openapi: 3.2.0 info: version: V1 title: Orion Connect Compliance/Disclose API x-swagger-net-version: 8.4.12.001 servers: - url: https://api.orionadvisor.com/api tags: - name: Compliance/Disclose paths: /v1/Compliance/Disclose/{type}/{asOfDate}: post: tags: - Compliance/Disclose summary: Populate ADV/AUM Tiles by type on Disclose Dashboard description: 'POST /Compliance/Disclose/ByClientCategory/8-8-2023 [{ "label": "RIA", "selected": ["test"], "entity": 17, "searchText": null, "hideSection": false, "exclude": false }]' operationId: Disclose_GetAdvAumByTypeAsync parameters: - name: type in: path required: true schema: type: string enum: - None - Domestic - Discretionary - Custodian - ByAssetCategory - ByClientCategory - WrapManaged - AdvAum - Filing13F - FormReport13F - AuaAum - AuaProducts - AdvSloa - AdvCustody - AuaCustodian - name: asOfDate in: path description: Used to filter data by a specific date required: true schema: type: string format: date-time - name: isSubClient in: query required: false schema: type: boolean default: false - name: restrictDatabaseSelectionWhenImpersonating in: query required: false schema: type: boolean default: true - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DisclosDashboardEntityDto' xml: name: DisclosDashboardEntityDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DisclosDashboardEntityDto' xml: name: DisclosDashboardEntityDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DisclosDashboardEntityDto' xml: name: DisclosDashboardEntityDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DisclosDashboardEntityDto' xml: name: DisclosDashboardEntityDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DisclosDashboardEntityDto' xml: name: DisclosDashboardEntityDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DisclosDashboardEntityDto' xml: name: DisclosDashboardEntityDto 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 description: Various additional filters with toggles for exclude/include required: true /v1/Compliance/Disclose/{type}/{asOfDate}/Detail: post: tags: - Compliance/Disclose summary: Detail Result by Type description: 'POST /Compliance/Disclose/ByCustodian/8-8-2023/Detail [{ "label": "RIA", "selected": ["test"], "entity": 17, "searchText": null, "hideSection": false, "exclude": false }]' operationId: Disclose_GetDetailAsync parameters: - name: type in: path description: DiscloseAdvTypeEnum required: true schema: type: string enum: - None - Domestic - Discretionary - Custodian - ByAssetCategory - ByClientCategory - WrapManaged - AdvAum - Filing13F - FormReport13F - AuaAum - AuaProducts - AdvSloa - AdvCustody - AuaCustodian - name: asOfDate in: path description: Used to filter data by a specific date required: true schema: type: string - name: isSubClient in: query required: false schema: type: boolean default: false - name: ct in: header required: false 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: 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 description: Various additional filters with toggles for exclude/include required: true /v1/Compliance/Disclose/{type}/{asOfDate}/Detail/{cacheKey}: get: tags: - Compliance/Disclose summary: Retrieve the previously generated slick grid result description: GET /Compliance/Disclose/ByClientCategory/8-8-2023/Detail/{cacheKey:guid} operationId: Disclose_GetV1ComplianceDiscloseByTypeByAsOfDateDetailByCacheKey parameters: - name: type in: path description: DiscloseAdvTypeEnum required: true schema: type: string enum: - None - Domestic - Discretionary - Custodian - ByAssetCategory - ByClientCategory - WrapManaged - AdvAum - Filing13F - FormReport13F - AuaAum - AuaProducts - AdvSloa - AdvCustody - AuaCustodian - name: asOfDate in: path description: Used to filter data by a specific date required: true schema: type: string - name: cacheKey in: path 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: [] /v1/Compliance/Disclose/13f/FormReportSummary/{asOfDate}: post: tags: - Compliance/Disclose summary: Gets the 13f summary report asynchronous description: 'POST /Compliance/Disclose/13f/FormReportSummary/8-8-2023 [{ "label": "RIA", "selected": ["test"], "entity": 17, "searchText": null, "hideSection": false, "exclude": false }]' operationId: Disclose_Get13FSummaryReportTileAsync parameters: - name: asOfDate in: path description: Used to filter data by a specific date required: true schema: type: string format: date-time - name: isSubClient in: query required: false schema: type: boolean default: false - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.Disclose13FSummaryReportDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.Disclose13FSummaryReportDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.Disclose13FSummaryReportDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.Disclose13FSummaryReportDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.Disclose13FSummaryReportDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.Disclose13FSummaryReportDto' 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 description: Various additional filters with toggles for exclude/include required: true /v1/Compliance/Disclose/13f/InformationSummary/{asOfDate}: post: tags: - Compliance/Disclose summary: Populate the 13F Filing Requirements Tile description: 'POST /Compliance/Disclose/13f/InformationSummary/8-8-2023 [{ "label": "RIA", "selected": ["test"], "entity": 17, "searchText": null, "hideSection": false, "exclude": false }]' operationId: Disclose_GetAsync parameters: - name: asOfDate in: path description: Used to filter data by a specific date required: true schema: type: string format: date-time - name: isSubClient in: query required: false schema: type: boolean default: false - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.Disclose13FDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.Disclose13FDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.Disclose13FDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.Disclose13FDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.Disclose13FDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.Disclose13FDto' 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 description: Various additional filters with toggles for exclude/include required: true /v1/Compliance/Disclose/AdvCategories/AssetCategories: get: tags: - Compliance/Disclose operationId: Disclose_GetAdvAssetCategories responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AdvAssetCategoryDto' xml: name: AdvAssetCategoryDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AdvAssetCategoryDto' xml: name: AdvAssetCategoryDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AdvAssetCategoryDto' xml: name: AdvAssetCategoryDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AdvAssetCategoryDto' xml: name: AdvAssetCategoryDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AdvAssetCategoryDto' xml: name: AdvAssetCategoryDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AdvAssetCategoryDto' xml: name: AdvAssetCategoryDto wrapped: true type: array security: - Authorization: [] summary: Disclose get adv asset categories x-summary-source: derived /v1/Compliance/Disclose/AdvCategories/ClientCategories: get: tags: - Compliance/Disclose operationId: Disclose_GetAdvClientCategories responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AdvClientCategoryDto' xml: name: AdvClientCategoryDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AdvClientCategoryDto' xml: name: AdvClientCategoryDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AdvClientCategoryDto' xml: name: AdvClientCategoryDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AdvClientCategoryDto' xml: name: AdvClientCategoryDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AdvClientCategoryDto' xml: name: AdvClientCategoryDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.AdvClientCategoryDto' xml: name: AdvClientCategoryDto wrapped: true type: array security: - Authorization: [] summary: Disclose get adv client categories x-summary-source: derived /v1/Compliance/Disclose/AdvCategories/ResetAdvAssetCategories: put: tags: - Compliance/Disclose operationId: Disclose_UpdateAdvAssetCategoriesAsync parameters: - name: cancellationToken in: header required: true responses: '204': description: No Content security: - Authorization: [] summary: Disclose update adv asset categories async x-summary-source: derived /v1/Compliance/Disclose/ADVConsolidated/Detail/{asOfDate}: post: tags: - Compliance/Disclose summary: Populate ADV Consolidated Tile on Disclose Dashboard description: 'POST /Compliance/Disclose/ADVConsolidated/Detail/8-8-2023?resetCache=true [{ "label": "RIA", "selected": ["test"], "entity": 17, "searchText": null, "hideSection": false, "exclude": false }]' operationId: Disclose_GetADVConsolidatedAsync parameters: - name: asOfDate in: path description: Used to filter data by a specific date required: true schema: type: string format: date-time - name: resetCache in: query description: Bool to determine if to reset ADV Cache required: true schema: type: boolean - name: isSubClient in: query required: false schema: type: boolean default: false - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataProcess.DTO.Compliance.ADVConsolidatedDetailDto' xml: name: ADVConsolidatedDetailDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataProcess.DTO.Compliance.ADVConsolidatedDetailDto' xml: name: ADVConsolidatedDetailDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataProcess.DTO.Compliance.ADVConsolidatedDetailDto' xml: name: ADVConsolidatedDetailDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.DataProcess.DTO.Compliance.ADVConsolidatedDetailDto' xml: name: ADVConsolidatedDetailDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.DataProcess.DTO.Compliance.ADVConsolidatedDetailDto' xml: name: ADVConsolidatedDetailDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataProcess.DTO.Compliance.ADVConsolidatedDetailDto' xml: name: ADVConsolidatedDetailDto 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 description: Various additional filters with toggles for exclude/include required: true /v1/Compliance/Disclose/AdvCustody/{asOfDate}: post: tags: - Compliance/Disclose summary: Gets Adv Custody Tile data description: 'POST /Compliance/Disclose/AdvCustody/8-8-2023 [{ "label": "RIA", "selected": ["test"], "entity": 17, "searchText": null, "hideSection": false, "exclude": false }]' operationId: Disclose_GetAdvCustodyAsync parameters: - name: asOfDate in: path description: Used to filter data by a specific date required: true schema: type: string format: date-time - name: isSubClient in: query required: false schema: type: boolean default: false - name: restrictDatabaseSelectionWhenImpersonating in: query required: false schema: type: boolean default: true - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DiscloseAdvCustodyDto' xml: name: DiscloseAdvCustodyDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DiscloseAdvCustodyDto' xml: name: DiscloseAdvCustodyDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DiscloseAdvCustodyDto' xml: name: DiscloseAdvCustodyDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DiscloseAdvCustodyDto' xml: name: DiscloseAdvCustodyDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DiscloseAdvCustodyDto' xml: name: DiscloseAdvCustodyDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DiscloseAdvCustodyDto' xml: name: DiscloseAdvCustodyDto 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 description: Various additional filters with toggles for exclude/include required: true /v1/Compliance/Disclose/AdvCustodyTypes: get: tags: - Compliance/Disclose summary: Gets Custody Types for Adv description: GET /Compliance/Disclose/AdvCustodyTypes operationId: Disclose_GetAdvCustodyTypesAsync parameters: - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array security: - Authorization: [] /v1/Compliance/Disclose/AdvSloa/{asOfDate}: post: tags: - Compliance/Disclose summary: Gets Adv Sloa Tile data description: 'POST /Compliance/Disclose/AdvSloa/8-8-2023 [{ "label": "RIA", "selected": ["test"], "entity": 17, "searchText": null, "hideSection": false, "exclude": false }]' operationId: Disclose_GetAdvSloaAsync parameters: - name: asOfDate in: path description: Used to filter data by a specific date required: true schema: type: string format: date-time - name: isSubClient in: query required: false schema: type: boolean default: false - name: restrictDatabaseSelectionWhenImpersonating in: query required: false schema: type: boolean default: true - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DiscloseAdvSloaDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DiscloseAdvSloaDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DiscloseAdvSloaDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DiscloseAdvSloaDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DiscloseAdvSloaDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DiscloseAdvSloaDto' 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 description: Various additional filters with toggles for exclude/include required: true /v1/Compliance/Disclose/AUA/{asOfDate}: post: tags: - Compliance/Disclose summary: Populate ADV AUM Tile on Disclose Dashboard description: 'POST /Compliance/Disclose/AUA/8-8-2023 [{ "label": "RIA", "selected": ["test"], "entity": 17, "searchText": null, "hideSection": false, "exclude": false }]' operationId: Disclose_GetAuaAsync parameters: - name: asOfDate in: path description: Used to filter data by a specific date required: true schema: type: string format: date-time - name: isSubClient in: query required: false schema: type: boolean default: false - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DiscloseAuaAumDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DiscloseAuaAumDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DiscloseAuaAumDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DiscloseAuaAumDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DiscloseAuaAumDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DiscloseAuaAumDto' 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 description: Various additional filters with toggles for exclude/include required: true /v1/Compliance/Disclose/AUAProducts/{asOfDate}: post: tags: - Compliance/Disclose summary: Populate AUA Products Tile on Disclose Dashboard description: 'POST /Compliance/Disclose/AUAProducts/8-8-2023 [{ "label": "RIA", "selected": ["test"], "entity": 17, "searchText": null, "hideSection": false, "exclude": false }]' operationId: Disclose_GetAuaProductsAsync parameters: - name: asOfDate in: path description: Used to filter data by a specific date required: true schema: type: string format: date-time - name: isSubClient in: query required: false schema: type: boolean default: false - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DiscloseAuaProductDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DiscloseAuaProductDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DiscloseAuaProductDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DiscloseAuaProductDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DiscloseAuaProductDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DiscloseAuaProductDto' 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 description: Various additional filters with toggles for exclude/include required: true /v1/Compliance/Disclose/AUM/{asOfDate}: post: tags: - Compliance/Disclose summary: Populate ADV AUM Tile on Disclose Dashboard description: 'POST /Compliance/Disclose/AUM/8-8-2023 [{ "label": "RIA", "selected": ["test"], "entity": 17, "searchText": null, "hideSection": false, "exclude": false }]' operationId: Disclose_GetAumAsync parameters: - name: asOfDate in: path description: Used to filter data by a specific date required: true schema: type: string format: date-time - name: isSubClient in: query required: false schema: type: boolean default: false - name: restrictDatabaseSelectionWhenImpersonating in: query required: false schema: type: boolean default: true - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DiscloseAdvAumDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DiscloseAdvAumDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DiscloseAdvAumDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DiscloseAdvAumDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DiscloseAdvAumDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DiscloseAdvAumDto' 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 description: Various additional filters with toggles for exclude/include required: true /v1/Compliance/Disclose/Detail/{type}: put: tags: - Compliance/Disclose summary: Update Account Status description: 'PUT /Compliance/Disclose/Detail/AuaAum { "AlClientId": 493, "Ids": [1, 2], "Field": "Test", "Value": "Value Test", "AsOfDate": "8-8-2023" }' operationId: Disclose_MassUpdateValuesAsync parameters: - name: type in: path required: true schema: type: string enum: - None - Domestic - Discretionary - Custodian - ByAssetCategory - ByClientCategory - WrapManaged - AdvAum - Filing13F - FormReport13F - AuaAum - AuaProducts - AdvSloa - AdvCustody - AuaCustodian - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: items: type: integer format: int32 type: array application/json: schema: items: type: integer format: int32 type: array text/json: schema: items: type: integer format: int32 type: array application/xml: schema: items: type: integer format: int32 type: array text/xml: schema: items: type: integer format: int32 type: array multipart/form-data: schema: items: type: integer format: int32 type: array security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Compliance.DiscloseController.AdvDetailUpdateDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Compliance.DiscloseController.AdvDetailUpdateDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Compliance.DiscloseController.AdvDetailUpdateDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Compliance.DiscloseController.AdvDetailUpdateDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Compliance.DiscloseController.AdvDetailUpdateDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Compliance.DiscloseController.AdvDetailUpdateDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Compliance.DiscloseController.AdvDetailUpdateDto' required: true /v1/Compliance/Disclose/Discretionary/{asOfDate}: post: tags: - Compliance/Disclose summary: Populate ADV Discretionary Tile on Disclose Dashboard description: 'POST /Compliance/Disclose/Discretionary/8-8-2023 [{ "label": "RIA", "selected": ["test"], "entity": 17, "searchText": null, "hideSection": false, "exclude": false }]' operationId: Disclose_GetAdvDiscretionaryAsync parameters: - name: asOfDate in: path description: Used to filter data by a specific date required: true schema: type: string format: date-time - name: isSubClient in: query required: false schema: type: boolean default: false - name: restrictDatabaseSelectionWhenImpersonating in: query required: false schema: type: boolean default: true - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DisclosDashboardEntityDto' xml: name: DisclosDashboardEntityDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DisclosDashboardEntityDto' xml: name: DisclosDashboardEntityDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DisclosDashboardEntityDto' xml: name: DisclosDashboardEntityDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DisclosDashboardEntityDto' xml: name: DisclosDashboardEntityDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DisclosDashboardEntityDto' xml: name: DisclosDashboardEntityDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DisclosDashboardEntityDto' xml: name: DisclosDashboardEntityDto 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 description: Various additional filters with toggles for exclude/include required: true /v1/Compliance/Disclose/Domestic/{asOfDate}: post: tags: - Compliance/Disclose summary: Populate ADV Domestic vs Foreign Tile on Disclose Dashboard description: 'POST /Compliance/Disclose/Domestic/8-8-2023 [{ "label": "RIA", "selected": ["test"], "entity": 17, "searchText": null, "hideSection": false, "exclude": false }]' operationId: Disclose_GetAdvDomesticAsync parameters: - name: asOfDate in: path description: Used to filter data by a specific date required: true schema: type: string format: date-time - name: isSubClient in: query required: false schema: type: boolean default: false - name: restrictDatabaseSelectionWhenImpersonating in: query required: false schema: type: boolean default: true - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DisclosDashboardEntityDto' xml: name: DisclosDashboardEntityDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DisclosDashboardEntityDto' xml: name: DisclosDashboardEntityDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DisclosDashboardEntityDto' xml: name: DisclosDashboardEntityDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DisclosDashboardEntityDto' xml: name: DisclosDashboardEntityDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DisclosDashboardEntityDto' xml: name: DisclosDashboardEntityDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DisclosDashboardEntityDto' xml: name: DisclosDashboardEntityDto 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 description: Various additional filters with toggles for exclude/include required: true /v1/Compliance/Disclose/FormReport13F/{asOfDate}/XML: post: tags: - Compliance/Disclose summary: 13F Reporting XML Output description: POST /Compliance/Disclose/FormReport13F/8-8-2023/XML operationId: Disclose_Get13fXml parameters: - name: asOfDate in: path description: Used to filter data by a specific date required: true schema: type: string - name: isSubClient in: query required: false schema: type: boolean default: false 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: 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 description: Various additional filters with toggles for exclude/include required: true /v1/Compliance/Disclose/NeedEmployeeHouseholdsBanner: get: tags: - Compliance/Disclose summary: Checks if user has access to Employee Households description: GET /Compliance/Disclose/NeedEmployeeHouseholdsBanner operationId: Disclose_NeedEmployeeHouseholdsBanner responses: '200': description: OK content: text/plain: schema: type: boolean application/json: schema: type: boolean text/json: schema: type: boolean application/xml: schema: type: boolean text/xml: schema: type: boolean multipart/form-data: schema: type: boolean security: - Authorization: [] /v1/Compliance/Disclose/UserAdvFilters: post: tags: - Compliance/Disclose summary: Update Adv or Aua Filter Settings from Compliance description: 'POST /Compliance/Disclose/UserAdvFilters [{ "Entity": 16, "Exclude": false "HideSelection": false, "SearchText": null, "Selected": ["Aggressive"], "SelectedDatabases": [] }]' operationId: Disclose_SaveUserAdvFiltersAsync parameters: - name: ct in: header required: false 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: type: object application/json: schema: type: object text/json: schema: type: object application/xml: schema: type: object text/xml: schema: type: object application/x-www-form-urlencoded: schema: type: object multipart/form-data: schema: type: object required: true /v1/Compliance/Disclose/WrapManaged/{asOfDate}: post: tags: - Compliance/Disclose summary: Populate ADV Wrap Managed Tile on Disclose Dashboard description: 'POST /Compliance/Disclose/WrapManaged/8-8-2023 [{ "label": "RIA", "selected": ["test"], "entity": 17, "searchText": null, "hideSection": false, "exclude": false }]' operationId: Disclose_GetAdvWrapManagedAsync parameters: - name: asOfDate in: path description: Used to filter data by a specific date required: true schema: type: string format: date-time - name: isSubClient in: query required: false schema: type: boolean default: false - name: restrictDatabaseSelectionWhenImpersonating in: query required: false schema: type: boolean default: true - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DisclosDashboardEntityDto' xml: name: DisclosDashboardEntityDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DisclosDashboardEntityDto' xml: name: DisclosDashboardEntityDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DisclosDashboardEntityDto' xml: name: DisclosDashboardEntityDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DisclosDashboardEntityDto' xml: name: DisclosDashboardEntityDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DisclosDashboardEntityDto' xml: name: DisclosDashboardEntityDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.DisclosDashboardEntityDto' xml: name: DisclosDashboardEntityDto 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 description: Various additional filters with toggles for exclude/include required: true components: schemas: OAS.WebApi.DTO.Compliance.DiscloseAuaProductDto: properties: products: type: integer format: int32 assets: type: integer format: int32 xml: name: DiscloseAuaProductDto type: object OAS.WebApi.DTO.Compliance.Disclose13FDto: properties: equityValue: type: number format: double productListUpdate: type: string format: date-time xml: name: Disclose13FDto type: object OAS.WebApi.DTO.Compliance.Disclose13FSummaryReportDto: properties: tableMarketValue: type: number format: double tableEntryTotal: type: integer format: int32 xml: name: Disclose13FSummaryReportDto type: object OAS.WebApi.DTO.Compliance.AdvClientCategoryDto: properties: id: type: integer format: int32 description: type: string xml: name: AdvClientCategoryDto 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.Compliance.DiscloseAdvSloaDto: properties: aum: type: number format: double totalActiveSloas: type: integer format: int32 numberOfHouseholds: type: integer format: int32 numberOfAccounts: type: integer format: int32 xml: name: DiscloseAdvSloaDto type: object OAS.DataProcess.DTO.Compliance.ADVConsolidatedDetailDto: properties: databaseId: type: integer format: int32 database: type: string asOfDate: type: string format: date-time pkClient: type: integer format: int32 clientName: type: string pkRegistration: type: integer format: int32 registrationName: type: string pkAccount: type: integer format: int32 isActive: type: boolean isSleeveAccount: type: boolean sma: type: boolean fkRep: type: integer format: int32 representative: type: string fkPlatform: type: integer format: int32 managementStyle: type: string fkRia: type: integer format: int32 ria: type: string fkCustodian: type: integer format: int32 custodian: type: string fkClientCat: type: integer format: int32 clientCategory: type: string fkRegistrationType: type: integer format: int32 registrationType: type: string fkBrokerDealer: type: integer format: int32 brokerDealer: type: string fkSubAdvisor: type: integer format: int32 subAdvisor: type: string fkBusinessLine: type: integer format: int32 businessLine: type: string fkAdvCustodyType: type: integer format: int32 custodyTypeName: type: string fkModelAgg: type: integer format: int32 aggregationName: type: string discretionary: type: string accountStatus: type: string isAdvReportable: type: boolean isWrapManaged: type: boolean isWrapSponsored: type: boolean aum: type: number format: double smA_AUM: type: number format: double accruedInterest: type: number format: double advClientCategory: type: string generatedAt: type: string format: date-time xml: name: ADVConsolidatedDetailDto type: object OAS.WebApi.DTO.Compliance.AdvAssetCategoryDto: properties: id: type: integer format: int32 description: type: string xml: name: AdvAssetCategoryDto type: object OAS.WebApi.DTO.Compliance.DiscloseAdvAumDto: properties: aum: type: number format: double smaAum: type: number format: double accounts: type: integer format: int32 registrations: type: integer format: int32 clients: type: integer format: int32 xml: name: DiscloseAdvAumDto type: object OAS.WebApi.DTO.Compliance.DisclosDashboardEntityDto: properties: label: type: string aum: type: number format: double count: type: integer format: int32 percentage: type: number format: double xml: name: DisclosDashboardEntityDto type: object OAS.WebApi.DTO.Compliance.DiscloseAdvCustodyDto: properties: custodyTypeId: type: integer format: int32 label: type: string totalAccounts: type: integer format: int32 households: type: integer format: int32 custodyDollars: type: number format: double xml: name: DiscloseAdvCustodyDto type: object OAS.WebApi.DTO.Compliance.DiscloseAuaAumDto: properties: aum: type: number format: double accounts: type: integer format: int32 registrations: type: integer format: int32 clients: type: integer format: int32 xml: name: DiscloseAuaAumDto type: object OAS.WebApi.Domains.Compliance.DiscloseController.AdvDetailUpdateDto: properties: alClientId: type: integer format: int32 ids: items: type: integer format: int32 type: array field: type: string value: type: string asOfDate: type: string format: date-time xml: name: AdvDetailUpdateDto type: object OAS.DataModel.SimpleEntity: properties: id: type: integer format: int32 name: type: string xml: name: SimpleEntity type: object securitySchemes: Authorization: type: apiKey description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"' name: Authorization in: header