openapi: 3.2.0 info: version: V1 title: Orion Connect Security/Validate Import API x-swagger-net-version: 8.4.12.001 servers: - url: https://api.orionadvisor.com/api tags: - name: Security/ValidateImport paths: /v1/Security/ValidateImport/Users/{entity}: post: tags: - Security/ValidateImport operationId: SecurityValidateImportUsers_ProcessFileAsync parameters: - name: cancellationToken in: header required: true - name: entity in: path required: true schema: type: string enum: - BrokerDealer - Wholesaler - Representative - Client - RIA - Administrator - SubAdvisor - ThirdPartyAdministrator - Custodian - PlanSponsor - ThirdParty - ServiceAccount - Participant - RepAccountManager - Payee - RIATable - Cotenant - name: prepopulateUseInformationFromProfile in: query required: false schema: type: boolean default: false responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.UserInfoDetailsValidationDto' xml: name: UserInfoDetailsValidationDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.UserInfoDetailsValidationDto' xml: name: UserInfoDetailsValidationDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.UserInfoDetailsValidationDto' xml: name: UserInfoDetailsValidationDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.UserInfoDetailsValidationDto' xml: name: UserInfoDetailsValidationDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.UserInfoDetailsValidationDto' xml: name: UserInfoDetailsValidationDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.UserInfoDetailsValidationDto' xml: name: UserInfoDetailsValidationDto wrapped: true type: array security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.ValidateImport.ValidateFileImportDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.ValidateImport.ValidateFileImportDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.ValidateImport.ValidateFileImportDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.ValidateImport.ValidateFileImportDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.ValidateImport.ValidateFileImportDto' required: true summary: Security validate import users process file async x-summary-source: derived components: schemas: MultipartDataMediaFormatter.Infrastructure.HttpFile: properties: fileName: type: string mediaType: type: string data: $ref: '#/components/schemas/System.Net.Http.StreamContent' xml: name: HttpFile type: object System.Collections.Generic.KeyValuePairOfSystem.StringAndSystem.Collections.Generic.IEnumerableOfSystem.String: properties: key: readOnly: true type: string value: items: type: string readOnly: true type: array xml: name: KeyValuePair`2 type: object OAS.WebApi.DTO.Security.UserInfoDetailsValidationDto: properties: isValid: type: boolean validationMessage: type: string warningMessage: type: string profiles: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.ProfileDto' xml: name: ProfileDto wrapped: true type: array password: type: string isSecureExchangeRecipient: type: boolean partnerAppId: type: integer format: int32 twoFactor: type: boolean errorMessage: type: string id: type: integer format: int32 userId: type: string firstName: type: string lastName: type: string email: type: string isActive: type: boolean activeDate: type: string format: date-time inactiveDate: type: string format: date-time lastLogin: type: string format: date-time lastPasswordChange: type: string format: date-time isReset: type: boolean mobilePhone: type: string businessPhone: type: string businessPhoneExtension: type: string company: type: string jobTitle: type: string entityName: type: string contactType: type: string enum: - NotApproved - Approved - MainContact - NoLongerWithFirm createdDate: type: string format: date-time xml: name: UserInfoDetailsValidationDto type: object OAS.WebApi.DTO.ValidateImport.ValidateFileImportDto: description: import file DTO for validating imports properties: file: $ref: '#/components/schemas/MultipartDataMediaFormatter.Infrastructure.HttpFile' description: the imported file xml: name: ValidateFileImportDto type: object OAS.WebApi.DTO.Security.ProfileDto: properties: id: type: integer format: int32 loginEntityId: 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 entityId: type: integer format: int32 advisorName: type: string entityName: type: string roleId: type: integer format: int32 isUserDefault: type: boolean alClientId: type: integer format: int32 roleName: type: string isInCurrentDb: type: boolean xml: name: ProfileDto type: object System.Net.Http.StreamContent: properties: headers: items: $ref: '#/components/schemas/System.Collections.Generic.KeyValuePairOfSystem.StringAndSystem.Collections.Generic.IEnumerableOfSystem.String' readOnly: true xml: name: KeyValuePair`2 wrapped: true type: array xml: name: StreamContent type: object securitySchemes: Authorization: type: apiKey description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"' name: Authorization in: header