Replace the draft layout with a source-owned template

POST

https://api.sureshake.com/v2/entities/{id}/presentation/template

Path parameters

id
string
required
format: uuid

Request body JSON required

expectedRevision
integer
required
minimum: 1
parentVersionId
string
required
format: uuid
templateKey
company_profile
or
public_company
or
saas_company
or
fund_manager
required
changeNote
optional
string
or null
maxLength: 500 · minLength: 1 · default: null
operatorOverride
optional
object
- confirmed
  true
  required
- reason
  string
  required
  maxLength: 500 · minLength: 10
}

Returns

200

Default Response

JSON

data
object
required
- id
  string
  required
  format: uuid
- presentationId
  string
  required
  format: uuid
- entityId
  string
  required
  format: uuid
- versionNumber
  integer
  required
  minimum: 0
- parentVersionId
  string
  or null
  required
  format: uuid
- origin
  template_applied
  or
  editor_save
  or
  publish
  or
  rollback
  or
  migration
  required
- definition
  object
  required
  schemaVersion
  1
  required
  template
  object
  required
  key
  company_profile
  or
  public_company
  or
  saas_company
  or
  fund_manager
  required
  version
  string
  required
  pattern: ^\d+\.\d+\.\d+$
  theme
  object
  required
  tone
  light
  or
  dark
  or
  system
  required
  density
  compact
  or
  comfortable
  required
  corners
  square
  or
  soft
  or
  rounded
  required
  accent
  sureshake
  or
  emerald
  or
  blue
  or
  violet
  or
  slate
  required
  widgets
  array of
  required
  Any of the following:
  object
  instanceId
  string
  required
  format: uuid
  order
  integer
  required
  maximum: 99 · minimum: 0
  span
  object
  required
  base
  12
  required
  sm
  optional
  integer
  maximum: 12 · minimum: 1
  md
  optional
  integer
  maximum: 12 · minimum: 1
  lg
  optional
  integer
  maximum: 12 · minimum: 1
  audience
  public
  or
  authenticated
  or
  permissioned
  required
  kind
  company_identity
  required
  config
  object
  required
  showVerification
  boolean
  required
  showMarketIdentity
  boolean
  required
  showLocation
  boolean
  required
  titleOverride
  optional
  string
  or null
  maxLength: 80 · minLength: 1 · default: null
  object
  instanceId
  string
  required
  format: uuid
  order
  integer
  required
  maximum: 99 · minimum: 0
  span
  object
  required
  base
  12
  required
  sm
  optional
  integer
  maximum: 12 · minimum: 1
  md
  optional
  integer
  maximum: 12 · minimum: 1
  lg
  optional
  integer
  maximum: 12 · minimum: 1
  audience
  public
  or
  authenticated
  or
  permissioned
  required
  kind
  company_overview
  required
  config
  object
  required
  showDescription
  boolean
  required
  showWebsite
  boolean
  required
  showSocialLinks
  boolean
  required
  titleOverride
  optional
  string
  or null
  maxLength: 80 · minLength: 1 · default: null
  object
  instanceId
  string
  required
  format: uuid
  order
  integer
  required
  maximum: 99 · minimum: 0
  span
  object
  required
  base
  12
  required
  sm
  optional
  integer
  maximum: 12 · minimum: 1
  md
  optional
  integer
  maximum: 12 · minimum: 1
  lg
  optional
  integer
  maximum: 12 · minimum: 1
  audience
  public
  or
  authenticated
  or
  permissioned
  required
  kind
  key_metrics
  required
  config
  object
  required
  metricKeys
  array of
  revenue
  or
  gross_profit
  or
  operating_income
  or
  net_income
  or
  cash_and_equivalents
  or
  total_assets
  +15 more
  required
  showDeltas
  boolean
  required
  titleOverride
  optional
  string
  or null
  maxLength: 80 · minLength: 1 · default: null
  object
  instanceId
  string
  required
  format: uuid
  order
  integer
  required
  maximum: 99 · minimum: 0
  span
  object
  required
  base
  12
  required
  sm
  optional
  integer
  maximum: 12 · minimum: 1
  md
  optional
  integer
  maximum: 12 · minimum: 1
  lg
  optional
  integer
  maximum: 12 · minimum: 1
  audience
  public
  or
  authenticated
  or
  permissioned
  required
  kind
  financial_health
  required
  config
  object
  required
  showSignals
  boolean
  required
  titleOverride
  optional
  string
  or null
  maxLength: 80 · minLength: 1 · default: null
  object
  instanceId
  string
  required
  format: uuid
  order
  integer
  required
  maximum: 99 · minimum: 0
  span
  object
  required
  base
  12
  required
  sm
  optional
  integer
  maximum: 12 · minimum: 1
  md
  optional
  integer
  maximum: 12 · minimum: 1
  lg
  optional
  integer
  maximum: 12 · minimum: 1
  audience
  public
  or
  authenticated
  or
  permissioned
  required
  kind
  financial_charts
  required
  config
  object
  required
  metricKeys
  array of
  revenue
  or
  gross_profit
  or
  operating_income
  or
  net_income
  or
  cash_and_equivalents
  or
  total_assets
  +15 more
  required
  periodLimit
  integer
  required
  maximum: 12 · minimum: 2
  titleOverride
  optional
  string
  or null
  maxLength: 80 · minLength: 1 · default: null
  object
  instanceId
  string
  required
  format: uuid
  order
  integer
  required
  maximum: 99 · minimum: 0
  span
  object
  required
  base
  12
  required
  sm
  optional
  integer
  maximum: 12 · minimum: 1
  md
  optional
  integer
  maximum: 12 · minimum: 1
  lg
  optional
  integer
  maximum: 12 · minimum: 1
  audience
  public
  or
  authenticated
  or
  permissioned
  required
  kind
  historical_financials
  required
  config
  object
  required
  statement
  summary
  or
  income
  or
  balance_sheet
  or
  cash_flow
  required
  periodLimit
  integer
  required
  maximum: 12 · minimum: 1
  titleOverride
  optional
  string
  or null
  maxLength: 80 · minLength: 1 · default: null
  object
  instanceId
  string
  required
  format: uuid
  order
  integer
  required
  maximum: 99 · minimum: 0
  span
  object
  required
  base
  12
  required
  sm
  optional
  integer
  maximum: 12 · minimum: 1
  md
  optional
  integer
  maximum: 12 · minimum: 1
  lg
  optional
  integer
  maximum: 12 · minimum: 1
  audience
  public
  or
  authenticated
  or
  permissioned
  required
  kind
  filings
  required
  config
  object
  required
  formFamilies
  array of
  annual
  or
  quarterly
  or
  current
  or
  other
  required
  limit
  integer
  required
  maximum: 50 · minimum: 1
  titleOverride
  optional
  string
  or null
  maxLength: 80 · minLength: 1 · default: null
  object
  instanceId
  string
  required
  format: uuid
  order
  integer
  required
  maximum: 99 · minimum: 0
  span
  object
  required
  base
  12
  required
  sm
  optional
  integer
  maximum: 12 · minimum: 1
  md
  optional
  integer
  maximum: 12 · minimum: 1
  lg
  optional
  integer
  maximum: 12 · minimum: 1
  audience
  public
  or
  authenticated
  or
  permissioned
  required
  kind
  reports
  required
  config
  object
  required
  limit
  integer
  required
  maximum: 20 · minimum: 1
  titleOverride
  optional
  string
  or null
  maxLength: 80 · minLength: 1 · default: null
  object
  instanceId
  string
  required
  format: uuid
  order
  integer
  required
  maximum: 99 · minimum: 0
  span
  object
  required
  base
  12
  required
  sm
  optional
  integer
  maximum: 12 · minimum: 1
  md
  optional
  integer
  maximum: 12 · minimum: 1
  lg
  optional
  integer
  maximum: 12 · minimum: 1
  audience
  public
  or
  authenticated
  or
  permissioned
  required
  kind
  team
  required
  config
  object
  required
  selection
  required
  Any of the following:
  object
  mode
  all
  required
  object
  mode
  selected
  required
  ids
  array of
  string
  required
  format: uuid
  showTitles
  boolean
  required
  titleOverride
  optional
  string
  or null
  maxLength: 80 · minLength: 1 · default: null
  object
  instanceId
  string
  required
  format: uuid
  order
  integer
  required
  maximum: 99 · minimum: 0
  span
  object
  required
  base
  12
  required
  sm
  optional
  integer
  maximum: 12 · minimum: 1
  md
  optional
  integer
  maximum: 12 · minimum: 1
  lg
  optional
  integer
  maximum: 12 · minimum: 1
  audience
  public
  or
  authenticated
  or
  permissioned
  required
  kind
  portfolio_companies
  required
  config
  object
  required
  selection
  required
  Any of the following:
  object
  mode
  all
  required
  object
  mode
  selected
  required
  ids
  array of
  string
  required
  maxLength: 200 · minLength: 1 · pattern: ^[A-Za-z0-9][A-Za-z0-9:._/-]*$
  showInvestmentDetails
  boolean
  required
  titleOverride
  optional
  string
  or null
  maxLength: 80 · minLength: 1 · default: null
  object
  instanceId
  string
  required
  format: uuid
  order
  integer
  required
  maximum: 99 · minimum: 0
  span
  object
  required
  base
  12
  required
  sm
  optional
  integer
  maximum: 12 · minimum: 1
  md
  optional
  integer
  maximum: 12 · minimum: 1
  lg
  optional
  integer
  maximum: 12 · minimum: 1
  audience
  public
  or
  authenticated
  or
  permissioned
  required
  kind
  transparency_ladder
  required
  config
  object
  required
  titleOverride
  optional
  string
  or null
  maxLength: 80 · minLength: 1 · default: null
  object
  instanceId
  string
  required
  format: uuid
  order
  integer
  required
  maximum: 99 · minimum: 0
  span
  object
  required
  base
  12
  required
  sm
  optional
  integer
  maximum: 12 · minimum: 1
  md
  optional
  integer
  maximum: 12 · minimum: 1
  lg
  optional
  integer
  maximum: 12 · minimum: 1
  audience
  public
  or
  authenticated
  or
  permissioned
  required
  kind
  access_request
  required
  config
  object
  required
  prompt
  string
  required
  maxLength: 160 · minLength: 1
  titleOverride
  optional
  string
  or null
  maxLength: 80 · minLength: 1 · default: null
  object
  instanceId
  string
  required
  format: uuid
  order
  integer
  required
  maximum: 99 · minimum: 0
  span
  object
  required
  base
  12
  required
  sm
  optional
  integer
  maximum: 12 · minimum: 1
  md
  optional
  integer
  maximum: 12 · minimum: 1
  lg
  optional
  integer
  maximum: 12 · minimum: 1
  audience
  public
  or
  authenticated
  or
  permissioned
  required
  kind
  source_provenance
  required
  config
  object
  required
  showAccessedAt
  boolean
  required
  titleOverride
  optional
  string
  or null
  maxLength: 80 · minLength: 1 · default: null
  object
  instanceId
  string
  required
  format: uuid
  order
  integer
  required
  maximum: 99 · minimum: 0
  span
  object
  required
  base
  12
  required
  sm
  optional
  integer
  maximum: 12 · minimum: 1
  md
  optional
  integer
  maximum: 12 · minimum: 1
  lg
  optional
  integer
  maximum: 12 · minimum: 1
  audience
  public
  or
  authenticated
  or
  permissioned
  required
  kind
  privacy_notice
  required
  config
  object
  required
  titleOverride
  optional
  string
  or null
  maxLength: 80 · minLength: 1 · default: null
  object
  instanceId
  string
  required
  format: uuid
  order
  integer
  required
  maximum: 99 · minimum: 0
  span
  object
  required
  base
  12
  required
  sm
  optional
  integer
  maximum: 12 · minimum: 1
  md
  optional
  integer
  maximum: 12 · minimum: 1
  lg
  optional
  integer
  maximum: 12 · minimum: 1
  audience
  public
  or
  authenticated
  or
  permissioned
  required
  kind
  regulatory_disclaimer
  required
  config
  object
  required
  variant
  general
  or
  public_securities
  or
  investment_performance
  required
  titleOverride
  optional
  string
  or null
  maxLength: 80 · minLength: 1 · default: null
- definitionHash
  string
  required
  pattern: ^sha256:[0-9a-f]{64}$
- changeNote
  string
  or null
  required
- createdByUserId
  string
  or null
  required
  minLength: 1
- createdAt
  string
  required
  format: date-time
}
meta
optional
object
- timestamp
  string
  required
  format: date-time
}

400

Default Response

JSON

error
object
required
- code
  string
  required
  Machine-readable error code (e.g., NOT_FOUND)
- message
  string
  required
  Human-readable error message
- details
  optional
  unknown
  Optional structured error details
- traceId
  optional
  string
  Unique ID for log correlation
}

401

Default Response

JSON

error
object
required
- code
  string
  required
  Machine-readable error code (e.g., NOT_FOUND)
- message
  string
  required
  Human-readable error message
- details
  optional
  unknown
  Optional structured error details
- traceId
  optional
  string
  Unique ID for log correlation
}

403

Default Response

JSON

error
object
required
- code
  string
  required
  Machine-readable error code (e.g., NOT_FOUND)
- message
  string
  required
  Human-readable error message
- details
  optional
  unknown
  Optional structured error details
- traceId
  optional
  string
  Unique ID for log correlation
}

404

Default Response

JSON

error
object
required
- code
  string
  required
  Machine-readable error code (e.g., NOT_FOUND)
- message
  string
  required
  Human-readable error message
- details
  optional
  unknown
  Optional structured error details
- traceId
  optional
  string
  Unique ID for log correlation
}

409

Default Response

JSON

error
object
required
- code
  string
  required
  Machine-readable error code (e.g., NOT_FOUND)
- message
  string
  required
  Human-readable error message
- details
  optional
  unknown
  Optional structured error details
- traceId
  optional
  string
  Unique ID for log correlation
}

500

Default Response

JSON

error
object
required
- code
  string
  required
  Machine-readable error code (e.g., NOT_FOUND)
- message
  string
  required
  Human-readable error message
- details
  optional
  unknown
  Optional structured error details
- traceId
  optional
  string
  Unique ID for log correlation
}