openapi: 3.2.0 info: version: V1 title: Orion Connect Reporting/Deliver API x-swagger-net-version: 8.4.12.001 servers: - url: https://api.orionadvisor.com/api tags: - name: Reporting/Deliver paths: /v1/Reporting/Deliver: get: tags: - Reporting/Deliver summary: Gets a list of Deliver templates that the logged in user has access to operationId: Deliver_GetAll responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.DeliverDto' xml: name: DeliverDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.DeliverDto' xml: name: DeliverDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.DeliverDto' xml: name: DeliverDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.DeliverDto' xml: name: DeliverDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.DeliverDto' xml: name: DeliverDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.DeliverDto' xml: name: DeliverDto wrapped: true type: array security: - Authorization: [] /v1/Reporting/Deliver/{databaseName}/AdvisorEmail/{filepath}: get: tags: - Reporting/Deliver operationId: Deliver_GetAdvisorEmailImageAsync parameters: - name: databaseName in: path required: true schema: type: string - name: filepath in: path required: true schema: type: string - name: preview in: query required: false schema: type: boolean default: false - name: cancellationToken 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: Deliver get advisor email image async x-summary-source: derived /v1/Reporting/Deliver/{key}: get: tags: - Reporting/Deliver summary: Gets the Deliver template with the provided key. operationId: Deliver_GetByKey parameters: - name: key in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.DeliverDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.DeliverDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.DeliverDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.DeliverDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.DeliverDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.DeliverDto' security: - Authorization: [] /v1/Reporting/Deliver/{key}/Action/Download/{sentEmailId}: get: tags: - Reporting/Deliver operationId: Deliver_DownloadSentEmailAsync parameters: - name: key in: path required: true schema: type: integer format: int32 - name: sentEmailId in: path required: true schema: type: integer format: int32 - name: cancellationToken in: header required: true - name: preview 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: [] summary: Deliver download sent email async x-summary-source: derived /v1/Reporting/Deliver/{key}/Action/Render/{entityId}: get: tags: - Reporting/Deliver operationId: Deliver_RenderTemplateForEntityAsync parameters: - name: key in: path required: true schema: type: integer format: int32 - name: entityId in: path required: true schema: type: integer format: int32 - name: cancellationToken in: header required: true - name: preview in: query required: false schema: type: boolean default: true responses: '200': description: OK content: text/html: schema: $ref: '#/components/schemas/OAS.DataModel.Reporting.Deliver.AdvisorRenderedEmailDto' application/xhtml: schema: $ref: '#/components/schemas/OAS.DataModel.Reporting.Deliver.AdvisorRenderedEmailDto' application/xhtml+xml: schema: $ref: '#/components/schemas/OAS.DataModel.Reporting.Deliver.AdvisorRenderedEmailDto' text/plain: schema: $ref: '#/components/schemas/OAS.DataModel.Reporting.Deliver.AdvisorRenderedEmailDto' application/json: schema: $ref: '#/components/schemas/OAS.DataModel.Reporting.Deliver.AdvisorRenderedEmailDto' text/json: schema: $ref: '#/components/schemas/OAS.DataModel.Reporting.Deliver.AdvisorRenderedEmailDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataModel.Reporting.Deliver.AdvisorRenderedEmailDto' security: - Authorization: [] summary: Deliver render template for entity async x-summary-source: derived /v1/Reporting/Deliver/{key}/Action/SendTestEmail/{entityId}: post: tags: - Reporting/Deliver operationId: Deliver_SendTestEmailAsync parameters: - name: key in: path required: true schema: type: integer format: int32 - name: entityId in: path 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: 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: Deliver send test email async x-summary-source: derived /v1/Reporting/Deliver/Email/{blobId}: get: tags: - Reporting/Deliver operationId: DeliverEmail_GetEmailSent parameters: - name: blobId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Deliver email get email sent x-summary-source: derived /v1/Reporting/Deliver/Email/{dateSent}/ByDate: get: tags: - Reporting/Deliver operationId: DeliverEmail_GetSendEmailsByDate parameters: - name: dateSent in: path required: true schema: type: string format: date-time responses: '200': description: OK content: text/plain: schema: items: type: object type: array application/json: schema: items: type: object type: array text/json: schema: items: type: object type: array application/xml: schema: items: type: object type: array text/xml: schema: items: type: object type: array multipart/form-data: schema: items: type: object type: array security: - Authorization: [] summary: Deliver email get send emails by date x-summary-source: derived /v1/Reporting/Deliver/Email/{emailId}/Sent: get: tags: - Reporting/Deliver summary: Get all emails that have been sent given an emailId operationId: DeliverEmail_GetSentEmails parameters: - name: emailId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.AdvisorEmailSentDto' xml: name: AdvisorEmailSentDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.AdvisorEmailSentDto' xml: name: AdvisorEmailSentDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.AdvisorEmailSentDto' xml: name: AdvisorEmailSentDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.AdvisorEmailSentDto' xml: name: AdvisorEmailSentDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.AdvisorEmailSentDto' xml: name: AdvisorEmailSentDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.AdvisorEmailSentDto' xml: name: AdvisorEmailSentDto wrapped: true type: array security: - Authorization: [] /v1/Reporting/Deliver/Email/ByDate: get: tags: - Reporting/Deliver summary: Deliver email get sent emails grouped by date operationId: DeliverEmail_GetSentEmailsGroupedByDate responses: '200': description: OK content: text/plain: schema: items: type: object type: array application/json: schema: items: type: object type: array text/json: schema: items: type: object type: array application/xml: schema: items: type: object type: array text/xml: schema: items: type: object type: array multipart/form-data: schema: items: type: object type: array security: - Authorization: [] x-summary-source: derived /v1/Reporting/Deliver/Email/Groups: get: tags: - Reporting/Deliver operationId: DeliverEmailGroups_GetEmailGroups parameters: - name: entity in: query 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: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.WebEntityGroupDto' xml: name: WebEntityGroupDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.WebEntityGroupDto' xml: name: WebEntityGroupDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.WebEntityGroupDto' xml: name: WebEntityGroupDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.WebEntityGroupDto' xml: name: WebEntityGroupDto wrapped: true type: array security: - Authorization: [] summary: Deliver email groups get email groups x-summary-source: derived post: tags: - Reporting/Deliver operationId: DeliverEmailGroups_AddEmailGroup responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.WebEntityGroupDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.WebEntityGroupDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.WebEntityGroupDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.WebEntityGroupDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.WebEntityGroupDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.WebEntityGroupDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.WebEntityGroupDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.WebEntityGroupDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.WebEntityGroupDto' required: true summary: Deliver email groups add email group x-summary-source: derived /v1/Reporting/Deliver/Email/Groups/{key}: get: tags: - Reporting/Deliver operationId: DeliverEmailGroups_GetEmailGroupById parameters: - name: key in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.WebEntityGroupDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.WebEntityGroupDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.WebEntityGroupDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.WebEntityGroupDto' security: - Authorization: [] summary: Deliver email groups get email group by id x-summary-source: derived put: tags: - Reporting/Deliver operationId: DeliverEmailGroups_UpdateEmailGroup parameters: - name: key in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.WebEntityGroupDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.WebEntityGroupDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.WebEntityGroupDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.WebEntityGroupDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.WebEntityGroupDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.WebEntityGroupDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.WebEntityGroupDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.WebEntityGroupDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.WebEntityGroupDto' required: true summary: Deliver email groups update email group x-summary-source: derived delete: tags: - Reporting/Deliver operationId: DeliverEmailGroups_DeleteEmailGroup parameters: - name: key in: path required: true schema: type: integer format: int32 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: [] summary: Deliver email groups delete email group x-summary-source: derived /v1/Reporting/Deliver/Email/Groups/{key}/Selected: get: tags: - Reporting/Deliver operationId: DeliverEmailGroups_GetSelectedEmails parameters: - name: key in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: type: object type: array application/json: schema: items: type: object type: array text/json: schema: items: type: object type: array application/xml: schema: items: type: object type: array text/xml: schema: items: type: object type: array multipart/form-data: schema: items: type: object type: array security: - Authorization: [] summary: Deliver email groups get selected emails x-summary-source: derived /v1/Reporting/Deliver/Emails: get: tags: - Reporting/Deliver summary: Get all Deliver Sents operationId: DeliverInstanceEmails_GetAsync parameters: - name: cancellationToken in: header required: true - name: deliverId in: query description: Optional. Default is null. When specified, the results will be filtered by deliverId required: false schema: type: integer format: int32 - name: triggerId in: query description: Optional. Default is null. When specified, the results will be filtered by triggerId required: false schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverEmailDto' xml: name: DeliverEmailDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverEmailDto' xml: name: DeliverEmailDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverEmailDto' xml: name: DeliverEmailDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverEmailDto' xml: name: DeliverEmailDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverEmailDto' xml: name: DeliverEmailDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverEmailDto' xml: name: DeliverEmailDto wrapped: true type: array security: - Authorization: [] /v1/Reporting/Deliver/Emails/{key}: get: tags: - Reporting/Deliver summary: Gets the Deliver Sent that has the provided key. operationId: DeliverInstanceEmails_GetEntityByKeyAsync parameters: - name: cancellationToken in: header required: true - name: key in: path description: Key of the desired return object. required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverEmailDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverEmailDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverEmailDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverEmailDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverEmailDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverEmailDto' security: - Authorization: [] /v1/Reporting/Deliver/Emails/{key}/Action/Download/Html: get: tags: - Reporting/Deliver operationId: DeliverInstanceEmails_DownloadEmailHtmlAsync parameters: - name: ct in: header required: true - name: key in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Deliver instance emails download email html async x-summary-source: derived /v1/Reporting/Deliver/Emails/{key}/Action/Download/Pdf: get: tags: - Reporting/Deliver operationId: DeliverInstanceEmails_DownloadEmailPdfAsync parameters: - name: ct in: header required: true - name: key in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Deliver instance emails download email pdf async x-summary-source: derived /v1/Reporting/Deliver/Emails/Action/Download: post: tags: - Reporting/Deliver summary: Used to set up a download request to get the stored deliver sent items… operationId: DeliverInstanceEmails_PrepareDownloadSentsAsync parameters: - name: ct in: header description: Cancellation token required: true - name: format in: query description: 'Optional. Default: PDF. Whether the download should contain Pdf or Html files.' required: false schema: type: string enum: - Xml - 'Null' - Csv - Image - PDF - Html - Html40 - Html32 - Mhtml - Excel - ExcelX - HtmlOwc - Json - CustomImport default: 4 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 description: Only the deliver sent items included will be prepared for download. required: true /v1/Reporting/Deliver/Emails/Action/Download/{sessionId}: get: tags: - Reporting/Deliver summary: Used to actually download the group of deliver sent items (as a zip file) that… operationId: DeliverInstanceEmails_DownloadReportsAsync parameters: - name: sessionId in: path description: The identifier for a specific deliver sent download session. required: true schema: type: string format: uuid - 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: [] /v1/Reporting/Deliver/Emails/Action/Regenerate: post: tags: - Reporting/Deliver summary: Used to regenerate [successfully generated], [not generated], and [errored]… operationId: DeliverInstanceEmails_RegenerateAsync parameters: - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: items: type: integer format: int32 type: array application/json: schema: items: type: integer format: int32 type: array text/json: schema: items: type: integer format: int32 type: array application/xml: schema: items: type: integer format: int32 type: array text/xml: schema: items: type: integer format: int32 type: array multipart/form-data: schema: items: type: integer format: int32 type: array security: - Authorization: [] requestBody: content: text/plain: schema: items: type: integer format: int32 type: array application/json: schema: items: type: integer format: int32 type: array text/json: schema: items: type: integer format: int32 type: array application/xml: schema: items: type: integer format: int32 type: array text/xml: schema: items: type: integer format: int32 type: array application/x-www-form-urlencoded: schema: items: type: integer format: int32 type: array multipart/form-data: schema: items: type: integer format: int32 type: array description: The deliver sent items included will be updated. required: true /v1/Reporting/Deliver/Emails/Action/Resend: post: tags: - Reporting/Deliver summary: Used to resend any email that previosly failed when it attempted to send operationId: DeliverInstanceEmails_ResendAsync parameters: - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: items: type: integer format: int32 type: array application/json: schema: items: type: integer format: int32 type: array text/json: schema: items: type: integer format: int32 type: array application/xml: schema: items: type: integer format: int32 type: array text/xml: schema: items: type: integer format: int32 type: array multipart/form-data: schema: items: type: integer format: int32 type: array security: - Authorization: [] requestBody: content: text/plain: schema: items: type: integer format: int32 type: array application/json: schema: items: type: integer format: int32 type: array text/json: schema: items: type: integer format: int32 type: array application/xml: schema: items: type: integer format: int32 type: array text/xml: schema: items: type: integer format: int32 type: array application/x-www-form-urlencoded: schema: items: type: integer format: int32 type: array multipart/form-data: schema: items: type: integer format: int32 type: array description: The deliver sent items included will be updated. required: true /v1/Reporting/Deliver/Emails/Action/Reviewed: post: tags: - Reporting/Deliver summary: Used to update a set of emails in pending review status to either allow them to… operationId: DeliverInstanceEmails_ReviewedAsync parameters: - name: cancellationToken in: header required: true - name: allowSend in: query description: Whether the items should be allowed to send or not. required: true schema: type: boolean responses: '200': description: OK content: text/plain: schema: items: type: integer format: int32 type: array application/json: schema: items: type: integer format: int32 type: array text/json: schema: items: type: integer format: int32 type: array application/xml: schema: items: type: integer format: int32 type: array text/xml: schema: items: type: integer format: int32 type: array multipart/form-data: schema: items: type: integer format: int32 type: array security: - Authorization: [] requestBody: content: text/plain: schema: items: type: integer format: int32 type: array application/json: schema: items: type: integer format: int32 type: array text/json: schema: items: type: integer format: int32 type: array application/xml: schema: items: type: integer format: int32 type: array text/xml: schema: items: type: integer format: int32 type: array application/x-www-form-urlencoded: schema: items: type: integer format: int32 type: array multipart/form-data: schema: items: type: integer format: int32 type: array description: The deliver sent items included will be updated. required: true /v1/Reporting/Deliver/Emails/List: post: tags: - Reporting/Deliver summary: Returns a list of Deliver Sents that are found for the list of Id's posted in… operationId: DeliverInstanceEmails_GetListByIdAsync parameters: - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverEmailDto' xml: name: DeliverEmailDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverEmailDto' xml: name: DeliverEmailDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverEmailDto' xml: name: DeliverEmailDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverEmailDto' xml: name: DeliverEmailDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverEmailDto' xml: name: DeliverEmailDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverEmailDto' xml: name: DeliverEmailDto wrapped: true type: array security: - Authorization: [] requestBody: content: text/plain: schema: items: type: integer format: int32 type: array application/json: schema: items: type: integer format: int32 type: array text/json: schema: items: type: integer format: int32 type: array application/x-www-form-urlencoded: schema: items: type: integer format: int32 type: array multipart/form-data: schema: items: type: integer format: int32 type: array description: Array of Deliver Sent ID's required: true /v1/Reporting/Deliver/Emails/List/Id: post: tags: - Reporting/Deliver summary: Returns a list of Deliver Sents that are found for the list of Id's posted in… operationId: DeliverInstanceEmails_PostV1ReportingDeliverEmailsListId parameters: - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverEmailDto' xml: name: DeliverEmailDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverEmailDto' xml: name: DeliverEmailDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverEmailDto' xml: name: DeliverEmailDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverEmailDto' xml: name: DeliverEmailDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverEmailDto' xml: name: DeliverEmailDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverEmailDto' xml: name: DeliverEmailDto wrapped: true type: array security: - Authorization: [] requestBody: content: text/plain: schema: items: type: integer format: int32 type: array application/json: schema: items: type: integer format: int32 type: array text/json: schema: items: type: integer format: int32 type: array application/x-www-form-urlencoded: schema: items: type: integer format: int32 type: array multipart/form-data: schema: items: type: integer format: int32 type: array description: Array of Deliver Sent ID's required: true /v1/Reporting/Deliver/Instances: get: tags: - Reporting/Deliver summary: Get all Deliver Templates operationId: DeliverInstances_GetAsync parameters: - name: cancellationToken in: header required: true - name: isActive in: query description: Optional. Default is null. When specified, the results will be filtered be isActive required: false schema: type: boolean responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceDto' xml: name: DeliverInstanceDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceDto' xml: name: DeliverInstanceDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceDto' xml: name: DeliverInstanceDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceDto' xml: name: DeliverInstanceDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceDto' xml: name: DeliverInstanceDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceDto' xml: name: DeliverInstanceDto wrapped: true type: array security: - Authorization: [] /v1/Reporting/Deliver/Instances/{key}: get: tags: - Reporting/Deliver summary: Gets the Deliver Template that has the provided key. operationId: DeliverInstances_GetEntityByKeyAsync parameters: - name: cancellationToken in: header required: true - name: key in: path description: Key of the desired return object. required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceDto' security: - Authorization: [] /v1/Reporting/Deliver/Instances/{key}/Action/EmailPreview: post: tags: - Reporting/Deliver summary: Used to preview an email version of a report based on the selected Deliver… operationId: DeliverInstances_GetReportEmailPreviewAsync parameters: - name: key in: path description: Key of the desired Deliver instance. required: true schema: type: integer format: int32 - name: cancellationToken in: header description: CancellationToken for async 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.DataModel.Reporting.Deliver.DeliverTestPayload' application/json: schema: $ref: '#/components/schemas/OAS.DataModel.Reporting.Deliver.DeliverTestPayload' text/json: schema: $ref: '#/components/schemas/OAS.DataModel.Reporting.Deliver.DeliverTestPayload' application/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Reporting.Deliver.DeliverTestPayload' text/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Reporting.Deliver.DeliverTestPayload' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.DataModel.Reporting.Deliver.DeliverTestPayload' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataModel.Reporting.Deliver.DeliverTestPayload' description: A payload used to generate the test report. required: true /v1/Reporting/Deliver/Instances/{key}/Action/EmailTestSend: post: tags: - Reporting/Deliver summary: Used to send a test email of a report based on the selected Deliver instance operationId: DeliverInstances_SendReportTestEmailAsync parameters: - name: key in: path description: Key of the desired Deliver instance. required: true schema: type: integer format: int32 - name: cancellationToken in: header description: CancellationToken for async 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.DataModel.Reporting.Deliver.DeliverTestPayload' application/json: schema: $ref: '#/components/schemas/OAS.DataModel.Reporting.Deliver.DeliverTestPayload' text/json: schema: $ref: '#/components/schemas/OAS.DataModel.Reporting.Deliver.DeliverTestPayload' application/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Reporting.Deliver.DeliverTestPayload' text/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Reporting.Deliver.DeliverTestPayload' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.DataModel.Reporting.Deliver.DeliverTestPayload' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataModel.Reporting.Deliver.DeliverTestPayload' description: A payload used to generate the test report. required: true /v1/Reporting/Deliver/Instances/List: post: tags: - Reporting/Deliver summary: Returns a list of Deliver Templates that are found for the list of Id's posted… operationId: DeliverInstances_GetListByIdAsync parameters: - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceDto' xml: name: DeliverInstanceDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceDto' xml: name: DeliverInstanceDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceDto' xml: name: DeliverInstanceDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceDto' xml: name: DeliverInstanceDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceDto' xml: name: DeliverInstanceDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceDto' xml: name: DeliverInstanceDto wrapped: true type: array security: - Authorization: [] requestBody: content: text/plain: schema: items: type: integer format: int32 type: array application/json: schema: items: type: integer format: int32 type: array text/json: schema: items: type: integer format: int32 type: array application/x-www-form-urlencoded: schema: items: type: integer format: int32 type: array multipart/form-data: schema: items: type: integer format: int32 type: array description: Array of Deliver Template ID's required: true /v1/Reporting/Deliver/Instances/List/Id: post: tags: - Reporting/Deliver summary: Returns a list of Deliver Templates that are found for the list of Id's posted… operationId: DeliverInstances_PostV1ReportingDeliverInstancesListId parameters: - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceDto' xml: name: DeliverInstanceDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceDto' xml: name: DeliverInstanceDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceDto' xml: name: DeliverInstanceDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceDto' xml: name: DeliverInstanceDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceDto' xml: name: DeliverInstanceDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceDto' xml: name: DeliverInstanceDto wrapped: true type: array security: - Authorization: [] requestBody: content: text/plain: schema: items: type: integer format: int32 type: array application/json: schema: items: type: integer format: int32 type: array text/json: schema: items: type: integer format: int32 type: array application/x-www-form-urlencoded: schema: items: type: integer format: int32 type: array multipart/form-data: schema: items: type: integer format: int32 type: array description: Array of Deliver Template ID's required: true /v1/Reporting/Deliver/Instances/Verbose: get: tags: - Reporting/Deliver operationId: DeliverInstances_GetVerboseAsync parameters: - name: cancellationToken in: header required: true - name: isActive in: query required: false schema: type: boolean - name: expand in: query required: false style: form explode: true schema: type: array items: type: string enum: - None - Template - Email - ReportOptions - Triggers - Groups - All responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseDto' xml: name: DeliverInstanceVerboseDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseDto' xml: name: DeliverInstanceVerboseDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseDto' xml: name: DeliverInstanceVerboseDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseDto' xml: name: DeliverInstanceVerboseDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseDto' xml: name: DeliverInstanceVerboseDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseDto' xml: name: DeliverInstanceVerboseDto wrapped: true type: array security: - Authorization: [] summary: Deliver instances get verbose async x-summary-source: derived post: tags: - Reporting/Deliver summary: Inserts a Deliver template operationId: DeliverInstances_CreateVerboseDeliverInstanceAsync parameters: - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseDto' required: true /v1/Reporting/Deliver/Instances/Verbose/{key}: get: tags: - Reporting/Deliver operationId: DeliverInstances_GetVerboseByKeyAsync parameters: - name: cancellationToken in: header required: true - name: key in: path required: true schema: type: integer format: int32 - name: expand in: query required: false style: form explode: true schema: type: array items: type: string enum: - None - Template - Email - ReportOptions - Triggers - Groups - All responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseDto' security: - Authorization: [] summary: Deliver instances get verbose by key async x-summary-source: derived put: tags: - Reporting/Deliver summary: Updates a Deliver template operationId: DeliverInstances_UpdateVerboseDeliverInstanceAsync parameters: - name: cancellationToken in: header required: true - name: key in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseDto' required: true delete: tags: - Reporting/Deliver summary: Deletes an existing Deliver Instance operationId: DeliverInstances_DeleteAsync parameters: - name: cancellationToken in: header required: true - name: key in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] /v1/Reporting/Deliver/Instances/Verbose/New: get: tags: - Reporting/Deliver summary: Returns a blank Deliver template operationId: DeliverInstances_GetNewVerboseAsync parameters: - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseDto' security: - Authorization: [] /v1/Reporting/Deliver/Sections: get: tags: - Reporting/Deliver operationId: Deliver_GetAvailableSections parameters: - name: entity in: query 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: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.AdvisorEmailSectionDto' xml: name: AdvisorEmailSectionDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.AdvisorEmailSectionDto' xml: name: AdvisorEmailSectionDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.AdvisorEmailSectionDto' xml: name: AdvisorEmailSectionDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.AdvisorEmailSectionDto' xml: name: AdvisorEmailSectionDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.AdvisorEmailSectionDto' xml: name: AdvisorEmailSectionDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.AdvisorEmailSectionDto' xml: name: AdvisorEmailSectionDto wrapped: true type: array security: - Authorization: [] summary: Deliver get available sections x-summary-source: derived /v1/Reporting/Deliver/Triggers: get: tags: - Reporting/Deliver summary: Get all Deliver Triggers operationId: DeliverTriggers_GetAsync parameters: - name: cancellationToken in: header required: true - name: isActive in: query description: Optional. Default is null. When specified, the results will be filtered by isActive required: false schema: type: boolean responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverTriggerDto' xml: name: DeliverTriggerDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverTriggerDto' xml: name: DeliverTriggerDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverTriggerDto' xml: name: DeliverTriggerDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverTriggerDto' xml: name: DeliverTriggerDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverTriggerDto' xml: name: DeliverTriggerDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverTriggerDto' xml: name: DeliverTriggerDto wrapped: true type: array security: - Authorization: [] /v1/Reporting/Deliver/Triggers/{key}: get: tags: - Reporting/Deliver summary: Gets the Deliver Trigger that has the provided key. operationId: DeliverTriggers_GetEntityByKeyAsync parameters: - name: cancellationToken in: header required: true - name: key in: path description: Key of the desired return object. required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverTriggerDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverTriggerDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverTriggerDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverTriggerDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverTriggerDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverTriggerDto' security: - Authorization: [] /v1/Reporting/Deliver/Triggers/Display: get: tags: - Reporting/Deliver summary: Get all Deliver Triggers operationId: DeliverTriggers_GetTriggersAsync parameters: - name: cancellationToken in: header required: true - name: isActive in: query description: Optional. Default is null. When specified, the results will be filtered by isActive required: false schema: type: boolean responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverTriggersDisplayDto' xml: name: DeliverTriggersDisplayDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverTriggersDisplayDto' xml: name: DeliverTriggersDisplayDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverTriggersDisplayDto' xml: name: DeliverTriggersDisplayDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverTriggersDisplayDto' xml: name: DeliverTriggersDisplayDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverTriggersDisplayDto' xml: name: DeliverTriggersDisplayDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverTriggersDisplayDto' xml: name: DeliverTriggersDisplayDto wrapped: true type: array security: - Authorization: [] /v1/Reporting/Deliver/Triggers/List: post: tags: - Reporting/Deliver summary: Returns a list of Deliver Triggers that are found for the list of Id's posted… operationId: DeliverTriggers_GetListByIdAsync parameters: - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverTriggerDto' xml: name: DeliverTriggerDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverTriggerDto' xml: name: DeliverTriggerDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverTriggerDto' xml: name: DeliverTriggerDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverTriggerDto' xml: name: DeliverTriggerDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverTriggerDto' xml: name: DeliverTriggerDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverTriggerDto' xml: name: DeliverTriggerDto wrapped: true type: array security: - Authorization: [] requestBody: content: text/plain: schema: items: type: integer format: int32 type: array application/json: schema: items: type: integer format: int32 type: array text/json: schema: items: type: integer format: int32 type: array application/x-www-form-urlencoded: schema: items: type: integer format: int32 type: array multipart/form-data: schema: items: type: integer format: int32 type: array description: Array of Deliver Trigger ID's required: true /v1/Reporting/Deliver/Triggers/List/Id: post: tags: - Reporting/Deliver summary: Returns a list of Deliver Triggers that are found for the list of Id's posted… operationId: DeliverTriggers_PostV1ReportingDeliverTriggersListId parameters: - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverTriggerDto' xml: name: DeliverTriggerDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverTriggerDto' xml: name: DeliverTriggerDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverTriggerDto' xml: name: DeliverTriggerDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverTriggerDto' xml: name: DeliverTriggerDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverTriggerDto' xml: name: DeliverTriggerDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverTriggerDto' xml: name: DeliverTriggerDto wrapped: true type: array security: - Authorization: [] requestBody: content: text/plain: schema: items: type: integer format: int32 type: array application/json: schema: items: type: integer format: int32 type: array text/json: schema: items: type: integer format: int32 type: array application/x-www-form-urlencoded: schema: items: type: integer format: int32 type: array multipart/form-data: schema: items: type: integer format: int32 type: array description: Array of Deliver Trigger ID's required: true /v1/Reporting/Deliver/Verbose: get: tags: - Reporting/Deliver operationId: Deliver_GetVerbose parameters: - name: expand in: query required: false style: form explode: true schema: type: array items: type: string enum: - None - Template - Sections - EmailSent - All responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.AdvisorEmailVerboseDto' xml: name: AdvisorEmailVerboseDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.AdvisorEmailVerboseDto' xml: name: AdvisorEmailVerboseDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.AdvisorEmailVerboseDto' xml: name: AdvisorEmailVerboseDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.AdvisorEmailVerboseDto' xml: name: AdvisorEmailVerboseDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.AdvisorEmailVerboseDto' xml: name: AdvisorEmailVerboseDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.AdvisorEmailVerboseDto' xml: name: AdvisorEmailVerboseDto wrapped: true type: array security: - Authorization: [] summary: Deliver get verbose x-summary-source: derived post: tags: - Reporting/Deliver summary: Creates a new Deliver template operationId: Deliver_CreateVerboseAdvisorEmail responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.AdvisorEmailVerboseDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.AdvisorEmailVerboseDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.AdvisorEmailVerboseDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.AdvisorEmailVerboseDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.AdvisorEmailVerboseDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.AdvisorEmailVerboseDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.AdvisorEmailVerboseDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.AdvisorEmailVerboseDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.AdvisorEmailVerboseDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.AdvisorEmailVerboseDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.AdvisorEmailVerboseDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.AdvisorEmailVerboseDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.AdvisorEmailVerboseDto' required: true /v1/Reporting/Deliver/Verbose/{key}: get: tags: - Reporting/Deliver operationId: Deliver_GetVerboseByKey parameters: - name: key in: path required: true schema: type: integer format: int32 - name: expand in: query required: false style: form explode: true schema: type: array items: type: string enum: - None - Template - Sections - EmailSent - All responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.AdvisorEmailVerboseDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.AdvisorEmailVerboseDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.AdvisorEmailVerboseDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.AdvisorEmailVerboseDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.AdvisorEmailVerboseDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.AdvisorEmailVerboseDto' security: - Authorization: [] summary: Deliver get verbose by key x-summary-source: derived put: tags: - Reporting/Deliver summary: Updates a Deliver template operationId: Deliver_UpdateVerboseAdvisorEmail parameters: - name: key in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.AdvisorEmailVerboseDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.AdvisorEmailVerboseDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.AdvisorEmailVerboseDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.AdvisorEmailVerboseDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.AdvisorEmailVerboseDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.AdvisorEmailVerboseDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.AdvisorEmailVerboseDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.AdvisorEmailVerboseDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.AdvisorEmailVerboseDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.AdvisorEmailVerboseDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.AdvisorEmailVerboseDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.AdvisorEmailVerboseDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.AdvisorEmailVerboseDto' required: true delete: tags: - Reporting/Deliver operationId: Deliver_DeleteVerboseAdvisorEmail parameters: - name: key in: path required: true schema: type: integer format: int32 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: [] summary: Deliver delete verbose advisor email x-summary-source: derived components: schemas: OAS.WebApi.DTO.Reporting.Deliver.DeliverTriggersDisplayDto: properties: id: type: integer format: int32 deliverId: type: integer format: int32 deliverName: type: string nextSendDate: type: string format: date-time isActive: type: boolean sentItemsCount: type: integer format: int32 xml: name: DeliverTriggersDisplayDto type: object OAS.DataModel.Reporting.ReportOption: required: - id - $type properties: id: type: string $type: readOnly: true type: string optionGuid: example: 00000000-0000-0000-0000-000000000000 type: string format: uuid optionId: type: integer format: int32 isDisabled: type: boolean isGlobal: type: boolean isIgnored: type: boolean name: type: string useInception: type: boolean prompt: type: string enum: - Never - Always xml: name: ReportOption type: object OAS.WebApi.DTO.Reporting.AdvisorEmailTemplateDto: properties: id: type: integer format: int32 userId: type: integer format: int32 groupSendToId: type: integer format: int32 public: type: boolean name: type: string entity: type: string enum: - Undefined - Payee - BrokerDealer - Wholesaler - Representative - Client - Registration - Account - Asset - Product - Transaction - Distribution - FundFamily - Personal - PayoutSchedule - FeeSchedule - Platform - RIA - Custodian - Journal - SWP - Other - NASD - CashFunding - Bill - BillInstance - BillMasterPayout - Model - NewAccountClient - NewAccountReg - DownloadExclusion - Price - UserDefinedFields - NewAcctUserDef - ManagersMessage - IndexEntry - PerformanceFee - PerformancePayout - NewAccountAsset - Owner - Administrator - OutsideClient - SubAdvisor - ModelRange - FaxCover - Fax - OneTimeDistribution - WebLogin - Plan401k - BillAccountItem - ThirdPartyAdministrator - CrmContact - Participant - PlanSponsor - CRMEmailList - ThirdParty - WorkflowItem - WorkflowAction - ServiceAccount - EntityOption - HouseholdMember - DownloadSymbol - IndexBlend - NABenefit - AggregateModel - CompositeRange - RepAccountManager - ScriptsScrubs - ServiceAccountBrokerDealer - BusinessLine - Blob - AssetClass - ServiceAccountLite - NewAcctUserDefDtl - Branch - AssetLevelStrategy - Report - DataQueries - PriceUnUsed - ModelItem - AssetCategory - RiskCategory - PlatformRange - Dividend - RegistrationType - CustodianCommon - RepState - QpeDashboard - ReportBatch - ModelGroup - ShareClass - DownloadFile - User - DynamicGrouping - ProductType - ProductSubType - InvestmentObjective - PortfolioGroup - OrionRealizedLot - OrionUnrealizedLot - CustodianRealizedLot - CustodianUnrealizedLot - AssetCategoryParent - TaxType - AuditRequest - AuditRequestLetter - ManagedUnmanaged - AuditRowAttachment - InformPolicy - InformAnswerAttachment - UserDetail - BillPayMethod - ModelInclusion - CommunityModel - EclipseModel - Global - ClientCategory - Taxability - Qualified - TaxID - BondState - ProductTaxability - TargetAllocation - RIATable - ProductRegion - ProductPropertyType - ProductManagerAip - MoodyRating - SPRating - BondMaturityYear - InterestRate - RegistrationTaxType - MaturityPeriod - NewHousehold - BillPayoutDashboardPayment - OptionLevel - MarginAgreement - PrimeBrokerage - InformHistoricalDocument - SleeveStrategyAggregate - MorningstarSector - BillEntity - SleeveStrategy - MorningstarGeography - GenericProspect - BillEntityType - AdditionalRep - BillPayoutReport - ProductSubHolding - DownloadSource - ModelVsActual - ProductVintageYear - EclipsePortfolio - Country - Currency - SecurityClassification1 - SecurityClassification2 - SecurityClassification3 - SecurityClassification4 - SecurityClassification5 - SecurityClassification6 - SecurityClassification7 - SecurityClassification8 - SecurityClassification9 - SecurityClassification10 - SecurityClassification11 - SecurityClassification12 - SecurityClassification13 - SecurityClassification14 - SecurityClassification15 - SecurityClassification16 - SecurityClassification17 - SecurityClassification18 - SecurityClassification19 - SecurityClassification20 - SecurityClassification21 - SecurityClassification22 - SecurityClassification23 - SecurityClassification24 - SecurityClassification25 - DownloadRecord - CustomGrouping - Cotenant - AllocatedUnrealizedCostBasis - AllocatedRealizedCostBasis fromEmail: type: string bccEmail: type: string subject: type: string twitterId: type: string facebookUrl: type: string linkedInUrl: type: string showLoginLink: type: boolean period: type: string enum: - Period - LastWeek - LastMonth - LastQtd - LastYear - MTD - QTD - YTD - OneYear - ThreeYear - FiveYear - TenYear - Inception periodStartDate: type: string format: date-time periodEndDate: type: string format: date-time scheduleActive: type: boolean scheduleStartDate: type: string format: date-time scheduleType: type: string enum: - Weekly - Monthly - Quarterly - Yearly - OnDemand scheduleWeekDay: type: string enum: - Sunday - Monday - Tuesday - Wednesday - Thursday - Friday - Saturday scheduleMonthDay: type: integer format: int32 scheduleQuarterOnMonth: type: integer format: int32 scheduleQuarterOnDay: type: integer format: int32 scheduleYearOnMonth: type: integer format: int32 scheduleYearOnDay: type: integer format: int32 createdBy: type: string createdDate: type: string format: date-time modifiedBy: type: string modifiedDate: type: string format: date-time xml: name: AdvisorEmailTemplateDto type: object OAS.DataModel.Reporting.Deliver.DeliverTestPayload: properties: entity: type: string enum: - Undefined - Payee - BrokerDealer - Wholesaler - Representative - Client - Registration - Account - Asset - Product - Transaction - Distribution - FundFamily - Personal - PayoutSchedule - FeeSchedule - Platform - RIA - Custodian - Journal - SWP - Other - NASD - CashFunding - Bill - BillInstance - BillMasterPayout - Model - NewAccountClient - NewAccountReg - DownloadExclusion - Price - UserDefinedFields - NewAcctUserDef - ManagersMessage - IndexEntry - PerformanceFee - PerformancePayout - NewAccountAsset - Owner - Administrator - OutsideClient - SubAdvisor - ModelRange - FaxCover - Fax - OneTimeDistribution - WebLogin - Plan401k - BillAccountItem - ThirdPartyAdministrator - CrmContact - Participant - PlanSponsor - CRMEmailList - ThirdParty - WorkflowItem - WorkflowAction - ServiceAccount - EntityOption - HouseholdMember - DownloadSymbol - IndexBlend - NABenefit - AggregateModel - CompositeRange - RepAccountManager - ScriptsScrubs - ServiceAccountBrokerDealer - BusinessLine - Blob - AssetClass - ServiceAccountLite - NewAcctUserDefDtl - Branch - AssetLevelStrategy - Report - DataQueries - PriceUnUsed - ModelItem - AssetCategory - RiskCategory - PlatformRange - Dividend - RegistrationType - CustodianCommon - RepState - QpeDashboard - ReportBatch - ModelGroup - ShareClass - DownloadFile - User - DynamicGrouping - ProductType - ProductSubType - InvestmentObjective - PortfolioGroup - OrionRealizedLot - OrionUnrealizedLot - CustodianRealizedLot - CustodianUnrealizedLot - AssetCategoryParent - TaxType - AuditRequest - AuditRequestLetter - ManagedUnmanaged - AuditRowAttachment - InformPolicy - InformAnswerAttachment - UserDetail - BillPayMethod - ModelInclusion - CommunityModel - EclipseModel - Global - ClientCategory - Taxability - Qualified - TaxID - BondState - ProductTaxability - TargetAllocation - RIATable - ProductRegion - ProductPropertyType - ProductManagerAip - MoodyRating - SPRating - BondMaturityYear - InterestRate - RegistrationTaxType - MaturityPeriod - NewHousehold - BillPayoutDashboardPayment - OptionLevel - MarginAgreement - PrimeBrokerage - InformHistoricalDocument - SleeveStrategyAggregate - MorningstarSector - BillEntity - SleeveStrategy - MorningstarGeography - GenericProspect - BillEntityType - AdditionalRep - BillPayoutReport - ProductSubHolding - DownloadSource - ModelVsActual - ProductVintageYear - EclipsePortfolio - Country - Currency - SecurityClassification1 - SecurityClassification2 - SecurityClassification3 - SecurityClassification4 - SecurityClassification5 - SecurityClassification6 - SecurityClassification7 - SecurityClassification8 - SecurityClassification9 - SecurityClassification10 - SecurityClassification11 - SecurityClassification12 - SecurityClassification13 - SecurityClassification14 - SecurityClassification15 - SecurityClassification16 - SecurityClassification17 - SecurityClassification18 - SecurityClassification19 - SecurityClassification20 - SecurityClassification21 - SecurityClassification22 - SecurityClassification23 - SecurityClassification24 - SecurityClassification25 - DownloadRecord - CustomGrouping - Cotenant - AllocatedUnrealizedCostBasis - AllocatedRealizedCostBasis entityIds: items: type: integer format: int32 type: array emailAddresses: items: type: string type: array xml: name: DeliverTestPayload type: object OAS.WebApi.DTO.Reporting.AdvisorEmailSectionOptionValueDto: properties: id: type: integer format: int32 advisorEmailId: type: integer format: int32 advisorEmailSectionId: type: integer format: int32 advisorEmailSectionOptionId: type: integer format: int32 assignedSectionId: type: integer format: int32 optionValue: type: string createdBy: type: string createdDate: type: string format: date-time modifiedBy: type: string modifiedDate: type: string format: date-time xml: name: AdvisorEmailSectionOptionValueDto type: object OAS.WebApi.DTO.Reporting.AdvisorEmailAssignedSectionDto: properties: id: type: integer format: int32 advisorEmailId: type: integer format: int32 advisorEmailSectionId: type: integer format: int32 row: type: integer format: int32 column: type: integer format: int32 createdBy: type: string createdDate: type: string format: date-time modifiedBy: type: string modifiedDate: type: string format: date-time optionValues: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.AdvisorEmailSectionOptionValueDto' xml: name: AdvisorEmailSectionOptionValueDto wrapped: true type: array xml: name: AdvisorEmailAssignedSectionDto type: object OAS.WebApi.DTO.Reporting.Deliver.DeliverTriggerDto: properties: id: type: integer format: int32 deliverId: type: integer format: int32 triggerOption: $ref: '#/components/schemas/OAS.DataAccess.Domains.Reporting.TriggerOption' deliverText: type: string nextSendDate: type: string format: date-time xml: name: DeliverTriggerDto type: object OAS.WebApi.DTO.Reporting.Deliver.AdvisorEmailSentDto: properties: id: type: integer format: int32 advisorEmailId: type: integer format: int32 entityEnum: type: integer format: int32 entityId: type: integer format: int32 blobId: type: integer format: int32 entityName: type: string email: type: string errorsText: type: string createdBy: type: string createdDate: type: string format: date-time dateSent: readOnly: true type: string modifiedBy: type: string modifiedDate: type: string format: date-time xml: name: AdvisorEmailSentDto type: object OAS.WebApi.DTO.Reporting.DeliverDto: properties: id: type: integer format: int32 scheduleActive: type: boolean name: type: string templateBy: type: string entity: type: string enum: - Undefined - Payee - BrokerDealer - Wholesaler - Representative - Client - Registration - Account - Asset - Product - Transaction - Distribution - FundFamily - Personal - PayoutSchedule - FeeSchedule - Platform - RIA - Custodian - Journal - SWP - Other - NASD - CashFunding - Bill - BillInstance - BillMasterPayout - Model - NewAccountClient - NewAccountReg - DownloadExclusion - Price - UserDefinedFields - NewAcctUserDef - ManagersMessage - IndexEntry - PerformanceFee - PerformancePayout - NewAccountAsset - Owner - Administrator - OutsideClient - SubAdvisor - ModelRange - FaxCover - Fax - OneTimeDistribution - WebLogin - Plan401k - BillAccountItem - ThirdPartyAdministrator - CrmContact - Participant - PlanSponsor - CRMEmailList - ThirdParty - WorkflowItem - WorkflowAction - ServiceAccount - EntityOption - HouseholdMember - DownloadSymbol - IndexBlend - NABenefit - AggregateModel - CompositeRange - RepAccountManager - ScriptsScrubs - ServiceAccountBrokerDealer - BusinessLine - Blob - AssetClass - ServiceAccountLite - NewAcctUserDefDtl - Branch - AssetLevelStrategy - Report - DataQueries - PriceUnUsed - ModelItem - AssetCategory - RiskCategory - PlatformRange - Dividend - RegistrationType - CustodianCommon - RepState - QpeDashboard - ReportBatch - ModelGroup - ShareClass - DownloadFile - User - DynamicGrouping - ProductType - ProductSubType - InvestmentObjective - PortfolioGroup - OrionRealizedLot - OrionUnrealizedLot - CustodianRealizedLot - CustodianUnrealizedLot - AssetCategoryParent - TaxType - AuditRequest - AuditRequestLetter - ManagedUnmanaged - AuditRowAttachment - InformPolicy - InformAnswerAttachment - UserDetail - BillPayMethod - ModelInclusion - CommunityModel - EclipseModel - Global - ClientCategory - Taxability - Qualified - TaxID - BondState - ProductTaxability - TargetAllocation - RIATable - ProductRegion - ProductPropertyType - ProductManagerAip - MoodyRating - SPRating - BondMaturityYear - InterestRate - RegistrationTaxType - MaturityPeriod - NewHousehold - BillPayoutDashboardPayment - OptionLevel - MarginAgreement - PrimeBrokerage - InformHistoricalDocument - SleeveStrategyAggregate - MorningstarSector - BillEntity - SleeveStrategy - MorningstarGeography - GenericProspect - BillEntityType - AdditionalRep - BillPayoutReport - ProductSubHolding - DownloadSource - ModelVsActual - ProductVintageYear - EclipsePortfolio - Country - Currency - SecurityClassification1 - SecurityClassification2 - SecurityClassification3 - SecurityClassification4 - SecurityClassification5 - SecurityClassification6 - SecurityClassification7 - SecurityClassification8 - SecurityClassification9 - SecurityClassification10 - SecurityClassification11 - SecurityClassification12 - SecurityClassification13 - SecurityClassification14 - SecurityClassification15 - SecurityClassification16 - SecurityClassification17 - SecurityClassification18 - SecurityClassification19 - SecurityClassification20 - SecurityClassification21 - SecurityClassification22 - SecurityClassification23 - SecurityClassification24 - SecurityClassification25 - DownloadRecord - CustomGrouping - Cotenant - AllocatedUnrealizedCostBasis - AllocatedRealizedCostBasis nextSend: type: string format: date-time fromEmail: type: string bccEmail: type: string groupSendTo: type: string groupSendToId: type: integer format: int32 subject: type: string scheduleStartDate: type: string format: date-time scheduleType: type: string enum: - Weekly - Monthly - Quarterly - Yearly - OnDemand period: type: string enum: - Period - LastWeek - LastMonth - LastQtd - LastYear - MTD - QTD - YTD - OneYear - ThreeYear - FiveYear - TenYear - Inception periodStartDate: type: string format: date-time periodEndDate: type: string format: date-time createdBy: type: string createdDate: type: string format: date-time modifiedBy: type: string modifiedDate: type: string format: date-time emailsSent: type: integer format: int32 userId: type: integer format: int32 twitterId: type: string facebookUrl: type: string linkedInUrl: type: string xml: name: DeliverDto type: object OAS.WebApi.DTO.Reporting.WebEntityGroupDto: properties: id: type: integer format: int32 groupName: type: string groupEntity: 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 groupType: type: integer format: int32 createdBy: type: string includeAll: type: boolean includeExcludeCount: type: integer format: int32 selectedItems: description: Field to allow UI to send down selected items items: type: integer format: int32 type: array xml: name: WebEntityGroupDto type: object OAS.WebApi.DTO.Reporting.Deliver.AdvisorEmailSectionDto: properties: id: type: integer format: int32 name: type: string entity: type: string enum: - Undefined - Payee - BrokerDealer - Wholesaler - Representative - Client - Registration - Account - Asset - Product - Transaction - Distribution - FundFamily - Personal - PayoutSchedule - FeeSchedule - Platform - RIA - Custodian - Journal - SWP - Other - NASD - CashFunding - Bill - BillInstance - BillMasterPayout - Model - NewAccountClient - NewAccountReg - DownloadExclusion - Price - UserDefinedFields - NewAcctUserDef - ManagersMessage - IndexEntry - PerformanceFee - PerformancePayout - NewAccountAsset - Owner - Administrator - OutsideClient - SubAdvisor - ModelRange - FaxCover - Fax - OneTimeDistribution - WebLogin - Plan401k - BillAccountItem - ThirdPartyAdministrator - CrmContact - Participant - PlanSponsor - CRMEmailList - ThirdParty - WorkflowItem - WorkflowAction - ServiceAccount - EntityOption - HouseholdMember - DownloadSymbol - IndexBlend - NABenefit - AggregateModel - CompositeRange - RepAccountManager - ScriptsScrubs - ServiceAccountBrokerDealer - BusinessLine - Blob - AssetClass - ServiceAccountLite - NewAcctUserDefDtl - Branch - AssetLevelStrategy - Report - DataQueries - PriceUnUsed - ModelItem - AssetCategory - RiskCategory - PlatformRange - Dividend - RegistrationType - CustodianCommon - RepState - QpeDashboard - ReportBatch - ModelGroup - ShareClass - DownloadFile - User - DynamicGrouping - ProductType - ProductSubType - InvestmentObjective - PortfolioGroup - OrionRealizedLot - OrionUnrealizedLot - CustodianRealizedLot - CustodianUnrealizedLot - AssetCategoryParent - TaxType - AuditRequest - AuditRequestLetter - ManagedUnmanaged - AuditRowAttachment - InformPolicy - InformAnswerAttachment - UserDetail - BillPayMethod - ModelInclusion - CommunityModel - EclipseModel - Global - ClientCategory - Taxability - Qualified - TaxID - BondState - ProductTaxability - TargetAllocation - RIATable - ProductRegion - ProductPropertyType - ProductManagerAip - MoodyRating - SPRating - BondMaturityYear - InterestRate - RegistrationTaxType - MaturityPeriod - NewHousehold - BillPayoutDashboardPayment - OptionLevel - MarginAgreement - PrimeBrokerage - InformHistoricalDocument - SleeveStrategyAggregate - MorningstarSector - BillEntity - SleeveStrategy - MorningstarGeography - GenericProspect - BillEntityType - AdditionalRep - BillPayoutReport - ProductSubHolding - DownloadSource - ModelVsActual - ProductVintageYear - EclipsePortfolio - Country - Currency - SecurityClassification1 - SecurityClassification2 - SecurityClassification3 - SecurityClassification4 - SecurityClassification5 - SecurityClassification6 - SecurityClassification7 - SecurityClassification8 - SecurityClassification9 - SecurityClassification10 - SecurityClassification11 - SecurityClassification12 - SecurityClassification13 - SecurityClassification14 - SecurityClassification15 - SecurityClassification16 - SecurityClassification17 - SecurityClassification18 - SecurityClassification19 - SecurityClassification20 - SecurityClassification21 - SecurityClassification22 - SecurityClassification23 - SecurityClassification24 - SecurityClassification25 - DownloadRecord - CustomGrouping - Cotenant - AllocatedUnrealizedCostBasis - AllocatedRealizedCostBasis category: type: string categoryIcon: type: string userControlUrl: type: string screenshotUrl: type: string columnSpan: type: integer format: int32 optionType: type: integer format: int32 createdBy: type: string createdDate: type: string format: date-time modifiedBy: type: string modifiedDate: type: string format: date-time options: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.AdvisorEmailSectionOptionDto' xml: name: AdvisorEmailSectionOptionDto wrapped: true type: array xml: name: AdvisorEmailSectionDto type: object OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceDto: properties: id: type: integer format: int32 reportName: type: string name: type: string description: type: string isActive: type: boolean startDate: type: string format: date-time endDate: type: string format: date-time messageType: type: string enum: - Email - Text triggerType: readOnly: true type: string lastSent: type: string format: date-time nextSend: type: string format: date-time auditedDate: type: string format: date-time auditedByDisplay: type: string canBeDeleted: type: boolean xml: name: DeliverInstanceDto type: object OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseEmailDto: properties: subject: type: string from: type: string bcc: type: string xml: name: DeliverInstanceVerboseEmailDto type: object OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseTriggerDto: properties: id: type: integer format: int32 triggerOption: $ref: '#/components/schemas/OAS.DataAccess.Domains.Reporting.TriggerOption' deliverText: type: string nextSendDate: type: string format: date-time xml: name: DeliverInstanceVerboseTriggerDto type: object OAS.WebApi.DTO.Reporting.AdvisorEmailVerboseDto: properties: id: type: integer format: int32 template: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.AdvisorEmailTemplateDto' assignedSections: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.AdvisorEmailAssignedSectionDto' xml: name: AdvisorEmailAssignedSectionDto wrapped: true type: array sentEmails: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.AdvisorEmailSentDto' xml: name: AdvisorEmailSentDto wrapped: true type: array xml: name: AdvisorEmailVerboseDto type: object OAS.WebApi.DTO.Reporting.Deliver.DeliverEmailDto: properties: id: type: integer format: int32 deliverId: type: integer format: int32 deliverTriggerId: type: integer format: int32 hasFile: type: boolean entity: type: string enum: - Undefined - Payee - BrokerDealer - Wholesaler - Representative - Client - Registration - Account - Asset - Product - Transaction - Distribution - FundFamily - Personal - PayoutSchedule - FeeSchedule - Platform - RIA - Custodian - Journal - SWP - Other - NASD - CashFunding - Bill - BillInstance - BillMasterPayout - Model - NewAccountClient - NewAccountReg - DownloadExclusion - Price - UserDefinedFields - NewAcctUserDef - ManagersMessage - IndexEntry - PerformanceFee - PerformancePayout - NewAccountAsset - Owner - Administrator - OutsideClient - SubAdvisor - ModelRange - FaxCover - Fax - OneTimeDistribution - WebLogin - Plan401k - BillAccountItem - ThirdPartyAdministrator - CrmContact - Participant - PlanSponsor - CRMEmailList - ThirdParty - WorkflowItem - WorkflowAction - ServiceAccount - EntityOption - HouseholdMember - DownloadSymbol - IndexBlend - NABenefit - AggregateModel - CompositeRange - RepAccountManager - ScriptsScrubs - ServiceAccountBrokerDealer - BusinessLine - Blob - AssetClass - ServiceAccountLite - NewAcctUserDefDtl - Branch - AssetLevelStrategy - Report - DataQueries - PriceUnUsed - ModelItem - AssetCategory - RiskCategory - PlatformRange - Dividend - RegistrationType - CustodianCommon - RepState - QpeDashboard - ReportBatch - ModelGroup - ShareClass - DownloadFile - User - DynamicGrouping - ProductType - ProductSubType - InvestmentObjective - PortfolioGroup - OrionRealizedLot - OrionUnrealizedLot - CustodianRealizedLot - CustodianUnrealizedLot - AssetCategoryParent - TaxType - AuditRequest - AuditRequestLetter - ManagedUnmanaged - AuditRowAttachment - InformPolicy - InformAnswerAttachment - UserDetail - BillPayMethod - ModelInclusion - CommunityModel - EclipseModel - Global - ClientCategory - Taxability - Qualified - TaxID - BondState - ProductTaxability - TargetAllocation - RIATable - ProductRegion - ProductPropertyType - ProductManagerAip - MoodyRating - SPRating - BondMaturityYear - InterestRate - RegistrationTaxType - MaturityPeriod - NewHousehold - BillPayoutDashboardPayment - OptionLevel - MarginAgreement - PrimeBrokerage - InformHistoricalDocument - SleeveStrategyAggregate - MorningstarSector - BillEntity - SleeveStrategy - MorningstarGeography - GenericProspect - BillEntityType - AdditionalRep - BillPayoutReport - ProductSubHolding - DownloadSource - ModelVsActual - ProductVintageYear - EclipsePortfolio - Country - Currency - SecurityClassification1 - SecurityClassification2 - SecurityClassification3 - SecurityClassification4 - SecurityClassification5 - SecurityClassification6 - SecurityClassification7 - SecurityClassification8 - SecurityClassification9 - SecurityClassification10 - SecurityClassification11 - SecurityClassification12 - SecurityClassification13 - SecurityClassification14 - SecurityClassification15 - SecurityClassification16 - SecurityClassification17 - SecurityClassification18 - SecurityClassification19 - SecurityClassification20 - SecurityClassification21 - SecurityClassification22 - SecurityClassification23 - SecurityClassification24 - SecurityClassification25 - DownloadRecord - CustomGrouping - Cotenant - AllocatedUnrealizedCostBasis - AllocatedRealizedCostBasis entityId: type: integer format: int32 generateStatus: type: string enum: - NotGenerated - Errored - Generated - PendingGeneration generateStatusTimestamp: type: string format: date-time emailStatus: type: string enum: - HasNotBeenSent - Error - PendingReview - SuccessfullySent - PendingSend - WillNotBeSent emailStatusTimestamp: type: string format: date-time sendTo: type: string errorText: type: string auditedDate: type: string format: date-time auditedByDisplay: type: string messageType: type: string enum: - Email - Text xml: name: DeliverEmailDto type: object OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseDto: properties: id: type: integer format: int32 reportOptions: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.ReportOption' xml: name: ReportOption wrapped: true type: array template: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseTemplateDto' extensionEmail: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseEmailDto' triggers: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseTriggerDto' xml: name: DeliverInstanceVerboseTriggerDto wrapped: true type: array groups: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseGroupDto' xml: name: DeliverInstanceVerboseGroupDto wrapped: true type: array xml: name: DeliverInstanceVerboseDto type: object OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseTemplateDto: properties: reportId: example: 00000000-0000-0000-0000-000000000000 type: string format: uuid name: type: string description: type: string startDate: type: string format: date-time endDate: type: string format: date-time isActive: type: boolean messageType: type: string enum: - Email - Text auditedDate: type: string format: date-time auditedByDisplay: type: string entity: type: string enum: - Undefined - Payee - BrokerDealer - Wholesaler - Representative - Client - Registration - Account - Asset - Product - Transaction - Distribution - FundFamily - Personal - PayoutSchedule - FeeSchedule - Platform - RIA - Custodian - Journal - SWP - Other - NASD - CashFunding - Bill - BillInstance - BillMasterPayout - Model - NewAccountClient - NewAccountReg - DownloadExclusion - Price - UserDefinedFields - NewAcctUserDef - ManagersMessage - IndexEntry - PerformanceFee - PerformancePayout - NewAccountAsset - Owner - Administrator - OutsideClient - SubAdvisor - ModelRange - FaxCover - Fax - OneTimeDistribution - WebLogin - Plan401k - BillAccountItem - ThirdPartyAdministrator - CrmContact - Participant - PlanSponsor - CRMEmailList - ThirdParty - WorkflowItem - WorkflowAction - ServiceAccount - EntityOption - HouseholdMember - DownloadSymbol - IndexBlend - NABenefit - AggregateModel - CompositeRange - RepAccountManager - ScriptsScrubs - ServiceAccountBrokerDealer - BusinessLine - Blob - AssetClass - ServiceAccountLite - NewAcctUserDefDtl - Branch - AssetLevelStrategy - Report - DataQueries - PriceUnUsed - ModelItem - AssetCategory - RiskCategory - PlatformRange - Dividend - RegistrationType - CustodianCommon - RepState - QpeDashboard - ReportBatch - ModelGroup - ShareClass - DownloadFile - User - DynamicGrouping - ProductType - ProductSubType - InvestmentObjective - PortfolioGroup - OrionRealizedLot - OrionUnrealizedLot - CustodianRealizedLot - CustodianUnrealizedLot - AssetCategoryParent - TaxType - AuditRequest - AuditRequestLetter - ManagedUnmanaged - AuditRowAttachment - InformPolicy - InformAnswerAttachment - UserDetail - BillPayMethod - ModelInclusion - CommunityModel - EclipseModel - Global - ClientCategory - Taxability - Qualified - TaxID - BondState - ProductTaxability - TargetAllocation - RIATable - ProductRegion - ProductPropertyType - ProductManagerAip - MoodyRating - SPRating - BondMaturityYear - InterestRate - RegistrationTaxType - MaturityPeriod - NewHousehold - BillPayoutDashboardPayment - OptionLevel - MarginAgreement - PrimeBrokerage - InformHistoricalDocument - SleeveStrategyAggregate - MorningstarSector - BillEntity - SleeveStrategy - MorningstarGeography - GenericProspect - BillEntityType - AdditionalRep - BillPayoutReport - ProductSubHolding - DownloadSource - ModelVsActual - ProductVintageYear - EclipsePortfolio - Country - Currency - SecurityClassification1 - SecurityClassification2 - SecurityClassification3 - SecurityClassification4 - SecurityClassification5 - SecurityClassification6 - SecurityClassification7 - SecurityClassification8 - SecurityClassification9 - SecurityClassification10 - SecurityClassification11 - SecurityClassification12 - SecurityClassification13 - SecurityClassification14 - SecurityClassification15 - SecurityClassification16 - SecurityClassification17 - SecurityClassification18 - SecurityClassification19 - SecurityClassification20 - SecurityClassification21 - SecurityClassification22 - SecurityClassification23 - SecurityClassification24 - SecurityClassification25 - DownloadRecord - CustomGrouping - Cotenant - AllocatedUnrealizedCostBasis - AllocatedRealizedCostBasis xml: name: DeliverInstanceVerboseTemplateDto type: object OAS.DataModel.Reporting.Deliver.AdvisorRenderedSectionDto: properties: sectionName: type: string col: type: integer format: int32 row: type: integer format: int32 control: $ref: '#/components/schemas/OAS.DataModel.Reporting.Interfaces.IGetRendered' xml: name: AdvisorRenderedSectionDto type: object OAS.DataModel.Reporting.Interfaces.IGetRendered: properties: type: readOnly: true type: string xml: name: IGetRendered type: object OAS.WebApi.DTO.Reporting.Deliver.DeliverInstanceVerboseGroupDto: properties: id: type: integer format: int32 name: type: string xml: name: DeliverInstanceVerboseGroupDto type: object OAS.DataModel.Reporting.Deliver.AdvisorRenderedEmailDto: required: - $type properties: $type: readOnly: true type: string id: type: integer format: int32 title: type: string startDate: type: string format: date-time endDate: type: string format: date-time faceBookLink: type: string linkedInLink: type: string twitterLink: type: string loginLink: type: boolean sections: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.Deliver.AdvisorRenderedSectionDto' xml: name: AdvisorRenderedSectionDto wrapped: true type: array xml: name: AdvisorRenderedEmailDto type: object OAS.DataAccess.Domains.Reporting.TriggerOption: required: - $type properties: $type: readOnly: true type: string xml: name: TriggerOption type: object OAS.WebApi.DTO.Reporting.Deliver.AdvisorEmailSectionOptionDto: properties: id: type: integer format: int32 advisorEmailSectionId: type: integer format: int32 displayName: type: string optionName: type: string dataType: type: string enum: - Boolean - Integer - Decimal - String - List - Multiselect defaultValue: type: string availableValues: type: string createdBy: type: string createdDate: type: string format: date-time modifiedBy: type: string modifiedDate: type: string format: date-time xml: name: AdvisorEmailSectionOptionDto type: object securitySchemes: Authorization: type: apiKey description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"' name: Authorization in: header