openapi: 3.2.0 info: version: V1 title: Orion Connect Portfolio Data Sync/Data Sharing API x-swagger-net-version: 8.4.12.001 servers: - url: https://api.orionadvisor.com/api tags: - name: PortfolioDataSync/DataSharing paths: /v1/PortfolioDataSync/DataSharing/Sources: get: tags: - PortfolioDataSync/DataSharing summary: Returns all DataSharingSource rows that match our current logged in identity as… description: 'Sample Request Get /DataMaintenance/DataSharing/Sources [ { "id": 2, "alClientSourceId": 245, "alClientDestinationId": 1379, "alClientSourceName": null, "alClientDestinationName": null, "sourceDescription": "test2", "isActive": true, "isAccepted": false, "lastProcessedSource": "2023-12-30T12:27:09.87+00:00", "lastProcessedDestination": "2024-01-18T12:27:09.87+00:00", "syncStatus": 2, "syncErrors": "somany", "createdBy": "ryan.michel - LT1800-ORION - Microsoft SQL Server Management Studio - Query", "createdDate": "2024-01-19T12:27:09.8728687-06:00", "auditedByDisplay": "ryan.michel - LT1800-ORION - Microsoft SQL Server Management Studio - Query", "auditedBy": null, "auditedDate": null }, { "id": 3, "alClientSourceId": 1379, "alClientDestinationId": 245, "alClientSourceName": null, "alClientDestinationName": null, "sourceDescription": "test1", "isActive": false, "isAccepted": true, "lastProcessedSource": "2024-01-04T12:27:09.87+00:00", "lastProcessedDestination": "2024-01-09T12:27:09.87+00:00", "syncStatus": 1, "syncErrors": null, "createdBy": "ryan.michel - LT1800-ORION - Microsoft SQL Server Management Studio - Query", "createdDate": "2024-01-19T12:27:09.8728687-06:00", "auditedByDisplay": "ryan.michel - LT1800-ORION - Microsoft SQL Server Management Studio - Query", "auditedBy": null, "auditedDate": null }, ]' operationId: DataSharing_GetAllByCurrentIdentityAsync parameters: - name: token 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: [] post: tags: - PortfolioDataSync/DataSharing summary: Creates a new row and adds it to the datasharingsource table description: 'Sample Request HttpPut /DataMaintenance/DataSharing/Sources { "id": 6, "alClientSourceId": 1379, "alClientDestinationId": 986, "alClientSourceName": null, "alClientDestinationName": null, "sourceDescription": "dfgsdfg", "isActive": false, "isAccepted": false, "lastProcessedSource": null, "lastProcessedDestination": null, "syncStatus": 0, "syncErrors": "", "createdBy": "Ryan.Michel", "createdDate": "2024-01-23T11:49:39.5457063-06:00", "auditedByDisplay": "Ryan.Michel", "auditedBy": null, "auditedDate": null }' operationId: DataSharing_AddRowAsync parameters: - name: token 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.PortfolioDataSync.DataSharingSourceDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.PortfolioDataSync.DataSharingSourceDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.PortfolioDataSync.DataSharingSourceDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.PortfolioDataSync.DataSharingSourceDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.PortfolioDataSync.DataSharingSourceDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.PortfolioDataSync.DataSharingSourceDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.PortfolioDataSync.DataSharingSourceDto' required: true /v1/PortfolioDataSync/DataSharing/Sources/{dataSharingSourceId}: get: tags: - PortfolioDataSync/DataSharing summary: Gets all DataSharingSources filtered by the DataSharingSourceId description: 'Sample Request Get /DataMaintenance/DataSharing/Sources/1379 [ { "id": 1, "alClientSourceId": 90, "alClientDestinationId": 108, "alClientSourceName": null, "alClientDestinationName": null, "sourceDescription": "random alclients", "isActive": false, "isAccepted": false, "lastProcessedSource": null, "lastProcessedDestination": null, "syncStatus": 1, "syncErrors": null, "createdBy": "ryan.michel - LT1800-ORION - Microsoft SQL Server Management Studio - Query", "createdDate": "2024-01-19T12:27:09.8728687-06:00", "auditedByDisplay": "ryan.michel - LT1800-ORION - Microsoft SQL Server Management Studio - Query", "auditedBy": null, "auditedDate": null }, { "id": 2, "alClientSourceId": 245, "alClientDestinationId": 1379, "alClientSourceName": null, "alClientDestinationName": null, "sourceDescription": "test2", "isActive": true, "isAccepted": false, "lastProcessedSource": "2023-12-30T12:27:09.87+00:00", "lastProcessedDestination": "2024-01-18T12:27:09.87+00:00", "syncStatus": 2, "syncErrors": "somany", "createdBy": "ryan.michel - LT1800-ORION - Microsoft SQL Server Management Studio - Query", "createdDate": "2024-01-19T12:27:09.8728687-06:00", "auditedByDisplay": "ryan.michel - LT1800-ORION - Microsoft SQL Server Management Studio - Query", "auditedBy": null, "auditedDate": null } ]' operationId: DataSharing_GetByKeyAsync parameters: - name: dataSharingSourceId in: path required: true schema: type: integer format: int32 - name: token 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/PortfolioDataSync/DataSharing/Sources/{dataSharingSourceId}/Action/Deactivate: put: tags: - PortfolioDataSync/DataSharing summary: Marks a source as inactive (active = false) description: 'Sample Request HttpPut /DataMaintenance/DataSharing/Sources/1456/Action/Deactivate' operationId: DataSharing_DeactivateSourceAsync parameters: - name: dataSharingSourceId 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: [] /v1/PortfolioDataSync/DataSharing/Sources/{dataSharingSourceId}/Action/Description: put: tags: - PortfolioDataSync/DataSharing summary: Sets the description description: 'Sample Request HttpPut /DataMaintenance/DataSharing/Sources/3453452/Action/Description' operationId: DataSharing_UpdateDescriptionAsync parameters: - name: dataSharingSourceId in: path required: true schema: type: integer format: int32 - name: token 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.PortfolioDataSync.DataSharingSourceDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.PortfolioDataSync.DataSharingSourceDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.PortfolioDataSync.DataSharingSourceDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.PortfolioDataSync.DataSharingSourceDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.PortfolioDataSync.DataSharingSourceDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.PortfolioDataSync.DataSharingSourceDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.PortfolioDataSync.DataSharingSourceDto' required: true /v1/PortfolioDataSync/DataSharing/Sources/{dataSharingSourceId}/Action/Reactivate: put: tags: - PortfolioDataSync/DataSharing summary: Activates a source description: 'Sample Request HttpPut /DataMaintenance/DataSharing/Sources/1456/Action/Reactivate' operationId: DataSharing_ReactivateSourceAsync parameters: - name: dataSharingSourceId 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: [] /v1/PortfolioDataSync/DataSharing/Sources/{dataSharingSourceId}/Action/UpdateFromSourceKeyAsync: put: tags: - PortfolioDataSync/DataSharing summary: Updates an existing row from a sourcekey description: 'Sample Request Put /DataMaintenance/DataSharing/Sources/36/Action/UpdateFromSourceKeyAsync { alClientDestinationId:1379 alClientDestinationName:null alClientSourceId:245 alClientSourceName:"OrionService (test)" auditedByDisplay:"Ryan.Michel" auditedDate:null createdBy:"Ryan.Michel" createdDate:"2024-03-12T14:25:08.2912727-05:00" dataSharingSourceUID:"e0f3b6ad-ecc9-406b-b2ff-87d2fe431c8b" id:36 isActive:true isActiveDestination:true isActiveSource:true lastProcessedDestination:null lastProcessedSource:null sourceDescription:"give me a key" syncErrors:"" syncStatus:0 {' operationId: DataSharing_UpdateFromSourceKeyAsync parameters: - name: dataSharingSourceId in: path required: true schema: type: integer format: int32 - name: token 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.PortfolioDataSync.DataSharingSourceDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.PortfolioDataSync.DataSharingSourceDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.PortfolioDataSync.DataSharingSourceDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.PortfolioDataSync.DataSharingSourceDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.PortfolioDataSync.DataSharingSourceDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.PortfolioDataSync.DataSharingSourceDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.PortfolioDataSync.DataSharingSourceDto' required: true /v1/PortfolioDataSync/DataSharing/Sources/{dataSharingSourceId}/Entities: get: tags: - PortfolioDataSync/DataSharing summary: Returns all DataSharingSource rows that match our current logged in identity as… description: 'Sample Request Get /DataMaintenance/DataSharing/Sources/23478/Entities [ { "id": 2, "alClientSourceId": 245, "alClientDestinationId": 1379, "alClientSourceName": null, "alClientDestinationName": null, "sourceDescription": "test2", "isActive": true, "isAccepted": false, "lastProcessedSource": "2023-12-30T12:27:09.87+00:00", "lastProcessedDestination": "2024-01-18T12:27:09.87+00:00", "syncStatus": 2, "syncErrors": "somany", "createdBy": "ryan.michel - LT1800-ORION - Microsoft SQL Server Management Studio - Query", "createdDate": "2024-01-19T12:27:09.8728687-06:00", "auditedByDisplay": "ryan.michel - LT1800-ORION - Microsoft SQL Server Management Studio - Query", "auditedBy": null, "auditedDate": null }, { "id": 3, "alClientSourceId": 1379, "alClientDestinationId": 245, "alClientSourceName": null, "alClientDestinationName": null, "sourceDescription": "test1", "isActive": false, "isAccepted": true, "lastProcessedSource": "2024-01-04T12:27:09.87+00:00", "lastProcessedDestination": "2024-01-09T12:27:09.87+00:00", "syncStatus": 1, "syncErrors": null, "createdBy": "ryan.michel - LT1800-ORION - Microsoft SQL Server Management Studio - Query", "createdDate": "2024-01-19T12:27:09.8728687-06:00", "auditedByDisplay": "ryan.michel - LT1800-ORION - Microsoft SQL Server Management Studio - Query", "auditedBy": null, "auditedDate": null }, ]' operationId: DataSharing_GetAllEntitiesForCurrentIdentityAsync parameters: - name: dataSharingSourceId in: path required: true schema: type: integer format: int32 - name: token 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/PortfolioDataSync/DataSharing/Sources/{dataSharingSourceId}/Entities/Import: post: tags: - PortfolioDataSync/DataSharing summary: Inserts records based on imported file description: 'Sample Request POST /DataMaintenance/DataSharing/Source/32457/Entities/Import BODY File:binary' operationId: DataSharing_CreateEntitiesAsync parameters: - name: dataSharingSourceId in: path description: The data sharing source Id required: true schema: type: integer format: int32 - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.ValidateImport.ValidateFileImportDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.ValidateImport.ValidateFileImportDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.ValidateImport.ValidateFileImportDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.ValidateImport.ValidateFileImportDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.ValidateImport.ValidateFileImportDto' description: the import file required: true /v1/PortfolioDataSync/DataSharing/Sources/{dataSharingSourceId}/Entities/Upsert: put: tags: - PortfolioDataSync/DataSharing operationId: DataSharing_UpdateEntitiesAsync parameters: - name: dataSharingSourceId in: path required: true schema: type: integer format: int32 - name: token in: header required: true responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] requestBody: content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.PortfolioDataSync.DataSharingEntitySelectionDto' xml: name: DataSharingEntitySelectionDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.PortfolioDataSync.DataSharingEntitySelectionDto' xml: name: DataSharingEntitySelectionDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.PortfolioDataSync.DataSharingEntitySelectionDto' xml: name: DataSharingEntitySelectionDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.PortfolioDataSync.DataSharingEntitySelectionDto' xml: name: DataSharingEntitySelectionDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.PortfolioDataSync.DataSharingEntitySelectionDto' xml: name: DataSharingEntitySelectionDto wrapped: true type: array application/x-www-form-urlencoded: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.PortfolioDataSync.DataSharingEntitySelectionDto' xml: name: DataSharingEntitySelectionDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.PortfolioDataSync.DataSharingEntitySelectionDto' xml: name: DataSharingEntitySelectionDto wrapped: true type: array required: true summary: Data sharing update entities async x-summary-source: derived /v1/PortfolioDataSync/DataSharing/Sources/{dataSharingSourceId}/Entities/Upsert/Hypothetical: put: tags: - PortfolioDataSync/DataSharing operationId: DataSharing_PreviewUpdateEntitiesAsync parameters: - name: dataSharingSourceId in: path required: true schema: type: integer format: int32 - name: token in: header required: true responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] requestBody: content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.PortfolioDataSync.DataSharingEntitySelectionDto' xml: name: DataSharingEntitySelectionDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.PortfolioDataSync.DataSharingEntitySelectionDto' xml: name: DataSharingEntitySelectionDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.PortfolioDataSync.DataSharingEntitySelectionDto' xml: name: DataSharingEntitySelectionDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.PortfolioDataSync.DataSharingEntitySelectionDto' xml: name: DataSharingEntitySelectionDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.PortfolioDataSync.DataSharingEntitySelectionDto' xml: name: DataSharingEntitySelectionDto wrapped: true type: array application/x-www-form-urlencoded: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.PortfolioDataSync.DataSharingEntitySelectionDto' xml: name: DataSharingEntitySelectionDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.PortfolioDataSync.DataSharingEntitySelectionDto' xml: name: DataSharingEntitySelectionDto wrapped: true type: array required: true summary: Data sharing preview update entities async x-summary-source: derived /v1/PortfolioDataSync/DataSharing/Sources/{dataSharingSourceId}/EntityMapOverrides: get: tags: - PortfolioDataSync/DataSharing operationId: DataSharing_GetEntityMapOverridesAsync parameters: - name: dataSharingSourceId in: path required: true schema: type: integer format: int32 - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Data sharing get entity map overrides async x-summary-source: derived put: tags: - PortfolioDataSync/DataSharing operationId: DataSharing_SaveEntityMapOverridesAsync parameters: - name: dataSharingSourceId in: path required: true schema: type: integer format: int32 - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] requestBody: content: text/plain: schema: type: string application/json: schema: type: string text/json: schema: type: string application/xml: schema: type: string text/xml: schema: type: string application/x-www-form-urlencoded: schema: type: string multipart/form-data: schema: type: string required: true summary: Data sharing save entity map overrides async x-summary-source: derived /v1/PortfolioDataSync/DataSharing/Sources/{dataSharingSourceId}/EntityMaps: get: tags: - PortfolioDataSync/DataSharing summary: Retrieves All entity maps for the current alclientid description: 'Sample Request Get /DataMaintenance/DataSharing/Source/2/EntityMaps [ { "dataSharingSourceId": 2, "entityEnum": 4, "entitySource": 14, "entityDescriptionSource": "mapping rep recon to service", "entityInfoSourceJSON": null, "entityDestination": 27, "entityDescriptionDestination": "RepNo: 123, RepName: Kala1 Wylie" }, { "dataSharingSourceId": 2, "entityEnum": 4, "entitySource": 15, "entityDescriptionSource": "this destination does not exist", "entityInfoSourceJSON": null, "entityDestination": -11324, "entityDescriptionDestination": null } ]' operationId: DataSharing_GetAllEntityMapsForCurrentIdentityAsync parameters: - name: dataSharingSourceId in: path required: true schema: type: integer format: int32 - name: token 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: [] put: tags: - PortfolioDataSync/DataSharing operationId: DataSharing_UpdateAllEntityMapsForCurrentIdentityAsync parameters: - name: dataSharingSourceId in: path required: true schema: type: integer format: int32 - name: token in: header required: true responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] requestBody: content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.PortfolioDataSync.DataSharingEntityMapDto' xml: name: DataSharingEntityMapDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.PortfolioDataSync.DataSharingEntityMapDto' xml: name: DataSharingEntityMapDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.PortfolioDataSync.DataSharingEntityMapDto' xml: name: DataSharingEntityMapDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.PortfolioDataSync.DataSharingEntityMapDto' xml: name: DataSharingEntityMapDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.PortfolioDataSync.DataSharingEntityMapDto' xml: name: DataSharingEntityMapDto wrapped: true type: array application/x-www-form-urlencoded: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.PortfolioDataSync.DataSharingEntityMapDto' xml: name: DataSharingEntityMapDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.PortfolioDataSync.DataSharingEntityMapDto' xml: name: DataSharingEntityMapDto wrapped: true type: array required: true summary: Data sharing update all entity maps for current identity async x-summary-source: derived /v1/PortfolioDataSync/DataSharing/Sources/{dataSharingSourceId}/NotificationSetting: get: tags: - PortfolioDataSync/DataSharing operationId: DataSharingNotification_GetDataSharingNotificationAsync parameters: - name: dataSharingSourceId in: path required: true schema: type: integer format: int32 - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Data sharing notification get data sharing notification async x-summary-source: derived post: tags: - PortfolioDataSync/DataSharing operationId: DataSharingNotification_UpsertDataSharingNotificationAsync parameters: - name: ct in: header required: false - name: dataSharingSourceId in: path required: true schema: type: string 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.PortfolioDataSync.DataSharingNotificationDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.PortfolioDataSync.DataSharingNotificationDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.PortfolioDataSync.DataSharingNotificationDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.PortfolioDataSync.DataSharingNotificationDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.PortfolioDataSync.DataSharingNotificationDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.PortfolioDataSync.DataSharingNotificationDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.PortfolioDataSync.DataSharingNotificationDto' required: true summary: Data sharing notification upsert data sharing notification async x-summary-source: derived delete: tags: - PortfolioDataSync/DataSharing operationId: DataSharingNotification_DeleteDataSharingNotificationAsync parameters: - name: dataSharingSourceId in: path required: true schema: type: integer format: int32 - name: ct in: header required: false responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Data sharing notification delete data sharing notification async x-summary-source: derived /v1/PortfolioDataSync/DataSharing/Sources/alClientId/{alClientId}: get: tags: - PortfolioDataSync/DataSharing summary: Gets all DataSharingSources filtered where the client or destination source… description: 'Sample Request Get /DataMaintenance/DataSharing/Sources/AlClientId/1379 [ { "id": 1, "alClientSourceId": 90, "alClientDestinationId": 108, "alClientSourceName": null, "alClientDestinationName": null, "sourceDescription": "random alclients", "isActive": false, "isAccepted": false, "lastProcessedSource": null, "lastProcessedDestination": null, "syncStatus": 1, "syncErrors": null, "createdBy": "ryan.michel - LT1800-ORION - Microsoft SQL Server Management Studio - Query", "createdDate": "2024-01-19T12:27:09.8728687-06:00", "auditedByDisplay": "ryan.michel - LT1800-ORION - Microsoft SQL Server Management Studio - Query", "auditedBy": null, "auditedDate": null }, { "id": 2, "alClientSourceId": 245, "alClientDestinationId": 1379, "alClientSourceName": null, "alClientDestinationName": null, "sourceDescription": "test2", "isActive": true, "isAccepted": false, "lastProcessedSource": "2023-12-30T12:27:09.87+00:00", "lastProcessedDestination": "2024-01-18T12:27:09.87+00:00", "syncStatus": 2, "syncErrors": "somany", "createdBy": "ryan.michel - LT1800-ORION - Microsoft SQL Server Management Studio - Query", "createdDate": "2024-01-19T12:27:09.8728687-06:00", "auditedByDisplay": "ryan.michel - LT1800-ORION - Microsoft SQL Server Management Studio - Query", "auditedBy": null, "auditedDate": null } ]' operationId: DataSharing_GetByAlClientIdAsync parameters: - name: alClientId in: path required: true schema: type: integer format: int32 - name: token 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/PortfolioDataSync/DataSharing/Sources/AllData: get: tags: - PortfolioDataSync/DataSharing summary: Get all rows unfilered for DataSharingSource description: 'Sample Request Get /DataMaintenance/DataSharing/Source/AllData [ { "id": 1, "alClientSourceId": 90, "alClientDestinationId": 108, "alClientSourceName": null, "alClientDestinationName": null, "sourceDescription": "random alclients", "isActive": false, "isAccepted": false, "lastProcessedSource": null, "lastProcessedDestination": null, "syncStatus": 1, "syncErrors": null, "createdBy": "ryan.michel - LT1800-ORION - Microsoft SQL Server Management Studio - Query", "createdDate": "2024-01-19T12:27:09.8728687-06:00", "auditedByDisplay": "ryan.michel - LT1800-ORION - Microsoft SQL Server Management Studio - Query", "auditedBy": null, "auditedDate": null }, { "id": 2, "alClientSourceId": 245, "alClientDestinationId": 1379, "alClientSourceName": null, "alClientDestinationName": null, "sourceDescription": "test2", "isActive": true, "isAccepted": false, "lastProcessedSource": "2023-12-30T12:27:09.87+00:00", "lastProcessedDestination": "2024-01-18T12:27:09.87+00:00", "syncStatus": 2, "syncErrors": "somany", "createdBy": "ryan.michel - LT1800-ORION - Microsoft SQL Server Management Studio - Query", "createdDate": "2024-01-19T12:27:09.8728687-06:00", "auditedByDisplay": "ryan.michel - LT1800-ORION - Microsoft SQL Server Management Studio - Query", "auditedBy": null, "auditedDate": null } ]' operationId: DataSharing_GetAllAsync parameters: - name: token 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/PortfolioDataSync/DataSharing/Sources/dataSharingSourceUID/{dataSharingSourceUID}: get: tags: - PortfolioDataSync/DataSharing summary: Gets all DataSharingSources filtered by the dataSharingSourceUid or "sourcekey" description: 'Sample Request Get /DataMaintenance/DataSharing/Sources/dataSharingSourceUID/E0F3B6AD-ECC9-406B-B2FF-87D2FE431C8B { "id": 36, "alClientSourceId": null, "alClientDestinationId": 1379, "alClientSourceName": null, "alClientDestinationName": null, "sourceDescription": "give me a key", "isActive": false, "dataSharingSourceUID": "e0f3b6ad-ecc9-406b-b2ff-87d2fe431c8b", "isActiveSource": true, "isActiveDestination": true, "lastProcessedSource": null, "lastProcessedDestination": null, "syncStatus": 0, "syncErrors": "", "createdBy": "Ryan.Michel", "createdDate": "2024-03-12T14:25:08.2912727-05:00", "auditedByDisplay": "Ryan.Michel", "auditedDate": null }' operationId: DataSharing_GetBySourceKey parameters: - name: dataSharingSourceUID in: path required: true schema: type: string 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/PortfolioDataSync/DataSharing/Sources/EntityLink/IsActive: get: tags: - PortfolioDataSync/DataSharing operationId: DataSharing_IsEntityDataSharedAsync parameters: - name: entityId in: query required: true schema: type: integer format: int32 - name: entityType in: query 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: ct in: header required: false responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Data sharing is entity data shared async x-summary-source: derived components: schemas: MultipartDataMediaFormatter.Infrastructure.HttpFile: properties: fileName: type: string mediaType: type: string data: $ref: '#/components/schemas/System.Net.Http.StreamContent' xml: name: HttpFile type: object System.Collections.Generic.KeyValuePairOfSystem.StringAndSystem.Collections.Generic.IEnumerableOfSystem.String: properties: key: readOnly: true type: string value: items: type: string readOnly: true type: array xml: name: KeyValuePair`2 type: object OAS.WebApi.DTO.PortfolioDataSync.DataSharingNotificationDto: properties: dataSharingSourceId: type: integer format: int32 userId: type: integer format: int32 isAlertSource: type: boolean isAlertDestination: type: boolean isAlertMapping: type: boolean isEmailAlert: type: boolean isNotificationCenterAlert: type: boolean auditedDate: type: string format: date-time auditedByDisplay: type: string xml: name: DataSharingNotificationDto type: object OAS.WebApi.DTO.PortfolioDataSync.DataSharingSourceDto: properties: id: type: integer format: int32 alClientSourceId: type: integer format: int32 alClientDestinationId: type: integer format: int32 alClientSourceName: type: string alClientDestinationName: type: string sourceDescription: type: string isActive: type: boolean dataSharingSourceUID: example: 00000000-0000-0000-0000-000000000000 type: string format: uuid firstErroredMapping: type: string format: date-time firstErroredDestination: type: string format: date-time firstErroredSource: type: string format: date-time lastProcessedSource: type: string format: date-time lastProcessedDestination: type: string format: date-time createdBy: type: string createdDate: type: string format: date-time xml: name: DataSharingSourceDto type: object OAS.WebApi.DTO.ValidateImport.ValidateFileImportDto: description: import file DTO for validating imports properties: file: $ref: '#/components/schemas/MultipartDataMediaFormatter.Infrastructure.HttpFile' description: the imported file xml: name: ValidateFileImportDto type: object OAS.WebApi.DTO.PortfolioDataSync.DataSharingEntityMapDto: properties: dataSharingSourceId: type: integer format: int32 entityEnum: type: integer format: int32 entitySource: type: integer format: int32 entityDescriptionSource: type: string entityInfoSourceJSON: type: string entityDestination: type: integer format: int32 entityDescriptionDestination: type: string xml: name: DataSharingEntityMapDto type: object OAS.WebApi.DTO.PortfolioDataSync.DataSharingEntitySelectionDto: properties: dataSharingSourceId: type: integer format: int32 entityEnum: type: integer format: int32 entityId: type: integer format: int32 doesEntityExist: type: boolean entityDescription: type: string isInclude: type: boolean createdBy: type: string createdDate: type: string format: date-time xml: name: DataSharingEntitySelectionDto 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 securitySchemes: Authorization: type: apiKey description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"' name: Authorization in: header