APIs/OmneNEST/Client Management/Client Information
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Client Information
Add or modify client accounts · ClientInformation
POST/api/uploader/client-information
Sample
Client PCode
Map exchange participant codes · ClientPCode
POST/api/uploader/client-pcode
Sample
Client–Dealer Mapping
Append single dealer to client · ClientDealerMapping
POST/api/uploader/client-dealer-mapping
Sample
Client–Dealers Mapping (Bulk)
Add/remove multiple dealers · ClientDealersMapping
POST/api/uploader/client-dealers-mapping
Sample
Clear & Assign Clients
Clear all mappings and reassign · ClearAssignClients
POST/api/uploader/clear-assign-clients
Sample
Exchange Mapping
Map internal to exchange account · ClientExchangeClientMapping
POST/api/uploader/client-exchange-mapping
Sample
Dealer Information
Add or modify dealer accounts · DealerInformation
POST/api/uploader/dealer-information
Sample
Dealer Segment Enable
Enable/disable exchange segments for dealers · DealerSegmentEnable
POST/api/uploader/dealer-segment-enable
Sample
Dealer 2FA Password
Set two-factor auth passwords · Dealer2FAPassword
POST/api/uploader/dealer-2fa-password
Sample
Investor Client
Add or modify investor client accounts · InvestorClient
POST/api/uploader/investor-client
Sample
Investor Client Segment Enable
Enable/disable segments for investor clients · InvestorClientSegmentEnable
POST/api/uploader/investor-segment-enable
Sample
Investor Client Products Enable
Enable trading products for investor clients · InvestorClientProductsEnable
POST/api/uploader/investor-products-enable
Sample
Investor Client User Access Type
Set allowed access channels · InvestorClientUserAccessType
POST/api/uploader/investor-access-type
Sample
Investor Client Clear Data
Clear specific fields on investor accounts · investorclientcleardata
POST/api/uploader/investor-clear-data
Sample
DP Master
Register depository participant accounts · DPMaster
POST/api/uploader/dp-master
Sample
Holdings with Collateral Qty
Upload client holdings with collateral config · HoldingsWithCollateralQty
POST/api/uploader/holdings-collateral
Sample
BTST Holdings
Buy Today Sell Tomorrow holdings · BTSTHoldings
POST/api/uploader/btst-holdings
Sample
EPI Holdings
Early Pay-In holdings by BSE scrip / NSE symbol · EpiHoldings
POST/api/uploader/epi-holdings
Sample
ISIN EPI Holdings
Early Pay-In holdings identified by ISIN · isinepiholdings
POST/api/uploader/isin-epi-holdings
Sample
Collateral Multiplier
Set haircut per security · CollateralMultiplier
POST/api/uploader/collateral-multiplier
Sample
RMS Category Assign
Assign RMS categories at any hierarchy level · RMSCategoryAssign
POST/api/uploader/rms-category-assign
Sample
RMS Limits
Set collateral, exposure and turnover limits · RMSLimits
POST/api/uploader/rms-limits
Sample
RMS Limits Multiplier
Set limit multipliers alongside base values · rmslimitmultiplier
POST/api/uploader/rms-limits-multiplier
Sample
RMS Block / Unblock
Block or unblock trading for an entity · RMSBlockUnBlock
POST/api/uploader/rms-block-unblock
Sample
Client Position Information
Upload derivative/F&O positions · ClientPositionInformation
POST/api/uploader/client-position
Sample
Client POA Information
Register Power of Attorney holder details · ClientPOAInformation
POST/api/uploader/client-poa
Sample
API Users
Manage external integration partners who consume APIs via API keys
API Users
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API Keys
Issue and revoke API keys for integration partners
API Keys
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Audit Logs
All API requests — who, what, when, pass/fail, duration
Requests
Timestamp Consumer Auth Endpoint Status ms Rows Detail
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Login Logs
All login attempts, logouts and session events
Login Events
Timestamp Email Name Role Event Outcome Reason IP Address
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CodiFi
APIs · Integration endpoints
CodiFi APIs — Coming Soon
CodiFi integration endpoints will appear here once configured.
Contact your administrator to enable CodiFi APIs.
IP Block Alerts
Blocked API requests from unauthorised IP addresses
Blocked Attempts
Timestamp Consumer Blocked IP Method Path Status Action
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Admin Dashboard
Live system health, API monitor & activity overview
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API Health Monitor Click any endpoint to test it manually
OmneNEST Uploader APIs
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CodiFi APIs
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App-Internal System APIs
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