Upvest · Schema

Upvest Webhook Event

Schema for validating Upvest Investment API webhook delivery payloads. Each webhook request contains a payload array with one or more event objects representing state changes in the system.

Banking InfrastructureFintechInvestmentsSecuritiesFractional InvestingCustodyWealth Management

Properties

Name Type Description
payload array A list of event objects delivered in this webhook request, ordered by created_at ascending.
View JSON Schema on GitHub

JSON Schema

upvest-webhook-event-schema.json Raw ↑
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "https://upvest.co/schemas/upvest/webhook-event.json",
  "title": "Upvest Webhook Event",
  "description": "Schema for validating Upvest Investment API webhook delivery payloads. Each webhook request contains a payload array with one or more event objects representing state changes in the system.",
  "type": "object",
  "required": ["payload"],
  "properties": {
    "payload": {
      "type": "array",
      "description": "A list of event objects delivered in this webhook request, ordered by created_at ascending.",
      "minItems": 1,
      "items": {
        "$ref": "#/$defs/WebhookEvent"
      }
    }
  },
  "$defs": {
    "WebhookEvent": {
      "type": "object",
      "description": "An individual event representing a state change within the Upvest Investment API.",
      "required": ["id", "created_at", "event_type", "object", "webhook_id"],
      "properties": {
        "id": {
          "type": "string",
          "format": "uuid",
          "description": "The unique identifier of the event. Use for idempotent processing to avoid handling duplicate deliveries."
        },
        "created_at": {
          "type": "string",
          "format": "date-time",
          "description": "The ISO 8601 timestamp when the event occurred."
        },
        "event_type": {
          "type": "string",
          "description": "The event type in CATEGORY.ACTION format identifying the resource and state change.",
          "pattern": "^[A-Z_]+\\.[A-Z_]+$",
          "enum": [
            "USER.CREATED",
            "USER.UPDATED",
            "USER.BLOCKED",
            "USER.CLOSED",
            "USER_CHECK.PASSED",
            "USER_CHECK.FAILED",
            "ACCOUNT.OPENED",
            "ACCOUNT.CLOSING",
            "ACCOUNT.CLOSED",
            "ACCOUNT.UPDATED",
            "ACCOUNT_GROUP.CREATED",
            "ACCOUNT_GROUP.UPDATED",
            "ORDER.NEW",
            "ORDER.PROCESSING",
            "ORDER.FILLED",
            "ORDER.CANCELLED",
            "ORDER.REJECTED",
            "ORDER_CANCELLATION.PENDING",
            "ORDER_CANCELLATION.CONFIRMED",
            "ORDER_CANCELLATION.REJECTED",
            "EXECUTION.NEW",
            "EXECUTION.SETTLED",
            "EXECUTION.CANCELLED",
            "POSITION.CREATED",
            "POSITION.UPDATED",
            "POSITION.CLOSED",
            "CASH_BALANCE.UPDATED",
            "PORTFOLIO.CREATED",
            "PORTFOLIO.UPDATED",
            "PORTFOLIO.CLOSED",
            "REBALANCING.PROCESSING",
            "REBALANCING.COMPLETED",
            "REBALANCING.FAILED",
            "SAVINGS_PLAN.CREATED",
            "SAVINGS_PLAN.EXECUTED",
            "SAVINGS_PLAN.PAUSED",
            "SAVINGS_PLAN.CANCELLED",
            "DIRECT_DEBIT.PROCESSING",
            "DIRECT_DEBIT.COMPLETED",
            "DIRECT_DEBIT.FAILED",
            "DIRECT_DEBIT.REVERSED",
            "WITHDRAWAL.PROCESSING",
            "WITHDRAWAL.COMPLETED",
            "WITHDRAWAL.FAILED",
            "MANDATE.CREATED",
            "MANDATE.REVOKED",
            "SECURITIES_TRANSFER.PROCESSING",
            "SECURITIES_TRANSFER.COMPLETED",
            "SECURITIES_TRANSFER.FAILED",
            "ACCOUNT_TRANSFER.PROCESSING",
            "ACCOUNT_TRANSFER.COMPLETED",
            "ACCOUNT_TRANSFER.FAILED",
            "CORPORATE_ACTION.ANNOUNCED",
            "CORPORATE_ACTION.PROCESSED",
            "LIQUIDATION.PROCESSING",
            "LIQUIDATION.COMPLETED",
            "LIQUIDATION.FAILED",
            "REPORT.READY",
            "REPORT.FAILED",
            "FEE.CHARGED"
          ]
        },
        "object": {
          "$ref": "#/$defs/EventObject"
        },
        "webhook_id": {
          "type": "string",
          "format": "uuid",
          "description": "The identifier of the webhook subscription that triggered this delivery."
        }
      }
    },
    "EventObject": {
      "type": "object",
      "description": "A reference to the resource affected by the event.",
      "required": ["id", "type"],
      "properties": {
        "id": {
          "type": "string",
          "format": "uuid",
          "description": "The unique identifier of the affected resource."
        },
        "type": {
          "type": "string",
          "description": "The resource type that changed.",
          "enum": [
            "USER",
            "USER_CHECK",
            "ACCOUNT",
            "ACCOUNT_GROUP",
            "ORDER",
            "ORDER_CANCELLATION",
            "EXECUTION",
            "POSITION",
            "CASH_BALANCE",
            "PORTFOLIO",
            "REBALANCING",
            "SAVINGS_PLAN",
            "DIRECT_DEBIT",
            "WITHDRAWAL",
            "MANDATE",
            "SECURITIES_TRANSFER",
            "ACCOUNT_TRANSFER",
            "CORPORATE_ACTION",
            "LIQUIDATION",
            "REPORT",
            "FEE"
          ]
        }
      }
    }
  }
}