Intercompany cleanup
20 endpoints.
- GET
/api/v1/advisory-firms/{firm_id}/access-requestsList aggregated parent-side access requests - GET
/api/v1/advisory-firms/{firm_id}/account-mapGet the firm Account Master Map - POST
/api/v1/advisory-firms/{firm_id}/account-mapAdd an external account stub to the map - DELETE
/api/v1/advisory-firms/{firm_id}/account-map/{entry_id}Delete an external account map entry - PATCH
/api/v1/advisory-firms/{firm_id}/account-map/{entry_id}Update an account map entry - POST
/api/v1/advisory-firms/{firm_id}/candidates/bulk-resolveConfirm or reject match candidates - GET
/api/v1/advisory-firms/{firm_id}/candidates/{candidate_id}/contextDrill-in context for one match candidate - GET
/api/v1/advisory-firms/{firm_id}/cleanup-badgeOpen intercompany review-queue count - GET
/api/v1/advisory-firms/{firm_id}/cleanup-sessionsList cleanup sessions for a firm - POST
/api/v1/advisory-firms/{firm_id}/cleanup-sessionsStart a historical cleanup session - GET
/api/v1/advisory-firms/{firm_id}/cleanup-sessions/{session_id}Get a cleanup session with progress counters - GET
/api/v1/advisory-firms/{firm_id}/cleanup-sessions/{session_id}/candidatesList match candidates for a session - POST
/api/v1/advisory-firms/{firm_id}/cleanup-sessions/{session_id}/runRe-run matching for a session (iterative clearing) - GET
/api/v1/advisory-firms/{firm_id}/cleanup-sessions/{session_id}/workpaperDownload the cleanup session workpaper (PDF) - GET
/api/v1/advisory-firms/{firm_id}/intercompany-balancesStanding due-to / due-from balances per entity - GET
/api/v1/advisory-firms/{firm_id}/resolutionsList resolution batches (history) - POST
/api/v1/advisory-firms/{firm_id}/resolutions/{batch_id}/undoUndo a resolution batch - GET
/api/v1/advisory-firms/{firm_id}/settlement-proposalsPairwise net intercompany positions ready to settle - POST
/api/v1/advisory-firms/{firm_id}/settlementsRecord an intercompany settlement (netting entry) - GET
/api/v1/advisory-firms/{firm_id}/tracker-candidatesList match candidates found outside any session