Moment · Schema

AllocationTemplateSummary

Summary representation used by list rows and lineage entries

CompanyFixed IncomeBondsTradingMarket DataReference DataInvestment ManagementWealth ManagementBrokerageFinancial ServicesFintech

Properties

Name Type Description
id string The ID of the template
name string The name of the template
description string The description of the template
template_type string Whether the template owns its tree or inherits from a base
base_template_id stringnull The base template a linked template inherits from
base_template_name stringnull The base template's name
status string The template's lifecycle status
needs_resolution boolean True when the published overrides no longer validate against the base's current published version
is_incomplete boolean True when at least one category or strategy in the template has no weight set. An incomplete template can still be the base for linked templates, but it cannot be assigned to accounts until every weig
direct_descendant_count integer Number of live templates directly linked to this one
current_version_id stringnull The ID of the currently published version
created_at string
created_by object The user who created the template
updated_at string
updated_by object The user who last updated the template
View JSON Schema on GitHub

JSON Schema

moment-allocation-template-summary-schema.json Raw ↑
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "https://raw.githubusercontent.com/api-evangelist/moment/main/json-schema/moment-allocation-template-summary-schema.json",
  "title": "AllocationTemplateSummary",
  "description": "Summary representation used by list rows and lineage entries",
  "x-generated": "2026-10-14",
  "x-method": "derived",
  "x-generator": "derive-json-schema.py",
  "x-source": "openapi/moment-models-api-openapi.yml#/components/schemas/AllocationTemplateSummary",
  "type": "object",
  "properties": {
    "id": {
      "description": "The ID of the template",
      "type": "string"
    },
    "name": {
      "description": "The name of the template",
      "type": "string"
    },
    "description": {
      "description": "The description of the template",
      "type": "string"
    },
    "template_type": {
      "description": "Whether the template owns its tree or inherits from a base",
      "type": "string",
      "enum": [
        "standalone",
        "linked"
      ]
    },
    "base_template_id": {
      "description": "The base template a linked template inherits from",
      "type": [
        "string",
        "null"
      ]
    },
    "base_template_name": {
      "description": "The base template's name",
      "type": [
        "string",
        "null"
      ]
    },
    "status": {
      "description": "The template's lifecycle status",
      "type": "string",
      "enum": [
        "published",
        "needs_resolution",
        "archived"
      ]
    },
    "needs_resolution": {
      "description": "True when the published overrides no longer validate against the base's current published version",
      "type": "boolean"
    },
    "is_incomplete": {
      "description": "True when at least one category or strategy in the template has no weight set. An incomplete template can still be the base for linked templates, but it cannot be assigned to accounts until every weight is filled in.",
      "type": "boolean"
    },
    "direct_descendant_count": {
      "description": "Number of live templates directly linked to this one",
      "type": "integer"
    },
    "current_version_id": {
      "description": "The ID of the currently published version",
      "type": [
        "string",
        "null"
      ]
    },
    "created_at": {
      "type": "string",
      "format": "date-time"
    },
    "created_by": {
      "description": "The user who created the template",
      "nullable": true,
      "allOf": [
        {
          "$ref": "#/$defs/User"
        }
      ]
    },
    "updated_at": {
      "type": "string",
      "format": "date-time"
    },
    "updated_by": {
      "description": "The user who last updated the template",
      "nullable": true,
      "allOf": [
        {
          "$ref": "#/$defs/User"
        }
      ]
    }
  },
  "required": [
    "id",
    "name",
    "description",
    "template_type",
    "base_template_id",
    "base_template_name",
    "status",
    "needs_resolution",
    "is_incomplete",
    "direct_descendant_count",
    "current_version_id",
    "created_at",
    "created_by",
    "updated_at",
    "updated_by"
  ],
  "$defs": {
    "User": {
      "type": "object",
      "properties": {
        "display_name": {
          "description": "The display name of the user",
          "type": "string"
        },
        "id": {
          "description": "The ID of the user",
          "type": "string"
        }
      },
      "required": [
        "id",
        "display_name"
      ]
    }
  }
}

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