openapi: 3.2.0 info: version: V1 title: Orion Connect Integrations/Communities API x-swagger-net-version: 8.4.12.001 servers: - url: https://api.orionadvisor.com/api tags: - name: Integrations/Communities paths: /v1/Integrations/Communities/Custodians/List: get: tags: - Integrations/Communities summary: Communities get all communities custodians async operationId: Communities_GetAllCommunitiesCustodiansAsync parameters: - name: ct in: header required: true responses: '200': description: OK 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 multipart/form-data: schema: items: type: string type: array security: - Authorization: [] x-summary-source: derived /v1/Integrations/Communities/DailySyncLogDetails/{key}: get: tags: - Integrations/Communities summary: Get daily sync log by processLogId for Communities operationId: Communities_GetDailySyncLogDetails parameters: - name: key in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: type: string format: byte type: array application/json: schema: items: type: string format: byte type: array text/json: schema: items: type: string format: byte type: array application/xml: schema: items: type: string format: byte type: array text/xml: schema: items: type: string format: byte type: array multipart/form-data: schema: items: type: string format: byte type: array security: - Authorization: [] /v1/Integrations/Communities/DailySyncLogs: get: tags: - Integrations/Communities summary: Get daily sync logs for Communities operationId: Communities_GetDailySyncLogs responses: '200': description: OK content: text/plain: schema: items: type: string format: byte type: array application/json: schema: items: type: string format: byte type: array text/json: schema: items: type: string format: byte type: array application/xml: schema: items: type: string format: byte type: array text/xml: schema: items: type: string format: byte type: array multipart/form-data: schema: items: type: string format: byte type: array security: - Authorization: [] /v1/Integrations/Communities/ManagerFactSheet/{modelId}: get: tags: - Integrations/Communities summary: Get the model fact sheet from v2 communities operationId: Communities_ManagerFactSheetAsync parameters: - name: modelId in: path description: key for the desired return object. required: true schema: type: integer format: int32 - name: ct in: header required: true - name: requestEntity in: query description: optional parameter to specify the type of entity id passed in. default model with optional modelAgg required: false 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/Communities/ModelAllocationHistory/{id}: get: tags: - Integrations/Communities summary: Get Model Allocation History by model Id operationId: Communities_GetModelAllocationHistoryAsync parameters: - name: id in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: type: string format: byte type: array application/json: schema: items: type: string format: byte type: array text/json: schema: items: type: string format: byte type: array application/xml: schema: items: type: string format: byte type: array text/xml: schema: items: type: string format: byte type: array multipart/form-data: schema: items: type: string format: byte type: array security: - Authorization: [] /v1/Integrations/Communities/Models: get: tags: - Integrations/Communities summary: Gets community models operationId: Communities_Get parameters: - name: strategistId in: query description: 'Optional. Default: null. When there is value, only the community models for that strategistId will be returned.' required: false schema: type: integer format: int32 - name: lastRebalanceDate in: query description: 'Optional. Default: null. When there is value, only the community models with a LastRebalanceDate > than the date entered will be returned.' required: false schema: type: string format: date-time - name: dateRebalanceRequested in: query description: 'Optional. Default: null. When true, only the community models with a DateRebalanceRequested > than the date entered will be returned.' required: false schema: type: string format: date-time - name: needsRebalance in: query description: "Optional. Default: null. When true, only the community models that have a lastRebalanceDate geater than dateRebalanceRequested will be returned \n \t\t\t\t\t\t\t\t\t\t\t\tand when false, only the community models that have a lastRebalanceDate less than dateRebalanceRequested will be returned ." required: false schema: type: boolean - name: managerId in: query description: 'Optional. Default: null. When there is value, only the community models for that managerId will be returned.' required: false schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Communities.CommunityModelDto' xml: name: CommunityModelDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Communities.CommunityModelDto' xml: name: CommunityModelDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Communities.CommunityModelDto' xml: name: CommunityModelDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Communities.CommunityModelDto' xml: name: CommunityModelDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Communities.CommunityModelDto' xml: name: CommunityModelDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Communities.CommunityModelDto' xml: name: CommunityModelDto wrapped: true type: array security: - Authorization: [] /v1/Integrations/Communities/Models/{key}: get: tags: - Integrations/Communities summary: Returns the Community model that has the given {key}. operationId: Communities_GetByKeyAsync parameters: - name: key in: path description: Key of the desired return object. required: true schema: type: integer format: int32 - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Communities.CommunityModelWithDetailsDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Communities.CommunityModelWithDetailsDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Communities.CommunityModelWithDetailsDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Communities.CommunityModelWithDetailsDto' security: - Authorization: [] put: tags: - Integrations/Communities summary: Updates the community model that has the provided key. operationId: Communities_UpdateCommunityModelAsync parameters: - name: key in: path description: Key of the desired return object. required: true schema: type: integer format: int32 - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Communities.CommunityModelWithDetailsDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Communities.CommunityModelWithDetailsDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Communities.CommunityModelWithDetailsDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Communities.CommunityModelWithDetailsDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Communities.CommunityModelWithDetailsDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Communities.CommunityModelWithDetailsDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Communities.CommunityModelWithDetailsDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Communities.CommunityModelWithDetailsDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Communities.CommunityModelWithDetailsDto' required: true /v1/Integrations/Communities/Models/AssignedToAccounts/Validate: post: tags: - Integrations/Communities operationId: Communities_CheckCommunityModelsAssignedToAccountsAsync parameters: - name: ct in: header required: true - name: deleteSwitch 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: 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: Communities check community models assigned to accounts async x-summary-source: derived /v1/Integrations/Communities/Models/CountModelsNeedingRebalance: get: tags: - Integrations/Communities summary: Gets community models operationId: Communities_CountModelsNeedingRebalance responses: '200': description: OK content: text/plain: schema: type: integer format: int32 application/json: schema: type: integer format: int32 text/json: schema: type: integer format: int32 application/xml: schema: type: integer format: int32 text/xml: schema: type: integer format: int32 multipart/form-data: schema: type: integer format: int32 security: - Authorization: [] /v1/Integrations/Communities/Models/List: post: tags: - Integrations/Communities summary: Returns the models that have the given {keys} operationId: Communities_GetListByIdAsync parameters: - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Communities.CommunityModelWithDetailsDto' xml: name: CommunityModelWithDetailsDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Communities.CommunityModelWithDetailsDto' xml: name: CommunityModelWithDetailsDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Communities.CommunityModelWithDetailsDto' xml: name: CommunityModelWithDetailsDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Communities.CommunityModelWithDetailsDto' xml: name: CommunityModelWithDetailsDto wrapped: true 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/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 /v1/Integrations/Communities/Models/OutsourceModelInfo: post: tags: - Integrations/Communities operationId: Communities_CommunityOutSourceModelInfoAsync 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: 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: Communities community out source model info async x-summary-source: derived /v1/Integrations/Communities/Models/Simple: get: tags: - Integrations/Communities summary: Gets community models operationId: Communities_GetSimple parameters: - name: strategistId in: query description: 'Optional. Default: null. When there is value, only the community models for that strategistId will be returned.' required: false schema: type: integer format: int32 - name: lastRebalanceDate in: query description: 'Optional. Default: null. When there is value, only the community models with a LastRebalanceDate > than the date entered will be returned.' required: false schema: type: string format: date-time - name: dateRebalanceRequested in: query description: 'Optional. Default: null. When true, only the community models with a DateRebalanceRequested > than the date entered will be returned.' required: false schema: type: string format: date-time - name: needsRebalance in: query description: "Optional. Default: null. When true, only the community models that have a lastRebalanceDate geater than dateRebalanceRequested will be returned \n \t\t\t\t\t\t\t\t\t\t\t\tand when false, only the community models that have a lastRebalanceDate less than dateRebalanceRequested will be returned ." required: false schema: type: boolean - name: managerId in: query description: 'Optional. Default: null. When there is value, only the community models for that managerId will be returned.' required: false schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integration.Communities.SimpleCommunityModel' xml: name: SimpleCommunityModel wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integration.Communities.SimpleCommunityModel' xml: name: SimpleCommunityModel wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integration.Communities.SimpleCommunityModel' xml: name: SimpleCommunityModel wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integration.Communities.SimpleCommunityModel' xml: name: SimpleCommunityModel wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integration.Communities.SimpleCommunityModel' xml: name: SimpleCommunityModel wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integration.Communities.SimpleCommunityModel' xml: name: SimpleCommunityModel wrapped: true type: array security: - Authorization: [] /v1/Integrations/Communities/Models/SimpleList: post: tags: - Integrations/Communities summary: Get Model information by Community Model Id's operationId: Communities_GetSimpleListByCommunityModelIds parameters: - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Communities.CommunityModelSimpleDto' xml: name: CommunityModelSimpleDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Communities.CommunityModelSimpleDto' xml: name: CommunityModelSimpleDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Communities.CommunityModelSimpleDto' xml: name: CommunityModelSimpleDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Communities.CommunityModelSimpleDto' xml: name: CommunityModelSimpleDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Communities.CommunityModelSimpleDto' xml: name: CommunityModelSimpleDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Communities.CommunityModelSimpleDto' xml: name: CommunityModelSimpleDto wrapped: true type: array security: - Authorization: [] requestBody: content: text/plain: schema: items: type: integer format: int64 type: array application/json: schema: items: type: integer format: int64 type: array text/json: schema: items: type: integer format: int64 type: array application/xml: schema: items: type: integer format: int64 type: array text/xml: schema: items: type: integer format: int64 type: array application/x-www-form-urlencoded: schema: items: type: integer format: int64 type: array multipart/form-data: schema: items: type: integer format: int64 type: array required: true /v1/Integrations/Communities/ModelUpdate: post: tags: - Integrations/Communities summary: Create, Update, Delete sync of Models from Communities to Orion Connect operationId: Communities_ModelUpdateFromCommunitiesAsync 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: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.CommunitySyncMessageListOfOAS.Eclipse.Lambda.Model.CommunityModel' application/json: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.CommunitySyncMessageListOfOAS.Eclipse.Lambda.Model.CommunityModel' text/json: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.CommunitySyncMessageListOfOAS.Eclipse.Lambda.Model.CommunityModel' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.CommunitySyncMessageListOfOAS.Eclipse.Lambda.Model.CommunityModel' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.CommunitySyncMessageListOfOAS.Eclipse.Lambda.Model.CommunityModel' description: Model data required: true /v1/Integrations/Communities/Performance/{modelId}: get: tags: - Integrations/Communities summary: Community Model Performance operationId: Communities_CommunityModelPerformanceById parameters: - name: modelId in: path description: Community Model Id required: true schema: type: integer format: int32 - name: months in: query description: Number of months for performance required: true schema: type: integer format: int32 - name: rate in: query description: Rate of Return required: true schema: type: number format: double 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/Communities/Personal/GetPersonalDataForSync: post: tags: - Integrations/Communities operationId: Communities_GetPersonalDataForSyncAsync parameters: - name: cancellationToken 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: 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 summary: Communities get personal data for sync async x-summary-source: derived /v1/Integrations/Communities/ProductExclusions/Sync: get: tags: - Integrations/Communities operationId: Communities_GetProductExclusionsForSyncAsync parameters: - name: cancellationToken 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: Communities get product exclusions for sync async x-summary-source: derived /v1/Integrations/Communities/Products/Sync: get: tags: - Integrations/Communities operationId: Communities_GetProductsForSyncAsync parameters: - name: cancellationToken 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: Communities get products for sync async x-summary-source: derived /v1/Integrations/Communities/RemoveRebalanceRequestedDate/{key}: put: tags: - Integrations/Communities summary: Removes the rebalance requested date from the community model operationId: Communities_RemoveRebalanceRequestedDateAsync parameters: - name: key in: path description: Key of the desired return object. required: true schema: type: integer format: int32 - name: ct in: header required: true 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/Integrations/Communities/Reports/StrategistAumReport: post: tags: - Integrations/Communities operationId: CommunitiesReports_ProcessStrategistAumReport 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.DataProcess.DTO.Integration.Communities.CommunitiesStrategistAumReportRequestDto' application/json: schema: $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.Communities.CommunitiesStrategistAumReportRequestDto' text/json: schema: $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.Communities.CommunitiesStrategistAumReportRequestDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.Communities.CommunitiesStrategistAumReportRequestDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.Communities.CommunitiesStrategistAumReportRequestDto' required: true summary: Communities reports process strategist aum report x-summary-source: derived /v1/Integrations/Communities/Reports/StrategistFlowReport: post: tags: - Integrations/Communities operationId: CommunitiesReports_ProcessStrategistFlowReport 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.DataProcess.DTO.Integration.Communities.CommunitiesStrategistFlowReportRequestDto' application/json: schema: $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.Communities.CommunitiesStrategistFlowReportRequestDto' text/json: schema: $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.Communities.CommunitiesStrategistFlowReportRequestDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.Communities.CommunitiesStrategistFlowReportRequestDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.Communities.CommunitiesStrategistFlowReportRequestDto' required: true summary: Communities reports process strategist flow report x-summary-source: derived /v1/Integrations/Communities/StrategistTiers: get: tags: - Integrations/Communities operationId: Communities_GetStrategistTiersAsync parameters: - name: cancellationToken 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: Communities get strategist tiers async x-summary-source: derived /v1/Integrations/Communities/UpdateRebalanceExecutionRequestedDate: put: tags: - Integrations/Communities summary: Communities update rebalance execution requested date async operationId: Communities_UpdateRebalanceExecutionRequestedDateAsync 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: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Communities.CommunitiesRebalanceRequestExecutionDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Communities.CommunitiesRebalanceRequestExecutionDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Communities.CommunitiesRebalanceRequestExecutionDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Communities.CommunitiesRebalanceRequestExecutionDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Communities.CommunitiesRebalanceRequestExecutionDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Communities.CommunitiesRebalanceRequestExecutionDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Communities.CommunitiesRebalanceRequestExecutionDto' required: true x-summary-source: derived components: schemas: OAS.Eclipse.Lambda.Model.TLHSecurity: properties: productId: type: integer format: int32 xml: name: TLHSecurity type: object OAS.Eclipse.Lambda.Model.Strategist: properties: id: type: integer format: int32 name: type: string abbreviation: type: string xml: name: Strategist type: object OAS.DataProcess.DTO.Integration.Communities.CommunitiesStrategistAumReportRequestDto: properties: requestId: example: 00000000-0000-0000-0000-000000000000 type: string format: uuid asOfDate: type: string format: date-time strategistExternalIds: type: string dataExportFiles: items: $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.Communities.CommunitiesDataExportFileDto' xml: name: CommunitiesDataExportFileDto wrapped: true type: array xml: name: CommunitiesStrategistAumReportRequestDto type: object OAS.WebApi.DTO.Integrations.Communities.CommunityModelWithDetailsDto: properties: items: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelItemFullDto' xml: name: ModelItemFullDto wrapped: true type: array modelId: type: integer format: int32 communityModelId: type: integer format: int64 communityModelName: type: string targetRiskUpper: type: number format: double targetRiskLower: type: number format: double style: type: string advisorFee: type: number format: double weightedAvgNetExpenses: type: number format: double currentRisk: type: number format: double minimumAmount: type: number format: double dateRebalanceRequested: type: string format: date-time lastRebalanceDate: type: string format: date-time needsRebalance: type: boolean platFormId: type: integer format: int32 shareClassId: type: integer format: int32 notes: type: string groupNum: type: string editedDate: type: string format: date-time editedBy: type: string strategistId: type: integer format: int32 strategistName: type: string modelManagerId: type: integer format: int32 modelManagerName: type: string name: type: string isActive: type: boolean createdDate: type: string format: date-time createdBy: type: string modelCode: type: string cashPerc: type: integer format: int32 cashTol: type: integer format: int32 fundList: type: string modelNum: type: integer format: int32 modelTol: type: integer format: int32 isDynamic: type: boolean modelType: type: string percEquity: type: integer format: int32 subAdvisorId: type: integer format: int32 useRestrictions: type: boolean fundName: type: string class: type: string managementStyle: type: string custodian: type: string subAdvisor: type: string accountCount: type: integer format: int32 aum: type: number format: double astroUsage: type: string enum: - Undefined - Disabled - Restricted - FullAccess opsTier: type: string dateRebalanceExecutionRequested: type: string format: date-time benchmark: type: string strategistExternalId: type: integer format: int32 xml: name: CommunityModelWithDetailsDto type: object OAS.Eclipse.Lambda.Model.CommunitySyncMessageListOfOAS.Eclipse.Lambda.Model.CommunityModel: properties: data: items: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.CommunityModel' xml: name: CommunityModel wrapped: true type: array orionBaseUrl: type: string communitiesBaseUrl: type: string strategist: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.Strategist' manager: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.Manager' orionFirmId: type: integer format: int32 orionToken: type: string userName: type: string timeStamp: type: string format: date-time logId: example: 00000000-0000-0000-0000-000000000000 type: string format: uuid firmType: type: integer format: int32 updateOrionConnect: type: boolean tradeType: type: integer format: int32 communitiesTradeQueueId: type: integer format: int32 xml: name: CommunitySyncMessageList`1 type: object OAS.Eclipse.Lambda.Model.CommunityModel: properties: requiresRebalance: type: boolean targetRiskUpper: type: number format: double targetRiskLower: type: number format: double style: type: string advisorFee: type: number format: double weightedAvgNetExpenses: type: number format: double currentRisk: type: number format: double minimumAmount: type: number format: double strategistId: type: integer format: int32 modelManagerId: type: integer format: int32 modelAggTypeId: type: integer format: int32 assetType: type: string riskCategory: type: string assetClass: type: string strategyType: type: string taxManaged: type: boolean sociallyResponsible: type: boolean morningStarTicker: type: string morningstarProductId: type: integer format: int32 mandate: type: string investmentCategory: type: string astroUsage: type: integer format: int32 optionLevelApproval: type: integer format: int32 allowAlternativeToleranceBands: type: boolean allowOverlay: type: boolean isDynamicSync: type: boolean subAdvisorType: type: string benchmark: type: string researchedStatus: type: string modelId: type: integer format: int32 modelName: type: string managementStyle: type: string action: type: string securities: items: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.ModelItem' xml: name: ModelItem wrapped: true type: array accounts: items: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.AssignedAccount' xml: name: AssignedAccount wrapped: true type: array isAstroEnabled: type: boolean syncToAstro: type: boolean communityModelId: type: integer format: int32 sleeveSuffix: type: string productTypes: items: type: integer format: int32 type: array orionConnectRiskCategory: type: integer format: int32 orionConnectProductClass: type: integer format: int32 isSma: type: boolean astroTemplateId: type: string altsManagedByStrategist: type: boolean altsModelLevel: type: boolean excludeRebalanceSleeve: type: boolean modelTypeId: type: integer format: int32 tags: items: type: string type: array xml: name: CommunityModel type: object OAS.Eclipse.Lambda.Model.Manager: properties: id: type: integer format: int32 name: type: string category: type: string abbreviation: type: string xml: name: Manager type: object OAS.DataProcess.DTO.Integration.Communities.CommunitiesStrategistFlowReportRequestDto: properties: requestId: example: 00000000-0000-0000-0000-000000000000 type: string format: uuid startDate: type: string format: date-time endDate: type: string format: date-time strategistExternalIds: type: string dataExportFiles: items: $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.Communities.CommunitiesDataExportFileDto' xml: name: CommunitiesDataExportFileDto wrapped: true type: array xml: name: CommunitiesStrategistFlowReportRequestDto type: object OAS.WebApi.DTO.Trading.ModelItemFullDto: properties: id: type: integer format: int32 productId: type: integer format: int32 productName: type: string productClass: type: string ticker: type: string targetPercent: type: number format: double itemTol: type: integer format: int32 createdDate: type: string format: date-time createdBy: type: string editedDate: type: string format: date-time editedBy: type: string itemTolUpper: type: number format: double itemTolLower: type: number format: double oub: type: number format: double modelAggId: type: integer format: int32 productRiskScore: type: integer format: int32 xml: name: ModelItemFullDto type: object OAS.WebApi.DTO.Integrations.Communities.CommunityModelDto: properties: modelId: type: integer format: int32 communityModelId: type: integer format: int64 communityModelName: type: string targetRiskUpper: type: number format: double targetRiskLower: type: number format: double style: type: string advisorFee: type: number format: double weightedAvgNetExpenses: type: number format: double currentRisk: type: number format: double minimumAmount: type: number format: double dateRebalanceRequested: type: string format: date-time lastRebalanceDate: type: string format: date-time needsRebalance: type: boolean platFormId: type: integer format: int32 shareClassId: type: integer format: int32 notes: type: string groupNum: type: string editedDate: type: string format: date-time editedBy: type: string strategistId: type: integer format: int32 strategistName: type: string modelManagerId: type: integer format: int32 modelManagerName: type: string name: type: string isActive: type: boolean createdDate: type: string format: date-time createdBy: type: string modelCode: type: string cashPerc: type: integer format: int32 cashTol: type: integer format: int32 fundList: type: string modelNum: type: integer format: int32 modelTol: type: integer format: int32 isDynamic: type: boolean modelType: type: string percEquity: type: integer format: int32 subAdvisorId: type: integer format: int32 useRestrictions: type: boolean fundName: type: string class: type: string managementStyle: type: string custodian: type: string subAdvisor: type: string accountCount: type: integer format: int32 aum: type: number format: double astroUsage: type: string enum: - Undefined - Disabled - Restricted - FullAccess opsTier: type: string dateRebalanceExecutionRequested: type: string format: date-time benchmark: type: string strategistExternalId: type: integer format: int32 xml: name: CommunityModelDto type: object OAS.DataModel.Integration.Communities.SimpleCommunityModel: properties: strategistId: type: integer format: int32 id: type: integer format: int32 name: type: string xml: name: SimpleCommunityModel type: object OAS.WebApi.DTO.Integrations.Communities.CommunityModelSimpleDto: properties: communityModelId: type: integer format: int64 communityModelName: type: string modelId: type: integer format: int32 strategistId: type: integer format: int32 strategistName: type: string xml: name: CommunityModelSimpleDto type: object OAS.Eclipse.Lambda.Model.AssignedAccount: properties: accountId: type: integer format: int32 orionAccountId: type: integer format: int32 accountNumber: type: string orionConnectFirmId: type: integer format: int32 portfolioId: type: integer format: int32 modelAllocationSynchLevel: type: string xml: name: AssignedAccount type: object OAS.Eclipse.Lambda.Model.ModelItem: properties: ticker: type: string orionConnectExternalId: type: integer format: int32 targetPercent: type: number format: double upperTolerance: type: number format: double lowerTolerance: type: number format: double assetCategoryName: type: string assetClassName: type: string subClassName: type: string tlhSecurities: items: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.TLHSecurity' xml: name: TLHSecurity wrapped: true type: array xml: name: ModelItem type: object OAS.DataProcess.DTO.Integration.Communities.CommunitiesDataExportFileDto: properties: alClientId: type: integer format: int32 fileId: example: 00000000-0000-0000-0000-000000000000 type: string format: uuid xml: name: CommunitiesDataExportFileDto type: object OAS.WebApi.DTO.Integrations.Communities.CommunitiesRebalanceRequestExecutionDto: properties: modelId: type: integer format: int32 communityModelId: type: integer format: int32 dateRebalanceExecutionRequested: type: string format: date-time xml: name: CommunitiesRebalanceRequestExecutionDto type: object securitySchemes: Authorization: type: apiKey description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"' name: Authorization in: header