DELETE

/Investment

When to Use

  • Development Environment Cleanup: Remove test investment products created during development, integration testing, or system configuration phases
  • Cancelled Product Removal: Delete investment options that were created but cancelled before launch, public offering, or regulatory approval
  • Duplicate Configuration Cleanup: Remove duplicate investment records created through data migration errors or system integration issues
  • Pre-Launch Configuration Management: Delete investment configurations that were superseded by updated product designs before client access
  • Data Quality Management: Remove investment records with configuration errors that were identified before any financial activity occurred
  • Regulatory Compliance: Delete investment products that fail regulatory requirements or are withdrawn from regulatory approval processes

Common Scenarios

  • Test Product Cleanup: Remove investment options created during UAT or system testing that were never meant for production
  • Pre-Launch Cancellation: Delete investment products that were cancelled before any investor activity or price setting
  • Configuration Error Recovery: Remove investments with setup errors discovered before any financial transactions occurred
  • Migration Data Cleanup: Delete duplicate or incomplete investment records from data migration processes

Prerequisites

  • Valid Bearer token with investment deletion permissions and administrative access to investment management functions
  • Investment record must exist in the 7G system and be accessible within your authorized scope and product portfolio
  • Comprehensive validation that no active transactions, account balances, or investor holdings exist for this investment
  • Confirmation that all associated investment price records have been deleted before attempting investment deletion
  • Verification that no distribution history, corporate action records, or regulatory reporting obligations exist for the investment
  • Regulatory approval or compliance confirmation for deletion of any investment products that were subject to registration or disclosure requirements

Important Considerations

⚠️ Critical Deletion Restrictions and Alternatives

  • Transaction History Protection: Investments with ANY transaction history (deposits, redemptions, transfers, distributions) cannot be deleted - this protects audit trails and regulatory compliance
  • Pricing Dependency Management: All investment price records must be deleted first using DELETE /Investment/Price operations before investment deletion is permitted
  • Irreversible Operation: Investment deletion is permanent with no recovery mechanism - verify all requirements carefully before executing
  • Recommended Alternative: For investments with financial history, set IsActive=false and EndDate to disable instead of deletion - maintains audit trail integrity
  • Investor Holdings Impact: Even zero-balance investor accounts linked to the investment may prevent deletion - validate all account relationships
  • Regulatory Documentation: Investments subject to AFSL or ASIC registration may require formal withdrawal documentation before deletion is permitted

Description

Permanently deletes an investment product from the 7G platform. This operation has strict business rules to prevent accidental deletion of investments with active financial data or transaction history.

⚠️ Deletion Restrictions

Investments cannot be deleted if they have:

  • Any transaction history (deposits, redemptions, transfers)
  • Current investor holdings
  • Investment price records
  • Distribution history
  • Active accounts with balances

Recommended: Set IsActive=false to disable instead of deletion for investments with history.

Required Headers - See Authentication

HeaderValueDescription
Authorization{accessToken}Bearer token for API access
Version2.0API version identifier

Query Parameters

Parameter Type Required Description
ProductID >
integer
Native 7G product identifier providing product ownership validation during deletion operations. Verifies the investment belongs to specified product before allowing deletion, preventing accidental cross-product deletion errors. Use for enhanced security when multiple products contain similar investment names or external IDs. Optimized database index lookup ensures fast validation performance.
ExternalProductId >
string
Client product reference for external system integration and product ownership validation. Alternative to ProductID when working with your own product identifiers during deletion operations. System resolves to native ProductID internally for validation. Supports seamless integration with external fund manager platforms, CRM systems, and accounting software deletion workflows. Must reference existing product with matching ExternalProductId.
InvestmentID >
int
Native 7G investment identifier providing optimized database index lookup for direct deletion operations. Most efficient deletion method when InvestmentID is known from previous operations. Can be used alone for single-parameter deletion or combined with ProductID for enhanced product ownership validation. System validates investment exists and meets all deletion criteria (no transactions, no holdings, no prices) before executing permanent removal.
ExternalInvestmentId >
string(50)
Client-supplied investment identifier for cross-system deletion integration scenarios. Use when deleting investments referenced by your external fund manager platforms, CRM systems, or accounting software. Must be combined with ProductID or ExternalProductId for product scoping and deletion validation. System resolves to native InvestmentID internally before executing deletion criteria validation (no transactions, no holdings, no associated pricing records).
ProductID
integer
Native 7G product identifier providing product ownership validation during deletion operations. Verifies the investment belongs to specified product before allowing deletion, preventing accidental cross-product deletion errors. Use for enhanced security when multiple products contain similar investment names or external IDs. Optimized database index lookup ensures fast validation performance.
ExternalProductId
string
Client product reference for external system integration and product ownership validation. Alternative to ProductID when working with your own product identifiers during deletion operations. System resolves to native ProductID internally for validation. Supports seamless integration with external fund manager platforms, CRM systems, and accounting software deletion workflows. Must reference existing product with matching ExternalProductId.
InvestmentID
int
Native 7G investment identifier providing optimized database index lookup for direct deletion operations. Most efficient deletion method when InvestmentID is known from previous operations. Can be used alone for single-parameter deletion or combined with ProductID for enhanced product ownership validation. System validates investment exists and meets all deletion criteria (no transactions, no holdings, no prices) before executing permanent removal.
ExternalInvestmentId
string(50)
Client-supplied investment identifier for cross-system deletion integration scenarios. Use when deleting investments referenced by your external fund manager platforms, CRM systems, or accounting software. Must be combined with ProductID or ExternalProductId for product scoping and deletion validation. System resolves to native InvestmentID internally before executing deletion criteria validation (no transactions, no holdings, no associated pricing records).

Parameter Options

Choose one of these identification methods:

  • Option 1: investmentID only (most efficient)
  • Option 2: productID + externalInvestmentId
  • Option 3: externalProductId + externalInvestmentId
  • Option 4: productID + investmentID (for additional validation)

Note: All combinations validate product ownership before deletion.

Example Requests

bash
# Delete investment by ID only
curl -X DELETE "https://api.7g.com.au/Investment?InvestmentID=12345" \
  -H "Authorization: {accessToken}" \
  -H "Version: 2.0"

# Delete by product ID and investment ID (recommended for validation)
curl -X DELETE "https://api.7g.com.au/Investment?ProductID=100&InvestmentID=12345" \
  -H "Authorization: {accessToken}" \
  -H "Version: 2.0"

# Delete by external IDs combination
curl -X DELETE "https://api.7g.com.au/Investment?ExternalProductId=FUND-001&ExternalInvestmentId=INV-001" \
  -H "Authorization: {accessToken}" \
  -H "Version: 2.0"

# Delete by product ID and external investment ID
curl -X DELETE "https://api.7g.com.au/Investment?ProductID=100&ExternalInvestmentId=INV-001" \
  -H "Authorization: {accessToken}" \
  -H "Version: 2.0"

Response Examples

json
{
  "result": true,
  "message": "Investment deleted successfully",
  "recordCount": 0,
  "data": null
}
GET Get investments DELETE Delete investment prices POST Create investment