalculatedStandardAnalyticsPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/fixed-income-portfolio-statistics-surveyed-analytics method: get operationId: getFixedIncomePortfolioStatisticsSurveyedAnalyticsPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/fund-attributes method: get operationId: getFundAttributesPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/fund-votes method: get operationId: getFundVotesPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/gics-industry-and-subindustry method: get operationId: getGicsIndustryAndSubindustryPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/hfr-hedge-fund method: get operationId: getHfrHedgeFundPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/index-levels-price method: get operationId: getIndexLevelsPricePackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/index-levels-price-time-series method: get operationId: getIndexLevelsPriceTimeSeriesPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/index-reference method: get operationId: getIndexReferencePackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/india-sector method: get operationId: getIndiaSectorPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/investment-basic-details method: get operationId: getInvestmentBasicDetailsPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/investment-disclosures method: get operationId: getInvestmentDisclosuresPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/liquidity-analytics-ownership-breadth-and-vehicle-liquidity method: get operationId: getLiquidityAnalyticsOwnershipBreadthAndVehicleLiquidityPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/manager-bio-and-details-historical method: get operationId: getManagerBioAndDetailsHistoricalPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/manager-bio-and-details-most-recent method: get operationId: getManagerBioAndDetailsMostRecentPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/manager-research-portfolio-analytics method: get operationId: getManagerResearchPortfolioAnalyticsPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/market-capital-breakdown method: get operationId: getMarketCapitalBreakdownPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/mifid-cost-data method: get operationId: getMifidCostDataPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/mifid-target-market-data method: get operationId: getMifidTargetMarketDataPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/money-market-attributes method: get operationId: getMoneyMarketAttributesPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/month-end-trailing-performance-month-end-and-quarter-end-most-recent method: get operationId: getMonthEndTrailingPerformanceMonthEndAndQuarterEndMostRecentPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/morningstar-category method: get operationId: getMorningstarCategoryPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/morningstar-equity-sectors-breakdown method: get operationId: getEquityMorningstarEquitySectorsBreakdown x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/morningstar-equity-style-box-breakdown method: get operationId: getEquityMorningstarEquityStyleBoxBreakdown x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/morningstar-essentials-base-package method: get operationId: getMorningstarEssentialsBasePackagePackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/morningstar-fixed-income-sectors-breakdown method: get operationId: getMorningstarFixedIncomeSectorsBreakdownPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/morningstar-medalist-rating-most-recent method: get operationId: getMorningstarMedalistRatingMostRecentPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/morningstar-portfolio-risk-score method: get operationId: getMorningstarPortfolioRiskScorePackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/morningstar-rating-historical method: get operationId: getMorningstarRatingHistoricalPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/morningstar-rating-most-recent method: get operationId: getMorningstarRatingMostRecentPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/morningstar-style-box method: get operationId: getMorningstarStyleBoxPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/msci-country-classification method: get operationId: getMsciCountryClassificationPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/n-cen method: get operationId: getNCenPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/net-assets-day-end-and-month-end-most-recent-and-historical method: get operationId: getNetAssetsDayEndAndMonthEndMostRecentAndHistoricalPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/net-assets-month-end-most-recent method: get operationId: getNetAssetsMonthEndMostRecentPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/performance-attribution-data method: get operationId: getPerformanceAttributionDataPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/performance-ranks method: get operationId: getPerformanceRanksPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/platform-and-super-fund-fee-and-features-data method: get operationId: getPlatformAndSuperFundFeeAndFeaturesDataPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/policy-fees method: get operationId: getPolicyFeesPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/portfolio-composition-and-vehicle-allocation method: get operationId: getPortfolioCompositionAndVehicleAllocationPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/portfolio-statistics-derived-from-index-constituents method: get operationId: getPortfolioStatisticsDerivedFromIndexConstituentsPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/pre-launch-funds method: get operationId: getPreLaunchFundsPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/prices-historical method: get operationId: getPricesHistoricalPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/prices-most-recent method: get operationId: getPricesMostRecentPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/priip-kid method: get operationId: getPriipKidPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/private-capital-funds method: get operationId: getPrivateCapitalFundsPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/prospectus-fees method: get operationId: getProspectusFeesPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/purchase-details method: get operationId: getPurchaseDetailsPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/return-index method: get operationId: getReturnIndexPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/returns-performance-current method: get operationId: getReturnsPerformanceCurrentPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/rg-97-fee-components method: get operationId: getRg97FeeComponentsPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/risk-statistics method: get operationId: getRiskStatisticsPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/sandp-gics-classification-breakdown method: get operationId: getSandpGicsClassificationBreakdownPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/stable-value-fund-aggregated-statistics method: get operationId: getStableValueFundAggregatedStatisticsPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/stable-value-fund-client-breakdown method: get operationId: getStableValueFundClientBreakdownPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/stable-value-fund-contract-allocation method: get operationId: getStableValueFundContractAllocationPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/stable-value-fund-portfolio-allocation method: get operationId: getStableValueFundPortfolioAllocationPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/stable-value-fund-reported-flows method: get operationId: getStableValueFundReportedFlowsPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/stable-value-fund-top-holdings method: get operationId: getStableValueFundTopHoldingsPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/strategic-beta method: get operationId: getStrategicBetaPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/strategy-mapping method: get operationId: getStrategyMappingPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/sub-asset-classification method: get operationId: getSubAssetClassificationPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/target-date-data method: get operationId: getTargetDateDataPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/thematic-funds method: get operationId: getThematicFundsPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/ubs-separate-accounts method: get operationId: getUbsSeparateAccountsPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/uk-sdr-core-package method: get operationId: getUkSdrCorePackagePackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/uk-sdr-enhanced-package method: get operationId: getUkSdrEnhancedPackagePackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/us-separate-account-qualitative-data method: get operationId: getUsSeparateAccountQualitativeDataPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/wm-or-reuters-historical-exchange-rates method: get operationId: getWmOrReutersHistoricalExchangeRatesPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/yields-historical method: get operationId: getYieldsHistoricalPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/yields-most-recent method: get operationId: getYieldsMostRecentPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investment-list method: post operationId: retrieveInvestmentList x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/investment-profiles/{profileId} method: get operationId: getInvestmentProfiles x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/investment-profiles method: post operationId: postInvestmentProfiles x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /investment-profiles/{profileId} method: get operationId: getInvestmentProfiles x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /investment-profiles method: post operationId: postInvestmentProfiles x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /direct-web-services/v1/investments method: get operationId: getInvestmentsUniverse x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-key-events method: get operationId: getEquityKeyEventsDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /macro-shock-scenarios method: get operationId: get_macro_shock_scenario x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /macro-shock-scenarios/{scenario_id} method: get operationId: get_macro_shock_scenario_item x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /macro-shock-scenarios/{scenario_id}/calculate-forecast-return method: post operationId: post_macro_forecast x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /direct-web-services/v1/investments/{id}/equity-market-capitalization-and-enterprise-value method: get operationId: getEquityMarketCapitalizationAndEnterpriseValueDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /market-shock-scenarios method: get operationId: get_market_shock_scenario x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /market-shock-scenarios/{scenario_id} method: get operationId: get_market_shock_scenario_item x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /market-shock-scenarios/{scenario_id}/calculate-forecast-return method: post operationId: post_market_forecast x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /models method: get operationId: get_models x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /models/{flow_model_id}/category-forecast method: get operationId: get_category_forecast x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /models/{flow_model_id}/category-forecast/{category_id} method: get operationId: get_category_forecast_with_id x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /models/{flow_model_id}/factors method: get operationId: get_model_factor x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /models/{flow_model_id}/premia method: get operationId: get_premia x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /models/{flow_model_id}/{fund_ids}/forecast-closure method: get operationId: get_dead_fund_with_model_id x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /models/{flow_model_id}/{share_class_ids}/exposures method: get operationId: get_exposures_with_model_id x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /models/{flow_model_id}/{share_class_ids}/forecast-flow method: get operationId: get_forecast_with_model_id x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /models/{risk_model_id}/factors method: get operationId: get_factors x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /models/{risk_model_id}/exposures method: get operationId: get_exposures x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /models/{risk_model_id}/exposures method: post operationId: post_exposures x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /models/{risk_model_id}/{fund_id}/holding-exposures method: get operationId: get_fund_exposures x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /models/{risk_model_id}/premia method: get operationId: get_premias x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /morningstar-agent/v1/status method: get operationId: status_morningstar_agent_v1_status_get x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /morningstar-agent/v1/ready method: get operationId: ready_morningstar_agent_v1_ready_get x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /morningstar-agent/v1/run method: post operationId: run_morningstar_agent_v1_run_post x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /morningstar-agent/v1/run/stream method: post operationId: run_stream_morningstar_agent_v1_run_stream_post x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /oauth method: post x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /households/{householdId}/client method: get operationId: getClient x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /households/{householdId}/client method: post operationId: updateClient x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /households/{householdId}/institution method: get operationId: getInstitution x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /households/{householdId}/institution method: post operationId: updateInstitution x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /households/{householdId}/members method: get operationId: getMembers x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /households/{householdId}/members/{memberId} method: get operationId: getMember x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /households/{householdId}/members/{memberId} method: post operationId: updateMember x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /direct-web-services/v1/investments/{id}/equity-ownership-asset-managers method: get operationId: getEquityOwnershipAssetManagersPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-ownership-detail-fund-company method: get operationId: getEquityOwnershipDetailFundCompanyDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-insider-trading-activities method: get operationId: getEquityInsiderTradingActivitiesDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-ownership-detail-insiders method: get operationId: getEquityOwnershipDetailInsidersDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-ownership-detail-ten-percent-insiders method: get operationId: getEquityOwnershipDetailTenPercentInsidersDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-ownership-insiders method: get operationId: getEquityOwnershipInsidersPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-ownership-detail-mutual-fund method: get operationId: getEquityOwnershipDetailMutualFundDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-ownership-managed-investments method: get operationId: getEquityOwnershipManagedInvestmentsPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-ownership-detail-sec-and-sedar method: get operationId: getEquityOwnershipDetailSecAndSedarDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-ownership-detail-uk-significant-shareholders method: get operationId: getEquityOwnershipDetailUkSignificantShareholdersDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-ownership-regulatory-reporting method: get operationId: getEquityOwnershipRegulatoryReportingPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-uk-major-shareholder-transactions method: get operationId: getEquityUkMajorShareholderTransactionsDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-ownership-summary method: get operationId: getEquityOwnershipSummaryPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-ownership-summary-funds-and-regulatory-filings method: get operationId: getEquityOwnershipSummaryFundsAndRegulatoryFilingsDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-ownership-summary-insiders method: get operationId: getEquityOwnershipSummaryInsidersDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /portfolioanalysis/v1/performance method: post operationId: calculatePortfolioPerformance x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /direct-web-services/time-series/v1/performance/12-mo-yield/{ids} method: get operationId: getPerformance12MoYield x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/7-day-gross-yield/{ids} method: get operationId: getPerformance7DayGrossYield x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/7-day-unsubsidized-yield/{ids} method: get operationId: getPerformance7DayUnsubsidizedYield x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/7-day-yield/{ids} method: get operationId: getPerformance7DayYield x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/aggregated-12-month-yield/{ids} method: get operationId: getPerformanceAggregated12MonthYield x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/aggregated-sec-yield/{ids} method: get operationId: getPerformanceAggregatedSecYield x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/cum-fair-nav-unweighted-dri/{ids} method: get operationId: getPerformanceCumFairNavUnweightedDri x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/cum-fair-nav-weighted-dri/{ids} method: get operationId: getPerformanceCumFairNavWeightedDri x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/cumulative-return/{ids} method: get operationId: getPerformanceCumulativeReturn x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/current-yield/{ids} method: get operationId: getPerformanceCurrentYield x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/daily-bid-price/{ids} method: get operationId: getPerformanceDailyBidPrice x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/daily-closing-price/{ids} method: get operationId: getPerformanceDailyClosingPrice x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/daily-estimated-holding-cost/{ids} method: get operationId: getPerformanceDailyEstimatedHoldingCost x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/daily-gross-return-index/{ids} method: get operationId: getPerformanceDailyGrossReturnIndex x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/daily-high-price/{ids} method: get operationId: getPerformanceDailyHighPrice x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/daily-load-adj-return-index-restated/{ids} method: get operationId: getPerformanceDailyLoadAdjReturnIndexRestated x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/daily-low-price/{ids} method: get operationId: getPerformanceDailyLowPrice x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/daily-market-impact-cost/{ids} method: get operationId: getPerformanceDailyMarketImpactCost x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/daily-market-return-index/{ids} method: get operationId: getPerformanceDailyMarketReturnIndex x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/daily-net-return-index/{ids} method: get operationId: getPerformanceDailyNetReturnIndex x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/daily-offer-price/{ids} method: get operationId: getPerformanceDailyOfferPrice x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/daily-ohlcv/{ids} method: get operationId: getPerformanceDailyOhlcv x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/daily-portfolio-concentration/{ids} method: get operationId: getPerformanceDailyPortfolioConcentration x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/daily-price/{ids} method: get operationId: getPerformanceDailyPrice x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/daily-return-index/{ids} method: get operationId: getPerformanceDailyReturnIndex x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/daily-return-index-cum-fair/{ids} method: get operationId: getPerformanceDailyReturnIndexCumFair x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/daily-tracking-volatility/{ids} method: get operationId: getPerformanceDailyTrackingVolatility x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/daily-volume/{ids} method: get operationId: getPerformanceDailyVolume x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/daily-yield/{ids} method: get operationId: getPerformanceDailyYield x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/dividend-yield-12-month/{ids} method: get operationId: getPerformanceDividendYield12Month x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/dividend-yield-long/{ids} method: get operationId: getPerformanceDividendYieldLong x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/dividend-yield-short/{ids} method: get operationId: getPerformanceDividendYieldShort x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/estimated-quarterly-return/{ids} method: get operationId: getPerformanceEstimatedQuarterlyReturn x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/estimated-share-class-net-flow-daily/{ids} method: get operationId: getPerformanceEstimatedShareClassNetFlowDaily x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/estimated-share-class-net-flow-monthly/{ids} method: get operationId: getPerformanceEstimatedShareClassNetFlowMonthly x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/ex-par-nav-unweighted-dri/{ids} method: get operationId: getPerformanceExParNavUnweightedDri x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/ex-par-nav-weighted-dri/{ids} method: get operationId: getPerformanceExParNavWeightedDri x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/fund-size-comprehensive-daily/{ids} method: get operationId: getPerformanceFundSizeComprehensiveDaily x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/fund-size-comprehensive-monthly/{ids} method: get operationId: getPerformanceFundSizeComprehensiveMonthly x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/fund-size-surveyed-daily/{ids} method: get operationId: getPerformanceFundSizeSurveyedDaily x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/fund-size-surveyed-monthly/{ids} method: get operationId: getPerformanceFundSizeSurveyedMonthly x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/growth/{ids} method: get operationId: getPerformanceGrowth x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/income-only-yield-nav-uk/{ids} method: get operationId: getPerformanceIncomeOnlyYieldNavUk x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/income-only-yield-nav-us/{ids} method: get operationId: getPerformanceIncomeOnlyYieldNavUs x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/income-only-yield-price-us/{ids} method: get operationId: getPerformanceIncomeOnlyYieldPriceUs x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/monthly-downside-tracking-error/{ids} method: get operationId: getPerformanceMonthlyDownsideTrackingError x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/monthly-gross-return/{ids} method: get operationId: getPerformanceMonthlyGrossReturn x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/monthly-inflation-adjusted-return/{ids} method: get operationId: getPerformanceMonthlyInflationAdjustedReturn x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/monthly-load-adj-return-restated/{ids} method: get operationId: getPerformanceMonthlyLoadAdjReturnRestated x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/monthly-market-return/{ids} method: get operationId: getPerformanceMonthlyMarketReturn x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/monthly-net-return/{ids} method: get operationId: getPerformanceMonthlyNetReturn x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/monthly-return/{ids} method: get operationId: getPerformanceMonthlyReturn x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/monthly-return-unweighted-nav/{ids} method: get operationId: getPerformanceMonthlyReturnUnweightedNav x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/monthly-return-unweighted-price/{ids} method: get operationId: getPerformanceMonthlyReturnUnweightedPrice x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/monthly-return-weighted-nav/{ids} method: get operationId: getPerformanceMonthlyReturnWeightedNav x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/monthly-return-weighted-price/{ids} method: get operationId: getPerformanceMonthlyReturnWeightedPrice x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/monthly-tracking-error/{ids} method: get operationId: getPerformanceMonthlyTrackingError x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/monthly-yield/{ids} method: get operationId: getPerformanceMonthlyYield x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/nav-unweighted-daily-income-and-capital-gain-yield/{ids} method: get operationId: getPerformanceNavUnweightedDailyIncomeAndCapitalGainYield x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/nav-unweighted-daily-income-only-yield/{ids} method: get operationId: getPerformanceNavUnweightedDailyIncomeOnlyYield x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/nav-unweighted-daily-total-distribution-yield/{ids} method: get operationId: getPerformanceNavUnweightedDailyTotalDistributionYield x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/nav-unweighted-dri/{ids} method: get operationId: getPerformanceNavUnweightedDri x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/nav-weighted-daily-income-and-capital-gain-yield/{ids} method: get operationId: getPerformanceNavWeightedDailyIncomeAndCapitalGainYield x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/nav-weighted-daily-income-only-yield/{ids} method: get operationId: getPerformanceNavWeightedDailyIncomeOnlyYield x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/nav-weighted-daily-total-distribution-yield/{ids} method: get operationId: getPerformanceNavWeightedDailyTotalDistributionYield x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/nav-weighted-dri/{ids} method: get operationId: getPerformanceNavWeightedDri x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/price/{ids} method: get operationId: getPerformancePrice x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/price-unweighted-daily-income-and-capital-gain-yield/{ids} method: get operationId: getPerformancePriceUnweightedDailyIncomeAndCapitalGainYield x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/price-unweighted-daily-income-only-yield/{ids} method: get operationId: getPerformancePriceUnweightedDailyIncomeOnlyYield x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/price-unweighted-daily-total-distribution-yield/{ids} method: get operationId: getPerformancePriceUnweightedDailyTotalDistributionYield x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/price-unweighted-dri/{ids} method: get operationId: getPerformancePriceUnweightedDri x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/price-weighted-daily-income-and-capital-gain-yield/{ids} method: get operationId: getPerformancePriceWeightedDailyIncomeAndCapitalGainYield x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/price-weighted-daily-income-only-yield/{ids} method: get operationId: getPerformancePriceWeightedDailyIncomeOnlyYield x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/price-weighted-daily-total-distribution-yield/{ids} method: get operationId: getPerformancePriceWeightedDailyTotalDistributionYield x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/price-weighted-dri/{ids} method: get operationId: getPerformancePriceWeightedDri x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/quarterly-downside-tracking-error/{ids} method: get operationId: getPerformanceQuarterlyDownsideTrackingError x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/quarterly-gross-return/{ids} method: get operationId: getPerformanceQuarterlyGrossReturn x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/quarterly-inflation-adjusted-return/{ids} method: get operationId: getPerformanceQuarterlyInflationAdjustedReturn x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/quarterly-load-adj-return-restated/{ids} method: get operationId: getPerformanceQuarterlyLoadAdjReturnRestated x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/quarterly-market-return/{ids} method: get operationId: getPerformanceQuarterlyMarketReturn x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/quarterly-net-return/{ids} method: get operationId: getPerformanceQuarterlyNetReturn x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/quarterly-return/{ids} method: get operationId: getPerformanceQuarterlyReturn x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/quarterly-tracking-error/{ids} method: get operationId: getPerformanceQuarterlyTrackingError x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/quoted-yield-daily/{ids} method: get operationId: getPerformanceQuotedYieldDaily x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/raw-return-cum-fair/{ids} method: get operationId: getPerformanceRawReturnCumFair x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/raw-return-market-price/{ids} method: get operationId: getPerformanceRawReturnMarketPrice x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/raw-return-nav/{ids} method: get operationId: getPerformanceRawReturnNav x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/return/{ids} method: get operationId: getPerformanceReturn x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/rolling-return/{ids} method: get operationId: getPerformanceRollingReturn x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/sec-yield/{ids} method: get operationId: getPerformanceSecYield x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/sec-yield-rescaling-factor/{ids} method: get operationId: getPerformanceSecYieldRescalingFactor x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/sitca-yield/{ids} method: get operationId: getPerformanceSitcaYield x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/unannualized/{ids} method: get operationId: getPerformanceUnannualized x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/yearly-capital-return/{ids} method: get operationId: getPerformanceYearlyCapitalReturn x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/yearly-gross-return/{ids} method: get operationId: getPerformanceYearlyGrossReturn x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/yearly-income-return/{ids} method: get operationId: getPerformanceYearlyIncomeReturn x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/yearly-inflation-adjusted-return/{ids} method: get operationId: getPerformanceYearlyInflationAdjustedReturn x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/yearly-interest-income/{ids} method: get operationId: getPerformanceYearlyInterestIncome x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/yearly-investor-return/{ids} method: get operationId: getPerformanceYearlyInvestorReturn x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/yearly-load-adj-return-restated/{ids} method: get operationId: getPerformanceYearlyLoadAdjReturnRestated x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/yearly-market-return/{ids} method: get operationId: getPerformanceYearlyMarketReturn x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/yearly-net-return/{ids} method: get operationId: getPerformanceYearlyNetReturn x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/yearly-return/{ids} method: get operationId: getPerformanceYearlyReturn x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/performance/daily-open-price/{ids} method: get operationId: getPerformanceDailyOpenPrice x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /performance method: post operationId: PerformanceV1_PostAsync x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /persons method: post operationId: postPersonsUsingPOST x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /persons/{id} method: get operationId: getPersonUsingGET_1 x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/pjm method: post operationId: submitPjmConfiguration x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/pjm/{pjmId} method: get operationId: getPjmConfiguration x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v2/retirementplan/Plan method: get x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/retirementplan/PlanNames method: get x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/portfolio-analytics/current-yield/{ids} method: get operationId: getPortfolioAnalyticsCurrentYield x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/portfolio-analytics/dividend-yield-long/{ids} method: get operationId: getPortfolioAnalyticsDividendYieldLong x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/portfolio-analytics/dividend-yield-short/{ids} method: get operationId: getPortfolioAnalyticsDividendYieldShort x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/portfolio-analytics/equity-mkt-cap-rescaling-factor-long/{ids} method: get operationId: getPortfolioAnalyticsEquityMktCapRescalingFactorLong x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/portfolio-analytics/market-cap-giant-percentage-long-rescaled/{ids} method: get operationId: getPortfolioAnalyticsMarketCapGiantPercentageLongRescaled x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/portfolio-analytics/market-cap-large-percentage-long-rescaled/{ids} method: get operationId: getPortfolioAnalyticsMarketCapLargePercentageLongRescaled x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/portfolio-analytics/market-cap-micro-percentage-long-rescaled/{ids} method: get operationId: getPortfolioAnalyticsMarketCapMicroPercentageLongRescaled x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/portfolio-analytics/market-cap-mid-percentage-long-rescaled/{ids} method: get operationId: getPortfolioAnalyticsMarketCapMidPercentageLongRescaled x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/portfolio-analytics/market-cap-small-percentage-long-rescaled/{ids} method: get operationId: getPortfolioAnalyticsMarketCapSmallPercentageLongRescaled x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/full-portfolio-holdings-month-end-or-quarter-end-most-recent method: get operationId: getFullPortfolioHoldingsMonthEndOrQuarterEndMostRecentPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/portfolio-holdings-dates method: post operationId: retrievePortfolioHoldingsDates x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /direct-web-services/time-series/v1/portfolio-holdings/carbon-risk-level-classification/{ids} method: get operationId: getPortfolioHoldingsCarbonRiskLevelClassification x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/portfolio-holdings/carbon-risk-score-category-average/{ids} method: get operationId: getPortfolioHoldingsCarbonRiskScoreCategoryAverage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/portfolio-holdings/carbon-risk-score-percent-rank-in-category/{ids} method: get operationId: getPortfolioHoldingsCarbonRiskScorePercentRankInCategory x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/portfolio-holdings/historical-carbon-risk-score/{ids} method: get operationId: getPortfolioHoldingsHistoricalCarbonRiskScore x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/portfolio-holdings/historical-corporate-esg-risk-score/{ids} method: get operationId: getPortfolioHoldingsHistoricalCorporateEsgRiskScore x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/portfolio-holdings/historical-sovereign-esg-risk-score/{ids} method: get operationId: getPortfolioHoldingsHistoricalSovereignEsgRiskScore x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/portfolio-holdings/portfolio-carbon-risk-score/{ids} method: get operationId: getPortfolioHoldingsPortfolioCarbonRiskScore x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/portfolio-holdings/portfolio-corporate-esg-risk-score/{ids} method: get operationId: getPortfolioHoldingsPortfolioCorporateEsgRiskScore x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/portfolio-holdings/portfolio-environmental-risk-score/{ids} method: get operationId: getPortfolioHoldingsPortfolioEnvironmentalRiskScore x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/portfolio-holdings/portfolio-governance-risk-score/{ids} method: get operationId: getPortfolioHoldingsPortfolioGovernanceRiskScore x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/portfolio-holdings/portfolio-social-risk-score/{ids} method: get operationId: getPortfolioHoldingsPortfolioSocialRiskScore x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/portfolio-holdings/portfolio-sovereign-esg-risk-score/{ids} method: get operationId: getPortfolioHoldingsPortfolioSovereignEsgRiskScore x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/portfolio-holdings/portfolio-unallocated-risk-score/{ids} method: get operationId: getPortfolioHoldingsPortfolioUnallocatedRiskScore x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/portfolio-holdings-dates method: post operationId: retrievePortfolioHoldingsDates x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /portfolioanalysis/v1/risk-score method: post x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /portfolioanalysis/v1/portfolio-optimizer method: post x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/portfolios/investments method: get operationId: getMixInvestments x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /portfolios/investments method: get operationId: getMixInvestments x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /positions method: get operationId: getPositionsUsingGET x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /pjm method: post operationId: submitPjmConfiguration x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /pjm/{pjmId} method: get operationId: getPjmConfiguration x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /pjm/{pjmId} method: patch operationId: updatePjmConfiguration x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /profiles method: get operationId: getHouseholdByIdsUsingGET_2 x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-quantitative-comparables method: get operationId: getEquityQuantitativeComparablesDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/quantitative-equity-rating-analysis method: get operationId: getEquityQuantitativeEquityRatingAnalysisDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/quantitative-equity-research-ratings method: get operationId: getEquityQuantitativeEquityResearchRatingsPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/quantitative-fair-value method: get operationId: getEquityQuantitativeFairValueDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/quantitative-ratings method: get operationId: getEquityQuantitativeRatingsDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/questionnaires/risk-questionnaires/{id} method: get operationId: requestRiskQuestionnaire x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/questionnaires/experience-questionnaires/{questionnaireId} method: get operationId: requestExperienceQuestionnaire x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/questionnaires/kyc-questionnaires/{questionnaireId} method: get operationId: requestKycQuestionnaire x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /questionnaires/risk-questionnaires/{questionnaireId} method: get operationId: requestRiskQuestionnaire x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /questionnaires/experience-questionnaires/{questionnaireId} method: get operationId: requestExperienceQuestionnaire x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /questionnaires/kyc-questionnaires/{questionnaireId} method: get operationId: requestKycQuestionnaire x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/reference/daily-closing-price/{ids} method: get operationId: getReferenceDailyClosingPrice x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1/reference/sri-value/{ids} method: get operationId: getReferenceSriValue x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-company-level-reference-change method: get operationId: getEquityCompanyLevelReferenceChangeDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-isin-change method: get operationId: getEquityIsinChangeDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-reference-change method: get operationId: getEquityReferenceChangePackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-security-level-reference-change method: get operationId: getEquitySecurityLevelReferenceChangeDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /report-files/{reportId} method: get operationId: downloadReport x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /report-files method: post operationId: uploadReport x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/reports/risks/{id} method: get operationId: getRiskReportJson x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v2/reports/risks method: get operationId: getRiskReports x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v2/reports/risks/{id} method: get operationId: getRiskReportPDF x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /report method: post operationId: PortfolioAnalysisV1_PostAsync x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /reports method: get operationId: getReports x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /reports/{reportId} method: get operationId: getReportDetails x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /reports/assign method: post operationId: assignReport x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /reports/publish method: post operationId: publishReport x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /reports/risks/{responseId} method: get operationId: getRiskReport x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /reports/data-points method: get operationId: getDataPointReport x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/reports/{namespaces} method: get operationId: getStatisticsReports x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-research-ratings-most-recent-and-historical method: get operationId: getEquityResearchRatingsMostRecentAndHistoricalDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-research-ratings-mostrecent method: get operationId: getEquityResearchRatingsMostRecentDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-monthly-residual-risk-and-return-sensitivity method: get operationId: getEquityMonthlyResidualRiskAndReturnSensitivityDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-residual-risk-and-return-sensitivity method: get operationId: getEquityResidualRiskAndReturnSensitivityPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-trailing-residual-risk-and-return-sensitivity method: get operationId: getEquityTrailingResidualRiskAndReturnSensitivityDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-monthly-return-statistics method: get operationId: getEquityMonthlyReturnStatisticsDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-returns method: get operationId: getEquityReturnsPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-returns-to-date method: get operationId: getEquityReturnsToDateDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-trailing-return-statistics method: get operationId: getEquityTrailingReturnStatisticsDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-trailing-returns method: get operationId: getEquityTrailingReturnsDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /riskscore method: post operationId: RiskscoreV1_PostAsync x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /direct-web-services/v1/scenario-analysis/risk-models method: get operationId: getRiskModels x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/scenario-analysis/scenarios method: get operationId: getScenarios x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/scenario-analysis/returns method: post operationId: calculateReturns x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /direct-web-services/v1/scenario-analysis/metrics method: post operationId: generateMetrics x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /scenario-analysis/scenarios method: get operationId: get_scenarios x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /scenario-analysis/calculate-cumulative-return method: post operationId: post_cumulative x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /scenario-analysis/calculate-drawdown method: post operationId: post_drawdown x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /scenario-analysis/calculate-metrics method: post operationId: post_metrics x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /scenario-analysis/calculate-period-return method: post operationId: post_period_return x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /scenario-analysis/calculate-ten-k-growth method: post operationId: post_ten_k_growth x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /direct-web-services/v1/screeners/equities method: post operationId: queryEquityInvestments x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /direct-web-services/v1/screeners/managed-investments method: post operationId: queryManagedInvestments x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /screener method: get operationId: Screener_GetScreenerData x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /screener method: post operationId: Screener_PostScreenerData x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /securities/{securityId} method: get operationId: LocalwithJWT x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /securities/{secIds} method: get operationId: Securities_GetSecuritiesDetails x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /securities/{secIds} method: post operationId: Securities_PostSecuritiesDetails x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /securities/{secIds}/vabenefits method: get operationId: Securities_Get x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/sedol method: get operationId: getSedolPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/sedol-change method: get operationId: getSedolChangePackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /sensitivity-analysis method: post operationId: post_sensitivity_analysis x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /direct-web-services/v1/investments/{id}/equity-say-on-pay method: get operationId: getEquitySayOnPayDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-shareholder-stewardship method: get operationId: getEquityShareholderStewardShipPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-voting-report method: get operationId: getEquityVotingReportDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-short-interest method: get operationId: getEquityShortInterestDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v2/solutions/comfort-ranges method: get operationId: getComfortRanges x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /statement-details method: post x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /statement-details/{id} method: get x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/statistics/{namespace}/{tool}/{period} method: get operationId: GetStatistics x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-stock-grades method: get operationId: getEquityStockGradesDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-style-box method: get operationId: getEquityStyleBoxPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-style-box-breakpoints method: get operationId: getEquityStyleBoxBreakpointsDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/time-series/v1 method: post operationId: requestTimeSeriesData x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /direct-web-services/time-series/v1/result/{resultId} method: get operationId: retrieveTimeSeriesData x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/timeseries/{namespace}/{tool}/{period} method: get operationId: GetTimeseries x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /token/oauth method: post operationId: createToken x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /direct-web-services/v1/investments/{id}/equity-total-shares-outstanding method: get operationId: getEquityTotalSharesOutstandingPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-total-shares-outstanding-company-level method: get operationId: getEquityTotalSharesOutstandingCompanyLevelDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-total-shares-outstanding-share-level method: get operationId: getEquityTotalSharesOutstandingShareLevelDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-total-shares-outstanding-treasury method: get operationId: getEquityTotalSharesOutstandingTreasuryDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-total-shares-outstanding-unadjusted method: get operationId: getEquityTotalSharesOutstandingUnadjustedDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-total-shares-outstanding-unadjusted-treasury method: get operationId: getEquityTotalSharesOutstandingUnadjustedTreasuryDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-earning-calls-transcripts method: get operationId: getEquityEarningCallsTranscriptsDataset x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/{id}/equity-transcripts method: get operationId: getEquityTranscriptsPackage x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/views method: get operationId: getViews x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /direct-web-services/v1/investments/views/{viewId} method: get operationId: getView x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /portfolioanalysis/v1/xray method: post operationId: generatePortfolioXRay x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /xray method: post operationId: XRayV1_PostAsync x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required