openapi: 3.2.0 info: version: V1 title: Orion Connect Performance/Compare API x-swagger-net-version: 8.4.12.001 servers: - url: https://api.orionadvisor.com/api tags: - name: Performance/Compare paths: /v1/Performance/Compare: get: tags: - Performance/Compare summary: Gets a list of performance compares that the logged in user has access to operationId: PerformanceCompare_GetAll responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareDto' xml: name: PerformanceCompareDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareDto' xml: name: PerformanceCompareDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareDto' xml: name: PerformanceCompareDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareDto' xml: name: PerformanceCompareDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareDto' xml: name: PerformanceCompareDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareDto' xml: name: PerformanceCompareDto wrapped: true type: array security: - Authorization: [] post: tags: - Performance/Compare summary: Used to create a new performance compare. operationId: PerformanceCompare_CreateNewCompareAsync parameters: - name: cancellationToken in: header required: true - name: beginGeneration in: query description: 'Default: false. When true the compare generation will be started after compare has been successfully created. Generation will not be started if compare was not successfully created.' required: false schema: type: boolean default: false responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareFullDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareFullDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareFullDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareFullDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareFullDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareFullDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareFullDto' required: true /v1/Performance/Compare/{key}: get: tags: - Performance/Compare summary: Gets the performance compares with the provided key. operationId: PerformanceCompare_GetByKey parameters: - name: key in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareDto' security: - Authorization: [] delete: tags: - Performance/Compare summary: Deletes a performance compare operationId: PerformanceCompare_DeletePerformanceCompare parameters: - name: key 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: [] /v1/Performance/Compare/{performanceCompareId}/Details: get: tags: - Performance/Compare operationId: PerformanceCompareDetails_GetAll parameters: - name: performanceCompareId in: path required: true schema: type: integer format: int32 - name: calculationStatus in: query required: false style: form explode: true schema: type: array items: type: string enum: - NotCalculated - Errored - Calculated - PendingCalculation - WillNotBeCalculated - name: entityId in: query required: false schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareDetailFullDto' xml: name: PerformanceCompareDetailFullDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareDetailFullDto' xml: name: PerformanceCompareDetailFullDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareDetailFullDto' xml: name: PerformanceCompareDetailFullDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareDetailFullDto' xml: name: PerformanceCompareDetailFullDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareDetailFullDto' xml: name: PerformanceCompareDetailFullDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareDetailFullDto' xml: name: PerformanceCompareDetailFullDto wrapped: true type: array security: - Authorization: [] summary: Performance compare details get all x-summary-source: derived /v1/Performance/Compare/{performanceCompareId}/Details/{key}: get: tags: - Performance/Compare summary: Gets the performance compare detail with the provided key. operationId: PerformanceCompareDetails_GetByKey parameters: - name: performanceCompareId in: path required: true schema: type: integer format: int32 - name: key in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareDetailFullDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareDetailFullDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareDetailFullDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareDetailFullDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareDetailFullDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareDetailFullDto' security: - Authorization: [] /v1/Performance/Compare/{performanceCompareId}/Details/Action/ChangeActionStatus: post: tags: - Performance/Compare summary: Used to change the action status of the details in the performance comparison operationId: PerformanceCompareDetails_ChangeActionStatus parameters: - name: performanceCompareId in: path required: true schema: type: integer format: int32 - name: actionStatus in: query required: false schema: type: string enum: - NotComplete - Complete - AdvisorResearch - OrionResearch - NoAction - Addressed - name: note in: query description: Optional. If provided the note will be associated to all items provided as an admin only note. required: false schema: type: string - name: advisorNote in: query description: Optional. If provided the note will be associated to all items provided as an advisor visible note. required: false schema: type: string responses: '200': description: OK content: text/plain: schema: items: type: integer format: int32 type: array application/json: schema: items: type: integer format: int32 type: array text/json: schema: items: type: integer format: int32 type: array application/xml: schema: items: type: integer format: int32 type: array text/xml: schema: items: type: integer format: int32 type: array multipart/form-data: schema: items: type: integer format: int32 type: array security: - Authorization: [] requestBody: content: text/plain: schema: items: type: integer format: int32 type: array application/json: schema: items: type: integer format: int32 type: array text/json: schema: items: type: integer format: int32 type: array application/xml: schema: items: type: integer format: int32 type: array text/xml: schema: items: type: integer format: int32 type: array application/x-www-form-urlencoded: schema: items: type: integer format: int32 type: array multipart/form-data: schema: items: type: integer format: int32 type: array description: Only the items included will be updated. If omitted an error will be returned. required: true /v1/Performance/Compare/{performanceCompareId}/Details/Action/Generate: post: tags: - Performance/Compare summary: Used to update the system generate info for some or all of the details. operationId: PerformanceCompareDetails_GenerateComparisonsAsync parameters: - name: performanceCompareId in: path required: true schema: type: integer format: int32 - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: items: type: integer format: int32 type: array application/json: schema: items: type: integer format: int32 type: array text/json: schema: items: type: integer format: int32 type: array application/xml: schema: items: type: integer format: int32 type: array text/xml: schema: items: type: integer format: int32 type: array multipart/form-data: schema: items: type: integer format: int32 type: array security: - Authorization: [] requestBody: content: text/plain: schema: items: type: integer format: int32 type: array application/json: schema: items: type: integer format: int32 type: array text/json: schema: items: type: integer format: int32 type: array application/xml: schema: items: type: integer format: int32 type: array text/xml: schema: items: type: integer format: int32 type: array application/x-www-form-urlencoded: schema: items: type: integer format: int32 type: array multipart/form-data: schema: items: type: integer format: int32 type: array description: Optional. If provided only the items included will be updated. If omitted all items in the compare will be updated. required: true delete: tags: - Performance/Compare summary: Used to stop comparison generation operationId: PerformanceCompareDetails_CancelGenerateComparisonsAsync parameters: - name: cancellationToken in: header required: true - name: performanceCompareId in: path required: true schema: type: integer format: int32 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/Performance/Compare/{performanceCompareId}/Details/Action/Reset: post: tags: - Performance/Compare summary: Used to reset some of the details in the performance comparison operationId: PerformanceCompareDetails_ResetEntityAsync parameters: - name: cancellationToken in: header required: true - name: performanceCompareId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: type: integer format: int32 type: array application/json: schema: items: type: integer format: int32 type: array text/json: schema: items: type: integer format: int32 type: array application/xml: schema: items: type: integer format: int32 type: array text/xml: schema: items: type: integer format: int32 type: array multipart/form-data: schema: items: type: integer format: int32 type: array security: - Authorization: [] requestBody: content: text/plain: schema: items: type: integer format: int32 type: array application/json: schema: items: type: integer format: int32 type: array text/json: schema: items: type: integer format: int32 type: array application/xml: schema: items: type: integer format: int32 type: array text/xml: schema: items: type: integer format: int32 type: array application/x-www-form-urlencoded: schema: items: type: integer format: int32 type: array multipart/form-data: schema: items: type: integer format: int32 type: array description: Only the items included will be reset. If omitted an error will be returned. required: true /v1/Performance/Compare/{performanceCompareId}/Details/Notes: post: tags: - Performance/Compare summary: Gets the notes for the performance compare detail records provided operationId: PerformanceCompareDetails_GetNotes parameters: - name: performanceCompareId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareNoteDto' xml: name: PerformanceCompareNoteDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareNoteDto' xml: name: PerformanceCompareNoteDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareNoteDto' xml: name: PerformanceCompareNoteDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareNoteDto' xml: name: PerformanceCompareNoteDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareNoteDto' xml: name: PerformanceCompareNoteDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareNoteDto' xml: name: PerformanceCompareNoteDto wrapped: true type: array security: - Authorization: [] requestBody: content: text/plain: schema: items: type: integer format: int32 type: array application/json: schema: items: type: integer format: int32 type: array text/json: schema: items: type: integer format: int32 type: array application/xml: schema: items: type: integer format: int32 type: array text/xml: schema: items: type: integer format: int32 type: array application/x-www-form-urlencoded: schema: items: type: integer format: int32 type: array multipart/form-data: schema: items: type: integer format: int32 type: array required: true /v1/Performance/Compare/{performanceCompareId}/Details/Timeframe: get: tags: - Performance/Compare operationId: PerformanceCompareDetails_GetAllPivottedByTimeframe parameters: - name: performanceCompareId in: path required: true schema: type: integer format: int32 - name: calculationStatus in: query required: false style: form explode: true schema: type: array items: type: string enum: - NotCalculated - Errored - Calculated - PendingCalculation - WillNotBeCalculated responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareDetailPivotDto' xml: name: PerformanceCompareDetailPivotDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareDetailPivotDto' xml: name: PerformanceCompareDetailPivotDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareDetailPivotDto' xml: name: PerformanceCompareDetailPivotDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareDetailPivotDto' xml: name: PerformanceCompareDetailPivotDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareDetailPivotDto' xml: name: PerformanceCompareDetailPivotDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareDetailPivotDto' xml: name: PerformanceCompareDetailPivotDto wrapped: true type: array security: - Authorization: [] summary: Performance compare details get all pivotted by timeframe x-summary-source: derived /v1/Performance/Compare/ValidateImport/Details: post: tags: - Performance/Compare summary: Takes an xlsx, xls, or csv file as multipart content. operationId: PerformanceCompareValidateDetails_PostAsMultipartStreamAsync parameters: - name: cancellationToken in: header required: true - name: daysAddedToStartDate in: query description: 'Optional. Default: 0. The value provided will be added to the start date of the provided data.' required: false schema: type: integer format: int32 default: 0 - name: performanceCompareId in: query description: 'Optional. Default: null. If provided instead of the valid data being returned it will be automatically added to the performance comparison provided. Invalid records will be returned.' required: false schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.ValidatePerformanceCompareDetailDto' xml: name: ValidatePerformanceCompareDetailDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.ValidatePerformanceCompareDetailDto' xml: name: ValidatePerformanceCompareDetailDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.ValidatePerformanceCompareDetailDto' xml: name: ValidatePerformanceCompareDetailDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.ValidatePerformanceCompareDetailDto' xml: name: ValidatePerformanceCompareDetailDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.ValidatePerformanceCompareDetailDto' xml: name: ValidatePerformanceCompareDetailDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.ValidatePerformanceCompareDetailDto' xml: name: ValidatePerformanceCompareDetailDto wrapped: true type: array security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.ValidateImport.ValidateFileImportDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.ValidateImport.ValidateFileImportDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.ValidateImport.ValidateFileImportDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.ValidateImport.ValidateFileImportDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.ValidateImport.ValidateFileImportDto' required: true /v1/Performance/Compare/ValidateImport/Details/Templates/Csv: get: tags: - Performance/Compare operationId: PerformanceCompareValidateDetails_GetCsvTemplate 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: Performance compare validate details get csv template x-summary-source: derived /v1/Performance/Compare/ValidateImport/Details/Templates/Xls: get: tags: - Performance/Compare operationId: PerformanceCompareValidateDetails_GetXlsTemplate 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: Performance compare validate details get xls template x-summary-source: derived /v1/Performance/Compare/ValidateImport/Details/Templates/Xlsx: get: tags: - Performance/Compare operationId: PerformanceCompareValidateDetails_GetXlsxTemplate 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: Performance compare validate details get xlsx template x-summary-source: derived components: schemas: MultipartDataMediaFormatter.Infrastructure.HttpFile: properties: fileName: type: string mediaType: type: string data: $ref: '#/components/schemas/System.Net.Http.StreamContent' xml: name: HttpFile type: object System.Collections.Generic.KeyValuePairOfSystem.StringAndSystem.Collections.Generic.IEnumerableOfSystem.String: properties: key: readOnly: true type: string value: items: type: string readOnly: true type: array xml: name: KeyValuePair`2 type: object OAS.WebApi.DTO.Performance.PerformanceCompareNoteDto: properties: performanceCompareId: type: integer format: int32 id: type: integer format: int32 auditedDate: type: string format: date-time auditedByDisplay: type: string isAdvisorVisible: type: boolean note: type: string xml: name: PerformanceCompareNoteDto type: object OAS.WebApi.DTO.Performance.PerformanceCompareDetailDto: properties: performanceCompareId: type: integer format: int32 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 startDate: type: string format: date-time endDate: type: string format: date-time timeframe: type: string startValue: type: number format: double valueChange: type: number format: double endingValue: type: number format: double positiveCashflowAmount: type: number format: double negativeCashflowAmount: type: number format: double cashflowAmount: type: number format: double endingDividendAccrualAmount: type: number format: double endingBondAccrualAmount: type: number format: double grossPerformance: type: number format: double netPerformance: type: number format: double xml: name: PerformanceCompareDetailDto type: object OAS.WebApi.DTO.ValidateImport.ValidateFileImportDto: description: import file DTO for validating imports properties: file: $ref: '#/components/schemas/MultipartDataMediaFormatter.Infrastructure.HttpFile' description: the imported file xml: name: ValidateFileImportDto type: object OAS.WebApi.DTO.Performance.PerformanceCompareFullDto: properties: details: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Performance.PerformanceCompareDetailDto' xml: name: PerformanceCompareDetailDto wrapped: true type: array id: type: integer format: int32 name: type: string calcMethod: type: string enum: - TWR - Simple - IRR auditedBy: type: string auditedDate: type: string format: date-time isLockedDown: type: boolean haveTimeframes: type: boolean xml: name: PerformanceCompareFullDto type: object OAS.WebApi.DTO.Performance.PerformanceCompareDetailFullDto: properties: systemStartValue: type: number format: double systemValueChange: type: number format: double systemEndingValue: type: number format: double systemPositiveCashflowAmount: type: number format: double systemNegativeCashflowAmount: type: number format: double systemCashflowAmount: type: number format: double systemEndingDividendAccrualAmount: type: number format: double systemEndingBondAccrualAmount: type: number format: double systemGrossPerformance: type: number format: double systemNetPerformance: type: number format: double calculationStatus: type: string enum: - NotCalculated - Errored - Calculated - PendingCalculation - WillNotBeCalculated calculationDate: type: string format: date-time errorText: type: string actionStatus: type: string enum: - NotComplete - Complete - AdvisorResearch - OrionResearch - NoAction - Addressed noteCount: type: integer format: int32 compareStartValue: readOnly: true type: number format: double compareEndingValue: readOnly: true type: number format: double compareGrossPerformance: readOnly: true type: number format: double compareNetPerformance: readOnly: true type: number format: double cashflowPercentStart: readOnly: true type: number format: double cashflowPercentEnd: readOnly: true type: number format: double performanceCompareId: type: integer format: int32 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 startDate: type: string format: date-time endDate: type: string format: date-time timeframe: type: string startValue: type: number format: double valueChange: type: number format: double endingValue: type: number format: double positiveCashflowAmount: type: number format: double negativeCashflowAmount: type: number format: double cashflowAmount: type: number format: double endingDividendAccrualAmount: type: number format: double endingBondAccrualAmount: type: number format: double grossPerformance: type: number format: double netPerformance: type: number format: double xml: name: PerformanceCompareDetailFullDto type: object OAS.WebApi.DTO.Performance.PerformanceCompareDto: properties: id: type: integer format: int32 name: type: string calcMethod: type: string enum: - TWR - Simple - IRR auditedBy: type: string auditedDate: type: string format: date-time isLockedDown: type: boolean haveTimeframes: type: boolean xml: name: PerformanceCompareDto type: object System.Net.Http.StreamContent: properties: headers: items: $ref: '#/components/schemas/System.Collections.Generic.KeyValuePairOfSystem.StringAndSystem.Collections.Generic.IEnumerableOfSystem.String' readOnly: true xml: name: KeyValuePair`2 wrapped: true type: array xml: name: StreamContent type: object OAS.WebApi.DTO.Performance.PerformanceCompareDetailPivotDto: properties: performanceCompareId: 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 additionalColumns: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Interface.AdditionalColumnDefinition' readOnly: true xml: name: AdditionalColumnDefinition wrapped: true type: array actionStatus: readOnly: true type: string enum: - NotComplete - Complete - AdvisorResearch - OrionResearch - NoAction - Addressed ids: items: type: integer format: int32 readOnly: true type: array noteCount: readOnly: true type: integer format: int32 xml: name: PerformanceCompareDetailPivotDto type: object OAS.WebApi.DTO.Performance.ValidatePerformanceCompareDetailDto: properties: isValid: type: boolean validationMessage: type: string warningMessage: type: string performanceCompareId: type: integer format: int32 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 startDate: type: string format: date-time endDate: type: string format: date-time timeframe: type: string startValue: type: number format: double valueChange: type: number format: double endingValue: type: number format: double positiveCashflowAmount: type: number format: double negativeCashflowAmount: type: number format: double cashflowAmount: type: number format: double endingDividendAccrualAmount: type: number format: double endingBondAccrualAmount: type: number format: double grossPerformance: type: number format: double netPerformance: type: number format: double xml: name: ValidatePerformanceCompareDetailDto type: object OAS.WebApi.DTO.Interface.AdditionalColumnDefinition: properties: key: type: string value: type: string xml: name: AdditionalColumnDefinition type: object securitySchemes: Authorization: type: apiKey description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"' name: Authorization in: header