Orion Advisor Solutions · Schema

OAS.WebApi.DTO.Compliance.InformHoldingForBccDto

Wealth ManagementFintechFinancial Advisorsportfolio-accountingtrading-rebalancingFinancial PlanningBillingReportingRisk ManagementRIA-technology

Properties

Name	Type	Description
transactionId	integer
accessPersonId	integer
informBrokerageAccountId	integer
price	number
quantity	number
holdingAmount	number
asOfDate	string
productId	integer
productType	string
sourceProductType	string
productName	string
cusip	string
ticker	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-web-api-dto-compliance-inform-holding-for-bcc-dto-schema.json",
  "title": "OAS.WebApi.DTO.Compliance.InformHoldingForBccDto",
  "x-generated": "2026-11-11",
  "x-method": "derived",
  "x-generator": "derive-json-schema.py",
  "x-source": "openapi/orion-advisor-solutions-compliance-bcc-api-openapi.yml#/components/schemas/OAS.WebApi.DTO.Compliance.InformHoldingForBccDto",
  "properties": {
    "transactionId": {
      "type": "integer",
      "format": "int32"
    },
    "accessPersonId": {
      "type": "integer",
      "format": "int32"
    },
    "informBrokerageAccountId": {
      "type": "integer",
      "format": "int32"
    },
    "price": {
      "type": "number",
      "format": "double"
    },
    "quantity": {
      "type": "number",
      "format": "double"
    },
    "holdingAmount": {
      "type": "number",
      "format": "double"
    },
    "asOfDate": {
      "type": "string",
      "format": "date-time"
    },
    "productId": {
      "type": "integer",
      "format": "int32"
    },
    "productType": {
      "type": "string",
      "enum": [
        "None",
        "MutualFund",
        "Annuity",
        "AdvisorOne",
        "StockOrETF",
        "Option",
        "Bond",
        "Unknown",
        "CD",
        "Index"
      ]
    },
    "sourceProductType": {
      "type": "string"
    },
    "productName": {
      "type": "string"
    },
    "cusip": {
      "type": "string"
    },
    "ticker": {
      "type": "string"
    }
  },
  "type": "object"
}

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