openapi: 3.2.0 info: version: V1 title: Orion Connect Integrations/Akoya API x-swagger-net-version: 8.4.12.001 servers: - url: https://api.orionadvisor.com/api tags: - name: Integrations/Akoya paths: /v1/Integrations/Akoya/App: post: tags: - Integrations/Akoya operationId: AkoyaApp_RegisterApplicationAsync parameters: - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Akoya app register application async x-summary-source: derived /v1/Integrations/Akoya/Configuration: get: tags: - Integrations/Akoya summary: Retrieves Akoya Integration details description: 'Sample Request GET /Integrations/Akoya/GetConfiguration { }' operationId: Akoya_GetConfigurationAsync parameters: - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAT.Integrations.Akoya.DataModel.IntegrationConfig' application/json: schema: $ref: '#/components/schemas/OAT.Integrations.Akoya.DataModel.IntegrationConfig' text/json: schema: $ref: '#/components/schemas/OAT.Integrations.Akoya.DataModel.IntegrationConfig' application/xml: schema: $ref: '#/components/schemas/OAT.Integrations.Akoya.DataModel.IntegrationConfig' text/xml: schema: $ref: '#/components/schemas/OAT.Integrations.Akoya.DataModel.IntegrationConfig' multipart/form-data: schema: $ref: '#/components/schemas/OAT.Integrations.Akoya.DataModel.IntegrationConfig' security: - Authorization: [] put: tags: - Integrations/Akoya summary: Saves Akoya integration settings description: 'Sample Request PUT /Integrations/Configuration { "secret": "string", "clientId": "string" }' operationId: Akoya_UpdateConfigurationAsync parameters: - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAT.Integrations.Akoya.DataModel.IntegrationConfig' application/json: schema: $ref: '#/components/schemas/OAT.Integrations.Akoya.DataModel.IntegrationConfig' text/json: schema: $ref: '#/components/schemas/OAT.Integrations.Akoya.DataModel.IntegrationConfig' application/xml: schema: $ref: '#/components/schemas/OAT.Integrations.Akoya.DataModel.IntegrationConfig' text/xml: schema: $ref: '#/components/schemas/OAT.Integrations.Akoya.DataModel.IntegrationConfig' multipart/form-data: schema: $ref: '#/components/schemas/OAT.Integrations.Akoya.DataModel.IntegrationConfig' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAT.Integrations.Akoya.DataModel.IntegrationConfig' application/json: schema: $ref: '#/components/schemas/OAT.Integrations.Akoya.DataModel.IntegrationConfig' text/json: schema: $ref: '#/components/schemas/OAT.Integrations.Akoya.DataModel.IntegrationConfig' application/xml: schema: $ref: '#/components/schemas/OAT.Integrations.Akoya.DataModel.IntegrationConfig' text/xml: schema: $ref: '#/components/schemas/OAT.Integrations.Akoya.DataModel.IntegrationConfig' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAT.Integrations.Akoya.DataModel.IntegrationConfig' multipart/form-data: schema: $ref: '#/components/schemas/OAT.Integrations.Akoya.DataModel.IntegrationConfig' description: configuration values required: true /v1/Integrations/Akoya/DeleteAndRevokeTokens: post: tags: - Integrations/Akoya operationId: Akoya_RevokeAndDeleteTokensAsync parameters: - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] requestBody: content: text/plain: schema: items: type: string type: array application/json: schema: items: type: string type: array text/json: schema: items: type: string type: array application/xml: schema: items: type: string type: array text/xml: schema: items: type: string type: array application/x-www-form-urlencoded: schema: items: type: string type: array multipart/form-data: schema: items: type: string type: array required: true summary: Akoya revoke and delete tokens async x-summary-source: derived /v1/Integrations/Akoya/EditToken: get: tags: - Integrations/Akoya summary: Edit Akoya Token description: 'Sample Request GET /Integrations/Akoya/EditToken { "akoyaTokenId":5 "tokenname":"test" }' operationId: Akoya_EditTokenAsync parameters: - name: akoyaTokenId in: query description: akoya token id required: true schema: type: integer format: int32 - name: tokenname in: query description: token name required: true schema: type: string - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] /v1/Integrations/Akoya/GetAkoya: get: tags: - Integrations/Akoya summary: Akoya - Financial Institution Dumb endpoint description: 'Sample Request GET /Integrations/Akoya/GetAkoya { }' operationId: Akoya_GetAkoyaAsync parameters: - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object application/xml: schema: type: object text/xml: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] /v1/Integrations/Akoya/GetAkoyaImage: get: tags: - Integrations/Akoya summary: Call this with financialInstitution currently supported are these three… description: 'Sample Request GET /Integrations/Akoya/GetAkoyaImageAsync?financialInstitution=mikomo { }' operationId: Akoya_GetAkoyaImageAsync parameters: - name: financialInstitution in: query required: true schema: type: string - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: type: string format: byte application/json: schema: type: string format: byte text/json: schema: type: string format: byte application/xml: schema: type: string format: byte text/xml: schema: type: string format: byte multipart/form-data: schema: type: string format: byte security: - Authorization: [] /v1/Integrations/Akoya/GetAkoyaLinkedAccounts: get: tags: - Integrations/Akoya summary: Get Akoya Linked Accounts pass in get settings description: 'Sample Request GET /Integrations/Akoya/GetAkoyaLinkedAccounts { }' operationId: Akoya_GetAkoyaLinkedAccountsAsync parameters: - name: ct in: header description: Cancel Token required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.DataProcess.Settings.CustomSettingDto' application/json: schema: $ref: '#/components/schemas/OAS.DataProcess.Settings.CustomSettingDto' text/json: schema: $ref: '#/components/schemas/OAS.DataProcess.Settings.CustomSettingDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataProcess.Settings.CustomSettingDto' security: - Authorization: [] /v1/Integrations/Akoya/GetAkoyaToken: get: tags: - Integrations/Akoya summary: Get Akoya Token description: 'Sample Request GET /Integrations/Akoya/GetAkoyaToken { "householdid":5 }' operationId: Akoya_GetAkoyaTokenAsync parameters: - name: householdid in: query description: householdID required: false schema: type: integer format: int32 - name: credentialId in: query required: false schema: type: string - name: tokenId in: query required: false schema: type: integer format: int32 - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAT.Integrations.Akoya.AkoyaUserDetail' application/json: schema: $ref: '#/components/schemas/OAT.Integrations.Akoya.AkoyaUserDetail' text/json: schema: $ref: '#/components/schemas/OAT.Integrations.Akoya.AkoyaUserDetail' multipart/form-data: schema: $ref: '#/components/schemas/OAT.Integrations.Akoya.AkoyaUserDetail' security: - Authorization: [] /v1/Integrations/Akoya/GetToken: get: tags: - Integrations/Akoya summary: Used to get token from Akoya description: 'Sample Request GET /Integrations/Akoya/GetToken { "code":"test", "connector":"mikomo" }' operationId: Akoya_GetTokenAsync parameters: - name: code in: query description: Code param required: true schema: type: string - name: connector in: query required: true schema: type: string - name: opToken in: query required: false schema: type: string - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.AkoyaUserDtl' application/json: schema: $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.AkoyaUserDtl' text/json: schema: $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.AkoyaUserDtl' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.AkoyaUserDtl' security: - Authorization: [] /v1/Integrations/Akoya/Institution: put: tags: - Integrations/Akoya summary: Updates the institution and options asynchronous description: 'Sample Request PUT /Integrations/Akoya/Institution { "id": 1, "fiName": "Fidelity", "fiId": "fidelity", "isExcluded": 0, "alClientList": '''' }' operationId: Akoya_UpdateInstitutionAndOptionsAsync parameters: - name: ct in: header description: The cancellation token. required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.CustodialIntegrator.AkoyaInstitutionDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.CustodialIntegrator.AkoyaInstitutionDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.CustodialIntegrator.AkoyaInstitutionDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.CustodialIntegrator.AkoyaInstitutionDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.CustodialIntegrator.AkoyaInstitutionDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.CustodialIntegrator.AkoyaInstitutionDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.CustodialIntegrator.AkoyaInstitutionDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.CustodialIntegrator.AkoyaInstitutionDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.CustodialIntegrator.AkoyaInstitutionDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.CustodialIntegrator.AkoyaInstitutionDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.CustodialIntegrator.AkoyaInstitutionDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.CustodialIntegrator.AkoyaInstitutionDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.CustodialIntegrator.AkoyaInstitutionDto' description: The dto. required: true /v1/Integrations/Akoya/Institution/AlClient/Ids: get: tags: - Integrations/Akoya summary: Gets available databases by comma separatedList query string param description: 'Sample Request GET /Integrations/Akoya/Institution/AlClient/Ids?alClientIds=1,2,3,4 { }' operationId: Akoya_GetDatabasesByCommaSeparatedListAsync parameters: - name: alClientIds in: query description: a comma separated list of alclient ids. required: true schema: type: string - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Authorization.ALClientDto' xml: name: ALClientDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Authorization.ALClientDto' xml: name: ALClientDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Authorization.ALClientDto' xml: name: ALClientDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Authorization.ALClientDto' xml: name: ALClientDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Authorization.ALClientDto' xml: name: ALClientDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Authorization.ALClientDto' xml: name: ALClientDto wrapped: true type: array security: - Authorization: [] /v1/Integrations/Akoya/Institution/AlClient/Search: get: tags: - Integrations/Akoya summary: Gets available databases by search text description: 'Sample Request GET /Integrations/Akoya/Institution/AlClient/Search?searchText=abc { }' operationId: Akoya_GetDatabasesBySearchTextAsync parameters: - name: searchText in: query required: true schema: type: string - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Authorization.ALClientDto' xml: name: ALClientDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Authorization.ALClientDto' xml: name: ALClientDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Authorization.ALClientDto' xml: name: ALClientDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Authorization.ALClientDto' xml: name: ALClientDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Authorization.ALClientDto' xml: name: ALClientDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Authorization.ALClientDto' xml: name: ALClientDto wrapped: true type: array security: - Authorization: [] /v1/Integrations/Akoya/Institutions: get: tags: - Integrations/Akoya summary: Get list of all the institutions description: 'Sample Request GET /Integrations/Akoya/Institutions { }' operationId: Akoya_GetInstitutionsAsync parameters: - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.CustodialIntegrator.AkoyaInstitutionDto' xml: name: AkoyaInstitutionDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.CustodialIntegrator.AkoyaInstitutionDto' xml: name: AkoyaInstitutionDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.CustodialIntegrator.AkoyaInstitutionDto' xml: name: AkoyaInstitutionDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.CustodialIntegrator.AkoyaInstitutionDto' xml: name: AkoyaInstitutionDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.CustodialIntegrator.AkoyaInstitutionDto' xml: name: AkoyaInstitutionDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.CustodialIntegrator.AkoyaInstitutionDto' xml: name: AkoyaInstitutionDto wrapped: true type: array security: - Authorization: [] /v1/Integrations/Akoya/Legacy/Institution: get: tags: - Integrations/Akoya summary: Returns all institutions with Image description: 'GET /Integrations/Akoya/Legacy/Institution' operationId: Akoya_GetAkoyaInstitutionsForLegacyClientPortalAsync parameters: - name: ct in: header description: Cancellation token required: true responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] /v1/Integrations/Akoya/Redirect: get: tags: - Integrations/Akoya summary: Redirects the caller to a URL to authenticate with Akoya description: 'Sample Request GET /Integrations/Akoya/GetRedirectUrl { "Authorization":"ABCDE1223", "t","2324432232", "connector":"mikomo" }' operationId: Akoya_GetRedirectUrlAsync parameters: - name: Authorization in: query description: The Orion access token for the user making the redirection request. required: true schema: type: string - name: t in: query description: The Orion access token for the user making the redirection request. required: true schema: type: string - name: connector in: query description: connector value to pass in required: true schema: type: string - name: opToken in: query required: false schema: type: string - 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: [] /v1/Integrations/Akoya/RefreshAkoyaToken: get: tags: - Integrations/Akoya summary: Refresh Akoya Token description: 'Sample Request GET /Integrations/Akoya/RefreshAkoyaToken { "AkoyaTokenID":5 }' operationId: Akoya_AkoyaAccessRefreshtokenAsync parameters: - name: AkoyaTokenId in: query description: akoya token ID required: true schema: type: integer format: int32 - name: householdid in: query description: householdID required: false schema: type: integer format: int32 default: 0 - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAT.Integrations.Akoya.AkoyaUser' application/json: schema: $ref: '#/components/schemas/OAT.Integrations.Akoya.AkoyaUser' text/json: schema: $ref: '#/components/schemas/OAT.Integrations.Akoya.AkoyaUser' multipart/form-data: schema: $ref: '#/components/schemas/OAT.Integrations.Akoya.AkoyaUser' security: - Authorization: [] /v1/Integrations/Akoya/Revoke: get: tags: - Integrations/Akoya summary: Revoke Token description: 'Sample Request GET /Integrations/Akoya/Revoke { "householdid":5 }' operationId: Akoya_RevokeTokenAsync parameters: - name: householdid in: query description: householdID required: false schema: type: integer format: int32 default: 0 - 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: [] /v1/Integrations/Akoya/Revoke/{institution}: get: tags: - Integrations/Akoya summary: Revoke Akoya Refresh Token description: 'Sample Request GET /Integrations/Akoya/Revoke/5 { "akoyaTokenId":5 }' operationId: Akoya_GetV1IntegrationsAkoyaRevokeByInstitution parameters: - name: akoyaTokenId in: query description: akoya token id required: true schema: type: integer format: int32 - name: householdid in: query description: householdID required: false schema: type: integer format: int32 default: 0 - name: ct in: header required: false - name: institution in: path required: true schema: type: string 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/Integrations/Akoya/SetAkoyaLinkedAccounts: put: tags: - Integrations/Akoya summary: Set Akoya Linked Accounts pass in set settings description: 'Sample Request Put /Integrations/Akoya/SetAkoyaLinkedAccounts { { "value": "[{\"id\":\"fidelity\",\"name\":\"Fidelity\",\"image\":\"sss.jpg\"}, {\"id\":\"mikomo\",\"name\":\"Mikomo\",\"image\":\"ttt.jpg\"}, {\"id\":\"transamerica\",\"name\":\"Transamerica\",\"image\":\"abcdef.jpg\"}]" }' operationId: Akoya_SetAkoyaLinkedAccountAsync parameters: - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.DataProcess.Settings.CustomSettingDto' application/json: schema: $ref: '#/components/schemas/OAS.DataProcess.Settings.CustomSettingDto' text/json: schema: $ref: '#/components/schemas/OAS.DataProcess.Settings.CustomSettingDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataProcess.Settings.CustomSettingDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.DataProcess.Settings.CustomSettingDto' application/json: schema: $ref: '#/components/schemas/OAS.DataProcess.Settings.CustomSettingDto' text/json: schema: $ref: '#/components/schemas/OAS.DataProcess.Settings.CustomSettingDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.DataProcess.Settings.CustomSettingDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataProcess.Settings.CustomSettingDto' required: true /v1/Integrations/Akoya/Token/Household: put: tags: - Integrations/Akoya summary: Updates the ClientId/HouseholdId on an akoya token description: 'Sample Request PUT /Integrations/Akoya/Token/Household { "householdid":5, "credentialId": "", "token": "BearerTokenValue" }' operationId: Akoya_UpdateAkoyaTokenHouseholdAsync parameters: - name: ct in: header description: CancellationToken required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAT.Integrations.Akoya.AkoyaUser' xml: name: AkoyaUser wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAT.Integrations.Akoya.AkoyaUser' xml: name: AkoyaUser wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAT.Integrations.Akoya.AkoyaUser' xml: name: AkoyaUser wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAT.Integrations.Akoya.AkoyaUser' xml: name: AkoyaUser wrapped: true type: array security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.AkoyaHouseholdUpdateRequestDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.AkoyaHouseholdUpdateRequestDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.AkoyaHouseholdUpdateRequestDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.AkoyaHouseholdUpdateRequestDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.AkoyaHouseholdUpdateRequestDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.AkoyaHouseholdUpdateRequestDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.AkoyaHouseholdUpdateRequestDto' description: The request object seen above required: true components: schemas: OAS.WebApi.DTO.Security.AlClientOpsDto: properties: id: type: integer format: int32 clientName: type: string isFullOps: type: boolean isBilling: type: boolean isComposites: type: boolean isStatements: type: boolean isTrading: type: boolean auditedDate: type: string format: date-time auditedByDisplay: type: string databaseName: type: string serverName: type: string xml: name: AlClientOpsDto type: object OAS.DataProcess.Settings.CustomSettingDto: properties: promptName: type: string category: type: string displayName: type: string description: type: string value: type: string optionLevel: 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 type: type: string displayOrder: type: integer format: int32 options: additionalProperties: type: string type: object canEdit: type: boolean allowedEntities: items: 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 xml: name: Entity wrapped: true type: array customAppSetting: type: string enum: - Global - ClientPortal - RepPortal - Element xml: name: CustomSettingDto type: object OAS.WebApi.DTO.Integrations.CustodialIntegrator.AkoyaInstitutionDto: properties: id: type: integer format: int32 fiId: type: string fiName: type: string isExcluded: type: boolean alClientList: type: string logo: type: string logoType: type: string institutionOptionJSON: type: string xml: name: AkoyaInstitutionDto type: object OAS.DataProcess.DTO.Integration.AkoyaUserDtl: properties: credentialId: type: string akoya_token_id: type: integer format: int32 token_name: type: string id_token: type: string expires_in: type: integer format: int32 token_type: type: string scope: type: string refresh_token: type: string expires_datetime: type: string format: date-time clientId: type: integer format: int32 FinancialInstitution: type: string old_refresh_tokens: additionalProperties: type: string type: object authorization_date: type: string format: date-time xml: name: AkoyaUserDtl type: object OAT.Integrations.Akoya.AkoyaUser: properties: akoya_token_id: type: integer format: int32 token_name: type: string id_token: type: string expires_in: type: integer format: int32 token_type: type: string scope: type: string refresh_token: type: string expires_datetime: type: string format: date-time clientId: type: integer format: int32 FinancialInstitution: type: string old_refresh_tokens: additionalProperties: type: string type: object authorization_date: type: string format: date-time xml: name: AkoyaUser type: object OAT.Integrations.Akoya.DataModel.IntegrationConfig: properties: secret: type: string clientId: type: string xml: name: IntegrationConfig type: object OAS.WebApi.DTO.Confirm.AkoyaHouseholdUpdateRequestDto: properties: householdId: type: integer format: int32 credentialIds: items: type: string type: array token: type: string xml: name: AkoyaHouseholdUpdateRequestDto type: object OAT.Integrations.Akoya.AkoyaUserDetail: properties: user: items: $ref: '#/components/schemas/OAT.Integrations.Akoya.AkoyaUser' xml: name: AkoyaUser wrapped: true type: array appLinkDetailId: type: integer format: int32 xml: name: AkoyaUserDetail type: object OAS.WebApi.DTO.Authorization.ALClientDto: properties: id: type: integer format: int32 clientName: type: string selected: type: boolean lockDown: type: string enum: - None - Billing ops: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.AlClientOpsDto' guid: example: 00000000-0000-0000-0000-000000000000 type: string format: uuid xml: name: ALClientDto type: object securitySchemes: Authorization: type: apiKey description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"' name: Authorization in: header