Banking
Ask Client

Preview or send Ask Client communication

confirm=false is read-only and previews the designated owner, current posted rows, and available delivery channels. confirm=true sends one communication per company: it creates or appends to the company's single active Ask Client request, queues email, sends SMS when a mobile number exists, and notifies portal users. Omitting organizationId in a firm workspace fans out independently and returns per-company successes or failures.

post/management-review/send

Request

  • Base URL: https://ledgerhq.pro/api/v1
  • URL: https://ledgerhq.pro/api/v1/management-review/send
  • Auth: one of:
    • HTTP bearer and API key in header x-organization-id
    • HTTP bearer and API key in header x-organization-id

Request body

organizationIdstring uuid

Optional only from a firm workspace, which fans out to managed companies.

confirmboolean required

false previews; true sends

idempotencyKeystring
previewFingerprintstring

Optional fingerprint returned by the exact preview. When supplied, confirmation fails if the recipient or outstanding rows changed.

Response

Preview, company send result, or firm fanout result

sentboolean
skipped'no_outstanding' | 'idempotent_replay' | 'send_in_progress'
requestIdstring uuid
previewobject
deliveryobject
companiesobject[]

Changes

No recorded changes to this operation across all 5 revisions of this API.