Getting Started

SDK Documentation Roadmap

The following reference material and workflow examples are being documented progressively. The SDK is available now—documentation is catching up.

API Client Reference

Complete method signatures, parameters, and return types for all SDK resource clients:

  • BizEntityClient - Create, update, query, and manage business entities
  • InvestmentClient - Investment products, pricing, and unit tracking
  • DistributionClient - 4-step distribution workflow management
  • BizTransactionClient - Transaction ledger and reconciliation
  • DocumentClient - Document management and retrieval
  • ReportClient - Asynchronous report generation workflow
  • Plus 8 additional resource clients for comprehensive API coverage

Workflow Pattern Examples

Real-world code examples demonstrating complete workflows:

  • Authentication and token lifecycle management
  • Creating entities with nested resources (Person, Address, Communication)
  • Advanced filtering with FilterField<T> operators
  • Pagination strategies for large result sets
  • Error handling and retry patterns
  • Multi-step distribution workflows
  • Asynchronous report generation patterns

SDK Code Examples

SDK code examples are available for common integration patterns including authentication, BizEntity creation, and advanced filtering.

Documentation Progress

The SDK is production-ready and available on NuGet now. We're actively completing comprehensive documentation to support .NET developers. Reference material is being published progressively.

Start immediately with the .NET SDK Integration Guide, which provides a complete workflow from NuGet installation to your first authenticated call.