Orion Advisor Solutions Billing/Cash Funding API
The Billing/CashFunding API from Orion Advisor Solutions — 1 operation(s) for billing/cashfunding.
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OpenAPI Specification
openapi: 3.2.0
info:
version: V1
title: Orion Connect Billing/Cash Funding API
x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Billing/CashFunding
paths:
/v1/Billing/CashFunding:
get:
tags:
- Billing/CashFunding
summary: Returns a list of Cash Funding Accounts with Balance Due
description: 'Sample Request:
GET: /Billing/CashFunding?forecast=false&startDate=03/01/2024&endDate=03/31/2024&take=50000
Response:
[
{
"id": 123,
"registrationName": "First Last",
"registrationId": 456,
"fundFamily": "Fund Family",
"productName": "Cash and Equivalents",
"moneyMarketBalance": 123.45,
"balanceDue": -123.45,
"difference": 123.45,
"payMethod": "Method",
"instanceType": "Forecast",
"clientId": 789,
"clientLastName": "Last",
"clientName": "First Last",
"accountType": "Acct Type",
"accountNumber": "acct-num",
"managementStyle": "Managed Style",
"accountIsActive": true,
"representativeName": "First Last",
"feeReqSrc": "Cash account"
},
]'
operationId: Billing_GetCashFundingAsync
parameters:
- name: cancellationToken
in: header
required: true
- name: startDate
in: query
description: Required. Begining date of the range.
required: true
schema:
type: string
format: date-time
- name: endDate
in: query
description: Required. End date of range
required: true
schema:
type: string
format: date-time
- name: forecast
in: query
description: Required. 1 = Forecast Bill, 0 = Live Bill
required: true
schema:
type: boolean
- name: take
in: query
description: Required
required: true
schema:
type: integer
format: int32
- name: skip
in: query
description: Optional
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.CashFundingGridDto'
xml:
name: CashFundingGridDto
wrapped: true
type: array
application/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.CashFundingGridDto'
xml:
name: CashFundingGridDto
wrapped: true
type: array
text/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.CashFundingGridDto'
xml:
name: CashFundingGridDto
wrapped: true
type: array
application/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.CashFundingGridDto'
xml:
name: CashFundingGridDto
wrapped: true
type: array
text/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.CashFundingGridDto'
xml:
name: CashFundingGridDto
wrapped: true
type: array
multipart/form-data:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.CashFundingGridDto'
xml:
name: CashFundingGridDto
wrapped: true
type: array
security:
- Authorization: []
components:
schemas:
OAS.WebApi.DTO.Billing.CashFundingGridDto:
properties:
id:
type: integer
format: int32
registrationName:
type: string
registrationId:
type: integer
format: int32
fundFamily:
type: string
productName:
type: string
moneyMarketBalance:
type: number
format: double
balanceDue:
type: number
format: double
difference:
type: number
format: double
payMethod:
type: string
instanceType:
type: string
clientId:
type: integer
format: int32
clientLastName:
type: string
clientName:
type: string
accountType:
type: string
accountNumber:
type: string
managementStyle:
type: string
accountIsActive:
type: boolean
representativeName:
type: string
feeReqSrc:
type: string
enum:
- Invalid
- HighValueFund
- CashAccount
- ProRata
xml:
name: CashFundingGridDto
type: object
securitySchemes:
Authorization:
type: apiKey
description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
name: Authorization
in: header