Saltar al contenido principal
PATCH
/
v1
/
organizations
/
{organization_id}
/
ledgers
/
{ledger_id}
/
portfolios
/
{portfolio_id}
Actualizar un Portafolio
curl --request PATCH \
  --url https://ledger.sandbox.lerian.net/v1/organizations/{organization_id}/ledgers/{ledger_id}/portfolios/{portfolio_id} \
  --header 'Content-Type: application/json' \
  --data '
{
  "name": "US Dollar Portfolio",
  "status": {
    "code": "BLOCKED",
    "description": "Portfolio temporarily blocked due to compliance review"
  },
  "metadata": {
    "riskProfile": "medium",
    "portfolioManager": "wealth-management-team",
    "minBalanceRequirement": 600000,
    "automaticEnrollment": true,
    "eligibilityCriteria": "KYC level 4 and internal credit score > 820",
    "currencyExposure": [
      "USD"
    ],
    "investmentProfile": "balanced"
  }
}
'
{
  "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "organizationId": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "ledgerId": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "entityId": "<string>",
  "name": "<string>",
  "status": "<unknown>",
  "metadata": {},
  "createdAt": "2023-11-07T05:31:56Z",
  "updatedAt": "2023-11-07T05:31:56Z",
  "deletedAt": "2023-11-07T05:31:56Z"
}

Documentation Index

Fetch the complete documentation index at: https://docs.lerian.studio/llms.txt

Use this file to discover all available pages before exploring further.

Encabezados

​
Authorization
string

El token de autorización. Este encabezado es requerido si su entorno tiene Access Manager habilitado.

​
Content-Type
string

El tipo de medio del recurso. El valor recomendado es application/json.

​
X-Request-Id
string<uuid>

Un identificador único utilizado para rastrear y seguir cada solicitud.

Parámetros de ruta

​
organization_id
string
requerido

El identificador único de la Organización asociada al Ledger.

​
ledger_id
string
requerido

El identificador único del Ledger asociado.

​
portfolio_id
string<uuid>
requerido

El identificador único del portafolio que desea recuperar, eliminar o actualizar.

Cuerpo

application/json
​
entityId
string

The unique identifier of the user responsible for the portfolio.

​
name
string

The name of the portfolio.

​
status
object

An object containing information about the status. Important: If not provided, the default status will be 'ACTIVE'.

​
metadata
object

An object containing key-value pairs to add as metadata, where the field name is the key and the field value is the value. For example, to add a Cost Center, use 'costCenter': 'BR_11101997'.

Respuesta

Indica que la solicitud fue exitosa y la respuesta contiene los datos esperados.

​
id
string<uuid>

The unique identifier of the portfolio.

​
organizationId
string<uuid>

The unique identifier of the Organization.

​
ledgerId
string<uuid>

El identificador único del Ledger.

​
entityId
string

The unique identifier of the user responsible for the portfolio.

​
name
string

The name of the Portfolio.

Maximum string length: 256
​
status
any
​
metadata
object

An object containing key-value pairs to add as metadata, where the field name is the key and the field value is the value. For example, to add a Cost Center, use 'costCenter': 'BR_11101997'.

​
createdAt
string<date-time>

Timestamp of creation (UTC).

​
updatedAt
string<date-time>

Timestamp of last update (UTC).

​
deletedAt
string<date-time> | null

Timestamp of soft deletion, if applicable (UTC).