Portfolio

Queue distribution notice generation for a transaction

POST/portfolio/reports/distribution-notice
portfolio:writeportfolio_distribution_notice

Retrieves investor cash-flow records for the specified transaction, creates a parent audit record, then dispatches one generation job per cash-flow. Each job produces a PDF notice for a single investor.

Request body

application/json, required · PortfolioDistributionNoticeRequest

  • titlestringRequired#
  • descriptionstring#
  • transaction_idintegerRequired#
  • tax_footnotestring#
{
  "title": "string",
  "description": "string",
  "transaction_id": 1,
  "tax_footnote": "string"
}

Responses

200
{
  "message": "Distribution notice queued for generation"
}
422

Validation error

Examples

curl -X POST https://your-org-domain/kong/core/api/v2/portfolio/reports/distribution-notice\
  -H "Authorization: Bearer $HELM_API_KEY"\
  -H "Content-Type: application/json"\
  -d '{
  "title": "string",
  "description": "string",
  "transaction_id": 1,
  "tax_footnote": "string"
}'