Qodex.ai

Entity List with Members

GET {{baseUrl}}/fund/listWithMembers?offset={{offset}}&max={{max}}

Allows you to retrieve a list of entities owned by the resource owner (BGL User), which also returns the fund id, which can be used for subsequent API requests.

API Scopes

The following API scopes can access this resouce

  • investment
  • audit
  • smsf_partner

Refer to API Pagination for an explanation on using offset and limit parameters.

Response

KeyData TypeComments
fundIDStringUnique ID for entity across all of SF360
fundCodeStringCode issued to the entity by the account owner
fundNameStringThe name of the entity
entityTypeStringThe type of entity. This will be one of the following. (SMSF/ BillableTrust/ BillableCompany/ BillableIndividual)
codeStringCode issued to the entity by the account owner in SF360
sfcodeStringCode issued to the fuentitynd by the account owner in SF Desktop
ABNnumberABN of the entity if entered in SF360
firmNameStringThe name of the SF360 Account owner (Business Name)
firmStringShort Code issued to identify the SF360 Account Owner
fundEmailStringEmail address for the entity
membersObjectObject of Member Details

Request Params

KeyDatatypeRequiredDescription
offsetstring'OPTIONAL'
maxstring'OPTIONAL'

HEADERS

KeyDatatypeRequiredDescription
Authorizationstring

RESPONSES

status: OK

{"funds":[{"fundID":"8a9c9e744ebc893a014ebd429dea000c","fundCode":"THEMOTIV0737","fundName":"The Motivated Super Fund","code":"THEMOTIV0737","sfCode":null,"ABN":"32087112105","firmName":"McSmith Accountants","firm":"mcsmith","fundEmail":"TheMotivatedSuperFund@bglnotes.com.au","members":[{"memberRefKey":"MZGUqVmfz6A=","firstName":"Homer","lastName":"Simpson","title":"Mr","dob":"1950-01-01","address":{"streetLine1":"742 Everegreen Terrace","streetLine2":"","city":"Springfield","state":"VICTORIA","country":"AU","postCode":"3000"},"email":null,"gender":"Male"},{"memberRefKey":"AOs6Ajm6aq4=","firstName":"Marge","lastName":"Simpson","title":"Mrs","dob":"1957-07-01","address":{"streetLine1":"742 Everegreen Terrace","streetLine2":"","city":"Springfield","state":"VICTORIA","country":"AU","postCode":"3000"},"email":null,"gender":"Female"}]},{"fundID":"8a9c9e93532a7b2f01532b4b7c8500b8","fundCode":"THEINTER0032","fundName":"The International Super Fund","code":"THEINTER0032","sfCode":null,"ABN":"","firmName":"McSmith Accountants","firm":"mcsmith","fundEmail":null},{"fundID":"8a9c9ed35182fe7e01518426e7ef0016","fundCode":"THEGRIFF0444","fundName":"The Griffin Family Super Fund","code":"THEGRIFF0444","sfCode":null,"ABN":"12004045440","firmName":"McSmith Accountants","firm":"mcsmith","fundEmail":null,"members":[{"memberRefKey":"ZSGw/COfp5c=","firstName":"Homer","lastName":"Simpson","title":"Mr","dob":"1950-01-01","address":{"streetLine1":"742 Everegreen Terrace","streetLine2":"","city":"Springfield","state":"VICTORIA","country":"AU","postCode":"3000"},"email":null,"gender":"Male"}]}]}