Orion Advisor Solutions Billing/Consolidation API
The Billing/Consolidation API from Orion Advisor Solutions — 2 operation(s) for billing/consolidation.
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OpenAPI Specification
openapi: 3.2.0
info:
version: V1
title: Orion Connect Billing/Consolidation API
x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Billing/Consolidation
paths:
/v1/Billing/Consolidation/PostAuditFiles:
post:
tags:
- Billing/Consolidation
summary: Generate Audit files
description: 'Sample Request
POST v1/Billing/Consolidation/PostAuditFiles
{
"startDate": null,
"endDate": null,
"billInstanceIds": "123,2333",
"entityList": [
{
"entity": 18,
"ids": [
31,
1
],
"selected": true
},
{
"entity": 12,
"ids": [],
"selected": false
},
{
"entity": 79,
"selected": false
}
]
}'
operationId: Billing_GenerateConsolidationBillingAuditFilesAsync
parameters:
- name: ct
in: header
description: Cancellation Token
required: true
responses:
'200':
description: OK
content:
text/plain:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.AuditFileBlobDto'
xml:
name: AuditFileBlobDto
wrapped: true
type: array
application/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.AuditFileBlobDto'
xml:
name: AuditFileBlobDto
wrapped: true
type: array
text/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.AuditFileBlobDto'
xml:
name: AuditFileBlobDto
wrapped: true
type: array
application/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.AuditFileBlobDto'
xml:
name: AuditFileBlobDto
wrapped: true
type: array
text/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.AuditFileBlobDto'
xml:
name: AuditFileBlobDto
wrapped: true
type: array
multipart/form-data:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.AuditFileBlobDto'
xml:
name: AuditFileBlobDto
wrapped: true
type: array
security:
- Authorization: []
requestBody:
content:
text/plain:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.PostAuditDataDto'
application/json:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.PostAuditDataDto'
text/json:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.PostAuditDataDto'
application/x-www-form-urlencoded:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.PostAuditDataDto'
multipart/form-data:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.PostAuditDataDto'
description: File data
required: true
/v1/Billing/Consolidation/ReceiveableSummary:
get:
tags:
- Billing/Consolidation
summary: Obsolete.
operationId: Billing_GetV1BillingConsolidationReceiveableSummary
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
deprecated: true
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
OAS.WebApi.DTO.Billing.PostAuditDataDto:
properties:
billData:
description: UNUSED
type: boolean
payableSummary:
description: UNUSED
type: boolean
billingAudit:
description: UNUSED
type: boolean
startDate:
description: Start date of the bill instance date range to filter on
type: string
format: date-time
endDate:
description: End date of the bill instance date range to filter on
type: string
format: date-time
billInstanceIds:
description: A comma-separated list of bill instance IDs to include
type: string
entityList:
description: List of payable entities to filter the accounts on
items:
$ref: '#/components/schemas/OAS.DataModel.Billing.PostAuditEntity'
xml:
name: PostAuditEntity
wrapped: true
type: array
xml:
name: PostAuditDataDto
type: object
OAS.DataModel.Billing.PostAuditEntity:
properties:
entity:
type: string
enum:
- FundFamily
- Custodian
- BusinessLine
ids:
items:
type: integer
format: int32
type: array
selected:
type: boolean
xml:
name: PostAuditEntity
type: object
OAS.WebApi.DTO.Billing.AuditFileBlobDto:
properties:
instanceId:
type: integer
format: int32
startDate:
type: string
format: date-time
endDate:
type: string
format: date-time
createdDate:
type: string
format: date-time
id:
type: integer
format: int32
openWith:
type: string
fileName:
type: string
blobDesc:
type: string
blobText:
type: string
category:
type: string
isZip:
type: boolean
xml:
name: AuditFileBlobDto
type: object
securitySchemes:
Authorization:
type: apiKey
description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
name: Authorization
in: header