ListPortfolioAsset (REST)

This operation -- part of the Portfolio Service -- provides access to the Product Request Archive feature.

Assets, as referred to by this service, are product requests completed within the past 120 days (unless extended upon request), along with the results of any completed investigation.

Authentication & Endpoint

D&B Direct web services require authentication, and the data environment (i.e. production, trial or sandbox) is determined by the credentials submitted with each API request. Refer to the service page for the correct version of the operation.

Endpoint
GET https://maxcvservices.dnb.com/V{version}/assets Samples

Feature Request

The following parameters are accepted by this operation.

Name Characteristics
ApplicationTransactionID string up to 64 chars., Optional
TransactionTimestamp dateTime, Optional
SubmittingOfficeID string up to 64 chars., Optional
DUNSNumber string up to 15 chars. Pattern: {([0-9a-zA-Z]*)}., Optional
OrganizationName string up to 256 chars., Optional
OrganizationIdentificationNumber string at least 1 chars. up to 40 chars., Optional

A number assigned by an external body or by D&B which either uniquely identifies or helps to identify an organization.

StreetAddressLine-n string up to 240 chars., Optional
PrimaryTownName string up to 64 chars., Optional
CountryISOAlpha2Code string at least 2 chars. up to 2 chars., Optional
TerritoryName string up to 64 chars., Optional
FullPostalCode string up to 32 chars., Optional
CountyName string up to 64 chars., Optional
TelephoneNumber (format internationaldialing code-TelecommunicationNumber) string at least 1 chars. up to 50 chars., Optional

A sequence of digits used by the subject for voice communication in a public switched telephone network. This sequence of digits includes the area code or city code. Note: This number does not include the International Dialing Code and Domestic Dialing Code.

DNBProductID string up to 64 chars., Optional
InquiryApplicationTransactionID string up to 64 chars., Optional
OrderTransactionTypeCode integer up to 7 digits., Optional

New SCoTS Table to be created. A set of codes that identifies different types of requests that a customer can place with D&B, e.g., Product Order, Investigation Order.

Possible values: 0-Report/Product; 1- Investigations; 2- Both

OrderFromTimestamp dateTime, Optional
OrderToTimestamp dateTime, Optional
FulfillmentFromTimestamp dateTime, Optional
FulfillmentToTimestamp dateTime, Optional
InvestigationTrackingID InvestigationTrackingID at least 1 chars. up to 50 chars., Optional
InvestigationStatusCode integer up to 7 digits., Optional

Possible values: 0- Pending; 2- Fulfilled & Delivered; 4- Completed

ShowUserLevelRecordsIndicator boolean, Optional
GroupAdminReadIndicator boolean, Optional
UserReadIndicator boolean, Optional
InquiryCustomerReferenceText-n string at least 1 chars. up to 240 chars., Optional
InquiryCustomerBillingEndorsementText string at least 1 chars. up to 240 chars., Optional
GlobalDecisionMakerRiskPolicyRuleName string up to 64 chars., Optional
GlobalDecisionMakerRiskPolicyRuleVersionNumber string up to 5 chars., Optional
InquiryDUNSNumber string up to 15 chars. Pattern: {([0-9a-zA-Z]*)}., Optional
InquiryLanguageCode integer up to 7 digits., Optional

A code that defines the language in which the requested product is required to be fulfilled.

IndividualFirstName string up to 64 chars., Optional

The given name of the individual. If this is not known then an initial may be supplied.

IndividualLastName string up to 64 chars., Optional

The portion of the individual's name usually presented at the end used to identify the members of a family.

IndividualFullName FullName up to 256 chars., Optional

Records the details of the Full Name of the Individual on which the Consumer report is Pulled (this is applicable only when archiving consumer reports)

KeywordText string up to 256 chars., Optional

The text based on which the key word search is done.

OperatingStatusText string up to 256 chars., Optional

Text describing this organization/s functional state / trading status, e.g. active, out of business, dormant.

Testing / Sandbox

This operation will function the same regardless of the environment. Portfolio operation requests made in the D&B Direct sandbox (test) environment will return results based on any previous product calls performed using sandbox credentials.

Feature Response

The following is a list of the possible data fields returned by this operation in the JSON response

NOTE: For an explanation of the D&B Direct REST implementation, refer to our JSON response guidelines.

Name Characteristics
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { CandidateMatchedQuantity int up to 6 digits., Required
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { CandidateReturnedQuantity int up to 6 digits., Required
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate Aggregate, Optional (Infinite)
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { SubjectDetail Aggregate, Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { SubjectDetail { DUNSNumber string up to 15 chars. Pattern: {([0-9a-zA-Z]*)}., Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { SubjectDetail { OrganizationPrimaryName Aggregate, Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { SubjectDetail { OrganizationPrimaryName { OrganizationName string up to 256 chars., Required
END: ListPortfolioAssetResponse } ListPortfolioAssetResponseDetail } ListCandidate } SubjectDetail } OrganizationPrimaryName /Aggregate
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { SubjectDetail { OrganizationIdentificationNumberDetail Aggregate, Optional

An entry loop which can repeat multiple times to allow recording of the identifiers issued by organizations to uniquely identify subjects. The issuing organization may be a Registration Authority, Government Department or Commercial Enterprise E.g. Chamber of Commerce numbers, VAT numbers, etc.

ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { SubjectDetail { OrganizationIdentificationNumberDetail@TypeText Attribute
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { SubjectDetail { OrganizationIdentificationNumberDetail@DNBCodeValue Attribute
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { SubjectDetail { OrganizationIdentificationNumberDetail@DNBCodeTableNumber Attribute
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { SubjectDetail { OrganizationIdentificationNumberDetail { OrganizationIdentificationNumber string at least 1 chars. up to 40 chars., Required

A number assigned by an external body or by D&B which either uniquely identifies or helps to identify an organization.

END: ListPortfolioAssetResponse } ListPortfolioAssetResponseDetail } ListCandidate } SubjectDetail } OrganizationIdentificationNumberDetail /Aggregate
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { SubjectDetail { PrimaryAddress Aggregate, Optional

Records the primary or physical address of a subject/Case. For an organization this is the principal address at which the organization is located. For an individual, this is the home address.

ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { SubjectDetail { PrimaryAddress { StreetAddressLine Aggregate, Optional (Infinite)
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { SubjectDetail { PrimaryAddress { StreetAddressLine { LineText string up to 240 chars., Required
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { SubjectDetail { PrimaryAddress { StreetAddressLine { DisplaySequence int up to 3 digits., Optional
END: ListPortfolioAssetResponse } ListPortfolioAssetResponseDetail } ListCandidate } SubjectDetail } PrimaryAddress } StreetAddressLine /Aggregate
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { SubjectDetail { PrimaryAddress { PrimaryTownName string up to 64 chars., Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { SubjectDetail { PrimaryAddress { CountryISOAlpha2Code string at least 2 chars. up to 2 chars., Required
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { SubjectDetail { PrimaryAddress { TerritoryName string up to 64 chars., Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { SubjectDetail { PrimaryAddress { FullPostalCode string up to 32 chars., Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { SubjectDetail { PrimaryAddress { CountyName string up to 64 chars., Optional
END: ListPortfolioAssetResponse } ListPortfolioAssetResponseDetail } ListCandidate } SubjectDetail } PrimaryAddress /Aggregate
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { SubjectDetail { TelephoneNumber Aggregate, Optional

An entry loop which can allow multiple Telephone contact information used for voice communication with the subject.

ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { SubjectDetail { TelephoneNumber { TelecommunicationNumber string at least 1 chars. up to 50 chars., Required

A sequence of digits used by the subject for voice communication in a public switched telephone network. This sequence of digits includes the area code or city code. Note: This number does not include the International Dialing Code and Domestic Dialing Code.

ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { SubjectDetail { TelephoneNumber { InternationalDialingCode string up to 7 chars., Optional

The country calling code assigned by the International Telecommunication Union (ITU) required to connect to this Telecommunication Number of the subject country when dialing from outside the subject country; e.g., '1' for the US, '44' for the UK, '91' for India.

END: ListPortfolioAssetResponse } ListPortfolioAssetResponseDetail } ListCandidate } SubjectDetail } TelephoneNumber /Aggregate
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { SubjectDetail { FamilyTreeMemberRole Aggregate, Optional (Infinite)
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { SubjectDetail { FamilyTreeMemberRole { FamilyTreeMemberRoleText string up to 256 chars., Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { SubjectDetail { FamilyTreeMemberRole { FamilyTreeMemberRoleText@DNBCodeValue Attribute
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { SubjectDetail { FamilyTreeMemberRole { FamilyTreeMemberRoleText@DNBCodeTableNumber Attribute

Possible values: 202 [Family Tree Member Role]

END: ListPortfolioAssetResponse } ListPortfolioAssetResponseDetail } ListCandidate } SubjectDetail } FamilyTreeMemberRole /Aggregate
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { SubjectDetail { IndividualName Aggregate, Optional

Records the different names of the person by which he/she is known in mutiple languages and writing scripts.

ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { SubjectDetail { IndividualName { FirstName string up to 64 chars., Optional

The given name of the individual. If this is not known then an initial may be supplied.

ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { SubjectDetail { IndividualName { LastName string up to 64 chars., Optional

The portion of the individual's name usually presented at the end used to identify the members of a family.

ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { SubjectDetail { IndividualName { FullName FullName up to 256 chars., Optional

Records the details of the Full Name of the Individual on which the Consumer report is Pulled (this is applicable only when archiving consumer reports)

ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { SubjectDetail { IndividualName { FullName@FormatText Attribute
END: ListPortfolioAssetResponse } ListPortfolioAssetResponseDetail } ListCandidate } SubjectDetail } IndividualName /Aggregate
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { SubjectDetail { OperatingStatusText string up to 256 chars., Optional

Text describing this organization/s functional state / trading status, e.g. active, out of business, dormant.

ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { SubjectDetail { OperatingStatusText@DNBCodeValue Attribute
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { SubjectDetail { OperatingStatusText@DNBCodeTableNumber Attribute
END: ListPortfolioAssetResponse } ListPortfolioAssetResponseDetail } ListCandidate } SubjectDetail /Aggregate
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { OrderTimestamp dateTime, Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { ApplicationTransactionID string up to 64 chars., Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { Product Aggregate, Optional (Infinite)
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { Product { ArchiveDetail Aggregate, Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { Product { ArchiveDetail { ExtendArchivePeriodIndicator boolean, Required

When true (set to 1), the duration to archive the data is to be extended. Note: There is an additional cost for extending the archival period of the data purchased. When false (set to 0), the duration to archive the data is not to be extended.

ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { Product { ArchiveDetail { PortfolioAssetID PortfolioAssetIDType, Optional
END: ListPortfolioAssetResponse } ListPortfolioAssetResponseDetail } ListCandidate } Product } ArchiveDetail /Aggregate
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { Product { DNBProductID string up to 64 chars., Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { Product { DNBProductName string up to 256 chars., Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { Product { TradeUpIndicator boolean, Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { Product { BilledIndicator boolean, Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { Product { LanguageCode integer up to 7 digits., Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { Product { InvestigationFulfillmentDetail Aggregate, Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { Product { InvestigationFulfillmentDetail { FulfillmentTimeStamp dateTime, Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { Product { InvestigationFulfillmentDetail { InvestigationFulfillmentTypeValue InvestigationFulfillmentTypeValueEnum, Optional
END: ListPortfolioAssetResponse } ListPortfolioAssetResponseDetail } ListCandidate } Product } InvestigationFulfillmentDetail /Aggregate
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { Product { InvestigationDeliveryDetail Aggregate, Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { Product { InvestigationDeliveryDetail { EmailAddress Aggregate, Optional(Up to 5x)
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { Product { InvestigationDeliveryDetail { EmailAddress { TelecommunicationAddress string up to 240 chars., Required
END: ListPortfolioAssetResponse } ListPortfolioAssetResponseDetail } ListCandidate } Product } InvestigationDeliveryDetail } EmailAddress /Aggregate
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { Product { InvestigationDeliveryDetail { DeliveryTimestamp dateTime, Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { Product { InvestigationDeliveryDetail { DeliveryMethodText string up to 256 chars., Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { Product { InvestigationDeliveryDetail { DeliveryMethodText@DNBCodeValue Attribute
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { Product { InvestigationDeliveryDetail { DeliveryMethodText@DNBCodeTableNumber Attribute

Possible values: 148 [Delivery Mechanism Type]

END: ListPortfolioAssetResponse } ListPortfolioAssetResponseDetail } ListCandidate } Product } InvestigationDeliveryDetail /Aggregate
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { Product { InvestigationNotificationDetail Aggregate, Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { Product { InvestigationNotificationDetail { EmailAddress Aggregate, Optional(Up to 5x)
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { Product { InvestigationNotificationDetail { EmailAddress { TelecommunicationAddress string up to 240 chars., Required
END: ListPortfolioAssetResponse } ListPortfolioAssetResponseDetail } ListCandidate } Product } InvestigationNotificationDetail } EmailAddress /Aggregate
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { Product { InvestigationNotificationDetail { NotificationTimestamp dateTime, Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { Product { InvestigationNotificationDetail { NotificationMethodText string up to 256 chars., Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { Product { InvestigationNotificationDetail { NotificationMethodText@DNBCodeValue Attribute
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { Product { InvestigationNotificationDetail { NotificationMethodText@DNBCodeTableNumber Attribute
END: ListPortfolioAssetResponse } ListPortfolioAssetResponseDetail } ListCandidate } Product } InvestigationNotificationDetail /Aggregate
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { Product { UserReadIndicator boolean, Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { Product { GroupAdminReadIndicator boolean, Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { Product { ObjectAttachment Aggregate, Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { Product { ObjectAttachment { ObjectFormatTypeText string up to 256 chars., Required
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { Product { ObjectAttachment { ObjectFormatTypeText@DNBCodeValue Attribute
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { Product { ObjectAttachment { ObjectFormatTypeText@DNBCodeTableNumber Attribute

Possible values: 126 [Object Format]

END: ListPortfolioAssetResponse } ListPortfolioAssetResponseDetail } ListCandidate } Product } ObjectAttachment /Aggregate
END: ListPortfolioAssetResponse } ListPortfolioAssetResponseDetail } ListCandidate } Product /Aggregate
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { ProductSpecificDetail Aggregate, Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { ProductSpecificDetail { GlobalDecisionMakerDetail Aggregate, Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { ProductSpecificDetail { GlobalDecisionMakerDetail { CreditDecisionSpecification Aggregate, Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { ProductSpecificDetail { GlobalDecisionMakerDetail { CreditDecisionSpecification { RiskPolicyRuleName string up to 64 chars., Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { ProductSpecificDetail { GlobalDecisionMakerDetail { CreditDecisionSpecification { RiskPolicyRuleVersionNumber string up to 5 chars., Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { ProductSpecificDetail { GlobalDecisionMakerDetail { CreditDecisionSpecification { CreditAssessmentAmount AmountType, Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { ProductSpecificDetail { GlobalDecisionMakerDetail { CreditDecisionSpecification { CreditAssessmentAmount@CurrencyISOAlpha3Code Attribute
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { ProductSpecificDetail { GlobalDecisionMakerDetail { CreditDecisionSpecification { CreditAssessmentAmount@UnitOfSize Attribute
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { ProductSpecificDetail { GlobalDecisionMakerDetail { CreditDecisionSpecification { CreditAssessmentAmount@ReliabilityText Attribute
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { ProductSpecificDetail { GlobalDecisionMakerDetail { CreditDecisionSpecification { OutstandingBalanceAmount AmountType, Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { ProductSpecificDetail { GlobalDecisionMakerDetail { CreditDecisionSpecification { OutstandingBalanceAmount@CurrencyISOAlpha3Code Attribute
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { ProductSpecificDetail { GlobalDecisionMakerDetail { CreditDecisionSpecification { OutstandingBalanceAmount@UnitOfSize Attribute
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { ProductSpecificDetail { GlobalDecisionMakerDetail { CreditDecisionSpecification { OutstandingBalanceAmount@ReliabilityText Attribute
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { ProductSpecificDetail { GlobalDecisionMakerDetail { CreditDecisionSpecification { AdditionalDecisionParameter Aggregate, Optional (Infinite)
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { ProductSpecificDetail { GlobalDecisionMakerDetail { CreditDecisionSpecification { AdditionalDecisionParameter { ParameterDescription string up to 64 chars., Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { ProductSpecificDetail { GlobalDecisionMakerDetail { CreditDecisionSpecification { AdditionalDecisionParameter { ParameterValue string up to 64 chars., Optional
END: ListPortfolioAssetResponse } ListPortfolioAssetResponseDetail } ListCandidate } ProductSpecificDetail } GlobalDecisionMakerDetail } CreditDecisionSpecification } AdditionalDecisionParameter /Aggregate
END: ListPortfolioAssetResponse } ListPortfolioAssetResponseDetail } ListCandidate } ProductSpecificDetail } GlobalDecisionMakerDetail } CreditDecisionSpecification /Aggregate
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { ProductSpecificDetail { GlobalDecisionMakerDetail { CreditDecisionDetail Aggregate, Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { ProductSpecificDetail { GlobalDecisionMakerDetail { CreditDecisionDetail { DNBRecommendedCreditDecisionValue string up to 16 chars., Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { ProductSpecificDetail { GlobalDecisionMakerDetail { CreditDecisionDetail { DNBRecommendedCreditLimitAmount AmountType, Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { ProductSpecificDetail { GlobalDecisionMakerDetail { CreditDecisionDetail { DNBRecommendedCreditLimitAmount@CurrencyISOAlpha3Code Attribute
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { ProductSpecificDetail { GlobalDecisionMakerDetail { CreditDecisionDetail { DNBRecommendedCreditLimitAmount@UnitOfSize Attribute
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { ProductSpecificDetail { GlobalDecisionMakerDetail { CreditDecisionDetail { DNBRecommendedCreditLimitAmount@ReliabilityText Attribute
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { ProductSpecificDetail { GlobalDecisionMakerDetail { CreditDecisionDetail { RiskScore string up to 16 chars., Optional
END: ListPortfolioAssetResponse } ListPortfolioAssetResponseDetail } ListCandidate } ProductSpecificDetail } GlobalDecisionMakerDetail } CreditDecisionDetail /Aggregate
END: ListPortfolioAssetResponse } ListPortfolioAssetResponseDetail } ListCandidate } ProductSpecificDetail } GlobalDecisionMakerDetail /Aggregate
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { ProductSpecificDetail { DetailedTradeRiskInsightDetail Aggregate, Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { ProductSpecificDetail { DetailedTradeRiskInsightDetail { TradeDataMonthsFulfilledCount int, Required
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { ProductSpecificDetail { DetailedTradeRiskInsightDetail { HeadquartersTradeDataOnlyIndicator boolean, Required
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { ProductSpecificDetail { DetailedTradeRiskInsightDetail { BranchTradeDataOnlyIndicator boolean, Required
END: ListPortfolioAssetResponse } ListPortfolioAssetResponseDetail } ListCandidate } ProductSpecificDetail } DetailedTradeRiskInsightDetail /Aggregate
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { ProductSpecificDetail { AdditionalParameter Aggregate, Optional (Infinite)

An entry loop which can repeat multiple times to allow the recording of information on this subject which are not recorded in any of the discrete elements.

ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { ProductSpecificDetail { AdditionalParameter { ParameterDescription string up to 64 chars., Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { ProductSpecificDetail { AdditionalParameter { ParameterValue string up to 64 chars., Optional
END: ListPortfolioAssetResponse } ListPortfolioAssetResponseDetail } ListCandidate } ProductSpecificDetail } AdditionalParameter /Aggregate
END: ListPortfolioAssetResponse } ListPortfolioAssetResponseDetail } ListCandidate } ProductSpecificDetail /Aggregate
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { InvestigationDetail Aggregate, Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { InvestigationDetail { InvestigationTrackingID InvestigationTrackingID at least 1 chars. up to 50 chars., Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { InvestigationDetail { PlacementDetail Aggregate, Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { InvestigationDetail { PlacementDetail { InvestigationRemarksText string up to 3000 chars., Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { InvestigationDetail { PlacementDetail { InvestigationPriorityText string up to 256 chars., Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { InvestigationDetail { PlacementDetail { InvestigationPriorityText@DNBCodeValue Attribute
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { InvestigationDetail { PlacementDetail { InvestigationPriorityText@DNBCodeTableNumber Attribute

Possible values: 154 [Investigation Priority Code]

END: ListPortfolioAssetResponse } ListPortfolioAssetResponseDetail } ListCandidate } InvestigationDetail } PlacementDetail /Aggregate
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { InvestigationDetail { RequestorDetail Aggregate, Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { InvestigationDetail { RequestorDetail { RequestorName string up to 64 chars., Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { InvestigationDetail { RequestorDetail { Address Aggregate, Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { InvestigationDetail { RequestorDetail { Address { StreetAddressLine Aggregate, Optional (Infinite)
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { InvestigationDetail { RequestorDetail { Address { StreetAddressLine { LineText string up to 240 chars., Required
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { InvestigationDetail { RequestorDetail { Address { StreetAddressLine { DisplaySequence int up to 3 digits., Optional
END: ListPortfolioAssetResponse } ListPortfolioAssetResponseDetail } ListCandidate } InvestigationDetail } RequestorDetail } Address } StreetAddressLine /Aggregate
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { InvestigationDetail { RequestorDetail { Address { PrimaryTownName string up to 64 chars., Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { InvestigationDetail { RequestorDetail { Address { CountryISOAlpha2Code string at least 2 chars. up to 2 chars., Required
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { InvestigationDetail { RequestorDetail { Address { TerritoryName string up to 64 chars., Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { InvestigationDetail { RequestorDetail { Address { FullPostalCode string up to 32 chars., Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { InvestigationDetail { RequestorDetail { Address { CountyName string up to 64 chars., Optional
END: ListPortfolioAssetResponse } ListPortfolioAssetResponseDetail } ListCandidate } InvestigationDetail } RequestorDetail } Address /Aggregate
END: ListPortfolioAssetResponse } ListPortfolioAssetResponseDetail } ListCandidate } InvestigationDetail } RequestorDetail /Aggregate
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { InvestigationDetail { UnableToLocateIndicator boolean, Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { InvestigationDetail { InvestigationStatusText string up to 256 chars., Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { InvestigationDetail { InvestigationStatusText@DNBCodeValue Attribute
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { InvestigationDetail { InvestigationStatusText@DNBCodeTableNumber Attribute

Possible values: 335 [Investigation Status]

END: ListPortfolioAssetResponse } ListPortfolioAssetResponseDetail } ListCandidate } InvestigationDetail /Aggregate
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { InquiryReferenceDetail Aggregate, Optional
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { InquiryReferenceDetail { CustomerReferenceText string at least 1 chars. up to 240 chars., Optional(Up to 5x)
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { InquiryReferenceDetail { CustomerBillingEndorsementText string at least 1 chars. up to 240 chars., Optional
END: ListPortfolioAssetResponse } ListPortfolioAssetResponseDetail } ListCandidate } InquiryReferenceDetail /Aggregate
ListPortfolioAssetResponse { ListPortfolioAssetResponseDetail { ListCandidate { DisplaySequence int up to 3 digits., Optional
END: ListPortfolioAssetResponse } ListPortfolioAssetResponseDetail } ListCandidate /Aggregate
END: ListPortfolioAssetResponse } ListPortfolioAssetResponseDetail /Aggregate
END: ListPortfolioAssetResponse /Aggregate

Language/Character Sets

The text contained within D&B Direct 2.0 data layers is returned in English. Several reports, including the D&B Business Information Report (BIR), provide additional language options. Data layers are encoded using the ISO 8859-1 character set standard (also known as Latin-1).

Response Codes

Successful service requests will return a CM000 response code. Otherwise, one of the D&B Direct standard response codes will be returned.

This operation may return the following response codes: CM001, CM004, PT001, and SC001-SC009.

Operation-specific supplemental response code explanations:

PT001 No Portfolio asset not found for given portfolio asset identifier or investigation tracking ID or asset removed from archive.

Samples (Download)

Request and response samples are available for this D&B Direct web services. The samples may cover a variety of scenarios (when applicable) and are designed for use in the test environment.

Portfolio Service
Samples http://developer.dnb.com/docs/2.0/portfolio/2.0/DnB-Portfolio.zip

Related Topics

RetrievePortfolioAsset (REST), DeletePortfolioAsset (REST).

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