openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Integrations/Lexis Nexis API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Integrations/LexisNexis
paths:
  /v1/Integrations/LexisNexis/Actions/Approve:
    put:
      tags:
      - Integrations/LexisNexis
      summary: Approves a list of Search Results matching a set of IDs, with the provided…
      operationId: LexisNexis_ApproveResultsAsync
      parameters:
      - name: ct
        in: header
        required: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.SearchResultDto'
                xml:
                  name: SearchResultDto
                  wrapped: true
                type: array
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.SearchResultDto'
                xml:
                  name: SearchResultDto
                  wrapped: true
                type: array
            text/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.SearchResultDto'
                xml:
                  name: SearchResultDto
                  wrapped: true
                type: array
            application/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.SearchResultDto'
                xml:
                  name: SearchResultDto
                  wrapped: true
                type: array
            text/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.SearchResultDto'
                xml:
                  name: SearchResultDto
                  wrapped: true
                type: array
            multipart/form-data:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.SearchResultDto'
                xml:
                  name: SearchResultDto
                  wrapped: true
                type: array
      security:
      - Authorization: []
      requestBody:
        content:
          text/plain:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.ApprovalDto'
          application/json:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.ApprovalDto'
          text/json:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.ApprovalDto'
          application/x-www-form-urlencoded:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.ApprovalDto'
          multipart/form-data:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.ApprovalDto'
        description: A list of search result ids to approve, and the approval reason.
        required: true
  /v1/Integrations/LexisNexis/Actions/Remove:
    post:
      tags:
      - Integrations/LexisNexis
      summary: Disconnects the integration for the firm
      operationId: LexisNexis_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/LexisNexis/Actions/RunNow:
    post:
      tags:
      - Integrations/LexisNexis
      summary: Runs an on-demand query of all active accounts and sends the data to the…
      description: 'This endpoint is limited to scanning all accounts, but it will use the SearchDetail defined in

        the SearchSchedule table row.

        The firm will have only one record in the SearchSchedules table, which will be used to populate the

        LexisNexis configuration instance for the firm. Since the SearchSchedule properties in the configuration

        may not match what this endpoint does, the only configuration value used is the level of detail

        for the batch process(Basic or Premium / Strict ).The level of detail specifies how well false positives are

        screened out, and determines the per - account charges for the scans.

        Levels of detail can be viewed or defined in the LexisNexis Bridger web application by the Compliance team.'
      operationId: LexisNexis_RunNowAsync
      parameters:
      - name: ct
        in: header
        required: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.IntegrationConfigDto'
            application/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.IntegrationConfigDto'
            text/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.IntegrationConfigDto'
            application/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.IntegrationConfigDto'
            text/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.IntegrationConfigDto'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.IntegrationConfigDto'
      security:
      - Authorization: []
  /v1/Integrations/LexisNexis/Actions/Setup:
    post:
      tags:
      - Integrations/LexisNexis
      summary: Connects the integration for the firm
      operationId: LexisNexis_SetupServiceAsync
      parameters:
      - name: ct
        in: header
        required: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.IntegrationConfigDto'
            application/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.IntegrationConfigDto'
            text/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.IntegrationConfigDto'
            application/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.IntegrationConfigDto'
            text/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.IntegrationConfigDto'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.IntegrationConfigDto'
      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'
        description: The parameters required to setup the partner app.
        required: true
  /v1/Integrations/LexisNexis/Configuration:
    get:
      tags:
      - Integrations/LexisNexis
      summary: Get the configuration of the LexisNexis integration partner app
      operationId: LexisNexis_GetLexisNexisConfiguration
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.IntegrationConfigDto'
            application/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.IntegrationConfigDto'
            text/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.IntegrationConfigDto'
            application/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.IntegrationConfigDto'
            text/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.IntegrationConfigDto'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.IntegrationConfigDto'
      security:
      - Authorization: []
    put:
      tags:
      - Integrations/LexisNexis
      operationId: LexisNexis_UpdateLexisNexisConfigurationAsync
      parameters:
      - name: ct
        in: header
        required: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.IntegrationConfigDto'
            application/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.IntegrationConfigDto'
            text/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.IntegrationConfigDto'
            application/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.IntegrationConfigDto'
            text/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.IntegrationConfigDto'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.IntegrationConfigDto'
      security:
      - Authorization: []
      requestBody:
        content:
          text/plain:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.IntegrationConfigDto'
          application/json:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.IntegrationConfigDto'
          text/json:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.IntegrationConfigDto'
          application/xml:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.IntegrationConfigDto'
          text/xml:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.IntegrationConfigDto'
          application/x-www-form-urlencoded:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.IntegrationConfigDto'
          multipart/form-data:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.IntegrationConfigDto'
        required: true
      summary: Lexis nexis update lexis nexis configuration async
      x-summary-source: derived
  /v1/Integrations/LexisNexis/Results:
    get:
      tags:
      - Integrations/LexisNexis
      summary: Get all of the searches that the authorized user can read
      operationId: LexisNexis_GetAllSearchResultsAsync
      parameters:
      - name: open
        in: query
        required: false
        schema:
          type: boolean
      - name: ct
        in: header
        required: false
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.SearchResultDto'
                xml:
                  name: SearchResultDto
                  wrapped: true
                type: array
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.SearchResultDto'
                xml:
                  name: SearchResultDto
                  wrapped: true
                type: array
            text/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.SearchResultDto'
                xml:
                  name: SearchResultDto
                  wrapped: true
                type: array
            application/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.SearchResultDto'
                xml:
                  name: SearchResultDto
                  wrapped: true
                type: array
            text/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.SearchResultDto'
                xml:
                  name: SearchResultDto
                  wrapped: true
                type: array
            multipart/form-data:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.SearchResultDto'
                xml:
                  name: SearchResultDto
                  wrapped: true
                type: array
      security:
      - Authorization: []
      requestBody:
        content:
          text/plain:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.ComplianceFilterDto'
              xml:
                name: ComplianceFilterDto
                wrapped: true
              type: array
          application/json:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.ComplianceFilterDto'
              xml:
                name: ComplianceFilterDto
                wrapped: true
              type: array
          text/json:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.ComplianceFilterDto'
              xml:
                name: ComplianceFilterDto
                wrapped: true
              type: array
          application/xml:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.ComplianceFilterDto'
              xml:
                name: ComplianceFilterDto
                wrapped: true
              type: array
          text/xml:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.ComplianceFilterDto'
              xml:
                name: ComplianceFilterDto
                wrapped: true
              type: array
          application/x-www-form-urlencoded:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.ComplianceFilterDto'
              xml:
                name: ComplianceFilterDto
                wrapped: true
              type: array
          multipart/form-data:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Compliance.ComplianceFilterDto'
              xml:
                name: ComplianceFilterDto
                wrapped: true
              type: array
        required: true
  /v1/Integrations/LexisNexis/Results/Details/{searchResultId}:
    get:
      tags:
      - Integrations/LexisNexis
      operationId: LexisNexis_GetResultDetailsAsync
      parameters:
      - name: searchResultId
        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.DataProcess.DTO.Integration.LexisNexis.SearchResultDetailsDto'
            application/json:
              schema:
                $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.LexisNexis.SearchResultDetailsDto'
            text/json:
              schema:
                $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.LexisNexis.SearchResultDetailsDto'
            application/xml:
              schema:
                $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.LexisNexis.SearchResultDetailsDto'
            text/xml:
              schema:
                $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.LexisNexis.SearchResultDetailsDto'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.LexisNexis.SearchResultDetailsDto'
      security:
      - Authorization: []
      summary: Lexis nexis get result details async
      x-summary-source: derived
  /v1/Integrations/LexisNexis/Searches:
    get:
      tags:
      - Integrations/LexisNexis
      summary: Get all of the search results that the authorized user can read.
      operationId: LexisNexis_GetAllSearchesAsync
      parameters:
      - name: searchId
        in: query
        description: The search result unique id.
        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.WebApi.DTO.Integrations.LexisNexis.SearchScheduleDto'
                xml:
                  name: SearchScheduleDto
                  wrapped: true
                type: array
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.SearchScheduleDto'
                xml:
                  name: SearchScheduleDto
                  wrapped: true
                type: array
            text/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.SearchScheduleDto'
                xml:
                  name: SearchScheduleDto
                  wrapped: true
                type: array
            application/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.SearchScheduleDto'
                xml:
                  name: SearchScheduleDto
                  wrapped: true
                type: array
            text/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.SearchScheduleDto'
                xml:
                  name: SearchScheduleDto
                  wrapped: true
                type: array
            multipart/form-data:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.LexisNexis.SearchScheduleDto'
                xml:
                  name: SearchScheduleDto
                  wrapped: true
                type: array
      security:
      - Authorization: []
components:
  schemas:
    OAS.WebApi.DTO.Integrations.LexisNexis.SearchResultDto:
      properties:
        id:
          type: integer
          format: int32
        issueStatusIcon:
          readOnly: true
          type: string
        issueStatus:
          readOnly: true
          type: string
        hasIssue:
          type: boolean
        lexisNexisSearchId:
          type: string
        registrationId:
          type: integer
          format: int32
        registrationName:
          type: string
        registrationType:
          type: string
        registrationCreated:
          type: string
          format: date-time
        clientId:
          type: integer
          format: int32
        message:
          type: string
        dbName:
          type: string
        ria:
          type: string
        brokerDealer:
          type: string
        representative:
          type: string
        approvedBy:
          type: string
        approvedId:
          type: integer
          format: int32
        approvedDate:
          type: string
          format: date-time
        approvalReason:
          type: string
        alClientId:
          type: integer
          format: int32
      xml:
        name: SearchResultDto
      type: object
    OAS.DataProcess.DTO.Integration.LexisNexis.Results.MatchEntityId:
      properties:
        label:
          type: string
        number:
          type: string
        issuer:
          type: string
        issueDate:
          type: string
        expDate:
          type: string
        notes:
          type: string
        id:
          type: integer
          format: int32
        idSpecified:
          type: boolean
        type:
          type: integer
          format: int32
        typeSpecified:
          type: boolean
      xml:
        name: MatchEntityId
      type: object
    OAS.DataProcess.DTO.Integration.LexisNexis.Results.MatchEntityNamedItem:
      properties:
        id:
          type: integer
          format: int32
        idSpecified:
          type: boolean
        type:
          type: integer
          format: int32
        typeSpecified:
          type: boolean
        text:
          type: string
      xml:
        name: MatchEntityNamedItem
      type: object
    OAS.DataProcess.DTO.Integration.LexisNexis.Results.MatchEntityDescription:
      properties:
        value:
          type: string
        notes:
          type: string
        id:
          type: integer
          format: int32
        idSpecified:
          type: boolean
        type:
          type: integer
          format: int32
        typeSpecified:
          type: boolean
      xml:
        name: MatchEntityDescription
      type: object
    OAS.DataProcess.DTO.Integration.LexisNexis.Results.MatchEntityAka:
      properties:
        title:
          type: string
        full:
          type: string
        first:
          type: string
        middle:
          type: string
        last:
          type: string
        generation:
          type: string
        notes:
          type: string
        id:
          type: integer
          format: int32
        idSpecified:
          type: boolean
        type:
          type: integer
          format: int32
        typeSpecified:
          type: boolean
        category:
          type: integer
          format: int32
        categorySpecified:
          type: boolean
      xml:
        name: MatchEntityAka
      type: object
    OAS.DataProcess.DTO.Integration.LexisNexis.Results.MatchEntityName:
      properties:
        title:
          type: string
        full:
          type: string
        first:
          type: string
        middle:
          type: string
        last:
          type: string
        generation:
          type: string
      xml:
        name: MatchEntityName
      type: object
    OAS.DataProcess.DTO.Integration.LexisNexis.SearchResultDetailsDto:
      properties:
        registrationId:
          type: integer
          format: int32
        address1:
          type: string
        address2:
          type: string
        address3:
          type: string
        city:
          type: string
        state:
          type: string
        postalCode:
          type: string
        country:
          type: string
        firstName:
          type: string
        fullName:
          type: string
        lastName:
          type: string
        businessPhone:
          type: string
        homePhone:
          type: string
        mobilePhone:
          type: string
        ssn:
          type: string
        match:
          $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.LexisNexis.Results.WatchListMatch'
      xml:
        name: SearchResultDetailsDto
      type: object
    OAS.DataProcess.DTO.Integration.LexisNexis.Results.MatchEntityAddress:
      properties:
        full:
          type: string
        street_1:
          type: string
        street_2:
          type: string
        city:
          type: string
        state:
          type: string
        postalCode:
          type: string
        country:
          type: string
        notes:
          type: string
        id:
          type: integer
          format: int32
        idSpecified:
          type: boolean
        type:
          type: integer
          format: int32
        typeSpecified:
          type: boolean
      xml:
        name: MatchEntityAddress
      type: object
    OAS.WebApi.DTO.Integrations.LexisNexis.IntegrationConfigDto:
      description: The configuration details for the Lexis Nexis integration.
      properties:
        lastRun:
          description: The date and time of the last completed run; null if not run.
          type: string
          format: date-time
        enabled:
          description: 'True if a watchlist search is enabled.


            If the user is scanning all registrations manually, this value is ignored.'
          type: boolean
        installed:
          description: 'True if the integration is installed for the firm.


            If the user is scanning all registrations manually, this value is ignored.'
          type: boolean
        selectedFrequency:
          description: The SearchFrequency that has been selected by the user.
          type: string
          enum:
          - OnDemand
          - DailyNewAccounts
          - Monthly
          - Quarterly
        selectedDetailLevel:
          description: The SearchDetailLevel that has been selected by the user.
          type: string
          enum:
          - Basic
          - Premium
        lastSearch:
          description: The DateTime of the last attempted search to Lexis Nexis.
          type: string
          format: date-time
        searchStatus:
          description: The Search Status of the last attempted search to Lexis Nexis.
          type: string
          enum:
          - NoRuns
          - Success
          - Error
        lastError:
          description: The error message of the last attempted search to Lexis Nexis, if an error occurred.
          type: string
        isProcessing:
          description: Flag indicating whether the search is currently being processed.
          type: boolean
        lastQuery:
          description: Nullable date and time of the last query for data for the search.
          type: string
          format: date-time
        lastSent:
          description: Nullable date and time the data was sent to LexisNexis for the search.
          type: string
          format: date-time
        lastFetched:
          description: Nullable date and time the result file was fetched from LexisNexis.
          type: string
          format: date-time
        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: IntegrationConfigDto
      type: object
    OAS.WebApi.DTO.Integrations.LexisNexis.SearchScheduleDto:
      properties:
        id:
          type: integer
          format: int32
        enabled:
          type: boolean
        searchFrequency:
          type: string
          enum:
          - OnDemand
          - DailyNewAccounts
          - Monthly
          - Quarterly
        uploadTargetId:
          type: integer
          format: int32
        isProcessing:
          type: boolean
        lastQuery:
          type: string
          format: date-time
        lastSent:
          type: string
          format: date-time
        lastFetched:
          type: string
          format: date-time
        lastSearch:
          type: string
          format: date-time
        lastError:
          type: string
        searchSelection:
          type: string
          enum:
          - ALL
          - NEW
      xml:
        name: SearchScheduleDto
      type: object
    OAS.WebApi.DTO.Compliance.ComplianceFilterDto:
      properties:
        label:
          type: string
        entity:
          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
        selected:
          items:
            type: object
          type: array
        selectedIds:
          items:
            type: integer
            format: int32
          type: array
        hideSection:
          type: boolean
        exclude:
          type: boolean
      xml:
        name: ComplianceFilterDto
      type: object
    OAS.DataProcess.DTO.Integration.LexisNexis.Results.BasicScoredTypeInputList:
      properties:
        type:
          type: integer
          format: int32
        typeSpecified:
          type: boolean
        score:
          type: integer
          format: int32
        scoreSpecified:
          type: boolean
        input:
          type: string
        list:
          type: string
      xml:
        name: BasicScoredTypeInputList
      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.DataProcess.DTO.Integration.LexisNexis.Results.WatchListMatch:
      properties:
        entityName:
          type: string
        entityScore:
          type: string
        gatewayOFACScreeningIndicator:
          type: string
        secondaryOFACScreeningIndicator:
          type: string
        bestCountry:
          type: string
        bestCountryScore:
          type: string
        bestName:
          type: string
        bestNameScore:
          type: string
        fileName:
          type: string
        sourceDate:
          type: string
        distributionDate:
          type: string
        resultDate:
          type: string
        entityUniqueID:
          type: string
        gatewayOFACScreeningIndicatorMatch:
          type: string
        secondaryOFACScreeningIndicatorMatch:
          type: string
        errorCode:
          type: string
        errorMessage:
          type: string
        matchSummary:
          $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.LexisNexis.Results.MatchSummary'
        matchDetails:
          items:
            $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.LexisNexis.Results.MatchEntity'
          xml:
            name: MatchEntity
            wrapped: true
          type: array
        id:
          type: integer
          format: int32
        idSpecified:
          type: boolean
        xmlString:
          type: string
      xml:
        name: WatchListMatch
      type: object
    OAS.DataProcess.DTO.Integration.LexisNexis.Results.MatchEntity:
      properties:
        country:
          type: string
        number:
          type: string
        date:
          type: string
        reason:
          type: string
        checkSum:
          type: string
        gender:
          type: string
        name:
          items:
            $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.LexisNexis.Results.MatchEntityName'
          xml:
            name: MatchEntityName
            wrapped: true
          type: array
        notes:
          type: string
        altNames:
          items:
            $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.LexisNexis.Results.MatchEntityNamedItem'
          xml:
            name: MatchEntityNamedItem
            wrapped: true
          type: array
        codes:
          items:
            $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.LexisNexis.Results.MatchEntityNamedItem'
          xml:
            name: MatchEntityNamedItem
            wrapped: true
          type: array
        terms:
          items:
            $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.LexisNexis.Results.MatchEntityNamedItem'
          xml:
            name: MatchEntityNamedItem
            wrapped: true
          type: array
        cities:
          items:
            $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.LexisNexis.Results.MatchEntityNamedItem'
          xml:
            name: MatchEntityNamedItem
            wrapped: true
          type: array
        ports:
          items:
            $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.LexisNexis.Results.MatchEntityNamedItem'
          xml:
            name: MatchEntityNamedItem
            wrapped: true
          type: array
        akas:
          items:
            $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.LexisNexis.Results.MatchEntityAka'
          xml:
            name: MatchEntityAka
            wrapped: true
          type: array
        addresses:
          items:
            $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.LexisNexis.Results.MatchEntityAddress'
          xml:
            name: MatchEntityAddress
            wrapped: true
          type: array
        phones:
          items:
            $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.LexisNexis.Results.MatchEntityPhone'
          xml:
            name: MatchEntityPhone
            wrapped: true
          type: array
        ids:
          items:
            $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.LexisNexis.Results.MatchEntityId'
          xml:
            name: MatchEntityId
            wrapped: true
          type: array
        descriptions:
          items:
            $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.LexisNexis.Results.MatchEntityDescription'
          xml:
            name: MatchEntityDescription
            wrapped: true
          type: array
        type:
          type: string
      xml:
        name: MatchEntity
      type: object
    OAS.DataProcess.DTO.Integration.LexisNexis.Results.MatchSummary:
      properties:
        gender:
          $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.LexisNexis.Results.BasicInputList'
        addressMatches:
          items:
            $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.LexisNexis.Results.BasicScoredTypeInputList'
          xml:
            name: BasicScoredTypeInputList
            wrapped: true
          type: array
        dobMatches:
          items:
            $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.LexisNexis.Results.BasicScoredInputList'
          xml:
            name: BasicScoredInputList
            wrapped: true
          type: array
        idMatches:
          items:
            $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.LexisNexis.Results.BasicScoredTypeInputList'
          xml:
            name: BasicScoredTypeInputList
            wrapped: true
          type: array
        phoneMatches:
          items:
            $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.LexisNexis.Results.BasicScoredTypeInputList'
          xml:
            name: BasicScoredTypeInputList
            wrapped: true
          type: array
      xml:
        name: MatchSummary
      type: object
    OAS.WebApi.DTO.Integrations.LexisNexis.ApprovalDto:
      properties:
        ids:
          description: The collection of Search Result Ids to apply the reason to.
          items:
            type: integer
            format: int32
          type: array
        reason:
          description: The reason to apply to the search results with the above ids.
          type: string
        hasIssue:
          description: Whether the issue is valid or not.
          type: boolean
      xml:
        name: ApprovalDto
      type: object
    OAS.DataProcess.DTO.Integration.LexisNexis.Results.BasicInputList:
      properties:
        input:
          type: string
        list:
          type: string
      xml:
        name: BasicInputList
      type: object
    OAS.DataProcess.DTO.Integration.LexisNexis.Results.MatchEntityPhone:
      properties:
        number:
          type: string
        notes:
          type: string
        id:
          type: integer
          format: int32
        idSpecified:
          type: boolean
        type:
          type: integer
          format: int32
        typeSpecified:
          type: boolean
      xml:
        name: MatchEntityPhone
      type: object
    OAS.DataProcess.DTO.Integration.LexisNexis.Results.BasicScoredInputList:
      properties:
        score:
          type: integer
          format: int32
        scoreSpecified:
          type: boolean
        input:
          type: string
        list:
          type: string
      xml:
        name: BasicScoredInputList
      type: object
  securitySchemes:
    Authorization:
      type: apiKey
      description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
      name: Authorization
      in: header