openapi: 3.2.0 info: version: V1 title: Orion Connect Integrations/Laser App API x-swagger-net-version: 8.4.12.001 servers: - url: https://api.orionadvisor.com/api tags: - name: Integrations/LaserApp paths: /v1/Integrations/LaserApp/Accounts/{accountId}/Forms: get: tags: - Integrations/LaserApp summary: Returns a list of forms available for the specified criteria operationId: LaserApp_GetFormsForAccount parameters: - name: accountId in: path description: The id of the account to returns forms for. required: true schema: type: integer format: int32 - name: sourceOfFunds in: query description: The source of funds related to the account. required: false schema: type: string enum: - Rollover - Transfer - ACHWIRE - CashCheck - name: formType in: query description: 'Form types for the selected account: 1 = New Account, 2 = Distribution' required: false schema: type: string enum: - NewAccount - Distribution responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto' xml: name: FormRecordDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto' xml: name: FormRecordDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto' xml: name: FormRecordDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto' xml: name: FormRecordDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto' xml: name: FormRecordDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto' xml: name: FormRecordDto wrapped: true type: array security: - Authorization: [] /v1/Integrations/LaserApp/Accounts/{accountId}/Submit: post: tags: - Integrations/LaserApp summary: Laser app submit forms for account operationId: LaserApp_SubmitFormsForAccount parameters: - name: accountId in: path description: Account id to pass to LaserApp 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: [] requestBody: content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto' xml: name: FormRecordDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto' xml: name: FormRecordDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto' xml: name: FormRecordDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto' xml: name: FormRecordDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto' xml: name: FormRecordDto wrapped: true type: array application/x-www-form-urlencoded: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto' xml: name: FormRecordDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto' xml: name: FormRecordDto wrapped: true type: array description: An array of FormRecord objects that will be populated in LaserApp required: true x-summary-source: derived /v1/Integrations/LaserApp/Configuration: get: tags: - Integrations/LaserApp summary: Retrieves LaserApp Integration details operationId: LaserApp_GetConfiguration parameters: - name: custodianId in: query required: false schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAT.Integrations.LaserApp.IntegrationConfig' application/json: schema: $ref: '#/components/schemas/OAT.Integrations.LaserApp.IntegrationConfig' text/json: schema: $ref: '#/components/schemas/OAT.Integrations.LaserApp.IntegrationConfig' application/xml: schema: $ref: '#/components/schemas/OAT.Integrations.LaserApp.IntegrationConfig' text/xml: schema: $ref: '#/components/schemas/OAT.Integrations.LaserApp.IntegrationConfig' multipart/form-data: schema: $ref: '#/components/schemas/OAT.Integrations.LaserApp.IntegrationConfig' security: - Authorization: [] put: tags: - Integrations/LaserApp summary: Saves laserapp integration settings operationId: LaserApp_UpdateConfiguration parameters: - name: custodianId in: query required: false schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAT.Integrations.LaserApp.IntegrationConfig' application/json: schema: $ref: '#/components/schemas/OAT.Integrations.LaserApp.IntegrationConfig' text/json: schema: $ref: '#/components/schemas/OAT.Integrations.LaserApp.IntegrationConfig' application/xml: schema: $ref: '#/components/schemas/OAT.Integrations.LaserApp.IntegrationConfig' text/xml: schema: $ref: '#/components/schemas/OAT.Integrations.LaserApp.IntegrationConfig' multipart/form-data: schema: $ref: '#/components/schemas/OAT.Integrations.LaserApp.IntegrationConfig' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAT.Integrations.LaserApp.IntegrationConfig' application/json: schema: $ref: '#/components/schemas/OAT.Integrations.LaserApp.IntegrationConfig' text/json: schema: $ref: '#/components/schemas/OAT.Integrations.LaserApp.IntegrationConfig' application/xml: schema: $ref: '#/components/schemas/OAT.Integrations.LaserApp.IntegrationConfig' text/xml: schema: $ref: '#/components/schemas/OAT.Integrations.LaserApp.IntegrationConfig' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAT.Integrations.LaserApp.IntegrationConfig' multipart/form-data: schema: $ref: '#/components/schemas/OAT.Integrations.LaserApp.IntegrationConfig' required: true /v1/Integrations/LaserApp/Configuration/Test: get: tags: - Integrations/LaserApp summary: Checks to see if laserapp integration has been setup for this database operationId: LaserApp_CheckConfiguration 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/LaserApp/Forms: get: tags: - Integrations/LaserApp summary: Returns a list of forms available from LaserApp operationId: LaserApp_GetForms parameters: - name: resetCache in: query description: 'Optional. Default: false. If true the list of forms will be refreshed from LaserApp. If false, the list will only be updated if it has been 10 hours since the last time it was updated.' required: false schema: type: boolean default: false - name: custodianId in: query description: Optional. Return all forms that have this paperwork assignment. required: false schema: type: integer format: int32 - name: brokerDealerId in: query description: Optional. Return all forms that have this paperwork assignment. required: false schema: type: integer format: int32 - name: managementStyleId in: query description: Optional. Return all forms that have this paperwork assignment. required: false schema: type: integer format: int32 - name: fundFamilyId in: query description: Optional. Return all forms that have this paperwork assignment. required: false schema: type: integer format: int32 - name: accountTypeId in: query description: Obsolete. Will be removed after August 2016. Replaced with registrationTypeId. required: false schema: type: integer format: int32 - name: registrationTypeId in: query description: Optional. Return all forms that have this paperwork assignment. required: false schema: type: integer format: int32 - name: representativeId in: query description: Optional. Return all forms that have this paperwork assignment. required: false schema: type: integer format: int32 - name: subadvisorId in: query description: Optional. Return all forms that have this paperwork assignment. required: false schema: type: integer format: int32 - name: sourceOfFunds in: query required: false schema: type: string enum: - Rollover - Transfer - ACHWIRE - CashCheck - name: formType in: query required: false schema: type: string enum: - NewAccount - Distribution responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto' xml: name: FormRecordDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto' xml: name: FormRecordDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto' xml: name: FormRecordDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto' xml: name: FormRecordDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto' xml: name: FormRecordDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto' xml: name: FormRecordDto wrapped: true type: array security: - Authorization: [] /v1/Integrations/LaserApp/Forms/{key}: get: tags: - Integrations/LaserApp summary: Gets the form that has the provided key. operationId: LaserApp_GetFormByKey parameters: - name: key in: path description: Key of the desired return object. required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordFullDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordFullDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordFullDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordFullDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordFullDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordFullDto' security: - Authorization: [] put: tags: - Integrations/LaserApp operationId: LaserApp_UpdateForm 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.Portfolio.Paperwork.FormRecordFullDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordFullDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordFullDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordFullDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordFullDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordFullDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordFullDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordFullDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordFullDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordFullDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordFullDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordFullDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordFullDto' required: true summary: Laser app update form x-summary-source: derived /v1/Integrations/LaserApp/Forms/Search: get: tags: - Integrations/LaserApp operationId: LaserApp_GetLaserAppFormSearch parameters: - name: search in: query required: true schema: type: string responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto' xml: name: FormRecordDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto' xml: name: FormRecordDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto' xml: name: FormRecordDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto' xml: name: FormRecordDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto' xml: name: FormRecordDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto' xml: name: FormRecordDto wrapped: true type: array security: - Authorization: [] summary: Laser app get laser app form search x-summary-source: derived /v1/Integrations/LaserApp/Forms/Search/{search}: get: tags: - Integrations/LaserApp operationId: LaserApp_GetV1IntegrationsLaserAppFormsSearchBySearch parameters: - name: search in: path required: true schema: type: string responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto' xml: name: FormRecordDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto' xml: name: FormRecordDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto' xml: name: FormRecordDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto' xml: name: FormRecordDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto' xml: name: FormRecordDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto' xml: name: FormRecordDto wrapped: true type: array security: - Authorization: [] summary: Laser app get V1 integrations laser app forms search by search x-summary-source: derived /v1/Integrations/LaserApp/PostBackFromLaserApp: post: tags: - Integrations/LaserApp summary: This endpoint is called from the LaserApp application, to post the filled out… operationId: LaserApp_PostBackFromLaserAppAsync parameters: - name: request in: header required: true schema: type: object 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: [] components: schemas: OAT.Integrations.LaserApp.IntegrationConfig: properties: partnerId: type: string formsServiceUserName: type: string formsServiceAuthCode: type: string formsServiceURL: type: string anywhereServiceAuthCode: type: string anywhereServiceURL: type: string postUrl: type: string postFormat: type: string enum: - Raw_no_image - PDF - TIF - Fillable_PDF theme: type: string enum: - brown_chocolate - black_stripes - blue_spirit - orange_oktoberfest - red_firehouse - green_fairway - blue_overcast sigMethod: type: string enum: - NoFormsSignable - Basic - DocuSign - Silanis - SIGNiX remoteSigAuth: type: string remoteSigPass: type: string remoteSigId: type: boolean postButtonCaption: type: string signIXClientId: type: string signIXSubmitterEmail: type: string printButtonState: type: string enum: - Print_button_enabled - Print_button_disabled - Print_button_invisible smartEnforce: type: string enum: - Smart_fields_optional - Smart_fields_required xml: name: IntegrationConfig type: object OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordFullDto: properties: selections: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormSelectionDto' xml: name: FormSelectionDto wrapped: true type: array id: type: integer format: int32 guid: type: string title: type: string majorVersion: type: integer format: int32 minorVersion: type: integer format: int32 cDate: type: string format: date-time rDate: type: string format: date-time pages: type: integer format: int32 isRequired: type: boolean paperworkSource: type: string enum: - LaserApp - AdvisoryWorld - Firm - Quik xml: name: FormRecordFullDto type: object OAS.WebApi.DTO.Portfolio.Paperwork.FormSelectionDto: properties: id: type: integer format: int32 custodian: type: string custodianId: type: integer format: int32 brokerDealer: type: string brokerDealerId: type: integer format: int32 managementStyle: type: string platformId: type: integer format: int32 fundFamily: type: string fundFamilyId: type: integer format: int32 accountType: type: string registrationTypeId: type: integer format: int32 representative: type: string representativeId: type: integer format: int32 subAdvisor: type: string subAdvisorId: type: integer format: int32 sourceOfFunds: type: string enum: - Rollover - Transfer - ACHWIRE - CashCheck formType: type: string enum: - NewAccount - Distribution feeScheduleId: type: integer format: int32 feeSchedule: type: string xml: name: FormSelectionDto type: object OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto: properties: id: type: integer format: int32 guid: type: string title: type: string majorVersion: type: integer format: int32 minorVersion: type: integer format: int32 cDate: type: string format: date-time rDate: type: string format: date-time pages: type: integer format: int32 isRequired: type: boolean paperworkSource: type: string enum: - LaserApp - AdvisoryWorld - Firm - Quik xml: name: FormRecordDto type: object securitySchemes: Authorization: type: apiKey description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"' name: Authorization in: header