Orion Advisor Solutions · Schema

OAS.WebApi.DTO.Compliance.AuditTestTemplateDto

Wealth ManagementFintechFinancial Advisorsportfolio-accountingtrading-rebalancingFinancial PlanningBillingReportingRisk ManagementRIA-technology

Properties

Name	Type	Description
id	integer
description	string
category	object
comment	string
alClientId	integer
clientName	string
customReportId	integer
parameters	object
entity	string
exclusionInfo	object
frequency	string
frequencyInfo	object
isAlert	boolean
thisDatabaseOnly	boolean
customReportTitle	string
customReportDescription	string
customReportEntity	string
canEdit	boolean
categoryDescription	string
isDefault	boolean
canActivate	boolean

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-web-api-dto-compliance-audit-test-template-dto-schema.json",
  "title": "OAS.WebApi.DTO.Compliance.AuditTestTemplateDto",
  "x-generated": "2026-11-11",
  "x-method": "derived",
  "x-generator": "derive-json-schema.py",
  "x-source": "openapi/orion-advisor-solutions-compliance-audittests-api-openapi.yml#/components/schemas/OAS.WebApi.DTO.Compliance.AuditTestTemplateDto",
  "properties": {
    "id": {
      "type": "integer",
      "format": "int32"
    },
    "description": {
      "type": "string"
    },
    "category": {
      "$ref": "#/$defs/OAS.WebApi.DTO.Compliance.AuditTestCategoryDto"
    },
    "comment": {
      "type": "string"
    },
    "alClientId": {
      "type": "integer",
      "format": "int32"
    },
    "clientName": {
      "type": "string"
    },
    "customReportId": {
      "type": "integer",
      "format": "int32"
    },
    "parameters": {
      "$ref": "#/$defs/OAS.WebApi.DTO.Reporting.Custom.CustomReportPromptArrayWithErrorDataDto"
    },
    "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",
        "AuditRequestLetter",
        "ManagedUnmanaged",
        "AuditRowAttachment",
        "InformPolicy",
        "InformAnswerAttachment",
        "UserDetail",
        "BillPayMethod",
        "ModelInclusion",
        "CommunityModel",
        "EclipseModel",
        "Global",
        "ClientCategory",
        "Taxability",
        "Qualified",
        "TaxID",
        "BondState",
        "ProductTaxability",
        "TargetAllocation",
        "RIATable",
        "ProductRegion",
        "ProductPropertyType",
        "ProductManagerAip",
        "MoodyRating",
        "SPRating",
        "BondMaturityYear",
        "InterestRate",
        "RegistrationTaxType",
        "MaturityPeriod",
        "NewHousehold",
        "BillPayoutDashboardPayment",
        "OptionLevel",
        "MarginAgreement",
        "PrimeBrokerage",
        "InformHistoricalDocument",
        "SleeveStrategyAggregate",
        "MorningstarSector",
        "BillEntity",
        "SleeveStrategy",
        "MorningstarGeography",
        "GenericProspect",
        "BillEntityType",
        "AdditionalRep",
        "BillPayoutReport",
        "ProductSubHolding",
        "DownloadSource",
        "ModelVsActual",
        "ProductVintageYear",
        "EclipsePortfolio",
        "Country",
        "Currency",
        "SecurityClassification1",
        "SecurityClassification2",
        "SecurityClassification3",
        "SecurityClassification4",
        "SecurityClassification5",
        "SecurityClassification6",
        "SecurityClassification7",
        "SecurityClassification8",
        "SecurityClassification9",
        "SecurityClassification10",
        "SecurityClassification11",
        "SecurityClassification12",
        "SecurityClassification13",
        "SecurityClassification14",
        "SecurityClassification15",
        "SecurityClassification16",
        "SecurityClassification17",
        "SecurityClassification18",
        "SecurityClassification19",
        "SecurityClassification20",
        "SecurityClassification21",
        "SecurityClassification22",
        "SecurityClassification23",
        "SecurityClassification24",
        "SecurityClassification25",
        "DownloadRecord",
        "CustomGrouping",
        "Cotenant",
        "AllocatedUnrealizedCostBasis",
        "AllocatedRealizedCostBasis"
      ]
    },
    "exclusionInfo": {
      "$ref": "#/$defs/OAS.WebApi.DTO.Compliance.AuditTestExclusionDto"
    },
    "frequency": {
      "type": "string",
      "enum": [
        "Daily",
        "Weekly",
        "Monthly",
        "Once"
      ]
    },
    "frequencyInfo": {
      "$ref": "#/$defs/OAS.WebApi.DTO.Reporting.Custom.CustomReportScheduleFrequencyDto"
    },
    "isAlert": {
      "type": "boolean"
    },
    "thisDatabaseOnly": {
      "type": "boolean"
    },
    "customReportTitle": {
      "type": "string"
    },
    "customReportDescription": {
      "type": "string"
    },
    "customReportEntity": {
      "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",
        "AuditRequestLetter",
        "ManagedUnmanaged",
        "AuditRowAttachment",
        "InformPolicy",
        "InformAnswerAttachment",
        "UserDetail",
        "BillPayMethod",
        "ModelInclusion",
        "CommunityModel",
        "EclipseModel",
        "Global",
        "ClientCategory",
        "Taxability",
        "Qualified",
        "TaxID",
        "BondState",
        "ProductTaxability",
        "TargetAllocation",
        "RIATable",
        "ProductRegion",
        "ProductPropertyType",
        "ProductManagerAip",
        "MoodyRating",
        "SPRating",
        "BondMaturityYear",
        "InterestRate",
        "RegistrationTaxType",
        "MaturityPeriod",
        "NewHousehold",
        "BillPayoutDashboardPayment",
        "OptionLevel",
        "MarginAgreement",
        "PrimeBrokerage",
        "InformHistoricalDocument",
        "SleeveStrategyAggregate",
        "MorningstarSector",
        "BillEntity",
        "SleeveStrategy",
        "MorningstarGeography",
        "GenericProspect",
        "BillEntityType",
        "AdditionalRep",
        "BillPayoutReport",
        "ProductSubHolding",
        "DownloadSource",
        "ModelVsActual",
        "ProductVintageYear",
        "EclipsePortfolio",
        "Country",
        "Currency",
        "SecurityClassification1",
        "SecurityClassification2",
        "SecurityClassification3",
        "SecurityClassification4",
        "SecurityClassification5",
        "SecurityClassification6",
        "SecurityClassification7",
        "SecurityClassification8",
        "SecurityClassification9",
        "SecurityClassification10",
        "SecurityClassification11",
        "SecurityClassification12",
        "SecurityClassification13",
        "SecurityClassification14",
        "SecurityClassification15",
        "SecurityClassification16",
        "SecurityClassification17",
        "SecurityClassification18",
        "SecurityClassification19",
        "SecurityClassification20",
        "SecurityClassification21",
        "SecurityClassification22",
        "SecurityClassification23",
        "SecurityClassification24",
        "SecurityClassification25",
        "DownloadRecord",
        "CustomGrouping",
        "Cotenant",
        "AllocatedUnrealizedCostBasis",
        "AllocatedRealizedCostBasis"
      ]
    },
    "canEdit": {
      "type": "boolean"
    },
    "categoryDescription": {
      "readOnly": true,
      "type": "string"
    },
    "isDefault": {
      "type": "boolean"
    },
    "canActivate": {
      "type": "boolean"
    }
  },
  "type": "object",
  "$defs": {
    "OAS.WebApi.DTO.Compliance.AuditTestCategoryDto": {
      "properties": {
        "id": {
          "type": "integer",
          "format": "int32"
        },
        "description": {
          "type": "string"
        },
        "alClientId": {
          "type": "integer",
          "format": "int32"
        },
        "templateCount": {
          "type": "integer",
          "format": "int32"
        },
        "scheduleCount": {
          "type": "integer",
          "format": "int32"
        },
        "resultCount": {
          "type": "integer",
          "format": "int32"
        },
        "inactive": {
          "type": "boolean"
        }
      },
      "type": "object"
    },
    "OAS.WebApi.DTO.Compliance.AuditTestExclusionDto": {
      "properties": {
        "type": {
          "type": "string",
          "enum": [
            "None",
            "Households",
            "Registrations",
            "Accounts",
            "Transactions",
            "Assest"
          ]
        },
        "rangeType": {
          "type": "string",
          "enum": [
            "Always",
            "Days",
            "Weeks",
            "Months",
            "Years"
          ]
        },
        "rangeNumber": {
          "type": "integer",
          "format": "int32"
        }
      },
      "type": "object"
    },
    "OAS.WebApi.DTO.Reporting.Custom.CustomReportPromptArrayWithErrorDataDto": {
      "properties": {
        "prompts": {
          "items": {
            "$ref": "#/$defs/OAS.WebApi.DTO.Reporting.Custom.CustomReportPromptFullDto"
          },
          "type": "array"
        },
        "isValid": {
          "type": "boolean"
        },
        "errorMessage": {
          "type": "string"
        },
        "databaseIdList": {
          "items": {
            "type": "integer",
            "format": "int32"
          },
          "type": "array"
        },
        "fileFormat": {
          "type": "string",
          "enum": [
            "Csv",
            "Xls",
            "Xlsx",
            "Psv"
          ]
        },
        "fileName": {
          "type": "string"
        },
        "displayName": {
          "type": "string"
        },
        "dynamicDateFormat": {
          "type": "string"
        }
      },
      "type": "object"
    },
    "OAS.WebApi.DTO.Reporting.Custom.CustomReportPromptFullDto": {
      "properties": {
        "customReportId": {
          "type": "integer",
          "format": "int32"
        },
        "id": {
          "type": "integer",
          "format": "int32"
        },
        "code": {
          "type": "string"
        },
        "prompt": {
          "type": "string"
        },
        "promptDescription": {
          "type": "string"
        },
        "promptType": {
          "type": "string",
          "enum": [
            "None",
            "Text",
            "Numeric",
            "Date",
            "Dynamic Group"
          ]
        },
        "defaultValue": {
          "type": "string"
        },
        "isPromptUser": {
          "type": "boolean"
        },
        "sortOrder": {
          "type": "integer",
          "format": "int32"
        }
      },
      "type": "object"
    },
    "OAS.WebApi.DTO.Reporting.Custom.CustomReportScheduleFrequencyDto": {
      "properties": {
        "interval": {
          "$ref": "#/$defs/OAS.WebApi.DTO.Reporting.Custom.Frequency.CustomReportScheduleFrequencyIntervalDto"
        },
        "startDate": {
          "type": "string",
          "format": "date-time"
        },
        "endDate": {
          "type": "string",
          "format": "date-time"
        },
        "timeOfDay": {
          "type": "string",
          "format": "date-time"
        },
        "isValid": {
          "type": "boolean"
        },
        "errorMessage": {
          "type": "string"
        }
      },
      "type": "object"
    },
    "OAS.WebApi.DTO.Reporting.Custom.Frequency.CustomReportScheduleFrequencyIntervalDto": {
      "properties": {},
      "type": "object"
    }
  }
}

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