openapi: 3.2.0 info: version: V1 title: Orion Connect Integrations/Risk Alyze API x-swagger-net-version: 8.4.12.001 servers: - url: https://api.orionadvisor.com/api tags: - name: Integrations/RiskAlyze paths: /v1/Integrations/RiskAlyze/Accounts/{key}: put: tags: - Integrations/RiskAlyze operationId: RiskAlyze_AccountRiskScoreUpdate parameters: - name: key in: path required: true schema: type: integer format: int32 - name: riskScore in: query required: true schema: type: number format: double responses: '204': description: No Content security: - Authorization: [] summary: Risk alyze account risk score update x-summary-source: derived /v1/Integrations/RiskAlyze/AccountUpsert: put: tags: - Integrations/RiskAlyze operationId: RiskAlyze_AccountUpsertAsync 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.RiskAlyze.Dto.RiskAlyzeAccountUpsertDto' xml: name: RiskAlyzeAccountUpsertDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Dto.RiskAlyzeAccountUpsertDto' xml: name: RiskAlyzeAccountUpsertDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Dto.RiskAlyzeAccountUpsertDto' xml: name: RiskAlyzeAccountUpsertDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Dto.RiskAlyzeAccountUpsertDto' xml: name: RiskAlyzeAccountUpsertDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Dto.RiskAlyzeAccountUpsertDto' xml: name: RiskAlyzeAccountUpsertDto wrapped: true type: array application/x-www-form-urlencoded: schema: items: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Dto.RiskAlyzeAccountUpsertDto' xml: name: RiskAlyzeAccountUpsertDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Dto.RiskAlyzeAccountUpsertDto' xml: name: RiskAlyzeAccountUpsertDto wrapped: true type: array required: true summary: Risk alyze account upsert async x-summary-source: derived /v1/Integrations/RiskAlyze/Allocations: post: tags: - Integrations/RiskAlyze summary: The endpoint is to get Nitrogen scores as the user is building out a model for… operationId: RiskAlyze_GetScoreForAllocationsAsync parameters: - name: ct in: header required: true 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.Integrations.RiskAlyze.Dto.TickerAllocationsDto' xml: name: TickerAllocationsDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Dto.TickerAllocationsDto' xml: name: TickerAllocationsDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Dto.TickerAllocationsDto' xml: name: TickerAllocationsDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Dto.TickerAllocationsDto' xml: name: TickerAllocationsDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Dto.TickerAllocationsDto' xml: name: TickerAllocationsDto wrapped: true type: array application/x-www-form-urlencoded: schema: items: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Dto.TickerAllocationsDto' xml: name: TickerAllocationsDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Dto.TickerAllocationsDto' xml: name: TickerAllocationsDto wrapped: true type: array description: The combination of Ticker and Amount that will be used to determine the score. required: true /v1/Integrations/RiskAlyze/Clients: get: tags: - Integrations/RiskAlyze summary: Gets all Clients from Nitrogen operationId: RiskAlyze_GetAllClientsAsync parameters: - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.Client' xml: name: Client wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.Client' xml: name: Client wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.Client' xml: name: Client wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.Client' xml: name: Client wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.Client' xml: name: Client wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.Client' xml: name: Client wrapped: true type: array security: - Authorization: [] /v1/Integrations/RiskAlyze/Clients/{key}: get: tags: - Integrations/RiskAlyze summary: Gets a Client from Nitrogen operationId: RiskAlyze_GetClientInfoAsync parameters: - name: key in: path required: true schema: type: integer format: int32 - name: imageSize in: query description: 'Optional. Valid values are: 60, 90, 180, 360, or 1000' required: false schema: type: integer format: int32 - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.Client' application/json: schema: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.Client' text/json: schema: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.Client' application/xml: schema: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.Client' text/xml: schema: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.Client' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.Client' security: - Authorization: [] put: tags: - Integrations/RiskAlyze summary: Updates the risk score for a Nitrogen Client operationId: RiskAlyze_ClientRiskScoreUpdateAsync parameters: - name: key in: path description: The unique ID of the Client. required: true schema: type: integer format: int32 - name: riskScore in: query description: The risk score. required: true schema: type: number format: double - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.Client' application/json: schema: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.Client' text/json: schema: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.Client' application/xml: schema: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.Client' text/xml: schema: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.Client' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.Client' security: - Authorization: [] /v1/Integrations/RiskAlyze/Clients/{key}/Analysis: get: tags: - Integrations/RiskAlyze summary: Gets a Client and associated analysis data from Nitrogen operationId: RiskAlyze_GetClientAnalysisAsync parameters: - name: key in: path required: true schema: type: integer format: int32 - name: imageSize in: query description: 'Optional. Valid values are: 60, 90, 180, 360, or 1000' required: false schema: type: integer format: int32 - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Dto.RiskalyzeAnalysisDto' application/json: schema: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Dto.RiskalyzeAnalysisDto' text/json: schema: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Dto.RiskalyzeAnalysisDto' application/xml: schema: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Dto.RiskalyzeAnalysisDto' text/xml: schema: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Dto.RiskalyzeAnalysisDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Dto.RiskalyzeAnalysisDto' security: - Authorization: [] /v1/Integrations/RiskAlyze/Clients/{key}/Token: get: tags: - Integrations/RiskAlyze summary: Gets the token for a Client from Nitrogen operationId: RiskAlyze_GetClientTokenAsync parameters: - name: key 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: [] /v1/Integrations/RiskAlyze/Clients/ImplementProposed: post: tags: - Integrations/RiskAlyze summary: Calls out to Nitrogen with the currently logged in user sso, and Implements the… operationId: RiskAlyze_ImplementProposedAsync parameters: - name: riskAlyzeClientId in: query required: true schema: type: integer format: int32 - name: accountId in: query 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: [] /v1/Integrations/RiskAlyze/Clients/ProposalRedirect: get: tags: - Integrations/RiskAlyze summary: Checks for an existing client based on integration mappings, and updates or… operationId: RiskAlyze_CreateOrUpdateClientAsync parameters: - name: accountId in: query description: Orion AccountId to base the new Nitrogen client on. required: false schema: type: integer format: int32 - name: clientId in: query description: Orion HHId to base the new Nitrogen client on.If Launched from HH level of Portfolio Audit required: false schema: type: integer format: int32 - 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: [] /v1/Integrations/RiskAlyze/Configuration: get: tags: - Integrations/RiskAlyze summary: Returns configuration settings for Nitrogen integration operationId: RiskAlyze_GetConfigurationAsync parameters: - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.IntegrationInfo' application/json: schema: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.IntegrationInfo' text/json: schema: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.IntegrationInfo' application/xml: schema: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.IntegrationInfo' text/xml: schema: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.IntegrationInfo' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.IntegrationInfo' security: - Authorization: [] put: tags: - Integrations/RiskAlyze summary: Updates Nitrogen configuration information operationId: RiskAlyze_UpdateConfigurationAsync parameters: - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.IntegrationInfo' application/json: schema: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.IntegrationInfo' text/json: schema: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.IntegrationInfo' application/xml: schema: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.IntegrationInfo' text/xml: schema: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.IntegrationInfo' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.IntegrationInfo' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.IntegrationInfo' application/json: schema: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.IntegrationInfo' text/json: schema: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.IntegrationInfo' application/xml: schema: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.IntegrationInfo' text/xml: schema: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.IntegrationInfo' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.IntegrationInfo' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.IntegrationInfo' required: true /v1/Integrations/RiskAlyze/GetToken: get: tags: - Integrations/RiskAlyze summary: Used to get token from Nitrogen operationId: RiskAlyze_GetTokenAsync parameters: - name: code in: query required: true schema: type: string - 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: [] /v1/Integrations/RiskAlyze/Redirect: get: tags: - Integrations/RiskAlyze summary: Used to automatically redirect the user's browser to Nitrogen's OAuth page operationId: RiskAlyze_GetRedirectUrlAsync 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: [] /v1/Integrations/RiskAlyze/Remove: post: tags: - Integrations/RiskAlyze summary: Removes Nitrogen integration from the current user's firm description: The user must have Admin or Advisor privileges to remove the integration. operationId: RiskAlyze_RemoveServiceAsync parameters: - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: type: boolean application/json: schema: type: boolean text/json: schema: type: boolean application/xml: schema: type: boolean text/xml: schema: type: boolean multipart/form-data: schema: type: boolean security: - Authorization: [] /v1/Integrations/RiskAlyze/Representatives/{key}/DefaultSchedules: get: tags: - Integrations/RiskAlyze summary: Get list of default fee schedules for the representative operationId: RiskAlyze_GetDefaultSchedulesForRepAsync parameters: - name: key in: path required: true schema: type: integer format: int32 - name: platformId in: query required: false schema: type: integer format: int32 - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillScheduleDto' xml: name: BillScheduleDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillScheduleDto' xml: name: BillScheduleDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillScheduleDto' xml: name: BillScheduleDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillScheduleDto' xml: name: BillScheduleDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillScheduleDto' xml: name: BillScheduleDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillScheduleDto' xml: name: BillScheduleDto wrapped: true type: array security: - Authorization: [] /v1/Integrations/RiskAlyze/Response: post: tags: - Integrations/RiskAlyze operationId: RiskAlyze_OAuthResponseAsync 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: 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 summary: Risk alyze OAuth response async x-summary-source: derived /v1/Integrations/RiskAlyze/RetirementRedirect: get: tags: - Integrations/RiskAlyze operationId: RiskAlyze_GetRetirementRedirectUrlAsync parameters: - name: clientId in: query 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: Risk alyze get retirement redirect url async x-summary-source: derived /v1/Integrations/RiskAlyze/Setup: post: tags: - Integrations/RiskAlyze summary: Sets up the Nitrogen integration for an advisory firm description: The user must have Admin or Advisor privileges to setup the integration. operationId: RiskAlyze_SetupServiceAsync parameters: - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.IntegrationInfo' application/json: schema: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.IntegrationInfo' text/json: schema: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.IntegrationInfo' application/xml: schema: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.IntegrationInfo' text/xml: schema: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.IntegrationInfo' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.IntegrationInfo' 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 {OAS.WebApi.DTO.Integrations.IntegrationSetupRequestDto} defining the integration. required: true /v1/Integrations/RiskAlyze/StoredUserToken: get: tags: - Integrations/RiskAlyze summary: Returns configuration settings for Nitrogen integration operationId: RiskAlyze_GetUserTokenAsync parameters: - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.DataModel.Integration.RiskAlyze.RiskAlyzeUser' application/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integration.RiskAlyze.RiskAlyzeUser' text/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integration.RiskAlyze.RiskAlyzeUser' application/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Integration.RiskAlyze.RiskAlyzeUser' text/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Integration.RiskAlyze.RiskAlyzeUser' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataModel.Integration.RiskAlyze.RiskAlyzeUser' security: - Authorization: [] components: schemas: OAS.Integrations.RiskAlyze.Classes.Account: properties: id: type: integer format: int32 portfolio_id: type: integer format: int32 asset_manager_id: type: object custodian_id: type: object type_id: type: object name: type: string total: type: number format: double status: type: string type: type: string order: type: object analysis: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.Analysis' messages: items: type: object type: array created: type: string updated: type: object synced: type: object settings: type: object external_config: type: object integrations: items: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.AccountIntegration' xml: name: AccountIntegration wrapped: true type: array tracked_model_id: type: object is_autopilot_enabled: type: integer format: int32 trading_status: type: string allocations: items: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.Allocation' xml: name: Allocation wrapped: true type: array allocations_excluded: items: type: object type: array xml: name: Account type: object OAS.Integrations.RiskAlyze.IntegrationInfo: properties: client_secret: type: string client_id: type: string orionUid: type: string orionPwd: type: string redirect_uri: type: string repId: type: string xml: name: IntegrationInfo type: object OAS.Integrations.RiskAlyze.Classes.Security: properties: shortname: type: string longname: type: string type: type: string xml: name: Security type: object OAS.Integrations.RiskAlyze.Classes.Categories: properties: asset_class: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.AssetClass' xml: name: Categories type: object OAS.Integrations.RiskAlyze.Classes.RiskMetric: properties: type: type: string value: type: integer format: int32 xml: name: RiskMetric type: object OAS.Integrations.RiskAlyze.Classes.StressTest: properties: slug: type: string return: type: number format: double stdev: type: number format: double risk_number: type: integer format: int32 xml: name: StressTest type: object OAS.Integrations.RiskAlyze.Classes.Analysis: properties: return: type: number format: double ttm_dividend: type: number format: double annual_fee: type: number format: double advisory_fee: type: number format: double stdev: type: number format: double risk_number: type: number format: double risk_metric: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.RiskMetric' worst: type: number format: double best: type: number format: double stresstests: items: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.StressTest' xml: name: StressTest wrapped: true type: array categories: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.Categories' heatmap: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.Heatmap' alloclog_id: type: integer format: int32 x_RiskScoreImage: type: string format: byte x_RiskScoreImageUri: type: string xml: name: Analysis type: object OAS.Integrations.RiskAlyze.Dto.RiskalyzePortfolioDto: properties: riskalyzePortfolioId: type: integer format: int32 name: type: string status: type: string type: type: string total: type: integer format: int32 analysis: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Dto.AnalysisDto' riskScoreImage: type: string format: byte accounts: items: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Dto.RiskalyzeAccountDto' xml: name: RiskalyzeAccountDto wrapped: true type: array xml: name: RiskalyzePortfolioDto type: object OAS.Integrations.RiskAlyze.Dto.RiskAlyzeAccountUpsertDto.Allocation: properties: id: type: integer format: int32 security: items: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Dto.RiskAlyzeAccountUpsertDto.Security' xml: name: Security wrapped: true type: array amount: type: integer format: int32 xml: name: Allocation type: object OAS.Integrations.RiskAlyze.Classes.Questionnaire: properties: id: type: integer format: int32 user_id: type: string client_id: type: string advisor_id: type: string fname: type: string lname: type: string ai: type: string financial_status: type: string financial_goals: type: string archived: type: string sent: type: string sent_timestamp: type: string format: date-time timestamp: type: string format: date-time completed: type: string deleted: type: string rq4_simple: type: string birth_year: type: string retirement_age: type: string retirement_year: type: string risk_number: type: number format: double x_RiskScoreImage: type: string format: byte x_RiskScoreImageUri: type: string xml: name: Questionnaire type: object OAS.Integrations.RiskAlyze.Classes.AccountTypes: properties: standard: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.Standard' sma: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.Sma' uma: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.Uma' va: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.Va' xml: name: AccountTypes type: object OAS.Integrations.RiskAlyze.Classes.PortfolioPermissions: properties: read: type: integer format: int32 write: type: integer format: int32 delete: type: integer format: int32 xml: name: PortfolioPermissions type: object OAS.Integrations.RiskAlyze.Dto.RiskalyzeAccountDto: properties: riskalyzeAccountId: type: integer format: int32 name: type: string status: type: string type: type: string total: type: number format: double allocationPercent: type: number format: double analysis: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Dto.AnalysisDto' allocations: items: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Dto.RiskalyzeAllocationDto' xml: name: RiskalyzeAllocationDto wrapped: true type: array xml: name: RiskalyzeAccountDto type: object OAS.Integrations.RiskAlyze.Dto.QuestionnaireDto: properties: riskalyzeQuestionnaireId: type: integer format: int32 firstName: type: string lastName: type: string birthYear: type: string retirementAge: type: string retirementYear: type: string timeStamp: type: string format: date-time riskNumber: type: number format: double riskScoreImage: type: string format: byte riskScoreImageUri: type: string xml: name: QuestionnaireDto type: object OAS.WebApi.DTO.Billing.BillScheduleDto: properties: id: type: integer format: int32 name: type: string description: type: string schedule: type: string enum: - Undefined - Fee - Payout - BDOverride - Remainder - PerformanceFee - PerformancePayout 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 type: type: string basis: 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 minFeeAcctValueThreshold: type: number format: double minimumFee: type: number format: double howBilled: type: integer format: int32 billEntityId: type: integer format: int32 billEntityName: type: string billEntityDescription: type: string showInFeeCalculator: type: boolean isActive: type: boolean isPayoutCreditOffset: type: boolean createdDate: type: string format: date-time createdBy: type: string editedDate: type: string format: date-time editedBy: type: string xml: name: BillScheduleDto type: object OAS.Integrations.RiskAlyze.Dto.AnalysisDto: properties: riskNumber: type: number format: double riskScoreImage: type: string format: byte riskScoreImageUri: type: string best: type: number format: double worst: type: number format: double xml: name: AnalysisDto type: object OAS.Integrations.RiskAlyze.Dto.TickerAllocationsDto: properties: ticker: type: string allocation: type: number format: double xml: name: TickerAllocationsDto type: object OAS.Integrations.RiskAlyze.Classes.AssetClass: properties: bonds: type: number format: double stocks: type: number format: double cash: type: number format: double other: type: number format: double unavailable: type: number format: double xml: name: AssetClass type: object OAS.Integrations.RiskAlyze.Classes.DataModel: properties: id: type: integer format: int32 name: type: string type: type: string market: type: number format: double interest: type: number format: double risk_number: type: integer format: int32 xml: name: DataModel type: object OAS.Integrations.RiskAlyze.Classes.Allocation: properties: id: type: integer format: int32 account_id: type: integer format: int32 portfolio_id: type: integer format: int32 sec_id: type: integer format: int64 order: type: object analysis: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.Analysis' settings: type: object data: type: object rank: type: integer format: int32 hash: type: object price: type: number format: double shares: type: number format: double amount: type: number format: double value_as_of_date: type: object is_locked_for_trading: type: integer format: int32 security: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.Security' xml: name: Allocation type: object OAS.Integrations.RiskAlyze.Classes.DefaultAllocations: properties: sec_id: type: integer format: int32 security: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.Security' xml: name: DefaultAllocations type: object OAS.Integrations.RiskAlyze.Classes.Va: properties: order: type: integer format: int32 label: type: string description: type: string default_allocations: items: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.DefaultAllocations' xml: name: DefaultAllocations wrapped: true type: array permissions: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.Permissions' xml: name: Va type: object OAS.Integrations.RiskAlyze.Classes.AccountIntegration: properties: client_ex_api_link_id: type: string custodial_account_number: type: string custodian_id: type: integer format: int32 custodian_slug: type: string ex_account_id: type: string service: type: string xml: name: AccountIntegration type: object OAS.Integrations.RiskAlyze.Classes.Portfolio: properties: id: type: integer format: int32 user_id: type: string client_id: type: integer format: int32 name: type: string total: type: integer format: int32 analysis: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.Analysis' status: type: string type: type: string created: type: string format: date-time updated: type: string format: date-time analyzed: type: string format: date-time data_model: type: integer format: int32 deleted: type: integer format: int32 editable: type: integer format: int32 data_models: items: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.DataModel' xml: name: DataModel wrapped: true type: array is_dirty: type: integer format: int32 accounts: items: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.Account' xml: name: Account wrapped: true type: array config: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.Config' permissions: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.PortfolioPermissions' result: type: string xml: name: Portfolio type: object OAS.DataModel.Integration.RiskAlyze.RiskAlyzeUser: properties: access_token: type: string expires_in: type: integer format: int32 token_type: type: string scope: type: string refresh_token: type: string deadRefreshToken: type: boolean errorMessage: type: string tokenExpiresIn: readOnly: true type: string format: date-time xml: name: RiskAlyzeUser 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.Integrations.RiskAlyze.Dto.RiskAlyzeAccountUpsertDto.Security: properties: ticker: type: string longname: type: string type: type: string xml: name: Security type: object OAS.Integrations.RiskAlyze.Classes.Client: properties: id: type: integer format: int32 client_id: type: integer format: int32 client_user_id: type: string advisor_user_id: type: string fname: type: string lname: type: string risk_number: type: number format: double photo_path: type: string phone: type: string status: type: string created: type: string format: date-time email: type: string integrations: items: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.Integration' xml: name: Integration wrapped: true type: array extras: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.Extras' latest_current_portfolio: type: integer format: int32 latest_proposed_portfolio: type: integer format: int32 questionnaires: items: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.Questionnaire' xml: name: Questionnaire wrapped: true type: array portfolios: items: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.Portfolio' xml: name: Portfolio wrapped: true type: array x_RiskScoreImage: type: string format: byte x_RiskScoreImageUri: type: string xml: name: Client type: object OAS.Integrations.RiskAlyze.Classes.Config: properties: account_types: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.AccountTypes' lists: type: object model_default_total: type: integer format: int32 xml: name: Config type: object OAS.Integrations.RiskAlyze.Classes.Permissions: properties: change_type: type: integer format: int32 allocation_details: type: integer format: int32 settings: type: integer format: int32 optimizer: type: integer format: int32 add: type: integer format: int32 remove: type: integer format: int32 delete: type: integer format: int32 entry_type: items: type: string type: array xml: name: Permissions type: object OAS.Integrations.RiskAlyze.Classes.Heatmap: properties: diversified_risk: type: number format: double risk: type: number format: double reward: type: number format: double xml: name: Heatmap type: object OAS.Integrations.RiskAlyze.Dto.RiskalyzeAllocationDto: properties: riskalyzeAllocationId: type: integer format: int32 longName: type: string shortName: type: string type: type: string amount: type: number format: double allocationPercent: type: number format: double analysis: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Dto.AnalysisDto' xml: name: RiskalyzeAllocationDto type: object OAS.Integrations.RiskAlyze.Dto.RiskalyzeAnalysisDto: properties: clientId: type: integer format: int32 riskalyzeClientId: type: integer format: int32 firstName: type: string lastName: type: string status: type: string created: type: string format: date-time riskNumber: type: number format: double currentPortfolio: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Dto.RiskalyzePortfolioDto' proposedPortfolio: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Dto.RiskalyzePortfolioDto' questionnaire: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Dto.QuestionnaireDto' xml: name: RiskalyzeAnalysisDto type: object OAS.Integrations.RiskAlyze.Dto.RiskAlyzeAccountUpsertDto: properties: riskAlyzeId: type: string orionAccountId: type: integer format: int32 modelAggId: type: integer format: int32 riskBudget: type: integer format: int32 firstName: type: string lastName: type: string repId: type: integer format: int32 sessionAuthToken: type: string custodian: type: string allocations: items: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Dto.RiskAlyzeAccountUpsertDto.Allocation' xml: name: Allocation wrapped: true type: array xml: name: RiskAlyzeAccountUpsertDto type: object OAS.Integrations.RiskAlyze.Classes.Integration: properties: id: type: string client_id: type: string type: type: string ex_id_1: type: string ex_id_2: type: string timestamp: type: string format: date-time xml: name: Integration type: object OAS.Integrations.RiskAlyze.Classes.Uma: properties: order: type: integer format: int32 label: type: string description: type: string default_allocations: items: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.DefaultAllocations' xml: name: DefaultAllocations wrapped: true type: array permissions: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.Permissions' xml: name: Uma type: object OAS.Integrations.RiskAlyze.Classes.Sma: properties: order: type: integer format: int32 label: type: string description: type: string default_allocations: items: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.DefaultAllocations' xml: name: DefaultAllocations wrapped: true type: array permissions: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.Permissions' xml: name: Sma type: object OAS.Integrations.RiskAlyze.Classes.Extras: properties: type: type: string database_id: type: integer format: int32 contact_id: type: integer format: int32 xml: name: Extras type: object OAS.Integrations.RiskAlyze.Classes.Standard: properties: order: type: integer format: int32 label: type: string description: type: string default_allocations: items: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.DefaultAllocations' xml: name: DefaultAllocations wrapped: true type: array permissions: $ref: '#/components/schemas/OAS.Integrations.RiskAlyze.Classes.Permissions' xml: name: Standard type: object securitySchemes: Authorization: type: apiKey description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"' name: Authorization in: header