Remove a child portfolio from a parent.
Removes one direct parent-child portfolio relationship. The caller must own the parent and both named portfolios must be available to the caller. Descendants and other relationships are not deleted, and the operation completes before returning. Supported portfolio-type combinations remain unspecified.
Authorizations
OAuth2 access-token requested from AWS Cognito and provided as a Auth Bearer header
Body
Required ParentPortfolioName, ChildPortfolioName, ParentPortfolioType, and ChildPortfolioType.
Parent and child portfolio selections for removing one direct hierarchy relationship.
Derivitec.Web.Core.Portfolios.ApiPortfolioLinkRemoveRequest, Derivitec.Web.Core Name of the parent portfolio in the relationship. Both portfolio names must be supplied.
"Parent portfolio"
Name of the child portfolio in the relationship. Both portfolio names must be supplied.
"Child portfolio"
Portfolio category used to resolve the parent portfolio. Both parent and child categories are required for relationship changes.
derivitec, enfusion, orchestrade, liquidity_book, maia, fund_studio, not_set Portfolio category used to resolve the child portfolio. Both parent and child categories are required for relationship changes.
derivitec, enfusion, orchestrade, liquidity_book, maia, fund_studio, not_set Response
Returns whether the relationship was removed, with name, type, or access errors.
Outcome of removing a direct parent-child portfolio relationship.
Derivitec.Web.Core.Portfolios.ApiPortfolioLinkRemoveResponse, Derivitec.Web.Core Whether the operation completed successfully. The default is true; error outcomes set it to false.
true
Messages explaining operation-level failures. The collection is empty by default.