Portfolio

Unlink an investor from its source

PUT/portfolio/investors/{id}/unlink
portfolio:writeportfolio_investor_unlinkDestructiveIdempotent

Detaches an investor record from its upstream source system by nulling its source and source_id, leaving it as a standalone external record with its holdings intact.

Path parameters

  • idintegerRequired#

Responses

200

InvestorResource

PortfolioInvestorResource
{
  "data": {
    "id": 1,
    "client_reference": "string",
    "guid": "string",
    "email": "string",
    "source": "string",
    "name": "string",
    "source_id": "string",
    "created_at": "string",
    "updated_at": "string"
  }
}

Examples

curl -X PUT https://your-org-domain/kong/core/api/v2/portfolio/investors/{id}/unlink\
  -H "Authorization: Bearer $HELM_API_KEY"\
  -H "Content-Type: application/json"