Update a portfolio's details.
Use this operation as the owner to rename a Derivitec-managed portfolio, replace its description, and set
its active state. Any supplied GroupType does not change the target portfolio type, and changes
complete before returning.
Authorizations
OAuth2 access-token requested from AWS Cognito and provided as a Auth Bearer header
Body
Current Name, replacement NewName and NewDescription, and IsActive. No action-specific non-empty or length validation is declared.
Current group name and replacement name, description, and active state; the endpoint determines whether the group is a book or portfolio.
Derivitec.Web.Core.Portfolios.ApiUpdateGroupDetailsRequest, Derivitec.Web.Core Portfolio category used to resolve the requested portfolio. It may be omitted when the portfolio name resolves unambiguously.
derivitec, enfusion, orchestrade, liquidity_book, maia, fund_studio, not_set Current name used to identify the book or portfolio being updated; the endpoint determines the group kind.
"Example group"
Replacement client-visible name for the selected group.
Replacement client-visible description for the selected group.
Replacement group state: true activates and false deactivates.
Response
Returns whether the portfolio changed, or unavailable-portfolio and non-owner errors.
Outcome of updating the display details and active state of the selected book or portfolio.
Derivitec.Web.Core.Portfolios.ApiUpdateGroupDetailsResponse, 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.