Orion Advisor Solutions · Schema

OAS.WebApi.DTO.Confirm.DownloadFormatSourceDefaultDto

Wealth ManagementFintechFinancial Advisorsportfolio-accountingtrading-rebalancingFinancial PlanningBillingReportingRisk ManagementRIA-technology

Properties

Name Type Description
downloadFormatId integer
downloadDescription string
custodianCommonCode string
serviceTeamReconId integer
serviceTeamMemberId integer
newAccounts string
reconTargetTime string
note string
transmitMethod string
url string
filePattern string
altFilePattern string
patternMatchType string
zipPassword string
userId string
password string
transPercTolerance number
transDaysTolerance integer
cashCusip string
deleteSourceFile boolean
registrationBaseNumber integer
positionOnlyReconcile string
dailyAccrualTolerance number
useReversal boolean
ignoreRepVerify boolean
isAutoHouseholding boolean
noOrionPriceCopy boolean
newAccountCenterSuppression boolean
isFixSmallBalance boolean
isDividendTransactionCombination boolean
alwaysCreateNewRegistration boolean
namePercentMatch number
positionPercentMatch number
transactionPercentMatch number
comparePositionValue boolean
runAssetValueComparison boolean
isSourceExclusionCB boolean
isSourceExclusionTran boolean
isUnVerifiedSells boolean
allowPriceZero boolean
allowAcctCodeMatch boolean
allowAcctCodeMatchWOZero boolean
allowSecondaryAcctCodeMatch boolean
allowPriceImport boolean
allowNameImport boolean
allowPositionImport boolean
allowTransactionImport boolean
allowSecurityImport boolean
allowCorpActionImport boolean
allowDivImport boolean
allowBeneficiaryImport boolean
allowSystematicImport boolean
allowRMDImport boolean
allowBankingImport boolean
allowTranDetailImport boolean
allowGenericImport boolean
allowCostBasisImport boolean
isActive boolean
downloadSourceOptionJSON string
autoCreateStartingValues boolean
archiveFiles boolean
underReview boolean
isOrionEnterpriseEnabled boolean
allowDuplicateAssets boolean
allowProperName boolean
removeSettleDateTrades boolean
principalAndIncome boolean
createTransactionInPendingStatus boolean
hasSftpKey boolean
isSshEnabled boolean
editedDate string
editedBy string
createdDate string
createdBy string
downloadFormatSubTypeId integer
downloadFormatSubTypeName string
schedules array
View JSON Schema on GitHub

JSON Schema

orion-advisor-solutions-oas-web-api-dto-confirm-download-format-source-default-dto-schema.json Raw ↑ 
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "https://artifacts.apis.io/orion-advisor-solutions/json-schema/orion-advisor-solutions-oas-web-api-dto-confirm-download-format-source-default-dto-schema.json",
  "title": "OAS.WebApi.DTO.Confirm.DownloadFormatSourceDefaultDto",
  "x-generated": "2026-11-11",
  "x-method": "derived",
  "x-generator": "derive-json-schema.py",
  "x-source": "openapi/orion-advisor-solutions-confirm-downloadformatsourcedefault-api-openapi.yml#/components/schemas/OAS.WebApi.DTO.Confirm.DownloadFormatSourceDefaultDto",
  "properties": {
    "downloadFormatId": {
      "type": "integer",
      "format": "int32"
    },
    "downloadDescription": {
      "type": "string"
    },
    "custodianCommonCode": {
      "type": "string"
    },
    "serviceTeamReconId": {
      "type": "integer",
      "format": "int32"
    },
    "serviceTeamMemberId": {
      "type": "integer",
      "format": "int32"
    },
    "newAccounts": {
      "type": "string",
      "enum": [
        "Default",
        "DoNotCreate",
        "Create",
        "AutoExclude"
      ]
    },
    "reconTargetTime": {
      "type": "string",
      "format": "date-time"
    },
    "note": {
      "type": "string"
    },
    "transmitMethod": {
      "type": "string",
      "enum": [
        "Empty",
        "None",
        "FTP",
        "DSTHTTP",
        "Network",
        "SFTP",
        "FTPS",
        "HTTPS",
        "S3"
      ]
    },
    "url": {
      "type": "string"
    },
    "filePattern": {
      "type": "string"
    },
    "altFilePattern": {
      "type": "string"
    },
    "patternMatchType": {
      "type": "string",
      "enum": [
        "Included",
        "Excluded"
      ]
    },
    "zipPassword": {
      "type": "string"
    },
    "userId": {
      "type": "string"
    },
    "password": {
      "type": "string"
    },
    "transPercTolerance": {
      "type": "number",
      "format": "double"
    },
    "transDaysTolerance": {
      "type": "integer",
      "format": "int32"
    },
    "cashCusip": {
      "type": "string"
    },
    "deleteSourceFile": {
      "type": "boolean"
    },
    "registrationBaseNumber": {
      "type": "integer",
      "format": "int32"
    },
    "positionOnlyReconcile": {
      "type": "string",
      "enum": [
        "No",
        "Yes",
        "EnabledAccountsOnly",
        "AIP",
        "EnabledAccountsOnlyAIP",
        "EnabledAccountsOnlyHAA",
        "HAA"
      ]
    },
    "dailyAccrualTolerance": {
      "type": "number",
      "format": "double"
    },
    "useReversal": {
      "type": "boolean"
    },
    "ignoreRepVerify": {
      "type": "boolean"
    },
    "isAutoHouseholding": {
      "type": "boolean"
    },
    "noOrionPriceCopy": {
      "type": "boolean"
    },
    "newAccountCenterSuppression": {
      "type": "boolean"
    },
    "isFixSmallBalance": {
      "type": "boolean"
    },
    "isDividendTransactionCombination": {
      "type": "boolean"
    },
    "alwaysCreateNewRegistration": {
      "type": "boolean"
    },
    "namePercentMatch": {
      "type": "number",
      "format": "double"
    },
    "positionPercentMatch": {
      "type": "number",
      "format": "double"
    },
    "transactionPercentMatch": {
      "type": "number",
      "format": "double"
    },
    "comparePositionValue": {
      "type": "boolean"
    },
    "runAssetValueComparison": {
      "type": "boolean"
    },
    "isSourceExclusionCB": {
      "type": "boolean"
    },
    "isSourceExclusionTran": {
      "type": "boolean"
    },
    "isUnVerifiedSells": {
      "type": "boolean"
    },
    "allowPriceZero": {
      "type": "boolean"
    },
    "allowAcctCodeMatch": {
      "type": "boolean"
    },
    "allowAcctCodeMatchWOZero": {
      "type": "boolean"
    },
    "allowSecondaryAcctCodeMatch": {
      "type": "boolean"
    },
    "allowPriceImport": {
      "type": "boolean"
    },
    "allowNameImport": {
      "type": "boolean"
    },
    "allowPositionImport": {
      "type": "boolean"
    },
    "allowTransactionImport": {
      "type": "boolean"
    },
    "allowSecurityImport": {
      "type": "boolean"
    },
    "allowCorpActionImport": {
      "type": "boolean"
    },
    "allowDivImport": {
      "type": "boolean"
    },
    "allowBeneficiaryImport": {
      "type": "boolean"
    },
    "allowSystematicImport": {
      "type": "boolean"
    },
    "allowRMDImport": {
      "type": "boolean"
    },
    "allowBankingImport": {
      "type": "boolean"
    },
    "allowTranDetailImport": {
      "type": "boolean"
    },
    "allowGenericImport": {
      "type": "boolean"
    },
    "allowCostBasisImport": {
      "type": "boolean"
    },
    "isActive": {
      "type": "boolean"
    },
    "downloadSourceOptionJSON": {
      "type": "string"
    },
    "autoCreateStartingValues": {
      "type": "boolean"
    },
    "archiveFiles": {
      "type": "boolean"
    },
    "underReview": {
      "type": "boolean"
    },
    "isOrionEnterpriseEnabled": {
      "type": "boolean"
    },
    "allowDuplicateAssets": {
      "type": "boolean"
    },
    "allowProperName": {
      "type": "boolean"
    },
    "removeSettleDateTrades": {
      "type": "boolean"
    },
    "principalAndIncome": {
      "type": "boolean"
    },
    "createTransactionInPendingStatus": {
      "type": "boolean"
    },
    "hasSftpKey": {
      "readOnly": true,
      "type": "boolean"
    },
    "isSshEnabled": {
      "type": "boolean"
    },
    "editedDate": {
      "type": "string",
      "format": "date-time"
    },
    "editedBy": {
      "type": "string"
    },
    "createdDate": {
      "type": "string",
      "format": "date-time"
    },
    "createdBy": {
      "type": "string"
    },
    "downloadFormatSubTypeId": {
      "type": "integer",
      "format": "int32"
    },
    "downloadFormatSubTypeName": {
      "type": "string"
    },
    "schedules": {
      "items": {
        "$ref": "#/$defs/OAS.WebApi.DTO.Confirm.DownloadSubFormatSourceScheduleDefaultDto"
      },
      "type": "array"
    }
  },
  "type": "object",
  "$defs": {
    "OAS.WebApi.DTO.Confirm.DownloadSubFormatSourceScheduleDefaultDto": {
      "properties": {
        "id": {
          "type": "integer",
          "format": "int32"
        },
        "downloadFormatId": {
          "type": "integer",
          "format": "int32"
        },
        "downloadFormatSubTypeId": {
          "type": "integer",
          "format": "int32"
        },
        "scheduledTime": {
          "type": "string"
        },
        "scheduleConfiguration": {
          "type": "string"
        },
        "active": {
          "type": "boolean"
        }
      },
      "type": "object"
    }
  }
}

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