Add Statement Remark

Add a customer remark to a specific statement for a given client.

Request parameters

Required: aaid (AAID), file_type (File Type), dt (Date), remark (Remark), action_in (Action Type)
Optional: account_no (Account No.), audit_frontend_resource (Audit Context)
See each field for its format, allowed values, and business meaning.

Business notes

Creates one customer remark for the statement uniquely identified by aaid, file_type, and dt. For a create operation, always send action_in as 1.

The granularity of dt depends on file_type: monthly statements (file_type=1) use YYYYMM; others use YYYYMMDD.

Result

On success, the endpoint completes the operation. See the 200 response schema for returned data and subsequent state information.

POSThttps://b-api.lbkrs.com/portfolio/statement/add_statement_remark

Production: https://b-api.lbkrs.com · Test: https://b-api.longbridge.xyz

Authorization

AuthorizationstringheaderRequired

Send the Broker ACCESS_TOKEN as Authorization: Bearer <token>.

Permission

lb_hk_clearing.statement_customer_remark

The Broker ACCESS_TOKEN must be granted the permission below, or the call will be rejected.

Request body application/json

aaidstringrequired

This field is required.

account_nostring

Specifies Account No.. When omitted, the client is located by aaid.

file_typestringrequired

Statement file type. This field is required.

0 · Daily Statement1 · Monthly Statement2 · Temp Statement

dtstringrequired

Date the statement belongs to. Submit YYYYMM for monthly statements (file_type=1) and YYYYMMDD for other types. This field is required.

remarkstringrequired

Customer remark text. This field is required.

action_instringrequired

Action type for this request. For adding a remark, always send 1. This field is required.

1 · Create2 · Delete3 · Edit

audit_frontend_resourceobject

An audit-trail field that records the differences before and after the operation. It is not a business parameter.

Responses

HTTP 200The request was processed successfully. The response data does not contain additional business fields.