openapi: 3.2.0 info: version: V1 title: Orion Connect Compliance/Audit Requests API x-swagger-net-version: 8.4.12.001 servers: - url: https://api.orionadvisor.com/api tags: - name: Compliance/AuditRequests paths: /v1/Compliance/AuditRequests: post: tags: - Compliance/AuditRequests summary: Create a new Audit Request operationId: AuditRequests_PostV1ComplianceAuditRequests parameters: - name: ct in: header description: CancellationToken required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestDto' description: Object to be created required: true /v1/Compliance/AuditRequests/{auditRequestId}/DownloadZipAttachments: get: tags: - Compliance/AuditRequests summary: Download a single attachment operationId: AuditRequests_GetAllAttachmentsZip parameters: - name: auditRequestId in: path description: Audit Request ID required: true schema: type: integer format: int32 - name: ct in: header description: Cancellation Token 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/Compliance/AuditRequests/{key}: get: tags: - Compliance/AuditRequests summary: Get a audit request for a given key operationId: AuditRequests_GetEntityByKey parameters: - 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.Compliance.AuditRequestDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestDto' security: - Authorization: [] put: tags: - Compliance/AuditRequests summary: update a audit request record for the key given operationId: AuditRequests_UpdateEntityAsync parameters: - name: key in: path description: Key of the desired return object. required: true schema: type: integer format: int32 - name: ct in: header description: cancellation token required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestDto' description: Object to be updated required: true delete: tags: - Compliance/AuditRequests summary: Delete an Audit request item and all attached records for a given key operationId: AuditRequests_ActionDelete parameters: - 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: 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: [] /v1/Compliance/AuditRequests/{key}/DataQuery: post: tags: - Compliance/AuditRequests summary: Create a .csv attachment based on a data query operationId: AuditRequests_GenerateDataQueryAsync parameters: - name: key in: path description: Audit Request item Query is being attached to required: true schema: type: integer format: int32 - 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: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Custom.CustomReportFullDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Custom.CustomReportFullDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Custom.CustomReportFullDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Custom.CustomReportFullDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Custom.CustomReportFullDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Custom.CustomReportFullDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Custom.CustomReportFullDto' description: The custom report with paramaters to run. required: true /v1/Compliance/AuditRequests/{key}/Items: get: tags: - Compliance/AuditRequests summary: Get a list of audit request items for a given audit request key operationId: AuditRequests_GetList parameters: - 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: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestItemDto' xml: name: AuditRequestItemDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestItemDto' xml: name: AuditRequestItemDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestItemDto' xml: name: AuditRequestItemDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestItemDto' xml: name: AuditRequestItemDto wrapped: true type: array security: - Authorization: [] /v1/Compliance/AuditRequests/DefaultCategories: get: tags: - Compliance/AuditRequests summary: Get a list of audit request default item operationId: AuditRequests_GetCategories responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditDefaultRequestCategoryDto' xml: name: AuditDefaultRequestCategoryDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditDefaultRequestCategoryDto' xml: name: AuditDefaultRequestCategoryDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditDefaultRequestCategoryDto' xml: name: AuditDefaultRequestCategoryDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditDefaultRequestCategoryDto' xml: name: AuditDefaultRequestCategoryDto wrapped: true type: array security: - Authorization: [] put: tags: - Compliance/AuditRequests summary: Update list of default request items operationId: AuditRequests_UpdateDefaults responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditDefaultRequestCategoryDto' xml: name: AuditDefaultRequestCategoryDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditDefaultRequestCategoryDto' xml: name: AuditDefaultRequestCategoryDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditDefaultRequestCategoryDto' xml: name: AuditDefaultRequestCategoryDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditDefaultRequestCategoryDto' xml: name: AuditDefaultRequestCategoryDto wrapped: true type: array security: - Authorization: [] requestBody: content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditDefaultRequestCategoryDto' xml: name: AuditDefaultRequestCategoryDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditDefaultRequestCategoryDto' xml: name: AuditDefaultRequestCategoryDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditDefaultRequestCategoryDto' xml: name: AuditDefaultRequestCategoryDto wrapped: true type: array application/x-www-form-urlencoded: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditDefaultRequestCategoryDto' xml: name: AuditDefaultRequestCategoryDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditDefaultRequestCategoryDto' xml: name: AuditDefaultRequestCategoryDto wrapped: true type: array description: List of AuditDefaultRequestCategoryDto required: true /v1/Compliance/AuditRequests/DefaultItem: get: tags: - Compliance/AuditRequests summary: Get a list of audit request default item operationId: AuditRequests_GetDefaultItem parameters: - name: entity in: query description: Entity required: true schema: 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 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditDefaultRequestCategoryDto' xml: name: AuditDefaultRequestCategoryDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditDefaultRequestCategoryDto' xml: name: AuditDefaultRequestCategoryDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditDefaultRequestCategoryDto' xml: name: AuditDefaultRequestCategoryDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditDefaultRequestCategoryDto' xml: name: AuditDefaultRequestCategoryDto wrapped: true type: array security: - Authorization: [] post: tags: - Compliance/AuditRequests summary: Create a new audit request default item operationId: AuditRequests_CreateEntity responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditDefaultRequestItemDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditDefaultRequestItemDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditDefaultRequestItemDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditDefaultRequestItemDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditDefaultRequestItemDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditDefaultRequestItemDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditDefaultRequestItemDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditDefaultRequestItemDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditDefaultRequestItemDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditDefaultRequestItemDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditDefaultRequestItemDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditDefaultRequestItemDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditDefaultRequestItemDto' description: Object to be created. required: true /v1/Compliance/AuditRequests/DefaultItem/Test: get: tags: - Compliance/AuditRequests summary: Get a list of audit request default item operationId: AuditRequests_GetDefaultTestItem parameters: - name: entity in: query description: Entity required: true schema: 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 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditDefaultRequestItemDto' xml: name: AuditDefaultRequestItemDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditDefaultRequestItemDto' xml: name: AuditDefaultRequestItemDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditDefaultRequestItemDto' xml: name: AuditDefaultRequestItemDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditDefaultRequestItemDto' xml: name: AuditDefaultRequestItemDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditDefaultRequestItemDto' xml: name: AuditDefaultRequestItemDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditDefaultRequestItemDto' xml: name: AuditDefaultRequestItemDto wrapped: true type: array security: - Authorization: [] /v1/Compliance/AuditRequests/DownloadRequestLetter/{key}: get: tags: - Compliance/AuditRequests summary: Download the file loaded as the request letter operationId: AuditRequests_GetRequestLetter parameters: - 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: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] /v1/Compliance/AuditRequests/Item/{id}/DeleteAttachments: delete: tags: - Compliance/AuditRequests summary: Delete a single attachment operationId: AuditRequests_DeleteItemAttachment parameters: - name: id in: path description: Audit Request Item Id required: true schema: type: integer format: int32 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: [] /v1/Compliance/AuditRequests/Items: put: tags: - Compliance/AuditRequests summary: Takes a list of items and adds/updates as needed operationId: AuditRequests_UpdateItemListAsync parameters: - name: ct in: header description: Cancellation Token required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestItemDto' xml: name: AuditRequestItemDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestItemDto' xml: name: AuditRequestItemDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestItemDto' xml: name: AuditRequestItemDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestItemDto' xml: name: AuditRequestItemDto wrapped: true type: array security: - Authorization: [] requestBody: content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestItemDto' xml: name: AuditRequestItemDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestItemDto' xml: name: AuditRequestItemDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestItemDto' xml: name: AuditRequestItemDto wrapped: true type: array application/x-www-form-urlencoded: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestItemDto' xml: name: AuditRequestItemDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestItemDto' xml: name: AuditRequestItemDto wrapped: true type: array description: Object to be created required: true post: tags: - Compliance/AuditRequests summary: Create a new audit request item, will execute stored procedures as defined on… operationId: AuditRequests_PostV1ComplianceAuditRequestsItems parameters: - name: ct in: header description: Cancellation Token required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestItemDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestItemDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestItemDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestItemDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestItemDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestItemDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestItemDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestItemDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestItemDto' description: Object to be created required: true /v1/Compliance/AuditRequests/Items/{auditRequestItemId}/UploadAttachment: post: tags: - Compliance/AuditRequests summary: Create a new audit reqeuest item attachment operationId: AuditRequests_CreateEntityAsync parameters: - name: auditRequestItemId in: path description: Key of the Request Audit item required: true schema: type: integer format: int32 - name: ct in: header description: Object to be created required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestItemAttachmentDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestItemAttachmentDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestItemAttachmentDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestItemAttachmentDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestItemAttachmentDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestItemAttachmentDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestItemAttachmentDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestItemAttachmentDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestItemAttachmentDto' description: Object to be created required: true /v1/Compliance/AuditRequests/Items/{id}/DownloadZipAttachments: get: tags: - Compliance/AuditRequests summary: Download a single attachment operationId: AuditRequests_GetItemAttachmentsZip parameters: - name: id in: path description: Audit Request Item ID required: true schema: type: integer format: int32 - name: ct in: header description: Cancellation Token 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/Compliance/AuditRequests/Items/{key}: get: tags: - Compliance/AuditRequests summary: Get an audit request items for a given audit request key operationId: AuditRequests_GetAuditItemEntityByKey parameters: - 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.Compliance.AuditRequestItemDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestItemDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestItemDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestItemDto' security: - Authorization: [] put: tags: - Compliance/AuditRequests summary: update an audit request item operationId: AuditRequests_UpdateItemEntity parameters: - 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.Compliance.AuditRequestItemDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestItemDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestItemDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestItemDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestItemDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestItemDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestItemDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestItemDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestItemDto' description: Object to be updated required: true /v1/Compliance/AuditRequests/Items/DownloadAttachment/{key}: get: tags: - Compliance/AuditRequests summary: Download a single attachment operationId: AuditRequests_GetAttachment parameters: - name: key in: path description: Key for the Blob Item Record required: true schema: type: integer format: int32 - name: cancellationToken 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/Compliance/AuditRequests/Summary: post: tags: - Compliance/AuditRequests summary: Gets a list of audit requests that the logged in user has access to operationId: AuditRequests_GetAsync parameters: - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestDto' xml: name: AuditRequestDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestDto' xml: name: AuditRequestDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestDto' xml: name: AuditRequestDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestDto' xml: name: AuditRequestDto wrapped: true type: array security: - Authorization: [] requestBody: content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.ComplianceFilterDto' xml: name: ComplianceFilterDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.ComplianceFilterDto' xml: name: ComplianceFilterDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.ComplianceFilterDto' xml: name: ComplianceFilterDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.ComplianceFilterDto' xml: name: ComplianceFilterDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.ComplianceFilterDto' xml: name: ComplianceFilterDto wrapped: true type: array application/x-www-form-urlencoded: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.ComplianceFilterDto' xml: name: ComplianceFilterDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.ComplianceFilterDto' xml: name: ComplianceFilterDto wrapped: true type: array required: true components: schemas: MultipartDataMediaFormatter.Infrastructure.HttpFile: properties: fileName: type: string mediaType: type: string data: $ref: '#/components/schemas/System.Net.Http.StreamContent' xml: name: HttpFile type: object System.Collections.Generic.KeyValuePairOfSystem.StringAndSystem.Collections.Generic.IEnumerableOfSystem.String: properties: key: readOnly: true type: string value: items: type: string readOnly: true type: array xml: name: KeyValuePair`2 type: object OAS.WebApi.DTO.Compliance.AuditDefaultRequestCategoryDto: properties: id: type: integer format: int32 description: type: string displaySequence: type: integer format: int32 items: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditDefaultRequestItemDto' xml: name: AuditDefaultRequestItemDto wrapped: true type: array alClient: type: integer format: int32 dbName: type: string xml: name: AuditDefaultRequestCategoryDto type: object OAS.WebApi.DTO.Reporting.Custom.CustomReportPromptDto: properties: id: type: integer format: int32 code: type: string prompt: type: string promptDescription: type: string promptType: type: string enum: - None - Text - Numeric - Date - Dynamic Group defaultValue: type: string isPromptUser: type: boolean sortOrder: type: integer format: int32 xml: name: CustomReportPromptDto type: object OAS.WebApi.DTO.Compliance.ComplianceFilterDto: properties: label: type: string 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 selected: items: type: object type: array selectedIds: items: type: integer format: int32 type: array hideSection: type: boolean exclude: type: boolean xml: name: ComplianceFilterDto type: object OAS.WebApi.DTO.Reporting.Custom.CustomReportFullDto: properties: runTo: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.RunReport.RunToDto' databaseIdList: items: type: integer format: int32 type: array prompts: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Custom.CustomReportPromptDto' xml: name: CustomReportPromptDto wrapped: true type: array importTypeId: type: integer format: int32 id: type: integer format: int32 scheduleIsActive: type: boolean 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 activeScheduleCount: type: integer format: int32 isCustom: type: boolean isFavorite: type: boolean scheduleId: type: integer format: int32 isLandscape: type: boolean reportClass: type: string isInternal: type: boolean guid: example: 00000000-0000-0000-0000-000000000000 type: string format: uuid promptClass: type: string reportType: type: string enum: - Query - CustomImport - Scrub userOwnerId: type: integer format: int32 queryType: readOnly: true type: string enum: - None - Custom - Excel - All title: readOnly: true type: string isNoteEnabled: type: boolean isReadOnly: type: boolean isQuerySmith: type: boolean category: type: string name: type: string description: type: string xml: name: CustomReportFullDto type: object OAS.WebApi.DTO.Compliance.AuditRequestItemDto: properties: id: type: integer format: int32 auditRequestId: type: integer format: int32 category: type: string type: type: string description: type: string customRptId: type: integer format: int32 auditedDate: type: string format: date-time auditedByDisplay: type: string attachments: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestItemAttachmentDto' xml: name: AuditRequestItemAttachmentDto wrapped: true type: array xml: name: AuditRequestItemDto type: object OAS.WebApi.DTO.Reporting.RunReport.RunToDto: properties: reportFormat: type: string enum: - Xml - 'Null' - Csv - Image - PDF - Html - Html40 - Html32 - Mhtml - Excel - ExcelX - HtmlOwc - Json - CustomImport storageType: type: string provider: type: string folderPath: type: string combinationMethod: type: string enum: - None - Aggregate - Zip - Merge - MergeSimplex - MergeDuplex - TarGzip userIdList: items: type: integer format: int32 type: array archiveReport: type: boolean uploadTargetId: type: integer format: int32 source: type: string enum: - OnDemandUI - OnDemandAPI - QueryTester - Scheduled - AuditRequestOnDemand - AuditTestOnDemand - AuditTestSchedule - SubscriptionNotification - ReportBatchSyncDynamicGroupEntities - ReconCompleteNotification - DashboardDataAuditProcess - DashboardDataAuditProcessCountOnly xml: name: RunToDto type: object OAS.WebApi.DTO.Compliance.AuditRequestItemAttachmentDto: properties: id: type: integer format: int32 fileName: type: string blobId_Attachment: type: integer format: int32 auditedDate: type: string format: date-time auditedByDisplay: type: string file: $ref: '#/components/schemas/MultipartDataMediaFormatter.Infrastructure.HttpFile' xml: name: AuditRequestItemAttachmentDto type: object OAS.WebApi.DTO.Compliance.AuditDefaultRequestItemDto: properties: id: type: integer format: int32 categoryId: type: integer format: int32 categoryName: type: string type: type: string description: type: string alClientId: type: integer format: int32 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 customRptId: type: integer format: int32 displaySequence: type: integer format: int32 dbName: type: string xml: name: AuditDefaultRequestItemDto type: object OAS.WebApi.DTO.Compliance.AuditRequestDto: properties: id: type: integer format: int32 blobId_RequestLetter: type: integer format: int32 name: type: string completedDate: type: string format: date-time dueDate: type: string format: date-time 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 auditedDate: type: string format: date-time auditedByDisplay: type: string items: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AuditRequestItemDto' xml: name: AuditRequestItemDto wrapped: true type: array file: $ref: '#/components/schemas/MultipartDataMediaFormatter.Infrastructure.HttpFile' clientName: type: string alClientId: type: integer format: int32 xml: name: AuditRequestDto type: object System.Net.Http.StreamContent: properties: headers: items: $ref: '#/components/schemas/System.Collections.Generic.KeyValuePairOfSystem.StringAndSystem.Collections.Generic.IEnumerableOfSystem.String' readOnly: true xml: name: KeyValuePair`2 wrapped: true type: array xml: name: StreamContent type: object securitySchemes: Authorization: type: apiKey description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"' name: Authorization in: header