Add Statement Remark

Add a customer remark to a specific statement of a given customer.

Request parameters

Required: aaid (customer asset account), file_type (statement file type), dt (date), remark (remark text), action_in (action type)
Optional: account_no (account number), audit_frontend_resource (caller-provided audit context)
See each field description for format, value range, and business meaning.

Business notes

Creates a customer remark for the single statement uniquely identified by aaid, file_type, and dt. For creation, action_in is always 1.

The granularity of dt depends on file_type: monthly statements (file_type=1) use YYYYMM, others use YYYYMMDD.

Result

On success the customer remark is created; refer to the 200 response for the resulting state and returned data.

POSThttps://b-api.lbkrs.com/portfolio/statement/add_statement_remark

Authorization

AuthorizationstringheaderRequired

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

Permission

lb_hk_clearing.statement_customer_remark

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

Request body application/json

aaidstringrequired

This field is required.

Pass the internal numeric ID of the customer's securities account (aaid), not the securities account number account_no (such as H00000000) or the customer ID member_id. One customer can have multiple aaid values.

file_typestringrequired

Statement file type. This field is required.

Allowed values: 0 Daily statement, 1 Monthly statement, 2 Temporary statement

Values

0: Daily Statement
1: Monthly Statement
2: Temp Statement

dtstringrequired

Date the statement belongs to. Submit YYYYMM for monthly statements (file_type=1) and YYYYMMDD for other types. This field is required.

remarkstringrequired

Customer remark text. This field is required.

action_instringrequired

Action type for this request. For adding a remark, always send 1. This field is required.

Allowed values: 1 Create, 2 Delete, 3 Edit

Values

1: Create
2: Delete
3: Edit

audit_frontend_resourceobject

An audit-trail field that records the differences before and after the operation. It is not a business parameter.

Responses

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