nucleus_api

package
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 Go to latest Published: Jun 19, 2022 License: Apache-2.0 Imports: 22 Imported by: 0

README ¶

Hydrogen Nucleus API

Hydrogen Nucleus API

  • API version: 1.9.5
    • Build date: 01-07-2021

For more information, please visit https://www.hydrogenplatform.com/apis

Documentation

https://www.hydrogenplatform.com/docs/nucleus/v1

Installation

Put the package under your project folder and add the following in import:

import 	sw "nucleus_api"

Documentation For Authorization

oauth2

  • Type: OAuth
  • Flow: application
  • Authorization URL:
  • Scopes: N/A
import "./nucleus_api"

Example

package main

import (
	"bytes"
	"encoding/json"
	"fmt"
	"github.com/lunux2008/xulu"
	"golang.org/x/net/context"
	sw "nucleus_api"
)

const (
	empty = ""
	tab   = "\t"
)

func PrettyJson(data interface{}) (string, error) {
	buffer := new(bytes.Buffer)
	encoder := json.NewEncoder(buffer)
	encoder.SetIndent(empty, tab)

	err := encoder.Encode(data)
	if err != nil {
		return empty, err
	}
	return buffer.String(), nil
}
func main() {
	// Hello world, the web server
	var authConfigService = sw.AuthConfigurationService{};
	auth := context.WithValue(context.Background(), sw.ContextAccessToken, nil)
	r1, _, _ := authConfigService.CreateClientCredential(auth, "CLIENT_ID", "CLIENT_PASSWORD",
		sw.PRODUCTION)
	tokenSettingAuth := context.WithValue(context.Background(), sw.ContextAccessToken, r1.AccessToken)
    tokenSettingAuth = context.WithValue(tokenSettingAuth, "BasePath", sw.PRODUCTION)

	//var authConfigurationService = sw.AuthConfigurationService{}
	//r, res, err := authConfigurationService.
	var a = sw.AccountApiService{}
	r, res, err :=a.GetAccountAllUsingGet(tokenSettingAuth, new(sw.AccountApiGetAccountAllUsingGetOpts))
	b, _ := PrettyJson(r)
	fmt.Printf("%s",b)
	xulu.Use(res, err, r)
}

Author

info@hydrogenplatform.com

Documentation ¶

Overview ¶

* Hydrogen Nucleus API * * The Hydrogen Nucleus API * * API version: 1.9.5 * Contact: info@hydrogenplatform.com * Generated by: Swagger Codegen (https://github.com/swagger-api/swagger-codegen.git)

Index ¶

Constants ¶

View Source 
const (
	BEARER                  = "Bearer "
	AUTHORIZATION           = "Authorization"
	GRANT_TYPE_KEY          = "grant_type"
	CLIENT_CREDENTIAL       = "client_credentials"
	PASSWORD                = "password"
	USERNAME                = "username"
	MESSAGE                 = "message"
	ACCESS_TOKEN            = "access_token"
	CLIENT_TOKEN            = "Client-Token"
	CLIENT_ACCESS_TOKEN_URI = "/authorization/v1/client-token"
	AUTH_URI                = "/authorization/v1/oauth/token"
)
View Source 
const (
	SANDBOX    = "https://sandbox.hydrogenplatform.com"
	PRODUCTION = "https://api.hydrogenplatform.com"
)

Variables ¶

View Source 
var (
	// ContextOAuth2 takes a oauth2.TokenSource as authentication for the request.
	ContextOAuth2 = contextKey("token")

	// ContextBasicAuth takes BasicAuth as authentication for the request.
	ContextBasicAuth = contextKey("basic")

	// ContextAccessToken takes a string oauth2 access token as authentication for the request.
	ContextAccessToken = contextKey("accesstoken")

	// ContextAPIKey takes an APIKey as authentication for the request
	ContextAPIKey = contextKey("apikey")
)

Functions ¶

func CacheExpires ¶ 

func CacheExpires(r *http.Response) time.Time

CacheExpires helper function to determine remaining time before repeating a request.

Types ¶

type APIClient ¶ 

type APIClient struct {

	// API Services
	AuthConfiguration *AuthConfigurationService

	AccountApi *AccountApiService

	AggregationAccountApi *AggregationAccountApiService

	AllocationApi *AllocationApiService

	BenchmarkApi *BenchmarkApiService

	BudgetApi *BudgetApiService

	BulkApi *BulkApiService

	BusinessApi *BusinessApiService

	CardApi *CardApiService

	ClientApi *ClientApiService

	ContactApi *ContactApiService

	DecisionTreeApi *DecisionTreeApiService

	DocumentApi *DocumentApiService

	FinancialStatementApi *FinancialStatementApiService

	FundingApi *FundingApiService

	GoalApi *GoalApiService

	HouseholdApi *HouseholdApiService

	InvoiceApi *InvoiceApiService

	ModelApi *ModelApiService

	OrderApi *OrderApiService

	OverflowApi *OverflowApiService

	PortfolioApi *PortfolioApiService

	QuestionnaireApi *QuestionnaireApiService

	ResourceApi *ResourceApiService

	RiskProfileApi *RiskProfileApiService

	RoundupApi *RoundupApiService

	ScoreApi *ScoreApiService

	SecuritiesApi *SecuritiesApiService

	SpendingControlApi *SpendingControlApiService

	UtilsApi *UtilsApiService

	WebhookApi *WebhookApiService
	// contains filtered or unexported fields
}

APIClient manages communication with the Hydrogen Nucleus API API v1.9.5 In most cases there should be only one, shared, APIClient.

func NewAPIClient ¶ 

func NewAPIClient(cfg *Configuration) *APIClient

NewAPIClient creates a new API client. Requires a userAgent string describing your application. optionally a custom http.Client to allow for advanced features such as caching.

func (*APIClient) ChangeBasePath ¶ 

func (c *APIClient) ChangeBasePath(path string)

Change base path to allow switching to mocks

type APIKey ¶ 

type APIKey struct {
	Key    string
	Prefix string
}

APIKey provides API key based authentication to a request passed via context using ContextAPIKey

type APIResponse ¶ 

type APIResponse struct {
	*http.Response `json:"-"`
	Message        string `json:"message,omitempty"`
	// Operation is the name of the swagger operation.
	Operation string `json:"operation,omitempty"`
	// RequestURL is the request URL. This value is always available, even if the
	// embedded *http.Response is nil.
	RequestURL string `json:"url,omitempty"`
	// Method is the HTTP method used for the request.  This value is always
	// available, even if the embedded *http.Response is nil.
	Method string `json:"method,omitempty"`
	// Payload holds the contents of the response body (which may be nil or empty).
	// This is provided here as the raw response.Body() reader will have already
	// been drained.
	Payload []byte `json:"-"`
}

func NewAPIResponse ¶ 

func NewAPIResponse(r *http.Response) *APIResponse

func NewAPIResponseWithError ¶ 

func NewAPIResponseWithError(errorMessage string) *APIResponse

type Account ¶ 

type Account struct {
	// accountNumber
	AccountNumber string `json:"account_number,omitempty"`
	// accountTypeId
	AccountTypeId string                 `json:"account_type_id"`
	Clients       []ClientAccountMapping `json:"clients,omitempty"`
	CreateDate    string                 `json:"create_date,omitempty"`
	// currencyCode
	CurrencyCode string `json:"currency_code,omitempty"`
	// discretionary
	Discretionary bool                 `json:"discretionary,omitempty"`
	Goals         []GoalAccountMapping `json:"goals,omitempty"`
	Id            string               `json:"id,omitempty"`
	// isActive
	IsActive bool `json:"is_active,omitempty"`
	// managed
	Managed  bool              `json:"managed,omitempty"`
	Metadata map[string]string `json:"metadata,omitempty"`
	// name
	Name        string `json:"name"`
	SecondaryId string `json:"secondary_id,omitempty"`
	// status
	Status     string `json:"status,omitempty"`
	UpdateDate string `json:"update_date,omitempty"`
}

Account Object

type AccountAllocationMapping ¶ 

type AccountAllocationMapping struct {
	// accountId
	AccountId string `json:"account_id"`
	// allocationId
	AllocationId string `json:"allocation_id"`
	CreateDate   string `json:"create_date,omitempty"`
	// currentWeight
	CurrentWeight float64 `json:"current_weight"`
	// date
	Date string `json:"date"`
	// goalId
	GoalId      string `json:"goal_id,omitempty"`
	Id          string `json:"id,omitempty"`
	SecondaryId string `json:"secondary_id,omitempty"`
	// strategicWeight
	StrategicWeight float64 `json:"strategic_weight"`
	UpdateDate      string  `json:"update_date,omitempty"`
}

AccountAllocationMapping Object

type AccountApiGetAccountAllUsingGetOpts ¶ 

type AccountApiGetAccountAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type AccountApiGetAccountAllocationMappingAllUsingGetOpts ¶ 

type AccountApiGetAccountAllocationMappingAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type AccountApiGetAccountAssetSizeAggAllUsingGetOpts ¶ 

type AccountApiGetAccountAssetSizeAggAllUsingGetOpts struct {
	CurrencyConversion optional.String
	EndDate            optional.String
	ExcludeSubledger   optional.Bool
	GetLatest          optional.Bool
	SortType           optional.String
	StartDate          optional.String
}

type AccountApiGetAccountOverviewUsingGetOpts ¶ 

type AccountApiGetAccountOverviewUsingGetOpts struct {
	Ascending optional.Bool
	OrderBy   optional.String
}

type AccountApiGetAccountStatusAllUsingGetOpts ¶ 

type AccountApiGetAccountStatusAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type AccountApiGetAccountTypeAllUsingGetOpts ¶ 

type AccountApiGetAccountTypeAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type AccountApiGetAllAccountPermissionUsingGETOpts ¶ 

type AccountApiGetAllAccountPermissionUsingGETOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type AccountApiGetPortfolioHoldingAggAllUsingGetOpts ¶ 

type AccountApiGetPortfolioHoldingAggAllUsingGetOpts struct {
	Ascending          optional.Bool
	CurrencyConversion optional.String
	EndDate            optional.String
	Filter             optional.String
	GetLatest          optional.Bool
	OrderBy            optional.String
	Page               optional.Int32
	Size               optional.Int32
	StartDate          optional.String
}

type AccountApiGetPortfolioTransactionAggAllUsingGetOpts ¶ 

type AccountApiGetPortfolioTransactionAggAllUsingGetOpts struct {
	Ascending          optional.Bool
	CurrencyConversion optional.String
	EndDate            optional.String
	Filter             optional.String
	OrderBy            optional.String
	Page               optional.Int32
	Size               optional.Int32
	StartDate          optional.String
}

type AccountApiService ¶ 

type AccountApiService service

func (*AccountApiService) CreateAccountAllocationMappingUsingPost ¶ 

func (a *AccountApiService) CreateAccountAllocationMappingUsingPost(ctx context.Context, allocRequest AccountAllocationMapping) (AccountAllocationMapping, *http.Response, error)

AccountApiService Create an account allocation Create an account-allocation mapping for an account.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param allocRequest allocRequest

@return AccountAllocationMapping

func (*AccountApiService) CreateAccountStatusUsingPost ¶ 

func (a *AccountApiService) CreateAccountStatusUsingPost(ctx context.Context, accountStatusRequest AccountStatus) (AccountStatus, *http.Response, error)

AccountApiService Create an account status Create an account status record for an account.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param accountStatusRequest accountStatusRequest

@return AccountStatus

func (*AccountApiService) CreateAccountTypeUsingPost ¶ 

func (a *AccountApiService) CreateAccountTypeUsingPost(ctx context.Context, accountTypeRequest AccountType) (AccountType, *http.Response, error)

AccountApiService Create an account type Create a new account type for your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param accountTypeRequest accountTypeRequest

@return AccountType

func (*AccountApiService) CreateAccountUsingPost ¶ 

func (a *AccountApiService) CreateAccountUsingPost(ctx context.Context, account Account) (Account, *http.Response, error)

AccountApiService Create an account Create an account under a client.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param account account

@return Account

func (*AccountApiService) DeleteAccountAllocationMappingUsingDelete ¶ 

func (a *AccountApiService) DeleteAccountAllocationMappingUsingDelete(ctx context.Context, accountAllocationId string) (*http.Response, error)

AccountApiService Delete an account allocation Permanently delete an account-allocation mapping for an account.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param accountAllocationId UUID account_allocation_id

func (*AccountApiService) DeleteAccountPermissionUsingDELETE ¶ 

func (a *AccountApiService) DeleteAccountPermissionUsingDELETE(ctx context.Context, accountId string) (AccountPermissionVo, *http.Response, error)

AccountApiService Delete an account permission Delete an account permission

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param accountId account_id

@return AccountPermissionVo

func (*AccountApiService) DeleteAccountStatusUsingDelete ¶ 

func (a *AccountApiService) DeleteAccountStatusUsingDelete(ctx context.Context, accountStatusId string) (*http.Response, error)

AccountApiService Delete an account status Permanently delete an account status record from an account’s history.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param accountStatusId UUID account_status_id

func (*AccountApiService) DeleteAccountTypeUsingDelete ¶ 

func (a *AccountApiService) DeleteAccountTypeUsingDelete(ctx context.Context, accountTypeId string) (*http.Response, error)

AccountApiService Delete an account type Permanently delete a possible account type defined for your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param accountTypeId UUID account_type_id

func (*AccountApiService) DeleteAccountUsingDelete ¶ 

func (a *AccountApiService) DeleteAccountUsingDelete(ctx context.Context, accountId string) (*http.Response, error)

AccountApiService Delete an account Permanently delete an account under a client.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param accountId UUID account_id

func (*AccountApiService) GetAccountAllUsingGet ¶ 

func (a *AccountApiService) GetAccountAllUsingGet(ctx context.Context, localVarOptionals *AccountApiGetAccountAllUsingGetOpts) (PageAccount, *http.Response, error)

func (*AccountApiService) GetAccountAllocationMappingAllUsingGet ¶ 

func (a *AccountApiService) GetAccountAllocationMappingAllUsingGet(ctx context.Context, localVarOptionals *AccountApiGetAccountAllocationMappingAllUsingGetOpts) (PageAccountAllocationMapping, *http.Response, error)

func (*AccountApiService) GetAccountAllocationMappingUsingGet ¶ 

func (a *AccountApiService) GetAccountAllocationMappingUsingGet(ctx context.Context, accountAllocationId string) (AccountAllocationMapping, *http.Response, error)

AccountApiService Retrieve an account allocation Retrieve the information for a specific account-allocation mapping for an account.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param accountAllocationId UUID account_allocation_id

@return AccountAllocationMapping

func (*AccountApiService) GetAccountAssetSizeAggAllUsingGet ¶ 

func (a *AccountApiService) GetAccountAssetSizeAggAllUsingGet(ctx context.Context, accountId string, localVarOptionals *AccountApiGetAccountAssetSizeAggAllUsingGetOpts) ([]AvailableDateDoubleVo, *http.Response, error)

func (*AccountApiService) GetAccountOverviewUsingGet ¶ 

func (a *AccountApiService) GetAccountOverviewUsingGet(ctx context.Context, accountId string, localVarOptionals *AccountApiGetAccountOverviewUsingGetOpts) (interface{}, *http.Response, error)

func (*AccountApiService) GetAccountPermissionUsingGET ¶ 

func (a *AccountApiService) GetAccountPermissionUsingGET(ctx context.Context, accountId string) (AccountPermissionVo, *http.Response, error)

AccountApiService Get an account permission Get an account permission

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param accountId account_id

@return AccountPermissionVo

func (*AccountApiService) GetAccountStatusAllUsingGet ¶ 

func (a *AccountApiService) GetAccountStatusAllUsingGet(ctx context.Context, localVarOptionals *AccountApiGetAccountStatusAllUsingGetOpts) (PageAccountStatus, *http.Response, error)

func (*AccountApiService) GetAccountStatusUsingGet ¶ 

func (a *AccountApiService) GetAccountStatusUsingGet(ctx context.Context, accountStatusId string) (AccountStatus, *http.Response, error)

AccountApiService Retrieve an account status Retrieve the information for a specific account status record for an account.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param accountStatusId UUID account_status_id

@return AccountStatus

func (*AccountApiService) GetAccountTypeAllUsingGet ¶ 

func (a *AccountApiService) GetAccountTypeAllUsingGet(ctx context.Context, localVarOptionals *AccountApiGetAccountTypeAllUsingGetOpts) (PageAccountType, *http.Response, error)

func (*AccountApiService) GetAccountTypeUsingGet ¶ 

func (a *AccountApiService) GetAccountTypeUsingGet(ctx context.Context, accountTypeId string) (AccountType, *http.Response, error)

AccountApiService Get an Account Type Get an account types defined for your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param accountTypeId UUID account_type_id

@return AccountType

func (*AccountApiService) GetAccountUsingGet ¶ 

func (a *AccountApiService) GetAccountUsingGet(ctx context.Context, accountId string) (Account, *http.Response, error)

AccountApiService Retrieve an account Retrieve the information for a specific account associated with a client.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param accountId UUID account_id

@return Account

func (*AccountApiService) GetAllAccountPermissionUsingGET ¶ 

func (a *AccountApiService) GetAllAccountPermissionUsingGET(ctx context.Context, localVarOptionals *AccountApiGetAllAccountPermissionUsingGETOpts) (PageAccountPermissionVo, *http.Response, error)

func (*AccountApiService) GetPortfolioHoldingAggAllUsingGet ¶ 

func (a *AccountApiService) GetPortfolioHoldingAggAllUsingGet(ctx context.Context, accountId string, localVarOptionals *AccountApiGetPortfolioHoldingAggAllUsingGetOpts) (PagePortfolioHoldingAgg, *http.Response, error)

func (*AccountApiService) GetPortfolioTransactionAggAllUsingGet ¶ 

func (a *AccountApiService) GetPortfolioTransactionAggAllUsingGet(ctx context.Context, accountId string, localVarOptionals *AccountApiGetPortfolioTransactionAggAllUsingGetOpts) (PagePortfolioTransaction, *http.Response, error)

func (*AccountApiService) InsertAccountAndRelatedPermissionUsingPOST ¶ 

func (a *AccountApiService) InsertAccountAndRelatedPermissionUsingPOST(ctx context.Context, aclClientPermissionVO AclClientPermissionVo) (AccountPermissionVo, *http.Response, error)

AccountApiService create an account permission create an account permission

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param aclClientPermissionVO aclClientPermissionVO

@return AccountPermissionVo

func (*AccountApiService) SubscribeAccountUsingPost ¶ 

func (a *AccountApiService) SubscribeAccountUsingPost(ctx context.Context, accountId string, allocRequest AccountAllocationMapping) ([]Portfolio, *http.Response, error)

AccountApiService Subscribe an account After creating an account, you may create portfolios for the account to track a client’s investment, savings, or insurance products.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param accountId UUID account_id
  • @param allocRequest allocRequest

@return []Portfolio

func (*AccountApiService) UpdateAccountAllocationMappingUsingPut ¶ 

func (a *AccountApiService) UpdateAccountAllocationMappingUsingPut(ctx context.Context, accountAllocationId string, accountAllocationMapping interface{}) (AccountAllocationMapping, *http.Response, error)

AccountApiService Update an account allocation Update the information for an account-allocation mapping.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param accountAllocationId UUID account_allocation_id
  • @param accountAllocationMapping account_allocation_mapping

@return AccountAllocationMapping

func (*AccountApiService) UpdateAccountStatusUsingPut ¶ 

func (a *AccountApiService) UpdateAccountStatusUsingPut(ctx context.Context, accountStatus interface{}, accountStatusId string) (AccountStatus, *http.Response, error)

AccountApiService Update an account status Update an account status record for an account.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param accountStatus account_status
  • @param accountStatusId UUID account_status_id

@return AccountStatus

func (*AccountApiService) UpdateAccountTypeUsingPut ¶ 

func (a *AccountApiService) UpdateAccountTypeUsingPut(ctx context.Context, accountType interface{}, accountTypeId string) (AccountType, *http.Response, error)

AccountApiService Update an account type Update the information for a possible account type defined for your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param accountType account_type
  • @param accountTypeId UUID account_type_id

@return AccountType

func (*AccountApiService) UpdateAccountUsingPut ¶ 

func (a *AccountApiService) UpdateAccountUsingPut(ctx context.Context, account interface{}, accountId string) (Account, *http.Response, error)

AccountApiService Update an account Update the information for an account.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param account account
  • @param accountId UUID account_id

@return Account

func (*AccountApiService) UpdateClientAccountPermissionUsingPUT ¶ 

func (a *AccountApiService) UpdateClientAccountPermissionUsingPUT(ctx context.Context, accountId string, aclClientPermissionVO interface{}) (AccountPermissionVo, *http.Response, error)

AccountApiService Update an account permission Update an account permission

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param accountId account_id
  • @param aclClientPermissionVO aclClientPermissionVO

@return AccountPermissionVo

type AccountMap ¶ 

type AccountMap struct {
	// accountId
	AccountId string `json:"account_id"`
	// amount
	Amount int32 `json:"amount"`
}

type AccountPermissionVo ¶ 

type AccountPermissionVo struct {
	// accountId
	AccountId string `json:"account_id,omitempty"`
	// PermissionVO
	Clients []PermissionVo `json:"clients,omitempty"`
}

AccountPermissionVO Object

type AccountPortfolioRebalanceRequest ¶ 

type AccountPortfolioRebalanceRequest struct {
	// buyThreshold
	BuyThreshold float64 `json:"buy_threshold,omitempty"`
	// buyTransactionCodeId
	BuyTransactionCodeId string `json:"buy_transaction_code_id,omitempty"`
	// cashPortfolioId
	CashPortfolioId string `json:"cash_portfolio_id,omitempty"`
	// cashSecId
	CashSecId string `json:"cash_sec_id,omitempty"`
	// clientId
	ClientId string `json:"client_id,omitempty"`
	// commitOrders
	CommitOrders bool `json:"commit_orders,omitempty"`
	// nonFractional
	NonFractional bool `json:"non_fractional,omitempty"`
	// portThreshold
	PortThreshold float64 `json:"port_threshold,omitempty"`
	// restrictionsOn
	RestrictionsOn bool `json:"restrictions_on,omitempty"`
	// sellThreshold
	SellThreshold float64 `json:"sell_threshold,omitempty"`
	// sellTransactionCodeId
	SellTransactionCodeId string `json:"sell_transaction_code_id,omitempty"`
	// tenantId
	TenantId string `json:"tenant_id,omitempty"`
	// useCashAvailable
	UseCashAvailable bool `json:"use_cash_available,omitempty"`
	// useStrategic
	UseStrategic bool `json:"use_strategic,omitempty"`
}

AccountPortfolioRebalanceRequest Object

type AccountStatus ¶ 

type AccountStatus struct {
	// accountId
	AccountId string `json:"account_id"`
	// comments
	Comments    string            `json:"comments,omitempty"`
	CreateDate  string            `json:"create_date,omitempty"`
	Id          string            `json:"id,omitempty"`
	Metadata    map[string]string `json:"metadata,omitempty"`
	SecondaryId string            `json:"secondary_id,omitempty"`
	// stageId
	StageId string `json:"stage_id"`
	// status
	Status     string `json:"status,omitempty"`
	UpdateDate string `json:"update_date,omitempty"`
}

ClientAccountLevelDetail Object

type AccountType ¶ 

type AccountType struct {
	// category
	Category string `json:"category,omitempty"`
	// code
	Code       string `json:"code,omitempty"`
	CreateDate string `json:"create_date,omitempty"`
	Id         string `json:"id,omitempty"`
	// isActive
	IsActive bool `json:"is_active,omitempty"`
	// isAsset
	IsAsset bool `json:"is_asset,omitempty"`
	// isBusiness
	IsBusiness bool `json:"is_business,omitempty"`
	// isCash
	IsCash bool `json:"is_cash,omitempty"`
	// isInvestment
	IsInvestment bool `json:"is_investment,omitempty"`
	// isTaxable
	IsTaxable bool              `json:"is_taxable,omitempty"`
	Metadata  map[string]string `json:"metadata,omitempty"`
	// name
	Name        string `json:"name"`
	SecondaryId string `json:"secondary_id,omitempty"`
	// shortName
	ShortName string `json:"short_name,omitempty"`
	// subcategory
	Subcategory string `json:"subcategory,omitempty"`
	UpdateDate  string `json:"update_date,omitempty"`
}

AccountType Object

type AclClientPermissionVo ¶ 

type AclClientPermissionVo struct {
	// accountId
	AccountId string `json:"account_id,omitempty"`
	// clientId
	ClientId string `json:"client_id,omitempty"`
	// permissionType
	PermissionType string `json:"permission_type,omitempty"`
}

type AggregationAccount ¶ 

type AggregationAccount struct {
	// accountCategoryId
	AccountCategoryId string `json:"account_category_id,omitempty"`
	// accountHolder
	AccountHolder string `json:"account_holder,omitempty"`
	// accountName
	AccountName   string `json:"account_name"`
	AccountNumber string `json:"account_number,omitempty"`
	// apr
	Apr float32 `json:"apr,omitempty"`
	// apy
	Apy float32 `json:"apy,omitempty"`
	// bankLinkId
	BankLinkId string `json:"bank_link_id,omitempty"`
	// businessId
	BusinessId string `json:"business_id,omitempty"`
	// category
	Category string `json:"category,omitempty"`
	// clientId
	ClientId   string `json:"client_id,omitempty"`
	CreateDate string `json:"create_date,omitempty"`
	// creditLimit
	CreditLimit float32 `json:"credit_limit,omitempty"`
	// currencyCode
	CurrencyCode string `json:"currency_code,omitempty"`
	// deathBenefit
	DeathBenefit float32 `json:"death_benefit,omitempty"`
	// financialOfferId
	FinancialOfferId string `json:"financial_offer_id,omitempty"`
	Id               string `json:"id,omitempty"`
	// institutionId
	InstitutionId string `json:"institution_id,omitempty"`
	// institutionName
	InstitutionName string `json:"institution_name"`
	// interestRate
	InterestRate float32 `json:"interest_rate,omitempty"`
	// isActive
	IsActive     bool `json:"is_active,omitempty"`
	IsAsset      bool `json:"is_asset,omitempty"`
	IsBusiness   bool `json:"is_business,omitempty"`
	IsCash       bool `json:"is_cash,omitempty"`
	IsInvestment bool `json:"is_investment,omitempty"`
	// isLinkVerified
	IsLinkVerified bool `json:"is_link_verified,omitempty"`
	// isManual
	IsManual bool `json:"is_manual,omitempty"`
	// lastPayment
	LastPayment float32 `json:"last_payment,omitempty"`
	// lastPaymentDate
	LastPaymentDate string `json:"last_payment_date,omitempty"`
	// mask
	Mask string `json:"mask,omitempty"`
	// maturityDate
	MaturityDate string            `json:"maturity_date,omitempty"`
	Metadata     map[string]string `json:"metadata,omitempty"`
	// minimumPayment
	MinimumPayment float32 `json:"minimum_payment,omitempty"`
	// nextPaymentDate
	NextPaymentDate string `json:"next_payment_date,omitempty"`
	SecondaryId     string `json:"secondary_id,omitempty"`
	// subcategory
	Subcategory string `json:"subcategory,omitempty"`
	UpdateDate  string `json:"update_date,omitempty"`
}

Aggregation Account Object

type AggregationAccountApiGetAggregationAccountAggregateDataUsingGetOpts ¶ 

type AggregationAccountApiGetAggregationAccountAggregateDataUsingGetOpts struct {
	CurrencyConversion optional.String
}

type AggregationAccountApiGetAggregationAccountAllUsingGetOpts ¶ 

type AggregationAccountApiGetAggregationAccountAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type AggregationAccountApiGetAggregationAccountBalanceAllUsingGetOpts ¶ 

type AggregationAccountApiGetAggregationAccountBalanceAllUsingGetOpts struct {
	Ascending          optional.Bool
	CurrencyConversion optional.String
	Filter             optional.String
	OrderBy            optional.String
	Page               optional.Int32
	Size               optional.Int32
}

type AggregationAccountApiGetAggregationAccountBalanceUsingGetOpts ¶ 

type AggregationAccountApiGetAggregationAccountBalanceUsingGetOpts struct {
	CurrencyConversion optional.String
}

type AggregationAccountApiGetAggregationAccountHoldingAllUsingGetOpts ¶ 

type AggregationAccountApiGetAggregationAccountHoldingAllUsingGetOpts struct {
	Ascending          optional.Bool
	CurrencyConversion optional.String
	Filter             optional.String
	OrderBy            optional.String
	Page               optional.Int32
	Size               optional.Int32
}

type AggregationAccountApiGetAggregationAccountHoldingUsingGetOpts ¶ 

type AggregationAccountApiGetAggregationAccountHoldingUsingGetOpts struct {
	CurrencyConversion optional.String
}

type AggregationAccountApiGetAggregationAccountOverviewByBusinessIdUsingGetOpts ¶ 

type AggregationAccountApiGetAggregationAccountOverviewByBusinessIdUsingGetOpts struct {
	CurrencyConversion optional.String
}

type AggregationAccountApiGetAggregationAccountOverviewUsingGetOpts ¶ 

type AggregationAccountApiGetAggregationAccountOverviewUsingGetOpts struct {
	CurrencyConversion optional.String
}

type AggregationAccountApiGetAggregationAccountTransactionAllUsingGetOpts ¶ 

type AggregationAccountApiGetAggregationAccountTransactionAllUsingGetOpts struct {
	Ascending          optional.Bool
	CurrencyConversion optional.String
	Filter             optional.String
	OrderBy            optional.String
	Page               optional.Int32
	Size               optional.Int32
}

type AggregationAccountApiGetAggregationAccountTransactionUsingGetOpts ¶ 

type AggregationAccountApiGetAggregationAccountTransactionUsingGetOpts struct {
	CurrencyConversion optional.String
}

type AggregationAccountApiService ¶ 

type AggregationAccountApiService service

func (*AggregationAccountApiService) CreateAggregationAccountBalanceBulkUsingPost ¶ 

func (a *AggregationAccountApiService) CreateAggregationAccountBalanceBulkUsingPost(ctx context.Context, aggregationAccountBalance []AggregationAccountBalance) ([]AggregationAccountBalance, *http.Response, error)

AggregationAccountApiService Create a bulk aggregation account balance Create a balance records under an aggregation accounts.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param aggregationAccountBalance aggregationAccountBalance

@return []AggregationAccountBalance

func (*AggregationAccountApiService) CreateAggregationAccountBalanceUsingPost ¶ 

func (a *AggregationAccountApiService) CreateAggregationAccountBalanceUsingPost(ctx context.Context, aggregationAccountBalance AggregationAccountBalance) (AggregationAccountBalance, *http.Response, error)

AggregationAccountApiService Create an aggregation account balance Create a balance record under an aggregation account.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param aggregationAccountBalance aggregationAccountBalance

@return AggregationAccountBalance

func (*AggregationAccountApiService) CreateAggregationAccountBulkUsingPost ¶ 

func (a *AggregationAccountApiService) CreateAggregationAccountBulkUsingPost(ctx context.Context, aggregationAccountList []AggregationAccount) ([]AggregationAccount, *http.Response, error)

AggregationAccountApiService Create a bulk aggregation account Create a bulk aggregation account under a client.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param aggregationAccountList aggregationAccountList

@return []AggregationAccount

func (*AggregationAccountApiService) CreateAggregationAccountHoldingBulkUsingPost ¶ 

func (a *AggregationAccountApiService) CreateAggregationAccountHoldingBulkUsingPost(ctx context.Context, aggregationTransaction []AggregationAccountHolding) ([]AggregationAccountHolding, *http.Response, error)

AggregationAccountApiService Create a bulk aggregation account holding Create a bulk aggregation account holding.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param aggregationTransaction aggregationTransaction

@return []AggregationAccountHolding

func (*AggregationAccountApiService) CreateAggregationAccountHoldingUsingPost ¶ 

func (a *AggregationAccountApiService) CreateAggregationAccountHoldingUsingPost(ctx context.Context, aggregationAccountHolding AggregationAccountHolding) (AggregationAccountHolding, *http.Response, error)

AggregationAccountApiService Create an aggregation account holding Create a holding record under an aggregation account.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param aggregationAccountHolding aggregationAccountHolding

@return AggregationAccountHolding

func (*AggregationAccountApiService) CreateAggregationAccountTransactionBulkUsingPost ¶ 

func (a *AggregationAccountApiService) CreateAggregationAccountTransactionBulkUsingPost(ctx context.Context, aggregationAccountTransactions []AggregationAccountTransaction) ([]AggregationAccountTransaction, *http.Response, error)

AggregationAccountApiService Create a bulk aggregation account transaction Create a bulk transaction record under an aggregation account.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param aggregationAccountTransactions aggregationAccountTransactions

@return []AggregationAccountTransaction

func (*AggregationAccountApiService) CreateAggregationAccountTransactionUsingPost ¶ 

func (a *AggregationAccountApiService) CreateAggregationAccountTransactionUsingPost(ctx context.Context, aggregationAccountTransaction AggregationAccountTransaction) (AggregationAccountTransaction, *http.Response, error)

AggregationAccountApiService Create an aggregation account transaction Create a transaction record under an aggregation account.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param aggregationAccountTransaction aggregationAccountTransaction

@return AggregationAccountTransaction

func (*AggregationAccountApiService) CreateAggregationAccountUsingPost ¶ 

func (a *AggregationAccountApiService) CreateAggregationAccountUsingPost(ctx context.Context, aggregationAccount AggregationAccount) (AggregationAccount, *http.Response, error)

AggregationAccountApiService Create an aggregation account Create an aggregation account under a client.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param aggregationAccount aggregationAccount

@return AggregationAccount

func (*AggregationAccountApiService) DeleteAggregationAccountBalanceUsingDelete ¶ 

func (a *AggregationAccountApiService) DeleteAggregationAccountBalanceUsingDelete(ctx context.Context, aggregationAccountBalanceId string) (*http.Response, error)

AggregationAccountApiService Delete an aggregation account balance Permanently delete a balance record for an aggregation account.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param aggregationAccountBalanceId UUID aggregation_account_balance_id

func (*AggregationAccountApiService) DeleteAggregationAccountHoldingUsingDelete ¶ 

func (a *AggregationAccountApiService) DeleteAggregationAccountHoldingUsingDelete(ctx context.Context, aggregationAccountHoldingId string) (*http.Response, error)

AggregationAccountApiService Delete an aggregation account holding Permanently delete a holding record for an aggregation account.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param aggregationAccountHoldingId UUID aggregation_account_holding_id

func (*AggregationAccountApiService) DeleteAggregationAccountTransactionUsingDelete ¶ 

func (a *AggregationAccountApiService) DeleteAggregationAccountTransactionUsingDelete(ctx context.Context, aggregationAccountTransactionId string) (*http.Response, error)

AggregationAccountApiService Delete an aggregation account transaction Permanently delete a transaction record for an aggregation account.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param aggregationAccountTransactionId UUID aggregation_account_transaction_id

func (*AggregationAccountApiService) DeleteAggregationAccountUsingDelete ¶ 

func (a *AggregationAccountApiService) DeleteAggregationAccountUsingDelete(ctx context.Context, aggregationAccountId string) (*http.Response, error)

AggregationAccountApiService Delete an aggregation account Permanently delete an aggregation account under a client.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param aggregationAccountId UUID aggregation_account_id

func (*AggregationAccountApiService) GetAggregationAccountAggregateDataUsingGet ¶ 

func (a *AggregationAccountApiService) GetAggregationAccountAggregateDataUsingGet(ctx context.Context, aggregationAccountId string, localVarOptionals *AggregationAccountApiGetAggregationAccountAggregateDataUsingGetOpts) (interface{}, *http.Response, error)

func (*AggregationAccountApiService) GetAggregationAccountAllUsingGet ¶ 

func (a *AggregationAccountApiService) GetAggregationAccountAllUsingGet(ctx context.Context, localVarOptionals *AggregationAccountApiGetAggregationAccountAllUsingGetOpts) (PageAggregationAccount, *http.Response, error)

func (*AggregationAccountApiService) GetAggregationAccountBalanceAllUsingGet ¶ 

func (a *AggregationAccountApiService) GetAggregationAccountBalanceAllUsingGet(ctx context.Context, localVarOptionals *AggregationAccountApiGetAggregationAccountBalanceAllUsingGetOpts) (PageAggregationAccountBalance, *http.Response, error)

func (*AggregationAccountApiService) GetAggregationAccountBalanceUsingGet ¶ 

func (a *AggregationAccountApiService) GetAggregationAccountBalanceUsingGet(ctx context.Context, aggregationAccountBalanceId string, localVarOptionals *AggregationAccountApiGetAggregationAccountBalanceUsingGetOpts) (AggregationAccountBalance, *http.Response, error)

func (*AggregationAccountApiService) GetAggregationAccountHoldingAllUsingGet ¶ 

func (a *AggregationAccountApiService) GetAggregationAccountHoldingAllUsingGet(ctx context.Context, localVarOptionals *AggregationAccountApiGetAggregationAccountHoldingAllUsingGetOpts) (PageAggregationAccountHolding, *http.Response, error)

func (*AggregationAccountApiService) GetAggregationAccountHoldingUsingGet ¶ 

func (a *AggregationAccountApiService) GetAggregationAccountHoldingUsingGet(ctx context.Context, aggregationAccountHoldingId string, localVarOptionals *AggregationAccountApiGetAggregationAccountHoldingUsingGetOpts) (AggregationAccountHolding, *http.Response, error)

func (*AggregationAccountApiService) GetAggregationAccountOverviewByBusinessIdUsingGet ¶ 

func (a *AggregationAccountApiService) GetAggregationAccountOverviewByBusinessIdUsingGet(ctx context.Context, businessId string, localVarOptionals *AggregationAccountApiGetAggregationAccountOverviewByBusinessIdUsingGetOpts) (interface{}, *http.Response, error)

func (*AggregationAccountApiService) GetAggregationAccountOverviewUsingGet ¶ 

func (a *AggregationAccountApiService) GetAggregationAccountOverviewUsingGet(ctx context.Context, clientId string, localVarOptionals *AggregationAccountApiGetAggregationAccountOverviewUsingGetOpts) (interface{}, *http.Response, error)

func (*AggregationAccountApiService) GetAggregationAccountTransactionAllUsingGet ¶ 

func (a *AggregationAccountApiService) GetAggregationAccountTransactionAllUsingGet(ctx context.Context, localVarOptionals *AggregationAccountApiGetAggregationAccountTransactionAllUsingGetOpts) (PageAggregationAccountTransaction, *http.Response, error)

func (*AggregationAccountApiService) GetAggregationAccountTransactionUsingGet ¶ 

func (a *AggregationAccountApiService) GetAggregationAccountTransactionUsingGet(ctx context.Context, aggregationAccountTransactionId string, localVarOptionals *AggregationAccountApiGetAggregationAccountTransactionUsingGetOpts) (AggregationAccountTransaction, *http.Response, error)

func (*AggregationAccountApiService) GetAggregationAccountUsingGet ¶ 

func (a *AggregationAccountApiService) GetAggregationAccountUsingGet(ctx context.Context, aggregationAccountId string) (AggregationAccount, *http.Response, error)

AggregationAccountApiService Retrieve an aggregation account Retrieve the information for a specific aggregation account associated with a client.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param aggregationAccountId UUID aggregation_account_id

@return AggregationAccount

func (*AggregationAccountApiService) UpdateAggregationAccountBalanceUsingPut ¶ 

func (a *AggregationAccountApiService) UpdateAggregationAccountBalanceUsingPut(ctx context.Context, aggregationAccountBalance interface{}, aggregationAccountBalanceId string) (AggregationAccountBalance, *http.Response, error)

AggregationAccountApiService Update an aggregation account balance Update a balance record for an aggregation account.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param aggregationAccountBalance aggregation_account_balance
  • @param aggregationAccountBalanceId UUID aggregation_account_balance_id

@return AggregationAccountBalance

func (*AggregationAccountApiService) UpdateAggregationAccountBulkUsingPut ¶ 

func (a *AggregationAccountApiService) UpdateAggregationAccountBulkUsingPut(ctx context.Context, aggregationAccountList []interface{}) ([]AggregationAccount, *http.Response, error)

AggregationAccountApiService Update a bulk aggregation account Update a bulk aggregation account under a client.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param aggregationAccountList aggregationAccountList

@return []AggregationAccount

func (*AggregationAccountApiService) UpdateAggregationAccountHoldingBulkUsingPut ¶ 

func (a *AggregationAccountApiService) UpdateAggregationAccountHoldingBulkUsingPut(ctx context.Context, aggregationAccountHolding []interface{}) ([]AggregationAccountHolding, *http.Response, error)

AggregationAccountApiService Update an bulk aggregation account holding Update a bulk holding record for an aggregation account.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param aggregationAccountHolding aggregationAccountHolding

@return []AggregationAccountHolding

func (*AggregationAccountApiService) UpdateAggregationAccountHoldingUsingPut ¶ 

func (a *AggregationAccountApiService) UpdateAggregationAccountHoldingUsingPut(ctx context.Context, aggregationAccountHolding interface{}, aggregationAccountHoldingId string) (AggregationAccountHolding, *http.Response, error)

AggregationAccountApiService Update an aggregation account holding Update a holding record for an aggregation account.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param aggregationAccountHolding aggregation_account_holding
  • @param aggregationAccountHoldingId UUID aggregation_account_holding_id

@return AggregationAccountHolding

func (*AggregationAccountApiService) UpdateAggregationAccountTransactionUsingPut ¶ 

func (a *AggregationAccountApiService) UpdateAggregationAccountTransactionUsingPut(ctx context.Context, aggregationAccountTransaction interface{}, aggregationAccountTransactionId string) (AggregationAccountTransaction, *http.Response, error)

AggregationAccountApiService Update an aggregation account transaction Update a transaction record for an aggregation account.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param aggregationAccountTransaction aggregation_account_transaction
  • @param aggregationAccountTransactionId UUID aggregation_account_transaction_id

@return AggregationAccountTransaction

func (*AggregationAccountApiService) UpdateAggregationAccountUsingPut ¶ 

func (a *AggregationAccountApiService) UpdateAggregationAccountUsingPut(ctx context.Context, aggregationAccount interface{}, aggregationAccountId string) (AggregationAccount, *http.Response, error)

AggregationAccountApiService Update an aggregation account Update the information for an aggregation account.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param aggregationAccount aggregation_account
  • @param aggregationAccountId UUID aggregation_account_id

@return AggregationAccount

type AggregationAccountBalance ¶ 

type AggregationAccountBalance struct {
	// aggregationAccountId
	AggregationAccountId string `json:"aggregation_account_id,omitempty"`
	// availableBalance
	AvailableBalance float64 `json:"available_balance,omitempty"`
	// availableCredit
	AvailableCredit float64 `json:"available_credit,omitempty"`
	// balance
	Balance float64 `json:"balance,omitempty"`
	// balanceTimeStamp
	BalanceTimeStamp string `json:"balance_time_stamp,omitempty"`
	CreateDate       string `json:"create_date,omitempty"`
	// currencyCode
	CurrencyCode string `json:"currency_code"`
	Id           string `json:"id,omitempty"`
	// isActive
	IsActive    bool   `json:"is_active,omitempty"`
	SecondaryId string `json:"secondary_id,omitempty"`
	UpdateDate  string `json:"update_date,omitempty"`
}

Aggregation Account Balance Object

type AggregationAccountHolding ¶ 

type AggregationAccountHolding struct {
	// aggregationAccountId
	AggregationAccountId string  `json:"aggregation_account_id,omitempty"`
	Amount               float64 `json:"amount,omitempty"`
	AssetClass           string  `json:"asset_class,omitempty"`
	CostBasis            float64 `json:"cost_basis,omitempty"`
	CreateDate           string  `json:"create_date,omitempty"`
	CurrencyCode         string  `json:"currency_code,omitempty"`
	Cusip                string  `json:"cusip,omitempty"`
	Exchange             string  `json:"exchange,omitempty"`
	// holdingDate
	HoldingDate string `json:"holding_date,omitempty"`
	HoldingType string `json:"holding_type,omitempty"`
	Id          string `json:"id,omitempty"`
	// isin
	Isin        string            `json:"isin,omitempty"`
	Metadata    map[string]string `json:"metadata,omitempty"`
	Price       float64           `json:"price,omitempty"`
	SecondaryId string            `json:"secondary_id,omitempty"`
	Shares      float64           `json:"shares"`
	// ticker
	Ticker string `json:"ticker,omitempty"`
	// tickerName
	TickerName string `json:"ticker_name,omitempty"`
	UpdateDate string `json:"update_date,omitempty"`
}

Aggregation Account Holding Object

type AggregationAccountTransaction ¶ 

type AggregationAccountTransaction struct {
	// aggregationAccountId
	AggregationAccountId string      `json:"aggregation_account_id,omitempty"`
	BankCredit           *BankCredit `json:"bank_credit,omitempty"`
	Cash                 *Cash       `json:"cash,omitempty"`
	CreateDate           string      `json:"create_date,omitempty"`
	// currencyCode
	CurrencyCode       string            `json:"currency_code"`
	Id                 string            `json:"id,omitempty"`
	Investment         *Investment       `json:"investment,omitempty"`
	IsExcludedAnalysis bool              `json:"is_excluded_analysis,omitempty"`
	IsFee              bool              `json:"is_fee,omitempty"`
	IsRecurring        bool              `json:"is_recurring,omitempty"`
	IsTransfer         bool              `json:"is_transfer,omitempty"`
	Metadata           map[string]string `json:"metadata,omitempty"`
	SecondaryId        string            `json:"secondary_id,omitempty"`
	// status
	Status string `json:"status,omitempty"`
	// transactionDate
	TransactionDate string `json:"transaction_date"`
	UpdateDate      string `json:"update_date,omitempty"`
}

Aggregation Account Transaction Object

type AggregationAccountsMap ¶ 

type AggregationAccountsMap struct {
	// aggregationAccountId
	AggregationAccountId string `json:"aggregation_account_id"`
	// amount
	Amount int32 `json:"amount"`
}

type Allocation ¶ 

type Allocation struct {
	// benchmarkId
	BenchmarkId string `json:"benchmark_id,omitempty"`
	Category    string `json:"category,omitempty"`
	// clientId
	ClientId   string `json:"client_id,omitempty"`
	CreateDate string `json:"create_date,omitempty"`
	// description
	Description string `json:"description,omitempty"`
	Id          string `json:"id,omitempty"`
	// inceptionDate
	InceptionDate string `json:"inception_date,omitempty"`
	// isActive
	IsActive bool              `json:"is_active,omitempty"`
	Metadata map[string]string `json:"metadata,omitempty"`
	// name
	Name    string              `json:"name"`
	NodeMap []AllocationNodeMap `json:"node_map,omitempty"`
	// performance
	Performance float64 `json:"performance,omitempty"`
	SecondaryId string  `json:"secondary_id,omitempty"`
	UpdateDate  string  `json:"update_date,omitempty"`
	// volatility
	Volatility float64 `json:"volatility,omitempty"`
}

Allocation Object

type AllocationAggregatedVo ¶ 

type AllocationAggregatedVo struct {
	AllocationCategory     string                              `json:"allocation_category,omitempty"`
	AllocationCompositions []AllocationCompositionAggregatedVo `json:"allocation_compositions,omitempty"`
	AllocationDescription  string                              `json:"allocation_description,omitempty"`
	AllocationId           string                              `json:"allocation_id,omitempty"`
	AllocationName         string                              `json:"allocation_name,omitempty"`
	AllocationSecondaryId  string                              `json:"allocation_secondary_id,omitempty"`
}

type AllocationApiGetAllocationAllAssetSizeAllUsingGetOpts ¶ 

type AllocationApiGetAllocationAllAssetSizeAllUsingGetOpts struct {
	EndDate         optional.String
	GetLatest       optional.Bool
	IsCurrentWeight optional.Bool
	SortType        optional.String
	StartDate       optional.String
}

type AllocationApiGetAllocationAllHoldingAllUsingGetOpts ¶ 

type AllocationApiGetAllocationAllHoldingAllUsingGetOpts struct {
	EndDate   optional.String
	StartDate optional.String
}

type AllocationApiGetAllocationAllTransactionAllUsingGetOpts ¶ 

type AllocationApiGetAllocationAllTransactionAllUsingGetOpts struct {
	Ascending optional.Bool
	EndDate   optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
	StartDate optional.String
}

type AllocationApiGetAllocationAllUsingGetOpts ¶ 

type AllocationApiGetAllocationAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type AllocationApiGetAllocationCompositionAllUsingGetOpts ¶ 

type AllocationApiGetAllocationCompositionAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type AllocationApiService ¶ 

type AllocationApiService service

func (*AllocationApiService) CreateAllocationCompositionUsingPost ¶ 

func (a *AllocationApiService) CreateAllocationCompositionUsingPost(ctx context.Context, allocRequest AllocationComposition) (AllocationComposition, *http.Response, error)

AllocationApiService Create an allocation composition Create a new allocation composition record for an allocation.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param allocRequest allocRequest

@return AllocationComposition

func (*AllocationApiService) CreateAllocationUsingPost ¶ 

func (a *AllocationApiService) CreateAllocationUsingPost(ctx context.Context, allocationRequest Allocation) (Allocation, *http.Response, error)

AllocationApiService Create an allocation Create a new allocation for your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param allocationRequest allocationRequest

@return Allocation

func (*AllocationApiService) DeleteAllocationCompositionUsingDelete ¶ 

func (a *AllocationApiService) DeleteAllocationCompositionUsingDelete(ctx context.Context, allocationCompositionId string) (*http.Response, error)

AllocationApiService Delete an allocation composition Permanently delete an allocation composition record for an allocation.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param allocationCompositionId UUID allocation_composition_id

func (*AllocationApiService) DeleteAllocationUsingDelete ¶ 

func (a *AllocationApiService) DeleteAllocationUsingDelete(ctx context.Context, allocationId string) (*http.Response, error)

AllocationApiService Delete an allocation Permanently delete an allocation defined by your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param allocationId UUID allocation_id

func (*AllocationApiService) GetAllocationAllAggregateDataUsingGet ¶ 

func (a *AllocationApiService) GetAllocationAllAggregateDataUsingGet(ctx context.Context, allocationId string) (AllocationAggregatedVo, *http.Response, error)

AllocationApiService List all Allocation aggregated data overview

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param allocationId Allocation Id

@return AllocationAggregatedVo

func (*AllocationApiService) GetAllocationAllAssetSizeAllUsingGet ¶ 

func (a *AllocationApiService) GetAllocationAllAssetSizeAllUsingGet(ctx context.Context, allocationId string, localVarOptionals *AllocationApiGetAllocationAllAssetSizeAllUsingGetOpts) ([]DateDoubleVo, *http.Response, error)

func (*AllocationApiService) GetAllocationAllHoldingAllUsingGet ¶ 

func (a *AllocationApiService) GetAllocationAllHoldingAllUsingGet(ctx context.Context, allocationId string, localVarOptionals *AllocationApiGetAllocationAllHoldingAllUsingGetOpts) ([]ModelHoldingVo, *http.Response, error)

func (*AllocationApiService) GetAllocationAllTransactionAllUsingGet ¶ 

func (a *AllocationApiService) GetAllocationAllTransactionAllUsingGet(ctx context.Context, allocationId string, localVarOptionals *AllocationApiGetAllocationAllTransactionAllUsingGetOpts) (PageModelTransaction, *http.Response, error)

func (*AllocationApiService) GetAllocationAllUsingGet ¶ 

func (a *AllocationApiService) GetAllocationAllUsingGet(ctx context.Context, localVarOptionals *AllocationApiGetAllocationAllUsingGetOpts) (PageAllocation, *http.Response, error)

func (*AllocationApiService) GetAllocationCompositionAllUsingGet ¶ 

func (a *AllocationApiService) GetAllocationCompositionAllUsingGet(ctx context.Context, localVarOptionals *AllocationApiGetAllocationCompositionAllUsingGetOpts) (PageAllocationComposition, *http.Response, error)

func (*AllocationApiService) GetAllocationCompositionUsingGet ¶ 

func (a *AllocationApiService) GetAllocationCompositionUsingGet(ctx context.Context, allocationCompositionId string) (AllocationComposition, *http.Response, error)

AllocationApiService Retrieve an allocation composition Retrieve the information of an allocation composition record for an allocation.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param allocationCompositionId UUID allocation_composition_id

@return AllocationComposition

func (*AllocationApiService) GetAllocationUsingGet ¶ 

func (a *AllocationApiService) GetAllocationUsingGet(ctx context.Context, allocationId string) (Allocation, *http.Response, error)

AllocationApiService Retrieve an allocation Retrieve the information for an allocation defined by your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param allocationId UUID allocation_id

@return Allocation

func (*AllocationApiService) UpdateAllocationCompositionUsingPut ¶ 

func (a *AllocationApiService) UpdateAllocationCompositionUsingPut(ctx context.Context, allocationComposition interface{}, allocationCompositionId string) (AllocationComposition, *http.Response, error)

AllocationApiService Update an allocation composition Update the information of an allocation composition record for an allocation.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param allocationComposition allocation_composition
  • @param allocationCompositionId UUID allocation_composition_id

@return AllocationComposition

func (*AllocationApiService) UpdateAllocationUsingPut ¶ 

func (a *AllocationApiService) UpdateAllocationUsingPut(ctx context.Context, allocation interface{}, allocationId string) (Allocation, *http.Response, error)

AllocationApiService Update an allocation Update an allocation defined by your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param allocation allocation
  • @param allocationId UUID allocation_id

@return Allocation

type AllocationComposition ¶ 

type AllocationComposition struct {
	// allocationId
	AllocationId string `json:"allocation_id"`
	// core
	Core       bool   `json:"core,omitempty"`
	CreateDate string `json:"create_date,omitempty"`
	// currentWeight
	CurrentWeight float64 `json:"current_weight"`
	// date
	Date     string            `json:"date"`
	Id       string            `json:"id,omitempty"`
	Metadata map[string]string `json:"metadata,omitempty"`
	// modelId
	ModelId     string `json:"model_id"`
	SecondaryId string `json:"secondary_id,omitempty"`
	// strategicWeight
	StrategicWeight float64 `json:"strategic_weight"`
	UpdateDate      string  `json:"update_date,omitempty"`
}

type AllocationCompositionAggregatedVo ¶ 

type AllocationCompositionAggregatedVo struct {
	AllocationCompositionCreateDate string                                 `json:"allocation_composition_create_date,omitempty"`
	AllocationCompositionDate       string                                 `json:"allocation_composition_date,omitempty"`
	AllocationCompositionId         string                                 `json:"allocation_composition_id,omitempty"`
	AllocationCompositionUpdateDate string                                 `json:"allocation_composition_update_date,omitempty"`
	ModelCategory                   string                                 `json:"model_category,omitempty"`
	ModelCurrentWeight              float64                                `json:"model_current_weight,omitempty"`
	ModelDescription                string                                 `json:"model_description,omitempty"`
	ModelHoldings                   []AllocationCompositionModelHoldingsVo `json:"model_holdings,omitempty"`
	ModelId                         string                                 `json:"model_id,omitempty"`
	ModelName                       string                                 `json:"model_name,omitempty"`
	ModelSecondaryId                string                                 `json:"model_secondary_id,omitempty"`
	ModelStrategicWeight            float64                                `json:"model_strategic_weight,omitempty"`
}

type AllocationCompositionModelHoldingsVo ¶ 

type AllocationCompositionModelHoldingsVo struct {
	ModelHoldingDate      string                  `json:"model_holding_date,omitempty"`
	ModelHoldingId        string                  `json:"model_holding_id,omitempty"`
	SecurityAssetClass    string                  `json:"security_asset_class,omitempty"`
	SecurityCompositions  []SecurityCompositionVo `json:"security_compositions,omitempty"`
	SecurityCountries     []SecurityCountryVo     `json:"security_countries,omitempty"`
	SecurityCreateDate    string                  `json:"security_create_date,omitempty"`
	SecurityExchange      string                  `json:"security_exchange,omitempty"`
	SecurityId            string                  `json:"security_id,omitempty"`
	SecurityIndustry      string                  `json:"security_industry,omitempty"`
	SecurityName          string                  `json:"security_name,omitempty"`
	SecuritySecondaryId   string                  `json:"security_secondary_id,omitempty"`
	SecuritySector        string                  `json:"security_sector,omitempty"`
	SecuritySecurityClass string                  `json:"security_security_class,omitempty"`
	SecurityTicker        string                  `json:"security_ticker,omitempty"`
	SecurityUpdateDate    string                  `json:"security_update_date,omitempty"`
}

type AllocationNodeMap ¶ 

type AllocationNodeMap struct {
	// nodeId
	NodeId string `json:"node_id"`
}

type Answer ¶ 

type Answer struct {
	CreateDate string `json:"create_date,omitempty"`
	Id         string `json:"id,omitempty"`
	// image
	Image string `json:"image,omitempty"`
	// isDefault
	IsDefault bool `json:"is_default,omitempty"`
	// label
	Label string `json:"label,omitempty"`
	// metadata
	Metadata map[string]string `json:"metadata,omitempty"`
	// orderIndex
	OrderIndex string    `json:"order_index,omitempty"`
	Question   *Question `json:"question,omitempty"`
	// questionId
	QuestionId  string `json:"question_id,omitempty"`
	SecondaryId string `json:"secondary_id,omitempty"`
	Tooltip     string `json:"tooltip,omitempty"`
	UpdateDate  string `json:"update_date,omitempty"`
	// value
	Value string `json:"value"`
	// weight
	Weight float64 `json:"weight,omitempty"`
}

type AnswerMap ¶ 

type AnswerMap struct {
	AnswerId string `json:"answer_id,omitempty"`
}

type Application ¶ 

type Application struct {
	CreateDate string `json:"create_date,omitempty"`
	// description
	Description string `json:"description,omitempty"`
	// device
	Device string `json:"device,omitempty"`
	Id     string `json:"id,omitempty"`
	// metadata
	Metadata map[string]string `json:"metadata,omitempty"`
	// name
	Name        string `json:"name"`
	SecondaryId string `json:"secondary_id,omitempty"`
	UpdateDate  string `json:"update_date,omitempty"`
}

Application

type AuditLog ¶ 

type AuditLog struct {
	// accountIds
	AccountIds []string `json:"account_ids,omitempty"`
	// aggregationAccountIds
	AggregationAccountIds []string `json:"aggregation_account_ids,omitempty"`
	// allocationIds
	AllocationIds []string `json:"allocation_ids,omitempty"`
	// clientIds
	ClientIds  []string `json:"client_ids,omitempty"`
	CreateDate string   `json:"create_date,omitempty"`
	// goalIds
	GoalIds []string `json:"goal_ids,omitempty"`
	// id
	Id string `json:"id,omitempty"`
	// metadata
	Metadata map[string]string `json:"metadata,omitempty"`
	// modelIds
	ModelIds []string `json:"model_ids,omitempty"`
	// portfolioIds
	PortfolioIds []string `json:"portfolio_ids,omitempty"`
	Request      string   `json:"request,omitempty"`
	// requestUrl
	RequestUrl string `json:"request_url"`
	// response
	Response    string `json:"response"`
	SecondaryId string `json:"secondary_id,omitempty"`
	// securityIds
	SecurityIds []string `json:"security_ids,omitempty"`
	UpdateDate  string   `json:"update_date,omitempty"`
}

AuditLog Object

type Auth ¶ 

type Auth struct {
	AccessToken string `json:"access_token,omitempty"`
}

type AuthConfigurationService ¶ 

type AuthConfigurationService service

func (*AuthConfigurationService) CreateClientCredential ¶ 

func (a *AuthConfigurationService) CreateClientCredential(ctx context.Context,
	clientId string, clientSecret string, environment2 environment) (Auth, *http.Response, error)

func (*AuthConfigurationService) CreateClientTokenCredential ¶ 

func (a *AuthConfigurationService) CreateClientTokenCredential(ctx context.Context, clientId string, clientSecret string, client_token string, environment2 environment) (Auth, *http.Response, error)

func (*AuthConfigurationService) CreatePasswordCredential ¶ 

func (a *AuthConfigurationService) CreatePasswordCredential(ctx context.Context, clientId string, clientSecret string, username string,
	password string, environment2 environment) (Auth, *http.Response, error)

type AvailableDateDoubleVo ¶ 

type AvailableDateDoubleVo struct {
	// additions
	Additions float64 `json:"additions,omitempty"`
	// cashFlow
	CashFlow float64 `json:"cash_flow,omitempty"`
	// currencyCode
	CurrencyCode string `json:"currency_code,omitempty"`
	// date
	Date string `json:"date,omitempty"`
	// value
	Value float64 `json:"value,omitempty"`
	// valueAvailable
	ValueAvailable float64 `json:"value_available,omitempty"`
	// valuePending
	ValuePending float64 `json:"value_pending,omitempty"`
}

Available Date-Double Mapping Object

type Balances ¶ 

type Balances struct {
	// currencyCode
	CurrencyCode string `json:"currency_code,omitempty"`
	// payableOutstanding
	PayableOutstanding float64 `json:"payable_outstanding,omitempty"`
	// payableOverdue
	PayableOverdue float64 `json:"payable_overdue,omitempty"`
	// receivableOutstanding
	ReceivableOutstanding float64 `json:"receivable_outstanding,omitempty"`
	// receivableOverdue
	ReceivableOverdue float64 `json:"receivable_overdue,omitempty"`
}

Balances Object

type BankCredit ¶ 

type BankCredit struct {
	// amount
	Amount float64 `json:"amount"`
	// category
	Category string `json:"category,omitempty"`
	// description
	Description string    `json:"description,omitempty"`
	Location    *Location `json:"location,omitempty"`
	// memo
	Memo string `json:"memo,omitempty"`
	// merchant
	Merchant string `json:"merchant,omitempty"`
	// merchantId
	MerchantId string `json:"merchant_id,omitempty"`
	// subcategory
	Subcategory string `json:"subcategory,omitempty"`
	// transactionCategoryId
	TransactionCategoryId string `json:"transaction_category_id,omitempty"`
	// transactionType
	TransactionType string `json:"transaction_type"`
}

BankCredit Object 

type BankLink struct {
	// accountId
	AccountId string `json:"account_id,omitempty"`
	// availableBalance
	AvailableBalance float64 `json:"available_balance,omitempty"`
	// balance
	Balance float64 `json:"balance,omitempty"`
	// bankAccountHolder
	BankAccountHolder string `json:"bank_account_holder"`
	// bankAccountName
	BankAccountName string `json:"bank_account_name,omitempty"`
	// bankAccountNumber
	BankAccountNumber string `json:"bank_account_number"`
	// businessId
	BusinessId string `json:"business_id,omitempty"`
	// clientId
	ClientId   string `json:"client_id,omitempty"`
	CreateDate string `json:"create_date,omitempty"`
	// currencyCode
	CurrencyCode string `json:"currency_code,omitempty"`
	Id           string `json:"id,omitempty"`
	// institutionId
	InstitutionId string `json:"institution_id,omitempty"`
	// institutionName
	InstitutionName string `json:"institution_name"`
	// isActive
	IsActive bool `json:"is_active,omitempty"`
	// isDefault
	IsDefault bool `json:"is_default,omitempty"`
	// isLinkVerified
	IsLinkVerified bool `json:"is_link_verified,omitempty"`
	// linkVerifiedDate
	LinkVerifiedDate string `json:"link_verified_date,omitempty"`
	// mask
	Mask     string            `json:"mask,omitempty"`
	Metadata map[string]string `json:"metadata,omitempty"`
	// routing
	Routing string `json:"routing"`
	// routingWire
	RoutingWire string `json:"routing_wire,omitempty"`
	SecondaryId string `json:"secondary_id,omitempty"`
	// type
	Type_      string `json:"type,omitempty"`
	UpdateDate string `json:"update_date,omitempty"`
}

BankLink Object

type BankLinkMap ¶ 

type BankLinkMap struct {
	// bankLinkId
	BankLinkId string `json:"bank_link_id"`
	// weight
	Weight float32 `json:"weight"`
}

type BasicAuth ¶ 

type BasicAuth struct {
	UserName string `json:"userName,omitempty"`
	Password string `json:"password,omitempty"`
}

BasicAuth provides basic http authentication to a request passed via context using ContextBasicAuth

type Benchmark ¶ 

type Benchmark struct {
	// clientId
	ClientId string `json:"client_id,omitempty"`
	// composition
	Composition []BenchmarkComposition `json:"composition,omitempty"`
	CreateDate  string                 `json:"create_date,omitempty"`
	// description
	Description string `json:"description,omitempty"`
	Id          string `json:"id,omitempty"`
	// isActive
	IsActive bool              `json:"is_active,omitempty"`
	Metadata map[string]string `json:"metadata,omitempty"`
	// name
	Name        string `json:"name"`
	SecondaryId string `json:"secondary_id,omitempty"`
	UpdateDate  string `json:"update_date,omitempty"`
}

Benchmark Object

type BenchmarkApiGetBenchmarkAllUsingGetOpts ¶ 

type BenchmarkApiGetBenchmarkAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type BenchmarkApiGetBenchmarkAssetSizeAllUsingGetOpts ¶ 

type BenchmarkApiGetBenchmarkAssetSizeAllUsingGetOpts struct {
	EndDate   optional.String
	SortType  optional.String
	StartDate optional.String
}

type BenchmarkApiService ¶ 

type BenchmarkApiService service

func (*BenchmarkApiService) CreateBenchmarkUsingPost ¶ 

func (a *BenchmarkApiService) CreateBenchmarkUsingPost(ctx context.Context, benchmark Benchmark) (Benchmark, *http.Response, error)

BenchmarkApiService Create a benchmark Create a new benchmark for your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param benchmark benchmark

@return Benchmark

func (*BenchmarkApiService) DeleteBenchmarkUsingDelete ¶ 

func (a *BenchmarkApiService) DeleteBenchmarkUsingDelete(ctx context.Context, benchmarkId string) (*http.Response, error)

BenchmarkApiService Delete a benchmark Permanently delete a benchmark.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param benchmarkId UUID benchmark_id

func (*BenchmarkApiService) GetBenchmarkAllUsingGet ¶ 

func (a *BenchmarkApiService) GetBenchmarkAllUsingGet(ctx context.Context, localVarOptionals *BenchmarkApiGetBenchmarkAllUsingGetOpts) (PageBenchmark, *http.Response, error)

func (*BenchmarkApiService) GetBenchmarkAssetSizeAllUsingGet ¶ 

func (a *BenchmarkApiService) GetBenchmarkAssetSizeAllUsingGet(ctx context.Context, benchmarkId string, localVarOptionals *BenchmarkApiGetBenchmarkAssetSizeAllUsingGetOpts) ([]DateDoubleVo, *http.Response, error)

func (*BenchmarkApiService) GetBenchmarkUsingGet ¶ 

func (a *BenchmarkApiService) GetBenchmarkUsingGet(ctx context.Context, benchmarkId string) (Benchmark, *http.Response, error)

BenchmarkApiService Retrieve a benchmark Retrieve the information for a benchmark.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param benchmarkId UUID benchmark_id

@return Benchmark

func (*BenchmarkApiService) UpdateBenchmarkUsingPut ¶ 

func (a *BenchmarkApiService) UpdateBenchmarkUsingPut(ctx context.Context, benchmark interface{}, benchmarkId string) (Benchmark, *http.Response, error)

BenchmarkApiService Update a benchmark Updated the information for a benchmark.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param benchmark benchmark
  • @param benchmarkId UUID benchmark_id

@return Benchmark

type BenchmarkComposition ¶ 

type BenchmarkComposition struct {
	// securityId
	SecurityId string `json:"security_id"`
	// weight
	Weight float64 `json:"weight"`
}

type Brokers ¶ 

type Brokers struct {
	// broker_name
	BrokerName string `json:"broker_name"`
	// status
	Status string `json:"status"`
}

Brokers Object

type Budget ¶ 

type Budget struct {
	// accountId
	AccountId           string                     `json:"account_id,omitempty"`
	AggregationAccounts []BudgetAggregationAccount `json:"aggregation_accounts,omitempty"`
	Budget              []BudgetObject             `json:"budget,omitempty"`
	// cardId
	CardId string `json:"card_id,omitempty"`
	// clientId
	ClientId   string `json:"client_id"`
	CreateDate string `json:"create_date,omitempty"`
	// currencyCode
	CurrencyCode string `json:"currency_code"`
	// endDate
	EndDate string `json:"end_date,omitempty"`
	// frequency
	Frequency int32 `json:"frequency,omitempty"`
	// frequencyUnit
	FrequencyUnit string `json:"frequency_unit"`
	// goalId
	GoalId string `json:"goal_id,omitempty"`
	Id     string `json:"id,omitempty"`
	// is_active
	IsActive bool              `json:"is_active,omitempty"`
	Metadata map[string]string `json:"metadata,omitempty"`
	// name
	Name        string `json:"name"`
	SecondaryId string `json:"secondary_id,omitempty"`
	// startDate
	StartDate string `json:"start_date,omitempty"`
	// totalValue
	TotalValue float64 `json:"total_value,omitempty"`
	UpdateDate string  `json:"update_date,omitempty"`
}

Budget Object

type BudgetAggregationAccount ¶ 

type BudgetAggregationAccount struct {
	// node_id
	AggregationAccountId string `json:"aggregation_account_id"`
}

type BudgetApiGetBudgetAllUsingGetOpts ¶ 

type BudgetApiGetBudgetAllUsingGetOpts struct {
	Ascending          optional.Bool
	CurrencyConversion optional.String
	Filter             optional.String
	OrderBy            optional.String
	Page               optional.Int32
	Size               optional.Int32
}

type BudgetApiGetBudgetUsingGetOpts ¶ 

type BudgetApiGetBudgetUsingGetOpts struct {
	CurrencyConversion optional.String
}

type BudgetApiService ¶ 

type BudgetApiService service

func (*BudgetApiService) CreateBudgetUsingPost ¶ 

func (a *BudgetApiService) CreateBudgetUsingPost(ctx context.Context, budgetRequest Budget) (Budget, *http.Response, error)

BudgetApiService Create a budget request Create a new budget request.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param budgetRequest budgetRequest

@return Budget

func (*BudgetApiService) DeleteBudgetUsingDelete ¶ 

func (a *BudgetApiService) DeleteBudgetUsingDelete(ctx context.Context, budgetId string) (*http.Response, error)

BudgetApiService Delete a budget request Permanently delete a budget request.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param budgetId UUID budget_id

func (*BudgetApiService) GetBudgetAllUsingGet ¶ 

func (a *BudgetApiService) GetBudgetAllUsingGet(ctx context.Context, localVarOptionals *BudgetApiGetBudgetAllUsingGetOpts) (PageBudget, *http.Response, error)

func (*BudgetApiService) GetBudgetUsingGet ¶ 

func (a *BudgetApiService) GetBudgetUsingGet(ctx context.Context, budgetId string, localVarOptionals *BudgetApiGetBudgetUsingGetOpts) (Budget, *http.Response, error)

func (*BudgetApiService) UpdateBudgetUsingPut ¶ 

func (a *BudgetApiService) UpdateBudgetUsingPut(ctx context.Context, budget interface{}, budgetId string) (Budget, *http.Response, error)

BudgetApiService Update a budget request Update the information for a budget request.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param budget budget
  • @param budgetId UUID budget_id

@return Budget

type BudgetObject ¶ 

type BudgetObject struct {
	// category
	Category string `json:"category"`
	// subcategory
	Subcategory string `json:"subcategory,omitempty"`
	// value
	Value float64 `json:"value"`
}

BudgetObject Object

type BulkApiService ¶ 

type BulkApiService service

func (*BulkApiService) CreateBulkUsingPost ¶ 

func (a *BulkApiService) CreateBulkUsingPost(ctx context.Context, data JsonNode, entityUri string) (BulkTransaction, *http.Response, error)

BulkApiService Create a bulk data Create a new bulk data for your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param data data
  • @param entityUri UUID entity_uri

@return BulkTransaction

func (*BulkApiService) DeleteBulkUsingDelete ¶ 

func (a *BulkApiService) DeleteBulkUsingDelete(ctx context.Context, data JsonNode, entityUri string) (BulkTransaction, *http.Response, error)

BulkApiService Delete a bulk data Delete a bulk data for your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param data data
  • @param entityUri UUID entity_uri

@return BulkTransaction

func (*BulkApiService) GetBulkStatusUsingGet ¶ 

func (a *BulkApiService) GetBulkStatusUsingGet(ctx context.Context, id string) (BulkTransactionVo, *http.Response, error)

BulkApiService Status of bulk transaction Get the status of bulk transaction.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param id UUID Bulk Transaction Id

@return BulkTransactionVo

func (*BulkApiService) UpdateBulkUsingPut ¶ 

func (a *BulkApiService) UpdateBulkUsingPut(ctx context.Context, data interface{}, entityUri string) (BulkTransaction, *http.Response, error)

BulkApiService Update a bulk data Update a bulk data for your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param data data
  • @param entityUri UUID entity_uri

@return BulkTransaction

type BulkTransaction ¶ 

type BulkTransaction struct {
	CreateDate  string      `json:"create_date,omitempty"`
	Data        interface{} `json:"data,omitempty"`
	Id          string      `json:"id,omitempty"`
	SecondaryId string      `json:"secondary_id,omitempty"`
	Status      string      `json:"status,omitempty"`
	UpdateDate  string      `json:"update_date,omitempty"`
}

type BulkTransactionVo ¶ 

type BulkTransactionVo struct {
	Error_   interface{} `json:"error,omitempty"`
	Id       string      `json:"id,omitempty"`
	Progress interface{} `json:"progress,omitempty"`
	Status   string      `json:"status,omitempty"`
	Success  interface{} `json:"success,omitempty"`
}

type Business ¶ 

type Business struct {
	Address []BusinessAddress `json:"address,omitempty"`
	// category
	Category   string `json:"category,omitempty"`
	CreateDate string `json:"create_date,omitempty"`
	// dbaName
	DbaName string `json:"dba_name,omitempty"`
	// email
	Email string `json:"email,omitempty"`
	Id    string `json:"id,omitempty"`
	// identificationNumber
	IdentificationNumber string `json:"identification_number,omitempty"`
	// identificationNumberType
	IdentificationNumberType string `json:"identification_number_type,omitempty"`
	// incorporationCountry
	IncorporationCountry string `json:"incorporation_country,omitempty"`
	// incorporationDate
	IncorporationDate string `json:"incorporation_date,omitempty"`
	// incorporationState
	IncorporationState string `json:"incorporation_state,omitempty"`
	// is_active
	IsActive bool `json:"is_active,omitempty"`
	// is_public
	IsPublic bool `json:"is_public,omitempty"`
	// is_verified
	IsVerified bool `json:"is_verified,omitempty"`
	// legalName
	LegalName string `json:"legal_name"`
	// legalStructure
	LegalStructure string `json:"legal_structure,omitempty"`
	// metadata
	Metadata map[string]string `json:"metadata,omitempty"`
	// ownership
	Ownership []Ownership `json:"ownership,omitempty"`
	// phoneNumber
	PhoneNumber string `json:"phone_number,omitempty"`
	SecondaryId string `json:"secondary_id,omitempty"`
	// status
	Status string `json:"status,omitempty"`
	// subcategory
	Subcategory string `json:"subcategory,omitempty"`
	// ticker
	Ticker     string `json:"ticker,omitempty"`
	UpdateDate string `json:"update_date,omitempty"`
	// website
	Website string `json:"website,omitempty"`
}

Business Object

type BusinessAddress ¶ 

type BusinessAddress struct {
	// addressLine1
	AddressLine1 string `json:"address_line1"`
	// addressLine2
	AddressLine2 string `json:"address_line2,omitempty"`
	// city
	City string `json:"city"`
	// country
	Country string `json:"country"`
	//  is_primary
	IsPrimary bool `json:"is_primary,omitempty"`
	// postalcode
	Postalcode string `json:"postalcode,omitempty"`
	// state
	State string `json:"state"`
	// type
	Type_ string `json:"type"`
}

BusinessAddress Object

type BusinessApiGetBusinessAllUsingGetOpts ¶ 

type BusinessApiGetBusinessAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type BusinessApiGetBusinessAssetSizeUsingGetOpts ¶ 

type BusinessApiGetBusinessAssetSizeUsingGetOpts struct {
	CurrencyConversion optional.String
	EndDate            optional.String
	ExcludeSubledger   optional.Bool
	GetLatest          optional.Bool
	SortType           optional.String
	StartDate          optional.String
}

type BusinessApiGetBusinessClientTransactionAllUsingGetOpts ¶ 

type BusinessApiGetBusinessClientTransactionAllUsingGetOpts struct {
	Ascending          optional.Bool
	CurrencyConversion optional.String
	EndDate            optional.String
	Filter             optional.String
	OrderBy            optional.String
	Page               optional.Int32
	Size               optional.Int32
	StartDate          optional.String
}

type BusinessApiGetBusinessHoldingUsingGetOpts ¶ 

type BusinessApiGetBusinessHoldingUsingGetOpts struct {
	Ascending          optional.Bool
	CurrencyConversion optional.String
	EndDate            optional.String
	Filter             optional.String
	GetLatest          optional.Bool
	OrderBy            optional.String
	Page               optional.Int32
	Size               optional.Int32
	StartDate          optional.String
}

type BusinessApiService ¶ 

type BusinessApiService service

func (*BusinessApiService) CreateBusinessUsingPost ¶ 

func (a *BusinessApiService) CreateBusinessUsingPost(ctx context.Context, businessRequest Business) (Business, *http.Response, error)

BusinessApiService Create a business Create a new business, or register a new business.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param businessRequest businessRequest

@return Business

func (*BusinessApiService) DeleteBusinessUsingDelete ¶ 

func (a *BusinessApiService) DeleteBusinessUsingDelete(ctx context.Context, businessId string) (*http.Response, error)

BusinessApiService Delete a business Permanently delete a business.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param businessId UUID business_id

func (*BusinessApiService) GetBusinessAllUsingGet ¶ 

func (a *BusinessApiService) GetBusinessAllUsingGet(ctx context.Context, localVarOptionals *BusinessApiGetBusinessAllUsingGetOpts) (PageBusiness, *http.Response, error)

func (*BusinessApiService) GetBusinessAssetSizeUsingGet ¶ 

func (a *BusinessApiService) GetBusinessAssetSizeUsingGet(ctx context.Context, businessId string, localVarOptionals *BusinessApiGetBusinessAssetSizeUsingGetOpts) ([]AvailableDateDoubleVo, *http.Response, error)

func (*BusinessApiService) GetBusinessClientTransactionAllUsingGet ¶ 

func (a *BusinessApiService) GetBusinessClientTransactionAllUsingGet(ctx context.Context, businessId string, localVarOptionals *BusinessApiGetBusinessClientTransactionAllUsingGetOpts) (PagePortfolioTransaction, *http.Response, error)

func (*BusinessApiService) GetBusinessHoldingUsingGet ¶ 

func (a *BusinessApiService) GetBusinessHoldingUsingGet(ctx context.Context, businessId string, localVarOptionals *BusinessApiGetBusinessHoldingUsingGetOpts) (PagePortfolioHoldingAgg, *http.Response, error)

func (*BusinessApiService) GetBusinessUsingGet ¶ 

func (a *BusinessApiService) GetBusinessUsingGet(ctx context.Context, businessId string) (Business, *http.Response, error)

BusinessApiService Retrieve a business Retrieve the information for a business.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param businessId UUID business_id

@return Business

func (*BusinessApiService) UpdateBusinessUsingPut ¶ 

func (a *BusinessApiService) UpdateBusinessUsingPut(ctx context.Context, business interface{}, businessId string) (Business, *http.Response, error)

BusinessApiService Update a business Update the information for a business.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param business business
  • @param businessId UUID business_id

@return Business

type BusinessDetailsVo ¶ 

type BusinessDetailsVo struct {
	// address
	Address []BusinessAddress `json:"address,omitempty"`
	// businessId
	BusinessId string `json:"business_id,omitempty"`
	// dbaName
	DbaName string `json:"dba_name,omitempty"`
	// email
	Email string `json:"email,omitempty"`
	// legalName
	LegalName string `json:"legal_name,omitempty"`
	// website
	Website string `json:"website,omitempty"`
}

Business Details Mapping Object

type Card ¶ 

type Card struct {
	Address []CardAddress `json:"address,omitempty"`
	// businessId
	BusinessId string `json:"business_id,omitempty"`
	// cardHolderName
	CardHolderName string `json:"card_holder_name"`
	// card_image
	CardImage string `json:"card_image,omitempty"`
	// cardIssuance
	CardIssuance string `json:"card_issuance"`
	// cardName
	CardName string `json:"card_name"`
	// cardNetwork
	CardNetwork string `json:"card_network,omitempty"`
	// cardProgramId
	CardProgramId string `json:"card_program_id,omitempty"`
	// cardType
	CardType string `json:"card_type"`
	// clientId
	ClientId   string `json:"client_id,omitempty"`
	CreateDate string `json:"create_date,omitempty"`
	// creditLimit
	CreditLimit float64 `json:"credit_limit,omitempty"`
	// currencyCode
	CurrencyCode string `json:"currency_code,omitempty"`
	// expiryDate
	ExpiryDate string `json:"expiry_date,omitempty"`
	// fulfillment
	Fulfillment string `json:"fulfillment,omitempty"`
	Id          string `json:"id,omitempty"`
	// institutionId
	InstitutionId string `json:"institution_id,omitempty"`
	// institutionName
	InstitutionName string `json:"institution_name,omitempty"`
	// is_active
	IsActive bool `json:"is_active,omitempty"`
	// is_pin_set
	IsPinSet bool `json:"is_pin_set,omitempty"`
	// is_primary
	IsPrimary bool `json:"is_primary,omitempty"`
	// is_reloadable
	IsReloadable bool `json:"is_reloadable,omitempty"`
	// mask
	Mask     string            `json:"mask,omitempty"`
	Metadata map[string]string `json:"metadata,omitempty"`
	// phoneNumber
	PhoneNumber string `json:"phone_number,omitempty"`
	// portfolioId
	PortfolioId string `json:"portfolio_id"`
	// prepaidAmount
	PrepaidAmount float32 `json:"prepaid_amount,omitempty"`
	SecondaryId   string  `json:"secondary_id,omitempty"`
	// status
	Status     string `json:"status,omitempty"`
	UpdateDate string `json:"update_date,omitempty"`
}

Card Object

type CardAddress ¶ 

type CardAddress struct {
	// addressLine1
	AddressLine1 string `json:"address_line1"`
	// addressLine2
	AddressLine2 string `json:"address_line2,omitempty"`
	// city
	City string `json:"city"`
	// country
	Country string `json:"country"`
	// postalcode
	Postalcode string `json:"postalcode,omitempty"`
	// state
	State string `json:"state"`
	// type
	Type_ string `json:"type"`
}

CardAddress Object

type CardApiGetAllClientCardsUsingGetOpts ¶ 

type CardApiGetAllClientCardsUsingGetOpts struct {
	Ascending          optional.Bool
	CurrencyConversion optional.String
	Filter             optional.String
	OrderBy            optional.String
	Page               optional.Int32
	Size               optional.Int32
}

type CardApiGetCardAllUsingGetOpts ¶ 

type CardApiGetCardAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type CardApiGetCardAssetSizeAggAllUsingGetOpts ¶ 

type CardApiGetCardAssetSizeAggAllUsingGetOpts struct {
	CurrencyConversion optional.String
	EndDate            optional.String
	GetLatest          optional.Bool
	SortType           optional.String
	StartDate          optional.String
}

type CardApiGetCardProgramAllUsingGetOpts ¶ 

type CardApiGetCardProgramAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type CardApiGetCardTransactionAggAllUsingGet1Opts ¶ 

type CardApiGetCardTransactionAggAllUsingGet1Opts struct {
	Ascending          optional.Bool
	CurrencyConversion optional.String
	EndDate            optional.Time
	Filter             optional.String
	OrderBy            optional.String
	Page               optional.Int32
	Size               optional.Int32
	StartDate          optional.Time
}

type CardApiGetCardTransactionAggAllUsingGetOpts ¶ 

type CardApiGetCardTransactionAggAllUsingGetOpts struct {
	Ascending          optional.Bool
	CurrencyConversion optional.String
	EndDate            optional.String
	Filter             optional.String
	OrderBy            optional.String
	Page               optional.Int32
	Size               optional.Int32
	StartDate          optional.String
}

type CardApiService ¶ 

type CardApiService service

func (*CardApiService) CreateCardProgramUsingPost ¶ 

func (a *CardApiService) CreateCardProgramUsingPost(ctx context.Context, cardProgramRequest CardProgram) (CardProgram, *http.Response, error)

CardApiService Create a cardProgram request Create a new cardProgram request.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param cardProgramRequest cardProgramRequest

@return CardProgram

func (*CardApiService) CreateCardUsingPost ¶ 

func (a *CardApiService) CreateCardUsingPost(ctx context.Context, cardRequest Card) (Card, *http.Response, error)

CardApiService Create a card request Create a new card request.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param cardRequest cardRequest

@return Card

func (*CardApiService) DeleteCardProgramUsingDelete ¶ 

func (a *CardApiService) DeleteCardProgramUsingDelete(ctx context.Context, cardProgramId string) (*http.Response, error)

CardApiService Delete an cardProgram Permanently delete an cardProgram.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param cardProgramId UUID card_program_id

func (*CardApiService) DeleteCardUsingDelete ¶ 

func (a *CardApiService) DeleteCardUsingDelete(ctx context.Context, cardId string) (*http.Response, error)

CardApiService Delete a card request Permanently delete a card request.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param cardId UUID card_id

func (*CardApiService) GetAllClientCardsUsingGet ¶ 

func (a *CardApiService) GetAllClientCardsUsingGet(ctx context.Context, localVarOptionals *CardApiGetAllClientCardsUsingGetOpts) (PageClientBusinessCardVo, *http.Response, error)

func (*CardApiService) GetCardAllUsingGet ¶ 

func (a *CardApiService) GetCardAllUsingGet(ctx context.Context, localVarOptionals *CardApiGetCardAllUsingGetOpts) (PageCard, *http.Response, error)

func (*CardApiService) GetCardAssetSizeAggAllUsingGet ¶ 

func (a *CardApiService) GetCardAssetSizeAggAllUsingGet(ctx context.Context, cardId string, localVarOptionals *CardApiGetCardAssetSizeAggAllUsingGetOpts) ([]interface{}, *http.Response, error)

func (*CardApiService) GetCardProgramAllUsingGet ¶ 

func (a *CardApiService) GetCardProgramAllUsingGet(ctx context.Context, localVarOptionals *CardApiGetCardProgramAllUsingGetOpts) (PageCardProgram, *http.Response, error)

func (*CardApiService) GetCardProgramUsingGet ¶ 

func (a *CardApiService) GetCardProgramUsingGet(ctx context.Context, cardProgramId string) (CardProgram, *http.Response, error)

CardApiService Retrieve an cardProgram Retrieve the information for a specific cardProgram.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param cardProgramId UUID card_program_id

@return CardProgram

func (*CardApiService) GetCardTransactionAggAllUsingGet ¶ 

func (a *CardApiService) GetCardTransactionAggAllUsingGet(ctx context.Context, cardId string, localVarOptionals *CardApiGetCardTransactionAggAllUsingGetOpts) (PagePortfolioTransaction, *http.Response, error)

func (*CardApiService) GetCardTransactionAggAllUsingGet1 ¶ 

func (a *CardApiService) GetCardTransactionAggAllUsingGet1(ctx context.Context, cardId string, localVarOptionals *CardApiGetCardTransactionAggAllUsingGet1Opts) (PagePortfolioTransaction, *http.Response, error)

func (*CardApiService) GetCardUsingGet ¶ 

func (a *CardApiService) GetCardUsingGet(ctx context.Context, cardId string) (Card, *http.Response, error)

CardApiService Retrieve a card request Retrieve the information for a card request.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param cardId UUID card_id

@return Card

func (*CardApiService) UpdateCardProgramUsingPut ¶ 

func (a *CardApiService) UpdateCardProgramUsingPut(ctx context.Context, cardProgram interface{}, cardProgramId string) (CardProgram, *http.Response, error)

CardApiService Update an cardProgram Update the information for an cardProgram.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param cardProgram card_program
  • @param cardProgramId UUID card_program_id

@return CardProgram

func (*CardApiService) UpdateCardUsingPut ¶ 

func (a *CardApiService) UpdateCardUsingPut(ctx context.Context, card interface{}, cardId string) (Card, *http.Response, error)

CardApiService Update a card request Update the information for a card request.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param card card
  • @param cardId UUID card_id

@return Card

type CardBalanceVo ¶ 

type CardBalanceVo struct {
	// balance
	Balance float64 `json:"balance,omitempty"`
	// balanceAvailable
	BalanceAvailable float64 `json:"balance_available,omitempty"`
	// balanceTimestamp
	BalanceTimestamp string `json:"balance_timestamp,omitempty"`
	// currencyCode
	CurrencyCode string `json:"currency_code,omitempty"`
}

CardBalance Mapping Object

type CardDetailsVo ¶ 

type CardDetailsVo struct {
	// balance
	Balance *CardBalanceVo `json:"balance,omitempty"`
	// cardHolderName
	CardHolderName string `json:"card_holder_name,omitempty"`
	// cardId
	CardId string `json:"card_id,omitempty"`
	// cardIssuance
	CardIssuance string `json:"card_issuance,omitempty"`
	// cardName
	CardName string `json:"card_name,omitempty"`
	// cardNetwork
	CardNetwork string `json:"card_network,omitempty"`
	// cardType
	CardType string `json:"card_type,omitempty"`
	// expiryDate
	ExpiryDate string `json:"expiry_date,omitempty"`
	// mask
	Mask string `json:"mask,omitempty"`
	// prepaidAmount
	PrepaidAmount float32 `json:"prepaid_amount,omitempty"`
	// status
	Status string `json:"status,omitempty"`
}

Card Details Object

type CardProgram ¶ 

type CardProgram struct {
	// cardNetwork
	CardNetwork string `json:"card_network"`
	// cardProcessor
	CardProcessor string `json:"card_processor,omitempty"`
	// cardType
	CardType string `json:"card_type"`
	// clientId
	ClientId string `json:"client_id,omitempty"`
	// code
	Code       string `json:"code,omitempty"`
	CreateDate string `json:"create_date,omitempty"`
	// description
	Description string `json:"description,omitempty"`
	Id          string `json:"id,omitempty"`
	// is_active
	IsActive bool `json:"is_active,omitempty"`
	// is_delegated_authority
	IsDelegatedAuthority bool `json:"is_delegated_authority,omitempty"`
	// issuingBank
	IssuingBank string            `json:"issuing_bank"`
	Metadata    map[string]string `json:"metadata,omitempty"`
	// name
	Name string `json:"name"`
	// programManager
	ProgramManager string `json:"program_manager,omitempty"`
	SecondaryId    string `json:"secondary_id,omitempty"`
	UpdateDate     string `json:"update_date,omitempty"`
}

CardProgram Object

type Cash ¶ 

type Cash struct {
	// cashAmount
	Amount float64 `json:"amount"`
	// cashName
	Name string `json:"name,omitempty"`
	// cashTransactionType
	TransactionType string `json:"transaction_type"`
}

Cash Object

type CategoriesMap ¶ 

type CategoriesMap struct {
	// amount
	Amount int32 `json:"amount"`
	// category
	Category string `json:"category"`
}

type Check ¶ 

type Check struct {
	// checkAmount
	CheckAmount float64 `json:"check_amount,omitempty"`
	// checkImages
	CheckImages []CheckImages `json:"check_images,omitempty"`
	// checkNumber
	CheckNumber string `json:"check_number"`
}

Check Object

type CheckImages ¶ 

type CheckImages struct {
	// imageType
	ImageType string `json:"image_type,omitempty"`
	// imageUrl
	ImageUrl string `json:"image_url"`
}

CheckImages Object

type Client ¶ 

type Client struct {
	Address []ClientAddress `json:"address,omitempty"`
	// authorities
	Authorities []string `json:"authorities,omitempty"`
	// business_id
	BusinessId string `json:"business_id,omitempty"`
	// citizenshipStatus
	CitizenshipStatus string `json:"citizenship_status,omitempty"`
	// clientTypeId
	ClientType string `json:"client_type"`
	// countryOfCitizenship
	CountryOfCitizenship []string `json:"country_of_citizenship,omitempty"`
	// countryOfResidence
	CountryOfResidence string `json:"country_of_residence,omitempty"`
	CreateDate         string `json:"create_date,omitempty"`
	// dateOfBirth
	DateOfBirth string `json:"date_of_birth,omitempty"`
	// email
	Email      string      `json:"email,omitempty"`
	Employment *Employment `json:"employment,omitempty"`
	// firmName
	FirmName string `json:"firm_name,omitempty"`
	// firmType
	FirmType string `json:"firm_type,omitempty"`
	// firstName
	FirstName string `json:"first_name,omitempty"`
	// gender
	Gender string `json:"gender,omitempty"`
	// group
	Group []string `json:"group,omitempty"`
	// hydroId
	HydroId string `json:"hydro_id,omitempty"`
	Id      string `json:"id,omitempty"`
	// identificationNumber
	IdentificationNumber string `json:"identification_number,omitempty"`
	// identificationNumberType
	IdentificationNumberType string `json:"identification_number_type,omitempty"`
	// image
	Image string `json:"image,omitempty"`
	// income
	Income int32 `json:"income,omitempty"`
	// isActive
	IsActive bool `json:"is_active,omitempty"`
	// isVerified
	IsVerified bool `json:"is_verified,omitempty"`
	// last_name
	LastName string `json:"last_name,omitempty"`
	// liquidNetWorth
	LiquidNetWorth float64 `json:"liquid_net_worth,omitempty"`
	// metadata
	Metadata map[string]string `json:"metadata,omitempty"`
	// middleName
	MiddleName string `json:"middle_name,omitempty"`
	// password
	Password string `json:"password,omitempty"`
	// phoneNumber
	PhoneNumber string `json:"phone_number,omitempty"`
	SecondaryId string `json:"secondary_id,omitempty"`
	// status
	Status string `json:"status,omitempty"`
	// suffix
	Suffix string `json:"suffix,omitempty"`
	// title
	Title string `json:"title,omitempty"`
	// totalNetWorth
	TotalNetWorth float64 `json:"total_net_worth,omitempty"`
	UpdateDate    string  `json:"update_date,omitempty"`
	// username
	Username string `json:"username"`
}

Client Object

type ClientAccountMapping ¶ 

type ClientAccountMapping struct {
	// clientAccountAssociationType
	ClientAccountAssociationType string `json:"client_account_association_type"`
	// clientId
	ClientId      string `json:"client_id"`
	SignatureData string `json:"signature_data,omitempty"`
}

ClientAccountMapping Object

type ClientAddress ¶ 

type ClientAddress struct {
	// addressLine1
	AddressLine1 string `json:"address_line1"`
	// addressLine2
	AddressLine2 string `json:"address_line2,omitempty"`
	// city
	City string `json:"city"`
	// country
	Country string `json:"country"`
	//  is_primary
	IsPrimary bool `json:"is_primary,omitempty"`
	// postalcode
	Postalcode string `json:"postalcode,omitempty"`
	// state
	State string `json:"state"`
	// type
	Type_ string `json:"type"`
}

ClientAddress Object

type ClientApiGetClientAccountOverviewUsingGetOpts ¶ 

type ClientApiGetClientAccountOverviewUsingGetOpts struct {
	Ascending optional.Bool
	OrderBy   optional.String
}

type ClientApiGetClientAdvisorOverviewUsingGetOpts ¶ 

type ClientApiGetClientAdvisorOverviewUsingGetOpts struct {
	ShowClients optional.Bool
}

type ClientApiGetClientAllUsingGetOpts ¶ 

type ClientApiGetClientAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type ClientApiGetClientAssetSizeUsingGetOpts ¶ 

type ClientApiGetClientAssetSizeUsingGetOpts struct {
	CurrencyConversion optional.String
	EndDate            optional.String
	ExcludeSubledger   optional.Bool
	GetLatest          optional.Bool
	SortType           optional.String
	StartDate          optional.String
}

type ClientApiGetClientGoalOverviewUsingGetOpts ¶ 

type ClientApiGetClientGoalOverviewUsingGetOpts struct {
	PortfolioGoal optional.Bool
}

type ClientApiGetClientHoldingUsingGetOpts ¶ 

type ClientApiGetClientHoldingUsingGetOpts struct {
	Ascending          optional.Bool
	CurrencyConversion optional.String
	EndDate            optional.String
	Filter             optional.String
	GetLatest          optional.Bool
	OrderBy            optional.String
	Page               optional.Int32
	Size               optional.Int32
	StartDate          optional.String
}

type ClientApiGetClientResponseAllUsingGetOpts ¶ 

type ClientApiGetClientResponseAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type ClientApiGetClientStatusAllUsingGetOpts ¶ 

type ClientApiGetClientStatusAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type ClientApiGetClientTransactionAllUsingGetOpts ¶ 

type ClientApiGetClientTransactionAllUsingGetOpts struct {
	Ascending          optional.Bool
	CurrencyConversion optional.String
	EndDate            optional.String
	Filter             optional.String
	OrderBy            optional.String
	Page               optional.Int32
	Size               optional.Int32
	StartDate          optional.String
}

type ClientApiService ¶ 

type ClientApiService service

func (*ClientApiService) CreateClientResponseUsingPost ¶ 

func (a *ClientApiService) CreateClientResponseUsingPost(ctx context.Context, clientResponse ClientResponse) (ClientResponse, *http.Response, error)

ClientApiService Create a client response Create a new client response for a question as part of a questionnaires.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param clientResponse clientResponse

@return ClientResponse

func (*ClientApiService) CreateClientStatusUsingPost ¶ 

func (a *ClientApiService) CreateClientStatusUsingPost(ctx context.Context, clientStatusRequest ClientStatus) (ClientStatus, *http.Response, error)

ClientApiService Create an client status Create an client status record for an client.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param clientStatusRequest clientStatusRequest

@return ClientStatus

func (*ClientApiService) CreateClientUsingPost ¶ 

func (a *ClientApiService) CreateClientUsingPost(ctx context.Context, clientRequest Client) (Client, *http.Response, error)

ClientApiService Create a client Create a new client, or register a new user, with your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param clientRequest clientRequest

@return Client

func (*ClientApiService) DeleteClientResponseUsingDelete ¶ 

func (a *ClientApiService) DeleteClientResponseUsingDelete(ctx context.Context, clientResponseId string) (*http.Response, error)

ClientApiService Delete a client response Permanently delete a client response for a client.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param clientResponseId UUID client_response_id

func (*ClientApiService) DeleteClientStatusUsingDelete ¶ 

func (a *ClientApiService) DeleteClientStatusUsingDelete(ctx context.Context, clientStatusId string) (*http.Response, error)

ClientApiService Delete an client status Permanently delete an client status record from an client’s history.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param clientStatusId UUID client_status_id

func (*ClientApiService) DeleteClientUsingDelete ¶ 

func (a *ClientApiService) DeleteClientUsingDelete(ctx context.Context, clientId string) (*http.Response, error)

ClientApiService Delete a client Permanently delete a client registered with your firm. Turns the client's is_active = 0

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param clientId UUID client_id

func (*ClientApiService) GetClientAccountOverviewUsingGet ¶ 

func (a *ClientApiService) GetClientAccountOverviewUsingGet(ctx context.Context, clientId string, localVarOptionals *ClientApiGetClientAccountOverviewUsingGetOpts) (interface{}, *http.Response, error)

func (*ClientApiService) GetClientAdvisorOverviewUsingGet ¶ 

func (a *ClientApiService) GetClientAdvisorOverviewUsingGet(ctx context.Context, clientId string, localVarOptionals *ClientApiGetClientAdvisorOverviewUsingGetOpts) (interface{}, *http.Response, error)

func (*ClientApiService) GetClientAllUsingGet ¶ 

func (a *ClientApiService) GetClientAllUsingGet(ctx context.Context, localVarOptionals *ClientApiGetClientAllUsingGetOpts) (PageClient, *http.Response, error)

func (*ClientApiService) GetClientAssetSizeUsingGet ¶ 

func (a *ClientApiService) GetClientAssetSizeUsingGet(ctx context.Context, clientId string, localVarOptionals *ClientApiGetClientAssetSizeUsingGetOpts) ([]AvailableDateDoubleVo, *http.Response, error)

func (*ClientApiService) GetClientGoalOverviewUsingGet ¶ 

func (a *ClientApiService) GetClientGoalOverviewUsingGet(ctx context.Context, clientId string, localVarOptionals *ClientApiGetClientGoalOverviewUsingGetOpts) (VClientGoalViewData, *http.Response, error)

func (*ClientApiService) GetClientHoldingUsingGet ¶ 

func (a *ClientApiService) GetClientHoldingUsingGet(ctx context.Context, clientId string, localVarOptionals *ClientApiGetClientHoldingUsingGetOpts) (PagePortfolioHoldingAgg, *http.Response, error)

func (*ClientApiService) GetClientResponseAllUsingGet ¶ 

func (a *ClientApiService) GetClientResponseAllUsingGet(ctx context.Context, localVarOptionals *ClientApiGetClientResponseAllUsingGetOpts) (PageClientResponse, *http.Response, error)

func (*ClientApiService) GetClientResponseUsingGet ¶ 

func (a *ClientApiService) GetClientResponseUsingGet(ctx context.Context, clientResponseId string) (ClientResponse, *http.Response, error)

ClientApiService Retrieve a client response Retrieve the information for a client response for a client.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param clientResponseId UUID client_response_id

@return ClientResponse

func (*ClientApiService) GetClientStatusAllUsingGet ¶ 

func (a *ClientApiService) GetClientStatusAllUsingGet(ctx context.Context, localVarOptionals *ClientApiGetClientStatusAllUsingGetOpts) (PageClientStatus, *http.Response, error)

func (*ClientApiService) GetClientStatusUsingGet ¶ 

func (a *ClientApiService) GetClientStatusUsingGet(ctx context.Context, clientStatusId string) (ClientStatus, *http.Response, error)

ClientApiService Retrieve an client status Retrieve the information for a specific client status record for an client.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param clientStatusId UUID client_status_id

@return ClientStatus

func (*ClientApiService) GetClientTransactionAllUsingGet ¶ 

func (a *ClientApiService) GetClientTransactionAllUsingGet(ctx context.Context, clientId string, localVarOptionals *ClientApiGetClientTransactionAllUsingGetOpts) (PagePortfolioTransaction, *http.Response, error)

func (*ClientApiService) GetClientUsingGet ¶ 

func (a *ClientApiService) GetClientUsingGet(ctx context.Context, clientId string) (Client, *http.Response, error)

ClientApiService Retrieve a client Retrieve the information for a client registered with your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param clientId UUID client_id

@return Client

func (*ClientApiService) UpdateClientResponseUsingPut ¶ 

func (a *ClientApiService) UpdateClientResponseUsingPut(ctx context.Context, clientResponse interface{}, clientResponseId string) (ClientResponse, *http.Response, error)

ClientApiService Update a client response Update a client response for a client.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param clientResponse client_response
  • @param clientResponseId UUID client_response_id

@return ClientResponse

func (*ClientApiService) UpdateClientStatusUsingPut ¶ 

func (a *ClientApiService) UpdateClientStatusUsingPut(ctx context.Context, clientStatus interface{}, clientStatusId string) (ClientStatus, *http.Response, error)

ClientApiService Update an client status Update an client status record for an client.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param clientStatus client_status
  • @param clientStatusId UUID client_status_id

@return ClientStatus

func (*ClientApiService) UpdateClientUsingPut ¶ 

func (a *ClientApiService) UpdateClientUsingPut(ctx context.Context, client interface{}, clientId string) (Client, *http.Response, error)

ClientApiService Update a client Update the information for a client registered with your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param client client
  • @param clientId UUID client_id

@return Client

type ClientBusinessCardVo ¶ 

type ClientBusinessCardVo struct {
	// businessDetails
	BusinessDetails *BusinessDetailsVo `json:"business_details,omitempty"`
	// cardDetails
	CardDetails []CardDetailsVo `json:"card_details,omitempty"`
	// clientDetails
	ClientDetails *ClientCardVo `json:"client_details,omitempty"`
	// totalBalance
	TotalBalance []ClientBusinessTotalCardBalanceVo `json:"total_balance,omitempty"`
}

Client/Business Card Mapping Object

type ClientBusinessTotalCardBalanceVo ¶ 

type ClientBusinessTotalCardBalanceVo struct {
	// currencyCode
	CurrencyCode string `json:"currency_code,omitempty"`
	// totalBalance
	TotalBalance float64 `json:"total_balance,omitempty"`
	// totalBalanceAvailable
	TotalBalanceAvailable float64 `json:"total_balance_available,omitempty"`
}

Client/Business Total CardBalance Mapping Object

type ClientCardVo ¶ 

type ClientCardVo struct {
	// createDate
	CreateDate string `json:"create_date,omitempty"`
	// email
	Email string `json:"email,omitempty"`
	// firstName
	FirstName string `json:"first_name,omitempty"`
	// last_name
	LastName string `json:"last_name,omitempty"`
	// middleName
	MiddleName string `json:"middle_name,omitempty"`
	// status
	Status string `json:"status,omitempty"`
	// email
	Title string `json:"title,omitempty"`
}

Client Card Mapping Object

type ClientRelationship ¶ 

type ClientRelationship struct {
	ClientId     string  `json:"client_id"`
	Member       *Member `json:"member,omitempty"`
	Relationship string  `json:"relationship"`
}

type ClientResponse ¶ 

type ClientResponse struct {
	// account_id
	AccountId string `json:"account_id,omitempty"`
	// answerId
	AnswerId string `json:"answer_id"`
	// answerValue
	AnswerValue string `json:"answer_value"`
	// application_id
	ApplicationId string `json:"application_id,omitempty"`
	// client_id
	ClientId    string            `json:"client_id,omitempty"`
	CreateDate  string            `json:"create_date,omitempty"`
	Id          string            `json:"id,omitempty"`
	Metadata    map[string]string `json:"metadata,omitempty"`
	SecondaryId string            `json:"secondary_id,omitempty"`
	UpdateDate  string            `json:"update_date,omitempty"`
}

ClientResponse Object

type ClientStatus ¶ 

type ClientStatus struct {
	// clientId
	ClientId string `json:"client_id"`
	// comments
	Comments    string            `json:"comments,omitempty"`
	CreateDate  string            `json:"create_date,omitempty"`
	Id          string            `json:"id,omitempty"`
	Metadata    map[string]string `json:"metadata,omitempty"`
	SecondaryId string            `json:"secondary_id,omitempty"`
	// clientLevelId
	StageId string `json:"stage_id"`
	// status
	Status     string `json:"status,omitempty"`
	UpdateDate string `json:"update_date,omitempty"`
}

ClientStatus Object

type ClientViewGoalData ¶ 

type ClientViewGoalData struct {
	Accounts                []VAccountVo   `json:"accounts,omitempty"`
	AccumulationHorizon     float64        `json:"accumulation_horizon,omitempty"`
	DecumulationHorizon     float64        `json:"decumulation_horizon,omitempty"`
	GoalAmount              float64        `json:"goal_amount,omitempty"`
	GoalAssetSizeByGoal     float64        `json:"goal_asset_size_by_goal,omitempty"`
	GoalAssetSizeByGoalDate string         `json:"goal_asset_size_by_goal_date,omitempty"`
	GoalCategory            string         `json:"goal_category,omitempty"`
	GoalCreateDate          string         `json:"goal_create_date,omitempty"`
	GoalId                  string         `json:"goal_id,omitempty"`
	GoalName                string         `json:"goal_name,omitempty"`
	GoalType                string         `json:"goal_type,omitempty"`
	GoalUpdateDate          string         `json:"goal_update_date,omitempty"`
	IsDecumulation          bool           `json:"is_decumulation,omitempty"`
	Portfolios              []VPortfolioVo `json:"portfolios,omitempty"`
}

type Configuration ¶ 

type Configuration struct {
	BasePath      string            `json:"basePath,omitempty"`
	Host          string            `json:"host,omitempty"`
	Scheme        string            `json:"scheme,omitempty"`
	DefaultHeader map[string]string `json:"defaultHeader,omitempty"`
	UserAgent     string            `json:"userAgent,omitempty"`
	HTTPClient    *http.Client
}

func NewConfiguration ¶ 

func NewConfiguration() *Configuration

func (*Configuration) AddDefaultHeader ¶ 

func (c *Configuration) AddDefaultHeader(key string, value string)

type Contact ¶ 

type Contact struct {
	Address  []ContactAddress `json:"address,omitempty"`
	Balances *Balances        `json:"balances,omitempty"`
	// businessId
	BusinessId string `json:"business_id,omitempty"`
	// clientId
	ClientId string `json:"client_id,omitempty"`
	// companyName
	CompanyName string `json:"company_name"`
	CreateDate  string `json:"create_date,omitempty"`
	// description
	Description string `json:"description,omitempty"`
	// firstName
	FirstName string `json:"first_name,omitempty"`
	Id        string `json:"id,omitempty"`
	// identificationNumber
	IdentificationNumber string `json:"identification_number,omitempty"`
	// isActive
	IsActive bool `json:"is_active,omitempty"`
	// isCustomer
	IsCustomer bool `json:"is_customer,omitempty"`
	// isSupplier
	IsSupplier bool `json:"is_supplier,omitempty"`
	// lastName
	LastName string `json:"last_name,omitempty"`
	// metadata
	Metadata    map[string]string `json:"metadata,omitempty"`
	SecondaryId string            `json:"secondary_id,omitempty"`
	// status
	Status     string `json:"status,omitempty"`
	UpdateDate string `json:"update_date,omitempty"`
}

Contact Object

type ContactAddress ¶ 

type ContactAddress struct {
	// addressLine1
	AddressLine1 string `json:"address_line1"`
	// addressLine2
	AddressLine2 string `json:"address_line2,omitempty"`
	// city
	City string `json:"city"`
	// country
	Country string `json:"country"`
	// postalcode
	Postalcode string `json:"postalcode,omitempty"`
	// state
	State string `json:"state"`
	// type
	Type_ string `json:"type"`
}

ContactAddress Object

type ContactApiGetContactAllUsingGetOpts ¶ 

type ContactApiGetContactAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type ContactApiGetCustomerRevenueAllUsingGetOpts ¶ 

type ContactApiGetCustomerRevenueAllUsingGetOpts struct {
	Ascending          optional.Bool
	CurrencyConversion optional.String
	Filter             optional.String
	OrderBy            optional.String
	Page               optional.Int32
	Size               optional.Int32
}

type ContactApiGetCustomerRevenueUsingGetOpts ¶ 

type ContactApiGetCustomerRevenueUsingGetOpts struct {
	CurrencyConversion optional.String
}

type ContactApiService ¶ 

type ContactApiService service

func (*ContactApiService) CreateContactUsingPost ¶ 

func (a *ContactApiService) CreateContactUsingPost(ctx context.Context, contact Contact) (Contact, *http.Response, error)

ContactApiService Create a contact Create a new contact, with your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param contact contact

@return Contact

func (*ContactApiService) CreateCustomerRevenueUsingPost ¶ 

func (a *ContactApiService) CreateCustomerRevenueUsingPost(ctx context.Context, customerRevenue CustomerRevenue) (CustomerRevenue, *http.Response, error)

ContactApiService Create a customer revenue Create a new customer revenue, with your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param customerRevenue customerRevenue

@return CustomerRevenue

func (*ContactApiService) DeleteContactUsingDelete ¶ 

func (a *ContactApiService) DeleteContactUsingDelete(ctx context.Context, contactId string) (*http.Response, error)

ContactApiService Delete a contact Delete a contact.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param contactId UUID contact_id

func (*ContactApiService) DeleteCustomerRevenueUsingDelete ¶ 

func (a *ContactApiService) DeleteCustomerRevenueUsingDelete(ctx context.Context, customerRevenueId string) (*http.Response, error)

ContactApiService Delete a customer revenue Delete a customer revenue.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param customerRevenueId UUID customer_revenue_id

func (*ContactApiService) GetContactAllUsingGet ¶ 

func (a *ContactApiService) GetContactAllUsingGet(ctx context.Context, localVarOptionals *ContactApiGetContactAllUsingGetOpts) (PageContact, *http.Response, error)

func (*ContactApiService) GetContactUsingGet ¶ 

func (a *ContactApiService) GetContactUsingGet(ctx context.Context, contactId string) (Contact, *http.Response, error)

ContactApiService Retrieve a contact Retrieve a contact.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param contactId UUID contact_id

@return Contact

func (*ContactApiService) GetCustomerRevenueAllUsingGet ¶ 

func (a *ContactApiService) GetCustomerRevenueAllUsingGet(ctx context.Context, localVarOptionals *ContactApiGetCustomerRevenueAllUsingGetOpts) (PageCustomerRevenue, *http.Response, error)

func (*ContactApiService) GetCustomerRevenueUsingGet ¶ 

func (a *ContactApiService) GetCustomerRevenueUsingGet(ctx context.Context, customerRevenueId string, localVarOptionals *ContactApiGetCustomerRevenueUsingGetOpts) (CustomerRevenue, *http.Response, error)

func (*ContactApiService) UpdateContactUsingPut ¶ 

func (a *ContactApiService) UpdateContactUsingPut(ctx context.Context, contact interface{}, contactId string) (Contact, *http.Response, error)

ContactApiService Update a contact Update a contact.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param contact contact
  • @param contactId UUID contact_id

@return Contact

func (*ContactApiService) UpdateCustomerRevenueUsingPut ¶ 

func (a *ContactApiService) UpdateCustomerRevenueUsingPut(ctx context.Context, customerRevenue interface{}, customerRevenueId string) (CustomerRevenue, *http.Response, error)

ContactApiService Update a customer revenue Update a customer revenue.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param customerRevenue customer_revenue
  • @param customerRevenueId UUID customer_revenue_id

@return CustomerRevenue

type Country ¶ 

type Country struct {
	// alpha_2_code
	Alpha2Code string `json:"alpha2_code"`
	// alpha_3_code
	Alpha3Code string `json:"alpha3_code,omitempty"`
	// country
	Country string `json:"country"`
	// latitude
	Latitude float64 `json:"latitude,omitempty"`
	// longitude
	Longitude float64 `json:"longitude,omitempty"`
	// numericCode
	NumericCode int32 `json:"numeric_code"`
}

Country Object

type Currency ¶ 

type Currency struct {
	// alphabetic_code
	AlphabeticCode string `json:"alphabetic_code,omitempty"`
	// currency
	Currency string `json:"currency,omitempty"`
	Id       string `json:"id,omitempty"`
	// numeric_code
	NumericCode string `json:"numeric_code,omitempty"`
}

Currency Object

type CustomerRevenue ¶ 

type CustomerRevenue struct {
	// accounting_method
	AccountingMethod string `json:"accounting_method"`
	// contactId
	ContactId  string `json:"contact_id"`
	CreateDate string `json:"create_date,omitempty"`
	// currency_code
	CurrencyCode string `json:"currency_code"`
	// date
	Date string `json:"date"`
	Id   string `json:"id,omitempty"`
	// metadata
	Metadata map[string]string `json:"metadata,omitempty"`
	// revenue
	Revenue     float64 `json:"revenue"`
	SecondaryId string  `json:"secondary_id,omitempty"`
	UpdateDate  string  `json:"update_date,omitempty"`
}

Customer Revenue Object

type DateDoubleVo ¶ 

type DateDoubleVo struct {
	// additions
	Additions float64 `json:"additions,omitempty"`
	// date
	Date string `json:"date,omitempty"`
	// value
	Value float64 `json:"value,omitempty"`
}

Date-Double Mapping Object

type DecisionTree ¶ 

type DecisionTree struct {
	// category
	Category   string `json:"category,omitempty"`
	CreateDate string `json:"create_date,omitempty"`
	// description
	Description string `json:"description,omitempty"`
	Id          string `json:"id,omitempty"`
	// is_active
	IsActive bool              `json:"is_active,omitempty"`
	Metadata map[string]string `json:"metadata,omitempty"`
	// name
	Name        string `json:"name"`
	SecondaryId string `json:"secondary_id,omitempty"`
	// subcategory
	Subcategory string `json:"subcategory,omitempty"`
	UpdateDate  string `json:"update_date,omitempty"`
}

DecisionTree Object

type DecisionTreeApiGetDecisionTreeAllUsingGetOpts ¶ 

type DecisionTreeApiGetDecisionTreeAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type DecisionTreeApiGetNodeAllUsingGetOpts ¶ 

type DecisionTreeApiGetNodeAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type DecisionTreeApiGetNodeRelationshipAllUsingGetOpts ¶ 

type DecisionTreeApiGetNodeRelationshipAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type DecisionTreeApiService ¶ 

type DecisionTreeApiService service

func (*DecisionTreeApiService) CreateDecisionTreeResultUsingPost ¶ 

func (a *DecisionTreeApiService) CreateDecisionTreeResultUsingPost(ctx context.Context, decisionTreeCO DecisionTreeCo) (DecisionTreeResultVo, *http.Response, error)

DecisionTreeApiService Decision tree result Decision tree result.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param decisionTreeCO decisionTreeCO

@return DecisionTreeResultVo

func (*DecisionTreeApiService) CreateDecisionTreeUsingPost ¶ 

func (a *DecisionTreeApiService) CreateDecisionTreeUsingPost(ctx context.Context, decisionTree DecisionTree) (DecisionTree, *http.Response, error)

DecisionTreeApiService Create a decision tree Create a new decision tree for your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param decisionTree decisionTree

@return DecisionTree

func (*DecisionTreeApiService) CreateNodeRelationshipUsingPost ¶ 

func (a *DecisionTreeApiService) CreateNodeRelationshipUsingPost(ctx context.Context, node NodeRelationship) (NodeRelationship, *http.Response, error)

DecisionTreeApiService Create a node relationship Create a new node relationship for your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param node node

@return NodeRelationship

func (*DecisionTreeApiService) CreateNodeUsingPost ¶ 

func (a *DecisionTreeApiService) CreateNodeUsingPost(ctx context.Context, node Node) (Node, *http.Response, error)

DecisionTreeApiService Create a node Create a new node for your firm that can be used in a decision tree and mapped to other nodes.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param node node

@return Node

func (*DecisionTreeApiService) DeleteDecisionTreeUsingDelete ¶ 

func (a *DecisionTreeApiService) DeleteDecisionTreeUsingDelete(ctx context.Context, decisionTreeId string) (*http.Response, error)

DecisionTreeApiService Delete a decision tree Permanently delete a decision tree.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param decisionTreeId UUID decision_tree_id

func (*DecisionTreeApiService) DeleteNodeRelationshipUsingDelete ¶ 

func (a *DecisionTreeApiService) DeleteNodeRelationshipUsingDelete(ctx context.Context, nodeRelationshipId string) (*http.Response, error)

DecisionTreeApiService Delete a node relationship Permanently delete a node relationship.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param nodeRelationshipId UUID node_relationship_id

func (*DecisionTreeApiService) DeleteNodeUsingDelete ¶ 

func (a *DecisionTreeApiService) DeleteNodeUsingDelete(ctx context.Context, nodeId string) (*http.Response, error)

DecisionTreeApiService Delete a node Permanently delete a node.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param nodeId UUID node_id

func (*DecisionTreeApiService) GetDecisionTreeAllUsingGet ¶ 

func (a *DecisionTreeApiService) GetDecisionTreeAllUsingGet(ctx context.Context, localVarOptionals *DecisionTreeApiGetDecisionTreeAllUsingGetOpts) (PageDecisionTree, *http.Response, error)

func (*DecisionTreeApiService) GetDecisionTreeUsingGet ¶ 

func (a *DecisionTreeApiService) GetDecisionTreeUsingGet(ctx context.Context, decisionTreeId string) (DecisionTree, *http.Response, error)

DecisionTreeApiService Retrieve a decision tree Retrieve the information for a decision tree.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param decisionTreeId UUID decision_tree_id

@return DecisionTree

func (*DecisionTreeApiService) GetNodeAllUsingGet ¶ 

func (a *DecisionTreeApiService) GetNodeAllUsingGet(ctx context.Context, localVarOptionals *DecisionTreeApiGetNodeAllUsingGetOpts) (PageNode, *http.Response, error)

func (*DecisionTreeApiService) GetNodeRelationshipAllUsingGet ¶ 

func (a *DecisionTreeApiService) GetNodeRelationshipAllUsingGet(ctx context.Context, localVarOptionals *DecisionTreeApiGetNodeRelationshipAllUsingGetOpts) (PageNodeRelationship, *http.Response, error)

func (*DecisionTreeApiService) GetNodeRelationshipUsingGet ¶ 

func (a *DecisionTreeApiService) GetNodeRelationshipUsingGet(ctx context.Context, nodeRelationshipId string) (NodeRelationship, *http.Response, error)

DecisionTreeApiService Retrieve a node relationship Retrieve the information for a node relationship.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param nodeRelationshipId UUID node_relationship_id

@return NodeRelationship

func (*DecisionTreeApiService) GetNodeUsingGet ¶ 

func (a *DecisionTreeApiService) GetNodeUsingGet(ctx context.Context, nodeId string) (Node, *http.Response, error)

DecisionTreeApiService Retrieve a node Retrieve the information for a node.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param nodeId UUID node_id

@return Node

func (*DecisionTreeApiService) UpdateDecisionTreeUsingPut ¶ 

func (a *DecisionTreeApiService) UpdateDecisionTreeUsingPut(ctx context.Context, decisionTree interface{}, decisionTreeId string) (DecisionTree, *http.Response, error)

DecisionTreeApiService Update a decision tree Updated the information for a decision tree.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param decisionTree decision_tree
  • @param decisionTreeId UUID decision_tree_id

@return DecisionTree

func (*DecisionTreeApiService) UpdateNodeRelationshipUsingPut ¶ 

func (a *DecisionTreeApiService) UpdateNodeRelationshipUsingPut(ctx context.Context, jsonNode interface{}, nodeRelationshipId string) (NodeRelationship, *http.Response, error)

DecisionTreeApiService Update a node relationship Update the information for a node relationship.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param jsonNode jsonNode
  • @param nodeRelationshipId UUID node_relationship_id

@return NodeRelationship

func (*DecisionTreeApiService) UpdateNodeUsingPut ¶ 

func (a *DecisionTreeApiService) UpdateNodeUsingPut(ctx context.Context, jsonNode interface{}, nodeId string) (Node, *http.Response, error)

DecisionTreeApiService Update a node Updated the information for a node.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param jsonNode jsonNode
  • @param nodeId UUID node_id

@return Node

type DecisionTreeCo ¶ 

type DecisionTreeCo struct {
	Answers    []AnswerMap `json:"answers"`
	EntityType string      `json:"entity_type"`
}

type DecisionTreeResultVo ¶ 

type DecisionTreeResultVo struct {
	EntityId   []string `json:"entity_id,omitempty"`
	EntityType string   `json:"entity_type,omitempty"`
}

type Document ¶ 

type Document struct {
	// accountId
	AccountId string `json:"account_id,omitempty"`
	// businessId
	BusinessId string `json:"business_id,omitempty"`
	// clientId
	ClientId string `json:"client_id,omitempty"`
	// country_of_issue
	CountryOfIssue string `json:"country_of_issue,omitempty"`
	CreateDate     string `json:"create_date,omitempty"`
	// doc_file
	DocFile string `json:"doc_file,omitempty"`
	// doc_image_back
	DocImageBack string `json:"doc_image_back,omitempty"`
	// doc_image_front
	DocImageFront string `json:"doc_image_front,omitempty"`
	// doc_name
	DocName string `json:"doc_name"`
	// doc_number
	DocNumber string `json:"doc_number,omitempty"`
	// doc_size
	DocSize int64 `json:"doc_size,omitempty"`
	// doc_type
	DocType string `json:"doc_type,omitempty"`
	// expiry_date
	ExpiryDate string `json:"expiry_date,omitempty"`
	Id         string `json:"id,omitempty"`
	// is_active
	IsActive bool `json:"is_active,omitempty"`
	// is_sensitive
	IsSensitive bool `json:"is_sensitive,omitempty"`
	// is_verified
	IsVerified bool `json:"is_verified,omitempty"`
	// issue_date
	IssueDate string `json:"issue_date,omitempty"`
	// metadata
	Metadata    map[string]string `json:"metadata,omitempty"`
	SecondaryId string            `json:"secondary_id,omitempty"`
	// state_of_issue
	StateOfIssue string `json:"state_of_issue,omitempty"`
	UpdateDate   string `json:"update_date,omitempty"`
	// url_path
	UrlPath string `json:"url_path,omitempty"`
}

Document Object

type DocumentApiGetDocumentAllUsingGetOpts ¶ 

type DocumentApiGetDocumentAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type DocumentApiService ¶ 

type DocumentApiService service

func (*DocumentApiService) CreateDocumentUsingPost ¶ 

func (a *DocumentApiService) CreateDocumentUsingPost(ctx context.Context, documentRequest Document) (Document, *http.Response, error)

DocumentApiService Create a Document Create a new Document for your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param documentRequest documentRequest

@return Document

func (*DocumentApiService) DeleteDocumentUsingDelete ¶ 

func (a *DocumentApiService) DeleteDocumentUsingDelete(ctx context.Context, documentId string) (*http.Response, error)

DocumentApiService Delete a tenant document by Id Permanently delete a tenant document by Id

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param documentId UUID document_id

func (*DocumentApiService) GetDocumentAllUsingGet ¶ 

func (a *DocumentApiService) GetDocumentAllUsingGet(ctx context.Context, localVarOptionals *DocumentApiGetDocumentAllUsingGetOpts) (PageDocument, *http.Response, error)

func (*DocumentApiService) GetDocumentUsingGet ¶ 

func (a *DocumentApiService) GetDocumentUsingGet(ctx context.Context, documentId string) (Document, *http.Response, error)

DocumentApiService Retrieve a Tenant Document by Document Id Retrieve the information for a Tenant Document by Document Id

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param documentId UUID document_id

@return Document

func (*DocumentApiService) UpdateDocumentUsingPut ¶ 

func (a *DocumentApiService) UpdateDocumentUsingPut(ctx context.Context, document interface{}, documentId string) (Document, *http.Response, error)

DocumentApiService Update a Tenant Document Updated the information for a Tenant Documents

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param document document
  • @param documentId UUID document_id

@return Document

type Employment ¶ 

type Employment struct {
	// employer
	Employer string `json:"employer,omitempty"`
	// employmentStatus
	EmploymentStatus string `json:"employment_status,omitempty"`
	// jobTitle
	JobTitle string `json:"job_title,omitempty"`
	// occupation
	Occupation string `json:"occupation,omitempty"`
}

Employment Object

type ExternalAccountTransfer ¶ 

type ExternalAccountTransfer struct {
	// External Account Transfer accountHolder
	AccountHolder string `json:"account_holder"`
	// External Account Transfer account id
	AccountId string `json:"account_id"`
	// External Account Transfer account number
	AccountNumber string `json:"account_number"`
	// External Account Transfer account type id
	AccountTypeId string `json:"account_type_id"`
	// External Account Transfer amount
	Amount float64 `json:"amount,omitempty"`
	// External Account Transfer comment
	Comment    string `json:"comment,omitempty"`
	CreateDate string `json:"create_date,omitempty"`
	// currencyCode
	CurrencyCode string `json:"currency_code,omitempty"`
	// External Account Transfer dtcNumber
	DtcNumber string `json:"dtc_number,omitempty"`
	// External Account Transfer firm name
	FirmName     string            `json:"firm_name"`
	Id           string            `json:"id,omitempty"`
	Metadata     map[string]string `json:"metadata,omitempty"`
	ReceivedDate string            `json:"received_date,omitempty"`
	// External Account Transfer roth five year
	RothFiveYear int32  `json:"roth_five_year,omitempty"`
	SecondaryId  string `json:"secondary_id,omitempty"`
	// External Account Transfer status
	Status          string `json:"status,omitempty"`
	StatusTimeStamp string `json:"status_time_stamp,omitempty"`
	// External Account Transfer transfer all cash
	TransferAllCash bool `json:"transfer_all_cash"`
	// External Account Transfer account transfer date
	TransferDate string `json:"transfer_date"`
	// External Account Transfer transfer type
	TransferType string `json:"transfer_type,omitempty"`
	UpdateDate   string `json:"update_date,omitempty"`
}

type Feature ¶ 

type Feature struct {
	// application_id
	ApplicationId string `json:"application_id,omitempty"`
	// category
	Category   string `json:"category,omitempty"`
	CreateDate string `json:"create_date,omitempty"`
	// feature_name
	FeatureName string `json:"feature_name"`
	Id          string `json:"id,omitempty"`
	// is_active
	IsActive bool `json:"is_active,omitempty"`
	// metadata
	Metadata map[string]string `json:"metadata,omitempty"`
	// page_name
	PageName    string `json:"page_name,omitempty"`
	SecondaryId string `json:"secondary_id,omitempty"`
	// subcategory
	Subcategory string `json:"subcategory,omitempty"`
	UpdateDate  string `json:"update_date,omitempty"`
}

Track Feature Object

type FeatureTrack ¶ 

type FeatureTrack struct {
	// client_id
	ClientId   string `json:"client_id"`
	CreateDate string `json:"create_date,omitempty"`
	// feature_id
	FeatureId string `json:"feature_id"`
	Id        string `json:"id,omitempty"`
	// metadata
	Metadata    map[string]string `json:"metadata,omitempty"`
	SecondaryId string            `json:"secondary_id,omitempty"`
	UpdateDate  string            `json:"update_date,omitempty"`
}

Feature Track Object

type FinancialStatement ¶ 

type FinancialStatement struct {
	// accounting_method
	AccountingMethod string `json:"accounting_method"`
	// businessId
	BusinessId string `json:"business_id,omitempty"`
	// clientId
	ClientId   string `json:"client_id,omitempty"`
	CreateDate string `json:"create_date,omitempty"`
	// currencyCode
	CurrencyCode string            `json:"currency_code"`
	Id           string            `json:"id,omitempty"`
	Metadata     map[string]string `json:"metadata,omitempty"`
	// periodLength
	PeriodLength string `json:"period_length,omitempty"`
	// periodMonth
	PeriodMonth int32 `json:"period_month,omitempty"`
	// periodQuarter
	PeriodQuarter int32 `json:"period_quarter,omitempty"`
	// periodType
	PeriodType string `json:"period_type,omitempty"`
	// periodYear
	PeriodYear  int32  `json:"period_year,omitempty"`
	SecondaryId string `json:"secondary_id,omitempty"`
	// statementDate
	StatementDate string `json:"statement_date"`
	// statement_type
	StatementType string `json:"statement_type"`
	// stats
	Stats      []Stat `json:"stats,omitempty"`
	UpdateDate string `json:"update_date,omitempty"`
}

FinancialStatement Object

type FinancialStatementApiGetFinancialStatementAllUsingGetOpts ¶ 

type FinancialStatementApiGetFinancialStatementAllUsingGetOpts struct {
	Ascending          optional.Bool
	CurrencyConversion optional.String
	Filter             optional.String
	OrderBy            optional.String
	Page               optional.Int32
	Size               optional.Int32
}

type FinancialStatementApiGetFinancialStatementUsingGetOpts ¶ 

type FinancialStatementApiGetFinancialStatementUsingGetOpts struct {
	CurrencyConversion optional.String
}

type FinancialStatementApiService ¶ 

type FinancialStatementApiService service

func (*FinancialStatementApiService) CreateFinancialStatementUsingPost ¶ 

func (a *FinancialStatementApiService) CreateFinancialStatementUsingPost(ctx context.Context, financialStatement FinancialStatement) (FinancialStatement, *http.Response, error)

FinancialStatementApiService Create an financialStatement Store stats pulled from financialStatement vendors.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param financialStatement financialStatement

@return FinancialStatement

func (*FinancialStatementApiService) DeleteFinancialStatementUsingDelete ¶ 

func (a *FinancialStatementApiService) DeleteFinancialStatementUsingDelete(ctx context.Context, financialStatementId string) (*http.Response, error)

FinancialStatementApiService Delete an financialStatement Permanently delete an financialStatement.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param financialStatementId UUID financialStatement_id

func (*FinancialStatementApiService) GetFinancialStatementAllUsingGet ¶ 

func (a *FinancialStatementApiService) GetFinancialStatementAllUsingGet(ctx context.Context, localVarOptionals *FinancialStatementApiGetFinancialStatementAllUsingGetOpts) (PageFinancialStatement, *http.Response, error)

func (*FinancialStatementApiService) GetFinancialStatementUsingGet ¶ 

func (a *FinancialStatementApiService) GetFinancialStatementUsingGet(ctx context.Context, financialStatementId string, localVarOptionals *FinancialStatementApiGetFinancialStatementUsingGetOpts) (FinancialStatement, *http.Response, error)

func (*FinancialStatementApiService) UpdateFinancialStatementUsingPut ¶ 

func (a *FinancialStatementApiService) UpdateFinancialStatementUsingPut(ctx context.Context, financialStatement interface{}, financialStatementId string) (FinancialStatement, *http.Response, error)

FinancialStatementApiService Update an financialStatement Update the information for an financialStatement.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param financialStatement financialStatement
  • @param financialStatementId UUID financialStatement_id

@return FinancialStatement

type Funding ¶ 

type Funding struct {
	// accountId
	AccountId string `json:"account_id,omitempty"`
	// amount
	Amount float64 `json:"amount,omitempty"`
	// bankLinkId
	BankLinkId string `json:"bank_link_id,omitempty"`
	// businessId
	BusinessId string `json:"business_id,omitempty"`
	// cardId
	CardId     string `json:"card_id,omitempty"`
	CreateDate string `json:"create_date,omitempty"`
	// currencyCode
	CurrencyCode string `json:"currency_code,omitempty"`
	// description
	Description string `json:"description,omitempty"`
	// endDate
	EndDate string `json:"end_date,omitempty"`
	// frequency
	Frequency int32 `json:"frequency,omitempty"`
	// frequencyUnit
	FrequencyUnit string `json:"frequency_unit"`
	// fundingStatus
	FundingStatus string `json:"funding_status"`
	// fundingType
	FundingType string `json:"funding_type"`
	Id          string `json:"id,omitempty"`
	// isActive
	IsActive bool `json:"is_active,omitempty"`
	// isDeposit
	IsDeposit bool `json:"is_deposit"`
	// lastRequestDate
	LastRequestDate string `json:"last_request_date,omitempty"`
	// metadata
	Metadata map[string]string `json:"metadata,omitempty"`
	// nextRequestDate
	NextRequestDate string `json:"next_request_date,omitempty"`
	// portfolioId
	PortfolioId string `json:"portfolio_id,omitempty"`
	// receivingAccountId
	ReceivingAccountId string `json:"receiving_account_id,omitempty"`
	// receivingBankLinkId
	ReceivingBankLinkId string `json:"receiving_bank_link_id,omitempty"`
	// receivingPortfolioId
	ReceivingPortfolioId string `json:"receiving_portfolio_id,omitempty"`
	SecondaryId          string `json:"secondary_id,omitempty"`
	// startDate
	StartDate string `json:"start_date"`
	// supportTicketId
	SupportTicketId string `json:"support_ticket_id,omitempty"`
	// thresholdAmount
	ThresholdAmount float64 `json:"threshold_amount,omitempty"`
	// transferId
	TransferId string `json:"transfer_id,omitempty"`
	// transferSpeed
	TransferSpeed string `json:"transfer_speed,omitempty"`
	// transferType
	TransferType string `json:"transfer_type,omitempty"`
	UpdateDate   string `json:"update_date,omitempty"`
}

Funding Object

type FundingApiGetBankLinkAllUsingGetOpts ¶ 

type FundingApiGetBankLinkAllUsingGetOpts struct {
	Ascending          optional.Bool
	CurrencyConversion optional.String
	Filter             optional.String
	OrderBy            optional.String
	Page               optional.Int32
	Size               optional.Int32
}

type FundingApiGetBankLinkUsingGetOpts ¶ 

type FundingApiGetBankLinkUsingGetOpts struct {
	CurrencyConversion optional.String
}

type FundingApiGetFundingAllUsingGetOpts ¶ 

type FundingApiGetFundingAllUsingGetOpts struct {
	Ascending          optional.Bool
	CurrencyConversion optional.String
	Filter             optional.String
	OrderBy            optional.String
	Page               optional.Int32
	Size               optional.Int32
}

type FundingApiGetFundingTransactionAllUsingGetOpts ¶ 

type FundingApiGetFundingTransactionAllUsingGetOpts struct {
	Ascending          optional.Bool
	CurrencyConversion optional.String
	Filter             optional.String
	OrderBy            optional.String
	Page               optional.Int32
	Size               optional.Int32
}

type FundingApiGetFundingTransactionUsingGetOpts ¶ 

type FundingApiGetFundingTransactionUsingGetOpts struct {
	CurrencyConversion optional.String
}

type FundingApiGetFundingUsingGetOpts ¶ 

type FundingApiGetFundingUsingGetOpts struct {
	CurrencyConversion optional.String
}

type FundingApiGetTransferAllUsingGetOpts ¶ 

type FundingApiGetTransferAllUsingGetOpts struct {
	Ascending          optional.Bool
	CurrencyConversion optional.String
	Filter             optional.String
	OrderBy            optional.String
	Page               optional.Int32
	Size               optional.Int32
}

type FundingApiGetTransferUsingGetOpts ¶ 

type FundingApiGetTransferUsingGetOpts struct {
	CurrencyConversion optional.String
}

type FundingApiService ¶ 

type FundingApiService service

func (*FundingApiService) CreateBankLinkUsingPost ¶ 

func (a *FundingApiService) CreateBankLinkUsingPost(ctx context.Context, bankLinkInfoRequest BankLink) (BankLink, *http.Response, error)

FundingApiService Create a bank link Create a new bank link for an account.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param bankLinkInfoRequest bankLinkInfoRequest

@return BankLink

func (*FundingApiService) CreateFundingTransactionUsingPost ¶ 

func (a *FundingApiService) CreateFundingTransactionUsingPost(ctx context.Context, fundingTransactionRequest FundingTransaction) (FundingTransaction, *http.Response, error)

FundingApiService Create a funding transaction request Create a new funding transaction request for an account.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param fundingTransactionRequest fundingTransactionRequest

@return FundingTransaction

func (*FundingApiService) CreateFundingUsingPost ¶ 

func (a *FundingApiService) CreateFundingUsingPost(ctx context.Context, fundingRequest Funding) (Funding, *http.Response, error)

FundingApiService Create a funding request Create a new funding request for an account.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param fundingRequest fundingRequest

@return Funding

func (*FundingApiService) CreateTransferUsingPost ¶ 

func (a *FundingApiService) CreateTransferUsingPost(ctx context.Context, externalAccountTransferRequest ExternalAccountTransfer) (ExternalAccountTransfer, *http.Response, error)

FundingApiService Create a transfer requests Create a new external account transfer for a client account.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param externalAccountTransferRequest externalAccountTransferRequest

@return ExternalAccountTransfer

func (*FundingApiService) DeleteBankLinkUsingDelete ¶ 

func (a *FundingApiService) DeleteBankLinkUsingDelete(ctx context.Context, bankLinkId string) (*http.Response, error)

FundingApiService Delete a bank link Permanently delete a bank link defined for an account.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param bankLinkId UUID bank_link_id

func (*FundingApiService) DeleteFundingTransactionUsingDelete ¶ 

func (a *FundingApiService) DeleteFundingTransactionUsingDelete(ctx context.Context, fundingTransactionId string) (*http.Response, error)

FundingApiService Delete a funding transaction request Permanently delete a funding transaction request for an account.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param fundingTransactionId UUID funding_transaction_id

func (*FundingApiService) DeleteFundingUsingDelete ¶ 

func (a *FundingApiService) DeleteFundingUsingDelete(ctx context.Context, fundingId string) (*http.Response, error)

FundingApiService Delete a funding request Permanently delete a funding request defined for an account.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param fundingId UUID funding_id

func (*FundingApiService) DeleteTransferUsingDelete ¶ 

func (a *FundingApiService) DeleteTransferUsingDelete(ctx context.Context, transferId string) (*http.Response, error)

FundingApiService Delete a transfer request Permanently delete a external account transfer from a client account.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param transferId UUID external_account_transfer_id

func (*FundingApiService) GetBankLinkAllUsingGet ¶ 

func (a *FundingApiService) GetBankLinkAllUsingGet(ctx context.Context, localVarOptionals *FundingApiGetBankLinkAllUsingGetOpts) (PageBankLink, *http.Response, error)

func (*FundingApiService) GetBankLinkUsingGet ¶ 

func (a *FundingApiService) GetBankLinkUsingGet(ctx context.Context, bankLinkId string, localVarOptionals *FundingApiGetBankLinkUsingGetOpts) (BankLink, *http.Response, error)

func (*FundingApiService) GetFundingAllUsingGet ¶ 

func (a *FundingApiService) GetFundingAllUsingGet(ctx context.Context, localVarOptionals *FundingApiGetFundingAllUsingGetOpts) (PageFunding, *http.Response, error)

func (*FundingApiService) GetFundingTransactionAllUsingGet ¶ 

func (a *FundingApiService) GetFundingTransactionAllUsingGet(ctx context.Context, localVarOptionals *FundingApiGetFundingTransactionAllUsingGetOpts) (PageFundingTransaction, *http.Response, error)

func (*FundingApiService) GetFundingTransactionUsingGet ¶ 

func (a *FundingApiService) GetFundingTransactionUsingGet(ctx context.Context, fundingTransactionId string, localVarOptionals *FundingApiGetFundingTransactionUsingGetOpts) (FundingTransaction, *http.Response, error)

func (*FundingApiService) GetFundingUsingGet ¶ 

func (a *FundingApiService) GetFundingUsingGet(ctx context.Context, fundingId string, localVarOptionals *FundingApiGetFundingUsingGetOpts) (Funding, *http.Response, error)

func (*FundingApiService) GetTransferAllUsingGet ¶ 

func (a *FundingApiService) GetTransferAllUsingGet(ctx context.Context, localVarOptionals *FundingApiGetTransferAllUsingGetOpts) (PageExternalAccountTransfer, *http.Response, error)

func (*FundingApiService) GetTransferUsingGet ¶ 

func (a *FundingApiService) GetTransferUsingGet(ctx context.Context, transferId string, localVarOptionals *FundingApiGetTransferUsingGetOpts) (ExternalAccountTransfer, *http.Response, error)

func (*FundingApiService) UpdateBankLinkBulkUsingPut ¶ 

func (a *FundingApiService) UpdateBankLinkBulkUsingPut(ctx context.Context, bankLinkList []interface{}) ([]BankLink, *http.Response, error)

FundingApiService Update list of bank link Update bank link list for an account.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param bankLinkList bankLinkList

@return []BankLink

func (*FundingApiService) UpdateBankLinkUsingPut ¶ 

func (a *FundingApiService) UpdateBankLinkUsingPut(ctx context.Context, bankLink interface{}, bankLinkId string) (BankLink, *http.Response, error)

FundingApiService Update a bank link Update the information for a bank link for an account.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param bankLink bank_link
  • @param bankLinkId UUID bank_link_id

@return BankLink

func (*FundingApiService) UpdateFundingTransactionUsingPut ¶ 

func (a *FundingApiService) UpdateFundingTransactionUsingPut(ctx context.Context, fundingTransaction interface{}, fundingTransactionId string) (FundingTransaction, *http.Response, error)

FundingApiService Update a funding transaction request Update the information for a funding transaction request for an account.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param fundingTransaction fundingTransaction
  • @param fundingTransactionId UUID funding_transaction_id

@return FundingTransaction

func (*FundingApiService) UpdateFundingUsingPut ¶ 

func (a *FundingApiService) UpdateFundingUsingPut(ctx context.Context, funding interface{}, fundingId string) (Funding, *http.Response, error)

FundingApiService Update a funding request Update the information for a funding request for an account.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param funding funding
  • @param fundingId UUID funding_id

@return Funding

func (*FundingApiService) UpdateTransferUsingPut ¶ 

func (a *FundingApiService) UpdateTransferUsingPut(ctx context.Context, transfer interface{}, transferId string) (ExternalAccountTransfer, *http.Response, error)

FundingApiService Update a transfer request Update the information for a external account transfer for a client account.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param transfer transfer
  • @param transferId UUID external_account_transfer_id

@return ExternalAccountTransfer

type FundingRequestMap ¶ 

type FundingRequestMap struct {
	// funding_id
	FundingId string `json:"funding_id"`
}

type FundingTransaction ¶ 

type FundingTransaction struct {
	// accountId
	AccountId string `json:"account_id,omitempty"`
	// amount
	Amount float64 `json:"amount"`
	// comments
	Comments   string `json:"comments,omitempty"`
	CreateDate string `json:"create_date,omitempty"`
	// currency_code
	CurrencyCode string `json:"currency_code"`
	// fees
	Fees float64 `json:"fees,omitempty"`
	// fundingId
	FundingId string `json:"funding_id"`
	Id        string `json:"id,omitempty"`
	// investedDate
	InvestedDate string `json:"invested_date,omitempty"`
	// is deposit
	IsDeposit bool `json:"is_deposit"`
	// lastRequestDate
	LastRequestDate string            `json:"last_request_date,omitempty"`
	Metadata        map[string]string `json:"metadata,omitempty"`
	// portfolio_id
	PortfolioId string `json:"portfolio_id,omitempty"`
	// portfolioTransactionId
	PortfolioTransactionId string `json:"portfolio_transaction_id,omitempty"`
	// receivedDate
	ReceivedDate string `json:"received_date,omitempty"`
	SecondaryId  string `json:"secondary_id,omitempty"`
	// status
	Status string `json:"status,omitempty"`
	// statusTimeStamp
	StatusTimeStamp string `json:"status_time_stamp,omitempty"`
	// type
	Type_      string `json:"type,omitempty"`
	UpdateDate string `json:"update_date,omitempty"`
}

FundingTransaction Object

type FxRate ¶ 

type FxRate struct {
	// currency_code_from
	CurrencyCodeFrom string `json:"currency_code_from"`
	// currency_code_to
	CurrencyCodeTo string `json:"currency_code_to"`
	// date
	Date string `json:"date"`
	// exchangeRate
	ExchangeRate float64 `json:"exchange_rate"`
}

FxRate Object

type FxRateView ¶ 

type FxRateView struct {
	// currency_code_from
	CurrencyCodeFrom string `json:"currency_code_from"`
	// currency_code_to
	CurrencyCodeTo string `json:"currency_code_to"`
	// date
	Date string `json:"date"`
	// exchangeRate
	ExchangeRate float64 `json:"exchange_rate"`
}

FxRate view object

type GenericSwaggerError ¶ 

type GenericSwaggerError struct {
	// contains filtered or unexported fields
}

GenericSwaggerError Provides access to the body, error and model on returned errors.

func (GenericSwaggerError) Body ¶ 

func (e GenericSwaggerError) Body() []byte

Body returns the raw bytes of the response

func (GenericSwaggerError) Error ¶ 

func (e GenericSwaggerError) Error() string

Error returns non-empty string if there was an error.

func (GenericSwaggerError) Model ¶ 

func (e GenericSwaggerError) Model() interface{}

Model returns the unpacked model of the error

type Goal ¶ 

type Goal struct {
	AccumulationHorizon float64 `json:"accumulation_horizon,omitempty"`
	// category
	Category            string  `json:"category,omitempty"`
	ClientId            string  `json:"client_id,omitempty"`
	CreateDate          string  `json:"create_date,omitempty"`
	DecumulationHorizon float64 `json:"decumulation_horizon,omitempty"`
	GoalAmount          float64 `json:"goal_amount,omitempty"`
	Id                  string  `json:"id,omitempty"`
	// image
	Image string `json:"image,omitempty"`
	// isActive
	IsActive bool `json:"is_active,omitempty"`
	// isDecumulation
	IsDecumulation bool              `json:"is_decumulation,omitempty"`
	Metadata       map[string]string `json:"metadata,omitempty"`
	// Goal name
	Name string `json:"name"`
	// Goal Parent Goal Id
	ParentGoalId string `json:"parent_goal_id,omitempty"`
	// questionnaire_id
	QuestionnaireId string `json:"questionnaire_id,omitempty"`
	SecondaryId     string `json:"secondary_id,omitempty"`
	// type
	Type_      string `json:"type,omitempty"`
	UpdateDate string `json:"update_date,omitempty"`
}

type GoalAccountMapping ¶ 

type GoalAccountMapping struct {
	// accumulationHorizon
	AccumulationHorizon float64 `json:"accumulation_horizon,omitempty"`
	// decumulationHorizon
	DecumulationHorizon float64 `json:"decumulation_horizon,omitempty"`
	// goalAmount
	GoalAmount float64 `json:"goal_amount,omitempty"`
	// goalId
	GoalId string `json:"goal_id"`
}

GoalAccountMapping Object

type GoalApiGetGoalAllUsingGetOpts ¶ 

type GoalApiGetGoalAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type GoalApiGetGoalAssetSizeAllUsingGetOpts ¶ 

type GoalApiGetGoalAssetSizeAllUsingGetOpts struct {
	CurrencyConversion optional.String
	EndDate            optional.String
	GetLatest          optional.Bool
	PortfolioGoal      optional.Bool
	SortType           optional.String
	StartDate          optional.String
}

type GoalApiGetGoalHoldingAllUsingGetOpts ¶ 

type GoalApiGetGoalHoldingAllUsingGetOpts struct {
	Ascending          optional.Bool
	CurrencyConversion optional.String
	EndDate            optional.String
	Filter             optional.String
	OrderBy            optional.String
	Page               optional.Int32
	PortfolioGoal      optional.Bool
	Size               optional.Int32
	StartDate          optional.String
}

type GoalApiGetGoalTrackAllUsingGetOpts ¶ 

type GoalApiGetGoalTrackAllUsingGetOpts struct {
	Ascending optional.Bool
	EndDate   optional.String
	Filter    optional.String
	GetLatest optional.Bool
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
	StartDate optional.String
}

type GoalApiGetGoalTransactionAllUsingGetOpts ¶ 

type GoalApiGetGoalTransactionAllUsingGetOpts struct {
	Ascending          optional.Bool
	CurrencyConversion optional.String
	EndDate            optional.String
	Filter             optional.String
	OrderBy            optional.String
	Page               optional.Int32
	PortfolioGoal      optional.Bool
	Size               optional.Int32
	StartDate          optional.String
}

type GoalApiService ¶ 

type GoalApiService service

func (*GoalApiService) CreateGoalTrackUsingPost ¶ 

func (a *GoalApiService) CreateGoalTrackUsingPost(ctx context.Context, goalTrack GoalTrack) (GoalTrack, *http.Response, error)

GoalApiService Create a goal track record Create a goal track record for a goal under a client.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param goalTrack goalTrack

@return GoalTrack

func (*GoalApiService) CreateGoalUsingPost ¶ 

func (a *GoalApiService) CreateGoalUsingPost(ctx context.Context, goalRequest Goal) (Goal, *http.Response, error)

GoalApiService Create a goal Create a new goal for your firm that clients can customize for themselves.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param goalRequest goalRequest

@return Goal

func (*GoalApiService) DeleteGoalTrackUsingDelete ¶ 

func (a *GoalApiService) DeleteGoalTrackUsingDelete(ctx context.Context, goalTrackId string) (*http.Response, error)

GoalApiService Delete a goal track record Permanently delete an goal track record for a goal under a client.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param goalTrackId UUID goal_track_id

func (*GoalApiService) DeleteGoalUsingDelete ¶ 

func (a *GoalApiService) DeleteGoalUsingDelete(ctx context.Context, goalId string) (*http.Response, error)

GoalApiService Delete a goal Permanently delete a goal for your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param goalId UUID goal_id

func (*GoalApiService) GetGoalAllUsingGet ¶ 

func (a *GoalApiService) GetGoalAllUsingGet(ctx context.Context, localVarOptionals *GoalApiGetGoalAllUsingGetOpts) (PageGoal, *http.Response, error)

func (*GoalApiService) GetGoalAssetSizeAllUsingGet ¶ 

func (a *GoalApiService) GetGoalAssetSizeAllUsingGet(ctx context.Context, clientId string, goalId string, localVarOptionals *GoalApiGetGoalAssetSizeAllUsingGetOpts) ([]AvailableDateDoubleVo, *http.Response, error)

func (*GoalApiService) GetGoalHoldingAllUsingGet ¶ 

func (a *GoalApiService) GetGoalHoldingAllUsingGet(ctx context.Context, clientId string, goalId string, localVarOptionals *GoalApiGetGoalHoldingAllUsingGetOpts) (PagePortfolioHoldingAgg, *http.Response, error)

func (*GoalApiService) GetGoalTrackAllUsingGet ¶ 

func (a *GoalApiService) GetGoalTrackAllUsingGet(ctx context.Context, localVarOptionals *GoalApiGetGoalTrackAllUsingGetOpts) (PageGoalTrack, *http.Response, error)

func (*GoalApiService) GetGoalTrackUsingGet ¶ 

func (a *GoalApiService) GetGoalTrackUsingGet(ctx context.Context, goalTrackId string) (GoalTrack, *http.Response, error)

GoalApiService Retrieve a goal track record Retrieve the information for a specific goal track record for a goal under a client.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param goalTrackId UUID goal_track_id

@return GoalTrack

func (*GoalApiService) GetGoalTransactionAllUsingGet ¶ 

func (a *GoalApiService) GetGoalTransactionAllUsingGet(ctx context.Context, clientId string, goalId string, localVarOptionals *GoalApiGetGoalTransactionAllUsingGetOpts) (PagePortfolioTransaction, *http.Response, error)

func (*GoalApiService) GetGoalUsingGet ¶ 

func (a *GoalApiService) GetGoalUsingGet(ctx context.Context, goalId string) (Goal, *http.Response, error)

GoalApiService Retrieve a goal Retrieve the information for a goal defined for your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param goalId UUID goal_id

@return Goal

func (*GoalApiService) UpdateGoalTrackUsingPut ¶ 

func (a *GoalApiService) UpdateGoalTrackUsingPut(ctx context.Context, goalTrack interface{}, goalTrackId string) (GoalTrack, *http.Response, error)

GoalApiService Update a goal track record Update the information for a goal track record.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param goalTrack goal_track
  • @param goalTrackId UUID goal_track_id

@return GoalTrack

func (*GoalApiService) UpdateGoalUsingPut ¶ 

func (a *GoalApiService) UpdateGoalUsingPut(ctx context.Context, goal interface{}, goalId string) (Goal, *http.Response, error)

GoalApiService Update a goal Update a goal defined for your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param goal goal
  • @param goalId UUID goal_id

@return Goal

type GoalTrack ¶ 

type GoalTrack struct {
	Accounts []GoalTrackAccounts `json:"accounts,omitempty"`
	// accumulationHorizon
	AccumulationHorizon float64 `json:"accumulation_horizon,omitempty"`
	// clientId
	ClientId   string `json:"client_id,omitempty"`
	CreateDate string `json:"create_date,omitempty"`
	// currentInvestment
	CurrentInvestment float64 `json:"current_investment,omitempty"`
	// decumulationHorizon
	DecumulationHorizon float64 `json:"decumulation_horizon,omitempty"`
	// goalAchievementScore
	GoalAchievementScore float64 `json:"goal_achievement_score,omitempty"`
	// goalAmount
	GoalAmount float64 `json:"goal_amount,omitempty"`
	// goalId
	GoalId string `json:"goal_id"`
	// goalProbability
	GoalProbability float64 `json:"goal_probability,omitempty"`
	Id              string  `json:"id,omitempty"`
	// metadata
	Metadata map[string]string `json:"metadata,omitempty"`
	// onTrack
	OnTrack bool `json:"on_track,omitempty"`
	// progress
	Progress float64 `json:"progress,omitempty"`
	// projectionBalance
	ProjectionBalance float64 `json:"projection_balance,omitempty"`
	// projectionDate
	ProjectionDate string `json:"projection_date,omitempty"`
	SecondaryId    string `json:"secondary_id,omitempty"`
	// statusTimeStamp
	StatusTimeStamp string `json:"status_time_stamp"`
	UpdateDate      string `json:"update_date,omitempty"`
}

Goal Simulation Result Object

type GoalTrackAccounts ¶ 

type GoalTrackAccounts struct {
	// account_id
	AccountId string `json:"account_id"`
}

type Household ¶ 

type Household struct {
	// category
	Category   string `json:"category,omitempty"`
	CreateDate string `json:"create_date,omitempty"`
	// householdIncome
	HouseholdIncome float64 `json:"household_income,omitempty"`
	Id              string  `json:"id,omitempty"`
	// is_active
	IsActive bool              `json:"is_active,omitempty"`
	Members  []Member          `json:"members,omitempty"`
	Metadata map[string]string `json:"metadata,omitempty"`
	// name
	Name        string `json:"name"`
	SecondaryId string `json:"secondary_id,omitempty"`
	// subcategory
	Subcategory string `json:"subcategory,omitempty"`
	UpdateDate  string `json:"update_date,omitempty"`
}

type HouseholdApiGetHouseholdAllUsingGetOpts ¶ 

type HouseholdApiGetHouseholdAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type HouseholdApiGetHouseholdClientAssetSizeUsingGetOpts ¶ 

type HouseholdApiGetHouseholdClientAssetSizeUsingGetOpts struct {
	CurrencyConversion optional.String
	EndDate            optional.String
	ExcludeSubledger   optional.Bool
	GetLatest          optional.Bool
	SortType           optional.String
	StartDate          optional.String
}

type HouseholdApiGetHouseholdClientHoldingUsingGetOpts ¶ 

type HouseholdApiGetHouseholdClientHoldingUsingGetOpts struct {
	Ascending          optional.Bool
	CurrencyConversion optional.String
	EndDate            optional.String
	Filter             optional.String
	GetLatest          optional.Bool
	OrderBy            optional.String
	Page               optional.Int32
	Size               optional.Int32
	StartDate          optional.String
}

type HouseholdApiGetHouseholdClientTransactionUsingGetOpts ¶ 

type HouseholdApiGetHouseholdClientTransactionUsingGetOpts struct {
	Ascending          optional.Bool
	CurrencyConversion optional.String
	EndDate            optional.String
	Filter             optional.String
	OrderBy            optional.String
	Page               optional.Int32
	Size               optional.Int32
	StartDate          optional.String
}

type HouseholdApiService ¶ 

type HouseholdApiService service

func (*HouseholdApiService) CreateHouseholdUsingPost ¶ 

func (a *HouseholdApiService) CreateHouseholdUsingPost(ctx context.Context, household Household) (Household, *http.Response, error)

HouseholdApiService Create a Household Create a new household, with your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param household household

@return Household

func (*HouseholdApiService) DeleteHouseholdUsingDelete ¶ 

func (a *HouseholdApiService) DeleteHouseholdUsingDelete(ctx context.Context, householdId string) (*http.Response, error)

HouseholdApiService Delete a Household Permanently delete a household

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param householdId UUID household_id

func (*HouseholdApiService) GetHouseholdAllUsingGet ¶ 

func (a *HouseholdApiService) GetHouseholdAllUsingGet(ctx context.Context, localVarOptionals *HouseholdApiGetHouseholdAllUsingGetOpts) (PageHousehold, *http.Response, error)

func (*HouseholdApiService) GetHouseholdClientAssetSizeUsingGet ¶ 

func (a *HouseholdApiService) GetHouseholdClientAssetSizeUsingGet(ctx context.Context, householdId string, localVarOptionals *HouseholdApiGetHouseholdClientAssetSizeUsingGetOpts) ([]AvailableDateDoubleVo, *http.Response, error)

func (*HouseholdApiService) GetHouseholdClientHoldingUsingGet ¶ 

func (a *HouseholdApiService) GetHouseholdClientHoldingUsingGet(ctx context.Context, householdId string, localVarOptionals *HouseholdApiGetHouseholdClientHoldingUsingGetOpts) (PagePortfolioHoldingAgg, *http.Response, error)

func (*HouseholdApiService) GetHouseholdClientTransactionUsingGet ¶ 

func (a *HouseholdApiService) GetHouseholdClientTransactionUsingGet(ctx context.Context, householdId string, localVarOptionals *HouseholdApiGetHouseholdClientTransactionUsingGetOpts) (PagePortfolioTransaction, *http.Response, error)

func (*HouseholdApiService) GetHouseholdUsingGet ¶ 

func (a *HouseholdApiService) GetHouseholdUsingGet(ctx context.Context, householdId string) (Household, *http.Response, error)

HouseholdApiService Retrieve a Household Retrieve the information for a Household.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param householdId UUID household_id

@return Household

func (*HouseholdApiService) UpdateHouseholdUsingPut ¶ 

func (a *HouseholdApiService) UpdateHouseholdUsingPut(ctx context.Context, household interface{}, householdId string) (Household, *http.Response, error)

HouseholdApiService Update a Household Update the information for a Household.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param household household
  • @param householdId UUID household_id

@return Household

type Institution ¶ 

type Institution struct {
	// code
	Code       string `json:"code,omitempty"`
	CreateDate string `json:"create_date,omitempty"`
	Id         string `json:"id,omitempty"`
	// logo_url_medium
	LogoUrlMedium string `json:"logo_url_medium,omitempty"`
	// logo_url_small
	LogoUrlSmall string `json:"logo_url_small,omitempty"`
	// name
	Name       string `json:"name"`
	UpdateDate string `json:"update_date,omitempty"`
	// website_url
	WebsiteUrl string `json:"website_url,omitempty"`
}

Institution Object

type Investment ¶ 

type Investment struct {
	// fee
	Fee float64 `json:"fee,omitempty"`
	// investmentType
	InvestmentType string `json:"investment_type,omitempty"`
	// price
	Price float64 `json:"price"`
	// quantity
	Quantity float64 `json:"quantity"`
	// settleDate
	SettleDate string `json:"settle_date,omitempty"`
	// ticker
	Ticker string `json:"ticker,omitempty"`
	// tickerName
	TickerName string `json:"ticker_name,omitempty"`
	// tradeSignal
	TradeSignal string `json:"trade_signal"`
	// value
	Value float64 `json:"value,omitempty"`
}

Investment Object

type Invoice ¶ 

type Invoice struct {
	// businessId
	BusinessId string `json:"business_id,omitempty"`
	// client_id
	ClientId string `json:"client_id,omitempty"`
	// contact_id
	ContactId  string `json:"contact_id"`
	CreateDate string `json:"create_date,omitempty"`
	// currency_code
	CurrencyCode string `json:"currency_code"`
	// department
	Department string `json:"department,omitempty"`
	// description
	Description string `json:"description,omitempty"`
	// document_id
	DocumentId string `json:"document_id,omitempty"`
	// due_date
	DueDate string `json:"due_date"`
	Id      string `json:"id,omitempty"`
	// invoice_date
	InvoiceDate string `json:"invoice_date"`
	// invoice_name
	InvoiceName string `json:"invoice_name,omitempty"`
	// invoice_number
	InvoiceNumber string `json:"invoice_number"`
	// is_active
	IsActive bool `json:"is_active,omitempty"`
	// is_bill
	IsBill bool `json:"is_bill,omitempty"`
	// lineItems
	LineItems []LineItems       `json:"line_items,omitempty"`
	Metadata  map[string]string `json:"metadata,omitempty"`
	// paymentInstructions
	PaymentInstructions string `json:"payment_instructions,omitempty"`
	// paymentTerms
	PaymentTerms string `json:"payment_terms,omitempty"`
	SecondaryId  string `json:"secondary_id,omitempty"`
	// status
	Status string `json:"status,omitempty"`
	// totalAmount
	TotalAmount float64 `json:"total_amount"`
	// totalDiscount
	TotalDiscount float64 `json:"total_discount,omitempty"`
	// totalDue
	TotalDue float64 `json:"total_due,omitempty"`
	// totalSubtotal
	TotalSubtotal float64 `json:"total_subtotal,omitempty"`
	// totalTax
	TotalTax   float64 `json:"total_tax,omitempty"`
	UpdateDate string  `json:"update_date,omitempty"`
}

Invoice Object

type InvoiceApiGetInvoiceAllUsingGetOpts ¶ 

type InvoiceApiGetInvoiceAllUsingGetOpts struct {
	Ascending          optional.Bool
	CurrencyConversion optional.String
	Filter             optional.String
	OrderBy            optional.String
	Page               optional.Int32
	Size               optional.Int32
}

type InvoiceApiGetInvoicePaymentAllUsingGetOpts ¶ 

type InvoiceApiGetInvoicePaymentAllUsingGetOpts struct {
	Ascending          optional.Bool
	CurrencyConversion optional.String
	Filter             optional.String
	OrderBy            optional.String
	Page               optional.Int32
	Size               optional.Int32
}

type InvoiceApiGetInvoicePaymentUsingGetOpts ¶ 

type InvoiceApiGetInvoicePaymentUsingGetOpts struct {
	CurrencyConversion optional.String
}

type InvoiceApiGetInvoiceUsingGetOpts ¶ 

type InvoiceApiGetInvoiceUsingGetOpts struct {
	CurrencyConversion optional.String
}

type InvoiceApiService ¶ 

type InvoiceApiService service

func (*InvoiceApiService) CreateInvoicePaymentUsingPost ¶ 

func (a *InvoiceApiService) CreateInvoicePaymentUsingPost(ctx context.Context, invoicePayment InvoicePayment) (InvoicePayment, *http.Response, error)

InvoiceApiService Create a invoicePayment Create a new invoicePayment, for tracking invoice status.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param invoicePayment invoicePayment

@return InvoicePayment

func (*InvoiceApiService) CreateInvoiceUsingPost ¶ 

func (a *InvoiceApiService) CreateInvoiceUsingPost(ctx context.Context, invoice Invoice) (Invoice, *http.Response, error)

InvoiceApiService Create a invoice Create a new invoice, with your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param invoice invoice

@return Invoice

func (*InvoiceApiService) DeleteInvoicePaymentUsingDelete ¶ 

func (a *InvoiceApiService) DeleteInvoicePaymentUsingDelete(ctx context.Context, invoicePaymentId string) (*http.Response, error)

InvoiceApiService Delete a invoicePayment Delete a invoicePayment.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param invoicePaymentId UUID invoice_payment_id

func (*InvoiceApiService) DeleteInvoiceUsingDelete ¶ 

func (a *InvoiceApiService) DeleteInvoiceUsingDelete(ctx context.Context, invoiceId string) (*http.Response, error)

InvoiceApiService Delete a invoice Delete a invoice.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param invoiceId UUID invoice_id

func (*InvoiceApiService) GetInvoiceAllUsingGet ¶ 

func (a *InvoiceApiService) GetInvoiceAllUsingGet(ctx context.Context, localVarOptionals *InvoiceApiGetInvoiceAllUsingGetOpts) (PageInvoice, *http.Response, error)

func (*InvoiceApiService) GetInvoicePaymentAllUsingGet ¶ 

func (a *InvoiceApiService) GetInvoicePaymentAllUsingGet(ctx context.Context, localVarOptionals *InvoiceApiGetInvoicePaymentAllUsingGetOpts) (PageInvoicePayment, *http.Response, error)

func (*InvoiceApiService) GetInvoicePaymentUsingGet ¶ 

func (a *InvoiceApiService) GetInvoicePaymentUsingGet(ctx context.Context, invoicePaymentId string, localVarOptionals *InvoiceApiGetInvoicePaymentUsingGetOpts) (InvoicePayment, *http.Response, error)

func (*InvoiceApiService) GetInvoiceUsingGet ¶ 

func (a *InvoiceApiService) GetInvoiceUsingGet(ctx context.Context, invoiceId string, localVarOptionals *InvoiceApiGetInvoiceUsingGetOpts) (Invoice, *http.Response, error)

func (*InvoiceApiService) UpdateInvoicePaymentUsingPut ¶ 

func (a *InvoiceApiService) UpdateInvoicePaymentUsingPut(ctx context.Context, invoicePayment interface{}, invoicePaymentId string) (InvoicePayment, *http.Response, error)

InvoiceApiService Update a invoicePayment Update a invoicePayment.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param invoicePayment invoice_payment
  • @param invoicePaymentId UUID invoice_payment_id

@return InvoicePayment

func (*InvoiceApiService) UpdateInvoiceUsingPut ¶ 

func (a *InvoiceApiService) UpdateInvoiceUsingPut(ctx context.Context, invoice interface{}, invoiceId string) (Invoice, *http.Response, error)

InvoiceApiService Update a invoice Update a invoice.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param invoice invoice
  • @param invoiceId UUID invoice_id

@return Invoice

type InvoicePayment ¶ 

type InvoicePayment struct {
	CreateDate string `json:"create_date,omitempty"`
	// currency_code
	CurrencyCode string `json:"currency_code"`
	Id           string `json:"id,omitempty"`
	// invoiceId
	InvoiceId string `json:"invoice_id"`
	// metadata
	Metadata map[string]string `json:"metadata,omitempty"`
	// paymentAmount
	PaymentAmount float32 `json:"payment_amount"`
	// paymentDate
	PaymentDate string `json:"payment_date"`
	SecondaryId string `json:"secondary_id,omitempty"`
	UpdateDate  string `json:"update_date,omitempty"`
}

InvoicePayment Object

type JsonNode ¶ 

type JsonNode struct {
}

type LineItems ¶ 

type LineItems struct {
	// amount
	Amount float64 `json:"amount"`
	// currency_code
	CurrencyCode string `json:"currency_code"`
	// description
	Description string `json:"description"`
	// lineItemId
	LineItemId string `json:"line_item_id,omitempty"`
	// quantity
	Quantity float64 `json:"quantity"`
	// rate
	Rate float64 `json:"rate"`
	// subtotal
	Subtotal float64 `json:"subtotal,omitempty"`
	// tax
	Tax float64 `json:"tax,omitempty"`
}

LineItems Object

type Location ¶ 

type Location struct {
	// addressLine1
	AddressLine1 string `json:"address_line1,omitempty"`
	// addressLine2
	AddressLine2 string `json:"address_line2,omitempty"`
	// city
	City string `json:"city,omitempty"`
	// country
	Country string `json:"country,omitempty"`
	// latitude
	Latitude float64 `json:"latitude,omitempty"`
	// longitude
	Longitude float64 `json:"longitude,omitempty"`
	// postalcode
	Postalcode string `json:"postalcode,omitempty"`
	// state
	State string `json:"state,omitempty"`
}

Location Object

type Member ¶ 

type Member struct {
	// clientId
	ClientId            string               `json:"client_id"`
	ClientRelationships []ClientRelationship `json:"client_relationships,omitempty"`
	Household           *Household           `json:"household,omitempty"`
	// isPrimary
	IsPrimary bool `json:"is_primary,omitempty"`
}

type MerchantCategoryCode ¶ 

type MerchantCategoryCode struct {
	// category
	Category string `json:"category,omitempty"`
	// description
	Description string `json:"description,omitempty"`
	// mcc
	Mcc int32 `json:"mcc,omitempty"`
	// subcategory
	Subcategory string `json:"subcategory,omitempty"`
	// TransactionCategory id
	TransactionCategoryId string `json:"transaction_category_id"`
}

MerchantCategoryCode Object

type MerchantsMap ¶ 

type MerchantsMap struct {
	// amount
	Amount int32 `json:"amount"`
	// merchant
	Merchant string `json:"merchant"`
}

type Model ¶ 

type Model struct {
	// benchmarkId
	BenchmarkId string `json:"benchmark_id,omitempty"`
	// cashSec
	CashSec string `json:"cash_sec,omitempty"`
	// category
	Category string `json:"category,omitempty"`
	// clientId
	ClientId   string `json:"client_id,omitempty"`
	CreateDate string `json:"create_date,omitempty"`
	// currency_code
	CurrencyCode string `json:"currency_code,omitempty"`
	// defaultDriftFactor
	DefaultDriftFactor float32 `json:"default_drift_factor,omitempty"`
	// description
	Description string `json:"description,omitempty"`
	// downside
	Downside bool `json:"downside,omitempty"`
	// driftRebal
	DriftRebal bool   `json:"drift_rebal,omitempty"`
	Id         string `json:"id,omitempty"`
	// isActive
	IsActive bool              `json:"is_active,omitempty"`
	Metadata map[string]string `json:"metadata,omitempty"`
	// name
	Name    string              `json:"name"`
	NodeMap []AllocationNodeMap `json:"node_map,omitempty"`
	// periodRebal
	PeriodRebal bool `json:"period_rebal,omitempty"`
	// rebalancePeriod
	RebalancePeriod int64 `json:"rebalance_period,omitempty"`
	// safeSec
	SafeSec string `json:"safe_sec,omitempty"`
	// secRotation
	SecRotation bool   `json:"sec_rotation,omitempty"`
	SecondaryId string `json:"secondary_id,omitempty"`
	// taxEfficiencyId
	TaxEfficiencyId int64  `json:"tax_efficiency_id,omitempty"`
	UpdateDate      string `json:"update_date,omitempty"`
}

Model Object

type ModelApiGetModelAllUsingGetOpts ¶ 

type ModelApiGetModelAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type ModelApiGetModelAssetSizeAllUsingGetOpts ¶ 

type ModelApiGetModelAssetSizeAllUsingGetOpts struct {
	Ascending          optional.Bool
	CurrencyConversion optional.String
	Filter             optional.String
	OrderBy            optional.String
	Page               optional.Int32
	Size               optional.Int32
}

type ModelApiGetModelAssetSizeUsingGetOpts ¶ 

type ModelApiGetModelAssetSizeUsingGetOpts struct {
	CurrencyConversion optional.String
}

type ModelApiGetModelCommentAllUsingGetOpts ¶ 

type ModelApiGetModelCommentAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type ModelApiGetModelHoldingAllUsingGetOpts ¶ 

type ModelApiGetModelHoldingAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type ModelApiGetModelTransactionAllUsingGetOpts ¶ 

type ModelApiGetModelTransactionAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type ModelApiService ¶ 

type ModelApiService service

func (*ModelApiService) CreateModelAssetSizeUsingPost ¶ 

func (a *ModelApiService) CreateModelAssetSizeUsingPost(ctx context.Context, req ModelAssetSize) (ModelAssetSize, *http.Response, error)

ModelApiService Create a model asset size Create a new asset size record for a model.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param req req

@return ModelAssetSize

func (*ModelApiService) CreateModelChangeUsingPost ¶ 

func (a *ModelApiService) CreateModelChangeUsingPost(ctx context.Context, changeRequest OrderReconcileRequest, modelId string) ([]ModelTransaction, *http.Response, error)

ModelApiService Change a model composition Model composition changes represent a change in a model’s holdings.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param changeRequest changeRequest
  • @param modelId UUID model_id

@return []ModelTransaction

func (*ModelApiService) CreateModelCommentUsingPost ¶ 

func (a *ModelApiService) CreateModelCommentUsingPost(ctx context.Context, modelCommentRequest ModelComment) (ModelComment, *http.Response, error)

ModelApiService Create a model commentary Create a new comment for a model available for your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param modelCommentRequest modelCommentRequest

@return ModelComment

func (*ModelApiService) CreateModelHoldingUsingPost ¶ 

func (a *ModelApiService) CreateModelHoldingUsingPost(ctx context.Context, modelHoldingRequest ModelHolding) (ModelHolding, *http.Response, error)

ModelApiService Create a model holding Create a new model holding record for a specific model and date.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param modelHoldingRequest modelHoldingRequest

@return ModelHolding

func (*ModelApiService) CreateModelTransactionUsingPost ¶ 

func (a *ModelApiService) CreateModelTransactionUsingPost(ctx context.Context, modelTransactionRequest ModelTransaction) (ModelTransaction, *http.Response, error)

ModelApiService Create a model transaction Create a new transaction record for a security under a model for a specific date.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param modelTransactionRequest modelTransactionRequest

@return ModelTransaction

func (*ModelApiService) CreateModelUsingPost ¶ 

func (a *ModelApiService) CreateModelUsingPost(ctx context.Context, modelInfoRequest Model) (Model, *http.Response, error)

ModelApiService Create a model Create a new model for your firm to which a portfolios can later subscribe.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param modelInfoRequest modelInfoRequest

@return Model

func (*ModelApiService) DeleteModelAssetSizeUsingDelete ¶ 

func (a *ModelApiService) DeleteModelAssetSizeUsingDelete(ctx context.Context, modelAssetSizeId string) (*http.Response, error)

ModelApiService Delete a model asset size Permanently delete a model asset size record for a model.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param modelAssetSizeId UUID model_asset_size_id

func (*ModelApiService) DeleteModelCommentUsingDelete ¶ 

func (a *ModelApiService) DeleteModelCommentUsingDelete(ctx context.Context, modelCommentId string) (*http.Response, error)

ModelApiService Delete a model commentary Permanently delete a model comment for a model

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param modelCommentId UUID model_comment_id

func (*ModelApiService) DeleteModelHoldingUsingDelete ¶ 

func (a *ModelApiService) DeleteModelHoldingUsingDelete(ctx context.Context, modelHoldingId string) (*http.Response, error)

ModelApiService Delete a model holding Permanently delete a model holding record for a model.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param modelHoldingId UUID model_holding_id

func (*ModelApiService) DeleteModelTransactionUsingDelete ¶ 

func (a *ModelApiService) DeleteModelTransactionUsingDelete(ctx context.Context, modelTransactionId string) (*http.Response, error)

ModelApiService Delete a model transaction Permanently delete a model transaction for a model.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param modelTransactionId UUID model_transaction_id

func (*ModelApiService) DeleteModelUsingDelete ¶ 

func (a *ModelApiService) DeleteModelUsingDelete(ctx context.Context, modelId string) (*http.Response, error)

ModelApiService Delete a model Permanently delete a model for your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param modelId UUID model_id

func (*ModelApiService) GetModelAllUsingGet ¶ 

func (a *ModelApiService) GetModelAllUsingGet(ctx context.Context, localVarOptionals *ModelApiGetModelAllUsingGetOpts) (PageModel, *http.Response, error)

func (*ModelApiService) GetModelAssetSizeAllUsingGet ¶ 

func (a *ModelApiService) GetModelAssetSizeAllUsingGet(ctx context.Context, localVarOptionals *ModelApiGetModelAssetSizeAllUsingGetOpts) (PageModelAssetSize, *http.Response, error)

func (*ModelApiService) GetModelAssetSizeUsingGet ¶ 

func (a *ModelApiService) GetModelAssetSizeUsingGet(ctx context.Context, modelAssetSizeId string, localVarOptionals *ModelApiGetModelAssetSizeUsingGetOpts) (ModelAssetSize, *http.Response, error)

func (*ModelApiService) GetModelCommentAllUsingGet ¶ 

func (a *ModelApiService) GetModelCommentAllUsingGet(ctx context.Context, localVarOptionals *ModelApiGetModelCommentAllUsingGetOpts) (PageModelComment, *http.Response, error)

func (*ModelApiService) GetModelCommentUsingGet ¶ 

func (a *ModelApiService) GetModelCommentUsingGet(ctx context.Context, modelCommentId string) (ModelComment, *http.Response, error)

ModelApiService Retrieve a model commentary Retrieve the information for a model comment for a model.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param modelCommentId UUID model_comment_id

@return ModelComment

func (*ModelApiService) GetModelHoldingAllUsingGet ¶ 

func (a *ModelApiService) GetModelHoldingAllUsingGet(ctx context.Context, localVarOptionals *ModelApiGetModelHoldingAllUsingGetOpts) (PageModelHolding, *http.Response, error)

func (*ModelApiService) GetModelHoldingUsingGet ¶ 

func (a *ModelApiService) GetModelHoldingUsingGet(ctx context.Context, modelHoldingId string) (ModelHolding, *http.Response, error)

ModelApiService Retrieve a model holding Retrieve the information for a model holding record for a model.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param modelHoldingId UUID model_holding_id

@return ModelHolding

func (*ModelApiService) GetModelTransactionAllUsingGet ¶ 

func (a *ModelApiService) GetModelTransactionAllUsingGet(ctx context.Context, localVarOptionals *ModelApiGetModelTransactionAllUsingGetOpts) (PageModelTransaction, *http.Response, error)

func (*ModelApiService) GetModelTransactionUsingGet ¶ 

func (a *ModelApiService) GetModelTransactionUsingGet(ctx context.Context, modelTransactionId string) (ModelTransaction, *http.Response, error)

ModelApiService Retrieve a model transaction Retrieve the information for a model transaction for a model.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param modelTransactionId UUID model_transaction_id

@return ModelTransaction

func (*ModelApiService) GetModelUsingGet ¶ 

func (a *ModelApiService) GetModelUsingGet(ctx context.Context, modelId string) (Model, *http.Response, error)

ModelApiService Retrieve a model Get the information for a model for your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param modelId UUID model_id

@return Model

func (*ModelApiService) UpdateModelAssetSizeUsingPut ¶ 

func (a *ModelApiService) UpdateModelAssetSizeUsingPut(ctx context.Context, modelAssetSize interface{}, modelAssetSizeId string) (ModelAssetSize, *http.Response, error)

ModelApiService Update a model asset size Update a model asset size record for a model.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param modelAssetSize model_asset_size
  • @param modelAssetSizeId UUID model_asset_size_id

@return ModelAssetSize

func (*ModelApiService) UpdateModelCommentUsingPut ¶ 

func (a *ModelApiService) UpdateModelCommentUsingPut(ctx context.Context, modelComment interface{}, modelCommentId string) (ModelComment, *http.Response, error)

ModelApiService Update a model commentary Update a model comment for a model.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param modelComment model_comment
  • @param modelCommentId UUID model_comment_id

@return ModelComment

func (*ModelApiService) UpdateModelHoldingUsingPut ¶ 

func (a *ModelApiService) UpdateModelHoldingUsingPut(ctx context.Context, modelHolding interface{}, modelHoldingId string) (ModelHolding, *http.Response, error)

ModelApiService Update a model holding Update a model holding record for a model.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param modelHolding model_holding
  • @param modelHoldingId UUID model_holding_id

@return ModelHolding

func (*ModelApiService) UpdateModelTransactionUsingPut ¶ 

func (a *ModelApiService) UpdateModelTransactionUsingPut(ctx context.Context, modelTransaction interface{}, modelTransactionId string) (ModelTransaction, *http.Response, error)

ModelApiService Update a model transaction Update a model transaction for a model.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param modelTransaction model_transaction
  • @param modelTransactionId UUID model_transaction_id

@return ModelTransaction

func (*ModelApiService) UpdateModelUsingPut ¶ 

func (a *ModelApiService) UpdateModelUsingPut(ctx context.Context, model interface{}, modelId string) (Model, *http.Response, error)

ModelApiService Update a model Update a model for your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param model model
  • @param modelId UUID model_id

@return Model

type ModelAssetSize ¶ 

type ModelAssetSize struct {
	// Model asset_size
	AssetSize  float64 `json:"asset_size"`
	CreateDate string  `json:"create_date,omitempty"`
	// currency_code
	CurrencyCode string `json:"currency_code,omitempty"`
	// Model asset_size date
	Date string `json:"date"`
	Id   string `json:"id,omitempty"`
	// Model asset_size is reconciled
	IsReconciled bool `json:"is_reconciled,omitempty"`
	// Model asset_size Model id
	ModelId     string `json:"model_id"`
	SecondaryId string `json:"secondary_id,omitempty"`
	UpdateDate  string `json:"update_date,omitempty"`
}

Model Asset_Size Object

type ModelComment ¶ 

type ModelComment struct {
	// Model Comment comment
	Comment    string `json:"comment"`
	CreateDate string `json:"create_date,omitempty"`
	// Model Comment date
	Date     string            `json:"date"`
	Id       string            `json:"id,omitempty"`
	Metadata map[string]string `json:"metadata,omitempty"`
	// Model Comment Model Id
	ModelId     string `json:"model_id"`
	SecondaryId string `json:"secondary_id,omitempty"`
	UpdateDate  string `json:"update_date,omitempty"`
}

type ModelHolding ¶ 

type ModelHolding struct {
	CreateDate string `json:"create_date,omitempty"`
	// Model Holding current weight
	CurrentWeight float64 `json:"current_weight"`
	// Model Holding date
	Date string `json:"date"`
	// driftFactor
	DriftFactor float32 `json:"drift_factor,omitempty"`
	Id          string  `json:"id,omitempty"`
	// isCash
	IsCash bool `json:"is_cash,omitempty"`
	// isInitialHolding
	IsInitialHolding bool `json:"is_initial_holding,omitempty"`
	// isSafeSecurity
	IsSafeSecurity   bool              `json:"is_safe_security,omitempty"`
	Metadata         map[string]string `json:"metadata,omitempty"`
	ModelDescription string            `json:"model_description,omitempty"`
	// modelId
	ModelId     string  `json:"model_id"`
	ModelName   string  `json:"model_name,omitempty"`
	ModelWeight float64 `json:"model_weight,omitempty"`
	SecPrice    float64 `json:"sec_price,omitempty"`
	SecondaryId string  `json:"secondary_id,omitempty"`
	// securityId
	SecurityId string `json:"security_id"`
	// Model Holding strategicWeight
	StrategicWeight float64 `json:"strategic_weight"`
	UpdateDate      string  `json:"update_date,omitempty"`
}

type ModelHoldingVo ¶ 

type ModelHoldingVo struct {
	CurrentWeight   float64 `json:"current_weight,omitempty"`
	Date            string  `json:"date,omitempty"`
	SecurityId      string  `json:"security_id,omitempty"`
	StrategicWeight float64 `json:"strategic_weight,omitempty"`
}

type ModelTransaction ¶ 

type ModelTransaction struct {
	CreateDate string `json:"create_date,omitempty"`
	// Date
	Date string `json:"date"`
	Id   string `json:"id,omitempty"`
	// modelId
	ModelId string `json:"model_id"`
	// price
	Price       float64 `json:"price"`
	SecondaryId string  `json:"secondary_id,omitempty"`
	// securityId
	SecurityId string `json:"security_id"`
	// shares
	Shares float64 `json:"shares"`
	// transactionCodeId
	TransactionCodeId string `json:"transaction_code_id"`
	UpdateDate        string `json:"update_date,omitempty"`
}

type MxMerchantRes ¶ 

type MxMerchantRes struct {
	CreateDate string `json:"create_date,omitempty"`
	Guid       string `json:"guid,omitempty"`
	Id         string `json:"id,omitempty"`
	LogoUrl    string `json:"logo_url,omitempty"`
	Name       string `json:"name,omitempty"`
	UpdateDate string `json:"update_date,omitempty"`
	WebsiteUrl string `json:"website_url,omitempty"`
}

type Node ¶ 

type Node struct {
	CreateDate string `json:"create_date,omitempty"`
	Id         string `json:"id,omitempty"`
	// isFirst
	IsFirst  bool              `json:"is_first,omitempty"`
	Metadata map[string]string `json:"metadata,omitempty"`
	// name
	Name string `json:"name"`
	// questionId
	QuestionId  string `json:"question_id"`
	SecondaryId string `json:"secondary_id,omitempty"`
	UpdateDate  string `json:"update_date,omitempty"`
}

Node Object

type NodeRelationship ¶ 

type NodeRelationship struct {
	// answer_id
	AnswerId   string `json:"answer_id"`
	CreateDate string `json:"create_date,omitempty"`
	// decision_tree_id
	DecisionTreeId string `json:"decision_tree_id"`
	Id             string `json:"id,omitempty"`
	// is_leaf
	IsLeaf   bool              `json:"is_leaf,omitempty"`
	Metadata map[string]string `json:"metadata,omitempty"`
	// nodeChildId
	NodeChildId string `json:"node_child_id,omitempty"`
	// nodeParentId
	NodeParentId string `json:"node_parent_id"`
	SecondaryId  string `json:"secondary_id,omitempty"`
	UpdateDate   string `json:"update_date,omitempty"`
	// value
	Value string `json:"value"`
}

NodeRelationship Object

type Notification ¶ 

type Notification struct {
	// application_id
	ApplicationId string `json:"application_id,omitempty"`
	CreateDate    string `json:"create_date,omitempty"`
	// description
	Description string `json:"description,omitempty"`
	// feature_id
	FeatureId string `json:"feature_id,omitempty"`
	// frequency_unit
	FrequencyUnit []string `json:"frequency_unit,omitempty"`
	Id            string   `json:"id,omitempty"`
	// is_active
	IsActive bool `json:"is_active,omitempty"`
	// metadata
	Metadata map[string]string `json:"metadata,omitempty"`
	// name
	Name string `json:"name"`
	// notificationType
	NotificationType string `json:"notification_type"`
	SecondaryId      string `json:"secondary_id,omitempty"`
	// threshold_type
	ThresholdType string `json:"threshold_type,omitempty"`
	UpdateDate    string `json:"update_date,omitempty"`
}

Notification Object

type NotificationClient ¶ 

type NotificationClient struct {
	// client_id
	ClientId   string `json:"client_id"`
	CreateDate string `json:"create_date,omitempty"`
	Id         string `json:"id,omitempty"`
	IsRead     bool   `json:"is_read,omitempty"`
	IsSent     bool   `json:"is_sent,omitempty"`
	// metadata
	Metadata map[string]string `json:"metadata,omitempty"`
	// notification_content
	NotificationContent string `json:"notification_content"`
	// notification_date
	NotificationDate string `json:"notification_date"`
	// notification_id
	NotificationId string `json:"notification_id"`
	// notification_image
	NotificationImage string `json:"notification_image,omitempty"`
	SecondaryId       string `json:"secondary_id,omitempty"`
	UpdateDate        string `json:"update_date,omitempty"`
}

Notification Client Object

type NotificationSetting ¶ 

type NotificationSetting struct {
	// client_id
	ClientId   string `json:"client_id"`
	CreateDate string `json:"create_date,omitempty"`
	// frequency
	Frequency int32 `json:"frequency,omitempty"`
	// frequency_unit
	FrequencyUnit string `json:"frequency_unit,omitempty"`
	Id            string `json:"id,omitempty"`
	// is_receive
	IsReceive bool `json:"is_receive,omitempty"`
	// last_run_date
	LastRunDate string `json:"last_run_date,omitempty"`
	// metadata
	Metadata map[string]string `json:"metadata,omitempty"`
	// notification_id
	NotificationId string  `json:"notification_id"`
	SecondaryId    string  `json:"secondary_id,omitempty"`
	ThresholdValue float64 `json:"threshold_value,omitempty"`
	UpdateDate     string  `json:"update_date,omitempty"`
}

Notification Setting Object

type Order ¶ 

type Order struct {
	// accountId
	AccountId string `json:"account_id,omitempty"`
	// amount
	Amount float64 `json:"amount,omitempty"`
	// commission
	Commission float64 `json:"commission,omitempty"`
	CreateDate string  `json:"create_date,omitempty"`
	// date
	Date string `json:"date"`
	Id   string `json:"id,omitempty"`
	// isRead
	IsRead bool `json:"is_read,omitempty"`
	// metadata
	Metadata map[string]string `json:"metadata,omitempty"`
	// modelId
	ModelId string `json:"model_id,omitempty"`
	// orderBulkId
	OrderBulkId string `json:"order_bulk_id,omitempty"`
	// orderTicketId
	OrderTicketId string `json:"order_ticket_id"`
	// orderType
	OrderType string `json:"order_type,omitempty"`
	// portfolioId
	PortfolioId string `json:"portfolio_id,omitempty"`
	// price
	Price float64 `json:"price,omitempty"`
	// quantity
	Quantity    float64 `json:"quantity,omitempty"`
	SecondaryId string  `json:"secondary_id,omitempty"`
	// securityId
	SecurityId   string `json:"security_id"`
	TmpTrackerId string `json:"tmp_tracker_id,omitempty"`
	// transactionCodeId
	TransactionCodeId string `json:"transaction_code_id"`
	UpdateDate        string `json:"update_date,omitempty"`
}

Order Object

type OrderApiGetOrderAllUsingGetOpts ¶ 

type OrderApiGetOrderAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type OrderApiGetOrderBulkAllUsingGetOpts ¶ 

type OrderApiGetOrderBulkAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type OrderApiGetOrderStatusAllUsingGetOpts ¶ 

type OrderApiGetOrderStatusAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type OrderApiGetOrderTrackAllUsingGetOpts ¶ 

type OrderApiGetOrderTrackAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type OrderApiService ¶ 

type OrderApiService service

func (*OrderApiService) CreateAccountOrderBulkUsingPost ¶ 

func (a *OrderApiService) CreateAccountOrderBulkUsingPost(ctx context.Context, accountId string, req TokenDateRequest) ([]Order, *http.Response, error)

OrderApiService Bulk orders for an account Aggregates all orders on a given date for an account.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param accountId account_id
  • @param req req

@return []Order

func (*OrderApiService) CreateAccountOrderBuyOnlyUsingPost ¶ 

func (a *OrderApiService) CreateAccountOrderBuyOnlyUsingPost(ctx context.Context, accountId string, req AccountPortfolioRebalanceRequest) ([]OrderVoClone, *http.Response, error)

OrderApiService Create buy-only account rebalance orders Create order records necessary to rebalance an account and all its portfolios according to the allocation(s) to which the account subscribes and models to which the portfolios subscribe.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param accountId account_id
  • @param req req

@return []OrderVoClone

func (*OrderApiService) CreateAccountOrderRebalanceUsingPost ¶ 

func (a *OrderApiService) CreateAccountOrderRebalanceUsingPost(ctx context.Context, accountId string, req AccountPortfolioRebalanceRequest) ([]OrderVoClone, *http.Response, error)

OrderApiService Create account rebalance orders Create order records necessary to rebalance an account and all its portfolios according to the allocation(s) to which the account subscribes and models to which the portfolios subscribe.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param accountId account_id
  • @param req req

@return []OrderVoClone

func (*OrderApiService) CreateAccountOrderReconciliation ¶ 

func (a *OrderApiService) CreateAccountOrderReconciliation(ctx context.Context, accountId string, req OrderReconcileRequest) (OrderReconcileReturnObject, *http.Response, error)

OrderApiService Create account reconciliation order

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param accountId account_id
  • @param req req

@return OrderReconcileReturnObject

func (*OrderApiService) CreateAccountOrderSellAllUsingPost ¶ 

func (a *OrderApiService) CreateAccountOrderSellAllUsingPost(ctx context.Context, accountId string, req AccountPortfolioRebalanceRequest) ([]OrderVoClone, *http.Response, error)

OrderApiService Sell all account order Create order records necessary to entirely sell all the holdings within an account.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param accountId account_id
  • @param req req

@return []OrderVoClone

func (*OrderApiService) CreateAccountOrderSellOnlyUsingPost ¶ 

func (a *OrderApiService) CreateAccountOrderSellOnlyUsingPost(ctx context.Context, accountId string, req AccountPortfolioRebalanceRequest) ([]OrderVoClone, *http.Response, error)

OrderApiService Create sell-only account rebalance orders Create order records necessary to rebalance an account and all its portfolios according to the allocation(s) to which the account subscribes and models to which the portfolios subscribe.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param accountId account_id
  • @param req req

@return []OrderVoClone

func (*OrderApiService) CreateClientOrderBulkUsingPost ¶ 

func (a *OrderApiService) CreateClientOrderBulkUsingPost(ctx context.Context, clientId string, req TokenDateRequest) ([]Order, *http.Response, error)

OrderApiService Bulk orders for a client Aggregates all orders on a given date for a client

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param clientId client_id
  • @param req req

@return []Order

func (*OrderApiService) CreateOrderBulkUsingPost ¶ 

func (a *OrderApiService) CreateOrderBulkUsingPost(ctx context.Context, req TokenDateRequest) ([]Order, *http.Response, error)

OrderApiService Bulk orders for your firm Aggregates all orders on a given date for your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param req req

@return []Order

func (*OrderApiService) CreateOrderStatusUsingPost ¶ 

func (a *OrderApiService) CreateOrderStatusUsingPost(ctx context.Context, orderStatusRequest OrderStatus) (OrderStatus, *http.Response, error)

OrderApiService Create an order status Create an order status for your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param orderStatusRequest orderStatusRequest

@return OrderStatus

func (*OrderApiService) CreateOrderTrackUsingPost ¶ 

func (a *OrderApiService) CreateOrderTrackUsingPost(ctx context.Context, orderTrackRequest OrderTrack) (OrderTrack, *http.Response, error)

OrderApiService Create an order tracking record Create a new order tracking record for an order.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param orderTrackRequest orderTrackRequest

@return OrderTrack

func (*OrderApiService) CreateOrderUsingPost ¶ 

func (a *OrderApiService) CreateOrderUsingPost(ctx context.Context, orderInfoRequest Order) (Order, *http.Response, error)

OrderApiService Create an order record Create an order record defined for your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param orderInfoRequest orderInfoRequest

@return Order

func (*OrderApiService) CreatePortfolioOrderBuyOnlyUsingPost ¶ 

func (a *OrderApiService) CreatePortfolioOrderBuyOnlyUsingPost(ctx context.Context, portfolioId string, req AccountPortfolioRebalanceRequest) ([]OrderVoClone, *http.Response, error)

OrderApiService Create buy-only portfolio rebalance orders Create order records necessary to rebalance a portfolio to the model to which it subscribes. However, these will only be buy transactions, and no securities will be sold.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param portfolioId portfolio_id
  • @param req req

@return []OrderVoClone

func (*OrderApiService) CreatePortfolioOrderRebalanceUsingPost ¶ 

func (a *OrderApiService) CreatePortfolioOrderRebalanceUsingPost(ctx context.Context, portfolioId string, req AccountPortfolioRebalanceRequest) ([]OrderVoClone, *http.Response, error)

OrderApiService Create portfolio rebalance orders Create order records necessary to rebalance a portfolio to the model to which it subscribes.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param portfolioId portfolio_id
  • @param req req

@return []OrderVoClone

func (*OrderApiService) CreatePortfolioOrderReconciliation ¶ 

func (a *OrderApiService) CreatePortfolioOrderReconciliation(ctx context.Context, portfolioId string, req OrderReconcileRequest) (OrderReconcileReturnObject, *http.Response, error)

OrderApiService Create portfolio reconciliation order

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param portfolioId portfolio_id
  • @param req req

@return OrderReconcileReturnObject

func (*OrderApiService) CreatePortfolioOrderSellAllUsingPost ¶ 

func (a *OrderApiService) CreatePortfolioOrderSellAllUsingPost(ctx context.Context, portfolioId string, req AccountPortfolioRebalanceRequest) ([]OrderVoClone, *http.Response, error)

OrderApiService Sell all portfolio order Create order records necessary to entirely sell all the holdings within a portfolio.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param portfolioId portfolio_id
  • @param req req

@return []OrderVoClone

func (*OrderApiService) CreatePortfolioOrderSellOnlyUsingPost ¶ 

func (a *OrderApiService) CreatePortfolioOrderSellOnlyUsingPost(ctx context.Context, portfolioId string, req AccountPortfolioRebalanceRequest) ([]OrderVoClone, *http.Response, error)

OrderApiService Create sell-only portfolio rebalance orders Create order records necessary to rebalance a portfolio to the model to which it subscribes.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param portfolioId portfolio_id
  • @param req req

@return []OrderVoClone

func (*OrderApiService) DeleteOrderStatusUsingDelete ¶ 

func (a *OrderApiService) DeleteOrderStatusUsingDelete(ctx context.Context, orderStatusId string) (*http.Response, error)

OrderApiService Delete an order status Permanently delete an order status defined for your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param orderStatusId UUID order_status_id

func (*OrderApiService) DeleteOrderTrackUsingDelete ¶ 

func (a *OrderApiService) DeleteOrderTrackUsingDelete(ctx context.Context, orderTrackId string) (*http.Response, error)

OrderApiService Delete an order tracking record Permanently delete an order tracking record for an order.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param orderTrackId UUID order_track_id

func (*OrderApiService) DeleteOrderUsingDelete ¶ 

func (a *OrderApiService) DeleteOrderUsingDelete(ctx context.Context, orderId string) (*http.Response, error)

OrderApiService Delete an order record Permanently delete an order record.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param orderId UUID order_id

func (*OrderApiService) GetOrderAllUsingGet ¶ 

func (a *OrderApiService) GetOrderAllUsingGet(ctx context.Context, localVarOptionals *OrderApiGetOrderAllUsingGetOpts) (PageOrder, *http.Response, error)

func (*OrderApiService) GetOrderBulkAllUsingGet ¶ 

func (a *OrderApiService) GetOrderBulkAllUsingGet(ctx context.Context, localVarOptionals *OrderApiGetOrderBulkAllUsingGetOpts) (PageOrderBulk, *http.Response, error)

func (*OrderApiService) GetOrderStatusAllUsingGet ¶ 

func (a *OrderApiService) GetOrderStatusAllUsingGet(ctx context.Context, localVarOptionals *OrderApiGetOrderStatusAllUsingGetOpts) (PageOrderStatus, *http.Response, error)

func (*OrderApiService) GetOrderStatusUsingGet ¶ 

func (a *OrderApiService) GetOrderStatusUsingGet(ctx context.Context, orderStatusId string) (OrderStatus, *http.Response, error)

OrderApiService Retrieve an order status Retrieve the information for an order status defined for your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param orderStatusId UUID order_status_id

@return OrderStatus

func (*OrderApiService) GetOrderTrackAllUsingGet ¶ 

func (a *OrderApiService) GetOrderTrackAllUsingGet(ctx context.Context, localVarOptionals *OrderApiGetOrderTrackAllUsingGetOpts) (PageOrderTrack, *http.Response, error)

func (*OrderApiService) GetOrderTrackUsingGet ¶ 

func (a *OrderApiService) GetOrderTrackUsingGet(ctx context.Context, orderTrackId string) (OrderTrack, *http.Response, error)

OrderApiService Retrieve an order tracking record Retrieve the information for an order tracking record for an order.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param orderTrackId UUID order_track_id

@return OrderTrack

func (*OrderApiService) GetOrderUsingGet ¶ 

func (a *OrderApiService) GetOrderUsingGet(ctx context.Context, orderId string) (Order, *http.Response, error)

OrderApiService Retrieve an order record Retrieve the information for an order record.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param orderId UUID order_id

@return Order

func (*OrderApiService) UpdateOrderStatusUsingPut ¶ 

func (a *OrderApiService) UpdateOrderStatusUsingPut(ctx context.Context, orderStatus interface{}, orderStatusId string) (OrderStatus, *http.Response, error)

OrderApiService Update an order status Update the information for an order status defined for your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param orderStatus order_status
  • @param orderStatusId UUID order_status_id

@return OrderStatus

func (*OrderApiService) UpdateOrderTrackUsingPut ¶ 

func (a *OrderApiService) UpdateOrderTrackUsingPut(ctx context.Context, orderTrack interface{}, orderTrackId string) (OrderTrack, *http.Response, error)

OrderApiService Update an order tracking record Update the information for an order tracking record for an order.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param orderTrack order_track
  • @param orderTrackId UUID order_track_id

@return OrderTrack

func (*OrderApiService) UpdateOrderUsingPut ¶ 

func (a *OrderApiService) UpdateOrderUsingPut(ctx context.Context, order interface{}, orderId string) (Order, *http.Response, error)

OrderApiService Update an order record Update the information for an order record.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param order order
  • @param orderId UUID order_id

@return Order

type OrderBulk ¶ 

type OrderBulk struct {
	// accountId
	AccountId  string `json:"account_id"`
	CreateDate string `json:"create_date,omitempty"`
	// date
	Date     string            `json:"date"`
	Id       string            `json:"id,omitempty"`
	Metadata map[string]string `json:"metadata,omitempty"`
	// modelId
	ModelId string `json:"model_id"`
	// orderBulkId
	OrderBulkId string `json:"order_bulk_id"`
	// orderId
	OrderId string `json:"order_id"`
	// portfolioId
	PortfolioId string `json:"portfolio_id"`
	SecondaryId string `json:"secondary_id,omitempty"`
	UpdateDate  string `json:"update_date,omitempty"`
}

type OrderReconcileRequest ¶ 

type OrderReconcileRequest struct {
	AccountId     string   `json:"account_id,omitempty"`
	NonFractional bool     `json:"non_fractional,omitempty"`
	OrderTrackIds []string `json:"order_track_ids,omitempty"`
	PortfolioId   string   `json:"portfolio_id,omitempty"`
	TenantId      string   `json:"tenant_id,omitempty"`
}

OrderReconcileRequest Object

type OrderReconcileReturnObject ¶ 

type OrderReconcileReturnObject struct {
	AccountId              []string `json:"account_id,omitempty"`
	PortfolioAssetSizeId   []string `json:"portfolio_asset_size_id,omitempty"`
	PortfolioHoldingId     []string `json:"portfolio_holding_id,omitempty"`
	PortfolioId            []string `json:"portfolio_id,omitempty"`
	PortfolioTransactionId []string `json:"portfolio_transaction_id,omitempty"`
}

type OrderStatus ¶ 

type OrderStatus struct {
	CreateDate string `json:"create_date,omitempty"`
	// description
	Description string            `json:"description"`
	Id          string            `json:"id,omitempty"`
	Metadata    map[string]string `json:"metadata,omitempty"`
	SecondaryId string            `json:"secondary_id,omitempty"`
	// status
	Status     string `json:"status"`
	UpdateDate string `json:"update_date,omitempty"`
}

OrderStatus Object

type OrderTrack ¶ 

type OrderTrack struct {
	// commission
	Commission float64 `json:"commission,omitempty"`
	CreateDate string  `json:"create_date,omitempty"`
	// date
	Date string `json:"date"`
	// externalTrackId
	ExternalTrackId string `json:"external_track_id,omitempty"`
	// fee
	Fee float64 `json:"fee,omitempty"`
	Id  string  `json:"id,omitempty"`
	// metadata
	Metadata map[string]string `json:"metadata,omitempty"`
	// orderId
	OrderId string `json:"order_id"`
	// orderStatusId
	OrderStatusId string `json:"order_status_id"`
	// price
	Price float64 `json:"price,omitempty"`
	// quantity
	Quantity    float64 `json:"quantity,omitempty"`
	SecondaryId string  `json:"secondary_id,omitempty"`
	UpdateDate  string  `json:"update_date,omitempty"`
}

OrderTrack Object

type OrderVoClone ¶ 

type OrderVoClone struct {
	// accountId
	AccountId string `json:"account_id,omitempty"`
	// date
	Date string `json:"date,omitempty"`
	// isRead
	IsRead bool `json:"is_read,omitempty"`
	// metadata
	Metadata map[string]string `json:"metadata,omitempty"`
	// modelId
	ModelId string `json:"model_id,omitempty"`
	// orderBulkId
	OrderBulkId string `json:"order_bulk_id,omitempty"`
	// orderTicketId
	OrderTicketId string `json:"order_ticket_id,omitempty"`
	// orderType
	OrderType string `json:"order_type,omitempty"`
	// portfolioId
	PortfolioId string  `json:"portfolio_id,omitempty"`
	Price       float64 `json:"price,omitempty"`
	// quantity
	Quantity float64 `json:"quantity,omitempty"`
	// securityId
	SecurityId string `json:"security_id,omitempty"`
	// transactionCodeId
	TransactionCodeId string `json:"transaction_code_id,omitempty"`
}

OrderVoClone Object

type Overflow ¶ 

type Overflow struct {
	// accountId
	AccountId string `json:"account_id"`
	// clientId
	ClientId        string              `json:"client_id"`
	CreateDate      string              `json:"create_date,omitempty"`
	FundingRequests []FundingRequestMap `json:"funding_requests,omitempty"`
	Id              string              `json:"id,omitempty"`
	// overflowSettingId
	OverflowSettingId string `json:"overflow_setting_id"`
	// totalOverflowAmount
	TotalOverflowAmount float64 `json:"total_overflow_amount"`
	// updateBalances
	UpdateBalances bool   `json:"update_balances,omitempty"`
	UpdateDate     string `json:"update_date,omitempty"`
}

Overflow Object

type OverflowApiGetOverflowAllUsingGetOpts ¶ 

type OverflowApiGetOverflowAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type OverflowApiGetOverflowSettingsAllUsingGetOpts ¶ 

type OverflowApiGetOverflowSettingsAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type OverflowApiService ¶ 

type OverflowApiService service

func (*OverflowApiService) CreateOverflowSettingsUsingPost ¶ 

func (a *OverflowApiService) CreateOverflowSettingsUsingPost(ctx context.Context, overflowSettings OverflowSettings) (OverflowSettings, *http.Response, error)

OverflowApiService Create a Overflow Settings request Create a new Overflow Settings request.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param overflowSettings overflowSettings

@return OverflowSettings

func (*OverflowApiService) CreateOverflowUsingPost ¶ 

func (a *OverflowApiService) CreateOverflowUsingPost(ctx context.Context, overflowVO OverflowVo) (Overflow, *http.Response, error)

OverflowApiService Create a Overflow request Create a new Overflow request.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param overflowVO overflowVO

@return Overflow

func (*OverflowApiService) DeleteOverflowSettingsUsingDelete ¶ 

func (a *OverflowApiService) DeleteOverflowSettingsUsingDelete(ctx context.Context, overflowSettingsId string) (*http.Response, error)

OverflowApiService Delete a overflow settings Permanently delete a overflow settings registered with your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param overflowSettingsId UUID overflow_settings_id

func (*OverflowApiService) GetOverflowAllUsingGet ¶ 

func (a *OverflowApiService) GetOverflowAllUsingGet(ctx context.Context, localVarOptionals *OverflowApiGetOverflowAllUsingGetOpts) (PageOverflow, *http.Response, error)

func (*OverflowApiService) GetOverflowSettingsAllUsingGet ¶ 

func (a *OverflowApiService) GetOverflowSettingsAllUsingGet(ctx context.Context, localVarOptionals *OverflowApiGetOverflowSettingsAllUsingGetOpts) (PageOverflowSettings, *http.Response, error)

func (*OverflowApiService) GetOverflowSettingsUsingGet ¶ 

func (a *OverflowApiService) GetOverflowSettingsUsingGet(ctx context.Context, overflowSettingsId string) (OverflowSettings, *http.Response, error)

OverflowApiService Retrieve a Overflow Setting Retrieve the information for a Overflow Settings.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param overflowSettingsId UUID overflow_settings_id

@return OverflowSettings

func (*OverflowApiService) GetOverflowUsingGet ¶ 

func (a *OverflowApiService) GetOverflowUsingGet(ctx context.Context, overflowId string) (Overflow, *http.Response, error)

OverflowApiService Retrieve a Overflow object Retrieve the information for a Overflow.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param overflowId UUID overflow_id

@return Overflow

func (*OverflowApiService) UpdateOverflowSettingsUsingPut ¶ 

func (a *OverflowApiService) UpdateOverflowSettingsUsingPut(ctx context.Context, overflowSettings interface{}, overflowSettingsId string) (OverflowSettings, *http.Response, error)

OverflowApiService Update a overflow settings Update the information for a overflow setting registered with your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param overflowSettings overflow_settings
  • @param overflowSettingsId UUID overflow_settings_id

@return OverflowSettings

type OverflowBankLinkMap ¶ 

type OverflowBankLinkMap struct {
	// amount
	Amount float64 `json:"amount"`
	// bankLinkId
	BankLinkId string `json:"bank_link_id"`
	// max
	Max float64 `json:"max,omitempty"`
}

type OverflowSettings ¶ 

type OverflowSettings struct {
	// account_id
	AccountId string                `json:"account_id"`
	BankLinks []OverflowBankLinkMap `json:"bank_links"`
	// clientId
	ClientId   string `json:"client_id"`
	CreateDate string `json:"create_date,omitempty"`
	Id         string `json:"id,omitempty"`
	// is_active
	IsActive bool `json:"is_active,omitempty"`
	// metadata
	Metadata map[string]string `json:"metadata,omitempty"`
	// portfolio_id
	PortfolioId string `json:"portfolio_id,omitempty"`
	SecondaryId string `json:"secondary_id,omitempty"`
	UpdateDate  string `json:"update_date,omitempty"`
}

Overflow Settings Object

type OverflowVo ¶ 

type OverflowVo struct {
	// fundingStartDate
	FundingStartDate string `json:"funding_start_date,omitempty"`
	// overflowSettingId
	OverflowSettingId string `json:"overflow_setting_id,omitempty"`
	// updateBalances
	UpdateBalances bool `json:"update_balances,omitempty"`
}

Overflow Object

type Ownership ¶ 

type Ownership struct {
	// client_id
	ClientId string `json:"client_id"`
	// is_beneficial
	IsBeneficial bool `json:"is_beneficial,omitempty"`
	// is_primary
	IsPrimary bool `json:"is_primary,omitempty"`
	// percent_ownership
	PercentOwnership float64 `json:"percent_ownership,omitempty"`
	// role
	Role string `json:"role"`
}

Ownership Object

type PageAccount ¶ 

type PageAccount struct {
	Content          []Account `json:"content,omitempty"`
	First            bool      `json:"first,omitempty"`
	Last             bool      `json:"last,omitempty"`
	Number           int32     `json:"number,omitempty"`
	NumberOfElements int32     `json:"number_of_elements,omitempty"`
	Size             int32     `json:"size,omitempty"`
	Sort             []Sort    `json:"sort,omitempty"`
	TotalElements    int64     `json:"total_elements,omitempty"`
	TotalPages       int32     `json:"total_pages,omitempty"`
}

Page Object

type PageAccountAllocationMapping ¶ 

type PageAccountAllocationMapping struct {
	Content          []AccountAllocationMapping `json:"content,omitempty"`
	First            bool                       `json:"first,omitempty"`
	Last             bool                       `json:"last,omitempty"`
	Number           int32                      `json:"number,omitempty"`
	NumberOfElements int32                      `json:"number_of_elements,omitempty"`
	Size             int32                      `json:"size,omitempty"`
	Sort             []Sort                     `json:"sort,omitempty"`
	TotalElements    int64                      `json:"total_elements,omitempty"`
	TotalPages       int32                      `json:"total_pages,omitempty"`
}

Page Object

type PageAccountPermissionVo ¶ 

type PageAccountPermissionVo struct {
	Content          []AccountPermissionVo `json:"content,omitempty"`
	First            bool                  `json:"first,omitempty"`
	Last             bool                  `json:"last,omitempty"`
	Number           int32                 `json:"number,omitempty"`
	NumberOfElements int32                 `json:"number_of_elements,omitempty"`
	Size             int32                 `json:"size,omitempty"`
	Sort             []Sort                `json:"sort,omitempty"`
	TotalElements    int64                 `json:"total_elements,omitempty"`
	TotalPages       int32                 `json:"total_pages,omitempty"`
}

Page Object

type PageAccountStatus ¶ 

type PageAccountStatus struct {
	Content          []AccountStatus `json:"content,omitempty"`
	First            bool            `json:"first,omitempty"`
	Last             bool            `json:"last,omitempty"`
	Number           int32           `json:"number,omitempty"`
	NumberOfElements int32           `json:"number_of_elements,omitempty"`
	Size             int32           `json:"size,omitempty"`
	Sort             []Sort          `json:"sort,omitempty"`
	TotalElements    int64           `json:"total_elements,omitempty"`
	TotalPages       int32           `json:"total_pages,omitempty"`
}

Page Object

type PageAccountType ¶ 

type PageAccountType struct {
	Content          []AccountType `json:"content,omitempty"`
	First            bool          `json:"first,omitempty"`
	Last             bool          `json:"last,omitempty"`
	Number           int32         `json:"number,omitempty"`
	NumberOfElements int32         `json:"number_of_elements,omitempty"`
	Size             int32         `json:"size,omitempty"`
	Sort             []Sort        `json:"sort,omitempty"`
	TotalElements    int64         `json:"total_elements,omitempty"`
	TotalPages       int32         `json:"total_pages,omitempty"`
}

Page Object

type PageAggregationAccount ¶ 

type PageAggregationAccount struct {
	Content          []AggregationAccount `json:"content,omitempty"`
	First            bool                 `json:"first,omitempty"`
	Last             bool                 `json:"last,omitempty"`
	Number           int32                `json:"number,omitempty"`
	NumberOfElements int32                `json:"number_of_elements,omitempty"`
	Size             int32                `json:"size,omitempty"`
	Sort             []Sort               `json:"sort,omitempty"`
	TotalElements    int64                `json:"total_elements,omitempty"`
	TotalPages       int32                `json:"total_pages,omitempty"`
}

Page Object

type PageAggregationAccountBalance ¶ 

type PageAggregationAccountBalance struct {
	Content          []AggregationAccountBalance `json:"content,omitempty"`
	First            bool                        `json:"first,omitempty"`
	Last             bool                        `json:"last,omitempty"`
	Number           int32                       `json:"number,omitempty"`
	NumberOfElements int32                       `json:"number_of_elements,omitempty"`
	Size             int32                       `json:"size,omitempty"`
	Sort             []Sort                      `json:"sort,omitempty"`
	TotalElements    int64                       `json:"total_elements,omitempty"`
	TotalPages       int32                       `json:"total_pages,omitempty"`
}

Page Object

type PageAggregationAccountHolding ¶ 

type PageAggregationAccountHolding struct {
	Content          []AggregationAccountHolding `json:"content,omitempty"`
	First            bool                        `json:"first,omitempty"`
	Last             bool                        `json:"last,omitempty"`
	Number           int32                       `json:"number,omitempty"`
	NumberOfElements int32                       `json:"number_of_elements,omitempty"`
	Size             int32                       `json:"size,omitempty"`
	Sort             []Sort                      `json:"sort,omitempty"`
	TotalElements    int64                       `json:"total_elements,omitempty"`
	TotalPages       int32                       `json:"total_pages,omitempty"`
}

Page Object

type PageAggregationAccountTransaction ¶ 

type PageAggregationAccountTransaction struct {
	Content          []AggregationAccountTransaction `json:"content,omitempty"`
	First            bool                            `json:"first,omitempty"`
	Last             bool                            `json:"last,omitempty"`
	Number           int32                           `json:"number,omitempty"`
	NumberOfElements int32                           `json:"number_of_elements,omitempty"`
	Size             int32                           `json:"size,omitempty"`
	Sort             []Sort                          `json:"sort,omitempty"`
	TotalElements    int64                           `json:"total_elements,omitempty"`
	TotalPages       int32                           `json:"total_pages,omitempty"`
}

Page Object

type PageAllocation ¶ 

type PageAllocation struct {
	Content          []Allocation `json:"content,omitempty"`
	First            bool         `json:"first,omitempty"`
	Last             bool         `json:"last,omitempty"`
	Number           int32        `json:"number,omitempty"`
	NumberOfElements int32        `json:"number_of_elements,omitempty"`
	Size             int32        `json:"size,omitempty"`
	Sort             []Sort       `json:"sort,omitempty"`
	TotalElements    int64        `json:"total_elements,omitempty"`
	TotalPages       int32        `json:"total_pages,omitempty"`
}

Page Object

type PageAllocationComposition ¶ 

type PageAllocationComposition struct {
	Content          []AllocationComposition `json:"content,omitempty"`
	First            bool                    `json:"first,omitempty"`
	Last             bool                    `json:"last,omitempty"`
	Number           int32                   `json:"number,omitempty"`
	NumberOfElements int32                   `json:"number_of_elements,omitempty"`
	Size             int32                   `json:"size,omitempty"`
	Sort             []Sort                  `json:"sort,omitempty"`
	TotalElements    int64                   `json:"total_elements,omitempty"`
	TotalPages       int32                   `json:"total_pages,omitempty"`
}

Page Object

type PageAnswer ¶ 

type PageAnswer struct {
	Content          []Answer `json:"content,omitempty"`
	First            bool     `json:"first,omitempty"`
	Last             bool     `json:"last,omitempty"`
	Number           int32    `json:"number,omitempty"`
	NumberOfElements int32    `json:"number_of_elements,omitempty"`
	Size             int32    `json:"size,omitempty"`
	Sort             []Sort   `json:"sort,omitempty"`
	TotalElements    int64    `json:"total_elements,omitempty"`
	TotalPages       int32    `json:"total_pages,omitempty"`
}

Page Object

type PageApplication ¶ 

type PageApplication struct {
	Content          []Application `json:"content,omitempty"`
	First            bool          `json:"first,omitempty"`
	Last             bool          `json:"last,omitempty"`
	Number           int32         `json:"number,omitempty"`
	NumberOfElements int32         `json:"number_of_elements,omitempty"`
	Size             int32         `json:"size,omitempty"`
	Sort             []Sort        `json:"sort,omitempty"`
	TotalElements    int64         `json:"total_elements,omitempty"`
	TotalPages       int32         `json:"total_pages,omitempty"`
}

Page Object

type PageAuditLog ¶ 

type PageAuditLog struct {
	Content          []AuditLog `json:"content,omitempty"`
	First            bool       `json:"first,omitempty"`
	Last             bool       `json:"last,omitempty"`
	Number           int32      `json:"number,omitempty"`
	NumberOfElements int32      `json:"number_of_elements,omitempty"`
	Size             int32      `json:"size,omitempty"`
	Sort             []Sort     `json:"sort,omitempty"`
	TotalElements    int64      `json:"total_elements,omitempty"`
	TotalPages       int32      `json:"total_pages,omitempty"`
}

Page Object 

type PageBankLink struct {
	Content          []BankLink `json:"content,omitempty"`
	First            bool       `json:"first,omitempty"`
	Last             bool       `json:"last,omitempty"`
	Number           int32      `json:"number,omitempty"`
	NumberOfElements int32      `json:"number_of_elements,omitempty"`
	Size             int32      `json:"size,omitempty"`
	Sort             []Sort     `json:"sort,omitempty"`
	TotalElements    int64      `json:"total_elements,omitempty"`
	TotalPages       int32      `json:"total_pages,omitempty"`
}

Page Object

type PageBenchmark ¶ 

type PageBenchmark struct {
	Content          []Benchmark `json:"content,omitempty"`
	First            bool        `json:"first,omitempty"`
	Last             bool        `json:"last,omitempty"`
	Number           int32       `json:"number,omitempty"`
	NumberOfElements int32       `json:"number_of_elements,omitempty"`
	Size             int32       `json:"size,omitempty"`
	Sort             []Sort      `json:"sort,omitempty"`
	TotalElements    int64       `json:"total_elements,omitempty"`
	TotalPages       int32       `json:"total_pages,omitempty"`
}

Page Object

type PageBudget ¶ 

type PageBudget struct {
	Content          []Budget `json:"content,omitempty"`
	First            bool     `json:"first,omitempty"`
	Last             bool     `json:"last,omitempty"`
	Number           int32    `json:"number,omitempty"`
	NumberOfElements int32    `json:"number_of_elements,omitempty"`
	Size             int32    `json:"size,omitempty"`
	Sort             []Sort   `json:"sort,omitempty"`
	TotalElements    int64    `json:"total_elements,omitempty"`
	TotalPages       int32    `json:"total_pages,omitempty"`
}

Page Object

type PageBusiness ¶ 

type PageBusiness struct {
	Content          []Business `json:"content,omitempty"`
	First            bool       `json:"first,omitempty"`
	Last             bool       `json:"last,omitempty"`
	Number           int32      `json:"number,omitempty"`
	NumberOfElements int32      `json:"number_of_elements,omitempty"`
	Size             int32      `json:"size,omitempty"`
	Sort             []Sort     `json:"sort,omitempty"`
	TotalElements    int64      `json:"total_elements,omitempty"`
	TotalPages       int32      `json:"total_pages,omitempty"`
}

Page Object

type PageCard ¶ 

type PageCard struct {
	Content          []Card `json:"content,omitempty"`
	First            bool   `json:"first,omitempty"`
	Last             bool   `json:"last,omitempty"`
	Number           int32  `json:"number,omitempty"`
	NumberOfElements int32  `json:"number_of_elements,omitempty"`
	Size             int32  `json:"size,omitempty"`
	Sort             []Sort `json:"sort,omitempty"`
	TotalElements    int64  `json:"total_elements,omitempty"`
	TotalPages       int32  `json:"total_pages,omitempty"`
}

Page Object

type PageCardProgram ¶ 

type PageCardProgram struct {
	Content          []CardProgram `json:"content,omitempty"`
	First            bool          `json:"first,omitempty"`
	Last             bool          `json:"last,omitempty"`
	Number           int32         `json:"number,omitempty"`
	NumberOfElements int32         `json:"number_of_elements,omitempty"`
	Size             int32         `json:"size,omitempty"`
	Sort             []Sort        `json:"sort,omitempty"`
	TotalElements    int64         `json:"total_elements,omitempty"`
	TotalPages       int32         `json:"total_pages,omitempty"`
}

Page Object

type PageClient ¶ 

type PageClient struct {
	Content          []Client `json:"content,omitempty"`
	First            bool     `json:"first,omitempty"`
	Last             bool     `json:"last,omitempty"`
	Number           int32    `json:"number,omitempty"`
	NumberOfElements int32    `json:"number_of_elements,omitempty"`
	Size             int32    `json:"size,omitempty"`
	Sort             []Sort   `json:"sort,omitempty"`
	TotalElements    int64    `json:"total_elements,omitempty"`
	TotalPages       int32    `json:"total_pages,omitempty"`
}

Page Object

type PageClientBusinessCardVo ¶ 

type PageClientBusinessCardVo struct {
	Content          []ClientBusinessCardVo `json:"content,omitempty"`
	First            bool                   `json:"first,omitempty"`
	Last             bool                   `json:"last,omitempty"`
	Number           int32                  `json:"number,omitempty"`
	NumberOfElements int32                  `json:"number_of_elements,omitempty"`
	Size             int32                  `json:"size,omitempty"`
	Sort             []Sort                 `json:"sort,omitempty"`
	TotalElements    int64                  `json:"total_elements,omitempty"`
	TotalPages       int32                  `json:"total_pages,omitempty"`
}

Page Object

type PageClientResponse ¶ 

type PageClientResponse struct {
	Content          []ClientResponse `json:"content,omitempty"`
	First            bool             `json:"first,omitempty"`
	Last             bool             `json:"last,omitempty"`
	Number           int32            `json:"number,omitempty"`
	NumberOfElements int32            `json:"number_of_elements,omitempty"`
	Size             int32            `json:"size,omitempty"`
	Sort             []Sort           `json:"sort,omitempty"`
	TotalElements    int64            `json:"total_elements,omitempty"`
	TotalPages       int32            `json:"total_pages,omitempty"`
}

Page Object

type PageClientStatus ¶ 

type PageClientStatus struct {
	Content          []ClientStatus `json:"content,omitempty"`
	First            bool           `json:"first,omitempty"`
	Last             bool           `json:"last,omitempty"`
	Number           int32          `json:"number,omitempty"`
	NumberOfElements int32          `json:"number_of_elements,omitempty"`
	Size             int32          `json:"size,omitempty"`
	Sort             []Sort         `json:"sort,omitempty"`
	TotalElements    int64          `json:"total_elements,omitempty"`
	TotalPages       int32          `json:"total_pages,omitempty"`
}

Page Object

type PageContact ¶ 

type PageContact struct {
	Content          []Contact `json:"content,omitempty"`
	First            bool      `json:"first,omitempty"`
	Last             bool      `json:"last,omitempty"`
	Number           int32     `json:"number,omitempty"`
	NumberOfElements int32     `json:"number_of_elements,omitempty"`
	Size             int32     `json:"size,omitempty"`
	Sort             []Sort    `json:"sort,omitempty"`
	TotalElements    int64     `json:"total_elements,omitempty"`
	TotalPages       int32     `json:"total_pages,omitempty"`
}

Page Object

type PageCustomerRevenue ¶ 

type PageCustomerRevenue struct {
	Content          []CustomerRevenue `json:"content,omitempty"`
	First            bool              `json:"first,omitempty"`
	Last             bool              `json:"last,omitempty"`
	Number           int32             `json:"number,omitempty"`
	NumberOfElements int32             `json:"number_of_elements,omitempty"`
	Size             int32             `json:"size,omitempty"`
	Sort             []Sort            `json:"sort,omitempty"`
	TotalElements    int64             `json:"total_elements,omitempty"`
	TotalPages       int32             `json:"total_pages,omitempty"`
}

Page Object

type PageDecisionTree ¶ 

type PageDecisionTree struct {
	Content          []DecisionTree `json:"content,omitempty"`
	First            bool           `json:"first,omitempty"`
	Last             bool           `json:"last,omitempty"`
	Number           int32          `json:"number,omitempty"`
	NumberOfElements int32          `json:"number_of_elements,omitempty"`
	Size             int32          `json:"size,omitempty"`
	Sort             []Sort         `json:"sort,omitempty"`
	TotalElements    int64          `json:"total_elements,omitempty"`
	TotalPages       int32          `json:"total_pages,omitempty"`
}

Page Object

type PageDocument ¶ 

type PageDocument struct {
	Content          []Document `json:"content,omitempty"`
	First            bool       `json:"first,omitempty"`
	Last             bool       `json:"last,omitempty"`
	Number           int32      `json:"number,omitempty"`
	NumberOfElements int32      `json:"number_of_elements,omitempty"`
	Size             int32      `json:"size,omitempty"`
	Sort             []Sort     `json:"sort,omitempty"`
	TotalElements    int64      `json:"total_elements,omitempty"`
	TotalPages       int32      `json:"total_pages,omitempty"`
}

Page Object

type PageExternalAccountTransfer ¶ 

type PageExternalAccountTransfer struct {
	Content          []ExternalAccountTransfer `json:"content,omitempty"`
	First            bool                      `json:"first,omitempty"`
	Last             bool                      `json:"last,omitempty"`
	Number           int32                     `json:"number,omitempty"`
	NumberOfElements int32                     `json:"number_of_elements,omitempty"`
	Size             int32                     `json:"size,omitempty"`
	Sort             []Sort                    `json:"sort,omitempty"`
	TotalElements    int64                     `json:"total_elements,omitempty"`
	TotalPages       int32                     `json:"total_pages,omitempty"`
}

Page Object

type PageFeature ¶ 

type PageFeature struct {
	Content          []Feature `json:"content,omitempty"`
	First            bool      `json:"first,omitempty"`
	Last             bool      `json:"last,omitempty"`
	Number           int32     `json:"number,omitempty"`
	NumberOfElements int32     `json:"number_of_elements,omitempty"`
	Size             int32     `json:"size,omitempty"`
	Sort             []Sort    `json:"sort,omitempty"`
	TotalElements    int64     `json:"total_elements,omitempty"`
	TotalPages       int32     `json:"total_pages,omitempty"`
}

Page Object

type PageFeatureTrack ¶ 

type PageFeatureTrack struct {
	Content          []FeatureTrack `json:"content,omitempty"`
	First            bool           `json:"first,omitempty"`
	Last             bool           `json:"last,omitempty"`
	Number           int32          `json:"number,omitempty"`
	NumberOfElements int32          `json:"number_of_elements,omitempty"`
	Size             int32          `json:"size,omitempty"`
	Sort             []Sort         `json:"sort,omitempty"`
	TotalElements    int64          `json:"total_elements,omitempty"`
	TotalPages       int32          `json:"total_pages,omitempty"`
}

Page Object

type PageFinancialStatement ¶ 

type PageFinancialStatement struct {
	Content          []FinancialStatement `json:"content,omitempty"`
	First            bool                 `json:"first,omitempty"`
	Last             bool                 `json:"last,omitempty"`
	Number           int32                `json:"number,omitempty"`
	NumberOfElements int32                `json:"number_of_elements,omitempty"`
	Size             int32                `json:"size,omitempty"`
	Sort             []Sort               `json:"sort,omitempty"`
	TotalElements    int64                `json:"total_elements,omitempty"`
	TotalPages       int32                `json:"total_pages,omitempty"`
}

Page Object

type PageFunding ¶ 

type PageFunding struct {
	Content          []Funding `json:"content,omitempty"`
	First            bool      `json:"first,omitempty"`
	Last             bool      `json:"last,omitempty"`
	Number           int32     `json:"number,omitempty"`
	NumberOfElements int32     `json:"number_of_elements,omitempty"`
	Size             int32     `json:"size,omitempty"`
	Sort             []Sort    `json:"sort,omitempty"`
	TotalElements    int64     `json:"total_elements,omitempty"`
	TotalPages       int32     `json:"total_pages,omitempty"`
}

Page Object

type PageFundingTransaction ¶ 

type PageFundingTransaction struct {
	Content          []FundingTransaction `json:"content,omitempty"`
	First            bool                 `json:"first,omitempty"`
	Last             bool                 `json:"last,omitempty"`
	Number           int32                `json:"number,omitempty"`
	NumberOfElements int32                `json:"number_of_elements,omitempty"`
	Size             int32                `json:"size,omitempty"`
	Sort             []Sort               `json:"sort,omitempty"`
	TotalElements    int64                `json:"total_elements,omitempty"`
	TotalPages       int32                `json:"total_pages,omitempty"`
}

Page Object

type PageGoal ¶ 

type PageGoal struct {
	Content          []Goal `json:"content,omitempty"`
	First            bool   `json:"first,omitempty"`
	Last             bool   `json:"last,omitempty"`
	Number           int32  `json:"number,omitempty"`
	NumberOfElements int32  `json:"number_of_elements,omitempty"`
	Size             int32  `json:"size,omitempty"`
	Sort             []Sort `json:"sort,omitempty"`
	TotalElements    int64  `json:"total_elements,omitempty"`
	TotalPages       int32  `json:"total_pages,omitempty"`
}

Page Object

type PageGoalTrack ¶ 

type PageGoalTrack struct {
	Content          []GoalTrack `json:"content,omitempty"`
	First            bool        `json:"first,omitempty"`
	Last             bool        `json:"last,omitempty"`
	Number           int32       `json:"number,omitempty"`
	NumberOfElements int32       `json:"number_of_elements,omitempty"`
	Size             int32       `json:"size,omitempty"`
	Sort             []Sort      `json:"sort,omitempty"`
	TotalElements    int64       `json:"total_elements,omitempty"`
	TotalPages       int32       `json:"total_pages,omitempty"`
}

Page Object

type PageHousehold ¶ 

type PageHousehold struct {
	Content          []Household `json:"content,omitempty"`
	First            bool        `json:"first,omitempty"`
	Last             bool        `json:"last,omitempty"`
	Number           int32       `json:"number,omitempty"`
	NumberOfElements int32       `json:"number_of_elements,omitempty"`
	Size             int32       `json:"size,omitempty"`
	Sort             []Sort      `json:"sort,omitempty"`
	TotalElements    int64       `json:"total_elements,omitempty"`
	TotalPages       int32       `json:"total_pages,omitempty"`
}

Page Object

type PageInstitution ¶ 

type PageInstitution struct {
	Content          []Institution `json:"content,omitempty"`
	First            bool          `json:"first,omitempty"`
	Last             bool          `json:"last,omitempty"`
	Number           int32         `json:"number,omitempty"`
	NumberOfElements int32         `json:"number_of_elements,omitempty"`
	Size             int32         `json:"size,omitempty"`
	Sort             []Sort        `json:"sort,omitempty"`
	TotalElements    int64         `json:"total_elements,omitempty"`
	TotalPages       int32         `json:"total_pages,omitempty"`
}

Page Object

type PageInvoice ¶ 

type PageInvoice struct {
	Content          []Invoice `json:"content,omitempty"`
	First            bool      `json:"first,omitempty"`
	Last             bool      `json:"last,omitempty"`
	Number           int32     `json:"number,omitempty"`
	NumberOfElements int32     `json:"number_of_elements,omitempty"`
	Size             int32     `json:"size,omitempty"`
	Sort             []Sort    `json:"sort,omitempty"`
	TotalElements    int64     `json:"total_elements,omitempty"`
	TotalPages       int32     `json:"total_pages,omitempty"`
}

Page Object

type PageInvoicePayment ¶ 

type PageInvoicePayment struct {
	Content          []InvoicePayment `json:"content,omitempty"`
	First            bool             `json:"first,omitempty"`
	Last             bool             `json:"last,omitempty"`
	Number           int32            `json:"number,omitempty"`
	NumberOfElements int32            `json:"number_of_elements,omitempty"`
	Size             int32            `json:"size,omitempty"`
	Sort             []Sort           `json:"sort,omitempty"`
	TotalElements    int64            `json:"total_elements,omitempty"`
	TotalPages       int32            `json:"total_pages,omitempty"`
}

Page Object

type PageModel ¶ 

type PageModel struct {
	Content          []Model `json:"content,omitempty"`
	First            bool    `json:"first,omitempty"`
	Last             bool    `json:"last,omitempty"`
	Number           int32   `json:"number,omitempty"`
	NumberOfElements int32   `json:"number_of_elements,omitempty"`
	Size             int32   `json:"size,omitempty"`
	Sort             []Sort  `json:"sort,omitempty"`
	TotalElements    int64   `json:"total_elements,omitempty"`
	TotalPages       int32   `json:"total_pages,omitempty"`
}

Page Object

type PageModelAssetSize ¶ 

type PageModelAssetSize struct {
	Content          []ModelAssetSize `json:"content,omitempty"`
	First            bool             `json:"first,omitempty"`
	Last             bool             `json:"last,omitempty"`
	Number           int32            `json:"number,omitempty"`
	NumberOfElements int32            `json:"number_of_elements,omitempty"`
	Size             int32            `json:"size,omitempty"`
	Sort             []Sort           `json:"sort,omitempty"`
	TotalElements    int64            `json:"total_elements,omitempty"`
	TotalPages       int32            `json:"total_pages,omitempty"`
}

Page Object

type PageModelComment ¶ 

type PageModelComment struct {
	Content          []ModelComment `json:"content,omitempty"`
	First            bool           `json:"first,omitempty"`
	Last             bool           `json:"last,omitempty"`
	Number           int32          `json:"number,omitempty"`
	NumberOfElements int32          `json:"number_of_elements,omitempty"`
	Size             int32          `json:"size,omitempty"`
	Sort             []Sort         `json:"sort,omitempty"`
	TotalElements    int64          `json:"total_elements,omitempty"`
	TotalPages       int32          `json:"total_pages,omitempty"`
}

Page Object

type PageModelHolding ¶ 

type PageModelHolding struct {
	Content          []ModelHolding `json:"content,omitempty"`
	First            bool           `json:"first,omitempty"`
	Last             bool           `json:"last,omitempty"`
	Number           int32          `json:"number,omitempty"`
	NumberOfElements int32          `json:"number_of_elements,omitempty"`
	Size             int32          `json:"size,omitempty"`
	Sort             []Sort         `json:"sort,omitempty"`
	TotalElements    int64          `json:"total_elements,omitempty"`
	TotalPages       int32          `json:"total_pages,omitempty"`
}

Page Object

type PageModelTransaction ¶ 

type PageModelTransaction struct {
	Content          []ModelTransaction `json:"content,omitempty"`
	First            bool               `json:"first,omitempty"`
	Last             bool               `json:"last,omitempty"`
	Number           int32              `json:"number,omitempty"`
	NumberOfElements int32              `json:"number_of_elements,omitempty"`
	Size             int32              `json:"size,omitempty"`
	Sort             []Sort             `json:"sort,omitempty"`
	TotalElements    int64              `json:"total_elements,omitempty"`
	TotalPages       int32              `json:"total_pages,omitempty"`
}

Page Object

type PageMxMerchantRes ¶ 

type PageMxMerchantRes struct {
	Content          []MxMerchantRes `json:"content,omitempty"`
	Empty            bool            `json:"empty,omitempty"`
	First            bool            `json:"first,omitempty"`
	Last             bool            `json:"last,omitempty"`
	Number           int32           `json:"number,omitempty"`
	NumberOfElements int32           `json:"number_of_elements,omitempty"`
	Pageable         *Pageable       `json:"pageable,omitempty"`
	Size             int32           `json:"size,omitempty"`
	Sort             *Sort           `json:"sort,omitempty"`
	TotalElements    int64           `json:"total_elements,omitempty"`
	TotalPages       int32           `json:"total_pages,omitempty"`
}

type PageNode ¶ 

type PageNode struct {
	Content          []Node `json:"content,omitempty"`
	First            bool   `json:"first,omitempty"`
	Last             bool   `json:"last,omitempty"`
	Number           int32  `json:"number,omitempty"`
	NumberOfElements int32  `json:"number_of_elements,omitempty"`
	Size             int32  `json:"size,omitempty"`
	Sort             []Sort `json:"sort,omitempty"`
	TotalElements    int64  `json:"total_elements,omitempty"`
	TotalPages       int32  `json:"total_pages,omitempty"`
}

Page Object

type PageNodeRelationship ¶ 

type PageNodeRelationship struct {
	Content          []NodeRelationship `json:"content,omitempty"`
	First            bool               `json:"first,omitempty"`
	Last             bool               `json:"last,omitempty"`
	Number           int32              `json:"number,omitempty"`
	NumberOfElements int32              `json:"number_of_elements,omitempty"`
	Size             int32              `json:"size,omitempty"`
	Sort             []Sort             `json:"sort,omitempty"`
	TotalElements    int64              `json:"total_elements,omitempty"`
	TotalPages       int32              `json:"total_pages,omitempty"`
}

Page Object

type PageNotification ¶ 

type PageNotification struct {
	Content          []Notification `json:"content,omitempty"`
	First            bool           `json:"first,omitempty"`
	Last             bool           `json:"last,omitempty"`
	Number           int32          `json:"number,omitempty"`
	NumberOfElements int32          `json:"number_of_elements,omitempty"`
	Size             int32          `json:"size,omitempty"`
	Sort             []Sort         `json:"sort,omitempty"`
	TotalElements    int64          `json:"total_elements,omitempty"`
	TotalPages       int32          `json:"total_pages,omitempty"`
}

Page Object

type PageNotificationClient ¶ 

type PageNotificationClient struct {
	Content          []NotificationClient `json:"content,omitempty"`
	First            bool                 `json:"first,omitempty"`
	Last             bool                 `json:"last,omitempty"`
	Number           int32                `json:"number,omitempty"`
	NumberOfElements int32                `json:"number_of_elements,omitempty"`
	Size             int32                `json:"size,omitempty"`
	Sort             []Sort               `json:"sort,omitempty"`
	TotalElements    int64                `json:"total_elements,omitempty"`
	TotalPages       int32                `json:"total_pages,omitempty"`
}

Page Object

type PageNotificationSetting ¶ 

type PageNotificationSetting struct {
	Content          []NotificationSetting `json:"content,omitempty"`
	First            bool                  `json:"first,omitempty"`
	Last             bool                  `json:"last,omitempty"`
	Number           int32                 `json:"number,omitempty"`
	NumberOfElements int32                 `json:"number_of_elements,omitempty"`
	Size             int32                 `json:"size,omitempty"`
	Sort             []Sort                `json:"sort,omitempty"`
	TotalElements    int64                 `json:"total_elements,omitempty"`
	TotalPages       int32                 `json:"total_pages,omitempty"`
}

Page Object

type PageOrder ¶ 

type PageOrder struct {
	Content          []Order `json:"content,omitempty"`
	First            bool    `json:"first,omitempty"`
	Last             bool    `json:"last,omitempty"`
	Number           int32   `json:"number,omitempty"`
	NumberOfElements int32   `json:"number_of_elements,omitempty"`
	Size             int32   `json:"size,omitempty"`
	Sort             []Sort  `json:"sort,omitempty"`
	TotalElements    int64   `json:"total_elements,omitempty"`
	TotalPages       int32   `json:"total_pages,omitempty"`
}

Page Object

type PageOrderBulk ¶ 

type PageOrderBulk struct {
	Content          []OrderBulk `json:"content,omitempty"`
	First            bool        `json:"first,omitempty"`
	Last             bool        `json:"last,omitempty"`
	Number           int32       `json:"number,omitempty"`
	NumberOfElements int32       `json:"number_of_elements,omitempty"`
	Size             int32       `json:"size,omitempty"`
	Sort             []Sort      `json:"sort,omitempty"`
	TotalElements    int64       `json:"total_elements,omitempty"`
	TotalPages       int32       `json:"total_pages,omitempty"`
}

Page Object

type PageOrderStatus ¶ 

type PageOrderStatus struct {
	Content          []OrderStatus `json:"content,omitempty"`
	First            bool          `json:"first,omitempty"`
	Last             bool          `json:"last,omitempty"`
	Number           int32         `json:"number,omitempty"`
	NumberOfElements int32         `json:"number_of_elements,omitempty"`
	Size             int32         `json:"size,omitempty"`
	Sort             []Sort        `json:"sort,omitempty"`
	TotalElements    int64         `json:"total_elements,omitempty"`
	TotalPages       int32         `json:"total_pages,omitempty"`
}

Page Object

type PageOrderTrack ¶ 

type PageOrderTrack struct {
	Content          []OrderTrack `json:"content,omitempty"`
	First            bool         `json:"first,omitempty"`
	Last             bool         `json:"last,omitempty"`
	Number           int32        `json:"number,omitempty"`
	NumberOfElements int32        `json:"number_of_elements,omitempty"`
	Size             int32        `json:"size,omitempty"`
	Sort             []Sort       `json:"sort,omitempty"`
	TotalElements    int64        `json:"total_elements,omitempty"`
	TotalPages       int32        `json:"total_pages,omitempty"`
}

Page Object

type PageOverflow ¶ 

type PageOverflow struct {
	Content          []Overflow `json:"content,omitempty"`
	First            bool       `json:"first,omitempty"`
	Last             bool       `json:"last,omitempty"`
	Number           int32      `json:"number,omitempty"`
	NumberOfElements int32      `json:"number_of_elements,omitempty"`
	Size             int32      `json:"size,omitempty"`
	Sort             []Sort     `json:"sort,omitempty"`
	TotalElements    int64      `json:"total_elements,omitempty"`
	TotalPages       int32      `json:"total_pages,omitempty"`
}

Page Object

type PageOverflowSettings ¶ 

type PageOverflowSettings struct {
	Content          []OverflowSettings `json:"content,omitempty"`
	First            bool               `json:"first,omitempty"`
	Last             bool               `json:"last,omitempty"`
	Number           int32              `json:"number,omitempty"`
	NumberOfElements int32              `json:"number_of_elements,omitempty"`
	Size             int32              `json:"size,omitempty"`
	Sort             []Sort             `json:"sort,omitempty"`
	TotalElements    int64              `json:"total_elements,omitempty"`
	TotalPages       int32              `json:"total_pages,omitempty"`
}

Page Object

type PagePortfolio ¶ 

type PagePortfolio struct {
	Content          []Portfolio `json:"content,omitempty"`
	First            bool        `json:"first,omitempty"`
	Last             bool        `json:"last,omitempty"`
	Number           int32       `json:"number,omitempty"`
	NumberOfElements int32       `json:"number_of_elements,omitempty"`
	Size             int32       `json:"size,omitempty"`
	Sort             []Sort      `json:"sort,omitempty"`
	TotalElements    int64       `json:"total_elements,omitempty"`
	TotalPages       int32       `json:"total_pages,omitempty"`
}

Page Object

type PagePortfolioAssetSizeLog ¶ 

type PagePortfolioAssetSizeLog struct {
	Content          []PortfolioAssetSizeLog `json:"content,omitempty"`
	First            bool                    `json:"first,omitempty"`
	Last             bool                    `json:"last,omitempty"`
	Number           int32                   `json:"number,omitempty"`
	NumberOfElements int32                   `json:"number_of_elements,omitempty"`
	Size             int32                   `json:"size,omitempty"`
	Sort             []Sort                  `json:"sort,omitempty"`
	TotalElements    int64                   `json:"total_elements,omitempty"`
	TotalPages       int32                   `json:"total_pages,omitempty"`
}

Page Object

type PagePortfolioComment ¶ 

type PagePortfolioComment struct {
	Content          []PortfolioComment `json:"content,omitempty"`
	First            bool               `json:"first,omitempty"`
	Last             bool               `json:"last,omitempty"`
	Number           int32              `json:"number,omitempty"`
	NumberOfElements int32              `json:"number_of_elements,omitempty"`
	Size             int32              `json:"size,omitempty"`
	Sort             []Sort             `json:"sort,omitempty"`
	TotalElements    int64              `json:"total_elements,omitempty"`
	TotalPages       int32              `json:"total_pages,omitempty"`
}

Page Object

type PagePortfolioGoal ¶ 

type PagePortfolioGoal struct {
	Content          []PortfolioGoal `json:"content,omitempty"`
	First            bool            `json:"first,omitempty"`
	Last             bool            `json:"last,omitempty"`
	Number           int32           `json:"number,omitempty"`
	NumberOfElements int32           `json:"number_of_elements,omitempty"`
	Size             int32           `json:"size,omitempty"`
	Sort             []Sort          `json:"sort,omitempty"`
	TotalElements    int64           `json:"total_elements,omitempty"`
	TotalPages       int32           `json:"total_pages,omitempty"`
}

Page Object

type PagePortfolioHoldingAgg ¶ 

type PagePortfolioHoldingAgg struct {
	Content          []PortfolioHoldingAgg `json:"content,omitempty"`
	First            bool                  `json:"first,omitempty"`
	Last             bool                  `json:"last,omitempty"`
	Number           int32                 `json:"number,omitempty"`
	NumberOfElements int32                 `json:"number_of_elements,omitempty"`
	Size             int32                 `json:"size,omitempty"`
	Sort             []Sort                `json:"sort,omitempty"`
	TotalElements    int64                 `json:"total_elements,omitempty"`
	TotalPages       int32                 `json:"total_pages,omitempty"`
}

Page Object

type PagePortfolioHoldingLog ¶ 

type PagePortfolioHoldingLog struct {
	Content          []PortfolioHoldingLog `json:"content,omitempty"`
	First            bool                  `json:"first,omitempty"`
	Last             bool                  `json:"last,omitempty"`
	Number           int32                 `json:"number,omitempty"`
	NumberOfElements int32                 `json:"number_of_elements,omitempty"`
	Size             int32                 `json:"size,omitempty"`
	Sort             []Sort                `json:"sort,omitempty"`
	TotalElements    int64                 `json:"total_elements,omitempty"`
	TotalPages       int32                 `json:"total_pages,omitempty"`
}

Page Object

type PagePortfolioTransaction ¶ 

type PagePortfolioTransaction struct {
	Content          []PortfolioTransaction `json:"content,omitempty"`
	First            bool                   `json:"first,omitempty"`
	Last             bool                   `json:"last,omitempty"`
	Number           int32                  `json:"number,omitempty"`
	NumberOfElements int32                  `json:"number_of_elements,omitempty"`
	Size             int32                  `json:"size,omitempty"`
	Sort             []Sort                 `json:"sort,omitempty"`
	TotalElements    int64                  `json:"total_elements,omitempty"`
	TotalPages       int32                  `json:"total_pages,omitempty"`
}

Page Object

type PageQuestion ¶ 

type PageQuestion struct {
	Content          []Question `json:"content,omitempty"`
	First            bool       `json:"first,omitempty"`
	Last             bool       `json:"last,omitempty"`
	Number           int32      `json:"number,omitempty"`
	NumberOfElements int32      `json:"number_of_elements,omitempty"`
	Size             int32      `json:"size,omitempty"`
	Sort             []Sort     `json:"sort,omitempty"`
	TotalElements    int64      `json:"total_elements,omitempty"`
	TotalPages       int32      `json:"total_pages,omitempty"`
}

Page Object

type PageQuestionnaire ¶ 

type PageQuestionnaire struct {
	Content          []Questionnaire `json:"content,omitempty"`
	First            bool            `json:"first,omitempty"`
	Last             bool            `json:"last,omitempty"`
	Number           int32           `json:"number,omitempty"`
	NumberOfElements int32           `json:"number_of_elements,omitempty"`
	Size             int32           `json:"size,omitempty"`
	Sort             []Sort          `json:"sort,omitempty"`
	TotalElements    int64           `json:"total_elements,omitempty"`
	TotalPages       int32           `json:"total_pages,omitempty"`
}

Page Object

type PageReasonCode ¶ 

type PageReasonCode struct {
	Content          []ReasonCode `json:"content,omitempty"`
	First            bool         `json:"first,omitempty"`
	Last             bool         `json:"last,omitempty"`
	Number           int32        `json:"number,omitempty"`
	NumberOfElements int32        `json:"number_of_elements,omitempty"`
	Size             int32        `json:"size,omitempty"`
	Sort             []Sort       `json:"sort,omitempty"`
	TotalElements    int64        `json:"total_elements,omitempty"`
	TotalPages       int32        `json:"total_pages,omitempty"`
}

Page Object

type PageRiskProfile ¶ 

type PageRiskProfile struct {
	Content          []RiskProfile `json:"content,omitempty"`
	First            bool          `json:"first,omitempty"`
	Last             bool          `json:"last,omitempty"`
	Number           int32         `json:"number,omitempty"`
	NumberOfElements int32         `json:"number_of_elements,omitempty"`
	Size             int32         `json:"size,omitempty"`
	Sort             []Sort        `json:"sort,omitempty"`
	TotalElements    int64         `json:"total_elements,omitempty"`
	TotalPages       int32         `json:"total_pages,omitempty"`
}

Page Object

type PageRoundup ¶ 

type PageRoundup struct {
	Content          []Roundup `json:"content,omitempty"`
	First            bool      `json:"first,omitempty"`
	Last             bool      `json:"last,omitempty"`
	Number           int32     `json:"number,omitempty"`
	NumberOfElements int32     `json:"number_of_elements,omitempty"`
	Size             int32     `json:"size,omitempty"`
	Sort             []Sort    `json:"sort,omitempty"`
	TotalElements    int64     `json:"total_elements,omitempty"`
	TotalPages       int32     `json:"total_pages,omitempty"`
}

Page Object

type PageRoundupSettings ¶ 

type PageRoundupSettings struct {
	Content          []RoundupSettings `json:"content,omitempty"`
	First            bool              `json:"first,omitempty"`
	Last             bool              `json:"last,omitempty"`
	Number           int32             `json:"number,omitempty"`
	NumberOfElements int32             `json:"number_of_elements,omitempty"`
	Size             int32             `json:"size,omitempty"`
	Sort             []Sort            `json:"sort,omitempty"`
	TotalElements    int64             `json:"total_elements,omitempty"`
	TotalPages       int32             `json:"total_pages,omitempty"`
}

Page Object

type PageScore ¶ 

type PageScore struct {
	Content          []Score `json:"content,omitempty"`
	First            bool    `json:"first,omitempty"`
	Last             bool    `json:"last,omitempty"`
	Number           int32   `json:"number,omitempty"`
	NumberOfElements int32   `json:"number_of_elements,omitempty"`
	Size             int32   `json:"size,omitempty"`
	Sort             []Sort  `json:"sort,omitempty"`
	TotalElements    int64   `json:"total_elements,omitempty"`
	TotalPages       int32   `json:"total_pages,omitempty"`
}

Page Object

type PageSecurity ¶ 

type PageSecurity struct {
	Content          []Security `json:"content,omitempty"`
	First            bool       `json:"first,omitempty"`
	Last             bool       `json:"last,omitempty"`
	Number           int32      `json:"number,omitempty"`
	NumberOfElements int32      `json:"number_of_elements,omitempty"`
	Size             int32      `json:"size,omitempty"`
	Sort             []Sort     `json:"sort,omitempty"`
	TotalElements    int64      `json:"total_elements,omitempty"`
	TotalPages       int32      `json:"total_pages,omitempty"`
}

Page Object

type PageSecurityExclusion ¶ 

type PageSecurityExclusion struct {
	Content          []SecurityExclusion `json:"content,omitempty"`
	First            bool                `json:"first,omitempty"`
	Last             bool                `json:"last,omitempty"`
	Number           int32               `json:"number,omitempty"`
	NumberOfElements int32               `json:"number_of_elements,omitempty"`
	Size             int32               `json:"size,omitempty"`
	Sort             []Sort              `json:"sort,omitempty"`
	TotalElements    int64               `json:"total_elements,omitempty"`
	TotalPages       int32               `json:"total_pages,omitempty"`
}

Page Object

type PageSecurityPrice ¶ 

type PageSecurityPrice struct {
	Content          []SecurityPrice `json:"content,omitempty"`
	First            bool            `json:"first,omitempty"`
	Last             bool            `json:"last,omitempty"`
	Number           int32           `json:"number,omitempty"`
	NumberOfElements int32           `json:"number_of_elements,omitempty"`
	Size             int32           `json:"size,omitempty"`
	Sort             []Sort          `json:"sort,omitempty"`
	TotalElements    int64           `json:"total_elements,omitempty"`
	TotalPages       int32           `json:"total_pages,omitempty"`
}

Page Object

type PageSpendingControl ¶ 

type PageSpendingControl struct {
	Content          []SpendingControl `json:"content,omitempty"`
	First            bool              `json:"first,omitempty"`
	Last             bool              `json:"last,omitempty"`
	Number           int32             `json:"number,omitempty"`
	NumberOfElements int32             `json:"number_of_elements,omitempty"`
	Size             int32             `json:"size,omitempty"`
	Sort             []Sort            `json:"sort,omitempty"`
	TotalElements    int64             `json:"total_elements,omitempty"`
	TotalPages       int32             `json:"total_pages,omitempty"`
}

Page Object

type PageStage ¶ 

type PageStage struct {
	Content          []Stage `json:"content,omitempty"`
	First            bool    `json:"first,omitempty"`
	Last             bool    `json:"last,omitempty"`
	Number           int32   `json:"number,omitempty"`
	NumberOfElements int32   `json:"number_of_elements,omitempty"`
	Size             int32   `json:"size,omitempty"`
	Sort             []Sort  `json:"sort,omitempty"`
	TotalElements    int64   `json:"total_elements,omitempty"`
	TotalPages       int32   `json:"total_pages,omitempty"`
}

Page Object

type PageTransactionCode ¶ 

type PageTransactionCode struct {
	Content          []TransactionCode `json:"content,omitempty"`
	First            bool              `json:"first,omitempty"`
	Last             bool              `json:"last,omitempty"`
	Number           int32             `json:"number,omitempty"`
	NumberOfElements int32             `json:"number_of_elements,omitempty"`
	Size             int32             `json:"size,omitempty"`
	Sort             []Sort            `json:"sort,omitempty"`
	TotalElements    int64             `json:"total_elements,omitempty"`
	TotalPages       int32             `json:"total_pages,omitempty"`
}

Page Object

type PageWebhook ¶ 

type PageWebhook struct {
	Content          []Webhook `json:"content,omitempty"`
	First            bool      `json:"first,omitempty"`
	Last             bool      `json:"last,omitempty"`
	Number           int32     `json:"number,omitempty"`
	NumberOfElements int32     `json:"number_of_elements,omitempty"`
	Size             int32     `json:"size,omitempty"`
	Sort             []Sort    `json:"sort,omitempty"`
	TotalElements    int64     `json:"total_elements,omitempty"`
	TotalPages       int32     `json:"total_pages,omitempty"`
}

Page Object

type Pageable ¶ 

type Pageable struct {
	Offset     int64 `json:"offset,omitempty"`
	PageNumber int32 `json:"page_number,omitempty"`
	PageSize   int32 `json:"page_size,omitempty"`
	Paged      bool  `json:"paged,omitempty"`
	Sort       *Sort `json:"sort,omitempty"`
	Unpaged    bool  `json:"unpaged,omitempty"`
}

type PermissionVo ¶ 

type PermissionVo struct {
	// clientId
	ClientId string `json:"client_id,omitempty"`
	// permissionType
	PermissionType string `json:"permission_type,omitempty"`
}

type Portfolio ¶ 

type Portfolio struct {
	// accountId
	AccountId string `json:"account_id"`
	// account_number
	AccountNumber string `json:"account_number,omitempty"`
	CreateDate    string `json:"create_date,omitempty"`
	// currency_code
	CurrencyCode string `json:"currency_code,omitempty"`
	// description
	Description string `json:"description,omitempty"`
	Id          string `json:"id,omitempty"`
	// is_active
	IsActive bool `json:"is_active,omitempty"`
	// is_subledger
	IsSubledger bool `json:"is_subledger,omitempty"`
	// metadata
	Metadata map[string]string `json:"metadata,omitempty"`
	// modelId
	ModelId string `json:"model_id,omitempty"`
	// name
	Name string `json:"name"`
	// percentage
	Percentage  float64 `json:"percentage"`
	SecondaryId string  `json:"secondary_id,omitempty"`
	// status
	Status     string `json:"status,omitempty"`
	UpdateDate string `json:"update_date,omitempty"`
}

Portfolio Object

type PortfolioApiGetAllPortfolioTransactionByPostUsingPOSTOpts ¶ 

type PortfolioApiGetAllPortfolioTransactionByPostUsingPOSTOpts struct {
	Ascending          optional.Bool
	CurrencyConversion optional.String
	Filter             optional.String
	OrderBy            optional.String
	Page               optional.Int32
	Size               optional.Int32
}

type PortfolioApiGetPortfolioAggregatedDataUsingGetOpts ¶ 

type PortfolioApiGetPortfolioAggregatedDataUsingGetOpts struct {
	ShowAssetClass    optional.Bool
	ShowCategory      optional.Bool
	ShowIndustry      optional.Bool
	ShowSector        optional.Bool
	ShowSecurityClass optional.Bool
}

type PortfolioApiGetPortfolioAllUsingGetOpts ¶ 

type PortfolioApiGetPortfolioAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type PortfolioApiGetPortfolioAssetSizeAllUsingGetOpts ¶ 

type PortfolioApiGetPortfolioAssetSizeAllUsingGetOpts struct {
	Ascending          optional.Bool
	CurrencyConversion optional.String
	Filter             optional.String
	OrderBy            optional.String
	Page               optional.Int32
	Size               optional.Int32
}

type PortfolioApiGetPortfolioAssetSizeUsingGetOpts ¶ 

type PortfolioApiGetPortfolioAssetSizeUsingGetOpts struct {
	CurrencyConversion optional.String
}

type PortfolioApiGetPortfolioCommentAllUsingGetOpts ¶ 

type PortfolioApiGetPortfolioCommentAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type PortfolioApiGetPortfolioGoalAllUsingGetOpts ¶ 

type PortfolioApiGetPortfolioGoalAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type PortfolioApiGetPortfolioHoldingAllUsingGetOpts ¶ 

type PortfolioApiGetPortfolioHoldingAllUsingGetOpts struct {
	Ascending          optional.Bool
	CurrencyConversion optional.String
	Filter             optional.String
	OrderBy            optional.String
	Page               optional.Int32
	Size               optional.Int32
}

type PortfolioApiGetPortfolioHoldingUsingGetOpts ¶ 

type PortfolioApiGetPortfolioHoldingUsingGetOpts struct {
	CurrencyConversion optional.String
}

type PortfolioApiGetPortfolioTransactionAllUsingGetOpts ¶ 

type PortfolioApiGetPortfolioTransactionAllUsingGetOpts struct {
	Ascending          optional.Bool
	CurrencyConversion optional.String
	Filter             optional.String
	OrderBy            optional.String
	Page               optional.Int32
	Size               optional.Int32
}

type PortfolioApiGetPortfolioTransactionUsingGetOpts ¶ 

type PortfolioApiGetPortfolioTransactionUsingGetOpts struct {
	CurrencyConversion optional.String
}

type PortfolioApiService ¶ 

type PortfolioApiService service

func (*PortfolioApiService) CreatePortfolioAssetSizeUsingPost ¶ 

func (a *PortfolioApiService) CreatePortfolioAssetSizeUsingPost(ctx context.Context, portfolioAssetSizeLogRequest PortfolioAssetSizeLog) (PortfolioAssetSizeLog, *http.Response, error)

PortfolioApiService Create a portfolio asset size Create a new asset size record for a portfolio.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param portfolioAssetSizeLogRequest portfolioAssetSizeLogRequest

@return PortfolioAssetSizeLog

func (*PortfolioApiService) CreatePortfolioCommentUsingPost ¶ 

func (a *PortfolioApiService) CreatePortfolioCommentUsingPost(ctx context.Context, portfolioComment PortfolioComment) (PortfolioComment, *http.Response, error)

PortfolioApiService Create a portfolio commentary Create a new comment for a portfolio defined for your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param portfolioComment portfolioComment

@return PortfolioComment

func (*PortfolioApiService) CreatePortfolioGoalUsingPost ¶ 

func (a *PortfolioApiService) CreatePortfolioGoalUsingPost(ctx context.Context, portfolioGoal PortfolioGoal) (PortfolioGoal, *http.Response, error)

PortfolioApiService Create an portfolio goal Create an portfolio goal.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param portfolioGoal portfolioGoal

@return PortfolioGoal

func (*PortfolioApiService) CreatePortfolioHoldingUsingPost ¶ 

func (a *PortfolioApiService) CreatePortfolioHoldingUsingPost(ctx context.Context, portfolioHoldinLogRequest PortfolioHoldingLog) (PortfolioHoldingLog, *http.Response, error)

PortfolioApiService Create a portfolio holding Create a new holding record for a portfolio.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param portfolioHoldinLogRequest portfolioHoldinLogRequest

@return PortfolioHoldingLog

func (*PortfolioApiService) CreatePortfolioTransactionUsingPost ¶ 

func (a *PortfolioApiService) CreatePortfolioTransactionUsingPost(ctx context.Context, portfolioTransactionRequest PortfolioTransaction) (PortfolioTransaction, *http.Response, error)

PortfolioApiService Create a portfolio transaction Create a new transaction record for a portfolio.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param portfolioTransactionRequest portfolioTransactionRequest

@return PortfolioTransaction

func (*PortfolioApiService) CreatePortfolioUsingPost ¶ 

func (a *PortfolioApiService) CreatePortfolioUsingPost(ctx context.Context, portfolioRequest Portfolio) (Portfolio, *http.Response, error)

PortfolioApiService Create a portfolio Create a new portfolio for an account.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param portfolioRequest portfolioRequest

@return Portfolio

func (*PortfolioApiService) DeletePortfolioAssetSizeUsingDelete ¶ 

func (a *PortfolioApiService) DeletePortfolioAssetSizeUsingDelete(ctx context.Context, portfolioAssetSizeId string) (*http.Response, error)

PortfolioApiService Delete a portfolio asset size Permanently delete a portfolio asset size record for a portfolio.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param portfolioAssetSizeId UUID portfolio_asset_size_id

func (*PortfolioApiService) DeletePortfolioCommentUsingDelete ¶ 

func (a *PortfolioApiService) DeletePortfolioCommentUsingDelete(ctx context.Context, portfolioCommentId string) (*http.Response, error)

PortfolioApiService Delete a portfolio commentary Permanently delete a portfolio comment for a portfolio.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param portfolioCommentId UUID portfolio_comment_id

func (*PortfolioApiService) DeletePortfolioGoalUsingDelete ¶ 

func (a *PortfolioApiService) DeletePortfolioGoalUsingDelete(ctx context.Context, portfolioGoalId string) (*http.Response, error)

PortfolioApiService Delete an portfolio goal Permanently delete an portfolio-goal mapping.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param portfolioGoalId UUID portfolio_goal_id

func (*PortfolioApiService) DeletePortfolioHoldingUsingDelete ¶ 

func (a *PortfolioApiService) DeletePortfolioHoldingUsingDelete(ctx context.Context, portfolioHoldingId string) (*http.Response, error)

PortfolioApiService Delete a portfolio holding Permanently delete a portfolio holding record for a portfolio.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param portfolioHoldingId UUID portfolio_holding_id

func (*PortfolioApiService) DeletePortfolioTransactionUsingDelete ¶ 

func (a *PortfolioApiService) DeletePortfolioTransactionUsingDelete(ctx context.Context, portfolioTransactionId string) (*http.Response, error)

PortfolioApiService Delete a portfolio transaction Permanently delete a portfolio transaction record for a portfolio.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param portfolioTransactionId UUID portfolio_transaction_id

func (*PortfolioApiService) DeletePortfolioUsingDelete ¶ 

func (a *PortfolioApiService) DeletePortfolioUsingDelete(ctx context.Context, portfolioId string) (*http.Response, error)

PortfolioApiService Delete a portfolio Permanently delete a portfolio for an account.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param portfolioId UUID portfolio_id

func (*PortfolioApiService) GetAllPortfolioTransactionByPostUsingPOST ¶ 

func (a *PortfolioApiService) GetAllPortfolioTransactionByPostUsingPOST(ctx context.Context, localVarOptionals *PortfolioApiGetAllPortfolioTransactionByPostUsingPOSTOpts) (PagePortfolioTransaction, *http.Response, error)

func (*PortfolioApiService) GetPortfolioAggregatedDataUsingGet ¶ 

func (a *PortfolioApiService) GetPortfolioAggregatedDataUsingGet(ctx context.Context, portfolioId string, localVarOptionals *PortfolioApiGetPortfolioAggregatedDataUsingGetOpts) (interface{}, *http.Response, error)

func (*PortfolioApiService) GetPortfolioAllUsingGet ¶ 

func (a *PortfolioApiService) GetPortfolioAllUsingGet(ctx context.Context, localVarOptionals *PortfolioApiGetPortfolioAllUsingGetOpts) (PagePortfolio, *http.Response, error)

func (*PortfolioApiService) GetPortfolioAssetSizeAllUsingGet ¶ 

func (a *PortfolioApiService) GetPortfolioAssetSizeAllUsingGet(ctx context.Context, localVarOptionals *PortfolioApiGetPortfolioAssetSizeAllUsingGetOpts) (PagePortfolioAssetSizeLog, *http.Response, error)

func (*PortfolioApiService) GetPortfolioAssetSizeUsingGet ¶ 

func (a *PortfolioApiService) GetPortfolioAssetSizeUsingGet(ctx context.Context, portfolioAssetSizeId string, localVarOptionals *PortfolioApiGetPortfolioAssetSizeUsingGetOpts) (PortfolioAssetSizeLog, *http.Response, error)

func (*PortfolioApiService) GetPortfolioCommentAllUsingGet ¶ 

func (a *PortfolioApiService) GetPortfolioCommentAllUsingGet(ctx context.Context, localVarOptionals *PortfolioApiGetPortfolioCommentAllUsingGetOpts) (PagePortfolioComment, *http.Response, error)

func (*PortfolioApiService) GetPortfolioCommentUsingGet ¶ 

func (a *PortfolioApiService) GetPortfolioCommentUsingGet(ctx context.Context, portfolioCommentId string) (PortfolioComment, *http.Response, error)

PortfolioApiService Retrieve a portfolio commentary Retrieve the information for a portfolio comment for a portfolio.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param portfolioCommentId UUID portfolio_comment_id

@return PortfolioComment

func (*PortfolioApiService) GetPortfolioGoalAllUsingGet ¶ 

func (a *PortfolioApiService) GetPortfolioGoalAllUsingGet(ctx context.Context, localVarOptionals *PortfolioApiGetPortfolioGoalAllUsingGetOpts) (PagePortfolioGoal, *http.Response, error)

func (*PortfolioApiService) GetPortfolioGoalUsingGet ¶ 

func (a *PortfolioApiService) GetPortfolioGoalUsingGet(ctx context.Context, portfolioGoalId string) (PortfolioGoal, *http.Response, error)

PortfolioApiService Retrieve an portfolio goal Retrieve the information for a specific portfolio-goal mapping.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param portfolioGoalId UUID portfolio_goal_id

@return PortfolioGoal

func (*PortfolioApiService) GetPortfolioHoldingAllUsingGet ¶ 

func (a *PortfolioApiService) GetPortfolioHoldingAllUsingGet(ctx context.Context, localVarOptionals *PortfolioApiGetPortfolioHoldingAllUsingGetOpts) (PagePortfolioHoldingLog, *http.Response, error)

func (*PortfolioApiService) GetPortfolioHoldingUsingGet ¶ 

func (a *PortfolioApiService) GetPortfolioHoldingUsingGet(ctx context.Context, portfolioHoldingId string, localVarOptionals *PortfolioApiGetPortfolioHoldingUsingGetOpts) (PortfolioHoldingLog, *http.Response, error)

func (*PortfolioApiService) GetPortfolioTransactionAllUsingGet ¶ 

func (a *PortfolioApiService) GetPortfolioTransactionAllUsingGet(ctx context.Context, localVarOptionals *PortfolioApiGetPortfolioTransactionAllUsingGetOpts) (PagePortfolioTransaction, *http.Response, error)

func (*PortfolioApiService) GetPortfolioTransactionUsingGet ¶ 

func (a *PortfolioApiService) GetPortfolioTransactionUsingGet(ctx context.Context, portfolioTransactionId string, localVarOptionals *PortfolioApiGetPortfolioTransactionUsingGetOpts) (PortfolioTransaction, *http.Response, error)

func (*PortfolioApiService) GetPortfolioUsingGet ¶ 

func (a *PortfolioApiService) GetPortfolioUsingGet(ctx context.Context, portfolioId string) (Portfolio, *http.Response, error)

PortfolioApiService Retrieve a portfolio Retrieve a portfolio for an account.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param portfolioId UUID portfolio_id

@return Portfolio

func (*PortfolioApiService) UpdatePortfolioAssetSizeUsingPut ¶ 

func (a *PortfolioApiService) UpdatePortfolioAssetSizeUsingPut(ctx context.Context, portfolioAssetSize interface{}, portfolioAssetSizeId string) (PortfolioAssetSizeLog, *http.Response, error)

PortfolioApiService Update a portfolio asset size Update the information for a portfolio asset size record for a portfolio.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param portfolioAssetSize portfolio_asset_size
  • @param portfolioAssetSizeId UUID portfolio_asset_size_id

@return PortfolioAssetSizeLog

func (*PortfolioApiService) UpdatePortfolioCommentUsingPut ¶ 

func (a *PortfolioApiService) UpdatePortfolioCommentUsingPut(ctx context.Context, portfolioComment interface{}, portfolioCommentId string) (PortfolioComment, *http.Response, error)

PortfolioApiService Update a portfolio comment Update the information for a portfolio comment for a portfolio.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param portfolioComment portfolio_comment
  • @param portfolioCommentId UUID portfolio_comment_id

@return PortfolioComment

func (*PortfolioApiService) UpdatePortfolioGoalUsingPut ¶ 

func (a *PortfolioApiService) UpdatePortfolioGoalUsingPut(ctx context.Context, portfolioGoal interface{}, portfolioGoalId string) (PortfolioGoal, *http.Response, error)

PortfolioApiService Update an portfolio goal Update the information for an portfolio-goal mapping.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param portfolioGoal portfolio_goal
  • @param portfolioGoalId UUID portfolio_goal_id

@return PortfolioGoal

func (*PortfolioApiService) UpdatePortfolioHoldingUsingPut ¶ 

func (a *PortfolioApiService) UpdatePortfolioHoldingUsingPut(ctx context.Context, portfolioHolding interface{}, portfolioHoldingId string) (PortfolioHoldingLog, *http.Response, error)

PortfolioApiService Update a portfolio holding Update the information for a portfolio holding record for a portfolio.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param portfolioHolding portfolio_holding
  • @param portfolioHoldingId UUID portfolio_holding_id

@return PortfolioHoldingLog

func (*PortfolioApiService) UpdatePortfolioTransactionUsingPut ¶ 

func (a *PortfolioApiService) UpdatePortfolioTransactionUsingPut(ctx context.Context, portfolioTransaction interface{}, portfolioTransactionId string) (PortfolioTransaction, *http.Response, error)

PortfolioApiService Update a portfolio transaction Update the information for a portfolio transaction record for a portfolio.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param portfolioTransaction portfolio_transaction
  • @param portfolioTransactionId UUID portfolio_transaction_id

@return PortfolioTransaction

func (*PortfolioApiService) UpdatePortfolioUsingPut ¶ 

func (a *PortfolioApiService) UpdatePortfolioUsingPut(ctx context.Context, portfolio interface{}, portfolioId string) (Portfolio, *http.Response, error)

PortfolioApiService Update a portfolio Update a portfolio for an account.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param portfolio portfolio
  • @param portfolioId UUID portfolio_id

@return Portfolio

type PortfolioAssetSizeLog ¶ 

type PortfolioAssetSizeLog struct {
	// accountId
	AccountId string `json:"account_id"`
	// asset_size
	AssetSize float64 `json:"asset_size"`
	// asset_size_available
	AssetSizeAvailable float64 `json:"asset_size_available,omitempty"`
	// asset_size_pending
	AssetSizePending float64 `json:"asset_size_pending,omitempty"`
	// cash_flow
	CashFlow   float64 `json:"cash_flow"`
	CreateDate string  `json:"create_date,omitempty"`
	// currency_code
	CurrencyCode string `json:"currency_code,omitempty"`
	// date
	Date string `json:"date"`
	Id   string `json:"id,omitempty"`
	// modelId
	ModelId string `json:"model_id"`
	// portfolioId
	PortfolioId string `json:"portfolio_id"`
	SecondaryId string `json:"secondary_id,omitempty"`
	UpdateDate  string `json:"update_date,omitempty"`
}

PortfolioAssetSizeLog Object

type PortfolioComment ¶ 

type PortfolioComment struct {
	// accountId
	AccountId  string `json:"account_id"`
	CreateDate string `json:"create_date,omitempty"`
	Id         string `json:"id,omitempty"`
	// isRead
	IsRead bool `json:"is_read,omitempty"`
	// modelCommentId
	ModelCommentId string `json:"model_comment_id"`
	// modelId
	ModelId string `json:"model_id"`
	// portfolioId
	PortfolioId string `json:"portfolio_id"`
	SecondaryId string `json:"secondary_id,omitempty"`
	UpdateDate  string `json:"update_date,omitempty"`
}

PortfolioComment Object

type PortfolioGoal ¶ 

type PortfolioGoal struct {
	CreateDate string `json:"create_date,omitempty"`
	// date
	Date  string             `json:"date"`
	Goals []PortfolioGoalMap `json:"goals"`
	Id    string             `json:"id,omitempty"`
	// portfolioId
	PortfolioId string `json:"portfolio_id"`
	SecondaryId string `json:"secondary_id,omitempty"`
	UpdateDate  string `json:"update_date,omitempty"`
}

PortfolioGoal Object

type PortfolioGoalMap ¶ 

type PortfolioGoalMap struct {
	// goal_id
	GoalId string `json:"goal_id"`
	// weight
	Weight float64 `json:"weight"`
}

type PortfolioHoldingAgg ¶ 

type PortfolioHoldingAgg struct {
	// amount
	Amount float64 `json:"amount,omitempty"`
	// costBasis
	CostBasis float64 `json:"cost_basis,omitempty"`
	// currencyCode
	CurrencyCode string `json:"currency_code,omitempty"`
	// date
	Date string `json:"date,omitempty"`
	// securityId
	SecurityId string `json:"security_id,omitempty"`
	// shares
	Shares float64 `json:"shares,omitempty"`
	// weight
	Weight float64 `json:"weight,omitempty"`
}

PortfolioHoldingAgg Object

type PortfolioHoldingLog ¶ 

type PortfolioHoldingLog struct {
	// accountId
	AccountId string `json:"account_id"`
	// amount
	Amount float64 `json:"amount,omitempty"`
	// cost_basis
	CostBasis  float64 `json:"cost_basis,omitempty"`
	CreateDate string  `json:"create_date,omitempty"`
	// currency_code
	CurrencyCode string `json:"currency_code,omitempty"`
	// date
	Date string `json:"date"`
	Id   string `json:"id,omitempty"`
	// modelId
	ModelId string `json:"model_id"`
	// portfolioId
	PortfolioId string `json:"portfolio_id"`
	SecondaryId string `json:"secondary_id,omitempty"`
	// securityId
	SecurityId string `json:"security_id"`
	// shares
	Shares     float64 `json:"shares"`
	UpdateDate string  `json:"update_date,omitempty"`
	// weight
	Weight float64 `json:"weight,omitempty"`
}

PortfolioHoldingLog Object

type PortfolioTransaction ¶ 

type PortfolioTransaction struct {
	// accountId
	AccountId string `json:"account_id"`
	// amount
	Amount float64 `json:"amount,omitempty"`
	// balance
	Balance float64 `json:"balance,omitempty"`
	// category
	Category   string `json:"category,omitempty"`
	Check      *Check `json:"check,omitempty"`
	CreateDate string `json:"create_date,omitempty"`
	// currency_code
	CurrencyCode string `json:"currency_code,omitempty"`
	// date
	Date string `json:"date"`
	// dateAvailable
	DateAvailable string `json:"date_available,omitempty"`
	// description
	Description string `json:"description,omitempty"`
	// fundingId
	FundingId string `json:"funding_id,omitempty"`
	Id        string `json:"id,omitempty"`
	// is_cleansed
	IsCleansed bool `json:"is_cleansed,omitempty"`
	// is_disputed
	IsDisputed bool `json:"is_disputed,omitempty"`
	// isRead
	IsRead bool `json:"is_read,omitempty"`
	// is_recurring
	IsRecurring bool `json:"is_recurring,omitempty"`
	// location
	Location *Location `json:"location,omitempty"`
	// memo
	Memo string `json:"memo,omitempty"`
	// merchant
	Merchant string `json:"merchant,omitempty"`
	// merchant_category_code
	MerchantCategoryCode int32 `json:"merchant_category_code,omitempty"`
	// merchantId
	MerchantId string `json:"merchant_id,omitempty"`
	// metadata
	Metadata map[string]string `json:"metadata,omitempty"`
	// mid
	Mid string `json:"mid,omitempty"`
	// modelId
	ModelId string `json:"model_id"`
	// portfolioId
	PortfolioId string `json:"portfolio_id"`
	// price
	Price float64 `json:"price,omitempty"`
	// quantity
	Quantity    float64 `json:"quantity,omitempty"`
	SecondaryId string  `json:"secondary_id,omitempty"`
	// securityId
	SecurityId string `json:"security_id,omitempty"`
	// status
	Status string `json:"status,omitempty"`
	// subcategory
	Subcategory string `json:"subcategory,omitempty"`
	// transactionCategoryId
	TransactionCategoryId string `json:"transaction_category_id,omitempty"`
	// alertId
	TransactionCodeId string `json:"transaction_code_id"`
	UpdateDate        string `json:"update_date,omitempty"`
}

PortfolioTransaction Object

type Question ¶ 

type Question struct {
	Answers []Answer `json:"answers,omitempty"`
	// category
	Category   string `json:"category,omitempty"`
	CreateDate string `json:"create_date,omitempty"`
	// description
	Description string `json:"description,omitempty"`
	// document
	Document string `json:"document,omitempty"`
	Id       string `json:"id,omitempty"`
	// image
	Image string `json:"image,omitempty"`
	// is_account
	IsAccount bool `json:"is_account,omitempty"`
	// metadata
	Metadata map[string]string `json:"metadata,omitempty"`
	// order_index
	OrderIndex string `json:"order_index,omitempty"`
	// question_type
	QuestionType  string         `json:"question_type,omitempty"`
	Questionnaire *Questionnaire `json:"questionnaire,omitempty"`
	// questionnaireId
	QuestionnaireId string `json:"questionnaire_id,omitempty"`
	SecondaryId     string `json:"secondary_id,omitempty"`
	// subcategory
	Subcategory string `json:"subcategory,omitempty"`
	// title
	Title string `json:"title,omitempty"`
	// tooltip
	Tooltip    string `json:"tooltip,omitempty"`
	UpdateDate string `json:"update_date,omitempty"`
	// weight
	Weight float64 `json:"weight,omitempty"`
}

Question Object

type Questionnaire ¶ 

type Questionnaire struct {
	CreateDate string `json:"create_date,omitempty"`
	// decision_tree_id
	DecisionTreeId string `json:"decision_tree_id,omitempty"`
	// description
	Description string `json:"description,omitempty"`
	Id          string `json:"id,omitempty"`
	// is_active
	IsActive bool `json:"is_active,omitempty"`
	// metadata
	Metadata map[string]string `json:"metadata,omitempty"`
	// name
	Name        string     `json:"name"`
	Questions   []Question `json:"questions,omitempty"`
	SecondaryId string     `json:"secondary_id,omitempty"`
	// type
	Type_      string `json:"type,omitempty"`
	UpdateDate string `json:"update_date,omitempty"`
}

Questionnaire Object

type QuestionnaireApiGetAnswerAllUsingGetOpts ¶ 

type QuestionnaireApiGetAnswerAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type QuestionnaireApiGetQuestionAllUsingGetOpts ¶ 

type QuestionnaireApiGetQuestionAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type QuestionnaireApiGetQuestionnaireAllUsingGetOpts ¶ 

type QuestionnaireApiGetQuestionnaireAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type QuestionnaireApiService ¶ 

type QuestionnaireApiService service

func (*QuestionnaireApiService) CreateAnswerUsingPost ¶ 

func (a *QuestionnaireApiService) CreateAnswerUsingPost(ctx context.Context, answer Answer) (Answer, *http.Response, error)

QuestionnaireApiService Create an answer Create a new answer for question.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param answer answer

@return Answer

func (*QuestionnaireApiService) CreateQuestionUsingPost ¶ 

func (a *QuestionnaireApiService) CreateQuestionUsingPost(ctx context.Context, question Question) (Question, *http.Response, error)

QuestionnaireApiService Create a question Create a new question for questionnaire.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param question question

@return Question

func (*QuestionnaireApiService) CreateQuestionnaireUsingPost ¶ 

func (a *QuestionnaireApiService) CreateQuestionnaireUsingPost(ctx context.Context, questionnaire Questionnaire) (Questionnaire, *http.Response, error)

QuestionnaireApiService Create a questionnaire Create a new questionnaire for your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param questionnaire questionnaire

@return Questionnaire

func (*QuestionnaireApiService) DeleteAnswerUsingDelete ¶ 

func (a *QuestionnaireApiService) DeleteAnswerUsingDelete(ctx context.Context, answerId string) (*http.Response, error)

QuestionnaireApiService Delete an answer Delete an answer for the question

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param answerId UUID answer_id

func (*QuestionnaireApiService) DeleteQuestionUsingDelete ¶ 

func (a *QuestionnaireApiService) DeleteQuestionUsingDelete(ctx context.Context, questionId string) (*http.Response, error)

QuestionnaireApiService Delete a question Delete an answer for the question

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param questionId UUID question_id

func (*QuestionnaireApiService) DeleteQuestionnaireUsingDelete ¶ 

func (a *QuestionnaireApiService) DeleteQuestionnaireUsingDelete(ctx context.Context, questionnaireId string) (*http.Response, error)

QuestionnaireApiService Delete a questionnaire Permanently delete a questionnaire for your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param questionnaireId UUID questionnaire_id

func (*QuestionnaireApiService) GetAnswerAllUsingGet ¶ 

func (a *QuestionnaireApiService) GetAnswerAllUsingGet(ctx context.Context, localVarOptionals *QuestionnaireApiGetAnswerAllUsingGetOpts) (PageAnswer, *http.Response, error)

func (*QuestionnaireApiService) GetAnswerUsingGet ¶ 

func (a *QuestionnaireApiService) GetAnswerUsingGet(ctx context.Context, answerId string) (Answer, *http.Response, error)

QuestionnaireApiService Retrieve an answer Retrieve the information for an answer for question

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param answerId UUID answer_id

@return Answer

func (*QuestionnaireApiService) GetQuestionAllUsingGet ¶ 

func (a *QuestionnaireApiService) GetQuestionAllUsingGet(ctx context.Context, localVarOptionals *QuestionnaireApiGetQuestionAllUsingGetOpts) (PageQuestion, *http.Response, error)

func (*QuestionnaireApiService) GetQuestionUsingGet ¶ 

func (a *QuestionnaireApiService) GetQuestionUsingGet(ctx context.Context, questionId string) (Question, *http.Response, error)

QuestionnaireApiService Retrieve a question Retrieve the information for a question for questionnaire

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param questionId UUID question_id

@return Question

func (*QuestionnaireApiService) GetQuestionnaireAllUsingGet ¶ 

func (a *QuestionnaireApiService) GetQuestionnaireAllUsingGet(ctx context.Context, localVarOptionals *QuestionnaireApiGetQuestionnaireAllUsingGetOpts) (PageQuestionnaire, *http.Response, error)

func (*QuestionnaireApiService) GetQuestionnaireUsingGet ¶ 

func (a *QuestionnaireApiService) GetQuestionnaireUsingGet(ctx context.Context, questionnaireId string) (Questionnaire, *http.Response, error)

QuestionnaireApiService Retrieve a questionnaire Retrieve the information for a questionnaire for your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param questionnaireId UUID questionnaire_id

@return Questionnaire

func (*QuestionnaireApiService) UpdateAnswerUsingPut ¶ 

func (a *QuestionnaireApiService) UpdateAnswerUsingPut(ctx context.Context, answer interface{}, answerId string) (Answer, *http.Response, error)

QuestionnaireApiService Update an answer Update a answer for question.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param answer answer
  • @param answerId UUID answer_id

@return Answer

func (*QuestionnaireApiService) UpdateQuestionUsingPut ¶ 

func (a *QuestionnaireApiService) UpdateQuestionUsingPut(ctx context.Context, question interface{}, questionId string) (Question, *http.Response, error)

QuestionnaireApiService Update a question. Update a question for questionnaire.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param question question
  • @param questionId UUID question_id

@return Question

func (*QuestionnaireApiService) UpdateQuestionnaireUsingPut ¶ 

func (a *QuestionnaireApiService) UpdateQuestionnaireUsingPut(ctx context.Context, questionnaire interface{}, questionnaireId string) (Questionnaire, *http.Response, error)

QuestionnaireApiService Update a questionnaire Update a questionnaire for your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param questionnaire questionnaire
  • @param questionnaireId UUID questionnaire_id

@return Questionnaire

type ReasonCode ¶ 

type ReasonCode struct {
	// category
	Category   string            `json:"category,omitempty"`
	CreateDate string            `json:"create_date,omitempty"`
	Id         string            `json:"id,omitempty"`
	Metadata   map[string]string `json:"metadata,omitempty"`
	// reasonCode
	ReasonCode string `json:"reason_code"`
	// reasonCodeDescription
	ReasonCodeDescription string `json:"reason_code_description,omitempty"`
	// reasonType
	ReasonType  string `json:"reason_type,omitempty"`
	SecondaryId string `json:"secondary_id,omitempty"`
	// subcategory
	Subcategory string `json:"subcategory,omitempty"`
	UpdateDate  string `json:"update_date,omitempty"`
}

type ResourceApiGetAccountResultForMappingOpts ¶ 

type ResourceApiGetAccountResultForMappingOpts struct {
	Filter                    optional.String
	HydrogenAccountCategoryId optional.Interface
	MatchPrimary              optional.Bool
	TenantName                optional.String
	VendorName                optional.String
}

type ResourceApiGetAllMerchantCategoryCodeUsingGetOpts ¶ 

type ResourceApiGetAllMerchantCategoryCodeUsingGetOpts struct {
	Filter optional.String
}

type ResourceApiGetAllStatesUsingGetOpts ¶ 

type ResourceApiGetAllStatesUsingGetOpts struct {
	CountryCode optional.String
}

type ResourceApiGetCurrencyExchangeRateAllUsingGetOpts ¶ 

type ResourceApiGetCurrencyExchangeRateAllUsingGetOpts struct {
	Filter optional.String
}

type ResourceApiGetInstitutionAllUsingGetOpts ¶ 

type ResourceApiGetInstitutionAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type ResourceApiGetMerchantsAllUsingGetOpts ¶ 

type ResourceApiGetMerchantsAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type ResourceApiGetTransactionResultForMappingOpts ¶ 

type ResourceApiGetTransactionResultForMappingOpts struct {
	Filter                        optional.String
	HydrogenTransactionCategoryId optional.Interface
	MatchPrimary                  optional.Bool
	TenantName                    optional.String
	VendorName                    optional.String
}

type ResourceApiService ¶ 

type ResourceApiService service

func (*ResourceApiService) CreateFxRateBulkUsingPost ¶ 

func (a *ResourceApiService) CreateFxRateBulkUsingPost(ctx context.Context, fxRateList []FxRate) ([]FxRate, *http.Response, error)

ResourceApiService Create a bulk fxRate Create a bulk fxRate.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param fxRateList fxRateList

@return []FxRate

func (*ResourceApiService) CreateInstitutionUsingPost ¶ 

func (a *ResourceApiService) CreateInstitutionUsingPost(ctx context.Context, institution Institution) (Institution, *http.Response, error)

ResourceApiService Create a institution Create a new institution.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param institution institution

@return Institution

func (*ResourceApiService) DeleteInstitutionUsingDelete ¶ 

func (a *ResourceApiService) DeleteInstitutionUsingDelete(ctx context.Context, institutionId string) (*http.Response, error)

ResourceApiService Delete a institution Delete a institution.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param institutionId UUID institution_id

func (*ResourceApiService) GetAccountResultForMapping ¶ 

func (a *ResourceApiService) GetAccountResultForMapping(ctx context.Context, localVarOptionals *ResourceApiGetAccountResultForMappingOpts) ([]interface{}, *http.Response, error)

func (*ResourceApiService) GetAllCountryUsingGet ¶ 

func (a *ResourceApiService) GetAllCountryUsingGet(ctx context.Context) ([]Country, *http.Response, error)

ResourceApiService Get All Countries Get All Countries.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().

@return []Country

func (*ResourceApiService) GetAllCurrencyUsingGet ¶ 

func (a *ResourceApiService) GetAllCurrencyUsingGet(ctx context.Context) ([]Currency, *http.Response, error)

ResourceApiService Get All Currencies Get All Currencies.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().

@return []Currency

func (*ResourceApiService) GetAllMerchantCategoryCodeUsingGet ¶ 

func (a *ResourceApiService) GetAllMerchantCategoryCodeUsingGet(ctx context.Context, localVarOptionals *ResourceApiGetAllMerchantCategoryCodeUsingGetOpts) ([]MerchantCategoryCode, *http.Response, error)

func (*ResourceApiService) GetAllStatesUsingGet ¶ 

func (a *ResourceApiService) GetAllStatesUsingGet(ctx context.Context, localVarOptionals *ResourceApiGetAllStatesUsingGetOpts) ([]State, *http.Response, error)

func (*ResourceApiService) GetAllStatisticsUsingGet ¶ 

func (a *ResourceApiService) GetAllStatisticsUsingGet(ctx context.Context) (map[string][]StatisticResourceVo, *http.Response, error)

ResourceApiService List all statistic resource Get the information for all possible statistic resource.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().

@return map[string][]StatisticResourceVo

func (*ResourceApiService) GetCurrencyExchangeRateAllUsingGet ¶ 

func (a *ResourceApiService) GetCurrencyExchangeRateAllUsingGet(ctx context.Context, localVarOptionals *ResourceApiGetCurrencyExchangeRateAllUsingGetOpts) ([]FxRateView, *http.Response, error)

func (*ResourceApiService) GetInstitutionAllUsingGet ¶ 

func (a *ResourceApiService) GetInstitutionAllUsingGet(ctx context.Context, localVarOptionals *ResourceApiGetInstitutionAllUsingGetOpts) (PageInstitution, *http.Response, error)

func (*ResourceApiService) GetInstitutionUsingGet ¶ 

func (a *ResourceApiService) GetInstitutionUsingGet(ctx context.Context, institutionId string) (Institution, *http.Response, error)

ResourceApiService Retrieve a institution Retrieve a institution.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param institutionId UUID institution_id

@return Institution

func (*ResourceApiService) GetMerchantsAllUsingGet ¶ 

func (a *ResourceApiService) GetMerchantsAllUsingGet(ctx context.Context, localVarOptionals *ResourceApiGetMerchantsAllUsingGetOpts) (MxMerchantRes, *http.Response, error)

func (*ResourceApiService) GetTransactionResultForMapping ¶ 

func (a *ResourceApiService) GetTransactionResultForMapping(ctx context.Context, localVarOptionals *ResourceApiGetTransactionResultForMappingOpts) ([]interface{}, *http.Response, error)

func (*ResourceApiService) UpdateInstitutionUsingPut ¶ 

func (a *ResourceApiService) UpdateInstitutionUsingPut(ctx context.Context, institution interface{}, institutionId string) (Institution, *http.Response, error)

ResourceApiService Update a institution Update a institution.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param institution institution
  • @param institutionId UUID institution_id

@return Institution

type RiskProfile ¶ 

type RiskProfile struct {
	// description
	Category string `json:"category,omitempty"`
	// clientId
	ClientId   string `json:"client_id,omitempty"`
	CreateDate string `json:"create_date,omitempty"`
	// description
	Description string `json:"description,omitempty"`
	Id          string `json:"id,omitempty"`
	// metadata
	Metadata map[string]string `json:"metadata,omitempty"`
	// name
	Name string `json:"name"`
	// risk_score_max
	RiskScoreMax float64 `json:"risk_score_max,omitempty"`
	// risk_score_min
	RiskScoreMin float64 `json:"risk_score_min,omitempty"`
	SecondaryId  string  `json:"secondary_id,omitempty"`
	UpdateDate   string  `json:"update_date,omitempty"`
}

RiskProfile Object

type RiskProfileApiGetRiskProfileAllUsingGetOpts ¶ 

type RiskProfileApiGetRiskProfileAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type RiskProfileApiService ¶ 

type RiskProfileApiService service

func (*RiskProfileApiService) CreateRiskProfileUsingPost ¶ 

func (a *RiskProfileApiService) CreateRiskProfileUsingPost(ctx context.Context, riskProfile RiskProfile) (RiskProfile, *http.Response, error)

RiskProfileApiService Create a Risk Profile Create a new Risk Profile.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param riskProfile riskProfile

@return RiskProfile

func (*RiskProfileApiService) DeleteRiskProfileUsingDelete ¶ 

func (a *RiskProfileApiService) DeleteRiskProfileUsingDelete(ctx context.Context, riskProfileId string) (*http.Response, error)

RiskProfileApiService Delete a Risk Profile Permanently Delete a Risk Profile.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param riskProfileId UUID risk_profile_id

func (*RiskProfileApiService) GetRiskProfileAllUsingGet ¶ 

func (a *RiskProfileApiService) GetRiskProfileAllUsingGet(ctx context.Context, localVarOptionals *RiskProfileApiGetRiskProfileAllUsingGetOpts) (PageRiskProfile, *http.Response, error)

func (*RiskProfileApiService) GetRiskProfileUsingGet ¶ 

func (a *RiskProfileApiService) GetRiskProfileUsingGet(ctx context.Context, riskProfileId string) (RiskProfile, *http.Response, error)

RiskProfileApiService Get a Risk Profile Get a Risk Profile.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param riskProfileId UUID risk_profile_id

@return RiskProfile

func (*RiskProfileApiService) UpdateRiskProfileUsingPut ¶ 

func (a *RiskProfileApiService) UpdateRiskProfileUsingPut(ctx context.Context, riskProfile interface{}, riskProfileId string) (RiskProfile, *http.Response, error)

RiskProfileApiService Update a Risk Profile Update a Risk Profile.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param riskProfile risk_profile
  • @param riskProfileId UUID risk_profile_id

@return RiskProfile

type Roundup ¶ 

type Roundup struct {
	// account_id
	AccountId string `json:"account_id"`
	// client_id
	ClientId        string              `json:"client_id"`
	CreateDate      string              `json:"create_date,omitempty"`
	FundingRequests []FundingRequestMap `json:"funding_requests,omitempty"`
	Id              string              `json:"id,omitempty"`
	// roundup_setting_id
	RoundupSettingId string `json:"roundup_setting_id"`
	// totalRoundupAmount
	TotalRoundupAmount float64 `json:"total_roundup_amount,omitempty"`
	UpdateDate         string  `json:"update_date,omitempty"`
}

Roundup Object

type RoundupApiGetRoundupAllUsingGetOpts ¶ 

type RoundupApiGetRoundupAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type RoundupApiGetRoundupSettingsAllUsingGetOpts ¶ 

type RoundupApiGetRoundupSettingsAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type RoundupApiService ¶ 

type RoundupApiService service

func (*RoundupApiService) CreateRoundupSettingsUsingPost ¶ 

func (a *RoundupApiService) CreateRoundupSettingsUsingPost(ctx context.Context, roundupSettings RoundupSettings) (RoundupSettings, *http.Response, error)

RoundupApiService Create a Roundup Settings Create a Roundup Settings for Roundup amount with your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param roundupSettings roundupSettings

@return RoundupSettings

func (*RoundupApiService) CreateRoundupUsingPost ¶ 

func (a *RoundupApiService) CreateRoundupUsingPost(ctx context.Context, roundupCO RoundupCo) (Roundup, *http.Response, error)

RoundupApiService Create a roundup Create a new roundup with your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param roundupCO roundupCO

@return Roundup

func (*RoundupApiService) DeleteRoundupSettingsUsingDelete ¶ 

func (a *RoundupApiService) DeleteRoundupSettingsUsingDelete(ctx context.Context, roundupSettingId string) (*http.Response, error)

RoundupApiService Delete a roundup settings Permanently delete a roundup settings registered with your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param roundupSettingId UUID roundup_setting_id

func (*RoundupApiService) GetRoundupAllUsingGet ¶ 

func (a *RoundupApiService) GetRoundupAllUsingGet(ctx context.Context, localVarOptionals *RoundupApiGetRoundupAllUsingGetOpts) (PageRoundup, *http.Response, error)

func (*RoundupApiService) GetRoundupSettingsAllUsingGet ¶ 

func (a *RoundupApiService) GetRoundupSettingsAllUsingGet(ctx context.Context, localVarOptionals *RoundupApiGetRoundupSettingsAllUsingGetOpts) (PageRoundupSettings, *http.Response, error)

func (*RoundupApiService) GetRoundupSettingsUsingGet ¶ 

func (a *RoundupApiService) GetRoundupSettingsUsingGet(ctx context.Context, roundupSettingId string) (RoundupSettings, *http.Response, error)

RoundupApiService Retrieve a Roundup Setting Retrieve the information for a Roundup Settings with your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param roundupSettingId UUID roundup_setting_id

@return RoundupSettings

func (*RoundupApiService) GetRoundupUsingGet ¶ 

func (a *RoundupApiService) GetRoundupUsingGet(ctx context.Context, roundupId string) (Roundup, *http.Response, error)

RoundupApiService Retrieve a Roundup Retrieve the information for a Roundup.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param roundupId UUID roundup_id

@return Roundup

func (*RoundupApiService) UpdateRoundupSettingsUsingPut ¶ 

func (a *RoundupApiService) UpdateRoundupSettingsUsingPut(ctx context.Context, roundupSetting interface{}, roundupSettingId string) (RoundupSettings, *http.Response, error)

RoundupApiService Update a roundup settings Update the information for a roundup setting registered with your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param roundupSetting roundup_setting
  • @param roundupSettingId UUID roundup_setting_id

@return RoundupSettings

type RoundupCo ¶ 

type RoundupCo struct {
	FundingStartDate     string `json:"funding_start_date"`
	RoundupSettingId     string `json:"roundup_setting_id"`
	TransactionEndDate   string `json:"transaction_end_date,omitempty"`
	TransactionStartDate string `json:"transaction_start_date"`
	UpdateTransactions   bool   `json:"update_transactions,omitempty"`
}

type RoundupSettings ¶ 

type RoundupSettings struct {
	// account_id
	AccountId           string                   `json:"account_id"`
	Accounts            []AccountMap             `json:"accounts,omitempty"`
	AggregationAccounts []AggregationAccountsMap `json:"aggregation_accounts,omitempty"`
	BankLinks           []BankLinkMap            `json:"bank_links"`
	Categories          []CategoriesMap          `json:"categories,omitempty"`
	// client_id
	ClientId   string `json:"client_id"`
	CreateDate string `json:"create_date,omitempty"`
	Id         string `json:"id,omitempty"`
	// is_active
	IsActive  bool           `json:"is_active,omitempty"`
	Merchants []MerchantsMap `json:"merchants,omitempty"`
	// metadata
	Metadata map[string]string `json:"metadata,omitempty"`
	// portfolio_id
	PortfolioId string `json:"portfolio_id,omitempty"`
	SecondaryId string `json:"secondary_id,omitempty"`
	UpdateDate  string `json:"update_date,omitempty"`
}

Roundup Settings Object

type Score ¶ 

type Score struct {
	// accountId
	AccountId string `json:"account_id,omitempty"`
	// allocationId
	AllocationId string `json:"allocation_id,omitempty"`
	// benchmarkId
	BenchmarkId string `json:"benchmark_id,omitempty"`
	// clientId
	ClientId   string `json:"client_id,omitempty"`
	CreateDate string `json:"create_date,omitempty"`
	// goalId
	GoalId string `json:"goal_id,omitempty"`
	Id     string `json:"id,omitempty"`
	// metadata
	Metadata map[string]string `json:"metadata,omitempty"`
	// modelId
	ModelId string `json:"model_id,omitempty"`
	// portfolioId
	PortfolioId    string `json:"portfolio_id,omitempty"`
	ScoreTimeStamp string `json:"score_time_stamp,omitempty"`
	// scoreType
	ScoreType string `json:"score_type"`
	// scoreValue
	ScoreValue  string `json:"score_value"`
	SecondaryId string `json:"secondary_id,omitempty"`
	// securityId
	SecurityId string `json:"security_id,omitempty"`
	UpdateDate string `json:"update_date,omitempty"`
}

Score Object

type ScoreApiGetScoreAllUsingGetOpts ¶ 

type ScoreApiGetScoreAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type ScoreApiService ¶ 

type ScoreApiService service

func (*ScoreApiService) CreateScoreUsingPost ¶ 

func (a *ScoreApiService) CreateScoreUsingPost(ctx context.Context, score Score) (Score, *http.Response, error)

ScoreApiService Create a score Create a score for a client, account, goal, portfolio, allocation, model, benchmark or security.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param score score

@return Score

func (*ScoreApiService) DeleteScoreUsingDelete ¶ 

func (a *ScoreApiService) DeleteScoreUsingDelete(ctx context.Context, scoreId string) (*http.Response, error)

ScoreApiService Delete a score Permanently delete a score

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param scoreId UUID score_id

func (*ScoreApiService) GetScoreAllUsingGet ¶ 

func (a *ScoreApiService) GetScoreAllUsingGet(ctx context.Context, localVarOptionals *ScoreApiGetScoreAllUsingGetOpts) (PageScore, *http.Response, error)

func (*ScoreApiService) GetScoreUsingGet ¶ 

func (a *ScoreApiService) GetScoreUsingGet(ctx context.Context, scoreId string) (Score, *http.Response, error)

ScoreApiService Retrieve a score Retrieve the information for a specific score associated with a client, account, goal, portfolio, allocation, model, benchmark or security.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param scoreId UUID score_id

@return Score

func (*ScoreApiService) UpdateScoreUsingPut ¶ 

func (a *ScoreApiService) UpdateScoreUsingPut(ctx context.Context, score interface{}, scoreId string) (Score, *http.Response, error)

ScoreApiService Update a score Update the information for a score.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param score score
  • @param scoreId UUID score_id

@return Score

type SecuritiesApiGetSecurityAllUsingGetOpts ¶ 

type SecuritiesApiGetSecurityAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type SecuritiesApiGetSecurityExclusionAllUsingGetOpts ¶ 

type SecuritiesApiGetSecurityExclusionAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type SecuritiesApiGetSecurityPriceAllUsingGetOpts ¶ 

type SecuritiesApiGetSecurityPriceAllUsingGetOpts struct {
	Ascending          optional.Bool
	CurrencyConversion optional.String
	Filter             optional.String
	OrderBy            optional.String
	Page               optional.Int32
	Size               optional.Int32
}

type SecuritiesApiGetSecurityPriceUsingGetOpts ¶ 

type SecuritiesApiGetSecurityPriceUsingGetOpts struct {
	CurrencyConversion optional.String
}

type SecuritiesApiService ¶ 

type SecuritiesApiService service

func (*SecuritiesApiService) CreateSecurityExclusionUsingPost ¶ 

func (a *SecuritiesApiService) CreateSecurityExclusionUsingPost(ctx context.Context, securityExclusionRequest SecurityExclusion) (SecurityExclusion, *http.Response, error)

SecuritiesApiService Create a security exclusion Create a new security exclusion for a specific account or portfolio.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param securityExclusionRequest securityExclusionRequest

@return SecurityExclusion

func (*SecuritiesApiService) CreateSecurityPriceUsingPost ¶ 

func (a *SecuritiesApiService) CreateSecurityPriceUsingPost(ctx context.Context, securityPriceRequest SecurityPrice) (SecurityPrice, *http.Response, error)

SecuritiesApiService Create a security price Create a new price for a security defined for your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param securityPriceRequest securityPriceRequest

@return SecurityPrice

func (*SecuritiesApiService) CreateSecurityUsingPost ¶ 

func (a *SecuritiesApiService) CreateSecurityUsingPost(ctx context.Context, securitiesInfoRequest Security) (Security, *http.Response, error)

SecuritiesApiService Create a security Create a new security for your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param securitiesInfoRequest securitiesInfoRequest

@return Security

func (*SecuritiesApiService) DeleteSecurityExclusionUsingDelete ¶ 

func (a *SecuritiesApiService) DeleteSecurityExclusionUsingDelete(ctx context.Context, securityExclusionId string) (*http.Response, error)

SecuritiesApiService Delete a security exclusion Permanently delete a security exclusion

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param securityExclusionId UUID security_exclusion_id

func (*SecuritiesApiService) DeleteSecurityPriceUsingDelete ¶ 

func (a *SecuritiesApiService) DeleteSecurityPriceUsingDelete(ctx context.Context, securityPriceId string) (*http.Response, error)

SecuritiesApiService Delete a security price Permanently delete a security price from a security.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param securityPriceId UUID security_price_id

func (*SecuritiesApiService) DeleteSecurityUsingDelete ¶ 

func (a *SecuritiesApiService) DeleteSecurityUsingDelete(ctx context.Context, securityId string) (*http.Response, error)

SecuritiesApiService Delete a security Permanently delete a security for your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param securityId UUID security_id

func (*SecuritiesApiService) GetSecurityAllUsingGet ¶ 

func (a *SecuritiesApiService) GetSecurityAllUsingGet(ctx context.Context, localVarOptionals *SecuritiesApiGetSecurityAllUsingGetOpts) (PageSecurity, *http.Response, error)

func (*SecuritiesApiService) GetSecurityExclusionAllUsingGet ¶ 

func (a *SecuritiesApiService) GetSecurityExclusionAllUsingGet(ctx context.Context, localVarOptionals *SecuritiesApiGetSecurityExclusionAllUsingGetOpts) (PageSecurityExclusion, *http.Response, error)

func (*SecuritiesApiService) GetSecurityExclusionUsingGet ¶ 

func (a *SecuritiesApiService) GetSecurityExclusionUsingGet(ctx context.Context, securityExclusionId string) (SecurityExclusion, *http.Response, error)

SecuritiesApiService Retrieve a security exclusion Retrieve the information for a security exclusion.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param securityExclusionId UUID security_exclusion_id

@return SecurityExclusion

func (*SecuritiesApiService) GetSecurityPriceAllUsingGet ¶ 

func (a *SecuritiesApiService) GetSecurityPriceAllUsingGet(ctx context.Context, localVarOptionals *SecuritiesApiGetSecurityPriceAllUsingGetOpts) (PageSecurityPrice, *http.Response, error)

func (*SecuritiesApiService) GetSecurityPriceUsingGet ¶ 

func (a *SecuritiesApiService) GetSecurityPriceUsingGet(ctx context.Context, securityPriceId string, localVarOptionals *SecuritiesApiGetSecurityPriceUsingGetOpts) (SecurityPrice, *http.Response, error)

func (*SecuritiesApiService) GetSecurityUsingGet ¶ 

func (a *SecuritiesApiService) GetSecurityUsingGet(ctx context.Context, securityId string) (Security, *http.Response, error)

SecuritiesApiService Retrieve a security Retrieve the information for a security defined for your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param securityId UUID security_id

@return Security

func (*SecuritiesApiService) UpdateSecurityExclusionUsingPut ¶ 

func (a *SecuritiesApiService) UpdateSecurityExclusionUsingPut(ctx context.Context, securityExclusion interface{}, securityExclusionId string) (SecurityExclusion, *http.Response, error)

SecuritiesApiService Update a security exclusion Update the information for a security exclusion.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param securityExclusion security_exclusion
  • @param securityExclusionId UUID security_exclusion_id

@return SecurityExclusion

func (*SecuritiesApiService) UpdateSecurityPriceUsingPut ¶ 

func (a *SecuritiesApiService) UpdateSecurityPriceUsingPut(ctx context.Context, securityPrice interface{}, securityPriceId string) (SecurityPrice, *http.Response, error)

SecuritiesApiService Update a security price Update a security price for a security.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param securityPrice security_price
  • @param securityPriceId UUID security_price_id

@return SecurityPrice

func (*SecuritiesApiService) UpdateSecurityUsingPut ¶ 

func (a *SecuritiesApiService) UpdateSecurityUsingPut(ctx context.Context, security interface{}, securityId string) (Security, *http.Response, error)

SecuritiesApiService Update a security Update a security for your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param security security
  • @param securityId UUID security_id

@return Security

type SecuritiesComposition ¶ 

type SecuritiesComposition struct {
	// Securities Composition component Id
	ComponentId string `json:"component_id"`
	// Securities Composition End Date
	EndDate string `json:"end_date"`
	// Securities Composition Start Date
	StartDate string `json:"start_date"`
	// Securities Composition weight
	Weight float64 `json:"weight"`
}

type SecuritiesCountry ¶ 

type SecuritiesCountry struct {
	// country
	Country string `json:"country"`
	// Securities Country weight
	Weight float64 `json:"weight"`
}

type Security ¶ 

type Security struct {
	// Security asset class
	AssetClass string `json:"asset_class,omitempty"`
	// brokers
	Brokers []Brokers `json:"brokers,omitempty"`
	// Security category
	Category   string `json:"category,omitempty"`
	CreateDate string `json:"create_date,omitempty"`
	// currency_code
	CurrencyCode string `json:"currency_code,omitempty"`
	// cusip
	Cusip string `json:"cusip,omitempty"`
	// description
	Description string `json:"description,omitempty"`
	// Security exchange
	Exchange string `json:"exchange,omitempty"`
	Id       string `json:"id,omitempty"`
	// image
	Image string `json:"image,omitempty"`
	// Security industry
	Industry string `json:"industry,omitempty"`
	// Security is active
	IsActive bool `json:"is_active,omitempty"`
	// isin
	Isin string `json:"isin,omitempty"`
	// metadata
	Metadata map[string]string `json:"metadata,omitempty"`
	// Security name
	Name string `json:"name"`
	// proxy_id
	ProxyId     string `json:"proxy_id,omitempty"`
	SecondaryId string `json:"secondary_id,omitempty"`
	// Security sector
	Sector string `json:"sector,omitempty"`
	// Security class
	SecurityClass       string                  `json:"security_class,omitempty"`
	SecurityComposition []SecuritiesComposition `json:"security_composition,omitempty"`
	SecurityCountry     []SecuritiesCountry     `json:"security_country,omitempty"`
	// Security ticker
	Ticker string `json:"ticker"`
	// total_expense_ratio
	TotalExpenseRatio float32 `json:"total_expense_ratio,omitempty"`
	// Security type
	Type_      string `json:"type,omitempty"`
	UpdateDate string `json:"update_date,omitempty"`
}

type SecurityCompositionVo ¶ 

type SecurityCompositionVo struct {
	EndDate               string              `json:"end_date,omitempty"`
	SecurityAssetClass    string              `json:"security_asset_class,omitempty"`
	SecurityCountries     []SecurityCountryVo `json:"security_countries,omitempty"`
	SecurityCreateDate    string              `json:"security_create_date,omitempty"`
	SecurityId            string              `json:"security_id,omitempty"`
	SecurityIndustry      string              `json:"security_industry,omitempty"`
	SecurityName          string              `json:"security_name,omitempty"`
	SecuritySecondaryId   string              `json:"security_secondary_id,omitempty"`
	SecuritySector        string              `json:"security_sector,omitempty"`
	SecuritySecurityClass string              `json:"security_security_class,omitempty"`
	SecurityTicker        string              `json:"security_ticker,omitempty"`
	SecurityUpdateDate    string              `json:"security_update_date,omitempty"`
	SecurityWeight        float64             `json:"security_weight,omitempty"`
	StartDate             string              `json:"start_date,omitempty"`
}

type SecurityCountryVo ¶ 

type SecurityCountryVo struct {
	Country string  `json:"country,omitempty"`
	Weight  float64 `json:"weight,omitempty"`
}

type SecurityExclusion ¶ 

type SecurityExclusion struct {
	// account id
	AccountId string `json:"account_id,omitempty"`
	// Client id
	ClientId   string `json:"client_id"`
	CreateDate string `json:"create_date,omitempty"`
	Id         string `json:"id,omitempty"`
	// restrict buy
	IsRestrictBuy bool `json:"is_restrict_buy"`
	// restrict sell
	IsRestrictSell bool              `json:"is_restrict_sell"`
	Metadata       map[string]string `json:"metadata,omitempty"`
	// portfolio id
	PortfolioId string `json:"portfolio_id,omitempty"`
	SecondaryId string `json:"secondary_id,omitempty"`
	// Security id
	SecurityId string `json:"security_id"`
	UpdateDate string `json:"update_date,omitempty"`
}

SecurityExclusion Object

type SecurityPrice ¶ 

type SecurityPrice struct {
	// Security adjusted price
	AdjustedPrice float64 `json:"adjusted_price,omitempty"`
	CreateDate    string  `json:"create_date,omitempty"`
	// currency_code
	CurrencyCode string `json:"currency_code,omitempty"`
	// Security date
	Date string `json:"date"`
	// high
	High float64 `json:"high,omitempty"`
	Id   string  `json:"id,omitempty"`
	// low
	Low float64 `json:"low,omitempty"`
	// open
	Open float64 `json:"open,omitempty"`
	// Security price
	Price       float64 `json:"price"`
	SecondaryId string  `json:"secondary_id,omitempty"`
	// Security id
	SecurityId string `json:"security_id"`
	UpdateDate string `json:"update_date,omitempty"`
	// volume
	Volume float64 `json:"volume,omitempty"`
}

type Sort ¶ 

type Sort struct {
	// ascending
	Ascending bool `json:"ascending,omitempty"`
	// descending
	Descending bool `json:"descending,omitempty"`
	// direction
	Direction string `json:"direction,omitempty"`
	// ignoreCase
	IgnoreCase bool `json:"ignore_case,omitempty"`
	// nullHandling
	NullHandling string `json:"null_handling,omitempty"`
	// property
	Property string `json:"property,omitempty"`
}

Sort Object

type SpendingControl ¶ 

type SpendingControl struct {
	// client_group
	ClientGroup string `json:"client_group,omitempty"`
	// client_id
	ClientId string `json:"client_id,omitempty"`
	// controlScope
	ControlScope string `json:"control_scope"`
	// controlType
	ControlType string `json:"control_type"`
	// control_values
	ControlValues []string `json:"control_values,omitempty"`
	CreateDate    string   `json:"create_date,omitempty"`
	// currency_code
	CurrencyCode string `json:"currency_code"`
	// description
	Description string `json:"description,omitempty"`
	// frequency
	Frequency int32 `json:"frequency,omitempty"`
	// frequency_unit
	FrequencyUnit string `json:"frequency_unit,omitempty"`
	Id            string `json:"id,omitempty"`
	// is_active
	IsActive bool `json:"is_active,omitempty"`
	// limitValue
	LimitValue  float64           `json:"limit_value,omitempty"`
	Metadata    map[string]string `json:"metadata,omitempty"`
	SecondaryId string            `json:"secondary_id,omitempty"`
	UpdateDate  string            `json:"update_date,omitempty"`
}

SpendingControl Object

type SpendingControlApiGetSpendingControlAllUsingGetOpts ¶ 

type SpendingControlApiGetSpendingControlAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type SpendingControlApiService ¶ 

type SpendingControlApiService service

func (*SpendingControlApiService) CreateSpendingControlUsingPost ¶ 

func (a *SpendingControlApiService) CreateSpendingControlUsingPost(ctx context.Context, spendingControl SpendingControl) (SpendingControl, *http.Response, error)

SpendingControlApiService Create a Spending Control Create a new Spending Control.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param spendingControl spendingControl

@return SpendingControl

func (*SpendingControlApiService) DeleteSpendingControlUsingDelete ¶ 

func (a *SpendingControlApiService) DeleteSpendingControlUsingDelete(ctx context.Context, spendingControlId string) (*http.Response, error)

SpendingControlApiService Delete a Spending Control Permanently Delete Spending Control.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param spendingControlId spending_control_id

func (*SpendingControlApiService) GetSpendingControlAllUsingGet ¶ 

func (a *SpendingControlApiService) GetSpendingControlAllUsingGet(ctx context.Context, localVarOptionals *SpendingControlApiGetSpendingControlAllUsingGetOpts) (PageSpendingControl, *http.Response, error)

func (*SpendingControlApiService) GetSpendingControlUsingGet ¶ 

func (a *SpendingControlApiService) GetSpendingControlUsingGet(ctx context.Context, spendingControlId string) (SpendingControl, *http.Response, error)

SpendingControlApiService Retrieve a Spending Control Retrieve a Spending Control.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param spendingControlId spending_control_id

@return SpendingControl

func (*SpendingControlApiService) UpdateSpendingControlUsingPut ¶ 

func (a *SpendingControlApiService) UpdateSpendingControlUsingPut(ctx context.Context, spendingControl interface{}, spendingControlId string) (SpendingControl, *http.Response, error)

SpendingControlApiService Update a Spending Control Update a Spending Control.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param spendingControl spending_control
  • @param spendingControlId UUID spending_control_id

@return SpendingControl

type Stage ¶ 

type Stage struct {
	// application_id
	ApplicationId string `json:"application_id,omitempty"`
	// category
	Category   string `json:"category,omitempty"`
	CreateDate string `json:"create_date,omitempty"`
	// description
	Description string `json:"description,omitempty"`
	Id          string `json:"id,omitempty"`
	// is_account
	IsAccount bool `json:"is_account,omitempty"`
	// is_active
	IsActive bool `json:"is_active,omitempty"`
	// is_business
	IsBusiness bool `json:"is_business,omitempty"`
	// is_client
	IsClient bool `json:"is_client,omitempty"`
	// is_closed
	IsClosed bool `json:"is_closed,omitempty"`
	// is_converted
	IsConverted bool `json:"is_converted,omitempty"`
	// is_verified
	IsVerified bool              `json:"is_verified,omitempty"`
	Metadata   map[string]string `json:"metadata,omitempty"`
	// name
	Name string `json:"name"`
	// orderIndex
	OrderIndex  int32  `json:"order_index,omitempty"`
	SecondaryId string `json:"secondary_id,omitempty"`
	UpdateDate  string `json:"update_date,omitempty"`
}

Stage Object

type Stat ¶ 

type Stat struct {
	// statName
	StatName string `json:"stat_name"`
	// statValue
	StatValue float64 `json:"stat_value"`
}

Stat Object

type State ¶ 

type State struct {
	// abbreviation
	Abbreviation string `json:"abbreviation,omitempty"`
	// countryCode
	CountryCode string `json:"country_code,omitempty"`
	// state
	State string `json:"state,omitempty"`
}

type StatisticResourceVo ¶ 

type StatisticResourceVo struct {
	Description string `json:"description,omitempty"`
	Parameter   string `json:"parameter,omitempty"`
	StatName    string `json:"stat_name,omitempty"`
	Type_       string `json:"type,omitempty"`
}

type TokenDateRequest ¶ 

type TokenDateRequest struct {
	// accountId
	AccountId string `json:"account_id,omitempty"`
	// buyTransactionCodeId
	BuyTransactionCodeId string `json:"buy_transaction_code_id,omitempty"`
	// clientId
	ClientId string `json:"client_id,omitempty"`
	// date
	Date string `json:"date,omitempty"`
	// sellTransactionCodeId
	SellTransactionCodeId string `json:"sell_transaction_code_id,omitempty"`
	// tenantId
	TenantId string `json:"tenant_id,omitempty"`
}

TokenDateRequest Object

type TransactionCode ¶ 

type TransactionCode struct {
	// category
	Category    string            `json:"category,omitempty"`
	CreateDate  string            `json:"create_date,omitempty"`
	Id          string            `json:"id,omitempty"`
	IsBuy       bool              `json:"is_buy,omitempty"`
	IsDeposit   bool              `json:"is_deposit,omitempty"`
	IsFee       bool              `json:"is_fee,omitempty"`
	IsTransfer  bool              `json:"is_transfer,omitempty"`
	Metadata    map[string]string `json:"metadata,omitempty"`
	SecondaryId string            `json:"secondary_id,omitempty"`
	// subcategory
	Subcategory string `json:"subcategory,omitempty"`
	// transactionCode
	TransactionCode string `json:"transaction_code"`
	// transactionCodeDescription
	TransactionCodeDescription string `json:"transaction_code_description,omitempty"`
	// transactionType
	TransactionType string `json:"transaction_type,omitempty"`
	UpdateDate      string `json:"update_date,omitempty"`
}

type UtilsApiGetApplicationAllUsingGetOpts ¶ 

type UtilsApiGetApplicationAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type UtilsApiGetAuditLogAllUsingGetOpts ¶ 

type UtilsApiGetAuditLogAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type UtilsApiGetFeatureAllUsingGetOpts ¶ 

type UtilsApiGetFeatureAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type UtilsApiGetFeatureTrackAllUsingGetOpts ¶ 

type UtilsApiGetFeatureTrackAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type UtilsApiGetNotificationAllUsingGetOpts ¶ 

type UtilsApiGetNotificationAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type UtilsApiGetNotificationClientAllUsingGetOpts ¶ 

type UtilsApiGetNotificationClientAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type UtilsApiGetNotificationSettingAllUsingGetOpts ¶ 

type UtilsApiGetNotificationSettingAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type UtilsApiGetReasonCodeAllUsingGetOpts ¶ 

type UtilsApiGetReasonCodeAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type UtilsApiGetStageAllUsingGetOpts ¶ 

type UtilsApiGetStageAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type UtilsApiGetTransactionCodeAllUsingGetOpts ¶ 

type UtilsApiGetTransactionCodeAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type UtilsApiService ¶ 

type UtilsApiService service

func (*UtilsApiService) CreateApplicationUsingPost ¶ 

func (a *UtilsApiService) CreateApplicationUsingPost(ctx context.Context, application Application) (Application, *http.Response, error)

UtilsApiService Create an application Create an application

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param application application

@return Application

func (*UtilsApiService) CreateAuditLogUsingPost ¶ 

func (a *UtilsApiService) CreateAuditLogUsingPost(ctx context.Context, auditLog AuditLog) (AuditLog, *http.Response, error)

UtilsApiService Create a audit log Create a new audit log.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param auditLog auditLog

@return AuditLog

func (*UtilsApiService) CreateFeatureTrackUsingPost ¶ 

func (a *UtilsApiService) CreateFeatureTrackUsingPost(ctx context.Context, featureTrack FeatureTrack) (FeatureTrack, *http.Response, error)

UtilsApiService Create a Feature Track Create a new feature track.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param featureTrack featureTrack

@return FeatureTrack

func (*UtilsApiService) CreateFeatureUsingPost ¶ 

func (a *UtilsApiService) CreateFeatureUsingPost(ctx context.Context, feature Feature) (Feature, *http.Response, error)

UtilsApiService Create a Feature Create a new feature.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param feature feature

@return Feature

func (*UtilsApiService) CreateNotificationClientUsingPost ¶ 

func (a *UtilsApiService) CreateNotificationClientUsingPost(ctx context.Context, notificationClient NotificationClient) (NotificationClient, *http.Response, error)

UtilsApiService Create a Notification Client Create a new Notification Client.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param notificationClient notificationClient

@return NotificationClient

func (*UtilsApiService) CreateNotificationSettingUsingPost ¶ 

func (a *UtilsApiService) CreateNotificationSettingUsingPost(ctx context.Context, notificationSetting NotificationSetting) (NotificationSetting, *http.Response, error)

UtilsApiService Create a Notification Setting Create a new Notification Setting.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param notificationSetting notificationSetting

@return NotificationSetting

func (*UtilsApiService) CreateNotificationUsingPost ¶ 

func (a *UtilsApiService) CreateNotificationUsingPost(ctx context.Context, notification Notification) (Notification, *http.Response, error)

UtilsApiService Create a Notification Create a new Notification.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param notification notification

@return Notification

func (*UtilsApiService) CreateReasonCodeUsingPost ¶ 

func (a *UtilsApiService) CreateReasonCodeUsingPost(ctx context.Context, reasonCodeRequest ReasonCode) (ReasonCode, *http.Response, error)

UtilsApiService Create a reason code Create a new reason code for your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param reasonCodeRequest reasonCodeRequest

@return ReasonCode

func (*UtilsApiService) CreateStageUsingPost ¶ 

func (a *UtilsApiService) CreateStageUsingPost(ctx context.Context, stageRequest Stage) (Stage, *http.Response, error)

UtilsApiService Create an account stage Create a new account stage

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param stageRequest stageRequest

@return Stage

func (*UtilsApiService) CreateTransactionCodeUsingPost ¶ 

func (a *UtilsApiService) CreateTransactionCodeUsingPost(ctx context.Context, transactionRequest TransactionCode) (TransactionCode, *http.Response, error)

UtilsApiService Create a transaction code Create a new transaction code for your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param transactionRequest transactionRequest

@return TransactionCode

func (*UtilsApiService) DeleteApplicationUsingDelete ¶ 

func (a *UtilsApiService) DeleteApplicationUsingDelete(ctx context.Context, applicationId string) (*http.Response, error)

UtilsApiService Delete an Application Permanently delete an Application.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param applicationId UUID application_id

func (*UtilsApiService) DeleteFeatureTrackUsingDelete ¶ 

func (a *UtilsApiService) DeleteFeatureTrackUsingDelete(ctx context.Context, featureTrackId string) (*http.Response, error)

UtilsApiService Delete a Feature Track Permanently delete a feature track registered with your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param featureTrackId UUID feature_track_id

func (*UtilsApiService) DeleteFeatureUsingDelete ¶ 

func (a *UtilsApiService) DeleteFeatureUsingDelete(ctx context.Context, featureId string) (*http.Response, error)

UtilsApiService Delete a Feature Permanently delete a feature registered with your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param featureId UUID feature_id

func (*UtilsApiService) DeleteNotificationClientUsingDelete ¶ 

func (a *UtilsApiService) DeleteNotificationClientUsingDelete(ctx context.Context, notificationClientId string) (*http.Response, error)

UtilsApiService Delete a Notification Client Permanently Delete Notification Client.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param notificationClientId notification_client_id

func (*UtilsApiService) DeleteNotificationSettingUsingDelete ¶ 

func (a *UtilsApiService) DeleteNotificationSettingUsingDelete(ctx context.Context, notificationSettingId string) (*http.Response, error)

UtilsApiService Delete a Notification Setting Permanently Delete Notification Setting.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param notificationSettingId notification_setting_id

func (*UtilsApiService) DeleteNotificationUsingDelete ¶ 

func (a *UtilsApiService) DeleteNotificationUsingDelete(ctx context.Context, notificationId string) (*http.Response, error)

UtilsApiService Delete a Notification Permanently Delete a Notification.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param notificationId UUID notification_id

func (*UtilsApiService) DeleteReasonCodeUsingDelete ¶ 

func (a *UtilsApiService) DeleteReasonCodeUsingDelete(ctx context.Context, reasonCodeId string) (*http.Response, error)

UtilsApiService Delete a reason code Permanently delete a reason code for your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param reasonCodeId UUID reason_code_id

func (*UtilsApiService) DeleteStageUsingDelete ¶ 

func (a *UtilsApiService) DeleteStageUsingDelete(ctx context.Context, stageId string) (*http.Response, error)

UtilsApiService Delete an account stage Permanently delete an account stage.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param stageId UUID stage_id

func (*UtilsApiService) DeleteTransactionCodeUsingDelete ¶ 

func (a *UtilsApiService) DeleteTransactionCodeUsingDelete(ctx context.Context, transactionCodeId string) (*http.Response, error)

UtilsApiService Delete a transaction code Permanently delete a transaction code for your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param transactionCodeId UUID transaction_code_id

func (*UtilsApiService) GetApplicationAllUsingGet ¶ 

func (a *UtilsApiService) GetApplicationAllUsingGet(ctx context.Context, localVarOptionals *UtilsApiGetApplicationAllUsingGetOpts) (PageApplication, *http.Response, error)

func (*UtilsApiService) GetApplicationUsingGet ¶ 

func (a *UtilsApiService) GetApplicationUsingGet(ctx context.Context, applicationId string) (Application, *http.Response, error)

UtilsApiService Retrieve an Application Retrieve the information for an Application.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param applicationId UUID application_id

@return Application

func (*UtilsApiService) GetAuditLogAllUsingGet ¶ 

func (a *UtilsApiService) GetAuditLogAllUsingGet(ctx context.Context, localVarOptionals *UtilsApiGetAuditLogAllUsingGetOpts) (PageAuditLog, *http.Response, error)

func (*UtilsApiService) GetAuditLogUsingGet ¶ 

func (a *UtilsApiService) GetAuditLogUsingGet(ctx context.Context, auditLogId string) (AuditLog, *http.Response, error)

UtilsApiService Retrieve a audit log Retrieve the information for a audit log.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param auditLogId UUID audit_log_id

@return AuditLog

func (*UtilsApiService) GetFeatureAllUsingGet ¶ 

func (a *UtilsApiService) GetFeatureAllUsingGet(ctx context.Context, localVarOptionals *UtilsApiGetFeatureAllUsingGetOpts) (PageFeature, *http.Response, error)

func (*UtilsApiService) GetFeatureTrackAllUsingGet ¶ 

func (a *UtilsApiService) GetFeatureTrackAllUsingGet(ctx context.Context, localVarOptionals *UtilsApiGetFeatureTrackAllUsingGetOpts) (PageFeatureTrack, *http.Response, error)

func (*UtilsApiService) GetFeatureTrackUsingGet ¶ 

func (a *UtilsApiService) GetFeatureTrackUsingGet(ctx context.Context, featureTrackId string) (FeatureTrack, *http.Response, error)

UtilsApiService Retrieve a Feature track Retrieve the information for a Feature track.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param featureTrackId UUID feature_track_id

@return FeatureTrack

func (*UtilsApiService) GetFeatureUsingGet ¶ 

func (a *UtilsApiService) GetFeatureUsingGet(ctx context.Context, featureId string) (Feature, *http.Response, error)

UtilsApiService Retrieve a Feature Retrieve the information for a Feature.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param featureId UUID feature_id

@return Feature

func (*UtilsApiService) GetNotificationAllUsingGet ¶ 

func (a *UtilsApiService) GetNotificationAllUsingGet(ctx context.Context, localVarOptionals *UtilsApiGetNotificationAllUsingGetOpts) (PageNotification, *http.Response, error)

func (*UtilsApiService) GetNotificationClientAllUsingGet ¶ 

func (a *UtilsApiService) GetNotificationClientAllUsingGet(ctx context.Context, localVarOptionals *UtilsApiGetNotificationClientAllUsingGetOpts) (PageNotificationClient, *http.Response, error)

func (*UtilsApiService) GetNotificationClientUsingGet ¶ 

func (a *UtilsApiService) GetNotificationClientUsingGet(ctx context.Context, notificationClientId string) (NotificationClient, *http.Response, error)

UtilsApiService Retrieve a Notification Client Retrieve a Notification Client.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param notificationClientId notification_client_id

@return NotificationClient

func (*UtilsApiService) GetNotificationSettingAllUsingGet ¶ 

func (a *UtilsApiService) GetNotificationSettingAllUsingGet(ctx context.Context, localVarOptionals *UtilsApiGetNotificationSettingAllUsingGetOpts) (PageNotificationSetting, *http.Response, error)

func (*UtilsApiService) GetNotificationSettingUsingGet ¶ 

func (a *UtilsApiService) GetNotificationSettingUsingGet(ctx context.Context, notificationSettingId string) (NotificationSetting, *http.Response, error)

UtilsApiService Retrieve a Notification Setting Retrieve a Notification Setting.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param notificationSettingId notification_setting_id

@return NotificationSetting

func (*UtilsApiService) GetNotificationUsingGet ¶ 

func (a *UtilsApiService) GetNotificationUsingGet(ctx context.Context, notificationId string) (Notification, *http.Response, error)

UtilsApiService Get a Notification Get a Notification.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param notificationId notification_id

@return Notification

func (*UtilsApiService) GetReasonCodeAllUsingGet ¶ 

func (a *UtilsApiService) GetReasonCodeAllUsingGet(ctx context.Context, localVarOptionals *UtilsApiGetReasonCodeAllUsingGetOpts) (PageReasonCode, *http.Response, error)

func (*UtilsApiService) GetReasonCodeUsingGet ¶ 

func (a *UtilsApiService) GetReasonCodeUsingGet(ctx context.Context, reasonCodeId string) (ReasonCode, *http.Response, error)

UtilsApiService Retrieve a reason code Retrieve the information for a reason code defined by your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param reasonCodeId UUID reason_code_id

@return ReasonCode

func (*UtilsApiService) GetStageAllUsingGet ¶ 

func (a *UtilsApiService) GetStageAllUsingGet(ctx context.Context, localVarOptionals *UtilsApiGetStageAllUsingGetOpts) (PageStage, *http.Response, error)

func (*UtilsApiService) GetStageUsingGet ¶ 

func (a *UtilsApiService) GetStageUsingGet(ctx context.Context, stageId string) (Stage, *http.Response, error)

UtilsApiService Retrieve an account stage Retrieve the information for a specific account stage.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param stageId UUID stage_id

@return Stage

func (*UtilsApiService) GetTransactionCodeAllUsingGet ¶ 

func (a *UtilsApiService) GetTransactionCodeAllUsingGet(ctx context.Context, localVarOptionals *UtilsApiGetTransactionCodeAllUsingGetOpts) (PageTransactionCode, *http.Response, error)

func (*UtilsApiService) GetTransactionCodeUsingGet ¶ 

func (a *UtilsApiService) GetTransactionCodeUsingGet(ctx context.Context, transactionCodeId string) (TransactionCode, *http.Response, error)

UtilsApiService Retrieve a transaction code Retrieve the information for a transaction code defined by your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param transactionCodeId UUID transaction_code_id

@return TransactionCode

func (*UtilsApiService) UpdateApplicationUsingPut ¶ 

func (a *UtilsApiService) UpdateApplicationUsingPut(ctx context.Context, application interface{}, applicationId string) (Application, *http.Response, error)

UtilsApiService Update an Application Update the information for an Application

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param application application
  • @param applicationId UUID application_id

@return Application

func (*UtilsApiService) UpdateFeatureTrackUsingPut ¶ 

func (a *UtilsApiService) UpdateFeatureTrackUsingPut(ctx context.Context, featureTrack interface{}, featureTrackId string) (FeatureTrack, *http.Response, error)

UtilsApiService Update a Feature Track Update the information for a Feature track registered with your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param featureTrack feature_track
  • @param featureTrackId UUID feature_track_id

@return FeatureTrack

func (*UtilsApiService) UpdateFeatureUsingPut ¶ 

func (a *UtilsApiService) UpdateFeatureUsingPut(ctx context.Context, feature interface{}, featureId string) (Feature, *http.Response, error)

UtilsApiService Update a Feature Update the information for a Feature registered with your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param feature feature
  • @param featureId UUID feature_id

@return Feature

func (*UtilsApiService) UpdateNotificationClientUsingPut ¶ 

func (a *UtilsApiService) UpdateNotificationClientUsingPut(ctx context.Context, notificationClient interface{}, notificationClientId string) (NotificationClient, *http.Response, error)

UtilsApiService Update a Notification Client Update a Notification Client.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param notificationClient notification_client
  • @param notificationClientId UUID notification_client_id

@return NotificationClient

func (*UtilsApiService) UpdateNotificationSettingUsingPut ¶ 

func (a *UtilsApiService) UpdateNotificationSettingUsingPut(ctx context.Context, notificationSetting interface{}, notificationSettingId string) (NotificationSetting, *http.Response, error)

UtilsApiService Update a Notification Setting Update a Notification Setting.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param notificationSetting notification_setting
  • @param notificationSettingId UUID notification_setting_id

@return NotificationSetting

func (*UtilsApiService) UpdateNotificationUsingPut ¶ 

func (a *UtilsApiService) UpdateNotificationUsingPut(ctx context.Context, notification interface{}, notificationId string) (Notification, *http.Response, error)

UtilsApiService Update a Notification Update a Notification.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param notification notification
  • @param notificationId UUID notification_id

@return Notification

func (*UtilsApiService) UpdateReasonCodeUsingPut ¶ 

func (a *UtilsApiService) UpdateReasonCodeUsingPut(ctx context.Context, reasonCode interface{}, reasonCodeId string) (ReasonCode, *http.Response, error)

UtilsApiService Update a reason code Update a reason code for your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param reasonCode reason_code
  • @param reasonCodeId UUID reason_code_id

@return ReasonCode

func (*UtilsApiService) UpdateStageUsingPut ¶ 

func (a *UtilsApiService) UpdateStageUsingPut(ctx context.Context, stage interface{}, stageId string) (Stage, *http.Response, error)

UtilsApiService Update an account stage Update the information for an account stage.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param stage stage
  • @param stageId UUID stage_id

@return Stage

func (*UtilsApiService) UpdateTransactionCodeUsingPut ¶ 

func (a *UtilsApiService) UpdateTransactionCodeUsingPut(ctx context.Context, transactionCode interface{}, transactionCodeId string) (TransactionCode, *http.Response, error)

UtilsApiService Update a transaction code Update a transaction code for your firm.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param transactionCode transaction_code
  • @param transactionCodeId UUID transaction_code_id

@return TransactionCode

type VAccountVo ¶ 

type VAccountVo struct {
	AccountId                  string  `json:"account_id,omitempty"`
	AccountName                string  `json:"account_name,omitempty"`
	AccountTypeId              string  `json:"account_type_id,omitempty"`
	AccountTypeName            string  `json:"account_type_name,omitempty"`
	GoalAssetSizeByAccount     float64 `json:"goal_asset_size_by_account,omitempty"`
	GoalAssetSizeByAccountDate string  `json:"goal_asset_size_by_account_date,omitempty"`
}

type VClientGoalViewData ¶ 

type VClientGoalViewData struct {
	ClientAssetSize     float64              `json:"client_asset_size,omitempty"`
	ClientAssetSizeDate string               `json:"client_asset_size_date,omitempty"`
	ClientFirstName     string               `json:"client_first_name,omitempty"`
	ClientId            string               `json:"client_id,omitempty"`
	ClientLastName      string               `json:"client_last_name,omitempty"`
	ClientViewGoalData  []ClientViewGoalData `json:"client_view_goal_data,omitempty"`
}

type VPortfolioVo ¶ 

type VPortfolioVo struct {
	GoalAssetSizeByPortfolio     float64 `json:"goal_asset_size_by_portfolio,omitempty"`
	GoalAssetSizeByPortfolioDate string  `json:"goal_asset_size_by_portfolio_date,omitempty"`
	PortfolioId                  string  `json:"portfolio_id,omitempty"`
	PortfolioName                string  `json:"portfolio_name,omitempty"`
}

type Webhook ¶ 

type Webhook struct {
	// atom_service
	AtomService []string `json:"atom_service,omitempty"`
	CreateDate  string   `json:"create_date,omitempty"`
	Id          string   `json:"id,omitempty"`
	// isActive
	IsActive    bool   `json:"is_active,omitempty"`
	SecondaryId string `json:"secondary_id,omitempty"`
	Secret      string `json:"secret,omitempty"`
	UpdateDate  string `json:"update_date,omitempty"`
	// url
	Url string `json:"url"`
}

Webhook Object

type WebhookApiGetWebhookAllUsingGetOpts ¶ 

type WebhookApiGetWebhookAllUsingGetOpts struct {
	Ascending optional.Bool
	Filter    optional.String
	OrderBy   optional.String
	Page      optional.Int32
	Size      optional.Int32
}

type WebhookApiService ¶ 

type WebhookApiService service

func (*WebhookApiService) CreateWebhookUsingPost ¶ 

func (a *WebhookApiService) CreateWebhookUsingPost(ctx context.Context, webhookRequest Webhook) (Webhook, *http.Response, error)

WebhookApiService Create a webhook One active webhook service is allowed at all times.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param webhookRequest webhookRequest

@return Webhook

func (*WebhookApiService) DeleteWebhookUsingDelete ¶ 

func (a *WebhookApiService) DeleteWebhookUsingDelete(ctx context.Context, webhookId string) (*http.Response, error)

WebhookApiService Delete a webhook Permanently delete a webhook for your firm. The webhook_id must be provided.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param webhookId UUID webhook_id

func (*WebhookApiService) GetWebhookAllUsingGet ¶ 

func (a *WebhookApiService) GetWebhookAllUsingGet(ctx context.Context, localVarOptionals *WebhookApiGetWebhookAllUsingGetOpts) (PageWebhook, *http.Response, error)

func (*WebhookApiService) GetWebhookUsingGet ¶ 

func (a *WebhookApiService) GetWebhookUsingGet(ctx context.Context, webhookId string) (Webhook, *http.Response, error)

WebhookApiService Retrieve a webhook Retrieve the information for a specific webhook. The webhook_id must be provided.

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param webhookId UUID webhook_id

@return Webhook

func (*WebhookApiService) UpdateWebhookUsingPut ¶ 

func (a *WebhookApiService) UpdateWebhookUsingPut(ctx context.Context, webhook interface{}, webhookId string) (Webhook, *http.Response, error)

WebhookApiService Update a webhook Update a webhook for your firm. The webhook_id must be provided

  • @param ctx context.Context - for authentication, logging, cancellation, deadlines, tracing, etc. Passed from http.Request or context.Background().
  • @param webhook webhook
  • @param webhookId UUID webhook_id

@return Webhook

Source Files ¶

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