Transaction Management

Routes for managing transactions and investor journeys.

Load Workflow Structure

GET/deals/deal/:dealId/workflow-status

Retrieve the full Workflow for a specified deal.

Required attributes

Name
dealId
Type
string
Description
The unique identifier of the deal

Description

This endpoint returns the full Workflow for the specified deal, providing information to construct requests for moving investors along the workflow.

cURL

curl https://your.platform.url/api/gateway/deals/deal/056802c0-dfa6-4593-b449-f9932683d5ee/workflow-status \
  -H "Authorization: Bearer {token}"

Sample Response

{
  "id": "056802c0-dfa6-4593-b449-f9932683d5ee",
  "label": "Example Workflow",
  "description": "This is a sample workflow",
  "steps": [
    {
      "id": "fab0ffe9-6797-4801-943c-d5dd811934fd",
      "label": "Indicate Commitment",
      "type": "default",
      "previousStepLinks": [
        {
          "fromStepId": "6195ea1f-73f1-496d-9ec3-7c3ae2b44fdf",
          "toStepId": "fab0ffe9-6797-4801-943c-d5dd811934fd"
        }
      ],
      "nextStepLinks": [
        {
          "fromStepId": "fab0ffe9-6797-4801-943c-d5dd811934fd",
          "toStepId": "fdc826cc-21ef-4c62-8b2a-c6b2435b1138"
        }
      ],
      "stepFields": [
        {
          "fieldKey": "committed_amount",
          "required": true
        }
      ]
    }
  ],
  "investorEngagementEnabled": true
}

Update Investor Journey

POST/deals/deal/:dealId/jump-to-step

Move an investor forward or backward within a Workflow.

Required attributes

Name
dealId
Type
string
Description
The unique identifier of the deal
Name
investorUserId
Type
string
Description
The ID of the investor to move
Name
targetStepId
Type
string
Description
The unique ID of the Workflow Step to move the investor to
Name
data
Type
object
Description
Object containing data for the target step or intermediary steps

Description

Move an investor within a Workflow, ensuring required fields are populated and step requirements are met.

cURL

curl -X POST https://your.platform.url/api/gateway/deals/deal/35fe515a-53df-4d14-96e5-1b2e22984ae6/jump-to-step \
  -H "Authorization: Bearer {token}" \
  -H "Content-Type: application/json" \
  -d '{
    "investorUserId": "fabc653f-e974-4903-b47f-5ad607c52098",
    "targetStepId": "739b24ea-b31c-4e03-baa5-d13dda435692",
    "data": {
      "currency_code": "EUR",
      "committed_amount": "100"
    }
  }'

Load Investor Journey

GET/deals/deal/:dealId/investor-data/:investorUserId

Retrieve Workflow Events for a specific deal and investor.

Required attributes

Name
dealId
Type
string
Description
The unique identifier of the deal
Name
investorUserId
Type
string
Description
The ID of the investor

Description

Returns basic investor information and their journey (workflow events) for the given deal.

cURL

curl https://your.platform.url/api/gateway/deals/deal/35fe515a-53df-4d14-96e5-1b2e22984ae6/investor-data/fabc653f-e974-4903-b47f-5ad607c52098 \
  -H "Authorization: Bearer {token}"

Sample Response

{
  "investor": {
    "id": "fabc653f-e974-4903-b47f-5ad607c52098"
  },
  "journey": [
    {
      "id": "9f7fdaf2-50ac-42f1-bfa3-5c35477a0cd5",
      "fromStepId": null,
      "toStepId": "6f801ae3-bfb7-40e9-af1c-cacf9b7bf0a5",
      "data": {
        "currency_code": "EUR",
        "committed_amount": "100"
      },
      "createdByUserId": "fabc653f-e974-4903-b47f-5ad607c52098",
      "createdAt": "2024-09-09T09:13:40.252Z"
    }
  ]
}

Load All Investor Journeys

GET/deals/deal/:dealId/all-investor-workflows

Retrieve paginated list of investor journeys for a deal.

Optional Query Parameters

Name
limit
Type
number
Description
Number of results per page
Name
page
Type
number
Description
Page number to retrieve
Name
query
Type
string
Description
Filter results by investor name or email address

Description

Returns a paginated list of investor journeys for a specific deal.

cURL

curl https://your.platform.url/api/gateway/deals/deal/35fe515a-53df-4d14-96e5-1b2e22984ae6/all-investor-workflows?limit=10&page=1 \
  -H "Authorization: Bearer {token}"

Sample Response

{
  "output": [
    {
      "investor": {
        "id": "fabc653f-e974-4903-b47f-5ad607c52098"
      },
      "journey": [
        {
          "id": "9f7fdaf2-50ac-42f1-bfa3-5c35477a0cd5",
          "toStepId": "6f801ae3-bfb7-40e9-af1c-cacf9b7bf0a5",
          "data": {
            "currency_code": "EUR",
            "committed_amount": "100"
          },
          "createdAt": "2024-09-09T09:13:40.252Z"
        }
      ]
    }
  ],
  "page": 1,
  "totalPages": 1
}

Get investor form implementation

GET/deals/workflow/step/:stepId/investor-form-implementation

Gets a given investors form implementation ID for a given workflow step

Optional Query Parameters

Name
stepId
Type
string
Description
The unique identifier of the workflow step
Name
dealId
Type
string
Description
The unique identifier of the deal
Name
investorUserId
Type
string
Description
The ID of the investor

cURL

curl https://your.platform.url/api/gateway/deals/workflow/step/fab0ffe9-6797-4801-943c-d5dd811934fd/investor-form-implementation?investorUserId=fabc653f-e974-4903-b47f-5ad607c52098&dealId=056802c0-dfa6-4593-b449-f9932683d5ee \
  -H "Authorization: Bearer {token}"

Sample Response

{
  "id": "9f7fdaf2-50ac-42f1-bfa3-5c35477a0cd5"
}

Get All Active Investors

POST/deals/deal/all-transactions

Load all active investors on the platform, with counts for their in progress and completed deals.

Optional Query Parameters

Name
limit
Type
number
Description
Number of results per page
Name
page
Type
number
Description
Page number to retrieve

Optional Body Parameters

Name
nameOrEmail
Type
string
Description
Name or email address to filter investors by

cURL

curl -X POST https://your.platform.url/api/gateway/deals/deal/all-transactions?page=1&limit=1 \
  -H "Authorization: Bearer {token}" \
  -H "Content-Type: application/json" \
  -d '{
    "nameOrEmail": "test",
  }'

Sample Response

{
   "output": [
      {
         "investor": {
            "id": "b3d77fd9-d06f-469a-af3a-ae0dd238554d",
            "remoteId": "3aad8180-3a93-11ee-86d3-c7cb4f126124",
            "dataSource": "user_data_service",
            "teamUserId": null,
            "kycCheckLevel": null,
            "contact": {
               "guid": "3aad8180-3a93-11ee-86d3-c7cb4f126124",
               "externalId": null,
               "userType": 1,
               "status": "Active",
               "contact": {
                  "forename": "Test",
                  "middleNames": null,
                  "surname": "Investor",
                  "title": "Mr",
                  "nickname": null,
                  "dateOfBirth": null,
                  "email": "test@deliowealth.com"
               },
               "username": "test-investor",
               "profilePhotoFileKey": null,
               "name": "Test Investor",
               "classifications": [
                  {
                     "investorClassId": "269",
                     "organisation": null,
                     "investorClass": "High Net Worth",
                     "name": "prototype_org_high_net_worth",
                  }
               ],
               "fullName": "Mr Test Investor",
               "tfaEnabled": false,
               "compliance": "Completed"
            }
         },
         "dealsCompletedCount": "7",
         "dealsInProgressCount": "27",
         "dealsTotal": "34"
      }
   ],
   "page": 1,
   "totalPages": 48
}