Eu-Taxonomy - SFDR Product Level Reports
Summary (What?)
Clarity AI is releasing a new API endpoint to retrieve SFDR product-level reports (Annex II–V) in .docx format.
Business impact (Why?)
Financial market participants subject to SFDR are required to disclose information at the product level using standard Annex templates (pre-contractual and periodic reports). For a given portfolioID, this API generates a specified Annex for a specified language.
The API supports the generation of the following Annex templates:
| AnnexType | SFDR Annex Template |
|---|---|
| 2 | Article 8 Pre-contractual report |
| 3 | Article 9 Pre-contractual report |
| 4 | Article 8 Periodic report |
| 5 | Article 9 Periodic report |
The API supports the following languages for the templates:
| EN | English |
|---|---|
| ES | Spanish |
| DE | German |
| IT | Italian |
| FR | French |
| SV | Swedish |
| NL | Dutch |
Clients can use this API to report on SFDR disclosure in an automated and scalable way.
Modules and Endpoints impacted (Where?)
List of endpoints by module impacted by this release:
| Module | Endpoints | Action (addition/removal/ deprecation/change) |
|---|---|---|
| EU Taxonomy | GET /public/portfolios/{portfolioId}/eu-taxonomy/sfdr/product-level | Addition |
New Features (How?)
A new synchronous GET endpoint that returns product-level reports in .docx format, for a given PortfolioID and specified annexType and language.
Go-live date (When?)
ETA:
04/Jun/2025
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