openapi: 3.2.0 info: version: V1 title: Orion Connect Authorization/User API x-swagger-net-version: 8.4.12.001 servers: - url: https://api.orionadvisor.com/api tags: - name: Authorization/User paths: /v1/Authorization/User: get: tags: - Authorization/User summary: Gets commonly used information about the logged in user operationId: User_GetUserAsync parameters: - name: forMobileApp in: query required: false schema: type: boolean default: true - name: cancellationToken in: header required: false responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.UserProfileDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.UserProfileDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.UserProfileDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.UserProfileDto' security: - Authorization: [] post: tags: - Authorization/User summary: Create a new Client level user. operationId: User_CreateUser responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.UserProfileDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.UserProfileDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.UserProfileDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.UserProfileDto' deprecated: true security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.DataModel.Security.NewUserDto' application/json: schema: $ref: '#/components/schemas/OAS.DataModel.Security.NewUserDto' text/json: schema: $ref: '#/components/schemas/OAS.DataModel.Security.NewUserDto' application/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Security.NewUserDto' text/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Security.NewUserDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.DataModel.Security.NewUserDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataModel.Security.NewUserDto' description: New User Login information required: true /v1/Authorization/User/AvailableToConnect/{searchText}: get: tags: - Authorization/User summary: Gets a list of users that the current user is allowed to connect with operationId: User_AllowedToConnect parameters: - name: searchText in: path required: true schema: type: string - name: forMobileApp in: query required: false schema: type: boolean default: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.UserProfileDto' xml: name: UserProfileDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.UserProfileDto' xml: name: UserProfileDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.UserProfileDto' xml: name: UserProfileDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.UserProfileDto' xml: name: UserProfileDto wrapped: true type: array security: - Authorization: [] /v1/Authorization/User/Databases: get: tags: - Authorization/User summary: Gets a list of databases the logged in user has access to operationId: Databases_GetAvailableDatabasesAsync parameters: - name: token in: header required: true - name: isActive in: query description: 'Optional. Default: null. If provided limits the return to only those database' required: false schema: type: boolean - name: filterForMasterGroup in: query description: Optional. Default null. If provided limits the return to only the databases in the logged in users mastergroup. required: false schema: type: boolean - name: searchText in: query required: false schema: type: string default: '' - name: filterForCotenant in: query required: false schema: type: boolean default: false responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.DatabaseDto' xml: name: DatabaseDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.DatabaseDto' xml: name: DatabaseDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.DatabaseDto' xml: name: DatabaseDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.DatabaseDto' xml: name: DatabaseDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.DatabaseDto' xml: name: DatabaseDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.DatabaseDto' xml: name: DatabaseDto wrapped: true type: array security: - Authorization: [] /v1/Authorization/User/Databases/{key}: get: tags: - Authorization/User summary: Gets the database that has the provided key. operationId: Databases_GetByKeyAsync parameters: - name: token in: header required: true - name: key in: path description: Key of the desired return object. required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.DatabaseDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.DatabaseDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.DatabaseDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.DatabaseDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.DatabaseDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.DatabaseDto' security: - Authorization: [] put: tags: - Authorization/User operationId: Databases_UpdateDatabaseAsync parameters: - name: token in: header required: true - name: key in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.DatabaseDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.DatabaseDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.DatabaseDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.DatabaseDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.DatabaseDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.DatabaseDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.DatabaseDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.DatabaseDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.DatabaseDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.DatabaseDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.DatabaseDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.DatabaseDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.DatabaseDto' required: true summary: Databases update database async x-summary-source: derived /v1/Authorization/User/Databases/Action/LockDown: put: tags: - Authorization/User operationId: Databases_ReleaseLockDownAsync parameters: - name: token in: header required: true responses: '200': description: OK content: text/plain: schema: type: integer format: int32 application/json: schema: type: integer format: int32 text/json: schema: type: integer format: int32 application/xml: schema: type: integer format: int32 text/xml: schema: type: integer format: int32 multipart/form-data: schema: type: integer format: int32 security: - Authorization: [] summary: Databases release lock down async x-summary-source: derived /v1/Authorization/User/Databases/LockDown: get: tags: - Authorization/User operationId: Databases_GetLockDownType responses: '200': description: OK content: text/plain: schema: type: string application/json: schema: type: string text/json: schema: type: string application/xml: schema: type: string text/xml: schema: type: string multipart/form-data: schema: type: string security: - Authorization: [] summary: Databases get lock down type x-summary-source: derived /v1/Authorization/User/Gravatar: get: tags: - Authorization/User summary: Gets commonly used information about the logged in user operationId: User_GetUsersGravatarAsync parameters: - name: size in: query required: false schema: type: integer format: int32 default: 80 - name: defaultImage in: query required: false schema: type: string enum: - _404 - Mp - Identicon - Monsterid - Wavatar - Retro - Rodohbash - Black default: 3 responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] /v1/Authorization/User/Integrations/{app}: get: tags: - Authorization/User summary: Retreives the Intgration information for the specified integration partner… operationId: UserIntegrations_GetUserIntegrationDtl parameters: - name: app in: path description: Integraton partners application code required: true schema: type: string responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.DataModel.Security.UserDetailIntegration' application/json: schema: $ref: '#/components/schemas/OAS.DataModel.Security.UserDetailIntegration' text/json: schema: $ref: '#/components/schemas/OAS.DataModel.Security.UserDetailIntegration' application/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Security.UserDetailIntegration' text/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Security.UserDetailIntegration' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataModel.Security.UserDetailIntegration' security: - Authorization: [] put: tags: - Authorization/User summary: Updates the current users integration information for the Currently logged in… operationId: UserIntegrations_UpdateUserIntegrationDtl parameters: - name: app in: path required: true schema: type: string - name: forCurrentUser in: query description: Optional. Default is true. When true, the integration information is saved for the currently logged in user. If false, The integration info is saved for the specified user in the body - UserDetailId required: false schema: type: boolean default: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.DataModel.Security.UserDetailIntegration' application/json: schema: $ref: '#/components/schemas/OAS.DataModel.Security.UserDetailIntegration' text/json: schema: $ref: '#/components/schemas/OAS.DataModel.Security.UserDetailIntegration' application/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Security.UserDetailIntegration' text/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Security.UserDetailIntegration' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataModel.Security.UserDetailIntegration' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.DataModel.Security.UserDetailIntegration' application/json: schema: $ref: '#/components/schemas/OAS.DataModel.Security.UserDetailIntegration' text/json: schema: $ref: '#/components/schemas/OAS.DataModel.Security.UserDetailIntegration' application/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Security.UserDetailIntegration' text/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Security.UserDetailIntegration' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.DataModel.Security.UserDetailIntegration' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataModel.Security.UserDetailIntegration' required: true delete: tags: - Authorization/User summary: Deletes the integration information for the specified integration application… operationId: UserIntegrations_DeleteUserIntegrationDtl parameters: - name: app in: path description: Integraton partners application code required: true schema: type: string responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] /v1/Authorization/User/Integrations/SaleForce: post: tags: - Authorization/User operationId: UserIntegrations_CreateIntegrationDetailForSaleForceAsync parameters: - name: sessionId in: query required: true schema: type: string format: uuid responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: User integrations create integration detail for sale force async x-summary-source: derived /v1/Authorization/User/Logo: get: tags: - Authorization/User summary: Gets the user's logo operationId: User_GetLogoAsync parameters: - name: ct in: header required: true - name: imageType in: query required: false schema: type: string enum: - Report - Portal - Firm default: 1 responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] /v1/Authorization/User/Privileges: get: tags: - Authorization/User operationId: AuthorizationPrivileges_GetCurrentUserPrivileges parameters: - name: resetCache in: query required: false schema: type: boolean default: false responses: '200': description: OK content: text/plain: schema: items: type: object type: array application/json: schema: items: type: object type: array text/json: schema: items: type: object type: array application/xml: schema: items: type: object type: array text/xml: schema: items: type: object type: array multipart/form-data: schema: items: type: object type: array security: - Authorization: [] summary: Authorization privileges get current user privileges x-summary-source: derived /v1/Authorization/User/Privileges/{code}: get: tags: - Authorization/User summary: Gets the right that the logged in user has that matches the security code… operationId: AuthorizationPrivileges_GetPrivilege parameters: - name: code in: path required: true schema: type: string - name: resetCache in: query required: false schema: type: boolean default: false responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.AuthorizationPrivilegeDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.AuthorizationPrivilegeDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.AuthorizationPrivilegeDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.AuthorizationPrivilegeDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.AuthorizationPrivilegeDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.AuthorizationPrivilegeDto' security: - Authorization: [] /v1/Authorization/User/Privileges/Codes: post: tags: - Authorization/User summary: Gets the rights that the logged in user has that matches the security codes… operationId: AuthorizationPrivileges_GetPrivileges parameters: - name: resetCache in: query required: false schema: type: boolean default: false responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.AuthorizationPrivilegeDto' xml: name: AuthorizationPrivilegeDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.AuthorizationPrivilegeDto' xml: name: AuthorizationPrivilegeDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.AuthorizationPrivilegeDto' xml: name: AuthorizationPrivilegeDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.AuthorizationPrivilegeDto' xml: name: AuthorizationPrivilegeDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.AuthorizationPrivilegeDto' xml: name: AuthorizationPrivilegeDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.AuthorizationPrivilegeDto' xml: name: AuthorizationPrivilegeDto wrapped: true type: array security: - Authorization: [] requestBody: content: text/plain: schema: items: type: string type: array application/json: schema: items: type: string type: array text/json: schema: items: type: string type: array application/xml: schema: items: type: string type: array text/xml: schema: items: type: string type: array application/x-www-form-urlencoded: schema: items: type: string type: array multipart/form-data: schema: items: type: string type: array description: The privilege codes being queried required: true /v1/Authorization/User/Reset: put: tags: - Authorization/User summary: Marks the currently logged in user as reset, requiring a password change on… description: Cannot be used for API-only users, nor while impersonating. operationId: User_ResetUserAsync parameters: - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] /v1/Authorization/User/Rights: get: tags: - Authorization/User summary: Gets a list of rights that the logged in user has operationId: Rights_GetRights parameters: - name: resetCache in: query description: 'Optional. Default: false. The result is cached for fifteen minutes. To force the cache to refresh call with resetCache = true.' required: false schema: type: boolean default: false responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.RightDto' xml: name: RightDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.RightDto' xml: name: RightDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.RightDto' xml: name: RightDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.RightDto' xml: name: RightDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.RightDto' xml: name: RightDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.RightDto' xml: name: RightDto wrapped: true type: array security: - Authorization: [] /v1/Authorization/User/Rights/{securitycode}: get: tags: - Authorization/User summary: Gets the right that the logged in user has that matches the security code… operationId: Rights_GetRight parameters: - name: securitycode in: path description: The security code for required: true schema: type: string responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.RightDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.RightDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.RightDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.RightDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.RightDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.RightDto' security: - Authorization: [] /v1/Authorization/User/Rights/Groups: get: tags: - Authorization/User summary: Gets the groups that the logged in user has access to operationId: Rights_GetGroups responses: '200': description: OK content: text/plain: schema: items: type: string type: array application/json: schema: items: type: string type: array text/json: schema: items: type: string type: array application/xml: schema: items: type: string type: array text/xml: schema: items: type: string type: array multipart/form-data: schema: items: type: string type: array deprecated: true security: - Authorization: [] /v1/Authorization/User/Rights/ObjectTypeCode/{code}: get: tags: - Authorization/User summary: Gets the rights that the logged in user has that fall within the object type… operationId: Rights_GetRightsByObjectTypeCode parameters: - name: code in: path description: The object type code to return the rights of. required: true schema: type: string responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.RightDto' xml: name: RightDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.RightDto' xml: name: RightDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.RightDto' xml: name: RightDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.RightDto' xml: name: RightDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.RightDto' xml: name: RightDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.RightDto' xml: name: RightDto wrapped: true type: array security: - Authorization: [] /v1/Authorization/User/ServiceTeam: get: tags: - Authorization/User operationId: User_GetServiceTeam responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Authorization.ServiceTeamDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Authorization.ServiceTeamDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Authorization.ServiceTeamDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Authorization.ServiceTeamDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Authorization.ServiceTeamDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Authorization.ServiceTeamDto' security: - Authorization: [] summary: User get service team x-summary-source: derived /v1/Authorization/User/Verbose: get: tags: - Authorization/User operationId: User_GetVerbose parameters: - name: expand in: query required: false style: form explode: true schema: type: array items: type: string enum: - None - Portfolio - Personal - All responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Authorization.UserVerboseDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Authorization.UserVerboseDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Authorization.UserVerboseDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Authorization.UserVerboseDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Authorization.UserVerboseDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Authorization.UserVerboseDto' security: - Authorization: [] summary: User get verbose x-summary-source: derived put: tags: - Authorization/User operationId: User_UpdateVerboseUser responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Authorization.UserVerboseDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Authorization.UserVerboseDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Authorization.UserVerboseDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Authorization.UserVerboseDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Authorization.UserVerboseDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Authorization.UserVerboseDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Authorization.UserVerboseDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Authorization.UserVerboseDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Authorization.UserVerboseDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Authorization.UserVerboseDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Authorization.UserVerboseDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Authorization.UserVerboseDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Authorization.UserVerboseDto' required: true summary: User update verbose user x-summary-source: derived components: schemas: OAS.WebApi.DTO.Authorization.FullPhoneNumberDto: properties: extension: type: string number: type: string xml: name: FullPhoneNumberDto type: object OAS.WebApi.DTO.Security.AuthorizationPrivilegeDto: properties: code: type: string readIsGranted: type: boolean editIsGranted: type: boolean deleteIsGranted: type: boolean xml: name: AuthorizationPrivilegeDto type: object OAS.DataModel.Authentication.PasswordInfo: properties: shouldChange: type: boolean count: type: integer format: int32 xml: name: PasswordInfo type: object OAS.WebApi.DTO.Security.UserProfileDto: properties: entity: type: string userName: type: string loginUserId: type: string databaseCount: type: integer format: int32 userId: type: integer format: int32 userDetailId: type: integer format: int32 roleId: type: integer format: int32 alClientId: type: integer format: int32 alClientName: type: string alClientGuid: example: 00000000-0000-0000-0000-000000000000 type: string format: uuid alClientLockType: type: integer format: int32 instanceName: readOnly: true type: string userGuid: example: 00000000-0000-0000-0000-000000000000 type: string format: uuid firstName: type: string lastName: type: string email: type: string phoneNumber: type: string twoFactor: type: boolean daysUntilPasswordExpires: type: integer format: int32 rights: additionalProperties: type: boolean type: object entityId: type: integer format: int32 entityName: type: string parentEntityId: type: integer format: int32 parentEntity: type: string enum: - Undefined - Payee - BrokerDealer - Wholesaler - Representative - Client - Registration - Account - Asset - Product - Transaction - Distribution - FundFamily - Personal - PayoutSchedule - FeeSchedule - Platform - RIA - Custodian - Journal - SWP - Other - NASD - CashFunding - Bill - BillInstance - BillMasterPayout - Model - NewAccountClient - NewAccountReg - DownloadExclusion - Price - UserDefinedFields - NewAcctUserDef - ManagersMessage - IndexEntry - PerformanceFee - PerformancePayout - NewAccountAsset - Owner - Administrator - OutsideClient - SubAdvisor - ModelRange - FaxCover - Fax - OneTimeDistribution - WebLogin - Plan401k - BillAccountItem - ThirdPartyAdministrator - CrmContact - Participant - PlanSponsor - CRMEmailList - ThirdParty - WorkflowItem - WorkflowAction - ServiceAccount - EntityOption - HouseholdMember - DownloadSymbol - IndexBlend - NABenefit - AggregateModel - CompositeRange - RepAccountManager - ScriptsScrubs - ServiceAccountBrokerDealer - BusinessLine - Blob - AssetClass - ServiceAccountLite - NewAcctUserDefDtl - Branch - AssetLevelStrategy - Report - DataQueries - PriceUnUsed - ModelItem - AssetCategory - RiskCategory - PlatformRange - Dividend - RegistrationType - CustodianCommon - RepState - QpeDashboard - ReportBatch - ModelGroup - ShareClass - DownloadFile - User - DynamicGrouping - ProductType - ProductSubType - InvestmentObjective - PortfolioGroup - OrionRealizedLot - OrionUnrealizedLot - CustodianRealizedLot - CustodianUnrealizedLot - AssetCategoryParent - TaxType - AuditRequest - AuditRequestLetter - ManagedUnmanaged - AuditRowAttachment - InformPolicy - InformAnswerAttachment - UserDetail - BillPayMethod - ModelInclusion - CommunityModel - EclipseModel - Global - ClientCategory - Taxability - Qualified - TaxID - BondState - ProductTaxability - TargetAllocation - RIATable - ProductRegion - ProductPropertyType - ProductManagerAip - MoodyRating - SPRating - BondMaturityYear - InterestRate - RegistrationTaxType - MaturityPeriod - NewHousehold - BillPayoutDashboardPayment - OptionLevel - MarginAgreement - PrimeBrokerage - InformHistoricalDocument - SleeveStrategyAggregate - MorningstarSector - BillEntity - SleeveStrategy - MorningstarGeography - GenericProspect - BillEntityType - AdditionalRep - BillPayoutReport - ProductSubHolding - DownloadSource - ModelVsActual - ProductVintageYear - EclipsePortfolio - Country - Currency - SecurityClassification1 - SecurityClassification2 - SecurityClassification3 - SecurityClassification4 - SecurityClassification5 - SecurityClassification6 - SecurityClassification7 - SecurityClassification8 - SecurityClassification9 - SecurityClassification10 - SecurityClassification11 - SecurityClassification12 - SecurityClassification13 - SecurityClassification14 - SecurityClassification15 - SecurityClassification16 - SecurityClassification17 - SecurityClassification18 - SecurityClassification19 - SecurityClassification20 - SecurityClassification21 - SecurityClassification22 - SecurityClassification23 - SecurityClassification24 - SecurityClassification25 - DownloadRecord - CustomGrouping - Cotenant - AllocatedUnrealizedCostBasis - AllocatedRealizedCostBasis masterGroup: type: string advisorNumber: type: string passwordInfo: $ref: '#/components/schemas/OAS.DataModel.Authentication.PasswordInfo' isOps: type: boolean xml: name: UserProfileDto type: object OAS.WebApi.DTO.Security.RightDto: properties: code: type: string defaulDesc: type: string canRead: type: boolean canAdd: type: boolean canUpdate: type: boolean canDelete: type: boolean objectTypeCode: type: string minimumVersion: type: string xml: name: RightDto type: object OAS.WebApi.DTO.Authorization.ServiceTeamDto: properties: id: type: integer format: int32 team: type: string emailAddress: type: string phone: type: string assignedDatabaseCount: type: integer format: int32 memberCount: type: integer format: int32 teamType: type: string enum: - ServiceTeam - ReconTeam - ApplicationTeam - AlternateApplicationTeam - RemovedServiceTeam chatUrl: type: string firmChatRouteId: type: string chatRouteIntendedRecipient: type: string xml: name: ServiceTeamDto type: object OAS.DataModel.Security.UserDetailIntegration: required: - id - userDetailId - integrationType - integrationInfo properties: id: type: integer format: int32 userDetailId: type: integer format: int32 integrationType: type: string enum: - Undefined - Salesforce - Orion - OrionWeb - Redtail - Junxure - WebApi - eMoney - inStream - trxRebalance - RiskAlyze - AssetLock integrationInfo: type: string maxLength: 1000 minLength: 0 xml: name: UserDetailIntegration type: object OAS.DataModel.Security.NewUserDto: properties: entity: type: string enum: - Undefined - Payee - BrokerDealer - Wholesaler - Representative - Client - Registration - Account - Asset - Product - Transaction - Distribution - FundFamily - Personal - PayoutSchedule - FeeSchedule - Platform - RIA - Custodian - Journal - SWP - Other - NASD - CashFunding - Bill - BillInstance - BillMasterPayout - Model - NewAccountClient - NewAccountReg - DownloadExclusion - Price - UserDefinedFields - NewAcctUserDef - ManagersMessage - IndexEntry - PerformanceFee - PerformancePayout - NewAccountAsset - Owner - Administrator - OutsideClient - SubAdvisor - ModelRange - FaxCover - Fax - OneTimeDistribution - WebLogin - Plan401k - BillAccountItem - ThirdPartyAdministrator - CrmContact - Participant - PlanSponsor - CRMEmailList - ThirdParty - WorkflowItem - WorkflowAction - ServiceAccount - EntityOption - HouseholdMember - DownloadSymbol - IndexBlend - NABenefit - AggregateModel - CompositeRange - RepAccountManager - ScriptsScrubs - ServiceAccountBrokerDealer - BusinessLine - Blob - AssetClass - ServiceAccountLite - NewAcctUserDefDtl - Branch - AssetLevelStrategy - Report - DataQueries - PriceUnUsed - ModelItem - AssetCategory - RiskCategory - PlatformRange - Dividend - RegistrationType - CustodianCommon - RepState - QpeDashboard - ReportBatch - ModelGroup - ShareClass - DownloadFile - User - DynamicGrouping - ProductType - ProductSubType - InvestmentObjective - PortfolioGroup - OrionRealizedLot - OrionUnrealizedLot - CustodianRealizedLot - CustodianUnrealizedLot - AssetCategoryParent - TaxType - AuditRequest - AuditRequestLetter - ManagedUnmanaged - AuditRowAttachment - InformPolicy - InformAnswerAttachment - UserDetail - BillPayMethod - ModelInclusion - CommunityModel - EclipseModel - Global - ClientCategory - Taxability - Qualified - TaxID - BondState - ProductTaxability - TargetAllocation - RIATable - ProductRegion - ProductPropertyType - ProductManagerAip - MoodyRating - SPRating - BondMaturityYear - InterestRate - RegistrationTaxType - MaturityPeriod - NewHousehold - BillPayoutDashboardPayment - OptionLevel - MarginAgreement - PrimeBrokerage - InformHistoricalDocument - SleeveStrategyAggregate - MorningstarSector - BillEntity - SleeveStrategy - MorningstarGeography - GenericProspect - BillEntityType - AdditionalRep - BillPayoutReport - ProductSubHolding - DownloadSource - ModelVsActual - ProductVintageYear - EclipsePortfolio - Country - Currency - SecurityClassification1 - SecurityClassification2 - SecurityClassification3 - SecurityClassification4 - SecurityClassification5 - SecurityClassification6 - SecurityClassification7 - SecurityClassification8 - SecurityClassification9 - SecurityClassification10 - SecurityClassification11 - SecurityClassification12 - SecurityClassification13 - SecurityClassification14 - SecurityClassification15 - SecurityClassification16 - SecurityClassification17 - SecurityClassification18 - SecurityClassification19 - SecurityClassification20 - SecurityClassification21 - SecurityClassification22 - SecurityClassification23 - SecurityClassification24 - SecurityClassification25 - DownloadRecord - CustomGrouping - Cotenant - AllocatedUnrealizedCostBasis - AllocatedRealizedCostBasis entityId: type: integer format: int32 userName: type: string password: type: string verifyBirthDate: type: string format: date-time verifyLastFourSSN: type: string xml: name: NewUserDto type: object OAS.WebApi.DTO.Authorization.UserVerboseDto: properties: id: type: integer format: int32 portfolio: $ref: '#/components/schemas/OAS.WebApi.DTO.Authorization.UserPortfolioDto' personal: $ref: '#/components/schemas/OAS.WebApi.DTO.Authorization.UserPersonalDto' xml: name: UserVerboseDto type: object OAS.WebApi.DTO.Authorization.UserPersonalDto: properties: firstName: type: string lastName: type: string entityName: type: string homePhone: $ref: '#/components/schemas/OAS.WebApi.DTO.Authorization.FullPhoneNumberDto' businessPhone: $ref: '#/components/schemas/OAS.WebApi.DTO.Authorization.FullPhoneNumberDto' mobilePhone: $ref: '#/components/schemas/OAS.WebApi.DTO.Authorization.VerifiablePhoneNumberDto' otherPhone: $ref: '#/components/schemas/OAS.WebApi.DTO.Authorization.FullPhoneNumberDto' email: type: string xml: name: UserPersonalDto type: object OAS.WebApi.DTO.Security.DatabaseDto: properties: id: type: integer format: int32 clientName: type: string guid: example: 00000000-0000-0000-0000-000000000000 type: string format: uuid selected: type: boolean serviceTeamId: type: integer format: int32 masterGroup: type: string lockDown: type: string enum: - None - Billing advisorNumber: type: integer format: int32 firmType: type: string enum: - None - Foundations - Essentials - Advantage - OrionTradingOnly - OrionRiskOnly - OrionComplianceOnly - OrionPlanningOnly - OasLegacy xml: name: DatabaseDto type: object OAS.WebApi.DTO.Authorization.VerifiablePhoneNumberDto: properties: isVerified: type: boolean number: type: string xml: name: VerifiablePhoneNumberDto type: object OAS.WebApi.DTO.Authorization.UserPortfolioDto: properties: loginUserId: type: string lastPasswordChange: type: string format: date-time createdBy: type: string createdDate: type: string format: date-time editedBy: type: string editedDate: type: string format: date-time twoFactor: type: boolean xml: name: UserPortfolioDto type: object securitySchemes: Authorization: type: apiKey description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"' name: Authorization in: header