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Global Monitoring

Global Monitoring (1.0.0)

The Global Monitoring API provides a suite of endpoints to Monitor changes to Company Information. Company changes can be retrieved by creating a Portfolio (a collection of companies) and configuring the eventRules (the criteria in which to trigger a change, e.g. company name changes, limit changes) on the portfolio. When a company in your Portfolio changes to satisfy an eventRule, a notificationEvent will be raised to inform you of the nature of the change. See here for Creditsafe's Global Monitoring capabilities.

OAS 3.0.4 Trial Availability

The OAS 3.0.4 version of this API specification is provided for trial purposes only. While every effort is made to ensure its accuracy, the OAS 3.1.0 version is the primary managed and maintained specification and is recommended for all integrations and production use.

Download OpenAPI description
globalMonitoring.json
globalMonitoring.yaml
Languages
Servers
Sandbox server

https://connect.sandbox.creditsafe.com/v1/

Production server

https://connect.creditsafe.com/v1/

Authentication

Endpoints to authenticate and generate an Authentication Token.

Operations

User Details

Endpoints to retrieve user-specific details, such as user profiles and permissions.

Operations

Create and View All Portfolios

Endpoints to create new portfolios and retrieve a list of all existing portfolios for monitoring.

Operations

Importing Portfolios

Endpoints to bulk manage portfolios by importing companies using files in supported formats (e.g., CSV).

Operations

User Management of Portfolios

Endpoints to manage portfolios at a user level, including updating/deleting portfolio details, managing associated notifications and share portfolios with other users.

Operations

Individual Portfolio Management

Endpoints to manage specific portfolios, such as adding or removing companies, applying event rules, and viewing portfolio-specific data.

Operations

Event Rules and Notifications

Endpoints to viewing event rules for monitoring and retrieve notifications triggered by changes in monitored companies.

Operations