Description

Table of Contents

Description

Financial meaning

It stores the data of an individual client. It provides a single point of access to user data and API keys (third-party services) associated with customer portfolios.

Platform abstraction

A Client in Finmars platform is a container for client information, this entity is referenced by: 

Examples

Name Short Name
Public Name First Name
Last Name User code
Notes Email Phone
J-Doe J-Doe
J-Doe Josh Doe client-00 - J.Doe@bank-c.com +8812345

Cookbook

CRUD

Operations within platform.

Use Cases

What for it's used.

F.A.Q.

API documentation

 

 


Revision #2
Created 28 January 2025 12:20:08 by Yaroslav
Updated 28 January 2025 13:09:41 by Yaroslav