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Key Principles

Principle

Decision / Discussion

Status



Interface "PortfolioGuidelineAnalysis"

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Status

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Reporting Business Logic

Usage & Contents

  • used to produce portfolio guideline analysis (GA001)

Reporting Business Logic

Consistency rules

The following rules should be adhered to by any response and will eventually be checked when consuming a response: tbd

Path

/portfolio/guidelineanalysis

Parameters

portfolioId

string

The id of the portfolio (or consolidation) in the data source

reportingDate

string (date)

The reporting date the reporting is produced for

Example call

/portfolio/guidelineanalysis?portfolioId=E0016&reportingDate=2019-03-31

Response structure

If the API can fulfill the request (response status code 200 = OK) the response must follow the below json-schema.

  • The request part of the response has to match the path and parameters used in the API call/request

  • The json schema currently excludes the schema for dataVersioning (should be designed by CSAM)

Schema

https://bitbucket.org/banknotes/ngr/src/df61b39d18a16581cd95aed9694991bbe39c5fb1/ngr-csamsolution/src/Model/schema/PortfolioGuidelineAnalysis.schema.json?at=release%2Fcurrent

Error handling

If the request can't be fulfilled an appropriate response status code (4xx or 5xx) must be used. Possible errors could be

  • bad request structure → expected status = 400

  • portfolioId not found or reportingDate in future → expected status = 404

  • etc.

The body of the response should contain information about the reason of the error in plain text or as json object.

Consistency rules

The following rules should be adhered to by any response and will eventually be checked when consuming a response:

Schema

Status
titleon request

Example

Status
titleon request