Modify Allocation Group

Modify an existing allocation group.

PUT /iserver/account/allocation/group

Request Object

Body Params

name: String. Required Required
Name used to refer to your allocation group. If prev_name is specified, this will become the new name of the group.

prev_name: String.
Name used to refer to your existing allocation group.
Only use this when updating the group name.

accounts: Array of objects. Required
Contains a series of objects depicting which accounts are involved and, for user-defined allocation methods, the distribution value for each sub-account.
[{
name: String. Required
The accountId of a given sub-account.
Value Format: “U1234567”

amount: Number.
The total distribution value for each sub-account for user-defined allocation methods.
}]
default_method: String. Required
Specify the allocation method code for the allocation group.
See Allocation Method Codes for more details.

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request_url = f"{baseUrl}/iserver/account/allocation/group"
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json_content = {
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  "name":"Group_1_NetLiq",
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  "accounts":[{
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    "name":"U1234567",
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    "amount":15
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  },{
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    "name":"U2345678",
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    "amount":10
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  }],
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  "default_method":"N"
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}
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requests.put(url=request_url, json=json_content

Response Object

success: bool.
Confirms that the allocation group was properly set.

{
  "success": true
}