openapi: 3.2.0 info: version: V1 title: Orion Connect Integrations/Quik API x-swagger-net-version: 8.4.12.001 servers: - url: https://api.orionadvisor.com/api tags: - name: Integrations/Quik paths: /v1/Integrations/Quik/Accounts/{accountId}/Forms/Viewer: post: tags: - Integrations/Quik summary: Returns the HTML Forms Viewer Page operationId: Quik_GetFormsViewer parameters: - name: accountId in: path required: true schema: type: integer format: int32 - name: docAcctId in: query required: false schema: type: string - name: docBaseUri in: query required: false schema: type: string - name: appLinkDtl in: query required: false schema: type: integer format: int32 - name: quikIntegrationId in: query required: false schema: type: integer format: int32 default: 0 responses: '200': description: OK content: text/plain: schema: type: string application/json: schema: type: string text/json: schema: type: string application/xml: schema: type: string text/xml: schema: type: string multipart/form-data: schema: type: string security: - Authorization: [] requestBody: content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' xml: name: Form wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' xml: name: Form wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' xml: name: Form wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' xml: name: Form wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' xml: name: Form wrapped: true type: array application/x-www-form-urlencoded: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' xml: name: Form wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' xml: name: Form wrapped: true type: array required: true /v1/Integrations/Quik/Advisors/{alClientId}/Accounts/{accountId}/Forms/Viewer/Submit: post: tags: - Integrations/Quik summary: Accepts the Form Post from the Quik Viewer operationId: Quik_SubmitCallbackFromViewer parameters: - name: alClientId in: path required: true schema: type: integer format: int32 - name: accountId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.QuikController.QuikResponseDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.QuikController.QuikResponseDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.QuikController.QuikResponseDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.QuikController.QuikResponseDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.QuikController.QuikResponseDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.QuikController.QuikResponseDto' security: - Authorization: [] requestBody: content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object application/xml: schema: type: object text/xml: schema: type: object application/x-www-form-urlencoded: schema: type: object multipart/form-data: schema: type: object required: true /v1/Integrations/Quik/Advisors/{alClientId}/Entity/{entityId}/EntityEnum/{entityEnum}/Forms/Viewer/DocuSign: post: tags: - Integrations/Quik summary: Accepts the Form Post from the Quik Viewer providing the DocuSign Envelope Id operationId: Quik_DocuSignCallbackFromViewer parameters: - name: alClientId in: path required: true schema: type: integer format: int32 - name: entityId in: path required: true schema: type: integer format: int32 - name: entityEnum in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.QuikController.QuikResponseDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.QuikController.QuikResponseDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.QuikController.QuikResponseDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.QuikController.QuikResponseDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.QuikController.QuikResponseDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.QuikController.QuikResponseDto' security: - Authorization: [] /v1/Integrations/Quik/Advisors/{alClientId}/Entity/{entityId}/EntityEnum/{entityEnum}/Forms/Viewer/Save: post: tags: - Integrations/Quik summary: Accepts the Form Post from the Quik Viewer and saves the POST for later… operationId: Quik_SaveCallbackFromViewer parameters: - name: alClientId in: path required: true schema: type: integer format: int32 - name: entityId in: path required: true schema: type: integer format: int32 - name: entityEnum in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: type: string application/json: schema: type: string text/json: schema: type: string application/xml: schema: type: string text/xml: schema: type: string multipart/form-data: schema: type: string security: - Authorization: [] /v1/Integrations/Quik/Configuration: get: tags: - Integrations/Quik summary: Retrieves Quik Integration details operationId: Quik_GetConfiguration responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' application/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' text/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' application/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' text/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' security: - Authorization: [] put: tags: - Integrations/Quik summary: Saves Quik integration settings operationId: Quik_SaveConfiguration responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' application/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' text/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' application/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' text/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' application/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' text/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' application/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' text/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' required: true post: tags: - Integrations/Quik summary: Saves Quik integration settings operationId: Quik_PostV1IntegrationsQuikConfiguration responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' application/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' text/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' application/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' text/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' application/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' text/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' application/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' text/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' required: true delete: tags: - Integrations/Quik summary: Deletes Quik integration settings operationId: Quik_DeleteConfiguration responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' application/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' text/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' application/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' text/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' security: - Authorization: [] /v1/Integrations/Quik/Configuration/Default: get: tags: - Integrations/Quik summary: Retrieves Quik Integration details operationId: Quik_GetDefaultConfiguration responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' application/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' text/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' application/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' text/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' security: - Authorization: [] /v1/Integrations/Quik/Configuration/Test: get: tags: - Integrations/Quik summary: Checks to see if Quik integration has been setup for this database operationId: Quik_CheckConfiguration responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' application/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' text/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' application/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' text/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' security: - Authorization: [] /v1/Integrations/Quik/Dealers: get: tags: - Integrations/Quik summary: Returns a list of all dealers operationId: Quik_GetDealers parameters: - name: assignedOnly in: query required: false schema: type: boolean default: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Dealer' xml: name: Dealer wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Dealer' xml: name: Dealer wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Dealer' xml: name: Dealer wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Dealer' xml: name: Dealer wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Dealer' xml: name: Dealer wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Dealer' xml: name: Dealer wrapped: true type: array security: - Authorization: [] post: tags: - Integrations/Quik summary: Saves a list of available form owners ( dealers ) for a customer operationId: Quik_SaveDealers responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Dealer' xml: name: Dealer wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Dealer' xml: name: Dealer wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Dealer' xml: name: Dealer wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Dealer' xml: name: Dealer wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Dealer' xml: name: Dealer wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Dealer' xml: name: Dealer wrapped: true type: array security: - Authorization: [] requestBody: content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Dealer' xml: name: Dealer wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Dealer' xml: name: Dealer wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Dealer' xml: name: Dealer wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Dealer' xml: name: Dealer wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Dealer' xml: name: Dealer wrapped: true type: array application/x-www-form-urlencoded: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Dealer' xml: name: Dealer wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Dealer' xml: name: Dealer wrapped: true type: array description: The list of available dealers to save, with chosen dealers marked Selected = true. required: true /v1/Integrations/Quik/Dealers/Accounts/{accountId}: get: tags: - Integrations/Quik summary: Returns a comma seperated list of dealers ( form owners ) for an account operationId: Quik_GetDealerIdCsvForAccount parameters: - name: accountId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: type: string application/json: schema: type: string text/json: schema: type: string application/xml: schema: type: string text/xml: schema: type: string multipart/form-data: schema: type: string security: - Authorization: [] /v1/Integrations/Quik/DocuSign/Envelopes/Accounts/{accountId}: get: tags: - Integrations/Quik summary: Returns a DocuSign envelopes for an acccount operationId: Quik_GetDocuSignEnvelopes parameters: - name: accountId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.QuikIntegration' xml: name: QuikIntegration wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.QuikIntegration' xml: name: QuikIntegration wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.QuikIntegration' xml: name: QuikIntegration wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.QuikIntegration' xml: name: QuikIntegration wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.QuikIntegration' xml: name: QuikIntegration wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.QuikIntegration' xml: name: QuikIntegration wrapped: true type: array security: - Authorization: [] /v1/Integrations/Quik/DocuSign/Envelopes/Entity/{entityId}/EntityEnum/{entityEnum}: get: tags: - Integrations/Quik summary: Returns a DocuSign envelope with status for an entityId and EntityEnum operationId: Quik_GetDocuSignEnvelope parameters: - name: entityId in: path required: true schema: type: integer format: int32 - name: entityEnum in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAT.Integrations.DocuSign.Models.Envelope' application/json: schema: $ref: '#/components/schemas/OAT.Integrations.DocuSign.Models.Envelope' text/json: schema: $ref: '#/components/schemas/OAT.Integrations.DocuSign.Models.Envelope' multipart/form-data: schema: $ref: '#/components/schemas/OAT.Integrations.DocuSign.Models.Envelope' security: - Authorization: [] /v1/Integrations/Quik/DocuSign/Token: post: tags: - Integrations/Quik summary: Returns a DocuSign OAuth Token operationId: Quik_GetDocuSignOAuthToken responses: '200': description: OK content: text/plain: schema: type: string application/json: schema: type: string text/json: schema: type: string application/xml: schema: type: string text/xml: schema: type: string multipart/form-data: schema: type: string security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' application/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' text/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' application/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' text/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.IntegrationConfig' required: true /v1/Integrations/Quik/FormData/{quikIntegrationId}/Accounts/{accountId}/Forms/Viewer: post: tags: - Integrations/Quik summary: Returns the HTML Forms Viewer Page operationId: Quik_PostV1IntegrationsQuikFormDataByQuikIntegrationIdAccountsByAccountIdFormsViewer parameters: - name: quikIntegrationId in: path required: true schema: type: integer format: int32 - name: accountId in: path required: true schema: type: integer format: int32 - name: docAcctId in: query required: false schema: type: string - name: docBaseUri in: query required: false schema: type: string - name: appLinkDtl in: query required: false schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: type: string application/json: schema: type: string text/json: schema: type: string application/xml: schema: type: string text/xml: schema: type: string multipart/form-data: schema: type: string security: - Authorization: [] requestBody: content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' xml: name: Form wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' xml: name: Form wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' xml: name: Form wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' xml: name: Form wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' xml: name: Form wrapped: true type: array application/x-www-form-urlencoded: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' xml: name: Form wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' xml: name: Form wrapped: true type: array required: true /v1/Integrations/Quik/FormData/Accounts/{accountId}: get: tags: - Integrations/Quik summary: Returns a FormData for an acccount operationId: Quik_GetFormData parameters: - name: accountId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.QuikIntegration' xml: name: QuikIntegration wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.QuikIntegration' xml: name: QuikIntegration wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.QuikIntegration' xml: name: QuikIntegration wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.QuikIntegration' xml: name: QuikIntegration wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.QuikIntegration' xml: name: QuikIntegration wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.QuikIntegration' xml: name: QuikIntegration wrapped: true type: array security: - Authorization: [] /v1/Integrations/Quik/FormGroups: get: tags: - Integrations/Quik operationId: Quik_GetFormGroups responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.FormGroup' xml: name: FormGroup wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.FormGroup' xml: name: FormGroup wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.FormGroup' xml: name: FormGroup wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.FormGroup' xml: name: FormGroup wrapped: true type: array security: - Authorization: [] summary: Quik get form groups x-summary-source: derived put: tags: - Integrations/Quik operationId: Quik_PostFormGroup responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.FormGroup' application/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.FormGroup' text/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.FormGroup' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.FormGroup' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.FormGroup' application/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.FormGroup' text/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.FormGroup' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.FormGroup' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.FormGroup' required: true summary: Quik post form group x-summary-source: derived post: tags: - Integrations/Quik operationId: Quik_PostV1IntegrationsQuikFormGroups responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.FormGroup' application/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.FormGroup' text/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.FormGroup' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.FormGroup' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.FormGroup' application/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.FormGroup' text/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.FormGroup' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.FormGroup' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.FormGroup' required: true summary: Quik post V1 integrations quik form groups x-summary-source: derived /v1/Integrations/Quik/FormGroups/{formGroupId}: get: tags: - Integrations/Quik operationId: Quik_GetFormGroup parameters: - name: formGroupId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.FormGroup' application/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.FormGroup' text/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.FormGroup' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.FormGroup' security: - Authorization: [] summary: Quik get form group x-summary-source: derived delete: tags: - Integrations/Quik operationId: Quik_PostFormsToFormGroup parameters: - name: formGroupId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Quik post forms to form group x-summary-source: derived /v1/Integrations/Quik/FormGroups/{formGroupId}/Entity/{entityId}/EntityEnum/{entityEnum}/Forms/Viewer: post: tags: - Integrations/Quik summary: Returns the Url of the Viewer Page operationId: Quik_GetFormsViewerUrl parameters: - name: formGroupId in: path description: FormGroupId required: true schema: type: integer format: int32 - name: entityId in: path required: true schema: type: integer format: int32 - name: entityEnum in: path required: true schema: type: integer format: int32 - name: docAcctId in: query required: false schema: type: string - name: docBaseUri in: query required: false schema: type: string - name: appLinkDtl in: query required: false schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: type: string application/json: schema: type: string text/json: schema: type: string application/xml: schema: type: string text/xml: schema: type: string multipart/form-data: schema: type: string security: - Authorization: [] requestBody: content: text/plain: schema: additionalProperties: type: string type: object application/json: schema: additionalProperties: type: string type: object text/json: schema: additionalProperties: type: string type: object application/x-www-form-urlencoded: schema: additionalProperties: type: string type: object multipart/form-data: schema: additionalProperties: type: string type: object required: true /v1/Integrations/Quik/FormGroups/{formGroupId}/Forms: post: tags: - Integrations/Quik operationId: Quik_PostV1IntegrationsQuikFormGroupsByFormGroupIdForms parameters: - name: formGroupId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] requestBody: content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' xml: name: Form wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' xml: name: Form wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' xml: name: Form wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' xml: name: Form wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' xml: name: Form wrapped: true type: array application/x-www-form-urlencoded: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' xml: name: Form wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' xml: name: Form wrapped: true type: array required: true summary: Quik post V1 integrations quik form groups by form group id forms x-summary-source: derived /v1/Integrations/Quik/FormGroups/Accounts/{accountId}: get: tags: - Integrations/Quik operationId: Quik_GetFormGroupsByAcccount parameters: - name: accountId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.FormGroup' xml: name: FormGroup wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.FormGroup' xml: name: FormGroup wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.FormGroup' xml: name: FormGroup wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.FormGroup' xml: name: FormGroup wrapped: true type: array security: - Authorization: [] summary: Quik get form groups by acccount x-summary-source: derived /v1/Integrations/Quik/FormGroups/Name/{name}: get: tags: - Integrations/Quik operationId: Quik_GetFormGroupByName parameters: - name: name in: path required: true schema: type: string responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.FormGroup' application/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.FormGroup' text/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.FormGroup' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.FormGroup' security: - Authorization: [] summary: Quik get form group by name x-summary-source: derived /v1/Integrations/Quik/FormGroups/Search: get: tags: - Integrations/Quik operationId: Quik_GetFormGroupsSearch parameters: - name: search in: query required: true schema: type: string responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.FormGroup' xml: name: FormGroup wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.FormGroup' xml: name: FormGroup wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.FormGroup' xml: name: FormGroup wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.FormGroup' xml: name: FormGroup wrapped: true type: array security: - Authorization: [] summary: Quik get form groups search x-summary-source: derived /v1/Integrations/Quik/Forms/Custodians/{custodianCode}: get: tags: - Integrations/Quik summary: Returns a list of forms available from Quik for the passed in custodian operationId: Quik_GetFormsForCustodian parameters: - name: custodianCode in: path required: true schema: type: string responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' xml: name: Form wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' xml: name: Form wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' xml: name: Form wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' xml: name: Form wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' xml: name: Form wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' xml: name: Form wrapped: true type: array security: - Authorization: [] /v1/Integrations/Quik/Forms/Dealers: get: tags: - Integrations/Quik summary: Returns a list of forms available from Quik for the passed in custodian operationId: Quik_GetFormsForDealerCsv parameters: - name: dealerIdCsv in: query required: true schema: type: string responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' xml: name: Form wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' xml: name: Form wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' xml: name: Form wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' xml: name: Form wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' xml: name: Form wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' xml: name: Form wrapped: true type: array security: - Authorization: [] /v1/Integrations/Quik/Forms/FormData/{quikIntegrationId}: get: tags: - Integrations/Quik summary: Returns a list of forms available from Quik for the passed in custodian operationId: Quik_GetFormsByIntegrationId parameters: - name: quikIntegrationId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' xml: name: Form wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' xml: name: Form wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' xml: name: Form wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' xml: name: Form wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' xml: name: Form wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' xml: name: Form wrapped: true type: array security: - Authorization: [] delete: tags: - Integrations/Quik operationId: Quik_DeleteSavedForm parameters: - name: quikIntegrationId in: path required: true schema: type: integer format: int32 - name: cancellationToken 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: Quik delete saved form x-summary-source: derived /v1/Integrations/Quik/Forms/PreviewUrl: post: tags: - Integrations/Quik summary: Sets the preview link on the Form object operationId: Quik_SetFormPreviewUrl responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' application/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' text/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' application/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' text/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' application/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' text/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' application/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' text/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' required: true /v1/Integrations/Quik/Forms/Search: get: tags: - Integrations/Quik summary: Returns a list of forms available from Quik for the passed in search criterial… operationId: Quik_GetFormsSearch parameters: - name: search in: query required: true schema: type: string - name: dealerIdCsv in: query required: true schema: type: string responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' xml: name: Form wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' xml: name: Form wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' xml: name: Form wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' xml: name: Form wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' xml: name: Form wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' xml: name: Form wrapped: true type: array security: - Authorization: [] /v1/Integrations/Quik/Reps/{repId}/NewAccounts: get: tags: - Integrations/Quik operationId: Quik_GetNewAccountsWithStatusByRep parameters: - name: repId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.QuikNewAccount' xml: name: QuikNewAccount wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.QuikNewAccount' xml: name: QuikNewAccount wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.QuikNewAccount' xml: name: QuikNewAccount wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.QuikNewAccount' xml: name: QuikNewAccount wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.QuikNewAccount' xml: name: QuikNewAccount wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.QuikNewAccount' xml: name: QuikNewAccount wrapped: true type: array security: - Authorization: [] summary: Quik get new accounts with status by rep x-summary-source: derived /v1/Integrations/Quik/User: get: tags: - Integrations/Quik summary: Returns the user for the logged in entity operationId: Quik_GetUser responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.CustomerUser' application/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.CustomerUser' text/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.CustomerUser' application/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.CustomerUser' text/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.CustomerUser' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.CustomerUser' security: - Authorization: [] /v1/Integrations/Quik/Users: get: tags: - Integrations/Quik summary: Returns a list of users for the customer operationId: Quik_GetUsers responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.CustomerUser' xml: name: CustomerUser wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.CustomerUser' xml: name: CustomerUser wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.CustomerUser' xml: name: CustomerUser wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.CustomerUser' xml: name: CustomerUser wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.CustomerUser' xml: name: CustomerUser wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.CustomerUser' xml: name: CustomerUser wrapped: true type: array security: - Authorization: [] post: tags: - Integrations/Quik summary: Adds or Updates a list of users for the customer operationId: Quik_SaveUsers responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.CustomerUser' xml: name: CustomerUser wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.CustomerUser' xml: name: CustomerUser wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.CustomerUser' xml: name: CustomerUser wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.CustomerUser' xml: name: CustomerUser wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.CustomerUser' xml: name: CustomerUser wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.CustomerUser' xml: name: CustomerUser wrapped: true type: array security: - Authorization: [] requestBody: content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.CustomerUser' xml: name: CustomerUser wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.CustomerUser' xml: name: CustomerUser wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.CustomerUser' xml: name: CustomerUser wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.CustomerUser' xml: name: CustomerUser wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.CustomerUser' xml: name: CustomerUser wrapped: true type: array application/x-www-form-urlencoded: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.CustomerUser' xml: name: CustomerUser wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.CustomerUser' xml: name: CustomerUser wrapped: true type: array required: true components: schemas: OAS.DataModel.Integrations.Quik.CustomerUser: properties: customerId: type: integer format: int32 customerUserId: type: string userId: type: string firstName: type: string lastName: type: string email: type: string licenseStatusId: type: integer format: int32 expirationDate: type: string format: date-time userDetailId: type: integer format: int32 xml: name: CustomerUser type: object OAS.DataModel.Integrations.Quik.Associations: properties: custodianIds: items: type: integer format: int32 type: array accountTypeIds: items: type: integer format: int32 type: array fundFamilyIds: items: type: integer format: int32 type: array brokerDealerIds: items: type: integer format: int32 type: array platformIds: items: type: integer format: int32 type: array feeScheduleIds: items: type: integer format: int32 type: array subAdvisorIds: items: type: integer format: int32 type: array xml: name: Associations type: object OAS.DataModel.Integrations.Quik.Form: properties: formId: type: integer format: int32 dealerId: type: integer format: int32 dealerName: type: string formName: type: string formDescription: type: string publishDate: type: string revisionDate: type: string formPreviewUrl: type: string xml: name: Form type: object OAS.DataModel.Integrations.Quik.Dealer: properties: dealerId: type: integer format: int32 dealerTypeId: type: integer format: int32 dealerTypeName: type: string dealerName: type: string selected: type: boolean xml: name: Dealer type: object OAS.WebApi.Domains.Integrations.QuikController.QuikResponseDto: properties: StatusCode: type: string StatusMessage: type: string xml: name: QuikResponseDto type: object OAS.DataModel.Integrations.Quik.FormGroup: properties: formGroupId: type: integer format: int32 formGroupName: type: string description: type: string isGlobal: type: boolean userDetailId: type: integer format: int32 forms: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Form' xml: name: Form wrapped: true type: array associations: $ref: '#/components/schemas/OAS.DataModel.Integrations.Quik.Associations' xml: name: FormGroup type: object OAT.Integrations.DocuSign.Models.Envelope: properties: envelopeId: type: string status: type: string documentsUri: type: string recipientsUri: type: string attachmentsUri: type: string envelopeUri: type: string createdDateTime: type: string format: date-time statusDateTime: type: string format: date-time lastModifiedDateTime: type: string format: date-time initialSentDateTime: type: string format: date-time sentDateTime: type: string format: date-time statusChangedDateTime: type: string format: date-time xml: name: Envelope type: object OAS.DataModel.Integrations.QuikIntegration: required: - id - entityId - entity - editedDate - editedBy - createdDate - createdBy properties: id: type: integer format: int32 entityId: type: integer format: int32 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 formData: type: string docuSignEnvelopeId: type: string editedDate: type: string format: date-time editedBy: type: string maxLength: 50 minLength: 0 createdDate: type: string format: date-time createdBy: type: string maxLength: 50 minLength: 0 xml: name: QuikIntegration type: object OAS.DataModel.Integrations.Quik.IntegrationConfig: properties: appLinkId: type: integer format: int32 customerId: type: string customerIdInt: readOnly: true type: integer format: int32 username: type: string password: type: string userId: type: integer format: int32 licenseId: type: integer format: int32 docuSignIntegratorKey: type: string docuSignApiDomain: type: string docuSignUserId: type: string docuSignPassword: type: string docuSignOAuthToken: type: string docuSignAccountId: type: string tokenEndpoint: readOnly: true type: string restBaseUri: readOnly: true type: string docuSignDomain: readOnly: true type: string xml: name: IntegrationConfig type: object OAS.DataModel.Integrations.Quik.QuikNewAccount: properties: id: type: integer format: int32 name: type: string accountTypeName: type: string custodianName: type: string platformName: type: string paperworkStatus: type: string createdDate: type: string format: date-time signatureStatus: type: string xml: name: QuikNewAccount type: object securitySchemes: Authorization: type: apiKey description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"' name: Authorization in: header