DBT Capital

DBT Capital Portfolio API

Client portfolio management

GitHub OpenAPI

Operations 84

GET /portfolio/organizations/{orgId}/clusters Get clusters for an organization #
GET /portfolio/organizations/{orgId}/loans Get loans for an organization #
GET /portfolio/organizations/{orgId}/payment-scores Get payment scores for an organization #
GET /portfolio/organizations/{orgId}/client-status Get client status for an organization #
POST /portfolio/organizations/{orgId}/client-status Set a new client status for an organization #
GET /portfolio/organizations/{orgId}/client-status/change-log Get client status change log for an organization #
POST /portfolio/organizations/{orgId}/alerts/recalculate Recalculate alerts for organization #
GET /portfolio/organizations/{orgId}/loss-given-default/with-stored-collaterals Get loss given default (LGD) with stored collaterals #
GET /portfolio/organizations/{orgId}/loan-invoices Get loan invoices #
GET /portfolio/organizations/{orgId}/organization-reviews/latest Get latest review for an organization #
POST /portfolio/organizations/{orgId}/organization-reviews/review-request Create review request for an organization #
GET /portfolio/organizations/{orgId}/organization-reviews/schedule/status Get review schedule status for organization #
PATCH /portfolio/organizations/{orgId}/collaterals Update collateral valuation for an organization #
GET /portfolio/organizations/{orgId}/collaterals Get collateral valuation for an organization #
GET /portfolio/organizations List organizations #
GET /portfolio/organizations/v2 List organizations #
GET /portfolio/organizations/ids List organization IDs #
GET /portfolio/organizations/{orgId} Get an organization #
GET /portfolio/client-statuses Get client statuses #
GET /portfolio/organization-performance-statuses List organization performance statuses #
GET /portfolio/alerts/metadata Get alerts metadata for organizations #
GET /portfolio/alerts/elastic Get alerts from elastic #
GET /portfolio/alerts/reference Get alert reference #
POST /portfolio/alerts/test Test metric alert #
POST /portfolio/organization-reviews Create a review #
GET /portfolio/organization-reviews List reviews #
POST /portfolio/organization-reviews/submitted Create a submitted review #
GET /portfolio/organization-reviews/{reviewId} Get a review by ID #
PATCH /portfolio/organization-reviews/{reviewId} Update a review #
POST /portfolio/organization-reviews/{reviewId}/area/{areaId}/submit Mark data area as reviewed #
POST /portfolio/organization-reviews/{reviewId}/review/submit Validate review and mark it as submitted #
POST /portfolio/organization-reviews/{reviewId}/review/submit-assessment Submit assessment #
GET /portfolio/organization-reviews/schedule/status/v2 List review schedule status #
GET /portfolio/loans Get loans #
PATCH /portfolio/loans/{loanId} Update a loan's attributes #
GET /portfolio/loans/invoices Get loan invoices #
GET /portfolio/payment-schedules Get payment schedules #
GET /portfolio/payment-scores Get payment scores #
GET /portfolio/scorecards List scorecards #
POST /portfolio/scorecards Create scorecard #
POST /portfolio/cases/{caseId}/covenants Create a covenant on a case #
PUT /portfolio/cases/{caseId}/covenants/{covenantId} Update a covenant on a case #
DELETE /portfolio/cases/{caseId}/covenants/{covenantId} Delete a covenant on a case #
GET /portfolio/cases/{caseId}/covenants/{covenantId}/principal Get a covenant's outstanding principal on a day #
GET /portfolio/cases/{caseId}/covenants/{covenantId}/evaluations List covenant evaluations #
POST /portfolio/cases/{caseId}/covenants/{covenantId}/evaluations Evaluate a covenant #
DELETE /portfolio/cases/{caseId}/covenants/{covenantId}/evaluations/{evaluationId} Remove a covenant evaluation #
GET /portfolio/cases/{caseId}/customer-insights Get a case's customer insights #
GET /portfolio/cases List cases #
POST /portfolio/cases Create case #
POST /portfolio/cases/{caseId}/deals Attach further deals to an existing case #
DELETE /portfolio/cases/{caseId}/deals/{dealId} Detach a deal from a case #
PATCH /portfolio/cases/{caseId} Update case attributes #
POST /portfolio/cases/{caseId}/closure Close or reopen a case #
GET /portfolio/cases/{caseId}/documents List documents linked to a case #
POST /portfolio/cases/{caseId}/activity/comments Post a comment on the case timeline #
GET /portfolio/cases/{caseId}/activity The case's changes and comments, with the high-importance activity and notes of… #
POST /portfolio/cases/{caseId}/activity/touch Mark the case's timeline as seen #
GET /portfolio/case-reviews/merged List the reviews of cases and of their organisations, merged #
POST /portfolio/case-reviews Start or continue a review of a case #
PUT /portfolio/case-reviews/{caseReviewId} Save a draft review of a case #
DELETE /portfolio/case-reviews/{caseReviewId} Discard a draft review of a case #
GET /portfolio/case-reviews/{caseReviewId} Get a case review #
POST /portfolio/case-reviews/{caseReviewId}/submit Submit a draft review of a case #
GET /portfolio/case-reviews/schedule List when open cases are next due for review #
PUT /portfolio/case-reviews/schedule/{caseId} Set when an open case is next due for review #
GET /portfolio/case-reviews/related-organization-reviews List the organisation reviews related to cases #
POST /portfolio/case-reviews/{caseReviewId}/assessment Assess a case review #
GET /portfolio/covenants List covenants across the portfolio #
GET /portfolio/deals List deals #
GET /portfolio/search Search loans, cases, counterparties, and deals #
GET /portfolio/risk-forecast-events Get risk forecast events #
GET /portfolio/house-in-order Get house in order tables #
GET /portfolio/alerts/management Get management alerts #
GET /portfolio/trading Get trading data #
GET /portfolio/financial-position Get financial position tables #
GET /portfolio/loss-given-default/with-loan Get loss given default (LGD) with loan #
GET /portfolio/kpis/inflow Get the inflow charts #
GET /portfolio/kpis/portfolio Get the portfolio charts #
GET /portfolio/kpis/home Get the portfolio home #
GET /portfolio/kpis/credit-limits Get the credit-limit charts #
GET /portfolio/kpis/latest Get the book's report month by dimension #
GET /portfolio/kpis/new-lending Get the new-lending charts #
GET /portfolio/kpis/supplier-payment-score Get the supplier payment score chart #

Specifications

⚙
OpenAPI
https://artifacts.apis.io/dbt-se/openapi/dbt-se-portfolio-api-openapi.yml

Schemas & Data

📊
JSONSchema
https://artifacts.apis.io/dbt-se/json-schema/dbt-se-health-checks-resolved-status-response-body-schema.json
📊
JSONSchema
https://artifacts.apis.io/dbt-se/json-schema/dbt-se-collateral-valuation-response-body-schema.json
📊
JSONSchema
https://artifacts.apis.io/dbt-se/json-schema/dbt-se-portfolio-organization-schema.json
📊
JSONSchema
https://artifacts.apis.io/dbt-se/json-schema/dbt-se-base-summation-account-plan-adjustment-request-body-schema.json
📊
JSONSchema
https://artifacts.apis.io/dbt-se/json-schema/dbt-se-organization-schema.json
📊
JSONSchema
https://artifacts.apis.io/dbt-se/json-schema/dbt-se-get-lgdpotential-response-body-schema.json

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OpenAPI Specification

dbt-se-portfolio-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  title: DBT Capital Portfolio API
  version: 1.0.0
  description: Client portfolio management
servers:
- url: https://api.p.dbt.se
  description: Current environment
tags:


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# Full source: https://artifacts.apis.io/dbt-se/openapi/dbt-se-portfolio-api-openapi.yml