Orion Advisor Solutions Billing/Cloud API

The Billing/Cloud API from Orion Advisor Solutions — 3 operation(s) for billing/cloud.

Documentation GitHub OpenAPI

Operations 3

GET /v1/Billing/Cloud/BillCompare/execute/{instanceId} Starts a cloud compare (legacy bill instance vs in-flight calculation) via the… #

GET /v1/Billing/Cloud/BillCompare/instances/latest/{billType} Gets the last bill instance for a given bill type that is valid for a cloud… #

GET /v1/Billing/Cloud/BillCompare/status/{executionId} Gets cloud compare Step Functions execution status and compare results when… #

Specifications

⚙

OpenAPI

https://artifacts.apis.io/orion-advisor-solutions/openapi/orion-advisor-solutions-billing-cloud-api-openapi.yml

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OpenAPI Specification

openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Billing/Cloud API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Billing/Cloud
paths:
  /v1/Billing/Cloud/BillCompare/execute/{instanceId}:
    get:
      tags:
      - Billing/Cloud
      summary: Starts a cloud compare (legacy bill instance vs in-flight calculation) via the…
      operationId: BillCompareCloud_StartCloudBillingCompareAsync
      parameters:
      - name: instanceId
        in: path
        required: true
        schema:
          type: integer
          format: int32
      - name: cancellationToken
        in: header
        required: true
      - name: compareOutputMode
        in: query
        required: false
        schema:
          type: string
          enum:
          - Comparison
          - EnhancedCompare
          default: 1
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: object
            application/json:
              schema:
                type: object
            text/json:
              schema:
                type: object
            multipart/form-data:
              schema:
                type: object
      security:
      - Authorization: []
  /v1/Billing/Cloud/BillCompare/instances/latest/{billType}:
    get:
      tags:
      - Billing/Cloud
      summary: Gets the last bill instance for a given bill type that is valid for a cloud…
      operationId: BillCompareCloud_GetLatestCloudComparableInstanceAsync
      parameters:
      - name: billType
        in: path
        required: true
        schema:
          type: string
          enum:
          - Unknown
          - Renewal
          - NewMoney
          - NewAccount
          - FinancialPlanningFee
          - Performance
          - AdvanceCreditDebit
      - name: includeCashFlows
        in: query
        required: false
        schema:
          type: boolean
          default: false
      - name: cancellationToken
        in: header
        required: false
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: object
            application/json:
              schema:
                type: object
            text/json:
              schema:
                type: object
            multipart/form-data:
              schema:
                type: object
      security:
      - Authorization: []
  /v1/Billing/Cloud/BillCompare/status/{executionId}:
    get:
      tags:
      - Billing/Cloud
      summary: Gets cloud compare Step Functions execution status and compare results when…
      operationId: BillCompareCloud_GetCloudBillingCompareStatusAsync
      parameters:
      - name: cancellationToken
        in: header
        required: true
      - name: executionId
        in: path
        required: true
        schema:
          type: string
      - name: skip
        in: query
        required: false
        schema:
          type: integer
          format: int32
          default: 0
      - name: take
        in: query
        required: false
        schema:
          type: integer
          format: int32
          default: 100000
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.CloudCompare.BillingCompareCloudStatusDto'
            application/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.CloudCompare.BillingCompareCloudStatusDto'
            text/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.CloudCompare.BillingCompareCloudStatusDto'
            application/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.CloudCompare.BillingCompareCloudStatusDto'
            text/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.CloudCompare.BillingCompareCloudStatusDto'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.CloudCompare.BillingCompareCloudStatusDto'
      security:
      - Authorization: []
components:
  schemas:
    OAS.WebApi.DTO.Billing.CloudCompare.Payload.BillingCompareEntityComparisonResultDto:
      properties:
        entityName:
          type: string
        legacyCount:
          type: integer
          format: int32
        calculatedCount:
          type: integer
          format: int32
        missingFromCalculatedCount:
          type: integer
          format: int32
        missingFromLegacyCount:
          type: integer
          format: int32
        differentValueCount:
          type: integer
          format: int32
        differenceKeys:
          items:
            type: string
          type: array
        differences:
          items:
            $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.CloudCompare.Payload.BillingCompareComparisonDifferenceDto'
          xml:
            name: BillingCompareComparisonDifferenceDto
            wrapped: true
          type: array
      xml:
        name: BillingCompareEntityComparisonResultDto
      type: object
    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.BillingEntityOptionComparisonItemDto:
      properties:
        code:
          type: string
        name:
          type: string
        instance1Value:
          type: string
        instance2Value:
          type: string
        missingFromInstance1:
          type: boolean
        missingFromInstance2:
          type: boolean
        differentValues:
          type: boolean
      xml:
        name: BillingEntityOptionComparisonItemDto
      type: object
    OAS.WebApi.DTO.Billing.CloudCompare.BillingCompareCloudStatusDto:
      description: WebApi response for cloud compare execution status.
      properties:
        status:
          type: string
        errorMessage:
          type: string
        billInstanceId:
          type: integer
          format: int32
        billAccountItemCount:
          type: integer
          format: int32
        calculatedBillAccountItemCount:
          type: integer
          format: int32
        differenceCount:
          type: integer
          format: int32
        entityResults:
          items:
            $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.CloudCompare.Payload.BillingCompareEntityComparisonResultDto'
          xml:
            name: BillingCompareEntityComparisonResultDto
            wrapped: true
          type: array
        enhancedCompare:
          $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillingCompareEnhancedDto'
        entityOptionsComparison:
          $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillingEntityOptionsComparisonDto'
        hasMore:
          description: 'True when another page exists for EntityResults and/or EnhancedCompare

            (receivables or payables) beyond the current skip/take window. The same

            skip/take is applied independently to each of those collections.'
          type: boolean
      xml:
        name: BillingCompareCloudStatusDto
      type: object
    OAS.WebApi.DTO.Billing.CloudCompare.Payload.BillingCompareComparisonDifferenceDto:
      properties:
        key:
          type: string
        differenceType:
          type: string
        fields:
          items:
            $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.CloudCompare.Payload.BillingCompareComparisonFieldDifferenceDto'
          xml:
            name: BillingCompareComparisonFieldDifferenceDto
            wrapped: true
          type: array
      xml:
        name: BillingCompareComparisonDifferenceDto
      type: object
    OAS.WebApi.DTO.Billing.CloudCompare.Payload.BillingCompareComparisonFieldDifferenceDto:
      properties:
        fieldName:
          type: string
        legacyValue:
          type: object
        calculatedValue:
          type: object
      xml:
        name: BillingCompareComparisonFieldDifferenceDto
      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.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
    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
        entityOptionsComparison:
          $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillingEntityOptionsComparisonDto'
      xml:
        name: BillingCompareEnhancedDto
      type: object
    OAS.WebApi.DTO.Billing.BillingEntityOptionsComparisonDto:
      description: Entity options / settings comparison between two bill instances (or Legacy vs Rewrite for AB compare).
      properties:
        missingFromInstance1Count:
          type: integer
          format: int32
        missingFromInstance2Count:
          type: integer
          format: int32
        differencesCount:
          type: integer
          format: int32
        options:
          items:
            $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillingEntityOptionComparisonItemDto'
          xml:
            name: BillingEntityOptionComparisonItemDto
            wrapped: true
          type: array
      xml:
        name: BillingEntityOptionsComparisonDto
      type: object
  securitySchemes:
    Authorization:
      type: apiKey
      description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
      name: Authorization
      in: header