openapi: 3.2.0 info: version: V1 title: Orion Connect Utility/Process API x-swagger-net-version: 8.4.12.001 servers: - url: https://api.orionadvisor.com/api tags: - name: Utility/Process paths: /v1/Utility/Process/Actions: get: tags: - Utility/Process operationId: ProcessActivities_Get responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessActivityDto' xml: name: ProcessActivityDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessActivityDto' xml: name: ProcessActivityDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessActivityDto' xml: name: ProcessActivityDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessActivityDto' xml: name: ProcessActivityDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessActivityDto' xml: name: ProcessActivityDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessActivityDto' xml: name: ProcessActivityDto wrapped: true type: array security: - Authorization: [] summary: Process activities get x-summary-source: derived post: tags: - Utility/Process summary: Adds a new Corporate Action Extension to the database operationId: ProcessActivities_CreateEntity responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessActivityDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessActivityDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessActivityDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessActivityDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessActivityDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessActivityDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessActivityDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessActivityDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessActivityDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessActivityDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessActivityDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessActivityDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessActivityDto' required: true /v1/Utility/Process/Actions/{key}: get: tags: - Utility/Process summary: Gets the Corporate Action Extension that has the provided key. operationId: ProcessActivities_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.Process.ProcessActivityDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessActivityDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessActivityDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessActivityDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessActivityDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessActivityDto' security: - Authorization: [] put: tags: - Utility/Process summary: Gets the Corporate Action Extension that has the provided key. operationId: ProcessActivities_UpdateEntity 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.DataModel.Utility.Process.ProcessActivity' application/json: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessActivity' text/json: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessActivity' application/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessActivity' text/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessActivity' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessActivity' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessActivity' application/json: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessActivity' text/json: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessActivity' application/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessActivity' text/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessActivity' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessActivity' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessActivity' required: true delete: tags: - Utility/Process operationId: ProcessActivities_DeleteEntity parameters: - name: key in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Process activities delete entity x-summary-source: derived /v1/Utility/Process/Assignments: get: tags: - Utility/Process summary: Get all Corporate Action Processes The return is limited to pages of 10000. operationId: ProcessAssignments_Get parameters: - name: userId in: query required: false schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessAssignmentDto' xml: name: ProcessAssignmentDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessAssignmentDto' xml: name: ProcessAssignmentDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessAssignmentDto' xml: name: ProcessAssignmentDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessAssignmentDto' xml: name: ProcessAssignmentDto wrapped: true type: array security: - Authorization: [] post: tags: - Utility/Process summary: Add new task operationId: ProcessAssignments_CreateEntity responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessAssignmentDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessAssignmentDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessAssignmentDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessAssignmentDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessAssignmentDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessAssignmentDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessAssignmentDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessAssignmentDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessAssignmentDto' required: true /v1/Utility/Process/Assignments/{key}: get: tags: - Utility/Process summary: Gets the Corporate Action Extension that has the provided key. operationId: ProcessAssignments_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.Process.ProcessAssignmentDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessAssignmentDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessAssignmentDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessAssignmentDto' security: - Authorization: [] put: tags: - Utility/Process summary: Gets the Corporate Action Extension that has the provided key. operationId: ProcessAssignments_UpdateEntity parameters: - name: key in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessAssignment' application/json: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessAssignment' text/json: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessAssignment' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessAssignment' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessAssignment' application/json: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessAssignment' text/json: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessAssignment' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessAssignment' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessAssignment' description: Key of the desired return object. required: true delete: tags: - Utility/Process operationId: ProcessAssignments_DeleteEntity parameters: - name: key in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Process assignments delete entity x-summary-source: derived /v1/Utility/Process/Definitions: get: tags: - Utility/Process operationId: ProcessDefinitions_Get responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessDefinitionDto' xml: name: ProcessDefinitionDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessDefinitionDto' xml: name: ProcessDefinitionDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessDefinitionDto' xml: name: ProcessDefinitionDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessDefinitionDto' xml: name: ProcessDefinitionDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessDefinitionDto' xml: name: ProcessDefinitionDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessDefinitionDto' xml: name: ProcessDefinitionDto wrapped: true type: array security: - Authorization: [] summary: Process definitions get x-summary-source: derived post: tags: - Utility/Process summary: Adds a new Corporate Action Extension to the database operationId: ProcessDefinitions_CreateEntity responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessDefinitionDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessDefinitionDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessDefinitionDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessDefinitionDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessDefinitionDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessDefinitionDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessDefinitionDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessDefinitionDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessDefinitionDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessDefinitionDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessDefinitionDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessDefinitionDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessDefinitionDto' required: true /v1/Utility/Process/Definitions/{key}: get: tags: - Utility/Process operationId: ProcessDefinitions_GeEntityByKey parameters: - name: key in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessDefinitionDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessDefinitionDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessDefinitionDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessDefinitionDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessDefinitionDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessDefinitionDto' security: - Authorization: [] summary: Process definitions ge entity by key x-summary-source: derived put: tags: - Utility/Process summary: Gets the Corporate Action Extension that has the provided key. operationId: ProcessDefinitions_UpdateEntity 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.Process.ProcessDefinitionDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessDefinitionDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessDefinitionDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessDefinitionDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessDefinitionDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessDefinitionDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessDefinitionDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessDefinitionDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessDefinitionDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessDefinitionDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessDefinitionDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessDefinitionDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessDefinitionDto' required: true delete: tags: - Utility/Process operationId: ProcessDefinitions_DeleteEntity parameters: - name: key in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Process definitions delete entity x-summary-source: derived /v1/Utility/Process/Definitions/{key}/Detail: get: tags: - Utility/Process operationId: ProcessDefinitions_GeEntityByKeyDetail parameters: - name: key in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessDefinitionDetailDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessDefinitionDetailDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessDefinitionDetailDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessDefinitionDetailDto' security: - Authorization: [] summary: Process definitions ge entity by key detail x-summary-source: derived /v1/Utility/Process/Elements: get: tags: - Utility/Process summary: Get all Corporate Action Processes The return is limited to pages of 10000. operationId: ProcessElements_Get parameters: - name: definitionId in: query description: Optional. required: false schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessElementDto' xml: name: ProcessElementDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessElementDto' xml: name: ProcessElementDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessElementDto' xml: name: ProcessElementDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessElementDto' xml: name: ProcessElementDto wrapped: true type: array security: - Authorization: [] post: tags: - Utility/Process summary: Add new task operationId: ProcessElements_CreateEntity responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessElementDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessElementDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessElementDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessElementDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessElementDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessElementDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessElementDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessElementDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessElementDto' required: true /v1/Utility/Process/Elements/{key}: get: tags: - Utility/Process summary: Gets the Corporate Action Extension that has the provided key. operationId: ProcessElements_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.Process.ProcessElementDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessElementDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessElementDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessElementDto' security: - Authorization: [] put: tags: - Utility/Process summary: Process elements update entity operationId: ProcessElements_UpdateEntity 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.Process.ProcessElementDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessElementDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessElementDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessElementDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessElementDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessElementDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessElementDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessElementDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessElementDto' required: true x-summary-source: derived delete: tags: - Utility/Process operationId: ProcessElements_DeleteEntity parameters: - name: key in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Process elements delete entity x-summary-source: derived /v1/Utility/Process/Elements/{key}/Descendants: get: tags: - Utility/Process operationId: ProcessElements_GetEntityDescendantsByKey parameters: - name: key in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessElementDto' xml: name: ProcessElementDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessElementDto' xml: name: ProcessElementDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessElementDto' xml: name: ProcessElementDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessElementDto' xml: name: ProcessElementDto wrapped: true type: array security: - Authorization: [] summary: Process elements get entity descendants by key x-summary-source: derived /v1/Utility/Process/Events: get: tags: - Utility/Process summary: Get all Corporate Action Processes The return is limited to pages of 10000. operationId: ProcessEvents_Get parameters: - name: elementId in: query description: Optional. required: false schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessEventDto' xml: name: ProcessEventDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessEventDto' xml: name: ProcessEventDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessEventDto' xml: name: ProcessEventDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessEventDto' xml: name: ProcessEventDto wrapped: true type: array security: - Authorization: [] post: tags: - Utility/Process summary: Add new task operationId: ProcessEvents_CreateEntity responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessEventDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessEventDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessEventDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessEventDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessEventDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessEventDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessEventDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessEventDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessEventDto' required: true /v1/Utility/Process/Events/{key}: get: tags: - Utility/Process summary: Gets the Corporate Action Extension that has the provided key. operationId: ProcessEvents_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.Process.ProcessEventDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessEventDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessEventDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessEventDto' security: - Authorization: [] put: tags: - Utility/Process summary: Process events update entity operationId: ProcessEvents_UpdateEntity 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.Process.ProcessEventDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessEventDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessEventDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessEventDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessEventDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessEventDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessEventDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessEventDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessEventDto' required: true x-summary-source: derived delete: tags: - Utility/Process operationId: ProcessEvents_DeleteEntity parameters: - name: key in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Process events delete entity x-summary-source: derived /v1/Utility/Process/Fields: post: tags: - Utility/Process summary: Add new task operationId: ProcessFields_CreateEntity responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessFieldDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessFieldDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessFieldDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessFieldDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessFieldDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessFieldDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessFieldDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessFieldDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessFieldDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessFieldDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessFieldDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessFieldDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessFieldDto' required: true /v1/Utility/Process/Fields/{key}: get: tags: - Utility/Process summary: Gets the Corporate Action Extension that has the provided key. operationId: ProcessFields_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.Process.ProcessFieldDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessFieldDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessFieldDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessFieldDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessFieldDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessFieldDto' security: - Authorization: [] put: tags: - Utility/Process summary: Gets the Corporate Action Extension that has the provided key. operationId: ProcessFields_UpdateEntity 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.DataModel.Utility.Process.ProcessField' application/json: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessField' text/json: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessField' application/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessField' text/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessField' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessField' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessField' application/json: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessField' text/json: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessField' application/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessField' text/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessField' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessField' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessField' required: true delete: tags: - Utility/Process operationId: ProcessFields_DeleteEntity parameters: - name: key in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Process fields delete entity x-summary-source: derived /v1/Utility/Process/Instances: get: tags: - Utility/Process operationId: ProcessInstances_GetEntities parameters: - name: typeId in: query required: true style: form explode: true schema: type: array items: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessInstanceDetailDto' xml: name: ProcessInstanceDetailDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessInstanceDetailDto' xml: name: ProcessInstanceDetailDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessInstanceDetailDto' xml: name: ProcessInstanceDetailDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessInstanceDetailDto' xml: name: ProcessInstanceDetailDto wrapped: true type: array security: - Authorization: [] summary: Process instances get entities x-summary-source: derived post: tags: - Utility/Process operationId: ProcessInstances_CreateEntity responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessInstanceDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessInstanceDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessInstanceDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessInstanceDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessInstanceDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessInstanceDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessInstanceDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessInstanceDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessInstanceDto' required: true summary: Process instances create entity x-summary-source: derived /v1/Utility/Process/Instances/{key}: get: tags: - Utility/Process operationId: ProcessInstances_GetEntity parameters: - name: key in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessInstanceDetailDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessInstanceDetailDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessInstanceDetailDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessInstanceDetailDto' security: - Authorization: [] summary: Process instances get entity x-summary-source: derived delete: tags: - Utility/Process operationId: ProcessInstances_Delete parameters: - name: key in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Process instances delete x-summary-source: derived /v1/Utility/Process/Participants: get: tags: - Utility/Process operationId: ProcessParticipants_Get parameters: - name: definitionId in: query required: false schema: type: integer format: int32 - name: instanceId in: query required: false schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessParticipantDto' xml: name: ProcessParticipantDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessParticipantDto' xml: name: ProcessParticipantDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessParticipantDto' xml: name: ProcessParticipantDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessParticipantDto' xml: name: ProcessParticipantDto wrapped: true type: array security: - Authorization: [] summary: Process participants get x-summary-source: derived post: tags: - Utility/Process summary: Add new task operationId: ProcessParticipants_CreateEntity responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessParticipantDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessParticipantDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessParticipantDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessParticipantDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessParticipantDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessParticipantDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessParticipantDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessParticipantDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessParticipantDto' required: true /v1/Utility/Process/Participants/{key}: get: tags: - Utility/Process summary: Gets the Corporate Action Extension that has the provided key. operationId: ProcessParticipants_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.Process.ProcessParticipantDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessParticipantDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessParticipantDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessParticipantDto' security: - Authorization: [] put: tags: - Utility/Process summary: Gets the Corporate Action Extension that has the provided key. operationId: ProcessParticipants_UpdateEntity 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.DataModel.Utility.Process.ProcessParticipant' application/json: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessParticipant' text/json: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessParticipant' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessParticipant' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessParticipant' application/json: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessParticipant' text/json: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessParticipant' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessParticipant' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessParticipant' required: true delete: tags: - Utility/Process operationId: ProcessParticipants_DeleteEntity parameters: - name: key in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Process participants delete entity x-summary-source: derived /v1/Utility/Process/Tasks: get: tags: - Utility/Process summary: Get all Corporate Action Processes The return is limited to pages of 10000. operationId: ProcessTasks_Get parameters: - name: instanceId in: query description: Optional. required: false schema: type: integer format: int32 - name: definitionId in: query required: false schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessTaskDto' xml: name: ProcessTaskDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessTaskDto' xml: name: ProcessTaskDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessTaskDto' xml: name: ProcessTaskDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessTaskDto' xml: name: ProcessTaskDto wrapped: true type: array security: - Authorization: [] post: tags: - Utility/Process summary: Add new task operationId: ProcessTasks_CreateEntity responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessTaskDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessTaskDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessTaskDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessTaskDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessTaskDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessTaskDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessTaskDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessTaskDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessTaskDto' required: true /v1/Utility/Process/Tasks/{key}: get: tags: - Utility/Process summary: Gets the Corporate Action Extension that has the provided key. operationId: ProcessTasks_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.Process.ProcessTaskDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessTaskDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessTaskDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessTaskDto' security: - Authorization: [] put: tags: - Utility/Process summary: Gets the Corporate Action Extension that has the provided key. operationId: ProcessTasks_UpdateEntity 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.DataModel.Utility.Process.ProcessTask' application/json: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessTask' text/json: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessTask' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessTask' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessTask' application/json: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessTask' text/json: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessTask' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessTask' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessTask' required: true delete: tags: - Utility/Process operationId: ProcessTasks_DeleteEntity parameters: - name: key in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Process tasks delete entity x-summary-source: derived components: schemas: OAS.DataModel.Utility.Process.ProcessEvent: properties: id: type: integer format: int32 elementId: type: integer format: int32 catchEventId: type: integer format: int32 name: type: string position: type: string enum: - Start - Intermediate - End type: type: string enum: - Generic - Message - Timer - Conditional - Signal - Multiple - MultipleParallel - Escalation - Error - Compensation - Link - Cancel - Terminate element: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessElement' catchEvent: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessEvent' throwEvents: items: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessEvent' xml: name: ProcessEvent wrapped: true type: array xml: name: ProcessEvent type: object OAS.DataModel.Security.Server: required: - serverName properties: serverName: type: string maxLength: 30 minLength: 0 reportExecutionCount: type: integer format: int32 xml: name: Server type: object OAS.DataModel.Homepage.HomepageDashboard: required: - name properties: id: type: integer format: int32 firmId: readOnly: true type: integer format: int32 isDefault: type: boolean name: type: string createdBy: readOnly: true type: string createdDate: readOnly: true type: string format: date-time isGlobal: type: boolean parentDashboardId: type: integer format: int32 isPortfolioView: type: boolean userId: type: integer format: int32 cards: items: $ref: '#/components/schemas/OAS.DataModel.Homepage.AssignedDashboardCard' xml: name: AssignedDashboardCard wrapped: true type: array roles: items: $ref: '#/components/schemas/OAS.DataModel.Homepage.RoleSharedDashboard' xml: name: RoleSharedDashboard wrapped: true type: array dashboardType: type: string enum: - Homepage - View - Tool xml: name: HomepageDashboard type: object OAS.DataModel.ComplexTypes.FullPhoneNumber: properties: extension: type: string maxLength: 10 minLength: 0 hasValue: readOnly: true type: boolean number: type: string maxLength: 15 minLength: 0 xml: name: FullPhoneNumber type: object OAS.WebApi.DTO.Security.UserProfileDto: properties: entity: type: string userName: type: string loginUserId: type: string databaseCount: type: integer format: int32 userId: type: integer format: int32 userDetailId: type: integer format: int32 roleId: type: integer format: int32 alClientId: type: integer format: int32 alClientName: type: string alClientGuid: example: 00000000-0000-0000-0000-000000000000 type: string format: uuid alClientLockType: type: integer format: int32 instanceName: readOnly: true type: string userGuid: example: 00000000-0000-0000-0000-000000000000 type: string format: uuid firstName: type: string lastName: type: string email: type: string phoneNumber: type: string twoFactor: type: boolean daysUntilPasswordExpires: type: integer format: int32 rights: additionalProperties: type: boolean type: object entityId: type: integer format: int32 entityName: type: string parentEntityId: type: integer format: int32 parentEntity: 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 masterGroup: type: string advisorNumber: type: string passwordInfo: $ref: '#/components/schemas/OAS.DataModel.Authentication.PasswordInfo' isOps: type: boolean xml: name: UserProfileDto type: object OAS.DataModel.Security.AlClientOps: required: - id - isFullOps - isBilling - isTrading - isStatements - isComposites - auditedDate properties: id: type: integer format: int32 isFullOps: type: boolean isBilling: type: boolean isTrading: type: boolean isStatements: type: boolean isComposites: type: boolean auditedDate: type: string format: date-time auditedByDisplay: type: string xml: name: AlClientOps type: object OAS.DataModel.Security.UserPrivilege: required: - userId - alClientId - userDetailId - roleId - grantedAccess - privilegeId - privilegeType - entity properties: userId: type: integer format: int32 alClientId: type: integer format: int32 userDetailId: type: integer format: int32 roleId: type: integer format: int32 grantedAccess: type: string enum: - None - Read - Edit - Delete privilegeId: type: integer format: int32 privilegeCode: type: string maxLength: 50 minLength: 0 privilegeType: type: string enum: - Unknown - Apps - Records - Actions - Advanced - Applinks - FeatureFlags 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 revokeOnLockdownType: type: string enum: - None - Billing lockDown: type: string enum: - None - Billing xml: name: UserPrivilege type: object OAS.DataModel.Security.PartnerAppUser: required: - partnerAppId - userId - refreshToken - expirationDate - isRevolked properties: partnerAppId: type: integer format: int32 userId: type: integer format: int32 refreshToken: type: string maxLength: 100 minLength: 0 expirationDate: type: string format: date-time isRevolked: type: boolean xml: name: PartnerAppUser type: object OAT.DataModel.ComplexTypes.BasicAuditNotNullNotNull: properties: createdDate: type: string format: date-time createdBy: type: string maxLength: 100 minLength: 0 editedDate: type: string format: date-time editedBy: type: string maxLength: 100 minLength: 0 xml: name: BasicAuditNotNullNotNull type: object OAS.DataModel.Confirm.DownloadFormatSymbolMapping: properties: downloadFormatId: type: integer format: int32 fileSymbol: type: string maxLength: 50 minLength: 0 newSymbol: type: string maxLength: 50 minLength: 0 downloadFormatSubtypeId: type: integer format: int32 auditedDate: type: string format: date-time auditedByDisplay: type: string createdDate: type: string format: date-time createdBy: type: string maxLength: 100 minLength: 0 editedDate: type: string format: date-time editedBy: type: string maxLength: 100 minLength: 0 xml: name: DownloadFormatSymbolMapping type: object OAS.DataModel.Confirm.DownloadFormatTransactionSymbolMapping: properties: id: type: integer format: int32 downloadFormatId: type: integer format: int32 downloadFormatSubtypeId: type: integer format: int32 downloadSymbol: type: string maxLength: 50 minLength: 0 newSymbol: type: string maxLength: 50 minLength: 0 note: type: string maxLength: 1000 minLength: 0 auditedDate: type: string format: date-time auditedByDisplay: type: string createdDate: type: string format: date-time createdBy: type: string maxLength: 100 minLength: 0 editedDate: type: string format: date-time editedBy: type: string maxLength: 100 minLength: 0 xml: name: DownloadFormatTransactionSymbolMapping type: object OAS.DataModel.Confirm.DownloadFormatSubType: properties: id: type: integer format: int32 name: type: string downloadFormatId: type: integer format: int32 downloadFormatConfigJSON: type: string costBasisType: type: string enum: - None - Unrealized - Realized - Both xml: name: DownloadFormatSubType type: object OAS.DataModel.Utility.Process.ProcessAssignment: required: - id - participantId - instanceId - userId - isOwner - auditedDate properties: id: type: integer format: int32 participantId: type: integer format: int32 instanceId: type: integer format: int32 userId: type: integer format: int32 isOwner: type: boolean auditedDate: type: string format: date-time auditedByDisplay: type: string user: $ref: '#/components/schemas/OAS.DataModel.Security.User' instance: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessInstance' tasks: items: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessTask' xml: name: ProcessTask wrapped: true type: array xml: name: ProcessAssignment type: object OAS.WebApi.DTO.Utility.Process.ProcessActivityDto: properties: id: type: integer format: int32 xml: name: ProcessActivityDto type: object OAS.DataModel.Reporting.Envision.ReportTheme: required: - themeData - id - guid - name - description properties: themeData: type: string format: byte customData: type: string format: byte optionsData: type: string format: byte category: type: string maxLength: 100 minLength: 0 defaults: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.Envision.AlClientDefaultReportTheme' xml: name: AlClientDefaultReportTheme wrapped: true type: array id: type: integer format: int32 auditedByDisplay: type: string auditedBy: type: string format: byte auditedDate: type: string format: date-time guid: example: 00000000-0000-0000-0000-000000000000 type: string format: uuid name: type: string maxLength: 200 minLength: 0 description: type: string isDeleted: type: boolean rules: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.Envision.ReportAccessRule' xml: name: ReportAccessRule wrapped: true type: array info: $ref: '#/components/schemas/OAS.DataModel.Reporting.Envision.ReportInfo' xml: name: ReportTheme type: object OAS.DataModel.Reporting.Envision.AlClientDefaultCoverPage: required: - alClientId - paperOrientation - reportId properties: alClientId: type: integer format: int32 paperOrientation: type: string enum: - Portrait - Landscape reportId: type: integer format: int32 coverPage: $ref: '#/components/schemas/OAS.DataModel.Reporting.Envision.ReportCoverPage' xml: name: AlClientDefaultCoverPage type: object OAS.DataModel.Security.User: required: - id - activeDate - isActive - isVpnUser - encryptionType - passwordRequirement - twoFactor - isSecureExchangeRecipient properties: id: type: integer format: int32 alClientId: type: integer format: int32 userName: type: string maxLength: 100 minLength: 0 loginUserId: type: string maxLength: 200 minLength: 0 password: type: string maxLength: 200 minLength: 0 entityEnum: type: integer format: int32 activeDate: type: string format: date-time inactiveDate: type: string format: date-time isActive: type: boolean userKey: type: integer format: int32 groupId: type: integer format: int32 isReset: type: boolean lastPasswordChange: type: string format: date-time securityQuestion: type: string maxLength: 100 minLength: 0 securityAnswer: type: string maxLength: 50 minLength: 0 createdBy: type: string maxLength: 150 minLength: 0 createdDate: type: string format: date-time editedBy: type: string maxLength: 150 minLength: 0 editedDate: type: string format: date-time isEncrypted: type: boolean isActiveDirectory: type: boolean userGuid: example: 00000000-0000-0000-0000-000000000000 type: string format: uuid personalId: type: integer format: int32 adUserId: type: string maxLength: 50 minLength: 0 isVpnUser: type: boolean domain: type: string maxLength: 50 minLength: 0 encryptionType: type: integer format: int32 salt: type: string maxLength: 255 minLength: 0 passwordRequirement: type: integer format: int32 twoFactor: type: boolean isSecureExchangeRecipient: type: boolean partnerAppId: type: integer format: int32 contactType: type: string enum: - NotApproved - Approved - MainContact - NoLongerWithFirm details: items: $ref: '#/components/schemas/OAS.DataModel.Security.UserDetail' xml: name: UserDetail wrapped: true type: array personal: $ref: '#/components/schemas/OAS.DataModel.Portfolio.PersonalGlobal' appLinkDetails: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.AppLinkDetail' xml: name: AppLinkDetail wrapped: true type: array userForgotPasswords: items: $ref: '#/components/schemas/OAS.DataModel.Security.UserForgotPassword' xml: name: UserForgotPassword wrapped: true type: array userLogins: items: $ref: '#/components/schemas/OAS.DataModel.Security.UserLogin' xml: name: UserLogin wrapped: true type: array serviceTeamMembers: items: $ref: '#/components/schemas/OAS.DataModel.Security.ServiceTeamMember' xml: name: ServiceTeamMember wrapped: true type: array confirmGroups: items: $ref: '#/components/schemas/OAS.DataModel.Confirm.ConfirmGroup' xml: name: ConfirmGroup wrapped: true type: array refreshTokens: items: $ref: '#/components/schemas/OAS.DataModel.Security.PartnerAppUser' xml: name: PartnerAppUser wrapped: true type: array fingerprints: items: $ref: '#/components/schemas/OAS.DataModel.Security.UserFingerprint' xml: name: UserFingerprint wrapped: true type: array privileges: items: $ref: '#/components/schemas/OAS.DataModel.Security.UserPrivilege' xml: name: UserPrivilege wrapped: true type: array ipRanges: items: $ref: '#/components/schemas/OAS.DataModel.Security.AlClientIpRange' xml: name: AlClientIpRange wrapped: true type: array lastLogin: $ref: '#/components/schemas/OAS.DataModel.Security.UserLastLogin' xml: name: User type: object OAT.DataModel.ComplexTypes.BasicAuditNullNull: properties: createdDate: type: string format: date-time createdBy: type: string maxLength: 100 minLength: 0 editedDate: type: string format: date-time editedBy: type: string maxLength: 100 minLength: 0 xml: name: BasicAuditNullNull type: object OAS.DataModel.Security.PrivilegeHistory: required: - id - privilegeId - privilegeCategory - name - code - type - accessType - changeType properties: id: type: integer format: int32 privilegeId: type: integer format: int32 privilegeCategory: type: integer format: int32 name: type: string maxLength: 255 minLength: 0 code: type: string maxLength: 50 minLength: 0 description: type: string maxLength: 255 minLength: 0 type: type: integer format: int32 accessType: type: string enum: - None - Read - Edit - Delete auditedBy: type: string format: byte auditedDate: type: string format: date-time auditedByDisplayName: type: string isIncludedByDefault: type: boolean revokeOnLockdownType: type: string enum: - None - Billing dbLimitationAdminOverride: type: boolean firmTypes: type: string enum: - None - Foundations - Essentials - Advantage - OrionTradingOnly - OrionRiskOnly - OrionComplianceOnly - OrionPlanningOnly - OasLegacy changeType: type: string maxLength: 1 minLength: 0 privilegeAllowEntityHistory: $ref: '#/components/schemas/OAS.DataModel.Security.PrivilegeAllowEntityHistory' xml: name: PrivilegeHistory type: object OAS.DataModel.Confirm.DownloadFormatUniqueSymbolMapping: properties: uniqueSymbol: type: string downloadFormatId: type: integer format: int32 downloadFormatSubtypeId: type: integer format: int32 auditedDate: type: string format: date-time auditedByDisplay: type: string createdDate: type: string format: date-time createdBy: type: string maxLength: 100 minLength: 0 editedDate: type: string format: date-time editedBy: type: string maxLength: 100 minLength: 0 xml: name: DownloadFormatUniqueSymbolMapping type: object OAS.DataModel.Utility.Process.ProcessParticipant: required: - id - name - auditedDate properties: id: type: integer format: int32 name: type: string maxLength: 100 minLength: 0 auditedDate: type: string format: date-time auditedByDisplay: type: string rules: items: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessParticipantRule' xml: name: ProcessParticipantRule wrapped: true type: array elements: items: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessElement' xml: name: ProcessElement wrapped: true type: array xml: name: ProcessParticipant type: object OAS.WebApi.DTO.Utility.Process.ProcessDefinitionDetailDto: properties: participants: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessParticipantDto' xml: name: ProcessParticipantDto wrapped: true type: array elements: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessElementDto' xml: name: ProcessElementDto wrapped: true type: array events: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessEventDto' xml: name: ProcessEventDto wrapped: true type: array id: type: integer format: int32 rootElementId: type: integer format: int32 name: type: string urlName: type: string description: type: string processName: type: string taskName: type: string canUnassignTask: type: boolean canReassignTask: type: boolean allowTaskCategories: type: boolean allowDeptCategories: type: boolean allowTaskStatuses: type: boolean allowAssignTasks: type: boolean allowMultipleTasks: type: boolean allowMultipleTaskAssignments: type: boolean emailOwnerOnChange: type: boolean dontEmailIfOwnerIsAssigned: type: boolean autoAssignUsers: type: boolean auditedDate: type: string format: date-time auditedByDisplay: type: string xml: name: ProcessDefinitionDetailDto type: object OAS.WebApi.DTO.Utility.Process.ProcessElementDto: properties: id: type: integer format: int32 parentId: type: integer format: int32 name: type: string type: type: string enum: - Process - Event - Activity participantId: type: integer format: int32 activityId: type: integer format: int32 eventId: type: integer format: int32 descendantIds: items: type: integer format: int32 type: array eventIds: items: type: integer format: int32 type: array xml: name: ProcessElementDto type: object OAS.DataModel.Reporting.Envision.ReportInfo: properties: reportId: type: integer format: int32 guid: example: 00000000-0000-0000-0000-000000000000 type: string format: uuid createdBy: type: string format: byte createdByDisplay: type: string createdDate: type: string format: date-time deletedBy: type: string format: byte deletedByDisplay: type: string deletedDate: type: string format: date-time xml: name: ReportInfo type: object OAS.DataModel.Reporting.Envision.AlClientDefaultReportTheme: required: - alClientId - reportId properties: alClientId: type: integer format: int32 reportId: type: integer format: int32 reportTheme: $ref: '#/components/schemas/OAS.DataModel.Reporting.Envision.ReportTheme' xml: name: AlClientDefaultReportTheme type: object OAS.DataModel.Security.UserFingerprint: required: - id - userId - fingerprint - expirationDate - issuedDate properties: id: type: integer format: int32 userId: type: integer format: int32 fingerprint: type: string maxLength: 255 minLength: 0 expirationDate: type: string format: date-time issuedDate: type: string format: date-time xml: name: UserFingerprint type: object OAS.DataModel.Security.AlClientIpRange: required: - id - alClientId - loginEntityId - startAddress - endAddress - isBlacklist properties: id: type: integer format: int32 alClientId: type: integer format: int32 userId: type: integer format: int32 loginEntityId: type: string enum: - BrokerDealer - Wholesaler - Representative - Client - RIA - Administrator - SubAdvisor - ThirdPartyAdministrator - Custodian - PlanSponsor - ThirdParty - ServiceAccount - Participant - RepAccountManager - Payee - RIATable - Cotenant description: type: string maxLength: 255 minLength: 0 startAddress: type: string maxLength: 15 minLength: 0 endAddress: type: string maxLength: 15 minLength: 0 isBlacklist: type: boolean auditedDate: type: string format: date-time auditedByDisplay: type: string xml: name: AlClientIpRange type: object OAS.DataModel.Utility.Process.ProcessField: required: - id - templateId - fieldType - isRequired - label - description - auditedDate properties: id: type: integer format: int32 templateId: type: integer format: int32 elementId: type: integer format: int32 fieldType: type: string enum: - Text - TextArea - Date - DateTime - RadioList - CheckList - SelectList - Number - Email - Entity dataType: type: integer format: int32 isRequired: type: boolean label: type: string maxLength: 100 minLength: 0 description: type: string maxLength: 2500 minLength: 0 options: type: string maxLength: 1000 minLength: 0 auditedDate: type: string format: date-time auditedByDisplay: type: string xml: name: ProcessField type: object OAS.DataModel.Reporting.Scrubs.ScrubGroupName: required: - id - groupName properties: id: type: integer format: int32 groupName: type: string maxLength: 50 minLength: 0 scrubs: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.Scrub' xml: name: Scrub wrapped: true type: array xml: name: ScrubGroupName type: object OAS.DataModel.Utility.Process.ProcessActivity: required: - id - type - name properties: id: type: integer format: int32 type: type: string enum: - AbstractTask - ServiceTask - SendTask - ReceiveTask - UserTask - ManualTask - BusinessRuleTask - ScriptTask - SubProcess - AdhocSubProcess - Transaction - EventSubProcess - AbstractCallActivity - UserCallActivity - ManualCallActivity - BusinessRuleActivity - ScriptCallActivity name: type: string maxLength: 100 minLength: 0 description: type: string maxLength: 2500 minLength: 0 xml: name: ProcessActivity type: object OAS.WebApi.DTO.Utility.Process.ProcessParticipantRuleDto: properties: id: type: integer format: int32 type: type: string enum: - Role - Privilege - User - AlClient priority: type: integer format: int32 alClientId: type: integer format: int32 roleId: type: integer format: int32 userId: type: integer format: int32 privilegeId: type: integer format: int32 xml: name: ProcessParticipantRuleDto type: object OAS.DataModel.Utility.Process.ProcessTask: required: - id - processActivityId - instanceId - assignmentId - startDate - auditedDate properties: id: type: integer format: int32 processActivityId: type: integer format: int32 instanceId: type: integer format: int32 assignmentId: type: integer format: int32 startDate: type: string format: date-time targetDate: type: string format: date-time dueDate: type: string format: date-time completeDate: type: string format: date-time auditedDate: type: string format: date-time auditedByDisplay: type: string elementActivity: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessElementActivity' instance: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessInstance' assignee: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessAssignment' xml: name: ProcessTask type: object OAS.DataModel.Security.UserDetailIntegration: required: - id - userDetailId - integrationType - integrationInfo properties: id: type: integer format: int32 userDetailId: type: integer format: int32 integrationType: type: string enum: - Undefined - Salesforce - Orion - OrionWeb - Redtail - Junxure - WebApi - eMoney - inStream - trxRebalance - RiskAlyze - AssetLock integrationInfo: type: string maxLength: 1000 minLength: 0 xml: name: UserDetailIntegration type: object OAS.DataModel.Utility.Process.ProcessElementActivity: required: - elementId properties: elementId: type: integer format: int32 activityId: type: integer format: int32 activity: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessActivity' xml: name: ProcessElementActivity type: object OAS.DataModel.Security.Role: required: - id - name - loginEntityId properties: id: type: integer format: int32 alClientId: type: integer format: int32 name: type: string maxLength: 255 minLength: 0 loginEntityId: type: string enum: - BrokerDealer - Wholesaler - Representative - Client - RIA - Administrator - SubAdvisor - ThirdPartyAdministrator - Custodian - PlanSponsor - ThirdParty - ServiceAccount - Participant - RepAccountManager - Payee - RIATable - Cotenant tokenLife: type: number format: double defaultDashboardId: type: integer format: int32 defaultPVDashboardId: type: integer format: int32 privilegeRoles: items: $ref: '#/components/schemas/OAS.DataModel.Security.PrivilegeRole' xml: name: PrivilegeRole wrapped: true type: array loginEntity: $ref: '#/components/schemas/OAS.DataModel.Security.LoginEntity' alClient: $ref: '#/components/schemas/OAS.DataModel.Security.AlClient' profiles: items: $ref: '#/components/schemas/OAS.DataModel.Security.UserDetail' xml: name: UserDetail wrapped: true type: array sharedDashboards: items: $ref: '#/components/schemas/OAS.DataModel.Homepage.RoleSharedDashboard' xml: name: RoleSharedDashboard wrapped: true type: array defaultDashboard: $ref: '#/components/schemas/OAS.DataModel.Homepage.RoleSharedDashboard' defaultPVDashboard: $ref: '#/components/schemas/OAS.DataModel.Homepage.RoleSharedDashboard' xml: name: Role type: object OAS.DataModel.Security.UserDetail: required: - id - userId - alClientId - loginEntityId - isUserDefault - createdBy - createdDate - editedBy - editedDate properties: id: type: integer format: int32 userId: type: integer format: int32 alClientId: type: integer format: int32 roleId: type: integer format: int32 loginEntityId: type: string enum: - BrokerDealer - Wholesaler - Representative - Client - RIA - Administrator - SubAdvisor - ThirdPartyAdministrator - Custodian - PlanSponsor - ThirdParty - ServiceAccount - Participant - RepAccountManager - Payee - RIATable - Cotenant userKey: type: integer format: int32 isUserDefault: type: boolean createdBy: type: string maxLength: 50 minLength: 0 createdDate: type: string format: date-time editedBy: type: string maxLength: 50 minLength: 0 editedDate: type: string format: date-time user: $ref: '#/components/schemas/OAS.DataModel.Security.User' loginEntity: $ref: '#/components/schemas/OAS.DataModel.Security.LoginEntity' alClient: $ref: '#/components/schemas/OAS.DataModel.Security.AlClient' userDetailIntegration: items: $ref: '#/components/schemas/OAS.DataModel.Security.UserDetailIntegration' xml: name: UserDetailIntegration wrapped: true type: array accessibleBy: items: $ref: '#/components/schemas/OAS.DataModel.Security.UserDetailAccess' xml: name: UserDetailAccess wrapped: true type: array accessibleProfiles: items: $ref: '#/components/schemas/OAS.DataModel.Security.UserDetailAccess' xml: name: UserDetailAccess wrapped: true type: array role: $ref: '#/components/schemas/OAS.DataModel.Security.Role' privileges: items: $ref: '#/components/schemas/OAS.DataModel.Security.UserPrivilege' xml: name: UserPrivilege wrapped: true type: array xml: name: UserDetail type: object OAS.DataModel.Reporting.Envision.ReportAccessRule: required: - reportId - id properties: reportId: type: integer format: int32 id: type: integer format: int32 auditedByDisplay: type: string auditedDate: type: string format: date-time xml: name: ReportAccessRule type: object OAS.WebApi.DTO.Utility.Process.ProcessDefinitionDto: properties: id: type: integer format: int32 rootElementId: type: integer format: int32 name: type: string urlName: type: string description: type: string processName: type: string taskName: type: string canUnassignTask: type: boolean canReassignTask: type: boolean allowTaskCategories: type: boolean allowDeptCategories: type: boolean allowTaskStatuses: type: boolean allowAssignTasks: type: boolean allowMultipleTasks: type: boolean allowMultipleTaskAssignments: type: boolean emailOwnerOnChange: type: boolean dontEmailIfOwnerIsAssigned: type: boolean autoAssignUsers: type: boolean auditedDate: type: string format: date-time auditedByDisplay: type: string xml: name: ProcessDefinitionDto type: object OAS.DataModel.Security.PrivilegeRole: required: - accessType - privilegeId - roleId properties: accessType: type: string enum: - None - Read - Edit - Delete privilege: $ref: '#/components/schemas/OAS.DataModel.Security.Privilege' role: $ref: '#/components/schemas/OAS.DataModel.Security.Role' privilegeId: type: integer format: int32 roleId: type: integer format: int32 xml: name: PrivilegeRole type: object OAS.DataModel.Security.UserLastLogin: required: - userId properties: userId: type: integer format: int32 lastLogin: type: string format: date-time xml: name: UserLastLogin type: object OAS.DataModel.Homepage.ComponentDataSource: properties: id: readOnly: true type: integer format: int32 firmId: type: integer format: int32 text: type: string description: type: string privilegeId: type: integer format: int32 connector: type: string enum: - DB - RestApi - DirectRestApi - Eclipse - RB3 - AWSPOC type: type: string enum: - External - Internal configurationCompressedJson: type: string format: byte privilege: $ref: '#/components/schemas/OAS.DataModel.Security.Privilege' xml: name: ComponentDataSource type: object OAS.DataModel.Security.PrivilegeAllowEntityHistory: required: - id - privilegeHistory - loginEntityHistory - accessType - changeType properties: id: type: integer format: int32 privilegeHistory: type: integer format: int32 loginEntityHistory: type: string enum: - BrokerDealer - Wholesaler - Representative - Client - RIA - Administrator - SubAdvisor - ThirdPartyAdministrator - Custodian - PlanSponsor - ThirdParty - ServiceAccount - Participant - RepAccountManager - Payee - RIATable - Cotenant accessType: type: string enum: - None - Read - Edit - Delete auditedBy: type: string format: byte auditedDate: type: string format: date-time auditedByDisplayName: type: string changeType: type: string maxLength: 1 minLength: 0 xml: name: PrivilegeAllowEntityHistory type: object OAS.DataModel.Security.PrivilegeCategory: required: - id - category properties: id: type: integer format: int32 category: type: string maxLength: 255 minLength: 0 xml: name: PrivilegeCategory type: object OAS.DataModel.Security.LoginEntity: required: - id - entity - entityDesc - createdBy - createdDate - editedBy - editedDate - isTableBased properties: id: type: string enum: - BrokerDealer - Wholesaler - Representative - Client - RIA - Administrator - SubAdvisor - ThirdPartyAdministrator - Custodian - PlanSponsor - ThirdParty - ServiceAccount - Participant - RepAccountManager - Payee - RIATable - Cotenant 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 entityDesc: type: string maxLength: 50 minLength: 0 createdBy: type: string maxLength: 50 minLength: 0 createdDate: type: string format: date-time editedBy: type: string maxLength: 50 minLength: 0 editedDate: type: string format: date-time isTableBased: type: boolean extension: $ref: '#/components/schemas/OAS.DataModel.Security.LoginEntityParent' xml: name: LoginEntity type: object OAS.DataModel.Reporting.Custom.CustomReportScheduleResult: required: - id - customReportScheduleId - resultData - createdBy - createdDate - editedBy - editedDate properties: id: type: integer format: int32 customReportScheduleId: type: integer format: int32 resultData: type: string format: byte createdBy: type: string maxLength: 50 minLength: 0 createdDate: type: string format: date-time editedBy: type: string maxLength: 50 minLength: 0 editedDate: type: string format: date-time fileFormat: type: string enum: - Csv - Xls - Xlsx - Psv fileNameOnRun: type: string schedule: $ref: '#/components/schemas/OAS.DataModel.Reporting.Custom.CustomReportSchedule' xml: name: CustomReportScheduleResult type: object OAS.DataModel.ComplexTypes.Address: properties: line1: type: string maxLength: 255 minLength: 0 line2: type: string maxLength: 255 minLength: 0 line3: type: string maxLength: 255 minLength: 0 city: type: string maxLength: 30 minLength: 0 state: type: string maxLength: 2 minLength: 0 zip: type: string maxLength: 10 minLength: 0 xml: name: Address type: object OAS.DataModel.Portfolio.PersonalGlobal: required: - id - lastName - entityName - entity - isUSResident properties: id: type: integer format: int32 firstName: type: string maxLength: 30 minLength: 0 lastName: type: string maxLength: 255 minLength: 0 entityName: type: string maxLength: 255 minLength: 0 address: $ref: '#/components/schemas/OAS.DataModel.ComplexTypes.Address' homePhone: $ref: '#/components/schemas/OAS.DataModel.ComplexTypes.FullPhoneNumber' businessPhone: $ref: '#/components/schemas/OAS.DataModel.ComplexTypes.FullPhoneNumber' mobilePhone: $ref: '#/components/schemas/OAS.DataModel.ComplexTypes.PhoneNumber' fax: $ref: '#/components/schemas/OAS.DataModel.ComplexTypes.FullPhoneNumber' otherPhone: $ref: '#/components/schemas/OAS.DataModel.ComplexTypes.FullPhoneNumber' pager: $ref: '#/components/schemas/OAS.DataModel.ComplexTypes.FullPhoneNumber' email: type: string maxLength: 200 minLength: 0 webAddress: type: string maxLength: 255 minLength: 0 salutation: type: string maxLength: 50 minLength: 0 ssN_TaxID: type: string maxLength: 15 minLength: 0 deceasedSSN_TaxID: type: string maxLength: 15 minLength: 0 dob: type: string maxLength: 20 minLength: 0 birthDate: readOnly: true type: string format: date-time isSmoker: type: boolean gender: type: string maxLength: 1 minLength: 0 marital: type: string maxLength: 50 minLength: 0 prefix: type: string maxLength: 50 minLength: 0 suffix: type: string maxLength: 50 minLength: 0 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 audit: $ref: '#/components/schemas/OAT.DataModel.ComplexTypes.BasicAuditNullNull' personalDesc: type: string maxLength: 50 minLength: 0 isActive: type: boolean jobTitle: type: string maxLength: 200 minLength: 0 isBlockedPersonOverride: type: boolean isUSCitizen: type: boolean company: type: string maxLength: 255 minLength: 0 twitterUsername: type: string maxLength: 50 minLength: 0 facebookUrl: type: string maxLength: 8000 minLength: 0 blobPhotoId: type: integer format: int32 reportName: type: string maxLength: 255 minLength: 0 isUSResident: type: boolean country: type: string maxLength: 150 minLength: 0 isMobileVerified: type: boolean xml: name: PersonalGlobal type: object OAS.DataModel.Confirm.DownloadFormatNoteMapping: required: - id properties: id: type: integer format: int32 downloadFormatId: type: integer format: int32 downloadFormatSubtypeId: type: integer format: int32 fileTranCode: type: string maxLength: 50 minLength: 0 searchFor: type: string maxLength: 50 minLength: 0 translateTo: type: string maxLength: 50 minLength: 0 auditedDate: type: string format: date-time auditedByDisplay: type: string createdDate: type: string format: date-time createdBy: type: string maxLength: 100 minLength: 0 editedDate: type: string format: date-time editedBy: type: string maxLength: 100 minLength: 0 xml: name: DownloadFormatNoteMapping type: object OAS.DataModel.Homepage.AssignedDashboardCard: properties: id: type: integer format: int32 cardId: type: integer format: int32 dashboardId: type: integer format: int32 position: type: integer format: int32 name: type: string size: type: integer format: int32 cardSettingCompressedJson: type: string format: byte card: $ref: '#/components/schemas/OAS.DataModel.Homepage.Card' xml: name: AssignedDashboardCard type: object OAS.DataModel.Security.UserDetailAccess: required: - userDetailId - accessibleUserDetailId - alClientId properties: userDetailId: type: integer format: int32 accessibleUserDetailId: type: integer format: int32 alClientId: type: integer format: int32 userDetail: $ref: '#/components/schemas/OAS.DataModel.Security.UserDetail' xml: name: UserDetailAccess type: object OAS.WebApi.DTO.Utility.Process.ProcessTaskDto: properties: id: type: integer format: int32 processActivityId: type: integer format: int32 instanceId: type: integer format: int32 assignmentId: type: integer format: int32 assignedUserId: type: integer format: int32 startDate: type: string format: date-time targetDate: type: string format: date-time dueDate: type: string format: date-time completeDate: type: string format: date-time auditedDate: type: string format: date-time auditedByDisplay: type: string assignee: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessAssignmentDto' name: type: string description: type: string isPrivate: type: boolean isRequired: type: boolean participantId: type: integer format: int32 fields: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessFieldDto' xml: name: ProcessFieldDto wrapped: true type: array xml: name: ProcessTaskDto type: object OAS.DataModel.Security.AlClientExtension: required: - alClientId - entity - passwordExpiration - acctDeactivated - acctDeleted - advisorPerformanceOrder properties: alClientId: 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 passwordExpiration: type: integer format: int32 acctDeactivated: type: integer format: int32 acctDeleted: type: integer format: int32 editedBy: type: string maxLength: 50 minLength: 0 editedDate: type: string format: date-time serviceTeamId: type: integer format: int32 advisorPerformanceOrder: type: integer format: int32 serviceTeamReconId: type: integer format: int32 xml: name: AlClientExtension type: object OAS.DataModel.Reporting.Custom.CustomReport: required: - id - title - reportDescription - category - sqlText - isLandscape - isInternal - guid - reportType - isNoteEnabled - isReadOnly - isQuerySmith properties: id: type: integer format: int32 alClientId: type: integer format: int32 title: type: string maxLength: 100 minLength: 0 reportDescription: type: string maxLength: 1000 minLength: 0 category: type: string maxLength: 50 minLength: 0 sqlText: type: string isLandscape: type: boolean reportClass: type: string maxLength: 50 minLength: 0 isInternal: type: boolean guid: example: 00000000-0000-0000-0000-000000000000 type: string format: uuid promptClass: type: string maxLength: 20 minLength: 0 reportType: type: string enum: - Query - CustomImport - Scrub userOwnerId: 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 createdDate: type: string format: date-time createdBy: type: string maxLength: 50 minLength: 0 editedDate: type: string format: date-time editedBy: type: string maxLength: 50 minLength: 0 isNoteEnabled: type: boolean isReadOnly: type: boolean isQuerySmith: type: boolean prompts: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.Custom.CustomReportPrompt' xml: name: CustomReportPrompt wrapped: true type: array schedules: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.Custom.CustomReportSchedule' xml: name: CustomReportSchedule wrapped: true type: array alClients: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.Custom.CustomReportAlClient' xml: name: CustomReportAlClient wrapped: true type: array confirmGroups: items: $ref: '#/components/schemas/OAS.DataModel.Confirm.ConfirmGroupDataQuery' xml: name: ConfirmGroupDataQuery wrapped: true type: array notes: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.Custom.CustomReportNote' xml: name: CustomReportNote wrapped: true type: array importTypes: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.Custom.CustomReportImport' xml: name: CustomReportImport wrapped: true type: array xml: name: CustomReport type: object OAS.DataModel.Utility.Process.ProcessParticipantRule: required: - id - type - auditedDate properties: id: type: integer format: int32 participantId: type: integer format: int32 priority: type: integer format: int32 alClientId: type: integer format: int32 roleId: type: integer format: int32 userId: type: integer format: int32 privilegeId: type: integer format: int32 type: type: string enum: - Role - Privilege - User - AlClient auditedDate: type: string format: date-time auditedByDisplay: type: string participant: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessParticipant' alClient: $ref: '#/components/schemas/OAS.DataModel.Security.AlClient' role: $ref: '#/components/schemas/OAS.DataModel.Security.Role' user: $ref: '#/components/schemas/OAS.DataModel.Security.User' privilege: $ref: '#/components/schemas/OAS.DataModel.Security.Privilege' xml: name: ProcessParticipantRule type: object OAS.DataModel.Security.PrivilegeAlClient: required: - privilegeId - alClientId properties: privilegeId: type: integer format: int32 alClientId: type: integer format: int32 xml: name: PrivilegeAlClient type: object OAS.DataModel.Utility.Process.ProcessElement: required: - id properties: id: type: integer format: int32 parentId: type: integer format: int32 participantId: type: integer format: int32 type: type: string enum: - Process - Event - Activity parent: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessElement' elements: items: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessElement' xml: name: ProcessElement wrapped: true type: array events: items: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessEvent' xml: name: ProcessEvent wrapped: true type: array elementActivity: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessElementActivity' elementEvent: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessElementEvent' participant: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessParticipant' xml: name: ProcessElement type: object OAS.DataModel.Confirm.DownloadFormat: required: - id - formatName - assemblyName - costBasisType properties: id: type: integer format: int32 formatName: type: string maxLength: 50 minLength: 0 assemblyName: type: string maxLength: 150 minLength: 0 xmlFileName: type: string maxLength: 150 minLength: 0 xmlFile: type: string pricePriority: type: integer format: int32 costBasisType: type: string enum: - None - Unrealized - Realized - Both formatInformation: type: string isNonFileFormat: type: boolean auditedDate: type: string format: date-time auditedByDisplay: type: string isForInform: type: boolean downloadFormatConfigJSON: type: string sourceDefaults: items: $ref: '#/components/schemas/OAS.DataModel.Confirm.DownloadFormatSourceDefault' xml: name: DownloadFormatSourceDefault wrapped: true type: array downloadFormatNoteMapping: items: $ref: '#/components/schemas/OAS.DataModel.Confirm.DownloadFormatNoteMapping' xml: name: DownloadFormatNoteMapping wrapped: true type: array downloadFormatSymbolMappings: items: $ref: '#/components/schemas/OAS.DataModel.Confirm.DownloadFormatSymbolMapping' xml: name: DownloadFormatSymbolMapping wrapped: true type: array downloadFormatUniqueSymbolMappings: items: $ref: '#/components/schemas/OAS.DataModel.Confirm.DownloadFormatUniqueSymbolMapping' xml: name: DownloadFormatUniqueSymbolMapping wrapped: true type: array downloadFormatTransactionSymbolMappings: items: $ref: '#/components/schemas/OAS.DataModel.Confirm.DownloadFormatTransactionSymbolMapping' xml: name: DownloadFormatTransactionSymbolMapping wrapped: true type: array downloadFormatSubTypes: items: $ref: '#/components/schemas/OAS.DataModel.Confirm.DownloadFormatSubType' xml: name: DownloadFormatSubType wrapped: true type: array downloadFormatOffsetCashMappings: items: $ref: '#/components/schemas/OAS.DataModel.Confirm.DownloadFormatOffsetCashMapping' xml: name: DownloadFormatOffsetCashMapping wrapped: true type: array xml: name: DownloadFormat type: object OAS.DataModel.Authentication.PasswordInfo: properties: shouldChange: type: boolean count: type: integer format: int32 xml: name: PasswordInfo type: object OAS.DataModel.Reporting.Envision.ReportCoverPage: required: - coverPageData - additionalOptionsData - id - guid - name - description properties: coverPageData: type: string format: byte additionalOptionsData: type: string format: byte defaults: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.Envision.AlClientDefaultCoverPage' xml: name: AlClientDefaultCoverPage wrapped: true type: array id: type: integer format: int32 auditedByDisplay: type: string auditedBy: type: string format: byte auditedDate: type: string format: date-time guid: example: 00000000-0000-0000-0000-000000000000 type: string format: uuid name: type: string maxLength: 200 minLength: 0 description: type: string isDeleted: type: boolean rules: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.Envision.ReportAccessRule' xml: name: ReportAccessRule wrapped: true type: array info: $ref: '#/components/schemas/OAS.DataModel.Reporting.Envision.ReportInfo' xml: name: ReportCoverPage type: object OAS.DataModel.Homepage.RoleSharedDashboard: properties: id: type: integer format: int32 roleId: type: integer format: int32 homepageDashboardId: type: integer format: int32 role: $ref: '#/components/schemas/OAS.DataModel.Security.Role' dashboard: $ref: '#/components/schemas/OAS.DataModel.Homepage.HomepageDashboard' xml: name: RoleSharedDashboard type: object OAS.DataModel.Reporting.Scrub: required: - id - customRptId - resultOutput - isUpdate - entity - databaseDefault - userDefault properties: id: type: integer format: int32 customRptId: type: integer format: int32 resultOutput: type: integer format: int32 customImportId: type: integer format: int32 isUpdate: type: boolean 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 databaseDefault: type: integer format: int32 userDefault: type: integer format: int32 xml: name: Scrub type: object OAS.DataModel.Reporting.Custom.CustomReportPrompt: required: - id - customReportId - code - prompt - promptType - isPromptUser - sortOrder properties: id: type: integer format: int32 customReportId: type: integer format: int32 code: type: string maxLength: 25 minLength: 0 prompt: type: string maxLength: 50 minLength: 0 promptDescription: type: string maxLength: 255 minLength: 0 promptType: type: string enum: - None - Text - Numeric - Date - Dynamic Group defaultValue: type: string maxLength: 50 minLength: 0 isPromptUser: type: boolean sortOrder: type: integer format: int32 xml: name: CustomReportPrompt type: object OAS.WebApi.DTO.Utility.Process.ProcessFieldDto: properties: id: type: integer format: int32 templateId: type: integer format: int32 sourceId: type: integer format: int32 fieldType: type: string enum: - Text - TextArea - Date - DateTime - RadioList - CheckList - SelectList - Number - Email - Entity dataType: type: integer format: int32 isRequired: type: boolean label: type: string description: type: string options: type: string max: type: integer format: int32 min: type: integer format: int32 entity: type: integer format: int32 auditedDate: type: string format: date-time auditedByDisplay: type: string xml: name: ProcessFieldDto type: object OAS.DataModel.Reporting.Custom.CustomReportAlClient: required: - id - customReportId - alClientId - reportDescription properties: id: type: integer format: int32 customReportId: type: integer format: int32 alClientId: type: integer format: int32 reportDescription: type: string maxLength: 1000 minLength: 0 xml: name: CustomReportAlClient type: object OAS.DataModel.Integrations.AppLink: required: - id - appCode - credentialLevel properties: id: type: integer format: int32 appCode: type: string maxLength: 30 minLength: 0 appDescription: type: string maxLength: 100 minLength: 0 registrationLink: type: string maxLength: 255 minLength: 0 loginLink: type: string maxLength: 255 minLength: 0 loginCredentials: type: string publicRSAKeyValueXml: type: string maxLength: 500 minLength: 0 partnerAppId: type: integer format: int32 credentialLevel: type: integer format: int32 isAggregator: type: boolean details: items: $ref: '#/components/schemas/OAS.DataModel.Integrations.AppLinkDetail' xml: name: AppLinkDetail wrapped: true type: array xml: name: AppLink type: object OAS.DataModel.Utility.Process.ProcessElementEvent: required: - elementId properties: elementId: type: integer format: int32 eventId: type: integer format: int32 event: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessEvent' xml: name: ProcessElementEvent type: object OAS.DataModel.Security.ServiceTeam: required: - id - team properties: id: type: integer format: int32 team: type: string maxLength: 50 minLength: 0 emailAddress: type: string maxLength: 200 minLength: 0 teamType: type: string enum: - ServiceTeam - ReconTeam - ApplicationTeam - AlternateApplicationTeam - RemovedServiceTeam phone: type: string maxLength: 25 minLength: 0 chatUrl: type: string maxLength: 255 minLength: 0 chatSecurityCode: type: string maxLength: 50 minLength: 0 chatRouteIntendedRecipient: type: string members: items: $ref: '#/components/schemas/OAS.DataModel.Security.ServiceTeamMember' xml: name: ServiceTeamMember wrapped: true type: array xml: name: ServiceTeam type: object OAS.DataModel.Security.UserForgotPassword: required: - forgotPasswordId - userId - createdDate - expirationDate properties: forgotPasswordId: example: 00000000-0000-0000-0000-000000000000 type: string format: uuid userId: type: integer format: int32 createdDate: type: string format: date-time expirationDate: type: string format: date-time usedOnDate: type: string format: date-time xml: name: UserForgotPassword type: object OAS.DataModel.Confirm.ConfirmGroup: required: - id - userId - isPrivate - name properties: id: type: integer format: int32 userId: type: integer format: int32 isPrivate: type: boolean name: type: string maxLength: 100 minLength: 0 audit: $ref: '#/components/schemas/OAT.DataModel.ComplexTypes.BasicAuditNotNullNotNull' user: $ref: '#/components/schemas/OAS.DataModel.Security.User' databases: items: $ref: '#/components/schemas/OAS.DataModel.Security.AlClient' xml: name: AlClient wrapped: true type: array recordTypes: items: $ref: '#/components/schemas/OAS.DataModel.Confirm.ConfirmRecordType' xml: name: ConfirmRecordType wrapped: true type: array downloadFormats: items: $ref: '#/components/schemas/OAS.DataModel.Confirm.DownloadFormat' xml: name: DownloadFormat wrapped: true type: array scrubGroups: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.Scrubs.ScrubGroupName' xml: name: ScrubGroupName wrapped: true type: array dataQueries: items: $ref: '#/components/schemas/OAS.DataModel.Confirm.ConfirmGroupDataQuery' xml: name: ConfirmGroupDataQuery wrapped: true type: array xml: name: ConfirmGroup type: object OAS.DataModel.Confirm.DownloadSubFormatSourceScheduleDefault: required: - id - downloadFormatId - downloadFormatSubTypeId - scheduledTime properties: id: type: integer format: int32 downloadFormatId: type: integer format: int32 downloadFormatSubTypeId: type: integer format: int32 scheduledTime: type: string scheduleConfiguration: type: string active: type: boolean xml: name: DownloadSubFormatSourceScheduleDefault type: object OAS.DataModel.Integrations.AppLinkDetail: required: - id - appLinkId properties: id: type: integer format: int32 appLinkId: type: integer format: int32 userId: type: integer format: int32 externalId: type: string externalIdNonEncryptedBackUp: type: string appLink: $ref: '#/components/schemas/OAS.DataModel.Integrations.AppLink' userDetailId: type: integer format: int32 alClientId: type: integer format: int32 clientId: type: integer format: int32 custodianId: type: integer format: int32 level: type: string enum: - System - Firm - User - UserProfile - Client - Custodian - Rep userDetail: $ref: '#/components/schemas/OAS.DataModel.Security.UserDetail' alClient: $ref: '#/components/schemas/OAS.DataModel.Security.AlClient' user: $ref: '#/components/schemas/OAS.DataModel.Security.User' createdDate: type: string format: date-time createdByDisplay: type: string editedDate: type: string format: date-time editedByDisplay: type: string xml: name: AppLinkDetail type: object OAS.DataModel.Confirm.ConfirmRecordType: required: - id - description - sortOrder properties: id: type: integer format: int32 description: type: string maxLength: 50 minLength: 0 sortOrder: type: integer format: int32 xml: name: ConfirmRecordType type: object OAS.DataModel.Reporting.Custom.CustomReportSchedule: required: - id - customReportId - frequency - frequencyInfo - timeOfDay - startDate - isActive - createdBy - createdDate - editedBy - editedDate - userId - entity properties: id: type: integer format: int32 customReportId: type: integer format: int32 alClientId: type: integer format: int32 parameters: type: string frequency: type: string enum: - Daily - Weekly - Monthly - Once frequencyInfo: type: string maxLength: 1000 minLength: 0 timeOfDay: type: string format: date-time startDate: type: string format: date-time endDate: type: string format: date-time notes: type: string maxLength: 1000 minLength: 0 isActive: type: boolean createdBy: type: string maxLength: 50 minLength: 0 createdDate: type: string format: date-time editedBy: type: string maxLength: 50 minLength: 0 editedDate: 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 lastRunDate: type: string format: date-time nextRunDate: type: string format: date-time uploadTargetId: type: integer format: int32 running: type: boolean customReport: $ref: '#/components/schemas/OAS.DataModel.Reporting.Custom.CustomReport' database: $ref: '#/components/schemas/OAS.DataModel.Security.AlClient' user: $ref: '#/components/schemas/OAS.DataModel.Security.User' results: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.Custom.CustomReportScheduleResult' xml: name: CustomReportScheduleResult wrapped: true type: array xml: name: CustomReportSchedule type: object OAS.WebApi.DTO.Utility.Process.ProcessEventDto: properties: id: type: integer format: int32 elementId: type: integer format: int32 name: type: string catchEventId: type: integer format: int32 throwEventIds: items: type: integer format: int32 type: array type: type: string enum: - Generic - Message - Timer - Conditional - Signal - Multiple - MultipleParallel - Escalation - Error - Compensation - Link - Cancel - Terminate position: type: string enum: - Start - Intermediate - End xml: name: ProcessEventDto type: object OAS.DataModel.Security.UserLogin: required: - id - userId - loginDate - failed - failType properties: id: type: integer format: int32 userId: type: integer format: int32 loginDate: type: string format: date-time failed: type: boolean failType: type: string enum: - Success - IncorrectPassword - LockedOut - PasswordEpired - InactiveUser - TwoFactorChallenge clientIp: type: string providedUserId: type: string correlationId: example: 00000000-0000-0000-0000-000000000000 type: string format: uuid compromisedPwd: type: boolean source: type: string enum: - Engage - OrionPlanning - OrionConnect - LegacyClientPortal - LegacyMobileApp - LegacyLoginPage - ApiTester - AuthService - Element - PartnerApp - LoginActivityImportEndpoint - LoginActivityEndpoint - spimUserLoginAdd - Unknown - OrionPlanningWeb - OrionPlanningMobile xml: name: UserLogin type: object OAS.DataModel.Homepage.Component: properties: id: type: integer format: int32 parentComponentId: type: integer format: int32 dataSourceId: type: integer format: int32 title: type: string type: type: string enum: - Text - Header - Footer - Table - Chart - BigNumber - Hr - Grid - ComponentButtonList - ActionSteps - SchwabStatus - RiskProfile - ComponentIFrame - Message - Gauge - ThreeDRiskProfile - BeFi20 - MgpInsurancePolicy - SimpleGroupingTable - MgpPlanSummary - ImageDisplay - QueryStudioResultsGrid settingsCompressedJson: type: string format: byte sort: type: integer format: int32 dataSource: $ref: '#/components/schemas/OAS.DataModel.Homepage.ComponentDataSource' xml: name: Component type: object OAS.DataModel.ComplexTypes.PhoneNumber: properties: number: type: string maxLength: 15 minLength: 0 hasValue: readOnly: true type: boolean xml: name: PhoneNumber type: object OAS.DataModel.Security.PrivilegeAllowEntity: required: - privilegeId - loginEntityId - accessType properties: privilegeId: type: integer format: int32 loginEntityId: type: string enum: - BrokerDealer - Wholesaler - Representative - Client - RIA - Administrator - SubAdvisor - ThirdPartyAdministrator - Custodian - PlanSponsor - ThirdParty - ServiceAccount - Participant - RepAccountManager - Payee - RIATable - Cotenant accessType: type: string enum: - None - Read - Edit - Delete privilege: $ref: '#/components/schemas/OAS.DataModel.Security.Privilege' loginEntity: $ref: '#/components/schemas/OAS.DataModel.Security.LoginEntity' xml: name: PrivilegeAllowEntity type: object OAS.DataModel.Utility.Process.ProcessInstance: required: - id - definitionId - startDate - auditedDate properties: id: type: integer format: int32 definitionId: type: integer format: int32 startDate: type: string format: date-time targetDate: type: string format: date-time dueDate: type: string format: date-time completeDate: type: string format: date-time auditedDate: type: string format: date-time auditedByDisplay: type: string definition: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessDefinition' tasks: items: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessTask' xml: name: ProcessTask wrapped: true type: array assignees: items: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessAssignment' xml: name: ProcessAssignment wrapped: true type: array xml: name: ProcessInstance type: object OAS.DataModel.Security.AlClient: required: - id - clientName - activeDate - isActive - masterGroup - guid properties: id: type: integer format: int32 clientName: type: string maxLength: 50 minLength: 0 databaseName: type: string maxLength: 100 minLength: 0 serverName: type: string maxLength: 30 minLength: 0 activeDate: type: string format: date-time inactiveDate: type: string format: date-time isActive: type: boolean masterGroup: type: string maxLength: 100 minLength: 0 isDemo: type: boolean guid: example: 00000000-0000-0000-0000-000000000000 type: string format: uuid serviceTeamId: type: integer format: int32 chatRouteId: example: 00000000-0000-0000-0000-000000000000 type: string format: uuid lockDown: type: string enum: - None - Billing advisorNumber: type: integer format: int32 accessGroup: type: string enum: - TCS firmType: type: string enum: - None - Foundations - Essentials - Advantage - OrionTradingOnly - OrionRiskOnly - OrionComplianceOnly - OrionPlanningOnly - OasLegacy isCloudStreamingEnabled: type: boolean includeInRollup: type: boolean extensions: items: $ref: '#/components/schemas/OAS.DataModel.Security.AlClientExtension' xml: name: AlClientExtension wrapped: true type: array serviceTeam: $ref: '#/components/schemas/OAS.DataModel.Security.ServiceTeam' userDetails: items: $ref: '#/components/schemas/OAS.DataModel.Security.UserDetail' xml: name: UserDetail wrapped: true type: array server: $ref: '#/components/schemas/OAS.DataModel.Security.Server' ipRanges: items: $ref: '#/components/schemas/OAS.DataModel.Security.AlClientIpRange' xml: name: AlClientIpRange wrapped: true type: array defaultReportTheme: $ref: '#/components/schemas/OAS.DataModel.Reporting.Envision.AlClientDefaultReportTheme' defaultCoverPages: items: $ref: '#/components/schemas/OAS.DataModel.Reporting.Envision.AlClientDefaultCoverPage' xml: name: AlClientDefaultCoverPage wrapped: true type: array ops: $ref: '#/components/schemas/OAS.DataModel.Security.AlClientOps' xml: name: AlClient type: object OAS.DataModel.Security.Privilege: required: - id - categoryId - name - code - isIncludedByDefault - revokeOnLockdownType - dbLimitationAdminOverride - firmTypes properties: id: type: integer format: int32 categoryId: type: integer format: int32 name: type: string maxLength: 255 minLength: 0 code: type: string maxLength: 50 minLength: 0 description: type: string maxLength: 255 minLength: 0 type: type: string enum: - Unknown - Apps - Records - Actions - Advanced - Applinks - FeatureFlags accessType: type: string enum: - None - Read - Edit - Delete isIncludedByDefault: type: boolean revokeOnLockdownType: type: string enum: - None - Billing dbLimitationAdminOverride: type: boolean firmTypes: type: string enum: - None - Foundations - Essentials - Advantage - OrionTradingOnly - OrionRiskOnly - OrionComplianceOnly - OrionPlanningOnly - OasLegacy allowedEntities: items: $ref: '#/components/schemas/OAS.DataModel.Security.PrivilegeAllowEntity' xml: name: PrivilegeAllowEntity wrapped: true type: array category: $ref: '#/components/schemas/OAS.DataModel.Security.PrivilegeCategory' privilegeRoles: items: $ref: '#/components/schemas/OAS.DataModel.Security.PrivilegeRole' xml: name: PrivilegeRole wrapped: true type: array privilegeHistory: items: $ref: '#/components/schemas/OAS.DataModel.Security.PrivilegeHistory' xml: name: PrivilegeHistory wrapped: true type: array privilegeAlClients: items: $ref: '#/components/schemas/OAS.DataModel.Security.PrivilegeAlClient' xml: name: PrivilegeAlClient wrapped: true type: array firmTypeExceptions: items: $ref: '#/components/schemas/OAS.DataModel.Security.PrivilegeFirmTypeException' xml: name: PrivilegeFirmTypeException wrapped: true type: array privilegeAllowEntityHistory: items: $ref: '#/components/schemas/OAS.DataModel.Security.PrivilegeAllowEntityHistory' xml: name: PrivilegeAllowEntityHistory wrapped: true type: array xml: name: Privilege type: object OAS.DataModel.Confirm.DownloadFormatSourceDefault: required: - downloadFormatId - downloadDescription - transmitMethod - newAccounts - registrationBaseNumber - positionOnlyReconcile - isDividendTransactionCombination properties: downloadFormatId: type: integer format: int32 downloadDescription: type: string maxLength: 50 minLength: 0 custodianCommonCode: type: string maxLength: 10 minLength: 0 transmitMethod: type: string enum: - Empty - None - FTP - DSTHTTP - Network - SFTP - FTPS - HTTPS - S3 url: type: string maxLength: 255 minLength: 0 filePattern: type: string maxLength: 1000 minLength: 0 patternMatchType: type: string enum: - Included - Excluded transPercTolerance: type: number format: double transDaysTolerance: type: integer format: int32 cashCusip: type: string deleteSourceFile: type: boolean allowPriceImport: type: boolean allowNameImport: type: boolean allowPositionImport: type: boolean allowTransactionImport: type: boolean allowSecurityImport: type: boolean allowCorpActionImport: type: boolean allowDivImport: type: boolean allowBeneficiaryImport: type: boolean allowSystematicImport: type: boolean allowRMDImport: type: boolean allowBankingImport: type: boolean allowTranDetailImport: type: boolean allowGenericImport: type: boolean allowCostBasisImport: type: boolean note: type: string maxLength: 1000 minLength: 0 altFilePattern: type: string maxLength: 1000 minLength: 0 editedDate: type: string format: date-time editedBy: type: string maxLength: 50 minLength: 0 createdDate: type: string format: date-time createdBy: type: string maxLength: 50 minLength: 0 allowSecondaryAcctCodeMatch: type: boolean allowAcctCodeMatch: type: boolean isActive: type: boolean isAutoHouseholding: type: boolean isAcctCreation: type: boolean ignoreRepVerify: type: boolean allowPriceZero: type: boolean reconTargetTime: type: string format: date-time comparePositionValue: type: boolean serviceTeamReconId: type: integer format: int32 serviceTeamMemberId: type: integer format: int32 runAssetValueComparison: type: boolean useReversal: type: boolean alwaysCreateNewRegistration: type: boolean newAccounts: type: string enum: - Default - DoNotCreate - Create - AutoExclude isUnVerifiedSells: type: boolean allowAcctCodeMatchWOZero: type: boolean isSourceExclusionCB: type: boolean isSourceExclusionTran: type: boolean noOrionPriceCopy: type: boolean namePercentMatch: type: number format: double positionPercentMatch: type: number format: double transactionPercentMatch: type: number format: double registrationBaseNumber: type: integer format: int32 newAccountCenterSuppression: type: boolean positionOnlyReconcile: type: string enum: - 'No' - 'Yes' - EnabledAccountsOnly - AIP - EnabledAccountsOnlyAIP - EnabledAccountsOnlyHAA - HAA dailyAccrualTolerance: type: number format: double isFixSmallBalance: type: boolean isDividendTransactionCombination: type: boolean downloadSourceOptionJSON: type: string autoCreateStartingValues: type: boolean archiveFiles: type: boolean sftpKey: type: string format: byte underReview: type: boolean isOrionEnterpriseEnabled: type: boolean allowDuplicateAssets: type: boolean allowProperName: type: boolean removeSettleDateTrades: type: boolean principalAndIncome: type: boolean createTransactionInPendingStatus: type: boolean downloadFormatSubTypeId: type: integer format: int32 transmitUserId_e: type: string format: byte transmitPassword_e: type: string format: byte zipPassword_e: type: string format: byte downloadSubFormatSourceScheduleDefaults: items: $ref: '#/components/schemas/OAS.DataModel.Confirm.DownloadSubFormatSourceScheduleDefault' xml: name: DownloadSubFormatSourceScheduleDefault wrapped: true type: array xml: name: DownloadFormatSourceDefault type: object OAS.DataModel.Security.LoginEntityParent: required: - loginEntityId - parentLoginEntityId properties: loginEntityId: type: string enum: - BrokerDealer - Wholesaler - Representative - Client - RIA - Administrator - SubAdvisor - ThirdPartyAdministrator - Custodian - PlanSponsor - ThirdParty - ServiceAccount - Participant - RepAccountManager - Payee - RIATable - Cotenant parentLoginEntityId: type: string enum: - BrokerDealer - Wholesaler - Representative - Client - RIA - Administrator - SubAdvisor - ThirdPartyAdministrator - Custodian - PlanSponsor - ThirdParty - ServiceAccount - Participant - RepAccountManager - Payee - RIATable - Cotenant parentLoginEntity: $ref: '#/components/schemas/OAS.DataModel.Security.LoginEntity' xml: name: LoginEntityParent type: object OAS.DataModel.Utility.Process.ProcessDefinition: required: - id - rootElementId - name - urlName - description - canUnassignTask - canReassignTask - allowTaskCategories - allowDeptCategories - allowTaskStatuses - allowAssignTasks - allowMultipleTasks - allowMultipleTaskAssignments - emailOwnerOnChange - dontEmailIfOwnerIsAssigned - autoAssignUsers - auditedDate properties: id: type: integer format: int32 rootElementId: type: integer format: int32 name: type: string maxLength: 100 minLength: 0 urlName: type: string maxLength: 100 minLength: 0 description: type: string maxLength: 2500 minLength: 0 canUnassignTask: type: boolean canReassignTask: type: boolean allowTaskCategories: type: boolean allowDeptCategories: type: boolean allowTaskStatuses: type: boolean allowAssignTasks: type: boolean allowMultipleTasks: type: boolean allowMultipleTaskAssignments: type: boolean emailOwnerOnChange: type: boolean dontEmailIfOwnerIsAssigned: type: boolean autoAssignUsers: type: boolean auditedDate: type: string format: date-time auditedByDisplay: type: string rootElement: $ref: '#/components/schemas/OAS.DataModel.Utility.Process.ProcessElement' xml: name: ProcessDefinition type: object OAS.WebApi.DTO.Utility.Process.ProcessInstanceDto: properties: id: type: integer format: int32 definitionId: type: integer format: int32 startDate: type: string format: date-time targetDate: type: string format: date-time dueDate: type: string format: date-time completeDate: type: string format: date-time auditedDate: type: string format: date-time auditedByDisplay: type: string assignees: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessAssignmentDto' xml: name: ProcessAssignmentDto wrapped: true type: array xml: name: ProcessInstanceDto type: object OAS.WebApi.DTO.Utility.Process.ProcessInstanceDetailDto: properties: name: type: string description: type: string period: type: integer format: int32 processTypeId: type: integer format: int32 definition: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessDefinitionDto' tasks: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessTaskDto' xml: name: ProcessTaskDto wrapped: true type: array participants: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessParticipantDto' xml: name: ProcessParticipantDto wrapped: true type: array id: type: integer format: int32 definitionId: type: integer format: int32 startDate: type: string format: date-time targetDate: type: string format: date-time dueDate: type: string format: date-time completeDate: type: string format: date-time auditedDate: type: string format: date-time auditedByDisplay: type: string assignees: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessAssignmentDto' xml: name: ProcessAssignmentDto wrapped: true type: array xml: name: ProcessInstanceDetailDto type: object OAS.DataModel.Security.ServiceTeamMemberAlClient: required: - serviceTeamMemberId - alClientId properties: serviceTeamMemberId: type: integer format: int32 alClientId: type: integer format: int32 alClient: $ref: '#/components/schemas/OAS.DataModel.Security.AlClient' serviceTeamMember: $ref: '#/components/schemas/OAS.DataModel.Security.ServiceTeamMember' xml: name: ServiceTeamMemberAlClient type: object OAS.DataModel.Reporting.Custom.CustomReportImport: required: - customReportId - importTypeId - isInternalOnly properties: customReportId: type: integer format: int32 importTypeId: type: integer format: int32 isInternalOnly: type: boolean xml: name: CustomReportImport type: object OAS.DataModel.Security.PrivilegeFirmTypeException: required: - privilegeId - alClientId properties: privilegeId: type: integer format: int32 alClientId: type: integer format: int32 xml: name: PrivilegeFirmTypeException type: object OAS.DataModel.Confirm.DownloadFormatOffsetCashMapping: properties: downloadFormatId: type: integer format: int32 downloadFormatSubtypeId: type: integer format: int32 externalCode: type: string maxLength: 50 minLength: 0 cashSymbol: type: string maxLength: 50 minLength: 0 auditedDate: type: string format: date-time auditedByDisplay: type: string createdDate: type: string format: date-time createdBy: type: string maxLength: 100 minLength: 0 editedDate: type: string format: date-time editedBy: type: string maxLength: 100 minLength: 0 xml: name: DownloadFormatOffsetCashMapping type: object OAS.DataModel.Reporting.Custom.CustomReportNote: required: - id - customReportId - alClientId properties: id: type: integer format: int32 customReportId: type: integer format: int32 alClientId: type: integer format: int32 note: type: string auditedByDisplay: type: string auditedBy: type: string format: byte auditedDate: type: string format: date-time rowData_c: type: string format: byte customReport: $ref: '#/components/schemas/OAS.DataModel.Reporting.Custom.CustomReport' database: $ref: '#/components/schemas/OAS.DataModel.Security.AlClient' xml: name: CustomReportNote type: object OAS.DataModel.Confirm.ConfirmGroupDataQuery: required: - confirmGroupId - customReportId - queryRank properties: confirmGroupId: type: integer format: int32 customReportId: type: integer format: int32 dataQueryParams: type: string queryRank: type: integer format: int32 confirmGroup: $ref: '#/components/schemas/OAS.DataModel.Confirm.ConfirmGroup' customReport: $ref: '#/components/schemas/OAS.DataModel.Reporting.Custom.CustomReport' xml: name: ConfirmGroupDataQuery type: object OAS.WebApi.DTO.Utility.Process.ProcessParticipantDto: properties: id: type: integer format: int32 definitionId: type: integer format: int32 name: type: string auditedDate: type: string format: date-time auditedByDisplay: type: string rules: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessParticipantRuleDto' xml: name: ProcessParticipantRuleDto wrapped: true type: array xml: name: ProcessParticipantDto type: object OAS.WebApi.DTO.Utility.Process.ProcessAssignmentDto: properties: id: type: integer format: int32 participantId: type: integer format: int32 instanceId: type: integer format: int32 userId: type: integer format: int32 isOwner: type: boolean auditedDate: type: string format: date-time auditedByDisplay: type: string userName: type: string participant: $ref: '#/components/schemas/OAS.WebApi.DTO.Utility.Process.ProcessParticipantDto' user: $ref: '#/components/schemas/OAS.WebApi.DTO.Security.UserProfileDto' xml: name: ProcessAssignmentDto type: object OAS.DataModel.Homepage.Card: properties: id: type: integer format: int32 firmId: readOnly: true type: integer format: int32 name: type: string description: type: string size: type: integer format: int32 category: type: string createdBy: readOnly: true type: string createdDate: type: string format: date-time cardSettingCompressedJson: type: string format: byte isVisible: type: boolean hideIfRestricted: type: boolean components: items: $ref: '#/components/schemas/OAS.DataModel.Homepage.Component' xml: name: Component wrapped: true type: array icon: type: string cardType: type: string enum: - None - Homepage - View xml: name: Card type: object OAS.DataModel.Security.ServiceTeamMember: required: - id - serviceTeamId - userId - isAnalyst - isAccountManager properties: id: type: integer format: int32 serviceTeamId: type: integer format: int32 userId: type: integer format: int32 isAnalyst: type: boolean isAccountManager: type: boolean userManagerId: type: integer format: int32 serviceTeam: $ref: '#/components/schemas/OAS.DataModel.Security.ServiceTeam' user: $ref: '#/components/schemas/OAS.DataModel.Security.User' userManager: $ref: '#/components/schemas/OAS.DataModel.Security.User' alClients: items: $ref: '#/components/schemas/OAS.DataModel.Security.ServiceTeamMemberAlClient' xml: name: ServiceTeamMemberAlClient wrapped: true type: array xml: name: ServiceTeamMember type: object securitySchemes: Authorization: type: apiKey description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"' name: Authorization in: header