OAS.DataModel.Confirm.CorpAction.CorpActionProcessing

Wealth ManagementFintechFinancial Advisorsportfolio-accountingtrading-rebalancingFinancial PlanningBillingReportingRisk ManagementRIA-technology

Properties

Name Type Description
id integer
corpActionId integer
corpActionProcessingTypeId integer
processStatus string
mergeOutRatio number
roundingType string
expectedClose string
isHeld boolean
isVerified boolean
isBeginningOfDay boolean
navPrice number
newProductName string
newCusip string
newTicker string
processingType object
corporateAction object
corpActionTaskQueues array
View JSON Schema on GitHub

JSON Schema

orion-advisor-solutions-oas-data-model-confirm-corp-action-corp-action-processing-schema.json Raw ↑
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "https://artifacts.apis.io/orion-advisor-solutions/json-schema/orion-advisor-solutions-oas-data-model-confirm-corp-action-corp-action-processing-schema.json",
  "title": "OAS.DataModel.Confirm.CorpAction.CorpActionProcessing",
  "x-generated": "2026-11-11",
  "x-method": "derived",
  "x-generator": "derive-json-schema.py",
  "x-source": "openapi/orion-advisor-solutions-confirm-corporateaction-api-openapi.yml#/components/schemas/OAS.DataModel.Confirm.CorpAction.CorpActionProcessing",
  "required": [
    "id",
    "corpActionId",
    "corpActionProcessingTypeId",
    "processStatus",
    "roundingType",
    "isHeld",
    "isVerified"
  ],
  "properties": {
    "id": {
      "type": "integer",
      "format": "int32"
    },
    "corpActionId": {
      "type": "integer",
      "format": "int32"
    },
    "corpActionProcessingTypeId": {
      "type": "integer",
      "format": "int32"
    },
    "processStatus": {
      "type": "string",
      "enum": [
        "New",
        "Approved",
        "CreatePendings",
        "Processing",
        "InProcess",
        "Complete",
        "Cancelled",
        "RecalculateUnits",
        "NotProcessed",
        "MoveCostBasis"
      ]
    },
    "mergeOutRatio": {
      "type": "number",
      "format": "double",
      "maximum": 1.0,
      "minimum": 0.0
    },
    "roundingType": {
      "type": "string",
      "enum": [
        "Normal",
        "Up",
        "Down",
        "Nearest",
        "NoRounding"
      ]
    },
    "expectedClose": {
      "type": "string",
      "format": "date-time"
    },
    "isHeld": {
      "type": "boolean"
    },
    "isVerified": {
      "type": "boolean"
    },
    "isBeginningOfDay": {
      "type": "boolean"
    },
    "navPrice": {
      "type": "number",
      "format": "double"
    },
    "newProductName": {
      "type": "string"
    },
    "newCusip": {
      "type": "string"
    },
    "newTicker": {
      "type": "string"
    },
    "processingType": {
      "$ref": "#/$defs/OAS.DataModel.Confirm.CorpAction.CorpActionProcessingType"
    },
    "corporateAction": {
      "$ref": "#/$defs/OAS.DataModel.Portfolio.CorporateAction"
    },
    "corpActionTaskQueues": {
      "items": {
        "$ref": "#/$defs/OAS.DataModel.Confirm.CorpAction.CorpActionTaskQueue"
      },
      "type": "array"
    }
  },
  "type": "object",
  "$defs": {
    "OAS.DataModel.ComplexTypes.Address": {
      "properties": {
        "line1": {
          "type": "string",
          "maxLength": 255,
          "minLength": 0
        },
        "line2": {
          "type": "string",
          "maxLength": 255,
          "minLength": 0
        },
        "line3": {
          "type": "string",
          "maxLength": 255,
          "minLength": 0
        },
        "city": {
          "type": "string",
          "maxLength": 30,
          "minLength": 0
        },
        "state": {
          "type": "string",
          "maxLength": 2,
          "minLength": 0
        },
        "zip": {
          "type": "string",
          "maxLength": 10,
          "minLength": 0
        }
      },
      "type": "object"
    },
    "OAS.DataModel.ComplexTypes.FullPhoneNumber": {
      "properties": {
        "extension": {
          "type": "string",
          "maxLength": 10,
          "minLength": 0
        },
        "hasValue": {
          "readOnly": true,
          "type": "boolean"
        },
        "number": {
          "type": "string",
          "maxLength": 15,
          "minLength": 0
        }
      },
      "type": "object"
    },
    "OAS.DataModel.ComplexTypes.PhoneNumber": {
      "properties": {
        "number": {
          "type": "string",
          "maxLength": 15,
          "minLength": 0
        },
        "hasValue": {
          "readOnly": true,
          "type": "boolean"
        }
      },
      "type": "object"
    },
    "OAS.DataModel.Confirm.CorpAction.CorpActionProcessing": {
      "required": [
        "id",
        "corpActionId",
        "corpActionProcessingTypeId",
        "processStatus",
        "roundingType",
        "isHeld",
        "isVerified"
      ],
      "properties": {
        "id": {
          "type": "integer",
          "format": "int32"
        },
        "corpActionId": {
          "type": "integer",
          "format": "int32"
        },
        "corpActionProcessingTypeId": {
          "type": "integer",
          "format": "int32"
        },
        "processStatus": {
          "type": "string",
          "enum": [
            "New",
            "Approved",
            "CreatePendings",
            "Processing",
            "InProcess",
            "Complete",
            "Cancelled",
            "RecalculateUnits",
            "NotProcessed",
            "MoveCostBasis"
          ]
        },
        "mergeOutRatio": {
          "type": "number",
          "format": "double",
          "maximum": 1.0,
          "minimum": 0.0
        },
        "roundingType": {
          "type": "string",
          "enum": [
            "Normal",
            "Up",
            "Down",
            "Nearest",
            "NoRounding"
          ]
        },
        "expectedClose": {
          "type": "string",
          "format": "date-time"
        },
        "isHeld": {
          "type": "boolean"
        },
        "isVerified": {
          "type": "boolean"
        },
        "isBeginningOfDay": {
          "type": "boolean"
        },
        "navPrice": {
          "type": "number",
          "format": "double"
        },
        "newProductName": {
          "type": "string"
        },
        "newCusip": {
          "type": "string"
        },
        "newTicker": {
          "type": "string"
        },
        "processingType": {
          "$ref": "#/$defs/OAS.DataModel.Confirm.CorpAction.CorpActionProcessingType"
        },
        "corporateAction": {
          "$ref": "#/$defs/OAS.DataModel.Portfolio.CorporateAction"
        },
        "corpActionTaskQueues": {
          "items": {
            "$ref": "#/$defs/OAS.DataModel.Confirm.CorpAction.CorpActionTaskQueue"
          },
          "type": "array"
        }
      },
      "type": "object"
    },
    "OAS.DataModel.Confirm.CorpAction.CorpActionProcessingType": {
      "required": [
        "id",
        "name"
      ],
      "properties": {
        "id": {
          "type": "integer",
          "format": "int32"
        },
        "name": {
          "type": "string",
          "maxLength": 50,
          "minLength": 0
        },
        "notes": {
          "type": "string",
          "maxLength": 255,
          "minLength": 0
        }
      },
      "type": "object"
    },
    "OAS.DataModel.Confirm.CorpAction.CorpActionTaskQueue": {
      "required": [
        "id",
        "corpActionProcessingId",
        "corpActionTaskTypeId"
      ],
      "properties": {
        "id": {
          "type": "integer",
          "format": "int32"
        },
        "corpActionProcessingId": {
          "type": "integer",
          "format": "int32"
        },
        "corpActionTaskTypeId": {
          "type": "integer",
          "format": "int32"
        },
        "processing": {
          "$ref": "#/$defs/OAS.DataModel.Confirm.CorpAction.CorpActionProcessing"
        },
        "taskType": {
          "$ref": "#/$defs/OAS.DataModel.Confirm.CorpAction.CorpActionTaskType"
        }
      },
      "type": "object"
    },
    "OAS.DataModel.Confirm.CorpAction.CorpActionTaskType": {
      "required": [
        "id",
        "statusChangeOnly"
      ],
      "properties": {
        "id": {
          "type": "integer",
          "format": "int32"
        },
        "taskDescription": {
          "type": "string",
          "maxLength": 50,
          "minLength": 0
        },
        "statusChangeOnly": {
          "type": "boolean"
        }
      },
      "type": "object"
    },
    "OAS.DataModel.Integration.FinMason.ProductRiskScore": {
      "required": [
        "productId",
        "asOfDate",
        "riskScore"
      ],
      "properties": {
        "productId": {
          "type": "integer",
          "format": "int32"
        },
        "asOfDate": {
          "type": "string",
          "format": "date-time"
        },
        "riskScore": {
          "type": "integer",
          "format": "int32"
        },
        "product": {
          "$ref": "#/$defs/OAS.DataModel.Portfolio.ProductGlobal"
        },
        "extension": {
          "$ref": "#/$defs/OAS.DataModel.Integration.FinMason.ProductRiskScoreExt"
        }
      },
      "type": "object"
    },
    "OAS.DataModel.Integration.FinMason.ProductRiskScoreExt": {
      "required": [
        "productId",
        "asOfDate",
        "riskScore"
      ],
      "properties": {
        "productId": {
          "type": "integer",
          "format": "int32"
        },
        "asOfDate": {
          "type": "string",
          "format": "date-time"
        },
        "riskScore": {
          "type": "integer",
          "format": "int32"
        },
        "productStdDev1Yr": {
          "type": "number",
          "format": "double"
        },
        "productStdDev3Yr": {
          "type": "number",
          "format": "double"
        },
        "productStdDev5Yr": {
          "type": "number",
          "format": "double"
        },
        "productStdDev10Yr": {
          "type": "number",
          "format": "double"
        },
        "covarianceProductBench1Yr": {
          "type": "number",
          "format": "double"
        },
        "covarianceProductBench3Yr": {
          "type": "number",
          "format": "double"
        },
        "covarianceProductBench5Yr": {
          "type": "number",
          "format": "double"
        },
        "covarianceProductBench10Yr": {
          "type": "number",
          "format": "double"
        },
        "relativeRisk1Yr": {
          "type": "number",
          "format": "double"
        },
        "relativeRisk3Yr": {
          "type": "number",
          "format": "double"
        },
        "relativeRisk5Yr": {
          "type": "number",
          "format": "double"
        },
        "relativeRisk10Yr": {
          "type": "number",
          "format": "double"
        },
        "beta1Yr": {
          "type": "number",
          "format": "double"
        },
        "beta3Yr": {
          "type": "number",
          "format": "double"
        },
        "beta5Yr": {
          "type": "number",
          "format": "double"
        },
        "beta10Yr": {
          "type": "number",
          "format": "double"
        },
        "benchmarkStdDev1Yr": {
          "type": "number",
          "format": "double"
        },
        "benchmarkStdDev3Yr": {
          "type": "number",
          "format": "double"
        },
        "benchmarkStdDev5Yr": {
          "type": "number",
          "format": "double"
        },
        "benchmarkStdDev10Yr": {
          "type": "number",
          "format": "double"
        },
        "clusterCorrelation1Yr": {
          "type": "number",
          "format": "double"
        },
        "clusterCorrelation3Yr": {
          "type": "number",
          "format": "double"
        },
        "clusterCorrelation5Yr": {
          "type": "number",
          "format": "double"
        },
        "clusterCorrelation10Yr": {
          "type": "number",
          "format": "double"
        }
      },
      "type": "object"
    },
    "OAS.DataModel.Performance.PortfolioAnalysis": {
      "required": [
        "id",
        "productId",
        "productIndex",
        "alClientId",
        "whenCalculated"
      ],
      "properties": {
        "id": {
          "type": "integer",
          "format": "int32"
        },
        "productId": {
          "type": "integer",
          "format": "int32"
        },
        "productIndex": {
          "type": "integer",
          "format": "int32"
        },
        "alClientId": {
          "type": "integer",
          "format": "int32"
        },
        "whenCalculated": {
          "type": "string",
          "format": "date-time"
        },
        "standardDeviation": {
          "type": "number",
          "format": "double"
        },
        "beta": {
          "type": "number",
          "format": "double"
        },
        "alpha": {
          "type": "number",
          "format": "double"
        },
        "rSquared": {
          "type": "number",
          "format": "double"
        },
        "drawdown": {
          "type": "number",
          "format": "double"
        },
        "performance": {
          "type": "number",
          "format": "double"
        },
        "sharpe": {
          "type": "number",
          "format": "double"
        },
        "sortino": {
          "type": "number",
          "format": "double"
        },
        "treynor": {
          "type": "number",
          "format": "double"
        },
        "downsideCaptureRatio": {
          "type": "number",
          "format": "double"
        },
        "errorMessage": {
          "type": "string"
        }
      },
      "type": "object"
    },
    "OAS.DataModel.Portfolio.BondRate": {
      "required": [
        "id",
        "productId",
        "datedDate",
        "couponRate",
        "maturityDate",
        "isFederallyTaxable",
        "isStateTaxable",
        "isVariableRate",
        "isInDefault"
      ],
      "properties": {
        "id": {
          "type": "integer",
          "format": "int32"
        },
        "productId": {
          "type": "integer",
          "format": "int32"
        },
        "datedDate": {
          "type": "string",
          "format": "date-time"
        },
        "couponRate": {
          "type": "number",
          "format": "double"
        },
        "maturityDate": {
          "type": "string",
          "format": "date-time"
        },
        "alternateMaturityDate": {
          "type": "string",
          "format": "date-time"
        },
        "parValue": {
          "type": "number",
          "format": "double"
        },
        "paymentFrequency": {
          "type": "string",
          "enum": [
            "AtMaturity",
            "Monthly",
            "BiMonthly",
            "Quarterly",
            "Triannually",
            "Semiannually",
            "Annually",
            "Biennially"
          ]
        },
        "isCompounding": {
          "type": "boolean"
        },
        "editedDate": {
          "type": "string",
          "format": "date-time"
        },
        "editedBy": {
          "type": "string",
          "maxLength": 20,
          "minLength": 0
        },
        "createdDate": {
          "type": "string",
          "format": "date-time"
        },
        "createdBy": {
          "type": "string",
          "maxLength": 20,
          "minLength": 0
        },
        "issueDate": {
          "type": "string",
          "format": "date-time"
        },
        "interestAccrualDate": {
          "type": "string",
          "format": "date-time"
        },
        "isFederallyTaxable": {
          "type": "boolean"
        },
        "isStateTaxable": {
          "type": "boolean"
        },
        "stateId": {
          "type": "integer",
          "format": "int32"
        },
        "dayCount": {
          "type": "string",
          "enum": [
            "ThirtyThreeSixty",
            "ActualActual",
            "ActualThreeSixtyFive",
            "ActualThreeSixty",
            "ActualActualIsda"
          ]
        },
        "isVariableRate": {
          "type": "boolean"
        },
        "isInDefault": {
          "type": "boolean"
        },
        "callDate": {
          "type": "string",
          "format": "date-time"
        },
        "callPrice": {
          "type": "number",
          "format": "double"
        },
        "initialCouponDate": {
          "type": "string",
          "format": "date-time"
        },
        "isOID": {
          "type": "boolean"
        },
        "isAMT": {
          "type": "boolean"
        },
        "inDefaultDate": {
          "type": "string",
          "format": "date-time"
        },
        "state": {
          "$ref": "#/$defs/OAS.DataModel.Portfolio.State"
        }
      },
      "type": "object"
    },
    "OAS.DataModel.Portfolio.CorporateAction": {
      "required": [
        "id",
        "createdBy",
        "createdDate",
        "editedBy",
        "editedDate"
      ],
      "properties": {
        "id": {
          "type": "integer",
          "format": "int32"
        },
        "productId": {
          "type": "integer",
          "format": "int32"
        },
        "entryDate": {
          "type": "string",
          "format": "date-time"
        },
        "remarks": {
          "type": "string",
          "maxLength": 50,
          "minLength": 0
        },
        "notifyType": {
          "type": "string",
          "maxLength": 1,
          "minLength": 0
        },
        "notifyTypeUpdate": {
          "type": "string",
          "maxLength": 1,
          "minLength": 0
        },
        "recordStatus": {
          "type": "string",
          "maxLength": 1,
          "minLength": 0
        },
        "numOptions": {
          "type": "integer",
          "format": "int32",
          "maximum": 2147483647,
          "minimum": 0
        },
        "securityType": {
          "type": "string",
          "maxLength": 1,
          "minLength": 0
        },
        "effectiveDate": {
          "type": "string",
          "format": "date-time"
        },
        "cusip": {
          "type": "string"
        },
        "oldCusip": {
          "type": "string"
        },
        "ticker": {
          "type": "string"
        },
        "name": {
          "type": "string",
          "maxLength": 50,
          "minLength": 0
        },
        "oldName": {
          "type": "string",
          "maxLength": 50,
          "minLength": 0
        },
        "expireDate": {
          "type": "string",
          "format": "date-time"
        },
        "cash": {
          "type": "number",
          "format": "double"
        },
        "cashCode": {
          "type": "string",
          "maxLength": 1,
          "minLength": 0
        },
        "stateCode": {
          "type": "string",
          "maxLength": 2,
          "minLength": 0
        },
        "tenderAgent": {
          "type": "string",
          "maxLength": 4,
          "minLength": 0
        },
        "infoAgent": {
          "type": "string",
          "maxLength": 4,
          "minLength": 0
        },
        "maturityDate": {
          "type": "string",
          "format": "date-time"
        },
        "rate1": {
          "type": "number",
          "format": "double"
        },
        "rateCode": {
          "type": "string",
          "maxLength": 1,
          "minLength": 0
        },
        "rate2": {
          "type": "number",
          "format": "double"
        },
        "voluntaryMandatory": {
          "type": "string",
          "maxLength": 1,
          "minLength": 0
        },
        "dtc": {
          "type": "string",
          "maxLength": 1,
          "minLength": 0
        },
        "prorationRate": {
          "type": "string",
          "maxLength": 20,
          "minLength": 0
        },
        "prorationDate": {
          "type": "string",
          "format": "date-time"
        },
        "note": {
          "type": "string",
          "maxLength": 3000,
          "minLength": 0
        },
        "createdBy": {
          "type": "string",
          "maxLength": 40,
          "minLength": 0
        },
        "createdDate": {
          "type": "string",
          "format": "date-time"
        },
        "editedBy": {
          "type": "string",
          "maxLength": 40,
          "minLength": 0
        },
        "editedDate": {
          "type": "string",
          "format": "date-time"
        },
        "textNo": {
          "type": "integer",
          "format": "int32"
        },
        "dealNo": {
          "type": "integer",
          "format": "int32"
        },
        "costBasisFactor": {
          "type": "number",
          "format": "double"
        },
        "textNoUpdate": {
          "type": "integer",
          "format": "int32"
        },
        "fairMarketValue": {
          "type": "number",
          "format": "double"
        },
        "moreInfoUrl": {
          "type": "string",
          "maxLength": 2000,
          "minLength": 0
        },
        "product": {
          "$ref": "#/$defs/OAS.DataModel.Portfolio.ProductGlobal"
        },
        "processes": {
          "items": {
            "$ref": "#/$defs/OAS.DataModel.Confirm.CorpAction.CorpActionProcessing"
          },
          "type": "array"
        }
      },
      "type": "object"
    },
    "OAS.DataModel.Portfolio.DownloadSymbol": {
      "required": [
        "id",
        "symbol"
      ],
      "properties": {
        "id": {
          "type": "integer",
          "format": "int32"
        },
        "symbol": {
          "type": "string",
          "maxLength": 50,
          "minLength": 0
        },
        "productId": {
          "type": "integer",
          "format": "int32"
        },
        "isNASDAQPlatformSymbol": {
          "type": "boolean"
        },
        "audits": {
          "items": {
            "$ref": "#/$defs/OAS.DataModel.Portfolio.DownloadSymbolHistory"
          },
          "type": "array"
        }
      },
      "type": "object"
    },
    "OAS.DataModel.Portfolio.DownloadSymbolHistory": {
      "required": [
        "downloadSymbolId",
        "changeType"
      ],
      "properties": {
        "id": {
          "type": "integer",
          "format": "int32"
        },
        "downloadSymbolId": {
          "type": "integer",
          "format": "int32"
        },
        "changeType": {
          "type": "string",
          "maxLength": 1,
          "minLength": 0
        },
        "auditedByDisplay": {
          "type": "string"
        },
        "auditedDate": {
          "type": "string",
          "format": "date-time"
        }
      },
      "type": "object"
    },
    "OAS.DataModel.Portfolio.FundFamilyGlobal": {
      "required": [
        "id",
        "personalId",
        "isAnnuity",
        "isCanBeDownLoad",
        "isActive"
      ],
      "properties": {
        "id": {
          "type": "integer",
          "format": "int32"
        },
        "personalId": {
          "type": "integer",
          "format": "int32"
        },
        "isAnnuity": {
          "type": "boolean"
        },
        "isCanBeDownLoad": {
          "type": "boolean"
        },
        "oldGroup": {
          "type": "string",
          "maxLength": 5,
          "minLength": 0
        },
        "oldFFId": {
          "type": "integer",
          "format": "int32"
        },
        "persContactId": {
          "type": "integer",
          "format": "int32"
        },
        "persOverNTId": {
          "type": "integer",
          "format": "int32"
        },
        "speedDial": {
          "type": "string",
          "maxLength": 10,
          "minLength": 0
        },
        "tradeInstr": {
          "type": "string",
          "maxLength": 255,
          "minLength": 0
        },
        "isActive": {
          "type": "boolean"
        },
        "createdDate": {
          "type": "string",
          "format": "date-time"
        },
        "createdBy": {
          "type": "string",
          "maxLength": 20,
          "minLength": 0
        },
        "editedDate": {
          "type": "string",
          "format": "date-time"
        },
        "editedBy": {
          "type": "string",
          "maxLength": 20,
          "minLength": 0
        },
        "timestamp": {
          "type": "string",
          "format": "byte"
        },
        "vendor": {
          "type": "string",
          "maxLength": 50,
          "minLength": 0
        },
        "status": {
          "type": "string",
          "maxLength": 50,
          "minLength": 0
        },
        "restrictionNotes": {
          "type": "string",
          "maxLength": 500,
          "minLength": 0
        },
        "reregistrationNotes": {
          "type": "string",
          "maxLength": 500,
          "minLength": 0
        },
        "cstOperationHours": {
          "type": "string",
          "maxLength": 20,
          "minLength": 0
        },
        "isPhoneTrade": {
          "type": "boolean"
        },
        "isFaxTrade": {
          "type": "boolean"
        },
        "isUploadTrade": {
          "type": "boolean"
        },
        "isConfirmPhone": {
          "type": "boolean"
        },
        "isConfirmInternet": {
          "type": "boolean"
        },
        "isConfirmFundServ": {
          "type": "boolean"
        },
        "isConfirmAps": {
          "type": "boolean"
        },
        "isConfirmOther": {
          "type": "boolean"
        },
        "confirmNotes": {
          "type": "string",
          "maxLength": 500,
          "minLength": 0
        },
        "downloadMethod": {
          "type": "string",
          "maxLength": 10,
          "minLength": 0
        },
        "downloadNotes": {
          "type": "string",
          "maxLength": 500,
          "minLength": 0
        },
        "custFundServe": {
          "type": "string",
          "maxLength": 20,
          "minLength": 0
        },
        "directFundServe": {
          "type": "string",
          "maxLength": 20,
          "minLength": 0
        },
        "trader": {
          "type": "string",
          "maxLength": 20,
          "minLength": 0
        },
        "unitBalanceScale": {
          "type": "integer",
          "format": "int32"
        },
        "priceScale": {
          "type": "integer",
          "format": "int32"
        },
        "isAcctNumUnique": {
          "type": "boolean"
        },
        "isNetworkingEligible": {
          "type": "boolean"
        },
        "isShareClassSensitive": {
          "type": "boolean"
        },
        "sungardBrokerId": {
          "type": "integer",
          "format": "int32"
        },
        "personal": {
          "$ref": "#/$defs/OAS.DataModel.Portfolio.PersonalGlobal"
        }
      },
      "type": "object"
    },
    "OAS.DataModel.Portfolio.FundFamilyProduct": {
      "required": [
        "id",
        "productId",
        "fundFamilyId"
      ],
      "properties": {
        "id": {
          "type": "integer",
          "format": "int32"
        },
        "productId": {
          "type": "integer",
          "format": "int32"
        },
        "fundFamilyId": {
          "type": "integer",
          "format": "int32"
        },
        "product": {
          "$ref": "#/$defs/OAS.DataModel.Portfolio.ProductGlobal"
        },
        "fundFamily": {
          "$ref": "#/$defs/OAS.DataModel.Portfolio.FundFamilyGlobal"
        }
      },
      "type": "object"
    },
    "OAS.DataModel.Portfolio.PersonalGlobal": {
      "required": [
        "id",
        "lastName",
        "entityName",
        "entity",
        "isUSResident"
      ],
      "properties": {
        "id": {
          "type": "integer",
          "format": "int32"
        },
        "firstName": {
          "type": "string",
          "maxLength": 30,
          "minLength": 0
        },
        "lastName": {
          "type": "string",
          "maxLength": 255,
          "minLength": 0
        },
        "entityName": {
          "type": "string",
          "maxLength": 255,
          "minLength": 0
        },
        "address": {
          "$ref": "#/$defs/OAS.DataModel.ComplexTypes.Address"
        },
        "homePhone": {
          "$ref": "#/$defs/OAS.DataModel.ComplexTypes.FullPhoneNumber"
        },
        "businessPhone": {
          "$ref": "#/$defs/OAS.DataModel.ComplexTypes.FullPhoneNumber"
        },
        "mobilePhone": {
          "$ref": "#/$defs/OAS.DataModel.ComplexTypes.PhoneNumber"
        },
        "fax": {
          "$ref": "#/$defs/OAS.DataModel.ComplexTypes.FullPhoneNumber"
        },
        "otherPhone": {
          "$ref": "#/$defs/OAS.DataModel.ComplexTypes.FullPhoneNumber"
        },
        "pager": {
          "$ref": "#/$defs/OAS.DataModel.ComplexTypes.FullPhoneNumber"
        },
        "email": {
          "type": "string",
          "maxLength": 200,
          "minLength": 0
        },
        "webAddress": {
          "type": "string",
          "maxLength": 255,
          "minLength": 0
        },
        "salutation": {
          "type": "string",
          "maxLength": 50,
          "minLength": 0
        },
        "ssN_TaxID": {
          "type": "string",
          "maxLength": 15,
          "minLength": 0
        },
        "deceasedSSN_TaxID": {
          "type": "string",
          "maxLength": 15,
          "minLength": 0
        },
        "dob": {
          "type": "string",
          "maxLength": 20,
          "minLength": 0
        },
        "birthDate": {
          "readOnly": true,
          "type": "string",
          "format": "date-time"
        },
        "isSmoker": {
          "type": "boolean"
        },
        "gender": {
          "type": "string",
          "maxLength": 1,
          "minLength": 0
        },
        "marital": {
          "type": "string",
          "maxLength": 50,
          "minLength": 0
        },
        "prefix": {
          "type": "string",
          "maxLength": 50,
          "minLength": 0
        },
        "suffix": {
          "type": "string",
          "maxLength": 50,
          "minLength": 0
        },
        "entity": {
          "type": "string",
          "enum": [
            "Undefined",
            "Payee",
            "BrokerDealer",
            "Wholesaler",
            "Representative",
            "Client",
            "Registration",
            "Account",
            "Asset",
            "Product",
            "Transaction",
            "Distribution",
            "FundFamily",
            "Personal",
            "PayoutSchedule",
            "FeeSchedule",
            "Platform",
            "RIA",
            "Custodian",
            "Journal",
            "SWP",
            "Other",
            "NASD",
            "CashFunding",
            "Bill",
            "BillInstance",
            "BillMasterPayout",
            "Model",
            "NewAccountClient",
            "NewAccountReg",
            "DownloadExclusion",
            "Price",
            "UserDefinedFields",
            "NewAcctUserDef",
            "ManagersMessage",
            "IndexEntry",
            "PerformanceFee",
            "PerformancePayout",
            "NewAccountAsset",
            "Owner",
            "Administrator",
            "OutsideClient",
            "SubAdvisor",
            "ModelRange",
            "FaxCover",
            "Fax",
            "OneTimeDistribution",
            "WebLogin",
            "Plan401k",
            "BillAccountItem",
            "ThirdPartyAdministrator",
            "CrmContact",
            "Participant",
            "PlanSponsor",
            "CRMEmailList",
            "ThirdParty",
            "WorkflowItem",
            "WorkflowAction",
            "ServiceAccount",
            "EntityOption",
            "HouseholdMember",
            "DownloadSymbol",
            "IndexBlend",
            "NABenefit",
            "AggregateModel",
            "CompositeRange",
            "RepAccountManager",
            "ScriptsScrubs",
            "ServiceAccountBrokerDealer",
            "BusinessLine",
            "Blob",
            "AssetClass",
            "ServiceAccountLite",
            "NewAcctUserDefDtl",
            "Branch",
            "AssetLevelStrategy",
            "Report",
            "DataQueries",
            "PriceUnUsed",
            "ModelItem",
            "AssetCategory",
            "RiskCategory",
            "PlatformRange",
            "Dividend",
            "RegistrationType",
            "CustodianCommon",
            "RepState",
            "QpeDashboard",
            "ReportBatch",
            "ModelGroup",
            "ShareClass",
            "DownloadFile",
            "User",
            "DynamicGrouping",
            "ProductType",
            "ProductSubType",
            "InvestmentObjective",
            "PortfolioGroup",
            "OrionRealizedLot",
            "OrionUnrealizedLot",
            "CustodianRealizedLot",
            "CustodianUnrealizedLot",
            "AssetCategoryParent",
            "TaxType",
            "AuditRequest",
            "AuditReq

# --- truncated at 32 KB (57 KB total) ---
# Full source: https://artifacts.apis.io/orion-advisor-solutions/json-schema/orion-advisor-solutions-oas-data-model-confirm-corp-action-corp-action-processing-schema.json

Work with this as data

Every JSON Schema here is available over the APIs.io API and to AI agents over MCP.

MCP server

One button, every client — Claude, Cursor, VS Code and the rest.

https://apis.io/mcp

Tools for schemas

4 MCP tools reach this
  • find_json_schemasBrowse and filter every JSON Schema in the catalog.
  • apis_io_searchSTART HERE — APIs, providers and tags for one query, each with its total.
  • resolveTurn a domain, URL or GitHub org into the provider it belongs to.
  • find_cohortsEvery scored population of providers in the catalog.
All 92 tools →

Call it yourself

curl for this page
This JSON Schema
curl "https://apis.io/api/v1/json-schemas/orion-advisor-solutions-oas-data-model-confirm-corp-action-corp-action-processing"
All schemas
curl "https://apis.io/api/v1/json-schemas?limit=25"

Calls without X-API-Key need no key. Calls with it need a paid plan — get a key.

Get an API key

Free tier, no form to fill in. Signing in shares your email address with us — we store it to create your key and to recognise you if you sign in with another provider. See our Privacy Policy and Terms.

A second provider on the same verified email joins the account you already have.