Orion Advisor Solutions · Schema
OAS.WebApi.DTO.Portfolio.RelatedHouseholdValidationDto
Wealth ManagementFintechFinancial Advisorsportfolio-accountingtrading-rebalancingFinancial PlanningBillingReportingRisk ManagementRIA-technology
Properties
| Name | Type | Description |
|---|---|---|
| isValid | boolean | |
| validationMessage | string | |
| warningMessage | string | |
| id | integer | |
| name | string | |
| globalId | string | |
| isDataSharingEntity | boolean | |
| billing | object | |
| recurringAdjustments | array | |
| feePayingAccounts | array | |
| tieredFeeAccounts | array | |
| householdBills | array | |
| financialPlanningFee | object | |
| portfolio | object | |
| householdMembers | array | |
| notes | array | |
| documents | array | |
| additionalAccounts | array | |
| suitability | object | |
| userDefinedFields | array | |
| entityOptions | array | |
| targetAllocations | array | |
| creditCard | object | |
| assetExclusions | array | |
| portfolioGroups | array | |
| appLinks | array | |
| additionalRepresentatives | array | |
| clientRepAdditional | object |
JSON Schema
orion-advisor-solutions-oas-web-api-dto-portfolio-related-household-validation-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-portfolio-related-household-validation-dto-schema.json",
"title": "OAS.WebApi.DTO.Portfolio.RelatedHouseholdValidationDto",
"x-generated": "2026-11-11",
"x-method": "derived",
"x-generator": "derive-json-schema.py",
"x-source": "openapi/orion-advisor-solutions-billing-validateimport-api-openapi.yml#/components/schemas/OAS.WebApi.DTO.Portfolio.RelatedHouseholdValidationDto",
"properties": {
"isValid": {
"type": "boolean"
},
"validationMessage": {
"type": "string"
},
"warningMessage": {
"type": "string"
},
"id": {
"type": "integer",
"format": "int32"
},
"name": {
"type": "string"
},
"globalId": {
"type": "string",
"format": "uuid"
},
"isDataSharingEntity": {
"type": "boolean"
},
"billing": {
"$ref": "#/$defs/OAS.WebApi.DTO.Portfolio.ClientBillingDto"
},
"recurringAdjustments": {
"items": {
"$ref": "#/$defs/OAS.WebApi.DTO.Portfolio.BillRecurrentAdjustmentDto"
},
"type": "array"
},
"feePayingAccounts": {
"items": {
"$ref": "#/$defs/OAS.WebApi.DTO.Portfolio.BillFeePayingAccountDto"
},
"type": "array"
},
"tieredFeeAccounts": {
"items": {
"$ref": "#/$defs/OAS.WebApi.DTO.Billing.TieredFeeAccountDto"
},
"type": "array"
},
"householdBills": {
"items": {
"$ref": "#/$defs/OAS.WebApi.DTO.Portfolio.HouseholdBillDto"
},
"type": "array"
},
"financialPlanningFee": {
"$ref": "#/$defs/OAS.WebApi.DTO.Billing.BillFinancialPlanningFeeDto"
},
"portfolio": {
"$ref": "#/$defs/OAS.WebApi.DTO.Portfolio.ClientPortfolioDto"
},
"householdMembers": {
"items": {
"$ref": "#/$defs/OAS.WebApi.DTO.Portfolio.HouseholdMemberDto"
},
"type": "array"
},
"notes": {
"items": {
"$ref": "#/$defs/OAS.WebApi.DTO.Portfolio.NoteDto"
},
"type": "array"
},
"documents": {
"items": {
"$ref": "#/$defs/OAS.WebApi.DTO.Portfolio.DocumentDto"
},
"type": "array"
},
"additionalAccounts": {
"items": {
"$ref": "#/$defs/OAS.WebApi.DTO.Portfolio.AdditionalAccountDto"
},
"type": "array"
},
"suitability": {
"$ref": "#/$defs/OAS.WebApi.DTO.Portfolio.ClientSuitabilityDto"
},
"userDefinedFields": {
"items": {
"$ref": "#/$defs/OAS.WebApi.DTO.Settings.EntityOptionDto"
},
"type": "array"
},
"entityOptions": {
"items": {
"$ref": "#/$defs/OAS.WebApi.DTO.Settings.EntityOptionDto"
},
"type": "array"
},
"targetAllocations": {
"items": {
"$ref": "#/$defs/OAS.WebApi.DTO.Portfolio.TargetAllocationDto"
},
"type": "array"
},
"creditCard": {
"$ref": "#/$defs/OAS.WebApi.DTO.Portfolio.ClientCreditCardSimpleDto"
},
"assetExclusions": {
"items": {
"$ref": "#/$defs/OAS.WebApi.DTO.Portfolio.ClientAssetExclusionDto"
},
"type": "array"
},
"portfolioGroups": {
"items": {
"$ref": "#/$defs/OAS.WebApi.DTO.Portfolio.ClientPortfolioGroupDto"
},
"type": "array"
},
"appLinks": {
"items": {
"$ref": "#/$defs/OAS.WebApi.DTO.Portfolio.ClientAppLinkDto"
},
"type": "array"
},
"additionalRepresentatives": {
"items": {
"$ref": "#/$defs/OAS.WebApi.DTO.Portfolio.AdditionalRepresentativeDto"
},
"type": "array"
},
"clientRepAdditional": {
"$ref": "#/$defs/OAS.WebApi.DTO.Portfolio.ClientRepAdditionalDto"
}
},
"type": "object",
"$defs": {
"OAS.DataModel.Portfolio.SimpleRepresentative": {
"properties": {
"isActive": {
"type": "boolean"
},
"number": {
"type": "string"
},
"id": {
"type": "integer",
"format": "int32"
},
"name": {
"type": "string"
}
},
"type": "object"
},
"OAS.DataModel.SimpleEntity": {
"properties": {
"id": {
"type": "integer",
"format": "int32"
},
"name": {
"type": "string"
}
},
"type": "object"
},
"OAS.WebApi.DTO.Billing.BillFinancialPlanningFeeDto": {
"properties": {
"payMethodId": {
"type": "integer",
"format": "int32"
},
"feeScheduleId": {
"type": "integer",
"format": "int32"
},
"masterPayoutScheduleId": {
"type": "integer",
"format": "int32"
},
"billStyle": {
"type": "string",
"enum": [
"Advance",
"Arrears"
]
},
"billFrequency": {
"type": "string",
"enum": [
"Undefined",
"Monthly",
"Quarterly",
"Triannual",
"Semiannually",
"Annually",
"AtMaturity"
]
},
"startDate": {
"type": "string",
"format": "date-time"
},
"cycleMonth": {
"type": "integer",
"format": "int32"
},
"paidByAccountNumber": {
"type": "integer",
"format": "int32"
},
"planningFeeAmount": {
"type": "number",
"format": "double"
}
},
"type": "object"
},
"OAS.WebApi.DTO.Billing.TieredFeeAccountDto": {
"properties": {
"accountId": {
"type": "integer",
"format": "int32"
},
"priority": {
"type": "integer",
"format": "int32"
},
"accountName": {
"type": "string"
},
"accountNumber": {
"type": "string"
},
"nameandNumber": {
"readOnly": true,
"type": "string"
},
"active": {
"type": "boolean"
}
},
"type": "object"
},
"OAS.WebApi.DTO.Portfolio.AdditionalAccountDto": {
"properties": {
"accountId": {
"type": "integer",
"format": "int32"
},
"clientId": {
"type": "integer",
"format": "int32"
},
"registration": {
"type": "string"
},
"accountNumber": {
"type": "string"
},
"type": {
"type": "integer",
"format": "int32"
},
"typeName": {
"type": "string"
},
"fundFamily": {
"type": "integer",
"format": "int32"
},
"fundFamilyName": {
"type": "string"
},
"custodian": {
"type": "integer",
"format": "int32"
},
"custodianName": {
"type": "string"
},
"managementStyle": {
"type": "integer",
"format": "int32"
},
"managementStyleName": {
"type": "string"
},
"model": {
"type": "integer",
"format": "int32"
},
"modelName": {
"type": "string"
},
"weight": {
"type": "number",
"format": "double"
}
},
"type": "object"
},
"OAS.WebApi.DTO.Portfolio.AdditionalRepresentativeDto": {
"properties": {
"repId": {
"type": "integer",
"format": "int32"
},
"clientId": {
"type": "integer",
"format": "int32"
},
"repTitleId": {
"type": "integer",
"format": "int32"
},
"simpleRep": {
"$ref": "#/$defs/OAS.DataModel.SimpleEntity"
},
"repTitle": {
"type": "string"
},
"canDelete": {
"type": "boolean"
},
"numberOfHouseholds": {
"type": "integer",
"format": "int32"
},
"createdBy": {
"type": "string"
},
"createdDate": {
"type": "string",
"format": "date-time"
},
"editedBy": {
"type": "string"
},
"editedDate": {
"type": "string",
"format": "date-time"
}
},
"type": "object"
},
"OAS.WebApi.DTO.Portfolio.BillFeePayingAccountDto": {
"properties": {
"accountId": {
"type": "integer",
"format": "int32"
},
"registration": {
"type": "string"
},
"accountType": {
"type": "string"
},
"managementStyle": {
"type": "string"
},
"custodian": {
"type": "string"
},
"accountNumber": {
"type": "string"
},
"accountValue": {
"type": "number",
"format": "double"
},
"active": {
"type": "boolean"
},
"payPercent": {
"type": "number",
"format": "double"
}
},
"type": "object"
},
"OAS.WebApi.DTO.Portfolio.BillRecurrentAdjustmentDto": {
"properties": {
"id": {
"type": "integer",
"format": "int32"
},
"annualAmount": {
"type": "number",
"format": "double"
},
"type": {
"type": "integer",
"format": "int32"
},
"schedule": {
"type": "integer",
"format": "int32"
},
"adjustmentType": {
"type": "integer",
"format": "int32"
},
"responsibleEntity": {
"type": "integer",
"format": "int32"
},
"endDate": {
"type": "string",
"format": "date-time"
},
"startDate": {
"type": "string",
"format": "date-time"
}
},
"type": "object"
},
"OAS.WebApi.DTO.Portfolio.BillRelatedClientDto": {
"properties": {
"id": {
"type": "integer",
"format": "int32"
},
"billClientId": {
"type": "integer",
"format": "int32"
},
"clientId": {
"type": "integer",
"format": "int32"
},
"firstName": {
"type": "string"
},
"lastName": {
"type": "string"
},
"isActive": {
"type": "boolean"
}
},
"type": "object"
},
"OAS.WebApi.DTO.Portfolio.ClientAppLinkDto": {
"properties": {
"appLinkId": {
"type": "integer",
"format": "int32"
},
"externalIntId": {
"type": "integer",
"format": "int32"
},
"auditedDate": {
"type": "string",
"format": "date-time"
},
"auditedBy": {
"type": "string"
}
},
"type": "object"
},
"OAS.WebApi.DTO.Portfolio.ClientAssetExclusionDto": {
"properties": {
"id": {
"type": "integer",
"format": "int32"
},
"exclusionType": {
"type": "integer",
"format": "int32"
},
"exclusionValue": {
"type": "integer",
"format": "int32"
},
"isExcluded": {
"type": "boolean"
},
"securityClassificationMethodId": {
"type": "integer",
"format": "int32"
},
"createdBy": {
"type": "string"
},
"createdDate": {
"type": "string",
"format": "date-time"
},
"editedBy": {
"type": "string"
},
"editedDate": {
"type": "string",
"format": "date-time"
}
},
"type": "object"
},
"OAS.WebApi.DTO.Portfolio.ClientBillingDto": {
"properties": {
"billClientId": {
"type": "integer",
"format": "int32"
},
"statusType": {
"type": "string",
"enum": [
"ReadyToBill",
"Hold",
"PendingReview"
]
},
"masterPayoutScheduleId": {
"type": "integer",
"format": "int32"
},
"feeScheduleID": {
"type": "integer",
"format": "int32"
},
"relatedClients": {
"items": {
"$ref": "#/$defs/OAS.WebApi.DTO.Portfolio.BillRelatedClientDto"
},
"type": "array"
}
},
"type": "object"
},
"OAS.WebApi.DTO.Portfolio.ClientCreditCardSimpleDto": {
"properties": {
"ccNum": {
"type": "string"
},
"ccType": {
"type": "string"
},
"ccToken": {
"type": "string"
},
"ccIsValid": {
"type": "boolean"
}
},
"type": "object"
},
"OAS.WebApi.DTO.Portfolio.ClientPortfolioDto": {
"properties": {
"startDate": {
"type": "string",
"format": "date-time"
},
"isActive": {
"type": "boolean"
},
"representativeId": {
"type": "integer",
"format": "int32"
},
"categoryId": {
"type": "integer",
"format": "int32"
},
"statementDeliveryMethodId": {
"type": "integer",
"format": "int32"
},
"videoStatementDeliveryMethod": {
"type": "string",
"enum": [
"Unassigned",
"NoVideoStatement",
"WebsiteOnly",
"Email"
]
},
"createdBy": {
"type": "string"
},
"createdDate": {
"type": "string",
"format": "date-time"
},
"editedBy": {
"type": "string"
},
"editedDate": {
"type": "string",
"format": "date-time"
},
"firstName": {
"type": "string"
},
"lastName": {
"type": "string"
},
"city": {
"type": "string"
},
"state": {
"type": "string"
},
"isUsResident": {
"type": "boolean"
},
"email": {
"type": "string"
},
"name": {
"type": "string"
},
"salutation": {
"type": "string"
},
"lastStatementSentTo": {
"type": "string"
},
"address1": {
"type": "string"
},
"address2": {
"type": "string"
},
"address3": {
"type": "string"
},
"zip": {
"type": "string"
},
"country": {
"type": "string"
},
"homePhone": {
"type": "string"
},
"homePhoneExt": {
"type": "string"
},
"fax": {
"type": "string"
},
"faxExt": {
"type": "string"
},
"pager": {
"type": "string"
},
"pagerExt": {
"type": "string"
},
"mobilePhone": {
"type": "string"
},
"businessPhone": {
"type": "string"
},
"businessPhoneExt": {
"type": "string"
},
"otherPhone": {
"type": "string"
},
"otherPhoneExt": {
"type": "string"
},
"workPhone": {
"type": "string"
},
"workPhoneExt": {
"type": "string"
},
"reportName": {
"type": "string"
},
"company": {
"type": "string"
},
"jobTitle": {
"type": "string"
},
"ssN_TaxID": {
"type": "string"
},
"gender": {
"type": "string"
},
"prefix": {
"type": "string"
},
"suffix": {
"type": "string"
},
"advClientCategoryId": {
"type": "integer",
"format": "int32"
},
"dob": {
"type": "string",
"format": "date-time"
},
"webAddress": {
"type": "string"
},
"importKey": {
"type": "string"
},
"lastStatementSent": {
"type": "string",
"format": "date-time"
},
"isQualifiedInvestor": {
"type": "boolean"
}
},
"type": "object"
},
"OAS.WebApi.DTO.Portfolio.ClientPortfolioGroupDto": {
"properties": {
"id": {
"type": "integer",
"format": "int32"
},
"name": {
"type": "string"
},
"portfolioType": {
"type": "string",
"enum": [
"Composite",
"Reporting",
"Trading"
]
},
"createdDate": {
"type": "string",
"format": "date-time"
},
"createdBy": {
"type": "string"
},
"editedDate": {
"type": "string",
"format": "date-time"
},
"editedBy": {
"type": "string"
},
"eclipsePortfolioId": {
"type": "integer",
"format": "int32"
},
"accounts": {
"items": {
"$ref": "#/$defs/OAS.WebApi.DTO.Portfolio.AdditionalAccountDto"
},
"type": "array"
},
"registrationIds": {
"items": {
"type": "integer",
"format": "int32"
},
"type": "array"
},
"repId": {
"type": "integer",
"format": "int32"
},
"custodianId": {
"type": "integer",
"format": "int32"
},
"modelAggId": {
"type": "integer",
"format": "int32"
},
"platformId": {
"type": "integer",
"format": "int32"
},
"planId": {
"type": "integer",
"format": "int32"
},
"fundFamilyId": {
"type": "integer",
"format": "int32"
},
"stockRange": {
"type": "integer",
"format": "int32"
},
"riskTolerance": {
"type": "integer",
"format": "int32"
},
"riskBudgetRange": {
"type": "integer",
"format": "int32"
}
},
"type": "object"
},
"OAS.WebApi.DTO.Portfolio.ClientRepAdditionalDetailDto": {
"properties": {
"id": {
"type": "integer",
"format": "int32"
},
"clientId": {
"type": "integer",
"format": "int32"
},
"representativeId": {
"type": "integer",
"format": "int32"
},
"simpleRep": {
"$ref": "#/$defs/OAS.DataModel.Portfolio.SimpleRepresentative"
},
"representativeTitleId": {
"type": "integer",
"format": "int32"
},
"payoutRate": {
"type": "number",
"format": "double"
},
"notes": {
"type": "string"
},
"isPrimary": {
"type": "boolean"
},
"startDate": {
"type": "string",
"format": "date-time"
},
"endDate": {
"type": "string",
"format": "date-time"
},
"isActive": {
"type": "boolean"
},
"createdDate": {
"type": "string",
"format": "date-time"
},
"createdBy": {
"type": "string"
},
"editedDate": {
"type": "string",
"format": "date-time"
},
"editedBy": {
"type": "string"
},
"isValid": {
"type": "boolean"
},
"validationMessage": {
"type": "string"
}
},
"type": "object"
},
"OAS.WebApi.DTO.Portfolio.ClientRepAdditionalDto": {
"properties": {
"appendOnly": {
"type": "boolean"
},
"details": {
"items": {
"$ref": "#/$defs/OAS.WebApi.DTO.Portfolio.ClientRepAdditionalDetailDto"
},
"type": "array"
}
},
"type": "object"
},
"OAS.WebApi.DTO.Portfolio.ClientSuitabilityDto": {
"properties": {
"returnObjective": {
"type": "string"
},
"investmentObjective": {
"type": "string"
},
"timeHorizon": {
"type": "string"
},
"stockPercent": {
"type": "string"
},
"riskTolerance": {
"description": "Returns the Client RiskTolerance if there is one, otherwise returns Registration level risk tolerance",
"type": "integer",
"format": "int32"
}
},
"type": "object"
},
"OAS.WebApi.DTO.Portfolio.DocumentDto": {
"properties": {
"id": {
"type": "integer",
"format": "int32"
},
"description": {
"type": "string"
},
"category": {
"type": "string"
},
"editedBy": {
"type": "string"
},
"editedDate": {
"type": "string",
"format": "date-time"
},
"systemGenerated": {
"type": "boolean"
}
},
"type": "object"
},
"OAS.WebApi.DTO.Portfolio.HouseholdBillDto": {
"properties": {
"id": {
"type": "integer",
"format": "int32"
},
"billInstanceId": {
"type": "integer",
"format": "int32"
},
"calcDate": {
"type": "string",
"format": "date-time"
},
"createdBy": {
"type": "string"
},
"asofDate": {
"type": "string",
"format": "date-time"
},
"billedMarket": {
"type": "number",
"format": "double"
},
"initialAmount": {
"type": "number",
"format": "double"
},
"adjustments": {
"type": "number",
"format": "double"
},
"balanceDue": {
"type": "number",
"format": "double"
},
"dateRange": {
"readOnly": true,
"type": "string"
},
"startDate": {
"type": "string",
"format": "date-time"
},
"endDate": {
"type": "string",
"format": "date-time"
},
"isValid": {
"type": "boolean"
},
"editedDate": {
"type": "string",
"format": "date-time"
},
"editedBy": {
"type": "string"
},
"numOfDay": {
"readOnly": true,
"type": "number",
"format": "double"
}
},
"type": "object"
},
"OAS.WebApi.DTO.Portfolio.HouseholdMemberAdditionalAddressDto": {
"properties": {
"id": {
"type": "integer",
"format": "int32"
},
"type": {
"type": "string"
},
"address1": {
"type": "string"
},
"address2": {
"type": "string"
},
"address3": {
"type": "string"
},
"city": {
"type": "string"
},
"state": {
"type": "string"
},
"zip": {
"type": "string"
},
"email": {
"type": "string"
},
"company": {
"type": "string"
},
"jobTitle": {
"type": "string"
},
"webAddress": {
"type": "string"
},
"sendPeriodicStatements": {
"type": "boolean"
}
},
"type": "object"
},
"OAS.WebApi.DTO.Portfolio.HouseholdMemberDto": {
"properties": {
"id": {
"type": "integer",
"format": "int32"
},
"type": {
"type": "string"
},
"globalId": {
"type": "string",
"format": "uuid"
},
"salutation": {
"type": "string"
},
"firstName": {
"type": "string"
},
"lastName": {
"type": "string"
},
"fullName": {
"type": "string"
},
"homePhone": {
"type": "string"
},
"homePhoneExt": {
"type": "string"
},
"fax": {
"type": "string"
},
"faxExt": {
"type": "string"
},
"pager": {
"type": "string"
},
"pagerExt": {
"type": "string"
},
"mobilePhone": {
"type": "string"
},
"businessPhone": {
"type": "string"
},
"businessPhoneExt": {
"type": "string"
},
"otherPhone": {
"type": "string"
},
"otherPhoneExt": {
"type": "string"
},
"email": {
"type": "string"
},
"ssN_TaxID": {
"type": "string"
},
"gender": {
"type": "string"
},
"dob": {
"type": "string",
"format": "date-time"
},
"webAddress": {
"type": "string"
},
"additionalAddresses": {
"items": {
"$ref": "#/$defs/OAS.WebApi.DTO.Portfolio.HouseholdMemberAdditionalAddressDto"
},
"type": "array"
}
},
"type": "object"
},
"OAS.WebApi.DTO.Portfolio.NoteDto": {
"properties": {
"id": {
"type": "integer",
"format": "int32"
},
"text": {
"type": "string"
},
"editedBy": {
"type": "string"
},
"editedDate": {
"type": "string",
"format": "date-time"
},
"category": {
"type": "string"
},
"isWebVisible": {
"type": "boolean"
},
"isSystemGenerated": {
"type": "boolean"
}
},
"type": "object"
},
"OAS.WebApi.DTO.Portfolio.TargetAllocationDto": {
"properties": {
"id": {
"type": "integer",
"format": "int32"
},
"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"
]
},
"entityId": {
"type": "integer",
"format": "int32"
},
"weight": {
"type": "number",
"format": "double"
},
"minimumRange": {
"type": "number",
"format": "double"
},
# --- truncated at 32 KB (39 KB total) ---
# Full source: https://artifacts.apis.io/orion-advisor-solutions/json-schema/orion-advisor-solutions-oas-web-api-dto-portfolio-related-household-validation-dto-schema.json
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