def __init__(self,
business_details=None,
card_details=None,
client_details=None,
total_balance=None,
_configuration=None): # noqa: E501
"""ClientBusinessCardVO - a model defined in Swagger""" # noqa: E501
if _configuration is None:
_configuration = Configuration()
self._configuration = _configuration
self._business_details = None
self._card_details = None
self._client_details = None
self._total_balance = None
self.discriminator = None
if business_details is not None:
self.business_details = business_details
if card_details is not None:
self.card_details = card_details
if client_details is not None:
self.client_details = client_details
if total_balance is not None:
self.total_balance = total_balance
def __init__(self,
account_id=None,
buy_transaction_code_id=None,
client_id=None,
_date=None,
sell_transaction_code_id=None,
tenant_id=None,
_configuration=None): # noqa: E501
"""TokenDateRequest - a model defined in Swagger""" # noqa: E501
if _configuration is None:
_configuration = Configuration()
self._configuration = _configuration
self._account_id = None
self._buy_transaction_code_id = None
self._client_id = None
self.__date = None
self._sell_transaction_code_id = None
self._tenant_id = None
self.discriminator = None
if account_id is not None:
self.account_id = account_id
if buy_transaction_code_id is not None:
self.buy_transaction_code_id = buy_transaction_code_id
if client_id is not None:
self.client_id = client_id
if _date is not None:
self._date = _date
if sell_transaction_code_id is not None:
self.sell_transaction_code_id = sell_transaction_code_id
if tenant_id is not None:
self.tenant_id = tenant_id
def __init__(self,
create_date=None,
description=None,
id=None,
metadata=None,
secondary_id=None,
status=None,
update_date=None,
_configuration=None): # noqa: E501
"""OrderStatus - a model defined in Swagger""" # noqa: E501
if _configuration is None:
_configuration = Configuration()
self._configuration = _configuration
self._create_date = None
self._description = None
self._id = None
self._metadata = None
self._secondary_id = None
self._status = None
self._update_date = None
self.discriminator = None
if create_date is not None:
self.create_date = create_date
self.description = description
if id is not None:
self.id = id
if metadata is not None:
self.metadata = metadata
if secondary_id is not None:
self.secondary_id = secondary_id
self.status = status
if update_date is not None:
self.update_date = update_date
def __init__(self, client_id=None, comments=None, create_date=None, id=None, metadata=None, secondary_id=None, stage_id=None, status=None, update_date=None, _configuration=None): # noqa: E501
"""ClientStatus - a model defined in Swagger""" # noqa: E501
if _configuration is None:
_configuration = Configuration()
self._configuration = _configuration
self._client_id = None
self._comments = None
self._create_date = None
self._id = None
self._metadata = None
self._secondary_id = None
self._stage_id = None
self._status = None
self._update_date = None
self.discriminator = None
self.client_id = client_id
if comments is not None:
self.comments = comments
if create_date is not None:
self.create_date = create_date
if id is not None:
self.id = id
if metadata is not None:
self.metadata = metadata
if secondary_id is not None:
self.secondary_id = secondary_id
self.stage_id = stage_id
if status is not None:
self.status = status
if update_date is not None:
self.update_date = update_date
def __init__(self,
alphabetic_code=None,
currency=None,
id=None,
numeric_code=None,
_configuration=None): # noqa: E501
"""Currency - a model defined in Swagger""" # noqa: E501
if _configuration is None:
_configuration = Configuration()
self._configuration = _configuration
self._alphabetic_code = None
self._currency = None
self._id = None
self._numeric_code = None
self.discriminator = None
if alphabetic_code is not None:
self.alphabetic_code = alphabetic_code
if currency is not None:
self.currency = currency
if id is not None:
self.id = id
if numeric_code is not None:
self.numeric_code = numeric_code
def __init__(self,
account_id=None,
account_name=None,
account_type_id=None,
account_type_name=None,
goal_asset_size_by_account=None,
goal_asset_size_by_account_date=None,
_configuration=None): # noqa: E501
"""VAccountVO - a model defined in Swagger""" # noqa: E501
if _configuration is None:
_configuration = Configuration()
self._configuration = _configuration
self._account_id = None
self._account_name = None
self._account_type_id = None
self._account_type_name = None
self._goal_asset_size_by_account = None
self._goal_asset_size_by_account_date = None
self.discriminator = None
if account_id is not None:
self.account_id = account_id
if account_name is not None:
self.account_name = account_name
if account_type_id is not None:
self.account_type_id = account_type_id
if account_type_name is not None:
self.account_type_name = account_type_name
if goal_asset_size_by_account is not None:
self.goal_asset_size_by_account = goal_asset_size_by_account
if goal_asset_size_by_account_date is not None:
self.goal_asset_size_by_account_date = goal_asset_size_by_account_date
def __init__(self,
allocation_category=None,
allocation_compositions=None,
allocation_description=None,
allocation_id=None,
allocation_name=None,
allocation_secondary_id=None,
_configuration=None): # noqa: E501
"""AllocationAggregatedVO - a model defined in Swagger""" # noqa: E501
if _configuration is None:
_configuration = Configuration()
self._configuration = _configuration
self._allocation_category = None
self._allocation_compositions = None
self._allocation_description = None
self._allocation_id = None
self._allocation_name = None
self._allocation_secondary_id = None
self.discriminator = None
if allocation_category is not None:
self.allocation_category = allocation_category
if allocation_compositions is not None:
self.allocation_compositions = allocation_compositions
if allocation_description is not None:
self.allocation_description = allocation_description
if allocation_id is not None:
self.allocation_id = allocation_id
if allocation_name is not None:
self.allocation_name = allocation_name
if allocation_secondary_id is not None:
self.allocation_secondary_id = allocation_secondary_id
def __init__(self,
currency_code=None,
payable_outstanding=None,
payable_overdue=None,
receivable_outstanding=None,
receivable_overdue=None,
_configuration=None): # noqa: E501
"""Balances - a model defined in Swagger""" # noqa: E501
if _configuration is None:
_configuration = Configuration()
self._configuration = _configuration
self._currency_code = None
self._payable_outstanding = None
self._payable_overdue = None
self._receivable_outstanding = None
self._receivable_overdue = None
self.discriminator = None
if currency_code is not None:
self.currency_code = currency_code
if payable_outstanding is not None:
self.payable_outstanding = payable_outstanding
if payable_overdue is not None:
self.payable_overdue = payable_overdue
if receivable_outstanding is not None:
self.receivable_outstanding = receivable_outstanding
if receivable_overdue is not None:
self.receivable_overdue = receivable_overdue
def __init__(self, amount=None, cost_basis=None, currency_code=None, _date=None, security_id=None, shares=None, weight=None, _configuration=None): # noqa: E501
"""PortfolioHoldingAgg - a model defined in Swagger""" # noqa: E501
if _configuration is None:
_configuration = Configuration()
self._configuration = _configuration
self._amount = None
self._cost_basis = None
self._currency_code = None
self.__date = None
self._security_id = None
self._shares = None
self._weight = None
self.discriminator = None
if amount is not None:
self.amount = amount
if cost_basis is not None:
self.cost_basis = cost_basis
if currency_code is not None:
self.currency_code = currency_code
if _date is not None:
self._date = _date
if security_id is not None:
self.security_id = security_id
if shares is not None:
self.shares = shares
if weight is not None:
self.weight = weight
def __init__(self,
create_date=None,
data=None,
id=None,
secondary_id=None,
status=None,
update_date=None,
_configuration=None): # noqa: E501
"""BulkTransaction - a model defined in Swagger""" # noqa: E501
if _configuration is None:
_configuration = Configuration()
self._configuration = _configuration
self._create_date = None
self._data = None
self._id = None
self._secondary_id = None
self._status = None
self._update_date = None
self.discriminator = None
if create_date is not None:
self.create_date = create_date
if data is not None:
self.data = data
if id is not None:
self.id = id
if secondary_id is not None:
self.secondary_id = secondary_id
if status is not None:
self.status = status
if update_date is not None:
self.update_date = update_date
def __init__(self, create_date=None, description=None, device=None, id=None, metadata=None, name=None, secondary_id=None, update_date=None, _configuration=None): # noqa: E501
"""Application - a model defined in Swagger""" # noqa: E501
if _configuration is None:
_configuration = Configuration()
self._configuration = _configuration
self._create_date = None
self._description = None
self._device = None
self._id = None
self._metadata = None
self._name = None
self._secondary_id = None
self._update_date = None
self.discriminator = None
if create_date is not None:
self.create_date = create_date
if description is not None:
self.description = description
if device is not None:
self.device = device
if id is not None:
self.id = id
if metadata is not None:
self.metadata = metadata
self.name = name
if secondary_id is not None:
self.secondary_id = secondary_id
if update_date is not None:
self.update_date = update_date
def __init__(self,
create_date=None,
_date=None,
goals=None,
id=None,
portfolio_id=None,
secondary_id=None,
update_date=None,
_configuration=None): # noqa: E501
"""PortfolioGoal - a model defined in Swagger""" # noqa: E501
if _configuration is None:
_configuration = Configuration()
self._configuration = _configuration
self._create_date = None
self.__date = None
self._goals = None
self._id = None
self._portfolio_id = None
self._secondary_id = None
self._update_date = None
self.discriminator = None
if create_date is not None:
self.create_date = create_date
self._date = _date
self.goals = goals
if id is not None:
self.id = id
self.portfolio_id = portfolio_id
if secondary_id is not None:
self.secondary_id = secondary_id
if update_date is not None:
self.update_date = update_date
def __init__(self,
current_weight=None,
_date=None,
security_id=None,
strategic_weight=None,
_configuration=None): # noqa: E501
"""ModelHoldingVO - a model defined in Swagger""" # noqa: E501
if _configuration is None:
_configuration = Configuration()
self._configuration = _configuration
self._current_weight = None
self.__date = None
self._security_id = None
self._strategic_weight = None
self.discriminator = None
if current_weight is not None:
self.current_weight = current_weight
if _date is not None:
self._date = _date
if security_id is not None:
self.security_id = security_id
if strategic_weight is not None:
self.strategic_weight = strategic_weight
def __init__(self,
client_asset_size=None,
client_asset_size_date=None,
client_first_name=None,
client_id=None,
client_last_name=None,
client_view_goal_data=None,
_configuration=None): # noqa: E501
"""VClientGoalViewData - a model defined in Swagger""" # noqa: E501
if _configuration is None:
_configuration = Configuration()
self._configuration = _configuration
self._client_asset_size = None
self._client_asset_size_date = None
self._client_first_name = None
self._client_id = None
self._client_last_name = None
self._client_view_goal_data = None
self.discriminator = None
if client_asset_size is not None:
self.client_asset_size = client_asset_size
if client_asset_size_date is not None:
self.client_asset_size_date = client_asset_size_date
if client_first_name is not None:
self.client_first_name = client_first_name
if client_id is not None:
self.client_id = client_id
if client_last_name is not None:
self.client_last_name = client_last_name
if client_view_goal_data is not None:
self.client_view_goal_data = client_view_goal_data
def __init__(self,
alpha2_code=None,
alpha3_code=None,
country=None,
latitude=None,
longitude=None,
numeric_code=None,
_configuration=None): # noqa: E501
"""Country - a model defined in Swagger""" # noqa: E501
if _configuration is None:
_configuration = Configuration()
self._configuration = _configuration
self._alpha2_code = None
self._alpha3_code = None
self._country = None
self._latitude = None
self._longitude = None
self._numeric_code = None
self.discriminator = None
self.alpha2_code = alpha2_code
if alpha3_code is not None:
self.alpha3_code = alpha3_code
self.country = country
if latitude is not None:
self.latitude = latitude
if longitude is not None:
self.longitude = longitude
self.numeric_code = numeric_code
def __init__(self, fee=None, investment_type=None, price=None, quantity=None, settle_date=None, ticker=None, ticker_name=None, trade_signal=None, value=None, _configuration=None): # noqa: E501
"""Investment - a model defined in Swagger""" # noqa: E501
if _configuration is None:
_configuration = Configuration()
self._configuration = _configuration
self._fee = None
self._investment_type = None
self._price = None
self._quantity = None
self._settle_date = None
self._ticker = None
self._ticker_name = None
self._trade_signal = None
self._value = None
self.discriminator = None
if fee is not None:
self.fee = fee
if investment_type is not None:
self.investment_type = investment_type
self.price = price
self.quantity = quantity
if settle_date is not None:
self.settle_date = settle_date
if ticker is not None:
self.ticker = ticker
if ticker_name is not None:
self.ticker_name = ticker_name
self.trade_signal = trade_signal
if value is not None:
self.value = value
def __init__(self,
error=None,
id=None,
progress=None,
status=None,
success=None,
_configuration=None): # noqa: E501
"""BulkTransactionVO - a model defined in Swagger""" # noqa: E501
if _configuration is None:
_configuration = Configuration()
self._configuration = _configuration
self._error = None
self._id = None
self._progress = None
self._status = None
self._success = None
self.discriminator = None
if error is not None:
self.error = error
if id is not None:
self.id = id
if progress is not None:
self.progress = progress
if status is not None:
self.status = status
if success is not None:
self.success = success
def __init__(self,
client_id=None,
is_beneficial=None,
is_primary=None,
percent_ownership=None,
role=None,
_configuration=None): # noqa: E501
"""Ownership - a model defined in Swagger""" # noqa: E501
if _configuration is None:
_configuration = Configuration()
self._configuration = _configuration
self._client_id = None
self._is_beneficial = None
self._is_primary = None
self._percent_ownership = None
self._role = None
self.discriminator = None
self.client_id = client_id
if is_beneficial is not None:
self.is_beneficial = is_beneficial
if is_primary is not None:
self.is_primary = is_primary
if percent_ownership is not None:
self.percent_ownership = percent_ownership
self.role = role
def __init__(self,
employer=None,
employment_status=None,
job_title=None,
occupation=None,
_configuration=None): # noqa: E501
"""Employment - a model defined in Swagger""" # noqa: E501
if _configuration is None:
_configuration = Configuration()
self._configuration = _configuration
self._employer = None
self._employment_status = None
self._job_title = None
self._occupation = None
self.discriminator = None
if employer is not None:
self.employer = employer
if employment_status is not None:
self.employment_status = employment_status
if job_title is not None:
self.job_title = job_title
if occupation is not None:
self.occupation = occupation
def __init__(self,
address_line1=None,
address_line2=None,
city=None,
country=None,
postalcode=None,
state=None,
type=None,
_configuration=None): # noqa: E501
"""ContactAddress - a model defined in Swagger""" # noqa: E501
if _configuration is None:
_configuration = Configuration()
self._configuration = _configuration
self._address_line1 = None
self._address_line2 = None
self._city = None
self._country = None
self._postalcode = None
self._state = None
self._type = None
self.discriminator = None
self.address_line1 = address_line1
if address_line2 is not None:
self.address_line2 = address_line2
self.city = city
self.country = country
if postalcode is not None:
self.postalcode = postalcode
self.state = state
self.type = type
def __init__(self,
description=None,
parameter=None,
stat_name=None,
type=None,
_configuration=None): # noqa: E501
"""StatisticResourceVO - a model defined in Swagger""" # noqa: E501
if _configuration is None:
_configuration = Configuration()
self._configuration = _configuration
self._description = None
self._parameter = None
self._stat_name = None
self._type = None
self.discriminator = None
if description is not None:
self.description = description
if parameter is not None:
self.parameter = parameter
if stat_name is not None:
self.stat_name = stat_name
if type is not None:
self.type = type
def __init__(self,
offset=None,
page_number=None,
page_size=None,
paged=None,
sort=None,
unpaged=None,
_configuration=None): # noqa: E501
"""Pageable - a model defined in Swagger""" # noqa: E501
if _configuration is None:
_configuration = Configuration()
self._configuration = _configuration
self._offset = None
self._page_number = None
self._page_size = None
self._paged = None
self._sort = None
self._unpaged = None
self.discriminator = None
if offset is not None:
self.offset = offset
if page_number is not None:
self.page_number = page_number
if page_size is not None:
self.page_size = page_size
if paged is not None:
self.paged = paged
if sort is not None:
self.sort = sort
if unpaged is not None:
self.unpaged = unpaged
def __init__(self,
ascending=None,
descending=None,
direction=None,
ignore_case=None,
null_handling=None,
_property=None,
_configuration=None): # noqa: E501
"""Sort - a model defined in Swagger""" # noqa: E501
if _configuration is None:
_configuration = Configuration()
self._configuration = _configuration
self._ascending = None
self._descending = None
self._direction = None
self._ignore_case = None
self._null_handling = None
self.__property = None
self.discriminator = None
if ascending is not None:
self.ascending = ascending
if descending is not None:
self.descending = descending
if direction is not None:
self.direction = direction
if ignore_case is not None:
self.ignore_case = ignore_case
if null_handling is not None:
self.null_handling = null_handling
if _property is not None:
self._property = _property
def __init__(self,
goal_asset_size_by_portfolio=None,
goal_asset_size_by_portfolio_date=None,
portfolio_id=None,
portfolio_name=None,
_configuration=None): # noqa: E501
"""VPortfolioVO - a model defined in Swagger""" # noqa: E501
if _configuration is None:
_configuration = Configuration()
self._configuration = _configuration
self._goal_asset_size_by_portfolio = None
self._goal_asset_size_by_portfolio_date = None
self._portfolio_id = None
self._portfolio_name = None
self.discriminator = None
if goal_asset_size_by_portfolio is not None:
self.goal_asset_size_by_portfolio = goal_asset_size_by_portfolio
if goal_asset_size_by_portfolio_date is not None:
self.goal_asset_size_by_portfolio_date = goal_asset_size_by_portfolio_date
if portfolio_id is not None:
self.portfolio_id = portfolio_id
if portfolio_name is not None:
self.portfolio_name = portfolio_name
def __init__(self,
account_id=None,
non_fractional=None,
order_track_ids=None,
portfolio_id=None,
tenant_id=None,
_configuration=None): # noqa: E501
"""OrderReconcileRequest - a model defined in Swagger""" # noqa: E501
if _configuration is None:
_configuration = Configuration()
self._configuration = _configuration
self._account_id = None
self._non_fractional = None
self._order_track_ids = None
self._portfolio_id = None
self._tenant_id = None
self.discriminator = None
if account_id is not None:
self.account_id = account_id
if non_fractional is not None:
self.non_fractional = non_fractional
if order_track_ids is not None:
self.order_track_ids = order_track_ids
if portfolio_id is not None:
self.portfolio_id = portfolio_id
if tenant_id is not None:
self.tenant_id = tenant_id
def __init__(self,
category=None,
description=None,
mcc=None,
subcategory=None,
transaction_category_id=None,
_configuration=None): # noqa: E501
"""MerchantCategoryCode - a model defined in Swagger""" # noqa: E501
if _configuration is None:
_configuration = Configuration()
self._configuration = _configuration
self._category = None
self._description = None
self._mcc = None
self._subcategory = None
self._transaction_category_id = None
self.discriminator = None
if category is not None:
self.category = category
if description is not None:
self.description = description
if mcc is not None:
self.mcc = mcc
if subcategory is not None:
self.subcategory = subcategory
self.transaction_category_id = transaction_category_id
def __init__(self, create_date=None, email=None, first_name=None, last_name=None, middle_name=None, status=None, title=None, _configuration=None): # noqa: E501
"""ClientCardVO - a model defined in Swagger""" # noqa: E501
if _configuration is None:
_configuration = Configuration()
self._configuration = _configuration
self._create_date = None
self._email = None
self._first_name = None
self._last_name = None
self._middle_name = None
self._status = None
self._title = None
self.discriminator = None
if create_date is not None:
self.create_date = create_date
if email is not None:
self.email = email
if first_name is not None:
self.first_name = first_name
if last_name is not None:
self.last_name = last_name
if middle_name is not None:
self.middle_name = middle_name
if status is not None:
self.status = status
if title is not None:
self.title = title
def __init__(self, account_id=None, create_date=None, id=None, is_read=None, model_comment_id=None, model_id=None, portfolio_id=None, secondary_id=None, update_date=None, _configuration=None): # noqa: E501
"""PortfolioComment - a model defined in Swagger""" # noqa: E501
if _configuration is None:
_configuration = Configuration()
self._configuration = _configuration
self._account_id = None
self._create_date = None
self._id = None
self._is_read = None
self._model_comment_id = None
self._model_id = None
self._portfolio_id = None
self._secondary_id = None
self._update_date = None
self.discriminator = None
self.account_id = account_id
if create_date is not None:
self.create_date = create_date
if id is not None:
self.id = id
if is_read is not None:
self.is_read = is_read
self.model_comment_id = model_comment_id
self.model_id = model_id
self.portfolio_id = portfolio_id
if secondary_id is not None:
self.secondary_id = secondary_id
if update_date is not None:
self.update_date = update_date
def __init__(self, content=None, first=None, last=None, number=None, number_of_elements=None, size=None, sort=None, total_elements=None, total_pages=None, _configuration=None): # noqa: E501
"""PagePortfolioComment - a model defined in Swagger""" # noqa: E501
if _configuration is None:
_configuration = Configuration()
self._configuration = _configuration
self._content = None
self._first = None
self._last = None
self._number = None
self._number_of_elements = None
self._size = None
self._sort = None
self._total_elements = None
self._total_pages = None
self.discriminator = None
if content is not None:
self.content = content
if first is not None:
self.first = first
if last is not None:
self.last = last
if number is not None:
self.number = number
if number_of_elements is not None:
self.number_of_elements = number_of_elements
if size is not None:
self.size = size
if sort is not None:
self.sort = sort
if total_elements is not None:
self.total_elements = total_elements
if total_pages is not None:
self.total_pages = total_pages
def __init__(self, account_id=None, client_id=None, create_date=None, funding_requests=None, id=None, overflow_setting_id=None, total_overflow_amount=None, update_balances=None, update_date=None, _configuration=None): # noqa: E501
"""Overflow - a model defined in Swagger""" # noqa: E501
if _configuration is None:
_configuration = Configuration()
self._configuration = _configuration
self._account_id = None
self._client_id = None
self._create_date = None
self._funding_requests = None
self._id = None
self._overflow_setting_id = None
self._total_overflow_amount = None
self._update_balances = None
self._update_date = None
self.discriminator = None
self.account_id = account_id
self.client_id = client_id
if create_date is not None:
self.create_date = create_date
if funding_requests is not None:
self.funding_requests = funding_requests
if id is not None:
self.id = id
self.overflow_setting_id = overflow_setting_id
self.total_overflow_amount = total_overflow_amount
if update_balances is not None:
self.update_balances = update_balances
if update_date is not None:
self.update_date = update_date
