openapi: 3.2.0 info: version: V1 title: Orion Connect Confirm/Tax Error API x-swagger-net-version: 8.4.12.001 servers: - url: https://api.orionadvisor.com/api tags: - name: Confirm/TaxError paths: /v1/Confirm/TaxError: get: tags: - Confirm/TaxError summary: Gets the Tax Errors operationId: TaxError_GetAllAsync parameters: - name: cancellationToken in: header required: false responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.CostBasis.TaxErrorPortfolioDto' xml: name: TaxErrorPortfolioDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.CostBasis.TaxErrorPortfolioDto' xml: name: TaxErrorPortfolioDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.CostBasis.TaxErrorPortfolioDto' xml: name: TaxErrorPortfolioDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.CostBasis.TaxErrorPortfolioDto' xml: name: TaxErrorPortfolioDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.CostBasis.TaxErrorPortfolioDto' xml: name: TaxErrorPortfolioDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.CostBasis.TaxErrorPortfolioDto' xml: name: TaxErrorPortfolioDto wrapped: true type: array security: - Authorization: [] /v1/Confirm/TaxError/Realized/{key}/AcquiredDate: put: tags: - Confirm/TaxError summary: Updates A Realized AssetCostBasis's AcquiredDate operationId: TaxError_UpdateRealizedAcquiredDateAsync parameters: - name: key in: path description: The CostodianRealizedId from tblAssetCostBasis.pkAssetCostBasis required: true schema: type: integer format: int32 - name: ct in: header description: the cancellation token required: true responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] requestBody: content: text/plain: schema: type: string format: date-time application/json: schema: type: string format: date-time text/json: schema: type: string format: date-time application/xml: schema: type: string format: date-time text/xml: schema: type: string format: date-time application/x-www-form-urlencoded: schema: type: string format: date-time multipart/form-data: schema: type: string format: date-time description: The Acquired Date to update to required: true /v1/Confirm/TaxError/Realized/{key}/CostAmt: put: tags: - Confirm/TaxError summary: Updates A Realized AssetCostBasis's Cost Amount operationId: TaxError_UpdateRealizedCostAmountAsync parameters: - name: key in: path description: The CostodianRealizedId from tblAssetCostBasis.pkAssetCostBasis required: true schema: type: integer format: int32 - name: ct in: header description: the cancellation token required: true responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] requestBody: content: text/plain: schema: type: number format: double application/json: schema: type: number format: double text/json: schema: type: number format: double application/xml: schema: type: number format: double text/xml: schema: type: number format: double application/x-www-form-urlencoded: schema: type: number format: double multipart/form-data: schema: type: number format: double description: The amount to update to required: true /v1/Confirm/TaxError/Realized/Filter: get: tags: - Confirm/TaxError summary: Get Realized Errors operationId: TaxError_GetRealizedErrorsAsync parameters: - 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: entityEnum in: query required: false schema: type: integer format: int32 - name: entityId in: query required: false schema: type: integer format: int32 - name: auditType in: query required: false schema: type: string - name: entitySession in: query required: false schema: type: integer format: int32 - name: cancellationToken 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: [] /v1/Confirm/TaxError/Unrealized/{key}/AcquiredDate: put: tags: - Confirm/TaxError summary: Updates an unrealized AssetCostCustodian's AcquiredDate operationId: TaxError_UpdateUnrealizedAcquiredDateAsync parameters: - name: key in: path description: The Unrealized AssetCostCostodianID from tblAssetCostCustodian.pkAssetCostCustodian required: true schema: type: integer format: int32 - name: ct in: header description: the cancellation token required: true responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] requestBody: content: text/plain: schema: type: string format: date-time application/json: schema: type: string format: date-time text/json: schema: type: string format: date-time application/xml: schema: type: string format: date-time text/xml: schema: type: string format: date-time application/x-www-form-urlencoded: schema: type: string format: date-time multipart/form-data: schema: type: string format: date-time description: The Acquired Date to update to required: true /v1/Confirm/TaxError/Unrealized/{key}/CostAmt: put: tags: - Confirm/TaxError summary: Updates an unrealized AssetCostCustodian's CostAmount based on existing units… operationId: TaxError_UpdateUnrealizedCostAmountAsync parameters: - name: key in: path description: The Unrealized AssetCostCostodianID from tblAssetCostCustodian.pkAssetCostCustodian required: true schema: type: integer format: int32 - name: ct in: header description: the cancellation token required: true responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] requestBody: content: text/plain: schema: type: number format: double application/json: schema: type: number format: double text/json: schema: type: number format: double application/xml: schema: type: number format: double text/xml: schema: type: number format: double application/x-www-form-urlencoded: schema: type: number format: double multipart/form-data: schema: type: number format: double description: the cost amount to update to required: true /v1/Confirm/TaxError/Unrealized/Filter: get: tags: - Confirm/TaxError summary: Get Unrealized Errors operationId: TaxError_GetFilteredAsync parameters: - name: asOfDate in: query required: false schema: type: string format: date-time - name: entityEnum in: query required: false schema: type: integer format: int32 - name: entityId in: query required: false schema: type: integer format: int32 - name: auditType in: query required: false schema: type: string - name: entitySession in: query required: false schema: type: integer format: int32 - name: cancellationToken in: header required: false responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.CostBasis.TaxErrorPortfolioDto' xml: name: TaxErrorPortfolioDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.CostBasis.TaxErrorPortfolioDto' xml: name: TaxErrorPortfolioDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.CostBasis.TaxErrorPortfolioDto' xml: name: TaxErrorPortfolioDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.CostBasis.TaxErrorPortfolioDto' xml: name: TaxErrorPortfolioDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.CostBasis.TaxErrorPortfolioDto' xml: name: TaxErrorPortfolioDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.CostBasis.TaxErrorPortfolioDto' xml: name: TaxErrorPortfolioDto wrapped: true type: array security: - Authorization: [] /v1/Confirm/TaxError/UpdateReviewed/List: post: tags: - Confirm/TaxError summary: Gets the Tax Errors operationId: TaxError_UpdateReviewedValueAsync parameters: - name: reviewValue in: query required: true schema: type: boolean - name: cancellationToken in: header required: false responses: '204': description: No Content 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/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 components: schemas: OAS.WebApi.DTO.Portfolio.CostBasis.TaxErrorPortfolioDto: properties: id: type: integer format: int32 errorMessage: type: string accountNumber: type: string assetId: type: integer format: int32 ticker: type: string productName: type: string acquiredDate: type: string format: date-time longTermCost: type: number format: double shortTermCost: type: number format: double longTermUnits: type: number format: double shortTermUnits: type: number format: double custodian: type: string reviewed: type: boolean lotEditedDate: type: string format: date-time accountId: type: integer format: int32 amortizedCost: type: number format: double auditTypeId: type: integer format: int32 costUnits: type: number format: double custodianRecordId: type: string downloadSourceId: type: integer format: int32 downloadFormatId: type: integer format: int32 expectedUnits: type: number format: double householdId: type: integer format: int32 householdName: type: string longTerm: type: boolean productId: type: integer format: int32 registrationId: type: integer format: int32 registrationType: type: string qualified: type: boolean registrationName: type: string representativeNumber: type: integer format: int32 resolutionMessage: type: string assetCostCustodianId: type: integer format: int32 xml: name: TaxErrorPortfolioDto type: object securitySchemes: Authorization: type: apiKey description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"' name: Authorization in: header