generated: '2026-09-10'
method: derived
source: openapi/orion-advisor-solutions-orion-connect-openapi.json
note: Core entity graph derived from the Orion Connect DTO definitions (3,458
  schemas). Relationships read from real id-reference fields on the DTOs; this is
  the portfolio-accounting core, not the full 5,460-operation surface.
entities:
- name: Client
  schema: OAS.WebApi.DTO.Portfolio.ClientDto
  id_fields: [representativeId, categoryId, statementDeliveryMethodId]
- name: Account
  schema: OAS.WebApi.DTO.Portfolio.AccountDto
  id_fields: [registrationId, managementStyleId, fundFamilyId, accountHistoryId, advCustodyTypeId]
- name: Registration
  schema: OAS.WebApi.DTO.Portfolio.RegistrationDto
- name: Representative
  note: surfaced at /v1/Portfolio/Representatives
- name: Household
  note: impersonation entity (Entity 5 / EntityId HouseholdId in the auth flow);
    billing links households via billInstanceClientId (OAS.DataModel.Billing.RelatedHouseholdsList)
relationships:
- {from: Account, to: Registration, kind: belongs_to, via: registrationId}
- {from: Client, to: Representative, kind: belongs_to, via: representativeId}
- {from: Registration, to: Client, kind: belongs_to, via: clientId}
- {from: Client, to: Account, kind: has_many, via: additionalAccounts}
- {from: Account, to: Custodian, kind: belongs_to, via: custodian/custodianCode}
domains:
- {namespace: OAS.WebApi.DTO, schemas: 1597}
- {namespace: OAS.DataModel.Portfolio, schemas: 229}
- {namespace: OAS.DataModel.Reporting, schemas: 111}
- {namespace: OAS.DataModel.Trading, schemas: 94}
- {namespace: OAS.DataModel.Billing, schemas: 73}
- {namespace: OAS.DataModel.Confirm, schemas: 68}