Orion Advisor Solutions

Orion Advisor Solutions Billing/Hierarchy API

The Billing/Hierarchy API from Orion Advisor Solutions — 24 operation(s) for billing/hierarchy.

GitHub OpenAPI

Operations 25

PUT /v1/Billing/Hierarchy Update a fee hierarchy record #
POST /v1/Billing/Hierarchy Create a new fee hierarchy record #
GET /v1/Billing/Hierarchy/BillEntity/Search Searches fee hierarchy records by bill entity #
GET /v1/Billing/Hierarchy/BillEntity/Search/{search} Searches fee hierarchy records by bill entity #
GET /v1/Billing/Hierarchy/Consolidation Get all fee hierarchy records #
GET /v1/Billing/Hierarchy/Consolidation/{entity}/Search Get fee hierarchy records for search criteria #
GET /v1/Billing/Hierarchy/Consolidation/{entity}/Search/{search} Get fee hierarchy records for search criteria #
GET /v1/Billing/Hierarchy/Consolidation/Accounts Get fee hierarchy account records #
POST /v1/Billing/Hierarchy/Consolidation/Accounts/Search Get fee hierarchy account records by search criteria #
POST /v1/Billing/Hierarchy/Consolidation/new/Search Get fee hierarchy records by search criteria #
GET /v1/Billing/Hierarchy/Consolidation/Search Get fee hierarchy records for search criteria #
GET /v1/Billing/Hierarchy/Consolidation/Search/{search} Get fee hierarchy records for search criteria #
PUT /v1/Billing/Hierarchy/Consolidation/Update Update a fee hierarchy record #
GET /v1/Billing/Hierarchy/CustodianCount Get counts of custodians given a specific fee hierarchy level/id #
GET /v1/Billing/Hierarchy/Default Get a fee hierarchy record with default values, for use in creating a new… #
PUT /v1/Billing/Hierarchy/Delete Delete a list of fee hierarchy records by ID #
GET /v1/Billing/Hierarchy/Entity/Search Searches fee hierarchy records by entity name #
GET /v1/Billing/Hierarchy/Entity/Search/{search} Searches fee hierarchy records by entity name #
GET /v1/Billing/Hierarchy/Estimate Get estimate of what the fee hierarchy would be given the specified paramter… #
GET /v1/Billing/Hierarchy/MidLevel Get more details for the fee hierarchy level of the entity #
GET /v1/Billing/Hierarchy/PayoutRate/Search Searches fee hierarchy records by payout rate #
GET /v1/Billing/Hierarchy/PayoutRate/Search/{search} Searches fee hierarchy records by payout rate #
GET /v1/Billing/Hierarchy/Search Search for fee hierarchy records by Entity #
GET /v1/Billing/Hierarchy/TopLevel Get a top level view of fee hierarchy records for all entities #
GET /v1/Billing/Hierarchy/Verbose Gets the verbose fee hierarchy record for the specified entity and entity ID #

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-hierarchy-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-hierarchy-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Billing/Hierarchy API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:


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# Full source: https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-billing-hierarchy-api-openapi.yml