openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Integrations/New Account API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Integrations/NewAccount
paths:
  /v1/Integrations/NewAccount:
    post:
      tags:
      - Integrations/NewAccount
      operationId: NewAccount_CustodianNewAccountAsync
      parameters:
      - name: accountGlobalId
        in: query
        required: true
        schema:
          type: string
          format: uuid
      - name: householdGlobalId
        in: query
        required: false
        schema:
          type: string
          format: uuid
      - name: workflowGlobalId
        in: query
        required: false
        schema:
          type: string
          format: uuid
      - name: ct
        in: header
        required: false
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: object
            application/json:
              schema:
                type: object
            text/json:
              schema:
                type: object
            multipart/form-data:
              schema:
                type: object
      security:
      - Authorization: []
      summary: New account custodian new account async
      x-summary-source: derived
  /v1/Integrations/NewAccount/{accountId}/StreetScape:
    get:
      tags:
      - Integrations/NewAccount
      operationId: NewAccount_StreetScapeNewAccountAsync
      parameters:
      - name: accountId
        in: path
        required: true
        schema:
          type: integer
          format: int32
      - name: ct
        in: header
        required: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: object
            application/json:
              schema:
                type: object
            text/json:
              schema:
                type: object
            multipart/form-data:
              schema:
                type: object
      security:
      - Authorization: []
      summary: New account street scape new account async
      x-summary-source: derived
  /v1/Integrations/NewAccount/{accountId}/WealthScape:
    get:
      tags:
      - Integrations/NewAccount
      operationId: NewAccount_WealthScapeNewAccountAsync
      parameters:
      - name: accountId
        in: path
        required: true
        schema:
          type: integer
          format: int32
      - name: ct
        in: header
        required: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: object
            application/json:
              schema:
                type: object
            text/json:
              schema:
                type: object
            multipart/form-data:
              schema:
                type: object
      security:
      - Authorization: []
      summary: New account wealth scape new account async
      x-summary-source: derived
  /v1/Integrations/NewAccount/Custodians/{custodianGuid}/UploadDocuments:
    post:
      tags:
      - Integrations/NewAccount
      operationId: NewAccount_UploadDocumentsAsync
      parameters:
      - name: custodianGuid
        in: path
        required: true
        schema:
          type: string
          format: uuid
      - name: ct
        in: header
        required: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: object
            application/json:
              schema:
                type: object
            text/json:
              schema:
                type: object
            multipart/form-data:
              schema:
                type: object
      security:
      - Authorization: []
      requestBody:
        content:
          text/plain:
            schema:
              items:
                $ref: '#/components/schemas/OAS.Integrations.Element.DTOs.FormSessionUpload'
              xml:
                name: FormSessionUpload
                wrapped: true
              type: array
          application/json:
            schema:
              items:
                $ref: '#/components/schemas/OAS.Integrations.Element.DTOs.FormSessionUpload'
              xml:
                name: FormSessionUpload
                wrapped: true
              type: array
          text/json:
            schema:
              items:
                $ref: '#/components/schemas/OAS.Integrations.Element.DTOs.FormSessionUpload'
              xml:
                name: FormSessionUpload
                wrapped: true
              type: array
          application/xml:
            schema:
              items:
                $ref: '#/components/schemas/OAS.Integrations.Element.DTOs.FormSessionUpload'
              xml:
                name: FormSessionUpload
                wrapped: true
              type: array
          text/xml:
            schema:
              items:
                $ref: '#/components/schemas/OAS.Integrations.Element.DTOs.FormSessionUpload'
              xml:
                name: FormSessionUpload
                wrapped: true
              type: array
          application/x-www-form-urlencoded:
            schema:
              items:
                $ref: '#/components/schemas/OAS.Integrations.Element.DTOs.FormSessionUpload'
              xml:
                name: FormSessionUpload
                wrapped: true
              type: array
          multipart/form-data:
            schema:
              items:
                $ref: '#/components/schemas/OAS.Integrations.Element.DTOs.FormSessionUpload'
              xml:
                name: FormSessionUpload
                wrapped: true
              type: array
        required: true
      summary: New account upload documents async
      x-summary-source: derived
  /v1/Integrations/NewAccount/DocumentTypes:
    get:
      tags:
      - Integrations/NewAccount
      operationId: NewAccount_GetDocumentTypesAsync
      parameters:
      - name: ct
        in: header
        required: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: object
            application/json:
              schema:
                type: object
            text/json:
              schema:
                type: object
            multipart/form-data:
              schema:
                type: object
      security:
      - Authorization: []
      summary: New account get document types async
      x-summary-source: derived
  /v1/Integrations/NewAccount/Fidelity/{accountId}/{location}:
    get:
      tags:
      - Integrations/NewAccount
      operationId: NewAccount_FidelityNewAccountAsync
      parameters:
      - name: accountId
        in: path
        required: true
        schema:
          type: integer
          format: int32
      - name: location
        in: path
        required: true
        schema:
          type: string
      - name: ct
        in: header
        required: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/System.ValueTupleOfSystem.StringAndSystem.Boolean'
            application/json:
              schema:
                $ref: '#/components/schemas/System.ValueTupleOfSystem.StringAndSystem.Boolean'
            text/json:
              schema:
                $ref: '#/components/schemas/System.ValueTupleOfSystem.StringAndSystem.Boolean'
            application/xml:
              schema:
                $ref: '#/components/schemas/System.ValueTupleOfSystem.StringAndSystem.Boolean'
            text/xml:
              schema:
                $ref: '#/components/schemas/System.ValueTupleOfSystem.StringAndSystem.Boolean'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/System.ValueTupleOfSystem.StringAndSystem.Boolean'
      security:
      - Authorization: []
      summary: New account fidelity new account async
      x-summary-source: derived
  /v1/Integrations/NewAccount/FormsData:
    post:
      tags:
      - Integrations/NewAccount
      operationId: NewAccount_SubmitWorkflowDataAsync
      parameters:
      - name: ct
        in: header
        required: false
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: object
            application/json:
              schema:
                type: object
            text/json:
              schema:
                type: object
            multipart/form-data:
              schema:
                type: object
      security:
      - Authorization: []
      requestBody:
        content:
          text/plain:
            schema:
              $ref: '#/components/schemas/OAS.Integrations.Element.DTOs.WorkflowDataDto'
          application/json:
            schema:
              $ref: '#/components/schemas/OAS.Integrations.Element.DTOs.WorkflowDataDto'
          text/json:
            schema:
              $ref: '#/components/schemas/OAS.Integrations.Element.DTOs.WorkflowDataDto'
          application/xml:
            schema:
              $ref: '#/components/schemas/OAS.Integrations.Element.DTOs.WorkflowDataDto'
          text/xml:
            schema:
              $ref: '#/components/schemas/OAS.Integrations.Element.DTOs.WorkflowDataDto'
          application/x-www-form-urlencoded:
            schema:
              $ref: '#/components/schemas/OAS.Integrations.Element.DTOs.WorkflowDataDto'
          multipart/form-data:
            schema:
              $ref: '#/components/schemas/OAS.Integrations.Element.DTOs.WorkflowDataDto'
        required: true
      summary: New account submit workflow data async
      x-summary-source: derived
  /v1/Integrations/NewAccount/FormsData/{accountGlobalId}:
    get:
      tags:
      - Integrations/NewAccount
      operationId: NewAccount_GetFlattenFormsDataAsync
      parameters:
      - name: accountGlobalId
        in: path
        required: true
        schema:
          type: string
          format: uuid
      - name: householdGlobalId
        in: query
        required: false
        schema:
          type: string
          format: uuid
      - name: workflowGlobalId
        in: query
        required: false
        schema:
          type: string
          format: uuid
      - name: ct
        in: header
        required: false
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: object
            application/json:
              schema:
                type: object
            text/json:
              schema:
                type: object
            multipart/form-data:
              schema:
                type: object
      security:
      - Authorization: []
      summary: New account get flatten forms data async
      x-summary-source: derived
  /v1/Integrations/NewAccount/Pershing/{accountNumber}:
    get:
      tags:
      - Integrations/NewAccount
      operationId: NewAccount_GetAccountAsync
      parameters:
      - name: accountNumber
        in: path
        required: true
        schema:
          type: string
      - name: ct
        in: header
        required: false
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: object
            application/json:
              schema:
                type: object
            text/json:
              schema:
                type: object
            multipart/form-data:
              schema:
                type: object
      security:
      - Authorization: []
      summary: New account get account async
      x-summary-source: derived
  /v1/Integrations/NewAccount/Schwab:
    post:
      tags:
      - Integrations/NewAccount
      operationId: NewAccount_SchwabNewAccountAsync
      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: []
      requestBody:
        content:
          text/plain:
            schema:
              items:
                type: integer
                format: int32
              type: array
          application/json:
            schema:
              items:
                type: integer
                format: int32
              type: array
          text/json:
            schema:
              items:
                type: integer
                format: int32
              type: array
          application/xml:
            schema:
              items:
                type: integer
                format: int32
              type: array
          text/xml:
            schema:
              items:
                type: integer
                format: int32
              type: array
          application/x-www-form-urlencoded:
            schema:
              items:
                type: integer
                format: int32
              type: array
          multipart/form-data:
            schema:
              items:
                type: integer
                format: int32
              type: array
        required: true
      summary: New account schwab new account async
      x-summary-source: derived
  /v1/Integrations/NewAccount/UploadPershingDocuments:
    post:
      tags:
      - Integrations/NewAccount
      operationId: NewAccount_UploadPershingDocumentsAsync
      parameters:
      - name: ct
        in: header
        required: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: object
            application/json:
              schema:
                type: object
            text/json:
              schema:
                type: object
            multipart/form-data:
              schema:
                type: object
      security:
      - Authorization: []
      requestBody:
        content:
          text/plain:
            schema:
              items:
                $ref: '#/components/schemas/OAS.Integrations.Element.DTOs.FormSessionUpload'
              xml:
                name: FormSessionUpload
                wrapped: true
              type: array
          application/json:
            schema:
              items:
                $ref: '#/components/schemas/OAS.Integrations.Element.DTOs.FormSessionUpload'
              xml:
                name: FormSessionUpload
                wrapped: true
              type: array
          text/json:
            schema:
              items:
                $ref: '#/components/schemas/OAS.Integrations.Element.DTOs.FormSessionUpload'
              xml:
                name: FormSessionUpload
                wrapped: true
              type: array
          application/xml:
            schema:
              items:
                $ref: '#/components/schemas/OAS.Integrations.Element.DTOs.FormSessionUpload'
              xml:
                name: FormSessionUpload
                wrapped: true
              type: array
          text/xml:
            schema:
              items:
                $ref: '#/components/schemas/OAS.Integrations.Element.DTOs.FormSessionUpload'
              xml:
                name: FormSessionUpload
                wrapped: true
              type: array
          application/x-www-form-urlencoded:
            schema:
              items:
                $ref: '#/components/schemas/OAS.Integrations.Element.DTOs.FormSessionUpload'
              xml:
                name: FormSessionUpload
                wrapped: true
              type: array
          multipart/form-data:
            schema:
              items:
                $ref: '#/components/schemas/OAS.Integrations.Element.DTOs.FormSessionUpload'
              xml:
                name: FormSessionUpload
                wrapped: true
              type: array
        required: true
      summary: New account upload pershing documents async
      x-summary-source: derived
components:
  schemas:
    OAS.Integrations.Element.DTOs.Datum:
      properties:
        category:
          type: string
        key:
          type: string
        value:
          type: object
      xml:
        name: Datum
      type: object
    OAS.Integrations.Element.DTOs.Contact:
      properties:
        _id:
          type: integer
          format: int32
        id:
          type: string
        firstName:
          type: string
        middleInitial:
          type: object
        lastOrEntityName:
          type: string
        dob:
          type: object
        email:
          type: string
        type:
          type: string
        data:
          items:
            $ref: '#/components/schemas/OAS.Integrations.Element.DTOs.Datum'
          xml:
            name: Datum
            wrapped: true
          type: array
      xml:
        name: Contact
      type: object
    System.ValueTupleOfSystem.StringAndSystem.Boolean:
      properties:
        item1:
          type: string
        item2:
          type: boolean
      xml:
        name: ValueTuple`2
      type: object
    OAS.Integrations.Element.DTOs.WorkflowDataDto:
      properties:
        _id:
          type: integer
          format: int32
        householdId:
          type: integer
          format: int32
        id:
          type: string
        name:
          type: string
        custodianId:
          type: string
        registrationTypeId:
          type: string
        contacts:
          items:
            $ref: '#/components/schemas/OAS.Integrations.Element.DTOs.Contact'
          xml:
            name: Contact
            wrapped: true
          type: array
        data:
          items:
            $ref: '#/components/schemas/OAS.Integrations.Element.DTOs.Datum'
          xml:
            name: Datum
            wrapped: true
          type: array
        uploads:
          items:
            $ref: '#/components/schemas/OAS.Integrations.Element.DTOs.FormSessionUpload'
          xml:
            name: FormSessionUpload
            wrapped: true
          type: array
        additionalInfo:
          type: object
      xml:
        name: WorkflowDataDto
      type: object
    OAS.Integrations.Element.DTOs.FormSessionUpload:
      properties:
        id:
          type: string
        size:
          type: integer
          format: int32
        fileType:
          type: string
        fileBase64:
          type: string
        fileName:
          type: string
        parentFolderPath:
          type: string
        createdDate:
          type: string
          format: date-time
        markForDelete:
          type: boolean
        entityType:
          type: integer
          format: int32
        entityId:
          example: 00000000-0000-0000-0000-000000000000
          type: string
          format: uuid
        uploadId:
          example: 00000000-0000-0000-0000-000000000000
          type: string
          format: uuid
        formCollectionId:
          example: 00000000-0000-0000-0000-000000000000
          type: string
          format: uuid
        formSessionId:
          type: string
        accountNumber:
          type: string
        documentType:
          type: string
        indexValues:
          items:
            $ref: '#/components/schemas/OAS.Integrations.Element.DTOs.UserFormData'
          xml:
            name: UserFormData
            wrapped: true
          type: array
      xml:
        name: FormSessionUpload
      type: object
    OAS.Integrations.Element.DTOs.UserFormData:
      properties:
        syncType:
          type: integer
          format: int32
        key:
          type: string
        value:
          type: object
      xml:
        name: UserFormData
      type: object
  securitySchemes:
    Authorization:
      type: apiKey
      description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
      name: Authorization
      in: header