Orion Advisor Solutions Portfolio/Ofac Checks API
The Portfolio/OfacChecks API from Orion Advisor Solutions — 3 operation(s) for portfolio/ofacchecks.
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OpenAPI Specification
openapi: 3.2.0
info:
version: V1
title: Orion Connect Portfolio/Ofac Checks API
x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Portfolio/OfacChecks
paths:
/v1/Portfolio/OfacChecks:
get:
tags:
- Portfolio/OfacChecks
summary: Gets a list of OFAC check records that the logged in user has access to
operationId: OfacChecks_Get
parameters:
- name: status
in: query
required: false
schema:
type: string
enum:
- NeedsReview
- NoMatch
- Match
responses:
'200':
description: OK
content:
text/plain:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.OfacCheckDto'
xml:
name: OfacCheckDto
wrapped: true
type: array
application/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.OfacCheckDto'
xml:
name: OfacCheckDto
wrapped: true
type: array
text/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.OfacCheckDto'
xml:
name: OfacCheckDto
wrapped: true
type: array
application/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.OfacCheckDto'
xml:
name: OfacCheckDto
wrapped: true
type: array
text/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.OfacCheckDto'
xml:
name: OfacCheckDto
wrapped: true
type: array
multipart/form-data:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.OfacCheckDto'
xml:
name: OfacCheckDto
wrapped: true
type: array
security:
- Authorization: []
/v1/Portfolio/OfacChecks/{key}:
get:
tags:
- Portfolio/OfacChecks
summary: Gets the ofac check that has the provided key.
operationId: OfacChecks_GetEntityByKeyAsync
parameters:
- name: key
in: path
description: Key of the desired return object.
required: true
schema:
type: integer
format: int32
- name: cancellationToken
in: header
required: true
responses:
'200':
description: OK
content:
text/plain:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.OfacCheckDto'
application/json:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.OfacCheckDto'
text/json:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.OfacCheckDto'
application/xml:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.OfacCheckDto'
text/xml:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.OfacCheckDto'
multipart/form-data:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.OfacCheckDto'
security:
- Authorization: []
/v1/Portfolio/OfacChecks/Actions/SetStatus:
put:
tags:
- Portfolio/OfacChecks
operationId: OfacChecks_SetStatusAsync
parameters:
- name: status
in: query
required: true
schema:
type: string
enum:
- NeedsReview
- NoMatch
- Match
- name: cancellationToken
in: header
required: true
responses:
'200':
description: OK
content:
text/plain:
schema:
items:
type: integer
format: int32
type: array
application/json:
schema:
items:
type: integer
format: int32
type: array
text/json:
schema:
items:
type: integer
format: int32
type: array
application/xml:
schema:
items:
type: integer
format: int32
type: array
text/xml:
schema:
items:
type: integer
format: int32
type: array
multipart/form-data:
schema:
items:
type: integer
format: int32
type: array
security:
- Authorization: []
requestBody:
content:
text/plain:
schema:
items:
type: integer
format: int32
type: array
application/json:
schema:
items:
type: integer
format: int32
type: array
text/json:
schema:
items:
type: integer
format: int32
type: array
application/xml:
schema:
items:
type: integer
format: int32
type: array
text/xml:
schema:
items:
type: integer
format: int32
type: array
application/x-www-form-urlencoded:
schema:
items:
type: integer
format: int32
type: array
multipart/form-data:
schema:
items:
type: integer
format: int32
type: array
required: true
summary: Ofac checks set status async
x-summary-source: derived
components:
schemas:
OAS.WebApi.DTO.Portfolio.OfacCheckDto:
properties:
id:
type: integer
format: int32
status:
readOnly: true
type: string
enum:
- NeedsReview
- NoMatch
- Match
registrationId:
type: integer
format: int32
householdName:
type: string
householdAddress:
type: string
ofacId:
type: integer
format: int32
ofacName:
type: string
ofacAddress:
type: string
ofacAltName:
type: string
dateChecked:
type: string
format: date-time
notes:
type: string
xml:
name: OfacCheckDto
type: object
securitySchemes:
Authorization:
type: apiKey
description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
name: Authorization
in: header