Orion Advisor Solutions · Schema

OAS.DataProcess.DTO.Compliance.ADVConsolidatedDetailDto

Wealth ManagementFintechFinancial Advisorsportfolio-accountingtrading-rebalancingFinancial PlanningBillingReportingRisk ManagementRIA-technology

Properties

Name	Type	Description
databaseId	integer
database	string
asOfDate	string
pkClient	integer
clientName	string
pkRegistration	integer
registrationName	string
pkAccount	integer
isActive	boolean
isSleeveAccount	boolean
sma	boolean
fkRep	integer
representative	string
fkPlatform	integer
managementStyle	string
fkRia	integer
ria	string
fkCustodian	integer
custodian	string
fkClientCat	integer
clientCategory	string
fkRegistrationType	integer
registrationType	string
fkBrokerDealer	integer
brokerDealer	string
fkSubAdvisor	integer
subAdvisor	string
fkBusinessLine	integer
businessLine	string
fkAdvCustodyType	integer
custodyTypeName	string
fkModelAgg	integer
aggregationName	string
discretionary	string
accountStatus	string
isAdvReportable	boolean
isWrapManaged	boolean
isWrapSponsored	boolean
aum	number
smA_AUM	number
accruedInterest	number
advClientCategory	string
generatedAt	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-process-dto-compliance-advconsolidated-detail-dto-schema.json",
  "title": "OAS.DataProcess.DTO.Compliance.ADVConsolidatedDetailDto",
  "x-generated": "2026-11-11",
  "x-method": "derived",
  "x-generator": "derive-json-schema.py",
  "x-source": "openapi/orion-advisor-solutions-compliance-disclose-api-openapi.yml#/components/schemas/OAS.DataProcess.DTO.Compliance.ADVConsolidatedDetailDto",
  "properties": {
    "databaseId": {
      "type": "integer",
      "format": "int32"
    },
    "database": {
      "type": "string"
    },
    "asOfDate": {
      "type": "string",
      "format": "date-time"
    },
    "pkClient": {
      "type": "integer",
      "format": "int32"
    },
    "clientName": {
      "type": "string"
    },
    "pkRegistration": {
      "type": "integer",
      "format": "int32"
    },
    "registrationName": {
      "type": "string"
    },
    "pkAccount": {
      "type": "integer",
      "format": "int32"
    },
    "isActive": {
      "type": "boolean"
    },
    "isSleeveAccount": {
      "type": "boolean"
    },
    "sma": {
      "type": "boolean"
    },
    "fkRep": {
      "type": "integer",
      "format": "int32"
    },
    "representative": {
      "type": "string"
    },
    "fkPlatform": {
      "type": "integer",
      "format": "int32"
    },
    "managementStyle": {
      "type": "string"
    },
    "fkRia": {
      "type": "integer",
      "format": "int32"
    },
    "ria": {
      "type": "string"
    },
    "fkCustodian": {
      "type": "integer",
      "format": "int32"
    },
    "custodian": {
      "type": "string"
    },
    "fkClientCat": {
      "type": "integer",
      "format": "int32"
    },
    "clientCategory": {
      "type": "string"
    },
    "fkRegistrationType": {
      "type": "integer",
      "format": "int32"
    },
    "registrationType": {
      "type": "string"
    },
    "fkBrokerDealer": {
      "type": "integer",
      "format": "int32"
    },
    "brokerDealer": {
      "type": "string"
    },
    "fkSubAdvisor": {
      "type": "integer",
      "format": "int32"
    },
    "subAdvisor": {
      "type": "string"
    },
    "fkBusinessLine": {
      "type": "integer",
      "format": "int32"
    },
    "businessLine": {
      "type": "string"
    },
    "fkAdvCustodyType": {
      "type": "integer",
      "format": "int32"
    },
    "custodyTypeName": {
      "type": "string"
    },
    "fkModelAgg": {
      "type": "integer",
      "format": "int32"
    },
    "aggregationName": {
      "type": "string"
    },
    "discretionary": {
      "type": "string"
    },
    "accountStatus": {
      "type": "string"
    },
    "isAdvReportable": {
      "type": "boolean"
    },
    "isWrapManaged": {
      "type": "boolean"
    },
    "isWrapSponsored": {
      "type": "boolean"
    },
    "aum": {
      "type": "number",
      "format": "double"
    },
    "smA_AUM": {
      "type": "number",
      "format": "double"
    },
    "accruedInterest": {
      "type": "number",
      "format": "double"
    },
    "advClientCategory": {
      "type": "string"
    },
    "generatedAt": {
      "type": "string",
      "format": "date-time"
    }
  },
  "type": "object"
}

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