Orion Advisor Solutions · Schema
OAS.DataModel.Confirm.PlanningPosition
Wealth ManagementFintechFinancial Advisorsportfolio-accountingtrading-rebalancingFinancial PlanningBillingReportingRisk ManagementRIA-technology
Properties
| Name | Type | Description |
|---|---|---|
| id | integer | |
| downloadFileId | integer | |
| cusip | string | |
| ticker | string | |
| acctCode | string | |
| unitBalance | number | |
| price | number | |
| effectiveDate | string | |
| fileAssetValue | number | |
| credentialId | string | |
| holdingName | string | |
| holdingType | string |
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-position-schema.json",
"title": "OAS.DataModel.Confirm.PlanningPosition",
"x-generated": "2026-11-11",
"x-method": "derived",
"x-generator": "derive-json-schema.py",
"x-source": "openapi/orion-advisor-solutions-aggregator-holdings-api-openapi.yml#/components/schemas/OAS.DataModel.Confirm.PlanningPosition",
"required": [
"id"
],
"properties": {
"id": {
"type": "integer",
"format": "int32"
},
"downloadFileId": {
"type": "integer",
"format": "int32"
},
"cusip": {
"type": "string",
"maxLength": 50,
"minLength": 0
},
"ticker": {
"type": "string",
"maxLength": 50,
"minLength": 0
},
"acctCode": {
"type": "string",
"maxLength": 500,
"minLength": 0
},
"unitBalance": {
"type": "number",
"format": "double"
},
"price": {
"type": "number",
"format": "double"
},
"effectiveDate": {
"type": "string",
"format": "date-time"
},
"fileAssetValue": {
"type": "number",
"format": "double"
},
"credentialId": {
"type": "string",
"maxLength": 100,
"minLength": 0
},
"holdingName": {
"type": "string",
"maxLength": 50,
"minLength": 0
},
"holdingType": {
"type": "string",
"maxLength": 50,
"minLength": 0
}
},
"type": "object"
}
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