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Longport WhaleLongport Whale
Fund Management

Fund suitability setting

Query a fund's suitability check configuration by fund code, that is, the fund product's suitability matching rules.

Request parameters

  • Combine business filters through filters (see the filters field notes below for available fields), and use page, page_size, and orderBy to control pagination and sorting.

Business notes

The data comes from fund suitability information settings, recording the rules a fund product uses for investor suitability matching (such as required risk level, investment experience, and investment horizon).

Use counter_id to specify the fund to query; omit it to return all configurations.

Typically used when maintaining a fund product to prefill or display the suitability matching rules already configured for that fund.

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_suitability_settings

Authorization

AuthorizationstringheaderRequired

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

Permission

fund.fund_product

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

Request body application/json

filtersobject

Filters

Child attributes
counter_idstring

Counter Id. Format is {type}/{market}/{code}, for example, stock ST/HK/700 or ST/US/AAPL, and option OP/US/AAPL270319C320000.

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.

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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