Orion Advisor Solutions Billing/Financial Planning Fee API

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

Documentation GitHub OpenAPI

Business capability

Accounts Receivable Management BC-200.30

Operations 3

POST /v1/Billing/FinancialPlanningFee/Action/Instance/{clientId}/{feeTypeId} Get a list of financial planning fees using a household id #

POST /v1/Billing/FinancialPlanningFee/CreateBluePayPayment Generate BluePay payments by taking a list of bill ids and submitting to… #

GET /v1/Billing/FinancialPlanningFee/List/{householdId} Get a list of financial planning fees using a household id #

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OpenAPI Specification

openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Billing/Financial Planning Fee API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Billing/FinancialPlanningFee
paths:
  /v1/Billing/FinancialPlanningFee/Action/Instance/{clientId}/{feeTypeId}:
    post:
      tags:
      - Billing/FinancialPlanningFee
      summary: Get a list of financial planning fees using a household id
      operationId: FinancialPlanningFee_GenerateNewFinancialPlanningBillAsync
      parameters:
      - name: ct
        in: header
        required: true
      - name: clientId
        in: path
        description: ClientId required
        required: true
        schema:
          type: integer
          format: int32
      - name: feeTypeId
        in: path
        description: fee type id, optional
        required: true
        schema:
          type: integer
          format: int32
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: integer
                format: int32
            application/json:
              schema:
                type: integer
                format: int32
            text/json:
              schema:
                type: integer
                format: int32
            application/xml:
              schema:
                type: integer
                format: int32
            text/xml:
              schema:
                type: integer
                format: int32
            multipart/form-data:
              schema:
                type: integer
                format: int32
      security:
      - Authorization: []
  /v1/Billing/FinancialPlanningFee/CreateBluePayPayment:
    post:
      tags:
      - Billing/FinancialPlanningFee
      summary: Generate BluePay payments by taking a list of bill ids and submitting to…
      description: 'Sample Request

        POST CreateBluePayPayment'
      operationId: FinancialPlanningFee_CreateBluePayPaymentAsync
      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: []
      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: Ienumerable int
        required: true
  /v1/Billing/FinancialPlanningFee/List/{householdId}:
    get:
      tags:
      - Billing/FinancialPlanningFee
      summary: Get a list of financial planning fees using a household id
      operationId: FinancialPlanningFee_GetBills
      parameters:
      - name: householdId
        in: path
        description: Household ID of clients requested
        required: true
        schema:
          type: integer
          format: int32
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.FinancialPlanningFeeDto'
                xml:
                  name: FinancialPlanningFeeDto
                  wrapped: true
                type: array
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.FinancialPlanningFeeDto'
                xml:
                  name: FinancialPlanningFeeDto
                  wrapped: true
                type: array
            text/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.FinancialPlanningFeeDto'
                xml:
                  name: FinancialPlanningFeeDto
                  wrapped: true
                type: array
            application/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.FinancialPlanningFeeDto'
                xml:
                  name: FinancialPlanningFeeDto
                  wrapped: true
                type: array
            text/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.FinancialPlanningFeeDto'
                xml:
                  name: FinancialPlanningFeeDto
                  wrapped: true
                type: array
            multipart/form-data:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.FinancialPlanningFeeDto'
                xml:
                  name: FinancialPlanningFeeDto
                  wrapped: true
                type: array
      security:
      - Authorization: []
components:
  schemas:
    OAS.WebApi.DTO.Billing.FinancialPlanningFeeDto:
      properties:
        id:
          type: integer
          format: int32
        billInstanceId:
          type: integer
          format: int32
        billType:
          type: string
          enum:
          - Unknown
          - Renewal
          - NewMoney
          - NewAccount
          - FinancialPlanningFee
          - Performance
          - AdvanceCreditDebit
        clientId:
          type: integer
          format: int32
        clientName:
          type: string
        createdDate:
          type: string
          format: date-time
        dateDue:
          readOnly: true
          type: string
          format: date-time
        paidDate:
          type: string
          format: date-time
        balanceDue:
          type: number
          format: double
        initialAmt:
          type: number
          format: double
        adjustmentAmount:
          type: number
          format: double
        repId:
          type: integer
          format: int32
        repName:
          type: string
        repNumber:
          type: string
        status:
          type: string
          enum:
          - NotSent
          - Sent
          - Paid
          - Error
          - ValidationRequired
          - Rollback
        statusIcon:
          readOnly: true
          type: string
        billId:
          type: integer
          format: int32
        errorMessage:
          type: string
        frequency:
          type: string
          enum:
          - Undefined
          - Monthly
          - Quarterly
          - Triannual
          - Semiannually
          - Annually
          - AtMaturity
      xml:
        name: FinancialPlanningFeeDto
      type: object
  securitySchemes:
    Authorization:
      type: apiKey
      description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
      name: Authorization
      in: header