User Attributes Object
User accounts can be initialized as either an End-User or Service User:
End-User accounts are assigned to employees.
Service User accounts are used by applications such as the LDAP sync or any application or bot built using the Symphony APIs.
Do not assign Service User accounts to an employee. Calling certain endpoints requires a Service User configured with the correct role or roles. For more information about End-User and Service User accounts and their roles, see the Symphony Administration Guide.
End-User Account Attributes V2
firstName
and lastName
have a 64-character limit. All other End-User attributes have a 256-character limit.
The following attributes apply to the Create User V2 and Update User v2 endpoints. Note that the column "Required at Creation" concerns only the Create User v2 endpoint.
accountType
Possible values: NORMAL
(end-user), SYSTEM
(service user).
If not specified, NORMAL
will be used.
When you create a SYSTEM
account, the following properties are not required: firstName
, lastName
.
emailAddress
The user's email address. Must be unique.
firstName
The user's first name. Required for NORMAL
users.
lastName
The user's last name. Required for NORMAL
users.
userName
Must be unique.
displayName
The user's display name.
companyName
The user's company name.
If not specified, it is set with the default company name.
department
The user's department.
division
The user's division.
title
The user's title.
workPhoneNumber
The user's work phone number.
mobilePhoneNumber
The user's mobile number.
twoFactorAuthPhone
The user's two factor authentication mobile phone number.
smsNumber
The user's SMS number.
location
The user's location.
recommendedLanguage
The recommended language.
jobFunction
The user's job function. Possible values:
Analyst, Other
Business Development Executive
Corporate Access
Developer
Director
Economist
Portfolio Manager
Project Manager
Research Analyst
Sales
Strategist
Trader
assetClasses
The user's asset classes. Possible values:
Currencies
Commodities
Equities
Fixed Income
industries
The user's industries. Possible values:
Basic Materials
Conglomerates
Consumer Cyclicals
Consumer Non-Cyclicals
Energy & Utilities
Financials
Healthcare
Real Estate
Services
Technology
Transportation
marketCoverage
Possible values:
EMEA
NA
APAC
LATAM
responsibility
Possible values:
BAU
Escalation
function
Possible values:
Collateral
Margin
Liquidity Management
Regulatory Outreach
Confirmation
Matching
Allocation
Settlements
Trade Processing
Claims Processing
Trade Management
Post Trade Management
Middle Office
Pre-Matching
instrument
Possible values:
Securities
Fixed Income
Equities
currentKey
previousKey
Service User Account Attributes
accountType
SYSTEM
userName
Must be unique.
emailAddress
The user's email address.
displayName
The user's display name.
companyName
The user's company name. If not specified, it is set with the default company name.
department
The user's department.
division
The user's division
workPhoneNumber
The user's work phone number.
mobilePhoneNumber
The user's mobile number.
twoFactorAuthPhone
The user's two factor authentication mobile phone number.
location
The user's location.
recommendedLanguage
The recommended language.
jobFunction
The user's job function.
Possible values:
Analyst, Other
Business Development Executive
Corporate Access
Developer
Director
Economist
Portfolio Manager
Project Manager
Research Analyst
Sales
Strategist
Trader
assetClasses
The user's asset classes.
Possible values:
Currencies
Commodities
Equities
Fixed Income
industries
The user's industries. Possible values:
Basic Materials
Conglomerates
Consumer Cyclicals
Consumer Non-Cyclicals
Energy & Utilities
Financials
Healthcare
Real Estate
Services
Technology
Transportation
marketCoverage
Possible values:
EMEA
NA
APAC
LATAM
responsibility
Possible values:
BAU
Escalation
function
Possible values:
Collateral
Margin
Liquidity Management
Regulatory Outreach
Confirmation
Matching
Allocation
Settlements
Trade Processing
Claims Processing
Trade Management
Post Trade Management
Middle Office
Pre-Matching
instrument
Possible values:
Securities
Fixed Income
Equities
currentKey
previousKey
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