openapi: 3.2.0 info: title: CLIENT ORG MANAGEMENT Clients API description: These API's are used to manage client org information termsOfService: http://lynx-fh.com license: name: LynxFH url: http://lynx-fh.com version: '"1.0"' servers: - url: https://sandbox.lynx-fh.co security: - bearerAuth: [] tags: - name: Clients paths: /clients/applications: get: tags: - Clients summary: Get Client Org Applications description: Retrieves a list of all applications associated with a specific client organization. operationId: getClientOrgApplications parameters: - name: clientOrgName in: query description: The name of the client organization required: true schema: type: string example: Health_Plan_ABC_Division responses: '200': description: Ok content: application/json: schema: $ref: '#/components/schemas/ClientOrgApplicationsResponse' '400': description: Bad request content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' '401': description: Not authorized '404': description: Not found content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' /clients/events: get: tags: - Clients summary: Get Client Org Subscribed Events description: Retrieves ALL subscribed events for a client organization operationId: getClientOrgSubscribedEvents parameters: - name: clientOrgName in: query description: The name of the client organization required: true schema: type: string example: Health_Plan_ABC_Division responses: '200': description: Ok content: application/json: schema: $ref: '#/components/schemas/GetClientOrgSubscribedEventsResponse' '400': description: Bad request '404': description: Not found put: tags: - Clients summary: Update Client Org Subscribed Events description: Updates the subscribed events for a client organization. operationId: updateClientOrgSubscribedEvents requestBody: description: This is the client org subscribed events request body content: application/json: schema: $ref: '#/components/schemas/ClientOrgSubscribedEventsRequest' required: true responses: '200': description: Ok content: application/json: schema: $ref: '#/components/schemas/ClientOrgDto' '400': description: Bad request content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' '401': description: Not authorized '404': description: Not found content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' /clients/plans/list: get: tags: - Clients summary: Get Client Org Plan Summary description: Retrieves a list of all plans and associated products and card packages for a request client organization and all child client organizations. operationId: getClientOrgPlanSummary parameters: - name: clientOrgName in: query description: The name of the client organization required: true schema: type: string example: Health_Plan_ABC_Division - name: includeChildren in: query description: Include child client org indicator required: false schema: type: string default: 'false' enum: - 'false' - 'true' example: false - name: page in: query description: Page number to be returned. If not specified, default is 1. required: false schema: type: integer default: 1 example: 1 - name: pageSize in: query description: Maximum number of items to be returned per page. If not specified, default is 25. required: false schema: type: integer default: 25 example: 25 - name: sortValue in: query description: The property by which the response is sorted required: false schema: type: string default: creationDate enum: - creationDate - updateDate - name: sortOrder in: query description: The sort direction required: false schema: type: string default: Descending enum: - Ascending - Descending responses: '200': description: Ok content: application/json: schema: $ref: '#/components/schemas/GetClientOrgPlanSummaryResponse' '400': description: 'Bad request. - GBL-282: No clientOrgApplication with FISPPS partner org found for client org ' content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' '401': description: Not authorized '404': description: Not found content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' /clients/substantiation-model: patch: tags: - Clients summary: Client Org Substantiation Model description: This API is used to update auto-substantiation rules and customize the substantiation notification workflow stages, including the method and frequency of notifications. operationId: patchClientOrgSubstantiationModel requestBody: description: This is patch ClientOrgSubstantiationModel request body content: application/json: schema: $ref: '#/components/schemas/ClientOrgSubstantiationModelRequest' required: true responses: '200': description: Ok content: application/json: schema: $ref: '#/components/schemas/PatchClientOrgSubstantiationModelResponse' '400': description: 'Bad request. - GBL-322: De minimis amount is required when de minimis indicator is true - GBL-325: Initial stage must have Days in Stage greater than 0 - GBL-326: Initial stage Block Account Indicator cannot be true - GBL-323: For stage, Days in Stage > 0, Block Account Indicator cannot be true - GBL-324: For stage, Days in Stage is 0, Block Account Indicator must be true ' content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' '401': description: Not authorized '404': description: Not found content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' get: tags: - Clients summary: Client Org Substantiation Model description: This API is used to view auto-substantiation rules and substantiation notification workflow stages, including the method and frequency of notifications. operationId: getClientOrgSubstantiationModel parameters: - name: clientOrgName in: query description: The name of the client organization required: true schema: type: string example: Health_Plan_ABC_Division responses: '200': description: Ok content: application/json: schema: $ref: '#/components/schemas/ClientOrgSubstantiationModelDto' '400': description: Bad request content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' '401': description: Not authorized '404': description: Not found content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' /clients/webhooks: get: tags: - Clients summary: Get WebHook URLs description: Retrieves ALL configuration values for a client organization for the webhooks operationId: getClientOrgWebHookUrls parameters: - name: clientOrgName in: query description: The name of the client organization required: true schema: type: string example: Health_Plan_ABC_Division responses: '200': description: Ok content: application/json: schema: $ref: '#/components/schemas/ClientOrgWebHooks' '400': description: Bad request '404': description: Not found post: tags: - Clients summary: Add WebHook URL description: Adds a configuration webhook URL for a client organization operationId: addClientOrgWebHookUrl requestBody: content: application/json: schema: $ref: '#/components/schemas/WebHookRequest' required: true responses: '200': description: Ok content: application/json: schema: $ref: '#/components/schemas/ClientOrgWebHooks' '400': description: Bad request '404': description: Not found delete: tags: - Clients summary: Delete WebHook URL description: Deletes the webhook URL configuration values for a client organization operationId: deleteClientOrgWebHookUrl parameters: - name: clientOrgName in: query description: The name of the client organization required: true schema: type: string example: Health_Plan_ABC_Division - name: webHookId in: query description: The unique identifier for the webhook URL required: true schema: type: string example: 4dbdd4694-4875-47d2-b663-04d9aee9ee30 responses: '200': description: Ok content: application/json: schema: $ref: '#/components/schemas/ClientOrgWebHooks' '400': description: Bad request content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' '401': description: Not authorized '404': description: Not found content: application/json: schema: $ref: '#/components/schemas/ExceptionBaseResponse' components: schemas: ClientOrgDocumentDto: type: object properties: id: type: string description: Unique identifier (UUID) for the uploaded business document. example: e5fa0a77-27f5-4df3-9f14-a3d8d19ec264 type: type: string description: Type of document requested. example: ID verification status: type: string description: Status of document. example: Awaiting_Documents statusReason: type: string description: The current status of the document example: Required ClientOrgSubscribedEventDto: type: object properties: eventName: type: string description: Name of the event example: Transaction Created eventType: type: string description: Type of the event example: lynx.transactionCreated subscribed: type: boolean description: Event subscribed example: true disabled: type: boolean description: Event disabled example: false required: - eventType - subscribed ClientOrgCardSubprogramDetailsDto: type: object properties: name: type: string description: The name of the plan example: Health Plan ABC HSA Plan partnerId: type: string description: Internal identifier for the plan example: 12345 binType: type: string description: Internal identifier assigned by the card-issuing financial institution for the type of the Bank Identification Number (BIN) example: BHM status: type: string description: The current status of the plan. example: Pending statusReason: type: string description: The reason for a particular status example: HSA rejected due to lack of documentation creationDate: type: string format: date-time description: Date when the record was created example: '2024-10-10' updateDate: type: string format: date-time description: Date when the record was last updated example: '2024-10-10' products: type: array items: $ref: '#/components/schemas/ProductNameDto' cardPackages: type: array items: $ref: '#/components/schemas/CardPackageDetailsDto' Data: type: object properties: clientOrg: $ref: '#/components/schemas/ClientOrg' clientOrgWebHook: $ref: '#/components/schemas/WebHook' WebHook: type: object properties: url: type: string encryptionIndicator: type: boolean deliveryMode: type: string enum: - AtLeastOnce - AtMostOnce ClientOrgDto: type: object properties: name: type: string description: The name of the client organization example: Health_Plan_ABC_Division required: - name GetClientOrgPlanSummaryResponse: type: object properties: clientOrg: $ref: '#/components/schemas/ClientOrgDto' clientOrgs: type: array items: $ref: '#/components/schemas/ClientOrgPlanSummaryDto' PatchClientOrgSubstantiationModelResponse: type: object properties: clientOrgName: type: string description: The name of the client organization example: Lorem enabled: type: boolean description: Indicates whether the client organization substantiation model is enabled. If the substantiation model is not enabled, no substantiation will be performed and no notifications will be generated example: true required: - clientOrgName - enabled CardPackageDetailsDto: type: object properties: clientOrgCardPackageId: type: string format: uuid name: type: string description: The name of the card package example: Health Plan ABC Blue Card partnerId: type: string description: Internal identifier for the card package example: 12345 binType: type: string description: Internal identifier assigned by the card-issuing financial institution for the type of the Bank Identification Number (BIN) example: BHM virtualCardIndicator: type: boolean description: Indicates whether this is a virtual card package example: 'False' prin: type: string beginAgent: type: integer format: int32 endAgent: type: integer format: int32 status: type: string statusReason: type: string cardPackageId: type: string format: uuid ClientOrgSubstantiationModelStageDto: type: object properties: stageCode: type: string description: Abbreviation for the substantiation stage; PNDS1=Pending - Stage 1, PNDS2=Pending - Stage 2, PNDS3=Pending - Stage 3, PNDS4=Pending - Stage 4, PMIS1=Pending More Info - Stage 1, PMIS2=Pending More Info - Stage 2, PMIS3=Pending More Info - Stage 3, PMIS4=Pending More Info - Stage 4, IELS1=Ineligible - Stage 1, IELS2=Ineligible - Stage 2, IELS3=Ineligible - Stage 3, IELS4=Ineligible - Stage 4 enum: - PNDS1 - PNDS2 - PNDS3 - PNDS4 - PMIS1 - PMIS2 - PMIS3 - PMIS4 - IELS1 - IELS2 - IELS3 - IELS4 - PNDAR - PMIAR - IELPR - AUTO example: PNDS1 stageName: type: string description: Substantiation stage name example: Pending - Stage 1 daysInStage: type: integer format: int32 description: Number of days a transaction will remain in the substantiation stage before moving to the next stage; a substantiation notification is generated when a transaction is moved into a new stage and not at the end of a stage. If the Block Account Indicator is true for the stage, then Days in Stage must be 0. example: 15 blockAccountIndicator: type: boolean description: Indicates whether the account/purse associated to the transaction should be blocked when a transaction is moved into this stage; standard configuration default is false, except for all end stages, PNDS4, PMIS4, and IELS4, which are a default of true example: false sendEmailIndicator: type: boolean description: Indicates whether an email notification is sent, provided the member has an email address on file, when a transaction is moved into this stage; standard configuration default is false example: true sendEventIndicator: type: boolean description: Indicates whether a webhook is sent when a transaction is moved into this stage; standard configuration default is true example: true required: - blockAccountIndicator - daysInStage - sendEmailIndicator - sendEventIndicator - stageCode - stageName ClientOrgPlanSummaryDto: type: object properties: clientOrg: $ref: '#/components/schemas/ClientOrgPlanDto' plans: type: array items: $ref: '#/components/schemas/ClientOrgCardSubprogramDetailsDto' ClientOrgSubstantiationModelRequest: type: object properties: data: $ref: '#/components/schemas/ClientOrgSubstantiationModelData' idempotency: $ref: '#/components/schemas/Idempotency' description: Unique identifier that represents the operation example: cf82639c-e3b6-4d51-9871-0e452a2b1566 required: - data - idempotency ClientOrgWebHookDto: type: object properties: id: type: string format: uuid description: The lynx webhook url for which client organization is subscribed to url: type: string encryptionIndicator: type: boolean deliveryMode: type: string active: type: boolean token: type: string addDatetime: type: string format: date-time required: - id ClientOrgSubstantiationModelStageData: type: object properties: stageCode: type: string description: Abbreviation for the substantiation stage; PNDS1=Pending - Stage 1, PNDS2=Pending - Stage 2, PNDS3=Pending - Stage 3, PNDS4=Pending - Stage 4, PMIS1=Pending More Info - Stage 1, PMIS2=Pending More Info - Stage 2, PMIS3=Pending More Info - Stage 3, PMIS4=Pending More Info - Stage 4, IELS1=Ineligible - Stage 1, IELS2=Ineligible - Stage 2, IELS3=Ineligible - Stage 3, IELS4=Ineligible - Stage 4 enum: - PNDS1 - PNDS2 - PNDS3 - PNDS4 - PMIS1 - PMIS2 - PMIS3 - PMIS4 - IELS1 - IELS2 - IELS3 - IELS4 example: PNDS1 daysInStage: type: integer format: int32 description: Number of days a transaction will remain in the substantiation stage before moving to the next stage; a substantiation notification is generated when a transaction is moved into a new stage and not at the end of a stage. If the Block Account Indicator is true for the stage, then Days in Stage must be 0. example: 15 blockAccountIndicator: type: boolean description: Indicates whether the account/purse associated to the transaction should be blocked when a transaction is moved into this stage; standard configuration default is false, except for all end stages, PNDS4, PMIS4, and IELS4, which are a default of true example: false sendEmailIndicator: type: boolean description: Indicates whether an email notification is sent, provided the member has an email address on file, when a transaction is moved into this stage; standard configuration default is false example: true sendEventIndicator: type: boolean description: Indicates whether a webhook is sent when a transaction is moved into this stage; standard configuration default is true example: true required: - stageCode ResponseException: type: object properties: errorCode: type: string description: The GBL error code that is populated when the exceptionSource is SYSTEM exceptionSource: type: string description: Characterizes the type of exception (JSON, SYSTEM, PARAMETER) exceptionMessage: type: string description: Additional information about the exception ClientOrgWebHooks: type: object properties: clientOrgWebHooks: type: array items: $ref: '#/components/schemas/ClientOrgWebHookDto' clientOrg: $ref: '#/components/schemas/ClientOrgDto' ExceptionBaseResponse: type: object properties: data: type: object description: 'null' exceptions: type: array items: $ref: '#/components/schemas/ResponseException' GetClientOrgSubscribedEventsResponse: type: object properties: clientOrgSubscribedEvents: type: array items: $ref: '#/components/schemas/ClientOrgSubscribedEventDto' clientOrg: $ref: '#/components/schemas/ClientOrgDto' Idempotency: type: object properties: idempotencyKey: type: string description: Unique identifier that represents the operation example: cf82639c-e3b6-4d51-9871-0e452a2b1566 ProductNameDto: type: object properties: name: type: string description: The name of the product example: HSA_01 required: - name PartnerOrgDto: type: object properties: name: type: string description: Partner orgnaization name example: Bank Name ClientOrgSubstantiationModelData: type: object properties: clientOrg: $ref: '#/components/schemas/ClientOrgDto' description: The name of the client organization example: Lorem enabled: type: boolean description: Indicates whether the client organization substantiation model is enabled. If the substantiation model is not enabled, no substantiation will be performed and no notifications will be generated example: true copayIndicator: type: boolean description: Indicates whether the copay auto-substantiation method should be utilized; default is false example: false recurringExpenseIndicator: type: boolean description: Indicates whether the recurring expense auto-substantiation method should be utilized; default is false example: false carrierClaimsIndicator: type: boolean description: Indicates whether a carrier claims file will be transmitted to be used for the substantiation of medical and dental claims; default is false example: false pbmIndicator: type: boolean description: Indicates whether a PBM file will be transmitted to be used for the substantiation of prescription transactions; default is false example: false deMinimisIndicator: type: boolean description: Indicates whether a de minimis amount should be enabled where if a transaction is equal to or less than that dollar amount, it will automatically be substantiated; default is false example: false deMinimisAmount: type: number description: Dollar amount to automatically substantiate if de minimis functionality is enabled; default is $25 example: 25 useDefaultConfigurationIndicator: type: boolean description: Indicates whether the parent client organization substantiation model should be utilized instead of defining a custom configuration for a child client organization. If this is the root level client organization, this should be set to false and Stage Detail is required, else substantiation will not be utilized and no substantiation actions will occur. If this is a child client organization and a custom configuration is needed, this should be set to false and Stage Detail is required example: false stages: type: array items: $ref: '#/components/schemas/ClientOrgSubstantiationModelStageData' required: - clientOrg ClientOrgPlanDto: type: object properties: name: type: string description: The name of the client organization example: Health_Plan_ABC_Division partnerId: type: string description: Internal identifier for the client organization example: 12345 ClientOrgApplicationDto: type: object properties: id: type: string description: Unique identifier example: cf82639c-e3b6-4d51-9871-1e452a2a0001 partnerOrg: $ref: '#/components/schemas/PartnerOrgDto' partnerApplicationId: type: string description: Partner application identifier example: APP123456 partnerClientOrgId: type: string description: Partner organization identifier example: Partner organization identifier clientOrgDocuments: type: array description: List of documents associated with this application items: $ref: '#/components/schemas/ClientOrgDocumentDto' status: type: string description: The current status of the application example: App_Approved statusReason: type: string description: The reason for a particular status example: HSA rejected due to lack of documentation clientOrgContactId: type: string format: uuid description: The unique id of the client org contact example: 40cd232c-4b42-469c-81d1-d04bf3e95b98 parentName: type: string clientName: type: string treeLevel: type: integer format: int32 ClientOrgApplicationsResponse: type: object properties: clientOrg: $ref: '#/components/schemas/ClientOrgDto' clientOrgApplications: type: array items: $ref: '#/components/schemas/ClientOrgApplicationDto' ClientOrg: type: object properties: name: type: string ClientOrgSubstantiationModelDto: type: object properties: clientOrgName: type: string description: The name of the client organization example: Lorem copayIndicator: type: boolean description: Indicates whether the copay auto-substantiation method should be utilized; default is false example: false recurringExpenseIndicator: type: boolean description: Indicates whether the recurring expense auto-substantiation method should be utilized; default is false example: false carrierClaimsIndicator: type: boolean description: Indicates whether a carrier claims file will be transmitted to be used for the substantiation of medical and dental claims; default is false example: false pbmIndicator: type: boolean description: Indicates whether a PBM file will be transmitted to be used for the substantiation of prescription transactions; default is false example: false deMinimisIndicator: type: boolean description: Indicates whether a de minimis amount should be enabled where if a transaction is equal to or less than that dollar amount, it will automatically be substantiated; default is false example: false deMinimisAmount: type: number description: Dollar amount to automatically substantiate if de minimis functionality is enabled; default is $25 example: 25 useDefaultConfigurationIndicator: type: boolean description: Indicates whether the parent client organization substantiation model should be utilized instead of defining a custom configuration for a child client organization. If this is the root level client organization, this should be set to false and Stage Detail is required, else substantiation will not be utilized and no substantiation actions will occur. If this is a child client organization and a custom configuration is needed, this should be set to false and Stage Detail is required example: false enabled: type: boolean description: Indicates whether the client organization substantiation model is enabled. If the substantiation model is not enabled, no substantiation will be performed and no notifications will be generated example: true stages: type: array items: $ref: '#/components/schemas/ClientOrgSubstantiationModelStageDto' deMinimasAmount: type: number writeOnly: true required: - carrierClaimsIndicator - clientOrgName - copayIndicator - deMinimisAmount - deMinimisIndicator - enabled - pbmIndicator - recurringExpenseIndicator - useDefaultConfigurationIndicator WebHookRequest: type: object properties: data: $ref: '#/components/schemas/Data' idempotency: $ref: '#/components/schemas/Idempotency' ClientOrgSubscribedEventsRequest: type: object properties: clientOrg: $ref: '#/components/schemas/ClientOrgDto' description: The name of the client organization example: Health_Plan_ABC_Division clientOrgSubscribedEvents: type: array description: List of client org events to subscribe to or unsubscribe from. "eventName" and "disabled" fields will be ignored. example: eventType: lynx.transactionCreated subscribed: true items: $ref: '#/components/schemas/ClientOrgSubscribedEventDto' required: - clientOrg - clientOrgSubscribedEvents securitySchemes: bearerAuth: type: http scheme: bearer bearerFormat: JWT x-provenance: method: searched source: https://docs.lynx-fh.com/reference harvested: '2026-10-14' tool: harvest-readme-openapi.py note: Assembled verbatim from the OpenAPI definition ReadMe embeds in each operation page of the provider's developer portal; paths and components merged by API title, nothing authored. assembled_from: - https://docs.lynx-fh.com/reference/addclientorgwebhookurl.md - https://docs.lynx-fh.com/reference/deleteclientorgwebhookurl.md - https://docs.lynx-fh.com/reference/generateapplicationtoken.md - https://docs.lynx-fh.com/reference/getclientorgapplications.md - https://docs.lynx-fh.com/reference/getclientorgplansummary.md - https://docs.lynx-fh.com/reference/getclientorgsubscribedevents.md - https://docs.lynx-fh.com/reference/getclientorgsubstantiationmodel.md - https://docs.lynx-fh.com/reference/getclientorgwebhookurls.md - https://docs.lynx-fh.com/reference/patchclientorgsubstantiationmodel.md - https://docs.lynx-fh.com/reference/updateclientorgsubscribedevents.md merge: pages: 10 deduped: 36 conflicts_kept_first: 0