Flex Web Service
Instructions
The Flex Web Service lets you access your pre-configured flex queries via HTTPS protocol without logging into Advisor Portal. This feature lets you write automated client software in your preferred language, which can request previously defined Flex queries.
- Click Reports > Flex Queries > Flex Web Configuration. Then, click the configure (gear) icon.
- Click the toggle button to enable or disable Flex Web Service.
- A new token will appear to initiate Flex Query Requests.
- Click Generate New Token to invalidate the prior token. Select the amount of time for expiration and a valid IP address (optional).
- Click the Flex Queries breadcrumb in the top left corner to return to the Flex Queries screen.