DST (now SS&C Technologies) is a data import integration that syncs investment accounts using TIN (Tax Identification Number) lookup with RSA-encrypted XML.
| Attribute | Value |
|---|
| Integration Type | Data Import |
| Authentication | RSA-encrypted XML with signature |
| Data Flow | DST → RightCapital (inbound only) |
| Household Lookup | By TIN (Tax ID) |
| Pagination | 80 accounts per response |
| Owner | Yan Hu |
| Data Type | Description |
|---|
| Investment Accounts | Retirement, non-retirement, education, health, annuity |
| Holdings | Fund positions with shares, price, market value |
| DST Account Type | RightCapital Subtype |
|---|
| Non-Retirement | Taxable |
| Retirement | Pension (Non-Taxable) |
| Education | 529 Plan |
| Health | HSA |
| Annuities | Annuity (Taxable) |
RSA encryption workflow:
- Build XML request with credentials
- Encrypt with DST public key
- Sign with RightCapital private key
- DST verifies signature and decrypts
| Purpose | Pattern |
|---|
| Get accounts by TIN | POST client/accounts/tin/{tin} |
| Get summaries | POST client/summary/tin/{tin} |
| Get next page | POST {url}/next/{link_id} |
| Component | Path |
|---|
| Connector | retail-api/app/Integrations/Dst/Connector.php |
| RSA Encryption | retail-api/app/Integrations/Dst/RsaKey.php |
| Integrator | retail-api/app/Integrations/Dst/Integrator.php |
| Models | retail-api/app/Integrations/Dst/Models/ |
Symptom: Search returns empty results
Solution: Verify TIN is correct; check with DST if accounts exist