Append From Chunked File: Append a chunked file that contains a MindBridge account grouping file (.xlsx) to an existing account grouping to add new account groups and mappings to the existing account grouping.
Export Account Grouping: Export an account grouping and all its account groups as an Excel file. Exporting returns an async result, which can then be used to return a file result.
Import From Chunked File: Import a chunked file that contains a MindBridge account grouping file (.xlsx) or a CCH group trial balance file to create a new account grouping entry with a complete set of account groups and MAC mappings.
Delete Analysis: Delete an existing analysis, identified by its ID.
Engagement Roll Forward Analysis: Roll a completed analysis forward into an existing engagement. This will create a new analysis within the target engagement using the source analysis' data as prior period data for the new analysis.
Query Analysis: Query analyses, optionally applying a filter.
Read Analysis: Read an existing analysis, identified by its ID.
Read Analysis Status: See a summary of the readiness of an existing analysis, including errors, missing analysis sources and more.
Run Analysis: Run an analysis through MindBridge’s analytics.
Start Analysis: Run an analysis through MindBridge’s analytics.
Update Analysis: Update an existing analysis, identified by its ID.
Read Effective Date Metrics: Query the results of the Analysis Period step in the data import process (based on the effective date column), including displaying the histogram by day, week, or month, as well as debit and credit sums for the period and more.
Read Async Result: Read an existing async result, identified by its ID.
Add Chunked File Part: This endpoint is used to append a chunkedFilePart to a chunked file.
Create Chunked File: This endpoint allows you to begin the process of importing a file in multiple chunks. Calling this endpoint returns a {chunkedFileId} to use in subsequent steps.
Delete Chunked File: Deletes a pending chunked file import, identified by its ID.
Query Chunked File: Queries a pending chunked file import, optionally applying a filter.
Read Chunked File: Returns the state of a pending chunked file import, identified by its ID.
Get Data For Connection Data Source: Retrieve data from an existing connection data source, identified by its ID. Requires a request body specifying the engagement and optional filter/pagination. Unlike the Connection /get-data endpoint, you do not specify a schema. The schema defined on the connection data source is used automatically…
Delete Connection: Delete an existing connection, identified by its ID.
Get Data For Connection: Retrieve data from a specific table in an existing connection. Requires a request body specifying the table, engagement, and optional schema hint, filter, and pagination parameters. Returns an async result that can be polled for the data retrieval outcome. On success, the retrieved data is stored as…
Get Tables For Connection: Retrieve the list of available tables from an existing connection, identified by its ID. Returns an async result that can be polled for the table discovery outcome.
Query Connection: Query connections, optionally applying a filter.
Read Connection: Read an existing connection, identified by its ID.
Test Connection: Test an existing connection, identified by its ID. Returns an asynchronous result that can be polled for the test outcome.
Export Data Table: Export a data table as a CSV. Exporting returns an async result, which can then be used to return a file result.
Query Data Table: Query data tables, optionally applying a filter.
Query Data Table Data: This endpoint allows you to load data from the data table. This data is retrieved as pages and can be sorted and filtered by a MindBridge QL query.
Read Data Table: Read an existing data table, identified by its ID.
Create Merge File Job: Merge data from the first sheet of multiple file manager files, then generate a new file with all source data on a single sheet.
Export Engagement Account Grouping: Export an engagement account grouping and all of its account groups as an Excel file. Exporting returns an async result, which can then be used to return a file result.
Create File Manager File From Chunked File: This endpoint validates that all chunks of the import have been received, then completes a chunked file import, given by its ID in the message body, and creates a file manager file entity.
Create File Manager File From Chunked File (deprecated): This endpoint validates that all chunks of the import have been received, then completes a chunked file import, given by its ID in the URL, and creates a file manager file entity.
Create File Manager File From Multipart File: This endpoint allows you to import a file and set the properties of the resulting File Manager File entity at the same time. The body of the request is an HTTP form with the Content-Type header set to multipart/form-data, containing 2 parts: fileManagerFile for the entity properties, and…
Import From Data Table: Create a new file manager file by exporting data from a data table. The resulting file will be a CSV file placed in the specified file manager directory. Returns an async result that can be polled for the export outcome.
Import From Json Table: Create a new file manager file from the imported parts of a JSON table. The resulting file will be a CSV file, and headers will appear in the same order as the original source.
Query File Result: Query file results, optionally applying a filter.
Read File Result: Read an existing file result, identified by its ID.
Append: Append data to an existing JSON table. This should not be run in parallel with another append call, or when creating a file manager file, as undefined behaviour may occur.
Validate Saved Filter: Validate a saved filter for correctness against the provided data table ID, returning a list of actionable errors describing incompatibilities between the provided filter and table, if any.