AccountModel

Account Model.

LegalTaxFinanceRisk ManagementFraud PreventionComplianceData

Properties

Name	Type	Description
tax_year_begin	stringnull	Tax year begin date.
tax_year_end	stringnull	Tax year end date.
related_processing_type	object
sub_account_of	stringnull	Sub Account Of.
receives_share_from	stringnull	Receives Share From.
share_percentage	numbernull	Share Percentage.
ten99_revised_date	stringnull	1099 Revised Date.
short_yr_reason	object
admin_controls	object
recipients	object
ten991098_fl	object
ten995498_fl	object
ten99diob_fl	object
ten99_misc_rr_fl	object
ten99_misc_sp_fl	object
ten99r_fl	object
ten99q_fl	object
entity_type	object
ten99_nec_flag	object
ten99_service_level	object
bnc	stringnull	BNC.
upia_code	object
form706_gsd	object

View JSON Schema on GitHub

JSON Schema

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "https://raw.githubusercontent.com/api-evangelist/thomson-reuters/main/json-schema/thomson-reuters-account-model-schema.json",
  "title": "AccountModel",
  "description": "Account Model.",
  "x-generated": "2026-10-20",
  "x-method": "derived",
  "x-generator": "derive-json-schema.py",
  "x-source": "openapi/thomson-reuters-onesource-trust-tax-services-v2-openapi.yml#/components/schemas/AccountModel",
  "type": "object",
  "properties": {
    "tax_year_begin": {
      "type": [
        "string",
        "null"
      ],
      "description": "Tax year begin date.",
      "format": "date"
    },
    "tax_year_end": {
      "type": [
        "string",
        "null"
      ],
      "description": "Tax year end date.",
      "format": "date"
    },
    "related_processing_type": {
      "$ref": "#/$defs/RelatedType"
    },
    "sub_account_of": {
      "type": [
        "string",
        "null"
      ],
      "description": "Sub Account Of."
    },
    "receives_share_from": {
      "type": [
        "string",
        "null"
      ],
      "description": "Receives Share From."
    },
    "share_percentage": {
      "type": [
        "number",
        "null"
      ],
      "description": "Share Percentage.",
      "format": "double"
    },
    "ten99_revised_date": {
      "type": [
        "string",
        "null"
      ],
      "description": "1099 Revised Date.",
      "format": "date-time",
      "default": "1900-01-01T00:00:00.0000000"
    },
    "short_yr_reason": {
      "$ref": "#/$defs/ShortYearReason"
    },
    "admin_controls": {
      "$ref": "#/$defs/AdminControls"
    },
    "recipients": {
      "$ref": "#/$defs/RecipientModel"
    },
    "ten991098_fl": {
      "$ref": "#/$defs/YesNo"
    },
    "ten995498_fl": {
      "$ref": "#/$defs/YesNo"
    },
    "ten99diob_fl": {
      "$ref": "#/$defs/YesNo"
    },
    "ten99_misc_rr_fl": {
      "$ref": "#/$defs/YesNo"
    },
    "ten99_misc_sp_fl": {
      "$ref": "#/$defs/YesNo"
    },
    "ten99r_fl": {
      "$ref": "#/$defs/YesNo"
    },
    "ten99q_fl": {
      "$ref": "#/$defs/YesNo"
    },
    "entity_type": {
      "$ref": "#/$defs/EntityType"
    },
    "ten99_nec_flag": {
      "$ref": "#/$defs/YesNo"
    },
    "ten99_service_level": {
      "$ref": "#/$defs/Ten99ServiceLevel"
    },
    "bnc": {
      "type": [
        "string",
        "null"
      ],
      "description": "BNC."
    },
    "upia_code": {
      "$ref": "#/$defs/UPIAType"
    },
    "form706_gsd": {
      "$ref": "#/$defs/Form706GSD1"
    }
  },
  "additionalProperties": false,
  "$defs": {
    "AdminControls": {
      "type": "object",
      "properties": {
        "tax_category": {
          "maxLength": 2,
          "type": [
            "string",
            "null"
          ],
          "description": "Tax category."
        },
        "priority": {
          "maximum": 255,
          "minimum": 0,
          "type": [
            "integer",
            "null"
          ],
          "description": "Priority.",
          "format": "int32"
        },
        "tax_info_stmt_fl": {
          "$ref": "#/$defs/YesNo"
        }
      },
      "additionalProperties": false,
      "description": "Admin Controls."
    },
    "EntityType": {
      "enum": [
        "Unknown",
        "Decedents_Estate",
        "Simple_Trust",
        "Complex_Dollar_100",
        "Complex_Dollar_300",
        "Pooled_Income_Fund",
        "Grantor",
        "Bankruptcy_Estate",
        "Agent_Or_Custodian",
        "Tax_Deferred_Account",
        "_990",
        "NA",
        "Tracking_Only",
        "_1041_QFT",
        "Form_2439"
      ],
      "type": "integer",
      "format": "int32"
    },
    "Form706GSD1": {
      "type": "object",
      "properties": {
        "inclusion_ratio": {
          "type": [
            "number",
            "null"
          ],
          "description": "Inclusion Ratio.",
          "format": "double"
        }
      },
      "additionalProperties": false,
      "description": ""
    },
    "RecipientModel": {
      "type": "object",
      "properties": {
        "power_amt": {
          "type": [
            "number",
            "null"
          ],
          "description": "Dollar amount for 5x5 power.",
          "format": "double"
        },
        "power_pct": {
          "type": [
            "number",
            "null"
          ],
          "description": "Decimal fraction for 5x5 power percentage.",
          "format": "double"
        },
        "year_end_mkt_value_for_5x5": {
          "type": [
            "number",
            "null"
          ],
          "description": "5x5 YEMktVal (year end mkt value for 5x5).",
          "format": "double"
        }
      },
      "additionalProperties": false,
      "description": "Recipient Model."
    },
    "RelatedType": {
      "enum": [
        "NA",
        "Combined Main Account",
        "Combined Sub Account",
        "Holds Shared Assets For Others",
        "Gets Share Of Other Account"
      ],
      "type": "integer",
      "format": "int32"
    },
    "ShortYearReason": {
      "enum": [
        "N/A",
        "Final return",
        "Initial return",
        "Split-year return",
        "Year-end change",
        "New return that closed"
      ],
      "type": "integer",
      "format": "int32"
    },
    "Ten99ServiceLevel": {
      "enum": [
        "NA",
        "Premium_1099_with_full_detail",
        "_1099_with_reported_detail_only",
        "_1099_with_no_detail"
      ],
      "type": "integer",
      "format": "int32"
    },
    "UPIAType": {
      "enum": [
        "Non_Participant",
        "Power_To_Adjust",
        "Unitrust"
      ],
      "type": "integer",
      "format": "int32"
    },
    "YesNo": {
      "enum": [
        "No",
        "Yes"
      ],
      "type": "integer",
      "format": "int32"
    }
  }
}

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