/documents
GET
/documents
A Document is equivalent to: https://spec.edmcouncil.org/fibo/ontology/FND/Arrangements/Documents/Document
ID: NUMBER: This is the Primary Key (Numeric) for the Document
CEPHISSO_PLATFORM_ACCOUNTS_ID: NUMBER: This is the Platform Account that this record belongs to
DOCUMENT_TYPES_ID: NUMBER: This is the Document Type that belongs to this Document
TITLE: VARCHAR2(255): This is the Title of the document
BOARDS_ID: NUMBER: This is the Board that this Document relates to
FILES_ID: NUMBER: This is the File that holds the Document
LEGAL_ENTITIES_ID: NUMBER: This is the Legal Entity to which this Document Record legally belongs
APPROVALS_ID: NUMBER: This is the Approval for this Document
FILES_ID2: NUMBER: This is where we track the Executed Document if applicable
FINANCIAL_MONTH: NUMBER: This is the Month that this documents Financial Period corresponds to
FINANCIAL_YEAR: NUMBER: This is the year that this documents Financial Period corresponds to
FINANCIAL_QUARTER: NUMBER: This is the Quarter that this Documents Financial Period corresponds to
NOTES: CLOB: This contains notes for this Document
FINANCIAL_PERIOD: VARCHAR2(255): This is the Financial Period to which this document corresponds
INVESTMENT_POLICY_STATEMENTS_ID: NUMBER: This is used to track the Investment Policy Statement that is this Document
START_DATE: DATE: This is the date that this document became effective
END_DATE: DATE: This is the date that this Document no longer was effective
INSURANCE_POLICIES_ID: NUMBER: If this Document is an Insurance Policy then link the actual policy here
LOCKED: NUMBER: This indicates that this Document is locked
EXECUTED_DATE: DATE: This is the Date-time that this document was executed
E_SIGNATURE_PAYLOAD: JSON: Use this to track the record of the eSignature from the designated service
E_SIGNED_COMPLETED_DATETIME: DATE: Use this to track the Date-time that the E-signature was completed
CRBNAI_KNOWLEDGE_BOTS_ID: NUMBER: This is the Knowledge Bot that is associated with the latest version of this Document
SYSTEM_GUID: VARCHAR2(36): This is used to track a unique identifier for a system specificaly a System GUID generated by SYSGUID()
UUID: VARCHAR2(36): This is the UUID for this record
METADATA: JSON: This is a JSON metadata field
DATA_LINEAGE: JSON: This field includes any specifications about where the source system is any external identifier time last updated etc
UDFS: JSON: This is used to track the UDFs (User Defined Fields) that might get added
CREATED_ON: DATE: The Date-time that this record was created
CREATED_BY: VARCHAR2(255): The User ID of the user account that created this record
LAST_UPDATED_ON: DATE: This is the Date-time when this record was Last Updated
LAST_UPDATED_BY: VARCHAR2(255): The User ID of the user account who last updated this record
DOCUMENT_STATUSES_ID: NUMBER:
Request
Responses
Request Request Example
Shell
JavaScript
Java
Swift
curl --location --request GET 'http://api.cephisso.dev/ords/cephisso_system/v1//documents' \
--header 'Authorization: Bearer <token>'Response Response Example
{
"items": [
{
"approvals_id": 0,
"boards_id": 0,
"cephisso_platform_accounts_id": 0,
"crbnai_knowledge_bots_id": 0,
"created_by": "string",
"created_on": "2019-08-24T14:15:22Z",
"data_lineage": null,
"document_statuses_id": 0,
"document_types_id": 0,
"end_date": "2019-08-24T14:15:22Z",
"executed_date": "2019-08-24T14:15:22Z",
"e_signature_payload": null,
"e_signed_completed_datetime": "2019-08-24T14:15:22Z",
"files_id": 0,
"files_id2": 0,
"financial_month": 0,
"financial_period": "string",
"financial_quarter": 0,
"financial_year": 0,
"id": 0,
"insurance_policies_id": 0,
"investment_policy_statements_id": 0,
"last_updated_by": "string",
"last_updated_on": "2019-08-24T14:15:22Z",
"legal_entities_id": 0,
"locked": 0,
"metadata": null,
"notes": "string",
"start_date": "2019-08-24T14:15:22Z",
"system_guid": "string",
"title": "string",
"udfs": null,
"uuid": "string"
}
]
}Modified at 2025-07-28 18:09:10