openapi: 3.2.0 info: version: V1 title: Orion Connect Confirm/Exclusion Sync API x-swagger-net-version: 8.4.12.001 servers: - url: https://api.orionadvisor.com/api tags: - name: Confirm/ExclusionSync paths: /v1/Confirm/ExclusionSync: get: tags: - Confirm/ExclusionSync summary: Returns a list of recon job statuses operationId: ExclusionSync_Get parameters: - name: startDate in: query description: 'Optional. Default: null. If provided returns only recon job statuses with a process start date greater than date provided.' required: false schema: type: string - name: endDate in: query description: 'Optional. Default: null. If provided returns only recon job statuses with a process start date less than date provided.' required: false schema: type: string - name: userTeamOnly in: query description: 'Optional. Default: false If provided, the return will be limited to just the admin''s service team.' required: false schema: type: boolean default: false - name: serviceTeamId in: query description: 'Optional. Default: null If provided, the return will be limited to the service team Id given.' required: false schema: type: integer format: int32 - name: serviceTeamUserManagerId in: query description: 'Optional. Default: null If provided, the return will be limited to the service teams assigned the the given Id.' required: false schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.Recon.ExclusionSyncDto' xml: name: ExclusionSyncDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.Recon.ExclusionSyncDto' xml: name: ExclusionSyncDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.Recon.ExclusionSyncDto' xml: name: ExclusionSyncDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.Recon.ExclusionSyncDto' xml: name: ExclusionSyncDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.Recon.ExclusionSyncDto' xml: name: ExclusionSyncDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.Recon.ExclusionSyncDto' xml: name: ExclusionSyncDto wrapped: true type: array security: - Authorization: [] /v1/Confirm/ExclusionSync/{key}: get: tags: - Confirm/ExclusionSync summary: Get ExclusionSyncDto Sync by key operationId: ExclusionSync_GetByKey parameters: - name: key in: path required: true schema: type: integer format: int64 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.Recon.ExclusionSyncDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.Recon.ExclusionSyncDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.Recon.ExclusionSyncDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.Recon.ExclusionSyncDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.Recon.ExclusionSyncDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.Recon.ExclusionSyncDto' security: - Authorization: [] /v1/Confirm/ExclusionSync/Action/SignOff: put: tags: - Confirm/ExclusionSync summary: Sign off ExclusionSync operationId: ExclusionSync_ExclusionSyncSignOffAsync responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.Recon.ExclusionSyncDto' xml: name: ExclusionSyncDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.Recon.ExclusionSyncDto' xml: name: ExclusionSyncDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.Recon.ExclusionSyncDto' xml: name: ExclusionSyncDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.Recon.ExclusionSyncDto' xml: name: ExclusionSyncDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.Recon.ExclusionSyncDto' xml: name: ExclusionSyncDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.Recon.ExclusionSyncDto' xml: name: ExclusionSyncDto wrapped: true type: array security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.Recon.SyncSignOffsDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.Recon.SyncSignOffsDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.Recon.SyncSignOffsDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.Recon.SyncSignOffsDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.Recon.SyncSignOffsDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.Recon.SyncSignOffsDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.Recon.SyncSignOffsDto' required: true components: schemas: OAS.WebApi.DTO.Confirm.Recon.ExclusionSyncDto: properties: statusIcon: readOnly: true type: string id: type: integer format: int64 ruleId: type: integer format: int32 downloadExcludeId: type: integer format: int32 syncSignOffId: type: integer format: int64 lastAlertDate: type: string format: date-time syncBeginDate: type: string format: date-time syncEndDate: type: string format: date-time exclusionCreatedDate: type: string format: date-time formatName: type: string serviceTeamName: type: string clientName: type: string analystLoginUserId: type: string managerLoginUserId: type: string syncSignOffDisplay: type: string syncSignOffNote: type: string managerSyncSignOffDisplay: type: string managerSignOffNote: type: string exclusionNote: type: string accountCode: type: string cusip: type: string exclusionCreatedBy: type: string exclusionEditedDate: type: string format: date-time exclusionEditedBy: type: string xml: name: ExclusionSyncDto type: object OAS.WebApi.DTO.Confirm.Recon.SyncSignOffsDto: properties: syncIds: items: type: integer format: int64 type: array syncType: type: string enum: - Daily - Weekly - Exclusion - Price managerSignOff: type: boolean syncNote: type: string priceNote: type: string xml: name: SyncSignOffsDto type: object securitySchemes: Authorization: type: apiKey description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"' name: Authorization in: header