Properties
| Name | Type | Description |
|---|---|---|
| orgId | string | |
| name | stringnull | |
| displayName | string | |
| timezone | string | |
| naceFirstLetter | stringnull | |
| creditLimitGroupId | stringnull | |
| loanStatistics | object | |
| loanIds | stringnull | |
| clientStatus | object | |
| performanceStatus | stringnull | |
| registrationDate | object | |
| dbtProbabilityOfDefault | object | |
| dbtCreditScore | object | |
| counterpartyId | stringnull | |
| ucCreditRisk | object | |
| ucCreditRiskForecast | object | |
| ucCreditRiskForecastDate | object | |
| ucLastCompanyReportOrderDate | object | |
| ucRiskClass | object | |
| dbtContact | object | |
| kyc | object | |
| lgd | object |
JSON Schema
{
"$schema": "https://json-schema.org/draft/2020-12/schema",
"$id": "https://raw.githubusercontent.com/api-evangelist/dbt-se/main/json-schema/dbt-se-portfolio-organization-schema.json",
"title": "PortfolioOrganization",
"x-generated": "2026-10-16",
"x-method": "derived",
"x-generator": "derive-json-schema.py",
"x-source": "openapi/dbt-se-openapi.json#/components/schemas/PortfolioOrganization",
"type": "object",
"properties": {
"orgId": {
"type": "string"
},
"name": {
"type": [
"string",
"null"
]
},
"displayName": {
"type": "string"
},
"timezone": {
"type": "string"
},
"naceFirstLetter": {
"type": [
"string",
"null"
]
},
"creditLimitGroupId": {
"type": [
"string",
"null"
]
},
"loanStatistics": {
"$ref": "#/$defs/OrganizationLoanStatistics"
},
"loanIds": {
"type": [
"string",
"null"
]
},
"clientStatus": {
"anyOf": [
{
"$ref": "#/$defs/ClientStatus"
},
{
"type": "null"
}
]
},
"performanceStatus": {
"type": [
"string",
"null"
],
"enum": [
"performing",
"worried",
"workout",
"watchlist",
"bankruptcy",
null
]
},
"registrationDate": {
"type": "object",
"properties": {
"text": {
"type": "string"
},
"type": {
"type": "string",
"enum": [
"default",
"missingValue",
"error"
]
},
"value": {
"type": [
"object",
"null"
],
"properties": {
"dateString": {
"type": "string"
},
"day": {
"type": "number"
},
"monthIndex": {
"type": "number"
},
"timeZone": {
"type": "string"
},
"type": {
"type": "string",
"enum": [
"date"
]
},
"year": {
"type": "number"
}
},
"required": [
"dateString",
"day",
"monthIndex",
"timeZone",
"type",
"year"
]
}
},
"required": [
"text",
"type",
"value"
]
},
"dbtProbabilityOfDefault": {
"type": "object",
"properties": {
"text": {
"type": "string"
},
"type": {
"type": "string",
"enum": [
"default",
"missingValue",
"error"
]
},
"value": {
"type": [
"object",
"null"
],
"properties": {
"format": {
"type": "object",
"properties": {
"maximumFractionDigits": {
"type": "number",
"minimum": 0
},
"maximumIntegerDigits": {
"type": "number",
"minimum": 0
},
"minimumFractionDigits": {
"type": "number",
"minimum": 0
},
"minimumIntegerDigits": {
"type": "number",
"minimum": 0
}
}
},
"percentageAsFraction": {
"type": "number"
},
"type": {
"type": "string",
"enum": [
"percent"
]
}
},
"required": [
"percentageAsFraction",
"type"
]
}
},
"required": [
"text",
"type",
"value"
]
},
"dbtCreditScore": {
"type": "object",
"properties": {
"text": {
"type": "string"
},
"type": {
"type": "string",
"enum": [
"default",
"missingValue",
"error"
]
},
"value": {
"type": [
"object",
"null"
],
"properties": {
"format": {
"type": "object",
"properties": {
"maximumFractionDigits": {
"type": "number",
"minimum": 0
},
"minimumFractionDigits": {
"type": "number",
"minimum": 0
}
}
},
"number": {
"type": "number"
},
"type": {
"type": "string",
"enum": [
"number"
]
}
},
"required": [
"number",
"type"
]
}
},
"required": [
"text",
"type",
"value"
]
},
"counterpartyId": {
"type": [
"string",
"null"
]
},
"ucCreditRisk": {
"type": "object",
"properties": {
"text": {
"type": "string"
},
"type": {
"type": "string",
"enum": [
"default",
"missingValue",
"error"
]
},
"value": {
"type": [
"object",
"null"
],
"properties": {
"summary": {
"type": "object",
"properties": {
"compact": {
"type": "string"
},
"withDate": {
"type": "string"
}
},
"required": [
"compact",
"withDate"
]
},
"date": {
"type": "object",
"properties": {
"dateString": {
"type": "string"
},
"day": {
"type": "number"
},
"monthIndex": {
"type": "number"
},
"timeZone": {
"type": "string"
},
"type": {
"type": "string",
"enum": [
"date"
]
},
"year": {
"type": "number"
}
},
"required": [
"dateString",
"day",
"monthIndex",
"timeZone",
"type",
"year"
]
},
"riskForecast": {
"type": [
"object",
"null"
],
"properties": {
"format": {
"type": "object",
"properties": {
"maximumFractionDigits": {
"type": "number",
"minimum": 0
},
"maximumIntegerDigits": {
"type": "number",
"minimum": 0
},
"minimumFractionDigits": {
"type": "number",
"minimum": 0
},
"minimumIntegerDigits": {
"type": "number",
"minimum": 0
}
}
},
"percentageAsFraction": {
"type": "number"
},
"type": {
"type": "string",
"enum": [
"percent"
]
}
},
"required": [
"percentageAsFraction",
"type"
]
},
"importance": {
"type": "string",
"enum": [
"normal",
"elevated",
"critical"
]
}
},
"required": [
"summary",
"date",
"riskForecast",
"importance"
]
}
},
"required": [
"text",
"type",
"value"
]
},
"ucCreditRiskForecast": {
"type": "object",
"properties": {
"text": {
"type": "string"
},
"type": {
"type": "string",
"enum": [
"default",
"missingValue",
"error"
]
},
"value": {
"type": [
"object",
"null"
],
"properties": {
"format": {
"type": "object",
"properties": {
"maximumFractionDigits": {
"type": "number",
"minimum": 0
},
"maximumIntegerDigits": {
"type": "number",
"minimum": 0
},
"minimumFractionDigits": {
"type": "number",
"minimum": 0
},
"minimumIntegerDigits": {
"type": "number",
"minimum": 0
}
}
},
"percentageAsFraction": {
"type": "number"
},
"type": {
"type": "string",
"enum": [
"percent"
]
}
},
"required": [
"percentageAsFraction",
"type"
]
}
},
"required": [
"text",
"type",
"value"
]
},
"ucCreditRiskForecastDate": {
"type": "object",
"properties": {
"text": {
"type": "string"
},
"type": {
"type": "string",
"enum": [
"default",
"missingValue",
"error"
]
},
"value": {
"type": [
"object",
"null"
],
"properties": {
"dateString": {
"type": "string"
},
"day": {
"type": "number"
},
"monthIndex": {
"type": "number"
},
"timeZone": {
"type": "string"
},
"type": {
"type": "string",
"enum": [
"date"
]
},
"year": {
"type": "number"
}
},
"required": [
"dateString",
"day",
"monthIndex",
"timeZone",
"type",
"year"
]
}
},
"required": [
"text",
"type",
"value"
]
},
"ucLastCompanyReportOrderDate": {
"type": "object",
"properties": {
"text": {
"type": "string"
},
"type": {
"type": "string",
"enum": [
"default",
"missingValue",
"error"
]
},
"value": {
"type": [
"object",
"null"
],
"properties": {
"dateString": {
"type": "string"
},
"day": {
"type": "number"
},
"monthIndex": {
"type": "number"
},
"timeZone": {
"type": "string"
},
"type": {
"type": "string",
"enum": [
"date"
]
},
"year": {
"type": "number"
}
},
"required": [
"dateString",
"day",
"monthIndex",
"timeZone",
"type",
"year"
]
}
},
"required": [
"text",
"type",
"value"
]
},
"ucRiskClass": {
"type": "object",
"properties": {
"text": {
"type": "string"
},
"type": {
"type": "string",
"enum": [
"default",
"missingValue",
"error"
]
},
"value": {
"type": [
"object",
"null"
],
"properties": {
"string": {
"type": "string"
},
"type": {
"type": "string",
"enum": [
"string"
]
}
},
"required": [
"string",
"type"
]
}
},
"required": [
"text",
"type",
"value"
]
},
"dbtContact": {
"$ref": "#/$defs/OrganizationStaff"
},
"kyc": {
"type": "object",
"properties": {
"company": {
"type": "object",
"properties": {
"status": {
"type": "object",
"properties": {
"text": {
"type": "string"
},
"type": {
"type": "string",
"enum": [
"default",
"missingValue",
"error"
]
},
"value": {
"type": "string",
"enum": [
"NO_HITS",
"HITS_FOUND",
"NO_DATA"
]
}
},
"required": [
"text",
"type",
"value"
]
}
},
"required": [
"status"
]
},
"persons": {
"type": "object",
"properties": {
"status": {
"type": "object",
"properties": {
"text": {
"type": "string"
},
"type": {
"type": "string",
"enum": [
"default",
"missingValue",
"error"
]
},
"value": {
"type": "string",
"enum": [
"NO_HITS",
"HITS_FOUND",
"NO_DATA"
]
}
},
"required": [
"text",
"type",
"value"
]
}
},
"required": [
"status"
]
}
},
"required": [
"company",
"persons"
]
},
"lgd": {
"type": "object",
"properties": {
"lgdAmount": {
"type": "object",
"properties": {
"text": {
"type": "string"
},
"type": {
"type": "string",
"enum": [
"default",
"missingValue",
"error"
]
},
"value": {
"type": [
"object",
"null"
],
"properties": {
"amount": {
"type": "string"
},
"currency": {
"type": "string"
},
"format": {
"type": "object",
"properties": {
"notation": {
"type": "string",
"enum": [
"scientific",
"engineering",
"compact"
]
},
"roundingPriority": {
"type": "string",
"enum": [
"morePrecision",
"lessPrecision"
]
}
}
},
"numericAmount": {
"type": "number"
},
"type": {
"type": "string",
"enum": [
"currency"
]
}
},
"required": [
"amount",
"currency",
"numericAmount",
"type"
]
}
},
"required": [
"text",
"type",
"value"
]
},
"lgdPercentage": {
"type": "object",
"properties": {
"text": {
"type": "string"
},
"type": {
"type": "string",
"enum": [
"default",
"missingValue",
"error"
]
},
"value": {
"type": [
"object",
"null"
],
"properties": {
"format": {
"type": "object",
"properties": {
"maximumFractionDigits": {
"type": "number",
"minimum": 0
},
"maximumIntegerDigits": {
"type": "number",
"minimum": 0
},
"minimumFractionDigits": {
"type": "number",
"minimum": 0
},
"minimumIntegerDigits": {
"type": "number",
"minimum": 0
}
}
},
"percentageAsFraction": {
"type": "number"
},
"type": {
"type": "string",
"enum": [
"percent"
]
}
},
"required": [
"percentageAsFraction",
"type"
]
}
},
"required": [
"text",
"type",
"value"
]
}
},
"required": [
"lgdAmount",
"lgdPercentage"
]
}
},
"required": [
"orgId",
"name",
"displayName",
"timezone",
"naceFirstLetter",
"creditLimitGroupId",
"loanStatistics",
"loanIds",
"clientStatus",
"performanceStatus",
"registrationDate",
"dbtProbabilityOfDefault",
"dbtCreditScore",
"counterpartyId",
"ucCreditRisk",
"ucCreditRiskForecast",
"ucCreditRiskForecastDate",
"ucLastCompanyReportOrderDate",
"ucRiskClass",
"dbtContact",
"kyc",
"lgd"
],
"$defs": {
"ClientMonitoringReviewSchedule": {
"type": "object",
"properties": {
"interval": {
"type": "object",
"properties": {
"text": {
"type": "string"
},
"type": {
"type": "string",
"enum": [
"default",
"missingValue",
"error"
]
},
"value": {
"type": [
"string",
"null"
],
"enum": [
"monthly",
"quaterly",
"half_yearly",
"yearly",
null
]
}
},
"required": [
"text",
"type",
"value"
]
},
"startDate": {
"type": "object",
"properties": {
"text": {
"type": "string"
},
"type": {
"type": "string",
"enum": [
"default",
"missingValue",
"error"
]
},
"value": {
"type": [
"object",
"null"
],
"properties": {
"dateString": {
"type": "string"
},
"day": {
"type": "number"
},
"monthIndex": {
"type": "number"
},
"timeZone": {
"type": "string"
},
"type": {
"type": "string",
"enum": [
"date"
]
},
"year": {
"type": "number"
}
},
"required": [
"dateString",
"day",
"monthIndex",
"timeZone",
"type",
"year"
]
}
},
"required": [
"text",
"type",
"value"
]
},
"nextReviewDate": {
"type": "object",
"properties": {
"text": {
"type": "string"
},
"type": {
"type": "string",
"enum": [
"default",
"missingValue",
"error"
]
},
"value": {
"type": [
"object",
"null"
],
"properties": {
"dateString": {
"type": "string"
},
"day": {
"type": "number"
},
"monthIndex": {
"type": "number"
},
"timeZone": {
"type": "string"
},
"type": {
"type": "string",
"enum": [
"date"
]
},
"year": {
"type": "number"
}
},
"required": [
"dateString",
"day",
"monthIndex",
"timeZone",
"type",
"year"
]
}
},
"required": [
"text",
"type",
"value"
]
},
"frequencyString": {
"type": "object",
"properties": {
"short": {
"type": "object",
"properties": {
"text": {
"type": "string"
},
"type": {
"type": "string",
"enum": [
"default",
"missingValue",
"error"
]
},
"value": {
"type": [
"string",
"null"
]
}
},
"required": [
"text",
"type",
"value"
]
},
"long": {
"type": "object",
"properties": {
"text": {
"type": "string"
},
"type": {
"type": "string",
"enum": [
"default",
"missingValue",
"error"
]
},
"value": {
"type": [
"string",
"null"
]
}
},
"required": [
"text",
"type",
"value"
]
}
},
"required": [
"short",
"long"
]
}
},
"required": [
"interval",
"startDate",
"nextReviewDate",
"frequencyString"
]
},
"ClientStatus": {
"type": "object",
"properties": {
"orgId": {
"type": "string"
},
"createdBy": {
"$ref": "#/$defs/ClientStatusCreatedBy"
},
"status": {
"type": "string",
"enum": [
"performing",
"watchlist",
"worried",
"workout",
"bankruptcy"
]
},
"monitoringApproach": {
"type": "string",
"enum": [
"tech_driven",
"human_driven"
]
},
"reviewSchedule": {
"$ref": "#/$defs/ClientMonitoringReviewSchedule"
},
"defaultReviewType": {
"type": "string",
"enum": [
"limited",
"full"
]
},
"isPublicCompany": {
"type": "boolean"
},
"comment": {
"type": [
"string",
"null"
]
},
"createdAt": {
"type": "string",
"format": "date-time"
}
},
"required": [
"orgId",
"createdBy",
"status",
"monitoringApproach",
"reviewSchedule",
"defaultReviewType",
"isPublicCompany",
"comment",
"createdAt"
]
},
"ClientStatusCreatedBy": {
"oneOf": [
{
"$ref": "#/$defs/ClientStatusCreatedBySystem"
},
{
"$ref": "#/$defs/ClientStatusCreatedByStaff"
},
{
"type": "object",
"properties": {
"type": {
"type": "string",
"enum": [
"review-assessment"
]
},
"assessmentId": {
"type": "string"
}
},
"required": [
"type",
"assessmentId"
]
}
]
},
"ClientStatusCreatedByStaff": {
"type": "object",
"properties": {
"type": {
"type": "string",
"enum": [
"staff"
]
},
"name": {
"type": [
"string",
"null"
]
},
"id": {
"type": "string"
}
},
"required": [
"type",
"name",
"id"
]
},
"ClientStatusCreatedBySystem": {
"type": "object",
"properties": {
"type": {
"type": "string",
"enum": [
"system"
]
}
},
"required": [
"type"
]
},
"OrganizationLoanStatistics": {
"type": "object",
"properties": {
"numberOfActiveLoans": {
"type": "number"
},
"numberOfLoans": {
"type": "number"
}
},
"required": [
"numberOfActiveLoans",
"numberOfLoans"
]
},
"OrganizationStaff": {
"type": [
"object",
"null"
],
"properties": {
"id": {
"type": "string"
},
"name": {
"type": [
"string",
"null"
]
},
"email": {
"type": "string"
},
"avatarUrl": {
"type": [
"string",
"null"
]
}
},
"required": [
"id",
"name",
"email",
"avatarUrl"
]
}
}
}
Work with this as data
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