WhaleUpdateAccountTradePermission

概述

Whale 在账户开户成功后通过 (account_no, [changes...]) 入参一次性变更账户的一项或多项交易权限(账户基础权限 / 市场交易 / 交易渠道,本期不含风险声明问卷类),绕过后台工单审批,加快「开户后即开通港美股」类客户体验。

多条 change 之间是「同时生效」语义——整批原子写库,要么全成要么全失败,不存在半完成态。

请求参数

顶层字段

字段	类型	必填	说明
`account_no`	string	是	证券账号,对应 `accounts.origin_id`
`changes`	PermissionChange[]	是	权限变更列表,N ≥ 1

PermissionChange

字段	类型	必填	说明
`permission_type`	string	是	形如 `{product}.{market}`,如 `stock.US`;合法值见下表
`permission_status`	string	是	只接受 `open` / `close`,大小写敏感

permission_type 合法值

下表是代码层面支持的全集。实际可用子集由 sg_mexc 的 SaaS Config 决定;本期 flag.* 整组一律拒绝。

市场代码

代码	含义
`HK`	港股
`US`	美股
`SH`	沪 A
`SZ`	深 A
`SG`	新加坡
`JP`	日本
`UK`	英国
`DE`	德国
`AU`	澳洲

账户基础权限 `account.*`

permission_type	含义
`account.trade`	账户级交易开关
`account.exchange`	换汇
`account.rollover`	转仓
`account.withdraw`	出金
`account.deposit`	入金
`account.public_funds`	公募基金
`account.private_funds`	私募基金
`account.otc`	场外交易市场
`account.balance_funds`	余额通

市场交易权限

{MARKET} 从上方「市场代码」中取值,例如 stock.HK 表示港股股票市场。

permission_type	含义
`stock.{MARKET}`	股票市场(普通买卖)
`options.{MARKET}`	期权
`shortsell.{MARKET}`	做空 / 融券
`ipo.{MARKET}`	新股申购
`warrant.{MARKET}`	窝轮 / 牛熊证
`stockgrey.{MARKET}`	暗盘
`otc.{MARKET}`	场外交易

虚拟资产 `va.*`

permission_type	含义
`va.OSL`	OSL 通道
`va.HAS`	HashKey 通道

交易渠道 `trade.*`

permission_type	含义
`trade.client`	网上交易
`trade.bo`	柜台交易
`trade.fix`	FIX 通道
`trade.openapi`	Open API

本期不支持

flag.* 整组(flag.options / flag.warrant / flag.shortsell ...)调用即返回「枚举不合法」错误,不会落库。

响应参数

字段	类型	说明
`failure_index`	int32	前置校验 fail-fast 时,挂的那条 change 在 `changes` 数组中的下标(0 起);其他情况不设(零值)

`failure_index` 在各场景下的取值

场景	failure_index
全部成功	不设(零值)
前置校验失败 — 枚举不合法	触发条 change 的下标
前置校验失败 — `permission_status` 不合法	触发条 change 的下标
前置校验失败 — 变更前后状态一致	触发条 change 的下标
账户级错误 — 账户不存在 / 已注销	不设(零值)

WhaleUpdateAccountTradePermission

Overview

After a successful account opening, Whale can update one or multiple trade permissions of an account in a single call via (account_no, [changes...]) — covering account-level permissions, market trading, and trade channels (the risk-disclosure questionnaire category is not included in this iteration). This bypasses back-office ticket approval and accelerates the "HK/US trading available right after account opening" customer experience.

Multiple changes share all-or-nothing semantics — the entire batch is written atomically: either every change succeeds, or none takes effect. There is no half-applied state.

Request Parameters

Top-level Fields

Field	Type	Required	Description
`account_no`	string	Yes	Securities account number, mapped to `accounts.origin_id`
`changes`	PermissionChange[]	Yes	List of permission changes, N ≥ 1

PermissionChange

Field	Type	Required	Description
`permission_type`	string	Yes	Format: `{product}.{market}`, e.g. `stock.US`; see the table below for valid values
`permission_status`	string	Yes	Only `open` / `close` accepted, case-sensitive

Valid `permission_type` Values

The table below lists the full set supported at the code level. The actually available subset is determined by the SaaS Config of sg_mexc; the entire flag.* group is rejected in this iteration.

Market Codes

Code	Meaning
`HK`	Hong Kong stocks
`US`	US stocks
`SH`	Shanghai A-shares
`SZ`	Shenzhen A-shares
`SG`	Singapore
`JP`	Japan
`UK`	United Kingdom
`DE`	Germany
`AU`	Australia

Account-level Permissions `account.*`

permission_type	Meaning
`account.trade`	Account-level trading switch
`account.exchange`	Currency exchange
`account.rollover`	Position transfer
`account.withdraw`	Withdrawal
`account.deposit`	Deposit
`account.public_funds`	Public mutual funds
`account.private_funds`	Private funds
`account.otc`	OTC market
`account.balance_funds`	Balance funds (cash sweep)

Market Trading Permissions

{MARKET} is one of the values from "Market Codes" above. For example, stock.HK denotes the Hong Kong equity market.

permission_type	Meaning
`stock.{MARKET}`	Equity market (regular buy/sell)
`options.{MARKET}`	Options
`shortsell.{MARKET}`	Short selling / margin shorting
`ipo.{MARKET}`	IPO subscription
`warrant.{MARKET}`	Warrants / CBBC
`stockgrey.{MARKET}`	Grey market
`otc.{MARKET}`	OTC trading

Virtual Assets `va.*`

permission_type	Meaning
`va.OSL`	OSL channel
`va.HAS`	HashKey channel

Trade Channels `trade.*`

permission_type	Meaning
`trade.client`	Online trading
`trade.bo`	Back-office (counter) trading
`trade.fix`	FIX channel
`trade.openapi`	Open API

Not Supported in This Iteration

Any call referencing the flag.* group (flag.options / flag.warrant / flag.shortsell ...) returns an "invalid enum" error and is not persisted.

Response Parameters

Field	Type	Description
`failure_index`	int32	When pre-validation fails fast, this is the index (0-based) of the offending change in the `changes` array. Unset (zero value) in other cases.

`failure_index` Across Scenarios

Scenario	failure_index
All succeed	Unset (zero value)
Pre-validation failure — invalid enum	Index of the offending change
Pre-validation failure — invalid `permission_status`	Index of the offending change
Pre-validation failure — no actual state change	Index of the offending change
Account-level error — account not found / deregistered	Unset (zero value)
Write-phase failure — DB error, etc.	Unset (zero value)

Request

Authorization

Body Params application/json

account_no

string

required

证券账号（Account）

changes

array [object {2}]

required

权限变更项 (Permission change list)

permission_type

string

required

需要修改的权限类型，如：otc.US; stock.HK (Permission type to update, e.g. otc.US, stock.HK)

permission_status

string

required

权限目标状态，如：close/open (Permission status, e.g. close / open)

Example

{
  "account_no": "string",
  "changes": [
    {
      "permission_type": "string",
      "permission_status": "string"
    }
  ]
}

Update Account Trade Permission（更新账户权限）

WhaleUpdateAccountTradePermission

概述

请求参数

顶层字段

PermissionChange

permission_type 合法值

市场代码

账户基础权限 `account.*`

市场交易权限

虚拟资产 `va.*`

交易渠道 `trade.*`

本期不支持

响应参数

`failure_index` 在各场景下的取值

WhaleUpdateAccountTradePermission

Overview

Request Parameters

Top-level Fields

PermissionChange

Valid `permission_type` Values

Market Codes

Account-level Permissions `account.*`

Market Trading Permissions

Virtual Assets `va.*`

Trade Channels `trade.*`

Not Supported in This Iteration

Response Parameters

`failure_index` Across Scenarios

Request

Responses

Update Account Trade Permission（更新账户权限）

WhaleUpdateAccountTradePermission#

概述#

请求参数#

顶层字段#

PermissionChange#

permission_type 合法值#

市场代码#

账户基础权限 account.*#

市场交易权限#

虚拟资产 va.*#

交易渠道 trade.*#

本期不支持#

响应参数#

failure_index 在各场景下的取值#

WhaleUpdateAccountTradePermission#

Overview#

Request Parameters#

Top-level Fields#

PermissionChange#

Valid permission_type Values#

Market Codes#

Account-level Permissions account.*#

Market Trading Permissions#

Virtual Assets va.*#

Trade Channels trade.*#

Not Supported in This Iteration#

Response Parameters#

failure_index Across Scenarios#

Request

Responses

WhaleUpdateAccountTradePermission

概述

请求参数

顶层字段

PermissionChange

permission_type 合法值

市场代码

账户基础权限 `account.*`

市场交易权限

虚拟资产 `va.*`

交易渠道 `trade.*`

本期不支持

响应参数

`failure_index` 在各场景下的取值

WhaleUpdateAccountTradePermission

Overview

Request Parameters

Top-level Fields

PermissionChange

Valid `permission_type` Values

Market Codes

Account-level Permissions `account.*`

Market Trading Permissions

Virtual Assets `va.*`

Trade Channels `trade.*`

Not Supported in This Iteration

Response Parameters

`failure_index` Across Scenarios