Orion Advisor Solutions · Schema

OAS.DataModel.Confirm.PlanningName

Wealth ManagementFintechFinancial Advisorsportfolio-accountingtrading-rebalancingFinancial PlanningBillingReportingRisk ManagementRIA-technology

Properties

Name	Type	Description
id	integer
acctCode	string
accountType	string
accountNumberDisplay	string
description	string
nickname	string
productName	string
status	string
lineOfBusiness	string
balanceType	string
interestRate	number
interestRateType	string
interstRateAsOf	string
lastActivityDate	string
currentBalance	number
availableBalance	number
balanceAsOf	string
fiAttributes	string
currencyCode	string
ocAccountNum	string
credentialId	string

View JSON Schema on GitHub

JSON Schema

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "https://artifacts.apis.io/orion-advisor-solutions/json-schema/orion-advisor-solutions-oas-data-model-confirm-planning-name-schema.json",
  "title": "OAS.DataModel.Confirm.PlanningName",
  "x-generated": "2026-11-11",
  "x-method": "derived",
  "x-generator": "derive-json-schema.py",
  "x-source": "openapi/orion-advisor-solutions-aggregator-accounts-api-openapi.yml#/components/schemas/OAS.DataModel.Confirm.PlanningName",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "integer",
      "format": "int32"
    },
    "acctCode": {
      "type": "string",
      "maxLength": 500,
      "minLength": 0
    },
    "accountType": {
      "type": "string",
      "maxLength": 50,
      "minLength": 0
    },
    "accountNumberDisplay": {
      "type": "string",
      "maxLength": 50,
      "minLength": 0
    },
    "description": {
      "type": "string",
      "maxLength": 500,
      "minLength": 0
    },
    "nickname": {
      "type": "string",
      "maxLength": 500,
      "minLength": 0
    },
    "productName": {
      "type": "string",
      "maxLength": 500,
      "minLength": 0
    },
    "status": {
      "type": "string",
      "maxLength": 50,
      "minLength": 0
    },
    "lineOfBusiness": {
      "type": "string",
      "maxLength": 500,
      "minLength": 0
    },
    "balanceType": {
      "type": "string",
      "maxLength": 50,
      "minLength": 0
    },
    "interestRate": {
      "type": "number",
      "format": "double"
    },
    "interestRateType": {
      "type": "string",
      "maxLength": 50,
      "minLength": 0
    },
    "interstRateAsOf": {
      "type": "string",
      "format": "date-time"
    },
    "lastActivityDate": {
      "type": "string",
      "format": "date-time"
    },
    "currentBalance": {
      "type": "number",
      "format": "double"
    },
    "availableBalance": {
      "type": "number",
      "format": "double"
    },
    "balanceAsOf": {
      "type": "string",
      "format": "date-time"
    },
    "fiAttributes": {
      "type": "string"
    },
    "currencyCode": {
      "type": "string",
      "maxLength": 50,
      "minLength": 0
    },
    "ocAccountNum": {
      "type": "string",
      "maxLength": 64,
      "minLength": 0
    },
    "credentialId": {
      "type": "string",
      "maxLength": 100,
      "minLength": 0
    }
  },
  "type": "object"
}

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