Orion Advisor Solutions

Orion Advisor Solutions Billing/Fee File API

The Billing/FeeFile API from Orion Advisor Solutions — 2 operation(s) for billing/feefile.

GitHub OpenAPI

Operations 2

POST /v1/Billing/FeeFile/Action/Schwab Billing fee file post schwab fee file async #
GET /v1/Billing/FeeFile/instance/{id} Billing fee file get fee files #

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-feefile-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-feefile-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Billing/Fee File API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Billing/FeeFile
paths:
  /v1/Billing/FeeFile/Action/Schwab:
    post:
      tags:
      - Billing/FeeFile
      operationId: BillingFeeFile_PostSchwabFeeFileAsync
      parameters:
      - name: blobId
        in: query
        required: true
        schema:
          type: integer
          format: int32
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/OAT.Integrations.Schwab.SII.Dto.SchwabSIIUploadFileDto'
            application/json:
              schema:
                $ref: '#/components/schemas/OAT.Integrations.Schwab.SII.Dto.SchwabSIIUploadFileDto'
            text/json:
              schema:
                $ref: '#/components/schemas/OAT.Integrations.Schwab.SII.Dto.SchwabSIIUploadFileDto'
            application/xml:
              schema:
                $ref: '#/components/schemas/OAT.Integrations.Schwab.SII.Dto.SchwabSIIUploadFileDto'
            text/xml:
              schema:
                $ref: '#/components/schemas/OAT.Integrations.Schwab.SII.Dto.SchwabSIIUploadFileDto'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAT.Integrations.Schwab.SII.Dto.SchwabSIIUploadFileDto'
      security:
      - Authorization: []
      summary: Billing fee file post schwab fee file async
      x-summary-source: derived
  /v1/Billing/FeeFile/instance/{id}:
    get:
      tags:
      - Billing/FeeFile
      operationId: BillingFeeFile_GetFeeFiles
      parameters:
      - name: id
        in: path
        required: true
        schema:
          type: integer
          format: int32
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.TradeFileDto'
                xml:
                  name: TradeFileDto
                  wrapped: true
                type: array
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.TradeFileDto'
                xml:
                  name: TradeFileDto
                  wrapped: true
                type: array
            text/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.TradeFileDto'
                xml:
                  name: TradeFileDto
                  wrapped: true
                type: array
            application/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.TradeFileDto'
                xml:
                  name: TradeFileDto
                  wrapped: true
                type: array
            text/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.TradeFileDto'
                xml:
                  name: TradeFileDto
                  wrapped: true
                type: array
            multipart/form-data:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.TradeFileDto'
                xml:
                  name: TradeFileDto
                  wrapped: true
                type: array
      security:
      - Authorization: []
      summary: Billing fee file get fee files
      x-summary-source: derived
components:
  schemas:
    OAS.WebApi.DTO.Trading.TradeFileDto:
      properties:
        id:
          type: integer
          format: int32
        tradeFormat:
          type: string
        createdBy:
          type: string
        createdDate:
          type: string
          format: date-time
        fileName:
          type: string
        transmitMethod:
          type: string
          enum:
          - Empty
          - None
          - FTP
          - DSTHTTP
          - Network
          - SFTP
          - FTPS
          - S3
        status:
          type: string
        processBy:
          type: string
        processDate:
          type: string
          format: date-time
        uploadTargetId:
          type: integer
          format: int32
        instanceId:
          type: integer
          format: int32
      xml:
        name: TradeFileDto
      type: object
    OAT.Integrations.Schwab.SII.Dto.SchwabSIIUploadFileDto:
      properties:
        sacoAuthToken:
          type: string
        logOnUrl:
          type: string
        masterAccountId:
          type: string
        serviceMessages:
          items:
            $ref: '#/components/schemas/OAT.Integrations.Schwab.SII.Dto.SchwabSIIServiceMessageDto'
          xml:
            name: SchwabSIIServiceMessageDto
            wrapped: true
          type: array
      xml:
        name: SchwabSIIUploadFileDto
      type: object
    OAT.Integrations.Schwab.SII.Dto.SchwabSIIServiceMessageDto:
      properties:
        code:
          type: string
        type:
          type: string
        description:
          type: string
      xml:
        name: SchwabSIIServiceMessageDto
      type: object
  securitySchemes:
    Authorization:
      type: apiKey
      description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
      name: Authorization
      in: header