openapi: 3.2.0 info: version: V1 title: Orion Connect Utility/Database Groups API x-swagger-net-version: 8.4.12.001 servers: - url: https://api.orionadvisor.com/api tags: - name: Utility/DatabaseGroups paths: /v1/Utility/DatabaseGroups: get: tags: - Utility/DatabaseGroups operationId: DatabaseGroups_Get responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.DatabaseGroupDto' xml: name: DatabaseGroupDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.DatabaseGroupDto' xml: name: DatabaseGroupDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.DatabaseGroupDto' xml: name: DatabaseGroupDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.DatabaseGroupDto' xml: name: DatabaseGroupDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.DatabaseGroupDto' xml: name: DatabaseGroupDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.DatabaseGroupDto' xml: name: DatabaseGroupDto wrapped: true type: array security: - Authorization: [] summary: Database groups get x-summary-source: derived post: tags: - Utility/DatabaseGroups summary: Creates a new Database Group record, and returns the new record in the location… operationId: DatabaseGroups_CreateEntity responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.DatabaseGroupDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.DatabaseGroupDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.DatabaseGroupDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.DatabaseGroupDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.DatabaseGroupDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.DatabaseGroupDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.DatabaseGroupDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.DatabaseGroupDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.DatabaseGroupDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.DatabaseGroupDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.DatabaseGroupDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.DatabaseGroupDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.DatabaseGroupDto' description: Database Group required: true /v1/Utility/DatabaseGroups/{key}: get: tags: - Utility/DatabaseGroups summary: Gets the Database Group that has the provided key. operationId: DatabaseGroups_GetEntityByKey parameters: - name: key in: path description: Key of the desired return object. required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.DatabaseGroupDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.DatabaseGroupDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.DatabaseGroupDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.DatabaseGroupDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.DatabaseGroupDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.DatabaseGroupDto' security: - Authorization: [] put: tags: - Utility/DatabaseGroups summary: Updates an existing Database Group record operationId: DatabaseGroups_UpdateEntity parameters: - name: key in: path description: Database Group Id to update required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.DatabaseGroupDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.DatabaseGroupDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.DatabaseGroupDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.DatabaseGroupDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.DatabaseGroupDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.DatabaseGroupDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.DatabaseGroupDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.DatabaseGroupDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.DatabaseGroupDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.DatabaseGroupDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.DatabaseGroupDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.DatabaseGroupDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.DatabaseGroupDto' description: New Database Group values required: true delete: tags: - Utility/DatabaseGroups operationId: DatabaseGroups_Delete parameters: - name: key in: path required: true schema: type: integer format: int32 responses: '204': description: No Content security: - Authorization: [] summary: Database groups delete x-summary-source: derived /v1/Utility/DatabaseGroups/Simple: get: tags: - Utility/DatabaseGroups summary: Returns a simple Id/Name for all Database Group records operationId: DatabaseGroups_GetSimpleAll parameters: - name: isPrivate in: query required: false schema: type: boolean responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array security: - Authorization: [] components: schemas: OAS.WebApi.DTO.Utility.DatabaseGroupDto: properties: id: type: integer format: int32 name: type: string isPrivate: type: boolean auditedBy: type: string auditedDate: type: string format: date-time userId: 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 alClientId: type: integer format: int32 alClientName: type: string databases: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array xml: name: DatabaseGroupDto type: object OAS.DataModel.SimpleEntity: properties: id: type: integer format: int32 name: type: string xml: name: SimpleEntity type: object securitySchemes: Authorization: type: apiKey description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"' name: Authorization in: header