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Moody's RMS

Moody's RMS Portfolio V2 API

The PortfolioV2 API from Moody's RMS — 16 operation(s) for portfoliov2.

Documentation Provider Profile APIs.io OpenAPI GitHub

Moody’s RMS Portfolio V2 API is one of 50 APIs that Moody’s RMS publishes on the APIs.io network, described by a machine-readable OpenAPI specification.

Tagged areas include PortfolioV2. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, an API reference, and a changelog.

This API exposes 20 operations across 16 paths, and defines 25 schemas. It is described by OpenAPI 3.2.0, at version March, 2023.

Requests are made against a single base URL, https://{host}/riskmodeler.

20 operations 16 paths 25 schemas 1 DELETE9 GET7 POST3 PUT

Metadata

The identity and technical contract details declared by the specification.

Specification
OpenAPI 3.2.0
API Version
March, 2023
Base URL
https://api-use1.rms.com/platform
Authentication
API Key
Resource Areas
1

Authentication & Security 1

Moody's RMS Portfolio V2 API declares 1 security scheme for authenticating requests. An API key is passed in the header as Authorization (RMS_Auth). By default, every request must be authenticated.

  • RMS_Auth — An API key is a token that enables a client application to make requests to tenant applications running on Intelligent Risk Platform.

Paths & Operations 20

Across 16 paths, the API surfaces 20 operations — 1 DELETE, 9 GET, 7 POST, 3 PUT. Each is listed below with its method, path, parameters, and response codes.

PortfolioV2 20
GET
/v2/portfolios
Get portfolios
searchPortfoliosv2 5 params → 200400403
POST
/v2/portfolios
Create portfolio
createPortfoliov2 1 param body → 201400403
GET
/v2/portfolios/count
Count portfolios
getExposureCountPortfoliov2 1 param → 200400403
GET
/v2/portfolios/{id}
Get portfolio
getPortfoliov2 2 params → 200400403404
PUT
/v2/portfolios/{id}
Update portfolio
updatePortfoliov2 2 params body → 204400403
DELETE
/v2/portfolios/{id}
Delete portfolio
deletePortfoliov2 3 params → 202400403
GET
/v2/portfolios/{id}/accounts
Get accounts by portfolio
searchPortfolioAccountsv2 6 params → 200400403404
PUT
/v2/portfolios/{id}/accounts
Manage accounts by portfolio
managePortfolioAccountsv2 2 params body → 202400403
GET
/v2/portfolios/{id}/analyses
Get results by portfolio
getPortfolioAnalysesResultsV2 8 params → 200400403
POST
/v2/portfolios/{id}/convertcurrency
Convert currency by portfolio
convertPortfolioCurrencyv2 2 params body → 202400403
GET
/v2/portfolios/{id}/coordinate
Get portfolio locations
getCoordinateByLatitudeAndLongitudePortfoliov2 4 params → 200403
GET
/v2/portfolios/{id}/coordinates
Get location coordinates by portfolio
getCoordinatesByPortfoliov2 2 params → 200403
PUT
/v2/portfolios/{id}/filteredaccounts
Manage filtered accounts by portfolio
manageFilteredAccountsv2 2 params body → 202400403
POST
/v2/portfolios/{id}/copy
Copy portfolio
copyPortfoliov2 2 params body → 202400403404
POST
/v2/portfolios/{id}/geohaz
Geohazard portfolio
geohazPortfoliov2 2 params body → 202400403
GET
/v2/portfolios/{id}/metrics
Get metrics by portfolio
getPortfolioMetricsv2 2 params → 200400403
POST
/v2/portfolios/{id}/process
Analyze portfolio
processPortfolioV2 1 param body → 202400403
GET
/v2/portfolios/{id}/reports
Get portfolio reports
portfolioReportsv2 6 params → 200400403
POST
/v2/portfolios/{id}/summary_report
Generate summary report by portfolio
summaryReportPortfoliov2 2 params body → 202400403
POST
/v2/exposurebatches
Manage portfolio exposures in batch
executeBatchOperationv2 1 param body → 202400403404

Schemas 25

The contract defines 25 schemas that model the data the API accepts and returns. The most detailed are AnalysesItemV2 (37 properties), AccountSearchItem (27 properties), PortfolioSearchItem (13 properties), PortfolioMetrics (11 properties). Each schema is shown below with its type and property counts.

AnalysesItemV2
object
37 properties
ProcessInputV2
object
11 properties 2 required
BatchRequest
object
3 properties
GlobalAnalysisSettings
object
4 properties 4 required
LayerInfo
object
5 properties 4 required
CopyPortfolioInfo
object
5 properties 3 required
AnalysisSearchResultV2
object
2 properties
ExposureValue
object
3 properties
PortfolioSearchResult
object
2 properties
ErrorMessage
object
3 properties
PortfolioFilteredAccountsInput
object
4 properties
AccountSearchResult
object
2 properties
PortfolioAccountsInput
object
2 properties
PortfolioMetrics
object
11 properties
AccountSearchItem
object
27 properties
Portfolio
object
6 properties 3 required
Currency
object
4 properties 4 required
Band
object
2 properties 1 required
ReportListSearchItem
object
8 properties
AnalysisCurrency
object
5 properties 4 required
ReportListSearchResult
object
2 properties
CustomBand
object
2 properties 1 required
Coordinate
object
6 properties
PortfolioSearchItem
object
13 properties 3 required
ExposureSummaryReportInput
object
3 properties 1 required

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

moodys-rms-portfoliov2-api-openapi.yml Raw ↑

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Moody's RMS Account V1 API
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Moody's RMS Aggregate PortfolioV1 API
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Moody's RMS Aggregate PortfolioV2 API
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Moody's RMS Analysis GroupsV1 API
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Moody's RMS Analysis GroupsV2 API
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Moody's RMS Branch V1 API
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Moody's RMS Cedant V1 API
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Moody's RMS Client IP API
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#PortfolioV2
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API Details
ID
moodys-rms:moodys-rms-portfoliov2-api
Base URL
https://api-use1.rms.com/platform
Docs
https://developer.rms.com/platform
Provider
Moody's RMS
APIs.io →  GitHub →
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