Types
Every named schema in the Helm Core API v2 (807). Request and response types on each reference page link here, and each type lists the operations that use it.
A
- Account
- AccountDevice
- AccountDeviceList
- AccountEnvelope
- AccountSettings
- AccountSettingsEnvelope
- AccountSettingsUpdate
- AnalyticsMetric
- AnalyticsMetricEnvelope
- AnalyticsOverview
- AnalyticsOverviewEnvelope
- AnalyticsRangeBounds
- AppropriatenessTest
- ApprovalEligibleUser
- ApprovalEligibleUserList
- ApprovalRequest
- ApprovalRequestChoice
- ApprovalRequestEnvelope
- ApprovalRequestStep
- ApprovalRequestVoter
- ApprovalTimelineEntry
- ApprovalTimelineList
- ApprovalVoteWrite
- ApprovalWorkflow
- ApprovalWorkflowEnvelope
- ApprovalWorkflowList
- ApprovalWorkflowReplace
- ApprovalWorkflowReplaceEnvelope
- ApprovalWorkflowStep
- ApprovalWorkflowStepInput
- AuditEntry
- AuditEntryEnvelope
- AuditEntryList
B
C
- CcList
- CcListCreate
- CcListEnvelope
- CcListList
- CcListRecipient
- CcListRecipientInput
- CcListRecipientReplace
- CcListRecipientSet
- CcListUpdate
- Classification
- ClassificationCreate
- ClassificationEnvelope
- ClassificationList
- ClassificationMember
- ClassificationMemberCreate
- ClassificationMemberEnvelope
- ClassificationMemberList
- ClassificationRequirement
- ClassificationRequirementCreate
- ClassificationRequirementEnvelope
- ClassificationRequirementList
- ClassificationRequirementReplaceItem
- ClassificationRequirementReplacement
- ClassificationRequirementUpdate
- ClassificationUpdate
- CommunicationsEngagementSeries
- CommunicationsOverviewStats
- CommunicationsSentEmailsSeries
- Community
- CommunityComment
- CommunityCommentEnvelope
- CommunityDeal
- CommunityFile
- CommunityJoinRequest
- CommunityMember
- CommunityPermission
- CommunityRole
- CommunityType
- CompatibleFieldTypes
- Compliance
- ComplianceClassificationGate
- ComplianceForm
- ComplianceImplementation
- ComplianceReport
- ComplianceSignOff
- ComplianceTemplate
- ComplianceTemplatePreview
- Contract
- ContractDocument
- ContractDocumentList
- ContractEnvelope
- ContractList
- ContractTemplate
- ContractTemplateEnvelope
- ContractTemplateList
- CounterVersion
- CounterVersionEnvelope
- CounterVersionList
- CreationDefaults
- CreationDefaultsInput
- Currency
- CurrencyEnvelope
- CurrencyList
- CursorPage
D
- Dashboard
- DashboardCreate
- DashboardEnvelope
- DashboardList
- DashboardRssFeed
- DashboardRssFeedEnvelope
- DashboardRssItem
- DashboardUpdate
- DataCaptureField
- DataCaptureFieldList
- DataCaptureForm
- DataCaptureFormCreate
- DataCaptureFormEnvelope
- DataCaptureFormList
- DataCaptureFormUpdate
- Deal
- DealBookmark
- DealBookmarkEnvelope
- DealClassification
- DealClassificationInput
- DealClassificationReplace
- DealClassificationSet
- DealComment
- DealCommentCreate
- DealCommentEnvelope
- DealCommentList
- DealCommentUpdate
- DealCreate
- DealCustomStatus
- DealCustomStatusEnvelope
- DealCustomStatusValue
- DealCustomTab
- DealCustomTabCreate
- DealCustomTabEnvelope
- DealCustomTabList
- DealCustomTabUpdate
- DealEnquiry
- DealEnquiryCreate
- DealEnquiryEnvelope
- DealEnquiryList
- DealEnvelope
- DealExclusion
- DealExclusionInput
- DealExclusionReplace
- DealExclusionSet
- DealFeedback
- DealFeedbackCreate
- DealFeedbackEnvelope
- DealFeedbackList
- DealFeedbackMarkRead
- DealFeedbackMarkReadResult
- DealKeyContact
- DealKeyContactCreate
- DealKeyContactEnvelope
- DealKeyContactList
- DealKeyContactUpdate
- DealList
- DealLocation
- DealLocationCreate
- DealLocationEnvelope
- DealLocationList
- DealLocationReplaceItem
- DealLocationReplacement
- DealLocationUpdate
- DealLookupOption
- DealLookups
- DealPromote
- DealQuestion
- DealQuestionCreate
- DealQuestionEnvelope
- DealQuestionList
- DealQuestionMarkRead
- DealQuestionReply
- DealQuestionReplyCreate
- DealQuestionReplyEnvelope
- DealQuestionReplyList
- DealQuestionUpdate
- DealReportRow
- DealReportRowList
- DealSetCustomStatus
- DealSettings
- DealSettingsEnvelope
- DealSettingsUpdate
- DealTab
- DealTabType
- DealTabTypeEnvelope
- DealTabTypeList
- DealTeamMember
- DealTeamMemberCreate
- DealTeamMemberEnvelope
- DealTeamMemberList
- DealTeamMemberUpdate
- DealTranche
- DealTrancheCreate
- DealTrancheEnvelope
- DealTrancheList
- DealTrancheUpdate
- DealUnreadCounts
- DealUnreadCountsEnvelope
- DealUpdate
- DealViewerRow
- DealViewerRowList
- DealVisibility
- DealVisibilityCandidates
- DealVisibilityInput
- DealVisibilityInvestor
- DealVisibilityInvestorList
- DealVisibilityReplace
- DealVisibilitySet
- Directory
- DirectoryFolder
- DirectoryFolderEnvelope
- DistributionList
- DistributionListCreate
- DistributionListEnvelope
- DistributionListList
- DistributionListMember
- DistributionListMemberInput
- DistributionListMemberReplace
- DistributionListMemberSet
- DistributionListSend
- DistributionListSendCreate
- DistributionListSendEnvelope
- DistributionListSendList
- DistributionListUpdate
- Document
- DocumentBulkCreate
- DocumentBulkDelete
- DocumentBulkReport
- DocumentBulkUpdate
- DocumentCreate
- DocumentDuplicate
- DocumentEnvelope
- DocumentHistoryEvent
- DocumentHistoryEventList
- DocumentList
- DocumentMassUpload
- DocumentMassUploadComplete
- DocumentMassUploadCreate
- DocumentMassUploadEnvelope
- DocumentMassUploadItem
- DocumentMassUploadItemList
- DocumentMassUploadList
- DocumentMassUploadPartUrls
- DocumentMassUploadPartUrlsEnvelope
- DocumentMassUploadPartUrlsRequest
- DocumentPermissions
- DocumentPermissionsEnvelope
- DocumentSettings
- DocumentSettingsEnvelope
- DocumentSettingsUpdate
- DocumentTeamPermission
- DocumentTeamPermissionReplace
- DocumentTeamPermissionSet
- DocumentTemplate
- DocumentTemplateEnvelope
- DocumentTemplateFileConflict
- DocumentTemplateList
- DocumentTemplatePosition
- DocumentTemplatePositionCondition
- DocumentTemplatePositionInput
- DocumentTemplatePositionStyle
- DocumentTemplateUpdate
- DocumentUpdate
- DocumentUserPermission
- DocumentUserPermissionReplace
- DocumentUserPermissionSet
- DocumentView
- DocumentViewList
- DocumentViewListWithTotals
- DocumentViewTotals
- DocusignTemplate
- DocusignTemplateList
E
- EditRequest
- EditRequestEnvelope
- EditRequestList
- EmailTemplate
- EmailTemplateEnvelope
- EmailTemplateList
- EmailTheme
- EmailThemeEnvelope
- EmailThemeList
- EmailThemeSettings
- EmailThemeSettingsEnvelope
- EmailThemeSettingsUpdate
- EngagementCounts
- Entrepreneur
- EntrepreneurCreate
- EntrepreneurEnvelope
- EntrepreneurList
- EntrepreneurUpdate
- Error
- ErrorDetail
- EventInterest
- EventReportRow
- EventReportRowList
- EventType
- ExternalInvestor
- ExternalInvestorEnvelope
- ExternalInvestorList
F
- FeedbackReadState
- FeedbackReadStateEnvelope
- FlowTemplate
- FlowTemplateClassification
- FlowTemplateCondition
- FlowTemplateConditionGroup
- FlowTemplateDetail
- FlowTemplateDisplayCondition
- FlowTemplateEnvelope
- FlowTemplateField
- FlowTemplateInstantiate
- FlowTemplateList
- FlowTemplatePage
- FlowTemplateRoute
- Folder
- FolderBulkDelete
- FolderBulkReport
- FolderBulkUpdate
- FolderCreate
- FolderDeal
- FolderEnvelope
- FolderImport
- FolderImportCreate
- FolderImportCreated
- FolderImportEnvelope
- FolderImportFolder
- FolderImportFolderList
- FolderImportList
- FolderList
- FolderListWithTotals
- FolderPermissionsApply
- FolderTeamPermission
- FolderTeamPermissionReplace
- FolderTeamPermissionSet
- FolderTotals
- FolderType
- FolderTypeEnvelope
- FolderTypeList
- FolderUpdate
- FolderUserPermission
- FolderUserPermissionReplace
- FolderUserPermissionSet
- FolderView
- FolderViewList
- FolderViewListWithTotals
- FolderViewTotals
- Form
- FormConditionProposal
- FormCopy
- FormCreate
- FormEnvelope
- FormField
- FormFieldCondition
- FormFieldConditionWrite
- FormFieldCreate
- FormFieldEnvelope
- FormFieldList
- FormFieldUpdate
- FormFieldWrite
- FormFile
- FormFileEnvelope
- FormFileList
- FormImplementation
- FormImplementationEnvelope
- FormList
- FormPageWrite
- FormStatusAliasEnvelope
- FormStatusAliasForm
- FormSubmission
- FormSubmissionCreate
- FormSubmissionEnvelope
- FormSubmissionList
- FormSubmissionUpdate
- FormSuggestConditionsJobEnvelope
- FormSuggestConditionsResult
- FormTemplate
- FormTemplateAdd
- FormTemplateSet
- FormUpdate
G
H
I
- InternalUser
- InternalUserBulkActivate
- InternalUserBulkReport
- InternalUserBulkSuspend
- InternalUserCreate
- InternalUserEmail
- InternalUserEmailEnvelope
- InternalUserEmailList
- InternalUserEnvelope
- InternalUserList
- InternalUserRole
- InternalUserRoleInput
- InternalUserRoleReplace
- InternalUserRoleSet
- InternalUserSetSsoId
- InternalUserSuspend
- InternalUserUpdate
- Investment
- InvestmentEnvelope
- InvestmentList
- InvestmentListWithTotals
- InvestmentTotals
- Investor
- InvestorAction
- InvestorActionEnvelope
- InvestorActionList
- InvestorAppropriatenessTest
- InvestorAppropriatenessTestEnvelope
- InvestorAppropriatenessTestList
- InvestorBulkActivate
- InvestorBulkCreate
- InvestorBulkReport
- InvestorBulkSuspend
- InvestorClassification
- InvestorClassificationInput
- InvestorClassificationReplace
- InvestorClassificationSet
- InvestorCreate
- InvestorCustomFolder
- InvestorCustomFolderCreate
- InvestorCustomFolderCreated
- InvestorCustomFolderEnvelope
- InvestorCustomFolderList
- InvestorEmail
- InvestorEmailEnvelope
- InvestorEmailList
- InvestorEnvelope
- InvestorList
- InvestorNote
- InvestorNoteCreate
- InvestorNoteEnvelope
- InvestorNoteList
- InvestorNoteUpdate
- InvestorPreference
- InvestorPreferenceClassification
- InvestorPreferenceClassificationSet
- InvestorPreferenceCreate
- InvestorPreferenceEnvelope
- InvestorPreferenceImplementation
- InvestorPreferenceImplementationCreate
- InvestorPreferenceImplementationEnvelope
- InvestorPreferenceImplementationList
- InvestorPreferenceList
- InvestorPreferenceLookup
- InvestorPreferenceLookupList
- InvestorPreferenceUpdate
- InvestorSetKeyContact
- InvestorSetSsoId
- InvestorSuspend
- InvestorUpdate
- Invite
- InviteBulkReport
- InviteBulkResend
- InviteBulkRevoke
- InviteBulkSend
- InviteCreate
- InviteEnvelope
- InviteExtend
- InviteHistoryEvent
- InviteHistoryList
- InviteList
- InviteUpdate
J
K
L
M
N
O
- OAuthError
- OAuthTokenRequest
- OffsetPage
- OnboardingFlow
- OnboardingFlowClassification
- OnboardingFlowClassificationCreate
- OnboardingFlowClassificationEnvelope
- OnboardingFlowClassificationList
- OnboardingFlowConditionSetWrite
- OnboardingFlowConditionWrite
- OnboardingFlowCreate
- OnboardingFlowCustomConditionWrite
- OnboardingFlowEnvelope
- OnboardingFlowForm
- OnboardingFlowFormCreate
- OnboardingFlowFormEnvelope
- OnboardingFlowFormList
- OnboardingFlowList
- OnboardingFlowRouteWrite
- OnboardingFlowUpdate
- OnboardingSession
- OnboardingSessionBulkReset
- OnboardingSessionBulkResetCount
- OnboardingSessionBulkResetJobEnvelope
- OnboardingSessionBulkResetResult
- OnboardingSessionCreate
- OnboardingSessionEnvelope
- OnboardingSessionForm
- OnboardingSessionFormEnvelope
- OnboardingSessionList
- OnboardingSessionReport
- OnboardingSessionReportEnvelope
- OnboardingSessionResetOptions
- OnboardingSessionVerify
- OnboardingStatus
- OpenGraphPreview
- OptionPreset
- OptionPresetCreate
- OptionPresetEnvelope
- OptionPresetList
- OptionPresetUpdate
- OrganisationSettings
- OrganisationSettingsEnvelope
- OrganisationSettingsUpdate
- OrgContentActivityEnvelope
- OrgContentActivityUpdate
- OrgContentCommentCreate
- OrgContentList
- OrgContentSetting
- OrgContentSettingEnvelope
- OrgContentSettingReplace
- OrgContentSettingSet
- OrgEvent
- OrgEventComment
- OrgEventCommentEnvelope
- OrgEventCommentList
- OrgEventCreate
- OrgEventEnvelope
- OrgEventFeatured
- OrgEventList
- OrgEventRsvpEnvelope
- OrgEventRsvpResponse
- OrgEventRsvpResponseList
- OrgEventRsvpUpdate
- OrgEventUpdate
- OrgImageEnvelope
- OrgNews
- OrgNewsComment
- OrgNewsCommentEnvelope
- OrgNewsCommentList
- OrgNewsCreate
- OrgNewsEnvelope
- OrgNewsFeatured
- OrgNewsList
- OrgNewsUpdate
- OrgResource
- OrgResourceComment
- OrgResourceCommentEnvelope
- OrgResourceCommentList
- OrgResourceCreate
- OrgResourceEnvelope
- OrgResourceList
- OrgResourceUpdate
P
- Permission
- PermissionEnvelope
- PermissionErrorDetail
- PermissionList
- PortfolioAddPartialAssetRequest
- PortfolioAdjustmentType
- PortfolioAppendImportSourceRequest
- PortfolioAssetClass
- PortfolioAssetResource
- PortfolioAssetStructure
- PortfolioAssetTransferResource
- PortfolioAssetValuationResource
- PortfolioAssetValuationUpdateRequest
- PortfolioBulkInvestorDocumentUploadRequest
- PortfolioBulkUploadTemplates
- PortfolioCapitalCallFilterData
- PortfolioCapitalCallNoticeRequest
- PortfolioCashFlowResource
- PortfolioCashFlowType
- PortfolioConfigSettingsRequest
- PortfolioCreateAdjustmentRequest
- PortfolioCreateAssetTransferPITRequest
- PortfolioCreateAssetTransferRequest
- PortfolioCreateCapitalCallRequest
- PortfolioCreateDirectAssetRequest
- PortfolioCreateDistributionDividendRequest
- PortfolioCreateDistributionOtherIncomeRequest
- PortfolioCreateDistributionRedemptionRequest
- PortfolioCreateFeeRequest
- PortfolioCreateFundCashPotRequest
- PortfolioCreateFundDistributionDividendRequest
- PortfolioCreateFundDistributionOtherIncomeRequest
- PortfolioCreateFundDistributionRedemptionRequest
- PortfolioCreateFundInvestmentRequest
- PortfolioCreateGeographicLocation
- PortfolioCreateImportJobRequest
- PortfolioCreateInvestmentRequest
- PortfolioCreateJobOperationRequest
- PortfolioCreatePrivateEquityFundRequest
- PortfolioCreateRequestedTransactionRequest
- PortfolioCreateSourceOperationRequest
- PortfolioCreateSubscriptionRequest
- PortfolioDistributionInvestmentType
- PortfolioDistributionNoticeRequest
- PortfolioEditGeographicLocation
- PortfolioEntityMatch
- PortfolioFeeType
- PortfolioFormCalculateFundRedemptionValuesRequest
- PortfolioFormCalculateNumberOfSharesRequest
- PortfolioFormCalculateRedemptionValuesRequest
- PortfolioFormCalculateRequestRedemptionValuesRequest
- PortfolioFormCalculateTotalValueRequest
- PortfolioFundCashCreditRequest
- PortfolioFundCashDebitRequest
- PortfolioFundCashMovementRequest
- PortfolioFundCashPotResource
- PortfolioFundType
- PortfolioImportSourceStatus
- PortfolioInvalidateByScopeRequest
- PortfolioInvestmentTableFilter
- PortfolioInvestor
- PortfolioInvestorAssetsRequest
- PortfolioInvestorResource
- PortfolioJobAuditResource
- PortfolioJobAuditStatus
- PortfolioJsonResource
- PortfolioLengthAwarePaginator
- PortfolioMarkCapitalCallPaidRequest
- PortfolioMetricInterval
- PortfolioNotFoundError
- PortfolioPartialCapitalCallPaymentRequest
- PortfolioQuarterlyReportRequest
- PortfolioReportedStatementRequest
- PortfolioReportedStatementResource
- PortfolioReportSettings
- PortfolioReportSettingsRequest
- PortfolioRequestedTransactionFilterData
- PortfolioRequestedTransactionResource
- PortfolioRequestedTransactionState
- PortfolioRequestedTransactionType
- PortfolioResetAssetRequest
- PortfolioResolveImportEntitiesRequest
- PortfolioResourceCollection
- PortfolioReviewRuleAction
- PortfolioReviewRuleActionRequest
- PortfolioSourceType
- PortfolioStageEnum
- PortfolioStoreInvestorRequest
- PortfolioStoreTenantRequest
- PortfolioSubPositionType
- PortfolioSubscriptionType
- PortfolioTaxType
- PortfolioTenantStatus
- PortfolioTransactionResource
- PortfolioTransactionTableType
- PortfolioTransactionType
- PortfolioTransactionTypeGuidesRequest
- PortfolioUnauthorizedError
- PortfolioUnitsHeldFundRequest
- PortfolioUnitsHeldRequest
- PortfolioUpdateAssetConfigurationRequest
- PortfolioUpdateDirectAssetRequest
- PortfolioUpdateImportJobRequest
- PortfolioUpdateImportSourceRequest
- PortfolioUpdateInvestorRequest
- PortfolioUpdatePrivateEquityFundRequest
- PortfolioUpdateRequestedTransactionRequest
- PortfolioUpdateTenantRequest
- PortfolioUpsertUserCurrencyRequest
- PortfolioValidationError
- Post
- PostEnvelope
- PostLike
- PostLocation
Q
R
S
- Semantic
- SemanticItem
- SemanticsEnvelope
- SemanticsReplace
- SentEmail
- SentEmailEnvelope
- SentEmailList
- Signature
- SignatureEnvelope
- SignatureList
- SignatureRequest
- SignatureRequestEnvelope
- SignatureRequestList
- SignatureSummaryEnvelope
- StateErrorDetail
- StepConfigOverride
- StepConfigOverrideEnvelope
- StepConfigOverrideList
- StepDocumentUpload
- StepDocumentUploadEnvelope
- StepDocumentUploadList
- SubmissionDocumentJobEnvelope
- SubmissionDocumentJobResult
- SubmissionDocumentsGenerate
- SubmissionReferenceDetail
- SupportFeedback
- SupportFeedbackCreate
- SupportFeedbackEnvelope