Orion Advisor Solutions

Orion Advisor Solutions Integrations/Laser App API

The Integrations/LaserApp API from Orion Advisor Solutions — 9 operation(s) for integrations/laserapp.

GitHub OpenAPI

Operations 11

GET /v1/Integrations/LaserApp/Accounts/{accountId}/Forms Returns a list of forms available for the specified criteria #
POST /v1/Integrations/LaserApp/Accounts/{accountId}/Submit Laser app submit forms for account #
GET /v1/Integrations/LaserApp/Configuration Retrieves LaserApp Integration details #
PUT /v1/Integrations/LaserApp/Configuration Saves laserapp integration settings #
GET /v1/Integrations/LaserApp/Configuration/Test Checks to see if laserapp integration has been setup for this database #
GET /v1/Integrations/LaserApp/Forms Returns a list of forms available from LaserApp #
GET /v1/Integrations/LaserApp/Forms/{key} Gets the form that has the provided key. #
PUT /v1/Integrations/LaserApp/Forms/{key} Laser app update form #
GET /v1/Integrations/LaserApp/Forms/Search Laser app get laser app form search #
GET /v1/Integrations/LaserApp/Forms/Search/{search} Laser app get V1 integrations laser app forms search by search #
POST /v1/Integrations/LaserApp/PostBackFromLaserApp This endpoint is called from the LaserApp application, to post the filled out… #

Documentation

📖
Documentation
https://developers.orionadvisor.com/quick-start/
📖
Documentation
https://developers.orionadvisor.com/guides/
📖
APIReference
https://api.orionadvisor.com/api/swagger/ui/index
📖
GettingStarted
https://developers.orionadvisor.com/quick-start/

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-integrations-laserapp-api-openapi.yml

Other Resources

🔗
Webhooks
https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/asyncapi/orion-advisor-solutions-webhooks.yml

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OpenAPI Specification

orion-advisor-solutions-integrations-laserapp-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Integrations/Laser App API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Integrations/LaserApp
paths:
  /v1/Integrations/LaserApp/Accounts/{accountId}/Forms:
    get:
      tags:
      - Integrations/LaserApp
      summary: Returns a list of forms available for the specified criteria
      operationId: LaserApp_GetFormsForAccount
      parameters:
      - name: accountId
        in: path
        description: The id of the account to returns forms for.
        required: true
        schema:
          type: integer
          format: int32
      - name: sourceOfFunds
        in: query
        description: The source of funds related to the account.
        required: false
        schema:
          type: string
          enum:
          - Rollover
          - Transfer
          - ACHWIRE
          - CashCheck
      - name: formType
        in: query
        description: 'Form types for the selected account: 1 = New Account, 2 = Distribution'
        required: false
        schema:
          type: string
          enum:
          - NewAccount
          - Distribution
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto'
                xml:
                  name: FormRecordDto
                  wrapped: true
                type: array
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto'
                xml:
                  name: FormRecordDto
                  wrapped: true
                type: array
            text/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto'
                xml:
                  name: FormRecordDto
                  wrapped: true
                type: array
            application/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto'
                xml:
                  name: FormRecordDto
                  wrapped: true
                type: array
            text/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto'
                xml:
                  name: FormRecordDto
                  wrapped: true
                type: array
            multipart/form-data:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto'
                xml:
                  name: FormRecordDto
                  wrapped: true
                type: array
      security:
      - Authorization: []
  /v1/Integrations/LaserApp/Accounts/{accountId}/Submit:
    post:
      tags:
      - Integrations/LaserApp
      summary: Laser app submit forms for account
      operationId: LaserApp_SubmitFormsForAccount
      parameters:
      - name: accountId
        in: path
        description: Account id to pass to LaserApp
        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: []
      requestBody:
        content:
          text/plain:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto'
              xml:
                name: FormRecordDto
                wrapped: true
              type: array
          application/json:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto'
              xml:
                name: FormRecordDto
                wrapped: true
              type: array
          text/json:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto'
              xml:
                name: FormRecordDto
                wrapped: true
              type: array
          application/xml:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto'
              xml:
                name: FormRecordDto
                wrapped: true
              type: array
          text/xml:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto'
              xml:
                name: FormRecordDto
                wrapped: true
              type: array
          application/x-www-form-urlencoded:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto'
              xml:
                name: FormRecordDto
                wrapped: true
              type: array
          multipart/form-data:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto'
              xml:
                name: FormRecordDto
                wrapped: true
              type: array
        description: An array of FormRecord objects that will be populated in LaserApp
        required: true
      x-summary-source: derived
  /v1/Integrations/LaserApp/Configuration:
    get:
      tags:
      - Integrations/LaserApp
      summary: Retrieves LaserApp Integration details
      operationId: LaserApp_GetConfiguration
      parameters:
      - name: custodianId
        in: query
        required: false
        schema:
          type: integer
          format: int32
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/OAT.Integrations.LaserApp.IntegrationConfig'
            application/json:
              schema:
                $ref: '#/components/schemas/OAT.Integrations.LaserApp.IntegrationConfig'
            text/json:
              schema:
                $ref: '#/components/schemas/OAT.Integrations.LaserApp.IntegrationConfig'
            application/xml:
              schema:
                $ref: '#/components/schemas/OAT.Integrations.LaserApp.IntegrationConfig'
            text/xml:
              schema:
                $ref: '#/components/schemas/OAT.Integrations.LaserApp.IntegrationConfig'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAT.Integrations.LaserApp.IntegrationConfig'
      security:
      - Authorization: []
    put:
      tags:
      - Integrations/LaserApp
      summary: Saves laserapp integration settings
      operationId: LaserApp_UpdateConfiguration
      parameters:
      - name: custodianId
        in: query
        required: false
        schema:
          type: integer
          format: int32
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/OAT.Integrations.LaserApp.IntegrationConfig'
            application/json:
              schema:
                $ref: '#/components/schemas/OAT.Integrations.LaserApp.IntegrationConfig'
            text/json:
              schema:
                $ref: '#/components/schemas/OAT.Integrations.LaserApp.IntegrationConfig'
            application/xml:
              schema:
                $ref: '#/components/schemas/OAT.Integrations.LaserApp.IntegrationConfig'
            text/xml:
              schema:
                $ref: '#/components/schemas/OAT.Integrations.LaserApp.IntegrationConfig'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAT.Integrations.LaserApp.IntegrationConfig'
      security:
      - Authorization: []
      requestBody:
        content:
          text/plain:
            schema:
              $ref: '#/components/schemas/OAT.Integrations.LaserApp.IntegrationConfig'
          application/json:
            schema:
              $ref: '#/components/schemas/OAT.Integrations.LaserApp.IntegrationConfig'
          text/json:
            schema:
              $ref: '#/components/schemas/OAT.Integrations.LaserApp.IntegrationConfig'
          application/xml:
            schema:
              $ref: '#/components/schemas/OAT.Integrations.LaserApp.IntegrationConfig'
          text/xml:
            schema:
              $ref: '#/components/schemas/OAT.Integrations.LaserApp.IntegrationConfig'
          application/x-www-form-urlencoded:
            schema:
              $ref: '#/components/schemas/OAT.Integrations.LaserApp.IntegrationConfig'
          multipart/form-data:
            schema:
              $ref: '#/components/schemas/OAT.Integrations.LaserApp.IntegrationConfig'
        required: true
  /v1/Integrations/LaserApp/Configuration/Test:
    get:
      tags:
      - Integrations/LaserApp
      summary: Checks to see if laserapp integration has been setup for this database
      operationId: LaserApp_CheckConfiguration
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: object
            application/json:
              schema:
                type: object
            text/json:
              schema:
                type: object
            multipart/form-data:
              schema:
                type: object
      security:
      - Authorization: []
  /v1/Integrations/LaserApp/Forms:
    get:
      tags:
      - Integrations/LaserApp
      summary: Returns a list of forms available from LaserApp
      operationId: LaserApp_GetForms
      parameters:
      - name: resetCache
        in: query
        description: 'Optional. Default: false. If true the list of forms will be refreshed from LaserApp. If false, the list will only be updated if it has been 10 hours since the last time it was updated.'
        required: false
        schema:
          type: boolean
          default: false
      - name: custodianId
        in: query
        description: Optional. Return all forms that have this paperwork assignment.
        required: false
        schema:
          type: integer
          format: int32
      - name: brokerDealerId
        in: query
        description: Optional. Return all forms that have this paperwork assignment.
        required: false
        schema:
          type: integer
          format: int32
      - name: managementStyleId
        in: query
        description: Optional. Return all forms that have this paperwork assignment.
        required: false
        schema:
          type: integer
          format: int32
      - name: fundFamilyId
        in: query
        description: Optional. Return all forms that have this paperwork assignment.
        required: false
        schema:
          type: integer
          format: int32
      - name: accountTypeId
        in: query
        description: Obsolete. Will be removed after August 2016. Replaced with registrationTypeId.
        required: false
        schema:
          type: integer
          format: int32
      - name: registrationTypeId
        in: query
        description: Optional. Return all forms that have this paperwork assignment.
        required: false
        schema:
          type: integer
          format: int32
      - name: representativeId
        in: query
        description: Optional. Return all forms that have this paperwork assignment.
        required: false
        schema:
          type: integer
          format: int32
      - name: subadvisorId
        in: query
        description: Optional. Return all forms that have this paperwork assignment.
        required: false
        schema:
          type: integer
          format: int32
      - name: sourceOfFunds
        in: query
        required: false
        schema:
          type: string
          enum:
          - Rollover
          - Transfer
          - ACHWIRE
          - CashCheck
      - name: formType
        in: query
        required: false
        schema:
          type: string
          enum:
          - NewAccount
          - Distribution
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto'
                xml:
                  name: FormRecordDto
                  wrapped: true
                type: array
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto'
                xml:
                  name: FormRecordDto
                  wrapped: true
                type: array
            text/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto'
                xml:
                  name: FormRecordDto
                  wrapped: true
                type: array
            application/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto'
                xml:
                  name: FormRecordDto
                  wrapped: true
                type: array
            text/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto'
                xml:
                  name: FormRecordDto
                  wrapped: true
                type: array
            multipart/form-data:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto'
                xml:
                  name: FormRecordDto
                  wrapped: true
                type: array
      security:
      - Authorization: []
  /v1/Integrations/LaserApp/Forms/{key}:
    get:
      tags:
      - Integrations/LaserApp
      summary: Gets the form that has the provided key.
      operationId: LaserApp_GetFormByKey
      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.Portfolio.Paperwork.FormRecordFullDto'
            application/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordFullDto'
            text/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordFullDto'
            application/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordFullDto'
            text/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordFullDto'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordFullDto'
      security:
      - Authorization: []
    put:
      tags:
      - Integrations/LaserApp
      operationId: LaserApp_UpdateForm
      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.Portfolio.Paperwork.FormRecordFullDto'
            application/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordFullDto'
            text/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordFullDto'
            application/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordFullDto'
            text/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordFullDto'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordFullDto'
      security:
      - Authorization: []
      requestBody:
        content:
          text/plain:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordFullDto'
          application/json:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordFullDto'
          text/json:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordFullDto'
          application/xml:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordFullDto'
          text/xml:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordFullDto'
          application/x-www-form-urlencoded:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordFullDto'
          multipart/form-data:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordFullDto'
        required: true
      summary: Laser app update form
      x-summary-source: derived
  /v1/Integrations/LaserApp/Forms/Search:
    get:
      tags:
      - Integrations/LaserApp
      operationId: LaserApp_GetLaserAppFormSearch
      parameters:
      - name: search
        in: query
        required: true
        schema:
          type: string
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto'
                xml:
                  name: FormRecordDto
                  wrapped: true
                type: array
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto'
                xml:
                  name: FormRecordDto
                  wrapped: true
                type: array
            text/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto'
                xml:
                  name: FormRecordDto
                  wrapped: true
                type: array
            application/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto'
                xml:
                  name: FormRecordDto
                  wrapped: true
                type: array
            text/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto'
                xml:
                  name: FormRecordDto
                  wrapped: true
                type: array
            multipart/form-data:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto'
                xml:
                  name: FormRecordDto
                  wrapped: true
                type: array
      security:
      - Authorization: []
      summary: Laser app get laser app form search
      x-summary-source: derived
  /v1/Integrations/LaserApp/Forms/Search/{search}:
    get:
      tags:
      - Integrations/LaserApp
      operationId: LaserApp_GetV1IntegrationsLaserAppFormsSearchBySearch
      parameters:
      - name: search
        in: path
        required: true
        schema:
          type: string
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto'
                xml:
                  name: FormRecordDto
                  wrapped: true
                type: array
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto'
                xml:
                  name: FormRecordDto
                  wrapped: true
                type: array
            text/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto'
                xml:
                  name: FormRecordDto
                  wrapped: true
                type: array
            application/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto'
                xml:
                  name: FormRecordDto
                  wrapped: true
                type: array
            text/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto'
                xml:
                  name: FormRecordDto
                  wrapped: true
                type: array
            multipart/form-data:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto'
                xml:
                  name: FormRecordDto
                  wrapped: true
                type: array
      security:
      - Authorization: []
      summary: Laser app get V1 integrations laser app forms search by search
      x-summary-source: derived
  /v1/Integrations/LaserApp/PostBackFromLaserApp:
    post:
      tags:
      - Integrations/LaserApp
      summary: This endpoint is called from the LaserApp application, to post the filled out…
      operationId: LaserApp_PostBackFromLaserAppAsync
      parameters:
      - name: request
        in: header
        required: true
        schema:
          type: object
      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: []
components:
  schemas:
    OAT.Integrations.LaserApp.IntegrationConfig:
      properties:
        partnerId:
          type: string
        formsServiceUserName:
          type: string
        formsServiceAuthCode:
          type: string
        formsServiceURL:
          type: string
        anywhereServiceAuthCode:
          type: string
        anywhereServiceURL:
          type: string
        postUrl:
          type: string
        postFormat:
          type: string
          enum:
          - Raw_no_image
          - PDF
          - TIF
          - Fillable_PDF
        theme:
          type: string
          enum:
          - brown_chocolate
          - black_stripes
          - blue_spirit
          - orange_oktoberfest
          - red_firehouse
          - green_fairway
          - blue_overcast
        sigMethod:
          type: string
          enum:
          - NoFormsSignable
          - Basic
          - DocuSign
          - Silanis
          - SIGNiX
        remoteSigAuth:
          type: string
        remoteSigPass:
          type: string
        remoteSigId:
          type: boolean
        postButtonCaption:
          type: string
        signIXClientId:
          type: string
        signIXSubmitterEmail:
          type: string
        printButtonState:
          type: string
          enum:
          - Print_button_enabled
          - Print_button_disabled
          - Print_button_invisible
        smartEnforce:
          type: string
          enum:
          - Smart_fields_optional
          - Smart_fields_required
      xml:
        name: IntegrationConfig
      type: object
    OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordFullDto:
      properties:
        selections:
          items:
            $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.Paperwork.FormSelectionDto'
          xml:
            name: FormSelectionDto
            wrapped: true
          type: array
        id:
          type: integer
          format: int32
        guid:
          type: string
        title:
          type: string
        majorVersion:
          type: integer
          format: int32
        minorVersion:
          type: integer
          format: int32
        cDate:
          type: string
          format: date-time
        rDate:
          type: string
          format: date-time
        pages:
          type: integer
          format: int32
        isRequired:
          type: boolean
        paperworkSource:
          type: string
          enum:
          - LaserApp
          - AdvisoryWorld
          - Firm
          - Quik
      xml:
        name: FormRecordFullDto
      type: object
    OAS.WebApi.DTO.Portfolio.Paperwork.FormSelectionDto:
      properties:
        id:
          type: integer
          format: int32
        custodian:
          type: string
        custodianId:
          type: integer
          format: int32
        brokerDealer:
          type: string
        brokerDealerId:
          type: integer
          format: int32
        managementStyle:
          type: string
        platformId:
          type: integer
          format: int32
        fundFamily:
          type: string
        fundFamilyId:
          type: integer
          format: int32
        accountType:
          type: string
        registrationTypeId:
          type: integer
          format: int32
        representative:
          type: string
        representativeId:
          type: integer
          format: int32
        subAdvisor:
          type: string
        subAdvisorId:
          type: integer
          format: int32
        sourceOfFunds:
          type: string
          enum:
          - Rollover
          - Transfer
          - ACHWIRE
          - CashCheck
        formType:
          type: string
          enum:
          - NewAccount
          - Distribution
        feeScheduleId:
          type: integer
          format: int32
        feeSchedule:
          type: string
      xml:
        name: FormSelectionDto
      type: object
    OAS.WebApi.DTO.Portfolio.Paperwork.FormRecordDto:
      properties:
        id:
          type: integer
          format: int32
        guid:
          type: string
        title:
          type: string
        majorVersion:
          type: integer
          format: int32
        minorVersion:
          type: integer
          format: int32
        cDate:
          type: string
          format: date-time
        rDate:
          type: string
          format: date-time
        pages:
          type: integer
          format: int32
        isRequired:
          type: boolean
        paperworkSource:
          type: string
          enum:
          - LaserApp
          - AdvisoryWorld
          - Firm
          - Quik
      xml:
        name: FormRecordDto
      type: object
  securitySchemes:
    Authorization:
      type: apiKey
      description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
      name: Authorization
      in: header