openapi: 3.2.0 info: version: V1 title: Orion Connect Integrations/Fin Mason API x-swagger-net-version: 8.4.12.001 servers: - url: https://api.orionadvisor.com/api tags: - name: Integrations/FinMason paths: /v1/Integrations/FinMason/Actions/Remove: post: tags: - Integrations/FinMason summary: Removes the Fin Mason integration for the current firm description: The user must have the necessary privileges to remove the integration. operationId: FinMason_RemoveServiceAsync parameters: - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: type: boolean application/json: schema: type: boolean text/json: schema: type: boolean application/xml: schema: type: boolean text/xml: schema: type: boolean multipart/form-data: schema: type: boolean security: - Authorization: [] /v1/Integrations/FinMason/Actions/Setup: post: tags: - Integrations/FinMason summary: Adds the Fin Mason integration for the current firm operationId: FinMason_SetupServiceAsync parameters: - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.BasicIntegrationConfigDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.BasicIntegrationConfigDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.BasicIntegrationConfigDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.BasicIntegrationConfigDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.BasicIntegrationConfigDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.BasicIntegrationConfigDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.IntegrationSetupRequestDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.IntegrationSetupRequestDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.IntegrationSetupRequestDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.IntegrationSetupRequestDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.IntegrationSetupRequestDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.IntegrationSetupRequestDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.IntegrationSetupRequestDto' required: true /v1/Integrations/FinMason/MonteCarloInput: get: tags: - Integrations/FinMason summary: Get the data for a FinMason MonteCarlo chart for a client operationId: FinMason_GetMonteCarloInputAsync parameters: - name: entity in: query 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: query required: true schema: type: integer format: int32 - name: RunForClient in: query required: false schema: type: boolean default: false - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.FinMason.MonteCarloInput' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.FinMason.MonteCarloInput' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.FinMason.MonteCarloInput' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.FinMason.MonteCarloInput' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.FinMason.MonteCarloInput' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.FinMason.MonteCarloInput' security: - Authorization: [] /v1/Integrations/FinMason/ProxyPerformance/{asOfDate}: post: tags: - Integrations/FinMason operationId: FinMason_CalculateProxyPerformanceAsync parameters: - name: asOfDate in: path required: true schema: type: string format: date-time - name: ct in: header required: true responses: '204': description: No Content security: - Authorization: [] requestBody: content: text/plain: schema: items: type: integer format: int64 type: array application/json: schema: items: type: integer format: int64 type: array text/json: schema: items: type: integer format: int64 type: array application/xml: schema: items: type: integer format: int64 type: array text/xml: schema: items: type: integer format: int64 type: array application/x-www-form-urlencoded: schema: items: type: integer format: int64 type: array multipart/form-data: schema: items: type: integer format: int64 type: array required: true summary: Fin mason calculate proxy performance async x-summary-source: derived components: schemas: OAS.WebApi.DTO.Integrations.FinMason.AssetSummary: properties: shares: type: number format: double ticker: type: string value: type: number format: double isCashOrEquivalent: type: boolean xml: name: AssetSummary type: object OAS.WebApi.DTO.Integrations.BasicIntegrationConfigDto: properties: partnerAppId: description: The unique ID of the partner app. type: integer format: int32 productName: description: The unique name of the partner app product. type: string xml: name: BasicIntegrationConfigDto type: object OAS.WebApi.DTO.Integrations.IntegrationSetupRequestDto: properties: key: type: integer format: int32 productName: type: string termsAccepted: type: boolean xml: name: IntegrationSetupRequestDto type: object OAS.WebApi.DTO.Integrations.FinMason.MonteCarloInput: properties: id: type: integer format: int32 assets: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.FinMason.AssetSummary' xml: name: AssetSummary wrapped: true type: array currentAge: type: integer format: int32 retirementAge: type: integer format: int32 deathAge: type: integer format: int32 monthlyContributions: type: number format: double monthlyExpenses: type: number format: double expectedCashFlows: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.FinMason.ExpectedCashFlow' xml: name: ExpectedCashFlow wrapped: true type: array xml: name: MonteCarloInput type: object OAS.WebApi.DTO.Integrations.FinMason.ExpectedCashFlow: properties: amount: type: number format: double cashFlowDate: type: string format: date-time xml: name: ExpectedCashFlow type: object securitySchemes: Authorization: type: apiKey description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"' name: Authorization in: header