User Attributes Object

User accounts can be initialized as either an End-User or Service User:

  • End-User accounts are assigned to employees.
  • Service User accounts are used by applications such as the LDAP sync or any application built using the Symphony APIs. Do not assign Service User accounts to an employee.

Calling certain endpoints requires a Service User configured with the correct role or roles. See Service User Account Endpoints.

For more information about End-User and Service User accounts and their roles, see the Symphony Administration Guide.

End-User Account Attributes V1

This object is used with older endpoints. See End-User Account Attributes V2 for the latest available version of this object.

The following attributes apply to the Create User and Update User v2 endpoints.

Note that the column "Required at Creation" concerns only the Create User v2 endpoint.
Note that firstName and lastName have a 64-character limit. All other End-User attributes have a 256-character limit.

userAttributes ObjectRequired at CreationPossible Values
accountTypeNoNORMAL
(assigned by default when you create a user)
emailAddressYesMust be unique.
firstNameYes
lastNameYes
userNameYesThe username must be unique and must not match any existing usernames or app IDs.
displayNameYes
companyNameYesThe user's company name.
departmentNo
divisionNo
titleNo
workPhoneNumberNo
mobilePhoneNumberNo
locationNo
jobFunctionNoAnalyst, Other
Business Development Executive
Corporate Access
Developer
Director
Economist
Portfolio Manager
Project Manager
Research Analyst
Sales
Strategist
Trader
assetClassesNoCurrencies
Commodities
Equities
Fixed Income
industriesNoBasic Materials
Conglomerates
Consumer Cyclicals
Consumer Non-Cyclicals
Energy & Utilities
Financials
Healthcare
Real Estate
Services
Technology
Transportation

End-User Account Attributes V2

firstName and lastName have a 64-character limit. All other End-User attributes have a 256-character limit.

The following attributes apply to the Create User V2 and Update User v2 endpoints.
Note that the column "Required at Creation" concerns only the Create User v2 endpoint.

userAttributes ObjectRequired at CreationPossible Values
accountTypeNoPossible values: NORMAL (end-user), SYSTEM (service user).
If not specified, NORMAL will be used.
When you create a SYSTEM account, the following properties are not required: firstName, lastName.
emailAddressYesThe user's email address.
Must be unique.
firstNameYesThe user's first name. Required for NORMAL users.
lastNameYesThe user's last name. Required for NORMAL users.
userNameYesMust be unique.
displayNameYesThe user's display name.
companyNameNoThe user's company name.

If not specified, it is set with the default company name.
departmentNoThe user's department.
divisionNoThe user's division
titleNoThe user's title.
workPhoneNumberNoThe user's work phone number.
mobilePhoneNumberNoThe user's mobile number.
twoFactorAuthPhoneNoThe user's two factor authentication mobile phone number.
smsNumberNoThe user's SMS number.
locationNoThe user's location.
recommendedLanguageNoThe recommended language.
jobFunctionNoThe user's job function.
Possible values:

Analyst, Other
Business Development Executive
Corporate Access
Developer
Director
Economist
Portfolio Manager
Project Manager
Research Analyst
Sales
Strategist
Trader
assetClassesNoThe user's asset classes.
Possible values:

Currencies
Commodities
Equities
Fixed Income
industriesNoThe user's industries.
Possible values:

Basic Materials
Conglomerates
Consumer Cyclicals
Consumer Non-Cyclicals
Energy & Utilities
Financials
Healthcare
Real Estate
Services
Technology
Transportation
marketCoverageNoPossible values:

EMEA
NA
APAC
LATAM
responsibilityNoPossible values:

BAU
Escalation
functionNoPossible values:

Collateral
Margin
Liquidity Management
Regulatory Outreach
Confirmation
Matching
Allocation
Settlements
Trade Processing
Claims Processing
Trade Management
Post Trade Management
Middle Office
Pre-Matching
instrumentNoPossible values:

Securities
Fixed Income
Equities
currentKeyNoA UserKeyRequest Object containing the current RSA key information to use for authenticating the user. When updating the user, this can be set (rotated) to a new key, in which case the existing key is stored in the previousKey and can be used for authentication during the current session.
previousKeyNoA UserKeyRequest Object containing the RSA key information from the previous key in a key rotation scenario. The previous key can be used when the currentKey has been updated during the current session. The previousKey is valid for 72 hours.

Service User Account Attributes

userAttributes ObjectRequiredPossible Values
accountTypeYesSYSTEM
userNameYesMust be unique.
emailAddressYesThe user's email address.
displayNameYesThe user's display name.
companyNameNoThe user's company name.

If not specified, it is set with the default company name.
departmentNoThe user's department.
divisionNoThe user's division
workPhoneNumberNoThe user's work phone number.
mobilePhoneNumberNoThe user's mobile number.
twoFactorAuthPhoneNoThe user's two factor authentication mobile phone number.
locationNoThe user's location.
recommendedLanguageNoThe recommended language.
jobFunctionNoThe user's job function.
Possible values:

Analyst, Other
Business Development Executive
Corporate Access
Developer
Director
Economist
Portfolio Manager
Project Manager
Research Analyst
Sales
Strategist
Trader
assetClassesNoThe user's asset classes.
Possible values:

Currencies
Commodities
Equities
Fixed Income
industriesNoThe user's industries. Possible values:

Basic Materials
Conglomerates
Consumer Cyclicals
Consumer Non-Cyclicals
Energy & Utilities
Financials
Healthcare
Real Estate
Services
Technology
Transportation
marketCoverageNoPossible values:

EMEA
NA
APAC
LATAM
responsibilityNoPossible values:

BAU
Escalation
functionNoPossible values:

Collateral
Margin
Liquidity Management
Regulatory Outreach
Confirmation
Matching
Allocation
Settlements
Trade Processing
Claims Processing
Trade Management
Post Trade Management
Middle Office
Pre-Matching
instrumentNoPossible values:

Securities
Fixed Income
Equities
currentKeyNoA UserKeyRequest Object containing the current RSA key information to use for authenticating the user. When updating the user, this can be set (rotated) to a new key, in which case the existing key is stored in the previousKey and can be used for authentication during the current session.
previousKeyNoA UserKeyRequest Object containing the RSA key information from the previous key in a key rotation scenario. The previous key can be used when the currentKey has been updated during the current session. The previousKey is valid for 72 hours.