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
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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
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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
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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
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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
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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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User Info
CodiFi · tbl_user_info
POST/api/codifi/user-info
Sample