openapi: 3.2.0 info: version: V1 title: Orion Connect Integrations/Hidden Levers API x-swagger-net-version: 8.4.12.001 servers: - url: https://api.orionadvisor.com/api tags: - name: Integrations/HiddenLevers paths: /v1/Integrations/HiddenLevers/Astro/RepManaged: post: tags: - Integrations/HiddenLevers operationId: OrionRiskIntelligence_AstroRepManagedPortfolioAsync 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/OAT.Integrations.HiddenLevers.Dto.Portfolio_Rep_Managed.RepManagedRequest' application/json: schema: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.Portfolio_Rep_Managed.RepManagedRequest' text/json: schema: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.Portfolio_Rep_Managed.RepManagedRequest' application/xml: schema: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.Portfolio_Rep_Managed.RepManagedRequest' text/xml: schema: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.Portfolio_Rep_Managed.RepManagedRequest' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.Portfolio_Rep_Managed.RepManagedRequest' multipart/form-data: schema: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.Portfolio_Rep_Managed.RepManagedRequest' required: true summary: Orion risk intelligence astro rep managed portfolio async x-summary-source: derived /v1/Integrations/HiddenLevers/Client: post: tags: - Integrations/HiddenLevers operationId: OrionRiskIntelligence_PostV1IntegrationsHiddenLeversClient parameters: - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.HiddenLeversClientDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.HiddenLeversClientDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.HiddenLeversClientDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.HiddenLeversClientDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.HiddenLeversClientDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.HiddenLeversClientDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.HiddenLeversClientDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.HiddenLeversClientDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.HiddenLeversClientDto' required: true summary: Orion risk intelligence post V1 integrations hidden levers client x-summary-source: derived /v1/Integrations/HiddenLevers/Client/{key}: put: tags: - Integrations/HiddenLevers operationId: OrionRiskIntelligence_UpdateClientAsync parameters: - name: key 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.WebApi.Domains.Integrations.HiddenLeversClientDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.HiddenLeversClientDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.HiddenLeversClientDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.HiddenLeversClientDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.HiddenLeversClientDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.HiddenLeversClientDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.HiddenLeversClientDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.HiddenLeversClientDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.HiddenLeversClientDto' required: true summary: Orion risk intelligence update client async x-summary-source: derived /v1/Integrations/HiddenLevers/ClientRiskScore/{key}: put: tags: - Integrations/HiddenLevers summary: Update the clients Risk Score In client Suitability operationId: OrionRiskIntelligence_UpdateClientRiskScore parameters: - name: key in: path description: The ID of the Orion Client. required: true schema: type: integer format: int32 - name: riskscore in: query description: Clients risk score required: true schema: type: number format: double responses: '204': description: No Content security: - Authorization: [] /v1/Integrations/HiddenLevers/CreateClient: put: tags: - Integrations/HiddenLevers operationId: OrionRiskIntelligence_CreateClientAsync 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/OAT.Integrations.HiddenLevers.Dto.CreateClient.CreateClientRequest' application/json: schema: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.CreateClient.CreateClientRequest' text/json: schema: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.CreateClient.CreateClientRequest' application/xml: schema: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.CreateClient.CreateClientRequest' text/xml: schema: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.CreateClient.CreateClientRequest' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.CreateClient.CreateClientRequest' multipart/form-data: schema: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.CreateClient.CreateClientRequest' required: true summary: Orion risk intelligence create client async x-summary-source: derived /v1/Integrations/HiddenLevers/ElementNewHousehold: post: tags: - Integrations/HiddenLevers operationId: OrionRiskIntelligence_HiddenLeversInsertElementProposalAsync parameters: - name: ct 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: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.HiddenLeversNewProposal' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.HiddenLeversNewProposal' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.HiddenLeversNewProposal' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.HiddenLeversNewProposal' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.HiddenLeversNewProposal' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.HiddenLeversNewProposal' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.HiddenLeversNewProposal' required: true summary: Orion risk intelligence hidden levers insert element proposal async x-summary-source: derived /v1/Integrations/HiddenLevers/GetSurveyResults: get: tags: - Integrations/HiddenLevers operationId: OrionRiskIntelligence_GetSurveyResultsAsync parameters: - name: clientId in: query required: true schema: type: string - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Orion risk intelligence get survey results async x-summary-source: derived /v1/Integrations/HiddenLevers/Iframe/RiskProfile: get: tags: - Integrations/HiddenLevers operationId: OrionRiskIntelligence_GetRiskProfileURL parameters: - name: clientId in: query required: true schema: type: integer format: int32 - name: accountid in: query required: false schema: type: integer format: int32 default: 0 responses: '200': description: OK content: text/plain: schema: type: string application/json: schema: type: string text/json: schema: type: string application/xml: schema: type: string text/xml: schema: type: string multipart/form-data: schema: type: string security: - Authorization: [] summary: Orion risk intelligence get risk profile URL x-summary-source: derived /v1/Integrations/HiddenLevers/Iframe/StressTest: get: tags: - Integrations/HiddenLevers operationId: OrionRiskIntelligence_GetStressTestURL parameters: - name: clientId in: query required: true schema: type: integer format: int32 - name: accountid in: query required: false schema: type: integer format: int32 default: 0 responses: '200': description: OK content: text/plain: schema: type: string application/json: schema: type: string text/json: schema: type: string application/xml: schema: type: string text/xml: schema: type: string multipart/form-data: schema: type: string security: - Authorization: [] summary: Orion risk intelligence get stress test URL x-summary-source: derived /v1/Integrations/HiddenLevers/ProposalPayload: get: tags: - Integrations/HiddenLevers operationId: OrionRiskIntelligence_GetProposalPayloadAsync parameters: - name: clientId in: query required: false schema: type: integer format: int32 - 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: Orion risk intelligence get proposal payload async x-summary-source: derived /v1/Integrations/HiddenLevers/RiskProfile: post: tags: - Integrations/HiddenLevers operationId: OrionRiskIntelligence_GetRiskProfileAsync parameters: - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.RiskProfileV3Response' application/json: schema: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.RiskProfileV3Response' text/json: schema: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.RiskProfileV3Response' application/xml: schema: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.RiskProfileV3Response' text/xml: schema: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.RiskProfileV3Response' multipart/form-data: schema: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.RiskProfileV3Response' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.RiskProfileV3Request' application/json: schema: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.RiskProfileV3Request' text/json: schema: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.RiskProfileV3Request' application/xml: schema: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.RiskProfileV3Request' text/xml: schema: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.RiskProfileV3Request' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.RiskProfileV3Request' multipart/form-data: schema: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.RiskProfileV3Request' required: true summary: Orion risk intelligence get risk profile async x-summary-source: derived /v1/Integrations/HiddenLevers/RiskRewardScores: get: tags: - Integrations/HiddenLevers operationId: OrionRiskIntelligence_GetRiskRewardScoresAsync parameters: - name: clientId in: query required: true schema: type: integer format: int32 - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.RiskRewardScoresDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.RiskRewardScoresDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.RiskRewardScoresDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.RiskRewardScoresDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.RiskRewardScoresDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.RiskRewardScoresDto' security: - Authorization: [] summary: Orion risk intelligence get risk reward scores async x-summary-source: derived /v1/Integrations/HiddenLevers/SSOPayload: get: tags: - Integrations/HiddenLevers operationId: OrionRiskIntelligence_GetSSOPayloadAsync parameters: - name: clientId in: query required: false schema: type: integer format: int32 - name: redtailUserKey in: query required: false schema: type: string - name: isStandaloneFirm in: query required: false schema: type: boolean - 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: Orion risk intelligence get SSO payload async x-summary-source: derived /v1/Integrations/HiddenLevers/StressTest: post: tags: - Integrations/HiddenLevers operationId: OrionRiskIntelligence_StressTestAsync 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/OAT.Integrations.HiddenLevers.Dto.StressTest.StressTestV3Request' application/json: schema: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.StressTest.StressTestV3Request' text/json: schema: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.StressTest.StressTestV3Request' application/xml: schema: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.StressTest.StressTestV3Request' text/xml: schema: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.StressTest.StressTestV3Request' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.StressTest.StressTestV3Request' multipart/form-data: schema: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.StressTest.StressTestV3Request' required: true summary: Orion risk intelligence stress test async x-summary-source: derived /v1/Integrations/HiddenLevers/StressTest/Account/{accountId}: get: tags: - Integrations/HiddenLevers operationId: OrionRiskIntelligence_StressTestByAccountIdAsync 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: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Orion risk intelligence stress test by account id async x-summary-source: derived /v1/Integrations/HiddenLevers/StressTest/Client/{clientId}: get: tags: - Integrations/HiddenLevers operationId: OrionRiskIntelligence_StressTestByClientIdAsync 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: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Orion risk intelligence stress test by client id async x-summary-source: derived /v1/Integrations/HiddenLevers/SyncData/Portfolios: get: tags: - Integrations/HiddenLevers summary: Gets a simple list of assets, with specific data for the HiddenLevers data… operationId: OrionRiskIntelligence_GetSimpleAsync parameters: - name: hasValue in: query description: Optional. When provided will only return assets that have value (true). required: false schema: type: boolean - name: registrationId in: query required: false schema: type: integer format: int32 - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integration.HiddenLevers.PortfolioSyncAssetDto' xml: name: PortfolioSyncAssetDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integration.HiddenLevers.PortfolioSyncAssetDto' xml: name: PortfolioSyncAssetDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integration.HiddenLevers.PortfolioSyncAssetDto' xml: name: PortfolioSyncAssetDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integration.HiddenLevers.PortfolioSyncAssetDto' xml: name: PortfolioSyncAssetDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integration.HiddenLevers.PortfolioSyncAssetDto' xml: name: PortfolioSyncAssetDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integration.HiddenLevers.PortfolioSyncAssetDto' xml: name: PortfolioSyncAssetDto wrapped: true type: array security: - Authorization: [] components: schemas: MultipartDataMediaFormatter.Infrastructure.HttpFile: properties: fileName: type: string mediaType: type: string data: $ref: '#/components/schemas/System.Net.Http.StreamContent' xml: name: HttpFile type: object System.Collections.Generic.KeyValuePairOfSystem.StringAndSystem.Collections.Generic.IEnumerableOfSystem.String: properties: key: readOnly: true type: string value: items: type: string readOnly: true type: array xml: name: KeyValuePair`2 type: object OAT.Integrations.HiddenLevers.Dto.Portfolio_Rep_Managed.RepManagedRequest.Taxlot: properties: purchaseDate: type: string quantity: type: number format: float purchaseAmt: type: number format: float xml: name: Taxlot type: object OAS.DataModel.Integration.HiddenLevers.PortfolioSyncAssetDto: properties: shares: type: number format: double price: type: number format: double value: type: number format: double productId: type: integer format: int32 ticker: type: string assetClass: type: string isCustodialCash: type: boolean accountId: type: integer format: int32 name: type: string id: type: integer format: int32 isin: type: string productType: type: string enum: - None - MutualFund - Annuity - AdvisorOne - StockOrETF - Option - Bond - Unknown - CD - Index productSubTypeId: type: integer format: int32 productSubTypeName: type: string xml: name: PortfolioSyncAssetDto type: object OAT.Integrations.HiddenLevers.Dto.RiskProfile.FiMaturityBreakdown: properties: Intermediate: type: number format: double Long: type: number format: double Less than 1 Year: type: number format: double Short: type: number format: double xml: name: FiMaturityBreakdown type: object OAS.WebApi.Domains.Integrations.RiskRewardScoresDto: properties: downsidePerformance: type: number format: double upsidePerformance: type: number format: double potentialDownside: readOnly: true type: number format: double expectedReturn5yr: readOnly: true type: number format: double riskScore: type: number format: double aum: type: number format: double xml: name: RiskRewardScoresDto type: object OAT.Integrations.HiddenLevers.Dto.StressTest.StressTestV3Request: properties: allocationType: type: string enum: - dollar - qty - pct portfolio: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.StressTest.StressTestRequestPortfolioDto' scenarioIds: items: type: integer format: int32 type: array firmId: type: string userId: type: string firmNames: items: type: string type: array xml: name: StressTestV3Request type: object OAS.WebApi.Domains.Integrations.HiddenLeversClientDto: properties: id: type: integer format: int32 firstName: type: string lastName: type: string name: type: string email: type: string phone: type: string representativeId: type: integer format: int32 riskScore: type: number format: double proposalPdf: $ref: '#/components/schemas/MultipartDataMediaFormatter.Infrastructure.HttpFile' xml: name: HiddenLeversClientDto type: object OAT.Integrations.HiddenLevers.Dto.Portfolio_Rep_Managed.RepManagedRequest.Sector: properties: id: type: string name: type: string penalty: type: integer format: int32 minimumValue: type: integer format: int32 maximumValue: type: integer format: int32 industries: items: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.Portfolio_Rep_Managed.RepManagedRequest.Industry' xml: name: Industry wrapped: true type: array active: type: string minWeight: type: integer format: int32 warning: type: boolean maxWeight: type: integer format: int32 xml: name: Sector type: object OAT.Integrations.HiddenLevers.Dto.RiskProfile.SectorBreakdown: properties: Utilities: type: number format: double Energy: type: number format: double Consumer Staples: type: number format: double Technology: type: number format: double Real Estate: type: number format: double Materials: type: number format: double Financials: type: number format: double Communications: type: number format: double Healthcare: type: number format: double Industrials: type: number format: double Consumer Discretionary: type: number format: double xml: name: SectorBreakdown type: object OAT.Integrations.HiddenLevers.Dto.RiskProfile.FiSectorDetails: properties: Non-Agency MBS: type: number format: double Cash Equivalent: type: number format: double Corporate Bond: type: number format: double Municipal: type: number format: double Convertible: type: number format: double Commercial MBS: type: number format: double Bank Loan: type: number format: double Agency MBS: type: number format: double Asset-Backed: type: number format: double US Treasury: type: number format: double Foreign Govt: type: number format: double Other: type: number format: double TIPS: type: number format: double xml: name: FiSectorDetails type: object OAT.Integrations.HiddenLevers.Dto.RiskProfile.JsonPosition: properties: pricedatemap: type: string industry: type: string liquidity: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.Liquidity' volatility: type: number format: double type: type: string firstHistory: type: string format: date-time indDesc: type: string price: type: number format: double yield: type: number format: double lastGoodPrice: type: number format: double pctAllocation: type: number format: double marketCap: type: number format: double ticker: type: string mgrStartDate: type: string quantity: type: number format: double pricedate: type: string mddstart: type: string trueYield: type: number format: double tradedcurrencyid: type: integer format: int32 expenseRatio: type: number format: double name: type: string orionProductId: type: integer format: int32 mddend: type: string monthAgoValue: type: number format: double range: type: number format: double leverid: type: integer format: int32 originalTicker: type: string duration: type: number format: double value: type: number format: double impact2yr: type: number format: double yearAgoValue: type: number format: double stderror: type: number format: double impact: type: number format: double unit: type: string leverdesc: type: string levername: type: string litype: type: string bookValuePerShare: type: number format: double xml: name: JsonPosition type: object System.Net.Http.StreamContent: properties: headers: items: $ref: '#/components/schemas/System.Collections.Generic.KeyValuePairOfSystem.StringAndSystem.Collections.Generic.IEnumerableOfSystem.String' readOnly: true xml: name: KeyValuePair`2 wrapped: true type: array xml: name: StreamContent type: object OAT.Integrations.HiddenLevers.Dto.RiskProfile.RiskMeasures: properties: aumfee: type: string sharperatio: type: string annualizedReturn: type: string totalReturn: type: string yield: type: string expenseRatio: type: string volatility: type: string mdd: type: string sortinoRatio: type: string xml: name: RiskMeasures type: object OAT.Integrations.HiddenLevers.Dto.RiskProfile.Liquidity: properties: 5y: type: number format: double 3y: type: number format: double now: type: number format: double 1y: type: number format: double 3m: type: number format: double 10y: type: number format: double xml: name: Liquidity type: object OAT.Integrations.HiddenLevers.Dto.Portfolio_Rep_Managed.RepManagedRequest.Jsonposition: properties: quantity: type: integer format: int32 ticker: type: string taxlots: items: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.Portfolio_Rep_Managed.RepManagedRequest.Taxlot' xml: name: Taxlot wrapped: true type: array xml: name: Jsonposition type: object OAT.Integrations.HiddenLevers.Dto.RiskProfile.Basic: properties: pct: type: number format: double ticker: type: string quantity: type: number format: double price: type: number format: double name: type: string xml: name: Basic type: object OAT.Integrations.HiddenLevers.Dto.RiskProfile.Portfolio: properties: ccrScore: type: number format: double expectedReturn: type: number format: double expectedReturn5Yr: type: number format: double liquidity: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.Liquidity' strategyFee: type: number format: double usePctAllocation: type: string timeframe: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.Timeframe' portStartDate: type: string format: date-time jsonPositions: items: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.JsonPosition' xml: name: JsonPosition wrapped: true type: array value: type: number format: double averageYield: type: number format: double feeAnalysis: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.FeeAnalysis' timeframesp500Beta: type: number format: double pvh: items: type: object type: array leversToWatch: items: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.LeversToWatch' xml: name: LeversToWatch wrapped: true type: array riskMeasures: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.RiskMeasures' mddstart: type: string format: date-time worstScenarioImpact: type: number format: double excludedSymbols: items: type: object type: array averageDuration: type: number format: double mpt: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.Mpt' pctLiquid: type: number format: double famaFactors: items: type: object type: array analyzableValue: type: number format: double assetClasses: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.AssetClasses' mddend: type: string format: date-time xml: name: Portfolio type: object OAT.Integrations.HiddenLevers.Dto.RiskProfile.StyleBoxBreakdown: properties: Blend: type: number format: double Growth: type: number format: double Value: type: number format: double xml: name: StyleBoxBreakdown type: object OAT.Integrations.HiddenLevers.Dto.RiskProfile.FeeAnalysis: properties: totalPctFee: type: number format: double aumFee: type: number format: double expenseRatio: type: number format: double name: type: string currency: type: string xml: name: FeeAnalysis type: object OAT.Integrations.HiddenLevers.Dto.RiskProfile.Mpt: properties: styleRawBreakdown: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.StyleRawBreakdown' avgCreditRating: type: string fiCountries: items: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.FiCountry' xml: name: FiCountry wrapped: true type: array fiCouponDetails: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.FiCouponDetails' fiMaturityBreakdown: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.FiMaturityBreakdown' fiSectorDetails: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.FiSectorDetails' fiRegions: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.FiRegions' sectorBreakdown: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.SectorBreakdown' avgCreditQuality: type: number format: double econBreakdown: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.EconBreakdown' fiCreditBreakdown: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.FiCreditBreakdown' regionBreakdown: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.RegionBreakdown' avgWeightedCoupon: type: number format: double avgMaturity: type: number format: double mktCapBreakdown: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.MktCapBreakdown' styleBoxBreakdown: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.StyleBoxBreakdown' fiMaturityDetails: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.FiMaturityDetails' fiSectorBreakdown: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.FiSectorBreakdown' xml: name: Mpt type: object OAT.Integrations.HiddenLevers.Dto.RiskProfile.FiCountry: properties: country: type: string value: type: number format: double xml: name: FiCountry type: object OAT.Integrations.HiddenLevers.Dto.RiskProfile.FiSectorBreakdown: properties: Government: type: number format: double Cash Equivalent: type: number format: double Corporate: type: number format: double Securitized: type: number format: double Other: type: number format: double Municipal: type: number format: double xml: name: FiSectorBreakdown type: object OAT.Integrations.HiddenLevers.Dto.RiskProfile.FiMaturityDetails: properties: <1 Yr: type: number format: double 1-3 Yrs: type: number format: double 3-5 Yrs: type: number format: double 5-7 Yrs: type: number format: double 7-10 Yrs: type: number format: double 10-15 Yrs: type: number format: double 15-20 Yrs: type: number format: double 20-30 Yrs: type: number format: double 30+ Yrs: type: number format: double xml: name: FiMaturityDetails type: object OAT.Integrations.HiddenLevers.Dto.RiskProfile.RiskProfileRequestProfileDto: properties: jsonPositions: items: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.RiskProfileRequestPositionDto' xml: name: RiskProfileRequestPositionDto wrapped: true type: array xml: name: RiskProfileRequestProfileDto type: object OAT.Integrations.HiddenLevers.Dto.RiskProfile.RegionBreakdown: properties: Middle East + Africa: type: number format: double Europe: type: number format: double North America: type: number format: double Asia + Pacific: type: number format: double Latin America: type: number format: double xml: name: RegionBreakdown type: object OAT.Integrations.HiddenLevers.Dto.Portfolio_Rep_Managed.RepManagedRequest.Portfolio: properties: jsonPositions: items: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.Portfolio_Rep_Managed.RepManagedRequest.Jsonposition' xml: name: Jsonposition wrapped: true type: array xml: name: Portfolio type: object OAT.Integrations.HiddenLevers.Dto.RiskProfile.Benchmark: properties: expectedReturn: type: number format: double expectedReturn5Yr: type: number format: double liquidity: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.Liquidity' strategyFee: type: number format: double usePctAllocation: type: string timeframe: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.Timeframe' portStartDate: type: string format: date-time jsonPositions: items: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.JsonPosition' xml: name: JsonPosition wrapped: true type: array id: type: string value: type: number format: double feeAnalysis: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.FeeAnalysis' timeframesp500Beta: type: number format: double pvh: items: type: object type: array leversToWatch: items: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.LeversToWatch' xml: name: LeversToWatch wrapped: true type: array riskMeasures: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.RiskMeasures' isTickerWrapper: type: string mddstart: type: string format: date-time worstScenarioImpact: type: number format: double excludedSymbols: items: type: object type: array assetType: type: string mpt: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.Mpt' industryid: type: string name: type: string pctLiquid: type: number format: double famaFactors: items: type: object type: array analyzableValue: type: number format: double assetClasses: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.AssetClasses' mddend: type: string format: date-time xml: name: Benchmark type: object OAT.Integrations.HiddenLevers.Dto.RiskProfile.LeversToWatch: properties: operatingMargin: type: number format: double priceToEarnings: type: number format: double volatility: type: number format: double type: type: string bookValuePerShare: type: number format: double revenue: type: number format: double price: type: number format: double marketCap: type: number format: double impact: type: number format: double eps: type: number format: double mdd: type: number format: double tags: type: string unit: type: string cashPerShare: type: number format: double name: type: string payoutRatio: type: number format: double debt: type: number format: double monthAgoValue: type: number format: double range: type: number format: double industry: type: string priceStartDate: type: string format: date-time pegRatio: type: number format: double yield: type: number format: double profitMargin: type: number format: double sharesOutstanding: type: number format: double value: type: number format: double ticker: type: string portfolioImpact: type: number format: double yearAgoValue: type: number format: double avgVolume: type: number format: double returnOnAssets: type: number format: double trueYield: type: number format: double debtToEquity: type: number format: double jsonInfo: type: string priceToSales: type: number format: double returnOnEquity: type: number format: double priceToBook: type: number format: double leverid: type: integer format: int32 id: type: integer format: int32 impact2yr: type: number format: double pricedate: type: string format: date-time stderror: type: number format: double leverdesc: type: string levername: type: string mddstart: type: string format: date-time mddend: type: string format: date-time tickerid: type: integer format: int32 industryid: type: integer format: int32 52wkChange: type: number format: double locationid: type: integer format: int32 litype: type: string orionProductId: type: integer format: int32 mgrStartDate: type: string format: date-time expenseRatio: type: number format: double duration: type: number format: double xml: name: LeversToWatch type: object OAT.Integrations.HiddenLevers.Dto.RiskProfile.Timeframe: properties: endDate: type: string format: date-time timeString: type: string startDate: type: string format: date-time xml: name: Timeframe type: object OAT.Integrations.HiddenLevers.Dto.RiskProfile.FiRegions: properties: None: type: number format: double Middle East + Africa: type: number format: double Europe: type: number format: double Supranational/Other: type: number format: double North America: type: number format: double Asia + Pacific: type: number format: double Latin America: type: number format: double xml: name: FiRegions type: object OAT.Integrations.HiddenLevers.Dto.RiskProfile.AssetClasses: properties: detailed: items: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.Detailed' xml: name: Detailed wrapped: true type: array industry: items: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.Industry' xml: name: Industry wrapped: true type: array basic: items: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.Basic' xml: name: Basic wrapped: true type: array xml: name: AssetClasses type: object OAT.Integrations.HiddenLevers.Dto.RiskProfile.FiCouponDetails: properties: 0%: type: number format: double 0-4%: type: number format: double 4-6%: type: number format: double 6-8%: type: number format: double 8-10%: type: number format: double 10-12%: type: number format: double Over 12%: type: number format: double xml: name: FiCouponDetails type: object OAT.Integrations.HiddenLevers.Dto.RiskProfile.RiskProfileV3Request: properties: allocationType: type: string enum: - dollar - qty - pct portfolio: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.RiskProfileRequestProfileDto' duration: type: string enum: - _all - _10yr - _5yr - _3yr - _2yr - _1yr - _ytd - _6mth - _3mth - _1mth - _1wk options: items: type: string type: array xml: name: RiskProfileV3Request type: object OAT.Integrations.HiddenLevers.Dto.StressTest.StressTestRequestPortfolioDto: properties: jsonPositions: items: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.StressTest.StressTestREquestPositionDto' xml: name: StressTestREquestPositionDto wrapped: true type: array xml: name: StressTestRequestPortfolioDto type: object OAT.Integrations.HiddenLevers.Dto.CreateClient.CreateClientRequest: properties: name: type: string extClientId: type: string source: type: string xml: name: CreateClientRequest type: object OAT.Integrations.HiddenLevers.Dto.RiskProfile.RiskProfileRequestPositionDto: properties: ticker: type: string quantity: type: number format: double xml: name: RiskProfileRequestPositionDto type: object OAT.Integrations.HiddenLevers.Dto.RiskProfile.Correlation: properties: correlation: type: number format: double ticker1: type: string pvalue: type: number format: double ticker2: type: string name2: type: string name1: type: string xml: name: Correlation type: object OAT.Integrations.HiddenLevers.Dto.RiskProfile.MktCapBreakdown: properties: small: type: number format: double large: type: number format: double mid: type: number format: double xml: name: MktCapBreakdown type: object OAT.Integrations.HiddenLevers.Dto.RiskProfile.Industry: properties: pct: type: number format: double ticker: type: string quantity: type: number format: double price: type: number format: double name: type: string xml: name: Industry type: object OAT.Integrations.HiddenLevers.Dto.Portfolio_Rep_Managed.RepManagedRequest.Data: properties: portfolio: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.Portfolio_Rep_Managed.RepManagedRequest.Portfolio' securityRestrictions: items: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.Portfolio_Rep_Managed.RepManagedRequest.Securityrestriction' xml: name: Securityrestriction wrapped: true type: array sectors: items: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.Portfolio_Rep_Managed.RepManagedRequest.Sector' xml: name: Sector wrapped: true type: array esgRestrictions: items: type: string type: array capitalGains: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.Portfolio_Rep_Managed.RepManagedRequest.Capitalgains' strategyName: type: string xml: name: Data type: object OAT.Integrations.HiddenLevers.Dto.Portfolio_Rep_Managed.RepManagedRequest.Industry: properties: id: type: string name: type: string penalty: type: integer format: int32 minimumValue: type: number format: float maximumValue: type: number format: float sectorId: type: string xml: name: Industry type: object OAT.Integrations.HiddenLevers.Dto.RiskProfile.EconBreakdown: properties: US Stock: type: number format: double International Developed Markets: type: number format: double Emerging Markets: type: number format: double xml: name: EconBreakdown type: object OAT.Integrations.HiddenLevers.Dto.RiskProfile.Detailed: properties: pct: type: number format: double ticker: type: string quantity: type: number format: double price: type: number format: double name: type: string xml: name: Detailed type: object OAT.Integrations.HiddenLevers.Dto.RiskProfile.RiskProfileV3Response: properties: portfolio: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.Portfolio' benchmark: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.Benchmark' correlations: items: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.RiskProfile.Correlation' xml: name: Correlation wrapped: true type: array xml: name: RiskProfileV3Response type: object OAS.WebApi.Domains.Integrations.HiddenLeversNewProposal: properties: externalId: type: integer format: int32 proposalName: type: string repId: type: integer format: int32 investmentAmount: type: number format: double xml: name: HiddenLeversNewProposal type: object OAT.Integrations.HiddenLevers.Dto.Portfolio_Rep_Managed.RepManagedRequest: properties: caller: type: string clientName: type: string accountName: type: string repName: type: string repEmail: type: string data: $ref: '#/components/schemas/OAT.Integrations.HiddenLevers.Dto.Portfolio_Rep_Managed.RepManagedRequest.Data' xml: name: RepManagedRequest type: object OAT.Integrations.HiddenLevers.Dto.Portfolio_Rep_Managed.RepManagedRequest.Capitalgains: properties: shortGain: type: number format: float longGain: type: integer format: int32 maxCapitalGains1: type: integer format: int32 maxCapitalGains2: type: integer format: int32 maxCapitalGains3: type: integer format: int32 xml: name: Capitalgains type: object OAT.Integrations.HiddenLevers.Dto.RiskProfile.StyleRawBreakdown: properties: large-blend: type: number format: double mid-blend: type: number format: double small-blend: type: number format: double large-value: type: number format: double mid-value: type: number format: double small-value: type: number format: double large-growth: type: number format: double mid-growth: type: number format: double small-growth: type: number format: double xml: name: StyleRawBreakdown type: object OAT.Integrations.HiddenLevers.Dto.Portfolio_Rep_Managed.RepManagedRequest.Securityrestriction: properties: name: type: string ticker: type: string restrictionType: type: string minWeight: type: number format: float maxWeight: type: number format: float xml: name: Securityrestriction type: object OAT.Integrations.HiddenLevers.Dto.StressTest.StressTestREquestPositionDto: properties: ticker: type: string quantity: type: number format: double xml: name: StressTestREquestPositionDto type: object OAT.Integrations.HiddenLevers.Dto.RiskProfile.FiCreditBreakdown: properties: AAA: type: number format: double AA: type: number format: double A: type: number format: double BBB: type: number format: double BB: type: number format: double B: type: number format: double Below B / Unrated: type: number format: double xml: name: FiCreditBreakdown type: object securitySchemes: Authorization: type: apiKey description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"' name: Authorization in: header