Envestnet · Schema

DerivedHoldingsSummary

FinancialWealth ManagementOpen BankingAccount Aggregation

Properties

Name	Type	Description
holding	array	Securities that belong to the asset classification type and contributed to the summary value. Required Feature Enablement: Asset classification feature. Applicable containers:
classificationType	string	The classification type of the security. The supported asset classification type and the values are provided in the /holdings/assetClassificationList. Required Feature Enablement: Asset clas
classificationValue	string	The classification value that corresponds to the classification type of the holding. The supported asset classification type and the values are provided in the /holdings/assetClassificationList.
value	object
account	array	Accounts that contribute to the classification. Required Feature Enablement: Asset classification feature. Applicable containers: investment, insurance

View JSON Schema on GitHub

JSON Schema

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "#/components/schemas/DerivedHoldingsSummary",
  "title": "DerivedHoldingsSummary",
  "type": "object",
  "properties": {
    "holding": {
      "type": "array",
      "description": "Securities that belong to the asset classification type and contributed to the summary value.<br><b>Required Feature Enablement</b>: Asset classification feature.<br><br><b>Applicable containers</b>: investment, insurance<br>",
      "readOnly": true,
      "items": {
        "$ref": "#/components/schemas/DerivedHolding"
      }
    },
    "classificationType": {
      "type": "string",
      "description": "The classification type of the security. The supported asset classification type and the values are provided in the /holdings/assetClassificationList.<br><b>Required Feature Enablement</b>: Asset classification feature.<br><br><b>Applicable containers</b>: investment, insurance<br>",
      "readOnly": true
    },
    "classificationValue": {
      "type": "string",
      "description": "The classification value that corresponds to the classification type of the holding. The supported asset classification type and the values are provided in the /holdings/assetClassificationList.<br><b>Required Feature Enablement</b>: Asset classification feature.<br><br><b>Applicable containers</b>: investment, insurance<br>",
      "readOnly": true
    },
    "value": {
      "$ref": "#/components/schemas/Money"
    },
    "account": {
      "type": "array",
      "description": "Accounts that contribute to the classification. <br><b>Required Feature Enablement</b>: Asset classification feature.<br><br><b>Applicable containers</b>: investment, insurance<br>",
      "readOnly": true,
      "items": {
        "$ref": "#/components/schemas/DerivedHoldingsAccount"
      }
    }
  }
}

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