Operating Model:

Reports

With our Investment API, you can automatically create statements for end users. The use cases shown here outline how you can view, retrieve and download user-specific messages.

  • How to retrieve a generated report
    Learn how you can use asynchronous webhooks to retrieve a user-focused report that is currently stored securely.

  • Displaying available reports
    Understand how the report data model can be used in front-end applications to display different report types, apply filters or sort reports in a logical way.

  • Downloading a report
    Be guided through the process that allows the end user to access and export prepared or requested ad hoc reports while complying with data protection standards.

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