LeaseAccelerator Portfolio API

The Portfolio API from LeaseAccelerator — 6 operation(s) for portfolio.

OpenAPI Specification

leaseaccelerator-portfolio-api-openapi.yml Raw ↑
openapi: 3.1.0
info:
  title: LeaseAccelerator Documents Portfolio API
  version: '26.3'
  summary: REST-addressed, XML-RPC style API for the LeaseAccelerator enterprise lease lifecycle platform.
  description: 'The LeaseAccelerator API combines the simplicity of REST requests with the data exchange capabilities of XML Remote Procedure Calls (RPC). Each request is stateless and multiple method requests can be submitted concurrently from the same secure session.


    Access is secured by SAML2. Before submitting API requests you authenticate through the LeaseAccelerator SAML2 authentication layer (service provider URL `https://{environment}.leaseaccelerator.com/auth/api`, ECP mode against your own identity provider) and receive a text security token. Requests are then POSTed to `https://{environment}.leaseaccelerator.com/lease_accelerator/api/LeaseAccelerator/{operation}` with the `token` and `file` form fields, where `file` carries an `<APIRequest>` document.


    This description was generated by the API Evangelist enrichment pipeline from the publicly published LeaseAccelerator developer documentation. Operation keys, the URL template, the authentication model, and the request/response envelopes are taken verbatim from that documentation; per-field payload schemas are documented per operation in the API Methods reference and are not reproduced here.'
  termsOfService: https://insightsoftware.com/legal/terms-of-use/
  contact:
    name: LeaseAccelerator Support (insightsoftware)
    url: https://insightsoftware.com/support/
  x-generated-by: api-evangelist enrichment pipeline
  x-source-documentation: https://docs-leaseaccelerator.insightsoftware.com/hc/en-us/articles/33895814655245-Application-Programming-Interface-API-for-Developers
servers:
- url: https://{environment}.leaseaccelerator.com/lease_accelerator/api/LeaseAccelerator
  description: LeaseAccelerator API endpoint. `environment` is the LeaseAccelerator environment being accessed (www for production); contact LeaseAccelerator Support for other environment URLs.
  variables:
    environment:
      default: www
      description: LeaseAccelerator environment; www is production.
security:
- saml2Token: []
tags:
- name: Portfolio
paths:
  /BulkParticipantUpdate:
    post:
      operationId: BulkParticipantUpdate
      summary: Bulk Participant Update
      description: 'This method allows you to update certain Participant information for active leases that exist in LeaseAccelerator. This import does not change or add existing participant records but will only change the participant(s) for the specified deals. The participant you wish to change to must be configured in LeaseAccelerator prior to doing a Bulk Participant Update for schedules. This functionality is similar to logging into the UI and navigating to the Participant tab within the Bulk Import screen.


        Operation key: `BulkParticipantUpdate`. Reference: https://docs-leaseaccelerator.insightsoftware.com/hc/en-us/articles/33895853166093-API-Methods'
      tags:
      - Portfolio
      externalDocs:
        description: API Methods reference
        url: https://docs-leaseaccelerator.insightsoftware.com/hc/en-us/articles/33895853166093-API-Methods
      requestBody:
        required: true
        content:
          multipart/form-data:
            schema:
              type: object
              required:
              - token
              - file
              properties:
                token:
                  type: string
                  description: The security token returned by the SAML2 authentication service at /auth/api.
                file:
                  type: string
                  description: The XML <APIRequest> document carrying the Request envelope (RequestId, WarningPolicy, ErrorPolicy) and the operation-specific <Payload>.
      responses:
        '200':
          description: An <APIResponse> document. A Status of 0 with Context "Ok" indicates success; any other Status value is an error described by Context.
          content:
            application/xml:
              schema:
                $ref: '#/components/schemas/APIResponse'
        '405':
          description: Method not allowed — the API accepts POST only.
        '500':
          description: Server error, or an invalid/expired security token.
  /ImportAssets:
    post:
      operationId: ImportAssets
      summary: Import Assets
      description: 'This method may be used to refresh the asset-level details for a specific deal. Only one deal at a time may be updated via an ImportAssets request. The Payload for an ImportAssets request consists of an identifier which uniquely identifies the deal for which asset-level details should be repopulated, and a series of LineItem tags, specifying the new asset details. This method is similar to the functionality when using the “Details tab” on the PIW.


        Operation key: `ImportAssets`. Reference: https://docs-leaseaccelerator.insightsoftware.com/hc/en-us/articles/33895853166093-API-Methods'
      tags:
      - Portfolio
      externalDocs:
        description: API Methods reference
        url: https://docs-leaseaccelerator.insightsoftware.com/hc/en-us/articles/33895853166093-API-Methods
      requestBody:
        required: true
        content:
          multipart/form-data:
            schema:
              type: object
              required:
              - token
              - file
              properties:
                token:
                  type: string
                  description: The security token returned by the SAML2 authentication service at /auth/api.
                file:
                  type: string
                  description: The XML <APIRequest> document carrying the Request envelope (RequestId, WarningPolicy, ErrorPolicy) and the operation-specific <Payload>.
      responses:
        '200':
          description: An <APIResponse> document. A Status of 0 with Context "Ok" indicates success; any other Status value is an error described by Context.
          content:
            application/xml:
              schema:
                $ref: '#/components/schemas/APIResponse'
        '405':
          description: Method not allowed — the API accepts POST only.
        '500':
          description: Server error, or an invalid/expired security token.
  /ImportDeals:
    post:
      operationId: ImportDeals
      summary: Import Deals
      description: 'This method provides a mechanism for importing specific information about each lease schedule and asset within your lease portfolio into LeaseAccelerator, in a single operation, with all information populated. It is modeled on the PIW workbook and is similar to the following tabs: The Schedule tab is the control list of your lease population and contains information about each lease that applies at the schedule level. The Details tab contains details for each piece of equipment or real estate c


        Operation key: `ImportDeals`. Reference: https://docs-leaseaccelerator.insightsoftware.com/hc/en-us/articles/33895853166093-API-Methods'
      tags:
      - Portfolio
      externalDocs:
        description: API Methods reference
        url: https://docs-leaseaccelerator.insightsoftware.com/hc/en-us/articles/33895853166093-API-Methods
      requestBody:
        required: true
        content:
          multipart/form-data:
            schema:
              type: object
              required:
              - token
              - file
              properties:
                token:
                  type: string
                  description: The security token returned by the SAML2 authentication service at /auth/api.
                file:
                  type: string
                  description: The XML <APIRequest> document carrying the Request envelope (RequestId, WarningPolicy, ErrorPolicy) and the operation-specific <Payload>.
      responses:
        '200':
          description: An <APIResponse> document. A Status of 0 with Context "Ok" indicates success; any other Status value is an error described by Context.
          content:
            application/xml:
              schema:
                $ref: '#/components/schemas/APIResponse'
        '405':
          description: Method not allowed — the API accepts POST only.
        '500':
          description: Server error, or an invalid/expired security token.
  /ImportantClassifyDeals:
    post:
      operationId: ImportantClassifyDeals
      summary: Import and Classify Deals
      description: 'This method is identical to Import Deals EXCEPT that is also engages the automated LA Classification Engine in addition to providing a mechanism for importing specific information about each lease schedule and asset within your lease portfolio into LeaseAccelerator, in a single operation, with all information populated. The Lease Classification Engine uses Policy Thresholds as parameters for specific tests as outlined in the accounting standards. These thresholds are important in that they allow


        Operation key: `ImportantClassifyDeals`. Reference: https://docs-leaseaccelerator.insightsoftware.com/hc/en-us/articles/33895853166093-API-Methods'
      tags:
      - Portfolio
      externalDocs:
        description: API Methods reference
        url: https://docs-leaseaccelerator.insightsoftware.com/hc/en-us/articles/33895853166093-API-Methods
      requestBody:
        required: true
        content:
          multipart/form-data:
            schema:
              type: object
              required:
              - token
              - file
              properties:
                token:
                  type: string
                  description: The security token returned by the SAML2 authentication service at /auth/api.
                file:
                  type: string
                  description: The XML <APIRequest> document carrying the Request envelope (RequestId, WarningPolicy, ErrorPolicy) and the operation-specific <Payload>.
      responses:
        '200':
          description: An <APIResponse> document. A Status of 0 with Context "Ok" indicates success; any other Status value is an error described by Context.
          content:
            application/xml:
              schema:
                $ref: '#/components/schemas/APIResponse'
        '405':
          description: Method not allowed — the API accepts POST only.
        '500':
          description: Server error, or an invalid/expired security token.
  /ModifyDealImport:
    post:
      operationId: ModifyDealImport
      summary: Modify Deal Import
      description: 'This method provides a mechanism for modifying a lease schedule in a single operation. Note: This method does NOT run Lease Classification Engine. Please see Import and Classify Deals for invoking this process.


        Operation key: `ModifyDealImport`. Reference: https://docs-leaseaccelerator.insightsoftware.com/hc/en-us/articles/33895853166093-API-Methods'
      tags:
      - Portfolio
      externalDocs:
        description: API Methods reference
        url: https://docs-leaseaccelerator.insightsoftware.com/hc/en-us/articles/33895853166093-API-Methods
      requestBody:
        required: true
        content:
          multipart/form-data:
            schema:
              type: object
              required:
              - token
              - file
              properties:
                token:
                  type: string
                  description: The security token returned by the SAML2 authentication service at /auth/api.
                file:
                  type: string
                  description: The XML <APIRequest> document carrying the Request envelope (RequestId, WarningPolicy, ErrorPolicy) and the operation-specific <Payload>.
      responses:
        '200':
          description: An <APIResponse> document. A Status of 0 with Context "Ok" indicates success; any other Status value is an error described by Context.
          content:
            application/xml:
              schema:
                $ref: '#/components/schemas/APIResponse'
        '405':
          description: Method not allowed — the API accepts POST only.
        '500':
          description: Server error, or an invalid/expired security token.
  /UpdateAssets:
    post:
      operationId: UpdateAssets
      summary: Update Assets
      description: 'The UpdateAssets operation. See the API Methods reference for the full request and response payload.


        Operation key: `UpdateAssets`. Reference: https://docs-leaseaccelerator.insightsoftware.com/hc/en-us/articles/33895853166093-API-Methods'
      tags:
      - Portfolio
      externalDocs:
        description: API Methods reference
        url: https://docs-leaseaccelerator.insightsoftware.com/hc/en-us/articles/33895853166093-API-Methods
      requestBody:
        required: true
        content:
          multipart/form-data:
            schema:
              type: object
              required:
              - token
              - file
              properties:
                token:
                  type: string
                  description: The security token returned by the SAML2 authentication service at /auth/api.
                file:
                  type: string
                  description: The XML <APIRequest> document carrying the Request envelope (RequestId, WarningPolicy, ErrorPolicy) and the operation-specific <Payload>.
      responses:
        '200':
          description: An <APIResponse> document. A Status of 0 with Context "Ok" indicates success; any other Status value is an error described by Context.
          content:
            application/xml:
              schema:
                $ref: '#/components/schemas/APIResponse'
        '405':
          description: Method not allowed — the API accepts POST only.
        '500':
          description: Server error, or an invalid/expired security token.
components:
  schemas:
    APIResponse:
      type: object
      description: The generic LeaseAccelerator API response envelope.
      xml:
        name: APIResponse
      properties:
        Response:
          type: object
          properties:
            RequestId:
              type: string
              description: The unique identifier specified in the request.
            Status:
              type: integer
              description: A code indicating success or failure. Zero (0) always means success; any other value represents an error.
            Context:
              type: string
              description: A description of the overall request results. "Ok" always means success; any other value describes the error encountered.
        Payload:
          type: string
          description: The operation-specific XML response payload.
  securitySchemes:
    saml2Token:
      type: apiKey
      in: query
      name: token
      description: 'SAML2-issued text security token, submitted as the `token` form field on every POST. Obtain it by submitting a SAML2 ECP GET request to https://{environment}.leaseaccelerator.com/auth/api identifying your identity provider and a user federated for access in LeaseAccelerator. Note: OpenAPI has no native representation for a form-field credential, so it is modelled here as an apiKey; the token is transmitted in the multipart body, not the query string.'
externalDocs:
  description: Application Programming Interface (API) for Developers
  url: https://docs-leaseaccelerator.insightsoftware.com/hc/en-us/articles/33895814655245-Application-Programming-Interface-API-for-Developers