Investor Data Access Request

Clients who registered an investor that already has a unique registration need to request access to the investor's data so they can issue operations with that investor as a party.

When making this request, the investor will receive an email with instructions to approve or deny access.

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Access Request (POST)

Request

ENDPOINT

/investor_management/investor/INVESTOR-KEY/data_access_request

METHOD

POST

Path Params

Field	Type	Description	Max Characters
INVESTOR-KEY *	string	Unique investor key (UUID v4).	36

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Request Body

No request body is required.

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Response

STATUS

201

Response Body

{
    "data_access_request_key": "6beb9e44-1513-4d3b-9af5-f3c39ebbf2d0",
    "requested_at": "2025-02-22T10:45:49.609517",
    "responded_at": null,
    "data_access_request_status": "in_analysis"
}

Response Body Params

Field	Type	Description	Max Characters
data_access_request_key *	string	Unique access request key (UUID v4).	36
requested_at *	string	Date and time of the request (ISO 8601 format).	-
responded_at	string	Date and time of the response to the request, if already responded.	-
data_access_request_status *	string	Request status.	data_access_request_status Enumerators

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Request Status Query (GET)

Clients can check if their request was approved, denied or is still under analysis.

Request

ENDPOINT

/investor_management/investor/INVESTOR-KEY/data_access_request

METHOD

GET

Path Params

Field	Type	Description	Max Characters
INVESTOR-KEY *	string	Unique investor key (UUID v4).	36

Response

STATUS

200

Response Body

[
    {
        "data_access_request_key": "6beb9e44-1513-4d3b-9af5-f3c39ebbf2d0",
        "requested_at": "2025-02-22T10:45:49.609517",
        "responded_at": null,
        "data_access_request_status": "in_analysis"
    }
]

Response Body Params

Field	Type	Description	Max Characters
data_access_request_key *	string	Unique access request key (UUID v4).	36
requested_at *	string	Date and time of the request (ISO 8601 format).	-
responded_at	string	Date and time of the response to the request, if already responded.	-
data_access_request_status *	string	Request status.	data_access_request_status Enumerators

---

data_access_request_status Enumerators

Enum	Description
in_analysis	The request is under analysis by the investor.
approved	Access was approved and the client can view the investor's data.
reproved	The request was denied and the client will not be able to access the investor's data.