Evidence API and CSV access

Endpoints

• Identity

  Resolve directory/legacy provider and strategy slugs to evidence-layer IDs (e.g. LLP → Private Limited, PROVIDER__STRATEGY).

  https://server.knowyourpms.com/api/v1/data/identity?provider_id=1729_ADVISORS_LLP&strategy_id=1729_FUNDAMENTAL_VALUE_INVESTING

• Releases

  Immutable ingestion releases with reporting period, parser/schema versions, and change summary.

  https://server.knowyourpms.com/api/v1/data/releases

• Observations

  Current observations with status, release_id, source location, quality flags, and revision. Also available as /observations/page with a total envelope.

  https://server.knowyourpms.com/api/v1/data/observations?provider_id=SBI_FUNDS_MANAGEMENT_LIMITED&limit=100

• CSV export

  Same observation contract as a downloadable CSV for research pipelines.

  https://server.knowyourpms.com/api/v1/data/observations.csv?provider_id=SBI_FUNDS_MANAGEMENT_LIMITED

• Coverage

  Expected vs reported months, missing periods, stale counts, and completeness.

  https://server.knowyourpms.com/api/v1/data/coverage?provider_id=SBI_FUNDS_MANAGEMENT_LIMITED

• Methodology

  Status semantics, source hierarchy, revision policy, and basis rules.

  https://server.knowyourpms.com/api/v1/data/methodology

• Providers

  Canonical evidence-layer provider IDs and registration numbers.

  https://server.knowyourpms.com/api/v1/data/providers

Strategy ID shapes

Directory pages may use legacy strategy slugs. The evidence layer uses compound IDs of the form PROVIDER_ID__STRATEGY_SLUG. Clients should accept both shapes. Provider pages also resolve legal-suffix variants (for example LLP vs Private Limited) via registration number when needed.

Example CSV helper URL builder returns: https://server.knowyourpms.com/api/v1/data/observations.csv?provider_id=SBI_FUNDS_MANAGEMENT_LIMITED&release_id=jul-2026

Freshness rules for consumers

• Use available period / reporting_period_end from the release—do not label data as “latest” unless it matches the current calendar month.
• Filter on release_id (for example jul-2026) when you need a fixed vintage.
• Treat status values as authoritative: reported, not reported, estimated, stale, conflicted, parse failed, and not applicable stay distinct.