HTTP GET deprecation in Sustainable Investment - Portfolio Securities and organizations SI totals enpoints

Summary (What?)

Currently we are offering 2 GET endpoints for SI that will now transition to be POST. The reason why we are doing this is because we wanted to enable customization of the SI parameters in these SI endpoints. The only way for us to allow for that was by transitioning from a GETto a POST.

Impact (How?)

This change will allow you to customize the 3 Sustainable Investment criteria in the same way that Clarity AI offers as of today in the webapp channel. The parameters can be customized by changing the following call:

{
"profile": {
"CRITERIA_1": {
"SI_SUSTAINABLE_REVENUE_ALIGNMENT_CONTRIBUTION": {
"contributesToCriteria": true, - this can be set true or false
"minPercentage_SUSTAINABLE_REVENUE_ALIGNMENT": 20 - this % can be set between 0 to 100
},
"SI_EU_TAXONOMY_ALIGNMENT_CONTRIBUTION": {
"contributesToCriteria": true, - this can be set true or false
"minPercentage_EU_TAX_ALIGNMENT": 0 - this % can be set between 0 to 100
},
"PAI_CONTRIBUTION": {
"contributesToCriteria": true, - this can be set true or false
"minPaisToPass_SI_PAI_COUNT": 2 - this can be set to 2,3 or 4 PAIs
},
"SI_SBTI_CONTRIBUTION": {
"contributesToCriteria": false - this can be set true or false
}
},
"CRITERIA_2": {
"DNSH": {
"contributesToCriteria": true, - this can be set true or false
"minPaisToFail_SI_DNSH_PAI_COUNT": 1 - this can be set to 1,2 or 3 PAIs
}
}
}
}

Modules and Endpoints impacted (Where?)

List of endpoints by module impacted by this release:

ModuleEndpointsAction
Sustainable InvestmentGET clarity/v1/public/portfolios/{portfolioId}/sustainable-investment/securities/valueDeprecation
Sustainable InvestmentGET clarity/v1/public/portfolios/{portfolioId}/sustainable-investment/organizations/valueDeprecation
Sustainable InvestmentPOST clarity/v1/public/portfolios/{portfolioId}/sustainable-investment/securities/valueAddition
Sustainable InvestmentPOST clarity/v1/public/portfolios/{portfolioId}/sustainable-investment/organizations/valueAddition

Deprecation of the feature (How?)

By

02/Jul/2025

the GETendpoints in the table above will be deprecated. Until then, both HTTPs will be available in order to provide you with enough time to transition from the GETto the POST