openapi: 3.2.0 info: version: V1 title: Orion Connect Reporting/Element API x-swagger-net-version: 8.4.12.001 servers: - url: https://api.orionadvisor.com/api tags: - name: Reporting/Element paths: /v1/Reporting/Element/FactSheets/Analytical/Rep/{orionRepId}: post: tags: - Reporting/Element operationId: FactSheets_GetAnalyticalFactSheetAsync parameters: - name: cancellationToken in: header required: true - name: orionRepId 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: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Element.FactSheetParametersDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Element.FactSheetParametersDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Element.FactSheetParametersDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Element.FactSheetParametersDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Element.FactSheetParametersDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Element.FactSheetParametersDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Element.FactSheetParametersDto' required: true summary: Fact sheets get analytical fact sheet async x-summary-source: derived /v1/Reporting/Element/FactSheets/Analytical/Rep/{orionRepId}/{modelAggId}: get: tags: - Reporting/Element operationId: FactSheets_GetAnalyticalFactSheetForModelAggAsync parameters: - name: cancellationToken in: header required: true - name: orionRepId in: path required: true schema: type: integer format: int32 - name: modelAggId 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: Fact sheets get analytical fact sheet for model agg async x-summary-source: derived /v1/Reporting/Element/FactSheets/Blended/{prospectId}/account/{accountId}/rep/{repId}/{isOatTenant}: post: tags: - Reporting/Element operationId: FactSheets_GetBlendedFactsheetAsync parameters: - name: prospectId in: path required: true schema: type: integer format: int32 - name: accountId in: path required: true schema: type: integer format: int32 - name: repId in: path required: true schema: type: integer format: int32 - name: isOatTenant in: path required: true schema: type: boolean default: false responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Fact sheets get blended factsheet async x-summary-source: derived /v1/Reporting/Element/FactSheets/Cloud/Blended/{prospectId}/{accountId}/{fragmentGuid}: get: tags: - Reporting/Element operationId: CloudFactSheets_GenerateProposalAsync parameters: - name: prospectId in: path required: true schema: type: string - name: fragmentGuid in: path required: true schema: type: string format: uuid - name: accountId in: path required: true schema: type: integer format: int32 - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/Element.Proposal.Dto.Responses.ProposalResponse' application/json: schema: $ref: '#/components/schemas/Element.Proposal.Dto.Responses.ProposalResponse' text/json: schema: $ref: '#/components/schemas/Element.Proposal.Dto.Responses.ProposalResponse' application/xml: schema: $ref: '#/components/schemas/Element.Proposal.Dto.Responses.ProposalResponse' text/xml: schema: $ref: '#/components/schemas/Element.Proposal.Dto.Responses.ProposalResponse' multipart/form-data: schema: $ref: '#/components/schemas/Element.Proposal.Dto.Responses.ProposalResponse' security: - Authorization: [] summary: Cloud fact sheets generate proposal async x-summary-source: derived /v1/Reporting/Element/FactSheets/Cloud/ModelAgg: post: tags: - Reporting/Element operationId: CloudFactSheets_GenerateFactSheetAsync parameters: - name: cancellationToken in: header required: true - name: fragmentGuid in: query required: false schema: type: string format: uuid responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/Element.Proposal.Dto.Responses.FactSheetResponse' application/json: schema: $ref: '#/components/schemas/Element.Proposal.Dto.Responses.FactSheetResponse' text/json: schema: $ref: '#/components/schemas/Element.Proposal.Dto.Responses.FactSheetResponse' multipart/form-data: schema: $ref: '#/components/schemas/Element.Proposal.Dto.Responses.FactSheetResponse' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/Element.Proposal.Dto.FactSheet.FactSheetDataDto' application/json: schema: $ref: '#/components/schemas/Element.Proposal.Dto.FactSheet.FactSheetDataDto' text/json: schema: $ref: '#/components/schemas/Element.Proposal.Dto.FactSheet.FactSheetDataDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/Element.Proposal.Dto.FactSheet.FactSheetDataDto' multipart/form-data: schema: $ref: '#/components/schemas/Element.Proposal.Dto.FactSheet.FactSheetDataDto' required: true summary: Cloud fact sheets generate fact sheet async x-summary-source: derived /v1/Reporting/Element/FactSheets/Cloud/ModelAgg/{modelAggId}: get: tags: - Reporting/Element operationId: CloudFactSheets_GenerateFactSheetByModelAggIdAsync parameters: - name: modelAggId in: path required: true schema: type: integer format: int32 - name: cancellationToken in: header required: true - name: fragmentGuid in: query required: false schema: type: string format: uuid responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/Element.Proposal.Dto.Responses.FactSheetResponse' application/json: schema: $ref: '#/components/schemas/Element.Proposal.Dto.Responses.FactSheetResponse' text/json: schema: $ref: '#/components/schemas/Element.Proposal.Dto.Responses.FactSheetResponse' multipart/form-data: schema: $ref: '#/components/schemas/Element.Proposal.Dto.Responses.FactSheetResponse' security: - Authorization: [] summary: Cloud fact sheets generate fact sheet by model agg id async x-summary-source: derived /v1/Reporting/Element/Proposals: post: tags: - Reporting/Element operationId: Proposals_CreateNewProposalAsync parameters: - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Element.ProposalParametersDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Element.ProposalParametersDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Element.ProposalParametersDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Element.ProposalParametersDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Element.ProposalParametersDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Element.ProposalParametersDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Element.ProposalParametersDto' required: true summary: Proposals create new proposal async x-summary-source: derived /v1/Reporting/Element/Proposals/Cloud: post: tags: - Reporting/Element operationId: CloudProposals_GenerateProposal parameters: - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/Element.Proposal.Dto.Responses.ProposalResponse' application/json: schema: $ref: '#/components/schemas/Element.Proposal.Dto.Responses.ProposalResponse' text/json: schema: $ref: '#/components/schemas/Element.Proposal.Dto.Responses.ProposalResponse' application/xml: schema: $ref: '#/components/schemas/Element.Proposal.Dto.Responses.ProposalResponse' text/xml: schema: $ref: '#/components/schemas/Element.Proposal.Dto.Responses.ProposalResponse' multipart/form-data: schema: $ref: '#/components/schemas/Element.Proposal.Dto.Responses.ProposalResponse' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/Element.Proposal.Dto.Requests.ProposalRequest' application/json: schema: $ref: '#/components/schemas/Element.Proposal.Dto.Requests.ProposalRequest' text/json: schema: $ref: '#/components/schemas/Element.Proposal.Dto.Requests.ProposalRequest' application/xml: schema: $ref: '#/components/schemas/Element.Proposal.Dto.Requests.ProposalRequest' text/xml: schema: $ref: '#/components/schemas/Element.Proposal.Dto.Requests.ProposalRequest' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/Element.Proposal.Dto.Requests.ProposalRequest' multipart/form-data: schema: $ref: '#/components/schemas/Element.Proposal.Dto.Requests.ProposalRequest' required: true summary: Cloud proposals generate proposal x-summary-source: derived /v1/Reporting/Element/Proposals/Cloud/blob: post: tags: - Reporting/Element operationId: CloudProposals_GenerateProposalBlob parameters: - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: type: string format: byte application/json: schema: type: string format: byte text/json: schema: type: string format: byte application/xml: schema: type: string format: byte text/xml: schema: type: string format: byte multipart/form-data: schema: type: string format: byte security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/Element.Proposal.Dto.Requests.ProposalRequest' application/json: schema: $ref: '#/components/schemas/Element.Proposal.Dto.Requests.ProposalRequest' text/json: schema: $ref: '#/components/schemas/Element.Proposal.Dto.Requests.ProposalRequest' application/xml: schema: $ref: '#/components/schemas/Element.Proposal.Dto.Requests.ProposalRequest' text/xml: schema: $ref: '#/components/schemas/Element.Proposal.Dto.Requests.ProposalRequest' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/Element.Proposal.Dto.Requests.ProposalRequest' multipart/form-data: schema: $ref: '#/components/schemas/Element.Proposal.Dto.Requests.ProposalRequest' required: true summary: Cloud proposals generate proposal blob x-summary-source: derived /v1/Reporting/Element/Proposals/Cloud/CustomIndex/{key}: get: tags: - Reporting/Element operationId: CloudProposals_GenerateProposalForCustomIndexingKey parameters: - name: key in: path required: true schema: type: string - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/Element.Proposal.Dto.Responses.ProposalResponse' application/json: schema: $ref: '#/components/schemas/Element.Proposal.Dto.Responses.ProposalResponse' text/json: schema: $ref: '#/components/schemas/Element.Proposal.Dto.Responses.ProposalResponse' application/xml: schema: $ref: '#/components/schemas/Element.Proposal.Dto.Responses.ProposalResponse' text/xml: schema: $ref: '#/components/schemas/Element.Proposal.Dto.Responses.ProposalResponse' multipart/form-data: schema: $ref: '#/components/schemas/Element.Proposal.Dto.Responses.ProposalResponse' security: - Authorization: [] summary: Cloud proposals generate proposal for custom indexing key x-summary-source: derived /v1/Reporting/Element/Proposals/Cloud/CustomIndex/{key}/blob: get: tags: - Reporting/Element operationId: CloudProposals_GenerateProposalForCustomIndexingKeyBlob parameters: - name: key in: path required: true schema: type: string - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: type: string format: byte application/json: schema: type: string format: byte text/json: schema: type: string format: byte application/xml: schema: type: string format: byte text/xml: schema: type: string format: byte multipart/form-data: schema: type: string format: byte security: - Authorization: [] summary: Cloud proposals generate proposal for custom indexing key blob x-summary-source: derived /v1/Reporting/Element/Proposals/Cloud/Templates: get: tags: - Reporting/Element operationId: CloudProposals_GetProposalTemplates parameters: - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleGuidKeyEntity' xml: name: SimpleGuidKeyEntity wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleGuidKeyEntity' xml: name: SimpleGuidKeyEntity wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleGuidKeyEntity' xml: name: SimpleGuidKeyEntity wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleGuidKeyEntity' xml: name: SimpleGuidKeyEntity wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleGuidKeyEntity' xml: name: SimpleGuidKeyEntity wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleGuidKeyEntity' xml: name: SimpleGuidKeyEntity wrapped: true type: array security: - Authorization: [] summary: Cloud proposals get proposal templates x-summary-source: derived /v1/Reporting/Element/Proposals/Cloud/Themes: get: tags: - Reporting/Element operationId: CloudProposals_GetProposalThemes parameters: - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleGuidKeyEntity' xml: name: SimpleGuidKeyEntity wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleGuidKeyEntity' xml: name: SimpleGuidKeyEntity wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleGuidKeyEntity' xml: name: SimpleGuidKeyEntity wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleGuidKeyEntity' xml: name: SimpleGuidKeyEntity wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleGuidKeyEntity' xml: name: SimpleGuidKeyEntity wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleGuidKeyEntity' xml: name: SimpleGuidKeyEntity wrapped: true type: array security: - Authorization: [] summary: Cloud proposals get proposal themes x-summary-source: derived /v1/Reporting/Element/Proposals/data/{newHouseholdId}: get: tags: - Reporting/Element operationId: Proposals_GetPreGenProposalData parameters: - name: newHouseholdId 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: [] summary: Proposals get pre gen proposal data x-summary-source: derived /v1/Reporting/Element/Proposals/FlushCache: get: tags: - Reporting/Element operationId: Proposals_FlushCache parameters: - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Proposals flush cache x-summary-source: derived /v1/Reporting/Element/Proposals/Fragments: get: tags: - Reporting/Element operationId: Proposals_GetProposalFragmentsAsync parameters: - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Envision.FragmentVerboseDto' xml: name: FragmentVerboseDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Envision.FragmentVerboseDto' xml: name: FragmentVerboseDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Envision.FragmentVerboseDto' xml: name: FragmentVerboseDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Envision.FragmentVerboseDto' xml: name: FragmentVerboseDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Envision.FragmentVerboseDto' xml: name: FragmentVerboseDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Envision.FragmentVerboseDto' xml: name: FragmentVerboseDto wrapped: true type: array security: - Authorization: [] summary: Proposals get proposal fragments async x-summary-source: derived /v1/Reporting/Element/Proposals/PerformanceData: get: tags: - Reporting/Element operationId: Proposals_GetRiskStatistics parameters: - name: entityIds in: query required: true style: form explode: true schema: type: array items: type: integer format: int32 - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Performance.PerformancePortfolio' xml: name: PerformancePortfolio wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Performance.PerformancePortfolio' xml: name: PerformancePortfolio wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Performance.PerformancePortfolio' xml: name: PerformancePortfolio wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Performance.PerformancePortfolio' xml: name: PerformancePortfolio wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Performance.PerformancePortfolio' xml: name: PerformancePortfolio wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Performance.PerformancePortfolio' xml: name: PerformancePortfolio wrapped: true type: array security: - Authorization: [] summary: Proposals get risk statistics x-summary-source: derived /v1/Reporting/Element/Prospects: get: tags: - Reporting/Element operationId: Prospects_GetProspectsAsync parameters: - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/Element.Proposal.Dto.Prospects.ProspectDto' xml: name: ProspectDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/Element.Proposal.Dto.Prospects.ProspectDto' xml: name: ProspectDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/Element.Proposal.Dto.Prospects.ProspectDto' xml: name: ProspectDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/Element.Proposal.Dto.Prospects.ProspectDto' xml: name: ProspectDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/Element.Proposal.Dto.Prospects.ProspectDto' xml: name: ProspectDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/Element.Proposal.Dto.Prospects.ProspectDto' xml: name: ProspectDto wrapped: true type: array security: - Authorization: [] summary: Prospects get prospects async x-summary-source: derived /v1/Reporting/Element/Prospects/{id}: get: tags: - Reporting/Element operationId: Prospects_GetProposalDataByProspectIdAsync parameters: - name: id in: path required: true schema: type: string - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalProspectDto' application/json: schema: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalProspectDto' text/json: schema: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalProspectDto' multipart/form-data: schema: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalProspectDto' security: - Authorization: [] summary: Prospects get proposal data by prospect id async x-summary-source: derived /v1/Reporting/Element/Prospects/{id}/Accounts: get: tags: - Reporting/Element operationId: Prospects_GetProposalAccountDataByProspectIdAsync parameters: - name: id in: path required: true schema: type: string - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalAccountDto' xml: name: ProposalAccountDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalAccountDto' xml: name: ProposalAccountDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalAccountDto' xml: name: ProposalAccountDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalAccountDto' xml: name: ProposalAccountDto wrapped: true type: array security: - Authorization: [] summary: Prospects get proposal account data by prospect id async x-summary-source: derived /v1/Reporting/Element/Prospects/{id}/CustomIndexing: get: tags: - Reporting/Element operationId: Prospects_GetCustomIndexingForProspectAsync parameters: - name: id in: path required: true schema: type: string - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.TaxOptimizationDataDto' xml: name: TaxOptimizationDataDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.TaxOptimizationDataDto' xml: name: TaxOptimizationDataDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.TaxOptimizationDataDto' xml: name: TaxOptimizationDataDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.TaxOptimizationDataDto' xml: name: TaxOptimizationDataDto wrapped: true type: array security: - Authorization: [] summary: Prospects get custom indexing for prospect async x-summary-source: derived /v1/Reporting/Element/Prospects/Search: get: tags: - Reporting/Element operationId: Prospects_GetV1ReportingElementProspectsSearch parameters: - name: search in: query required: true schema: type: string - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/Element.Proposal.Dto.Prospects.ProspectDto' xml: name: ProspectDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/Element.Proposal.Dto.Prospects.ProspectDto' xml: name: ProspectDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/Element.Proposal.Dto.Prospects.ProspectDto' xml: name: ProspectDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/Element.Proposal.Dto.Prospects.ProspectDto' xml: name: ProspectDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/Element.Proposal.Dto.Prospects.ProspectDto' xml: name: ProspectDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/Element.Proposal.Dto.Prospects.ProspectDto' xml: name: ProspectDto wrapped: true type: array security: - Authorization: [] summary: Prospects get V1 reporting element prospects search x-summary-source: derived /v1/Reporting/Element/Prospects/Search/{search}: get: tags: - Reporting/Element operationId: Prospects_GetV1ReportingElementProspectsSearchBySearch parameters: - name: search in: path required: true schema: type: string - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/Element.Proposal.Dto.Prospects.ProspectDto' xml: name: ProspectDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/Element.Proposal.Dto.Prospects.ProspectDto' xml: name: ProspectDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/Element.Proposal.Dto.Prospects.ProspectDto' xml: name: ProspectDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/Element.Proposal.Dto.Prospects.ProspectDto' xml: name: ProspectDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/Element.Proposal.Dto.Prospects.ProspectDto' xml: name: ProspectDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/Element.Proposal.Dto.Prospects.ProspectDto' xml: name: ProspectDto wrapped: true type: array security: - Authorization: [] summary: Prospects get V1 reporting element prospects search by search x-summary-source: derived components: schemas: OrionRiskIntelligence.Dto.RiskProfile.FeeAnalysisDto: properties: totalPctFee: type: number format: double aumFee: type: number format: double expenseRatio: type: number format: double name: type: string currency: type: string xml: name: FeeAnalysisDto type: object WebComponent.Dto.CustomIndexing.Account: properties: accountId: type: string accountName: type: string accountTitle: type: string lastSynchronized: type: string format: date-time type: type: string name: type: string prospectGuid: type: string value: type: number format: double cashValue: type: number format: double holdings: items: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.Holding' xml: name: Holding wrapped: true type: array modifiedHoldingsForOptimization: items: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.Holding' xml: name: Holding wrapped: true type: array riskProfile: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.RiskProfileDto' netGainsLosses: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.NetGainsAndLosses' xml: name: Account type: object OrionRiskIntelligence.Dto.RiskProfile.StyleBoxBreakdownDto: properties: Blend: type: number format: double Growth: type: number format: double Value: type: number format: double xml: name: StyleBoxBreakdownDto type: object WebComponent.Dto.CustomIndexing.DetailedHolding: properties: projectName: type: string ticker: type: string securityId: type: integer format: int32 securityName: type: string marketValue: type: number format: double costBasis: type: number format: double acquiredDate: type: string format: date-time initialShares: type: number format: double finalShares: type: number format: double changeShare: type: number format: double initialPercentOfPortfolio: type: number format: double finalPercentOfPortfolio: type: number format: double transactionValue: type: number format: double tax: type: number format: double realizedGainLoss: type: number format: double xml: name: DetailedHolding type: object OAS.WebApi.DTO.Reporting.Envision.ReportRoleAccessRuleDto: properties: roleId: type: integer format: int32 name: type: string canRun: type: boolean canEdit: type: boolean canDelete: type: boolean xml: name: ReportRoleAccessRuleDto type: object Element.Proposal.Dto.Proposal.Core.ProposalHoldingDto: properties: newAccountId: type: integer format: int32 ticker: type: string productName: type: string assetCategoryId: type: integer format: int32 assetCategory: type: string assetCategoryColor: type: string assetClassId: type: integer format: int32 assetClass: type: string assetClassColor: type: string riskScore: type: integer format: int32 expenseRatio: type: number format: double percent: type: number format: double modelAggAccountWeight: type: number format: double modelProductWeight: type: number format: double allocation: type: number format: double orionModelId: type: integer format: int32 modelAggId: type: integer format: int32 isSelfDirected: type: boolean productId: type: integer format: int32 investmentAmount: type: number format: double inceptionDate: type: string format: date-time tickerAndInceptionDate: items: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.TickerAndInceptionDate' xml: name: TickerAndInceptionDate wrapped: true type: array xml: name: ProposalHoldingDto type: object OAS.WebApi.DTO.Reporting.Envision.ReportClientAccessRuleDto: properties: clientId: type: integer format: int32 name: type: string canRun: type: boolean xml: name: ReportClientAccessRuleDto type: object Element.Proposal.Dto.Proposal.Core.ProposalGeographyDto: properties: name: type: string allocation: type: number format: double investmentAmount: type: number format: double xml: name: ProposalGeographyDto type: object WebComponent.Dto.CustomIndexing.WithdrawCash: properties: capitalGainsTarget: type: number format: double xml: name: WithdrawCash type: object OrionRiskIntelligence.Dto.RiskProfile.MptDto: properties: econBreakdown: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.EconBreakdownDto' regionBreakdown: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.RegionBreakdownDto' sectorBreakdown: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.SectorBreakdownDto' styleRawBreakdown: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.StyleRawBreakdownDto' avgCreditRating: type: string fiCountries: items: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.FiCountryDto' xml: name: FiCountryDto wrapped: true type: array fiCouponDetails: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.FiCouponDetailsDto' fiMaturityBreakdown: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.FiMaturityBreakdownDto' fiSectorDetails: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.FiSectorDetailsDto' fiRegions: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.FiRegionsDto' mktCapBreakdown: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.MktCapBreakdownDto' styleBoxBreakdown: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.StyleBoxBreakdownDto' fiSectorBreakdown: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.FiSectorBreakdownDto' fiCreditBreakdown: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.FiCreditBreakdownDto' fiMaturityDetails: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.FiMaturityDetailDto' avgCreditQuality: type: number format: double avgWeightedCoupon: type: number format: double avgMaturity: type: number format: double xml: name: MptDto type: object OrionRiskIntelligence.Dto.RiskProfile.LeversToWatchDto: properties: monthAgoValue: type: number format: double priceToEarnings: type: number format: double range: type: number format: double industry: type: string volatility: type: number format: double type: type: string leverid: type: integer format: int32 priceStartDate: type: string format: date-time price: type: number format: double yield: type: number format: double id: type: integer format: int32 tickerid: type: integer format: int32 value: type: number format: double impact2yr: type: number format: double marketCap: type: object ticker: type: string portfolioImpact: type: number format: double mgrStartDate: type: string format: date-time pricedate: type: string format: date-time yearAgoValue: type: number format: double stderror: type: number format: double avgVolume: type: number format: double impact: type: number format: double mddstart: type: string format: date-time mdd: type: number format: double trueYield: type: number format: double tags: type: string unit: type: string industryid: type: integer format: int32 52wkChange: type: number format: double locationid: type: integer format: int32 expenseRatio: type: number format: double name: type: string leverdesc: type: string levername: type: string orionProductId: type: integer format: int32 mddend: type: string format: date-time litype: type: string operatingMargin: type: number format: double bookValuePerShare: type: number format: double revenue: type: integer format: int64 eps: type: number format: double cashPerShare: type: number format: double payoutRatio: type: number format: double pegRatio: type: number format: double profitMargin: type: number format: double sharesOutstanding: type: integer format: int64 returnOnAssets: type: number format: double debtToEquity: type: number format: double priceToSales: type: number format: double returnOnEquity: type: number format: double rsquared: type: number format: double priceToBook: type: number format: double jsonInfo: type: string jsonInfoDto: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.JsonInfoDto' readOnly: true xml: name: LeversToWatchDto type: object OrionRiskIntelligence.Dto.RiskProfile.LiquidityDto: properties: 5y: type: number format: double 3y: type: number format: double now: type: number format: double 1y: type: number format: double 3m: type: number format: double 10y: type: number format: double xml: name: LiquidityDto type: object WebComponent.Dto.CustomIndexing.InvestorPreferences: properties: capitalGainsTaxRates: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.CapitalGainsTaxRates' esg: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.Esg' targetStrategy: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.TargetStrategy' simpleTargetStrategy: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.SimpleTargetStrategy' advanced: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.Advanced' topThreeScenarios: items: type: integer format: int32 type: array securityRestrictions: items: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.SecurityRestriction' xml: name: SecurityRestriction wrapped: true type: array sectorIndustryConstraints: items: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.SectorIndustryConstraint' xml: name: SectorIndustryConstraint wrapped: true type: array preferenceDisplays: items: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.PreferenceDisplay' xml: name: PreferenceDisplay wrapped: true type: array xml: name: InvestorPreferences type: object OrionRiskIntelligence.Dto.RiskProfile.PositionDto: properties: pricedatemap: type: string industry: type: string liquidity: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.LiquidityDto' volatility: type: number format: double type: type: string firstHistory: type: string format: date-time indDesc: type: string price: type: number format: double yield: type: number format: double lastGoodPrice: type: number format: double pctAllocation: type: number format: double marketCap: type: number format: double ticker: type: string mgrStartDate: type: string quantity: type: number format: double pricedate: type: string mddstart: type: string trueYield: type: number format: double tradedcurrencyid: type: integer format: int32 expenseRatio: type: number format: double name: type: string orionProductId: type: integer format: int32 mddend: type: string bookValuePerShare: type: number format: double priceToEarnings: type: number format: double tempdata: type: string priceStartDate: type: string id: type: integer format: int32 tickerid: type: integer format: int32 avgVolume: type: number format: double mdd: type: number format: double tags: type: string industryid: type: integer format: int32 52wkChange: type: number format: double locationid: type: integer format: int32 currencyid: type: integer format: int32 totalReturn: type: number format: double worstImpact: type: number format: double expectedReturn5Yr: type: number format: double expectedReturn: type: number format: double jsonInfo: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.JsonInfoDto' feeStdDevBelow: type: number format: double feeStdDevAbove: type: number format: double xml: name: PositionDto type: object OAS.DataModel.Reporting.ControlBase: required: - $type properties: $type: readOnly: true type: string id: example: 00000000-0000-0000-0000-000000000000 type: string format: uuid width: type: string xml: name: ControlBase type: object WebComponent.Dto.CustomIndexing.TaxOptimizationDataDto: properties: advisor: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.Advisor' client: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.Client' meta: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.Meta' styleSettings: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.StyleSettings' accounts: items: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.Account' xml: name: Account wrapped: true type: array addSecurityHoldings: type: boolean cashAmount: type: number format: double investorPreferences: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.InvestorPreferences' optimizationStyle: type: string optimizerData: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.OptimizerData' detailedResultsData: items: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.DetailedResultsDatum' xml: name: DetailedResultsDatum wrapped: true type: array xml: name: TaxOptimizationDataDto type: object OrionRiskIntelligence.Dto.RiskProfile.EconBreakdownDto: properties: US Stock: type: number format: double International Developed Markets: type: number format: double Emerging Markets: type: number format: double xml: name: EconBreakdownDto type: object Element.Proposal.Dto.Proposal.Fees.AccountFeeInfo: properties: newAccountId: type: integer format: int32 accountValue: type: number format: double accountPercentOfHousehold: type: number format: double accountBillEntityFees: items: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Fees.BillEntityFeeInfo' xml: name: BillEntityFeeInfo wrapped: true type: array accountModelAggFees: items: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Fees.ModelAggFeeInfo' xml: name: ModelAggFeeInfo wrapped: true type: array name: type: string description: type: string totalFee: type: number format: double xml: name: AccountFeeInfo type: object WebComponent.Dto.CustomIndexing.Scenarios: properties: currentHoldings: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.CurrentHoldings' sellAllHoldings: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.SellAllHoldings' capitalGainsScenarios: items: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.CapitalGainsScenario' xml: name: CapitalGainsScenario wrapped: true type: array xml: name: Scenarios type: object Element.Proposal.Dto.FactSheet.FactSheetReturnDto: properties: timeFrame: type: string enum: - Inception - OneMonth - ThreeMonth - YearToDate - OneYear - ThreeYear - FiveYear - TenYear - Period - Year2000 - Year2001 - Year2002 - Year2003 - Year2004 - Year2005 - Year2006 - Year2007 - Year2008 - Year2009 - Year2010 - Year2011 - Year2012 - Year2013 - Year2014 - Year2015 - Year2016 - Year2017 - Year2018 - Year2019 - Year2020 - Year2021 - Year2022 - Year2023 - Year2024 - Year2025 - Year2026 - Year2027 - Year2028 - Year2029 - Year2030 fieldValue: type: number format: double isAnnualized: type: boolean ticker: type: string xml: name: FactSheetReturnDto type: object OrionRiskIntelligence.Dto.RiskProfile.FiCreditBreakdownDto: properties: aaa: type: number format: double aa: type: number format: double a: type: number format: double bbb: type: number format: double bb: type: number format: double b: type: number format: double Below B / Unrated: type: number format: double xml: name: FiCreditBreakdownDto type: object Element.Proposal.Dto.Proposal.Fees.FeesDto: properties: adminFee: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Fees.FeeDto' strategistFee: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Fees.FeeDto' advisoryFee: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Fees.FeeDto' totalFee: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Fees.FeeDto' totalFeeValue: type: number format: double xml: name: FeesDto type: object Element.Proposal.Dto.FactSheet.CalendarYearPerformanceGroupDto: properties: name: type: string calendarYearPerformances: items: $ref: '#/components/schemas/Element.Proposal.Dto.FactSheet.CalendarYearPerformanceDto' xml: name: CalendarYearPerformanceDto wrapped: true type: array xml: name: CalendarYearPerformanceGroupDto type: object OrionRiskIntelligence.Dto.RiskProfile.JsonInfoDto: properties: thirtyDayYield: type: number format: double ttmYield: type: number format: double avgCreditRating: type: number format: double avgMaturity: type: number format: double avgWeightedCoupon: type: number format: double lastDivDate: type: string xml: name: JsonInfoDto type: object WebComponent.Dto.CustomIndexing.PortfolioCharacteristics: properties: proposedCashValue: type: number format: double costBasis: type: number format: double numOfSecurities: type: integer format: int32 dividendYield: type: number format: double proposedActiveWeight: type: number format: double projectedBeta: type: number format: double trackingDifference: type: number format: double netRealizedGainsLosses: type: number format: double initialActiveWeight: type: number format: double currentRisk: type: number format: double proposedRisk: type: number format: double targetRisk: type: number format: double proposedTrackingError: type: number format: double initialBeta: type: number format: double proposedNumOfSecurities: type: integer format: int32 totalPortFolio: type: number format: double securitiesValue: type: number format: double initialCashValue: type: number format: double proposedCostBasis: type: number format: double xml: name: PortfolioCharacteristics type: object WebComponent.Dto.CustomIndexing.OptimizerData: properties: optimizationStatus: type: string processKey: type: string scenarios: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.Scenarios' xml: name: OptimizerData type: object OAS.WebApi.DTO.Reporting.Envision.ReportDatabaseGroupAccessRuleDto: properties: databaseGroupId: type: integer format: int32 loginEntityId: type: string enum: - BrokerDealer - Wholesaler - Representative - Client - RIA - Administrator - SubAdvisor - ThirdPartyAdministrator - Custodian - PlanSponsor - ThirdParty - ServiceAccount - Participant - RepAccountManager - Payee - RIATable - Cotenant name: type: string canRun: type: boolean canEdit: type: boolean xml: name: ReportDatabaseGroupAccessRuleDto type: object OAS.WebApi.DTO.Reporting.Performance.PerformanceBenchmark: properties: pkGroup: type: integer format: int32 fkKey: type: integer format: int32 bmType: type: string name: type: string inceptionDate: type: string format: date-time rebalanceFrequency: type: string enum: - Daily - Monthly - Quarterly - Semiannually - Annually - BuyAndHold - Default rebalanceBasedOn: type: string enum: - CalendarPeriodEnd - RollingPeriod sortOrder: type: integer format: int32 color: type: string summaries: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Performance.PerformanceBenchmarkSummary' xml: name: PerformanceBenchmarkSummary wrapped: true type: array details: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Performance.PerformanceBenchmarkDetail' xml: name: PerformanceBenchmarkDetail wrapped: true type: array statistics: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Performance.PerformanceStatistic' xml: name: PerformanceStatistic wrapped: true type: array xml: name: PerformanceBenchmark type: object Element.Proposal.Dto.Proposal.Core.ProposalMandateDto: properties: name: type: string allocation: type: number format: double investmentAmount: type: number format: double xml: name: ProposalMandateDto type: object OrionRiskIntelligence.Dto.RiskProfile.FiMaturityDetailDto: properties: <1 Yr: type: number format: double 1-3 Yrs: type: number format: double 3-5 Yrs: type: number format: double 5-7 Yrs: type: number format: double 7-10 Yrs: type: number format: double 10-15 Yrs: type: number format: double 15-20 Yrs: type: number format: double 20-30 Yrs: type: number format: double 30+ Yrs: type: number format: double xml: name: FiMaturityDetailDto type: object OrionRiskIntelligence.Dto.StressTest.StressTestScenarioDto: properties: name: type: string description: type: string id: type: integer format: int32 totalImpact: type: number format: double outcome: type: string parentid: type: integer format: int32 index: type: integer format: int32 positions: items: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.PositionDto' xml: name: PositionDto wrapped: true type: array xml: name: StressTestScenarioDto type: object OrionRiskIntelligence.Dto.RiskProfile.PortfolioDto: properties: ccrScore: type: number format: double expectedReturn: type: number format: double expectedReturn5Yr: type: number format: double liquidity: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.LiquidityDto' strategyFee: type: number format: double usePctAllocation: type: string timeframe: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.TimeFrameDto' portStartDate: type: string format: date-time jsonPositions: items: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.PositionDto' xml: name: PositionDto wrapped: true type: array value: type: number format: double feeAnalysis: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.FeeAnalysisDto' timeframesp500Beta: type: number format: double pvh: items: type: object type: array leversToWatch: items: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.LeversToWatchDto' xml: name: LeversToWatchDto wrapped: true type: array insigLevers: items: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.LeversToWatchDto' xml: name: LeversToWatchDto wrapped: true type: array riskMeasures: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.RiskMeasureDto' mddstart: type: string format: date-time worstScenarioImpact: type: number format: double excludedSymbols: items: type: object type: array mpt: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.MptDto' pctLiquid: type: number format: double famaFactors: items: type: object type: array analyzableValue: type: number format: double assetClasses: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.AssetClassesDto' mddend: type: string format: date-time averageYield: type: number format: double averageDuration: type: number format: double isTickerWrapper: type: boolean dividendYield: readOnly: true type: number format: double marketCap: readOnly: true type: number format: double priceToEarnings: readOnly: true type: number format: double xml: name: PortfolioDto type: object WebComponent.Dto.CustomIndexing.Transactions: properties: buys: items: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.Buy' xml: name: Buy wrapped: true type: array sells: items: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.Sell' xml: name: Sell wrapped: true type: array xml: name: Transactions type: object WebComponent.Dto.CustomIndexing.OneYear: properties: capitalGainsTarget: type: number format: double xml: name: OneYear type: object OAS.WebApi.DTO.Reporting.Envision.ReportBrokerDealersRepresentativesAccessRuleDto: properties: brokerDealerId: type: integer format: int32 name: type: string canRun: type: boolean xml: name: ReportBrokerDealersRepresentativesAccessRuleDto type: object OAS.WebApi.DTO.Reporting.Performance.PerformanceAssetGroupAssignment: properties: pkGroup: type: integer format: int32 fkAsset: type: integer format: int32 weight: type: number format: double performance: type: boolean activitySummary: type: boolean allocation: type: boolean portfolioDetail: type: boolean taxDetail: type: boolean xml: name: PerformanceAssetGroupAssignment type: object Element.Proposal.Dto.Proposal.Core.TickerAndInceptionDate: properties: tickerName: type: string inceptionDate: type: string format: date-time xml: name: TickerAndInceptionDate type: object Element.Proposal.Dto.Proposal.Core.ProposalSectorDto: properties: name: type: string allocation: type: number format: double investmentAmount: type: number format: double xml: name: ProposalSectorDto type: object Element.Proposal.Dto.Proposal.Core.ProposalAssetCategoryDto: properties: id: type: integer format: int32 name: type: string allocation: type: number format: double investmentAmount: type: number format: double color: type: string categoryAssetClasses: items: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalAssetClassDto' xml: name: ProposalAssetClassDto wrapped: true type: array xml: name: ProposalAssetCategoryDto type: object WebComponent.Dto.CustomIndexing.NetGainsAndLosses: properties: shortTerm: type: number format: double longTerm: type: number format: double netUnrealizedGainsAndLosses: readOnly: true type: number format: double xml: name: NetGainsAndLosses type: object WebComponent.Dto.CustomIndexing.Buy: properties: ticker: type: string value: type: number format: double xml: name: Buy type: object WebComponent.Dto.CustomIndexing.Esg: properties: preset: type: string categories: items: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.Category' xml: name: Category wrapped: true type: array xml: name: Esg type: object Element.Proposal.Dto.Responses.FactSheetResponse: properties: modelAggId: type: integer format: int32 tenantCode: type: string status: type: string enum: - New - InProgress - Completed - CompletedWithErrors - MaximumProcessingAttemptsReached - Error - NoDataFound - Unknown pdfBytes: type: string format: byte prospectId: type: string messages: items: type: string type: array proposalName: type: string proposalError: type: string xml: name: FactSheetResponse type: object WebComponent.Dto.CustomIndexing.DetailedResultsDatum: properties: scenarioName: type: string scenarioLabel: type: string portfolioCharacteristics: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.PortfolioCharacteristics' sectors: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.Sectors' taxAssessment: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.TaxAssessment' riskProfile: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.RiskProfileDto' holdings: items: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.DetailedHolding' xml: name: DetailedHolding wrapped: true type: array allBuys: items: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.DetailedHolding' xml: name: DetailedHolding wrapped: true type: array allSells: items: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.DetailedHolding' xml: name: DetailedHolding wrapped: true type: array xml: name: DetailedResultsDatum type: object Element.Proposal.Dto.Proposal.Fees.NewHouseholdPaperworkFees: properties: newHouseholdId: type: integer format: int32 householdValue: type: number format: double billEntityId: type: integer format: int32 billEntityName: type: string billEntityDesc: type: string foundInLevel: type: string billScheduleId: type: integer format: int32 billScheduleType: type: string billScheduleName: type: string billScheduleDescription: type: string billEntityFee: type: number format: double calculatedFeePoints: type: number format: double calcMethod: type: string feeDetails: items: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Fees.FeeDetail' xml: name: FeeDetail wrapped: true type: array xml: name: NewHouseholdPaperworkFees type: object WebComponent.Dto.CustomIndexing.TaxAssessment: properties: unRealizedGainsShortTerm: type: number format: double unRealizedGainsLongTerm: type: number format: double proposedRealizedGainsShortTerm: type: number format: double proposedRealizedGainsLongTerm: type: number format: double unRealizedLossesShortTerm: type: number format: double unRealizedLossesLongTerm: type: number format: double netUnRealizedGainsAndLosses: readOnly: true type: number format: double proposedRealizedLossesShortTerm: type: number format: double proposedRealizedLossesLongTerm: type: number format: double numOfSecuritiesSold: type: integer format: int32 numOfSecuritiesBought: type: integer format: int32 proposedTurnOverBuys: type: number format: double proposedTurnOverSells: type: number format: double fullLiquidationTaxCost: type: number format: double transitionTaxCost: type: number format: double proposedTurnover: type: number format: double proposedUnRealizedGainsShortTerm: type: number format: double proposedUnRealizedGainsLongTerm: type: number format: double proposedUnRealizedLossesShortTerm: type: number format: double proposedUnRealizedLossesLongTerm: type: number format: double netUnrealizedGainLoss: type: number format: double xml: name: TaxAssessment type: object OrionRiskIntelligence.Dto.RiskProfile.BenchmarkDto: properties: expectedReturn: type: number format: double expectedReturn5Yr: type: number format: double liquidity: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.LiquidityDto' strategyFee: type: number format: double usePctAllocation: type: string timeframe: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.TimeFrameDto' portStartDate: type: string format: date-time jsonPositions: items: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.PositionDto' xml: name: PositionDto wrapped: true type: array id: type: string value: type: number format: double feeAnalysis: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.FeeAnalysisDto' timeframesp500Beta: type: number format: double pvh: items: type: object type: array leversToWatch: items: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.LeversToWatchDto' xml: name: LeversToWatchDto wrapped: true type: array riskMeasures: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.RiskMeasureDto' isTickerWrapper: type: string mddstart: type: string format: date-time worstScenarioImpact: type: number format: double excludedSymbols: items: type: object type: array assetType: type: string mpt: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.MptDto' industryid: type: string name: type: string pctLiquid: type: number format: double famaFactors: items: type: object type: array analyzableValue: type: number format: double assetClasses: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.AssetClassesDto' mddend: type: string format: date-time xml: name: BenchmarkDto type: object Element.Proposal.Dto.Proposal.Fees.ModelAggFeeInfo: properties: modelAggId: type: integer format: int32 percentOfAccount: type: number format: double percentOfHousehold: type: number format: double value: type: number format: double calcMethod: type: string aggregateByHousehold: type: boolean modelAggBillScheduleEntityFees: items: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Fees.BillEntityScheduleFeeInfo' xml: name: BillEntityScheduleFeeInfo wrapped: true type: array name: type: string description: type: string totalFee: type: number format: double xml: name: ModelAggFeeInfo type: object WebComponent.Dto.CustomIndexing.Client: properties: entityId: type: string entityIdentifier: type: string entitySource: type: string entityType: type: string name: type: string clientType: type: string xml: name: Client type: object Element.Proposal.Dto.FactSheet.FactSheetDataDto: properties: title: type: string entityName: type: string secondaryEntityId: type: integer format: int32 secondaryEntityName: type: string sleeveStrategyAggregateId: type: integer format: int32 riskScore: type: integer format: int32 expenseRatio: type: number format: double historicalPerformanceChartHeader: type: string historicalPerformanceChartHtml: type: string riskReturnChartHtml: type: string isWeathAdvisory: type: boolean startDate: type: string format: date-time endDate: type: string format: date-time lastCalendarYearPerformanceDate: type: string format: date-time performanceChartData: $ref: '#/components/schemas/Element.Proposal.Dto.FactSheet.FactSheetPerformanceChartDto' benchmark: $ref: '#/components/schemas/Element.Proposal.Dto.FactSheet.FactSheetBenchmarkDto' threeMonthRiskProfile: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.RiskProfileDto' oneYearRiskProfile: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.RiskProfileDto' threeYearRiskProfile: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.RiskProfileDto' fiveYearRiskProfile: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.RiskProfileDto' tenYearRiskProfile: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.RiskProfileDto' inceptionRiskProfile: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.RiskProfileDto' messages: items: type: string type: array returns: items: $ref: '#/components/schemas/Element.Proposal.Dto.FactSheet.FactSheetReturnDto' xml: name: FactSheetReturnDto wrapped: true type: array performances: items: $ref: '#/components/schemas/Element.Proposal.Dto.FactSheet.FactSheetPerformanceDto' xml: name: FactSheetPerformanceDto wrapped: true type: array riskStatistics: items: $ref: '#/components/schemas/Element.Proposal.Dto.FactSheet.FactSheetRiskStatisticsDto' xml: name: FactSheetRiskStatisticsDto wrapped: true type: array riskGrossStatistics: items: $ref: '#/components/schemas/Element.Proposal.Dto.FactSheet.FactSheetRiskStatisticsDto' xml: name: FactSheetRiskStatisticsDto wrapped: true type: array assetClasses: items: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalAssetClassDto' xml: name: ProposalAssetClassDto wrapped: true type: array assetCategories: items: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalAssetCategoryDto' xml: name: ProposalAssetCategoryDto wrapped: true type: array modelAggAssetClass: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalAssetClassDto' modelAggAssetCategory: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalAssetCategoryDto' calendarYearPerformanceGroups: items: $ref: '#/components/schemas/Element.Proposal.Dto.FactSheet.CalendarYearPerformanceGroupDto' xml: name: CalendarYearPerformanceGroupDto wrapped: true type: array portfolioOverview: type: string portfolioManagementTeam: type: string wealthAdvisoryAccount: type: boolean wealthAdvisoryBenchmarks: items: $ref: '#/components/schemas/Element.Proposal.Dto.FactSheet.FactSheetBenchmarkDto' xml: name: FactSheetBenchmarkDto wrapped: true type: array entityId: type: integer format: int32 factSheetType: type: string enum: - NoData - Composite - FinMason - Product - Blended factSheetDataGenerationId: readOnly: true type: string loggingId: readOnly: true type: string tenantCode: type: string createDate: type: string format: date-time xml: name: FactSheetDataDto type: object WebComponent.Dto.CustomIndexing.CapitalGainsScenario: properties: name: type: string statistics: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.Statistics' holdings: items: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.Holding' xml: name: Holding wrapped: true type: array transactions: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.Transactions' xml: name: CapitalGainsScenario type: object Element.Proposal.Dto.Product.ModelAggHoldingDto: properties: modelAggName: type: string modelAggAllocation: type: number format: double investmentAmount: type: number format: double estimatedIncome: type: number format: double xml: name: ModelAggHoldingDto type: object WebComponent.Dto.CustomIndexing.DateTargetSettings: properties: range: type: string chosenNumberOfYears: type: integer format: int32 totalCapitalGainsBudget: type: number format: double capitalGainsTargetSettings: items: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.CapitalGainsTargetSetting' xml: name: CapitalGainsTargetSetting wrapped: true type: array xml: name: DateTargetSettings type: object OrionRiskIntelligence.Dto.RiskProfile.DetailDto: properties: pct: type: number format: double ticker: type: string quantity: type: number format: double price: type: number format: double name: type: string xml: name: DetailDto type: object OrionRiskIntelligence.Dto.RiskProfile.MktCapBreakdownDto: properties: small: type: number format: double large: type: number format: double mid: type: number format: double xml: name: MktCapBreakdownDto type: object WebComponent.Dto.CustomIndexing.Sectors: properties: initialEnergy: type: number format: double targetEnergy: type: number format: double optimizedEnergy: type: number format: double initialFinancial: type: number format: double targetFinancial: type: number format: double optimizedFinancial: type: number format: double initialHealthCare: type: number format: double targetHealthCare: type: number format: double optimizedHealthCare: type: number format: double initialMaterials: type: number format: double targetMaterials: type: number format: double optimizedMaterials: type: number format: double initialIndustrial: type: number format: double targetIndustrial: type: number format: double optimizedIndustrial: type: number format: double initialIT: type: number format: double targetIT: type: number format: double optimizedIT: type: number format: double initialCommunication: type: number format: double targetCommunication: type: number format: double optimizedCommunication: type: number format: double initialUtilities: type: number format: double targetUtilities: type: number format: double optimizedUtilities: type: number format: double initialRealEstate: type: number format: double targetRealEstate: type: number format: double optimizedRealEstate: type: number format: double initialConsumerCyclical: type: number format: double targetConsumerCyclical: type: number format: double optimizedConsumerCyclical: type: number format: double initialConsumerDefensive: type: number format: double optimizedConsumerDefensive: type: number format: double targetConsumerDefensive: type: number format: double xml: name: Sectors type: object WebComponent.Dto.CustomIndexing.CurrentHoldings: properties: name: type: string statistics: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.Statistics' xml: name: CurrentHoldings type: object Element.Proposal.Dto.Proposal.Core.ProposalRiskQuestionnairePossibleAnswerDto: properties: id: type: integer format: int32 mappedId: type: integer format: int32 text: type: string value: type: integer format: int32 isSelected: type: boolean xml: name: ProposalRiskQuestionnairePossibleAnswerDto type: object Element.Proposal.Dto.FactSheet.FactSheetBenchmarkDto: properties: name: type: string returns: items: $ref: '#/components/schemas/Element.Proposal.Dto.FactSheet.FactSheetReturnDto' xml: name: FactSheetReturnDto wrapped: true type: array indexes: items: $ref: '#/components/schemas/Element.Proposal.Dto.FactSheet.FactSheetBenchmarkIndexDto' xml: name: FactSheetBenchmarkIndexDto wrapped: true type: array riskStatistics: items: $ref: '#/components/schemas/Element.Proposal.Dto.FactSheet.FactSheetRiskStatisticsDto' xml: name: FactSheetRiskStatisticsDto wrapped: true type: array xml: name: FactSheetBenchmarkDto type: object OrionRiskIntelligence.Dto.RiskProfile.SectorBreakdownDto: properties: Utilities: type: number format: double Energy: type: number format: double Consumer Staples: type: number format: double Technology: type: number format: double Real Estate: type: number format: double Materials: type: number format: double Financials: type: number format: double Communications: type: number format: double Healthcare: type: number format: double Industrials: type: number format: double Consumer Discretionary: type: number format: double xml: name: SectorBreakdownDto type: object OrionRiskIntelligence.Dto.RiskProfile.RiskProfileDto: properties: id: type: integer format: int32 portfolio: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.PortfolioDto' benchmark: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.BenchmarkDto' correlations: items: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.CorrelationDto' xml: name: CorrelationDto wrapped: true type: array xml: name: RiskProfileDto type: object Element.Proposal.Dto.Proposal.Core.ProspectHouseholdMemberDto: properties: fullName: type: string age: type: integer format: int32 xml: name: ProspectHouseholdMemberDto type: object WebComponent.Dto.CustomIndexing.StyleSettings: properties: quantityType: type: string depositCash: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.DepositCash' fundPortfolio: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.FundPortfolio' multiYear: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.MultiYear' oneYear: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.OneYear' withdrawCash: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.WithdrawCash' xml: name: StyleSettings type: object Element.Proposal.Dto.Proposal.Core.ProposalInvestmentObjectiveDto: properties: id: type: integer format: int32 description: type: string sequenceNumber: type: integer format: int32 riskRangeLow: type: integer format: int32 riskRangeHigh: type: integer format: int32 driftRangeLow: type: integer format: int32 driftRangeHigh: type: integer format: int32 riskScore: type: integer format: int32 detail: type: string xml: name: ProposalInvestmentObjectiveDto type: object WebComponent.Dto.CustomIndexing.Sell: properties: ticker: type: string value: type: number format: double xml: name: Sell type: object Element.Proposal.Dto.Proposal.Core.ProposalComparisonHousehold: properties: name: type: string accounts: items: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalManualAccount' xml: name: ProposalManualAccount wrapped: true type: array holdings: items: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalHoldingDto' xml: name: ProposalHoldingDto wrapped: true type: array riskProfile: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.RiskProfileDto' assetCategoryAllocations: items: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalAssetCategoryDto' xml: name: ProposalAssetCategoryDto wrapped: true type: array xml: name: ProposalComparisonHousehold type: object WebComponent.Dto.CustomIndexing.Category: properties: id: type: integer format: int32 name: type: string xml: name: Category type: object WebComponent.Dto.CustomIndexing.SimpleTargetStrategy: properties: description: type: string displayStrategyName: type: string benchmarkDisplayName: type: string firmId: type: string strategyName: type: string xml: name: SimpleTargetStrategy type: object OAS.WebApi.DTO.Reporting.Performance.PerformanceBenchmarkSummary: properties: pkGroup: type: integer format: int32 fkKey: type: integer format: int32 bmType: type: string pkDateRange: type: integer format: int32 dateRangeName: type: string performance: type: number format: double startDate: type: string format: date-time endDate: type: string format: date-time error: type: integer format: int32 annualize: type: boolean overflow: type: boolean daysInPeriod: type: integer format: int32 xml: name: PerformanceBenchmarkSummary type: object Element.Proposal.Dto.Proposal.Fees.FeeDto: properties: name: type: string value: type: number format: double investmentAmount: type: number format: double howBilled: type: integer format: int32 points: type: number format: double dollarAmount: type: number format: double xml: name: FeeDto type: object Element.Proposal.Dto.FactSheet.FactSheetPerformanceDto: properties: timeFrame: type: string enum: - Inception - OneMonth - ThreeMonth - YearToDate - OneYear - ThreeYear - FiveYear - TenYear - Period - Year2000 - Year2001 - Year2002 - Year2003 - Year2004 - Year2005 - Year2006 - Year2007 - Year2008 - Year2009 - Year2010 - Year2011 - Year2012 - Year2013 - Year2014 - Year2015 - Year2016 - Year2017 - Year2018 - Year2019 - Year2020 - Year2021 - Year2022 - Year2023 - Year2024 - Year2025 - Year2026 - Year2027 - Year2028 - Year2029 - Year2030 bestPeriod: type: string format: date-time bestReturn: type: number format: double worstPeriod: type: string format: date-time worstReturn: type: number format: double xml: name: FactSheetPerformanceDto type: object Element.Proposal.Dto.Proposal.Fees.FeeDetail: properties: minAmount: type: number format: double maxAmount: type: number format: double rate: type: number format: double assignedFee: type: number format: double points: type: number format: double xml: name: FeeDetail type: object OrionRiskIntelligence.Dto.RiskProfile.FiSectorBreakdownDto: properties: Government: type: number format: double Cash Equivalent: type: number format: double Corporate: type: number format: double Securitized: type: number format: double Other: type: number format: double Municipal: type: number format: double xml: name: FiSectorBreakdownDto type: object OrionRiskIntelligence.Dto.RiskProfile.FiRegionsDto: properties: Europe: type: number format: double North America: type: number format: double Asia + Pacific: type: number format: double xml: name: FiRegionsDto type: object WebComponent.Dto.CustomIndexing.CapitalGainsTargetSetting: properties: year: type: integer format: int32 shortTermTaxRate: type: number format: double longTermTaxRate: type: number format: double xml: name: CapitalGainsTargetSetting type: object Element.Proposal.Dto.Proposal.Core.ProposalSsaModelSelectionDto: properties: id: type: integer format: int32 name: type: string mandate: type: string assetClass: type: string allocation: type: number format: double investmentAmount: type: number format: double riskScore: type: integer format: int32 xml: name: ProposalSsaModelSelectionDto type: object OAS.WebApi.DTO.Reporting.Performance.PerformancePortfolioDetail: properties: pkGroup: type: integer format: int32 calcGrossOfFees: type: boolean asOfDate: type: string format: date-time factor: type: number format: double xml: name: PerformancePortfolioDetail type: object Element.Proposal.Dto.Proposal.Core.ProposalRiskQuestionnaireQuestionDto: properties: id: type: integer format: int32 mappedId: type: integer format: int32 text: type: string questionKey: type: string xml: name: ProposalRiskQuestionnaireQuestionDto 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 Element.Proposal.Dto.Requests.ProposalRequest: properties: name: type: string description: type: string fragmentGuids: items: example: 00000000-0000-0000-0000-000000000000 type: string format: uuid type: array prospectId: type: string xml: name: ProposalRequest type: object Element.Proposal.Dto.FactSheet.FactSheetPerformanceChartSeriesDataDto: properties: performanceDate: type: string format: date-time allocationPercent: type: number format: double allocationAmount: type: number format: double xml: name: FactSheetPerformanceChartSeriesDataDto type: object OAS.WebApi.DTO.Reporting.Performance.PerformanceStatistic: properties: pkDateRange: type: integer format: int32 pkGroup: type: integer format: int32 calcGrossOfFees: type: boolean fkKey: type: integer format: int32 bmType: type: string fkStatistic: type: integer format: int32 value: type: number format: double xml: name: PerformanceStatistic type: object Element.Proposal.Dto.Proposal.Core.ProposalManualAccountPosition: properties: manualAccountPositionId: type: integer format: int32 manualAccountId: type: integer format: int32 name: type: string ticker: type: string quantity: type: integer format: int32 marketValue: type: number format: double orionProductId: type: integer format: int32 riskScore: type: integer format: int32 xml: name: ProposalManualAccountPosition type: object WebComponent.Dto.CustomIndexing.Advisor: properties: orionConnectToken: type: string representativeId: type: string connectId: type: string firmId: type: string name: type: string xml: name: Advisor type: object OAS.WebApi.DTO.Reporting.Envision.ReportRepresentativeAccessRuleDto: properties: representativeId: type: integer format: int32 name: type: string canRun: type: boolean xml: name: ReportRepresentativeAccessRuleDto type: object OAS.WebApi.DTO.Reporting.Envision.ReportDatabaseAccessRuleDto: properties: alClientId: type: integer format: int32 loginEntityId: type: string enum: - BrokerDealer - Wholesaler - Representative - Client - RIA - Administrator - SubAdvisor - ThirdPartyAdministrator - Custodian - PlanSponsor - ThirdParty - ServiceAccount - Participant - RepAccountManager - Payee - RIATable - Cotenant name: type: string canRun: type: boolean canEdit: type: boolean xml: name: ReportDatabaseAccessRuleDto type: object WebComponent.Dto.CustomIndexing.Meta: properties: compositeKey: type: string xml: name: Meta type: object Element.Proposal.Dto.Proposal.Core.ProposalAccountDto: properties: id: type: integer format: int32 name: type: string nickname: type: string primaryOwnerName: type: string jointOwnerName: type: string objective: type: string registrationType: type: string primaryRepName: type: string hasSsaSelectedAllocation: type: boolean advisoryFeeSplitReps: type: string investmentAmount: type: number format: double riskScore: type: integer format: int32 targetRiskScore: type: integer format: int32 targetRiskObjective: type: string isWeathAdvisory: type: boolean custodian: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalCustodianDto' fees: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Fees.FeesDto' newHouseholdFees: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Fees.NewHouseholdFees' newHouseholdPaperworkFees: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Fees.NewHouseholdPaperworkFees' comparisonAccount: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalAccountDto' riskProfile: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.RiskProfileDto' ssaSelection: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalSsaModelSelectionDto' primaryRep: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalAccountPrimaryRepDto' riskQuestionnaire: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalRiskQuestionnaireDto' modelAggs: items: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalModelAggDto' xml: name: ProposalModelAggDto wrapped: true type: array mandates: items: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalMandateDto' xml: name: ProposalMandateDto wrapped: true type: array assetClasses: items: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalAssetClassDto' xml: name: ProposalAssetClassDto wrapped: true type: array assetCategories: items: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalAssetCategoryDto' xml: name: ProposalAssetCategoryDto wrapped: true type: array holdings: items: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalHoldingDto' xml: name: ProposalHoldingDto wrapped: true type: array stressTestGroups: items: $ref: '#/components/schemas/Element.Proposal.Dto.Integrations.OrionRiskIntelligence.StressTestsGroupedDto' xml: name: StressTestsGroupedDto wrapped: true type: array riskIntelligenceSectors: items: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalSectorDto' xml: name: ProposalSectorDto wrapped: true type: array riskIntelligenceGeographies: items: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalGeographyDto' xml: name: ProposalGeographyDto wrapped: true type: array investmentObjectives: items: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalInvestmentObjectiveDto' xml: name: ProposalInvestmentObjectiveDto wrapped: true type: array weightedAssetClassAllocations: items: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalAssetClassDto' xml: name: ProposalAssetClassDto wrapped: true type: array accountAssetClassHoldings: items: $ref: '#/components/schemas/Element.Proposal.Dto.Product.AssetClassHoldingDto' xml: name: AssetClassHoldingDto wrapped: true type: array xml: name: ProposalAccountDto type: object OrionRiskIntelligence.Dto.RiskProfile.CorrelationDto: properties: ticker1: type: string correlation: type: number format: double pvalue: type: number format: double ticker2: type: string name2: type: string name1: type: string xml: name: CorrelationDto type: object WebComponent.Dto.CustomIndexing.MultiYear: properties: customCapitalGainsTargets: type: boolean dateTargetSettings: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.DateTargetSettings' xml: name: MultiYear type: object OrionRiskIntelligence.Dto.RiskProfile.AssetClassesDto: properties: detailed: items: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.DetailDto' xml: name: DetailDto wrapped: true type: array industry: items: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.DetailDto' xml: name: DetailDto wrapped: true type: array basic: items: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.DetailDto' xml: name: DetailDto wrapped: true type: array xml: name: AssetClassesDto type: object OAS.WebApi.DTO.Reporting.Performance.PerformanceBenchmarkDetail: properties: pkGroup: type: integer format: int32 fkKey: type: integer format: int32 bmType: type: string asOfDate: type: string format: date-time factor: type: number format: double xml: name: PerformanceBenchmarkDetail type: object OrionRiskIntelligence.Dto.RiskProfile.FiSectorDetailsDto: properties: Convertible: type: number format: double Commercial MBS: type: number format: double Bank Loan: type: number format: double Non-Agency MBS: type: number format: double Cash Equivalent: type: number format: double Agency MBS: type: number format: double Asset-Backed: type: number format: double US Treasury: type: number format: double Corporate Bond: type: number format: double Foreign Govt: type: number format: double Other: type: number format: double Municipal: type: number format: double xml: name: FiSectorDetailsDto type: object OAS.DataModel.SimpleGuidKeyEntity: properties: id: example: 00000000-0000-0000-0000-000000000000 type: string format: uuid name: type: string xml: name: SimpleGuidKeyEntity type: object OAS.WebApi.DTO.Reporting.Envision.FragmentPortfolioDto: properties: category: type: string parentCategory: type: string name: type: string description: type: string canEdit: type: boolean canDelete: type: boolean auditedBy: type: string auditedDate: type: string format: date-time isDynamic: type: boolean xml: name: FragmentPortfolioDto type: object OAS.WebApi.DTO.Reporting.Element.ModelAggAllocations: properties: modelAggId: type: integer format: int32 allocation: type: integer format: int32 xml: name: ModelAggAllocations type: object OAS.WebApi.DTO.Reporting.Envision.ReportRepresentativesClientsAccessRuleDto: properties: representativeId: type: integer format: int32 name: type: string canRun: type: boolean xml: name: ReportRepresentativesClientsAccessRuleDto type: object WebComponent.Dto.CustomIndexing.Advanced: properties: maxNumberOfAssets: type: integer format: int32 maxTrackingError: type: number format: double minTrackingError: type: number format: double capitalGainsTaxRates: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.CapitalGainsTaxRates' capitalGainsBudget: type: integer format: int32 xml: name: Advanced type: object Element.Proposal.Dto.FactSheet.FactSheetBenchmarkIndexDto: properties: id: type: integer format: int32 name: type: string code: type: string value: type: number format: double riskStatistics: items: $ref: '#/components/schemas/Element.Proposal.Dto.FactSheet.FactSheetRiskStatisticsDto' xml: name: FactSheetRiskStatisticsDto wrapped: true type: array xml: name: FactSheetBenchmarkIndexDto type: object OAS.WebApi.DTO.Reporting.Performance.PerformancePortfolioSummary: properties: pkGroup: type: integer format: int32 calcGrossOfFees: type: boolean pkDateRange: type: integer format: int32 dateRangeName: type: string performance: type: number format: double startDate: type: string format: date-time endDate: type: string format: date-time error: type: integer format: int32 annualize: type: boolean overflow: type: boolean daysInPeriod: type: integer format: int32 xml: name: PerformancePortfolioSummary type: object Element.Proposal.Dto.Proposal.Core.ProposalProspectDto: properties: weightedAssetClassAllocations: items: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalAssetClassDto' xml: name: ProposalAssetClassDto wrapped: true type: array prospectId: type: string name: type: string brokerDealerId: type: integer format: int32 brokerDealerName: type: string repId: type: integer format: int32 targetRiskScore: type: integer format: int32 calculatedRiskScore: type: integer format: int32 investmentAmount: type: number format: double proposalId: type: string targetInvestmentObjective: type: string calculatedInvestmentObjective: type: string proposedRetirementExpenseRatio: type: number format: double proposedRetirementObjective: type: string isWeathAdvisory: type: boolean additionalRepNames: type: string rep: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalProspectRepDto' fees: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Fees.FeesDto' newHouseholdFees: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Fees.NewHouseholdFees' newHouseholdPaperworkFees: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Fees.NewHouseholdPaperworkFees' riskProfile: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.RiskProfileDto' holdings: items: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalHoldingDto' xml: name: ProposalHoldingDto wrapped: true type: array stressTestGroups: items: $ref: '#/components/schemas/Element.Proposal.Dto.Integrations.OrionRiskIntelligence.StressTestsGroupedDto' xml: name: StressTestsGroupedDto wrapped: true type: array proposalRiskQuestionnaireAnswers: items: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalRiskQuestionnaireAnswerDto' xml: name: ProposalRiskQuestionnaireAnswerDto wrapped: true type: array householdMembers: items: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProspectHouseholdMemberDto' xml: name: ProspectHouseholdMemberDto wrapped: true type: array riskIntelligenceSectors: items: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalSectorDto' xml: name: ProposalSectorDto wrapped: true type: array riskIntelligenceGeographies: items: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalGeographyDto' xml: name: ProposalGeographyDto wrapped: true type: array investmentObjectives: items: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalInvestmentObjectiveDto' xml: name: ProposalInvestmentObjectiveDto wrapped: true type: array mandates: items: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalMandateDto' xml: name: ProposalMandateDto wrapped: true type: array prospectAssetClassAllocations: items: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalAssetClassDto' xml: name: ProposalAssetClassDto wrapped: true type: array prospectAssetCategoryAllocations: items: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalAssetCategoryDto' xml: name: ProposalAssetCategoryDto wrapped: true type: array prospectModelAggAllocations: items: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalModelAggDto' xml: name: ProposalModelAggDto wrapped: true type: array comparisonHousehold: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalComparisonHousehold' xml: name: ProposalProspectDto type: object WebComponent.Dto.CustomIndexing.SecurityRestriction: properties: ticker: type: string minPercentWeight: type: number format: double maxPercentWeight: type: number format: double restrictionType: type: string enum: - none - sellAllShares - doNotTrade - doNotBuy - doNotSell - percent - bringWeightTo xml: name: SecurityRestriction type: object Element.Proposal.Dto.FactSheet.FactSheetPerformanceChartDto: properties: rangeBeginDate: type: string format: date-time rangeEndDate: type: string format: date-time performanceChartSeriesData: items: $ref: '#/components/schemas/Element.Proposal.Dto.FactSheet.FactSheetPerformanceChartSeriesDataDto' xml: name: FactSheetPerformanceChartSeriesDataDto wrapped: true type: array xml: name: FactSheetPerformanceChartDto type: object OAS.WebApi.DTO.Reporting.Envision.FragmentVerboseDto: properties: id: example: 00000000-0000-0000-0000-000000000000 type: string format: uuid name: type: string type: readOnly: true type: string portfolio: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Envision.FragmentPortfolioDto' schema: $ref: '#/components/schemas/OAS.DataModel.Reporting.ControlBase' requiredOptions: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.ReportOption' xml: name: ReportOption wrapped: true type: array additionalOptions: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.ReportOptionCategory' xml: name: ReportOptionCategory wrapped: true type: array referencedOptions: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Envision.FragmentVerboseReferencedOptionDto' xml: name: FragmentVerboseReferencedOptionDto wrapped: true type: array loginAccessRules: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Envision.ReportLoginAccessRuleDto' xml: name: ReportLoginAccessRuleDto wrapped: true type: array databaseGroupAccessRules: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Envision.ReportDatabaseGroupAccessRuleDto' xml: name: ReportDatabaseGroupAccessRuleDto wrapped: true type: array databaseAccessRules: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Envision.ReportDatabaseAccessRuleDto' xml: name: ReportDatabaseAccessRuleDto wrapped: true type: array roleAccessRules: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Envision.ReportRoleAccessRuleDto' xml: name: ReportRoleAccessRuleDto wrapped: true type: array userAccessRules: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Envision.ReportUserAccessRuleDto' xml: name: ReportUserAccessRuleDto wrapped: true type: array representativeAccessRules: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Envision.ReportRepresentativeAccessRuleDto' xml: name: ReportRepresentativeAccessRuleDto wrapped: true type: array representativesClientsAccessRules: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Envision.ReportRepresentativesClientsAccessRuleDto' xml: name: ReportRepresentativesClientsAccessRuleDto wrapped: true type: array clientAccessRules: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Envision.ReportClientAccessRuleDto' xml: name: ReportClientAccessRuleDto wrapped: true type: array brokerDealerAccessRules: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Envision.ReportBrokerDealerAccessRuleDto' xml: name: ReportBrokerDealerAccessRuleDto wrapped: true type: array brokerDealersRepresentativesAccessRules: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Envision.ReportBrokerDealersRepresentativesAccessRuleDto' xml: name: ReportBrokerDealersRepresentativesAccessRuleDto wrapped: true type: array xml: name: FragmentVerboseDto type: object OrionRiskIntelligence.Dto.RiskProfile.FiCouponDetailsDto: properties: 4-6%: type: number format: double 10-12%: type: number format: double Over 12%: type: number format: double 0%: type: number format: double 0-4%: type: number format: double 8-10%: type: number format: double 6-8%: type: number format: double xml: name: FiCouponDetailsDto type: object Element.Proposal.Dto.Prospects.ProspectDto: properties: prospectId: type: string orionPlanningHouseholdId: type: integer format: int32 name: type: string repId: type: integer format: int32 xml: name: ProspectDto type: object OAS.WebApi.DTO.Reporting.Envision.ReportLoginAccessRuleDto: properties: loginEntityId: type: string enum: - BrokerDealer - Wholesaler - Representative - Client - RIA - Administrator - SubAdvisor - ThirdPartyAdministrator - Custodian - PlanSponsor - ThirdParty - ServiceAccount - Participant - RepAccountManager - Payee - RIATable - Cotenant canRun: type: boolean xml: name: ReportLoginAccessRuleDto type: object Element.Proposal.Dto.Responses.ProposalResponse: properties: status: type: string enum: - New - InProgress - Completed - CompletedWithErrors - MaximumProcessingAttemptsReached - Error - NoDataFound - Unknown pdfBytes: type: string format: byte prospectId: type: string messages: items: type: string type: array proposalName: type: string proposalError: type: string xml: name: ProposalResponse type: object Element.Proposal.Dto.Proposal.Fees.BillEntityFeeInfo: properties: billEntityId: type: integer format: int32 name: type: string description: type: string totalFee: type: number format: double xml: name: BillEntityFeeInfo type: object Element.Proposal.Dto.Proposal.Core.ProposalManualAccount: properties: manualAccountId: type: integer format: int32 name: type: string accountValue: type: number format: double positions: items: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalManualAccountPosition' xml: name: ProposalManualAccountPosition wrapped: true type: array xml: name: ProposalManualAccount type: object WebComponent.Dto.CustomIndexing.CapitalGainsTaxRates: properties: longTerm: type: number format: double shortTerm: type: number format: double xml: name: CapitalGainsTaxRates type: object WebComponent.Dto.CustomIndexing.DepositCash: properties: capitalGainsTarget: type: number format: double xml: name: DepositCash type: object WebComponent.Dto.CustomIndexing.SellAllHoldings: properties: statistics: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.Statistics' xml: name: SellAllHoldings type: object OAS.WebApi.DTO.Reporting.Element.FactSheetParametersDto: properties: repId: type: integer format: int32 orionRepId: type: integer format: int32 modelAggId: type: integer format: int32 modelId: type: integer format: int32 modelName: type: string overlayModelName: type: string modelAggAllocations: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Element.ModelAggAllocations' xml: name: ModelAggAllocations wrapped: true type: array targetRiskScore: type: integer format: int32 isOatTenant: type: boolean xml: name: FactSheetParametersDto type: object WebComponent.Dto.CustomIndexing.PreferenceDisplay: properties: name: type: string value: type: string type: type: string xml: name: PreferenceDisplay type: object Element.Proposal.Dto.Proposal.Core.ProposalAccountPrimaryRepDto: properties: id: type: integer format: int32 name: type: string address1: type: string address2: type: string city: type: string state: type: string zip: type: string email: type: string phone: type: string xml: name: ProposalAccountPrimaryRepDto type: object WebComponent.Dto.CustomIndexing.FundPortfolio: properties: capitalGainsTarget: type: number format: double xml: name: FundPortfolio type: object OAS.WebApi.DTO.Reporting.Element.ProposalParametersDto: properties: newHouseholdId: type: integer format: int32 accountId: type: integer format: int32 advizrHouseholdId: type: integer format: int32 rationaleText: type: string proposalFragments: items: $ref: '#/components/schemas/OAS.DataModel.SimpleGuidKeyEntity' xml: name: SimpleGuidKeyEntity wrapped: true type: array isOatTenant: type: boolean isCommunitiesAvailable: type: boolean xml: name: ProposalParametersDto type: object OrionRiskIntelligence.Dto.RiskProfile.TimeFrameDto: properties: endDate: type: string format: date-time timeString: type: string startDate: type: string format: date-time xml: name: TimeFrameDto type: object OrionRiskIntelligence.Dto.RiskProfile.RiskMeasureDto: properties: sp500Beta: type: number format: double aumfee: type: number format: double annualizedReturn: type: number format: double totalReturn: type: number format: double yield: type: number format: double expenseRatio: type: number format: double volatility: type: number format: double mdd: type: number format: double sharperatio: type: number format: double sortinoRatio: type: number format: double xml: name: RiskMeasureDto type: object OAS.WebApi.DTO.Reporting.Envision.ReportUserAccessRuleDto: properties: userId: type: integer format: int32 name: type: string canRun: type: boolean canEdit: type: boolean canDelete: type: boolean xml: name: ReportUserAccessRuleDto type: object Element.Proposal.Dto.Proposal.Core.ProposalProspectRepDto: properties: id: type: integer format: int32 name: type: string advisorBiography: type: string xml: name: ProposalProspectRepDto type: object OrionRiskIntelligence.Dto.RiskProfile.StyleRawBreakdownDto: properties: large-value: type: number format: double mid-blend: type: number format: double large-blend: type: number format: double small-growth: type: number format: double mid-value: type: number format: double small-blend: type: number format: double large-growth: type: number format: double small-value: type: number format: double mid-growth: type: number format: double xml: name: StyleRawBreakdownDto type: object Element.Proposal.Dto.Proposal.Core.ProposalCustodianDto: properties: id: type: integer format: int32 name: type: string description: type: string xml: name: ProposalCustodianDto type: object OAS.WebApi.DTO.Reporting.Envision.FragmentVerboseReferencedOptionDto: properties: optionGuid: example: 00000000-0000-0000-0000-000000000000 type: string format: uuid option: $ref: '#/components/schemas/OAS.DataModel.Reporting.ReportOption' xml: name: FragmentVerboseReferencedOptionDto type: object WebComponent.Dto.CustomIndexing.TargetStrategy: properties: benchmarkName: type: string numberOfHoldings: type: integer format: int32 holdings: items: $ref: '#/components/schemas/WebComponent.Dto.CustomIndexing.Holding' xml: name: Holding wrapped: true type: array riskProfile: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.RiskProfile.RiskProfileDto' xml: name: TargetStrategy type: object Element.Proposal.Dto.Proposal.Fees.NewHouseholdFees: properties: householdTotalFee: type: number format: double billEntityFees: items: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Fees.BillEntityFeeInfo' xml: name: BillEntityFeeInfo wrapped: true type: array accountFees: items: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Fees.AccountFeeInfo' xml: name: AccountFeeInfo wrapped: true type: array xml: name: NewHouseholdFees type: object Element.Proposal.Dto.Proposal.Core.ProposalRiskQuestionnaireDto: properties: id: type: integer format: int32 answers: items: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalRiskQuestionnaireAnswerDto' xml: name: ProposalRiskQuestionnaireAnswerDto wrapped: true type: array xml: name: ProposalRiskQuestionnaireDto type: object Element.Proposal.Dto.Integrations.OrionRiskIntelligence.StressTestsGroupedDto: properties: id: type: integer format: int32 parentid: type: integer format: int32 name: type: string description: type: string image: type: string stressTestScenarios: items: $ref: '#/components/schemas/OrionRiskIntelligence.Dto.StressTest.StressTestScenarioDto' xml: name: StressTestScenarioDto wrapped: true type: array xml: name: StressTestsGroupedDto type: object Element.Proposal.Dto.FactSheet.CalendarYearPerformanceDto: properties: year: type: integer format: int32 returnPercent: type: number format: double xml: name: CalendarYearPerformanceDto type: object OrionRiskIntelligence.Dto.RiskProfile.FiCountryDto: properties: country: type: string value: type: number format: double xml: name: FiCountryDto type: object OAS.WebApi.DTO.Reporting.Performance.PerformancePortfolio: properties: pkGroup: type: integer format: int32 fkParentGroup: type: integer format: int32 fkBucket: type: integer format: int32 fkEntity: type: integer format: int32 grouping: type: string enum: - Undefined - Representative - Client - Registration - Account - Asset - AssetClass - ProductType - Platform - RiskCategory - Product - IndexBlend - AssetCategory - AssetLevelStrategy - AggregateModel - AccountType - PortfolioGroup fkGroupEntity: type: integer format: int32 name: type: string inceptionDate: type: string format: date-time calcFirstDayPerformance: type: boolean calcGrossOfFees: type: string enum: - NetOfFees - GrossOfFees - Both includeAccruedInt: type: boolean portfolios: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Performance.PerformancePortfolio' xml: name: PerformancePortfolio wrapped: true type: array summaries: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Performance.PerformancePortfolioSummary' xml: name: PerformancePortfolioSummary wrapped: true type: array details: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Performance.PerformancePortfolioDetail' xml: name: PerformancePortfolioDetail wrapped: true type: array benchmarks: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Performance.PerformanceBenchmark' xml: name: PerformanceBenchmark wrapped: true type: array assetGroupAssignments: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Performance.PerformanceAssetGroupAssignment' xml: name: PerformanceAssetGroupAssignment wrapped: true type: array statistics: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Performance.PerformanceStatistic' xml: name: PerformanceStatistic wrapped: true type: array xml: name: PerformancePortfolio type: object Element.Proposal.Dto.FactSheet.FactSheetRiskStatisticsDto: properties: timeFrame: type: string enum: - Inception - OneMonth - ThreeMonth - YearToDate - OneYear - ThreeYear - FiveYear - TenYear - Period - Year2000 - Year2001 - Year2002 - Year2003 - Year2004 - Year2005 - Year2006 - Year2007 - Year2008 - Year2009 - Year2010 - Year2011 - Year2012 - Year2013 - Year2014 - Year2015 - Year2016 - Year2017 - Year2018 - Year2019 - Year2020 - Year2021 - Year2022 - Year2023 - Year2024 - Year2025 - Year2026 - Year2027 - Year2028 - Year2029 - Year2030 standardDeviation: type: number format: double sharpeRatio: type: number format: double sortinoRatio: type: number format: double beta: type: number format: double maxDrawdown: type: number format: double covariance: type: number format: double relativeRiskScore: type: number format: double annualizedReturn: type: number format: double cumulativeReturn: type: number format: double alpha: type: number format: double rSquared: type: number format: double xml: name: FactSheetRiskStatisticsDto type: object WebComponent.Dto.CustomIndexing.Holding: properties: purchaseDate: type: string format: date-time purchasePrice: type: number format: double shares: type: number format: double ticker: type: string productId: type: string productName: type: string holdingWeight: type: number format: double allocationPercent: type: number format: double orionProductId: type: integer format: int32 xml: name: Holding type: object OrionRiskIntelligence.Dto.RiskProfile.RegionBreakdownDto: properties: Middle East + Africa: type: number format: double Europe: type: number format: double North America: type: number format: double Asia + Pacific: type: number format: double Latin America: type: number format: double xml: name: RegionBreakdownDto type: object OAS.DataModel.Reporting.ReportOptionCategory: required: - category - options properties: category: type: string options: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.ReportOption' xml: name: ReportOption wrapped: true type: array xml: name: ReportOptionCategory type: object OAS.WebApi.DTO.Reporting.Envision.ReportBrokerDealerAccessRuleDto: properties: brokerDealerId: type: integer format: int32 name: type: string canRun: type: boolean xml: name: ReportBrokerDealerAccessRuleDto type: object Element.Proposal.Dto.Proposal.Core.ProposalRiskQuestionnaireAnswerDto: properties: id: type: integer format: int32 questionId: type: integer format: int32 answerId: type: integer format: int32 question: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalRiskQuestionnaireQuestionDto' possibleAnswers: items: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalRiskQuestionnairePossibleAnswerDto' xml: name: ProposalRiskQuestionnairePossibleAnswerDto wrapped: true type: array xml: name: ProposalRiskQuestionnaireAnswerDto type: object Element.Proposal.Dto.Product.AssetClassHoldingDto: properties: assetClassName: type: string assetClassAllocation: type: number format: double modelAggHoldings: items: $ref: '#/components/schemas/Element.Proposal.Dto.Product.ModelAggHoldingDto' xml: name: ModelAggHoldingDto wrapped: true type: array xml: name: AssetClassHoldingDto type: object WebComponent.Dto.CustomIndexing.Statistics: properties: numberOfHoldings: type: integer format: int32 trackingDifference: type: number format: double annualReturn: type: number format: double volatility: type: number format: double sharpeRatio: type: number format: double yield: type: number format: double performance: type: number format: double estimatedCapitalGains: type: number format: double estimatedTaxSavings: type: number format: double proposedTurnover: type: number format: double taxTransitionLiability: type: number format: double xml: name: Statistics type: object Element.Proposal.Dto.Proposal.Core.ProposalModelAggDto: properties: id: type: integer format: int32 sleeveStrategyId: type: integer format: int32 sleeveStrategyAggId: type: integer format: int32 name: type: string customIndexingKey: type: string mandate: type: string allocation: type: number format: double investmentAmount: type: number format: double riskScore: type: integer format: int32 managementStyle: type: string modelAggAssetClass: type: string isOptimized: type: boolean index: type: integer format: int32 subAdvisor: type: string subAdvisorId: type: integer format: int32 objective: type: string communityModelId: type: integer format: int64 fees: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Fees.FeesDto' benchmark: $ref: '#/components/schemas/Element.Proposal.Dto.FactSheet.FactSheetBenchmarkDto' investmentObjectives: items: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalInvestmentObjectiveDto' xml: name: ProposalInvestmentObjectiveDto wrapped: true type: array assetClasses: items: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalAssetClassDto' xml: name: ProposalAssetClassDto wrapped: true type: array assetCategories: items: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Core.ProposalAssetCategoryDto' xml: name: ProposalAssetCategoryDto wrapped: true type: array returns: items: $ref: '#/components/schemas/Element.Proposal.Dto.FactSheet.FactSheetReturnDto' xml: name: FactSheetReturnDto wrapped: true type: array xml: name: ProposalModelAggDto type: object WebComponent.Dto.CustomIndexing.SectorIndustryConstraint: properties: id: type: integer format: int32 name: type: string minimumValue: type: number format: double maximumValue: type: number format: double xml: name: SectorIndustryConstraint type: object OrionRiskIntelligence.Dto.RiskProfile.FiMaturityBreakdownDto: properties: Intermediate: type: number format: double Long: type: number format: double Less than 1 Year: type: number format: double Short: type: number format: double xml: name: FiMaturityBreakdownDto type: object Element.Proposal.Dto.Proposal.Core.ProposalAssetClassDto: properties: id: type: integer format: int32 name: type: string allocation: type: number format: double investmentAmount: type: number format: double color: type: string xml: name: ProposalAssetClassDto type: object Element.Proposal.Dto.Proposal.Fees.BillEntityScheduleFeeInfo: properties: billScheduleId: type: integer format: int32 billScheduleType: type: string billScheduleName: type: string foundInLevel: type: string feeDetails: items: $ref: '#/components/schemas/Element.Proposal.Dto.Proposal.Fees.FeeDetail' xml: name: FeeDetail wrapped: true type: array billEntityId: type: integer format: int32 name: type: string description: type: string totalFee: type: number format: double xml: name: BillEntityScheduleFeeInfo type: object securitySchemes: Authorization: type: apiKey description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"' name: Authorization in: header