openapi: 3.2.0 info: version: V1 title: Orion Connect Confirm/Groups API x-swagger-net-version: 8.4.12.001 servers: - url: https://api.orionadvisor.com/api tags: - name: Confirm/Groups paths: /v1/Confirm/Groups: get: tags: - Confirm/Groups operationId: ConfirmGroups_Get responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDto' xml: name: ConfirmGroupDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDto' xml: name: ConfirmGroupDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDto' xml: name: ConfirmGroupDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDto' xml: name: ConfirmGroupDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDto' xml: name: ConfirmGroupDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDto' xml: name: ConfirmGroupDto wrapped: true type: array security: - Authorization: [] summary: Confirm groups get x-summary-source: derived post: tags: - Confirm/Groups summary: Creates a new confirmgroup record, and returns the new record in the location… operationId: ConfirmGroups_CreateEntity 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.Confirm.ConfirmGroupDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDto' description: ConfirmGroup required: true /v1/Confirm/Groups/{confirmGroupKey}/DataQueries: get: tags: - Confirm/Groups operationId: ConfirmGroups_GetDataQueryList parameters: - name: confirmGroupKey in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array security: - Authorization: [] summary: Confirm groups get data query list x-summary-source: derived /v1/Confirm/Groups/{confirmGroupKey}/DataQueries/{reportKey}: get: tags: - Confirm/Groups operationId: ConfirmGroups_GetDataQuery parameters: - name: confirmGroupKey in: path required: true schema: type: integer format: int32 - name: reportKey in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' security: - Authorization: [] summary: Confirm groups get data query x-summary-source: derived post: tags: - Confirm/Groups operationId: ConfirmGroups_UpsertDataQuery parameters: - name: confirmGroupKey in: path required: true schema: type: integer format: int32 - name: reportKey in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' required: true summary: Confirm groups upsert data query x-summary-source: derived delete: tags: - Confirm/Groups operationId: ConfirmGroups_DeleteConfirmGroupDataQuery parameters: - name: confirmGroupKey in: path required: true schema: type: integer format: int32 - name: reportKey in: path required: true schema: type: integer format: int32 responses: '204': description: No Content security: - Authorization: [] summary: Confirm groups delete confirm group data query x-summary-source: derived /v1/Confirm/Groups/{confirmGroupKey}/DataQueries/List: put: tags: - Confirm/Groups operationId: ConfirmGroups_PutV1ConfirmGroupsByConfirmGroupKeyDataQueriesList parameters: - name: confirmGroupKey in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array security: - Authorization: [] requestBody: content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array application/x-www-form-urlencoded: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array required: true summary: Confirm groups put V1 confirm groups by confirm group key data queries list x-summary-source: derived post: tags: - Confirm/Groups operationId: ConfirmGroups_PostV1ConfirmGroupsByConfirmGroupKeyDataQueriesList parameters: - name: confirmGroupKey in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array security: - Authorization: [] requestBody: content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array application/x-www-form-urlencoded: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array required: true summary: Confirm groups post V1 confirm groups by confirm group key data queries list x-summary-source: derived /v1/Confirm/Groups/{key}: get: tags: - Confirm/Groups summary: Gets the ConfirmGroup that has the provided key. operationId: ConfirmGroups_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.Confirm.ConfirmGroupDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDto' security: - Authorization: [] put: tags: - Confirm/Groups summary: Updates an existing confirmgroup record operationId: ConfirmGroups_UpdateEntity parameters: - name: key in: path description: ConfirmGroup Id to update required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDto' description: New Confirm Group values required: true delete: tags: - Confirm/Groups operationId: ConfirmGroups_Delete parameters: - name: key in: path required: true schema: type: integer format: int32 responses: '204': description: No Content security: - Authorization: [] summary: Confirm groups delete x-summary-source: derived /v1/Confirm/Groups/{key}/Overview: get: tags: - Confirm/Groups operationId: ConfirmGroups_GetOverviewAsync parameters: - name: key in: path required: true schema: type: integer format: int32 - name: startDate in: query required: true schema: type: string format: date-time - name: endDate in: query required: true schema: type: string format: date-time - name: cancellationToken in: header required: true - name: suppressInactiveDatabases in: query required: false schema: type: boolean default: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmOverviewDto' xml: name: ConfirmOverviewDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmOverviewDto' xml: name: ConfirmOverviewDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmOverviewDto' xml: name: ConfirmOverviewDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmOverviewDto' xml: name: ConfirmOverviewDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmOverviewDto' xml: name: ConfirmOverviewDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmOverviewDto' xml: name: ConfirmOverviewDto wrapped: true type: array security: - Authorization: [] summary: Confirm groups get overview async x-summary-source: derived /v1/Confirm/Groups/{key}/RefreshData: get: tags: - Confirm/Groups operationId: ConfirmGroups_RefreshDataAsync parameters: - name: key in: path required: true schema: type: integer format: int32 - name: startDate in: query required: true schema: type: string format: date-time - name: endDate in: query required: true schema: type: string format: date-time - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmOverviewDto' xml: name: ConfirmOverviewDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmOverviewDto' xml: name: ConfirmOverviewDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmOverviewDto' xml: name: ConfirmOverviewDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmOverviewDto' xml: name: ConfirmOverviewDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmOverviewDto' xml: name: ConfirmOverviewDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmOverviewDto' xml: name: ConfirmOverviewDto wrapped: true type: array security: - Authorization: [] summary: Confirm groups refresh data async x-summary-source: derived /v1/Confirm/Groups/Action/Delete: put: tags: - Confirm/Groups operationId: ConfirmGroups_PutV1ConfirmGroupsActionDelete 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: 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 application/x-www-form-urlencoded: schema: items: type: integer format: int32 type: array multipart/form-data: schema: items: type: integer format: int32 type: array required: true summary: Confirm groups put V1 confirm groups action delete x-summary-source: derived /v1/Confirm/Groups/DataQueries/List: put: tags: - Confirm/Groups operationId: ConfirmGroups_UpsertDataQueryList parameters: - name: confirmGroupKey in: query required: false schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array security: - Authorization: [] requestBody: content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array application/x-www-form-urlencoded: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array required: true summary: Confirm groups upsert data query list x-summary-source: derived post: tags: - Confirm/Groups operationId: ConfirmGroups_PostV1ConfirmGroupsDataQueriesList parameters: - name: confirmGroupKey in: query required: false schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array security: - Authorization: [] requestBody: content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array application/x-www-form-urlencoded: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array required: true summary: Confirm groups post V1 confirm groups data queries list x-summary-source: derived /v1/Confirm/Groups/DataQuery: post: tags: - Confirm/Groups summary: Creates a new confirmgroup record, and returns the new record in the location… operationId: ConfirmGroups_CreateConfirmGroupDataQuery 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.Confirm.ConfirmGroupDataQueryDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' description: ConfirmGroup required: true /v1/Confirm/Groups/Simple: get: tags: - Confirm/Groups summary: Returns a simple Id/Name for all Confirm Group records operationId: ConfirmGroups_GetSimpleAll 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: [] components: schemas: 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.Confirm.ConfirmOverviewDto: description: '' properties: id: type: integer format: int32 accountStatusIcon: readOnly: true type: string databaseName: type: string downloadFileId: type: integer format: int32 formatName: type: string recordTypeName: type: string fileName: type: string confirmedCount: type: integer format: int32 notConfirmedCount: type: integer format: int32 excludedCount: type: integer format: int32 dataAggOnlyCount: type: integer format: int32 unmappedTransTypeCount: type: integer format: int32 status: type: integer format: int32 isImportComplete: type: boolean fileStatus: type: string enum: - Created - PendingImport - StartingImport - CreatingRecords - RecordsCreated - PostImportsStarted - ImportFinished - ImportFailed - InitialVerifyStarted - InitialVerifyFinished - InitialVerifyFailed - InitialApplyStarted - InitialApplyFinished - InitialApplyFailed - ProcessingCompleted - ProcessingFailed fileStatusInt: type: integer format: int32 agentAnalysisStatus: type: string enum: - NA - NotStarted - Running - Complete noteCount: type: integer format: int32 alClientId: type: integer format: int32 downloadSourceId: type: integer format: int32 fileDate: type: string format: date-time fileCreated: type: string format: date-time fileCreatedBy: type: string dateConfirmed: type: string format: date-time downloadSource: type: string reconTargetTime: type: string format: date-time noteSummary: type: string refreshStart: type: string format: date-time refreshEnd: type: string format: date-time createdDate: type: string format: date-time createdBy: type: string editedDate: type: string format: date-time editedBy: type: string serviceTeamRecon: type: string serviceTeamMember: type: string signOffBy: type: string signOffDate: type: string format: date-time signOffByUserId: type: integer format: int32 message: type: string costBasisType: type: string enum: - None - Unrealized - Realized - Both advisorNumber: type: string batchProcessingId: type: integer format: int32 isNonFileFormat: type: boolean hasReconNotes: type: boolean xml: name: ConfirmOverviewDto type: object OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto: properties: confirmGroupId: type: integer format: int32 customReportId: type: integer format: int32 dataQueryParams: type: string dataQuery: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Custom.CustomReportFullDto' xml: name: ConfirmGroupDataQueryDto 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.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.Confirm.ConfirmGroupDto: properties: id: type: integer format: int32 name: type: string isPrivate: type: boolean editedBy: type: string editedDate: type: string format: date-time createdBy: type: string createdDate: type: string format: date-time userId: type: integer format: int32 databases: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array downloadFormats: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array recordTypes: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array scrubGroups: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array dataQueries: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ConfirmGroupDataQueryDto' xml: name: ConfirmGroupDataQueryDto wrapped: true type: array xml: name: ConfirmGroupDto 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