Run Temporary Statement

Generate a temporary statement for a given customer asset account.

Request parameters

Required: aaid (customer asset account), begin_date (start date), end_date (end date), lang (language), refresh_data (whether to refresh data)
Optional: remark (remark)
See each field description for format, value range, and business meaning.

Business notes

Generates a temporary statement for aaid over the begin_date–end_date range, in the language given by lang. refresh_data controls whether the underlying data is refreshed before generation.

Result

On success the temporary statement is generated; refer to the 200 response for the resulting state and returned data.

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

Authorization

AuthorizationstringheaderRequired

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

Permission

lb_hk_clearing.clearing_gen_statement

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

Request body application/json

aaidstringrequired

Selected via the type=member_query_aaid component.

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.

begin_datestringrequired

The form uses a dt range picker, which is split into begin_date and end_date before submission.

end_datestringrequired

This field is required.

langstringrequired

An enumerated field whose values come from the statement_language_key reference.

Allowed values: 0 App Language, 1 English, 2 Simplified Chinese, 3 Traditional Chinese, 4 Traditional Chinese & English

Values

0: App Language
1: English
2: Simplified Chinese
3: Traditional Chinese
4: Traditional Chinese & English

remarkstring

refresh_dataintegerrequired

This field is required.

Allowed values: 0 Do not refresh data, 1 Refresh data

Values

0: Do not refresh data
1: Refresh data

Responses

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