openapi: 3.2.0 info: version: V1 title: Orion Connect Integrations/Element API x-swagger-net-version: 8.4.12.001 servers: - url: https://api.orionadvisor.com/api tags: - name: Integrations/Element paths: /v1/Integrations/Element/AccountId/{accountId}: get: tags: - Integrations/Element operationId: Element_GetAccountIdAsync parameters: - name: accountId in: path required: true schema: type: string format: uuid - 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: Element get account id async x-summary-source: derived /v1/Integrations/Element/household/{householdId}/workflows: get: tags: - Integrations/Element operationId: Element_GetHouseholdWorkflowsAsync parameters: - name: householdId in: path required: true schema: type: string format: uuid - name: workflowCode in: query required: true schema: type: string - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Element get household workflows async x-summary-source: derived /v1/Integrations/Element/RiskToleranceQuestionnaire/email/{clientId}/{registrationId}: get: tags: - Integrations/Element operationId: Element_GetRtqEmailAddressAsync parameters: - name: clientId in: path required: true schema: type: integer format: int32 - name: registrationId in: path required: true schema: type: integer format: int32 - name: cancellation in: header required: false responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Element get rtq email address async x-summary-source: derived /v1/Integrations/Element/RiskToleranceQuestionnaire/Retake: post: tags: - Integrations/Element operationId: Element_RetakeRiskToleranceQuestionnaireAsync parameters: - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.Integrations.Element.Interfaces.RiskToleranceQuestionnaireRetakeDto' application/json: schema: $ref: '#/components/schemas/OAS.Integrations.Element.Interfaces.RiskToleranceQuestionnaireRetakeDto' text/json: schema: $ref: '#/components/schemas/OAS.Integrations.Element.Interfaces.RiskToleranceQuestionnaireRetakeDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.Integrations.Element.Interfaces.RiskToleranceQuestionnaireRetakeDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Integrations.Element.Interfaces.RiskToleranceQuestionnaireRetakeDto' required: true summary: Element retake risk tolerance questionnaire async x-summary-source: derived /v1/Integrations/Element/SSO/BrinkerInstance: get: tags: - Integrations/Element operationId: Element_SSO_Brinker_InstanceAsync parameters: - name: cancellation 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: Element SSO brinker instance async x-summary-source: derived /v1/Integrations/Element/SSO/OPSInstance: get: tags: - Integrations/Element operationId: Element_SSO_OPS_InstanceAsync parameters: - name: cancellation 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: Element SSO OPS instance async x-summary-source: derived /v1/Integrations/Element/SSO/Prospects: get: tags: - Integrations/Element operationId: Element_SSOProspectsAsync parameters: - name: cancellation 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: Element SSO prospects async x-summary-source: derived /v1/Integrations/Element/SSO/TownsquareInstance: get: tags: - Integrations/Element operationId: Element_SSO_Townsquare_InstanceAsync parameters: - name: cancellation 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: Element SSO townsquare instance async x-summary-source: derived /v1/Integrations/Element/UseSFCommunities: get: tags: - Integrations/Element operationId: Element_UseSFCommunitiesAsync parameters: - name: cancellation 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: Element use SF communities async x-summary-source: derived components: schemas: OAS.Integrations.Element.Interfaces.RiskToleranceQuestionnaireRetakeDto: properties: clientSigners: items: $ref: '#/components/schemas/OAS.Integrations.Element.Interfaces.ClientSigner' xml: name: ClientSigner wrapped: true type: array entityId: type: integer format: int32 entityType: 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 oasToken: type: string xml: name: RiskToleranceQuestionnaireRetakeDto type: object OAS.Integrations.Element.Interfaces.ClientSigner: properties: email: type: string name: type: string xml: name: ClientSigner type: object securitySchemes: Authorization: type: apiKey description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"' name: Authorization in: header