Orion Advisor Solutions

Orion Advisor Solutions Billing/Billing Compare API

The Billing/BillingCompare API from Orion Advisor Solutions — 4 operation(s) for billing/billingcompare.

GitHub OpenAPI

Operations 4

GET /v1/Billing/BillingCompare Get list of Billing Compares in DB #
GET /v1/Billing/BillingCompare/HouseholdBills/{clientId} Get Household Bills #
GET /v1/Billing/BillingCompare/instance This operation will compare account items between two bill instances #
GET /v1/Billing/BillingCompare/instance/new Enhanced billing compare that returns both Receivables and Payables data with… #

Documentation

📖
Documentation
https://developers.orionadvisor.com/quick-start/
📖
Documentation
https://developers.orionadvisor.com/guides/
📖
APIReference
https://api.orionadvisor.com/api/swagger/ui/index
📖
GettingStarted
https://developers.orionadvisor.com/quick-start/

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-billing-billingcompare-api-openapi.yml

Other Resources

🔗
Webhooks
https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/asyncapi/orion-advisor-solutions-webhooks.yml

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OpenAPI Specification

orion-advisor-solutions-billing-billingcompare-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Billing/Billing Compare API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Billing/BillingCompare
paths:
  /v1/Billing/BillingCompare:
    get:
      tags:
      - Billing/BillingCompare
      summary: Get list of Billing Compares in DB
      operationId: BillCompareDashboard_GetBillingCompare
      parameters:
      - name: ofDate
        in: query
        description: Filter by Bills As of Date
        required: false
        schema:
          type: string
          format: date-time
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillingCompareDto'
                xml:
                  name: BillingCompareDto
                  wrapped: true
                type: array
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillingCompareDto'
                xml:
                  name: BillingCompareDto
                  wrapped: true
                type: array
            text/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillingCompareDto'
                xml:
                  name: BillingCompareDto
                  wrapped: true
                type: array
            application/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillingCompareDto'
                xml:
                  name: BillingCompareDto
                  wrapped: true
                type: array
            text/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillingCompareDto'
                xml:
                  name: BillingCompareDto
                  wrapped: true
                type: array
            multipart/form-data:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillingCompareDto'
                xml:
                  name: BillingCompareDto
                  wrapped: true
                type: array
      security:
      - Authorization: []
  /v1/Billing/BillingCompare/HouseholdBills/{clientId}:
    get:
      tags:
      - Billing/BillingCompare
      summary: Get Household Bills
      operationId: BillCompareDashboard_GetHouseholdBills
      parameters:
      - name: clientId
        in: path
        description: ClientId
        required: true
        schema:
          type: integer
          format: int32
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.DataModel.Billing.BillComboForHousehold'
                xml:
                  name: BillComboForHousehold
                  wrapped: true
                type: array
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.DataModel.Billing.BillComboForHousehold'
                xml:
                  name: BillComboForHousehold
                  wrapped: true
                type: array
            text/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.DataModel.Billing.BillComboForHousehold'
                xml:
                  name: BillComboForHousehold
                  wrapped: true
                type: array
            application/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.DataModel.Billing.BillComboForHousehold'
                xml:
                  name: BillComboForHousehold
                  wrapped: true
                type: array
            text/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.DataModel.Billing.BillComboForHousehold'
                xml:
                  name: BillComboForHousehold
                  wrapped: true
                type: array
            multipart/form-data:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.DataModel.Billing.BillComboForHousehold'
                xml:
                  name: BillComboForHousehold
                  wrapped: true
                type: array
      security:
      - Authorization: []
  /v1/Billing/BillingCompare/instance:
    get:
      tags:
      - Billing/BillingCompare
      summary: This operation will compare account items between two bill instances
      description: 'Sample Request

        GET /Billing/BillingCompare/instance?billInstanceA=3729&billInstanceB=3726&take=10000&skip=10000

        [

        {

        "clientId": 383,

        "repName": "Kadeem Shelton",

        "repNo": null,

        "clientName": null,

        "lName": null,

        "accountId": 2400,

        "regName": "Alanna Sowell",

        "acctCode": "010000180",

        "fundName": "401(k) Account",

        "isActive": true,

        "feeSchedule": "TieredFee",

        "feePercent": null,

        "payMethod": null,

        "valueMethod": null,

        "billStyle": null,

        "billFrequency": null,

        "billId": 0,

        "ofDate": "2024-03-31T00:00:00-05:00",

        "flowValue": 0.0000,

        "flowBalance": 0.0000,

        "renewalValue": 175000.0000,

        "renewalAggregate": 175000.0000,

        "renewalInitialAmount": 652.6600,

        "renewalAdjustments": 0.0000,

        "renewalBalanceDue": 652.6600,

        "previousDate": "2024-03-31T00:00:00-05:00",

        "previousFlowValue": 0.0000,

        "previousFlowBalance": 0.0000,

        "previousValue": 175000.0000,

        "previousAggregate": 175000.0000,

        "previousInitialAmount": 652.6600,

        "previousAdjustments": 0.0000,

        "previousBalanceDue": 652.6600,

        "differenceValue": 0.0000,

        "differentInitial": 0.0000,

        "differentBalanceDue": 0.0000,

        "percentofValue": null,

        "percentofFee": 0.0000

        }

        ]'
      operationId: BillCompareDashboard_GetBillingCompareByInstance
      parameters:
      - name: billInstanceA
        in: query
        description: Requires. Bill Instance A
        required: true
        schema:
          type: integer
          format: int32
      - name: billInstanceB
        in: query
        description: Requires. Bill Instance B
        required: true
        schema:
          type: integer
          format: int32
      - name: cancellationToken
        in: header
        required: true
      - name: take
        in: query
        description: Number of Records to return
        required: false
        schema:
          type: integer
          format: int32
          default: 100000
      - name: skip
        in: query
        description: Number of records to skip.
        required: false
        schema:
          type: integer
          format: int32
          default: 0
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillingCompareDto'
                xml:
                  name: BillingCompareDto
                  wrapped: true
                type: array
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillingCompareDto'
                xml:
                  name: BillingCompareDto
                  wrapped: true
                type: array
            text/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillingCompareDto'
                xml:
                  name: BillingCompareDto
                  wrapped: true
                type: array
            application/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillingCompareDto'
                xml:
                  name: BillingCompareDto
                  wrapped: true
                type: array
            text/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillingCompareDto'
                xml:
                  name: BillingCompareDto
                  wrapped: true
                type: array
            multipart/form-data:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillingCompareDto'
                xml:
                  name: BillingCompareDto
                  wrapped: true
                type: array
      security:
      - Authorization: []
  /v1/Billing/BillingCompare/instance/new:
    get:
      tags:
      - Billing/BillingCompare
      summary: Enhanced billing compare that returns both Receivables and Payables data with…
      operationId: BillCompareDashboard_GetBillingCompareEnhancedByInstanceAsync
      parameters:
      - name: billInstanceA
        in: query
        description: Requires. Bill Instance A
        required: true
        schema:
          type: integer
          format: int32
      - name: billInstanceB
        in: query
        description: Requires. Bill Instance B
        required: true
        schema:
          type: integer
          format: int32
      - name: cancellationToken
        in: header
        description: Cancellation token
        required: true
      - name: take
        in: query
        description: Number of Records to return
        required: false
        schema:
          type: integer
          format: int32
          default: 100000
      - name: skip
        in: query
        description: Number of records to skip
        required: false
        schema:
          type: integer
          format: int32
          default: 0
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillingCompareEnhancedDto'
            application/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillingCompareEnhancedDto'
            text/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillingCompareEnhancedDto'
            application/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillingCompareEnhancedDto'
            text/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillingCompareEnhancedDto'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillingCompareEnhancedDto'
      security:
      - Authorization: []
components:
  schemas:
    OAS.WebApi.DTO.Billing.BillEntityDetailDto:
      properties:
        billEntityName:
          type: string
        payoutRate:
          type: number
          format: double
        payoutRateName:
          type: string
        initialAmount:
          type: number
          format: double
        adjustmentAmount:
          type: number
          format: double
      xml:
        name: BillEntityDetailDto
      type: object
    OAS.WebApi.DTO.Billing.BillingCompareEnhancedDto:
      description: Enhanced billing compare response that includes both Receivables and Payables data
      properties:
        receivables:
          items:
            $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillingCompareReceivablesDto'
          xml:
            name: BillingCompareReceivablesDto
            wrapped: true
          type: array
        payables:
          items:
            $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillingComparePayablesDto'
          xml:
            name: BillingComparePayablesDto
            wrapped: true
          type: array
        payablesBillEntityColumns:
          items:
            type: string
          type: array
      xml:
        name: BillingCompareEnhancedDto
      type: object
    OAS.WebApi.DTO.Billing.BillingCompareDto:
      properties:
        clientId:
          type: integer
          format: int32
        repName:
          type: string
        repNo:
          type: string
        clientName:
          type: string
        lName:
          type: string
        accountId:
          type: integer
          format: int32
        regName:
          type: string
        acctCode:
          type: string
        fundName:
          type: string
        isActive:
          type: boolean
        feeSchedule:
          type: string
        feePercent:
          type: number
          format: double
        payMethod:
          type: string
        valueMethod:
          type: string
        billStyle:
          type: string
        billFrequency:
          type: string
        billId:
          type: integer
          format: int32
        ofDate:
          type: string
          format: date-time
        flowValue:
          type: number
          format: double
        flowBalance:
          type: number
          format: double
        renewalValue:
          type: number
          format: double
        renewalAggregate:
          type: number
          format: double
        renewalInitialAmount:
          type: number
          format: double
        renewalAdjustments:
          type: number
          format: double
        renewalBalanceDue:
          type: number
          format: double
        previousDate:
          type: string
          format: date-time
        previousFlowValue:
          type: number
          format: double
        previousFlowBalance:
          type: number
          format: double
        previousValue:
          type: number
          format: double
        previousAggregate:
          type: number
          format: double
        previousInitialAmount:
          type: number
          format: double
        previousAdjustments:
          type: number
          format: double
        previousBalanceDue:
          type: number
          format: double
        differenceValue:
          type: number
          format: double
        differentInitial:
          type: number
          format: double
        differentBalanceDue:
          type: number
          format: double
        percentofValue:
          type: number
          format: double
        percentofFee:
          type: number
          format: double
      xml:
        name: BillingCompareDto
      type: object
    OAS.WebApi.DTO.Billing.BillingComparePayablesDto:
      properties:
        clientId:
          type: integer
          format: int32
        accountId:
          type: integer
          format: int32
        regName:
          type: string
        acctCode:
          type: string
        instance1PayablesTotal:
          type: number
          format: double
        instance2PayablesTotal:
          type: number
          format: double
        payablesDifference:
          type: number
          format: double
        instance1PayoutSchedule:
          type: string
        instance2PayoutSchedule:
          type: string
        instance1BillEntities:
          items:
            $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillEntityDetailDto'
          xml:
            name: BillEntityDetailDto
            wrapped: true
          type: array
        instance2BillEntities:
          items:
            $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillEntityDetailDto'
          xml:
            name: BillEntityDetailDto
            wrapped: true
          type: array
        warningMessage:
          type: string
        clientName:
          type: string
        lName:
          type: string
        repName:
          type: string
        repNo:
          type: string
      xml:
        name: BillingComparePayablesDto
      type: object
    OAS.DataModel.Billing.BillComboForHousehold:
      properties:
        billId:
          type: integer
          format: int32
        billType:
          type: string
        dateRange:
          type: string
      xml:
        name: BillComboForHousehold
      type: object
    OAS.WebApi.DTO.Billing.BillingCompareReceivablesDto:
      properties:
        clientId:
          type: integer
          format: int32
        accountId:
          type: integer
          format: int32
        acctCode:
          type: string
        regName:
          type: string
        lName:
          type: string
        fundName:
          type: string
        isActive:
          type: boolean
        instance1MarketValue:
          type: number
          format: double
        instance2MarketValue:
          type: number
          format: double
        marketValueDifference:
          type: number
          format: double
        instance1InitialAmount:
          type: number
          format: double
        instance2InitialAmount:
          type: number
          format: double
        initialDifference:
          type: number
          format: double
        instance1BalanceDue:
          type: number
          format: double
        instance2BalanceDue:
          type: number
          format: double
        balanceDueDifference:
          type: number
          format: double
        instance1FeeSchedule:
          type: string
        instance2FeeSchedule:
          type: string
        instance1AsOfDate:
          type: string
          format: date-time
        instance2AsOfDate:
          type: string
          format: date-time
        instance1Aggregate:
          type: number
          format: double
        instance2Aggregate:
          type: number
          format: double
        instance1FlowValue:
          type: number
          format: double
        instance2FlowValue:
          type: number
          format: double
        instance1FlowBalance:
          type: number
          format: double
        instance2FlowBalance:
          type: number
          format: double
        instance1Adjustments:
          type: number
          format: double
        instance2Adjustments:
          type: number
          format: double
        percentofFeeChange:
          type: number
          format: double
        repName:
          type: string
        repNo:
          type: string
        warningMessage:
          type: string
        clientName:
          type: string
      xml:
        name: BillingCompareReceivablesDto
      type: object
  securitySchemes:
    Authorization:
      type: apiKey
      description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
      name: Authorization
      in: header