Overview
RetailOrderInstructionService is a rest service used to create and manager orders for clients.
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"/login/{ssn}"
Stream Login(string ssn);
"/customerinfo/{ssn}"
Stream CustomerInfo(string ssn);
"/create/{ssn}"
Stream Create(string ssn, CreateOrderInstructionRetailDmaRequest json);
"/update/{ssn}"
Stream Update(string ssn, UpdateOrderInstructionsRetailDmaRequest json);
"/cancel/{ssn}"
Stream Cancel(string ssn, CancelOrderInstructionRetailDmaRequest json);
"/calculateorder/{ssn}"
Stream CalculateOrder(string ssn, CalculateOrderRetailDmaRequest request);
"/portfoliooverview/{ssn}"
Stream GetPortfolioOverview(string ssn, Kodi.Kodiak.OrderEntry.Retail.Contracts.PortfolioOverviewRequest request);
"/portfolioposition/{ssn}"
Stream GetPortfolioPosition(string ssn, Kodi.Kodiak.OrderEntry.Retail.Contracts.PortfolioPositionRequest request);
"/portfoliotransactions/{ssn}"
Stream GetPortfolioTransactions(string ssn, Kodi.Kodiak.OrderEntry.Retail.Contracts.PortfolioTransactionsRequest request);
"/accountbalance/{ssn}"
Stream GetAccountBalance(string ssn, Kodi.Kodiak.OrderEntry.Retail.Contracts.AccountBalanceRequest request);
"/searchorders/{ssn}"
Stream SearchOrders(string ssn, Kodi.Kodiak.OrderEntry.Retail.Contracts.OrderSearchRequest request);
"/searchtrades/{ssn}"
Stream SearchTrades(string ssn, Kodi.Kodiak.OrderEntry.Retail.Contracts.TradeSearchRequest request); |
Prerequisites
What do we need from 5D?
5D Endpoints - Paths to
PerformanceServiceandExternalQueryServiceAuthorization/user configuration - The identity of windows user needed to call those services. This user is specified in appSettings.config as RetailsCustomerUserId
Setup
The Kodi.Kodiak.OrderEntry.Retail.dll file needs to be present in C:/KodiakOrderEntryServer
A correct version of Kodi.Kodiak.Adapters.Libra.dll (above 3.1.1.52) needs to be present in C:/KodiakOrderEntryServer
Configuration
The following configuration files need to be set
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