Dal.Crm.Sdk 1.0.0

Dal.Crm.Sdk

.NET SDK for interacting with the Dal Compliance CRM API.

Installation

Install the package via NuGet Package Manager:

dotnet add package Dal.Crm.Sdk

Or via Package Manager Console:

Install-Package Dal.Crm.Sdk

Initialization

Initialize the SDK with your environment, tenant ID, and API key.

using Dal.Crm.Sdk;

var dalClient = new DalClient(Env.Dev, "your-tenant-id", "your-api-key");

Usage

Client Management

List Clients

using Dal.Crm.Sdk.Types;

var clients = await dalClient.Clients.ListAsync(new ClientListRequestDto
{
    Page = 1,
    Size = 20,
    Filters = new ClientFiltersDto
    {
        SearchTerm = "John Doe"
    }
});

Get Client by ID

var client = await dalClient.Clients.GetByIdAsync("client-id", withMatches: true);

Create Client

using Dal.Crm.Sdk.Types;

var newClient = await dalClient.Clients.CreateAsync(new ClientCreateRequestDto
{
    Type = ClientType.Individual,
    FirstNameEn = "John",
    LastNameEn = "Doe",
    Email = "john@example.com",
    IdType = IdentityType.NationalIdentity,
    IdNumber = "1234567890"
});

Watchlists

Create Watchlist Entry

using Dal.Crm.Sdk.Types;

await dalClient.Watchlists.CreateAsync(new WatchlistCreateRequestDto
{
    Source = WatchlistSource.Nafith,
    OrderNumber = "ORD-001",
    IdType = IdentityType.NationalIdentity,
    IdNumber = "1000000001",
    Name = "Target Entity"
});

Get Watchlist History

var history = await dalClient.Watchlists.GetHistoryAsync();

Webhooks

Get Webhook Status

var status = await dalClient.Webhooks.GetStatusAsync();
Console.WriteLine($"Webhook Status: {status.Status}");

Check Webhook Health

var health = await dalClient.Webhooks.CheckHealthAsync();

Health Check

var apiHealth = await dalClient.Health.CheckAsync();
Console.WriteLine($"API Status: {apiHealth.Status}");

Available Services

The SDK provides access to the following services:

• Clients - Client management operations
• OnboardingClients - Onboarding client operations
• ScreeningClients - Screening client operations
• Watchlists - Watchlist management
• Webhooks - Webhook configuration and monitoring
• Health - API health checks
• KycFlows - KYC flow management
• Kyc - KYC operations
• BankAccounts - Bank account management
• Addresses - Address management
• Attachments - Attachment handling

Requirements

• .NET 8.0 or later

Support

For issues and questions, please contact Dal support or visit our documentation.