openapi: 3.2.0 info: version: V1 title: Orion Connect Reporting/Widgets API x-swagger-net-version: 8.4.12.001 servers: - url: https://api.orionadvisor.com/api tags: - name: Reporting/Widgets paths: /v1/Reporting/Widgets: get: tags: - Reporting/Widgets summary: Widgets get operationId: Widgets_Get parameters: - name: dashboardLevel in: query description: 'Optional. Default: null. When provided only Dashboard Level specified are returned.' required: false schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.WidgetDto' xml: name: WidgetDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.WidgetDto' xml: name: WidgetDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.WidgetDto' xml: name: WidgetDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.WidgetDto' xml: name: WidgetDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.WidgetDto' xml: name: WidgetDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.WidgetDto' xml: name: WidgetDto wrapped: true type: array security: - Authorization: [] x-summary-source: derived /v1/Reporting/Widgets/DataEngine/{key}/Download/{filename}: get: tags: - Reporting/Widgets operationId: DashboardDataEngine_DownloadPdfAsync parameters: - name: key in: path required: true schema: type: integer format: int32 - name: filename in: path required: true schema: type: string format: uuid 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: Dashboard data engine download pdf async x-summary-source: derived /v1/Reporting/Widgets/DataEngine/Accounts/{accountId}/beneficiaries: get: tags: - Reporting/Widgets summary: Method to get registration beneficiaries for a account operationId: DashboardDataEngine_GetAccountBeneficiaries parameters: - name: accountId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RegistrationBeneficiaryDto' xml: name: RegistrationBeneficiaryDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RegistrationBeneficiaryDto' xml: name: RegistrationBeneficiaryDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RegistrationBeneficiaryDto' xml: name: RegistrationBeneficiaryDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RegistrationBeneficiaryDto' xml: name: RegistrationBeneficiaryDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RegistrationBeneficiaryDto' xml: name: RegistrationBeneficiaryDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RegistrationBeneficiaryDto' xml: name: RegistrationBeneficiaryDto wrapped: true type: array security: - Authorization: [] /v1/Reporting/Widgets/DataEngine/Accounts/{accountId}/IndexedAnnuities: get: tags: - Reporting/Widgets summary: Dashboard data engine get account indexed annuities async operationId: DashboardDataEngine_GetAccountIndexedAnnuitiesAsync parameters: - name: accountId in: path required: true schema: type: integer format: int32 - name: asOfDate in: query required: true schema: type: string - name: cancelationToken in: header required: false responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AssetIndexedAnnuityDto' xml: name: AssetIndexedAnnuityDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AssetIndexedAnnuityDto' xml: name: AssetIndexedAnnuityDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AssetIndexedAnnuityDto' xml: name: AssetIndexedAnnuityDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AssetIndexedAnnuityDto' xml: name: AssetIndexedAnnuityDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AssetIndexedAnnuityDto' xml: name: AssetIndexedAnnuityDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AssetIndexedAnnuityDto' xml: name: AssetIndexedAnnuityDto wrapped: true type: array security: - Authorization: [] x-summary-source: derived /v1/Reporting/Widgets/DataEngine/Accounts/{accountId}/InsightDocuments: get: tags: - Reporting/Widgets summary: Method to get insight documents for the account. operationId: DashboardDataEngine_GetAccountInsightDocuments parameters: - name: accountId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' xml: name: BlobBaseDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' xml: name: BlobBaseDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' xml: name: BlobBaseDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' xml: name: BlobBaseDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' xml: name: BlobBaseDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' xml: name: BlobBaseDto wrapped: true type: array security: - Authorization: [] post: tags: - Reporting/Widgets summary: Method to create insight documents for the account operationId: DashboardDataEngine_UploadAccountInsightDocumentAsync parameters: - name: accountId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.StaticFileDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.StaticFileDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.StaticFileDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.StaticFileDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.StaticFileDto' required: true /v1/Reporting/Widgets/DataEngine/Accounts/{accountId}/InsightDocuments/{fileId}: get: tags: - Reporting/Widgets summary: Method to get insight document for the account. operationId: DashboardDataEngine_DownloadAccountInsightDocuments parameters: - name: accountId in: path required: true schema: type: integer format: int32 - name: fileId 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: [] put: tags: - Reporting/Widgets summary: Method to update insight document for the account operationId: DashboardDataEngine_PutV1ReportingWidgetsDataEngineAccountsByAccountIdInsightDocumentsByFileId parameters: - name: accountId in: path required: true schema: type: integer format: int32 - name: fileId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.StaticFileDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.StaticFileDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.StaticFileDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.StaticFileDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.StaticFileDto' required: true delete: tags: - Reporting/Widgets summary: Method to delete insight document for the account operationId: DashboardDataEngine_DeleteAccountInsightDocument parameters: - name: accountId in: path required: true schema: type: integer format: int32 - name: fileId in: path required: true schema: type: integer format: int32 responses: '204': description: No Content security: - Authorization: [] /v1/Reporting/Widgets/DataEngine/Accounts/{accountId}/RmdCalculations: get: tags: - Reporting/Widgets summary: Method to get RMD calculation for the account operationId: DashboardDataEngine_GetAccountRmdCalculations parameters: - 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: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RmdDashboardDto' xml: name: RmdDashboardDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RmdDashboardDto' xml: name: RmdDashboardDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RmdDashboardDto' xml: name: RmdDashboardDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RmdDashboardDto' xml: name: RmdDashboardDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RmdDashboardDto' xml: name: RmdDashboardDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RmdDashboardDto' xml: name: RmdDashboardDto wrapped: true type: array security: - Authorization: [] /v1/Reporting/Widgets/DataEngine/Accounts/{accountId}/Suitabilitys: get: tags: - Reporting/Widgets summary: Method to get suitabilitys for the account operationId: DashboardDataEngine_GetAccountSuitabilitys parameters: - name: accountId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AccountAndSuitabilityDto' xml: name: AccountAndSuitabilityDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AccountAndSuitabilityDto' xml: name: AccountAndSuitabilityDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AccountAndSuitabilityDto' xml: name: AccountAndSuitabilityDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AccountAndSuitabilityDto' xml: name: AccountAndSuitabilityDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AccountAndSuitabilityDto' xml: name: AccountAndSuitabilityDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AccountAndSuitabilityDto' xml: name: AccountAndSuitabilityDto wrapped: true type: array security: - Authorization: [] /v1/Reporting/Widgets/DataEngine/Accounts/{accountId}/Systematics: get: tags: - Reporting/Widgets summary: Dashboard data engine get account systematics operationId: DashboardDataEngine_GetAccountSystematics parameters: - name: accountId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AccountAndSystematicsDto' xml: name: AccountAndSystematicsDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AccountAndSystematicsDto' xml: name: AccountAndSystematicsDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AccountAndSystematicsDto' xml: name: AccountAndSystematicsDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AccountAndSystematicsDto' xml: name: AccountAndSystematicsDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AccountAndSystematicsDto' xml: name: AccountAndSystematicsDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AccountAndSystematicsDto' xml: name: AccountAndSystematicsDto wrapped: true type: array security: - Authorization: [] x-summary-source: derived /v1/Reporting/Widgets/DataEngine/Action/SaveToPDF: post: tags: - Reporting/Widgets operationId: DashboardDataEngine_SaveToPDFAsync 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.Domains.Reporting.DashboardDataEngineController.SaveDashboardToPdfDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Reporting.DashboardDataEngineController.SaveDashboardToPdfDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Reporting.DashboardDataEngineController.SaveDashboardToPdfDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Reporting.DashboardDataEngineController.SaveDashboardToPdfDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Reporting.DashboardDataEngineController.SaveDashboardToPdfDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Reporting.DashboardDataEngineController.SaveDashboardToPdfDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Reporting.DashboardDataEngineController.SaveDashboardToPdfDto' required: true summary: Dashboard data engine save to PDF async x-summary-source: derived /v1/Reporting/Widgets/DataEngine/Advisor/AUM: get: tags: - Reporting/Widgets summary: Dashboard data engine get advisor AUM operationId: DashboardDataEngine_GetAdvisorAUM parameters: - name: runForEntity in: query required: true schema: type: string enum: - Undefined - Payee - BrokerDealer - Wholesaler - Representative - Client - Registration - Account - Asset - Product - Transaction - Distribution - FundFamily - Personal - PayoutSchedule - FeeSchedule - Platform - RIA - Custodian - Journal - SWP - Other - NASD - CashFunding - Bill - BillInstance - BillMasterPayout - Model - NewAccountClient - NewAccountReg - DownloadExclusion - Price - UserDefinedFields - NewAcctUserDef - ManagersMessage - IndexEntry - PerformanceFee - PerformancePayout - NewAccountAsset - Owner - Administrator - OutsideClient - SubAdvisor - ModelRange - FaxCover - Fax - OneTimeDistribution - WebLogin - Plan401k - BillAccountItem - ThirdPartyAdministrator - CrmContact - Participant - PlanSponsor - CRMEmailList - ThirdParty - WorkflowItem - WorkflowAction - ServiceAccount - EntityOption - HouseholdMember - DownloadSymbol - IndexBlend - NABenefit - AggregateModel - CompositeRange - RepAccountManager - ScriptsScrubs - ServiceAccountBrokerDealer - BusinessLine - Blob - AssetClass - ServiceAccountLite - NewAcctUserDefDtl - Branch - AssetLevelStrategy - Report - DataQueries - PriceUnUsed - ModelItem - AssetCategory - RiskCategory - PlatformRange - Dividend - RegistrationType - CustodianCommon - RepState - QpeDashboard - ReportBatch - ModelGroup - ShareClass - DownloadFile - User - DynamicGrouping - ProductType - ProductSubType - InvestmentObjective - PortfolioGroup - OrionRealizedLot - OrionUnrealizedLot - CustodianRealizedLot - CustodianUnrealizedLot - AssetCategoryParent - TaxType - AuditRequest - AuditRequestLetter - ManagedUnmanaged - AuditRowAttachment - InformPolicy - InformAnswerAttachment - UserDetail - BillPayMethod - ModelInclusion - CommunityModel - EclipseModel - Global - ClientCategory - Taxability - Qualified - TaxID - BondState - ProductTaxability - TargetAllocation - RIATable - ProductRegion - ProductPropertyType - ProductManagerAip - MoodyRating - SPRating - BondMaturityYear - InterestRate - RegistrationTaxType - MaturityPeriod - NewHousehold - BillPayoutDashboardPayment - OptionLevel - MarginAgreement - PrimeBrokerage - InformHistoricalDocument - SleeveStrategyAggregate - MorningstarSector - BillEntity - SleeveStrategy - MorningstarGeography - GenericProspect - BillEntityType - AdditionalRep - BillPayoutReport - ProductSubHolding - DownloadSource - ModelVsActual - ProductVintageYear - EclipsePortfolio - Country - Currency - SecurityClassification1 - SecurityClassification2 - SecurityClassification3 - SecurityClassification4 - SecurityClassification5 - SecurityClassification6 - SecurityClassification7 - SecurityClassification8 - SecurityClassification9 - SecurityClassification10 - SecurityClassification11 - SecurityClassification12 - SecurityClassification13 - SecurityClassification14 - SecurityClassification15 - SecurityClassification16 - SecurityClassification17 - SecurityClassification18 - SecurityClassification19 - SecurityClassification20 - SecurityClassification21 - SecurityClassification22 - SecurityClassification23 - SecurityClassification24 - SecurityClassification25 - DownloadRecord - CustomGrouping - Cotenant - AllocatedUnrealizedCostBasis - AllocatedRealizedCostBasis - name: asOfDate in: query required: false schema: type: string format: date-time responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.Portfolio.SpimAumInsight' xml: name: SpimAumInsight wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.Portfolio.SpimAumInsight' xml: name: SpimAumInsight wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.Portfolio.SpimAumInsight' xml: name: SpimAumInsight wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.Portfolio.SpimAumInsight' xml: name: SpimAumInsight wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.Portfolio.SpimAumInsight' xml: name: SpimAumInsight wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.Portfolio.SpimAumInsight' xml: name: SpimAumInsight wrapped: true type: array security: - Authorization: [] x-summary-source: derived /v1/Reporting/Widgets/DataEngine/Advisor/AUM/Detail: get: tags: - Reporting/Widgets summary: Dashboard data engine get advisor AUM detail operationId: DashboardDataEngine_GetAdvisorAUMDetail parameters: - name: runForEntity in: query required: true schema: type: string enum: - Undefined - Payee - BrokerDealer - Wholesaler - Representative - Client - Registration - Account - Asset - Product - Transaction - Distribution - FundFamily - Personal - PayoutSchedule - FeeSchedule - Platform - RIA - Custodian - Journal - SWP - Other - NASD - CashFunding - Bill - BillInstance - BillMasterPayout - Model - NewAccountClient - NewAccountReg - DownloadExclusion - Price - UserDefinedFields - NewAcctUserDef - ManagersMessage - IndexEntry - PerformanceFee - PerformancePayout - NewAccountAsset - Owner - Administrator - OutsideClient - SubAdvisor - ModelRange - FaxCover - Fax - OneTimeDistribution - WebLogin - Plan401k - BillAccountItem - ThirdPartyAdministrator - CrmContact - Participant - PlanSponsor - CRMEmailList - ThirdParty - WorkflowItem - WorkflowAction - ServiceAccount - EntityOption - HouseholdMember - DownloadSymbol - IndexBlend - NABenefit - AggregateModel - CompositeRange - RepAccountManager - ScriptsScrubs - ServiceAccountBrokerDealer - BusinessLine - Blob - AssetClass - ServiceAccountLite - NewAcctUserDefDtl - Branch - AssetLevelStrategy - Report - DataQueries - PriceUnUsed - ModelItem - AssetCategory - RiskCategory - PlatformRange - Dividend - RegistrationType - CustodianCommon - RepState - QpeDashboard - ReportBatch - ModelGroup - ShareClass - DownloadFile - User - DynamicGrouping - ProductType - ProductSubType - InvestmentObjective - PortfolioGroup - OrionRealizedLot - OrionUnrealizedLot - CustodianRealizedLot - CustodianUnrealizedLot - AssetCategoryParent - TaxType - AuditRequest - AuditRequestLetter - ManagedUnmanaged - AuditRowAttachment - InformPolicy - InformAnswerAttachment - UserDetail - BillPayMethod - ModelInclusion - CommunityModel - EclipseModel - Global - ClientCategory - Taxability - Qualified - TaxID - BondState - ProductTaxability - TargetAllocation - RIATable - ProductRegion - ProductPropertyType - ProductManagerAip - MoodyRating - SPRating - BondMaturityYear - InterestRate - RegistrationTaxType - MaturityPeriod - NewHousehold - BillPayoutDashboardPayment - OptionLevel - MarginAgreement - PrimeBrokerage - InformHistoricalDocument - SleeveStrategyAggregate - MorningstarSector - BillEntity - SleeveStrategy - MorningstarGeography - GenericProspect - BillEntityType - AdditionalRep - BillPayoutReport - ProductSubHolding - DownloadSource - ModelVsActual - ProductVintageYear - EclipsePortfolio - Country - Currency - SecurityClassification1 - SecurityClassification2 - SecurityClassification3 - SecurityClassification4 - SecurityClassification5 - SecurityClassification6 - SecurityClassification7 - SecurityClassification8 - SecurityClassification9 - SecurityClassification10 - SecurityClassification11 - SecurityClassification12 - SecurityClassification13 - SecurityClassification14 - SecurityClassification15 - SecurityClassification16 - SecurityClassification17 - SecurityClassification18 - SecurityClassification19 - SecurityClassification20 - SecurityClassification21 - SecurityClassification22 - SecurityClassification23 - SecurityClassification24 - SecurityClassification25 - DownloadRecord - CustomGrouping - Cotenant - AllocatedUnrealizedCostBasis - AllocatedRealizedCostBasis - name: runForEntityId in: query required: true schema: type: integer format: int32 - name: runForChildEntity in: query required: true schema: type: string enum: - Undefined - Payee - BrokerDealer - Wholesaler - Representative - Client - Registration - Account - Asset - Product - Transaction - Distribution - FundFamily - Personal - PayoutSchedule - FeeSchedule - Platform - RIA - Custodian - Journal - SWP - Other - NASD - CashFunding - Bill - BillInstance - BillMasterPayout - Model - NewAccountClient - NewAccountReg - DownloadExclusion - Price - UserDefinedFields - NewAcctUserDef - ManagersMessage - IndexEntry - PerformanceFee - PerformancePayout - NewAccountAsset - Owner - Administrator - OutsideClient - SubAdvisor - ModelRange - FaxCover - Fax - OneTimeDistribution - WebLogin - Plan401k - BillAccountItem - ThirdPartyAdministrator - CrmContact - Participant - PlanSponsor - CRMEmailList - ThirdParty - WorkflowItem - WorkflowAction - ServiceAccount - EntityOption - HouseholdMember - DownloadSymbol - IndexBlend - NABenefit - AggregateModel - CompositeRange - RepAccountManager - ScriptsScrubs - ServiceAccountBrokerDealer - BusinessLine - Blob - AssetClass - ServiceAccountLite - NewAcctUserDefDtl - Branch - AssetLevelStrategy - Report - DataQueries - PriceUnUsed - ModelItem - AssetCategory - RiskCategory - PlatformRange - Dividend - RegistrationType - CustodianCommon - RepState - QpeDashboard - ReportBatch - ModelGroup - ShareClass - DownloadFile - User - DynamicGrouping - ProductType - ProductSubType - InvestmentObjective - PortfolioGroup - OrionRealizedLot - OrionUnrealizedLot - CustodianRealizedLot - CustodianUnrealizedLot - AssetCategoryParent - TaxType - AuditRequest - AuditRequestLetter - ManagedUnmanaged - AuditRowAttachment - InformPolicy - InformAnswerAttachment - UserDetail - BillPayMethod - ModelInclusion - CommunityModel - EclipseModel - Global - ClientCategory - Taxability - Qualified - TaxID - BondState - ProductTaxability - TargetAllocation - RIATable - ProductRegion - ProductPropertyType - ProductManagerAip - MoodyRating - SPRating - BondMaturityYear - InterestRate - RegistrationTaxType - MaturityPeriod - NewHousehold - BillPayoutDashboardPayment - OptionLevel - MarginAgreement - PrimeBrokerage - InformHistoricalDocument - SleeveStrategyAggregate - MorningstarSector - BillEntity - SleeveStrategy - MorningstarGeography - GenericProspect - BillEntityType - AdditionalRep - BillPayoutReport - ProductSubHolding - DownloadSource - ModelVsActual - ProductVintageYear - EclipsePortfolio - Country - Currency - SecurityClassification1 - SecurityClassification2 - SecurityClassification3 - SecurityClassification4 - SecurityClassification5 - SecurityClassification6 - SecurityClassification7 - SecurityClassification8 - SecurityClassification9 - SecurityClassification10 - SecurityClassification11 - SecurityClassification12 - SecurityClassification13 - SecurityClassification14 - SecurityClassification15 - SecurityClassification16 - SecurityClassification17 - SecurityClassification18 - SecurityClassification19 - SecurityClassification20 - SecurityClassification21 - SecurityClassification22 - SecurityClassification23 - SecurityClassification24 - SecurityClassification25 - DownloadRecord - CustomGrouping - Cotenant - AllocatedUnrealizedCostBasis - AllocatedRealizedCostBasis - name: asOfDate in: query required: false schema: type: string format: date-time responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.Portfolio.SpimAumInsight' xml: name: SpimAumInsight wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.Portfolio.SpimAumInsight' xml: name: SpimAumInsight wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.Portfolio.SpimAumInsight' xml: name: SpimAumInsight wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.Portfolio.SpimAumInsight' xml: name: SpimAumInsight wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.Portfolio.SpimAumInsight' xml: name: SpimAumInsight wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.Portfolio.SpimAumInsight' xml: name: SpimAumInsight wrapped: true type: array security: - Authorization: [] x-summary-source: derived /v1/Reporting/Widgets/DataEngine/Advisor/InsightDocuments: get: tags: - Reporting/Widgets summary: Method to get insight documents for the advisor operationId: DashboardDataEngine_GetAdvisorInsightDocuments responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' xml: name: BlobBaseDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' xml: name: BlobBaseDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' xml: name: BlobBaseDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' xml: name: BlobBaseDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' xml: name: BlobBaseDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' xml: name: BlobBaseDto wrapped: true type: array security: - Authorization: [] post: tags: - Reporting/Widgets summary: Method to create insight document for the advisor operationId: DashboardDataEngine_UploadAdvisorInsightDocumentAsync responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.StaticFileDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.StaticFileDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.StaticFileDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.StaticFileDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.StaticFileDto' required: true /v1/Reporting/Widgets/DataEngine/Advisor/InsightDocuments/{fileId}: get: tags: - Reporting/Widgets summary: Method to get insight document for the advisor operationId: DashboardDataEngine_DownloadAdvisorInsightDocument parameters: - name: fileId 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: [] put: tags: - Reporting/Widgets summary: Method to update insight document for the advisor operationId: DashboardDataEngine_PutV1ReportingWidgetsDataEngineAdvisorInsightDocumentsByFileId parameters: - name: fileId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.StaticFileDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.StaticFileDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.StaticFileDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.StaticFileDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.StaticFileDto' required: true delete: tags: - Reporting/Widgets summary: Method to delete insight document for the advisor operationId: DashboardDataEngine_DeleteAdvisorInsightDocument parameters: - name: fileId in: path required: true schema: type: integer format: int32 responses: '204': description: No Content security: - Authorization: [] /v1/Reporting/Widgets/DataEngine/AUM: get: tags: - Reporting/Widgets summary: Dashboard data engine get aum operationId: DashboardDataEngine_GetAum parameters: - name: aumGrouping in: query required: true schema: type: string enum: - Undefined - Payee - BrokerDealer - Wholesaler - Representative - Client - Registration - Account - Asset - Product - Transaction - Distribution - FundFamily - Personal - PayoutSchedule - FeeSchedule - Platform - RIA - Custodian - Journal - SWP - Other - NASD - CashFunding - Bill - BillInstance - BillMasterPayout - Model - NewAccountClient - NewAccountReg - DownloadExclusion - Price - UserDefinedFields - NewAcctUserDef - ManagersMessage - IndexEntry - PerformanceFee - PerformancePayout - NewAccountAsset - Owner - Administrator - OutsideClient - SubAdvisor - ModelRange - FaxCover - Fax - OneTimeDistribution - WebLogin - Plan401k - BillAccountItem - ThirdPartyAdministrator - CrmContact - Participant - PlanSponsor - CRMEmailList - ThirdParty - WorkflowItem - WorkflowAction - ServiceAccount - EntityOption - HouseholdMember - DownloadSymbol - IndexBlend - NABenefit - AggregateModel - CompositeRange - RepAccountManager - ScriptsScrubs - ServiceAccountBrokerDealer - BusinessLine - Blob - AssetClass - ServiceAccountLite - NewAcctUserDefDtl - Branch - AssetLevelStrategy - Report - DataQueries - PriceUnUsed - ModelItem - AssetCategory - RiskCategory - PlatformRange - Dividend - RegistrationType - CustodianCommon - RepState - QpeDashboard - ReportBatch - ModelGroup - ShareClass - DownloadFile - User - DynamicGrouping - ProductType - ProductSubType - InvestmentObjective - PortfolioGroup - OrionRealizedLot - OrionUnrealizedLot - CustodianRealizedLot - CustodianUnrealizedLot - AssetCategoryParent - TaxType - AuditRequest - AuditRequestLetter - ManagedUnmanaged - AuditRowAttachment - InformPolicy - InformAnswerAttachment - UserDetail - BillPayMethod - ModelInclusion - CommunityModel - EclipseModel - Global - ClientCategory - Taxability - Qualified - TaxID - BondState - ProductTaxability - TargetAllocation - RIATable - ProductRegion - ProductPropertyType - ProductManagerAip - MoodyRating - SPRating - BondMaturityYear - InterestRate - RegistrationTaxType - MaturityPeriod - NewHousehold - BillPayoutDashboardPayment - OptionLevel - MarginAgreement - PrimeBrokerage - InformHistoricalDocument - SleeveStrategyAggregate - MorningstarSector - BillEntity - SleeveStrategy - MorningstarGeography - GenericProspect - BillEntityType - AdditionalRep - BillPayoutReport - ProductSubHolding - DownloadSource - ModelVsActual - ProductVintageYear - EclipsePortfolio - Country - Currency - SecurityClassification1 - SecurityClassification2 - SecurityClassification3 - SecurityClassification4 - SecurityClassification5 - SecurityClassification6 - SecurityClassification7 - SecurityClassification8 - SecurityClassification9 - SecurityClassification10 - SecurityClassification11 - SecurityClassification12 - SecurityClassification13 - SecurityClassification14 - SecurityClassification15 - SecurityClassification16 - SecurityClassification17 - SecurityClassification18 - SecurityClassification19 - SecurityClassification20 - SecurityClassification21 - SecurityClassification22 - SecurityClassification23 - SecurityClassification24 - SecurityClassification25 - DownloadRecord - CustomGrouping - Cotenant - AllocatedUnrealizedCostBasis - AllocatedRealizedCostBasis - name: asOfDate in: query required: true schema: type: string format: date-time responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.Widgets.SpimDashboardAumList' xml: name: SpimDashboardAumList wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.Widgets.SpimDashboardAumList' xml: name: SpimDashboardAumList wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.Widgets.SpimDashboardAumList' xml: name: SpimDashboardAumList wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.Widgets.SpimDashboardAumList' xml: name: SpimDashboardAumList wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.Widgets.SpimDashboardAumList' xml: name: SpimDashboardAumList wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.Widgets.SpimDashboardAumList' xml: name: SpimDashboardAumList wrapped: true type: array security: - Authorization: [] x-summary-source: derived /v1/Reporting/Widgets/DataEngine/Clients/{clientId}/beneficiaries: get: tags: - Reporting/Widgets summary: Method to get registration beneficiaries for aclient operationId: DashboardDataEngine_GetClientBeneficiaries parameters: - name: clientId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RegistrationBeneficiaryDto' xml: name: RegistrationBeneficiaryDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RegistrationBeneficiaryDto' xml: name: RegistrationBeneficiaryDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RegistrationBeneficiaryDto' xml: name: RegistrationBeneficiaryDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RegistrationBeneficiaryDto' xml: name: RegistrationBeneficiaryDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RegistrationBeneficiaryDto' xml: name: RegistrationBeneficiaryDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RegistrationBeneficiaryDto' xml: name: RegistrationBeneficiaryDto wrapped: true type: array security: - Authorization: [] /v1/Reporting/Widgets/DataEngine/Clients/{clientId}/IndexedAnnuities: get: tags: - Reporting/Widgets summary: Dashboard data engine get client indexed annuities async operationId: DashboardDataEngine_GetClientIndexedAnnuitiesAsync parameters: - name: clientId in: path required: true schema: type: integer format: int32 - name: asOfDate in: query required: true schema: type: string - name: cancelationToken in: header required: false responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AssetIndexedAnnuityDto' xml: name: AssetIndexedAnnuityDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AssetIndexedAnnuityDto' xml: name: AssetIndexedAnnuityDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AssetIndexedAnnuityDto' xml: name: AssetIndexedAnnuityDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AssetIndexedAnnuityDto' xml: name: AssetIndexedAnnuityDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AssetIndexedAnnuityDto' xml: name: AssetIndexedAnnuityDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AssetIndexedAnnuityDto' xml: name: AssetIndexedAnnuityDto wrapped: true type: array security: - Authorization: [] x-summary-source: derived /v1/Reporting/Widgets/DataEngine/Clients/{clientId}/InsightDocuments: get: tags: - Reporting/Widgets summary: Method to get insight document for the client. operationId: DashboardDataEngine_GetClientInsightDocuments parameters: - name: clientId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' xml: name: BlobBaseDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' xml: name: BlobBaseDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' xml: name: BlobBaseDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' xml: name: BlobBaseDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' xml: name: BlobBaseDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' xml: name: BlobBaseDto wrapped: true type: array security: - Authorization: [] post: tags: - Reporting/Widgets summary: Method to create insight document for the client operationId: DashboardDataEngine_UploadClientInsightDocumentAsync parameters: - name: clientId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.StaticFileDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.StaticFileDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.StaticFileDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.StaticFileDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.StaticFileDto' required: true /v1/Reporting/Widgets/DataEngine/Clients/{clientId}/InsightDocuments/{fileId}: get: tags: - Reporting/Widgets summary: Method to get insight document for the client. operationId: DashboardDataEngine_DownloadClientInsightDocument parameters: - name: clientId in: path required: true schema: type: integer format: int32 - name: fileId 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: [] put: tags: - Reporting/Widgets summary: Method to update insight document for the client operationId: DashboardDataEngine_PutV1ReportingWidgetsDataEngineClientsByClientIdInsightDocumentsByFileId parameters: - name: clientId in: path required: true schema: type: integer format: int32 - name: fileId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.StaticFileDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.StaticFileDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.StaticFileDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.StaticFileDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.StaticFileDto' required: true delete: tags: - Reporting/Widgets summary: Method to delete insight document for the client operationId: DashboardDataEngine_DeleteClientInsightDocument parameters: - name: clientId in: path required: true schema: type: integer format: int32 - name: fileId in: path required: true schema: type: integer format: int32 responses: '204': description: No Content security: - Authorization: [] /v1/Reporting/Widgets/DataEngine/Clients/{clientId}/RmdCalculations: get: tags: - Reporting/Widgets summary: Method to get RMD calculation for each account of a client operationId: DashboardDataEngine_GetClientRmdCalculationsAsync parameters: - name: clientId in: path required: true schema: 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.Portfolio.RmdDashboardDto' xml: name: RmdDashboardDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RmdDashboardDto' xml: name: RmdDashboardDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RmdDashboardDto' xml: name: RmdDashboardDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RmdDashboardDto' xml: name: RmdDashboardDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RmdDashboardDto' xml: name: RmdDashboardDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RmdDashboardDto' xml: name: RmdDashboardDto wrapped: true type: array security: - Authorization: [] /v1/Reporting/Widgets/DataEngine/Clients/{clientId}/Suitabilitys: get: tags: - Reporting/Widgets summary: Method to get suitabilitys for each account of a client operationId: DashboardDataEngine_GetClientSuitabilitys parameters: - name: clientId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AccountAndSuitabilityDto' xml: name: AccountAndSuitabilityDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AccountAndSuitabilityDto' xml: name: AccountAndSuitabilityDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AccountAndSuitabilityDto' xml: name: AccountAndSuitabilityDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AccountAndSuitabilityDto' xml: name: AccountAndSuitabilityDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AccountAndSuitabilityDto' xml: name: AccountAndSuitabilityDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AccountAndSuitabilityDto' xml: name: AccountAndSuitabilityDto wrapped: true type: array security: - Authorization: [] /v1/Reporting/Widgets/DataEngine/Clients/{clientId}/Systematics: get: tags: - Reporting/Widgets summary: Dashboard data engine get client systematics operationId: DashboardDataEngine_GetClientSystematics parameters: - name: clientId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AccountAndSystematicsDto' xml: name: AccountAndSystematicsDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AccountAndSystematicsDto' xml: name: AccountAndSystematicsDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AccountAndSystematicsDto' xml: name: AccountAndSystematicsDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AccountAndSystematicsDto' xml: name: AccountAndSystematicsDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AccountAndSystematicsDto' xml: name: AccountAndSystematicsDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AccountAndSystematicsDto' xml: name: AccountAndSystematicsDto wrapped: true type: array security: - Authorization: [] x-summary-source: derived /v1/Reporting/Widgets/DataEngine/NewClosedAccounts: get: tags: - Reporting/Widgets summary: Dashboard data engine get operationId: DashboardDataEngine_Get parameters: - name: groupEntity in: query required: true schema: type: string enum: - Undefined - Payee - BrokerDealer - Wholesaler - Representative - Client - Registration - Account - Asset - Product - Transaction - Distribution - FundFamily - Personal - PayoutSchedule - FeeSchedule - Platform - RIA - Custodian - Journal - SWP - Other - NASD - CashFunding - Bill - BillInstance - BillMasterPayout - Model - NewAccountClient - NewAccountReg - DownloadExclusion - Price - UserDefinedFields - NewAcctUserDef - ManagersMessage - IndexEntry - PerformanceFee - PerformancePayout - NewAccountAsset - Owner - Administrator - OutsideClient - SubAdvisor - ModelRange - FaxCover - Fax - OneTimeDistribution - WebLogin - Plan401k - BillAccountItem - ThirdPartyAdministrator - CrmContact - Participant - PlanSponsor - CRMEmailList - ThirdParty - WorkflowItem - WorkflowAction - ServiceAccount - EntityOption - HouseholdMember - DownloadSymbol - IndexBlend - NABenefit - AggregateModel - CompositeRange - RepAccountManager - ScriptsScrubs - ServiceAccountBrokerDealer - BusinessLine - Blob - AssetClass - ServiceAccountLite - NewAcctUserDefDtl - Branch - AssetLevelStrategy - Report - DataQueries - PriceUnUsed - ModelItem - AssetCategory - RiskCategory - PlatformRange - Dividend - RegistrationType - CustodianCommon - RepState - QpeDashboard - ReportBatch - ModelGroup - ShareClass - DownloadFile - User - DynamicGrouping - ProductType - ProductSubType - InvestmentObjective - PortfolioGroup - OrionRealizedLot - OrionUnrealizedLot - CustodianRealizedLot - CustodianUnrealizedLot - AssetCategoryParent - TaxType - AuditRequest - AuditRequestLetter - ManagedUnmanaged - AuditRowAttachment - InformPolicy - InformAnswerAttachment - UserDetail - BillPayMethod - ModelInclusion - CommunityModel - EclipseModel - Global - ClientCategory - Taxability - Qualified - TaxID - BondState - ProductTaxability - TargetAllocation - RIATable - ProductRegion - ProductPropertyType - ProductManagerAip - MoodyRating - SPRating - BondMaturityYear - InterestRate - RegistrationTaxType - MaturityPeriod - NewHousehold - BillPayoutDashboardPayment - OptionLevel - MarginAgreement - PrimeBrokerage - InformHistoricalDocument - SleeveStrategyAggregate - MorningstarSector - BillEntity - SleeveStrategy - MorningstarGeography - GenericProspect - BillEntityType - AdditionalRep - BillPayoutReport - ProductSubHolding - DownloadSource - ModelVsActual - ProductVintageYear - EclipsePortfolio - Country - Currency - SecurityClassification1 - SecurityClassification2 - SecurityClassification3 - SecurityClassification4 - SecurityClassification5 - SecurityClassification6 - SecurityClassification7 - SecurityClassification8 - SecurityClassification9 - SecurityClassification10 - SecurityClassification11 - SecurityClassification12 - SecurityClassification13 - SecurityClassification14 - SecurityClassification15 - SecurityClassification16 - SecurityClassification17 - SecurityClassification18 - SecurityClassification19 - SecurityClassification20 - SecurityClassification21 - SecurityClassification22 - SecurityClassification23 - SecurityClassification24 - SecurityClassification25 - DownloadRecord - CustomGrouping - Cotenant - AllocatedUnrealizedCostBasis - AllocatedRealizedCostBasis - name: startDate in: query required: false schema: type: string format: date-time - name: endDate in: query required: false schema: type: string format: date-time - name: repId in: query required: false 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 application/xml: schema: type: object text/xml: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] x-summary-source: derived /v1/Reporting/Widgets/DataEngine/Registrations/{registrationId}/beneficiaries: get: tags: - Reporting/Widgets summary: Method to get registration beneficiaries for a registration operationId: DashboardDataEngine_GetRegistrationBeneficiaries parameters: - name: registrationId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RegistrationBeneficiaryDto' xml: name: RegistrationBeneficiaryDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RegistrationBeneficiaryDto' xml: name: RegistrationBeneficiaryDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RegistrationBeneficiaryDto' xml: name: RegistrationBeneficiaryDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RegistrationBeneficiaryDto' xml: name: RegistrationBeneficiaryDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RegistrationBeneficiaryDto' xml: name: RegistrationBeneficiaryDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RegistrationBeneficiaryDto' xml: name: RegistrationBeneficiaryDto wrapped: true type: array security: - Authorization: [] /v1/Reporting/Widgets/DataEngine/Registrations/{registrationId}/IndexedAnnuities: get: tags: - Reporting/Widgets summary: Dashboard data engine get registration indexed annuities async operationId: DashboardDataEngine_GetRegistrationIndexedAnnuitiesAsync parameters: - name: registrationId in: path required: true schema: type: integer format: int32 - name: asOfDate in: query required: true schema: type: string - name: cancelationToken in: header required: false responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AssetIndexedAnnuityDto' xml: name: AssetIndexedAnnuityDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AssetIndexedAnnuityDto' xml: name: AssetIndexedAnnuityDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AssetIndexedAnnuityDto' xml: name: AssetIndexedAnnuityDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AssetIndexedAnnuityDto' xml: name: AssetIndexedAnnuityDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AssetIndexedAnnuityDto' xml: name: AssetIndexedAnnuityDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AssetIndexedAnnuityDto' xml: name: AssetIndexedAnnuityDto wrapped: true type: array security: - Authorization: [] x-summary-source: derived /v1/Reporting/Widgets/DataEngine/Registrations/{registrationId}/InsightDocuments: get: tags: - Reporting/Widgets summary: Method to get insight documents for the registration. operationId: DashboardDataEngine_GetRegistrationInsightDocuments parameters: - name: registrationId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' xml: name: BlobBaseDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' xml: name: BlobBaseDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' xml: name: BlobBaseDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' xml: name: BlobBaseDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' xml: name: BlobBaseDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' xml: name: BlobBaseDto wrapped: true type: array security: - Authorization: [] post: tags: - Reporting/Widgets summary: Method to create insight document for the registration operationId: DashboardDataEngine_UploadRegistrationInsightDocumentAsync parameters: - name: registrationId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.StaticFileDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.StaticFileDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.StaticFileDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.StaticFileDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.StaticFileDto' required: true /v1/Reporting/Widgets/DataEngine/Registrations/{registrationId}/InsightDocuments/{fileId}: get: tags: - Reporting/Widgets summary: Method to get insight document for the registration. operationId: DashboardDataEngine_DownloadRegistrationInsightDocument parameters: - name: registrationId in: path required: true schema: type: integer format: int32 - name: fileId 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: [] put: tags: - Reporting/Widgets summary: Method to update insight document for the registration operationId: DashboardDataEngine_PutV1ReportingWidgetsDataEngineRegistrationsByRegistrationIdInsightDocumentsByFileId parameters: - name: registrationId in: path required: true schema: type: integer format: int32 - name: fileId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BlobBaseDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.StaticFileDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.StaticFileDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.StaticFileDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.StaticFileDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.StaticFileDto' required: true delete: tags: - Reporting/Widgets summary: Method to delete insight document for the registration operationId: DashboardDataEngine_DeleteRegistrationInsightDocument parameters: - name: registrationId in: path required: true schema: type: integer format: int32 - name: fileId in: path required: true schema: type: integer format: int32 responses: '204': description: No Content security: - Authorization: [] /v1/Reporting/Widgets/DataEngine/Registrations/{registrationId}/RmdCalculations: get: tags: - Reporting/Widgets summary: Method to get RMD calculation for each account of a registration operationId: DashboardDataEngine_GetRegistrationRmdCalculationsAsync parameters: - name: registrationId in: path required: true schema: 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.Portfolio.RmdDashboardDto' xml: name: RmdDashboardDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RmdDashboardDto' xml: name: RmdDashboardDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RmdDashboardDto' xml: name: RmdDashboardDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RmdDashboardDto' xml: name: RmdDashboardDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RmdDashboardDto' xml: name: RmdDashboardDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RmdDashboardDto' xml: name: RmdDashboardDto wrapped: true type: array security: - Authorization: [] /v1/Reporting/Widgets/DataEngine/Registrations/{registrationId}/Suitabilitys: get: tags: - Reporting/Widgets summary: Method to get suitabilitys for each account of a registration operationId: DashboardDataEngine_GetRegistrationSuitabilitys parameters: - name: registrationId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AccountAndSuitabilityDto' xml: name: AccountAndSuitabilityDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AccountAndSuitabilityDto' xml: name: AccountAndSuitabilityDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AccountAndSuitabilityDto' xml: name: AccountAndSuitabilityDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AccountAndSuitabilityDto' xml: name: AccountAndSuitabilityDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AccountAndSuitabilityDto' xml: name: AccountAndSuitabilityDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AccountAndSuitabilityDto' xml: name: AccountAndSuitabilityDto wrapped: true type: array security: - Authorization: [] /v1/Reporting/Widgets/DataEngine/Registrations/{registrationId}/Systematics: get: tags: - Reporting/Widgets summary: Dashboard data engine get registration systematics operationId: DashboardDataEngine_GetRegistrationSystematics parameters: - name: registrationId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AccountAndSystematicsDto' xml: name: AccountAndSystematicsDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AccountAndSystematicsDto' xml: name: AccountAndSystematicsDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AccountAndSystematicsDto' xml: name: AccountAndSystematicsDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AccountAndSystematicsDto' xml: name: AccountAndSystematicsDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AccountAndSystematicsDto' xml: name: AccountAndSystematicsDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.AccountAndSystematicsDto' xml: name: AccountAndSystematicsDto wrapped: true type: array security: - Authorization: [] x-summary-source: derived /v1/Reporting/Widgets/DataEngine/Rep/{repId}/AUM: get: tags: - Reporting/Widgets summary: Dashboard data engine get rep AUM operationId: DashboardDataEngine_GetRepAUM parameters: - name: repId in: path required: true schema: type: integer format: int32 - name: runForEntity in: query required: true schema: type: string enum: - Undefined - Payee - BrokerDealer - Wholesaler - Representative - Client - Registration - Account - Asset - Product - Transaction - Distribution - FundFamily - Personal - PayoutSchedule - FeeSchedule - Platform - RIA - Custodian - Journal - SWP - Other - NASD - CashFunding - Bill - BillInstance - BillMasterPayout - Model - NewAccountClient - NewAccountReg - DownloadExclusion - Price - UserDefinedFields - NewAcctUserDef - ManagersMessage - IndexEntry - PerformanceFee - PerformancePayout - NewAccountAsset - Owner - Administrator - OutsideClient - SubAdvisor - ModelRange - FaxCover - Fax - OneTimeDistribution - WebLogin - Plan401k - BillAccountItem - ThirdPartyAdministrator - CrmContact - Participant - PlanSponsor - CRMEmailList - ThirdParty - WorkflowItem - WorkflowAction - ServiceAccount - EntityOption - HouseholdMember - DownloadSymbol - IndexBlend - NABenefit - AggregateModel - CompositeRange - RepAccountManager - ScriptsScrubs - ServiceAccountBrokerDealer - BusinessLine - Blob - AssetClass - ServiceAccountLite - NewAcctUserDefDtl - Branch - AssetLevelStrategy - Report - DataQueries - PriceUnUsed - ModelItem - AssetCategory - RiskCategory - PlatformRange - Dividend - RegistrationType - CustodianCommon - RepState - QpeDashboard - ReportBatch - ModelGroup - ShareClass - DownloadFile - User - DynamicGrouping - ProductType - ProductSubType - InvestmentObjective - PortfolioGroup - OrionRealizedLot - OrionUnrealizedLot - CustodianRealizedLot - CustodianUnrealizedLot - AssetCategoryParent - TaxType - AuditRequest - AuditRequestLetter - ManagedUnmanaged - AuditRowAttachment - InformPolicy - InformAnswerAttachment - UserDetail - BillPayMethod - ModelInclusion - CommunityModel - EclipseModel - Global - ClientCategory - Taxability - Qualified - TaxID - BondState - ProductTaxability - TargetAllocation - RIATable - ProductRegion - ProductPropertyType - ProductManagerAip - MoodyRating - SPRating - BondMaturityYear - InterestRate - RegistrationTaxType - MaturityPeriod - NewHousehold - BillPayoutDashboardPayment - OptionLevel - MarginAgreement - PrimeBrokerage - InformHistoricalDocument - SleeveStrategyAggregate - MorningstarSector - BillEntity - SleeveStrategy - MorningstarGeography - GenericProspect - BillEntityType - AdditionalRep - BillPayoutReport - ProductSubHolding - DownloadSource - ModelVsActual - ProductVintageYear - EclipsePortfolio - Country - Currency - SecurityClassification1 - SecurityClassification2 - SecurityClassification3 - SecurityClassification4 - SecurityClassification5 - SecurityClassification6 - SecurityClassification7 - SecurityClassification8 - SecurityClassification9 - SecurityClassification10 - SecurityClassification11 - SecurityClassification12 - SecurityClassification13 - SecurityClassification14 - SecurityClassification15 - SecurityClassification16 - SecurityClassification17 - SecurityClassification18 - SecurityClassification19 - SecurityClassification20 - SecurityClassification21 - SecurityClassification22 - SecurityClassification23 - SecurityClassification24 - SecurityClassification25 - DownloadRecord - CustomGrouping - Cotenant - AllocatedUnrealizedCostBasis - AllocatedRealizedCostBasis - name: asOfDate in: query required: false schema: type: string format: date-time responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.Portfolio.SpimAumInsight' xml: name: SpimAumInsight wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.Portfolio.SpimAumInsight' xml: name: SpimAumInsight wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.Portfolio.SpimAumInsight' xml: name: SpimAumInsight wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.Portfolio.SpimAumInsight' xml: name: SpimAumInsight wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.Portfolio.SpimAumInsight' xml: name: SpimAumInsight wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.Portfolio.SpimAumInsight' xml: name: SpimAumInsight wrapped: true type: array security: - Authorization: [] x-summary-source: derived /v1/Reporting/Widgets/DataEngine/Rep/{repId}/AUM/Detail: get: tags: - Reporting/Widgets summary: Dashboard data engine get rep AUM detail operationId: DashboardDataEngine_GetRepAUMDetail parameters: - name: repId in: path required: true schema: type: integer format: int32 - name: runForEntity in: query required: true schema: type: string enum: - Undefined - Payee - BrokerDealer - Wholesaler - Representative - Client - Registration - Account - Asset - Product - Transaction - Distribution - FundFamily - Personal - PayoutSchedule - FeeSchedule - Platform - RIA - Custodian - Journal - SWP - Other - NASD - CashFunding - Bill - BillInstance - BillMasterPayout - Model - NewAccountClient - NewAccountReg - DownloadExclusion - Price - UserDefinedFields - NewAcctUserDef - ManagersMessage - IndexEntry - PerformanceFee - PerformancePayout - NewAccountAsset - Owner - Administrator - OutsideClient - SubAdvisor - ModelRange - FaxCover - Fax - OneTimeDistribution - WebLogin - Plan401k - BillAccountItem - ThirdPartyAdministrator - CrmContact - Participant - PlanSponsor - CRMEmailList - ThirdParty - WorkflowItem - WorkflowAction - ServiceAccount - EntityOption - HouseholdMember - DownloadSymbol - IndexBlend - NABenefit - AggregateModel - CompositeRange - RepAccountManager - ScriptsScrubs - ServiceAccountBrokerDealer - BusinessLine - Blob - AssetClass - ServiceAccountLite - NewAcctUserDefDtl - Branch - AssetLevelStrategy - Report - DataQueries - PriceUnUsed - ModelItem - AssetCategory - RiskCategory - PlatformRange - Dividend - RegistrationType - CustodianCommon - RepState - QpeDashboard - ReportBatch - ModelGroup - ShareClass - DownloadFile - User - DynamicGrouping - ProductType - ProductSubType - InvestmentObjective - PortfolioGroup - OrionRealizedLot - OrionUnrealizedLot - CustodianRealizedLot - CustodianUnrealizedLot - AssetCategoryParent - TaxType - AuditRequest - AuditRequestLetter - ManagedUnmanaged - AuditRowAttachment - InformPolicy - InformAnswerAttachment - UserDetail - BillPayMethod - ModelInclusion - CommunityModel - EclipseModel - Global - ClientCategory - Taxability - Qualified - TaxID - BondState - ProductTaxability - TargetAllocation - RIATable - ProductRegion - ProductPropertyType - ProductManagerAip - MoodyRating - SPRating - BondMaturityYear - InterestRate - RegistrationTaxType - MaturityPeriod - NewHousehold - BillPayoutDashboardPayment - OptionLevel - MarginAgreement - PrimeBrokerage - InformHistoricalDocument - SleeveStrategyAggregate - MorningstarSector - BillEntity - SleeveStrategy - MorningstarGeography - GenericProspect - BillEntityType - AdditionalRep - BillPayoutReport - ProductSubHolding - DownloadSource - ModelVsActual - ProductVintageYear - EclipsePortfolio - Country - Currency - SecurityClassification1 - SecurityClassification2 - SecurityClassification3 - SecurityClassification4 - SecurityClassification5 - SecurityClassification6 - SecurityClassification7 - SecurityClassification8 - SecurityClassification9 - SecurityClassification10 - SecurityClassification11 - SecurityClassification12 - SecurityClassification13 - SecurityClassification14 - SecurityClassification15 - SecurityClassification16 - SecurityClassification17 - SecurityClassification18 - SecurityClassification19 - SecurityClassification20 - SecurityClassification21 - SecurityClassification22 - SecurityClassification23 - SecurityClassification24 - SecurityClassification25 - DownloadRecord - CustomGrouping - Cotenant - AllocatedUnrealizedCostBasis - AllocatedRealizedCostBasis - name: runForEntityId in: query required: true schema: type: integer format: int32 - name: runForChildEntity in: query required: true schema: type: string enum: - Undefined - Payee - BrokerDealer - Wholesaler - Representative - Client - Registration - Account - Asset - Product - Transaction - Distribution - FundFamily - Personal - PayoutSchedule - FeeSchedule - Platform - RIA - Custodian - Journal - SWP - Other - NASD - CashFunding - Bill - BillInstance - BillMasterPayout - Model - NewAccountClient - NewAccountReg - DownloadExclusion - Price - UserDefinedFields - NewAcctUserDef - ManagersMessage - IndexEntry - PerformanceFee - PerformancePayout - NewAccountAsset - Owner - Administrator - OutsideClient - SubAdvisor - ModelRange - FaxCover - Fax - OneTimeDistribution - WebLogin - Plan401k - BillAccountItem - ThirdPartyAdministrator - CrmContact - Participant - PlanSponsor - CRMEmailList - ThirdParty - WorkflowItem - WorkflowAction - ServiceAccount - EntityOption - HouseholdMember - DownloadSymbol - IndexBlend - NABenefit - AggregateModel - CompositeRange - RepAccountManager - ScriptsScrubs - ServiceAccountBrokerDealer - BusinessLine - Blob - AssetClass - ServiceAccountLite - NewAcctUserDefDtl - Branch - AssetLevelStrategy - Report - DataQueries - PriceUnUsed - ModelItem - AssetCategory - RiskCategory - PlatformRange - Dividend - RegistrationType - CustodianCommon - RepState - QpeDashboard - ReportBatch - ModelGroup - ShareClass - DownloadFile - User - DynamicGrouping - ProductType - ProductSubType - InvestmentObjective - PortfolioGroup - OrionRealizedLot - OrionUnrealizedLot - CustodianRealizedLot - CustodianUnrealizedLot - AssetCategoryParent - TaxType - AuditRequest - AuditRequestLetter - ManagedUnmanaged - AuditRowAttachment - InformPolicy - InformAnswerAttachment - UserDetail - BillPayMethod - ModelInclusion - CommunityModel - EclipseModel - Global - ClientCategory - Taxability - Qualified - TaxID - BondState - ProductTaxability - TargetAllocation - RIATable - ProductRegion - ProductPropertyType - ProductManagerAip - MoodyRating - SPRating - BondMaturityYear - InterestRate - RegistrationTaxType - MaturityPeriod - NewHousehold - BillPayoutDashboardPayment - OptionLevel - MarginAgreement - PrimeBrokerage - InformHistoricalDocument - SleeveStrategyAggregate - MorningstarSector - BillEntity - SleeveStrategy - MorningstarGeography - GenericProspect - BillEntityType - AdditionalRep - BillPayoutReport - ProductSubHolding - DownloadSource - ModelVsActual - ProductVintageYear - EclipsePortfolio - Country - Currency - SecurityClassification1 - SecurityClassification2 - SecurityClassification3 - SecurityClassification4 - SecurityClassification5 - SecurityClassification6 - SecurityClassification7 - SecurityClassification8 - SecurityClassification9 - SecurityClassification10 - SecurityClassification11 - SecurityClassification12 - SecurityClassification13 - SecurityClassification14 - SecurityClassification15 - SecurityClassification16 - SecurityClassification17 - SecurityClassification18 - SecurityClassification19 - SecurityClassification20 - SecurityClassification21 - SecurityClassification22 - SecurityClassification23 - SecurityClassification24 - SecurityClassification25 - DownloadRecord - CustomGrouping - Cotenant - AllocatedUnrealizedCostBasis - AllocatedRealizedCostBasis - name: asOfDate in: query required: false schema: type: string format: date-time responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.Portfolio.SpimAumInsight' xml: name: SpimAumInsight wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.Portfolio.SpimAumInsight' xml: name: SpimAumInsight wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.Portfolio.SpimAumInsight' xml: name: SpimAumInsight wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.Portfolio.SpimAumInsight' xml: name: SpimAumInsight wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.Portfolio.SpimAumInsight' xml: name: SpimAumInsight wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.Portfolio.SpimAumInsight' xml: name: SpimAumInsight wrapped: true type: array security: - Authorization: [] x-summary-source: derived /v1/Reporting/Widgets/DataEngine/Representative/AccountStatusSummary: post: tags: - Reporting/Widgets operationId: DashboardDataEngine_GetDataForAccountStatusSummaryTile 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 application/xml: schema: type: object text/xml: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.RepTiles.RepresentativeTileDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.RepTiles.RepresentativeTileDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.RepTiles.RepresentativeTileDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.RepTiles.RepresentativeTileDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.RepTiles.RepresentativeTileDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.RepTiles.RepresentativeTileDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.RepTiles.RepresentativeTileDto' required: true summary: Dashboard data engine get data for account status summary tile x-summary-source: derived /v1/Reporting/Widgets/DataEngine/Representative/AdvisoryFeeReport: post: tags: - Reporting/Widgets operationId: DashboardDataEngine_GetRepAdvisoryFeeReportsAsync responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RepresentativeBlobDto' xml: name: RepresentativeBlobDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RepresentativeBlobDto' xml: name: RepresentativeBlobDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RepresentativeBlobDto' xml: name: RepresentativeBlobDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RepresentativeBlobDto' xml: name: RepresentativeBlobDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RepresentativeBlobDto' xml: name: RepresentativeBlobDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RepresentativeBlobDto' xml: name: RepresentativeBlobDto wrapped: true type: array security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.RepTiles.RepresentativeTileDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.RepTiles.RepresentativeTileDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.RepTiles.RepresentativeTileDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.RepTiles.RepresentativeTileDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.RepTiles.RepresentativeTileDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.RepTiles.RepresentativeTileDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.RepTiles.RepresentativeTileDto' required: true summary: Dashboard data engine get rep advisory fee reports async x-summary-source: derived /v1/Reporting/Widgets/DataEngine/Representative/AUM: post: tags: - Reporting/Widgets operationId: DashboardDataEngine_GetRepAUMOverTime responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object application/xml: schema: type: object text/xml: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.RepTiles.RepresentativeAumDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.RepTiles.RepresentativeAumDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.RepTiles.RepresentativeAumDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.RepTiles.RepresentativeAumDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.RepTiles.RepresentativeAumDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.RepTiles.RepresentativeAumDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.RepTiles.RepresentativeAumDto' required: true summary: Dashboard data engine get rep AUM over time x-summary-source: derived /v1/Reporting/Widgets/DataEngine/Representative/Holding/Group/{group}: post: tags: - Reporting/Widgets operationId: DashboardDataEngine_GetRepHolding parameters: - name: group in: path required: true schema: type: string enum: - Undefined - Payee - BrokerDealer - Wholesaler - Representative - Client - Registration - Account - Asset - Product - Transaction - Distribution - FundFamily - Personal - PayoutSchedule - FeeSchedule - Platform - RIA - Custodian - Journal - SWP - Other - NASD - CashFunding - Bill - BillInstance - BillMasterPayout - Model - NewAccountClient - NewAccountReg - DownloadExclusion - Price - UserDefinedFields - NewAcctUserDef - ManagersMessage - IndexEntry - PerformanceFee - PerformancePayout - NewAccountAsset - Owner - Administrator - OutsideClient - SubAdvisor - ModelRange - FaxCover - Fax - OneTimeDistribution - WebLogin - Plan401k - BillAccountItem - ThirdPartyAdministrator - CrmContact - Participant - PlanSponsor - CRMEmailList - ThirdParty - WorkflowItem - WorkflowAction - ServiceAccount - EntityOption - HouseholdMember - DownloadSymbol - IndexBlend - NABenefit - AggregateModel - CompositeRange - RepAccountManager - ScriptsScrubs - ServiceAccountBrokerDealer - BusinessLine - Blob - AssetClass - ServiceAccountLite - NewAcctUserDefDtl - Branch - AssetLevelStrategy - Report - DataQueries - PriceUnUsed - ModelItem - AssetCategory - RiskCategory - PlatformRange - Dividend - RegistrationType - CustodianCommon - RepState - QpeDashboard - ReportBatch - ModelGroup - ShareClass - DownloadFile - User - DynamicGrouping - ProductType - ProductSubType - InvestmentObjective - PortfolioGroup - OrionRealizedLot - OrionUnrealizedLot - CustodianRealizedLot - CustodianUnrealizedLot - AssetCategoryParent - TaxType - AuditRequest - AuditRequestLetter - ManagedUnmanaged - AuditRowAttachment - InformPolicy - InformAnswerAttachment - UserDetail - BillPayMethod - ModelInclusion - CommunityModel - EclipseModel - Global - ClientCategory - Taxability - Qualified - TaxID - BondState - ProductTaxability - TargetAllocation - RIATable - ProductRegion - ProductPropertyType - ProductManagerAip - MoodyRating - SPRating - BondMaturityYear - InterestRate - RegistrationTaxType - MaturityPeriod - NewHousehold - BillPayoutDashboardPayment - OptionLevel - MarginAgreement - PrimeBrokerage - InformHistoricalDocument - SleeveStrategyAggregate - MorningstarSector - BillEntity - SleeveStrategy - MorningstarGeography - GenericProspect - BillEntityType - AdditionalRep - BillPayoutReport - ProductSubHolding - DownloadSource - ModelVsActual - ProductVintageYear - EclipsePortfolio - Country - Currency - SecurityClassification1 - SecurityClassification2 - SecurityClassification3 - SecurityClassification4 - SecurityClassification5 - SecurityClassification6 - SecurityClassification7 - SecurityClassification8 - SecurityClassification9 - SecurityClassification10 - SecurityClassification11 - SecurityClassification12 - SecurityClassification13 - SecurityClassification14 - SecurityClassification15 - SecurityClassification16 - SecurityClassification17 - SecurityClassification18 - SecurityClassification19 - SecurityClassification20 - SecurityClassification21 - SecurityClassification22 - SecurityClassification23 - SecurityClassification24 - SecurityClassification25 - DownloadRecord - CustomGrouping - Cotenant - AllocatedUnrealizedCostBasis - AllocatedRealizedCostBasis - name: top in: query required: false schema: type: integer format: int32 default: 100 responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object application/xml: schema: type: object text/xml: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.RepTiles.RepresentativeTileDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.RepTiles.RepresentativeTileDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.RepTiles.RepresentativeTileDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.RepTiles.RepresentativeTileDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.RepTiles.RepresentativeTileDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.RepTiles.RepresentativeTileDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.RepTiles.RepresentativeTileDto' required: true summary: Dashboard data engine get rep holding x-summary-source: derived /v1/Reporting/Widgets/DataEngine/Representative/Payout: post: tags: - Reporting/Widgets operationId: DashboardDataEngine_GetRepPayoutAsync responses: '200': description: OK content: text/plain: schema: items: type: object type: array application/json: schema: items: type: object type: array text/json: schema: items: type: object type: array application/xml: schema: items: type: object type: array text/xml: schema: items: type: object type: array multipart/form-data: schema: items: type: object type: array security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.RepTiles.RepresentativeTileDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.RepTiles.RepresentativeTileDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.RepTiles.RepresentativeTileDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.RepTiles.RepresentativeTileDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.RepTiles.RepresentativeTileDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.RepTiles.RepresentativeTileDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.RepTiles.RepresentativeTileDto' required: true summary: Dashboard data engine get rep payout async x-summary-source: derived /v1/Reporting/Widgets/DataEngine/Representative/Performance/Group/{group}: post: tags: - Reporting/Widgets operationId: DashboardDataEngine_GetTopTenPerformance parameters: - name: dateRangeName in: query required: true schema: type: string - name: group in: path required: true schema: type: string enum: - Undefined - Payee - BrokerDealer - Wholesaler - Representative - Client - Registration - Account - Asset - Product - Transaction - Distribution - FundFamily - Personal - PayoutSchedule - FeeSchedule - Platform - RIA - Custodian - Journal - SWP - Other - NASD - CashFunding - Bill - BillInstance - BillMasterPayout - Model - NewAccountClient - NewAccountReg - DownloadExclusion - Price - UserDefinedFields - NewAcctUserDef - ManagersMessage - IndexEntry - PerformanceFee - PerformancePayout - NewAccountAsset - Owner - Administrator - OutsideClient - SubAdvisor - ModelRange - FaxCover - Fax - OneTimeDistribution - WebLogin - Plan401k - BillAccountItem - ThirdPartyAdministrator - CrmContact - Participant - PlanSponsor - CRMEmailList - ThirdParty - WorkflowItem - WorkflowAction - ServiceAccount - EntityOption - HouseholdMember - DownloadSymbol - IndexBlend - NABenefit - AggregateModel - CompositeRange - RepAccountManager - ScriptsScrubs - ServiceAccountBrokerDealer - BusinessLine - Blob - AssetClass - ServiceAccountLite - NewAcctUserDefDtl - Branch - AssetLevelStrategy - Report - DataQueries - PriceUnUsed - ModelItem - AssetCategory - RiskCategory - PlatformRange - Dividend - RegistrationType - CustodianCommon - RepState - QpeDashboard - ReportBatch - ModelGroup - ShareClass - DownloadFile - User - DynamicGrouping - ProductType - ProductSubType - InvestmentObjective - PortfolioGroup - OrionRealizedLot - OrionUnrealizedLot - CustodianRealizedLot - CustodianUnrealizedLot - AssetCategoryParent - TaxType - AuditRequest - AuditRequestLetter - ManagedUnmanaged - AuditRowAttachment - InformPolicy - InformAnswerAttachment - UserDetail - BillPayMethod - ModelInclusion - CommunityModel - EclipseModel - Global - ClientCategory - Taxability - Qualified - TaxID - BondState - ProductTaxability - TargetAllocation - RIATable - ProductRegion - ProductPropertyType - ProductManagerAip - MoodyRating - SPRating - BondMaturityYear - InterestRate - RegistrationTaxType - MaturityPeriod - NewHousehold - BillPayoutDashboardPayment - OptionLevel - MarginAgreement - PrimeBrokerage - InformHistoricalDocument - SleeveStrategyAggregate - MorningstarSector - BillEntity - SleeveStrategy - MorningstarGeography - GenericProspect - BillEntityType - AdditionalRep - BillPayoutReport - ProductSubHolding - DownloadSource - ModelVsActual - ProductVintageYear - EclipsePortfolio - Country - Currency - SecurityClassification1 - SecurityClassification2 - SecurityClassification3 - SecurityClassification4 - SecurityClassification5 - SecurityClassification6 - SecurityClassification7 - SecurityClassification8 - SecurityClassification9 - SecurityClassification10 - SecurityClassification11 - SecurityClassification12 - SecurityClassification13 - SecurityClassification14 - SecurityClassification15 - SecurityClassification16 - SecurityClassification17 - SecurityClassification18 - SecurityClassification19 - SecurityClassification20 - SecurityClassification21 - SecurityClassification22 - SecurityClassification23 - SecurityClassification24 - SecurityClassification25 - DownloadRecord - CustomGrouping - Cotenant - AllocatedUnrealizedCostBasis - AllocatedRealizedCostBasis - name: annualizePerformance in: query required: false schema: type: boolean default: true - name: bottom in: query required: false 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 application/xml: schema: type: object text/xml: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.RepTiles.RepresentativeTileDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.RepTiles.RepresentativeTileDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.RepTiles.RepresentativeTileDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.RepTiles.RepresentativeTileDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.RepTiles.RepresentativeTileDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.RepTiles.RepresentativeTileDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Widgets.RepTiles.RepresentativeTileDto' required: true summary: Dashboard data engine get top ten performance x-summary-source: derived /v1/Reporting/Widgets/DataEngine/Reps/{repId}/RmdSummary: get: tags: - Reporting/Widgets operationId: DashboardDataEngine_GetRepRmdSummary parameters: - name: repId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RmdDashboardDto' xml: name: RmdDashboardDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RmdDashboardDto' xml: name: RmdDashboardDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RmdDashboardDto' xml: name: RmdDashboardDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RmdDashboardDto' xml: name: RmdDashboardDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RmdDashboardDto' xml: name: RmdDashboardDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RmdDashboardDto' xml: name: RmdDashboardDto wrapped: true type: array security: - Authorization: [] summary: Dashboard data engine get rep rmd summary x-summary-source: derived /v1/Reporting/Widgets/Grouped: get: tags: - Reporting/Widgets summary: Widgets get grouped operationId: Widgets_GetGrouped parameters: - name: dashboardLevel in: query description: 'Optional. Default: null. When provided only Dashboard Level specified are returned.' required: false schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: type: object type: array application/json: schema: items: type: object type: array text/json: schema: items: type: object type: array application/xml: schema: items: type: object type: array text/xml: schema: items: type: object type: array multipart/form-data: schema: items: type: object type: array security: - Authorization: [] x-summary-source: derived components: schemas: MultipartDataMediaFormatter.Infrastructure.HttpFile: properties: fileName: type: string mediaType: type: string data: $ref: '#/components/schemas/System.Net.Http.StreamContent' xml: name: HttpFile type: object OAS.WebApi.DTO.Portfolio.AccountDto: properties: isActive: type: boolean custodian: type: string custodianCode: type: string managementStyle: type: string currentValue: type: number format: double fundFamily: type: string accountStartValue: type: number format: double createdDate: type: string format: date-time isManaged: type: boolean isSweepAccount: type: boolean isSleeveAccount: type: boolean sleeveType: type: string enum: - Normal sleeve - Custodial account - Contribution sleeve - Distribution sleeve - Unmanaged sleeve isAdvReportable: type: boolean is13FReportable: type: boolean isAuaReportable: type: boolean advCustodyTypeId: type: integer format: int32 custodialRepCode: type: string brokerDealer: type: string importKey: type: string outsideId: type: string secondaryAccountNumber: type: string managementStyleId: type: integer format: int32 fundFamilyId: type: integer format: int32 accountHistoryId: type: integer format: int32 registrationId: type: integer format: int32 clientId: type: integer format: int32 custodianId: type: integer format: int32 shareClass: type: string shareClassId: type: integer format: int32 subAdvisorId: type: integer format: int32 provider: type: string plan: type: integer format: int32 planName: type: string modelGroupNumber: type: string isOriginalSMCAccount: type: boolean isTradingBlocked: type: boolean tradingInstructions: type: string downloadSource: type: string businessLine: type: string createdBy: type: string accountStartDate: type: string format: date-time editedBy: type: string editedDate: type: string format: date-time accountStatusId: type: integer format: int32 accountStatus: type: string accountStatusDescription: type: string feeScheduleId: type: integer format: int32 feeSchedule: type: string masterPayoutScheduleId: type: integer format: int32 masterPayoutSchedule: type: string billFrequency: type: string enum: - Undefined - Monthly - Quarterly - Triannual - Semiannually - Annually - AtMaturity representative: type: string representativeNumber: type: string representativeId: type: integer format: int32 household: type: string cancelDate: type: string format: date-time riskBudget: type: integer format: int32 modelAggId: type: integer format: int32 billPayMethod: type: string acceptsList: type: boolean billStartDate: type: string format: date-time missingInfoFromView: type: string sweepAssetId: type: integer format: int32 includeInAggregate: type: boolean isDiscretionary: type: boolean cashBalance: type: number format: double sleeveStrategy: type: string isQualified: type: boolean riskScore: type: number format: double isWrapManaged: type: boolean isWrapSponsored: type: boolean lastName: type: string nickname: type: string isPositionOnlyRecon: type: boolean eclipseFirmId: type: integer format: int32 isUnfunded: type: boolean isBundled: type: boolean isExcludedFromFirmAssets: type: boolean annuityIncomeValue: type: number format: double currentRiskScore: type: integer format: int32 targetRiskScore: type: integer format: int32 riskScoreAsOfDate: type: string format: date-time riskScoreProvider: description: The source of {OAS.WebApi.DTO.Portfolio.AccountDto.TargetRiskScore}{OAS.WebApi.DTO.Portfolio.AccountDto.CurrentRiskScore} and {OAS.WebApi.DTO.Portfolio.AccountDto.RiskScoreAsOfDate} type: string riskTol: type: integer format: int32 tieredFeePriority: type: integer format: int32 additionalColumns: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Interface.AdditionalColumnDefinition' xml: name: AdditionalColumnDefinition wrapped: true type: array isOps: type: boolean lastPositionDate: type: string format: date-time inBalance: type: boolean lastReconciledEffectiveDate: type: string format: date-time clientGlobalId: example: 00000000-0000-0000-0000-000000000000 type: string format: uuid registrationGlobalId: example: 00000000-0000-0000-0000-000000000000 type: string format: uuid id: type: integer format: int32 name: type: string number: type: string modelName: type: string subAdvisor: type: string accountType: type: string isDataSharingEntity: type: boolean xml: name: AccountDto type: object System.Collections.Generic.KeyValuePairOfSystem.StringAndSystem.Collections.Generic.IEnumerableOfSystem.String: properties: key: readOnly: true type: string value: items: type: string readOnly: true type: array xml: name: KeyValuePair`2 type: object OAS.WebApi.DTO.Portfolio.RegistrationSuitabilityDto: properties: netWorthIncludingResidence: type: number format: double netWorthExcludingResidence: type: number format: double liquidNetWorth: type: number format: double investmentKnowledge: type: string riskExposure: type: string investmentExperience: type: string returnObjective: type: string investmentObjective: type: string timeHorizon: type: string stockPercent: type: string riskTolerance: type: integer format: int32 netWorth: type: number format: double netIncome: type: number format: double riskBudget: type: integer format: int32 isLifestyleOption: type: boolean reviewCompleted: type: boolean reviewCompletedDate: type: string format: date-time xml: name: RegistrationSuitabilityDto type: object OAS.WebApi.DTO.Reporting.Widgets.RepTiles.RepresentativeAumDto: properties: includeAccruedInterest: type: boolean contributionTypes: type: integer format: int32 distributionTypes: type: integer format: int32 profileIDs: items: type: integer format: int32 type: array id: type: integer format: int32 startDate: type: string format: date-time endDate: type: string format: date-time asOfDate: type: string format: date-time xml: name: RepresentativeAumDto type: object OAS.WebApi.DTO.Reporting.Widgets.RepTiles.RepresentativeTileDto: properties: profileIDs: items: type: integer format: int32 type: array id: type: integer format: int32 startDate: type: string format: date-time endDate: type: string format: date-time asOfDate: type: string format: date-time xml: name: RepresentativeTileDto type: object OAS.WebApi.DTO.Reporting.Widgets.AccountAndSuitabilityDto: properties: account: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.AccountDto' suitability: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.RegistrationSuitabilityDto' xml: name: AccountAndSuitabilityDto type: object OAS.WebApi.DTO.Portfolio.StaticFileDto: properties: file: $ref: '#/components/schemas/MultipartDataMediaFormatter.Infrastructure.HttpFile' openWith: type: string blobDesc: type: string xml: name: StaticFileDto type: object System.Net.Http.StreamContent: properties: headers: items: $ref: '#/components/schemas/System.Collections.Generic.KeyValuePairOfSystem.StringAndSystem.Collections.Generic.IEnumerableOfSystem.String' readOnly: true xml: name: KeyValuePair`2 wrapped: true type: array xml: name: StreamContent type: object OAS.WebApi.DTO.Portfolio.RmdDashboardDto: properties: accountStatusIcon: readOnly: true type: string accountStatus: readOnly: true type: string registrationStatusIcon: readOnly: true type: string registrationStatus: readOnly: true type: string isAutoRmd: readOnly: true type: boolean notes: readOnly: true type: string amounts: readOnly: true type: number format: double annualizedAmounts: readOnly: true type: number format: double frequency: readOnly: true type: string taxWitheld: readOnly: true type: string stateTaxWitheld: readOnly: true type: string recalc: readOnly: true type: boolean banksOfRecord: readOnly: true type: string bankAccountNumbers: readOnly: true type: string accountId: type: integer format: int32 representativeId: type: integer format: int32 representativeName: type: string clientId: type: integer format: int32 clientName: type: string registrationId: type: integer format: int32 registrationLastName: type: string registrationName: type: string registrationSsn: type: string registrationDeceasedSsn: type: string accountType: type: string number: type: string rmdAmount: type: number format: double rmdOriginalAmount: type: number format: double endOfPreviousYearAccountValue: type: number format: double calculatedEndOfPreviousYearAccountValue: type: number format: double endOfPreviousYearAccountValueIsCalculated: type: boolean investorAge: type: number format: double investorAgeText: readOnly: true type: string dateOfBirth: type: string dateOfDeath: type: string format: date-time distributionAmountYtd: type: number format: double rmdRemaining: readOnly: true type: number format: double rmdRemainingGroup: readOnly: true type: number format: double rmdRemainingGroupApplied: readOnly: true type: number format: double isActive: type: boolean rmdSatisfiedOverview: readOnly: true type: string rmdRuleApplied: readOnly: true type: string rmdSatisfied: type: boolean manualRmdSatisfied: type: boolean primaryBeneficiaryName: type: string primaryBeneficiaryAge: type: number format: double primaryBeneficiaryAgeText: readOnly: true type: string primaryBeneficiaryRelation: type: string irsTable: type: string factor: type: number format: double spouseIsPrimaryBeneAndMoreThan10YrsDiff: readOnly: true type: boolean sweepCash: type: number format: double accountNotes: type: string custodialCash: type: number format: double rmdNotes: type: string custodianName: type: string clientAddressLine1: type: string clientAddressLine2: type: string clientAddressLine3: type: string clientCity: type: string clientState: type: string clientZip: type: string regRmdSatisfied: type: boolean outsideId: type: string additionalColumns: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Interface.AdditionalColumnDefinition' readOnly: true xml: name: AdditionalColumnDefinition wrapped: true type: array xml: name: RmdDashboardDto type: object OAS.WebApi.DTO.Reporting.Widgets.AssetIndexedAnnuityDto: properties: assetId: type: integer format: int32 accountAnnuityId: type: integer format: int64 productName: type: string accountNumber: type: string ticker: type: string incomeValue: type: number format: double basisForNQ: type: number format: double surrenderValue: type: number format: double marketValue: type: number format: double xml: name: AssetIndexedAnnuityDto type: object OAS.WebApi.Domains.Reporting.DashboardDataEngineController.SaveDashboardToPdfDto: properties: dashboardId: type: integer format: int32 startDate: type: string format: date-time endDate: type: string format: date-time entityId: type: integer format: int32 entity: type: string enum: - Undefined - Payee - BrokerDealer - Wholesaler - Representative - Client - Registration - Account - Asset - Product - Transaction - Distribution - FundFamily - Personal - PayoutSchedule - FeeSchedule - Platform - RIA - Custodian - Journal - SWP - Other - NASD - CashFunding - Bill - BillInstance - BillMasterPayout - Model - NewAccountClient - NewAccountReg - DownloadExclusion - Price - UserDefinedFields - NewAcctUserDef - ManagersMessage - IndexEntry - PerformanceFee - PerformancePayout - NewAccountAsset - Owner - Administrator - OutsideClient - SubAdvisor - ModelRange - FaxCover - Fax - OneTimeDistribution - WebLogin - Plan401k - BillAccountItem - ThirdPartyAdministrator - CrmContact - Participant - PlanSponsor - CRMEmailList - ThirdParty - WorkflowItem - WorkflowAction - ServiceAccount - EntityOption - HouseholdMember - DownloadSymbol - IndexBlend - NABenefit - AggregateModel - CompositeRange - RepAccountManager - ScriptsScrubs - ServiceAccountBrokerDealer - BusinessLine - Blob - AssetClass - ServiceAccountLite - NewAcctUserDefDtl - Branch - AssetLevelStrategy - Report - DataQueries - PriceUnUsed - ModelItem - AssetCategory - RiskCategory - PlatformRange - Dividend - RegistrationType - CustodianCommon - RepState - QpeDashboard - ReportBatch - ModelGroup - ShareClass - DownloadFile - User - DynamicGrouping - ProductType - ProductSubType - InvestmentObjective - PortfolioGroup - OrionRealizedLot - OrionUnrealizedLot - CustodianRealizedLot - CustodianUnrealizedLot - AssetCategoryParent - TaxType - AuditRequest - AuditRequestLetter - ManagedUnmanaged - AuditRowAttachment - InformPolicy - InformAnswerAttachment - UserDetail - BillPayMethod - ModelInclusion - CommunityModel - EclipseModel - Global - ClientCategory - Taxability - Qualified - TaxID - BondState - ProductTaxability - TargetAllocation - RIATable - ProductRegion - ProductPropertyType - ProductManagerAip - MoodyRating - SPRating - BondMaturityYear - InterestRate - RegistrationTaxType - MaturityPeriod - NewHousehold - BillPayoutDashboardPayment - OptionLevel - MarginAgreement - PrimeBrokerage - InformHistoricalDocument - SleeveStrategyAggregate - MorningstarSector - BillEntity - SleeveStrategy - MorningstarGeography - GenericProspect - BillEntityType - AdditionalRep - BillPayoutReport - ProductSubHolding - DownloadSource - ModelVsActual - ProductVintageYear - EclipsePortfolio - Country - Currency - SecurityClassification1 - SecurityClassification2 - SecurityClassification3 - SecurityClassification4 - SecurityClassification5 - SecurityClassification6 - SecurityClassification7 - SecurityClassification8 - SecurityClassification9 - SecurityClassification10 - SecurityClassification11 - SecurityClassification12 - SecurityClassification13 - SecurityClassification14 - SecurityClassification15 - SecurityClassification16 - SecurityClassification17 - SecurityClassification18 - SecurityClassification19 - SecurityClassification20 - SecurityClassification21 - SecurityClassification22 - SecurityClassification23 - SecurityClassification24 - SecurityClassification25 - DownloadRecord - CustomGrouping - Cotenant - AllocatedUnrealizedCostBasis - AllocatedRealizedCostBasis notes: type: string saveToClientDocs: type: boolean saveWithNotes: type: boolean xml: name: SaveDashboardToPdfDto type: object OAS.WebApi.DTO.Interface.AdditionalColumnDefinition: properties: key: type: string value: type: string xml: name: AdditionalColumnDefinition type: object OAS.WebApi.DTO.Portfolio.RegistrationBeneficiaryDto: properties: id: type: integer format: int32 name: type: string dob: type: string format: date-time type: type: string relation: type: string relationDisplay: type: string percentage: type: number format: double address: type: string city: type: string state: type: string zip: type: string ssn: type: string reason: type: string perStirpes: type: boolean createdBy: type: string createdDate: type: string format: date-time editedBy: type: string editedDate: type: string format: date-time xml: name: RegistrationBeneficiaryDto type: object OAS.WebApi.DTO.Portfolio.SystematicDto: properties: id: type: integer format: int32 isActive: type: boolean isDoubleCheck: type: boolean type: type: integer format: int32 doubleCheckBy: type: string doubleCheckDate: type: string format: date-time swpAmount: type: number format: double isProrated: type: boolean isCashFundingIgnored: type: boolean frequency: type: string enum: - Monthly - Quarterly - Semiannually - Annually cycleMonth: type: integer format: int32 startDate: type: string format: date-time endDate: type: string format: date-time inActiveDate: type: string format: date-time transactionDay: type: integer format: int32 custodialSWPDate: type: integer format: int32 taxesWithheld: type: number format: double stateTax: type: number format: double distributionCode: type: integer format: int32 notes: type: string source: type: integer format: int32 dataEntryMethod: type: integer format: int32 howTransfered: type: integer format: int32 bankName: type: string bankAddress: type: string abaNumber: type: string bankAccountNumber: type: string lifeType: type: integer format: int32 beneficiaryName: type: string beneficiaryDoB: type: string format: date-time beneficiarySSN: type: string reason: type: string isSpouse: type: boolean isTaxWithType: type: string enum: - Undefined - Dollar - Percent - Unknown - None isRecalc: type: boolean isAutoRmd: type: boolean nextDate: type: string format: date-time importKey: type: string custodialSystematicId: type: string xml: name: SystematicDto type: object OAS.WebApi.DTO.Portfolio.RepresentativeBlobDto: properties: representativeId: type: integer format: int32 isViewable: type: boolean isViewableAdvisor: type: boolean isViewableRepresentative: type: boolean createdDate: type: string format: date-time id: type: integer format: int32 openWith: type: string fileName: type: string blobDesc: type: string blobText: type: string category: type: string isZip: type: boolean xml: name: RepresentativeBlobDto type: object OAS.DataModel.Reporting.Widgets.SpimDashboardAumList: properties: id: type: integer format: int32 name: type: string percent: type: number format: double value: type: number format: double xml: name: SpimDashboardAumList type: object OAS.WebApi.DTO.Portfolio.BlobBaseDto: properties: createdDate: type: string format: date-time id: type: integer format: int32 openWith: type: string fileName: type: string blobDesc: type: string blobText: type: string category: type: string isZip: type: boolean xml: name: BlobBaseDto type: object OAS.DataModel.Reporting.Portfolio.SpimAumInsight: properties: id: type: integer format: int32 name: type: string value: type: number format: double xml: name: SpimAumInsight type: object OAS.WebApi.DTO.Reporting.Widgets.AccountAndSystematicsDto: properties: account: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.AccountDto' systematics: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SystematicDto' xml: name: SystematicDto wrapped: true type: array xml: name: AccountAndSystematicsDto type: object OAS.WebApi.DTO.Reporting.Widgets.WidgetDto: properties: id: type: integer format: int32 name: type: string code: type: string description: type: string category: type: string securityCode: type: string isActive: type: boolean endpoint: type: string endpointVerb: type: string moreRoute: type: string imageName: type: string dashboardLevel: type: integer format: int32 widgetParams: type: string tags: type: string xml: name: WidgetDto type: object securitySchemes: Authorization: type: apiKey description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"' name: Authorization in: header