openapi: 3.2.0 info: version: V1 title: Orion Connect Integrations/Schwab Service Request API x-swagger-net-version: 8.4.12.001 servers: - url: https://api.orionadvisor.com/api tags: - name: Integrations/SchwabServiceRequest paths: /v1/Integrations/SchwabServiceRequest/{householdId}/UpdateAddress: post: tags: - Integrations/SchwabServiceRequest summary: Method to update address in Schwab operationId: SchwabServiceRequest_UpdateAddressAsync parameters: - name: householdId 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/SchwabServiceRequest/Create: post: tags: - Integrations/SchwabServiceRequest summary: Method send a request to Schwab Request Center operationId: SchwabServiceRequest_CreateRequestCenterTicketAsync parameters: - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.DataModel.Integration.ResultItemOfOAT.Integrations.Schwab.SII.Dto.SchwabServiceResponseDto' application/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integration.ResultItemOfOAT.Integrations.Schwab.SII.Dto.SchwabServiceResponseDto' text/json: schema: $ref: '#/components/schemas/OAS.DataModel.Integration.ResultItemOfOAT.Integrations.Schwab.SII.Dto.SchwabServiceResponseDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataModel.Integration.ResultItemOfOAT.Integrations.Schwab.SII.Dto.SchwabServiceResponseDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAT.Integrations.Schwab.SII.Dto.ServiceRequestData' application/json: schema: $ref: '#/components/schemas/OAT.Integrations.Schwab.SII.Dto.ServiceRequestData' text/json: schema: $ref: '#/components/schemas/OAT.Integrations.Schwab.SII.Dto.ServiceRequestData' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAT.Integrations.Schwab.SII.Dto.ServiceRequestData' multipart/form-data: schema: $ref: '#/components/schemas/OAT.Integrations.Schwab.SII.Dto.ServiceRequestData' required: true /v1/Integrations/SchwabServiceRequest/CreateV2: post: tags: - Integrations/SchwabServiceRequest operationId: SchwabServiceRequest_CreateSchwabServiceRequestAsync 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: $ref: '#/components/schemas/OAS.Integrations.SchwabV2.ServiceRequest.Models.SchwabCreateServiceRequestRequestDto' application/json: schema: $ref: '#/components/schemas/OAS.Integrations.SchwabV2.ServiceRequest.Models.SchwabCreateServiceRequestRequestDto' text/json: schema: $ref: '#/components/schemas/OAS.Integrations.SchwabV2.ServiceRequest.Models.SchwabCreateServiceRequestRequestDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.Integrations.SchwabV2.ServiceRequest.Models.SchwabCreateServiceRequestRequestDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.Integrations.SchwabV2.ServiceRequest.Models.SchwabCreateServiceRequestRequestDto' required: true summary: Schwab service request create schwab service request async x-summary-source: derived /v1/Integrations/SchwabServiceRequest/test: get: tags: - Integrations/SchwabServiceRequest operationId: SchwabServiceRequest_TestGetAsync parameters: - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Schwab service request test get async x-summary-source: derived /v1/Integrations/SchwabServiceRequest/Topics: get: tags: - Integrations/SchwabServiceRequest summary: Method to request center topics picklist operationId: SchwabServiceRequest_GetSchwabRequestCenterTopicsAsync parameters: - name: otp in: query required: false schema: type: string default: '' - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAT.Integrations.Schwab.SII.Dto.SchwabRequestCenterDTO' xml: name: SchwabRequestCenterDTO wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAT.Integrations.Schwab.SII.Dto.SchwabRequestCenterDTO' xml: name: SchwabRequestCenterDTO wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAT.Integrations.Schwab.SII.Dto.SchwabRequestCenterDTO' xml: name: SchwabRequestCenterDTO wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAT.Integrations.Schwab.SII.Dto.SchwabRequestCenterDTO' xml: name: SchwabRequestCenterDTO wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAT.Integrations.Schwab.SII.Dto.SchwabRequestCenterDTO' xml: name: SchwabRequestCenterDTO wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAT.Integrations.Schwab.SII.Dto.SchwabRequestCenterDTO' xml: name: SchwabRequestCenterDTO wrapped: true type: array security: - Authorization: [] /v1/Integrations/SchwabServiceRequest/TopicsV2: get: tags: - Integrations/SchwabServiceRequest operationId: SchwabServiceRequest_GetSchwabRequestCenterTopicsV2Async parameters: - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Schwab service request get schwab request center topics V2 async x-summary-source: derived components: schemas: OAT.Integrations.Schwab.SII.Dto.SchwabServiceResponseDto: properties: id: type: string trackingId: type: string lastUpdated: type: string format: date-time masterAccount: type: string masterAccountName: type: string fullSubAccountName: type: string subAccountName: type: string subAccount: type: string topic: type: string topicName: type: string subtopic: type: string name: type: string firstLastName: type: string description: type: string carbonCopyTo: type: string schwabCaseId: type: string creator: type: string campaignCode: type: integer format: int32 firmId: type: integer format: int32 firmName: type: string createDate: type: string format: date-time hasAttachments: type: boolean findYourTeamEmail: type: string confirmationId: type: string isArchived: type: boolean source: type: string statusId: type: integer format: int32 forceError: type: boolean attachmentData: items: $ref: '#/components/schemas/OAT.Integrations.Schwab.SII.Dto.Attachmentdata' xml: name: Attachmentdata wrapped: true type: array schwabChannelCode: type: string carbonCopyEmail: type: boolean phoneNumber: type: string serviceRequestTrackingUrl: type: string xml: name: SchwabServiceResponseDto type: object OAS.DataModel.Integration.ResultItemOfOAT.Integrations.Schwab.SII.Dto.SchwabServiceResponseDto: properties: item: $ref: '#/components/schemas/OAT.Integrations.Schwab.SII.Dto.SchwabServiceResponseDto' hasError: type: boolean status: type: string xml: name: ResultItem`1 type: object System.IO.Stream: properties: canRead: readOnly: true type: boolean canSeek: readOnly: true type: boolean canTimeout: readOnly: true type: boolean canWrite: readOnly: true type: boolean length: readOnly: true type: integer format: int64 position: type: integer format: int64 readTimeout: type: integer format: int32 writeTimeout: type: integer format: int32 xml: name: Stream type: object OAS.Integrations.SchwabV2.ServiceRequest.Models.SchwabCreateServiceRequestRequestDto: properties: files: items: $ref: '#/components/schemas/System.Web.HttpPostedFile' xml: name: HttpPostedFile wrapped: true type: array masterAccount: type: string account: type: string topicName: type: string subTopicName: type: string name: type: string description: type: string schwabCaseId: type: string ccEmail: type: boolean showAccount: type: string xml: name: SchwabCreateServiceRequestRequestDto type: object OAT.Integrations.Schwab.SII.Dto.Attachmentdata: properties: location: type: string name: type: string size: type: string id: type: string isValidFileType: type: boolean xml: name: Attachmentdata type: object OAT.Integrations.Schwab.SII.Dto.ServiceRequestData: properties: subTopic: type: string topic: type: string subAccount: type: string masterAccount: type: string requestName: type: string requestDescription: type: string clientChannelOverride: type: string files: items: $ref: '#/components/schemas/System.Web.HttpPostedFile' xml: name: HttpPostedFile wrapped: true type: array xml: name: ServiceRequestData type: object OAT.Integrations.Schwab.SII.Dto.SchwabRequestCenterDTO.Subtopic: properties: name: type: string attachmentAllowed: type: boolean attachmentRequired: type: boolean maxAttachmentSize: type: integer format: int32 xml: name: Subtopic type: object OAT.Integrations.Schwab.SII.Dto.SchwabRequestCenterDTO: properties: id: type: string name: type: string order: type: integer format: int32 subtopics: items: $ref: '#/components/schemas/OAT.Integrations.Schwab.SII.Dto.SchwabRequestCenterDTO.Subtopic' xml: name: Subtopic wrapped: true type: array xml: name: SchwabRequestCenterDTO type: object System.Web.HttpPostedFile: properties: fileName: readOnly: true type: string contentType: readOnly: true type: string contentLength: readOnly: true type: integer format: int32 inputStream: $ref: '#/components/schemas/System.IO.Stream' readOnly: true xml: name: HttpPostedFile type: object securitySchemes: Authorization: type: apiKey description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"' name: Authorization in: header