Developer - API Management-API Rate Limits

Rate Limit Status

Authorization (OAuth2)-Authorization Code Grant

Obtain an Authorization Code Obtain an Access Token

Authorization (OAuth2)-Refresh Token

Refresh an Access Token

General Resources

Account Details User Details Rate Limit Status

Simple Fund 360 & Simple Invest 360 Resources-Entity/Fund Lists

Entity List Entity List with Members

Simple Fund 360 & Simple Invest 360 Resources-Entity - General

Entity Details Chart of Accounts Feed Providers Ledger Transactions

Simple Fund 360 & Simple Invest 360 Resources-SMSF Only - General

Member Details Fund Trustees ATO Lodgements (Fund)ATO Lodgements (Firm)

Simple Fund 360 & Simple Invest 360 Resources-Reports - SMSF Only

Report - Contribution Breakdown Reports - Contribution Summary Report - Member's Statement Report - Pension Summary Report - Annual Return

Simple Fund 360 & Simple Invest 360 Resources-Reports - All Entities

Report - Balance Review Report - Detailed Balance Sheet Report - Detailed Operating Statement Report - Distribution Reconciliation Report - General Ledger Report - Investment Income Comparison Report - Investment Movement Report - Investment Summary Report - Investment Summary with Data Source Report - Trial Balance Report - Data Feed Reconciliation

Simple Fund 360 & Simple Invest 360 Resources-SMSF Establishment

Create Fund Update Fund Details Create Contacts Create Member

Simple Fund 360 & Simple Invest 360 Resources-Contacts

List of Contacts (Firm)List of Contacts by IDs List of Contacts (Entity )Update Contacts List of Entity Relationships Create Entity Relationships Delete Entity Relationship

Simple Fund 360 & Simple Invest 360 Resources-Workpapers & Audit

Workpapers Update Audit Status Upload Audit Document

Simple Fund 360 & Simple Invest 360 Resources-Entity Documents-Trust Deed

List Trust Deed Details and Documents Trust Deed Details and Document by ID Create Trust Deed Details and Document Update Trust Deed Details Delete Trust Deed Details

Simple Fund 360 & Simple Invest 360 Resources-Entity Documents

Entity Documents List Upload Document Document Tags List Download Document

Simple Fund 360 & Simple Invest 360 Resources-Labels

List of Entity Labels List of Entities by Label Delete Entity Labels Remove a Label from an Entity Create Entity Label Add a Label to an Entity

CAS 360 (Company) Resources-General Company

List of Companies Company Debt (All Companies)Create new company Delete Company Labels List of Companies by Label ID

CAS 360 (Company) Resources-Global Addresses

List of Addresses List of Addresses by IDs Create Address Delete Address

CAS 360 (Company) Resources-Global Contacts-Contacts - More Details

List Contact Addresses Create Contact Address Update Contact Address Delete Contact Address List Contact Communication Details Create Contact Communication Detail Update Contact Communication Details Delete Contact Communication Detail List of Director ID & Other Jurisdiction ID Create Director ID & Other Jurisdiction ID Delete Director ID & Other Jurisdiction ID

CAS 360 (Company) Resources-Global Contacts

List of Contacts List of contacts by IDs Update Contact Update Contact Delete Contact Create Contact ASIC Agent List

CAS 360 (Company) Resources-Company Resources-Company Details

Company Details Update Company Details Company Name History Company Debt (Specific Company)

CAS 360 (Company) Resources-Company Resources-Company Addresses

List of company addresses Create Company Address Delete a company address

CAS 360 (Company) Resources-Company Resources-Company Officers

List of officers Create Company Officer Update Company Officer Delete an officer

CAS 360 (Company) Resources-Company Resources-Share Transactions

List of Share Transactions Create new share transaction Delete a share transaction Company Shareholders Current Balances

CAS 360 (Company) Resources-Company Resources-Company Info

List Company Business Activities Create Company Business Activities Update Company Business Activities Update Company Business Activities Delete Company Business Activities List Company Charges Create Company Charges Update Company Charges Update Company Charges Delete Company Charges

CAS 360 (Company) Resources-Company Resources-Company Documents-Attachments

Download a Document Attachment Delete a Document Attachment Upload 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 Documents Document Details Create New Document Record Delete a document List of Status Types Assign a new Status for a Document

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

List of Trusts List of Trusts by Label ID Create new trust Delete (Deactivate) Trust

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

Trust Details Update Trust Details List of Trust Relationships Create Trust Relationship Delete Trust Relationship

CAS 360 (Company) Resources-Trusts-Trust Beneficiaries

List of Trust Beneficiaries Create New Trust Beneficiaries Delete Trust Beneficiaries

CAS 360 (Company) Resources-Trusts-Unit Trusts

List of Unit Transactions Create new unit transaction Delete a unit transaction Trust Unitholders Current Balances

CAS 360 (Company) Resources-Trusts-Trust Documents

List of Status Types Document Details (Trust)List Documents (Trust)Create New Document Record (Trust)Delete a document (Trust)

CAS 360 (Company) Resources-Trusts-Trust Attachments

Download a Document Attachment Delete a Document Attachment Upload a New Attachment to a Given Document

AML / Identity Verification

Contact for Identity Verification Completed Identity Verification for a Contact

AML / Identity Screening

Contact for Identity Screening Completed Identity Screening for a Contact

Coming Soon-BGLiD

Request Verification Verification Status

Zendesk Request Zendesk Ticket Update status in bulk https://uat-guest-track.bglai.com/external/visit/v1 https://uat-guest-track.bglai.com/external/visit/v1 https://guest.bglai.com/external/visit/v1 Delete business Guesttrack SmartDocs API Key setup GuestTrack UAT Smartdocs API key set up

SmartDocs 360 Developer API

API Quick Start

Upload single file Upload multiple files Check prediction status Download original pdf file Download prediction result file

/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

/workflows /workflows/upload /workflows/:workflowKey /workflows/:workflowKey/upload

SmartDocs AI Studio API

API Quick Start

Upload single file Upload multiple files Check prediction status Download original pdf file Download prediction result file

/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

/workflows /workflows/upload /workflows/:workflowKey /workflows/:workflowKey/upload

Developer - API Management-API Rate Limits

Rate Limit Status

Authorization (OAuth2)-Authorization Code Grant

Obtain an Authorization Code Obtain an Access Token

Authorization (OAuth2)-Refresh Token

Refresh an Access Token

General Resources

Account Details User Details Rate Limit Status

Simple Fund 360 & Simple Invest 360 Resources-Entity/Fund Lists

Entity List Entity List with Members

Simple Fund 360 & Simple Invest 360 Resources-Entity - General

Entity Details Chart of Accounts Feed Providers Ledger Transactions

Simple Fund 360 & Simple Invest 360 Resources-SMSF Only - General

Member Details Fund Trustees ATO Lodgements (Fund)ATO Lodgements (Firm)

Simple Fund 360 & Simple Invest 360 Resources-Reports - SMSF Only

Report - Contribution Breakdown Reports - Contribution Summary Report - Member's Statement Report - Pension Summary Report - Annual Return

Simple Fund 360 & Simple Invest 360 Resources-Reports - All Entities

Report - Balance Review Report - Detailed Balance Sheet Report - Detailed Operating Statement Report - Distribution Reconciliation Report - General Ledger Report - Investment Income Comparison Report - Investment Movement Report - Investment Summary Report - Investment Summary with Data Source Report - Trial Balance Report - Data Feed Reconciliation

Simple Fund 360 & Simple Invest 360 Resources-SMSF Establishment

Create Fund Update Fund Details Create Contacts Create Member

Simple Fund 360 & Simple Invest 360 Resources-Contacts

List of Contacts (Firm)List of Contacts by IDs List of Contacts (Entity )Update Contacts List of Entity Relationships Create Entity Relationships Delete Entity Relationship

Simple Fund 360 & Simple Invest 360 Resources-Workpapers & Audit

Workpapers Update Audit Status Upload Audit Document

Simple Fund 360 & Simple Invest 360 Resources-Entity Documents-Trust Deed

List Trust Deed Details and Documents Trust Deed Details and Document by ID Create Trust Deed Details and Document Update Trust Deed Details Delete Trust Deed Details

Simple Fund 360 & Simple Invest 360 Resources-Entity Documents

Entity Documents List Upload Document Document Tags List Download Document

Simple Fund 360 & Simple Invest 360 Resources-Labels

List of Entity Labels List of Entities by Label Delete Entity Labels Remove a Label from an Entity Create Entity Label Add a Label to an Entity

CAS 360 (Company) Resources-General Company

List of Companies Company Debt (All Companies)Create new company Delete Company Labels List of Companies by Label ID

CAS 360 (Company) Resources-Global Addresses

List of Addresses List of Addresses by IDs Create Address Delete Address

CAS 360 (Company) Resources-Global Contacts-Contacts - More Details

List Contact Addresses Create Contact Address Update Contact Address Delete Contact Address List Contact Communication Details Create Contact Communication Detail Update Contact Communication Details Delete Contact Communication Detail List of Director ID & Other Jurisdiction ID Create Director ID & Other Jurisdiction ID Delete Director ID & Other Jurisdiction ID

CAS 360 (Company) Resources-Global Contacts

List of Contacts List of contacts by IDs Update Contact Update Contact Delete Contact Create Contact ASIC Agent List

CAS 360 (Company) Resources-Company Resources-Company Details

Company Details Update Company Details Company Name History Company Debt (Specific Company)

CAS 360 (Company) Resources-Company Resources-Company Addresses

List of company addresses Create Company Address Delete a company address

CAS 360 (Company) Resources-Company Resources-Company Officers

List of officers Create Company Officer Update Company Officer Delete an officer

CAS 360 (Company) Resources-Company Resources-Share Transactions

List of Share Transactions Create new share transaction Delete a share transaction Company Shareholders Current Balances

CAS 360 (Company) Resources-Company Resources-Company Info

List Company Business Activities Create Company Business Activities Update Company Business Activities Update Company Business Activities Delete Company Business Activities List Company Charges Create Company Charges Update Company Charges Update Company Charges Delete Company Charges

CAS 360 (Company) Resources-Company Resources-Company Documents-Attachments

Download a Document Attachment Delete a Document Attachment Upload 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 Documents Document Details Create New Document Record Delete a document List of Status Types Assign a new Status for a Document

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

List of Trusts List of Trusts by Label ID Create new trust Delete (Deactivate) Trust

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

Trust Details Update Trust Details List of Trust Relationships Create Trust Relationship Delete Trust Relationship

CAS 360 (Company) Resources-Trusts-Trust Beneficiaries

List of Trust Beneficiaries Create New Trust Beneficiaries Delete Trust Beneficiaries

CAS 360 (Company) Resources-Trusts-Unit Trusts

List of Unit Transactions Create new unit transaction Delete a unit transaction Trust Unitholders Current Balances

CAS 360 (Company) Resources-Trusts-Trust Documents

List of Status Types Document Details (Trust)List Documents (Trust)Create New Document Record (Trust)Delete a document (Trust)

CAS 360 (Company) Resources-Trusts-Trust Attachments

Download a Document Attachment Delete a Document Attachment Upload a New Attachment to a Given Document

AML / Identity Verification

Contact for Identity Verification Completed Identity Verification for a Contact

AML / Identity Screening

Contact for Identity Screening Completed Identity Screening for a Contact

Coming Soon-BGLiD

Request Verification Verification Status

Zendesk Request Zendesk Ticket Update status in bulk https://uat-guest-track.bglai.com/external/visit/v1 https://uat-guest-track.bglai.com/external/visit/v1 https://guest.bglai.com/external/visit/v1 Delete business Guesttrack SmartDocs API Key setup GuestTrack UAT Smartdocs API key set up

SmartDocs 360 Developer API

API Quick Start

Upload single file Upload multiple files Check prediction status Download original pdf file Download prediction result file

/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

/workflows /workflows/upload /workflows/:workflowKey /workflows/:workflowKey/upload

SmartDocs AI Studio API

API Quick Start

Upload single file Upload multiple files Check prediction status Download original pdf file Download prediction result file

/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

/workflows /workflows/upload /workflows/:workflowKey /workflows/:workflowKey/upload

Home SmartDocs 360 Developer API Workflow APIs/workflows

/workflows

POST {{baseUrl}}/workflows?projectId={{projectId}}

Request Params

Key	Datatype	Required	Description
`projectId`	string

/workflows/upload