This is version 1.0 Draft A of the MPS Edit Model and Rebalance Standard.
Version 1.0 Draft A of MPS Edit Model and Rebalance
__MPS_Edit_Model_and_Rebalance_ReadMe.pdf (81.32 KB)
MPS Edit Model and Rebalance ReadMe
Account_Resource_Guide.pdf (151.34 KB)
Provides a technical guide of the Account Resource used in the OpenAPI Specification
Adviser_Firm_Resource_Guide.pdf (130.69 KB)
Provides a technical guide of the Adviser Firm Resource used in the OpenAPI Specification
Asset_Resource_Guide.pdf (206.09 KB)
Provides a technical guide of the Asset Resource used in the OpenAPI Specification
BRS_MPS_Edit_Model_and_Rebalance.pdf (957.77 KB)
Business Requirements Summary for MPS Edit Model & Rebalance
Guide_to_Implementing_Criterion_OpenAPI_Specification.pdf (76.59 KB)
Provides information on how Criterion intends the OpenAPI Specifications produced to be used
Individual_Adviser_Resource_Guide.pdf (138.51 KB)
Provides a technical guide of the Individual Adviser Resource used in the OpenAPI Specification
Model_Portfolio_Resource_Guide.pdf (253.54 KB)
Provides a technical guide of the Model Portfolio Resource used in the OpenAPI Specification
MPS_Edit_Model_and_Rebalance_API_Guide.pdf (534.84 KB)
Provides a technical overview of fulfilling the Edit Model and Rebalance processes using the provided APIs
MPS_Edit_Model_and_Rebalance_OpenAPI.yaml (74.56 KB)
Managed Portfolio Services Edit Model and Rebalance API definition
Rebalance_Resource_Guide.pdf (279.55 KB)
Provides a technical guide of the Rebalance Resource used in the OpenAPI Specification
Regular_Savings_Plan_Resource_Guide.pdf (140.72 KB)
Provides a technical guide of the Regular Savings Plan Resource used in the OpenAPI Specification
REST_API_Design.pdf (155.35 KB)
Provides an overview of the technical design used in Criterion RESTful APIs