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XPathNameTypeRequiredNotes
/portfolioReq@reqUserIdRequesting User IDStringNo 
/portfolioReq/portfolio@descDescriptionStringNo 
/portfolioReq/portfolio@nameNameString No 
/portfolioReq/portfolio@rptCcyReporting CurrencyCurrencyNoDefaults to USD
/portfolioReq/portfolio/entities@clrMbrFirmIdClearing Member Firm IDString No 
/portfolioReq/portfolio/entities@custAcctIdCustomer Account IDString No 

Note: If No Clearing Member Firm ID and Customer Account ID is supplied, these fields will be supplied with default values.

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XPathNameTypeRequiredNotes
/portfolioRpt/error@codeError CodeString No 
/portfolioRpt/error@msgError MessageString No 
/portfolioRpt/portfolio@createTimeCreate TimeDate/TimeYes 
/portfolioRpt/portfolio@descDescriptionString No 
/portfolioRpt/portfolio@idPortfolio IDString Yes 
/portfolioRpt/portfolio@nameNameString No 
/portfolioRpt/portfolio@rptCcyReporting CurrencyCurrencyYes 
/portfolioRpt/portfolio@updateTimeUpdate TimeDate/TimeYes 
/portfolioRpt/portfolio/entities@clrMbrFirmIdClearing Member Firm IDString Yes 
/portfolioRpt/portfolio/entities@custAcctIdCustomer Account IDString No 

Errors

CodeDescription
400Bad XML syntax or missing content. More information will be provided in the error message.
403Returned if the user does not have permission to add a portfolio.
500The server was not able to process the request. More information (if available) will be provided in the error message.

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Code Block
languagehtml/xml
linenumberstrue
<?xml version="1.1" encoding="UTF-8" standalone="yes"?><ns2>
<ns2:portfolioReq xmlns:ns2="http://cmegroup.com/schema/core/1.1"><portfolio>
<portfolio desc="My Desc" name="My Name" rptCcy="AUD" id="0"><entities clrMbrFirmId="My Firm" custAcctId="My Account"/></portfolio></ns2:portfolioReq>

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