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Fund Strategy

Fund Strategy

Query fund strategy package configuration together with its matching results, used by operations to maintain the App's strategy-based fund selection content.

Request parameters

  • Use filters to combine business conditions (see the filter field notes below), and use page, page_size, and orderBy for pagination and sorting.

Business notes

The data comes from strategy packages and the aggregated statistics of their matching funds, ordered by sort weight and update time (excluding deleted items).

Each record carries the strategy package name and subtitle, its status, whether it appears on the filter page and home page, the number of matching funds, the last match time, and a representative-fund summary from the matches (fund name plus its return or ranking metric value), along with the last editor.

It is typically used by operations to maintain the App's strategy-based fund selection, tracking each package's match volume and display configuration; the package name supports fuzzy matching and the status supports filtering.

Returns

On success, returns the matching record list with pagination info. See the response definition for column meanings.

POSThttps://b-api.lbkrs.com/v1/datasets/fund_strategy_packages

Authorization

AuthorizationstringheaderRequired

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

Permission

fund.strategy_query

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

Request body application/json

filtersobject

Filters

Child attributes
name_localesstring

Portfolio Package Name

statusstring

State

Allowed values: 0 Draft, 1 Online, 2 Offline

Values
0
1
2
pageinteger

Page

page_sizeinteger

Page Size

orderByarray<object>

Order By

Responses

HTTP 200Paginated list result.
Standard response envelopecodemessagedata
dataobjectdata structure
listarray<object>required

List

Child attributes
idstring

Record ID. Returned value: Record ID (row primary key); write operations on this record take it as their id.

seqstring

No

name_localesstring

Portfolio Package Name

statusstring

State

status_valstring

State (raw value). Raw value behind field status: status returns the human-readable display value resolved via a dictionary/join mapping, while this field returns the underlying code/ID before that mapping.

show_quick_filterstring

Filter Page

show_quick_filter_valstring

Filter Page (raw value). Raw value behind field show_quick_filter: show_quick_filter returns the human-readable display value resolved via a dictionary/join mapping, while this field returns the underlying code/ID before that mapping.

hit_countstring

Number of Matching Funds

fund_namestring

Summary Data

operatorstring

Last Operate

operator_valstring

Last Operate (raw value). Raw value behind field operator: operator returns the human-readable display value resolved via a dictionary/join mapping, while this field returns the underlying code/ID before that mapping.

totalintegerrequired

Total

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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