# kb-2-public-subfolder > Knowledge base documentation for kb-2-public-subfolder. ## v1 - [Getting started](https://subfolder2.castamere.in/help/getting-started.md) - [Paramétrer les cotisations du régime des notaires](https://subfolder2.castamere.in/help/param%C3%A9trer-les-cotisations-du-r%C3%A9gime-des-notaires.md) - [QA env](https://subfolder2.castamere.in/help/qa-env.md) - [Link test](https://subfolder2.castamere.in/help/link-test.md) - [Test 1](https://subfolder2.castamere.in/help/test-1-2.md) - [Sample test content duplicate issue](https://subfolder2.castamere.in/help/sample-test-content-duplicate-issue.md) - [Kb 2 subfolder](https://subfolder2.castamere.in/help/kb-2-subfolder.md) - [Great-Headings](https://subfolder2.castamere.in/help/great-headings-1.md) - [ADV](https://subfolder2.castamere.in/help/adv.md) - [Test 1](https://subfolder2.castamere.in/help/test-1-1.md) - [TTEESSTTT](https://subfolder2.castamere.in/help/tteessttt.md) - [A-Image-Checker](https://subfolder2.castamere.in/help/a-image-checker.md) - [suspect-new-article](https://subfolder2.castamere.in/help/suspect-new-article.md) - [發佈於](https://subfolder2.castamere.in/help/%E7%99%BC%E4%BD%88%E6%96%BC.md) - [5 basic things to get started](https://subfolder2.castamere.in/help/5-basic-things-to-get-started.md) - [CheckAllImageType](https://subfolder2.castamere.in/help/checkallimagetype.md) - [CheckAllArcStat-1](https://subfolder2.castamere.in/help/checkallarcstat-1.md) - [A-ImageViewerCheck](https://subfolder2.castamere.in/help/a-imageviewercheck.md) - [Clone - heading](https://subfolder2.castamere.in/help/clone-heading.md) - [heading](https://subfolder2.castamere.in/help/heading.md) - [Clone - Toc article](https://subfolder2.castamere.in/help/clone-toc-article-2.md) - [Clone - Toc article](https://subfolder2.castamere.in/help/clone-toc-article-1.md) - [Clone - Toc article](https://subfolder2.castamere.in/help/clone-toc-article.md) - [B-ArticleEmptytoc](https://subfolder2.castamere.in/help/b-articleemptytoc.md) - [Toc article](https://subfolder2.castamere.in/help/toc-article.md) - [Why did we build Document360 Why did we build Document360??](https://subfolder2.castamere.in/help/why-did-we-build-document360.md) - [checkStatIndicator](https://subfolder2.castamere.in/help/checkstatindicator.md) - [test](https://subfolder2.castamere.in/help/test-3.md) - [CheckStat-2](https://subfolder2.castamere.in/help/checkstat-2.md) - [ArticleFilesOnly](https://subfolder2.castamere.in/help/articlefilesonly.md) - [5 basic things to get started](https://subfolder2.castamere.in/help/5-basic-things-to-get-started-1.md) - [Understanding customize site - Home](https://subfolder2.castamere.in/help/understanding-customize-site-home.md) - [Understanding customize site - Home](https://subfolder2.castamere.in/help/understanding-customize-site-home-1.md) - [Analytics](https://subfolder2.castamere.in/help/analytics.md) - [Understanding Analytics](https://subfolder2.castamere.in/help/understanding-analytics.md) - [Understanding Link Analytics](https://subfolder2.castamere.in/help/understanding-link-analytics.md) - [Understanding Analytics](https://subfolder2.castamere.in/help/understanding-analytics-1.md) - [Understanding Link Analytics](https://subfolder2.castamere.in/help/understanding-link-analytics-1.md) - [Understanding Analytics](https://subfolder2.castamere.in/help/understanding-analytics-2.md) - [Understanding Link Analytics](https://subfolder2.castamere.in/help/understanding-link-analytics-2.md) - [Understanding customize site - Home](https://subfolder2.castamere.in/help/understanding-customize-site-home-2.md) - [newTestArticle](https://subfolder2.castamere.in/help/newtestarticle.md) - [Understanding - Drive](https://subfolder2.castamere.in/help/understanding-drive.md) - [Understanding - Drive](https://subfolder2.castamere.in/help/understanding-drive-1.md) - [Understanding - Drive](https://subfolder2.castamere.in/help/understanding-drive-2.md) - [testIndexCAT](https://subfolder2.castamere.in/help/testindexcat.md) - [test](https://subfolder2.castamere.in/help/test-2.md) - [arc-1](https://subfolder2.castamere.in/help/arc-1.md) - [testv3](https://subfolder2.castamere.in/help/testv3.md) - [testv3](https://subfolder2.castamere.in/help/testv3-1.md) - [testHiddenArc](https://subfolder2.castamere.in/help/testhiddenarc.md) - [testHiddenArc](https://subfolder2.castamere.in/help/testhiddenarc-1.md) - [test-arc-1](https://subfolder2.castamere.in/help/test-arc-1.md) - [test-arc-1](https://subfolder2.castamere.in/help/test-arc-2.md) - [testIndexCat](https://subfolder2.castamere.in/help/testindexcat-1.md) - [testsubsup](https://subfolder2.castamere.in/help/testsubsup.md) - [testsubsup](https://subfolder2.castamere.in/help/testsubsup-1.md) - [testarc](https://subfolder2.castamere.in/help/testarc.md) - [testarc](https://subfolder2.castamere.in/help/testarc-1.md) - [NewStatIndexCat](https://subfolder2.castamere.in/help/newstatindexcat.md) - [checkAllArcStat-2](https://subfolder2.castamere.in/help/checkallarcstat-2.md) - [Project Admin Settings](https://subfolder2.castamere.in/help/project-admin-settings-3.md) - [Project Admin Settings](https://subfolder2.castamere.in/help/project-admin-settings-4.md) - [Project Admin Settings](https://subfolder2.castamere.in/help/project-admin-settings-5.md) - [Knowledge base site Settings](https://subfolder2.castamere.in/help/knowledge-base-site-settings-3.md) - [Knowledge base site Settings](https://subfolder2.castamere.in/help/knowledge-base-site-settings-4.md) - [PageCat-update](https://subfolder2.castamere.in/help/pagecated.md) - [art -2](https://subfolder2.castamere.in/help/art-2.md) - [分鐘閱讀](https://subfolder2.castamere.in/help/%E5%88%86%E9%90%98%E9%96%B1%E8%AE%80.md) - [test](https://subfolder2.castamere.in/help/test-4.md) - [Page category May release](https://subfolder2.castamere.in/help/page-category-may-release.md) - [iter2-276337 page](https://subfolder2.castamere.in/help/iter2-276337-page.md) - [iter2-276337 scheduled page](https://subfolder2.castamere.in/help/iter2-276337-scheduled-page.md) - [iter2-276337 sched2](https://subfolder2.castamere.in/help/iter2-276337-sched2.md) ## v1-api (API Reference) - [Introduction](https://subfolder2.castamere.in/apidocs/introduction.md) - [ADV](https://subfolder2.castamere.in/apidocs/adv.md) - [apidocs-toc](https://subfolder2.castamere.in/apidocs/apidocs-toc.md) - [filesOnly](https://subfolder2.castamere.in/apidocs/filesonly.md) - [tagsonly](https://subfolder2.castamere.in/apidocs/tagsonly.md) - [Deletes an API reference](https://subfolder2.castamere.in/apidocs/deletes---an-api-reference.md) - [Import the API reference spec file](https://subfolder2.castamere.in/apidocs/import-the-api-reference-spec-file.md) - [Resync the API reference spec file](https://subfolder2.castamere.in/apidocs/resync-the-api-reference-spec-file.md) - [Get all API reference logs](https://subfolder2.castamere.in/apidocs/get-all-api-reference-logs.md) - [Get errors and alerts of a log](https://subfolder2.castamere.in/apidocs/get-errors-and-alerts-of-a-log.md) - [Publishes an API reference](https://subfolder2.castamere.in/apidocs/publishes-an-api-reference.md) - [Deletes an article with an ID](https://subfolder2.castamere.in/apidocs/deletes-an-article-with-an-id.md) - [Deletes an article version](https://subfolder2.castamere.in/apidocs/deletes-an-article-version.md) - [Deletes an article version](https://subfolder2.castamere.in/apidocs/deletes-an-article-version-1.md) - [Delete multiple article versions](https://subfolder2.castamere.in/apidocs/delete-multiple-article-versions.md) - [Deletes multiple articles](https://subfolder2.castamere.in/apidocs/deletes-multiple-articles.md) - [Gets an article](https://subfolder2.castamere.in/apidocs/gets-an-article.md) - [Updates an article with the ID](https://subfolder2.castamere.in/apidocs/updates-an-article-with-the-id.md) - [Gets all article versions](https://subfolder2.castamere.in/apidocs/gets-all-article-versions.md) - [Gets all article versions](https://subfolder2.castamere.in/apidocs/gets-all-article-versions-1.md) - [Gets article by a version number](https://subfolder2.castamere.in/apidocs/gets-article-by-a-version-number.md) - [Gets article by a version number](https://subfolder2.castamere.in/apidocs/gets-article-by-a-version-number-1.md) - [Gets settings for the article](https://subfolder2.castamere.in/apidocs/gets-settings-for-the-article.md) - [Updates settings for the article](https://subfolder2.castamere.in/apidocs/updates-settings-for-the-article.md) - [Gets settings for the article](https://subfolder2.castamere.in/apidocs/gets-settings-for-the-article-1.md) - [Updates settings for the article](https://subfolder2.castamere.in/apidocs/updates-settings-for-the-article-1.md) - [Adds an article to an existing category](https://subfolder2.castamere.in/apidocs/adds-an-article-to-an-existing-category.md) - [Adds multiple articles](https://subfolder2.castamere.in/apidocs/adds-multiple-articles.md) - [Publishes an article with an id](https://subfolder2.castamere.in/apidocs/publishes-an-article-with-an-id.md) - [Publishes an article with an id](https://subfolder2.castamere.in/apidocs/publishes-an-article-with-an-id-1.md) - [Publishes multiple articles](https://subfolder2.castamere.in/apidocs/publishes-multiple-articles.md) - [Forks an article with an id](https://subfolder2.castamere.in/apidocs/forks-an-article-with-an-id.md) - [Updates multiple articles](https://subfolder2.castamere.in/apidocs/updates-multiple-articles.md) - [Update the Article Description](https://subfolder2.castamere.in/apidocs/update-the-article-description.md) - [Update the Article Description](https://subfolder2.castamere.in/apidocs/update-the-article-description-1.md) - [Deletes an category with an ID](https://subfolder2.castamere.in/apidocs/deletes-an-category-with-an-id.md) - [Get category with an ID](https://subfolder2.castamere.in/apidocs/get-category-with-an-id.md) - [Update a category with the ID](https://subfolder2.castamere.in/apidocs/update-a-category-with-the-id.md) - [Delete category Version](https://subfolder2.castamere.in/apidocs/delete-category-version.md) - [Delete category Version](https://subfolder2.castamere.in/apidocs/delete-category-version-1.md) - [Delete multiple category versions](https://subfolder2.castamere.in/apidocs/delete-multiple-category-versions.md) - [Get category page with an ID](https://subfolder2.castamere.in/apidocs/get-category-page-with-an-id.md) - [Update a category page content with the ID](https://subfolder2.castamere.in/apidocs/update-a-category-page-content-with-the-id.md) - [Get category page content with an ID](https://subfolder2.castamere.in/apidocs/get-category-page-content-with-an-id.md) - [Get category page content with an ID](https://subfolder2.castamere.in/apidocs/get-category-page-content-with-an-id-1.md) - [Get category page versions](https://subfolder2.castamere.in/apidocs/get-category-page-versions.md) - [Get category page versions](https://subfolder2.castamere.in/apidocs/get-category-page-versions-1.md) - [Get settings for the Category](https://subfolder2.castamere.in/apidocs/get-settings-for-the-category.md) - [Update settings for the category](https://subfolder2.castamere.in/apidocs/update-settings-for-the-category.md) - [Get settings for the Category](https://subfolder2.castamere.in/apidocs/get-settings-for-the-category-1.md) - [Update settings for the category](https://subfolder2.castamere.in/apidocs/update-settings-for-the-category-1.md) - [Adds a new category](https://subfolder2.castamere.in/apidocs/adds-a-new-category.md) - [Adds multiple Categories](https://subfolder2.castamere.in/apidocs/adds-multiple-categories.md) - [Publishes an category with an id](https://subfolder2.castamere.in/apidocs/publishes-an-category-with-an-id.md) - [Publishes an category with an id](https://subfolder2.castamere.in/apidocs/publishes-an-category-with-an-id-1.md) - [Publishes multiple categories](https://subfolder2.castamere.in/apidocs/publishes-multiple-categories.md) - [Update multiple page categories](https://subfolder2.castamere.in/apidocs/update-multiple-page-categories.md) - [Fork category page with an id](https://subfolder2.castamere.in/apidocs/fork-category-page-with-an-id.md) - [Update the Category Type](https://subfolder2.castamere.in/apidocs/update-the-category-type.md) - [Update the category description](https://subfolder2.castamere.in/apidocs/update-the-category-description.md) - [Update the category description](https://subfolder2.castamere.in/apidocs/update-the-category-description-1.md) - [Delete a folder](https://subfolder2.castamere.in/apidocs/delete-a-folder.md) - [Gets folder information by folder ID](https://subfolder2.castamere.in/apidocs/gets-folder-information-by-folder-id.md) - [Delete file using file ID](https://subfolder2.castamere.in/apidocs/delete-file-using-file-id.md) - [Gets file information](https://subfolder2.castamere.in/apidocs/gets-file-information.md) - [Move a file with file ID](https://subfolder2.castamere.in/apidocs/move-a-file-with-file-id.md) - [Gets folders information](https://subfolder2.castamere.in/apidocs/gets-folders-information.md) - [Add new folder in drive](https://subfolder2.castamere.in/apidocs/add-new-folder-in-drive.md) - [Update a folder with ID](https://subfolder2.castamere.in/apidocs/update-a-folder-with-id.md) - [Drive search - files and folders](https://subfolder2.castamere.in/apidocs/drive-search-files-and-folders.md) - [Get status of the delete file operation](https://subfolder2.castamere.in/apidocs/get-status-of-the-delete-file-operation.md) - [Get all media files inserted in the article](https://subfolder2.castamere.in/apidocs/get-all-media-files-inserted-in-the-article.md) - [Add file in to drive](https://subfolder2.castamere.in/apidocs/add-file-in-to-drive.md) - [Add tags in a file using file ID](https://subfolder2.castamere.in/apidocs/add-tags-in-a-file-using-file-id.md) - [Delete tags from files](https://subfolder2.castamere.in/apidocs/delete-tags-from-files.md) - [Copy file from one folder to another](https://subfolder2.castamere.in/apidocs/copy-file-from-one-folder-to-another.md) - [Gets all version languages in the project](https://subfolder2.castamere.in/apidocs/gets-all-version-languages-in-the-project.md) - [Get the status of export](https://subfolder2.castamere.in/apidocs/get-the-status-of-export.md) - [Get the status of import](https://subfolder2.castamere.in/apidocs/get-the-status-of-import.md) - [Start a new export](https://subfolder2.castamere.in/apidocs/start-a-new-export.md) - [Import documentation](https://subfolder2.castamere.in/apidocs/import-documentation.md) - [Gets list of project versions](https://subfolder2.castamere.in/apidocs/gets-list-of-project-versions.md) - [Searches for a phrase inside project version](https://subfolder2.castamere.in/apidocs/searches-for-a-phrase-inside-project-version.md) - [Gets list of categories within project version](https://subfolder2.castamere.in/apidocs/gets-list-of-categories-within-project-version.md) - [Gets list of articles within project version](https://subfolder2.castamere.in/apidocs/gets-list-of-articles-within-project-version.md) - [Gets list of api reference within project version](https://subfolder2.castamere.in/apidocs/gets-list-of-api-reference-within-project-version.md) - [Perform AI assistive search (Ask Eddy) within project version](https://subfolder2.castamere.in/apidocs/perform-ai-assistive-search-ask-eddy-within-project-version.md) - [Deletes a reader from the project](https://subfolder2.castamere.in/apidocs/deletes-a-reader-from-the-project.md) - [Updates a reader](https://subfolder2.castamere.in/apidocs/updates-a-reader.md) - [Deletes a reader group](https://subfolder2.castamere.in/apidocs/deletes-a-reader-group.md) - [Get a reader group via group id](https://subfolder2.castamere.in/apidocs/get-a-reader-group-via-group-id.md) - [Updates a reader group](https://subfolder2.castamere.in/apidocs/updates-a-reader-group.md) - [Get all available readers from the project](https://subfolder2.castamere.in/apidocs/get-all-available-readers-from-the-project.md) - [Add a new reader](https://subfolder2.castamere.in/apidocs/add-a-new-reader.md) - [Get all reader groups](https://subfolder2.castamere.in/apidocs/get-all-reader-groups.md) - [Add a new reader group](https://subfolder2.castamere.in/apidocs/add-a-new-reader-group.md) - [Deletes a user with an ID](https://subfolder2.castamere.in/apidocs/deletes-a-user-with-an-id.md) - [Get complete user details by id](https://subfolder2.castamere.in/apidocs/get-complete-user-details-by-id.md) - [Get all user groups](https://subfolder2.castamere.in/apidocs/get-all-user-groups.md) - [Checks if email already exists in the project](https://subfolder2.castamere.in/apidocs/checks-if-email-already-exists-in-the-project.md) - [Get all team accounts](https://subfolder2.castamere.in/apidocs/get-all-team-accounts.md) - [Adds a new Team Account](https://subfolder2.castamere.in/apidocs/adds-a-new-team-account.md) - [Get all available roles including default as well as custom roles](https://subfolder2.castamere.in/apidocs/get-all-available-roles-including-default-as-well-as-custom-roles.md) - [Update the portal role of a individual user](https://subfolder2.castamere.in/apidocs/update-the-portal-role-of-a-individual-user.md) - [Update the content roles of an individual user](https://subfolder2.castamere.in/apidocs/update-the-content-roles-of-an-individual-user.md) - [Modify the groups associated with the user](https://subfolder2.castamere.in/apidocs/modify-the-groups-associated-with-the-user.md) - [Gets articles by translation status](https://subfolder2.castamere.in/apidocs/gets-articles-by-translation-status.md) - [Introduction](https://subfolder2.castamere.in/apidocs/introduction-1.md) - [Get items](https://subfolder2.castamere.in/apidocs/get-items.md) - [Introduction](https://subfolder2.castamere.in/apidocs/introduction-2.md) - [List Advisors](https://subfolder2.castamere.in/apidocs/list-advisors.md) - [Create an Advisor](https://subfolder2.castamere.in/apidocs/create-an-advisor.md) - [Update an Advisor](https://subfolder2.castamere.in/apidocs/update-an-advisor.md) - [Update Record Status for an Advisor](https://subfolder2.castamere.in/apidocs/update-record-status-for-an-advisor.md) - [List Demand Currencies](https://subfolder2.castamere.in/apidocs/list-demand-currencies.md) - [Create a Demand Currency](https://subfolder2.castamere.in/apidocs/create-a-demand-currency.md) - [Update a Demand Currency](https://subfolder2.castamere.in/apidocs/update-a-demand-currency.md) - [Update Record Status of a Demand Currency](https://subfolder2.castamere.in/apidocs/update-record-status-of-a-demand-currency.md) - [Update Disclaimers](https://subfolder2.castamere.in/apidocs/update-disclaimers.md) - [Retrieve the Disclaimers](https://subfolder2.castamere.in/apidocs/retrieve-the-disclaimers.md) - [Retrieve Entitlements Configuration.](https://subfolder2.castamere.in/apidocs/retrieve-entitlements-configuration.md) - [Retrieve Entitlements for an Offering.](https://subfolder2.castamere.in/apidocs/retrieve-entitlements-for-an-offering.md) - [Retrieve Published Syndicate Entitlements of the requesting account for an Offering.](https://subfolder2.castamere.in/apidocs/retrieve-published-syndicate-entitlements-of-the-requesting-account-for-an-offering.md) - [Publish Entitlements for an Offering.](https://subfolder2.castamere.in/apidocs/publish-entitlements-for-an-offering.md) - [List Instruments](https://subfolder2.castamere.in/apidocs/list-instruments.md) - [Create an Instrument](https://subfolder2.castamere.in/apidocs/create-an-instrument.md) - [Update an Instrument](https://subfolder2.castamere.in/apidocs/update-an-instrument.md) - [Update Record Status for an Instrument](https://subfolder2.castamere.in/apidocs/update-record-status-for-an-instrument.md) - [Retrieve Issuer Information](https://subfolder2.castamere.in/apidocs/retrieve-issuer-information.md) - [Update Issuer Information](https://subfolder2.castamere.in/apidocs/update-issuer-information.md) - [List Lenders](https://subfolder2.castamere.in/apidocs/list-lenders.md) - [Create a Lender](https://subfolder2.castamere.in/apidocs/create-a-lender.md) - [Update a Lender](https://subfolder2.castamere.in/apidocs/update-a-lender.md) - [Update Record Status for a Lender](https://subfolder2.castamere.in/apidocs/update-record-status-for-a-lender.md) - [Update Marketing](https://subfolder2.castamere.in/apidocs/update-marketing.md) - [Retrieve Marketing](https://subfolder2.castamere.in/apidocs/retrieve-marketing.md) - [Get available managers](https://subfolder2.castamere.in/apidocs/get-available-managers.md) - [List Offerings.](https://subfolder2.castamere.in/apidocs/list-offerings.md) - [Create a Draft Offering](https://subfolder2.castamere.in/apidocs/create-a-draft-offering.md) - [Retrieve an Offering](https://subfolder2.castamere.in/apidocs/retrieve-an-offering.md) - [Discard an Offering draft](https://subfolder2.castamere.in/apidocs/discard-an-offering-draft.md) - [Retrieve Offering metadata](https://subfolder2.castamere.in/apidocs/retrieve-offering-metadata.md) - [Import an Offering](https://subfolder2.castamere.in/apidocs/import-an-offering.md) - [Import Over an Existing Offering](https://subfolder2.castamere.in/apidocs/import-over-an-existing-offering.md) - [Publish an Offering](https://subfolder2.castamere.in/apidocs/publish-an-offering.md) - [Retrieve Offering validation errors](https://subfolder2.castamere.in/apidocs/retrieve-offering-validation-errors.md) - [Update Status for an Offering](https://subfolder2.castamere.in/apidocs/update-status-for-an-offering.md) - [Update Type for an Offering](https://subfolder2.castamere.in/apidocs/update-type-for-an-offering.md) - [Share a Draft Offering](https://subfolder2.castamere.in/apidocs/share-a-draft-offering.md) - [Share a Draft Offering with Eligible Managers](https://subfolder2.castamere.in/apidocs/share-a-draft-offering-with-eligible-managers.md) - [List shared history for draft offering](https://subfolder2.castamere.in/apidocs/list-shared-history-for-draft-offering.md) - [Transfer Authorship of an Offering](https://subfolder2.castamere.in/apidocs/transfer-authorship-of-an-offering.md) - [List Versions of an Offering](https://subfolder2.castamere.in/apidocs/list-versions-of-an-offering.md) - [Retrieve a Version of an Offering](https://subfolder2.castamere.in/apidocs/retrieve-a-version-of-an-offering.md) - [Update Timing Information](https://subfolder2.castamere.in/apidocs/update-timing-information.md) - [Retrieve Timing Information](https://subfolder2.castamere.in/apidocs/retrieve-timing-information.md) - [Assign DSP Agent](https://subfolder2.castamere.in/apidocs/assign-dsp-agent.md) - [Assign Pricing Instrument](https://subfolder2.castamere.in/apidocs/assign-pricing-instrument.md) - [Assign Pricing Currency](https://subfolder2.castamere.in/apidocs/assign-pricing-currency.md) - [Ping endpoint to validate connectivity with a payload](https://subfolder2.castamere.in/apidocs/ping-endpoint-to-validate-connectivity-with-a-payload.md) - [Upload an offering prospectus document.](https://subfolder2.castamere.in/apidocs/upload-an-offering-prospectus-document.md) - [Retrieve all offering prospectus documents.](https://subfolder2.castamere.in/apidocs/retrieve-all-offering-prospectus-documents.md) - [Replace the file associated with an offering prospectus document.](https://subfolder2.castamere.in/apidocs/replace-the-file-associated-with-an-offering-prospectus-document.md) - [Retrieve an offering prospectus document by Id.](https://subfolder2.castamere.in/apidocs/retrieve-an-offering-prospectus-document-by-id.md) - [Update prospectus document metadata](https://subfolder2.castamere.in/apidocs/update-prospectus-document-metadata.md) - [Paginated List of all Published Offerings.](https://subfolder2.castamere.in/apidocs/paginated-list-of-all-published-offerings.md) - [Gets the offering profile of an offering by the Id.](https://subfolder2.castamere.in/apidocs/gets-the-offering-profile-of-an-offering-by-the-id.md) - [Discard a published offering](https://subfolder2.castamere.in/apidocs/discard-a-published-offering.md) - [Export Published Offerings to Excel file.](https://subfolder2.castamere.in/apidocs/export-published-offerings-to-excel-file.md) - [Retrieve syndicate managers for a published offering](https://subfolder2.castamere.in/apidocs/retrieve-syndicate-managers-for-a-published-offering.md) - [Retrieve all offering prospectus documents.](https://subfolder2.castamere.in/apidocs/retrieve-all-offering-prospectus-documents-1.md) - [Retrieve all versions of a published offering.](https://subfolder2.castamere.in/apidocs/retrieve-all-versions-of-a-published-offering.md) - [Retrieve a version of published offering](https://subfolder2.castamere.in/apidocs/retrieve-a-version-of-published-offering.md) - [List Roadshow Schedules](https://subfolder2.castamere.in/apidocs/list-roadshow-schedules.md) - [Create a Roadshow Schedule](https://subfolder2.castamere.in/apidocs/create-a-roadshow-schedule.md) - [Update a Roadshow Schedule](https://subfolder2.castamere.in/apidocs/update-a-roadshow-schedule.md) - [Update Record Status for a Roadshow Schedule](https://subfolder2.castamere.in/apidocs/update-record-status-for-a-roadshow-schedule.md) - [Retrieve Security Information](https://subfolder2.castamere.in/apidocs/retrieve-security-information.md) - [Update Security Information](https://subfolder2.castamere.in/apidocs/update-security-information.md) - [Retrieves a specific shared draft offering by the offering Id.](https://subfolder2.castamere.in/apidocs/retrieves-a-specific-shared-draft-offering-by-the-offering-id.md) - [Paginated list of all shared draft offerings ordered by expected Pricing Date, then by Issuer Name.](https://subfolder2.castamere.in/apidocs/paginated-list-of-all-shared-draft-offerings-ordered-by-expected-pricing-date-then-by-issuer-name.md) - [List Sponsors](https://subfolder2.castamere.in/apidocs/list-sponsors.md) - [Create a Sponsor](https://subfolder2.castamere.in/apidocs/create-a-sponsor.md) - [Update a Sponsor](https://subfolder2.castamere.in/apidocs/update-a-sponsor.md) - [Update Record Status for a Sponsor](https://subfolder2.castamere.in/apidocs/update-record-status-for-a-sponsor.md) - [Retrieve Offering Syndicate](https://subfolder2.castamere.in/apidocs/retrieve-offering-syndicate.md) - [Update the Syndicate](https://subfolder2.castamere.in/apidocs/update-the-syndicate.md) - [Create a Manager](https://subfolder2.castamere.in/apidocs/create-a-manager.md) - [Update a Manager](https://subfolder2.castamere.in/apidocs/update-a-manager.md) - [Update Record Status for a Manager](https://subfolder2.castamere.in/apidocs/update-record-status-for-a-manager.md) - [Update Manager Sequence](https://subfolder2.castamere.in/apidocs/update-manager-sequence.md) - [Update Manager Responsibilities](https://subfolder2.castamere.in/apidocs/update-manager-responsibilities.md) - [Update Incentive Fee Distribution](https://subfolder2.castamere.in/apidocs/update-incentive-fee-distribution.md) - [Update Underwriting Base Fee Distribution](https://subfolder2.castamere.in/apidocs/update-underwriting-base-fee-distribution.md) - [Update Selling Concession Distribution](https://subfolder2.castamere.in/apidocs/update-selling-concession-distribution.md) - [Update Management Fee Distribution](https://subfolder2.castamere.in/apidocs/update-management-fee-distribution.md) - [Update Underwriting Fee Total Distribution](https://subfolder2.castamere.in/apidocs/update-underwriting-fee-total-distribution.md) - [Get Manager Economics](https://subfolder2.castamere.in/apidocs/get-manager-economics.md) - [Update Overallotment Exercised Shares Distribution](https://subfolder2.castamere.in/apidocs/update-overallotment-exercised-shares-distribution.md) - [Update Underwriting Base Shares Distribution](https://subfolder2.castamere.in/apidocs/update-underwriting-base-shares-distribution.md) - [Update Terms](https://subfolder2.castamere.in/apidocs/update-terms.md) - [Update Follow-On Pricing Information](https://subfolder2.castamere.in/apidocs/update-follow-on-pricing-information.md) - [Retrieve Follow-On Pricing Information](https://subfolder2.castamere.in/apidocs/retrieve-follow-on-pricing-information.md) - [List Filings](https://subfolder2.castamere.in/apidocs/list-filings.md) - [Create a Filing](https://subfolder2.castamere.in/apidocs/create-a-filing.md) - [Retrieve a Filing](https://subfolder2.castamere.in/apidocs/retrieve-a-filing.md) - [Update a Filing](https://subfolder2.castamere.in/apidocs/update-a-filing.md) - [Update Record Status for a Filing](https://subfolder2.castamere.in/apidocs/update-record-status-for-a-filing.md) - [Update Underwriting Fees and Discounts](https://subfolder2.castamere.in/apidocs/update-underwriting-fees-and-discounts.md) - [Retrieve Underwriting Fees and Discounts](https://subfolder2.castamere.in/apidocs/retrieve-underwriting-fees-and-discounts.md) - [Update Base Gross Spread Data](https://subfolder2.castamere.in/apidocs/update-base-gross-spread-data.md) - [Update Incentive Fee Data](https://subfolder2.castamere.in/apidocs/update-incentive-fee-data.md) - [List Tranches](https://subfolder2.castamere.in/apidocs/list-tranches.md) - [Update a Tranche](https://subfolder2.castamere.in/apidocs/update-a-tranche.md) - [Associate an Instrument with a Tranche](https://subfolder2.castamere.in/apidocs/associate-an-instrument-with-a-tranche.md) - [Assign an Instrument as default for a Tranche](https://subfolder2.castamere.in/apidocs/assign-an-instrument-as-default-for-a-tranche.md) - [Remove an Instrument from a Tranche](https://subfolder2.castamere.in/apidocs/remove-an-instrument-from-a-tranche.md) - [Associate a Demand Currency with a Tranche](https://subfolder2.castamere.in/apidocs/associate-a-demand-currency-with-a-tranche.md) - [Remove a Demand Currency from a Tranche](https://subfolder2.castamere.in/apidocs/remove-a-demand-currency-from-a-tranche.md) - [Assign Billing and Delivery Agent](https://subfolder2.castamere.in/apidocs/assign-billing-and-delivery-agent.md) - [Unassign Billing and Delivery Agent](https://subfolder2.castamere.in/apidocs/unassign-billing-and-delivery-agent.md) - [Get Billing and Delivery Agent](https://subfolder2.castamere.in/apidocs/get-billing-and-delivery-agent.md) - [Assign/Unassign Billing and Delivery Agent to multiple Institutional Indications](https://subfolder2.castamere.in/apidocs/assignunassign-billing-and-delivery-agent-to-multiple-institutional-indications.md) - [List Draft Institutional Allocation Sets](https://subfolder2.castamere.in/apidocs/list-draft-institutional-allocation-sets.md) - [Create a Draft Institutional Allocation Set](https://subfolder2.castamere.in/apidocs/create-a-draft-institutional-allocation-set.md) - [Retrieve a Draft Institutional Allocation Set](https://subfolder2.castamere.in/apidocs/retrieve-a-draft-institutional-allocation-set.md) - [Update Name for a Draft Institutional Allocation Set](https://subfolder2.castamere.in/apidocs/update-name-for-a-draft-institutional-allocation-set.md) - [Share or Stop sharing Institutional Allocation Draft](https://subfolder2.castamere.in/apidocs/share-or-stop-sharing-institutional-allocation-draft.md) - [Share a Draft Institutional Allocation Set](https://subfolder2.castamere.in/apidocs/share-a-draft-institutional-allocation-set.md) - [Update Record Status for a Draft Institutional Allocation Set](https://subfolder2.castamere.in/apidocs/update-record-status-for-a-draft-institutional-allocation-set.md) - [Update Deal Layout for a Draft Institutional Allocation Set](https://subfolder2.castamere.in/apidocs/update-deal-layout-for-a-draft-institutional-allocation-set.md) - [Copy and overwrite Draft Institutional Allocation Set to Default Draft Institutional Allocation Set](https://subfolder2.castamere.in/apidocs/copy-and-overwrite-draft-institutional-allocation-set-to-default-draft-institutional-allocation-set.md) - [List Draft Institutional Allocations](https://subfolder2.castamere.in/apidocs/list-draft-institutional-allocations.md) - [Batch Update Draft Institutional Allocations](https://subfolder2.castamere.in/apidocs/batch-update-draft-institutional-allocations.md) - [Update a Draft Institutional Allocation](https://subfolder2.castamere.in/apidocs/update-a-draft-institutional-allocation.md) - [Retrieve a Draft Institutional Allocation](https://subfolder2.castamere.in/apidocs/retrieve-a-draft-institutional-allocation.md) - [Create Final Institutional Allocations](https://subfolder2.castamere.in/apidocs/create-final-institutional-allocations.md) - [Retrieve a Final Institutional Allocation Set](https://subfolder2.castamere.in/apidocs/retrieve-a-final-institutional-allocation-set.md) - [Share or Stop sharing a Final Institutional Allocation Set](https://subfolder2.castamere.in/apidocs/share-or-stop-sharing-a-final-institutional-allocation-set.md) - [Share a Final Institutional Allocation Set](https://subfolder2.castamere.in/apidocs/share-a-final-institutional-allocation-set.md) - [Release a Final Institutional Allocation Set](https://subfolder2.castamere.in/apidocs/release-a-final-institutional-allocation-set.md) - [Update Deal Layout for a Final Institutional Allocation Set](https://subfolder2.castamere.in/apidocs/update-deal-layout-for-a-final-institutional-allocation-set.md) - [List Final Institutional Allocations](https://subfolder2.castamere.in/apidocs/list-final-institutional-allocations.md) - [Batch Update Final Institutional Allocations](https://subfolder2.castamere.in/apidocs/batch-update-final-institutional-allocations.md) - [Update a Final Institutional Allocation](https://subfolder2.castamere.in/apidocs/update-a-final-institutional-allocation.md) - [Retrieve a Final Institutional Allocation](https://subfolder2.castamere.in/apidocs/retrieve-a-final-institutional-allocation.md) - [List Versions of a Final Institutional Allocation](https://subfolder2.castamere.in/apidocs/list-versions-of-a-final-institutional-allocation.md) - [Acknowledge a Final Institutional Allocation](https://subfolder2.castamere.in/apidocs/acknowledge-a-final-institutional-allocation.md) - [Reject a Final Institutional Allocation](https://subfolder2.castamere.in/apidocs/reject-a-final-institutional-allocation.md) - [Undo Acknowledgement for a Final Institutional Allocation](https://subfolder2.castamere.in/apidocs/undo-acknowledgement-for-a-final-institutional-allocation.md) - [Assign an Institutional Indication Note](https://subfolder2.castamere.in/apidocs/assign-an-institutional-indication-note.md) - [List Institutional Indication Notes](https://subfolder2.castamere.in/apidocs/list-institutional-indication-notes.md) - [Assign contacts to indication](https://subfolder2.castamere.in/apidocs/assign-contacts-to-indication.md) - [Get indication contacts](https://subfolder2.castamere.in/apidocs/get-indication-contacts.md) - [Retrieve an Institutional Indication](https://subfolder2.castamere.in/apidocs/retrieve-an-institutional-indication.md) - [Update an Institutional Indication](https://subfolder2.castamere.in/apidocs/update-an-institutional-indication.md) - [List Institutional Indications](https://subfolder2.castamere.in/apidocs/list-institutional-indications.md) - [Create an Institutional Indication](https://subfolder2.castamere.in/apidocs/create-an-institutional-indication.md) - [Pass on an Offering](https://subfolder2.castamere.in/apidocs/pass-on-an-offering.md) - [Convert an Indication to a Pass](https://subfolder2.castamere.in/apidocs/convert-an-indication-to-a-pass.md) - [Update Indication Status for an Institutional Indication](https://subfolder2.castamere.in/apidocs/update-indication-status-for-an-institutional-indication.md) - [Update Delivery Instructions for an Institutional Indication](https://subfolder2.castamere.in/apidocs/update-delivery-instructions-for-an-institutional-indication.md) - [Mark an Indication as a Duplicate of Another](https://subfolder2.castamere.in/apidocs/mark-an-indication-as-a-duplicate-of-another.md) - [Unmark an Institutional Indication as Duplicate](https://subfolder2.castamere.in/apidocs/unmark-an-institutional-indication-as-duplicate.md) - [Batch - Mark Institutional Indications as duplicate](https://subfolder2.castamere.in/apidocs/batch-mark-institutional-indications-as-duplicate.md) - [List Duplicate and Source of Truth Indications](https://subfolder2.castamere.in/apidocs/list-duplicate-and-source-of-truth-indications.md) - [List Versions of an Institutional Indication](https://subfolder2.castamere.in/apidocs/list-versions-of-an-institutional-indication.md) - [List acknowledgements for an Institutional Indication](https://subfolder2.castamere.in/apidocs/list-acknowledgements-for-an-institutional-indication.md) - [Acknowledge an Institutional Indication](https://subfolder2.castamere.in/apidocs/acknowledge-an-institutional-indication.md) - [Remove an Institutional Indication's Acknowledgement](https://subfolder2.castamere.in/apidocs/remove-an-institutional-indications-acknowledgement.md) - [Assign private CRM Investor Key](https://subfolder2.castamere.in/apidocs/assign-private-crm-investor-key.md) - [Update State for an Order Book](https://subfolder2.castamere.in/apidocs/update-state-for-an-order-book.md) - [Retrieve an Order Book](https://subfolder2.castamere.in/apidocs/retrieve-an-order-book.md) - [Get Retail Demand](https://subfolder2.castamere.in/apidocs/get-retail-demand.md) - [Get Retail Retention](https://subfolder2.castamere.in/apidocs/get-retail-retention.md) - [Update retail demand and retention](https://subfolder2.castamere.in/apidocs/update-retail-demand-and-retention.md) - [Release Retail Retention](https://subfolder2.castamere.in/apidocs/release-retail-retention.md) - [Get my retail summary](https://subfolder2.castamere.in/apidocs/get-my-retail-summary.md) - [Submit My Retail](https://subfolder2.castamere.in/apidocs/submit-my-retail.md) - [Assign My Retail Batch](https://subfolder2.castamere.in/apidocs/assign-my-retail-batch.md) - [Create Trade Release in batch](https://subfolder2.castamere.in/apidocs/create-trade-release-in-batch.md) - [Paginated list of all latest trades](https://subfolder2.castamere.in/apidocs/paginated-list-of-all-latest-trades.md) - [Retrieve a trade along with offering details](https://subfolder2.castamere.in/apidocs/retrieve-a-trade-along-with-offering-details.md) - [Update Trade Status](https://subfolder2.castamere.in/apidocs/update-trade-status.md) - [Get All Affiliate Members](https://subfolder2.castamere.in/apidocs/get-all-affiliate-members.md) - [Create Affiliate Member](https://subfolder2.castamere.in/apidocs/create-affiliate-member.md) - [Update Affiliate Member](https://subfolder2.castamere.in/apidocs/update-affiliate-member.md) - [Delete Affiliate Member](https://subfolder2.castamere.in/apidocs/delete-affiliate-member.md) - [List of Prospectus Deliveries on given offering](https://subfolder2.castamere.in/apidocs/list-of-prospectus-deliveries-on-given-offering.md) - [Resend latest prospectus delivery email to all available recipients of specified investors](https://subfolder2.castamere.in/apidocs/resend-latest-prospectus-delivery-email-to-all-available-recipients-of-specified-investors.md) - [Export investor prospectus emails sent for an offering to a zip file](https://subfolder2.castamere.in/apidocs/export-investor-prospectus-emails-sent-for-an-offering-to-a-zip-file.md) - [Accept Wire](https://subfolder2.castamere.in/apidocs/accept-wire.md) - [Decline Wire](https://subfolder2.castamere.in/apidocs/decline-wire.md) - [Assign Designations to Managers](https://subfolder2.castamere.in/apidocs/assign-designations-to-managers.md) - [List all Designations for given Offering.](https://subfolder2.castamere.in/apidocs/list-all-designations-for-given-offering.md) - [Get an Allocation and its Designations for given Indication Id.](https://subfolder2.castamere.in/apidocs/get-an-allocation-and-its-designations-for-given-indication-id.md) - [List of published designations](https://subfolder2.castamere.in/apidocs/list-of-published-designations.md) - [Publish Designation Version](https://subfolder2.castamere.in/apidocs/publish-designation-version.md) - [Get Sales Credit details](https://subfolder2.castamere.in/apidocs/get-sales-credit-details.md) - [Paginated list of all latest sales credits](https://subfolder2.castamere.in/apidocs/paginated-list-of-all-latest-sales-credits.md) - [Update Sales Credit status](https://subfolder2.castamere.in/apidocs/update-sales-credit-status.md) - [Assign Stabilization trades to Offering](https://subfolder2.castamere.in/apidocs/assign-stabilization-trades-to-offering.md) - [Get the status changes for an specific time period for all investors that have a certificate](https://subfolder2.castamere.in/apidocs/get-the-status-changes-for-an-specific-time-period-for-all-investors-that-have-a-certificate.md) - [Get the status of an attestation form by the external firm key or id](https://subfolder2.castamere.in/apidocs/get-the-status-of-an-attestation-form-by-the-external-firm-key-or-id.md) - [Get the attestation form by investor Id](https://subfolder2.castamere.in/apidocs/get-the-attestation-form-by-investor-id.md) - [Get the most recent certificate document for a given firm](https://subfolder2.castamere.in/apidocs/get-the-most-recent-certificate-document-for-a-given-firm.md) - [Get the certificate document for a given firm by certificate id](https://subfolder2.castamere.in/apidocs/get-the-certificate-document-for-a-given-firm-by-certificate-id.md) - [Get the status of attestation form by cmg entities key](https://subfolder2.castamere.in/apidocs/get-the-status-of-attestation-form-by-cmg-entities-key.md) - [Get the historical attestation status of a firm based on its cmgEntityKey and date](https://subfolder2.castamere.in/apidocs/get-the-historical-attestation-status-of-a-firm-based-on-its-cmgentitykey-and-date.md) - [Retrieves a list of investor firms using the specified search criteria.](https://subfolder2.castamere.in/apidocs/retrieves-a-list-of-investor-firms-using-the-specified-search-criteria.md) - [Creates an investor firm.](https://subfolder2.castamere.in/apidocs/creates-an-investor-firm.md) - [Gets an investor firm by the external firm key or id.](https://subfolder2.castamere.in/apidocs/gets-an-investor-firm-by-the-external-firm-key-or-id.md) - [Updates an existing investor firm record.](https://subfolder2.castamere.in/apidocs/updates-an-existing-investor-firm-record.md) - [Creates a basic investor firm with or without a FirmKey and provisions it with a CmgEntityKey.](https://subfolder2.castamere.in/apidocs/creates-a-basic-investor-firm-with-or-without-a-firmkey-and-provisions-it-with-a-cmgentitykey.md) - [Provisions an investor firm with a CmgEntityKey](https://subfolder2.castamere.in/apidocs/provisions-an-investor-firm-with-a-cmgentitykey.md) - [Gets the first Investor by mapped CmgEntityKey, sorted by earliest creation date](https://subfolder2.castamere.in/apidocs/gets-the-first-investor-by-mapped-cmgentitykey-sorted-by-earliest-creation-date.md) - [Gets all Investors mapped to the given CmgEntityKey](https://subfolder2.castamere.in/apidocs/gets-all-investors-mapped-to-the-given-cmgentitykey.md) - [Retrieves the approved hashed emails from a firm.](https://subfolder2.castamere.in/apidocs/retrieves-the-approved-hashed-emails-from-a-firm.md) - [Updates an existing Investor firm record with approved hashed emails.](https://subfolder2.castamere.in/apidocs/updates-an-existing-investor-firm-record-with-approved-hashed-emails.md) - [Bulk import approved investor emails](https://subfolder2.castamere.in/apidocs/bulk-import-approved-investor-emails.md) - [Creates a list of PWM investors with or without FirmKeys and provisions them with CmgEntityKeys. The investors will stay proprietary to your firm and won’t be used to match other banks' investor data.](https://subfolder2.castamere.in/apidocs/creates-a-list-of-pwm-investors-with-or-without-firmkeys-and-provisions-them-with-cmgentitykeys-the-investors-will-stay-proprietary-to-your-firm-and-wont-be-used-to-match-other-banks-investor-data.md) - [Creates a PWM investor with or without FirmKey and provision them with CmgEntityKeys. The investor will stay proprietary to your firm and won’t be used to match other banks' investor data.](https://subfolder2.castamere.in/apidocs/creates-a-pwm-investor-with-or-without-firmkey-and-provision-them-with-cmgentitykeys-the-investor-will-stay-proprietary-to-your-firm-and-wont-be-used-to-match-other-banks-investor-data.md) - [Creates an extension investor by providing an existing primaryFirmKey and extension name.](https://subfolder2.castamere.in/apidocs/creates-an-extension-investor-by-providing-an-existing-primaryfirmkey-and-extension-name.md) - [Creates a list of extension investors by providing an existing primaryFirmKey and extension name.](https://subfolder2.castamere.in/apidocs/creates-a-list-of-extension-investors-by-providing-an-existing-primaryfirmkey-and-extension-name.md) - [Retrieves the draft account status for the specified investor firm](https://subfolder2.castamere.in/apidocs/retrieves-the-draft-account-status-for-the-specified-investor-firm.md) - [Retrieves investor employees in the specified investor firm.](https://subfolder2.castamere.in/apidocs/retrieves-investor-employees-in-the-specified-investor-firm.md) - [Creates an investor employee in the specified investor firm.](https://subfolder2.castamere.in/apidocs/creates-an-investor-employee-in-the-specified-investor-firm.md) - [Retrieves an investor employee in the specified investor firm.](https://subfolder2.castamere.in/apidocs/retrieves-an-investor-employee-in-the-specified-investor-firm.md) - [Updates an investor employee in the specified investor firm.](https://subfolder2.castamere.in/apidocs/updates-an-investor-employee-in-the-specified-investor-firm.md) - [Retrieves all underwriter employee relationships for the specified investor firm.](https://subfolder2.castamere.in/apidocs/retrieves-all-underwriter-employee-relationships-for-the-specified-investor-firm.md) - [Creates an investor relationship for the specified underwriter employee and investor firm.](https://subfolder2.castamere.in/apidocs/creates-an-investor-relationship-for-the-specified-underwriter-employee-and-investor-firm.md) - [Retrieves an investor relationship for the specified investor firm and underwriter employee](https://subfolder2.castamere.in/apidocs/retrieves-an-investor-relationship-for-the-specified-investor-firm-and-underwriter-employee.md) - [Updates the investor relationship for the specified underwriter employee and investor firm.](https://subfolder2.castamere.in/apidocs/updates-the-investor-relationship-for-the-specified-underwriter-employee-and-investor-firm.md) - [Retrieves the investor coverage for the logged user](https://subfolder2.castamere.in/apidocs/retrieves-the-investor-coverage-for-the-logged-user.md) - [Retrieves the investor coverage for one specific employee](https://subfolder2.castamere.in/apidocs/retrieves-the-investor-coverage-for-one-specific-employee.md) - [Retrieves a list of underwriter employees using the specified search criteria.](https://subfolder2.castamere.in/apidocs/retrieves-a-list-of-underwriter-employees-using-the-specified-search-criteria.md) - [Creates an underwriter employee.](https://subfolder2.castamere.in/apidocs/creates-an-underwriter-employee.md) - [Retrieves an underwriter employee by linked Cmg User Id.](https://subfolder2.castamere.in/apidocs/retrieves-an-underwriter-employee-by-linked-cmg-user-id.md) - [Retrieves an underwriter employee by id.](https://subfolder2.castamere.in/apidocs/retrieves-an-underwriter-employee-by-id.md) - [Updates an underwriter employee.](https://subfolder2.castamere.in/apidocs/updates-an-underwriter-employee.md) - [Retrieves all investor relationships for the specified underwriter employee.](https://subfolder2.castamere.in/apidocs/retrieves-all-investor-relationships-for-the-specified-underwriter-employee.md) - [Creates an investor relationship for the specified underwriter employee and investor firm.](https://subfolder2.castamere.in/apidocs/creates-an-investor-relationship-for-the-specified-underwriter-employee-and-investor-firm-1.md) - [Retrieves an investor relationship for the specified underwriter employee and investor firm.](https://subfolder2.castamere.in/apidocs/retrieves-an-investor-relationship-for-the-specified-underwriter-employee-and-investor-firm.md) - [Updates the investor relationship for the specified underwriter employee and investor firm.](https://subfolder2.castamere.in/apidocs/updates-the-investor-relationship-for-the-specified-underwriter-employee-and-investor-firm-1.md) - [Bulk import full CRM data.](https://subfolder2.castamere.in/apidocs/bulk-import-full-crm-data.md) - [Gets a single Extended Data Schema record](https://subfolder2.castamere.in/apidocs/gets-a-single-extended-data-schema-record.md) - [Deletes a single Extended Data record](https://subfolder2.castamere.in/apidocs/deletes-a-single-extended-data-record.md) - [Gets the Extended Data Schemata](https://subfolder2.castamere.in/apidocs/gets-the-extended-data-schemata.md) - [Updates the entire Extended Data Schemata](https://subfolder2.castamere.in/apidocs/updates-the-entire-extended-data-schemata.md) - [Performs a partial update of the Extended Data Schemata](https://subfolder2.castamere.in/apidocs/performs-a-partial-update-of-the-extended-data-schemata.md) - [Gets Extended Data for one or more Investor Firms](https://subfolder2.castamere.in/apidocs/gets-extended-data-for-one-or-more-investor-firms.md) - [Fully updates all of the Extended Data for one or more Investor Firms](https://subfolder2.castamere.in/apidocs/fully-updates-all-of-the-extended-data-for-one-or-more-investor-firms.md) - [Partially updates Extended Data for one or more Investor Firms](https://subfolder2.castamere.in/apidocs/partially-updates-extended-data-for-one-or-more-investor-firms.md) - [/dex/api/v1/crm/extendedData/query](https://subfolder2.castamere.in/apidocs/dexapiv1crmextendeddataquery.md) - [Get Extended Data for a single Investor Firm](https://subfolder2.castamere.in/apidocs/get-extended-data-for-a-single-investor-firm.md) - [Query Finra Members](https://subfolder2.castamere.in/apidocs/query-finra-members.md) - [Gets an Underwriter firm by CmgEntityKey.](https://subfolder2.castamere.in/apidocs/gets-an-underwriter-firm-by-cmgentitykey.md) - [Retrieves a list of underwriters using the specified search criteria](https://subfolder2.castamere.in/apidocs/retrieves-a-list-of-underwriters-using-the-specified-search-criteria.md) - [Query Events accessible to the current Account from EventHub](https://subfolder2.castamere.in/apidocs/query-events-accessible-to-the-current-account-from-eventhub.md) ## Workspace name - [PageCat](https://subfolder2.castamere.in/workspace-slug/help/pagecated.md) - [Check404](https://subfolder2.castamere.in/workspace-slug/help/check404.md) - [Why did we build Document360?](https://subfolder2.castamere.in/workspace-slug/help/why-did-we-build-document360.md) - [5 basic things to get started](https://subfolder2.castamere.in/workspace-slug/help/5-basic-things-to-get-started.md) - [Why did we build Document360?](https://subfolder2.castamere.in/workspace-slug/help/why-did-we-build-document360-2.md) - [5 basic things to get started](https://subfolder2.castamere.in/workspace-slug/help/5-basic-things-to-get-started-2.md) - [Understanding customize site - Home](https://subfolder2.castamere.in/workspace-slug/help/understanding-customize-site-home.md) - [Understanding customize site - Home](https://subfolder2.castamere.in/workspace-slug/help/understanding-customize-site-home-2.md) - [Understanding - Drive](https://subfolder2.castamere.in/workspace-slug/help/understanding-drive.md) - [Understanding - Drive](https://subfolder2.castamere.in/workspace-slug/help/understanding-drive-2.md) - [Project Admin Settings](https://subfolder2.castamere.in/workspace-slug/help/project-admin-settings-3.md) - [Project Admin Settings](https://subfolder2.castamere.in/workspace-slug/help/project-admin-settings-5.md) - [Knowledge base site Settings](https://subfolder2.castamere.in/workspace-slug/help/knowledge-base-site-settings-3.md) - [Knowledge base site Settings](https://subfolder2.castamere.in/workspace-slug/help/knowledge-base-site-settings-5.md) - [Understanding - Glossary](https://subfolder2.castamere.in/workspace-slug/help/understanding-glossary-5.md) - [Understanding - Glossary](https://subfolder2.castamere.in/workspace-slug/help/understanding-glossary-3.md) - [Understanding Analytics](https://subfolder2.castamere.in/workspace-slug/help/understanding-analytics.md) - [Understanding Link Analytics](https://subfolder2.castamere.in/workspace-slug/help/understanding-link-analytics.md) - [Understanding Analytics](https://subfolder2.castamere.in/workspace-slug/help/understanding-analytics-2.md) - [Understanding Link Analytics](https://subfolder2.castamere.in/workspace-slug/help/understanding-link-analytics-2.md) - [Project Admin Settings](https://subfolder2.castamere.in/workspace-slug/help/project-admin-settings.md) - [Project Admin Settings](https://subfolder2.castamere.in/workspace-slug/help/project-admin-settings-2.md) - [Knowledge base site Settings](https://subfolder2.castamere.in/workspace-slug/help/knowledge-base-site-settings.md) - [Knowledge base site Settings](https://subfolder2.castamere.in/workspace-slug/help/knowledge-base-site-settings-2.md) - [Understanding - Glossary](https://subfolder2.castamere.in/workspace-slug/help/understanding-glossary.md) - [Understanding - Glossary](https://subfolder2.castamere.in/workspace-slug/help/understanding-glossary-2.md) - [testIndexCAT](https://subfolder2.castamere.in/workspace-slug/help/testindexcat.md) - [arc-1](https://subfolder2.castamere.in/workspace-slug/help/arc-1.md) - [art -2](https://subfolder2.castamere.in/workspace-slug/help/art-2.md) - [Why did we build Document360?](https://subfolder2.castamere.in/workspace-slug/help/why-did-we-build-document360-4.md) - [5 basic things to get started](https://subfolder2.castamere.in/workspace-slug/help/5-basic-things-to-get-started-4.md) ## v2-api (API Reference) - [Introduction](https://subfolder2.castamere.in/v2-api/apidocs/introduction.md) - [List Advisors](https://subfolder2.castamere.in/v2-api/apidocs/list-advisors.md) - [Create an Advisor](https://subfolder2.castamere.in/v2-api/apidocs/create-an-advisor.md) - [Update an Advisor](https://subfolder2.castamere.in/v2-api/apidocs/update-an-advisor.md) - [Update Record Status for an Advisor](https://subfolder2.castamere.in/v2-api/apidocs/update-record-status-for-an-advisor.md) - [List Demand Currencies](https://subfolder2.castamere.in/v2-api/apidocs/list-demand-currencies.md) - [Create a Demand Currency](https://subfolder2.castamere.in/v2-api/apidocs/create-a-demand-currency.md) - [Update a Demand Currency](https://subfolder2.castamere.in/v2-api/apidocs/update-a-demand-currency.md) - [Update Record Status of a Demand Currency](https://subfolder2.castamere.in/v2-api/apidocs/update-record-status-of-a-demand-currency.md) - [Update Disclaimers](https://subfolder2.castamere.in/v2-api/apidocs/update-disclaimers.md) - [Retrieve the Disclaimers](https://subfolder2.castamere.in/v2-api/apidocs/retrieve-the-disclaimers.md) - [Retrieve Entitlements Configuration.](https://subfolder2.castamere.in/v2-api/apidocs/retrieve-entitlements-configuration.md) - [Retrieve Entitlements for an Offering.](https://subfolder2.castamere.in/v2-api/apidocs/retrieve-entitlements-for-an-offering.md) - [Retrieve Published Syndicate Entitlements of the requesting account for an Offering.](https://subfolder2.castamere.in/v2-api/apidocs/retrieve-published-syndicate-entitlements-of-the-requesting-account-for-an-offering.md) - [Publish Entitlements for an Offering.](https://subfolder2.castamere.in/v2-api/apidocs/publish-entitlements-for-an-offering.md) - [List Instruments](https://subfolder2.castamere.in/v2-api/apidocs/list-instruments.md) - [Create an Instrument](https://subfolder2.castamere.in/v2-api/apidocs/create-an-instrument.md) - [Update an Instrument](https://subfolder2.castamere.in/v2-api/apidocs/update-an-instrument.md) - [Update Record Status for an Instrument](https://subfolder2.castamere.in/v2-api/apidocs/update-record-status-for-an-instrument.md) - [Retrieve Issuer Information](https://subfolder2.castamere.in/v2-api/apidocs/retrieve-issuer-information.md) - [Update Issuer Information](https://subfolder2.castamere.in/v2-api/apidocs/update-issuer-information.md) - [List Lenders](https://subfolder2.castamere.in/v2-api/apidocs/list-lenders.md) - [Create a Lender](https://subfolder2.castamere.in/v2-api/apidocs/create-a-lender.md) - [Update a Lender](https://subfolder2.castamere.in/v2-api/apidocs/update-a-lender.md) - [Update Record Status for a Lender](https://subfolder2.castamere.in/v2-api/apidocs/update-record-status-for-a-lender.md) - [Update Marketing](https://subfolder2.castamere.in/v2-api/apidocs/update-marketing.md) - [Retrieve Marketing](https://subfolder2.castamere.in/v2-api/apidocs/retrieve-marketing.md) - [Get available managers](https://subfolder2.castamere.in/v2-api/apidocs/get-available-managers.md) - [List Offerings.](https://subfolder2.castamere.in/v2-api/apidocs/list-offerings.md) - [Create a Draft Offering](https://subfolder2.castamere.in/v2-api/apidocs/create-a-draft-offering.md) - [Retrieve an Offering](https://subfolder2.castamere.in/v2-api/apidocs/retrieve-an-offering.md) - [Discard an Offering draft](https://subfolder2.castamere.in/v2-api/apidocs/discard-an-offering-draft.md) - [Retrieve Offering metadata](https://subfolder2.castamere.in/v2-api/apidocs/retrieve-offering-metadata.md) - [Import an Offering](https://subfolder2.castamere.in/v2-api/apidocs/import-an-offering.md) - [Import Over an Existing Offering](https://subfolder2.castamere.in/v2-api/apidocs/import-over-an-existing-offering.md) - [Publish an Offering](https://subfolder2.castamere.in/v2-api/apidocs/publish-an-offering.md) - [Retrieve Offering validation errors](https://subfolder2.castamere.in/v2-api/apidocs/retrieve-offering-validation-errors.md) - [Update Status for an Offering](https://subfolder2.castamere.in/v2-api/apidocs/update-status-for-an-offering.md) - [Update Type for an Offering](https://subfolder2.castamere.in/v2-api/apidocs/update-type-for-an-offering.md) - [Share a Draft Offering](https://subfolder2.castamere.in/v2-api/apidocs/share-a-draft-offering.md) - [Share a Draft Offering with Eligible Managers](https://subfolder2.castamere.in/v2-api/apidocs/share-a-draft-offering-with-eligible-managers.md) - [List shared history for draft offering](https://subfolder2.castamere.in/v2-api/apidocs/list-shared-history-for-draft-offering.md) - [Transfer Authorship of an Offering](https://subfolder2.castamere.in/v2-api/apidocs/transfer-authorship-of-an-offering.md) - [List Versions of an Offering](https://subfolder2.castamere.in/v2-api/apidocs/list-versions-of-an-offering.md) - [Retrieve a Version of an Offering](https://subfolder2.castamere.in/v2-api/apidocs/retrieve-a-version-of-an-offering.md) - [Update Timing Information](https://subfolder2.castamere.in/v2-api/apidocs/update-timing-information.md) - [Retrieve Timing Information](https://subfolder2.castamere.in/v2-api/apidocs/retrieve-timing-information.md) - [Assign DSP Agent](https://subfolder2.castamere.in/v2-api/apidocs/assign-dsp-agent.md) - [Assign Pricing Instrument](https://subfolder2.castamere.in/v2-api/apidocs/assign-pricing-instrument.md) - [Assign Pricing Currency](https://subfolder2.castamere.in/v2-api/apidocs/assign-pricing-currency.md) - [Ping endpoint to validate connectivity with a payload](https://subfolder2.castamere.in/v2-api/apidocs/ping-endpoint-to-validate-connectivity-with-a-payload.md) - [Upload an offering prospectus document.](https://subfolder2.castamere.in/v2-api/apidocs/upload-an-offering-prospectus-document.md) - [Retrieve all offering prospectus documents.](https://subfolder2.castamere.in/v2-api/apidocs/retrieve-all-offering-prospectus-documents.md) - [Replace the file associated with an offering prospectus document.](https://subfolder2.castamere.in/v2-api/apidocs/replace-the-file-associated-with-an-offering-prospectus-document.md) - [Retrieve an offering prospectus document by Id.](https://subfolder2.castamere.in/v2-api/apidocs/retrieve-an-offering-prospectus-document-by-id.md) - [Update prospectus document metadata](https://subfolder2.castamere.in/v2-api/apidocs/update-prospectus-document-metadata.md) - [Paginated List of all Published Offerings.](https://subfolder2.castamere.in/v2-api/apidocs/paginated-list-of-all-published-offerings.md) - [Gets the offering profile of an offering by the Id.](https://subfolder2.castamere.in/v2-api/apidocs/gets-the-offering-profile-of-an-offering-by-the-id.md) - [Discard a published offering](https://subfolder2.castamere.in/v2-api/apidocs/discard-a-published-offering.md) - [Export Published Offerings to Excel file.](https://subfolder2.castamere.in/v2-api/apidocs/export-published-offerings-to-excel-file.md) - [Retrieve syndicate managers for a published offering](https://subfolder2.castamere.in/v2-api/apidocs/retrieve-syndicate-managers-for-a-published-offering.md) - [Retrieve all offering prospectus documents.](https://subfolder2.castamere.in/v2-api/apidocs/retrieve-all-offering-prospectus-documents-1.md) - [Retrieve all versions of a published offering.](https://subfolder2.castamere.in/v2-api/apidocs/retrieve-all-versions-of-a-published-offering.md) - [Retrieve a version of published offering](https://subfolder2.castamere.in/v2-api/apidocs/retrieve-a-version-of-published-offering.md) - [List Roadshow Schedules](https://subfolder2.castamere.in/v2-api/apidocs/list-roadshow-schedules.md) - [Create a Roadshow Schedule](https://subfolder2.castamere.in/v2-api/apidocs/create-a-roadshow-schedule.md) - [Update a Roadshow Schedule](https://subfolder2.castamere.in/v2-api/apidocs/update-a-roadshow-schedule.md) - [Update Record Status for a Roadshow Schedule](https://subfolder2.castamere.in/v2-api/apidocs/update-record-status-for-a-roadshow-schedule.md) - [Retrieve Security Information](https://subfolder2.castamere.in/v2-api/apidocs/retrieve-security-information.md) - [Update Security Information](https://subfolder2.castamere.in/v2-api/apidocs/update-security-information.md) - [Retrieves a specific shared draft offering by the offering Id.](https://subfolder2.castamere.in/v2-api/apidocs/retrieves-a-specific-shared-draft-offering-by-the-offering-id.md) - [Paginated list of all shared draft offerings ordered by expected Pricing Date, then by Issuer Name.](https://subfolder2.castamere.in/v2-api/apidocs/paginated-list-of-all-shared-draft-offerings-ordered-by-expected-pricing-date-then-by-issuer-name.md) - [List Sponsors](https://subfolder2.castamere.in/v2-api/apidocs/list-sponsors.md) - [Create a Sponsor](https://subfolder2.castamere.in/v2-api/apidocs/create-a-sponsor.md) - [Update a Sponsor](https://subfolder2.castamere.in/v2-api/apidocs/update-a-sponsor.md) - [Update Record Status for a Sponsor](https://subfolder2.castamere.in/v2-api/apidocs/update-record-status-for-a-sponsor.md) - [Retrieve Offering Syndicate](https://subfolder2.castamere.in/v2-api/apidocs/retrieve-offering-syndicate.md) - [Update the Syndicate](https://subfolder2.castamere.in/v2-api/apidocs/update-the-syndicate.md) - [Create a Manager](https://subfolder2.castamere.in/v2-api/apidocs/create-a-manager.md) - [Update a Manager](https://subfolder2.castamere.in/v2-api/apidocs/update-a-manager.md) - [Update Record Status for a Manager](https://subfolder2.castamere.in/v2-api/apidocs/update-record-status-for-a-manager.md) - [Update Manager Sequence](https://subfolder2.castamere.in/v2-api/apidocs/update-manager-sequence.md) - [Update Manager Responsibilities](https://subfolder2.castamere.in/v2-api/apidocs/update-manager-responsibilities.md) - [Update Incentive Fee Distribution](https://subfolder2.castamere.in/v2-api/apidocs/update-incentive-fee-distribution.md) - [Update Underwriting Base Fee Distribution](https://subfolder2.castamere.in/v2-api/apidocs/update-underwriting-base-fee-distribution.md) - [Update Selling Concession Distribution](https://subfolder2.castamere.in/v2-api/apidocs/update-selling-concession-distribution.md) - [Update Management Fee Distribution](https://subfolder2.castamere.in/v2-api/apidocs/update-management-fee-distribution.md) - [Update Underwriting Fee Total Distribution](https://subfolder2.castamere.in/v2-api/apidocs/update-underwriting-fee-total-distribution.md) - [Get Manager Economics](https://subfolder2.castamere.in/v2-api/apidocs/get-manager-economics.md) - [Update Overallotment Exercised Shares Distribution](https://subfolder2.castamere.in/v2-api/apidocs/update-overallotment-exercised-shares-distribution.md) - [Update Underwriting Base Shares Distribution](https://subfolder2.castamere.in/v2-api/apidocs/update-underwriting-base-shares-distribution.md) - [Update Terms](https://subfolder2.castamere.in/v2-api/apidocs/update-terms.md) - [Update Follow-On Pricing Information](https://subfolder2.castamere.in/v2-api/apidocs/update-follow-on-pricing-information.md) - [Retrieve Follow-On Pricing Information](https://subfolder2.castamere.in/v2-api/apidocs/retrieve-follow-on-pricing-information.md) - [List Filings](https://subfolder2.castamere.in/v2-api/apidocs/list-filings.md) - [Create a Filing](https://subfolder2.castamere.in/v2-api/apidocs/create-a-filing.md) - [Retrieve a Filing](https://subfolder2.castamere.in/v2-api/apidocs/retrieve-a-filing.md) - [Update a Filing](https://subfolder2.castamere.in/v2-api/apidocs/update-a-filing.md) - [Update Record Status for a Filing](https://subfolder2.castamere.in/v2-api/apidocs/update-record-status-for-a-filing.md) - [Update Underwriting Fees and Discounts](https://subfolder2.castamere.in/v2-api/apidocs/update-underwriting-fees-and-discounts.md) - [Retrieve Underwriting Fees and Discounts](https://subfolder2.castamere.in/v2-api/apidocs/retrieve-underwriting-fees-and-discounts.md) - [Update Base Gross Spread Data](https://subfolder2.castamere.in/v2-api/apidocs/update-base-gross-spread-data.md) - [Update Incentive Fee Data](https://subfolder2.castamere.in/v2-api/apidocs/update-incentive-fee-data.md) - [List Tranches](https://subfolder2.castamere.in/v2-api/apidocs/list-tranches.md) - [Update a Tranche](https://subfolder2.castamere.in/v2-api/apidocs/update-a-tranche.md) - [Associate an Instrument with a Tranche](https://subfolder2.castamere.in/v2-api/apidocs/associate-an-instrument-with-a-tranche.md) - [Assign an Instrument as default for a Tranche](https://subfolder2.castamere.in/v2-api/apidocs/assign-an-instrument-as-default-for-a-tranche.md) - [Remove an Instrument from a Tranche](https://subfolder2.castamere.in/v2-api/apidocs/remove-an-instrument-from-a-tranche.md) - [Associate a Demand Currency with a Tranche](https://subfolder2.castamere.in/v2-api/apidocs/associate-a-demand-currency-with-a-tranche.md) - [Remove a Demand Currency from a Tranche](https://subfolder2.castamere.in/v2-api/apidocs/remove-a-demand-currency-from-a-tranche.md) - [Assign Billing and Delivery Agent](https://subfolder2.castamere.in/v2-api/apidocs/assign-billing-and-delivery-agent.md) - [Unassign Billing and Delivery Agent](https://subfolder2.castamere.in/v2-api/apidocs/unassign-billing-and-delivery-agent.md) - [Get Billing and Delivery Agent](https://subfolder2.castamere.in/v2-api/apidocs/get-billing-and-delivery-agent.md) - [Assign/Unassign Billing and Delivery Agent to multiple Institutional Indications](https://subfolder2.castamere.in/v2-api/apidocs/assignunassign-billing-and-delivery-agent-to-multiple-institutional-indications.md) - [List Draft Institutional Allocation Sets](https://subfolder2.castamere.in/v2-api/apidocs/list-draft-institutional-allocation-sets.md) - [Create a Draft Institutional Allocation Set](https://subfolder2.castamere.in/v2-api/apidocs/create-a-draft-institutional-allocation-set.md) - [Retrieve a Draft Institutional Allocation Set](https://subfolder2.castamere.in/v2-api/apidocs/retrieve-a-draft-institutional-allocation-set.md) - [Update Name for a Draft Institutional Allocation Set](https://subfolder2.castamere.in/v2-api/apidocs/update-name-for-a-draft-institutional-allocation-set.md) - [Share or Stop sharing Institutional Allocation Draft](https://subfolder2.castamere.in/v2-api/apidocs/share-or-stop-sharing-institutional-allocation-draft.md) - [Share a Draft Institutional Allocation Set](https://subfolder2.castamere.in/v2-api/apidocs/share-a-draft-institutional-allocation-set.md) - [Update Record Status for a Draft Institutional Allocation Set](https://subfolder2.castamere.in/v2-api/apidocs/update-record-status-for-a-draft-institutional-allocation-set.md) - [Update Deal Layout for a Draft Institutional Allocation Set](https://subfolder2.castamere.in/v2-api/apidocs/update-deal-layout-for-a-draft-institutional-allocation-set.md) - [Copy and overwrite Draft Institutional Allocation Set to Default Draft Institutional Allocation Set](https://subfolder2.castamere.in/v2-api/apidocs/copy-and-overwrite-draft-institutional-allocation-set-to-default-draft-institutional-allocation-set.md) - [List Draft Institutional Allocations](https://subfolder2.castamere.in/v2-api/apidocs/list-draft-institutional-allocations.md) - [Batch Update Draft Institutional Allocations](https://subfolder2.castamere.in/v2-api/apidocs/batch-update-draft-institutional-allocations.md) - [Update a Draft Institutional Allocation](https://subfolder2.castamere.in/v2-api/apidocs/update-a-draft-institutional-allocation.md) - [Retrieve a Draft Institutional Allocation](https://subfolder2.castamere.in/v2-api/apidocs/retrieve-a-draft-institutional-allocation.md) - [Create Final Institutional Allocations](https://subfolder2.castamere.in/v2-api/apidocs/create-final-institutional-allocations.md) - [Retrieve a Final Institutional Allocation Set](https://subfolder2.castamere.in/v2-api/apidocs/retrieve-a-final-institutional-allocation-set.md) - [Share or Stop sharing a Final Institutional Allocation Set](https://subfolder2.castamere.in/v2-api/apidocs/share-or-stop-sharing-a-final-institutional-allocation-set.md) - [Share a Final Institutional Allocation Set](https://subfolder2.castamere.in/v2-api/apidocs/share-a-final-institutional-allocation-set.md) - [Release a Final Institutional Allocation Set](https://subfolder2.castamere.in/v2-api/apidocs/release-a-final-institutional-allocation-set.md) - [Update Deal Layout for a Final Institutional Allocation Set](https://subfolder2.castamere.in/v2-api/apidocs/update-deal-layout-for-a-final-institutional-allocation-set.md) - [List Final Institutional Allocations](https://subfolder2.castamere.in/v2-api/apidocs/list-final-institutional-allocations.md) - [Batch Update Final Institutional Allocations](https://subfolder2.castamere.in/v2-api/apidocs/batch-update-final-institutional-allocations.md) - [Update a Final Institutional Allocation](https://subfolder2.castamere.in/v2-api/apidocs/update-a-final-institutional-allocation.md) - [Retrieve a Final Institutional Allocation](https://subfolder2.castamere.in/v2-api/apidocs/retrieve-a-final-institutional-allocation.md) - [List Versions of a Final Institutional Allocation](https://subfolder2.castamere.in/v2-api/apidocs/list-versions-of-a-final-institutional-allocation.md) - [Acknowledge a Final Institutional Allocation](https://subfolder2.castamere.in/v2-api/apidocs/acknowledge-a-final-institutional-allocation.md) - [Reject a Final Institutional Allocation](https://subfolder2.castamere.in/v2-api/apidocs/reject-a-final-institutional-allocation.md) - [Undo Acknowledgement for a Final Institutional Allocation](https://subfolder2.castamere.in/v2-api/apidocs/undo-acknowledgement-for-a-final-institutional-allocation.md) - [Assign an Institutional Indication Note](https://subfolder2.castamere.in/v2-api/apidocs/assign-an-institutional-indication-note.md) - [List Institutional Indication Notes](https://subfolder2.castamere.in/v2-api/apidocs/list-institutional-indication-notes.md) - [Assign contacts to indication](https://subfolder2.castamere.in/v2-api/apidocs/assign-contacts-to-indication.md) - [Get indication contacts](https://subfolder2.castamere.in/v2-api/apidocs/get-indication-contacts.md) - [Retrieve an Institutional Indication](https://subfolder2.castamere.in/v2-api/apidocs/retrieve-an-institutional-indication.md) - [Update an Institutional Indication](https://subfolder2.castamere.in/v2-api/apidocs/update-an-institutional-indication.md) - [List Institutional Indications](https://subfolder2.castamere.in/v2-api/apidocs/list-institutional-indications.md) - [Create an Institutional Indication](https://subfolder2.castamere.in/v2-api/apidocs/create-an-institutional-indication.md) - [Pass on an Offering](https://subfolder2.castamere.in/v2-api/apidocs/pass-on-an-offering.md) - [Convert an Indication to a Pass](https://subfolder2.castamere.in/v2-api/apidocs/convert-an-indication-to-a-pass.md) - [Update Indication Status for an Institutional Indication](https://subfolder2.castamere.in/v2-api/apidocs/update-indication-status-for-an-institutional-indication.md) - [Update Delivery Instructions for an Institutional Indication](https://subfolder2.castamere.in/v2-api/apidocs/update-delivery-instructions-for-an-institutional-indication.md) - [Mark an Indication as a Duplicate of Another](https://subfolder2.castamere.in/v2-api/apidocs/mark-an-indication-as-a-duplicate-of-another.md) - [Unmark an Institutional Indication as Duplicate](https://subfolder2.castamere.in/v2-api/apidocs/unmark-an-institutional-indication-as-duplicate.md) - [Batch - Mark Institutional Indications as duplicate](https://subfolder2.castamere.in/v2-api/apidocs/batch-mark-institutional-indications-as-duplicate.md) - [List Duplicate and Source of Truth Indications](https://subfolder2.castamere.in/v2-api/apidocs/list-duplicate-and-source-of-truth-indications.md) - [List Versions of an Institutional Indication](https://subfolder2.castamere.in/v2-api/apidocs/list-versions-of-an-institutional-indication.md) - [List acknowledgements for an Institutional Indication](https://subfolder2.castamere.in/v2-api/apidocs/list-acknowledgements-for-an-institutional-indication.md) - [Acknowledge an Institutional Indication](https://subfolder2.castamere.in/v2-api/apidocs/acknowledge-an-institutional-indication.md) - [Remove an Institutional Indication's Acknowledgement](https://subfolder2.castamere.in/v2-api/apidocs/remove-an-institutional-indications-acknowledgement.md) - [Assign private CRM Investor Key](https://subfolder2.castamere.in/v2-api/apidocs/assign-private-crm-investor-key.md) - [Update State for an Order Book](https://subfolder2.castamere.in/v2-api/apidocs/update-state-for-an-order-book.md) - [Retrieve an Order Book](https://subfolder2.castamere.in/v2-api/apidocs/retrieve-an-order-book.md) - [Get Retail Demand](https://subfolder2.castamere.in/v2-api/apidocs/get-retail-demand.md) - [Get Retail Retention](https://subfolder2.castamere.in/v2-api/apidocs/get-retail-retention.md) - [Update retail demand and retention](https://subfolder2.castamere.in/v2-api/apidocs/update-retail-demand-and-retention.md) - [Release Retail Retention](https://subfolder2.castamere.in/v2-api/apidocs/release-retail-retention.md) - [Get my retail summary](https://subfolder2.castamere.in/v2-api/apidocs/get-my-retail-summary.md) - [Submit My Retail](https://subfolder2.castamere.in/v2-api/apidocs/submit-my-retail.md) - [Assign My Retail Batch](https://subfolder2.castamere.in/v2-api/apidocs/assign-my-retail-batch.md) - [Create Trade Release in batch](https://subfolder2.castamere.in/v2-api/apidocs/create-trade-release-in-batch.md) - [Paginated list of all latest trades](https://subfolder2.castamere.in/v2-api/apidocs/paginated-list-of-all-latest-trades.md) - [Retrieve a trade along with offering details](https://subfolder2.castamere.in/v2-api/apidocs/retrieve-a-trade-along-with-offering-details.md) - [Update Trade Status](https://subfolder2.castamere.in/v2-api/apidocs/update-trade-status.md) - [Get All Affiliate Members](https://subfolder2.castamere.in/v2-api/apidocs/get-all-affiliate-members.md) - [Create Affiliate Member](https://subfolder2.castamere.in/v2-api/apidocs/create-affiliate-member.md) - [Update Affiliate Member](https://subfolder2.castamere.in/v2-api/apidocs/update-affiliate-member.md) - [Delete Affiliate Member](https://subfolder2.castamere.in/v2-api/apidocs/delete-affiliate-member.md) - [List of Prospectus Deliveries on given offering](https://subfolder2.castamere.in/v2-api/apidocs/list-of-prospectus-deliveries-on-given-offering.md) - [Resend latest prospectus delivery email to all available recipients of specified investors](https://subfolder2.castamere.in/v2-api/apidocs/resend-latest-prospectus-delivery-email-to-all-available-recipients-of-specified-investors.md) - [Export investor prospectus emails sent for an offering to a zip file](https://subfolder2.castamere.in/v2-api/apidocs/export-investor-prospectus-emails-sent-for-an-offering-to-a-zip-file.md) - [Accept Wire](https://subfolder2.castamere.in/v2-api/apidocs/accept-wire.md) - [Decline Wire](https://subfolder2.castamere.in/v2-api/apidocs/decline-wire.md) - [Assign Designations to Managers](https://subfolder2.castamere.in/v2-api/apidocs/assign-designations-to-managers.md) - [List all Designations for given Offering.](https://subfolder2.castamere.in/v2-api/apidocs/list-all-designations-for-given-offering.md) - [Get an Allocation and its Designations for given Indication Id.](https://subfolder2.castamere.in/v2-api/apidocs/get-an-allocation-and-its-designations-for-given-indication-id.md) - [List of published designations](https://subfolder2.castamere.in/v2-api/apidocs/list-of-published-designations.md) - [Publish Designation Version](https://subfolder2.castamere.in/v2-api/apidocs/publish-designation-version.md) - [Get Sales Credit details](https://subfolder2.castamere.in/v2-api/apidocs/get-sales-credit-details.md) - [Paginated list of all latest sales credits](https://subfolder2.castamere.in/v2-api/apidocs/paginated-list-of-all-latest-sales-credits.md) - [Update Sales Credit status](https://subfolder2.castamere.in/v2-api/apidocs/update-sales-credit-status.md) - [Assign Stabilization trades to Offering](https://subfolder2.castamere.in/v2-api/apidocs/assign-stabilization-trades-to-offering.md) - [Get the status changes for an specific time period for all investors that have a certificate](https://subfolder2.castamere.in/v2-api/apidocs/get-the-status-changes-for-an-specific-time-period-for-all-investors-that-have-a-certificate.md) - [Get the status of an attestation form by the external firm key or id](https://subfolder2.castamere.in/v2-api/apidocs/get-the-status-of-an-attestation-form-by-the-external-firm-key-or-id.md) - [Get the attestation form by investor Id](https://subfolder2.castamere.in/v2-api/apidocs/get-the-attestation-form-by-investor-id.md) - [Get the most recent certificate document for a given firm](https://subfolder2.castamere.in/v2-api/apidocs/get-the-most-recent-certificate-document-for-a-given-firm.md) - [Get the certificate document for a given firm by certificate id](https://subfolder2.castamere.in/v2-api/apidocs/get-the-certificate-document-for-a-given-firm-by-certificate-id.md) - [Get the status of attestation form by cmg entities key](https://subfolder2.castamere.in/v2-api/apidocs/get-the-status-of-attestation-form-by-cmg-entities-key.md) - [Get the historical attestation status of a firm based on its cmgEntityKey and date](https://subfolder2.castamere.in/v2-api/apidocs/get-the-historical-attestation-status-of-a-firm-based-on-its-cmgentitykey-and-date.md) - [Retrieves a list of investor firms using the specified search criteria.](https://subfolder2.castamere.in/v2-api/apidocs/retrieves-a-list-of-investor-firms-using-the-specified-search-criteria.md) - [Creates an investor firm.](https://subfolder2.castamere.in/v2-api/apidocs/creates-an-investor-firm.md) - [Gets an investor firm by the external firm key or id.](https://subfolder2.castamere.in/v2-api/apidocs/gets-an-investor-firm-by-the-external-firm-key-or-id.md) - [Updates an existing investor firm record.](https://subfolder2.castamere.in/v2-api/apidocs/updates-an-existing-investor-firm-record.md) - [Creates a basic investor firm with or without a FirmKey and provisions it with a CmgEntityKey.](https://subfolder2.castamere.in/v2-api/apidocs/creates-a-basic-investor-firm-with-or-without-a-firmkey-and-provisions-it-with-a-cmgentitykey.md) - [Provisions an investor firm with a CmgEntityKey](https://subfolder2.castamere.in/v2-api/apidocs/provisions-an-investor-firm-with-a-cmgentitykey.md) - [Gets the first Investor by mapped CmgEntityKey, sorted by earliest creation date](https://subfolder2.castamere.in/v2-api/apidocs/gets-the-first-investor-by-mapped-cmgentitykey-sorted-by-earliest-creation-date.md) - [Gets all Investors mapped to the given CmgEntityKey](https://subfolder2.castamere.in/v2-api/apidocs/gets-all-investors-mapped-to-the-given-cmgentitykey.md) - [Retrieves the approved hashed emails from a firm.](https://subfolder2.castamere.in/v2-api/apidocs/retrieves-the-approved-hashed-emails-from-a-firm.md) - [Updates an existing Investor firm record with approved hashed emails.](https://subfolder2.castamere.in/v2-api/apidocs/updates-an-existing-investor-firm-record-with-approved-hashed-emails.md) - [Bulk import approved investor emails](https://subfolder2.castamere.in/v2-api/apidocs/bulk-import-approved-investor-emails.md) - [Creates a list of PWM investors with or without FirmKeys and provisions them with CmgEntityKeys. The investors will stay proprietary to your firm and won’t be used to match other banks' investor data.](https://subfolder2.castamere.in/v2-api/apidocs/creates-a-list-of-pwm-investors-with-or-without-firmkeys-and-provisions-them-with-cmgentitykeys-the-investors-will-stay-proprietary-to-your-firm-and-wont-be-used-to-match-other-banks-investor-data.md) - [Creates a PWM investor with or without FirmKey and provision them with CmgEntityKeys. The investor will stay proprietary to your firm and won’t be used to match other banks' investor data.](https://subfolder2.castamere.in/v2-api/apidocs/creates-a-pwm-investor-with-or-without-firmkey-and-provision-them-with-cmgentitykeys-the-investor-will-stay-proprietary-to-your-firm-and-wont-be-used-to-match-other-banks-investor-data.md) - [Creates an extension investor by providing an existing primaryFirmKey and extension name.](https://subfolder2.castamere.in/v2-api/apidocs/creates-an-extension-investor-by-providing-an-existing-primaryfirmkey-and-extension-name.md) - [Creates a list of extension investors by providing an existing primaryFirmKey and extension name.](https://subfolder2.castamere.in/v2-api/apidocs/creates-a-list-of-extension-investors-by-providing-an-existing-primaryfirmkey-and-extension-name.md) - [Retrieves the draft account status for the specified investor firm](https://subfolder2.castamere.in/v2-api/apidocs/retrieves-the-draft-account-status-for-the-specified-investor-firm.md) - [Retrieves investor employees in the specified investor firm.](https://subfolder2.castamere.in/v2-api/apidocs/retrieves-investor-employees-in-the-specified-investor-firm.md) - [Creates an investor employee in the specified investor firm.](https://subfolder2.castamere.in/v2-api/apidocs/creates-an-investor-employee-in-the-specified-investor-firm.md) - [Retrieves an investor employee in the specified investor firm.](https://subfolder2.castamere.in/v2-api/apidocs/retrieves-an-investor-employee-in-the-specified-investor-firm.md) - [Updates an investor employee in the specified investor firm.](https://subfolder2.castamere.in/v2-api/apidocs/updates-an-investor-employee-in-the-specified-investor-firm.md) - [Retrieves all underwriter employee relationships for the specified investor firm.](https://subfolder2.castamere.in/v2-api/apidocs/retrieves-all-underwriter-employee-relationships-for-the-specified-investor-firm.md) - [Creates an investor relationship for the specified underwriter employee and investor firm.](https://subfolder2.castamere.in/v2-api/apidocs/creates-an-investor-relationship-for-the-specified-underwriter-employee-and-investor-firm.md) - [Retrieves an investor relationship for the specified investor firm and underwriter employee](https://subfolder2.castamere.in/v2-api/apidocs/retrieves-an-investor-relationship-for-the-specified-investor-firm-and-underwriter-employee.md) - [Updates the investor relationship for the specified underwriter employee and investor firm.](https://subfolder2.castamere.in/v2-api/apidocs/updates-the-investor-relationship-for-the-specified-underwriter-employee-and-investor-firm.md) - [Retrieves the investor coverage for the logged user](https://subfolder2.castamere.in/v2-api/apidocs/retrieves-the-investor-coverage-for-the-logged-user.md) - [Retrieves the investor coverage for one specific employee](https://subfolder2.castamere.in/v2-api/apidocs/retrieves-the-investor-coverage-for-one-specific-employee.md) - [Retrieves a list of underwriter employees using the specified search criteria.](https://subfolder2.castamere.in/v2-api/apidocs/retrieves-a-list-of-underwriter-employees-using-the-specified-search-criteria.md) - [Creates an underwriter employee.](https://subfolder2.castamere.in/v2-api/apidocs/creates-an-underwriter-employee.md) - [Retrieves an underwriter employee by linked Cmg User Id.](https://subfolder2.castamere.in/v2-api/apidocs/retrieves-an-underwriter-employee-by-linked-cmg-user-id.md) - [Retrieves an underwriter employee by id.](https://subfolder2.castamere.in/v2-api/apidocs/retrieves-an-underwriter-employee-by-id.md) - [Updates an underwriter employee.](https://subfolder2.castamere.in/v2-api/apidocs/updates-an-underwriter-employee.md) - [Retrieves all investor relationships for the specified underwriter employee.](https://subfolder2.castamere.in/v2-api/apidocs/retrieves-all-investor-relationships-for-the-specified-underwriter-employee.md) - [Creates an investor relationship for the specified underwriter employee and investor firm.](https://subfolder2.castamere.in/v2-api/apidocs/creates-an-investor-relationship-for-the-specified-underwriter-employee-and-investor-firm-1.md) - [Retrieves an investor relationship for the specified underwriter employee and investor firm.](https://subfolder2.castamere.in/v2-api/apidocs/retrieves-an-investor-relationship-for-the-specified-underwriter-employee-and-investor-firm.md) - [Updates the investor relationship for the specified underwriter employee and investor firm.](https://subfolder2.castamere.in/v2-api/apidocs/updates-the-investor-relationship-for-the-specified-underwriter-employee-and-investor-firm-1.md) - [Bulk import full CRM data.](https://subfolder2.castamere.in/v2-api/apidocs/bulk-import-full-crm-data.md) - [Gets a single Extended Data Schema record](https://subfolder2.castamere.in/v2-api/apidocs/gets-a-single-extended-data-schema-record.md) - [Deletes a single Extended Data record](https://subfolder2.castamere.in/v2-api/apidocs/deletes-a-single-extended-data-record.md) - [Gets the Extended Data Schemata](https://subfolder2.castamere.in/v2-api/apidocs/gets-the-extended-data-schemata.md) - [Updates the entire Extended Data Schemata](https://subfolder2.castamere.in/v2-api/apidocs/updates-the-entire-extended-data-schemata.md) - [Performs a partial update of the Extended Data Schemata](https://subfolder2.castamere.in/v2-api/apidocs/performs-a-partial-update-of-the-extended-data-schemata.md) - [Gets Extended Data for one or more Investor Firms](https://subfolder2.castamere.in/v2-api/apidocs/gets-extended-data-for-one-or-more-investor-firms.md) - [Fully updates all of the Extended Data for one or more Investor Firms](https://subfolder2.castamere.in/v2-api/apidocs/fully-updates-all-of-the-extended-data-for-one-or-more-investor-firms.md) - [Partially updates Extended Data for one or more Investor Firms](https://subfolder2.castamere.in/v2-api/apidocs/partially-updates-extended-data-for-one-or-more-investor-firms.md) - [/dex/api/v1/crm/extendedData/query](https://subfolder2.castamere.in/v2-api/apidocs/dexapiv1crmextendeddataquery.md) - [Get Extended Data for a single Investor Firm](https://subfolder2.castamere.in/v2-api/apidocs/get-extended-data-for-a-single-investor-firm.md) - [Query Finra Members](https://subfolder2.castamere.in/v2-api/apidocs/query-finra-members.md) - [Gets an Underwriter firm by CmgEntityKey.](https://subfolder2.castamere.in/v2-api/apidocs/gets-an-underwriter-firm-by-cmgentitykey.md) - [Retrieves a list of underwriters using the specified search criteria](https://subfolder2.castamere.in/v2-api/apidocs/retrieves-a-list-of-underwriters-using-the-specified-search-criteria.md) - [Query Events accessible to the current Account from EventHub](https://subfolder2.castamere.in/v2-api/apidocs/query-events-accessible-to-the-current-account-from-eventhub.md)