---
title: "How do I create a corporate action source?"
slug: "how-do-i-create-a-corporate-action-source"
tags: ["corporate action source"]
updated: 2026-08-04T10:12:40Z
published: 2026-08-04T10:12:40Z
canonical: "support.lusid.com/how-do-i-create-a-corporate-action-source"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.lusid.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I create a corporate action source?

You can create a *corporate action source* (CAS) in which to subsequently [load corporate actions](/v1/docs/how-do-i-upload-corporate-actions-to-a-corporate-action-source).

Note you must [subscribe one or more portfolios](/v1/docs/handling-a-cash-dividend-corporate-action-event#subscribing-a-portfolio-to-the-corporate-action-source) to the CAS in order for loaded corporate actions to take effect.

## Methods

LUSID web appLUSID APILuminesce

Call the [CreateCorporateActionSource](https://www.lusid.com/docs/api/#operation/CreateCorporateActionSource) API, for example:

```json
curl -X POST 'https://<your-domain>.lusid.com/api/api/corporateactionsources'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '{
  "scope": "Example-CAS-scope",
  "code": "Example-CAS-code",
  "displayName": "Example corporate action source",
  "description": "This is an example corporate action source",
  "instrumentScopes": ["example-instrument-scope"]
}'
```

1. Navigate to **Data Management > Corporate Actions**.
2. On the **Data Management > Corporate Action Sources** dashboard, click the **Create source** button:

![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image-17Q1ITFC.png?sv=2026-02-06&spr=https&st=2026-11-04T02%3A02%3A17Z&se=2026-11-04T03%3A02%3A17Z&sr=c&sp=r&sig=FNIwV44VN7MLW5cEWa%2BTEXjQ%2FdL%2FhazmBGYEV1oOBBI%3D)

Write a Luminesce SQL query using the [Lusid.CorporateAction.Source.Writer](/v1/docs/lusidcorporateactionsourcewriter) provider, for example:

![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image-HAX059Y9.png?sv=2026-02-06&spr=https&st=2026-11-04T02%3A02%3A17Z&se=2026-11-04T03%3A02%3A17Z&sr=c&sp=r&sig=FNIwV44VN7MLW5cEWa%2BTEXjQ%2FdL%2FhazmBGYEV1oOBBI%3D)

## Data fields

This section supplements the [API documentation](https://www.lusid.com/docs/api/#operation/CreateCorporateActionSource) and on-screen help text in the LUSID web app.

A corporate action source is identified by a `scope` and a `code` that must be unique within that scope.

You must specify a `displayName` and can specify a `description`.

Specify a single [instrument scope](/v1/docs/understanding-instrument-scopes) in the `instrumentScopes` field if all portfolios you intend to register resolve economic activity to instruments mastered in that scope. If all intended portfolios resolve to instruments mastered in the `default` scope, you can omit this field.

## Subsequent updates

It is not possible to update a corporate action source. You must delete it and start over.