Tamarac
Tamarac is a data sync integration using SOAP/WS-Security with async bulk report API.
Overview
Section titled “Overview”| Attribute | Value |
|---|---|
| Integration Type | Data Sync only |
| Authentication | WS-Security (username/password) over SOAP |
| Data Flow | Tamarac → RightCapital (inbound only) |
| Developer | Tingsong Xu |
| Cron Owner | tingsong.xu |
Data Structure
Section titled “Data Structure”Flat accounts (no household hierarchy).
Bulk Report API
Section titled “Bulk Report API”Async job-based workflow:
- Submit - Request report generation
- Poll - Check job status
- Download - Get CSV (may be ZIP compressed)
Reports
Section titled “Reports”AccountInfoAV- Account informationAccountHoldingsAV- Holdings data
Caching
Section titled “Caching”Daily cache with weekend handling:
- Uses Saturday cache on Sunday/Monday
Security Matching
Section titled “Security Matching”- Primary: CUSIP
- Fallback: Symbol
- Same security in same account is summed
Code Locations
Section titled “Code Locations”| Component | Path |
|---|---|
| Connector | retail-api/app/Integrations/Tamarac/Connector.php |
| Integrator | retail-api/app/Integrations/Tamarac/Integrator.php |
| Models | retail-api/app/Integrations/Tamarac/Models/ |
Common Issues
Section titled “Common Issues”API Access Not Enabled
Section titled “API Access Not Enabled”Symptom: Cannot connect to Tamarac
Solution: Requires explicit API access enablement from Tamarac support