Filter inputs

Name	Type	Description	Available from version
BrickId	Guid	The BrickId of the allocation profile
Owner	Guid	The owner associated with the allocation profile
Key	String	The key of the allocation profile
AccountNo	String	The AccountNo associated with the allocation profile
CreatedDateFrom	DateTime?	When used, both from date and to date should be provided in the request	2.02.20160506
CreatedDateTo	DateTime?		2.02.20160506
DecisionMakersWithinFirm	Guid[]	Filter for Decision Makers Within Firm	2.14
BrickIds	Guid[]	Filter for BrickIds	2.14
Owners	Guid[]	Filter for owners associated with the allocation profile	2.14
Keys	String[]	Filter for allocation profile keys	2.14
AccountNos	String[]	Filter for account numbers	2.14

Response rows (Array) inherits from EntityBase

Name

Type

Description

Available from version

Name

String

The name of the allocation profile

CreatedDate

DateTime

The date when the allocation profile was created

2.02.20160506

Key

String

The key of the allocation profile

Owner

Guid

The owner associated with the allocation profile

AllocationItems

AllocationItem[]

Array of allocation items

Name	Type	Description
Asset	Guid	Id of the instrument
AllocationPercentage	Decimal	The allocation percentage for the asset

OrderAlgorithmKey

String

How the cash should be distributed into orders in the allocation profile

2.14

ExchangeAlgorithmKey

String

How should exchange be handled

2.14

StatusKey

String

Who can see the allocation profile

2.14

MinOrderAmount

String

Minimum order amount

2.14

DecisionMakerWithinFirm

Guid

Decision Maker Within Firm (for MiFID2/TRS)

2.14

C# - Get Allocation profiles

           var request = new bfsapi.GetAllocationProfileRequest()
            {

                Credentials = new bfsapi.Credentials
                {
                    UserName = "...",
                    Password = "..."
                },
                identify = "..."
            };

            req.Args = new bfsapi.GetAllocationProfileArgs
            {
                BrickIds = new Guid[] { new Guid("b8cf3841-3b67-46d0-9189-20fd24a3c998"), new Guid("ecab32eb-1f01-4037-8916-3c16207281e9") },
                AccountNos = new string[] { "10002988" }
            };

            req.Fields = new bfsapi.GetAllocationProfileFields
            {
                BrickId = true,
                AllocationItems = true,
                CreatedDate = true,
                Key = true,
                Owner = true,
                Name = true,
                OrderAlgorithmKey = true,
                ExchangeAlgorithmKey = true,
                StatusKey = true,
                MinOrderAmount = true,
                DecisionMakerWithinFirm = true
            };

            var response = bfsapiSoapClient.GetAllocationProfiles(request);