Help & Training

Call URL's using specific ID's for more precise results

Based on customer feedback we have made 2 recent enhancements to the MarketLink API product. The changes both allow for the ability to pass ID param's to narrow down the returned result set.

1. Calling Reps that only belong to a specific Firm CRD

When calling the AllBDRep or the AllRIARep URL's, you now have the ability to pass a BD Firm or RIA Firm CRD to only get Reps that belong to a firm. Below is an example on how to call all of the BD and RIA Reps from Firm 6413 (LPL).

https://marketlinkapi.discoverydata.com/V1/AllBDRep/CUSTOMERID/BDRep?bdFirmCRD=6413

https://marketlinkapi.discoverydata.com/V1/AllRIARep/CUSTOMERID/RIARep?riaFirmCRD=6413

2. Calling a specific ID when calling "xxxByDate" URL's

When calling one of the "xxxByDate" URL's you now have the ability to pass an ID to bring back one record that you may be specifically interested in. Below is a list of the ID's to use when the "xxxByDate" URL's are called.

https://marketlinkapi.discoverydata.com/V1/RIARepByDate/CUSTOMERID/RIARep?deltaDate=2024-01-01&RepCRD=551

AgentByDate - NPN
LicenseByDate - NPN
AppointmentByDate - NPN
BDRepByDate - RepCRD
BDFirmByDate - BDFirmCRD
BDBranchByDate - DiscoveryDataPhysicalID
RIARepByDate - RepCRD
RIAFIrmByDate - RIAFirmCRD
RIABranchByDate - DiscoveryDataPhysicalID
TrustCompanyByDate - Cert
TrustStaffByDate - DiscoveryContactID

To learn more, contact DD_datalinksupport@issgovernance.com.