openapi: 3.2.0 info: version: V1 title: Orion Connect Settings/Apps API x-swagger-net-version: 8.4.12.001 servers: - url: https://api.orionadvisor.com/api tags: - name: Settings/Apps paths: /v1/Settings/Apps: get: tags: - Settings/Apps summary: Gets a list of apps that the logged in user has access to. operationId: Apps_Get parameters: - name: hasOptions in: query description: 'Optional. Default: null. If true return only the apps that have options, when false return only the apps that do not have options.' required: false schema: type: boolean responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppDto' xml: name: AppDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppDto' xml: name: AppDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppDto' xml: name: AppDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppDto' xml: name: AppDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppDto' xml: name: AppDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppDto' xml: name: AppDto wrapped: true type: array security: - Authorization: [] post: tags: - Settings/Apps summary: Used to create a new app. operationId: Apps_CreateApp responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppFullDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppFullDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppFullDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppFullDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppFullDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppFullDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppFullDto' required: true /v1/Settings/Apps/{appCode}: get: tags: - Settings/Apps summary: Gets the app that has the provided key. operationId: Apps_GetV1SettingsAppsByAppCode parameters: - name: appCode in: path description: AppCode of the desired return object. required: true schema: type: string - name: showAllPages in: query required: false schema: type: boolean default: false responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppFullDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppFullDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppFullDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppFullDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppFullDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppFullDto' security: - Authorization: [] put: tags: - Settings/Apps summary: Used to update an existing app. operationId: Apps_UpdateApp parameters: - name: appCode in: path required: true schema: type: string responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppFullDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppFullDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppFullDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppFullDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppFullDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppFullDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppFullDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppFullDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppFullDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppFullDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppFullDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppFullDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppFullDto' required: true delete: tags: - Settings/Apps summary: Used to delete an existing app. Upon successful deletion a 204 will be returned operationId: Apps_DeleteApp parameters: - name: appCode in: path required: true schema: type: string responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] /v1/Settings/Apps/{appCode}/Options: get: tags: - Settings/Apps summary: Gets all app options for the app with the provided appCode. operationId: AppOptions_GetOptions parameters: - name: appCode in: path description: AppCode of the desired return object. required: true schema: type: string - name: level in: query description: 'Optional. Default: User. The level to return a value for can be User, Advisor, or Default.' required: false schema: type: string enum: - User - Advisor - Default default: 102 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppOptionDto' xml: name: AppOptionDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppOptionDto' xml: name: AppOptionDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppOptionDto' xml: name: AppOptionDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppOptionDto' xml: name: AppOptionDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppOptionDto' xml: name: AppOptionDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppOptionDto' xml: name: AppOptionDto wrapped: true type: array security: - Authorization: [] put: tags: - Settings/Apps summary: Updates an array of AppOptions operationId: AppOptions_UpdateList parameters: - name: appCode in: path description: Application Code required: true schema: type: string - name: level in: query description: The level the options will be stored (Default, User, or Advisor) required: false schema: type: string enum: - User - Advisor - Default default: 102 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppOptionDto' xml: name: AppOptionDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppOptionDto' xml: name: AppOptionDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppOptionDto' xml: name: AppOptionDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppOptionDto' xml: name: AppOptionDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppOptionDto' xml: name: AppOptionDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppOptionDto' xml: name: AppOptionDto wrapped: true type: array security: - Authorization: [] requestBody: content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppOptionDto' xml: name: AppOptionDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppOptionDto' xml: name: AppOptionDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppOptionDto' xml: name: AppOptionDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppOptionDto' xml: name: AppOptionDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppOptionDto' xml: name: AppOptionDto wrapped: true type: array application/x-www-form-urlencoded: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppOptionDto' xml: name: AppOptionDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppOptionDto' xml: name: AppOptionDto wrapped: true type: array description: Body contains the list of options for update. required: true /v1/Settings/Apps/{appCode}/Options/{optionName}: get: tags: - Settings/Apps summary: Gets the app option that has the provided name. operationId: AppOptions_GetByOptionName parameters: - name: appCode in: path description: The AppCode form tblApp that indicates what application the app option is for. required: true schema: type: string - name: optionName in: path description: Name of the option to return. required: true schema: type: string - name: level in: query description: 'Optional. Default: User. The level to return a value for can be User, Advisor, or Default.' required: false schema: type: string enum: - User - Advisor - Default default: 102 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppOptionDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppOptionDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppOptionDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppOptionDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppOptionDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppOptionDto' security: - Authorization: [] put: tags: - Settings/Apps summary: Used to update an existing app option value. operationId: AppOptions_Update parameters: - name: appCode in: path description: The AppCode form tblApp that indicates what application the app option is for. required: true schema: type: string - name: optionName in: path description: Name of the option to return. required: true schema: type: string - name: level in: query description: 'Optional. Default: User. The level to return a value for can be User or Advisor.' required: false schema: type: string enum: - User - Advisor - Default default: 102 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppOptionDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppOptionDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppOptionDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppOptionDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppOptionDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppOptionDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppOptionDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppOptionDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppOptionDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppOptionDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppOptionDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppOptionDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppOptionDto' required: true delete: tags: - Settings/Apps summary: Used to delete an existing app option value. operationId: AppOptions_Delete parameters: - name: appCode in: path required: true schema: type: string - name: optionName in: path description: Name of the option to return. required: true schema: type: string - name: level in: query description: 'Optional. Default: User. The level to return a value for can be User or Advisor.' required: false schema: type: string enum: - User - Advisor - Default default: 102 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppOptionDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppOptionDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppOptionDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppOptionDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppOptionDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppOptionDto' security: - Authorization: [] /v1/Settings/Apps/ContextualLinks: get: tags: - Settings/Apps operationId: Apps_GetContextualLinks responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppContextualLinkDto' xml: name: AppContextualLinkDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppContextualLinkDto' xml: name: AppContextualLinkDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppContextualLinkDto' xml: name: AppContextualLinkDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppContextualLinkDto' xml: name: AppContextualLinkDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppContextualLinkDto' xml: name: AppContextualLinkDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppContextualLinkDto' xml: name: AppContextualLinkDto wrapped: true type: array security: - Authorization: [] summary: Apps get contextual links x-summary-source: derived /v1/Settings/Apps/Pages/{search}: get: tags: - Settings/Apps operationId: Apps_GetPagesForApp parameters: - name: search in: path required: true schema: type: string - name: showAllPages in: query required: false schema: type: boolean default: false responses: '200': description: OK content: text/plain: schema: items: type: object type: array application/json: schema: items: type: object type: array text/json: schema: items: type: object type: array application/xml: schema: items: type: object type: array text/xml: schema: items: type: object type: array multipart/form-data: schema: items: type: object type: array security: - Authorization: [] summary: Apps get pages for app x-summary-source: derived /v1/Settings/Apps/Search: get: tags: - Settings/Apps summary: Gets a list of apps that the logged in user has access to where the app name or… operationId: Apps_GetAppSearch parameters: - name: search in: query description: Name or tags to search for. required: true schema: type: string - name: top in: query description: 'Optional. Default: null. The maximum number of products to return. If null returns all.' required: false schema: type: integer format: int32 - name: skip in: query description: 'Optional. Default: 0. Defines number of items to skip.' required: false schema: type: integer format: int32 default: 0 - name: isActive in: query required: false schema: type: boolean responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppDto' xml: name: AppDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppDto' xml: name: AppDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppDto' xml: name: AppDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppDto' xml: name: AppDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppDto' xml: name: AppDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppDto' xml: name: AppDto wrapped: true type: array security: - Authorization: [] /v1/Settings/Apps/Search/{search}: get: tags: - Settings/Apps summary: Gets a list of apps that the logged in user has access to where the app name or… operationId: Apps_GetV1SettingsAppsSearchBySearch parameters: - name: search in: path description: Name or tags to search for. required: true schema: type: string - name: top in: query description: 'Optional. Default: null. The maximum number of products to return. If null returns all.' required: false schema: type: integer format: int32 - name: skip in: query description: 'Optional. Default: 0. Defines number of items to skip.' required: false schema: type: integer format: int32 default: 0 - name: isActive in: query required: false schema: type: boolean responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppDto' xml: name: AppDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppDto' xml: name: AppDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppDto' xml: name: AppDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppDto' xml: name: AppDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppDto' xml: name: AppDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppDto' xml: name: AppDto wrapped: true type: array security: - Authorization: [] /v1/Settings/Apps/User: get: tags: - Settings/Apps operationId: Apps_GetAppForCurrentUser parameters: - name: cancellationToken in: header required: true - name: audienceExclusion in: query required: false schema: type: string enum: - None - WorkflowAssistant default: 0 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: Apps get app for current user x-summary-source: derived components: schemas: OAS.WebApi.DTO.Settings.AppContextualLinkDto: properties: name: type: string category: type: string description: type: string routeUrl: type: string parameters: type: string xml: name: AppContextualLinkDto type: object OAS.WebApi.DTO.Settings.AppOptionDto: properties: id: type: integer format: int32 parentAppOptionId: type: integer format: int32 category: type: string displayName: type: string name: type: string description: type: string value: type: string controlType: type: string canUserOverride: type: boolean xml: name: AppOptionDto type: object OAS.WebApi.DTO.Settings.AppPageDefaultDto: properties: id: type: integer format: int32 pageCode: type: string name: type: string description: type: string routeUrl: type: string securityCode: type: string includeByDefault: type: boolean parameters: type: string helpText: type: string privilegeId: type: integer format: int32 sortOrder: type: integer format: int32 audienceExclusion: type: string enum: - None - WorkflowAssistant xml: name: AppPageDefaultDto type: object OAS.WebApi.DTO.Settings.AppFullDto: properties: appCode: type: string name: type: string description: type: string category: type: string tags: type: string routeUrl: type: string securityCode: type: string imageName: type: string color: type: string isActive: type: boolean createdBy: type: string createdDate: type: string format: date-time editedBy: type: string editedDate: type: string format: date-time ssoType: type: string enum: - None - SameTabRedirect - Portal - FormPost - NewTabRedirect - AdvisoryWorld - ByAllRep - Schwab - Pershing - GoldmanSachs teamId: type: integer format: int32 parameters: type: string privilegeId: type: integer format: int32 audienceExclusion: type: string enum: - None - WorkflowAssistant teamInfo: $ref: '#/components/schemas/OAS.WebApi.DTO.Authorization.ServiceTeamDto' options: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppOptionDefaultDto' xml: name: AppOptionDefaultDto wrapped: true type: array categories: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppCategoryDefaultDto' xml: name: AppCategoryDefaultDto wrapped: true type: array xml: name: AppFullDto type: object OAS.WebApi.DTO.Settings.AppOptionDefaultDto: properties: id: type: integer format: int32 parentAppOptionId: type: integer format: int32 category: type: string displayName: type: string name: type: string description: type: string defaultValue: type: string controlType: type: string canUserOverride: type: boolean xml: name: AppOptionDefaultDto type: object OAS.WebApi.DTO.Settings.AppDto: properties: appCode: type: string name: type: string description: type: string category: type: string tags: type: string routeUrl: type: string securityCode: type: string imageName: type: string color: type: string isActive: type: boolean ssoType: type: string enum: - None - SameTabRedirect - Portal - FormPost - NewTabRedirect - AdvisoryWorld - ByAllRep - Schwab - Pershing - GoldmanSachs userOptionCount: description: Indicates the count of options for this App, the User can set. type: integer format: int32 createdDate: type: string format: date-time xml: name: AppDto type: object OAS.WebApi.DTO.Settings.AppCategoryDefaultDto: properties: id: type: integer format: int32 name: type: string iconName: type: string sortOrder: type: integer format: int32 audienceExclusion: type: string enum: - None - WorkflowAssistant pages: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.AppPageDefaultDto' xml: name: AppPageDefaultDto wrapped: true type: array xml: name: AppCategoryDefaultDto type: object OAS.WebApi.DTO.Authorization.ServiceTeamDto: properties: id: type: integer format: int32 team: type: string emailAddress: type: string phone: type: string assignedDatabaseCount: type: integer format: int32 memberCount: type: integer format: int32 teamType: type: string enum: - ServiceTeam - ReconTeam - ApplicationTeam - AlternateApplicationTeam - RemovedServiceTeam chatUrl: type: string firmChatRouteId: type: string chatRouteIntendedRecipient: type: string xml: name: ServiceTeamDto type: object securitySchemes: Authorization: type: apiKey description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"' name: Authorization in: header