Core Types

Reference for every named schema in the Delio Core API. Each operation's request and response shapes link here.

Response resources

Request bodies

Other objects

Collections

Enums

Scalars

ClassificationResource

Imported from delio-core.

  • complianceQuestionnaireInvestorClassIdintegerRequired#
    complianceQuestionnaireInvestorClassId from delio-core.
  • investorClassstringRequired#
    investorClass from delio-core.

Collection_ClassificationResource

Imported from delio-core.

Array of ClassificationResource.

Collection_ComplianceClassificationResource

Imported from delio-core.

Array of ComplianceClassificationResource.

Collection_ComplianceImplementationResource

Imported from delio-core.

Array of ComplianceImplementationResource.

Collection_ComplianceImplementationVersionResource

Imported from delio-core.

Array of ComplianceImplementationVersionResource.

Collection_ComplianceResource

Imported from delio-core.

Array of ComplianceResource.

Collection_FormImplementationDocumentResource

Imported from delio-core.

Array of FormImplementationDocumentResource.

Collection_FormImplementationResource

Imported from delio-core.

Array of FormImplementationResource.

Collection_FormOptionPresetResource

Imported from delio-core.

Array of FormOptionPresetResource.

Collection_FormResource

Imported from delio-core.

Array of FormResource.

Collection_FormTemplateResource

Imported from delio-core.

Array of FormTemplateResource.

Collection_InvestorPreferenceFormResource

Imported from delio-core.

Array of InvestorPreferenceFormResource.

Collection_OrganisationSettingResource

Imported from delio-core.

Array of OrganisationSettingResource.

Collection_UserDataFormResource

Imported from delio-core.

Array of UserDataFormResource.

Collection_UserGroupResource

Imported from delio-core.

Array of UserGroupResource.

Collection_UserListResource

Imported from delio-core.

Array of UserListResource.

Collection_UserResource

Imported from delio-core.

Array of UserResource.

ComplianceClassificationConditionResource

Imported from delio-core.

  • valuestringRequired#
    value from delio-core.
  • operator'=' | '!=' | '>' | '<' | '>=' | '<=' | '??'Required#
    operator from delio-core.
  • formFieldFormFieldResourceRequired#
    formField from delio-core.

ComplianceClassificationResource

Imported from delio-core.

  • uuidstringRequired#
    uuid from delio-core.
  • namestring | null#
    name from delio-core.
  • conditionsComplianceClassificationConditionResource[]#
    conditions from delio-core.

ComplianceFormResource

Imported from delio-core.

  • uuidstringRequired#
    uuid from delio-core.
  • complianceIdintegerRequired#
    complianceId from delio-core.
  • formIdintegerRequired#
    formId from delio-core.
  • formFormResourceRequired#
    form from delio-core.

ComplianceFormRouteConditionGroupResource

Imported from delio-core.

  • conditionType'AND' | 'OR' | 'AT_LEAST_50' | 'AT_LEAST_75' | 'OTHER' | 'NUMBER_MATCH'Required#
    conditionType from delio-core.
  • conditionValuestring | null#
    conditionValue from delio-core.
  • conditionsComplianceFormRouteConditionResource[]#
    conditions from delio-core.
  • createdAtstring | null#
    createdAt from delio-core.
  • updatedAtstring | null#
    updatedAt from delio-core.

ComplianceFormRouteConditionResource

Imported from delio-core.

  • valuestringRequired#
    value from delio-core.
  • operator'=' | '!=' | '>' | '<' | '>=' | '<=' | '??'Required#
    operator from delio-core.
  • formFieldFormFieldResourceRequired#
    formField from delio-core.

ComplianceImplementationResource

Imported from delio-core.

  • uuidstringRequired#
    uuid from delio-core.
  • userIdstringRequired#
    userId from delio-core.
  • startDatestring | null#
    startDate from delio-core.
  • endDatestring | null#
    endDate from delio-core.
  • flowTestbooleanRequired#
    flowTest from delio-core.
  • expiredboolean | null#
    expired from delio-core.
  • complianceComplianceResource | null#
    compliance from delio-core.
  • complianceClassificationsComplianceClassificationResource[]#
    complianceClassifications from delio-core.
  • complianceVerificationsComplianceVerificationResource | null#
    complianceVerifications from delio-core.

ComplianceImplementationVersionResource

Imported from delio-core.

  • uuidstringRequired#
    uuid from delio-core.
  • userIdstringRequired#
    userId from delio-core.
  • referencestringRequired#
    reference from delio-core.
  • startDatestring | null#
    startDate from delio-core.
  • endDatestring | null#
    endDate from delio-core.
  • flowTestboolean | null#
    flowTest from delio-core.
  • expiredboolean | null#
    expired from delio-core.
  • complianceComplianceResource | null#
    compliance from delio-core.
  • complianceClassificationsComplianceClassificationResource[]#
    complianceClassifications from delio-core.
  • complianceVerificationsComplianceVerificationResource | null#
    complianceVerifications from delio-core.

ComplianceReportResource

Imported from delio-core.

  • choicesComplianceRouteResource[]Required#
    choices from delio-core.
  • formImplementationsFormImplementationResource[]Required#
    formImplementations from delio-core.

ComplianceResource

Imported from delio-core.

  • uuidstringRequired#
    uuid from delio-core.
  • expiryType'DAILY' | 'ONE_MONTH' | 'THREE_MONTH' | 'SIX_MONTH' | 'TWELVE_MONTH' | 'NEVER_EXPIRE'Required#
    expiryType from delio-core.
  • modeType'Continuous' | 'Versioned'Required#
    modeType from delio-core.
  • definitionunknown[] | null#
    definition from delio-core.
  • namestring | null#
    name from delio-core.
  • statestring | null#
    state from delio-core.
  • complianceImplementationsComplianceImplementationResource[]#
    complianceImplementations from delio-core.
  • complianceFormsComplianceFormResource[]#
    complianceForms from delio-core.
  • complianceClassificationsClassificationResource[]#
    complianceClassifications from delio-core.
  • startComplianceFormComplianceFormResource | null#
    startComplianceForm from delio-core.
  • createdAtstring | null#
    createdAt from delio-core.
  • updatedAtstring | null#
    updatedAt from delio-core.

ComplianceRouteResource

Imported from delio-core.

  • uuidstringRequired#
    uuid from delio-core.
  • fromFormFormResourceRequired#
    fromForm from delio-core.
  • toFormFormResourceRequired#
    toForm from delio-core.
  • conditionSetsComplianceFormRouteConditionGroupResource[]#
    conditionSets from delio-core.
  • childrenComplianceRouteResource[]#
    children from delio-core.
  • createdAtstring | null#
    createdAt from delio-core.
  • updatedAtstring | null#
    updatedAt from delio-core.

ComplianceVerificationResource

Imported from delio-core.

  • uuidstring | null#
    uuid from delio-core.
  • verifiedstringRequired#
    verified from delio-core.
  • createdAtstring | null#
    createdAt from delio-core.
  • userUserResource | null#
    user from delio-core.

ContactEmailResource

Imported from delio-core.

  • emailstringRequired#
    email from delio-core.

ContactResource

Imported from delio-core.

  • titlestringRequired#
    title from delio-core.
  • forenamestringRequired#
    forename from delio-core.
  • surnamestringRequired#
    surname from delio-core.
  • fullNamestringRequired#
    fullName from delio-core.
  • contactEmailContactEmailResource | null#
    contactEmail from delio-core.
  • emailstring | null#
    email from delio-core.
  • dateCreatedstring | null#
    dateCreated from delio-core.

DocumentResource

Imported from delio-core.

  • guidstringRequired#
    guid from delio-core.
  • templateIdintegerRequired#
    templateId from delio-core.
  • variablesunknown[] | null#
    variables from delio-core.
  • documentstring | null#
    document from delio-core.
  • generatedNamestring | null#
    generatedName from delio-core.
  • requestedBystring | null#
    requestedBy from delio-core.
  • generatedBystring | null#
    generatedBy from delio-core.
  • generatedAtstring | null#
    generatedAt from delio-core.
  • templateTemplateResource | null#
    template from delio-core.

EditorValidatorResource

Imported from delio-core.

  • canDeletebooleanRequired#
    canDelete from delio-core.
  • canEditbooleanRequired#
    canEdit from delio-core.
  • protectedFieldsFormFieldResource[]Required#
    protectedFields from delio-core.
  • deletionProtectedFieldsFormFieldResource[]Required#
    deletionProtectedFields from delio-core.

Error

Standard error response object returned by the API.

  • codestringRequired#
    Stable machine-readable error code.
  • messagestringRequired#
    Human-readable error message.
  • detailsobject#
    Optional structured detail about the error.

FileResource

Imported from delio-core.

  • uuidstringRequired#
    uuid from delio-core.
  • namestringRequired#
    name from delio-core.
  • hashNamestringRequired#
    hashName from delio-core.
  • sizeintegerRequired#
    size from delio-core.

FormFieldAnswersResource

Imported from delio-core.

  • answerobject | null#
    answer from delio-core.
  • rawobject | null#
    raw from delio-core.
  • createdAtstring | null#
    createdAt from delio-core.
  • formFieldFormFieldResource | null#
    formField from delio-core.

FormFieldConditionResource

Imported from delio-core.

  • valuestringRequired#
    value from delio-core.
  • operator'=' | '!=' | '>' | '<' | '>=' | '<=' | '??'Required#
    operator from delio-core.
  • againstFormFieldFormFieldResource | null#
    againstFormField from delio-core.

FormFieldResource

Imported from delio-core.

  • labelstringRequired#
    label from delio-core.
  • namestringRequired#
    name from delio-core.
  • uuidstring | null#
    uuid from delio-core.
  • referencestring | null#
    reference from delio-core.
  • validatorstring | null#
    validator from delio-core.
  • orderinteger | null#
    order from delio-core.
  • descriptionstring | null#
    description from delio-core.
  • placeholderstring | null#
    placeholder from delio-core.
  • prePopulationKeystring | null#
    prePopulationKey from delio-core.
  • backfillboolean | null#
    backfill from delio-core.
  • optionsunknown[] | null#
    options from delio-core.
  • optionPresetUuidstring | null#
    optionPresetUuid from delio-core.
  • optionPresetFormOptionPresetResource | null#
    optionPreset from delio-core.
  • formPageFormPageResource | null#
    formPage from delio-core.
  • formFormResource | null#
    form from delio-core.
  • formFieldTypeFormFieldTypeResourceRequired#
    formFieldType from delio-core.
  • formFieldConditionsFormFieldConditionResource[]#
    formFieldConditions from delio-core.

FormFieldTypeResource

Imported from delio-core.

  • namestringRequired#
    name from delio-core.

FormImplementationAssignmentResource

Imported from delio-core.

  • uuidstringRequired#
    uuid from delio-core.
  • type'DEAL' | 'USER' | 'COMPLIANCE'Required#
    type from delio-core.

FormImplementationDocumentResource

Imported from delio-core.

  • uuidstringRequired#
    uuid from delio-core.
  • documentDocumentResource | null#
    document from delio-core.

FormImplementationResource

Imported from delio-core.

  • uuidstringRequired#
    uuid from delio-core.
  • createdAtstringRequired#
    createdAt from delio-core.
  • startedOnstring | null#
    startedOn from delio-core.
  • completedOnstring | null#
    completedOn from delio-core.
  • formFormResourceRequired#
    form from delio-core.
  • formFieldAnswersFormFieldAnswersResource[]Required#
    formFieldAnswers from delio-core.
  • type'TRANSACTION' | 'DEAL' | 'USER' | null#
    type from delio-core.
  • formImplementationAssignmentsFormImplementationAssignmentResource[]#
    formImplementationAssignments from delio-core.

FormImplementationThroughComplianceResource

Imported from delio-core.

  • canGoBackbooleanRequired#
    canGoBack from delio-core.

FormOptionPresetResource

Imported from delio-core.

  • uuidstringRequired#
    uuid from delio-core.
  • namestringRequired#
    name from delio-core.
  • descriptionstring | null#
    description from delio-core.
  • itemsunknown[]Required#
    items from delio-core.
  • createdAtstring | null#
    createdAt from delio-core.
  • updatedAtstring | null#
    updatedAt from delio-core.

FormPageResource

Imported from delio-core.

  • uuidstring | null#
    uuid from delio-core.
  • namestring | null#
    name from delio-core.
  • descriptionstring | null#
    description from delio-core.
  • orderinteger | null#
    order from delio-core.

FormResource

Imported from delio-core.

  • namestringRequired#
    name from delio-core.
  • uuidstringRequired#
    uuid from delio-core.
  • descriptionstring | null#
    description from delio-core.
  • statestring | null#
    state from delio-core.
  • formFieldsFormFieldResource[]#
    formFields from delio-core.
  • formPagesFormPageResource[]#
    formPages from delio-core.
  • formSettingsFormSettingResource[]#
    formSettings from delio-core.
  • formTypeFormTypeResource | null#
    formType from delio-core.
  • editorValidatorEditorValidatorResource | null#
    editorValidator from delio-core.

FormSettingResource

Imported from delio-core.

  • namestringRequired#
    name from delio-core.
  • valueobject | null#
    value from delio-core.

FormTemplateResource

Imported from delio-core.

  • uuidstringRequired#
    uuid from delio-core.
  • templateTemplateResourceRequired#
    template from delio-core.

FormTypeResource

Imported from delio-core.

  • uuidstringRequired#
    uuid from delio-core.
  • namestringRequired#
    name from delio-core.

InvestorPreferenceFormClassificationResource

Imported from delio-core.

  • investorClassIdintegerRequired#
    investorClassId from delio-core.

InvestorPreferenceFormResource

Imported from delio-core.

  • uuidstringRequired#
    uuid from delio-core.
  • formFormResourceRequired#
    form from delio-core.
  • statestring | null#
    state from delio-core.
  • enforcementTypestringRequired#
    enforcementType from delio-core.
  • editablebooleanRequired#
    editable from delio-core.
  • classificationsInvestorPreferenceFormClassificationResource[]#
    classifications from delio-core.
  • formImplementationFormImplementationResource | null#
    formImplementation from delio-core.
  • userStateInvestorPreferenceFormUserStateResource | null#
    userState from delio-core.

InvestorPreferenceFormUserStateResource

Imported from delio-core.

  • seenbooleanRequired#
    seen from delio-core.
  • dismissedbooleanRequired#
    dismissed from delio-core.
  • savedbooleanRequired#
    saved from delio-core.

ObjectRequest

Generic JSON object request body. The exact shape is documented in the corresponding Action class in the delio-core repo.

No properties.

ObjectResponse

Generic JSON object response. The exact shape is documented in the corresponding Action class in the delio-core repo.

No properties.

OrganisationSettingResource

Imported from delio-core.

  • keystringRequired#
    key from delio-core.
  • titlestringRequired#
    title from delio-core.
  • summarystringRequired#
    summary from delio-core.
  • categorystringRequired#
    category from delio-core.
  • enabledbooleanRequired#
    enabled from delio-core.
  • superAdminOnlybooleanRequired#
    superAdminOnly from delio-core.

OrganisationSummarySettingResource

Imported from delio-core.

  • labelstring | null#
    label from delio-core.
  • emailstring | null#
    email from delio-core.
  • email_labelstring | null#
    email_label from delio-core.

Portfolio_AddPartialAssetRequest

Validation for creating a partial (placeholder) asset. Requires a name, an external identifier, and the source system that the asset originates from. Partial assets are lightweight placeholders created before full asset details are available.

  • namestring#
    name field.
  • idstring#
    id field.
  • sourcestring#
    source field.

Portfolio_AdjustmentType

Imported from Portfolio (AdjustmentType).

  • open_committed_increaseenum value#
  • open_committed_decreaseenum value#

Portfolio_AssetClass

Imported from Portfolio (AssetClass).

  • cashenum value#
  • debtenum value#
  • equityenum value#
  • hybridenum value#
  • multi_assetenum value#
  • real_assetsenum value#
  • real_estateenum value#
  • collectibleenum value#
  • collectiblesenum value#
  • mezzanine_financeenum value#
  • convertible_loanenum value#

Portfolio_AssetResource

Imported from Portfolio (AssetResource).

  • idstring#
    id field.
  • parent_asset_idstring#
    parent_asset_id field.
  • client_referencestring#
    client_reference field.
  • guidstring#
    guid field.
  • namestring#
    name field.
  • classstring#
    class field.
  • structurestring#
    structure field.
  • uidstring#
    uid field.
  • sourcestring#
    source field.
  • source_idstring#
    source_id field.
  • descriptionstring#
    description field.
  • currencystring#
    currency field.
  • has_subpositionsstring#
    has_subpositions field.
  • has_parentstring#
    has_parent field.
  • subposition_typestring#
    subposition_type field.
  • created_atstring#
    created_at field.
  • updated_atstring#
    updated_at field.
  • raw_asset_datastring#
    raw_asset_data field.
  • asset_datastring#
    asset_data field.
  • metadatastring#
    metadata field.
  • togglesobject#
    toggles field.
  • has_fund_cashboolean#
    has_fund_cash field.
  • fund_cash_idstring#
    fund_cash_id field.
  • has_fund_cash_potsstring#
    has_fund_cash_pots field.
  • parent_has_fund_cashstring#
    parent_has_fund_cash field.
  • parent_namestring#
    parent_name field.

Portfolio_AssetStructure

Imported from Portfolio (AssetStructure).

  • directenum value#
  • private_equity_fundenum value#

Portfolio_AssetTransferResource

Imported from Portfolio (AssetTransferResource).

  • idstring#
    id field.
  • transferorPortfolio_InvestorResource#
    transferor field.
  • transfereePortfolio_InvestorResource#
    transferee field.
  • assetPortfolio_AssetResource#
    asset field.
  • commitment_transferredstring#
    commitment_transferred field.
  • commitment_percentagestring#
    commitment_percentage field.
  • date_of_transferstring#
    date_of_transfer field.
  • descriptionstring#
    description field.

Portfolio_AssetValuationResource

Imported from Portfolio (AssetValuationResource).

  • idstring#
    id field.
  • asset_idstring#
    asset_id field.
  • asset_referencestring#
    asset_reference field.
  • investorPortfolio_Investor#
    investor field.
  • valuestring#
    value field.
  • formatted_valuestring#
    formatted_value field.
  • datestring#
    date field.
  • currencystring#
    currency field.
  • descriptionstring#
    description field.
  • creation_typestring#
    creation_type field.
  • unitsstring#
    units field.
  • total_valuestring#
    total_value field.

Portfolio_AssetValuationUpdateRequest

Asset valuation update request Validates the fields for updating an existing valuation record. All fields are nullable, so only the fields provided will be changed. The value must be a non-negative decimal, and description is limited to 5000 characters.

  • datestring#
    date field.
  • valuenumber#
    value field.
  • descriptionstring#
    description field.
  • investor_idsstring[]#
    investor_ids field.

Portfolio_BasicCashAccountRequest

Basic cash account transaction request Validates the common fields shared by credit (deposit) and debit (withdrawal) transactions: the investor, amount, and transaction date. The amount must be a non-negative decimal with up to 14 decimal places.

  • investor_idinteger#
    investor_id field.
  • amountnumber#
    amount field.
  • datestring#
    date field.

Portfolio_BulkUploadTemplates

Imported from Portfolio (BulkUploadTemplates).

  • ASSETenum value#
  • ASSET_DIRECTenum value#
  • VALenum value#
  • INVESTORSenum value#
  • SUBenum value#
  • CAPenum value#
  • DISTenum value#
  • INVESTMENTS_DIRECTenum value#
  • FUND_TRANSACTIONSenum value#
  • CASH_POOLSenum value#

Portfolio_CapitalCallNoticeRequest

Validates a request to generate capital call notice PDFs. The transaction must exist and be of type "capital_call". An optional description (max 950 characters) can be included on each notice.

  • transaction_idinteger#
    transaction_id field.
  • document_titlestring#
    document_title field.
  • descriptionstring#
    description field.

Portfolio_CashAccountCashflowResource

Imported from Portfolio (CashAccountCashflowResource).

  • idstring#
    id field.
  • transaction_descriptionstring#
    transaction_description field.
  • currencystring#
    currency field.
  • amountstring#
    amount field.
  • typestring#
    type field.

Portfolio_CashAccountResource

Imported from Portfolio (CashAccountResource).

  • idstring#
    id field.
  • namestring#
    name field.
  • currencystring#
    currency field.
  • balancestring#
    balance field.

Portfolio_CashAccountTransferRequest

Cash account transfer request Validates the fields for transferring funds between two cash accounts. Requires the source and destination accounts, investor, amount, exchange rate, and transaction date. Both amount and exchange rate must be non-negative decimals with up to 14 decimal places.

  • investor_idinteger#
    investor_id field.
  • from_cash_account_idinteger#
    from_cash_account_id field.
  • to_cash_account_idinteger#
    to_cash_account_id field.
  • amountnumber#
    amount field.
  • exchange_ratenumber#
    exchange_rate field.
  • datestring#
    date field.

Portfolio_CashFlowResource

Imported from Portfolio (CashFlowResource).

  • idstring#
    id field.
  • asset_referencestring#
    asset_reference field.
  • asset_idstring#
    asset_id field.
  • investor_referencestring#
    investor_reference field.
  • investor_idstring#
    investor_id field.
  • descriptionstring#
    description field.
  • typestring#
    type field.
  • invoice_datestring#
    invoice_date field.
  • settlement_datestring#
    settlement_date field.
  • valuestring#
    value field.
  • shares_issuedunknown#
    shares_issued field.
  • shares_disposedunknown#
    shares_disposed field.

Portfolio_CashFlowType

Imported from Portfolio (CashFlowType).

  • drawdownenum value#
  • units_assignedenum value#
  • fully_paid_upenum value#
  • capital_callenum value#
  • capital_repaymentenum value#
  • distributionenum value#
  • investmentenum value#
  • fund_investmentenum value#
  • fund_cash_movementenum value#
  • fund_cash_creditenum value#
  • fund_cash_debitenum value#
  • redemptionenum value#
  • dividendenum value#
  • other_incomeenum value#
  • fund_redemptionenum value#
  • fund_dividendenum value#
  • fund_other_incomeenum value#
  • feeenum value#
  • subscription_feeenum value#
  • transfer_outenum value#
  • transfer_inenum value#
  • subscription_transfer_inenum value#
  • subscription_transfer_outenum value#
  • fund_transfer_outenum value#
  • fund_transfer_inenum value#
  • unpaid_capital_transferenum value#

Portfolio_CashRoutingType

Imported from Portfolio (CashRoutingType).

  • cash_accountenum value#
  • external_cashenum value#
  • assetenum value#

Portfolio_ConfigSettingsRequest

Validates a request to update application configuration settings. Requires a "model" matching a registered Configs enum case and either a single "key" or an array of "keys" to update. Supported keys include display preferences (showIRR, hideDatePicker, etc.), transaction flags (enableHistoricalAssetTransfer), and tax toggles (enableDistributionTax).

  • model'CONFIG' | 'TRANSACTION' | 'TAX'#
    model field.
  • key'reportingQuarter' | 'showIRR' | 'showFee' | 'hideValuationBridge' | 'hideDatePicker' | 'showInvestorUnitsVPU' | 'enableHistoricalAssetTransfer' | 'enableDistributionTax'#
    key field.
  • reportingQuarterstring#
    Config
  • showIRRboolean#
    showIRR field.
  • showFeeboolean#
    showFee field.
  • hideValuationBridgeboolean#
    hideValuationBridge field.
  • hideDatePickerboolean#
    hideDatePicker field.
  • showInvestorUnitsVPUboolean#
    showInvestorUnitsVPU field.
  • enableHistoricalAssetTransferboolean#
    Transaction
  • enableDistributionTaxboolean#
    Tax
  • keys'reportingQuarter' | 'showIRR' | 'showFee' | 'hideValuationBridge' | 'hideDatePicker' | 'showInvestorUnitsVPU' | 'enableHistoricalAssetTransfer' | 'enableDistributionTax'[]#
    keys field.

Portfolio_CreateAdjustmentRequest

Validates a request to create a capital adjustment on an asset.

  • asset_idinteger#
    asset_id field.
  • effective_datestring#
    effective_date field.
  • typePortfolio_AdjustmentType#
    type field.
  • amountnumber#
    amount field.

Portfolio_CreateAssetTransferPITRequest

Validates a request to create a point-in-time asset transfer by commitment percentage.

  • asset_idinteger#
    asset_id field.
  • settlement_datestring#
    settlement_date field.
  • transferor_idinteger#
    transferor_id field.
  • transferee_idstring#
    transferee_id field.
  • commitment_percentagenumber#
    commitment_percentage field.
  • descriptionstring#
    description field.

Portfolio_CreateAssetTransferRequest

Validates a request to transfer asset ownership from one investor to another.

  • transferor_idinteger#
    transferor_id field.
  • transferee_idstring#
    transferee_id field.
  • asset_idinteger#
    asset_id field.
  • commitment_to_transfernumber#
    commitment_to_transfer field.
  • commitment_percentagenumber#
    commitment_percentage field.
  • descriptionstring#
    description field.

Portfolio_CreateCapitalCallRequest

Validates a request to issue a capital call against a Private Equity Fund asset.

  • asset_idinteger#
    asset_id field.
  • sourcestring#
    source field.
  • source_idstring#
    source_id field.
  • percentage_callnumber#
    percentage_call field.
  • price_per_unitnumber#
    price_per_unit field.
  • currencystring#
    currency field.
  • invoice_datestring#
    invoice_date field.
  • descriptionstring#
    description field.
  • settlement_datestring#
    settlement_date field.
  • investor_funding_sourcesobject[]#
    investor_funding_sources field.

Portfolio_CreateCashAccountRequest

Create cash account request Validates the fields for creating a new cash account. The currency must be unique (case-insensitive) across all existing cash accounts. Both currency and name are required and limited to 255 characters.

  • currencystring#
    currency field.
  • namestring#
    name field.

Portfolio_CreateDirectAssetRequest

Validation for creating a Direct Investment asset. Extends the base asset creation rules with fields specific to Direct Investments, including vintage year, stage, sector and geographic allocation percentages, ownership percentage, and debt-related fields such as repayment date and interest rate.

  • client_referencestring#
    client_reference field.
  • namestring#
    name field.
  • sourcestring#
    source field.
  • source_idstring#
    source_id field.
  • descriptionstring#
    description field.
  • classPortfolio_AssetClass#
    class field.
  • currencystring#
    currency field.
  • investor_subscription_distributionboolean#
    investor_subscription_distribution field.
  • manual_valuationboolean#
    manual_valuation field.
  • show_fund_activity_to_investorsboolean#
    show_fund_activity_to_investors field.
  • investor_fund_investment_assignmentboolean#
    investor_fund_investment_assignment field.
  • parent_asset_idinteger#
    parent_asset_id field.
  • subposition_typePortfolio_SubPositionType#
    subposition_type field.
  • valuationnumber#
    valuation field.
  • valuation_datestring#
    valuation_date field.
  • structure'direct'#
    structure field.
  • vintageinteger#
    vintage field.
  • stagePortfolio_StageEnum#
    stage field.
  • sector_allocationstring#
    sector_allocation field.
  • geographic_allocationstring#
    geographic_allocation field.
  • percentage_ownershipnumber#
    percentage_ownership field.
  • repayment_datestring#
    repayment_date field.
  • interest_ratestring#
    interest_rate field.
  • interest_payment_frequencystring#
    interest_payment_frequency field.
  • conversion_datestring#
    conversion_date field.
  • conversion_termsstring#
    conversion_terms field.
  • locationstring#
    location field.

Portfolio_CreateDistributionDividendRequest

Validates a request to create a direct dividend distribution for selected investors.

  • asset_idinteger#
    asset_id field.
  • investor_idinteger#
    investor_id field.
  • settlement_datestring#
    settlement_date field.
  • total_unitsnumber#
    total_units field.
  • price_per_unitnumber#
    price_per_unit field.
  • gross_valuenumber#
    gross_value field.
  • currencystring#
    currency field.
  • descriptionstring#
    description field.
  • investment_typePortfolio_DistributionInvestmentType#
    investment_type field.
  • taxnumber#
    tax field.
  • investor_idsnumber[]#
    investor_ids field.

Portfolio_CreateDistributionOtherIncomeRequest

Validates a request to create a direct other-income distribution for selected investors.

  • asset_idinteger#
    asset_id field.
  • investor_idinteger#
    investor_id field.
  • settlement_datestring#
    settlement_date field.
  • total_unitsnumber#
    total_units field.
  • price_per_unitnumber#
    price_per_unit field.
  • gross_valuenumber#
    gross_value field.
  • currencystring#
    currency field.
  • descriptionstring#
    description field.
  • investment_typePortfolio_DistributionInvestmentType#
    investment_type field.
  • taxnumber#
    tax field.
  • investor_idsnumber[]#
    investor_ids field.

Portfolio_CreateDistributionRedemptionRequest

Validates a request to create a direct redemption distribution for selected investors.

  • asset_idinteger#
    asset_id field.
  • investor_idinteger#
    investor_id field.
  • settlement_datestring#
    settlement_date field.
  • total_unitsnumber#
    total_units field.
  • price_per_unitnumber#
    price_per_unit field.
  • gross_valuenumber#
    gross_value field.
  • currencystring#
    currency field.
  • descriptionstring#
    description field.
  • investment_typePortfolio_DistributionInvestmentType#
    investment_type field.
  • taxnumber#
    tax field.
  • capital_returnnumber#
    capital_return field.
  • capital_gainsnumber#
    capital_gains field.
  • investor_idsnumber[]#
    investor_ids field.

Portfolio_CreateFeeRequest

Validates a request to record a fee against an asset for one or more investors.

  • typePortfolio_FeeType#
    type field.
  • asset_idnumber#
    asset_id field.
  • invoice_datestring#
    invoice_date field.
  • settlement_datestring#
    settlement_date field.
  • amountnumber#
    amount field.
  • descriptionstring#
    description field.
  • investorsinteger[]#
    investors field.

Portfolio_CreateFundCashPotRequest

Create / update fund cash pot request Validates the fields for creating or updating a fund cash pot. The name is required; the description is optional and limited to 255 characters.

  • namestring#
    name field.
  • descriptionstring#
    description field.

Portfolio_CreateFundDistributionDividendRequest

Validates a request to create a fund-level dividend distribution.

  • asset_idinteger#
    asset_id field.
  • investor_idinteger#
    investor_id field.
  • settlement_datestring#
    settlement_date field.
  • total_unitsnumber#
    total_units field.
  • price_per_unitnumber#
    price_per_unit field.
  • gross_valuenumber#
    gross_value field.
  • currencystring#
    currency field.
  • descriptionstring#
    description field.
  • investment_typePortfolio_DistributionInvestmentType#
    investment_type field.
  • taxnumber#
    tax field.

Portfolio_CreateFundDistributionOtherIncomeRequest

Validates a request to create a fund-level other-income distribution.

  • asset_idinteger#
    asset_id field.
  • investor_idinteger#
    investor_id field.
  • settlement_datestring#
    settlement_date field.
  • total_unitsnumber#
    total_units field.
  • price_per_unitnumber#
    price_per_unit field.
  • gross_valuenumber#
    gross_value field.
  • currencystring#
    currency field.
  • descriptionstring#
    description field.
  • investment_typePortfolio_DistributionInvestmentType#
    investment_type field.
  • taxnumber#
    tax field.

Portfolio_CreateFundDistributionRedemptionRequest

Validates a request to create a fund-level redemption distribution.

  • asset_idinteger#
    asset_id field.
  • investor_idinteger#
    investor_id field.
  • settlement_datestring#
    settlement_date field.
  • total_unitsnumber#
    total_units field.
  • price_per_unitnumber#
    price_per_unit field.
  • gross_valuenumber#
    gross_value field.
  • currencystring#
    currency field.
  • descriptionstring#
    description field.
  • investment_typePortfolio_DistributionInvestmentType#
    investment_type field.
  • taxnumber#
    tax field.
  • capital_returnnumber#
    capital_return field.
  • capital_gainsnumber#
    capital_gains field.

Portfolio_CreateFundInvestmentRequest

Validates a request to create a fund-level investment from a source asset.

  • asset_idnumber#
    asset_id field.
  • source_asset_idnumber#
    source_asset_id field.
  • investor_idinteger#
    investor_id field.
  • datestring#
    date field.
  • number_of_shares_issuednumber#
    number_of_shares_issued field.
  • price_per_unitnumber#
    price_per_unit field.
  • total_valuenumber#
    total_value field.
  • typePortfolio_DistributionInvestmentType#
    type field.

Portfolio_CreateGeographicLocation

Create geographic location request Validates the required fields for creating a new geographic location. Only the location name is required; it is created as enabled by default.

  • namestring#
    name field.

Portfolio_CreateInvestmentRequest

Validates a request to record a direct investment, issuing shares to an investor.

  • asset_idnumber#
    asset_id field.
  • investor_idstring#
    investor_id field.
  • datestring#
    date field.
  • funding_sourcePortfolio_CashRoutingType#
    funding_source field.
  • number_of_shares_issuednumber#
    number_of_shares_issued field.
  • price_per_unitnumber#
    price_per_unit field.
  • total_valuenumber#
    total_value field.

Portfolio_CreatePrivateEquityFundRequest

Validation for creating a Private Equity Fund asset. Extends the base asset creation rules with fields specific to Private Equity Funds, including term of fund, vintage year, investment style, fund type, subscription type, and sector/geographic allocation percentages.

  • client_referencestring#
    client_reference field.
  • namestring#
    name field.
  • sourcestring#
    source field.
  • source_idstring#
    source_id field.
  • descriptionstring#
    description field.
  • classPortfolio_AssetClass#
    class field.
  • currencystring#
    currency field.
  • investor_subscription_distributionboolean#
    investor_subscription_distribution field.
  • manual_valuationboolean#
    manual_valuation field.
  • show_fund_activity_to_investorsboolean#
    show_fund_activity_to_investors field.
  • investor_fund_investment_assignmentboolean#
    investor_fund_investment_assignment field.
  • parent_asset_idinteger#
    parent_asset_id field.
  • subposition_typePortfolio_SubPositionType#
    subposition_type field.
  • valuationnumber#
    valuation field.
  • valuation_datestring#
    valuation_date field.
  • term_of_fundstring#
    term_of_fund field.
  • vintageinteger#
    vintage field.
  • stylestring#
    style field.
  • fund_typePortfolio_FundType#
    fund_type field.
  • subscription_typePortfolio_SubscriptionType#
    subscription_type field.
  • sector_allocationstring#
    sector_allocation field.
  • geographic_allocationstring#
    geographic_allocation field.

Portfolio_CreateRequestedTransactionRequest

Validates a request to create a draft transaction pending approval.

  • asset_idinteger#
    asset_id field.
  • requested_bystring<uuid>#
    requested_by field.
  • typePortfolio_RequestedTransactionType#
    type field.
  • metastring[]#
    meta field.

Portfolio_CreateSubscriptionRequest

Validates a request to create a subscription transaction on a Private Equity Fund asset.

  • asset_idinteger#
    asset_id field.
  • sourcestring#
    source field.
  • source_idstring#
    source_id field.
  • investor_idstring#
    investor_id field.
  • totalnumber#
    total field.
  • feenumber#
    fee field.
  • invoice_datestring#
    invoice_date field.
  • settlement_datestring#
    settlement_date field.
  • funding_sourcePortfolio_CashRoutingType#
    funding_source field.
  • descriptionstring#
    description field.
  • unitsnumber#
    Required if asset is subscription type `units_assigned` or `fully_paid_up`
  • price_per_unitnumber#
    Required if asset is subscription type `units_assigned` or `fully_paid_up`

Portfolio_DistributionInvestmentType

Imported from Portfolio (DistributionInvestmentType).

  • cashenum value#
  • unitsenum value#

Portfolio_DistributionNoticeRequest

Validates a request to generate distribution notice PDFs. Requires a title and a transaction ID. Optionally accepts a description and a tax footnote to appear on each generated notice.

  • titlestring#
    title field.
  • descriptionstring#
    description field.
  • transaction_idinteger#
    transaction_id field.
  • tax_footnotestring#
    tax_footnote field.

Portfolio_EditGeographicLocation

Edit geographic location request Validates the fields for updating a geographic location. Both name and enabled status are required on every update.

  • namestring#
    name field.
  • enabledboolean#
    enabled field.

Portfolio_FeeType

Imported from Portfolio (FeeType).

  • one_off_feeenum value#
  • ongoing_feeenum value#
  • management_feeenum value#
  • admin_feeenum value#
  • performance_feeenum value#
  • subscription_feeenum value#
  • transaction_feeenum value#
  • taxenum value#
  • capital_gain_taxenum value#
  • dividend_taxenum value#
  • other_taxenum value#
  • equalisation_feeenum value#
  • transferee_feeenum value#
  • transferor_feeenum value#

Portfolio_FormCalculateFundRedemptionValuesRequest

Validates inputs for calculating fund-level redemption values at a point in time.

  • asset_idinteger#
    asset_id field.
  • total_valuenumber#
    total_value field.
  • number_of_unitsnumber#
    number_of_units field.
  • price_per_unitnumber#
    price_per_unit field.
  • held_atstring#
    held_at field.

Portfolio_FormCalculateNumberOfSharesRequest

Validates inputs for calculating the number of shares from total value and share value.

  • total_valuenumber#
    total_value field.
  • share_valuenumber#
    share_value field.

Portfolio_FormCalculateRedemptionValuesRequest

Validates inputs for calculating per-investor redemption values on a direct asset.

  • asset_idinteger#
    asset_id field.
  • total_valuenumber#
    total_value field.
  • number_of_unitsnumber#
    number_of_units field.
  • price_per_unitnumber#
    price_per_unit field.
  • held_atstring#
    held_at field.
  • investor_idsnumber[]#
    investor_ids field.

Portfolio_FormCalculateRequestRedemptionValuesRequest

Validates inputs for calculating redemption values for a requested (draft) transaction.

  • asset_idinteger#
    asset_id field.
  • investor_idinteger#
    investor_id field.
  • total_valuenumber#
    total_value field.
  • number_of_unitsnumber#
    number_of_units field.
  • held_atstring#
    held_at field.

Portfolio_FormCalculateTotalValueRequest

Validates inputs for calculating total value from share value and number of shares.

  • share_valuenumber#
    share_value field.
  • number_of_sharesnumber#
    number_of_shares field.

Portfolio_FundCashCreditRequest

Validates a request to credit cash into a fund's cash account or cash pot.

  • route_type'fund_cash' | 'fund_cash_pot'#
    route_type field.
  • route_idstring#
    route_id field.
  • settlement_datestring#
    settlement_date field.
  • asset_idinteger#
    asset_id field.
  • investor_idinteger#
    investor_id field.
  • amountnumber#
    amount field.
  • descriptionstring#
    description field.

Portfolio_FundCashDebitRequest

Validates a request to debit cash from a fund's cash account or cash pot.

  • source_type'fund_cash' | 'fund_cash_pot'#
    source_type field.
  • source_idstring#
    source_id field.
  • settlement_datestring#
    settlement_date field.
  • asset_idinteger#
    asset_id field.
  • investor_idinteger#
    investor_id field.
  • amountnumber#
    amount field.
  • descriptionstring#
    description field.

Portfolio_FundCashMovementRequest

Validates a request to move cash between two fund cash accounts or cash pots.

  • source_type'fund_cash' | 'fund_cash_pot'#
    source_type field.
  • source_idstring#
    source_id field.
  • route_type'fund_cash' | 'fund_cash_pot'#
    route_type field.
  • route_idstring#
    route_id field.
  • settlement_datestring#
    settlement_date field.
  • asset_idinteger#
    asset_id field.
  • investor_idinteger#
    investor_id field.
  • amountnumber#
    amount field.
  • descriptionstring#
    description field.

Portfolio_FundCashPotResource

Imported from Portfolio (FundCashPotResource).

  • idstring#
    id field.
  • fund_cash_idstring#
    fund_cash_id field.
  • namestring#
    name field.
  • descriptionstring#
    description field.
  • cash_instring#
    cash_in field.
  • cash_outstring#
    cash_out field.
  • balancestring#
    balance field.
  • last_cashflow_datestring<date-time>#
    last_cashflow_date field.

Portfolio_FundType

Imported from Portfolio (FundType).

  • open_endedenum value#
  • closedenum value#

Portfolio_Illuminate_Http_Resources_Json_ResourceCollection

Imported from Portfolio (Illuminate_Http_Resources_Json_ResourceCollection).

Portfolio_InvestmentTableFilter

Imported from Portfolio (InvestmentTableFilter).

  • WITHenum value#
  • WITHOUTenum value#
  • ALLenum value#

Portfolio_Investor

Imported from Portfolio (Investor).

Array of string.

Portfolio_InvestorAssetsRequest

Investor assets request Validates the parameters for retrieving assets held by one or more investors. Requires an array of investor IDs and a valuation date.

  • investor_idsstring[]#
    investor_ids field.
  • datestring#
    date field.

Portfolio_InvestorResource

Imported from Portfolio (InvestorResource).

  • idstring#
    id field.
  • client_referencestring#
    client_reference field.
  • guidstring#
    guid field.
  • emailstring#
    email field.
  • sourcestring#
    source field.
  • namestring#
    name field.
  • source_idstring#
    source_id field.
  • created_atstring#
    created_at field.
  • updated_atstring#
    updated_at field.

Portfolio_JobAuditResource

Imported from Portfolio (JobAuditResource).

  • guidstring#
    guid field.
  • job_namestring#
    job_name field.
  • statusstring#
    status field.
  • metadatastring#
    metadata field.
  • failure_reasonstring#
    failure_reason field.
  • queued_atstring#
    queued_at field.
  • processing_atstring#
    processing_at field.
  • processed_atstring#
    processed_at field.
  • failed_atstring#
    failed_at field.
  • created_atstring#
    created_at field.
  • updated_atstring#
    updated_at field.
  • reversalPortfolio_JobAuditResource#
    reversal field.

Portfolio_JsonResource

Imported from Portfolio (JsonResource).

Portfolio_MarkCapitalCallPaidRequest

Validates a request to mark a capital call as fully paid on a given date.

  • datestring#
    date field.

Portfolio_NotFoundError

Imported from Portfolio (NotFoundError).

  • messagestring#
    message field.

Portfolio_PartialCapitalCallPaymentRequest

Validates a request to record a partial payment against a capital call.

  • datestring#
    date field.
  • amountnumber#
    amount field.

Portfolio_QuarterlyReportRequest

Validates a request to generate quarterly investor reports. Requires a reporting end date and at least the investors array. Optionally accepts a list of assets, each with an optional comment that appears as per-asset commentary in the generated PDF.

  • document_titlestring#
    document_title field.
  • reporting_end_datestring#
    reporting_end_date field.
  • investorsobject[]#
    investors field.
  • assetsobject[]#
    assets field.

Portfolio_ReportSettingsRequest

Validates a request to update a report template setting. Accepts a "key" identifying which setting to change (contacts, disclaimer, glossary, logo, footer, or organisationName) along with the corresponding value. Contacts and glossary entries are validated as nested arrays; logo must be an uploaded image file.

  • key'contacts' | 'disclaimer' | 'glossary' | 'logo' | 'footer' | 'organisationName'#
    key field.
  • disclaimerstring#
    disclaimer field.
  • organisationNamestring#
    organisationName field.
  • contactsobject[]#
    contacts field.
  • glossaryobject[]#
    glossary field.

Portfolio_RequestedTransactionResource

Imported from Portfolio (RequestedTransactionResource).

  • guidstring#
    guid field.
  • assetPortfolio_AssetResource#
    asset field.
  • investorPortfolio_InvestorResource#
    investor field.
  • typestring#
    type field.
  • statestring#
    state field.
  • settlement_datestring#
    settlement_date field.
  • metastring#
    meta field.
  • created_atstring#
    created_at field.
  • updated_atstring#
    updated_at field.
  • internal_user_namestring#
    internal_user_name field.
  • rejection_reasonstring#
    rejection_reason field.

Portfolio_RequestedTransactionState

Imported from Portfolio (RequestedTransactionState).

  • requestedenum value#
  • pendingenum value#
  • rejectedenum value#
  • approvedenum value#

Portfolio_RequestedTransactionType

Imported from Portfolio (RequestedTransactionType).

  • redemptionenum value#
  • asset_transferenum value#
  • asset_transfer_pitenum value#

Portfolio_ResourceCollection

Imported from Portfolio (ResourceCollection).

Portfolio_StageEnum

Imported from Portfolio (StageEnum).

  • pre_seedenum value#
  • seedenum value#
  • start_upenum value#
  • early_stage_venturesenum value#
  • growthenum value#
  • pre_ipoenum value#
  • publicenum value#
  • distributed_special_situationsenum value#

Portfolio_StoreInvestorRequest

Create investor request Validates the required fields for creating a new investor record. The client_reference and email must be unique across all investors.

  • client_referencestring#
    client_reference field.
  • namestring#
    name field.
  • emailstring#
    email field.
  • sourcestring#
    source field.
  • source_idstring#
    source_id field.

Portfolio_StoreTenantRequest

Imported from Portfolio (StoreTenantRequest).

  • namestring#
    name field.
  • databasestring#
    database field.
  • geographiesstring[]#
    geographies field.

Portfolio_SubPositionType

Imported from Portfolio (SubPositionType).

  • classenum value#
  • underlying_investmentenum value#

Portfolio_SubscriptionType

Imported from Portfolio (SubscriptionType).

  • drawdownenum value#
  • units_assignedenum value#
  • fully_paid_upenum value#

Portfolio_TaxType

Imported from Portfolio (TaxType).

  • taxenum value#
  • capital_gain_taxenum value#
  • dividend_taxenum value#
  • other_taxenum value#

Portfolio_TenantStatus

Imported from Portfolio (TenantStatus).

  • activeenum value#
  • suspendedenum value#

Portfolio_TransactionResource

Imported from Portfolio (TransactionResource).

  • idstring#
    id field.
  • typestring#
    type field.
  • guidstring#
    guid field.
  • created_atstring#
    created_at field.

Portfolio_TransactionTableType

Imported from Portfolio (TransactionTableType).

  • transactionsenum value#
  • feesenum value#

Portfolio_TransactionType

Imported from Portfolio (TransactionType).

  • subscriptionenum value#
  • capital_callenum value#
  • capital_repaymentenum value#
  • distributionenum value#
  • fund_distributionenum value#
  • redemptionenum value#
  • incomeenum value#
  • dividendenum value#
  • otherenum value#
  • disposalenum value#
  • fund_investmentenum value#
  • investmentenum value#
  • feeenum value#
  • fund_cash_creditenum value#
  • fund_cash_debitenum value#
  • fund_cash_movementenum value#
  • transferenum value#

Portfolio_UnauthorizedError

Imported from Portfolio (UnauthorizedError).

  • messagestring#
    message field.

Portfolio_UnitsHeldFundRequest

Validation for querying fund-level units held in an asset. Requires a held_at date and optionally accepts an investor ID to scope the query to a single investor's fund unit holdings.

  • held_atstring#
    held_at field.
  • investor_idinteger#
    investor_id field.

Portfolio_UnitsHeldRequest

Validation for querying the total units held in an asset. Requires a list of investor IDs and a held_at date. Returns the sum of units held by the specified investors at that point in time.

  • held_atstring#
    held_at field.
  • investor_idsinteger[]#
    investor_ids field.

Portfolio_UpdateAssetConfigurationRequest

Validation for updating asset configuration settings. Validates operational configuration changes such as subscription type, which controls how investor capital calls and subscriptions are processed.

  • subscription_typePortfolio_SubscriptionType#
    subscription_type field.

Portfolio_UpdateDirectAssetRequest

Validation for updating a Direct Investment asset. Inherits all Direct Investment creation rules but adjusts the client reference uniqueness check to exclude the asset currently being updated.

  • client_referencestring#
    client_reference field.
  • namestring#
    name field.
  • sourcestring#
    source field.
  • source_idstring#
    source_id field.
  • descriptionstring#
    description field.
  • classPortfolio_AssetClass#
    class field.
  • currencystring#
    currency field.
  • investor_subscription_distributionboolean#
    investor_subscription_distribution field.
  • manual_valuationboolean#
    manual_valuation field.
  • show_fund_activity_to_investorsboolean#
    show_fund_activity_to_investors field.
  • investor_fund_investment_assignmentboolean#
    investor_fund_investment_assignment field.
  • parent_asset_idinteger#
    parent_asset_id field.
  • subposition_typePortfolio_SubPositionType#
    subposition_type field.
  • valuationnumber#
    valuation field.
  • valuation_datestring#
    valuation_date field.
  • structure'direct'#
    structure field.
  • vintageinteger#
    vintage field.
  • stagePortfolio_StageEnum#
    stage field.
  • sector_allocationstring#
    sector_allocation field.
  • geographic_allocationstring#
    geographic_allocation field.
  • percentage_ownershipnumber#
    percentage_ownership field.
  • repayment_datestring#
    repayment_date field.
  • interest_ratestring#
    interest_rate field.
  • interest_payment_frequencystring#
    interest_payment_frequency field.
  • conversion_datestring#
    conversion_date field.
  • conversion_termsstring#
    conversion_terms field.
  • locationstring#
    location field.

Portfolio_UpdateInvestorRequest

Update investor request Validates the fields for updating an existing investor record. All fields are optional; only provided fields will be updated.

  • guidstring<uuid>#
    guid field.
  • namestring#
    name field.
  • sourcestring#
    source field.
  • source_idstring#
    source_id field.

Portfolio_UpdatePrivateEquityFundRequest

Validation for updating a Private Equity Fund asset. Inherits all Private Equity Fund creation rules but adjusts the client reference uniqueness check to exclude the fund currently being updated.

  • client_referencestring#
    client_reference field.
  • namestring#
    name field.
  • sourcestring#
    source field.
  • source_idstring#
    source_id field.
  • descriptionstring#
    description field.
  • classPortfolio_AssetClass#
    class field.
  • currencystring#
    currency field.
  • investor_subscription_distributionboolean#
    investor_subscription_distribution field.
  • manual_valuationboolean#
    manual_valuation field.
  • show_fund_activity_to_investorsboolean#
    show_fund_activity_to_investors field.
  • investor_fund_investment_assignmentboolean#
    investor_fund_investment_assignment field.
  • parent_asset_idinteger#
    parent_asset_id field.
  • subposition_typePortfolio_SubPositionType#
    subposition_type field.
  • valuationnumber#
    valuation field.
  • valuation_datestring#
    valuation_date field.
  • term_of_fundstring#
    term_of_fund field.
  • vintageinteger#
    vintage field.
  • stylestring#
    style field.
  • fund_typePortfolio_FundType#
    fund_type field.
  • subscription_typePortfolio_SubscriptionType#
    subscription_type field.
  • sector_allocationstring#
    sector_allocation field.
  • geographic_allocationstring#
    geographic_allocation field.

Portfolio_UpdateRequestedTransactionRequest

Validates a request to transition one or more requested transactions to a new state.

  • statePortfolio_RequestedTransactionState#
    state field.
  • rejection_reasonstring#
    rejection_reason field.
  • settlement_datestring#
    Redemption
  • price_per_unitnumber#
    price_per_unit field.
  • investor_idstring#
    Asset Transfer
  • uuidsstring<uuid>[]#
    uuids field.

Portfolio_UpdateTenantRequest

Imported from Portfolio (UpdateTenantRequest).

  • namestring#
    name field.
  • databasestring#
    database field.
  • statusPortfolio_TenantStatus#
    status field.

Portfolio_UpsertUserCurrencyRequest

Upsert user currency request. Validates the currency field when creating or updating a user's preferred display currency. The value must be a valid ISO 4217 currency code (e.g., GBP, USD, EUR).

  • currencystring#
    currency field.

Portfolio_ValidationError

Imported from Portfolio (ValidationError).

  • messagestring#
    message field.
  • errorsobject#
    errors field.

Request_AddClassificationUsers

Imported from delio-core.

  • classificationIdintegerRequired#
    classificationId from delio-core.
  • guidsunknown[]Required#
    guids from delio-core.

Request_ChangeFormState

Imported from delio-core.

  • uuidstring<uuid>#
    uuid from delio-core.
  • stateunknownRequired#
    state from delio-core.

Request_CheckApprovalWorkflowExists

Imported from delio-core.

  • keystringRequired#
    key from delio-core.

Request_CompleteFormImplementation

Imported from delio-core.

  • uuidstring<uuid>#
    uuid from delio-core.
  • answersunknown[] | null#
    answers from delio-core.

Request_CreateCompliance

Imported from delio-core.

  • namestringRequired#
    name from delio-core.

Request_CreateComplianceClassifications

Imported from delio-core.

  • complianceUuidstring<uuid>Required#
    complianceUuid from delio-core.

Request_CreateComplianceImplementation

Imported from delio-core.

  • complianceUuidstring<uuid>Required#
    complianceUuid from delio-core.
  • startDatestring<date> | null#
    startDate from delio-core.
  • endDatestring<date> | null#
    endDate from delio-core.

Request_CreateForm

Imported from delio-core.

  • namestringRequired#
    name from delio-core.
  • descriptionstring | null#
    description from delio-core.
  • pagesunknown[] | null#
    pages from delio-core.
  • fieldsunknown[] | null#
    fields from delio-core.
  • importStringstring | null#
    importString from delio-core.
  • presetResolutionsunknown[] | null#
    presetResolutions from delio-core.

Request_CreateFormImplementation

Imported from delio-core.

  • uuidstring<uuid>Required#
    uuid from delio-core.
  • typeunknown#
    type from delio-core.
  • assignmentsunknown[] | null#
    assignments from delio-core.

Request_CreateFormImplementations

Imported from delio-core.

  • uuidstring<uuid>Required#
    uuid from delio-core.
  • typeunknown#
    type from delio-core.
  • assignmentsunknown[]Required#
    assignments from delio-core.

Request_CreateFormOptionPreset

Imported from delio-core.

  • namestringRequired#
    name from delio-core.
  • descriptionstring | null#
    description from delio-core.
  • itemsunknown[]Required#
    items from delio-core.

Request_CreateFormTemplate

Imported from delio-core.

  • uuidstring<uuid>Required#
    uuid from delio-core.
  • template_uuidstring<uuid>Required#
    template_uuid from delio-core.

Request_CreateInvestorPreferenceForm

Imported from delio-core.

  • namestringRequired#
    name from delio-core.

Request_CreateInvestorPreferenceFormImplementationForUser

Imported from delio-core.

  • uuidstring<uuid>#
    uuid from delio-core.
  • userUuidstring<uuid>#
    userUuid from delio-core.

Request_CreateLoginTokenForGroupAndUser

Imported from delio-core.

  • uuidstring<uuid>Required#
    uuid from delio-core.

Request_CreateUserDataForm

Imported from delio-core.

  • namestringRequired#
    name from delio-core.

Request_CreateUserDataFormImplementationForUser

Imported from delio-core.

  • uuidstring<uuid>#
    uuid from delio-core.
  • userUuidstring<uuid>#
    userUuid from delio-core.

Request_CreateUserGroup

Imported from delio-core.

  • leadUserUuidstring<uuid> | null#
    leadUserUuid from delio-core.
  • usersunknown[]#
    users from delio-core.
  • namestring#
    name from delio-core.
  • descriptionstring#
    description from delio-core.

Request_DeleteClassificationUsers

Imported from delio-core.

  • classificationIdintegerRequired#
    classificationId from delio-core.
  • guidstring<uuid>Required#
    guid from delio-core.

Request_DeleteCompliance

Imported from delio-core.

  • uuidstring<uuid>Required#
    uuid from delio-core.

Request_DeleteComplianceImplementation

Imported from delio-core.

  • complianceImplementationUuidstring<uuid>Required#
    complianceImplementationUuid from delio-core.

Request_DeleteFile

Imported from delio-core.

  • uuidstring<uuid>#
    uuid from delio-core.

Request_DeleteForm

Imported from delio-core.

  • uuidstring<uuid>#
    uuid from delio-core.

Request_DeleteFormField

Imported from delio-core.

  • uuidstring<uuid>#
    uuid from delio-core.

Request_DeleteFormImplementation

Imported from delio-core.

  • uuidstring<uuid>#
    uuid from delio-core.

Request_DeleteFormImplementationDocument

Imported from delio-core.

  • uuidstring<uuid>#
    uuid from delio-core.
  • formImplementationDocumentUuidstring<uuid>#
    formImplementationDocumentUuid from delio-core.

Request_DeleteFormOptionPreset

Imported from delio-core.

  • uuidstring<uuid>#
    uuid from delio-core.

Request_DeleteFormTemplates

Imported from delio-core.

  • uuidstring<uuid>Required#
    uuid from delio-core.
  • form_template_uuidsunknown[]Required#
    form_template_uuids from delio-core.

Request_DeleteUserDataForm

Imported from delio-core.

  • uuidstring<uuid>Required#
    uuid from delio-core.

Request_DeleteUserFromGroup

Imported from delio-core.

  • uuidstring<uuid>Required#
    uuid from delio-core.
  • userUuidstring<uuid>Required#
    userUuid from delio-core.

Request_DeleteUserGroup

Imported from delio-core.

  • uuidstring<uuid>Required#
    uuid from delio-core.

Request_DownloadDirectoriesWithPathsCsv

Imported from delio-core.

  • pageinteger | null#
    page from delio-core.
  • per_pageinteger | null#
    per_page from delio-core.
  • include_header'true' | 'false' | '1' | '0' | null#
    include_header from delio-core.

Request_DownloadFile

Imported from delio-core.

  • uuidstring<uuid>#
    uuid from delio-core.

Request_ExportComplianceImplementationToPdf

Imported from delio-core.

  • complianceImplementationUuidstring<uuid>Required#
    complianceImplementationUuid from delio-core.

Request_ExportComplianceReportToPdf

Imported from delio-core.

  • complianceImplementationUuidstring<uuid>Required#
    complianceImplementationUuid from delio-core.

Request_ExportUsers

Imported from delio-core.

  • export_mode'all' | 'filtered' | null#
    export_mode from delio-core.
  • columnsunknown[] | null#
    columns from delio-core.
  • form_uuidsunknown[] | null#
    form_uuids from delio-core.
  • sort_by'name' | 'username' | 'email' | 'created_at' | 'last_login' | 'status' | 'invite_status' | 'invite_date_invited' | 'invite_date_expires' | 'onboarding_date_completed' | 'onboarding_date_expire' | null#
    sort_by from delio-core.
  • sort_direction'asc' | 'desc' | null#
    sort_direction from delio-core.
  • filterunknown[] | null#
    filter from delio-core.

Request_GetAllUserDataFormData

Imported from delio-core.

  • userUuidstring<uuid>#
    userUuid from delio-core.

Request_GetAssignedFormImplementations

Imported from delio-core.

  • typeunknownRequired#
    type from delio-core.
  • uuidstring<uuid>Required#
    uuid from delio-core.

Request_GetClassificationUsers

Imported from delio-core.

  • classificationIdintegerRequired#
    classificationId from delio-core.

Request_GetClassificationUsersExport

Imported from delio-core.

  • classificationIdintegerRequired#
    classificationId from delio-core.

Request_GetClassificationUsersSearch

Imported from delio-core.

  • classificationIdintegerRequired#
    classificationId from delio-core.

Request_GetCompliance

Imported from delio-core.

  • uuidstring<uuid>Required#
    uuid from delio-core.

Request_GetComplianceClassifications

Imported from delio-core.

  • complianceUuidstring<uuid>Required#
    complianceUuid from delio-core.

Request_GetComplianceImplementation

Imported from delio-core.

  • complianceImplementationUuidstring<uuid>Required#
    complianceImplementationUuid from delio-core.

Request_GetComplianceImplementationCurrentForm

Imported from delio-core.

  • complianceImplementationUuidstring<uuid>Required#
    complianceImplementationUuid from delio-core.

Request_GetComplianceImplementationForUser

Imported from delio-core.

  • uuidstring<uuid>Required#
    uuid from delio-core.

Request_GetComplianceImplementations

Imported from delio-core.

  • complianceUuidstring<uuid>Required#
    complianceUuid from delio-core.

Request_GetComplianceImplementationsForUser

Imported from delio-core.

  • uuidstring<uuid>Required#
    uuid from delio-core.

Request_GetComplianceReport

Imported from delio-core.

  • complianceImplementationUuidstring<uuid>Required#
    complianceImplementationUuid from delio-core.

Request_GetEnabledUserForms

Imported from delio-core.

  • userIdstring<uuid>#
    userId from delio-core.

Request_GetFile

Imported from delio-core.

  • uuidstring<uuid>#
    uuid from delio-core.

Request_GetForm

Imported from delio-core.

  • uuidstring<uuid>#
    uuid from delio-core.

Request_GetFormFieldCompatibleTypes

Imported from delio-core.

  • uuidstring<uuid>#
    uuid from delio-core.

Request_GetFormImplementation

Imported from delio-core.

  • uuidstring<uuid>#
    uuid from delio-core.

Request_GetFormImplementationDocument

Imported from delio-core.

  • uuidstring<uuid>#
    uuid from delio-core.
  • formImplementationDocumentUuidstring<uuid>#
    formImplementationDocumentUuid from delio-core.

Request_GetFormImplementationDocuments

Imported from delio-core.

  • uuidstring<uuid>#
    uuid from delio-core.

Request_GetFormImplementations

Imported from delio-core.

  • uuidstring<uuid>#
    uuid from delio-core.

Request_GetFormOptionPreset

Imported from delio-core.

  • uuidstring<uuid>#
    uuid from delio-core.

Request_GetFormTemplates

Imported from delio-core.

  • uuidstring<uuid>#
    uuid from delio-core.
  • pageinteger#
    page from delio-core.
  • limitinteger#
    limit from delio-core.

Request_GetManyFormImplementationsByUuid

Imported from delio-core.

  • uuidsunknown[]Required#
    uuids from delio-core.

Request_GetUserClassifications

Imported from delio-core.

  • userUuidstring<uuid>Required#
    userUuid from delio-core.

Request_GetUserComplianceImplementation

Imported from delio-core.

  • userUuidstring<uuid>Required#
    userUuid from delio-core.

Request_GetUserDataForm

Imported from delio-core.

  • uuidstring<uuid>Required#
    uuid from delio-core.

Request_GetUserGroup

Imported from delio-core.

  • uuidstring<uuid>Required#
    uuid from delio-core.

Request_GetUserGroupByLeadUserUuid

Imported from delio-core.

  • uuidstring<uuid>Required#
    uuid from delio-core.

Request_GetUserGroups

Imported from delio-core.

  • qstring | null#
    q from delio-core.
  • per_pageinteger | null#
    per_page from delio-core.
  • filter'groups' | 'multiaccounts' | null#
    filter from delio-core.

Request_GetUserGroupUsers

Imported from delio-core.

  • uuidstring<uuid>Required#
    uuid from delio-core.
  • signatoriesboolean#
    signatories from delio-core.

Request_GetUsers

Imported from delio-core.

  • userType'all' | 'investor' | 'entrepreneur' | 'internal' | null#
    userType from delio-core.
  • sort_by'name' | 'username' | 'email' | 'created_at' | 'last_login' | 'status' | 'invite_status' | 'invite_date_invited' | 'invite_date_expires' | 'onboarding_date_completed' | 'onboarding_date_expire' | null#
    sort_by from delio-core.
  • sort_direction'asc' | 'desc' | null#
    sort_direction from delio-core.
  • filterunknown[] | null#
    filter from delio-core.
  • per_pageinteger | null#
    per_page from delio-core.

Request_GetUserWithAllData

Imported from delio-core.

  • uuidstring<uuid>Required#
    uuid from delio-core.

Request_ImportFormFields

Imported from delio-core.

  • importStringstringRequired#
    importString from delio-core.
  • presetResolutionsunknown[] | null#
    presetResolutions from delio-core.

Request_InviteDirectToShell

Imported from delio-core.

  • client_titlestring | null#
    client_title from delio-core.
  • client_forenamestringRequired#
    client_forename from delio-core.
  • client_surnamestring | null#
    client_surname from delio-core.
  • client_emailstring<email>Required#
    client_email from delio-core.
  • sso_idstring#
    sso_id from delio-core.
  • investor_type'multi_account_investor' | 'account'Required#
    investor_type from delio-core.
  • group_uuidstring<uuid> | null#
    group_uuid from delio-core.
  • onboarding_uuidstring<uuid>#
    onboarding_uuid from delio-core.
  • investor_classificationsunknown[]#
    investor_classifications from delio-core.
  • group_membersunknown[]#
    group_members from delio-core.

Request_InviteInternalUser

Imported from delio-core.

  • user_inviteunknown[]Required#
    user_invite from delio-core.

Request_InviteUser

Imported from delio-core.

  • user_inviteunknown[]Required#
    user_invite from delio-core.
  • invite_to_userunknown[]#
    invite_to_user from delio-core.
  • cc_list_idinteger#
    cc_list_id from delio-core.
  • cc_list_membersunknown[]#
    cc_list_members from delio-core.
  • onboarding_uuidstring<uuid>#
    onboarding_uuid from delio-core.

Request_MarkUserAsSignatory

Imported from delio-core.

  • uuidstring<uuid>Required#
    uuid from delio-core.
  • userUuidstring<uuid>Required#
    userUuid from delio-core.
  • signatorybooleanRequired#
    signatory from delio-core.

Request_ResendUserInvite

Imported from delio-core.

  • uuidstring<uuid>Required#
    uuid from delio-core.

Request_SaveFormImplementation

Imported from delio-core.

  • uuidstring<uuid>#
    uuid from delio-core.
  • answersunknown[] | null#
    answers from delio-core.

Request_SaveFormToImplementation

Imported from delio-core.

  • uuidstring<uuid>#
    uuid from delio-core.
  • answersunknown[] | null#
    answers from delio-core.

Request_SearchUserGroups

Imported from delio-core.

  • qstring | null#
    q from delio-core.
  • per_pageinteger | null#
    per_page from delio-core.

Request_StoreFile

Imported from delio-core.

  • fileunknownRequired#
    file from delio-core.

Request_UpdateCurrentUserInformation

Imported from delio-core.

  • titlestringRequired#
    title from delio-core.
  • forenamestringRequired#
    forename from delio-core.
  • surnamestringRequired#
    surname from delio-core.
  • emailstring<email>Required#
    email from delio-core.

Request_UpdateFormOptionPreset

Imported from delio-core.

  • uuidstring<uuid>#
    uuid from delio-core.
  • namestringRequired#
    name from delio-core.
  • descriptionstring | null#
    description from delio-core.
  • itemsunknown[]Required#
    items from delio-core.

Request_UpdateGroupFeatureFlag

Imported from delio-core.

  • uuidstring<uuid>Required#
    uuid from delio-core.
  • keyunknownRequired#
    key from delio-core.
  • enabledbooleanRequired#
    enabled from delio-core.

Request_UpdateInvestorPreferenceFormClassifications

Imported from delio-core.

  • uuidstring<uuid>#
    uuid from delio-core.
  • classificationIdsunknown[]#
    classificationIds from delio-core.

Request_UpdateInvestorPreferenceFormEditable

Imported from delio-core.

  • uuidstring<uuid>#
    uuid from delio-core.
  • editablebooleanRequired#
    editable from delio-core.

Request_UpdateInvestorPreferenceFormEnforcementType

Imported from delio-core.

  • uuidstring<uuid>#
    uuid from delio-core.
  • enforcementTypestringRequired#
    enforcementType from delio-core.

Request_UpdateInvestorPreferenceFormState

Imported from delio-core.

  • uuidstring<uuid>#
    uuid from delio-core.
  • stateunknownRequired#
    state from delio-core.

Request_UpdateUserClassifications

Imported from delio-core.

  • userUuidstring<uuid>Required#
    userUuid from delio-core.
  • manualClassificationIdsunknown[]#
    manualClassificationIds from delio-core.
  • automaticClassificationIdsunknown[]#
    automaticClassificationIds from delio-core.

Request_UpdateUserDataFormState

Imported from delio-core.

  • uuidstring<uuid>#
    uuid from delio-core.
  • stateunknownRequired#
    state from delio-core.

Request_UpdateUserGroup

Imported from delio-core.

  • uuidstring<uuid>Required#
    uuid from delio-core.
  • namestring | null#
    name from delio-core.
  • descriptionstring | null#
    description from delio-core.
  • usersunknown[]#
    users from delio-core.
  • signatoryboolean#
    signatory from delio-core.
  • rolestring#
    role from delio-core.

Request_UpdateUserGroupRole

Imported from delio-core.

  • groupUuidstring<uuid>Required#
    groupUuid from delio-core.
  • userGuidstring<uuid>Required#
    userGuid from delio-core.
  • roleNamestringRequired#
    roleName from delio-core.

Request_UpdateUserInformation

Imported from delio-core.

  • uuidstring<uuid>Required#
    uuid from delio-core.
  • titlestringRequired#
    title from delio-core.
  • forenamestringRequired#
    forename from delio-core.
  • surnamestringRequired#
    surname from delio-core.
  • emailstring<email>Required#
    email from delio-core.

Request_ValidateImportPresets

Imported from delio-core.

  • importStringstringRequired#
    importString from delio-core.

TemplateResource

Imported from delio-core.

  • guidstringRequired#
    guid from delio-core.
  • typestringRequired#
    type from delio-core.
  • filenamestringRequired#
    filename from delio-core.
  • fqfnstringRequired#
    fqfn from delio-core.
  • originalFilenamestringRequired#
    originalFilename from delio-core.
  • createdAtstring | null#
    createdAt from delio-core.
  • validatedAtstring | null#
    validatedAt from delio-core.
  • updatedAtstring | null#
    updatedAt from delio-core.

UserDataFormResource

Imported from delio-core.

  • uuidstringRequired#
    uuid from delio-core.
  • formFormResourceRequired#
    form from delio-core.
  • formImplementationobject | null#
    formImplementation from delio-core.
  • statestring | null#
    state from delio-core.

UserGroupAccountResource

Imported from delio-core.

  • uuidstringRequired#
    uuid from delio-core.
  • unreadNotificationsCountintegerRequired#
    unreadNotificationsCount from delio-core.
  • usersUserGroupByLeadResource[]Required#
    users from delio-core.

UserGroupByLeadResource

Imported from delio-core.

  • userIdintegerRequired#
    userId from delio-core.
  • roleNamestringRequired#
    roleName from delio-core.
  • roleLabelstringRequired#
    roleLabel from delio-core.
  • dateAddedobjectRequired#
    dateAdded from delio-core.
  • userGroupUuidstringRequired#
    userGroupUuid from delio-core.
  • contactNamestringRequired#
    contactName from delio-core.
  • statusstringRequired#
    status from delio-core.
  • guidstringRequired#
    guid from delio-core.
  • signatorybooleanRequired#
    signatory from delio-core.

UserGroupFeatureFlagResource

Imported from delio-core.

  • keystringRequired#
    key from delio-core.
  • enabledbooleanRequired#
    enabled from delio-core.

UserGroupResource

Imported from delio-core.

  • uuidstringRequired#
    uuid from delio-core.
  • unreadNotificationsCountinteger | null#
    unreadNotificationsCount from delio-core.
  • usersCountinteger | null#
    usersCount from delio-core.
  • childGroupsCountinteger | null#
    childGroupsCount from delio-core.
  • namestring | null#
    name from delio-core.
  • descriptionstring | null#
    description from delio-core.
  • leadUserUserResource | null#
    leadUser from delio-core.
  • usersUserResource[]#
    users from delio-core.
  • featureFlagsUserGroupFeatureFlagResource[]#
    featureFlags from delio-core.
  • childGroupsUserGroupResource[]#
    childGroups from delio-core.
  • parentGroupUserGroupResource | null#
    parentGroup from delio-core.

UserGroupUserResource

Imported from delio-core.

  • dateCreatedstring | null#
    dateCreated from delio-core.
  • dateModifiedstring | null#
    dateModified from delio-core.
  • dateDeletedstring | null#
    dateDeleted from delio-core.
  • signatoryboolean | null#
    signatory from delio-core.

UserInviteResource

Imported from delio-core.

  • userInviteIdintegerRequired#
    userInviteId from delio-core.
  • guidstringRequired#
    guid from delio-core.
  • clientEmailstringRequired#
    clientEmail from delio-core.
  • clientTitlestringRequired#
    clientTitle from delio-core.
  • clientForenamestringRequired#
    clientForename from delio-core.
  • clientSurnamestringRequired#
    clientSurname from delio-core.
  • statusstringRequired#
    status from delio-core.
  • typestringRequired#
    type from delio-core.
  • dateExpiresstring | null#
    dateExpires from delio-core.
  • hostIdinteger | null#
    hostId from delio-core.
  • ownerIdinteger | null#
    ownerId from delio-core.
  • clientUserIdinteger | null#
    clientUserId from delio-core.
  • ssoIdstring | null#
    ssoId from delio-core.
  • inviteToOrganisationIdinteger | null#
    inviteToOrganisationId from delio-core.
  • dateCreatedstring | null#
    dateCreated from delio-core.
  • dateModifiedstring | null#
    dateModified from delio-core.
  • userGuidstring | null#
    userGuid from delio-core.
  • userGroupUserGroupResource | null#
    userGroup from delio-core.

UserListResource

Imported from delio-core.

  • guidstringRequired#
    guid from delio-core.
  • usernamestringRequired#
    username from delio-core.
  • statusstringRequired#
    status from delio-core.
  • contactNamestringRequired#
    contactName from delio-core.
  • contactEmailstring | null#
    contactEmail from delio-core.
  • dateCreatedobject | null#
    dateCreated from delio-core.
  • lastLoginobject | null#
    lastLogin from delio-core.
  • tfaEnabledbooleanRequired#
    tfaEnabled from delio-core.
  • isUserGroupLeadbooleanRequired#
    isUserGroupLead from delio-core.
  • isUserGroupMemberbooleanRequired#
    isUserGroupMember from delio-core.
  • nonContactableEntitybooleanRequired#
    nonContactableEntity from delio-core.
  • onboardingDateCompletedobject | null#
    onboardingDateCompleted from delio-core.
  • onboardingDateExpireobject | null#
    onboardingDateExpire from delio-core.
  • onboardingNeverExpiresboolean#
    onboardingNeverExpires from delio-core.
  • assignedInternalUserunknown[] | null#
    assignedInternalUser from delio-core.
  • classificationsunknown[] | null#
    classifications from delio-core.
  • userGroupsunknown[] | null#
    userGroups from delio-core.
  • inviteGuidstring | null#
    inviteGuid from delio-core.
  • inviteStatusstring | null#
    inviteStatus from delio-core.
  • inviteDateCreatedobject | null#
    inviteDateCreated from delio-core.
  • inviteDateInvitedobject | null#
    inviteDateInvited from delio-core.
  • inviteDateModifiedobject | null#
    inviteDateModified from delio-core.
  • inviteDateExpiresobject | null#
    inviteDateExpires from delio-core.

UserResource

Imported from delio-core.

  • guidstringRequired#
    guid from delio-core.
  • statusstringRequired#
    status from delio-core.
  • usernamestringRequired#
    username from delio-core.
  • contactContactResource | null#
    contact from delio-core.
  • pivotUserGroupUserResource | null#
    pivot from delio-core.
  • dataUserDataFormResource[]#
    data from delio-core.
  • profilePhotoFileKeystring | null#
    profilePhotoFileKey from delio-core.
  • userTypeIdinteger | null#
    userTypeId from delio-core.