openapi: 3.2.0 info: version: V1 title: Orion Connect Portfolio/Security Classification API x-swagger-net-version: 8.4.12.001 servers: - url: https://api.orionadvisor.com/api tags: - name: Portfolio/SecurityClassification paths: /v1/Portfolio/SecurityClassification/Global/Assignments: post: tags: - Portfolio/SecurityClassification summary: Retrieves global security class assignment records description: 'Sample Request POST Portfolio/SecurityClassificatio/Global/Assignments [{ "RequestId": 1, "SecurityClassificationMethodId": 231, "ProductIds": [1,20120,12615] }]' operationId: SecurityClassificationAssignmentGlobal_GetListAsync parameters: - name: cancellationToken in: header description: Cancellation Token required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationGlobalAssignmentResponseDto' xml: name: SecurityClassificationGlobalAssignmentResponseDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationGlobalAssignmentResponseDto' xml: name: SecurityClassificationGlobalAssignmentResponseDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationGlobalAssignmentResponseDto' xml: name: SecurityClassificationGlobalAssignmentResponseDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationGlobalAssignmentResponseDto' xml: name: SecurityClassificationGlobalAssignmentResponseDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationGlobalAssignmentResponseDto' xml: name: SecurityClassificationGlobalAssignmentResponseDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationGlobalAssignmentResponseDto' xml: name: SecurityClassificationGlobalAssignmentResponseDto wrapped: true type: array security: - Authorization: [] requestBody: content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationGlobalAssignmentRequestDto' xml: name: SecurityClassificationGlobalAssignmentRequestDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationGlobalAssignmentRequestDto' xml: name: SecurityClassificationGlobalAssignmentRequestDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationGlobalAssignmentRequestDto' xml: name: SecurityClassificationGlobalAssignmentRequestDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationGlobalAssignmentRequestDto' xml: name: SecurityClassificationGlobalAssignmentRequestDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationGlobalAssignmentRequestDto' xml: name: SecurityClassificationGlobalAssignmentRequestDto wrapped: true type: array application/x-www-form-urlencoded: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationGlobalAssignmentRequestDto' xml: name: SecurityClassificationGlobalAssignmentRequestDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationGlobalAssignmentRequestDto' xml: name: SecurityClassificationGlobalAssignmentRequestDto wrapped: true type: array description: SecurityClassificationGlobalAssignmentRequestDto[] required: true /v1/Portfolio/SecurityClassification/Global/Assignments/{globalMethodId}: post: tags: - Portfolio/SecurityClassification summary: Retrieves global security class assignment records by download symbol for a… description: 'Sample Request POST /Portfolio/SecurityClassification/Global/Assignments/58 ["dia","msft"]' operationId: SecurityClassificationAssignmentGlobal_GetListBySymbolAsync parameters: - name: globalMethodId in: path description: Global security classification method id. required: true schema: type: integer format: int32 - name: cancellationToken in: header description: Cancellation Token required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationGlobalAssignmentBySymbolResponseDto' xml: name: SecurityClassificationGlobalAssignmentBySymbolResponseDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationGlobalAssignmentBySymbolResponseDto' xml: name: SecurityClassificationGlobalAssignmentBySymbolResponseDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationGlobalAssignmentBySymbolResponseDto' xml: name: SecurityClassificationGlobalAssignmentBySymbolResponseDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationGlobalAssignmentBySymbolResponseDto' xml: name: SecurityClassificationGlobalAssignmentBySymbolResponseDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationGlobalAssignmentBySymbolResponseDto' xml: name: SecurityClassificationGlobalAssignmentBySymbolResponseDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationGlobalAssignmentBySymbolResponseDto' xml: name: SecurityClassificationGlobalAssignmentBySymbolResponseDto wrapped: true type: array security: - Authorization: [] requestBody: content: text/plain: schema: items: type: string type: array application/json: schema: items: type: string type: array text/json: schema: items: type: string type: array application/xml: schema: items: type: string type: array text/xml: schema: items: type: string type: array application/x-www-form-urlencoded: schema: items: type: string type: array multipart/form-data: schema: items: type: string type: array description: Download symbols. required: true /v1/Portfolio/SecurityClassification/Global/Derivations: get: tags: - Portfolio/SecurityClassification summary: Gets a list of Global Security Class Derivations. description: 'Sample Request GET /Portfolio/SecurityClassification/Global/Derivations?$top=1000&$skip=0&baseSecurityClassIds=1&baseSecurityClassIds=2&classificationMethodIds=4' operationId: DerivationsGlobal_GetAllAsync parameters: - name: manipulator in: header description: Projection Manipulator required: true - name: cancellationToken in: header description: Cancellation Token required: true - name: baseSecurityClassIds in: query description: 'Optional: List of Security Class Base Ids' required: false style: form explode: true schema: type: array items: type: integer format: int32 - name: classificationMethodIds in: query description: 'Optional: List of Classification Method Ids' required: false style: form explode: true schema: type: array items: type: integer format: int32 - name: derivedSecurityClassIds in: query description: 'Optional: List of Derived Security Class Ids' required: false style: form explode: true schema: type: array items: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.DerivationGlobalDto' xml: name: DerivationGlobalDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.DerivationGlobalDto' xml: name: DerivationGlobalDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.DerivationGlobalDto' xml: name: DerivationGlobalDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.DerivationGlobalDto' xml: name: DerivationGlobalDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.DerivationGlobalDto' xml: name: DerivationGlobalDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.DerivationGlobalDto' xml: name: DerivationGlobalDto wrapped: true type: array security: - Authorization: [] post: tags: - Portfolio/SecurityClassification summary: Creates a Global Security Class Derivation description: 'Sample Request POST /Portfolio/SecurityClassification/Global/Derivations' operationId: DerivationsGlobal_CreateAsync parameters: - name: cancellationToken in: header description: Cancellation Token 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.WebApi.DTO.Portfolio.SecurityClassification.DerivationGlobalDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.DerivationGlobalDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.DerivationGlobalDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.DerivationGlobalDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.DerivationGlobalDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.DerivationGlobalDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.DerivationGlobalDto' description: DerivationGlobalDto required: true ? /v1/Portfolio/SecurityClassification/Global/Derivations/{securityClassificationMethodId}/{baseSecurityClassId}/{derivedSecurityClassId} : get: tags: - Portfolio/SecurityClassification summary: Gets a single Global Security Class Derivation description: 'Sample Request GET /Portfolio/SecurityClassification/Global/Derivations/1/2/3' operationId: DerivationsGlobal_GetByKeyAsync parameters: - name: securityClassificationMethodId in: path description: SecurityClassificationMethodId required: true schema: type: integer format: int32 - name: baseSecurityClassId in: path description: BaseSecurityClassId required: true schema: type: integer format: int32 - name: derivedSecurityClassId in: path description: DerivedSecurityClassId required: true schema: type: integer format: int32 - name: cancellationToken in: header description: Cancellation Token required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.DerivationGlobalDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.DerivationGlobalDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.DerivationGlobalDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.DerivationGlobalDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.DerivationGlobalDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.DerivationGlobalDto' security: - Authorization: [] delete: tags: - Portfolio/SecurityClassification summary: Delete a Global Security Class Derivation description: 'Sample Request DELETE /Portfolio/SecurityClassification/Global/Derivations/1/2/3' operationId: DerivationsGlobal_DeleteAsync parameters: - name: securityClassificationMethodId in: path description: SecurityClassificationMethodId required: true schema: type: integer format: int32 - name: baseSecurityClassId in: path description: BaseSecurityClassId required: true schema: type: integer format: int32 - name: derivedSecurityClassId in: path description: DerivedSecurityClassId required: true schema: type: integer format: int32 - name: cancellationToken in: header description: Cancellation Token required: true responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] /v1/Portfolio/SecurityClassification/Global/MethodAlClients: get: tags: - Portfolio/SecurityClassification summary: Gets a list of Security classification method AlClients global records. description: 'Sample Request GET /Portfolio/SecurityClassification/Global/MethodAlClients?$top=1000&$skip=0' operationId: MethodAlClientsGlobal_GetAllAsync parameters: - name: manipulator in: header required: true - name: cancellationToken in: header required: true - name: clientIds in: query description: List of AlClientIds to filter by required: false style: form explode: true schema: type: array items: type: integer format: int32 - name: securityClassificationMethodIds in: query description: List of Method Global IDs to filter by. required: false style: form explode: true schema: type: array items: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodAlClientGlobalDto' xml: name: MethodAlClientGlobalDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodAlClientGlobalDto' xml: name: MethodAlClientGlobalDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodAlClientGlobalDto' xml: name: MethodAlClientGlobalDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodAlClientGlobalDto' xml: name: MethodAlClientGlobalDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodAlClientGlobalDto' xml: name: MethodAlClientGlobalDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodAlClientGlobalDto' xml: name: MethodAlClientGlobalDto wrapped: true type: array security: - Authorization: [] post: tags: - Portfolio/SecurityClassification summary: Creates a new Security classification method alclient global description: 'Sample Request POST /Portfolio/SecurityClassification/Global/MethodAlClients' operationId: MethodAlClientsGlobal_CreateAsync parameters: - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodAlClientGlobalDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodAlClientGlobalDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodAlClientGlobalDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodAlClientGlobalDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodAlClientGlobalDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodAlClientGlobalDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodAlClientGlobalDto' description: The MethodAlClientGlobalDto object. required: true /v1/Portfolio/SecurityClassification/Global/MethodAlClients/{alClientId}/{methodGlobalId}: get: tags: - Portfolio/SecurityClassification summary: Gets a Security classification method AlClients global record. description: 'Sample Request GET /Portfolio/SecurityClassification/Global/MethodAlClients/{alClientId:int}/{methodGlobalId:int}' operationId: MethodAlClientsGlobal_GetOneAsync parameters: - name: alClientId in: path description: AlClient ID required: true schema: type: integer format: int32 - name: methodGlobalId in: path description: Method Global ID required: true schema: type: integer format: int32 - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] delete: tags: - Portfolio/SecurityClassification summary: Deletes a Security classification method global by ID description: 'Sample Request DELETE /Portfolio/SecurityClassification/Global/MethodAlClients/1/1' operationId: MethodAlClientsGlobal_DeleteAsync parameters: - name: alClientId in: path description: The AlClient id. required: true schema: type: integer format: int32 - name: methodGlobalId in: path description: The Method Global id. required: true schema: type: integer format: int32 - name: cancellationToken in: header required: true responses: '200': description: Success content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object '400': description: Failed security: - Authorization: [] /v1/Portfolio/SecurityClassification/Global/MethodAlClients/{methodGlobalId}: put: tags: - Portfolio/SecurityClassification summary: Adds/Updates/Deletes AlClient access for a Security Classification Method description: 'Sample Request PUT /Portfolio/SecurityClassification/Global/MethodAlClients/1' operationId: MethodAlClientsGlobal_UpdateByMethodGlobalIdAsync parameters: - name: methodGlobalId in: path required: true schema: type: integer format: int32 - name: cancellationToken in: header required: true responses: '200': description: Success content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object '400': description: Failed security: - Authorization: [] requestBody: content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodAlClientGlobalDto' xml: name: MethodAlClientGlobalDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodAlClientGlobalDto' xml: name: MethodAlClientGlobalDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodAlClientGlobalDto' xml: name: MethodAlClientGlobalDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodAlClientGlobalDto' xml: name: MethodAlClientGlobalDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodAlClientGlobalDto' xml: name: MethodAlClientGlobalDto wrapped: true type: array application/x-www-form-urlencoded: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodAlClientGlobalDto' xml: name: MethodAlClientGlobalDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodAlClientGlobalDto' xml: name: MethodAlClientGlobalDto wrapped: true type: array required: true /v1/Portfolio/SecurityClassification/Global/MethodRuleDataset: get: tags: - Portfolio/SecurityClassification summary: Returns the method rule data sets for global security classification rule… operationId: MethodRuleDataset_GetAllAsync parameters: - name: cancellationToken in: header description: Cancellation token required: true - name: classificationMethodId in: query description: Optional classification method ID to filter out circular dependencies required: false schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleDataSetDto' xml: name: MethodRuleDataSetDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleDataSetDto' xml: name: MethodRuleDataSetDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleDataSetDto' xml: name: MethodRuleDataSetDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleDataSetDto' xml: name: MethodRuleDataSetDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleDataSetDto' xml: name: MethodRuleDataSetDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleDataSetDto' xml: name: MethodRuleDataSetDto wrapped: true type: array security: - Authorization: [] /v1/Portfolio/SecurityClassification/Global/Methods: get: tags: - Portfolio/SecurityClassification summary: Gets a list of Security classification method global data. description: 'Sample Request GET /Portfolio/SecurityClassification/Global/Methods?$top=1000&$skip=0' operationId: MethodsGlobal_GetAll parameters: - name: manipulator in: header required: true - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodGlobalDto' xml: name: MethodGlobalDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodGlobalDto' xml: name: MethodGlobalDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodGlobalDto' xml: name: MethodGlobalDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodGlobalDto' xml: name: MethodGlobalDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodGlobalDto' xml: name: MethodGlobalDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodGlobalDto' xml: name: MethodGlobalDto wrapped: true type: array security: - Authorization: [] post: tags: - Portfolio/SecurityClassification summary: Creates a new Security classification method global description: 'Sample Request POST /Portfolio/SecurityClassification/Global/Methods' operationId: MethodsGlobal_CreateAsync parameters: - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodGlobalDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodGlobalDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodGlobalDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodGlobalDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodGlobalDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodGlobalDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodGlobalDto' description: The MethodGlobalDto object. required: true /v1/Portfolio/SecurityClassification/Global/Methods/{classificationMethodId}/MethodRules: get: tags: - Portfolio/SecurityClassification summary: Get a list of Security Classification Method Rules by Method ID description: 'Sample Request GET /Portfolio/SecurityClassification/Global/Method/1/MethodRules?$top=1000&$skip=0' operationId: MethodsGlobal_MethodRulesByMethodIdAsync parameters: - name: classificationMethodId in: path description: The classification method ID. required: true schema: type: integer format: int32 - name: manipulator in: header description: The projection manipulator for the query. required: true - name: cancellationToken in: header description: The cancellation token. required: true - name: securityClassIds in: query required: false style: form explode: true schema: type: array items: type: integer format: int32 responses: '200': description: Success. Returns the list of security classification method rules content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleGlobalDto' xml: name: MethodRuleGlobalDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleGlobalDto' xml: name: MethodRuleGlobalDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleGlobalDto' xml: name: MethodRuleGlobalDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleGlobalDto' xml: name: MethodRuleGlobalDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleGlobalDto' xml: name: MethodRuleGlobalDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleGlobalDto' xml: name: MethodRuleGlobalDto wrapped: true type: array '400': description: If the request is invalid. security: - Authorization: [] put: tags: - Portfolio/SecurityClassification summary: Bulk add/edit/deletes Security Classification Method Rules record by… description: 'Sample Request PUT /Portfolio/SecurityClassification/Global/Method/33/MethodRules' operationId: MethodsGlobal_VerboseUpdateMethodRuleAsync parameters: - name: classificationMethodId in: path description: The classification method ID. required: true schema: type: integer format: int32 - name: cancellationToken in: header description: The cancellation token. required: true responses: '200': description: Success. content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object '400': description: If the request is invalid. security: - Authorization: [] requestBody: content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleGlobalDto' xml: name: MethodRuleGlobalDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleGlobalDto' xml: name: MethodRuleGlobalDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleGlobalDto' xml: name: MethodRuleGlobalDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleGlobalDto' xml: name: MethodRuleGlobalDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleGlobalDto' xml: name: MethodRuleGlobalDto wrapped: true type: array application/x-www-form-urlencoded: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleGlobalDto' xml: name: MethodRuleGlobalDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleGlobalDto' xml: name: MethodRuleGlobalDto wrapped: true type: array description: Security Classification Method Rules. required: true post: tags: - Portfolio/SecurityClassification summary: Create a Security Classification Method Rules record by Classification Method ID description: 'Sample Request POST /Portfolio/SecurityClassification/Global/Method/33/MethodRules' operationId: MethodsGlobal_CreateMethodRuleAync parameters: - name: classificationMethodId in: path description: The classification method ID. required: true schema: type: integer format: int32 - name: cancellationToken in: header description: The cancellation token. required: true responses: '200': description: Success. Returns the created security classification method rule content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object '400': description: If the request is invalid. security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleGlobalDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleGlobalDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleGlobalDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleGlobalDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleGlobalDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleGlobalDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleGlobalDto' required: true /v1/Portfolio/SecurityClassification/Global/Methods/{classificationMethodId}/MethodRules/{runOrder}: get: tags: - Portfolio/SecurityClassification summary: Get a Security Classification Method Rules record by run order id description: 'Sample Request GET /Portfolio/SecurityClassification/Global/Method/33/MethodRules/1' operationId: MethodsGlobal_GetMethodRuleByKeyAsync parameters: - name: classificationMethodId in: path required: true schema: type: integer format: int32 - name: runOrder in: path required: true schema: type: integer format: int32 - name: cancellationToken in: header description: The cancellation token. required: true responses: '200': description: Success. Returns the list of security classification method rules content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleGlobalDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleGlobalDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleGlobalDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleGlobalDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleGlobalDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleGlobalDto' '400': description: If the request is invalid. security: - Authorization: [] put: tags: - Portfolio/SecurityClassification summary: Updates a Security Classification Method Rules record by Classification Method… description: 'Sample Request PUT /Portfolio/SecurityClassification/Global/Method/33/MethodRules/1' operationId: MethodsGlobal_UpdateMethodRuleAsync parameters: - name: classificationMethodId in: path description: The classification method ID. required: true schema: type: integer format: int32 - name: runOrder in: path description: The run order id. required: true schema: type: integer format: int32 - name: cancellationToken in: header description: The cancellation token. required: true responses: '200': description: Success. Returns the updated security classification method rule content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object '400': description: If the request is invalid. security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleGlobalDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleGlobalDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleGlobalDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleGlobalDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleGlobalDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleGlobalDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleGlobalDto' required: true delete: tags: - Portfolio/SecurityClassification summary: Deletes a Security Classification Method Rules record by Classification Method… description: 'Sample Request DELETE /Portfolio/SecurityClassification/Global/Method/33/MethodRules/3' operationId: MethodsGlobal_DeleteMethodRuleAsync parameters: - name: classificationMethodId in: path description: The classification method ID. required: true schema: type: integer format: int32 - name: runOrder in: path description: The run order id. required: true schema: type: integer format: int32 - name: cancellationToken in: header description: The cancellation token. required: true responses: '200': description: Success. content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object '400': description: If the request is invalid. security: - Authorization: [] /v1/Portfolio/SecurityClassification/Global/Methods/{classificationMethodId}/MethodRules/Preview/{impactedProducts}: post: tags: - Portfolio/SecurityClassification operationId: MethodsGlobal_PreviewMethodRulesAsync parameters: - name: classificationMethodId in: path required: true schema: type: integer format: int32 - name: cancellationToken in: header required: true - name: impactedProducts in: path required: true schema: type: boolean default: 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: [] requestBody: content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleGlobalDto' xml: name: MethodRuleGlobalDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleGlobalDto' xml: name: MethodRuleGlobalDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleGlobalDto' xml: name: MethodRuleGlobalDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleGlobalDto' xml: name: MethodRuleGlobalDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleGlobalDto' xml: name: MethodRuleGlobalDto wrapped: true type: array application/x-www-form-urlencoded: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleGlobalDto' xml: name: MethodRuleGlobalDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleGlobalDto' xml: name: MethodRuleGlobalDto wrapped: true type: array required: true summary: Methods global preview method rules async x-summary-source: derived /v1/Portfolio/SecurityClassification/Global/Methods/{key}: get: tags: - Portfolio/SecurityClassification summary: Gets Security classification method global for a single record by key description: 'Sample Request GET /Portfolio/SecurityClassification/Global/Methods/1' operationId: MethodsGlobal_GetByKeyAsync parameters: - name: key in: path required: true schema: type: integer format: int32 - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodGlobalDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodGlobalDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodGlobalDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodGlobalDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodGlobalDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodGlobalDto' security: - Authorization: [] put: tags: - Portfolio/SecurityClassification summary: Updates a new Security classification method global description: 'Sample Request PUT /Portfolio/SecurityClassification/Global/Methods/1' operationId: MethodsGlobal_UpdateAsync parameters: - name: key in: path description: The Method Global id. required: true schema: type: integer format: int32 - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodGlobalDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodGlobalDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodGlobalDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodGlobalDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodGlobalDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodGlobalDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodGlobalDto' description: The MethodGlobalDto object. required: true delete: tags: - Portfolio/SecurityClassification summary: Deletes a Security classification method global by ID description: 'Sample Request DELETE /Portfolio/SecurityClassification/Global/Methods/1' operationId: MethodsGlobal_DeleteAsync parameters: - name: key in: path description: The Method Global id. required: true schema: type: integer format: int32 - name: cancellationToken in: header required: true responses: '200': description: Success content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object '400': description: Failed security: - Authorization: [] /v1/Portfolio/SecurityClassification/Global/Methods/Actions/GlobalRecalculation/{key}: post: tags: - Portfolio/SecurityClassification summary: Methods global global recalculation operationId: MethodsGlobal_GlobalRecalculation parameters: - name: key in: path required: true schema: type: integer format: int32 - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: type: integer format: int32 application/json: schema: type: integer format: int32 text/json: schema: type: integer format: int32 application/xml: schema: type: integer format: int32 text/xml: schema: type: integer format: int32 multipart/form-data: schema: type: integer format: int32 security: - Authorization: [] x-summary-source: derived /v1/Portfolio/SecurityClassification/Global/Methods/ListForLocal: get: tags: - Portfolio/SecurityClassification summary: Gets a list of Security classification method global data for local use. description: 'Sample Request GET /Portfolio/SecurityClassification/Global/Methods/ListForLocal' operationId: MethodsGlobal_ListForLocalAsync parameters: - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodGlobalDto' xml: name: MethodGlobalDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodGlobalDto' xml: name: MethodGlobalDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodGlobalDto' xml: name: MethodGlobalDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodGlobalDto' xml: name: MethodGlobalDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodGlobalDto' xml: name: MethodGlobalDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodGlobalDto' xml: name: MethodGlobalDto wrapped: true type: array security: - Authorization: [] /v1/Portfolio/SecurityClassification/Global/Methods/Simple: get: tags: - Portfolio/SecurityClassification summary: Gets a list of Security classification method global simple data description: 'Sample Request GET /Portfolio/SecurityClassification/Global/Methods/Simple?searchText=morning&$top=1000&$skip=0' operationId: MethodsGlobal_GetSimpleAsync parameters: - name: manipulator in: header required: true - name: cancellationToken in: header required: true - name: searchText in: query required: false 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: [] /v1/Portfolio/SecurityClassification/Global/Methods/Verbose/{key}: get: tags: - Portfolio/SecurityClassification operationId: MethodsGlobal_GetVerboseByKeyAsync parameters: - name: key in: path required: true schema: type: integer format: int32 - name: cancellationToken in: header required: true - name: expand in: query required: false style: form explode: true schema: type: array items: type: string enum: - None - MethodGlobal - SecurityClassesGlobal - DerivationsGlobal - MethodRulesGlobal - All responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.ClassificationMethodGlobalVerboseDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.ClassificationMethodGlobalVerboseDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.ClassificationMethodGlobalVerboseDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.ClassificationMethodGlobalVerboseDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.ClassificationMethodGlobalVerboseDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.ClassificationMethodGlobalVerboseDto' security: - Authorization: [] summary: Methods global get verbose by key async x-summary-source: derived put: tags: - Portfolio/SecurityClassification summary: Updates a verbose Security classification method global description: 'Sample Request PUT /Portfolio/SecurityClassification/Global/Methods/Verbose' operationId: MethodsGlobal_UpdateVerboseAsync parameters: - name: key in: path description: Security classification method global ID required: true schema: type: integer format: int32 - name: cancellationToken in: header description: Cancellation Token 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.WebApi.DTO.Portfolio.SecurityClassification.ClassificationMethodGlobalVerboseDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.ClassificationMethodGlobalVerboseDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.ClassificationMethodGlobalVerboseDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.ClassificationMethodGlobalVerboseDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.ClassificationMethodGlobalVerboseDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.ClassificationMethodGlobalVerboseDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.ClassificationMethodGlobalVerboseDto' description: Security classification method global required: true /v1/Portfolio/SecurityClassification/Global/Products: get: tags: - Portfolio/SecurityClassification summary: Retrieves all Security Classification Product Globals based on the provided… description: 'Sample Requests Get All - GET /Portfolio/SecurityClassification/Global/Products By Security Class Ids - GET /Portfolio/SecurityClassification/Global/Products?securityClassIds=28&securityClassIds=27 By Classification Methods - GET /Portfolio/SecurityClassification/Global/Products?classificationMethodIds=8&classificationMethodIds=9 By Product Ids - GET /Portfolio/SecurityClassification/Global/Products?productIds=20120&productIds=9 Entity Session - GET /Portfolio/SecurityClassification/Global/Products?entitySessionId=-2146875255' operationId: SecurityClassificationsProductsGlobal_GetAllAsync parameters: - name: manipulator in: header required: true - name: cancellationToken in: header description: Token to cancel the operation. required: true - name: securityClassIds in: query description: Optional list of Security Class IDs to filter by. required: false style: form explode: true schema: type: array items: type: integer format: int32 - name: classificationMethodIds in: query description: Optional list of Classification Method IDs to filter by. required: false style: form explode: true schema: type: array items: type: integer format: int32 - name: productIds in: query description: Optional list of Product IDs to filter by. required: false style: form explode: true schema: type: array items: type: integer format: int32 - name: entitySessionId in: query description: Optional Entity Session ID to filter by. required: false schema: type: integer format: int32 - name: productFilter in: query description: Optional product filter (e.g. CurrentlyOwnedProducts, HasEverOwnedProducts). required: false schema: type: string enum: - None - LocalProducts - CurrentlyOwnedProducts - HasEverOwnedProducts - MissingRiskCategories - MissingAssetClasses - Top1000BySubType - name: view in: query required: false schema: type: string enum: - CurrentlyOwnedAssigned - CurrentlyOwnedInherited - CurrentlyOwnedAssignedToDefault - CurrentlyOwnedAll - EverOwnedAssigned - EverOwnedInherited - EverOwnedAssignedToDefault - EverOwnedAll - AllAssignedProducts - CustomList - Top1000BySubType responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductGlobalDto' xml: name: SecurityClassificationProductGlobalDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductGlobalDto' xml: name: SecurityClassificationProductGlobalDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductGlobalDto' xml: name: SecurityClassificationProductGlobalDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductGlobalDto' xml: name: SecurityClassificationProductGlobalDto wrapped: true type: array security: - Authorization: [] /v1/Portfolio/SecurityClassification/Global/Products/{classificationMethodId}: put: tags: - Portfolio/SecurityClassification summary: Updates or inserts Security Classification Product Globals description: 'Sample Request PUT /Portfolio/SecurityClassification/Global/Products/8/20120 [ { "securityClassId": 23, "securityClassificationMethodId": 8, "productId": 20120, "classificationWeight": 0.125, "isManual": true }, { "securityClassId": 25, "securityClassificationMethodId": 8, "productId": 20120, "classificationWeight": 0.875, "isManual": true } ]' operationId: SecurityClassificationsProductsGlobal_UpsertByMethodAsync parameters: - name: classificationMethodId in: path description: The ID of the Classification Method. required: true schema: type: integer format: int32 - name: cancellationToken in: header description: Token to cancel the operation. required: true - name: persistedPayload in: query required: false schema: type: boolean default: 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.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductGlobalDto' xml: name: SecurityClassificationProductGlobalDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductGlobalDto' xml: name: SecurityClassificationProductGlobalDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductGlobalDto' xml: name: SecurityClassificationProductGlobalDto wrapped: true type: array application/x-www-form-urlencoded: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductGlobalDto' xml: name: SecurityClassificationProductGlobalDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductGlobalDto' xml: name: SecurityClassificationProductGlobalDto wrapped: true type: array description: The list of DTOs to upsert. required: true delete: tags: - Portfolio/SecurityClassification summary: Deletes all weightings for a specific Classification Method description: 'Sample Request DELETE /Portfolio/SecurityClassification/Global/Products/8' operationId: SecurityClassificationsProductsGlobal_DeleteAllAsync parameters: - name: classificationMethodId in: path description: The ID of the Classification Method. required: true schema: type: integer format: int32 - name: cancellationToken in: header description: Token to cancel the operation. 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/Portfolio/SecurityClassification/Global/Products/{classificationMethodId}/{productId}: get: tags: - Portfolio/SecurityClassification summary: Retrieves the weightings for a specific Classification Method and Product description: 'Sample Request GET /Portfolio/SecurityClassification/Global/Products/8/20120' operationId: SecurityClassificationsProductsGlobal_GetWeightingsAsync parameters: - name: classificationMethodId in: path description: The ID of the Classification Method. required: true schema: type: integer format: int32 - name: productId in: path description: The ID of the Product. required: true schema: type: integer format: int32 - name: cancellationToken in: header description: Token to cancel the operation. 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: [] put: tags: - Portfolio/SecurityClassification summary: Updates or inserts Security Classification Product Globals description: 'Sample Request PUT /Portfolio/SecurityClassification/Global/Products/8/20120 [ { "securityClassId": 23, "securityClassificationMethodId": 8, "productId": 20120, "classificationWeight": 0.125, "isManual": true }, { "securityClassId": 25, "securityClassificationMethodId": 8, "productId": 20120, "classificationWeight": 0.875, "isManual": true } ]' operationId: SecurityClassificationsProductsGlobal_UpsertByMethodProductAsync parameters: - name: classificationMethodId in: path description: The ID of the Classification Method. required: true schema: type: integer format: int32 - name: productId in: path description: The ID of the Product. required: true schema: type: integer format: int32 - name: cancellationToken in: header description: Token to cancel the operation. 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.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductGlobalDto' xml: name: SecurityClassificationProductGlobalDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductGlobalDto' xml: name: SecurityClassificationProductGlobalDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductGlobalDto' xml: name: SecurityClassificationProductGlobalDto wrapped: true type: array application/x-www-form-urlencoded: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductGlobalDto' xml: name: SecurityClassificationProductGlobalDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductGlobalDto' xml: name: SecurityClassificationProductGlobalDto wrapped: true type: array description: The list of DTOs to upsert. required: true delete: tags: - Portfolio/SecurityClassification summary: Deletes all weightings for a specific Classification Method and Product description: 'Sample Request DELETE /Portfolio/SecurityClassification/Global/Products/8/20120' operationId: SecurityClassificationsProductsGlobal_DeleteOneAsync parameters: - name: classificationMethodId in: path description: The ID of the Classification Method. required: true schema: type: integer format: int32 - name: productId in: path description: The ID of the Product. required: true schema: type: integer format: int32 - name: cancellationToken in: header description: Token to cancel the operation. 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/Portfolio/SecurityClassification/Global/Products/{classificationMethodId}/AssignedCount: get: tags: - Portfolio/SecurityClassification summary: Gets the count of assigned products for a classification method operationId: SecurityClassificationsProductsGlobal_GetAssignedCountAsync parameters: - name: classificationMethodId in: path required: true schema: type: integer format: int32 - name: token in: header required: true responses: '200': description: OK content: text/plain: schema: type: integer format: int32 application/json: schema: type: integer format: int32 text/json: schema: type: integer format: int32 application/xml: schema: type: integer format: int32 text/xml: schema: type: integer format: int32 multipart/form-data: schema: type: integer format: int32 security: - Authorization: [] /v1/Portfolio/SecurityClassification/Global/Products/Import/Filter/{classificationMethodId}: post: tags: - Portfolio/SecurityClassification summary: Allows uploading a list of products to be custom filtered by product ID or… operationId: SecurityClassificationsProductsGlobal_CustomFilterProductsAsync parameters: - name: classificationMethodId in: path required: true schema: type: integer format: int32 - name: token in: header description: Cancellation Token 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.WebApi.DTO.ValidateImport.ImportFileFilterDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.ValidateImport.ImportFileFilterDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.ValidateImport.ImportFileFilterDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.ValidateImport.ImportFileFilterDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.ValidateImport.ImportFileFilterDto' description: File containing either Product ID or Download Symbol column required: true /v1/Portfolio/SecurityClassification/Global/Products/Import/Upload/{classificationMethodId}: post: tags: - Portfolio/SecurityClassification summary: Allows uploading a list of products to be assigned to a classification method operationId: SecurityClassificationsProductsGlobal_UploadProductsAsync parameters: - name: classificationMethodId in: path required: true schema: type: integer format: int32 - name: token in: header description: Cancellation Token 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.WebApi.DTO.ValidateImport.ImportFileFilterDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.ValidateImport.ImportFileFilterDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.ValidateImport.ImportFileFilterDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.ValidateImport.ImportFileFilterDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.ValidateImport.ImportFileFilterDto' description: File containing either Product ID or Download Symbol column required: true /v1/Portfolio/SecurityClassification/Global/Products/View/{view}/Session: get: tags: - Portfolio/SecurityClassification summary: Gets an entity session ID for views that require server-side product list… operationId: SecurityClassificationsProductsGlobal_GetViewSessionAsync parameters: - name: view in: path description: The view type (e.g. Top1000BySubType) required: true schema: type: string enum: - CurrentlyOwnedAssigned - CurrentlyOwnedInherited - CurrentlyOwnedAssignedToDefault - CurrentlyOwnedAll - EverOwnedAssigned - EverOwnedInherited - EverOwnedAssignedToDefault - EverOwnedAll - AllAssignedProducts - CustomList - Top1000BySubType - name: token in: header description: Cancellation token required: true responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] /v1/Portfolio/SecurityClassification/Global/SecurityClasses: get: tags: - Portfolio/SecurityClassification summary: Gets a list of Security classification Security Class Data. description: 'Sample Request GET /Portfolio/SecurityClassification/Global/SecurityClasses?$top=1000&$skip=0' operationId: SecurityClassesGlobal_GetListAsync parameters: - name: manipulator in: header description: The projection manipulator for the query. required: true - name: cancellationToken in: header description: The cancellation token. required: true - name: ids in: query description: Optional. A list of security class IDs to filter the results. required: false style: form explode: true schema: type: array items: type: integer format: int32 - name: securityClassificationMethodIds in: query description: Optional. A list of security classification method IDs to filter the results. required: false style: form explode: true schema: type: array items: type: integer format: int32 responses: '200': description: Success. Returns the list of security classification security class data. content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassGlobalDto' xml: name: SecurityClassGlobalDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassGlobalDto' xml: name: SecurityClassGlobalDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassGlobalDto' xml: name: SecurityClassGlobalDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassGlobalDto' xml: name: SecurityClassGlobalDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassGlobalDto' xml: name: SecurityClassGlobalDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassGlobalDto' xml: name: SecurityClassGlobalDto wrapped: true type: array '400': description: If the request is invalid. security: - Authorization: [] /v1/Portfolio/SecurityClassification/Global/SecurityClasses/{key}: get: tags: - Portfolio/SecurityClassification summary: Gets a Security classification Security Class by ID description: 'The Security Class Global ID Sample Request GET /Portfolio/SecurityClassification/Global/SecurityClasses/1' operationId: SecurityClassesGlobal_GetByKeyAsync parameters: - name: key in: path required: true schema: type: integer format: int32 - name: cancellationToken in: header required: true responses: '200': description: Success. Returns the security classification security class data for the specified ID. content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassGlobalDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassGlobalDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassGlobalDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassGlobalDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassGlobalDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassGlobalDto' '400': description: If the request is invalid. '404': description: If the security class with the specified ID is not found. security: - Authorization: [] delete: tags: - Portfolio/SecurityClassification summary: Deletes a GLobal Security Class by ID description: 'Sample Request DELETE /Portfolio/SecurityClassification/Global/SecurityClasses/1' operationId: SecurityClassesGlobal_DeleteAsync parameters: - name: key in: path description: The Global Security Class ID. required: true schema: type: integer format: int32 - name: cancellationToken in: header required: true responses: '200': description: Success content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object '400': description: Failed security: - Authorization: [] /v1/Portfolio/SecurityClassification/Global/SecurityClasses/{key}/AssociatedRecordCounts: get: tags: - Portfolio/SecurityClassification summary: Get's a summary of associated record counts for a GLobal Security Class by ID description: 'The Security Class Global ID Sample Request GET /Portfolio/SecurityClassification/Global/SecurityClasses/1/AssociatedRecordCounts' operationId: SecurityClassesGlobal_GetAssociationCountsAsync parameters: - name: key in: path required: true schema: type: integer format: int32 - name: cancellationToken in: header required: true responses: '200': description: Success content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassAssociationCountsDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassAssociationCountsDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassAssociationCountsDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassAssociationCountsDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassAssociationCountsDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassAssociationCountsDto' '400': description: Failed security: - Authorization: [] /v1/Portfolio/SecurityClassification/Global/SecurityClasses/DeleteMany: put: tags: - Portfolio/SecurityClassification operationId: SecurityClassesGlobal_DeleteManyAsync parameters: - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] requestBody: content: text/plain: schema: items: type: integer format: int32 type: array application/json: schema: items: type: integer format: int32 type: array text/json: schema: items: type: integer format: int32 type: array application/xml: schema: items: type: integer format: int32 type: array text/xml: schema: items: type: integer format: int32 type: array application/x-www-form-urlencoded: schema: items: type: integer format: int32 type: array multipart/form-data: schema: items: type: integer format: int32 type: array required: true summary: Security classes global delete many async x-summary-source: derived /v1/Portfolio/SecurityClassification/Global/SecurityClasses/Simple: get: tags: - Portfolio/SecurityClassification summary: Gets a list of Security classification Security Class simple entityu data description: 'Sample Request GET /Portfolio/SecurityClassification/Global/SecurityClasses/Simple?searchText=morning&$top=1000&$skip=0' operationId: SecurityClassesGlobal_GetSimpleAsync parameters: - name: manipulator in: header description: The projection manipulator for the query. required: true - name: cancellationToken in: header description: The cancellation token. required: true - name: searchText in: query required: false schema: type: string responses: '200': description: Success. Returns the list of security classification security class simple entity data. 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 '400': description: If the request is invalid. security: - Authorization: [] /v1/Portfolio/SecurityClassification/Global/SecurityClasses/Upsert: post: tags: - Portfolio/SecurityClassification summary: Upsert Create/Edits a list of Global Security Class records description: 'Sample Request POST /Portfolio/SecurityClassification/Global/SecurityClasses/Upsert' operationId: SecurityClassesGlobal_UpsertAsync parameters: - name: cancellationToken in: header required: true responses: '200': description: Success. Returns the list of security class data for the given request. content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object '400': description: If the request is invalid. '404': description: If the security class with the specified ID is not found. security: - Authorization: [] requestBody: content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassGlobalDto' xml: name: SecurityClassGlobalDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassGlobalDto' xml: name: SecurityClassGlobalDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassGlobalDto' xml: name: SecurityClassGlobalDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassGlobalDto' xml: name: SecurityClassGlobalDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassGlobalDto' xml: name: SecurityClassGlobalDto wrapped: true type: array application/x-www-form-urlencoded: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassGlobalDto' xml: name: SecurityClassGlobalDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassGlobalDto' xml: name: SecurityClassGlobalDto wrapped: true type: array description: The SecurityClassGlobalDto object. required: true /v1/Portfolio/SecurityClassification/Local/Assignments: post: tags: - Portfolio/SecurityClassification summary: Retrieves security class assignment records description: 'Sample Request POST Portfolio/SecurityClassificatio/Local/Assignments [{ "RequestId": 1, "SecurityClassificationMethodId": 231, "ReportGroupingEntityEnum": null, "ProductIds": [1,20120,12615], "EntityEnumOverride": null, "EntityEnumOverrideIds": null }]' operationId: SecurityClassificationAssignmentLocal_GetListAsync parameters: - name: cancellationToken in: header description: Cancellation Token required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationAssignmentResponseDto' xml: name: SecurityClassificationAssignmentResponseDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationAssignmentResponseDto' xml: name: SecurityClassificationAssignmentResponseDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationAssignmentResponseDto' xml: name: SecurityClassificationAssignmentResponseDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationAssignmentResponseDto' xml: name: SecurityClassificationAssignmentResponseDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationAssignmentResponseDto' xml: name: SecurityClassificationAssignmentResponseDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationAssignmentResponseDto' xml: name: SecurityClassificationAssignmentResponseDto wrapped: true type: array security: - Authorization: [] requestBody: content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationAssignmentRequestDto' xml: name: SecurityClassificationAssignmentRequestDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationAssignmentRequestDto' xml: name: SecurityClassificationAssignmentRequestDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationAssignmentRequestDto' xml: name: SecurityClassificationAssignmentRequestDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationAssignmentRequestDto' xml: name: SecurityClassificationAssignmentRequestDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationAssignmentRequestDto' xml: name: SecurityClassificationAssignmentRequestDto wrapped: true type: array application/x-www-form-urlencoded: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationAssignmentRequestDto' xml: name: SecurityClassificationAssignmentRequestDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationAssignmentRequestDto' xml: name: SecurityClassificationAssignmentRequestDto wrapped: true type: array description: SecurityClassificationAssignmentRequestDto[] required: true /v1/Portfolio/SecurityClassification/Local/Derivations: get: tags: - Portfolio/SecurityClassification summary: Gets a list of Local Security Class Derivations. description: 'Sample Request GET /Portfolio/SecurityClassification/Local/Derivations?$top=1000&$skip=0&baseSecurityClassIds=1&baseSecurityClassIds=2&classificationMethodIds=4' operationId: DerivationsLocal_GetAllAsync parameters: - name: manipulator in: header description: Projection Manipulator required: true - name: cancellationToken in: header description: Cancellation Token required: true - name: baseSecurityClassIds in: query description: 'Optional: List of Security Class Base Ids' required: false style: form explode: true schema: type: array items: type: integer format: int32 - name: classificationMethodIds in: query description: 'Optional: List of Classification Method Ids' required: false style: form explode: true schema: type: array items: type: integer format: int32 - name: derivedSecurityClassIds in: query description: 'Optional: List of Derived Security Class Ids' required: false style: form explode: true schema: type: array items: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.DerivationLocalDto' xml: name: DerivationLocalDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.DerivationLocalDto' xml: name: DerivationLocalDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.DerivationLocalDto' xml: name: DerivationLocalDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.DerivationLocalDto' xml: name: DerivationLocalDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.DerivationLocalDto' xml: name: DerivationLocalDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.DerivationLocalDto' xml: name: DerivationLocalDto wrapped: true type: array security: - Authorization: [] post: tags: - Portfolio/SecurityClassification summary: Creates a Local Security Class Derivation description: 'Sample Request POST /Portfolio/SecurityClassification/Local/Derivations' operationId: DerivationsLocal_CreateAsync parameters: - name: cancellationToken in: header description: Cancellation Token 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.WebApi.DTO.Portfolio.SecurityClassification.DerivationLocalDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.DerivationLocalDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.DerivationLocalDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.DerivationLocalDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.DerivationLocalDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.DerivationLocalDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.DerivationLocalDto' description: DerivationLocalDto required: true ? /v1/Portfolio/SecurityClassification/Local/Derivations/{securityClassificationMethodId}/{baseSecurityClassId}/{derivedSecurityClassId} : get: tags: - Portfolio/SecurityClassification summary: Gets a single Local Security Class Derivation description: 'Sample Request GET /Portfolio/SecurityClassification/Local/Derivations/1/2/3' operationId: DerivationsLocal_GetByKeyAsync parameters: - name: securityClassificationMethodId in: path description: SecurityClassificationMethodId required: true schema: type: integer format: int32 - name: baseSecurityClassId in: path description: BaseSecurityClassId required: true schema: type: integer format: int32 - name: derivedSecurityClassId in: path description: DerivedSecurityClassId required: true schema: type: integer format: int32 - name: cancellationToken in: header description: Cancellation Token required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.DerivationLocalDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.DerivationLocalDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.DerivationLocalDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.DerivationLocalDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.DerivationLocalDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.DerivationLocalDto' security: - Authorization: [] delete: tags: - Portfolio/SecurityClassification summary: Delete a Local Security Class Derivation description: 'Sample Request DELETE /Portfolio/SecurityClassification/Local/Derivations/1/2/3' operationId: DerivationsLocal_DeleteAsync parameters: - name: securityClassificationMethodId in: path description: SecurityClassificationMethodId required: true schema: type: integer format: int32 - name: baseSecurityClassId in: path description: BaseSecurityClassId required: true schema: type: integer format: int32 - name: derivedSecurityClassId in: path description: DerivedSecurityClassId required: true schema: type: integer format: int32 - name: cancellationToken in: header description: Cancellation Token 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/Portfolio/SecurityClassification/Local/MethodRuleDataset: get: tags: - Portfolio/SecurityClassification summary: Returns the method rule data sets for security classification rule configuration operationId: MethodRuleDatasetLocal_GetAllAsync parameters: - name: cancellationToken in: header description: Cancellation token required: true - name: classificationMethodId in: query description: Optional classification method ID to filter out circular dependencies required: false schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleDataSetDto' xml: name: MethodRuleDataSetDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleDataSetDto' xml: name: MethodRuleDataSetDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleDataSetDto' xml: name: MethodRuleDataSetDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleDataSetDto' xml: name: MethodRuleDataSetDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleDataSetDto' xml: name: MethodRuleDataSetDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleDataSetDto' xml: name: MethodRuleDataSetDto wrapped: true type: array security: - Authorization: [] /v1/Portfolio/SecurityClassification/Local/Methods: get: tags: - Portfolio/SecurityClassification summary: Gets a list of Security classification method local data. description: 'Sample Request GET /Portfolio/SecurityClassification/Local/Methods?$top=1000&$skip=0' operationId: MethodsLocal_GetAllAsync parameters: - name: manipulator in: header required: true - name: cancellationToken in: header required: true - name: securityClassificationMethodIds in: query required: false style: form explode: true schema: type: array items: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodLocalDto' xml: name: MethodLocalDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodLocalDto' xml: name: MethodLocalDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodLocalDto' xml: name: MethodLocalDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodLocalDto' xml: name: MethodLocalDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodLocalDto' xml: name: MethodLocalDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodLocalDto' xml: name: MethodLocalDto wrapped: true type: array security: - Authorization: [] post: tags: - Portfolio/SecurityClassification summary: Creates a new Security classification method Local description: 'Sample Request POST /Portfolio/SecurityClassification/Local/Methods' operationId: MethodsLocal_CreateAsync parameters: - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodLocalDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodLocalDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodLocalDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodLocalDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodLocalDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodLocalDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodLocalDto' description: The MethodLocalDto object. required: true /v1/Portfolio/SecurityClassification/Local/Methods/{classificationMethodId}/MethodRules: get: tags: - Portfolio/SecurityClassification summary: Get a list of Security Classification Method Rules by Method ID description: 'Sample Request GET /Portfolio/SecurityClassification/Local/Method/1/MethodRules?$top=1000&$skip=0' operationId: MethodsLocal_MethodRulesByMethodIdAsync parameters: - name: classificationMethodId in: path description: The classification method ID. required: true schema: type: integer format: int32 - name: manipulator in: header description: The projection manipulator for the query. required: true - name: cancellationToken in: header description: The cancellation token. required: true - name: securityClassIds in: query required: false style: form explode: true schema: type: array items: type: integer format: int32 responses: '200': description: Success. Returns the list of security classification method rules content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleLocalDto' xml: name: MethodRuleLocalDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleLocalDto' xml: name: MethodRuleLocalDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleLocalDto' xml: name: MethodRuleLocalDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleLocalDto' xml: name: MethodRuleLocalDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleLocalDto' xml: name: MethodRuleLocalDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleLocalDto' xml: name: MethodRuleLocalDto wrapped: true type: array '400': description: If the request is invalid. security: - Authorization: [] put: tags: - Portfolio/SecurityClassification summary: Bulk add/edit/deletes Security Classification Method Rules record by… description: 'Sample Request PUT /Portfolio/SecurityClassification/Local/Method/33/MethodRules' operationId: MethodsLocal_VerboseUpdateMethodRuleAsync parameters: - name: classificationMethodId in: path description: The classification method ID. required: true schema: type: integer format: int32 - name: cancellationToken in: header description: The cancellation token. required: true responses: '200': description: Success. content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object '400': description: If the request is invalid. security: - Authorization: [] requestBody: content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleLocalDto' xml: name: MethodRuleLocalDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleLocalDto' xml: name: MethodRuleLocalDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleLocalDto' xml: name: MethodRuleLocalDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleLocalDto' xml: name: MethodRuleLocalDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleLocalDto' xml: name: MethodRuleLocalDto wrapped: true type: array application/x-www-form-urlencoded: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleLocalDto' xml: name: MethodRuleLocalDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleLocalDto' xml: name: MethodRuleLocalDto wrapped: true type: array description: Security Classification Method Rules. required: true post: tags: - Portfolio/SecurityClassification summary: Create a Security Classification Method Rules record by Classification Method ID description: 'Sample Request POST /Portfolio/SecurityClassification/Local/Method/33/MethodRules' operationId: MethodsLocal_CreateMethodRuleAync parameters: - name: classificationMethodId in: path description: The classification method ID. required: true schema: type: integer format: int32 - name: cancellationToken in: header description: The cancellation token. required: true responses: '200': description: Success. Returns the created security classification method rule content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object '400': description: If the request is invalid. security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleLocalDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleLocalDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleLocalDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleLocalDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleLocalDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleLocalDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleLocalDto' required: true /v1/Portfolio/SecurityClassification/Local/Methods/{classificationMethodId}/MethodRules/{runOrder}: get: tags: - Portfolio/SecurityClassification summary: Get a Security Classification Method Rules record by run order id description: 'Sample Request GET /Portfolio/SecurityClassification/Local/Method/33/MethodRules/1' operationId: MethodsLocal_GetMethodRuleByKeyAsync parameters: - name: classificationMethodId in: path required: true schema: type: integer format: int32 - name: runOrder in: path required: true schema: type: integer format: int32 - name: cancellationToken in: header description: The cancellation token. required: true responses: '200': description: Success. Returns the list of security classification method rules content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleLocalDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleLocalDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleLocalDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleLocalDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleLocalDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleLocalDto' '400': description: If the request is invalid. security: - Authorization: [] put: tags: - Portfolio/SecurityClassification summary: Updates a Security Classification Method Rules record by Classification Method… description: 'Sample Request PUT /Portfolio/SecurityClassification/Local/Method/33/MethodRules/1' operationId: MethodsLocal_UpdateMethodRuleAsync parameters: - name: classificationMethodId in: path description: The classification method ID. required: true schema: type: integer format: int32 - name: runOrder in: path description: The run order id. required: true schema: type: integer format: int32 - name: cancellationToken in: header description: The cancellation token. required: true responses: '200': description: Success. Returns the updated security classification method rule content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object '400': description: If the request is invalid. security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleLocalDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleLocalDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleLocalDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleLocalDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleLocalDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleLocalDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleLocalDto' required: true delete: tags: - Portfolio/SecurityClassification summary: Deletes a Security Classification Method Rules record by Classification Method… description: 'Sample Request DELETE /Portfolio/SecurityClassification/Local/Method/33/MethodRules/3' operationId: MethodsLocal_DeleteMethodRuleAsync parameters: - name: classificationMethodId in: path description: The classification method ID. required: true schema: type: integer format: int32 - name: runOrder in: path description: The run order id. required: true schema: type: integer format: int32 - name: cancellationToken in: header description: The cancellation token. required: true responses: '200': description: Success. content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object '400': description: If the request is invalid. security: - Authorization: [] /v1/Portfolio/SecurityClassification/Local/Methods/{classificationMethodId}/MethodRules/Preview/{impactedProducts}: post: tags: - Portfolio/SecurityClassification operationId: MethodsLocal_PreviewMethodRulesAsync parameters: - name: classificationMethodId in: path required: true schema: type: integer format: int32 - name: cancellationToken in: header required: true - name: impactedProducts in: path required: true schema: type: boolean default: 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: [] requestBody: content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleLocalDto' xml: name: MethodRuleLocalDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleLocalDto' xml: name: MethodRuleLocalDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleLocalDto' xml: name: MethodRuleLocalDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleLocalDto' xml: name: MethodRuleLocalDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleLocalDto' xml: name: MethodRuleLocalDto wrapped: true type: array application/x-www-form-urlencoded: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleLocalDto' xml: name: MethodRuleLocalDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleLocalDto' xml: name: MethodRuleLocalDto wrapped: true type: array required: true summary: Methods local preview method rules async x-summary-source: derived /v1/Portfolio/SecurityClassification/Local/Methods/{key}: get: tags: - Portfolio/SecurityClassification summary: Gets Security classification method Local for a single record by key description: 'Sample Request GET /Portfolio/SecurityClassification/Local/Methods/1' operationId: MethodsLocal_GetByKeyAsync parameters: - name: key in: path required: true schema: type: integer format: int32 - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodLocalDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodLocalDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodLocalDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodLocalDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodLocalDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodLocalDto' security: - Authorization: [] put: tags: - Portfolio/SecurityClassification summary: Updates a new Security classification method Local description: 'Sample Request PUT /Portfolio/SecurityClassification/Local/Methods/1234' operationId: MethodsLocal_UpdateAsync parameters: - name: key in: path description: The Method ID. required: true schema: type: integer format: int32 - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodLocalDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodLocalDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodLocalDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodLocalDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodLocalDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodLocalDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodLocalDto' description: The MethodLocalDto object. required: true delete: tags: - Portfolio/SecurityClassification summary: Deletes a new Security classification method Local description: 'Sample Request DELETE /Portfolio/SecurityClassification/Local/Methods/1234' operationId: MethodsLocal_DeleteByKeyAsync parameters: - name: key in: path description: The Method ID. required: true schema: type: integer format: int32 - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] /v1/Portfolio/SecurityClassification/Local/Methods/{key}/AssociatedRecordCounts: get: tags: - Portfolio/SecurityClassification summary: Get's a summary of associated record counts for a Local Security Classification… description: 'The Security Class Method ID Sample Request GET /Portfolio/SecurityClassification/Local/Methods/1/AssociatedRecordCounts' operationId: MethodsLocal_GetAssociationCountsAsync parameters: - name: key in: path required: true schema: type: integer format: int32 - name: cancellationToken in: header required: true responses: '200': description: Success content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodLocalAssociationCountsDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodLocalAssociationCountsDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodLocalAssociationCountsDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodLocalAssociationCountsDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodLocalAssociationCountsDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodLocalAssociationCountsDto' '400': description: Failed security: - Authorization: [] /v1/Portfolio/SecurityClassification/Local/Methods/Actions/Recalculation/{key}: post: tags: - Portfolio/SecurityClassification summary: Recalculates classification methods on demand operationId: MethodsLocal_LocalRecalculation parameters: - name: key in: path description: Classification Method Id required: true schema: type: integer format: int32 - name: cancellationToken in: header description: Cancellation Token required: true responses: '200': description: OK content: text/plain: schema: type: integer format: int32 application/json: schema: type: integer format: int32 text/json: schema: type: integer format: int32 application/xml: schema: type: integer format: int32 text/xml: schema: type: integer format: int32 multipart/form-data: schema: type: integer format: int32 security: - Authorization: [] /v1/Portfolio/SecurityClassification/Local/Methods/MigrateSecurityClassification: post: tags: - Portfolio/SecurityClassification summary: Triggers security classification migration jobs for the specified codes operationId: MethodsLocal_MigrateSecurityClassificationAsync parameters: - name: ct in: header description: Cancellation token 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.WebApi.DTO.Portfolio.SecurityClassification.MigrateSecurityClassificationRequestDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MigrateSecurityClassificationRequestDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MigrateSecurityClassificationRequestDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MigrateSecurityClassificationRequestDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MigrateSecurityClassificationRequestDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MigrateSecurityClassificationRequestDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MigrateSecurityClassificationRequestDto' description: Migration codes to execute required: true /v1/Portfolio/SecurityClassification/Local/Methods/MigrateSecurityClassificationValidation: get: tags: - Portfolio/SecurityClassification operationId: MethodsLocal_MigrateSecurityClassificationValidationAsync 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: Methods local migrate security classification validation async x-summary-source: derived /v1/Portfolio/SecurityClassification/Local/Methods/MigrationStatus: get: tags: - Portfolio/SecurityClassification summary: Returns the list of available security classification migrations and their… operationId: MethodsLocal_GetMigrationStatusAsync 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/Portfolio/SecurityClassification/Local/Methods/MigrationStatus/{code}/Reset: post: tags: - Portfolio/SecurityClassification summary: Resets a migration status back to NotStarted operationId: MethodsLocal_ResetMigrationStatusAsync parameters: - name: code in: path 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/Portfolio/SecurityClassification/Local/Methods/ReportGrouping: get: tags: - Portfolio/SecurityClassification operationId: MethodsLocal_GetReportGroupingAsync parameters: - name: manipulator in: header required: true - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Methods local get report grouping async x-summary-source: derived /v1/Portfolio/SecurityClassification/Local/Methods/Simple: get: tags: - Portfolio/SecurityClassification summary: Gets a list of Security classification method local simple data description: 'Sample Request GET /Portfolio/SecurityClassification/Local/Methods/Simple?searchText=morning&$top=1000&$skip=0' operationId: MethodsLocal_GetSimpleAsync parameters: - name: manipulator in: header required: true - name: cancellationToken in: header required: true - name: searchText in: query required: false schema: type: string - name: billingEnabled in: query required: false schema: type: boolean 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: [] /v1/Portfolio/SecurityClassification/Local/Methods/Verbose/{key}: get: tags: - Portfolio/SecurityClassification operationId: MethodsLocal_GetVerboseByKeyAsync parameters: - name: key in: path required: true schema: type: integer format: int32 - name: cancellationToken in: header required: true - name: expand in: query required: false style: form explode: true schema: type: array items: type: string enum: - None - MethodLocal - SecurityClassesLocal - DerivationsLocal - MethodRulesLocal - All responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.ClassificationMethodLocalVerboseDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.ClassificationMethodLocalVerboseDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.ClassificationMethodLocalVerboseDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.ClassificationMethodLocalVerboseDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.ClassificationMethodLocalVerboseDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.ClassificationMethodLocalVerboseDto' security: - Authorization: [] summary: Methods local get verbose by key async x-summary-source: derived put: tags: - Portfolio/SecurityClassification summary: Updates a verbose Security classification method local description: 'Sample Request PUT /Portfolio/SecurityClassification/Local/Methods/Verbose' operationId: MethodsLocal_UpdateVerboseAsync parameters: - name: key in: path description: Security classification method local ID required: true schema: type: integer format: int32 - name: cancellationToken in: header description: Cancellation Token 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.WebApi.DTO.Portfolio.SecurityClassification.ClassificationMethodLocalVerboseDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.ClassificationMethodLocalVerboseDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.ClassificationMethodLocalVerboseDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.ClassificationMethodLocalVerboseDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.ClassificationMethodLocalVerboseDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.ClassificationMethodLocalVerboseDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.ClassificationMethodLocalVerboseDto' description: Security classification method local required: true /v1/Portfolio/SecurityClassification/Local/ProductOverrides: get: tags: - Portfolio/SecurityClassification summary: Retrieves all Security Classification Product Override Locals based on the… description: 'Sample Requests Get All - GET /Portfolio/SecurityClassification/Local/ProductOverrides By Security Class Ids - GET /Portfolio/SecurityClassification/Local/ProductOverrides?securityClassIds=28&securityClassIds=27 By Classification Methods - GET /Portfolio/SecurityClassification/Local/ProductOverrides?classificationMethodIds=8&classificationMethodIds=9 By Product Ids - GET /Portfolio/SecurityClassification/Local/ProductOverrides?productIds=20120&productIds=9 By Entity - GET /Portfolio/SecurityClassification/Local/ProductOverrides?entityEnum=5&entityId=123 Entity Session - GET /Portfolio/SecurityClassification/Local/ProductOverrides?entitySessionId=-2146875255' operationId: SecurityClassificationsProductsOverrideLocal_GetAllAsync parameters: - name: manipulator in: header required: true - name: cancellationToken in: header description: Token to cancel the operation. required: true - name: securityClassIds in: query description: Optional list of Security Class IDs to filter by. required: false style: form explode: true schema: type: array items: type: integer format: int32 - name: classificationMethodIds in: query description: Optional list of Classification Method IDs to filter by. required: false style: form explode: true schema: type: array items: type: integer format: int32 - name: productIds in: query description: Optional list of Product IDs to filter by. required: false style: form explode: true schema: type: array items: type: integer format: int32 - name: entityEnum in: query description: Optional Entity Enum to filter by. required: false schema: 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 - name: entityId in: query description: Optional Entity ID to filter by. required: false schema: type: integer format: int32 - name: entitySessionId in: query description: Optional Entity Session ID to filter by. required: false schema: type: integer format: int32 - name: productFilter in: query description: Optional Product Filter to apply. required: false schema: type: string enum: - None - LocalProducts - CurrentlyOwnedProducts - HasEverOwnedProducts - MissingRiskCategories - MissingAssetClasses - Top1000BySubType responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductOverrideLocalDto' xml: name: SecurityClassificationProductOverrideLocalDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductOverrideLocalDto' xml: name: SecurityClassificationProductOverrideLocalDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductOverrideLocalDto' xml: name: SecurityClassificationProductOverrideLocalDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductOverrideLocalDto' xml: name: SecurityClassificationProductOverrideLocalDto wrapped: true type: array security: - Authorization: [] /v1/Portfolio/SecurityClassification/Local/ProductOverrides/{classificationMethodId}: put: tags: - Portfolio/SecurityClassification summary: Updates or inserts Security Classification Product Override Locals for a… description: 'Sample Request PUT /Portfolio/SecurityClassification/Local/ProductOverrides/8 [ { "securityClassId": 23, "securityClassificationMethodId": 8, "entityEnum": 5, "entityId": 123, "productId": 20120, "classificationWeight": 0.125 }, { "securityClassId": 25, "securityClassificationMethodId": 8, "entityEnum": 5, "entityId": 123, "productId": 20120, "classificationWeight": 0.875 } ]' operationId: SecurityClassificationsProductsOverrideLocal_UpsertByMethodAsync parameters: - name: classificationMethodId in: path description: The ID of the Classification Method. required: true schema: type: integer format: int32 - name: cancellationToken in: header description: Token to cancel the operation. required: true - name: persistedPayload in: query description: Whether to return the persisted payload. required: false schema: type: boolean default: 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.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductOverrideLocalDto' xml: name: SecurityClassificationProductOverrideLocalDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductOverrideLocalDto' xml: name: SecurityClassificationProductOverrideLocalDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductOverrideLocalDto' xml: name: SecurityClassificationProductOverrideLocalDto wrapped: true type: array application/x-www-form-urlencoded: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductOverrideLocalDto' xml: name: SecurityClassificationProductOverrideLocalDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductOverrideLocalDto' xml: name: SecurityClassificationProductOverrideLocalDto wrapped: true type: array description: The list of DTOs to upsert. required: true /v1/Portfolio/SecurityClassification/Local/ProductOverrides/{classificationMethodId}/{entityEnum}/{entityId}: put: tags: - Portfolio/SecurityClassification summary: Updates or inserts Security Classification Product Override Locals for a… description: 'Sample Request PUT /Portfolio/SecurityClassification/Local/ProductOverrides/8/5/123 [ { "securityClassId": 23, "securityClassificationMethodId": 8, "entityEnum": 5, "entityId": 123, "productId": 20120, "classificationWeight": 0.125 }, { "securityClassId": 25, "securityClassificationMethodId": 8, "entityEnum": 5, "entityId": 123, "productId": 20120, "classificationWeight": 0.875 } ]' operationId: SecurityClassificationsProductsOverrideLocal_UpsertByMethodEntityAsync parameters: - name: classificationMethodId in: path description: The ID of the Classification Method. required: true schema: type: integer format: int32 - name: entityEnum in: path description: The Entity Enum. required: true schema: 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 - name: entityId in: path description: The Entity ID. required: true schema: type: integer format: int32 - name: cancellationToken in: header description: Token to cancel the operation. required: true - name: persistedPayload in: query required: false schema: type: boolean default: 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.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductOverrideLocalDto' xml: name: SecurityClassificationProductOverrideLocalDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductOverrideLocalDto' xml: name: SecurityClassificationProductOverrideLocalDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductOverrideLocalDto' xml: name: SecurityClassificationProductOverrideLocalDto wrapped: true type: array application/x-www-form-urlencoded: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductOverrideLocalDto' xml: name: SecurityClassificationProductOverrideLocalDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductOverrideLocalDto' xml: name: SecurityClassificationProductOverrideLocalDto wrapped: true type: array description: The list of DTOs to upsert. required: true delete: tags: - Portfolio/SecurityClassification summary: Deletes all weightings for a specific Classification Method, Entity description: 'Sample Request DELETE /Portfolio/SecurityClassification/Local/ProductOverrides/8/5/123/20120' operationId: SecurityClassificationsProductsOverrideLocal_DeleteAllForEntityAsync parameters: - name: classificationMethodId in: path description: The ID of the Classification Method. required: true schema: type: integer format: int32 - name: entityEnum in: path description: The Entity Enum. required: true schema: 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 - name: entityId in: path description: The Entity ID. required: true schema: type: integer format: int32 - name: cancellationToken in: header description: Token to cancel the operation. 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/Portfolio/SecurityClassification/Local/ProductOverrides/{classificationMethodId}/{entityEnum}/{entityId}/{productId}: get: tags: - Portfolio/SecurityClassification summary: Retrieves the weightings for a specific Classification Method, Entity, and… description: 'Sample Request GET /Portfolio/SecurityClassification/Local/ProductOverrides/8/5/123/20120' operationId: SecurityClassificationsProductsOverrideLocal_GetWeightingsAsync parameters: - name: classificationMethodId in: path description: The ID of the Classification Method. required: true schema: type: integer format: int32 - name: entityEnum in: path description: The Entity Enum. required: true schema: 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 - name: entityId in: path description: The Entity ID. required: true schema: type: integer format: int32 - name: productId in: path description: The ID of the Product. required: true schema: type: integer format: int32 - name: cancellationToken in: header description: Token to cancel the operation. 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: [] put: tags: - Portfolio/SecurityClassification summary: Updates or inserts Security Classification Product Override Locals for a… description: 'Sample Request PUT /Portfolio/SecurityClassification/Local/ProductOverrides/8/5/123/20120 [ { "securityClassId": 23, "securityClassificationMethodId": 8, "entityEnum": 5, "entityId": 123, "productId": 20120, "classificationWeight": 0.125 }, { "securityClassId": 25, "securityClassificationMethodId": 8, "entityEnum": 5, "entityId": 123, "productId": 20120, "classificationWeight": 0.875 } ]' operationId: SecurityClassificationsProductsOverrideLocal_UpsertByMethodEntityProductAsync parameters: - name: classificationMethodId in: path description: The ID of the Classification Method. required: true schema: type: integer format: int32 - name: entityEnum in: path description: The Entity Enum. required: true schema: 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 - name: entityId in: path description: The Entity ID. required: true schema: type: integer format: int32 - name: productId in: path description: The ID of the Product. required: true schema: type: integer format: int32 - name: cancellationToken in: header description: Token to cancel the operation. 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.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductOverrideLocalDto' xml: name: SecurityClassificationProductOverrideLocalDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductOverrideLocalDto' xml: name: SecurityClassificationProductOverrideLocalDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductOverrideLocalDto' xml: name: SecurityClassificationProductOverrideLocalDto wrapped: true type: array application/x-www-form-urlencoded: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductOverrideLocalDto' xml: name: SecurityClassificationProductOverrideLocalDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductOverrideLocalDto' xml: name: SecurityClassificationProductOverrideLocalDto wrapped: true type: array description: The list of DTOs to upsert. required: true delete: tags: - Portfolio/SecurityClassification summary: Deletes all weightings for a specific Classification Method, Entity, and Product description: 'Sample Request DELETE /Portfolio/SecurityClassification/Local/ProductOverrides/8/5/123/20120' operationId: SecurityClassificationsProductsOverrideLocal_DeleteOneAsync parameters: - name: classificationMethodId in: path description: The ID of the Classification Method. required: true schema: type: integer format: int32 - name: entityEnum in: path description: The Entity Enum. required: true schema: 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 - name: entityId in: path description: The Entity ID. required: true schema: type: integer format: int32 - name: productId in: path description: The ID of the Product. required: true schema: type: integer format: int32 - name: cancellationToken in: header description: Token to cancel the operation. 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/Portfolio/SecurityClassification/Local/ProductOverrides/Import/Upload/{classificationMethodId}/{entityEnum}/{entityId}: post: tags: - Portfolio/SecurityClassification summary: Allows uploading a list of products to be assigned to a classification method… operationId: SecurityClassificationsProductsOverrideLocal_UploadProductsAsync parameters: - name: classificationMethodId in: path description: The ID of the Classification Method. required: true schema: type: integer format: int32 - name: entityEnum in: path description: The Entity Enum. required: true schema: 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 - name: entityId in: path description: The Entity ID. required: true schema: type: integer format: int32 - name: token in: header description: Cancellation Token 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.WebApi.DTO.ValidateImport.ImportFileFilterDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.ValidateImport.ImportFileFilterDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.ValidateImport.ImportFileFilterDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.ValidateImport.ImportFileFilterDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.ValidateImport.ImportFileFilterDto' description: File containing either Product ID or Download Symbol column required: true /v1/Portfolio/SecurityClassification/Local/Products: get: tags: - Portfolio/SecurityClassification summary: Retrieves all Security Classification Product Locals based on the provided… description: 'Sample Requests Get All - GET /Portfolio/SecurityClassification/Local/Products By Security Class Ids - GET /Portfolio/SecurityClassification/Local/Products?securityClassIds=28&securityClassIds=27 By Classification Methods - GET /Portfolio/SecurityClassification/Local/Products?classificationMethodIds=8&classificationMethodIds=9 By Product Ids - GET /Portfolio/SecurityClassification/Local/Products?productIds=20120&productIds=9 Entity Session - GET /Portfolio/SecurityClassification/Local/Products?entitySessionId=-2146875255 With Implicit - GET /Portfolio/SecurityClassification/Local/Products?entitySessionId=-2146875255&includeImplicit=true' operationId: SecurityClassificationsProductsLocal_GetAllAsync parameters: - name: manipulator in: header required: true - name: cancellationToken in: header description: Token to cancel the operation. required: true - name: securityClassIds in: query description: Optional list of Security Class IDs to filter by. required: false style: form explode: true schema: type: array items: type: integer format: int32 - name: classificationMethodIds in: query description: Optional list of Classification Method IDs to filter by. required: false style: form explode: true schema: type: array items: type: integer format: int32 - name: productIds in: query description: Optional list of Product IDs to filter by. required: false style: form explode: true schema: type: array items: type: integer format: int32 - name: entitySessionId in: query description: Optional Entity Session ID to filter by. required: false schema: type: integer format: int32 - name: productFilter in: query required: false schema: type: string enum: - None - LocalProducts - CurrentlyOwnedProducts - HasEverOwnedProducts - MissingRiskCategories - MissingAssetClasses - Top1000BySubType - name: view in: query required: false schema: type: string enum: - CurrentlyOwnedAssigned - CurrentlyOwnedInherited - CurrentlyOwnedAssignedToDefault - CurrentlyOwnedAll - EverOwnedAssigned - EverOwnedInherited - EverOwnedAssignedToDefault - EverOwnedAll - AllAssignedProducts - CustomList - Top1000BySubType - name: includeImplicit in: query description: Optional flag to include implicit/inherited assignments. If true and entitySessionId is provided, uses productIds from entity session; otherwise uses productIds parameter. required: false schema: type: boolean default: false responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductLocalDto' xml: name: SecurityClassificationProductLocalDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductLocalDto' xml: name: SecurityClassificationProductLocalDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductLocalDto' xml: name: SecurityClassificationProductLocalDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductLocalDto' xml: name: SecurityClassificationProductLocalDto wrapped: true type: array security: - Authorization: [] /v1/Portfolio/SecurityClassification/Local/Products/{classificationMethodId}: put: tags: - Portfolio/SecurityClassification summary: Updates or inserts Security Classification Product Locals description: 'Sample Request PUT /Portfolio/SecurityClassification/Local/Products/8/20120 [ { "securityClassId": 23, "securityClassificationMethodId": 8, "productId": 20120, "classificationWeight": 0.125, "isManual": true }, { "securityClassId": 25, "securityClassificationMethodId": 8, "productId": 20120, "classificationWeight": 0.875, "isManual": true } ]' operationId: SecurityClassificationsProductsLocal_UpsertByMethodAsync parameters: - name: classificationMethodId in: path description: The ID of the Classification Method. required: true schema: type: integer format: int32 - name: cancellationToken in: header description: Token to cancel the operation. required: true - name: persistedPayload in: query required: false schema: type: boolean default: 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.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductLocalDto' xml: name: SecurityClassificationProductLocalDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductLocalDto' xml: name: SecurityClassificationProductLocalDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductLocalDto' xml: name: SecurityClassificationProductLocalDto wrapped: true type: array application/x-www-form-urlencoded: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductLocalDto' xml: name: SecurityClassificationProductLocalDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductLocalDto' xml: name: SecurityClassificationProductLocalDto wrapped: true type: array description: The list of DTOs to upsert. required: true delete: tags: - Portfolio/SecurityClassification summary: Deletes all weightings for a specific Classification Method description: 'Sample Request DELETE /Portfolio/SecurityClassification/Local/Products/8' operationId: SecurityClassificationsProductsLocal_DeleteAllAsync parameters: - name: classificationMethodId in: path description: The ID of the Classification Method. required: true schema: type: integer format: int32 - name: cancellationToken in: header description: Token to cancel the operation. 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/Portfolio/SecurityClassification/Local/Products/{classificationMethodId}/{productId}: get: tags: - Portfolio/SecurityClassification summary: Retrieves the weightings for a specific Classification Method and Product description: 'Sample Request GET /Portfolio/SecurityClassification/Local/Products/8/20120' operationId: SecurityClassificationsProductsLocal_GetWeightingsAsync parameters: - name: classificationMethodId in: path description: The ID of the Classification Method. required: true schema: type: integer format: int32 - name: productId in: path description: The ID of the Product. required: true schema: type: integer format: int32 - name: cancellationToken in: header description: Token to cancel the operation. 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: [] put: tags: - Portfolio/SecurityClassification summary: Updates or inserts Security Classification Product Locals description: 'Sample Request PUT /Portfolio/SecurityClassification/Local/Products/8/20120 [ { "securityClassId": 23, "securityClassificationMethodId": 8, "productId": 20120, "classificationWeight": 0.125, "isManual": true }, { "securityClassId": 25, "securityClassificationMethodId": 8, "productId": 20120, "classificationWeight": 0.875, "isManual": true } ]' operationId: SecurityClassificationsProductsLocal_UpsertByMethodProductAsync parameters: - name: classificationMethodId in: path description: The ID of the Classification Method. required: true schema: type: integer format: int32 - name: productId in: path description: The ID of the Product. required: true schema: type: integer format: int32 - name: cancellationToken in: header description: Token to cancel the operation. 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.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductLocalDto' xml: name: SecurityClassificationProductLocalDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductLocalDto' xml: name: SecurityClassificationProductLocalDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductLocalDto' xml: name: SecurityClassificationProductLocalDto wrapped: true type: array application/x-www-form-urlencoded: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductLocalDto' xml: name: SecurityClassificationProductLocalDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductLocalDto' xml: name: SecurityClassificationProductLocalDto wrapped: true type: array description: The list of DTOs to upsert. required: true delete: tags: - Portfolio/SecurityClassification summary: Deletes all weightings for a specific Classification Method and Product description: 'Sample Request DELETE /Portfolio/SecurityClassification/Local/Products/8/20120' operationId: SecurityClassificationsProductsLocal_DeleteOneAsync parameters: - name: classificationMethodId in: path description: The ID of the Classification Method. required: true schema: type: integer format: int32 - name: productId in: path description: The ID of the Product. required: true schema: type: integer format: int32 - name: cancellationToken in: header description: Token to cancel the operation. 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/Portfolio/SecurityClassification/Local/Products/Import/Filter/{classificationMethodId}: post: tags: - Portfolio/SecurityClassification summary: Allows uploading a list of products to be custom filtered by product ID or… operationId: SecurityClassificationsProductsLocal_CustomFilterProductsAsync parameters: - name: classificationMethodId in: path required: true schema: type: integer format: int32 - name: token in: header description: Cancellation Token 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.WebApi.DTO.ValidateImport.ImportFileFilterDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.ValidateImport.ImportFileFilterDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.ValidateImport.ImportFileFilterDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.ValidateImport.ImportFileFilterDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.ValidateImport.ImportFileFilterDto' description: File containing either Product ID or Download Symbol column required: true /v1/Portfolio/SecurityClassification/Local/SecurityClasses: get: tags: - Portfolio/SecurityClassification summary: Gets a list of Security classification Security Class Data. description: 'Sample Request GET /Portfolio/SecurityClassification/Local/SecurityClasses?$top=1000&$skip=0' operationId: SecurityClassesLocal_GetListAsync parameters: - name: manipulator in: header description: The projection manipulator for the query. required: true - name: cancellationToken in: header description: The cancellation token. required: true - name: ids in: query description: Optional. A list of security class IDs to filter the results. required: false style: form explode: true schema: type: array items: type: integer format: int32 - name: securityClassificationMethodIds in: query description: Optional. A list of security classification method IDs to filter the results. required: false style: form explode: true schema: type: array items: type: integer format: int32 responses: '200': description: Success. Returns the list of security classification security class data. content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassLocalDto' xml: name: SecurityClassLocalDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassLocalDto' xml: name: SecurityClassLocalDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassLocalDto' xml: name: SecurityClassLocalDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassLocalDto' xml: name: SecurityClassLocalDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassLocalDto' xml: name: SecurityClassLocalDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassLocalDto' xml: name: SecurityClassLocalDto wrapped: true type: array '400': description: If the request is invalid. security: - Authorization: [] /v1/Portfolio/SecurityClassification/Local/SecurityClasses/{key}: get: tags: - Portfolio/SecurityClassification summary: Gets a Security classification Security Class by ID description: 'The Security Class ID Sample Request GET /Portfolio/SecurityClassification/Local/SecurityClasses/1' operationId: SecurityClassesLocal_GetByKeyAsync parameters: - name: key in: path required: true schema: type: integer format: int32 - name: cancellationToken in: header required: true responses: '200': description: Success. Returns the security classification security class data for the specified ID. content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassLocalDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassLocalDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassLocalDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassLocalDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassLocalDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassLocalDto' '400': description: If the request is invalid. security: - Authorization: [] delete: tags: - Portfolio/SecurityClassification summary: Deletes a Security Class by ID description: 'Sample Request DELETE /Portfolio/SecurityClassification/Local/SecurityClasses/1' operationId: SecurityClassesLocal_DeleteAsync parameters: - name: key in: path description: The Security Class ID. required: true schema: type: integer format: int32 - name: cancellationToken in: header required: true responses: '200': description: Success content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object '400': description: Failed security: - Authorization: [] /v1/Portfolio/SecurityClassification/Local/SecurityClasses/{key}/AssociatedRecordCounts: get: tags: - Portfolio/SecurityClassification summary: Get's a summary of associated record counts for a Security Class by ID description: 'The Security Class ID Sample Request GET /Portfolio/SecurityClassification/Local/SecurityClasses/1/AssociatedRecordCounts' operationId: SecurityClassesLocal_GetAssociationCountsAsync parameters: - name: key in: path required: true schema: type: integer format: int32 - name: cancellationToken in: header required: true responses: '200': description: Success content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassAssociationCountsDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassAssociationCountsDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassAssociationCountsDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassAssociationCountsDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassAssociationCountsDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassAssociationCountsDto' '400': description: Failed security: - Authorization: [] /v1/Portfolio/SecurityClassification/Local/SecurityClasses/Action/EstablishColors: put: tags: - Portfolio/SecurityClassification summary: Upsert the Colors for all Security Class records description: 'Sample Request PUT /Portfolio/SecurityClassification/Local/SecurityClasses/Action/EstablishColors' operationId: SecurityClassesLocal_ActionEstablishColorsAsync parameters: - name: cancellationToken in: header required: true - name: securityClassificationMethodId in: query description: Optional. Security classification method Id to establish colors for method. required: false schema: type: integer format: int32 responses: '200': description: Success. Returns the updated list of all security class data. content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassLocalDto' xml: name: SecurityClassLocalDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassLocalDto' xml: name: SecurityClassLocalDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassLocalDto' xml: name: SecurityClassLocalDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassLocalDto' xml: name: SecurityClassLocalDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassLocalDto' xml: name: SecurityClassLocalDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassLocalDto' xml: name: SecurityClassLocalDto wrapped: true type: array '500': description: Internal Server Error - An error occurred while processing the request. security: - Authorization: [] /v1/Portfolio/SecurityClassification/Local/SecurityClasses/DeleteMany: put: tags: - Portfolio/SecurityClassification operationId: SecurityClassesLocal_DeleteManyAsync parameters: - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] requestBody: content: text/plain: schema: items: type: integer format: int32 type: array application/json: schema: items: type: integer format: int32 type: array text/json: schema: items: type: integer format: int32 type: array application/xml: schema: items: type: integer format: int32 type: array text/xml: schema: items: type: integer format: int32 type: array application/x-www-form-urlencoded: schema: items: type: integer format: int32 type: array multipart/form-data: schema: items: type: integer format: int32 type: array required: true summary: Security classes local delete many async x-summary-source: derived /v1/Portfolio/SecurityClassification/Local/SecurityClasses/Simple: get: tags: - Portfolio/SecurityClassification summary: Gets a list of Security classification Security Class simple entity data description: 'Sample Request GET /Portfolio/SecurityClassification/Local/SecurityClasses/Simple?searchText=morning&$top=1000&$skip=0' operationId: SecurityClassesLocal_GetSimpleAsync parameters: - name: manipulator in: header description: The projection manipulator for the query. required: true - name: cancellationToken in: header description: The cancellation token. required: true - name: searchText in: query description: Optional. Search text to filter the results. required: false schema: type: string - name: securityClassificationMethodIds in: query description: Optional. A list of security classification method IDs to filter the results. required: false style: form explode: true schema: type: array items: type: integer format: int32 - name: entity in: query description: Optional. Reporting entity to filter the results. required: false schema: 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 responses: '200': description: Success. Returns the list of security classification security class simple entity data. 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 '400': description: If the request is invalid. security: - Authorization: [] /v1/Portfolio/SecurityClassification/Local/SecurityClasses/Upsert: post: tags: - Portfolio/SecurityClassification summary: Upsert Create/Edits a list of Security Class records description: 'Sample Request POST /Portfolio/SecurityClassification/Local/SecurityClasses/Upsert' operationId: SecurityClassesLocal_UpsertAsync parameters: - name: cancellationToken in: header required: true responses: '200': description: Success. Returns the list of security class data for the given request. content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object '400': description: If the request is invalid. security: - Authorization: [] requestBody: content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassLocalDto' xml: name: SecurityClassLocalDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassLocalDto' xml: name: SecurityClassLocalDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassLocalDto' xml: name: SecurityClassLocalDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassLocalDto' xml: name: SecurityClassLocalDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassLocalDto' xml: name: SecurityClassLocalDto wrapped: true type: array application/x-www-form-urlencoded: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassLocalDto' xml: name: SecurityClassLocalDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassLocalDto' xml: name: SecurityClassLocalDto wrapped: true type: array description: The SecurityClassLocalDto object. required: true 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.Portfolio.SecurityClassification.MethodRuleGlobalDto: required: - classificationMethodId - ruleConfiguration properties: classificationMethodId: type: integer format: int32 classificationMethod: type: string runOrder: type: integer format: int32 ruleConfiguration: type: string securityClassId: type: integer format: int32 securityClassCode: type: string securityClass: type: string auditedDate: type: string format: date-time auditedBy: type: string securityClassificationMethodForRuleId: type: integer format: int32 securityClassificationMethodRuleType: type: string enum: - Security Class - Classification Method xml: name: MethodRuleGlobalDto type: object OAS.WebApi.DTO.Portfolio.SecurityClassification.DerivationGlobalDto: required: - securityClassificationMethodId - baseSecurityClassId properties: securityClassificationMethodId: type: integer format: int32 securityClassificationMethod: type: string baseSecurityClassId: type: integer format: int32 baseSecurityClass: type: string baseSecurityClassCode: type: string baseClassificationMethod: type: string baseClassificationMethodId: type: integer format: int32 derivedSecurityClassId: type: integer format: int32 derivedSecurityClass: type: string derivedSecurityClassCode: type: string auditedDate: type: string format: date-time auditedBy: type: string xml: name: DerivationGlobalDto type: object OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleLocalDto: required: - classificationMethodId - ruleConfiguration properties: classificationMethodId: type: integer format: int32 classificationMethod: type: string runOrder: type: integer format: int32 ruleConfiguration: type: string securityClassId: type: integer format: int32 securityClassCode: type: string securityClass: type: string auditedDate: type: string format: date-time auditedBy: type: string securityClassificationMethodForRuleId: type: integer format: int32 securityClassificationMethodRuleType: type: string enum: - Security Class - Classification Method xml: name: MethodRuleLocalDto type: object OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodLocalAssociationCountsDto: properties: securityClasssesCount: type: integer format: int32 securityClassificationRulesCount: type: integer format: int32 securityClassificationProductsCount: type: integer format: int32 xml: name: MethodLocalAssociationCountsDto type: object OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationGlobalAssignmentResponseDto: properties: requestId: description: Gets or sets the ID of the request. type: integer format: int32 securityClassificationMethodId: description: Gets or sets the ID of the security classification method. type: integer format: int32 productId: description: Gets or sets the ID of the product. type: integer format: int32 securityClassId: description: Gets or sets the ID of the security class. type: integer format: int32 weighting: description: Gets or sets the weighting value. type: number format: double securityClass: description: Gets or sets the name of the security class. type: string securityClassCode: description: Gets or sets the code of the security class. type: string xml: name: SecurityClassificationGlobalAssignmentResponseDto type: object OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationAssignmentResponseDto: properties: requestId: description: Gets or sets the ID of the request. type: integer format: int32 securityClassificationMethodId: description: Gets or sets the ID of the security classification method. type: integer format: int32 reportGroupingEntityEnum: description: Gets or sets the report grouping entity enumeration value. type: integer format: int32 productId: description: Gets or sets the ID of the product. type: integer format: int32 securityClassId: description: Gets or sets the ID of the security class. type: integer format: int32 weighting: description: Gets or sets the weighting value. type: number format: double overrideEntityEnum: description: Gets or sets the override entity enumeration value. type: integer format: int32 overrideEntityId: description: Gets or sets the ID of the override entity. type: integer format: int32 securityClass: description: Gets or sets the name of the security class. type: string securityClassCode: description: Gets or sets the code of the security class. type: string xml: name: SecurityClassificationAssignmentResponseDto type: object OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassGlobalDto: required: - securityClassificationMethodId - securityClass - securityClassCode properties: id: type: integer format: int32 securityClassificationMethodId: type: integer format: int32 securityClassificationMethod: type: string securityClass: type: string maxLength: 1000 minLength: 0 securityClassCode: type: string maxLength: 1000 minLength: 0 auditedDate: type: string format: date-time auditedBy: type: string securityClassificationMethodType: type: string enum: - Rules / Assigned - Inherited - Global - Global Inherited - Compounding - GICS - Product Description - Product Description Weighted - Product Exchange - Global Weighted xml: name: SecurityClassGlobalDto type: object OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationGlobalAssignmentBySymbolResponseDto: properties: symbol: description: Gets or sets the original symbol sent in request payload. type: string securityClassificationMethodId: description: Gets or sets the ID of the security classification method. type: integer format: int32 productId: description: Gets or sets the ID of the product. type: integer format: int32 securityClassId: description: Gets or sets the ID of the security class. type: integer format: int32 weighting: description: Gets or sets the weighting value. type: number format: double securityClass: description: Gets or sets the name of the security class. type: string securityClassCode: description: Gets or sets the code of the security class. type: string xml: name: SecurityClassificationGlobalAssignmentBySymbolResponseDto 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.DataModel.SimpleEntity: properties: id: type: integer format: int32 name: type: string xml: name: SimpleEntity type: object OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductLocalDto: required: - securityClassId - securityClassificationMethodId - productId properties: securityClassId: type: integer format: int32 securityClass: type: string securityClassCode: type: string securityClassificationMethodId: type: integer format: int32 securityClassificationMethod: type: string productId: type: integer format: int32 productName: type: string ticker: type: string cusip: type: string productType: type: string enum: - None - MutualFund - Annuity - AdvisorOne - StockOrETF - Option - Bond - Unknown - CD - Index productSubTypeName: type: string classificationWeight: type: number format: double assignmentType: type: boolean isRemoved: type: boolean isImplicit: type: boolean downloadSymbols: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.DownloadSymbolSimpleDto' xml: name: DownloadSymbolSimpleDto wrapped: true type: array canReadCusip: type: boolean xml: name: SecurityClassificationProductLocalDto type: object OAS.WebApi.DTO.Portfolio.DownloadSymbolSimpleDto: properties: id: type: integer format: int32 productId: type: integer format: int32 symbol: type: string isNASDAQPlatformSymbol: type: boolean xml: name: DownloadSymbolSimpleDto type: object OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductGlobalDto: required: - securityClassId - securityClassificationMethodId - productId properties: securityClassId: type: integer format: int32 securityClassificationMethodId: type: integer format: int32 productId: type: integer format: int32 productName: type: string ticker: type: string cusip: type: string productType: type: string enum: - None - MutualFund - Annuity - AdvisorOne - StockOrETF - Option - Bond - Unknown - CD - Index productSubTypeName: type: string classificationWeight: type: number format: double isRemoved: type: boolean assignmentType: type: boolean xml: name: SecurityClassificationProductGlobalDto type: object OAS.WebApi.DTO.ValidateImport.ImportFileFilterDto: required: - columnName properties: columnName: type: string pattern: ^(Household ID|Account ID|Account Number|Representative Name|Representative Number|Product ID|Download Symbol)$ filterType: type: string enum: - Include - Exclude startDate: type: string format: date-time endDate: type: string format: date-time file: $ref: '#/components/schemas/MultipartDataMediaFormatter.Infrastructure.HttpFile' description: the imported file xml: name: ImportFileFilterDto type: object OAS.WebApi.DTO.Portfolio.SecurityClassification.DerivationLocalDto: required: - securityClassificationMethodId - baseSecurityClassId - derivedSecurityClassId properties: securityClassificationMethodId: type: integer format: int32 securityClassificationMethod: type: string baseSecurityClassId: type: integer format: int32 baseSecurityClass: type: string baseSecurityClassCode: type: string baseClassificationMethod: type: string baseClassificationMethodId: type: integer format: int32 derivedSecurityClassId: type: integer format: int32 derivedSecurityClass: type: string derivedSecurityClassCode: type: string auditedDate: type: string format: date-time auditedBy: type: string xml: name: DerivationLocalDto type: object OAS.WebApi.DTO.Portfolio.SecurityClassification.MigrateSecurityClassificationRequestDto: properties: codes: items: type: string type: array xml: name: MigrateSecurityClassificationRequestDto type: object OAS.WebApi.DTO.Portfolio.SecurityClassification.ClassificationMethodLocalVerboseDto: properties: methodLocal: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodLocalDto' derivationsLocal: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.DerivationLocalDto' xml: name: DerivationLocalDto wrapped: true type: array securityClassesLocal: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassLocalDto' xml: name: SecurityClassLocalDto wrapped: true type: array methodRulesLocal: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleLocalDto' xml: name: MethodRuleLocalDto wrapped: true type: array xml: name: ClassificationMethodLocalVerboseDto type: object OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationGlobalAssignmentRequestDto: properties: requestId: description: Gets or sets the unique identifier for the request. Required when more than one request is made. type: integer format: int32 securityClassificationMethodId: description: Gets or sets the identifier for the security classification method. type: integer format: int32 productIds: description: Gets or sets the list of product identifiers associated with the request. items: type: integer format: int32 type: array xml: name: SecurityClassificationGlobalAssignmentRequestDto type: object OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassAssociationCountsDto: properties: methodCount: type: integer format: int32 methodRuleCount: type: integer format: int32 assignedSecurityClassesCount: type: integer format: int32 securityClassificationProductCount: type: integer format: int32 xml: name: SecurityClassAssociationCountsDto type: object OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodAlClientGlobalDto: required: - securityClassificationMethodId - alClientId properties: securityClassificationMethod: type: string securityClassificationMethodId: type: integer format: int32 productDescriptionProvider: type: string baseSecurityClassificationMethod: type: string baseSecurityClassificationMethodId: type: integer format: int32 alClientId: type: integer format: int32 clientName: type: string dbName: type: string advisorNumber: type: integer format: int32 dbIsActive: type: boolean dbActiveDate: type: string format: date-time dbInActiveDate: type: string format: date-time masterGroup: type: string isDemo: type: boolean firmType: type: string enum: - None - Foundations - Essentials - Advantage - OrionTradingOnly - OrionRiskOnly - OrionComplianceOnly - OrionPlanningOnly - OasLegacy auditedByDisplay: type: string auditedDate: type: string format: date-time xml: name: MethodAlClientGlobalDto type: object OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodGlobalDto: required: - classificationMethod - classificationMethodDescription - isRestricted - securityClassificationType properties: id: type: integer format: int32 auditedBy: type: string auditedDate: type: string format: date-time classificationMethod: type: string classificationMethodDescription: type: string isActive: type: boolean isRestricted: type: boolean lastCalculated: type: string format: date-time securityClassDefault: type: string securityClassDefaultId: type: integer format: int32 securityClassificationMethodBase: type: string securityClassificationMethodBaseId: type: integer format: int32 securityClassificationType: type: string pattern: ^(RulesAssigned|Inherited|Global|GlobalInherited|Compounding|GICS|ProductDescription|ProductDescriptionWeighted|ProductExchange)$ enum: - Rules / Assigned - Inherited - Global - Global Inherited - Compounding - GICS - Product Description - Product Description Weighted - Product Exchange - Global Weighted recalculationSchedule: type: string enum: - On Demand - Daily - Weekly - Monthly recalculationHour: type: integer format: int32 productDescriptionProviderId: type: integer format: int32 productExchangeEnum: type: string enum: - Stock Status - Company Name - Company Status - Status Type - Is MLP - Is BDC - Country - Business Country - Domicile Country - Place Of Incorporation - Is REIT - Is Limited Partnership - Is Limited Liability Company - Stock Type - Is Shell - Is SPAC xml: name: MethodGlobalDto type: object OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationProductOverrideLocalDto: required: - securityClassId - securityClassificationMethodId - entityEnum - entityId - productId properties: securityClassId: type: integer format: int32 securityClass: type: string securityClassificationMethodId: type: integer format: int32 securityClassificationMethod: type: string entityEnum: type: string pattern: ^(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|OneTimeDistribution|WebLogin|Plan401k|CRMEmailList|EntityOption|RegistrationType|ProductType|ProductSubType|OrionRealizedLot|OrionUnrealizedLot|CustodianRealizedLot|CustodianUnrealizedLot|TaxType|ProductPropertyType|RegistrationTaxType|BillEntity|BillEntityType|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)$ 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 entityId: type: integer format: int32 entityName: type: string productId: type: integer format: int32 productName: type: string ticker: type: string cusip: type: string productType: type: string enum: - None - MutualFund - Annuity - AdvisorOne - StockOrETF - Option - Bond - Unknown - CD - Index productSubTypeName: type: string classificationWeight: type: number format: double auditedByDisplay: type: string auditedDate: type: string format: date-time isRemoved: type: boolean xml: name: SecurityClassificationProductOverrideLocalDto type: object OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassLocalDto: required: - securityClassificationMethodId - securityClass - securityClassCode properties: id: type: integer format: int32 securityClassificationMethodId: type: integer format: int32 securityClassificationMethod: type: string securityClass: type: string maxLength: 1000 minLength: 0 securityClassCode: type: string maxLength: 1000 minLength: 0 securityClassGlobalId: type: integer format: int32 securityClassificationMethodGlobalId: type: integer format: int32 securityClassificationMethodGlobal: type: string excludeFromFeesAndPayouts: type: boolean color: type: string sortOrder: type: integer format: int32 riskScore: type: number format: double productDescriptionProviderId: type: integer format: int32 auditedDate: type: string format: date-time auditedBy: type: string securityClassificationMethodType: type: string enum: - Rules / Assigned - Inherited - Global - Global Inherited - Compounding - GICS - Product Description - Product Description Weighted - Product Exchange - Global Weighted xml: name: SecurityClassLocalDto type: object OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleDataSetDto: properties: fieldEnum: type: integer format: int32 fieldName: type: string fieldTypeEnum: type: integer format: int32 fieldType: readOnly: true type: string dataSourceJSON: type: string isWeighted: type: boolean placeholder: type: string enum: - Years - Decimal xml: name: MethodRuleDataSetDto type: object OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassificationAssignmentRequestDto: properties: requestId: description: Gets or sets the unique identifier for the request. Required when more than one request is made. Optional for single requests. type: integer format: int32 securityClassificationMethodId: description: Gets or sets the identifier for the security classification method. type: integer format: int32 reportGroupingEntityEnum: description: Gets or sets the report grouping entity enumeration value. type: integer format: int32 productIds: description: Gets or sets the list of product identifiers associated with the request. items: type: integer format: int32 type: array entityEnumOverride: description: Gets or sets the entity enumeration override value. type: integer format: int32 entityEnumOverrideIds: description: Gets or sets the list of entity enumeration override identifiers. items: type: integer format: int32 type: array xml: name: SecurityClassificationAssignmentRequestDto type: object OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodLocalDto: required: - classificationMethod - classificationMethodDescription - securityClassificationType - isTradingEnabled properties: id: type: integer format: int32 auditedBy: type: string auditedDate: type: string format: date-time classificationMethod: type: string classificationMethodDescription: type: string classificationMethodGlobalId: type: integer format: int32 classificationMethodGlobal: type: string isActive: type: boolean lastCalculated: type: string format: date-time securityClassDefault: type: string securityClassDefaultId: type: integer format: int32 securityClassificationMethodBase: type: string securityClassificationMethodBaseId: type: integer format: int32 securityClassificationType: type: string enum: - Rules / Assigned - Inherited - Global - Global Inherited - Compounding - GICS - Product Description - Product Description Weighted - Product Exchange - Global Weighted entityEnum: 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 isTradingEnabled: type: boolean isBillingEnabled: type: boolean recalculationSchedule: type: string enum: - On Demand - Daily - Weekly - Monthly recalculationHour: type: integer format: int32 isCopyingFromGlobal: type: boolean useParentProductAssignment: type: boolean lastUpdated: type: string format: date-time xml: name: MethodLocalDto type: object OAS.WebApi.DTO.Portfolio.SecurityClassification.ClassificationMethodGlobalVerboseDto: properties: methodGlobal: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodGlobalDto' securityClassesGlobal: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.SecurityClassGlobalDto' xml: name: SecurityClassGlobalDto wrapped: true type: array derivationsGlobal: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.DerivationGlobalDto' xml: name: DerivationGlobalDto wrapped: true type: array methodRulesGlobal: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SecurityClassification.MethodRuleGlobalDto' xml: name: MethodRuleGlobalDto wrapped: true type: array xml: name: ClassificationMethodGlobalVerboseDto type: object securitySchemes: Authorization: type: apiKey description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"' name: Authorization in: header