openapi: 3.2.0 info: version: V1 title: Orion Connect Integrations/Eclipse API x-swagger-net-version: 8.4.12.001 servers: - url: https://api.orionadvisor.com/api tags: - name: Integrations/Eclipse paths: /v1/Integrations/Eclipse/Accounts/{accountId}/Holdings: get: tags: - Integrations/Eclipse summary: Integrations eclipse get holdings by account operationId: IntegrationsEclipse_GetHoldingsByAccount parameters: - name: accountId in: path required: true schema: type: integer format: int32 - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseHolding' xml: name: EclipseHolding wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseHolding' xml: name: EclipseHolding wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseHolding' xml: name: EclipseHolding wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseHolding' xml: name: EclipseHolding wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseHolding' xml: name: EclipseHolding wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseHolding' xml: name: EclipseHolding wrapped: true type: array security: - Authorization: [] x-summary-source: derived /v1/Integrations/Eclipse/Accounts/External/{externalAccountId}: get: tags: - Integrations/Eclipse summary: Return the Eclipse account based on OC account and firm ids operationId: IntegrationsEclipse_GetEclipseAccountByExternalId parameters: - name: externalAccountId in: path description: Orion Connect Account ID required: true schema: type: integer format: int32 - name: ct in: header description: Cancellation Token required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.EclipseAccountResponse' application/json: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.EclipseAccountResponse' text/json: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.EclipseAccountResponse' application/xml: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.EclipseAccountResponse' text/xml: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.EclipseAccountResponse' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.EclipseAccountResponse' security: - Authorization: [] /v1/Integrations/Eclipse/Actions/InitiateV2ImportOnEclipse: post: tags: - Integrations/Eclipse summary: Initiates the Import Process on EclipseV2 operationId: IntegrationsEclipse_InitiateV2ImportOnEclipse parameters: - name: ct in: header description: CancellationToken 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.Integrations.Eclipse.EclipseInitV2ImportOnEclipseRequest' application/json: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.EclipseInitV2ImportOnEclipseRequest' text/json: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.EclipseInitV2ImportOnEclipseRequest' application/xml: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.EclipseInitV2ImportOnEclipseRequest' text/xml: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.EclipseInitV2ImportOnEclipseRequest' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.EclipseInitV2ImportOnEclipseRequest' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.EclipseInitV2ImportOnEclipseRequest' description: Object containing the Eclipse Firm ID and a boolean representing whether the extract type is "Full". The Correlation ID will be auto-generated. required: true /v1/Integrations/Eclipse/Actions/StartExtract: post: tags: - Integrations/Eclipse summary: This was the endpoint for starting the V1 Import process. operationId: IntegrationsEclipse_StartExtract 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/Eclipse/Actions/StartExtractV2: post: tags: - Integrations/Eclipse summary: Starts the Eclipse extract, which notifies eclipse the extract is starting… operationId: IntegrationsEclipse_StartExtractV2 responses: '204': description: No Content security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.EclipseExtractRequestV2' application/json: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.EclipseExtractRequestV2' text/json: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.EclipseExtractRequestV2' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.EclipseExtractRequestV2' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.EclipseExtractRequestV2' description: Object containing the eclipse FirmID to run the extract for (ex 1000), a uri for the destination, and session key if initiated by eclipse. required: true /v1/Integrations/Eclipse/Actions/UpdateSleevePortfolio/{regId}/{firmId}: put: tags: - Integrations/Eclipse summary: Sync sleeve changes from Orion to Eclipse operationId: IntegrationsEclipse_UpdateSleevePortfolio parameters: - name: regId in: path required: true schema: type: integer format: int32 - name: firmId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.SleevedAccounts' application/json: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.SleevedAccounts' text/json: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.SleevedAccounts' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.SleevedAccounts' security: - Authorization: [] /v1/Integrations/Eclipse/ClientPortal/{accountId}/CashInfo: get: tags: - Integrations/Eclipse summary: Get cash info for an account from eclipse given an orion account id operationId: EclipseClientPortal_GetCashInfoForAccount parameters: - name: accountId in: path description: orion account id required: true schema: type: integer format: int32 - name: ct in: header description: CancellationToken required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Eclipse.EclipseAccountTradeInfoDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Eclipse.EclipseAccountTradeInfoDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Eclipse.EclipseAccountTradeInfoDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Eclipse.EclipseAccountTradeInfoDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Eclipse.EclipseAccountTradeInfoDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Eclipse.EclipseAccountTradeInfoDto' security: - Authorization: [] /v1/Integrations/Eclipse/ClientPortal/Account/{accountId}/TradedToday: get: tags: - Integrations/Eclipse summary: Get all the current trade orders from eclipse operationId: EclipseClientPortal_GetAccountHasTradesForToday parameters: - name: accountId in: path description: account id from orion connect required: true schema: type: integer format: int32 - name: ct in: header description: CancellationToken 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/Eclipse/ClientPortal/Allocations/{accountId}/{modelAggId}: get: tags: - Integrations/Eclipse summary: Get model allocations operationId: EclipseClientPortal_GetModelAllocations parameters: - name: accountId in: path description: int required: true schema: type: integer format: int32 - name: modelAggId in: path description: int required: true schema: type: integer format: int32 - name: ct in: header description: CancellationToken required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.CurrentAccountModelDto' xml: name: CurrentAccountModelDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.CurrentAccountModelDto' xml: name: CurrentAccountModelDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.CurrentAccountModelDto' xml: name: CurrentAccountModelDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.CurrentAccountModelDto' xml: name: CurrentAccountModelDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.CurrentAccountModelDto' xml: name: CurrentAccountModelDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.CurrentAccountModelDto' xml: name: CurrentAccountModelDto wrapped: true type: array security: - Authorization: [] /v1/Integrations/Eclipse/ClientPortal/DeleteTradeInstance: put: tags: - Integrations/Eclipse summary: Client portal originally used TradeRequestInstancesController, ActionDisable(). operationId: EclipseClientPortal_DisableTradeInstances parameters: - name: ct in: header required: true 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 /v1/Integrations/Eclipse/ClientPortal/GenerateTrades: post: tags: - Integrations/Eclipse summary: Generates trades of any type based on the instructions in the tradeDefinition… operationId: EclipseClientPortal_GenerateClientPortalTrades parameters: - name: ct in: header description: CancellationToken required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeOrder' xml: name: EclipseTradeOrder wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeOrder' xml: name: EclipseTradeOrder wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeOrder' xml: name: EclipseTradeOrder wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeOrder' xml: name: EclipseTradeOrder wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeOrder' xml: name: EclipseTradeOrder wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeOrder' xml: name: EclipseTradeOrder wrapped: true type: array security: - Authorization: [] requestBody: content: text/plain: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTrade' xml: name: EclipseTrade wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTrade' xml: name: EclipseTrade wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTrade' xml: name: EclipseTrade wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTrade' xml: name: EclipseTrade wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTrade' xml: name: EclipseTrade wrapped: true type: array application/x-www-form-urlencoded: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTrade' xml: name: EclipseTrade wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTrade' xml: name: EclipseTrade wrapped: true type: array description: list of eclipsetrade objects required: true /v1/Integrations/Eclipse/ClientPortal/Rebalance/{portfolioId}: post: tags: - Integrations/Eclipse summary: Rebalance the portfolio. With TOM, it rebalances by account thru client portal operationId: EclipseClientPortal_RebalanceAccount parameters: - name: accountId in: query required: true schema: type: integer format: int32 - name: ct in: header description: CancellationToken required: true - name: portfolioId in: path required: true schema: type: string 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/Eclipse/ClientPortal/ValidateTrades: post: tags: - Integrations/Eclipse summary: Validate trades against eclipse v2 /api/v2/TradeOrder/Trades/Action/Validate operationId: EclipseClientPortal_ValidateTrades parameters: - name: ct in: header description: CancellationToken required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeValidateResponse' xml: name: EclipseTradeValidateResponse wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeValidateResponse' xml: name: EclipseTradeValidateResponse wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeValidateResponse' xml: name: EclipseTradeValidateResponse wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeValidateResponse' xml: name: EclipseTradeValidateResponse wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeValidateResponse' xml: name: EclipseTradeValidateResponse wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeValidateResponse' xml: name: EclipseTradeValidateResponse wrapped: true type: array security: - Authorization: [] requestBody: content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.ValidateImport.ValidateOrderDto' xml: name: ValidateOrderDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.ValidateImport.ValidateOrderDto' xml: name: ValidateOrderDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.ValidateImport.ValidateOrderDto' xml: name: ValidateOrderDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.ValidateImport.ValidateOrderDto' xml: name: ValidateOrderDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.ValidateImport.ValidateOrderDto' xml: name: ValidateOrderDto wrapped: true type: array application/x-www-form-urlencoded: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.ValidateImport.ValidateOrderDto' xml: name: ValidateOrderDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.ValidateImport.ValidateOrderDto' xml: name: ValidateOrderDto wrapped: true type: array required: true /v1/Integrations/Eclipse/CreateOrders: post: tags: - Integrations/Eclipse summary: Integrations eclipse create orders from eclipse operationId: IntegrationsEclipse_CreateOrdersFromEclipse parameters: - name: ct in: header required: true responses: '204': description: No Content security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.Trades' application/json: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.Trades' text/json: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.Trades' application/xml: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.Trades' text/xml: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.Trades' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.Trades' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.Trades' required: true x-summary-source: derived /v1/Integrations/Eclipse/CreatePendingTransactions: post: tags: - Integrations/Eclipse summary: Create pending transactions from orders that were created in Eclipse operationId: IntegrationsEclipse_CreatePendingTransactionsFromEclipse 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: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.PendingTransactions' application/json: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.PendingTransactions' text/json: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.PendingTransactions' application/xml: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.PendingTransactions' text/xml: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.PendingTransactions' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.PendingTransactions' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.PendingTransactions' description: Order data required: true /v1/Integrations/Eclipse/DeleteTransactions: post: tags: - Integrations/Eclipse summary: Delete transactions that are linked to orders deleted in Eclipse operationId: IntegrationsEclipse_DeleteTransactionsFromEclipse parameters: - name: ct in: header description: CancellationToken required: true responses: '204': description: No Content security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfSystem.Int32' application/json: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfSystem.Int32' text/json: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfSystem.Int32' application/xml: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfSystem.Int32' text/xml: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfSystem.Int32' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfSystem.Int32' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfSystem.Int32' description: Order data required: true /v1/Integrations/Eclipse/Firms: get: tags: - Integrations/Eclipse summary: Returns all the Eclipse firms in AdviosrLynx operationId: IntegrationsEclipse_GetFirmsFromEclipse parameters: - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Eclipse.EclipseFirmDto' xml: name: EclipseFirmDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Eclipse.EclipseFirmDto' xml: name: EclipseFirmDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Eclipse.EclipseFirmDto' xml: name: EclipseFirmDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Eclipse.EclipseFirmDto' xml: name: EclipseFirmDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Eclipse.EclipseFirmDto' xml: name: EclipseFirmDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Eclipse.EclipseFirmDto' xml: name: EclipseFirmDto wrapped: true type: array security: - Authorization: [] post: tags: - Integrations/Eclipse summary: Creates new Eclipse Firm in the OAS Database operationId: IntegrationsEclipse_CreateEclipseFirm responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Eclipse.EclipseFirmWithAlClientDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Eclipse.EclipseFirmWithAlClientDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Eclipse.EclipseFirmWithAlClientDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Eclipse.EclipseFirmWithAlClientDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Eclipse.EclipseFirmWithAlClientDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Eclipse.EclipseFirmWithAlClientDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Eclipse.EclipseFirmWithAlClientDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Eclipse.EclipseFirmWithAlClientDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Eclipse.EclipseFirmWithAlClientDto' required: true /v1/Integrations/Eclipse/Firms/{key}: get: tags: - Integrations/Eclipse summary: Returns all the Eclipse Firm AlClient information in AdviosrLynx operationId: IntegrationsEclipse_GetFirmsAlClient parameters: - name: key in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Eclipse.EclipseFirmWithAlClientDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Eclipse.EclipseFirmWithAlClientDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Eclipse.EclipseFirmWithAlClientDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Eclipse.EclipseFirmWithAlClientDto' security: - Authorization: [] put: tags: - Integrations/Eclipse summary: Edit Eclipse Firm and Eclipse Firm AlClient operationId: IntegrationsEclipse_UpdateEclipseFirmAlClient parameters: - name: key in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Eclipse.EclipseFirmWithAlClientDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Eclipse.EclipseFirmWithAlClientDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Eclipse.EclipseFirmWithAlClientDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Eclipse.EclipseFirmWithAlClientDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Eclipse.EclipseFirmWithAlClientDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Eclipse.EclipseFirmWithAlClientDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Eclipse.EclipseFirmWithAlClientDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Eclipse.EclipseFirmWithAlClientDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Eclipse.EclipseFirmWithAlClientDto' required: true delete: tags: - Integrations/Eclipse summary: Deletes the existing Sleeve Strategy operationId: IntegrationsEclipse_Delete parameters: - name: key in: path required: true schema: type: integer format: int32 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/Eclipse/Firms/ByAlClientId/{key}: get: tags: - Integrations/Eclipse summary: Returns all the Eclipse Firm AlClient information in AdviosrLynx operationId: IntegrationsEclipse_GetFirmsByAlClientId parameters: - name: key in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Interface.IEclipseFirmWithAlClients' xml: name: IEclipseFirmWithAlClients wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Interface.IEclipseFirmWithAlClients' xml: name: IEclipseFirmWithAlClients wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Interface.IEclipseFirmWithAlClients' xml: name: IEclipseFirmWithAlClients wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Interface.IEclipseFirmWithAlClients' xml: name: IEclipseFirmWithAlClients wrapped: true type: array security: - Authorization: [] /v1/Integrations/Eclipse/Firms/DefaultByAlClientId/{key}: get: tags: - Integrations/Eclipse operationId: IntegrationsEclipse_GetDefaultEclipseFirmByAlClientId parameters: - name: key in: path required: true schema: type: integer format: int32 - name: cancellationToken in: header required: true 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: [] summary: Integrations eclipse get default eclipse firm by al client id x-summary-source: derived /v1/Integrations/Eclipse/Firms/SetDefaultEclipseFirmForAlClient: post: tags: - Integrations/Eclipse operationId: IntegrationsEclipse_SetDefaultEclipseFirmForAlClientAsync 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: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Eclipse.MyEclipseSetupDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Eclipse.MyEclipseSetupDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Eclipse.MyEclipseSetupDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Eclipse.MyEclipseSetupDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Eclipse.MyEclipseSetupDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Eclipse.MyEclipseSetupDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Eclipse.MyEclipseSetupDto' required: true summary: Integrations eclipse set default eclipse firm for al client async x-summary-source: derived /v1/Integrations/Eclipse/Households/{clientId}/Portfolios: get: tags: - Integrations/Eclipse summary: Integrations eclipse get porfolios by client id operationId: IntegrationsEclipse_GetPorfoliosByClientId parameters: - name: clientId in: path required: true schema: type: integer format: int32 - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipsePortfolio' xml: name: EclipsePortfolio wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipsePortfolio' xml: name: EclipsePortfolio wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipsePortfolio' xml: name: EclipsePortfolio wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipsePortfolio' xml: name: EclipsePortfolio wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipsePortfolio' xml: name: EclipsePortfolio wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipsePortfolio' xml: name: EclipsePortfolio wrapped: true type: array security: - Authorization: [] x-summary-source: derived /v1/Integrations/Eclipse/Households/{clientId}/TradeOrder/Instances: get: tags: - Integrations/Eclipse summary: Integrations eclipse get trade order instances for household operationId: IntegrationsEclipse_GetTradeOrderInstancesForHousehold parameters: - name: clientId 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: 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: [] x-summary-source: derived /v1/Integrations/Eclipse/Instances/{instanceId}/UpdateStatus: post: tags: - Integrations/Eclipse summary: Integrations eclipse update instance status operationId: IntegrationsEclipse_UpdateInstanceStatus parameters: - name: instanceId in: path required: true schema: type: integer format: int32 - name: isEnabled in: query required: true schema: type: boolean - name: ct in: header required: true - name: isDeleted in: query required: false schema: type: boolean default: false responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeOrder' application/json: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeOrder' text/json: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeOrder' application/xml: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeOrder' text/xml: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeOrder' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeOrder' security: - Authorization: [] x-summary-source: derived /v1/Integrations/Eclipse/ModelAssignment: post: tags: - Integrations/Eclipse summary: Update model assignment for accounts, and sets/update portfolio allocation… operationId: IntegrationsEclipse_ModelAssignmentFromEclipse parameters: - name: ct in: header description: CancellationToken for async 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.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.ModelAssignment' application/json: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.ModelAssignment' text/json: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.ModelAssignment' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.ModelAssignment' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.ModelAssignment' description: Model assignment data. required: true /v1/Integrations/Eclipse/Models/{modelId}: get: tags: - Integrations/Eclipse summary: Integrations eclipse get model operationId: IntegrationsEclipse_GetModel parameters: - name: modelId in: path 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.Integrations.Eclipse.Model.EclipseModel' application/json: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseModel' text/json: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseModel' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseModel' security: - Authorization: [] x-summary-source: derived /v1/Integrations/Eclipse/Models/{modelId}/Allocations: get: tags: - Integrations/Eclipse summary: Integrations eclipse get allocations for model operationId: IntegrationsEclipse_GetAllocationsForModel parameters: - name: modelId in: path required: true schema: type: integer format: int32 - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseModelAllocation' xml: name: EclipseModelAllocation wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseModelAllocation' xml: name: EclipseModelAllocation wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseModelAllocation' xml: name: EclipseModelAllocation wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseModelAllocation' xml: name: EclipseModelAllocation wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseModelAllocation' xml: name: EclipseModelAllocation wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseModelAllocation' xml: name: EclipseModelAllocation wrapped: true type: array security: - Authorization: [] x-summary-source: derived /v1/Integrations/Eclipse/Models/{modelId}/Portfolios/{portfolioId}: post: tags: - Integrations/Eclipse operationId: IntegrationsEclipse_AssignModelToPortfolio parameters: - name: modelId in: path required: true schema: type: integer format: int32 - name: portfolioId in: path 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: [] summary: Integrations eclipse assign model to portfolio x-summary-source: derived delete: tags: - Integrations/Eclipse summary: Integrations eclipse un assign model from portfolio operationId: IntegrationsEclipse_UnAssignModelFromPortfolio parameters: - name: modelId in: path required: true schema: type: integer format: int32 - name: portfolioId in: path 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: [] x-summary-source: derived /v1/Integrations/Eclipse/Models/Search: get: tags: - Integrations/Eclipse summary: Integrations eclipse get models operationId: IntegrationsEclipse_GetModels parameters: - name: search 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.Integrations.Eclipse.Model.EclipseModel' xml: name: EclipseModel wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseModel' xml: name: EclipseModel wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseModel' xml: name: EclipseModel wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseModel' xml: name: EclipseModel wrapped: true type: array security: - Authorization: [] x-summary-source: derived /v1/Integrations/Eclipse/ModelUpdate: post: tags: - Integrations/Eclipse summary: Create, Update, Delete sync of Models from Eclipse to Orion operationId: IntegrationsEclipse_ModelUpdateFromEclipse parameters: - name: ct in: header description: CancellationToken required: true responses: '204': description: No Content security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.ModelEdit' application/json: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.ModelEdit' text/json: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.ModelEdit' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.ModelEdit' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.ModelEdit' description: Model data required: true /v1/Integrations/Eclipse/Portfolio/CustodialInformation: get: tags: - Integrations/Eclipse summary: Returns information about the accounts and or sleeves associated to the account. operationId: IntegrationsEclipse_GetCustodialInformation parameters: - name: accountNumber in: query description: The custodial account number. required: true schema: type: string - name: ct in: header description: CancellationToken required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseCustodianInfo' application/json: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseCustodianInfo' text/json: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseCustodianInfo' application/xml: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseCustodianInfo' text/xml: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseCustodianInfo' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseCustodianInfo' security: - Authorization: [] /v1/Integrations/Eclipse/Portfolio/Portfolios/Update: put: tags: - Integrations/Eclipse summary: Updates the portfolio trade blocked field operationId: IntegrationsEclipse_UpdatePortfolioAsync 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: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseAccountToUpdatePortfolio' application/json: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseAccountToUpdatePortfolio' text/json: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseAccountToUpdatePortfolio' application/xml: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseAccountToUpdatePortfolio' text/xml: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseAccountToUpdatePortfolio' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseAccountToUpdatePortfolio' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseAccountToUpdatePortfolio' description: The object passed containing accountId and tradeBlocked. AccountId passed to find the portfolio. True or false whether the portfolio is trade blocked. required: true /v1/Integrations/Eclipse/PortfolioAssignment: post: tags: - Integrations/Eclipse operationId: IntegrationsEclipse_PortfolioAssignmentFromEclipse 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.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.PortfolioAssignment' application/json: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.PortfolioAssignment' text/json: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.PortfolioAssignment' application/xml: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.PortfolioAssignment' text/xml: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.PortfolioAssignment' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.PortfolioAssignment' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.PortfolioAssignment' required: true summary: Integrations eclipse portfolio assignment from eclipse x-summary-source: derived /v1/Integrations/Eclipse/PortfolioAssignment/InitiateSync: post: tags: - Integrations/Eclipse operationId: IntegrationsEclipse_InitiatePortfolioAssignmentSync parameters: - name: eclipseFirmId in: query required: true schema: type: integer format: int32 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: Integrations eclipse initiate portfolio assignment sync x-summary-source: derived /v1/Integrations/Eclipse/Portfolios: post: tags: - Integrations/Eclipse operationId: EclipsePortfolios_GetEclipsePortfolioIdAsync parameters: - name: ct in: header required: true - name: useServiceAccount in: query required: false schema: type: boolean default: 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: Eclipse portfolios get eclipse portfolio id async x-summary-source: derived /v1/Integrations/Eclipse/Portfolios/{entity}/{entityId}: get: tags: - Integrations/Eclipse operationId: EclipsePortfolios_GetEclipsePortfoliosByEntityAsync parameters: - name: entity in: path required: true schema: 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 - name: entityId in: path required: true schema: type: integer format: int32 - 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: Eclipse portfolios get eclipse portfolios by entity async x-summary-source: derived /v1/Integrations/Eclipse/Portfolios/{portfolioId}: get: tags: - Integrations/Eclipse summary: Integrations eclipse get porfolio by id operationId: IntegrationsEclipse_GetPorfolioById parameters: - name: portfolioId in: path 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.Integrations.Eclipse.Model.EclipsePortfolio' application/json: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipsePortfolio' text/json: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipsePortfolio' application/xml: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipsePortfolio' text/xml: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipsePortfolio' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipsePortfolio' security: - Authorization: [] x-summary-source: derived /v1/Integrations/Eclipse/Portfolios/{portfolioId}/Allocations: get: tags: - Integrations/Eclipse summary: Integrations eclipse get allocations for portfolio operationId: IntegrationsEclipse_GetAllocationsForPortfolio parameters: - name: portfolioId in: path required: true schema: type: integer format: int32 - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipsePortfolioAllocation' xml: name: EclipsePortfolioAllocation wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipsePortfolioAllocation' xml: name: EclipsePortfolioAllocation wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipsePortfolioAllocation' xml: name: EclipsePortfolioAllocation wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipsePortfolioAllocation' xml: name: EclipsePortfolioAllocation wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipsePortfolioAllocation' xml: name: EclipsePortfolioAllocation wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipsePortfolioAllocation' xml: name: EclipsePortfolioAllocation wrapped: true type: array security: - Authorization: [] x-summary-source: derived /v1/Integrations/Eclipse/Portfolios/{portfolioId}/Holdings: get: tags: - Integrations/Eclipse summary: Integrations eclipse get holdings by portfolio operationId: IntegrationsEclipse_GetHoldingsByPortfolio parameters: - name: portfolioId in: path required: true schema: type: integer format: int32 - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseHolding' xml: name: EclipseHolding wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseHolding' xml: name: EclipseHolding wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseHolding' xml: name: EclipseHolding wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseHolding' xml: name: EclipseHolding wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseHolding' xml: name: EclipseHolding wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseHolding' xml: name: EclipseHolding wrapped: true type: array security: - Authorization: [] x-summary-source: derived /v1/Integrations/Eclipse/Portfolios/{portfolioId}/Pending/Model: get: tags: - Integrations/Eclipse summary: Integrations eclipse get pending model for portfolio operationId: IntegrationsEclipse_GetPendingModelForPortfolio parameters: - name: portfolioId in: path 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.Integrations.Eclipse.Model.EclipsePendingModel' application/json: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipsePendingModel' text/json: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipsePendingModel' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipsePendingModel' security: - Authorization: [] x-summary-source: derived /v1/Integrations/Eclipse/Portfolios/{portfolioId}/Rebalance: post: tags: - Integrations/Eclipse summary: Integrations eclipse rebalance portfolio operationId: IntegrationsEclipse_RebalancePortfolio parameters: - name: portfolioId in: path required: true schema: type: integer format: int32 - 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: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseSettings' application/json: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseSettings' text/json: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseSettings' application/xml: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseSettings' text/xml: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseSettings' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseSettings' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseSettings' required: true x-summary-source: derived /v1/Integrations/Eclipse/Portfolios/{portfolioId}/V2Allocations: get: tags: - Integrations/Eclipse summary: Integrations eclipse get allocations for portfolio V2 operationId: IntegrationsEclipse_GetAllocationsForPortfolioV2 parameters: - name: portfolioId in: path 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.Integrations.Eclipse.Models.EclipseV2PortfolioAllocationDto' application/json: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Models.EclipseV2PortfolioAllocationDto' text/json: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Models.EclipseV2PortfolioAllocationDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Models.EclipseV2PortfolioAllocationDto' security: - Authorization: [] x-summary-source: derived /v1/Integrations/Eclipse/Portfolios/ByOrionAccount/Rebalance: post: tags: - Integrations/Eclipse summary: Integrations eclipse rebalance by orion accounts operationId: IntegrationsEclipse_RebalanceByOrionAccounts parameters: - name: ct in: header required: true - name: eclipseFirmId in: query required: false schema: type: string responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeOrder' xml: name: EclipseTradeOrder wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeOrder' xml: name: EclipseTradeOrder wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeOrder' xml: name: EclipseTradeOrder wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeOrder' xml: name: EclipseTradeOrder wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeOrder' xml: name: EclipseTradeOrder wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeOrder' xml: name: EclipseTradeOrder 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 description: A list of Orion Account Ids to run rebalances on required: true x-summary-source: derived /v1/Integrations/Eclipse/Privileges: get: tags: - Integrations/Eclipse summary: Integrations eclipse get privileges operationId: IntegrationsEclipse_GetPrivileges parameters: - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipsePrivilege' xml: name: EclipsePrivilege wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipsePrivilege' xml: name: EclipsePrivilege wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipsePrivilege' xml: name: EclipsePrivilege wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipsePrivilege' xml: name: EclipsePrivilege wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipsePrivilege' xml: name: EclipsePrivilege wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipsePrivilege' xml: name: EclipsePrivilege wrapped: true type: array security: - Authorization: [] x-summary-source: derived /v1/Integrations/Eclipse/Securities/Search: get: tags: - Integrations/Eclipse summary: Integrations eclipse get securities operationId: IntegrationsEclipse_GetSecurities parameters: - name: search 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.Integrations.Eclipse.Model.EclipseSecurity' xml: name: EclipseSecurity wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseSecurity' xml: name: EclipseSecurity wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseSecurity' xml: name: EclipseSecurity wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseSecurity' xml: name: EclipseSecurity wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseSecurity' xml: name: EclipseSecurity wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseSecurity' xml: name: EclipseSecurity wrapped: true type: array security: - Authorization: [] x-summary-source: derived /v1/Integrations/Eclipse/Securities/Search/{resultsCount}: get: tags: - Integrations/Eclipse summary: Integrations eclipse get V1 integrations eclipse securities search by results… operationId: IntegrationsEclipse_GetV1IntegrationsEclipseSecuritiesSearchByResultsCount parameters: - name: resultsCount in: path required: true schema: type: integer format: int32 - name: search 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.Integrations.Eclipse.Model.EclipseSecurity' xml: name: EclipseSecurity wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseSecurity' xml: name: EclipseSecurity wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseSecurity' xml: name: EclipseSecurity wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseSecurity' xml: name: EclipseSecurity wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseSecurity' xml: name: EclipseSecurity wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseSecurity' xml: name: EclipseSecurity wrapped: true type: array security: - Authorization: [] x-summary-source: derived /v1/Integrations/Eclipse/TradeAnalysisReports: post: tags: - Integrations/Eclipse operationId: IntegrationsEclipse_ReverseSyncTradeAnalysisReports 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.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.TradeAnalysisReport' application/json: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.TradeAnalysisReport' text/json: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.TradeAnalysisReport' application/xml: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.TradeAnalysisReport' text/xml: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.TradeAnalysisReport' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.TradeAnalysisReport' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.TradeAnalysisReport' required: true summary: Integrations eclipse reverse sync trade analysis reports x-summary-source: derived /v1/Integrations/Eclipse/TradeOrder/Distributions: post: tags: - Integrations/Eclipse summary: Integrations eclipse generate distribution trade operationId: IntegrationsEclipse_GenerateDistributionTrade parameters: - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeOrder' application/json: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeOrder' text/json: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeOrder' application/xml: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeOrder' text/xml: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeOrder' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeOrder' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseDistributionTrade' application/json: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseDistributionTrade' text/json: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseDistributionTrade' application/xml: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseDistributionTrade' text/xml: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseDistributionTrade' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseDistributionTrade' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseDistributionTrade' required: true x-summary-source: derived /v1/Integrations/Eclipse/TradeOrder/Instances/{tradeOrderInstanceId}/Trades: get: tags: - Integrations/Eclipse summary: Integrations eclipse get trades for trade order instance operationId: IntegrationsEclipse_GetTradesForTradeOrderInstance parameters: - name: tradeOrderInstanceId in: path required: true schema: type: integer format: int32 - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeOrderObject' xml: name: EclipseTradeOrderObject wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeOrderObject' xml: name: EclipseTradeOrderObject wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeOrderObject' xml: name: EclipseTradeOrderObject wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeOrderObject' xml: name: EclipseTradeOrderObject wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeOrderObject' xml: name: EclipseTradeOrderObject wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeOrderObject' xml: name: EclipseTradeOrderObject wrapped: true type: array security: - Authorization: [] x-summary-source: derived /v1/Integrations/Eclipse/TradeOrder/Trades: post: tags: - Integrations/Eclipse summary: Integrations eclipse generate trades operationId: IntegrationsEclipse_GenerateTrades parameters: - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeOrder' xml: name: EclipseTradeOrder wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeOrder' xml: name: EclipseTradeOrder wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeOrder' xml: name: EclipseTradeOrder wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeOrder' xml: name: EclipseTradeOrder wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeOrder' xml: name: EclipseTradeOrder wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeOrder' xml: name: EclipseTradeOrder wrapped: true type: array security: - Authorization: [] requestBody: content: text/plain: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTrade' xml: name: EclipseTrade wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTrade' xml: name: EclipseTrade wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTrade' xml: name: EclipseTrade wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTrade' xml: name: EclipseTrade wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTrade' xml: name: EclipseTrade wrapped: true type: array application/x-www-form-urlencoded: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTrade' xml: name: EclipseTrade wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTrade' xml: name: EclipseTrade wrapped: true type: array required: true x-summary-source: derived /v1/Integrations/Eclipse/TradeOrder/Trades/Validate: post: tags: - Integrations/Eclipse summary: Integrations eclipse validate trades operationId: IntegrationsEclipse_ValidateTrades parameters: - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeValidateResponse' xml: name: EclipseTradeValidateResponse wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeValidateResponse' xml: name: EclipseTradeValidateResponse wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeValidateResponse' xml: name: EclipseTradeValidateResponse wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeValidateResponse' xml: name: EclipseTradeValidateResponse wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeValidateResponse' xml: name: EclipseTradeValidateResponse wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeValidateResponse' xml: name: EclipseTradeValidateResponse wrapped: true type: array security: - Authorization: [] requestBody: content: text/plain: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTrade' xml: name: EclipseTrade wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTrade' xml: name: EclipseTrade wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTrade' xml: name: EclipseTrade wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTrade' xml: name: EclipseTrade wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTrade' xml: name: EclipseTrade wrapped: true type: array application/x-www-form-urlencoded: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTrade' xml: name: EclipseTrade wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTrade' xml: name: EclipseTrade wrapped: true type: array required: true x-summary-source: derived /v1/Integrations/Eclipse/TradeOrders/Instances/{tradeOrderInstanceId}: delete: tags: - Integrations/Eclipse summary: Integrations eclipse delete trade order instance operationId: IntegrationsEclipse_DeleteTradeOrderInstance parameters: - name: tradeOrderInstanceId in: path required: true schema: type: integer format: int32 - 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: [] x-summary-source: derived /v1/Integrations/Eclipse/Trading/RaiseCash/Methods: get: tags: - Integrations/Eclipse summary: Integrations eclipse get raise cash trade methods operationId: IntegrationsEclipse_GetRaiseCashTradeMethods parameters: - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeMethod' xml: name: EclipseTradeMethod wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeMethod' xml: name: EclipseTradeMethod wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeMethod' xml: name: EclipseTradeMethod wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeMethod' xml: name: EclipseTradeMethod wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeMethod' xml: name: EclipseTradeMethod wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeMethod' xml: name: EclipseTradeMethod wrapped: true type: array security: - Authorization: [] x-summary-source: derived /v1/Integrations/Eclipse/Trading/SpendCash/Methods: get: tags: - Integrations/Eclipse summary: Integrations eclipse get spend cash trade methods operationId: IntegrationsEclipse_GetSpendCashTradeMethods parameters: - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeMethod' xml: name: EclipseTradeMethod wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeMethod' xml: name: EclipseTradeMethod wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeMethod' xml: name: EclipseTradeMethod wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeMethod' xml: name: EclipseTradeMethod wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeMethod' xml: name: EclipseTradeMethod wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseTradeMethod' xml: name: EclipseTradeMethod wrapped: true type: array security: - Authorization: [] x-summary-source: derived /v1/Integrations/Eclipse/UpdateDoNotTrade: post: tags: - Integrations/Eclipse summary: With the release of the Multi-Trade Block Feature, this endpoint will no longer… operationId: IntegrationsEclipse_ReverseSyncUpdateDoNotTradeByListAsync 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 deprecated: true security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.UpdateDoNotTrade' application/json: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.UpdateDoNotTrade' text/json: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.UpdateDoNotTrade' application/xml: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.UpdateDoNotTrade' text/xml: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.UpdateDoNotTrade' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.UpdateDoNotTrade' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.UpdateDoNotTrade' required: true /v1/Integrations/Eclipse/UpdateSma: post: tags: - Integrations/Eclipse operationId: IntegrationsEclipse_ReverseSyncUpdateAccountSmaByListAsync 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: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.UpdateAccountSma' application/json: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.UpdateAccountSma' text/json: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.UpdateAccountSma' application/xml: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.UpdateAccountSma' text/xml: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.UpdateAccountSma' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.UpdateAccountSma' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.UpdateAccountSma' required: true summary: Integrations eclipse reverse sync update account sma by list async x-summary-source: derived /v1/Integrations/Eclipse/User/Privileges: get: tags: - Integrations/Eclipse summary: Integrations eclipse get user privileges operationId: IntegrationsEclipse_GetUserPrivileges parameters: - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseUserPrivilege' xml: name: EclipseUserPrivilege wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseUserPrivilege' xml: name: EclipseUserPrivilege wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseUserPrivilege' xml: name: EclipseUserPrivilege wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseUserPrivilege' xml: name: EclipseUserPrivilege wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseUserPrivilege' xml: name: EclipseUserPrivilege wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseUserPrivilege' xml: name: EclipseUserPrivilege wrapped: true type: array security: - Authorization: [] x-summary-source: derived components: schemas: OAS.Integrations.Eclipse.Models.EclipseModelSubClassDto: properties: subClassId: type: integer format: int32 subClassName: type: string pendingInAmount: type: number format: double pendingInPercent: type: number format: double targetInAmount: type: number format: double targetInPercent: type: number format: double currentInAmount: type: number format: double currentInPercent: type: number format: double accountId: type: integer format: int32 aggregatedCurrentAmount: type: number format: double aggregatedCurrentPercent: type: number format: double aggregatedPostAmount: type: number format: double aggregatedPostPercent: type: number format: double effectiveTargetAmount: type: number format: double effectiveTargetPercentage: type: number format: double isMACSecurity: type: integer format: int64 isSMANode: type: integer format: int64 modelElementId: type: integer format: int32 modelId: type: integer format: int64 name: type: string nodeId: type: integer format: int64 parentModelDetailId: type: integer format: int32 portfolioId: type: integer format: int32 relatedType: type: string relatedTypeId: type: integer format: int64 securityName: type: string symbol: type: string inTolerance: type: boolean xml: name: EclipseModelSubClassDto type: object OAS.Integrations.Eclipse.EclipseInitV2ImportOnEclipseRequest: required: - firmId - isFullExtract properties: firmId: type: integer format: int32 isFullExtract: type: boolean xml: name: EclipseInitV2ImportOnEclipseRequest type: object OAS.Integrations.Eclipse.Models.EclipseV2PortfolioAllocationDto: properties: portfolioId: type: integer format: int32 needAnalytics: type: integer format: int32 failedReason: type: string totalAUM: type: number format: double setAsideCash: type: number format: double reserveCash: type: number format: double reserveCashPercent: type: number format: double setAsideCashPercent: type: number format: double securities: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Models.EclipseSecurityDto' xml: name: EclipseSecurityDto wrapped: true type: array categories: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Models.EclipseModelCategoryDto' xml: name: EclipseModelCategoryDto wrapped: true type: array classes: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Models.EclipseModelClassDto' xml: name: EclipseModelClassDto wrapped: true type: array subClasses: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Models.EclipseModelSubClassDto' xml: name: EclipseModelSubClassDto wrapped: true type: array xml: name: EclipseV2PortfolioAllocationDto type: object OAS.Eclipse.Lambda.Model.ModelEdit: properties: 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: ModelEdit type: object OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.UpdateDoNotTrade: properties: data: items: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.UpdateDoNotTrade' xml: name: UpdateDoNotTrade wrapped: true type: array orionBaseUrl: type: string eclipseBaseUrl: type: string eclipseFirmId: type: integer format: int32 orionFirmId: type: integer format: int32 firmId: type: integer format: int32 type: type: string orionToken: type: string eclipseToken: type: string userName: type: string orionUserDetailId: type: integer format: int32 timeStamp: type: string format: date-time logId: example: 00000000-0000-0000-0000-000000000000 type: string format: uuid xml: name: EclipseSyncMessageList`1 type: object OAS.Eclipse.Lambda.Model.TradeAnalysisReport: properties: PortfolioId: type: integer format: int32 PortfolioName: type: string FirmId: type: integer format: int32 householdIds: items: type: integer format: int32 type: array TradeAnalysisReportUrl: type: string xml: name: TradeAnalysisReport type: object OAS.Integrations.Eclipse.EclipseAccount: properties: id: type: integer format: int32 orionFirmId: type: integer format: int32 externalId: type: integer format: int32 accountId: type: string accountNumber: type: string accountName: type: string portfolioId: type: string portfolioName: type: string householdId: type: integer format: int32 householdName: type: string accountType: type: string taxable: type: integer format: int32 accountYTDRealizedSTGL: type: number format: double accountYTDRealizedLTGL: type: number format: double sSN: type: string sweepSymbol: type: string sleeveType: type: string sleeveTarget: type: number format: double sleeveTargetType: type: integer format: int32 sleeveContributionPercent: type: number format: double sleeveDistributionPercent: type: number format: double sleeveToleranceLower: type: number format: double sleeveToleranceUpper: type: number format: double sMA: type: boolean sMATradeable: type: integer format: int32 billingAccount: type: integer format: int32 systematicAmount: type: number format: double systematicDate: type: string hashedSSN: type: string sleeveStrategyName: type: string sleeveContributionMethod: type: integer format: int32 sleeveDistributionMethod: type: integer format: int32 registrationId: type: integer format: int32 eclipseModelId: type: integer format: int32 custodialAccountNumber: type: string custodianName: type: string advisorName: type: string advisorExternalId: type: integer format: int32 holdings: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Holding' xml: name: Holding wrapped: true type: array realizedGainLosses: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Realizedgainloss' xml: name: Realizedgainloss wrapped: true type: array securities: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Security' xml: name: Security wrapped: true type: array taxLots: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Taxlot' xml: name: Taxlot wrapped: true type: array transactions: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Transaction' xml: name: Transaction wrapped: true type: array doNotTrade: type: integer format: int32 excludeRebalanceSleeve: type: integer format: int32 monthlySystematicWithdrawal: type: number format: double nextMonthlySystematicWithdrawalDate: type: string quarterlySystematicWithdrawal: type: number format: double nextQuarterlySystematicWithdrawalDate: type: string semiAnnualSystematicWithdrawal: type: number format: double nextSemiAnnualSystematicWithdrawalDate: type: string annualSystematicWithdrawal: type: number format: double nextAnnualSystematicWithdrawalDate: type: string systematicPurchase: type: number format: double nextSystematicPurchaseDate: type: string sleeveStrategyId: type: string sleeveStrategyAggregateName: type: string sleeveStrategyAggregateId: type: string dcaAmount: type: number format: double dcaDate: type: string xml: name: EclipseAccount type: object OAS.Integrations.Eclipse.Model.EclipsePendingModel: properties: portfolioId: type: integer format: int32 modelId: type: integer format: int32 createdDate: type: string format: date-time model: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseModel' xml: name: EclipsePendingModel type: object OAS.WebApi.DTO.Integrations.Eclipse.EclipseFirmWithAlClientDto: properties: alClients: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Eclipse.EclipseFirmAlClientDto' xml: name: EclipseFirmAlClientDto wrapped: true type: array eclipseFirmId: type: integer format: int32 name: type: string createdBy: type: string createdDate: type: string format: date-time editedBy: type: string editedDate: type: string format: date-time syncDate: type: string format: date-time syncBy: type: string syncStatus: type: string canDelete: type: boolean accountNameType: description: 'Contains a value such as FullName or lastFirst which indicates how the account name is configured to be displayed.' type: string assetClassMapping: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Eclipse.AssetClassMapping' description: Contains the mapping definitions for AssetClasses which indicate how assets should be classified xml: name: EclipseFirmWithAlClientDto type: object OAS.Integrations.Eclipse.Model.EclipsSecurityAsset: properties: id: type: integer format: int32 meId: type: integer format: int32 color: type: string xml: name: EclipsSecurityAsset type: object OAS.Integrations.Eclipse.Model.EclipseDistributionSleevedPortfolios: properties: id: type: integer format: int32 amount: type: number format: double xml: name: EclipseDistributionSleevedPortfolios type: object OAS.Integrations.Eclipse.Model.EclipsePortfolio: properties: id: type: integer format: int32 name: type: string model: type: string managedValue: type: number format: double targetCash: type: number format: double currentCash: type: number format: double pendingCash: type: number format: double detail: type: object accounts: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseAccount' xml: name: EclipseAccount wrapped: true type: array xml: name: EclipsePortfolio 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.Trades: properties: accountId: type: integer format: int32 orionAccountId: type: integer format: int32 accountNumber: type: string securityExternalId: type: integer format: int32 securityName: type: string securityTicker: type: string securityPrice: type: number format: double tradesId: type: integer format: int32 tradesCreatedDate: type: string format: date-time tradesEstAmount: type: number format: double tradesOrderQty: type: number format: double tradesAction: type: string positionExternalId: type: integer format: int32 tradesStatus: type: string description: type: string isTradeGeneratedDuringJournalOnlyRebalance: type: boolean tranLinkCode: type: string xml: name: Trades type: object OAS.Integrations.Eclipse.Models.EclipseModelClassDto: properties: classId: type: integer format: int32 className: type: string pendingInAmount: type: number format: double pendingInPercent: type: number format: double targetInAmount: type: number format: double targetInPercent: type: number format: double currentInAmount: type: number format: double currentInPercent: type: number format: double accountId: type: integer format: int32 aggregatedCurrentAmount: type: number format: double aggregatedCurrentPercent: type: number format: double aggregatedPostAmount: type: number format: double aggregatedPostPercent: type: number format: double effectiveTargetAmount: type: number format: double effectiveTargetPercentage: type: number format: double isMACSecurity: type: integer format: int64 isSMANode: type: integer format: int64 modelElementId: type: integer format: int32 modelId: type: integer format: int64 name: type: string nodeId: type: integer format: int64 parentModelDetailId: type: integer format: int32 portfolioId: type: integer format: int32 relatedType: type: string relatedTypeId: type: integer format: int64 securityName: type: string symbol: type: string inTolerance: type: boolean xml: name: EclipseModelClassDto type: object OAS.Integrations.Eclipse.Transaction: properties: externalId: type: integer format: int32 symbol: type: string tradeDate: type: string quantity: type: number format: double amount: type: number format: double type: type: string action: type: string tradeCost: type: number format: double eclipseTradeOrderId: type: integer format: int32 status: type: string xml: name: Transaction type: object OAS.Integrations.Eclipse.Model.EclipseModelChild: properties: id: type: integer format: int32 name: type: string modelDetailId: type: integer format: int32 modelTypeId: type: integer format: int32 targetPercent: type: number format: double lowerModelTolerancePercent: type: number format: double upperModelTolerancePercent: type: number format: double toleranceTypeValue: type: integer format: int32 rank: type: integer format: int32 lowerModelToleranceAmount: type: number format: double upperModelToleranceAmount: type: number format: double lowerTradeTolerancePercent: type: number format: double upperTradeTolerancePercent: type: number format: double isEdited: type: boolean isSubstituted: type: boolean substitutedOf: type: integer format: int32 securityAsset: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipsSecurityAsset' children: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseModelChild' xml: name: EclipseModelChild wrapped: true type: array addedElements: items: type: integer format: int32 type: array modifiedElements: items: type: integer format: int32 type: array removedElements: items: type: integer format: int32 type: array isNewlySubstitutedNode: type: boolean isEditSubstituted: type: boolean xml: name: EclipseModelChild type: object OAS.WebApi.DTO.ValidateImport.ValidateOrderDto: properties: accountId: type: integer format: int32 accountNumber: type: string action: type: string ticker: type: string dollars: type: number format: double shares: type: number format: double percent: type: number format: double productId: type: integer format: int32 message: type: string tradeType: type: string enum: - Undefined - Shares - Dollars - Percent navPrice: type: number format: double side: type: string amount: type: number format: double exchangeTicker: type: string exchangeProductId: type: integer format: int32 cashTradeAmount: type: number format: double cashValuePostTrade: type: number format: double isValid: type: boolean validationMessage: type: string warningMessage: type: string xml: name: ValidateOrderDto type: object OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfSystem.Int32: properties: data: items: type: integer format: int32 type: array orionBaseUrl: type: string eclipseBaseUrl: type: string eclipseFirmId: type: integer format: int32 orionFirmId: type: integer format: int32 firmId: type: integer format: int32 type: type: string orionToken: type: string eclipseToken: type: string userName: type: string orionUserDetailId: type: integer format: int32 timeStamp: type: string format: date-time logId: example: 00000000-0000-0000-0000-000000000000 type: string format: uuid xml: name: EclipseSyncMessageList`1 type: object OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.PendingTransactions: properties: data: items: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.PendingTransactions' xml: name: PendingTransactions wrapped: true type: array orionBaseUrl: type: string eclipseBaseUrl: type: string eclipseFirmId: type: integer format: int32 orionFirmId: type: integer format: int32 firmId: type: integer format: int32 type: type: string orionToken: type: string eclipseToken: type: string userName: type: string orionUserDetailId: type: integer format: int32 timeStamp: type: string format: date-time logId: example: 00000000-0000-0000-0000-000000000000 type: string format: uuid xml: name: EclipseSyncMessageList`1 type: object OAS.WebApi.DTO.Interface.IEclipseFirmWithAlClients: properties: alClients: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Eclipse.EclipseFirmAlClientDto' xml: name: EclipseFirmAlClientDto wrapped: true type: array eclipseFirmId: type: integer format: int32 accountNameType: type: string createdBy: type: string createdDate: type: string format: date-time name: readOnly: true type: string syncDate: type: string format: date-time syncBy: type: string syncStatus: type: string editedBy: type: string editedDate: type: string format: date-time canDelete: readOnly: true type: boolean xml: name: IEclipseFirmWithAlClients type: object OAS.Integrations.Eclipse.EclipseAccountResponse: properties: id: type: integer format: int32 name: type: string portfolio: type: string portfolioId: type: integer format: int32 accountId: type: string restrictedPlanId: type: integer format: int32 orionConnectFirmId: type: integer format: int32 orionConnectExternalId: type: integer format: int32 astroEnabled: type: boolean isDoNotBuySell: type: boolean needAnalyticsStatus: type: string tags: type: string xml: name: EclipseAccountResponse type: object OAS.Eclipse.Lambda.Model.UpdateDoNotTrade: properties: OrionConnectExternalId: type: integer format: int32 EclipseAccountId.: type: string IsTradeBlocked: type: boolean xml: name: UpdateDoNotTrade type: object OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.ModelAssignment: properties: data: items: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.ModelAssignment' xml: name: ModelAssignment wrapped: true type: array orionBaseUrl: type: string eclipseBaseUrl: type: string eclipseFirmId: type: integer format: int32 orionFirmId: type: integer format: int32 firmId: type: integer format: int32 type: type: string orionToken: type: string eclipseToken: type: string userName: type: string orionUserDetailId: type: integer format: int32 timeStamp: type: string format: date-time logId: example: 00000000-0000-0000-0000-000000000000 type: string format: uuid xml: name: EclipseSyncMessageList`1 type: object OAS.WebApi.DTO.Integrations.Eclipse.EclipseFirmDto: properties: eclipseFirmId: type: integer format: int32 name: type: string createdBy: type: string createdDate: type: string format: date-time editedBy: type: string editedDate: type: string format: date-time syncDate: type: string format: date-time syncBy: type: string syncStatus: type: string canDelete: type: boolean accountNameType: description: 'Contains a value such as FullName or lastFirst which indicates how the account name is configured to be displayed.' type: string assetClassMapping: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Eclipse.AssetClassMapping' description: Contains the mapping definitions for AssetClasses which indicate how assets should be classified xml: name: EclipseFirmDto type: object OAS.Integrations.Eclipse.Model.EclipseDistributionAccount: properties: id: type: integer format: int32 amount: type: number format: double xml: name: EclipseDistributionAccount type: object OAS.Eclipse.Lambda.Model.PortfolioAssignment: required: - orionFirmId - clientId - eclipsePortfolioId - eclipsePortfolioName - accounts properties: orionFirmId: type: integer format: int32 clientId: type: integer format: int32 eclipsePortfolioId: type: integer format: int32 eclipsePortfolioName: type: string orionPortfolioGroupId: type: integer format: int32 orionPortfolioGroupName: type: string accounts: items: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.PortfolioAssignmentAccount' xml: name: PortfolioAssignmentAccount wrapped: true type: array xml: name: PortfolioAssignment type: object OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.TradeAnalysisReport: properties: data: items: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.TradeAnalysisReport' xml: name: TradeAnalysisReport wrapped: true type: array orionBaseUrl: type: string eclipseBaseUrl: type: string eclipseFirmId: type: integer format: int32 orionFirmId: type: integer format: int32 firmId: type: integer format: int32 type: type: string orionToken: type: string eclipseToken: type: string userName: type: string orionUserDetailId: type: integer format: int32 timeStamp: type: string format: date-time logId: example: 00000000-0000-0000-0000-000000000000 type: string format: uuid xml: name: EclipseSyncMessageList`1 type: object OAS.Integrations.Eclipse.Model.EclipseSecurity: properties: id: type: integer format: int32 name: type: string orionConnectExternalId: type: integer format: int32 symbol: type: string price: type: number format: double status: type: string securityType: type: string securityTypeId: type: integer format: int32 assetCategoryId: type: integer format: int32 assetClassId: type: integer format: int32 assetSubClassId: type: integer format: int32 custodialCash: type: boolean xml: name: EclipseSecurity type: object OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.Trades: properties: data: items: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.Trades' xml: name: Trades wrapped: true type: array orionBaseUrl: type: string eclipseBaseUrl: type: string eclipseFirmId: type: integer format: int32 orionFirmId: type: integer format: int32 firmId: type: integer format: int32 type: type: string orionToken: type: string eclipseToken: type: string userName: type: string orionUserDetailId: type: integer format: int32 timeStamp: type: string format: date-time logId: example: 00000000-0000-0000-0000-000000000000 type: string format: uuid xml: name: EclipseSyncMessageList`1 type: object OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.ModelEdit: properties: data: items: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.ModelEdit' xml: name: ModelEdit wrapped: true type: array orionBaseUrl: type: string eclipseBaseUrl: type: string eclipseFirmId: type: integer format: int32 orionFirmId: type: integer format: int32 firmId: type: integer format: int32 type: type: string orionToken: type: string eclipseToken: type: string userName: type: string orionUserDetailId: type: integer format: int32 timeStamp: type: string format: date-time logId: example: 00000000-0000-0000-0000-000000000000 type: string format: uuid xml: name: EclipseSyncMessageList`1 type: object OAS.Eclipse.Lambda.Model.PortfolioAssignmentAccount: required: - eclipseAccountId - orionAccountId properties: eclipseAccountId: type: integer format: int32 orionAccountId: type: integer format: int32 xml: name: PortfolioAssignmentAccount type: object OAS.Integrations.Eclipse.Models.EclipseSecurityDto: properties: id: type: integer format: int32 isMACSecurity: type: integer format: int64 name: type: string pendingInAmt: type: number format: double pendingInPercent: type: number format: double securityId: type: integer format: int32 securitySetId: type: integer format: int32 securitySetName: type: string symbol: type: string targetInAmt: type: number format: double targetInPercent: type: number format: double currentInAmt: type: number format: double currentInPercent: type: number format: double parentModelDetailId: type: integer format: int32 smaLevel: type: string modelElementId: type: integer format: int32 isPortfolioSecurity: type: boolean inTolerance: type: boolean xml: name: EclipseSecurityDto type: object OAS.Integrations.Eclipse.Model.EclipseTradeOrderObject: properties: id: type: integer format: int32 isEnabled: type: boolean status: type: string account: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.AccountSimple' warningMessage: type: string action: type: string orderQty: type: number format: double tradePercent: type: number format: double cashValuePostTrade: type: number format: double estimateAmount: type: number format: double price: type: number format: double createdBy: type: string createdDate: type: string instanceDescription: type: string custodian: type: string security: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.SecurityExtended' cashValue: type: number format: double pendingUnits: type: string tradePercentOfAccount: type: number format: double representativeName: type: string currentModelName: type: string handleInst: type: string instanceId: type: integer format: int32 xml: name: EclipseTradeOrderObject type: object OAS.Integrations.Eclipse.Model.SecurityExtended: properties: id: type: integer format: int32 externalId: type: integer format: int32 symbol: type: string name: type: string price: type: number format: float securityType: type: string assetCategory: type: string assetClass: type: string subClass: type: string maturityDate: type: string isCustodialCash: type: boolean xml: name: SecurityExtended type: object OAS.Integrations.Eclipse.Model.EclipseTradeOrder: properties: id: type: integer format: int32 tradeInstanceId: type: integer format: int32 requestType: type: string isEnabled: type: boolean notes: type: string errorMessage: type: string orderCount: type: number format: double executeStatus: type: string closeOrderCount: type: number format: double entity: type: string openOrderCount: type: number format: double errorStatus: type: boolean instanceDescription: type: string orderQty: type: number format: double account: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.AccountSimple' security: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.SecurityExtended' cashValue: type: number format: double warningMessage: type: string createdDate: type: string format: date-time xml: name: EclipseTradeOrder type: object OAS.WebApi.DTO.Integrations.Eclipse.EclipseAccountTradeInfoDto: properties: cashValue: type: number format: double cashValuePostTrade: type: number format: double minimumCashDollarAmount: type: number format: double xml: name: EclipseAccountTradeInfoDto type: object OAS.Eclipse.Lambda.Model.TLHSecurity: properties: productId: type: integer format: int32 xml: name: TLHSecurity type: object OAS.Integrations.Eclipse.Taxlot: properties: externalId: type: string symbol: type: string dateAcquired: type: string quantity: type: number format: double costAmount: type: number format: double costPerShare: type: number format: double price: type: number format: double marketValue: type: number format: double priceDate: type: string format: date-time isLongTerm: type: boolean xml: name: Taxlot type: object OAS.Integrations.Eclipse.Model.EclipseTrade: properties: accountId: type: integer format: int32 portfolioId: type: integer format: int32 actionId: type: string securityId: type: integer format: int32 symbol: type: string dollarAmount: type: number format: double quantity: type: number format: double percentage: type: number format: double isSendImmediately: type: boolean xml: name: EclipseTrade type: object OAS.Integrations.Eclipse.Model.EclipseModel: properties: id: type: integer format: int32 name: type: string description: type: string nameSpace: type: string statusId: type: integer format: int32 status: type: string currentStatusId: type: integer format: int32 currentStatus: type: string tags: type: string ownerUserId: type: integer format: int32 ownerUser: type: string strategistId: type: integer format: int32 rank: type: integer format: int32 approvedBy: type: integer format: int32 managementStyleId: type: integer format: int32 managementStyle: type: string isCommunityModel: type: boolean byCommunity: type: boolean communityModelId: type: integer format: int32 isSubstitutedForSleeve: type: boolean lastSyncDate: type: string format: date-time approvedByUserId: type: integer format: int32 approvedByUser: type: string isDynamic: type: boolean isDeleted: type: boolean createdOn: type: string format: date-time editedOn: type: string format: date-time createdBy: type: string editedBy: type: string isSMA: type: boolean teamIds: items: type: integer format: int32 type: array teamId: type: integer format: int32 macStatus: type: integer format: int32 modelDetail: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseModelDetail' portfolioCount: type: integer format: int32 sleeveCount: type: integer format: int32 modelAUM: type: number format: double forcefulModelSave: type: boolean updateOtherModels: type: boolean isSleeved: type: boolean targetPercentUpdated: type: boolean substitutedModelId: type: integer format: int32 substitutedFor: type: integer format: int32 astroEnabled: type: boolean syncToAstro: type: boolean astroUsage: type: string enum: - Undefined - Disabled - Restricted - FullAccess astroTemplateId: type: string xml: name: EclipseModel type: object OAS.Integrations.Eclipse.EclipseExtractRequestV2: required: - eclipseFirmIds - importType properties: eclipseFirmIds: items: type: integer format: int32 type: array apiUri: type: string correlationId: example: 00000000-0000-0000-0000-000000000000 type: string format: uuid importType: type: string s3BucketPath: type: string bucketName: type: string xml: name: EclipseExtractRequestV2 type: object OAS.WebApi.DTO.Integrations.Eclipse.AssetClassMapping: properties: classMappingType: type: string enum: - AssetCategory - AssetClass - RiskCategory subClassMappingType: type: string enum: - AssetCategory - AssetClass - RiskCategory categoryMappingType: type: string enum: - AssetCategory - AssetClass - RiskCategory xml: name: AssetClassMapping type: object OAS.WebApi.DTO.Integrations.Eclipse.MyEclipseSetupDto: description: 'Used by the "My Eclipse Setup" page to update certain Eclipse-related fields in the context of a specific AlClient' required: - selectedDefaultEclipseFirmId properties: targetAlClientId: description: 'The alClient the update request is targeting This will be validated against the firm the user is currently logged into.' type: integer format: int32 maximum: 2147483647 minimum: 1 selectedDefaultEclipseFirmId: description: 'The Eclipse Firm ID of the firm that should be the defaul for the TargetAlClient.' type: integer format: int32 xml: name: MyEclipseSetupDto type: object OAS.Integrations.Eclipse.Model.EclipseCustodianInfo: properties: portfolioId: type: integer format: int32 custodialAccountNumber: type: string name: type: string accounts: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseCustodianInfoAccount' xml: name: EclipseCustodianInfoAccount wrapped: true type: array xml: name: EclipseCustodianInfo type: object OAS.Integrations.Eclipse.Model.EclipseCustodianInfoAccount: properties: accountName: type: string accountType: type: string accountId: type: integer format: int32 externalId: type: integer format: int32 tradingProgress: type: boolean incompatibleAssets: type: boolean hasInvestmentRestrictions: type: boolean pendingModelChange: type: string format: date-time initialInvestmentOccured: type: string format: date-time lastRebalnceDate: type: string format: date-time accountLevel: type: string xml: name: EclipseCustodianInfoAccount type: object OAS.Integrations.Eclipse.Model.EclipseHolding: properties: id: type: integer format: int32 accountId: type: integer format: int32 accountNumber: type: string securityName: type: string securitySymbol: type: string securityId: type: integer format: int32 price: type: number format: double shares: type: number format: double value: type: number format: double currentInPer: type: number format: double targetInPer: type: number format: double pendingShares: type: number format: double pendingValue: type: number format: double pendingInPer: type: number format: double excluded: type: string inModel: type: string isDeleted: type: boolean isCash: type: string xml: name: EclipseHolding type: object OAS.Integrations.Eclipse.Model.EclipseTradeValidateResponse: properties: message: type: string tradeAmount: type: number format: double cashValuePostTrade: type: number format: double warningMessage: items: type: string type: array xml: name: EclipseTradeValidateResponse type: object OAS.Integrations.Eclipse.Security: properties: externalId: type: integer format: int32 symbol: type: string name: type: string price: type: number format: float securityType: type: string assetCategory: type: string assetClass: type: string subClass: type: string maturityDate: type: string isCustodialCash: type: boolean xml: name: Security type: object OAS.WebApi.DTO.Trading.CurrentAccountModelDto: properties: currentPercent: type: number format: double currentValue: type: number format: double currentShares: type: number format: double productCategoryName: type: string 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: CurrentAccountModelDto type: object OAS.Integrations.Eclipse.Model.EclipseDistributionEmphasizedAccount: properties: id: type: integer format: int32 node: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseDistributionEmphasizedNode' xml: name: EclipseDistributionEmphasizedNode wrapped: true type: array xml: name: EclipseDistributionEmphasizedAccount type: object OAS.Eclipse.Lambda.Model.ModelAssignment: properties: 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: ModelAssignment type: object OAS.Integrations.Eclipse.Model.EclipseDistributionTrade: properties: selectedMethodId: type: integer format: int32 raiseFullAmount: type: boolean filterType: readOnly: true type: string accounts: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseDistributionAccount' xml: name: EclipseDistributionAccount wrapped: true type: array sleevedPortfolios: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseDistributionSleevedPortfolios' xml: name: EclipseDistributionSleevedPortfolios wrapped: true type: array emphasiedAccounts: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseDistributionEmphasizedAccount' xml: name: EclipseDistributionEmphasizedAccount wrapped: true type: array reason: type: string isSetAsideCash: readOnly: true type: boolean isExcelImport: readOnly: true type: boolean xml: name: EclipseDistributionTrade type: object OAS.Integrations.Eclipse.SleevedAccounts: properties: firmId: type: integer format: int32 accounts: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.EclipseAccount' xml: name: EclipseAccount wrapped: true type: array xml: name: SleevedAccounts type: object OAS.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.UpdateAccountSma: properties: data: items: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.UpdateAccountSma' xml: name: UpdateAccountSma wrapped: true type: array orionBaseUrl: type: string eclipseBaseUrl: type: string eclipseFirmId: type: integer format: int32 orionFirmId: type: integer format: int32 firmId: type: integer format: int32 type: type: string orionToken: type: string eclipseToken: type: string userName: type: string orionUserDetailId: type: integer format: int32 timeStamp: type: string format: date-time logId: example: 00000000-0000-0000-0000-000000000000 type: string format: uuid xml: name: EclipseSyncMessageList`1 type: object OAS.Eclipse.Lambda.Model.AccountSmaDto: properties: isSma: type: boolean eclipseSMA: type: string enum: - 'False' - 'True' - FollowOrion smaAssetId: type: integer format: int32 createdBy: type: string createdDate: type: string format: date-time editedBy: type: string editedDate: type: string format: date-time xml: name: AccountSmaDto type: object OAS.Integrations.Eclipse.Model.EclipseModelDetail: properties: id: type: integer format: int32 name: type: string description: type: string modelDetailId: type: integer format: int32 statusId: type: integer format: int32 approvedByUserId: type: integer format: int32 targetPercent: type: number format: double isCommunityModel: type: boolean isDynamic: type: boolean isDeleted: type: boolean lowerModelTolerancePercent: type: number format: double upperModelTolerancePercent: type: number format: double toleranceTypeValue: type: integer format: int32 rank: type: integer format: int32 byCommunity: type: boolean relatedType: type: string relatedTypeId: type: integer format: int32 lowerModelToleranceAmount: type: number format: double upperModelToleranceAmount: type: number format: double lowerTradeTolerancePercent: type: number format: double upperTradeTolerancePercent: type: number format: double isEdited: type: boolean isSubstituted: type: boolean substitutedOf: type: integer format: int32 addedElements: items: type: integer format: int32 type: array modifiedElements: items: type: integer format: int32 type: array removedElements: items: type: integer format: int32 type: array isNewlySubstitutedNode: readOnly: true type: boolean isEditSubstituted: readOnly: true type: boolean modelDetail: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseModelDetail' children: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseModelChild' xml: name: EclipseModelChild wrapped: true type: array xml: name: EclipseModelDetail type: object OAS.Integrations.Eclipse.Model.EclipseAccount: properties: id: type: integer format: int32 accountId: type: string name: type: string accountNumber: type: string custodian: type: string accountType: type: string model: type: string style: type: string managedValue: type: number format: double excludedValue: type: number format: double value: type: number format: double pendingValue: type: number format: double currentCash: type: number format: double targetCash: type: number format: double currentCashPercent: type: number format: double pendingCash: type: number format: double holdings: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseHolding' xml: name: EclipseHolding wrapped: true type: array xml: name: EclipseAccount type: object OAS.Integrations.Eclipse.Models.EclipseModelCategoryDto: properties: categoryId: type: integer format: int32 categoryName: type: string pendingInAmount: type: number format: double pendingInPercent: type: number format: double targetInAmount: type: number format: double targetInPercent: type: number format: double currentInAmount: type: number format: double currentInPercent: type: number format: double accountId: type: integer format: int32 aggregatedCurrentAmount: type: number format: double aggregatedCurrentPercent: type: number format: double aggregatedPostAmount: type: number format: double aggregatedPostPercent: type: number format: double effectiveTargetAmount: type: number format: double effectiveTargetPercentage: type: number format: double isMACSecurity: type: integer format: int64 isSMANode: type: integer format: int64 modelElementId: type: integer format: int32 modelId: type: integer format: int64 name: type: string nodeId: type: integer format: int64 parentModelDetailId: type: integer format: int32 portfolioId: type: integer format: int32 relatedType: type: string relatedTypeId: type: integer format: int64 securityName: type: string symbol: type: string inTolerance: type: boolean xml: name: EclipseModelCategoryDto type: object OAS.Eclipse.Lambda.Model.UpdateAccountSma: properties: OrionConnectExternalId: type: integer format: int32 EclipseAccountId: type: integer format: int32 AccountSmaDto: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.AccountSmaDto' xml: name: UpdateAccountSma type: object OAS.Integrations.Eclipse.Model.EclipseDistributionEmphasizedNode: properties: level: type: integer format: int32 id: type: integer format: int32 amount: type: number format: double xml: name: EclipseDistributionEmphasizedNode type: object OAS.Integrations.Eclipse.Model.EclipseUserPrivilege: properties: id: type: integer format: int32 name: type: string canAdd: type: boolean canUpdate: type: boolean canRead: type: boolean canDelete: type: boolean isDeleted: type: boolean xml: name: EclipseUserPrivilege type: object OAS.Integrations.Eclipse.Model.EclipsePortfolioAllocation: properties: accountId: type: integer format: int32 id: type: integer format: int32 name: type: string currentInPercent: type: number format: double currentInAmt: type: number format: double xml: name: EclipsePortfolioAllocation type: object OAS.Integrations.Eclipse.Model.EclipseTradeMethod: properties: id: type: integer format: int32 name: type: string xml: name: EclipseTradeMethod type: object OAS.Integrations.Eclipse.Model.EclipseSettings: properties: rebalanceAllowWashSale: type: boolean rebalanceAllowShortTermGain: type: boolean rebalanceMinTradeAmount: type: number format: double xml: name: EclipseSettings type: object OAS.Integrations.Eclipse.Model.AccountSimple: properties: number: type: string type: type: string id: type: integer format: int32 accountId: type: string name: type: string accountNumber: type: string custodian: type: string accountType: type: string model: type: string style: type: string managedValue: type: number format: double excludedValue: type: number format: double value: type: number format: double pendingValue: type: number format: double currentCash: type: number format: double targetCash: type: number format: double currentCashPercent: type: number format: double pendingCash: type: number format: double holdings: items: $ref: '#/components/schemas/OAS.Integrations.Eclipse.Model.EclipseHolding' xml: name: EclipseHolding wrapped: true type: array xml: name: AccountSimple type: object OAS.Integrations.Eclipse.Model.EclipseAccountToUpdatePortfolio: properties: accountId: type: integer format: int32 doNotTrade: type: boolean xml: name: EclipseAccountToUpdatePortfolio type: object OAS.WebApi.DTO.Integrations.Eclipse.EclipseFirmAlClientDto: properties: pkEclipseFirmAlClient: type: integer format: int32 eclipseFirmId: type: integer format: int32 fkAlClient: type: integer format: int32 isDefault: type: boolean isDefaultEclipseFirm: type: boolean accountPrefix: type: string createdBy: type: string createdDate: type: string format: date-time editedBy: type: string editedDate: type: string format: date-time xml: name: EclipseFirmAlClientDto type: object OAS.Eclipse.Lambda.Model.PendingTransactions: properties: accountId: type: integer format: int32 orionAccountId: type: integer format: int32 accountNumber: type: string securityExternalId: type: integer format: int32 securityName: type: string securityTicker: type: string securityPrice: type: number format: double tradesId: type: integer format: int32 tradesCreatedDate: type: string format: date-time tradesEstAmount: type: number format: double tradesOrderQty: type: number format: double tradesAction: type: string positionExternalId: type: integer format: int32 tradesStatus: type: string description: type: string isTradeGeneratedDuringJournalOnlyRebalance: type: boolean tranLinkCode: type: string xml: name: PendingTransactions type: object OAS.Integrations.Eclipse.Realizedgainloss: properties: externalId: type: string symbol: type: string grossProceeds: type: number format: double netProceeds: type: number format: double costAmount: type: number format: float dateAquired: type: string sellDate: type: string quantity: type: number format: float longTerm: type: integer format: int32 sellMethod: type: string totalGains: type: number format: double xml: name: Realizedgainloss type: object OAS.Integrations.Eclipse.Model.EclipseModelAllocation: properties: id: type: integer format: int32 name: type: string symbol: type: string targetInPercent: type: number format: double xml: name: EclipseModelAllocation 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.Eclipse.Lambda.Model.EclipseSyncMessageListOfOAS.Eclipse.Lambda.Model.PortfolioAssignment: properties: data: items: $ref: '#/components/schemas/OAS.Eclipse.Lambda.Model.PortfolioAssignment' xml: name: PortfolioAssignment wrapped: true type: array orionBaseUrl: type: string eclipseBaseUrl: type: string eclipseFirmId: type: integer format: int32 orionFirmId: type: integer format: int32 firmId: type: integer format: int32 type: type: string orionToken: type: string eclipseToken: type: string userName: type: string orionUserDetailId: type: integer format: int32 timeStamp: type: string format: date-time logId: example: 00000000-0000-0000-0000-000000000000 type: string format: uuid xml: name: EclipseSyncMessageList`1 type: object OAS.Integrations.Eclipse.Model.EclipsePrivilege: properties: id: type: integer format: int32 name: type: string code: type: string isDeleted: type: boolean xml: name: EclipsePrivilege type: object OAS.Integrations.Eclipse.Holding: properties: externalId: type: integer format: int32 symbol: type: string price: type: number format: double marketValue: type: number format: double quantity: type: number format: double positionYTDRealizedSTGL: type: number format: double positionYTDRealizedLTGL: type: number format: double xml: name: Holding type: object securitySchemes: Authorization: type: apiKey description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"' name: Authorization in: header