Qodex.ai
Qodex.ai
Introduction
BGL API
Developer - API Management-API Rate Limits
Rate Limit Status
Authorization (OAuth2)-Authorization Code Grant
Obtain an Authorization CodeObtain an Access Token
Authorization (OAuth2)-Refresh Token
Refresh an Access Token
General Resources
Account DetailsUser DetailsRate Limit Status
Simple Fund 360 & Simple Invest 360 Resources-Entity/Fund Lists
Entity ListEntity List with Members
Simple Fund 360 & Simple Invest 360 Resources-Entity - General
Entity DetailsChart of AccountsFeed ProvidersLedger Transactions
Simple Fund 360 & Simple Invest 360 Resources-SMSF Only - General
Member DetailsFund TrusteesATO Lodgements (Fund)ATO Lodgements (Firm)
Simple Fund 360 & Simple Invest 360 Resources-Reports - SMSF Only
Report - Contribution BreakdownReports - Contribution SummaryReport - Member's StatementReport - Pension SummaryReport - Annual Return
Simple Fund 360 & Simple Invest 360 Resources-Reports - All Entities
Report - Balance ReviewReport - Detailed Balance SheetReport - Detailed Operating StatementReport - Distribution ReconciliationReport - General LedgerReport - Investment Income ComparisonReport - Investment MovementReport - Investment SummaryReport - Investment Summary with Data SourceReport - Trial BalanceReport - Data Feed Reconciliation
Simple Fund 360 & Simple Invest 360 Resources-SMSF Establishment
Create FundUpdate Fund DetailsCreate ContactsCreate Member
Simple Fund 360 & Simple Invest 360 Resources-Contacts
List of Contacts (Firm)List of Contacts by IDsList of Contacts (Entity )Update ContactsList of Entity RelationshipsCreate Entity RelationshipsDelete Entity Relationship
Simple Fund 360 & Simple Invest 360 Resources-Workpapers & Audit
WorkpapersUpdate Audit StatusUpload Audit Document
Simple Fund 360 & Simple Invest 360 Resources-Entity Documents-Trust Deed
List Trust Deed Details and DocumentsTrust Deed Details and Document by IDCreate Trust Deed Details and DocumentUpdate Trust Deed DetailsDelete Trust Deed Details
Simple Fund 360 & Simple Invest 360 Resources-Entity Documents
Entity Documents ListUpload DocumentDocument Tags ListDownload Document
Simple Fund 360 & Simple Invest 360 Resources-Labels
List of Entity LabelsList of Entities by LabelDelete Entity LabelsRemove a Label from an EntityCreate Entity LabelAdd a Label to an Entity
CAS 360 (Company) Resources-General Company
List of CompaniesCompany Debt (All Companies)Create new companyDelete CompanyLabelsList of Companies by Label ID
CAS 360 (Company) Resources-Global Addresses
List of AddressesList of Addresses by IDsCreate AddressDelete Address
CAS 360 (Company) Resources-Global Contacts-Contacts - More Details
List Contact AddressesCreate Contact AddressUpdate Contact AddressDelete Contact AddressList Contact Communication DetailsCreate Contact Communication DetailUpdate Contact Communication DetailsDelete Contact Communication DetailList of Director ID & Other Jurisdiction IDCreate Director ID & Other Jurisdiction IDDelete Director ID & Other Jurisdiction ID
CAS 360 (Company) Resources-Global Contacts
List of ContactsList of contacts by IDsUpdate ContactUpdate ContactDelete ContactCreate ContactASIC Agent List
CAS 360 (Company) Resources-Company Resources-Company Details
Company DetailsUpdate Company DetailsCompany Name HistoryCompany Debt (Specific Company)
CAS 360 (Company) Resources-Company Resources-Company Addresses
List of company addressesCreate Company AddressDelete a company address
CAS 360 (Company) Resources-Company Resources-Company Officers
List of officersCreate Company OfficerUpdate Company OfficerDelete an officer
CAS 360 (Company) Resources-Company Resources-Share Transactions
List of Share TransactionsCreate new share transactionDelete a share transactionCompany Shareholders Current Balances
CAS 360 (Company) Resources-Company Resources-Company Info
List Company Business ActivitiesCreate Company Business ActivitiesUpdate Company Business ActivitiesUpdate Company Business ActivitiesDelete Company Business ActivitiesList Company ChargesCreate Company ChargesUpdate Company ChargesUpdate Company ChargesDelete Company Charges
CAS 360 (Company) Resources-Company Resources-Company Documents-Attachments
Download a Document AttachmentDelete a Document AttachmentUpload a New Attachment to a Given Document
CAS 360 (Company) Resources-Company Resources-Company Documents
List of Unlodged Documents (Firm)List of Unlodged Documents (Company)List DocumentsDocument DetailsCreate New Document RecordDelete a documentList of Status TypesAssign a new Status for a Document
CAS 360 (Company) Resources-Trusts-Trust - Management
List of TrustsList of Trusts by Label IDCreate new trustDelete (Deactivate) Trust
CAS 360 (Company) Resources-Trusts-Trust - General
Trust DetailsUpdate Trust DetailsList of Trust RelationshipsCreate Trust RelationshipDelete Trust Relationship
CAS 360 (Company) Resources-Trusts-Trust Beneficiaries
List of Trust BeneficiariesCreate New Trust BeneficiariesDelete Trust Beneficiaries
CAS 360 (Company) Resources-Trusts-Unit Trusts
List of Unit TransactionsCreate new unit transactionDelete a unit transactionTrust Unitholders Current Balances
CAS 360 (Company) Resources-Trusts-Trust Documents
List of Status TypesDocument Details (Trust)List Documents (Trust)Create New Document Record (Trust)Delete a document (Trust)
CAS 360 (Company) Resources-Trusts-Trust Attachments
Download a Document AttachmentDelete a Document AttachmentUpload a New Attachment to a Given Document
Webhooks
Webhooks
AML / Identity Verification
Contact for Identity VerificationCompleted Identity Verification for a Contact
AML / Identity Screening
Contact for Identity ScreeningCompleted Identity Screening for a Contact
Coming Soon-BGLiD
Request VerificationVerification Status
GuestTrack
Zendesk RequestZendesk TicketUpdate status in bulkhttps://uat-guest-track.bglai.com/external/visit/v1https://uat-guest-track.bglai.com/external/visit/v1https://guest.bglai.com/external/visit/v1Delete businessGuesttrack SmartDocs API Key setupGuestTrack UAT Smartdocs API key set up
SmartDocs 360 Developer API
API Quick Start
Upload single fileUpload multiple filesCheck prediction statusDownload original pdf fileDownload prediction result file
File APIs
/files/files/search/files/msearch/files/projector/files/:fileId/files/:fileId/files/:fileId/files/:fileId/file/files/:fileId/images/files/:fileId/email/files/:fileId/result/files/:fileId/repredict/files/:fileId/copy/files/:fileId/result
Workflow APIs
/workflows/workflows/upload/workflows/:workflowKey/workflows/:workflowKey/upload
SmartDocs AI Studio API
API Quick Start
Upload single fileUpload multiple filesCheck prediction statusDownload original pdf fileDownload prediction result file
File APIs
/files/files/search/files/projector/files/:fileId/files/:fileId/files/:fileId/files/:fileId/file/files/:fileId/images/files/:fileId/email/files/:fileId/result/files/:fileId/repredict/files/:fileId/copy/files/:fileId/result
Workflow APIs
/workflows/workflows/upload/workflows/:workflowKey/workflows/:workflowKey/upload
Introduction
BGL API
Developer - API Management-API Rate Limits
Rate Limit Status
Authorization (OAuth2)-Authorization Code Grant
Obtain an Authorization CodeObtain an Access Token
Authorization (OAuth2)-Refresh Token
Refresh an Access Token
General Resources
Account DetailsUser DetailsRate Limit Status
Simple Fund 360 & Simple Invest 360 Resources-Entity/Fund Lists
Entity ListEntity List with Members
Simple Fund 360 & Simple Invest 360 Resources-Entity - General
Entity DetailsChart of AccountsFeed ProvidersLedger Transactions
Simple Fund 360 & Simple Invest 360 Resources-SMSF Only - General
Member DetailsFund TrusteesATO Lodgements (Fund)ATO Lodgements (Firm)
Simple Fund 360 & Simple Invest 360 Resources-Reports - SMSF Only
Report - Contribution BreakdownReports - Contribution SummaryReport - Member's StatementReport - Pension SummaryReport - Annual Return
Simple Fund 360 & Simple Invest 360 Resources-Reports - All Entities
Report - Balance ReviewReport - Detailed Balance SheetReport - Detailed Operating StatementReport - Distribution ReconciliationReport - General LedgerReport - Investment Income ComparisonReport - Investment MovementReport - Investment SummaryReport - Investment Summary with Data SourceReport - Trial BalanceReport - Data Feed Reconciliation
Simple Fund 360 & Simple Invest 360 Resources-SMSF Establishment
Create FundUpdate Fund DetailsCreate ContactsCreate Member
Simple Fund 360 & Simple Invest 360 Resources-Contacts
List of Contacts (Firm)List of Contacts by IDsList of Contacts (Entity )Update ContactsList of Entity RelationshipsCreate Entity RelationshipsDelete Entity Relationship
Simple Fund 360 & Simple Invest 360 Resources-Workpapers & Audit
WorkpapersUpdate Audit StatusUpload Audit Document
Simple Fund 360 & Simple Invest 360 Resources-Entity Documents-Trust Deed
List Trust Deed Details and DocumentsTrust Deed Details and Document by IDCreate Trust Deed Details and DocumentUpdate Trust Deed DetailsDelete Trust Deed Details
Simple Fund 360 & Simple Invest 360 Resources-Entity Documents
Entity Documents ListUpload DocumentDocument Tags ListDownload Document
Simple Fund 360 & Simple Invest 360 Resources-Labels
List of Entity LabelsList of Entities by LabelDelete Entity LabelsRemove a Label from an EntityCreate Entity LabelAdd a Label to an Entity
CAS 360 (Company) Resources-General Company
List of CompaniesCompany Debt (All Companies)Create new companyDelete CompanyLabelsList of Companies by Label ID
CAS 360 (Company) Resources-Global Addresses
List of AddressesList of Addresses by IDsCreate AddressDelete Address
CAS 360 (Company) Resources-Global Contacts-Contacts - More Details
List Contact AddressesCreate Contact AddressUpdate Contact AddressDelete Contact AddressList Contact Communication DetailsCreate Contact Communication DetailUpdate Contact Communication DetailsDelete Contact Communication DetailList of Director ID & Other Jurisdiction IDCreate Director ID & Other Jurisdiction IDDelete Director ID & Other Jurisdiction ID
CAS 360 (Company) Resources-Global Contacts
List of ContactsList of contacts by IDsUpdate ContactUpdate ContactDelete ContactCreate ContactASIC Agent List
CAS 360 (Company) Resources-Company Resources-Company Details
Company DetailsUpdate Company DetailsCompany Name HistoryCompany Debt (Specific Company)
CAS 360 (Company) Resources-Company Resources-Company Addresses
List of company addressesCreate Company AddressDelete a company address
CAS 360 (Company) Resources-Company Resources-Company Officers
List of officersCreate Company OfficerUpdate Company OfficerDelete an officer
CAS 360 (Company) Resources-Company Resources-Share Transactions
List of Share TransactionsCreate new share transactionDelete a share transactionCompany Shareholders Current Balances
CAS 360 (Company) Resources-Company Resources-Company Info
List Company Business ActivitiesCreate Company Business ActivitiesUpdate Company Business ActivitiesUpdate Company Business ActivitiesDelete Company Business ActivitiesList Company ChargesCreate Company ChargesUpdate Company ChargesUpdate Company ChargesDelete Company Charges
CAS 360 (Company) Resources-Company Resources-Company Documents-Attachments
Download a Document AttachmentDelete a Document AttachmentUpload a New Attachment to a Given Document
CAS 360 (Company) Resources-Company Resources-Company Documents
List of Unlodged Documents (Firm)List of Unlodged Documents (Company)List DocumentsDocument DetailsCreate New Document RecordDelete a documentList of Status TypesAssign a new Status for a Document
CAS 360 (Company) Resources-Trusts-Trust - Management
List of TrustsList of Trusts by Label IDCreate new trustDelete (Deactivate) Trust
CAS 360 (Company) Resources-Trusts-Trust - General
Trust DetailsUpdate Trust DetailsList of Trust RelationshipsCreate Trust RelationshipDelete Trust Relationship
CAS 360 (Company) Resources-Trusts-Trust Beneficiaries
List of Trust BeneficiariesCreate New Trust BeneficiariesDelete Trust Beneficiaries
CAS 360 (Company) Resources-Trusts-Unit Trusts
List of Unit TransactionsCreate new unit transactionDelete a unit transactionTrust Unitholders Current Balances
CAS 360 (Company) Resources-Trusts-Trust Documents
List of Status TypesDocument Details (Trust)List Documents (Trust)Create New Document Record (Trust)Delete a document (Trust)
CAS 360 (Company) Resources-Trusts-Trust Attachments
Download a Document AttachmentDelete a Document AttachmentUpload a New Attachment to a Given Document
Webhooks
Webhooks
AML / Identity Verification
Contact for Identity VerificationCompleted Identity Verification for a Contact
AML / Identity Screening
Contact for Identity ScreeningCompleted Identity Screening for a Contact
Coming Soon-BGLiD
Request VerificationVerification Status
GuestTrack
Zendesk RequestZendesk TicketUpdate status in bulkhttps://uat-guest-track.bglai.com/external/visit/v1https://uat-guest-track.bglai.com/external/visit/v1https://guest.bglai.com/external/visit/v1Delete businessGuesttrack SmartDocs API Key setupGuestTrack UAT Smartdocs API key set up
SmartDocs 360 Developer API
API Quick Start
Upload single fileUpload multiple filesCheck prediction statusDownload original pdf fileDownload prediction result file
File APIs
/files/files/search/files/msearch/files/projector/files/:fileId/files/:fileId/files/:fileId/files/:fileId/file/files/:fileId/images/files/:fileId/email/files/:fileId/result/files/:fileId/repredict/files/:fileId/copy/files/:fileId/result
Workflow APIs
/workflows/workflows/upload/workflows/:workflowKey/workflows/:workflowKey/upload
SmartDocs AI Studio API
API Quick Start
Upload single fileUpload multiple filesCheck prediction statusDownload original pdf fileDownload prediction result file
File APIs
/files/files/search/files/projector/files/:fileId/files/:fileId/files/:fileId/files/:fileId/file/files/:fileId/images/files/:fileId/email/files/:fileId/result/files/:fileId/repredict/files/:fileId/copy/files/:fileId/result
Workflow APIs
/workflows/workflows/upload/workflows/:workflowKey/workflows/:workflowKey/upload
HomeBGL APICAS 360 (Company) Resources-Trusts-Trust - Management

CAS 360 (Company) Resources-Trusts-Trust - Management

Number of APIs: 4

  1. Create new trust POST {{baseUrl}}/cas/trusts

  2. Delete (Deactivate) Trust DELETE {{baseUrl}}/cas/trusts/:trustId

  3. List of Trusts GET {{baseUrl}}/cas/trusts?offset={{offset}}&limit={{limit}}

  4. List of Trusts by Label ID GET {{baseUrl}}/cas/labels/{{labelId}}/trusts?offset={{offset}}&limit={{limit}}

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Assign a new Status for a Document
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List of Trusts