openapi: 3.2.0 info: version: V1 title: Orion Connect Portfolio/Rias API x-swagger-net-version: 8.4.12.001 servers: - url: https://api.orionadvisor.com/api tags: - name: Portfolio/Rias paths: /v1/Portfolio/Rias: get: tags: - Portfolio/Rias operationId: Rias_Get responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RiaDto' xml: name: RiaDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RiaDto' xml: name: RiaDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RiaDto' xml: name: RiaDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RiaDto' xml: name: RiaDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RiaDto' xml: name: RiaDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RiaDto' xml: name: RiaDto wrapped: true type: array security: - Authorization: [] summary: Rias get x-summary-source: derived post: tags: - Portfolio/Rias operationId: Rias_Create 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.WebApi.DTO.Portfolio.RiaDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RiaDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RiaDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RiaDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RiaDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RiaDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RiaDto' required: true summary: Rias create x-summary-source: derived /v1/Portfolio/Rias/{key}: get: tags: - Portfolio/Rias operationId: Rias_GetEntityByKey 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.Portfolio.RiaDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RiaDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RiaDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RiaDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RiaDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RiaDto' security: - Authorization: [] summary: Rias get entity by key x-summary-source: derived put: tags: - Portfolio/Rias operationId: Rias_Update 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.Portfolio.RiaDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RiaDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RiaDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RiaDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RiaDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RiaDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RiaDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RiaDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RiaDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RiaDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RiaDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RiaDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RiaDto' required: true summary: Rias update x-summary-source: derived delete: tags: - Portfolio/Rias operationId: Rias_Delete 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: [] summary: Rias delete x-summary-source: derived /v1/Portfolio/Rias/Action/Delete: put: tags: - Portfolio/Rias operationId: Rias_PutV1PortfolioRiasActionDelete 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 required: true summary: Rias put V1 portfolio rias action delete x-summary-source: derived /v1/Portfolio/Rias/Simple: get: tags: - Portfolio/Rias operationId: Rias_GetSimpleAll responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array security: - Authorization: [] summary: Rias get simple all x-summary-source: derived /v1/Portfolio/Rias/Simple/List: post: tags: - Portfolio/Rias operationId: Rias_GetSimpleListById responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity 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 summary: Rias get simple list by id x-summary-source: derived /v1/Portfolio/Rias/Simple/List/Id: post: tags: - Portfolio/Rias operationId: Rias_PostV1PortfolioRiasSimpleListId responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity 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 summary: Rias post V1 portfolio rias simple list id x-summary-source: derived /v1/Portfolio/Rias/Simple/Search: get: tags: - Portfolio/Rias operationId: Rias_GetSimpleSearch parameters: - name: search in: query required: true schema: type: string responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array security: - Authorization: [] summary: Rias get simple search x-summary-source: derived /v1/Portfolio/Rias/Simple/Search/{search}: get: tags: - Portfolio/Rias operationId: Rias_GetV1PortfolioRiasSimpleSearchBySearch parameters: - name: search in: path required: true schema: type: string responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array security: - Authorization: [] summary: Rias get V1 portfolio rias simple search by search x-summary-source: derived components: schemas: OAS.DataModel.SimpleEntity: properties: id: type: integer format: int32 name: type: string xml: name: SimpleEntity type: object OAS.WebApi.DTO.Portfolio.RiaDto: properties: id: type: integer format: int32 name: type: string isActive: type: boolean description: type: string fiscalStartDate: type: string fiscalEndDate: type: string payeeId: type: integer format: int32 billingStyle: type: integer format: int32 isSolicitor: type: boolean isDefault: type: boolean importKey: example: 00000000-0000-0000-0000-000000000000 type: string format: uuid createdBy: type: string createdDate: type: string format: date-time editedBy: type: string editedDate: type: string format: date-time firstName: type: string lastName: type: string entityName: type: string email: type: string city: type: string state: type: string salutation: type: string address1: type: string address2: type: string address3: type: string zip: type: string fax: type: string faxExt: type: string mobilePhone: type: string businessPhone: type: string businessPhoneExt: type: string otherPhone: type: string otherPhoneExt: type: string company: type: string jobTitle: type: string webAddress: type: string globalId: example: 00000000-0000-0000-0000-000000000000 type: string format: uuid xml: name: RiaDto type: object securitySchemes: Authorization: type: apiKey description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"' name: Authorization in: header