# lusid.InvestmentAccountsApi

All URIs are relative to *http://localhost*

Method | HTTP request | Description
------------- | ------------- | -------------
[**delete_investment_account**](InvestmentAccountsApi.md#delete_investment_account) | **DELETE** /api/api/investmentaccounts/{identifierType}/{identifierValue} | [EXPERIMENTAL] DeleteInvestmentAccount: Delete Investment Account
[**delete_investment_account_access_metadata**](InvestmentAccountsApi.md#delete_investment_account_access_metadata) | **DELETE** /api/api/investmentaccounts/{identifierType}/{identifierValue}/metadata/{metadataKey} | [EXPERIMENTAL] DeleteInvestmentAccountAccessMetadata: Delete an Investment Account Access Metadata entry.
[**get_all_investment_account_access_metadata**](InvestmentAccountsApi.md#get_all_investment_account_access_metadata) | **GET** /api/api/investmentaccounts/{identifierType}/{identifierValue}/metadata | [EXPERIMENTAL] GetAllInvestmentAccountAccessMetadata: Get Access Metadata rules for an Investment Account.
[**get_investment_account**](InvestmentAccountsApi.md#get_investment_account) | **GET** /api/api/investmentaccounts/{identifierType}/{identifierValue} | [EXPERIMENTAL] GetInvestmentAccount: Get Investment Account
[**get_investment_account_relationships**](InvestmentAccountsApi.md#get_investment_account_relationships) | **GET** /api/api/investmentaccounts/{identifierType}/{identifierValue}/relationships | [EARLY ACCESS] GetInvestmentAccountRelationships: Get Investment Account relationships
[**list_all_investment_accounts**](InvestmentAccountsApi.md#list_all_investment_accounts) | **GET** /api/api/investmentaccounts | [EXPERIMENTAL] ListAllInvestmentAccounts: List Investment Accounts
[**patch_investment_account_access_metadata**](InvestmentAccountsApi.md#patch_investment_account_access_metadata) | **PATCH** /api/api/investmentaccounts/{identifierType}/{identifierValue}/metadata | [EXPERIMENTAL] PatchInvestmentAccountAccessMetadata: Patch Access Metadata rules for an Investment Account.
[**upsert_investment_accounts**](InvestmentAccountsApi.md#upsert_investment_accounts) | **POST** /api/api/investmentaccounts/$batchUpsert | [EXPERIMENTAL] UpsertInvestmentAccounts: Upsert Investment Accounts


### Example

```python
from finbourne.sdk.exceptions import ApiException
from finbourne.sdk.extensions.configuration_options import ConfigurationOptions
from finbourne.sdk.services.lusid.models import *

from finbourne.sdk.extensions import (
  SyncApiClientFactory
)

from finbourne.sdk.services.lusid.api.investment_accounts_api import InvestmentAccountsApi

# opts = ConfigurationOptions()
# opts.total_timeout_ms = 30_000

# uncomment the below to use an api client factory with overrides
# api_client_factory = SyncApiClientFactory(opts=opts)

api_client_factory = SyncApiClientFactory()
api_instance = api_client_factory.build(InvestmentAccountsApi)
```

---

# **delete_investment_account**
> DeletedEntityResponse deleteInvestmentAccount = delete_investment_account(identifier_type, identifier_value, scope, identifier_scope)

[EXPERIMENTAL] DeleteInvestmentAccount: Delete Investment Account

Delete an investment account. Deletion will be valid from the investment account's creation datetime.  This means that the investment account will no longer exist at any effective datetime from the asAt datetime of deletion.

### Example

```python
api_instance = api_client_factory.build(InvestmentAccountsApi)
identifier_type = 'identifier_type_example' # str
identifier_value = 'identifier_value_example' # str
scope = 'scope_example' # str
identifier_scope = 'identifier_scope_example' # str
api_response = api_instance.delete_investment_account(identifier_type, identifier_value, scope, identifier_scope)
pprint(api_response)
```

### Parameters

Name | Type | Description  | Notes
------------- | ------------- | ------------- | -------------
 **identifier_type** | **str**| Code of the investment account identifier type. | [required] 
 **identifier_value** | **str**| Code of the investment account under specified identifier type&#39;s scope and code. | [required] 
 **scope** | **str**| The scope of the investment account entity. | [required] 
 **identifier_scope** | **str**| Scope of the investment account identifier type. | [required] 

### Return type

[**DeletedEntityResponse**](DeletedEntityResponse.md)

### HTTP request headers

 - **Content-Type**: Not defined
 - **Accept**: text/plain, application/json, text/json

### HTTP response details
| Status code | Description | Response headers |
|-------------|-------------|------------------|
**200** | The response from deleting investment account. |  -  |
**400** | The details of the input related failure |  -  |
**0** | Error response |  -  |

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---

# **delete_investment_account_access_metadata**
> DeletedEntityResponse deleteInvestmentAccountAccessMetadata = delete_investment_account_access_metadata(identifier_type, identifier_value, metadata_key, scope, identifier_scope, effective_at=effective_at, effective_until=effective_until)

[EXPERIMENTAL] DeleteInvestmentAccountAccessMetadata: Delete an Investment Account Access Metadata entry.

Deletes the Investment Account Access Metadata entry that exactly matches the provided identifier parts.                It is important to always check to verify success (or failure).

### Example

```python
api_instance = api_client_factory.build(InvestmentAccountsApi)
identifier_type = 'identifier_type_example' # str
identifier_value = 'identifier_value_example' # str
metadata_key = 'metadata_key_example' # str
scope = 'scope_example' # str
identifier_scope = 'identifier_scope_example' # str
effective_at = 'effective_at_example' # str (optional)
effective_until = '2013-10-20T19:20:30+01:00' # datetime (optional)
api_response = api_instance.delete_investment_account_access_metadata(identifier_type, identifier_value, metadata_key, scope, identifier_scope, effective_at=effective_at, effective_until=effective_until)
pprint(api_response)
```

### Parameters

Name | Type | Description  | Notes
------------- | ------------- | ------------- | -------------
 **identifier_type** | **str**| Code of the investment account identifier type. | [required] 
 **identifier_value** | **str**| Code of the investment account under specified identifier type&#39;s scope and code. | [required] 
 **metadata_key** | **str**| Key of the metadata entry to delete | [required] 
 **scope** | **str**| The scope of the investment account entity. | [required] 
 **identifier_scope** | **str**| Scope of the investment account identifier type. | [required] 
 **effective_at** | **str**| The effective date to delete at, if this is not supplied, it will delete all data found | [optional] 
 **effective_until** | **datetime**| The effective date until which the delete is valid. If not supplied this will be valid indefinitely, or until the next &#39;effectiveAt&#39; date of the Access Metadata | [optional] 

### Return type

[**DeletedEntityResponse**](DeletedEntityResponse.md)

### HTTP request headers

 - **Content-Type**: Not defined
 - **Accept**: text/plain, application/json, text/json

### HTTP response details
| Status code | Description | Response headers |
|-------------|-------------|------------------|
**200** | The Access Metadata with the given metadataKey has been deleted |  -  |
**400** | The details of the input related failure |  -  |
**0** | Error response |  -  |

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---

# **get_all_investment_account_access_metadata**
> Dict[str, List[AccessMetadataValue]] getAllInvestmentAccountAccessMetadata = get_all_investment_account_access_metadata(identifier_type, identifier_value, scope, identifier_scope, effective_at=effective_at, as_at=as_at)

[EXPERIMENTAL] GetAllInvestmentAccountAccessMetadata: Get Access Metadata rules for an Investment Account.

Pass the Scope and Code of the Investment Account identifier along with the identifier value parameter to retrieve the associated Access Metadata.

### Example

```python
api_instance = api_client_factory.build(InvestmentAccountsApi)
identifier_type = 'identifier_type_example' # str
identifier_value = 'identifier_value_example' # str
scope = 'scope_example' # str
identifier_scope = 'identifier_scope_example' # str
effective_at = 'effective_at_example' # str (optional)
as_at = '2013-10-20T19:20:30+01:00' # datetime (optional)
api_response = api_instance.get_all_investment_account_access_metadata(identifier_type, identifier_value, scope, identifier_scope, effective_at=effective_at, as_at=as_at)
pprint(api_response)
```

### Parameters

Name | Type | Description  | Notes
------------- | ------------- | ------------- | -------------
 **identifier_type** | **str**| Code of the investment account identifier type. | [required] 
 **identifier_value** | **str**| Code of the investment account under specified identifier type&#39;s scope and code. | [required] 
 **scope** | **str**| The scope of the investment account entity. | [required] 
 **identifier_scope** | **str**| Scope of the investment account identifier type. | [required] 
 **effective_at** | **str**| The effectiveAt datetime at which to retrieve the Access Metadata | [optional] 
 **as_at** | **datetime**| The asAt datetime at which to retrieve the Access Metadata | [optional] 

### Return type

**Dict[str, List[AccessMetadataValue]]**

### HTTP request headers

 - **Content-Type**: Not defined
 - **Accept**: text/plain, application/json, text/json

### HTTP response details
| Status code | Description | Response headers |
|-------------|-------------|------------------|
**200** | The access metadata for the Investment Account or any failure. |  -  |
**400** | The details of the input related failure |  -  |
**0** | Error response |  -  |

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---

# **get_investment_account**
> InvestmentAccount getInvestmentAccount = get_investment_account(identifier_type, identifier_value, scope, identifier_scope, property_keys=property_keys, effective_at=effective_at, as_at=as_at, relationship_definition_ids=relationship_definition_ids)

[EXPERIMENTAL] GetInvestmentAccount: Get Investment Account

Retrieve the definition of an investment account.

### Example

```python
api_instance = api_client_factory.build(InvestmentAccountsApi)
identifier_type = 'identifier_type_example' # str
identifier_value = 'identifier_value_example' # str
scope = 'scope_example' # str
identifier_scope = 'identifier_scope_example' # str
property_keys = ['property_keys_example'] # List[str] (optional)
effective_at = 'effective_at_example' # str (optional)
as_at = '2013-10-20T19:20:30+01:00' # datetime (optional)
relationship_definition_ids = ['relationship_definition_ids_example'] # List[str] (optional)
api_response = api_instance.get_investment_account(identifier_type, identifier_value, scope, identifier_scope, property_keys=property_keys, effective_at=effective_at, as_at=as_at, relationship_definition_ids=relationship_definition_ids)
pprint(api_response)
```

### Parameters

Name | Type | Description  | Notes
------------- | ------------- | ------------- | -------------
 **identifier_type** | **str**| Code of the investment account identifier type. | [required] 
 **identifier_value** | **str**| Code of the investment account under specified identifier type&#39;s scope and code. | [required] 
 **scope** | **str**| The scope of the investment account entity. | [required] 
 **identifier_scope** | **str**| Scope of the investment account identifier type. | [required] 
 **property_keys** | [**List[str]**](str.md)| A list of property keys or identifier types (as property keys) from the \&quot;InvestmentAccount\&quot; domain              to include for found investment account, or from any domain that supports relationships to decorate onto related entities.              These take the format {domain}/{scope}/{code} e.g. \&quot;InvestmentAccount/ContactDetails/Address\&quot;. | [optional] 
 **effective_at** | **str**| The effective datetime or cut label at which to retrieve the investment account. Defaults to the current LUSID system datetime if not specified. | [optional] 
 **as_at** | **datetime**| The asAt datetime at which to retrieve the investment account. Defaults to return the latest version of the investment account if not specified. | [optional] 
 **relationship_definition_ids** | [**List[str]**](str.md)| A list of relationship definitions that are used to decorate related entities              onto the investment account in the response. These must take the form {relationshipDefinitionScope}/{relationshipDefinitionCode}. | [optional] 

### Return type

[**InvestmentAccount**](InvestmentAccount.md)

### HTTP request headers

 - **Content-Type**: Not defined
 - **Accept**: text/plain, application/json, text/json

### HTTP response details
| Status code | Description | Response headers |
|-------------|-------------|------------------|
**200** | The requested investment account |  -  |
**400** | The details of the input related failure |  -  |
**0** | Error response |  -  |

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---

# **get_investment_account_relationships**
> ResourceListOfRelationship getInvestmentAccountRelationships = get_investment_account_relationships(identifier_type, identifier_value, scope, identifier_scope, effective_at=effective_at, as_at=as_at, filter=filter, identifier_types=identifier_types)

[EARLY ACCESS] GetInvestmentAccountRelationships: Get Investment Account relationships

Get relationships for a particular Investment Account.

### Example

```python
api_instance = api_client_factory.build(InvestmentAccountsApi)
identifier_type = 'identifier_type_example' # str
identifier_value = 'identifier_value_example' # str
scope = 'scope_example' # str
identifier_scope = 'identifier_scope_example' # str
effective_at = 'effective_at_example' # str (optional)
as_at = '2013-10-20T19:20:30+01:00' # datetime (optional)
filter = 'filter_example' # str (optional)
identifier_types = ['identifier_types_example'] # List[str] (optional)
api_response = api_instance.get_investment_account_relationships(identifier_type, identifier_value, scope, identifier_scope, effective_at=effective_at, as_at=as_at, filter=filter, identifier_types=identifier_types)
pprint(api_response)
```

### Parameters

Name | Type | Description  | Notes
------------- | ------------- | ------------- | -------------
 **identifier_type** | **str**| Code of the investment account identifier type. | [required] 
 **identifier_value** | **str**| Code of the investment account under specified identifier type&#39;s scope and code. | [required] 
 **scope** | **str**| The scope of the investment account entity. | [required] 
 **identifier_scope** | **str**| Scope of the investment account identifier type. | [required] 
 **effective_at** | **str**| The effective datetime or cut label at which to get relationships. Defaults to the current LUSID system datetime if not specified. | [optional] 
 **as_at** | **datetime**| The asAt datetime at which to retrieve relationships. Defaults to return the latest LUSID AsAt time if not specified. | [optional] 
 **filter** | **str**| Expression to filter relationships. Users should provide null or empty string for this field until further notice. | [optional] 
 **identifier_types** | [**List[str]**](str.md)| Identifier types (as property keys) used for referencing Persons or Legal Entities.              These can be specified from the &#39;Person&#39; or &#39;LegalEntity&#39; domains and have the format {domain}/{scope}/{code}, for example              &#39;Person/CompanyDetails/Role&#39;. An Empty array may be used to return all related Entities. | [optional] 

### Return type

[**ResourceListOfRelationship**](ResourceListOfRelationship.md)

### HTTP request headers

 - **Content-Type**: Not defined
 - **Accept**: text/plain, application/json, text/json

### HTTP response details
| Status code | Description | Response headers |
|-------------|-------------|------------------|
**200** | The relationships for the specified investment account. |  -  |
**400** | The details of the input related failure |  -  |
**0** | Error response |  -  |

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---

# **list_all_investment_accounts**
> ResourceListOfInvestmentAccount listAllInvestmentAccounts = list_all_investment_accounts(effective_at=effective_at, as_at=as_at, page=page, limit=limit, filter=filter, sort_by=sort_by, property_keys=property_keys, relationship_definition_ids=relationship_definition_ids)

[EXPERIMENTAL] ListAllInvestmentAccounts: List Investment Accounts

List all investment accounts which the user is entitled to see.

### Example

```python
api_instance = api_client_factory.build(InvestmentAccountsApi)
effective_at = 'effective_at_example' # str (optional)
as_at = '2013-10-20T19:20:30+01:00' # datetime (optional)
page = 'page_example' # str (optional)
limit = 56 # int (optional)
filter = 'filter_example' # str (optional)
sort_by = ['sort_by_example'] # List[str] (optional)
property_keys = ['property_keys_example'] # List[str] (optional)
relationship_definition_ids = ['relationship_definition_ids_example'] # List[str] (optional)
api_response = api_instance.list_all_investment_accounts(effective_at=effective_at, as_at=as_at, page=page, limit=limit, filter=filter, sort_by=sort_by, property_keys=property_keys, relationship_definition_ids=relationship_definition_ids)
pprint(api_response)
```

### Parameters

Name | Type | Description  | Notes
------------- | ------------- | ------------- | -------------
 **effective_at** | **str**| The effective datetime or cut label at which to list the investment accounts. Defaults to the current LUSID              system datetime if not specified. | [optional] 
 **as_at** | **datetime**| The asAt datetime at which to list the investment accounts. Defaults to return the latest version              of each investment accounts if not specified. | [optional] 
 **page** | **str**| The pagination token to use to continue listing investment accounts from a previous call to list investment accounts. This  value is returned from the previous call. If a pagination token is provided the filter, effectiveAt, sortBy  and asAt fields must not have changed since the original request. | [optional] 
 **limit** | **int**| When paginating, limit the number of returned results to this many. Defaults to 5000 if not specified. | [optional] 
 **filter** | **str**| Expression to filter the result set.               Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid. | [optional] 
 **sort_by** | [**List[str]**](str.md)| A list of field names or properties to sort by, each suffixed by \&quot; ASC\&quot; or \&quot; DESC\&quot;. | [optional] 
 **property_keys** | [**List[str]**](str.md)| A list of property keys or identifier types (as property keys) from the \&quot;InvestmentAccount\&quot; domain              to include for each investment account, or from any domain that supports relationships to decorate onto related entities.              These take the format {domain}/{scope}/{code} e.g. \&quot;InvestmentAccount/ContactDetails/Address\&quot;. | [optional] 
 **relationship_definition_ids** | [**List[str]**](str.md)| A list of relationship definitions that are used to decorate related entities              onto each investment account in the response. These must take the form {relationshipDefinitionScope}/{relationshipDefinitionCode}. | [optional] 

### Return type

[**ResourceListOfInvestmentAccount**](ResourceListOfInvestmentAccount.md)

### HTTP request headers

 - **Content-Type**: Not defined
 - **Accept**: text/plain, application/json, text/json

### HTTP response details
| Status code | Description | Response headers |
|-------------|-------------|------------------|
**200** | All existing Investment Accounts |  -  |
**400** | The details of the input related failure |  -  |
**0** | Error response |  -  |

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---

# **patch_investment_account_access_metadata**
> Dict[str, List[AccessMetadataValue]] patchInvestmentAccountAccessMetadata = patch_investment_account_access_metadata(identifier_type, identifier_value, scope, identifier_scope, access_metadata_operation, effective_at=effective_at, effective_until=effective_until)

[EXPERIMENTAL] PatchInvestmentAccountAccessMetadata: Patch Access Metadata rules for an Investment Account.

Patch Investment Account Access Metadata Rules in a single scope.  The behaviour is defined by the JSON Patch specification.                Currently only 'add' is a supported operation on the patch document                Currently only valid metadata keys are supported paths on the patch document                The response will return any affected Investment Account Access Metadata rules or a failure message if unsuccessful.                It is important to always check to verify success (or failure).                Multiple rules for a metadataKey can exist with different effective at dates, when resources are accessed the rule that is active for the current time will be fetched.

### Example

```python
api_instance = api_client_factory.build(InvestmentAccountsApi)
identifier_type = 'identifier_type_example' # str
identifier_value = 'identifier_value_example' # str
scope = 'scope_example' # str
identifier_scope = 'identifier_scope_example' # str
access_metadata_operation = [{"value":[{"value":"SilverLicence","provider":"TestDataProvider"}],"path":"/exampleMetadataKey","op":"add"}] # List[AccessMetadataOperation]
effective_at = 'effective_at_example' # str (optional)
effective_until = '2013-10-20T19:20:30+01:00' # datetime (optional)
api_response = api_instance.patch_investment_account_access_metadata(identifier_type, identifier_value, scope, identifier_scope, access_metadata_operation, effective_at=effective_at, effective_until=effective_until)
pprint(api_response)
```

### Parameters

Name | Type | Description  | Notes
------------- | ------------- | ------------- | -------------
 **identifier_type** | **str**| Code of the investment account identifier type. | [required] 
 **identifier_value** | **str**| Code of the investment account under specified identifier type&#39;s scope and code. | [required] 
 **scope** | **str**| The scope of the investment account entity. | [required] 
 **identifier_scope** | **str**| Scope of the investment account identifier type. | [required] 
 **access_metadata_operation** | [**List[AccessMetadataOperation]**](AccessMetadataOperation.md)| The Json Patch document | [required] 
 **effective_at** | **str**| The effectiveAt datetime at which to upsert the Access Metadata | [optional] 
 **effective_until** | **datetime**| The effective datetime until which the Access Metadata is valid. If not supplied this will be valid indefinitely, or until the next &#39;effectiveAt&#39; datetime of the Access Metadata | [optional] 

### Return type

**Dict[str, List[AccessMetadataValue]]**

### HTTP request headers

 - **Content-Type**: application/json-patch+json, application/json, text/json, application/*+json
 - **Accept**: text/plain, application/json, text/json

### HTTP response details
| Status code | Description | Response headers |
|-------------|-------------|------------------|
**200** | The successfully patched items. |  -  |
**400** | The details of the input related failure |  -  |
**0** | Error response |  -  |

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---

# **upsert_investment_accounts**
> UpsertInvestmentAccountsResponse upsertInvestmentAccounts = upsert_investment_accounts(success_mode, request_body)

[EXPERIMENTAL] UpsertInvestmentAccounts: Upsert Investment Accounts

Creates or updates a collection of Investment Accounts

### Example

```python
api_instance = api_client_factory.build(InvestmentAccountsApi)
success_mode = 'success_mode_example' # str
request_body = {"firstExampleRequest":{"scope":"InvestmentAccount1Scope","identifiers":{"InvestmentAccount/ExternalIdentifier/ExternalIAId":{"key":"InvestmentAccount/ExternalIdentifier/ExternalIAId","value":{"labelValue":"IA_12345678"}},"InvestmentAccount/InternalIdentifier/InternalIAId":{"key":"InvestmentAccount/InternalIdentifier/InternalIAId","value":{"labelValue":"Internal_XHSP2038"}}},"displayName":"InvestmentAccount1DisplayName","description":"InvestmentAccount1Description","accountType":"Personal","accountHolders":[{"key":"AccountHolder1"}],"investmentPortfolios":[],"properties":{"InvestmentAccount/Details/Name":{"key":"InvestmentAccount/Details/Name","value":{"labelValue":"John Doe"}},"InvestmentAccount/Details/Country":{"key":"InvestmentAccount/Details/Country","value":{"labelValue":"United Kingdom"},"effectiveFrom":"2016-01-01T00:00:00.0000000+00:00"}}},"secondExampleRequest":{"scope":"InvestmentAccount2Scope","identifiers":{"InvestmentAccount/ExternalIdentifier/ExternalIAId":{"key":"InvestmentAccount/ExternalIdentifier/ExternalIAId","value":{"labelValue":"IR_22345678"}},"InvestmentAccount/InternalIdentifier/InternalIAId":{"key":"InvestmentAccount/InternalIdentifier/InternalIAId","value":{"labelValue":"Internal_XHSP2039"}}},"displayName":"InvestmentAccount2DisplayName","description":"InvestmentAccount2Description","accountType":"JointMixed","accountHolders":[{"key":"AccountHolder1"}],"investmentPortfolios":[],"properties":{"InvestmentAccount/Details/Name":{"key":"InvestmentAccount/Details/Name","value":{"labelValue":"Jane Doe"}},"InvestmentAccount/Details/Country":{"key":"InvestmentAccount/Details/Country","value":{"labelValue":"Germany"},"effectiveFrom":"2016-01-01T00:00:00.0000000+00:00"}}}} # Dict[str, UpsertInvestmentAccountRequest]
api_response = api_instance.upsert_investment_accounts(success_mode, request_body)
pprint(api_response)
```

### Parameters

Name | Type | Description  | Notes
------------- | ------------- | ------------- | -------------
 **success_mode** | **str**| Whether the batch request should fail Atomically or in a Partial fashion - Allowed Values: Atomic, Partial | [required] 
 **request_body** | [**Dict[str, UpsertInvestmentAccountRequest]**](UpsertInvestmentAccountRequest.md)| A collection of requests to create or update Investment Accounts. | [required] 

### Return type

[**UpsertInvestmentAccountsResponse**](UpsertInvestmentAccountsResponse.md)

### HTTP request headers

 - **Content-Type**: application/json-patch+json, application/json, text/json, application/*+json
 - **Accept**: text/plain, application/json, text/json

### HTTP response details
| Status code | Description | Response headers |
|-------------|-------------|------------------|
**201** | The successfully created or updated Investment Accounts along with any failures |  -  |
**400** | The details of the input related failure |  -  |
**0** | Error response |  -  |

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