GetPersons

GetPersons

Supports Pagination (from 2025-02-26)

Filter inputs

Name

Type

Description

Mandatory

Available from version

Name

Type

Description

Mandatory

Available from version

BrickIds

Guid[]

Filter by array of BrickIds. BrickId is the internal id of a legal entity

 

 

CustomerNos

String[]

Filter by array of Customer Numbers

 

 

UserName

String

Filter by single Username

 

 

UserNames

String[]

Filter by array of Usernames

 

2.02.20160506

PersonalNumbers

String[]

Filter by array of tax identification numbers

 

 

ResellerNo

String

Filter by single Reseller Number

 

 

ResellerNos

String[]

Filter by multiple Reseller Numbers

 

 

IsFundEntity

Bool

Filter by Legal Entities that are set as investment funds

 

 

IsIssuer

Bool

Filter by Legal Entities that are set as Issuer

 

 

ExternalReferences

String[]

Filter by array of External References

 

 

CreatedDateFrom

DateTime

When used, both from date and to date should be provided in the request

 

2.02.20160506

CreatedDateTo

DateTime

 

2.02.20160506

LastLoginDateFrom

DateTime

When used, both from date and to date should be provided in the request

 

2.02.20160506

LastLoginDateTo

DateTime

 

2.02.20160506

Cities

String[]

Filter by cities for the LegalEntity

 

2.02.20160506

Countries

String[]

Filter by countries for the LegalEntity

 

2.02.20160506

Emails

String[]

Filter by e-mails for the LegalEntity

 

2.02.20160506

PostalCodes

String[]

Filter by postalcodes for the LegalEntity

 

2.02.20160506

TaxCountries

String[]

Filter by tax countries for the LegalEntity

 

2.02.20160506

StreetAddresses

String[]

Filter by street addresses for the LegalEntity

 

2.02.20160506

UserDomains

String[]

Filter by the type of user, available values are:

  • bricknode (Front)

  • bricknodepartner (Partner)

  • bricknodeadmin (Admin)

  • inactive (Status Removed in Bricknode. User Management > Disabled)

 

2.02.20160701

LEI

string[]

The Legal Entity Identifier that should be used for companies when performing TRS2 reporting

 

2.11

TRSId

string[]

The TRS identification code that should be used for a legal entity when performing TRS2 reporting

 

2.11

TRSCountries

string[]

According to ISO-standard here: https://en.wikipedia.org/wiki/ISO_3166-1_alpha-2, though only certain countries are available. See GetTRSCountries.

 

2.11

TRSIdType

string[]

The id type for TRS reporting regarding legal entities. Can be either NID, PASSPORT or CONCAT.

 

2.11

TRSManualHandling

bool

Tells whether the legal entity should have Manual handling in the TRS reporting or not.

 

2.11

IsProfessional

bool

Tells whether the person is a professonal investor in the TRS reporting or not.

 

2.11

MifidOk

bool

Tells whether the person is compliant for MIFID II or not.

 

2.11

IsPEP

bool

Tells whether the person is a politically exposed person or not.

 

2.11

BranchCountries

string[]

According to ISO-standard here: https://en.wikipedia.org/wiki/ISO_3166-1_alpha-2

 

2.11

DefaultCompany

Guid[]

The company where the person is employed.

 

2.11

WhiteLabels

Guid[]

Id of WhiteLabel that person belong to

 

2.16

HasCustomerProtectionData

bool

True if customer has ProtectedData, in Mifid2 application

 

2.17

IsCounterParty

bool

True if Legal Entity is CounterParty

 

2.19

CustomerCashAccount

Guid

Used on Legal Entitys that is FundEntity, sets CashAccount on FundEntiy

 

2.19

FundCompanys

Guid[]

FundCompany related to the Person

 

2.19

IsTerminated

bool

True if Person is terminated

 

2.20

KycDateFrom

DateTime

The KycDate reflects the date when Know Your Customer information was captured from a LegalEntity and KycDateFrom is the filter that can be used to only return Legal Entities where the KycDate was a more recent date than the one entered in KycDateFrom.

 

2.23

KycDateTo

DateTime

The filter that can be used to only return Legal Entities where KycDate was older than KycDateTo.

 

2.23

GIIN

string

GIIN (global intermediary identification number) of Person

 

2.24

ResellerAccounts

Guid[]

The BrickIds of the accounts used for the advisor to receive fees as described here How to work with advisors and fees

 

2.25

RiskValueFrom

decimal

RiskValue for the person, start value

 

2.25

RiskValueTo

decimal

RiskValue for the person, end value

 

2.25

LegalJurisdictions

string[]

The filter that can be used to only return Legal Entities with specified LegalJurisdictions.

 

2.28

BirthDateFrom

DateTime

When used, both from date and to date should be provided in the request

 

2.28

BirthDateTo

DateTime

 

2.28

ParentCompany

Guid[]

The BrickIds of a relating LegalEntites that is a parent companies. 

 

2.30

IsCustodian

bool

True if the person is a custodian.

 

2.31

IsNaturalPerson

bool

Tells whether the legal entity is a natural person or not. (True = Natural person, False = Legal person).

 

2.31

LastUpdatedDateFrom

DateTime?

Filter within a specific date range when the person was updated.

 

2.33

LastUpdatedDateTo

DateTime?

ForcePasswordReset

bool

Tells whether the user has to change their password.

 

2024-04-03

TaxRateFrom

Double?

Filter within a specific range for the persons tax rate, From is inclusive while To is exclusive.

(This is a simplified value used in insurances, this has nothing to do with https://doneai-productdevelopment.atlassian.net/wiki/pages/createpage.action?spaceKey=KB&title=Tax%20Management )

 

2024-09-25

TaxRateTo

Double?

Response rows (Array) inherits from EntityBase

Name

Type

Description

Available from version

Name

Type

Description

Available from version

BrickId

Guid

The BrickId of the Legal Entity

 

CreatedDate

DateTime

The date when the person was created

2.02.20160506

FirstName

string

The first name of the Legal Entity

 

LastName

string

The last name of the Legal Entity

 

MiddleNames

string

The middle name of the Legal Entity

 

UserName

string

The username of the Legal Entity

 

Email

string

The email of the Legal Entity

 

PersonalNumber

string

The tax identification number of the Legal Entity

 

BirthDate

DateTime

The date of person's birth.

2.04

ResellerNo

string

The reseller number of the Legal Entity

 

ResellerId

Guid

The reseller id of the Legal Entity

 

IsApproved

bool

If true the Legal Entity is approved (activated) in the BFS instance and can login

 

AddressCity

string

The name of the city where the Legal Entity resides

 

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