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Fund Account

Save Fund Channel Account

Create or edit a fund channel account.

Request parameters

  • Required: name (account name), channel_tpl_code (channel template code), properties (channel properties).
  • Optional: id (record ID).
  • See the field definitions for each field's format, allowed values, and business meaning.

Business notes

Providing id edits an existing account; omitting it creates a new one. channel_tpl_code selects the channel template, and properties supplies the channel properties required by that template. Validate the properties via the channel-account validation endpoint before submitting.

Risk warning

Channel account configuration affects fund order placement and settlement integration. Confirm the channel template and properties before calling.

Returns

On success the channel account is saved; see the 200 response for the exact payload.

POSThttps://b-api.lbkrs.com/portfolio/funds/channel-account/save

Authorization

AuthorizationstringheaderRequired

Send the Broker ACCESS_TOKEN as Authorization: Bearer <token>.

Permission

fund.channel_account_update

The Broker ACCESS_TOKEN must be granted the permission above, or the call will be rejected.

Request body application/json

idnumber

Record ID. Record ID associated with this request.

namestringrequired

Account Name. This field is required.

channel_tpl_codestringrequired

Channel Template Code. This field is required.

propertiesobjectrequired

Properties. request fields that vary dynamically according to the channel template.

Responses

HTTP 200The request was processed successfully. The response data does not contain additional business fields.
Standard response envelopecodemessagedata
dataobjectdata structure

No nested fields

HTTP 400Bad request. Check the business error code in code and the error details in message.
Standard response envelopecodemessagedata
dataobjectdata structure

No nested fields

HTTP 401The user is not authenticated, or the login session has expired.
Standard response envelopecodemessagedata
dataobjectdata structure

No nested fields

HTTP 403The current account is not authorized to use this feature. Grant the required permission to the account in User Permission.
Standard response envelopecodemessagedata
dataobjectdata structure

No nested fields

HTTP 408The request timed out. Check the business error code in code and the error details in message.
Standard response envelopecodemessagedata
dataobjectdata structure

No nested fields

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