openapi: 3.2.0 info: version: V1 title: Orion Connect Integrations/Money Guide Pro API x-swagger-net-version: 8.4.12.001 servers: - url: https://api.orionadvisor.com/api tags: - name: Integrations/MoneyGuidePro paths: /v1/Integrations/MoneyGuidePro/Configuration: get: tags: - Integrations/MoneyGuidePro summary: Retrieves MoneyGuidePro Integration details operationId: MoneyGuidePro_GetConfigurationAsync parameters: - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.IntegrationConfig' application/json: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.IntegrationConfig' text/json: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.IntegrationConfig' application/xml: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.IntegrationConfig' text/xml: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.IntegrationConfig' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.IntegrationConfig' security: - Authorization: [] put: tags: - Integrations/MoneyGuidePro summary: Saves MoneyGuidePro integration settings operationId: MoneyGuidePro_UpdateConfiguration responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.IntegrationConfig' application/json: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.IntegrationConfig' text/json: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.IntegrationConfig' application/xml: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.IntegrationConfig' text/xml: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.IntegrationConfig' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.IntegrationConfig' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.IntegrationConfig' application/json: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.IntegrationConfig' text/json: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.IntegrationConfig' application/xml: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.IntegrationConfig' text/xml: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.IntegrationConfig' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.IntegrationConfig' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.IntegrationConfig' required: true /v1/Integrations/MoneyGuidePro/Configuration/Client: get: tags: - Integrations/MoneyGuidePro summary: Retrieves MoneyGuidePro Integration details operationId: MoneyGuidePro_GetClientConfigurationAsync parameters: - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ClientIntegrationConfig' application/json: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ClientIntegrationConfig' text/json: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ClientIntegrationConfig' application/xml: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ClientIntegrationConfig' text/xml: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ClientIntegrationConfig' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ClientIntegrationConfig' security: - Authorization: [] put: tags: - Integrations/MoneyGuidePro summary: Saves MoneyGuidePro Client-level integration settings operationId: MoneyGuidePro_PutV1IntegrationsMoneyGuideProConfigurationClient parameters: - name: userDetailId in: query description: The User Detail ID of the {OAS.DataModel.Portfolio.Client} user whose configuration is to be updated. 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.Integrations.MoneyGuidePro.ClientIntegrationConfig' application/json: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ClientIntegrationConfig' text/json: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ClientIntegrationConfig' application/xml: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ClientIntegrationConfig' text/xml: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ClientIntegrationConfig' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ClientIntegrationConfig' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ClientIntegrationConfig' application/json: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ClientIntegrationConfig' text/json: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ClientIntegrationConfig' application/xml: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ClientIntegrationConfig' text/xml: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ClientIntegrationConfig' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ClientIntegrationConfig' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ClientIntegrationConfig' description: A {OAS.Integrations.MoneyGuidePro.ClientIntegrationConfig} object with the values to store for the {OAS.DataModel.Portfolio.Client}. required: true post: tags: - Integrations/MoneyGuidePro summary: Saves MoneyGuidePro Client-level integration settings operationId: MoneyGuidePro_UpdateClientConfigurationAsync parameters: - name: userDetailId in: query description: The User Detail ID of the {OAS.DataModel.Portfolio.Client} user whose configuration is to be updated. 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.Integrations.MoneyGuidePro.ClientIntegrationConfig' application/json: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ClientIntegrationConfig' text/json: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ClientIntegrationConfig' application/xml: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ClientIntegrationConfig' text/xml: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ClientIntegrationConfig' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ClientIntegrationConfig' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ClientIntegrationConfig' application/json: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ClientIntegrationConfig' text/json: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ClientIntegrationConfig' application/xml: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ClientIntegrationConfig' text/xml: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ClientIntegrationConfig' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ClientIntegrationConfig' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ClientIntegrationConfig' description: A {OAS.Integrations.MoneyGuidePro.ClientIntegrationConfig} object with the values to store for the {OAS.DataModel.Portfolio.Client}. required: true /v1/Integrations/MoneyGuidePro/Household/{clientId}: get: tags: - Integrations/MoneyGuidePro summary: Get the household data for the specified client ID, and return it as an… operationId: MoneyGuidePro_GetPortfolioDataAsync parameters: - name: clientId in: path required: true schema: type: integer format: int32 - name: cancellation in: header required: false - name: useAltRepQuery in: query description: 'Optional. Default: null. Use alternate process for Rep level api calls. Otherwise, checks SplitIO for setting.' required: false schema: type: boolean responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.DTO.MGPHouseholdInfo' application/json: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.DTO.MGPHouseholdInfo' text/json: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.DTO.MGPHouseholdInfo' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.DTO.MGPHouseholdInfo' security: - Authorization: [] /v1/Integrations/MoneyGuidePro/InsurancePolicies/Client/{clientId}: get: tags: - Integrations/MoneyGuidePro summary: Used to download the MoneyGuidePro Insurance Policies operationId: MoneyGuidePro_DownloadInsurancePoliciesAsync parameters: - name: clientId in: path required: true schema: type: integer format: int32 - name: forceRefresh in: query required: false schema: type: boolean default: false - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.InsurancePoliciesResponse' application/json: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.InsurancePoliciesResponse' text/json: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.InsurancePoliciesResponse' application/xml: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.InsurancePoliciesResponse' text/xml: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.InsurancePoliciesResponse' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.InsurancePoliciesResponse' security: - Authorization: [] /v1/Integrations/MoneyGuidePro/MonteCarloMeter/Client/{clientId}: get: tags: - Integrations/MoneyGuidePro summary: Used to download the MoneyGuidePro Monte Carlo Dial operationId: MoneyGuidePro_DownloadMonteCarloImageAsync parameters: - name: clientId in: path required: true schema: type: integer format: int32 - name: forceRefresh in: query required: false schema: type: boolean default: false - name: includeImage in: query required: false schema: type: boolean default: true - name: imageWidth in: query required: false schema: type: integer format: int32 default: 150 - name: imageHeight in: query required: false schema: type: integer format: int32 default: 75 - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.MonteCarloMeterResponse' application/json: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.MonteCarloMeterResponse' text/json: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.MonteCarloMeterResponse' application/xml: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.MonteCarloMeterResponse' text/xml: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.MonteCarloMeterResponse' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.MonteCarloMeterResponse' security: - Authorization: [] /v1/Integrations/MoneyGuidePro/Networth/Client/{clientId}: get: tags: - Integrations/MoneyGuidePro summary: Used to download the MoneyGuidePro Networth operationId: MoneyGuidePro_DownloadNetworthAsync parameters: - name: clientId in: path required: true schema: type: integer format: int32 - name: forceRefresh in: query required: false schema: type: boolean default: false - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.NetworthResponse' application/json: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.NetworthResponse' text/json: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.NetworthResponse' application/xml: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.NetworthResponse' text/xml: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.NetworthResponse' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.NetworthResponse' security: - Authorization: [] /v1/Integrations/MoneyGuidePro/PlanSummary/Client/{clientId}: get: tags: - Integrations/MoneyGuidePro summary: Used to download the MoneyGuidePro Plan Summary operationId: MoneyGuidePro_DownloadPlanSummaryAsync parameters: - name: clientId in: path required: true schema: type: integer format: int32 - name: forceRefresh in: query required: false schema: type: boolean default: false - name: includeImage in: query required: false schema: type: boolean default: true - name: imageWidth in: query required: false schema: type: integer format: int32 default: 150 - name: imageHeight in: query required: false schema: type: integer format: int32 default: 75 - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.DataModel.Integration.MoneyGuidePro.MPGPlanSummary' application/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integration.MoneyGuidePro.MPGPlanSummary' text/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integration.MoneyGuidePro.MPGPlanSummary' application/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Integration.MoneyGuidePro.MPGPlanSummary' text/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Integration.MoneyGuidePro.MPGPlanSummary' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataModel.Integration.MoneyGuidePro.MPGPlanSummary' security: - Authorization: [] post: tags: - Integrations/MoneyGuidePro operationId: MoneyGuidePro_PostV1IntegrationsMoneyGuideProPlanSummaryClientByClientId 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: $ref: '#/components/schemas/OAS.DataModel.Integration.MoneyGuidePro.MPGPlanSummary' application/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integration.MoneyGuidePro.MPGPlanSummary' text/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integration.MoneyGuidePro.MPGPlanSummary' application/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Integration.MoneyGuidePro.MPGPlanSummary' text/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Integration.MoneyGuidePro.MPGPlanSummary' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataModel.Integration.MoneyGuidePro.MPGPlanSummary' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.PlanSummaryResponse' application/json: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.PlanSummaryResponse' text/json: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.PlanSummaryResponse' application/xml: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.PlanSummaryResponse' text/xml: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.PlanSummaryResponse' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.PlanSummaryResponse' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.PlanSummaryResponse' required: true summary: Money guide pro post V1 integrations money guide pro plan summary client by… x-summary-source: derived /v1/Integrations/MoneyGuidePro/Remove: post: tags: - Integrations/MoneyGuidePro summary: Sets up MoneyGuidePro integration for the current user description: The user must have the necessary privileges to setup the integration. operationId: MoneyGuidePro_RemoveServiceAsync 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/MoneyGuidePro/Settings: get: tags: - Integrations/MoneyGuidePro operationId: MoneyGuidePro_GetSettingsAsync parameters: - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.MoneyGuidePro.MoneyGuideProSettingsDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.MoneyGuidePro.MoneyGuideProSettingsDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.MoneyGuidePro.MoneyGuideProSettingsDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.MoneyGuidePro.MoneyGuideProSettingsDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.MoneyGuidePro.MoneyGuideProSettingsDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.MoneyGuidePro.MoneyGuideProSettingsDto' security: - Authorization: [] summary: Money guide pro get settings async x-summary-source: derived put: tags: - Integrations/MoneyGuidePro operationId: MoneyGuidePro_UpdateSettingsAsync parameters: - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.MoneyGuidePro.MoneyGuideProSettingsDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.MoneyGuidePro.MoneyGuideProSettingsDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.MoneyGuidePro.MoneyGuideProSettingsDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.MoneyGuidePro.MoneyGuideProSettingsDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.MoneyGuidePro.MoneyGuideProSettingsDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.MoneyGuidePro.MoneyGuideProSettingsDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.MoneyGuidePro.MoneyGuideProSettingsDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.MoneyGuidePro.MoneyGuideProSettingsDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.MoneyGuidePro.MoneyGuideProSettingsDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.MoneyGuidePro.MoneyGuideProSettingsDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.MoneyGuidePro.MoneyGuideProSettingsDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.MoneyGuidePro.MoneyGuideProSettingsDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.MoneyGuidePro.MoneyGuideProSettingsDto' required: true summary: Money guide pro update settings async x-summary-source: derived /v1/Integrations/MoneyGuidePro/Setup: post: tags: - Integrations/MoneyGuidePro summary: Sets up MoneyGuidePro integration for the current user description: The user must have the necessary privileges to setup the integration. operationId: MoneyGuidePro_SetupServiceAsync parameters: - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.IntegrationConfig' application/json: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.IntegrationConfig' text/json: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.IntegrationConfig' application/xml: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.IntegrationConfig' text/xml: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.IntegrationConfig' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.IntegrationConfig' 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: An object containing the parameters to set up the service. required: true /v1/Integrations/MoneyGuidePro/SSO/AccessPlan/{clientId}: get: tags: - Integrations/MoneyGuidePro operationId: MoneyGuidePro_AccessPlanSAMLAsync 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: Money guide pro access plan SAML async x-summary-source: derived /v1/Integrations/MoneyGuidePro/SSO/Client/{clientId}: get: tags: - Integrations/MoneyGuidePro operationId: MoneyGuidePro_SsoAsync 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: Money guide pro sso async x-summary-source: derived components: schemas: OAS.Integrations.MoneyGuidePro.DTO.MGPParticipantInfo: properties: participantType: type: integer format: int32 firstName: type: string middleName: type: string lastName: type: string dob: type: string address1: type: string address2: type: string address3: type: string city: type: string state: type: string zipCode: type: string phone: type: string fax: type: string email: type: string employmentStatus: type: string sex: type: integer format: int32 employmentIncome: type: number format: double cMgrKey: type: string participantID: type: integer format: int32 maritalStatus: type: string xml: name: MGPParticipantInfo type: object OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.RefreshPositionsResponse: properties: messages: items: type: string type: array status: type: string enum: - Success - Failure - NotFound - Error xml: name: RefreshPositionsResponse type: object OAS.Integrations.MoneyGuidePro.ClientIntegrationConfig: properties: enabled: type: boolean xml: name: ClientIntegrationConfig type: object OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.PlanSummaryDetail: properties: changes: type: string current: type: string description: type: string recommended: type: string xml: name: PlanSummaryDetail type: object OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.InsurancePolicyBeneficiary: properties: name: type: string percent: type: number format: double xml: name: InsurancePolicyBeneficiary type: object OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.InsurancePoliciesResponse: properties: policies: items: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.InsurancePolicy' xml: name: InsurancePolicy wrapped: true type: array xml: name: InsurancePoliciesResponse type: object OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.NetworthGroup: properties: categories: items: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.NetworthCategory' xml: name: NetworthCategory wrapped: true type: array name: type: string totalValue: type: number format: double xml: name: NetworthGroup type: object OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.PlanSummaryResultCalculation: properties: description: type: string probabilityOfSuccess: type: string safetyMarginCurrent: type: string safetyMarginFuture: type: string xml: name: PlanSummaryResultCalculation type: object OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.InsurancePolicy: properties: annualPremium: type: number format: double beneficiaries: items: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.InsurancePolicyBeneficiary' xml: name: InsurancePolicyBeneficiary wrapped: true type: array cashValue: type: number format: double deathBenefit: type: number format: double insuredName: type: string isAsset: type: boolean name: type: string ownerName: type: string premiumPaid: type: string typeName: type: string xml: name: InsurancePolicy type: object OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.NetworthCategory: properties: name: type: string totalValue: type: number format: double xml: name: NetworthCategory type: object OAS.DataModel.Integration.MoneyGuidePro.Refreshpositionsresponse: properties: messages: type: object status: type: string xml: name: Refreshpositionsresponse type: object OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.NetworthResponse: properties: investmentAssets: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.NetworthGroup' liabilities: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.NetworthGroup' networth: type: number format: double otherAssets: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.NetworthGroup' refreshPositionsResponse: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.RefreshPositionsResponse' totalAssets: type: number format: double xml: name: NetworthResponse type: object OAS.DataModel.Integration.MoneyGuidePro.Detail: properties: changes: type: string current: type: string description: type: string recommended: type: string xml: name: Detail type: object OAS.DataModel.Integration.MoneyGuidePro.Montecarlometer: properties: highlightHtmlColor: type: string image: type: string format: byte imageExtension: type: string isLegacyImage: type: boolean probabilityOfSuccess: type: string refreshPositionsResponse: type: object targetRangeHigh: type: string targetRangeLow: type: string targetText: type: string xml: name: Montecarlometer type: object OAS.Integrations.MoneyGuidePro.DTO.MGPHoldingInfo: properties: cmgrAssetKey: readOnly: true type: string type: type: string description: type: string ticker: type: string cusip: type: string costBasis: type: number format: double currentValue: type: number format: double assetKey: type: string assetClasses: items: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.DTO.MGPAssetClassInfo' xml: name: MGPAssetClassInfo wrapped: true type: array xml: name: MGPHoldingInfo type: object OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.PlanSummaryResults: properties: current: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.PlanSummaryResultsScenario' monteCarloTargetRangeHigh: type: string monteCarloTargetRangeLow: type: string recommended: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.PlanSummaryResultsScenario' xml: name: PlanSummaryResults type: object OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.PlanSummaryResponse: properties: categories: items: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.PlanSummaryCategory' xml: name: PlanSummaryCategory wrapped: true type: array refreshPositionsResponse: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.RefreshPositionsResponse' results: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.PlanSummaryResults' xml: name: PlanSummaryResponse type: object OAS.WebApi.DTO.Integrations.MoneyGuidePro.MoneyGuideProSettingsDto: properties: institutionId: type: integer format: int32 userName: type: string password: type: string xml: name: MoneyGuideProSettingsDto type: object OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.PlanSummaryCategoryHeader: properties: changes: type: string current: type: string description: type: string recommended: type: string xml: name: PlanSummaryCategoryHeader type: object OAS.DataModel.Integration.MoneyGuidePro.Calculation: properties: description: type: string probabilityOfSuccess: type: string safetyMarginCurrent: type: object safetyMarginFuture: type: string xml: name: Calculation type: object OAS.Integrations.MoneyGuidePro.DTO.MGPAssetClassInfo: properties: id: readOnly: true type: string description: type: string percent: type: integer format: int32 assetClassAbbreviation: type: string useAssetClassAbbreviation: type: boolean xml: name: MGPAssetClassInfo 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.DataModel.Integration.MoneyGuidePro.Header: properties: changes: type: string current: type: string description: type: string recommended: type: string xml: name: Header type: object OAS.DataModel.Integration.MoneyGuidePro.Current: properties: calculations: items: $ref: '#/components/schemas/OAS.DataModel.Integration.MoneyGuidePro.Calculation' xml: name: Calculation wrapped: true type: array monteCarloMeter: $ref: '#/components/schemas/OAS.DataModel.Integration.MoneyGuidePro.Montecarlometer' xml: name: Current type: object OAS.Integrations.MoneyGuidePro.DTO.MGPAdvisorInfo: properties: admin: type: string firstName: type: string middleName: type: string lastName: type: string address1: type: string address2: type: string address3: type: string city: type: string state: type: string zipCode: type: string phone: type: string email: type: string email2: type: string cMgrAdvisorKey: type: string securityToken: type: string instId: type: string xml: name: MGPAdvisorInfo type: object OAS.Integrations.MoneyGuidePro.DTO.MGPHouseholdInfo: properties: interface: type: integer format: int32 integrationKey: type: string integrationUserId: type: string advisor: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.DTO.MGPAdvisorInfo' participants: items: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.DTO.MGPParticipantInfo' xml: name: MGPParticipantInfo wrapped: true type: array assets: items: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.DTO.MGPAssetInfo' xml: name: MGPAssetInfo wrapped: true type: array xml: name: MGPHouseholdInfo type: object OAS.Integrations.MoneyGuidePro.IntegrationConfig: properties: userId: type: string password: type: string xml: name: IntegrationConfig type: object OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.PlanSummaryCategory: properties: description: type: string header: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.PlanSummaryCategoryHeader' topics: items: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.PlanSummaryTopic' xml: name: PlanSummaryTopic wrapped: true type: array xml: name: PlanSummaryCategory type: object OAS.DataModel.Integration.MoneyGuidePro.Item: properties: details: items: $ref: '#/components/schemas/OAS.DataModel.Integration.MoneyGuidePro.Detail' xml: name: Detail wrapped: true type: array changes: type: string current: type: string description: type: string recommended: type: string xml: name: Item type: object OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.MonteCarloMeterResponse: properties: highlightHtmlColor: type: string image: type: string format: byte imageExtension: type: string isLegacyImage: type: boolean probabilityOfSuccess: type: string refreshPositionsResponse: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.RefreshPositionsResponse' targetRangeHigh: type: string targetRangeLow: type: string targetText: type: string xml: name: MonteCarloMeterResponse type: object OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.PlanSummaryResultsScenario: properties: calculations: items: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.PlanSummaryResultCalculation' xml: name: PlanSummaryResultCalculation wrapped: true type: array monteCarloMeter: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.MonteCarloMeterResponse' xml: name: PlanSummaryResultsScenario type: object OAS.DataModel.Integration.MoneyGuidePro.MPGPlanSummary: properties: categories: items: $ref: '#/components/schemas/OAS.DataModel.Integration.MoneyGuidePro.Category' xml: name: Category wrapped: true type: array refreshPositionsResponse: $ref: '#/components/schemas/OAS.DataModel.Integration.MoneyGuidePro.Refreshpositionsresponse' results: $ref: '#/components/schemas/OAS.DataModel.Integration.MoneyGuidePro.Results' asOfDate: type: string format: date-time xml: name: MPGPlanSummary type: object OAS.DataModel.Integration.MoneyGuidePro.Topic: properties: items: items: $ref: '#/components/schemas/OAS.DataModel.Integration.MoneyGuidePro.Item' xml: name: Item wrapped: true type: array changes: type: string current: type: string description: type: string recommended: type: string xml: name: Topic type: object OAS.DataModel.Integration.MoneyGuidePro.Recommended: properties: calculations: items: $ref: '#/components/schemas/OAS.DataModel.Integration.MoneyGuidePro.Calculation' xml: name: Calculation wrapped: true type: array monteCarloMeter: $ref: '#/components/schemas/OAS.DataModel.Integration.MoneyGuidePro.Montecarlometer' xml: name: Recommended type: object OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.PlanSummaryItem: properties: details: items: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.PlanSummaryDetail' xml: name: PlanSummaryDetail wrapped: true type: array changes: type: string current: type: string description: type: string recommended: type: string xml: name: PlanSummaryItem type: object OAS.DataModel.Integration.MoneyGuidePro.Results: properties: current: $ref: '#/components/schemas/OAS.DataModel.Integration.MoneyGuidePro.Current' monteCarloTargetRangeHigh: type: string monteCarloTargetRangeLow: type: string recommended: $ref: '#/components/schemas/OAS.DataModel.Integration.MoneyGuidePro.Recommended' xml: name: Results type: object OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.PlanSummaryTopic: properties: items: items: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.ExternalServices.MGP.PlanSummaryItem' xml: name: PlanSummaryItem wrapped: true type: array changes: type: string current: type: string description: type: string recommended: type: string xml: name: PlanSummaryTopic type: object OAS.Integrations.MoneyGuidePro.DTO.MGPAssetInfo: properties: cmgrAssetKey: readOnly: true type: string accountNumber: type: string type: type: string jointOwner: type: string insured: type: string deathBenefit: type: string ticker: type: string hasDetail: type: string currentValue: type: number format: double costBasis: type: string owner: type: integer format: int32 interface: type: integer format: int32 interfaceType: type: integer format: int32 description: type: string integrationDescription: type: string assetKey: readOnly: true type: string holdings: items: $ref: '#/components/schemas/OAS.Integrations.MoneyGuidePro.DTO.MGPHoldingInfo' xml: name: MGPHoldingInfo wrapped: true type: array registrationName: type: string xml: name: MGPAssetInfo type: object OAS.DataModel.Integration.MoneyGuidePro.Category: properties: description: type: string header: $ref: '#/components/schemas/OAS.DataModel.Integration.MoneyGuidePro.Header' topics: items: $ref: '#/components/schemas/OAS.DataModel.Integration.MoneyGuidePro.Topic' xml: name: Topic wrapped: true type: array xml: name: Category type: object securitySchemes: Authorization: type: apiKey description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"' name: Authorization in: header