Orion Advisor Solutions Billing/Clients API
The Billing/Clients API from Orion Advisor Solutions — 7 operation(s) for billing/clients.
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OpenAPI Specification
openapi: 3.2.0
info:
version: V1
title: Orion Connect Billing/Clients API
x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Billing/Clients
paths:
/v1/Billing/Clients:
get:
tags:
- Billing/Clients
summary: Get a list of billing clients that the logged in user has access to see.
operationId: BillingClients_Get
parameters:
- name: status
in: query
description: 'Optional. Default: null. When provided limits the return to only those bill clients included in the status provided.'
required: false
schema:
type: string
enum:
- NotReady
- name: isActive
in: query
description: 'Optional. Default: null. When provided limits the return only to active (true) accounts, or inactive (false), or both (null).'
required: false
schema:
type: boolean
responses:
'200':
description: OK
content:
text/plain:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillClientDto'
xml:
name: BillClientDto
wrapped: true
type: array
application/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillClientDto'
xml:
name: BillClientDto
wrapped: true
type: array
text/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillClientDto'
xml:
name: BillClientDto
wrapped: true
type: array
application/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillClientDto'
xml:
name: BillClientDto
wrapped: true
type: array
text/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillClientDto'
xml:
name: BillClientDto
wrapped: true
type: array
multipart/form-data:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillClientDto'
xml:
name: BillClientDto
wrapped: true
type: array
security:
- Authorization: []
/v1/Billing/Clients/{key}:
get:
tags:
- Billing/Clients
summary: Gets the client that has the provided key.
operationId: BillingClients_GetEntityByKey
parameters:
- name: key
in: path
description: Key of the desired return object.
required: true
schema:
type: integer
format: int32
responses:
'200':
description: OK
content:
text/plain:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillClientDto'
application/json:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillClientDto'
text/json:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillClientDto'
application/xml:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillClientDto'
text/xml:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillClientDto'
multipart/form-data:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillClientDto'
security:
- Authorization: []
/v1/Billing/Clients/{key}/RelatedAccounts:
get:
tags:
- Billing/Clients
summary: Gets a list of related accounts.
operationId: BillingClients_GetRelatedAccountsAsync
parameters:
- name: cancellationToken
in: header
required: true
- name: key
in: path
description: Key of the desired return object.
required: true
schema:
type: integer
format: int32
- name: isActive
in: query
description: Optional. Default null. When true - only active accounts are returned, when False, only inactive accounts, when null all accounts.
required: false
schema:
type: boolean
responses:
'200':
description: OK
content:
text/plain:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.AccountDto'
xml:
name: AccountDto
wrapped: true
type: array
application/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.AccountDto'
xml:
name: AccountDto
wrapped: true
type: array
text/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.AccountDto'
xml:
name: AccountDto
wrapped: true
type: array
application/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.AccountDto'
xml:
name: AccountDto
wrapped: true
type: array
text/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.AccountDto'
xml:
name: AccountDto
wrapped: true
type: array
multipart/form-data:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.AccountDto'
xml:
name: AccountDto
wrapped: true
type: array
security:
- Authorization: []
/v1/Billing/Clients/All:
get:
tags:
- Billing/Clients
summary: Get a list of all clients that the logged in user has access to see
operationId: BillingClients_GetAllAsync
parameters:
- name: cancellationToken
in: header
required: true
- name: manipulator
in: header
required: true
- name: status
in: query
description: 'Optional. Default: null. When provided limits the return to only those bill clients included in the status provided.'
required: false
schema:
type: string
enum:
- NotReady
- name: isActive
in: query
description: 'Optional. Default: null. When provided limits the return only to active (true) accounts, or inactive (false), or both (null).'
required: false
schema:
type: boolean
responses:
'200':
description: OK
content:
text/plain:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillClientGridDto'
xml:
name: BillClientGridDto
wrapped: true
type: array
application/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillClientGridDto'
xml:
name: BillClientGridDto
wrapped: true
type: array
text/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillClientGridDto'
xml:
name: BillClientGridDto
wrapped: true
type: array
application/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillClientGridDto'
xml:
name: BillClientGridDto
wrapped: true
type: array
text/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillClientGridDto'
xml:
name: BillClientGridDto
wrapped: true
type: array
multipart/form-data:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillClientGridDto'
xml:
name: BillClientGridDto
wrapped: true
type: array
security:
- Authorization: []
/v1/Billing/Clients/Grid:
get:
tags:
- Billing/Clients
summary: Get a list of all clients that the logged in user has access to see
operationId: BillingClients_GetAsync
parameters:
- name: cancellationToken
in: header
required: true
- name: manipulator
in: header
required: true
- name: status
in: query
description: 'Optional. Default: null. When provided limits the return to only those bill clients included in the status provided.'
required: false
schema:
type: string
enum:
- NotReady
- name: isActive
in: query
description: 'Optional. Default: null. When provided limits the return only to active (true) accounts, or inactive (false), or both (null).'
required: false
schema:
type: boolean
- name: top
in: query
required: false
schema:
type: integer
format: int32
- name: skip
in: query
required: false
schema:
type: integer
format: int32
responses:
'200':
description: OK
content:
text/plain:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillClientDto'
xml:
name: BillClientDto
wrapped: true
type: array
application/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillClientDto'
xml:
name: BillClientDto
wrapped: true
type: array
text/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillClientDto'
xml:
name: BillClientDto
wrapped: true
type: array
application/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillClientDto'
xml:
name: BillClientDto
wrapped: true
type: array
text/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillClientDto'
xml:
name: BillClientDto
wrapped: true
type: array
multipart/form-data:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillClientDto'
xml:
name: BillClientDto
wrapped: true
type: array
security:
- Authorization: []
/v1/Billing/Clients/List:
post:
tags:
- Billing/Clients
summary: Gets a list of bill clients that match one of the keys in the provided list
operationId: BillingClients_GetListById
responses:
'200':
description: OK
content:
text/plain:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillClientDto'
xml:
name: BillClientDto
wrapped: true
type: array
application/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillClientDto'
xml:
name: BillClientDto
wrapped: true
type: array
text/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillClientDto'
xml:
name: BillClientDto
wrapped: true
type: array
application/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillClientDto'
xml:
name: BillClientDto
wrapped: true
type: array
text/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillClientDto'
xml:
name: BillClientDto
wrapped: true
type: array
multipart/form-data:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillClientDto'
xml:
name: BillClientDto
wrapped: true
type: array
security:
- Authorization: []
requestBody:
content:
text/plain:
schema:
items:
type: integer
format: int32
type: array
application/json:
schema:
items:
type: integer
format: int32
type: array
text/json:
schema:
items:
type: integer
format: int32
type: array
application/x-www-form-urlencoded:
schema:
items:
type: integer
format: int32
type: array
multipart/form-data:
schema:
items:
type: integer
format: int32
type: array
description: List of keys of the desired return objects.
required: true
/v1/Billing/Clients/List/Id:
post:
tags:
- Billing/Clients
summary: Gets a list of bill clients that match one of the keys in the provided list
operationId: BillingClients_PostV1BillingClientsListId
responses:
'200':
description: OK
content:
text/plain:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillClientDto'
xml:
name: BillClientDto
wrapped: true
type: array
application/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillClientDto'
xml:
name: BillClientDto
wrapped: true
type: array
text/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillClientDto'
xml:
name: BillClientDto
wrapped: true
type: array
application/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillClientDto'
xml:
name: BillClientDto
wrapped: true
type: array
text/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillClientDto'
xml:
name: BillClientDto
wrapped: true
type: array
multipart/form-data:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillClientDto'
xml:
name: BillClientDto
wrapped: true
type: array
security:
- Authorization: []
requestBody:
content:
text/plain:
schema:
items:
type: integer
format: int32
type: array
application/json:
schema:
items:
type: integer
format: int32
type: array
text/json:
schema:
items:
type: integer
format: int32
type: array
application/x-www-form-urlencoded:
schema:
items:
type: integer
format: int32
type: array
multipart/form-data:
schema:
items:
type: integer
format: int32
type: array
description: List of keys of the desired return objects.
required: true
components:
schemas:
OAS.WebApi.DTO.Billing.BillClientDto:
properties:
aum:
type: number
format: double
id:
type: integer
format: int32
billClientId:
type: integer
format: int32
firstName:
type: string
lastName:
type: string
fullName:
type: string
statusType:
type: string
enum:
- ReadyToBill
- Hold
- PendingReview
billStatusId:
type: integer
format: int32
relatedClients:
type: integer
format: int32
recurrentAdjustments:
type: integer
format: int32
feePayingAccounts:
type: integer
format: int32
representativeName:
type: string
representativeNumber:
type: string
feeScheduleId:
type: integer
format: int32
feeSchedule:
type: string
masterPayoutScheduleId:
type: integer
format: int32
masterPayoutSchedule:
type: string
createdBy:
type: string
createdDate:
type: string
format: date-time
editedBy:
type: string
editedDate:
type: string
format: date-time
isActive:
type: boolean
additionalColumns:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Interface.AdditionalColumnDefinition'
xml:
name: AdditionalColumnDefinition
wrapped: true
type: array
xml:
name: BillClientDto
type: object
OAS.WebApi.DTO.Portfolio.AccountDto:
properties:
isActive:
type: boolean
custodian:
type: string
custodianCode:
type: string
managementStyle:
type: string
currentValue:
type: number
format: double
fundFamily:
type: string
accountStartValue:
type: number
format: double
createdDate:
type: string
format: date-time
isManaged:
type: boolean
isSweepAccount:
type: boolean
isSleeveAccount:
type: boolean
sleeveType:
type: string
enum:
- Normal sleeve
- Custodial account
- Contribution sleeve
- Distribution sleeve
- Unmanaged sleeve
isAdvReportable:
type: boolean
is13FReportable:
type: boolean
isAuaReportable:
type: boolean
advCustodyTypeId:
type: integer
format: int32
custodialRepCode:
type: string
brokerDealer:
type: string
importKey:
type: string
outsideId:
type: string
secondaryAccountNumber:
type: string
managementStyleId:
type: integer
format: int32
fundFamilyId:
type: integer
format: int32
accountHistoryId:
type: integer
format: int32
registrationId:
type: integer
format: int32
clientId:
type: integer
format: int32
custodianId:
type: integer
format: int32
shareClass:
type: string
shareClassId:
type: integer
format: int32
subAdvisorId:
type: integer
format: int32
provider:
type: string
plan:
type: integer
format: int32
planName:
type: string
modelGroupNumber:
type: string
isOriginalSMCAccount:
type: boolean
isTradingBlocked:
type: boolean
tradingInstructions:
type: string
downloadSource:
type: string
businessLine:
type: string
createdBy:
type: string
accountStartDate:
type: string
format: date-time
editedBy:
type: string
editedDate:
type: string
format: date-time
accountStatusId:
type: integer
format: int32
accountStatus:
type: string
accountStatusDescription:
type: string
feeScheduleId:
type: integer
format: int32
feeSchedule:
type: string
masterPayoutScheduleId:
type: integer
format: int32
masterPayoutSchedule:
type: string
billFrequency:
type: string
enum:
- Undefined
- Monthly
- Quarterly
- Triannual
- Semiannually
- Annually
- AtMaturity
representative:
type: string
representativeNumber:
type: string
representativeId:
type: integer
format: int32
household:
type: string
cancelDate:
type: string
format: date-time
riskBudget:
type: integer
format: int32
modelAggId:
type: integer
format: int32
billPayMethod:
type: string
acceptsList:
type: boolean
billStartDate:
type: string
format: date-time
missingInfoFromView:
type: string
sweepAssetId:
type: integer
format: int32
includeInAggregate:
type: boolean
isDiscretionary:
type: boolean
cashBalance:
type: number
format: double
sleeveStrategy:
type: string
isQualified:
type: boolean
riskScore:
type: number
format: double
isWrapManaged:
type: boolean
isWrapSponsored:
type: boolean
lastName:
type: string
nickname:
type: string
isPositionOnlyRecon:
type: boolean
eclipseFirmId:
type: integer
format: int32
isUnfunded:
type: boolean
isBundled:
type: boolean
isExcludedFromFirmAssets:
type: boolean
annuityIncomeValue:
type: number
format: double
currentRiskScore:
type: integer
format: int32
targetRiskScore:
type: integer
format: int32
riskScoreAsOfDate:
type: string
format: date-time
riskScoreProvider:
description: The source of {OAS.WebApi.DTO.Portfolio.AccountDto.TargetRiskScore}{OAS.WebApi.DTO.Portfolio.AccountDto.CurrentRiskScore} and {OAS.WebApi.DTO.Portfolio.AccountDto.RiskScoreAsOfDate}
type: string
riskTol:
type: integer
format: int32
tieredFeePriority:
type: integer
format: int32
additionalColumns:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Interface.AdditionalColumnDefinition'
xml:
name: AdditionalColumnDefinition
wrapped: true
type: array
isOps:
type: boolean
lastPositionDate:
type: string
format: date-time
inBalance:
type: boolean
lastReconciledEffectiveDate:
type: string
format: date-time
clientGlobalId:
example: 00000000-0000-0000-0000-000000000000
type: string
format: uuid
registrationGlobalId:
example: 00000000-0000-0000-0000-000000000000
type: string
format: uuid
id:
type: integer
format: int32
name:
type: string
number:
type: string
modelName:
type: string
subAdvisor:
type: string
accountType:
type: string
isDataSharingEntity:
type: boolean
xml:
name: AccountDto
type: object
OAS.WebApi.DTO.Billing.BillClientGridDto:
properties:
aum:
type: number
format: double
id:
type: integer
format: int32
billClientId:
type: integer
format: int32
firstName:
type: string
lastName:
type: string
fullName:
type: string
statusType:
type: string
enum:
- ReadyToBill
- Hold
- PendingReview
billStatusId:
type: integer
format: int32
relatedClients:
type: integer
format: int32
recurrentAdjustments:
type: integer
format: int32
feePayingAccounts:
type: integer
format: int32
representativeName:
type: string
representativeNumber:
type: string
feeScheduleId:
type: integer
format: int32
feeSchedule:
type: string
masterPayoutScheduleId:
type: integer
format: int32
masterPayoutSchedule:
type: string
createdBy:
type: string
createdDate:
type: string
format: date-time
editedBy:
type: string
editedDate:
type: string
format: date-time
isActive:
type: boolean
additionalColumns:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Interface.AdditionalColumnDefinition'
xml:
name: AdditionalColumnDefinition
wrapped: true
type: array
xml:
name: BillClientGridDto
type: object
OAS.WebApi.DTO.Interface.AdditionalColumnDefinition:
properties:
key:
type: string
value:
type: string
xml:
name: AdditionalColumnDefinition
type: object
securitySchemes:
Authorization:
type: apiKey
description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
name: Authorization
in: header