Orion Advisor Solutions

Orion Advisor Solutions Billing/Household Summary API

The Billing/HouseholdSummary API from Orion Advisor Solutions — 1 operation(s) for billing/householdsummary.

Documentation GitHub OpenAPI

Business capability

Accounts Receivable Management BC-200.30

Operations 1

GET /v1/Billing/HouseholdSummary/{key} Get household billing summary #

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OpenAPI Specification

openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Billing/Household Summary API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Billing/HouseholdSummary
paths:
  /v1/Billing/HouseholdSummary/{key}:
    get:
      tags:
      - Billing/HouseholdSummary
      summary: Get household billing summary
      operationId: Billing_HouseholdSummary
      parameters:
      - name: key
        in: path
        description: Key of the desired returned object.
        required: true
        schema:
          type: integer
          format: int32
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillHouseholdSummaryDto'
            application/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillHouseholdSummaryDto'
            text/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillHouseholdSummaryDto'
            application/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillHouseholdSummaryDto'
            text/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillHouseholdSummaryDto'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillHouseholdSummaryDto'
      security:
      - Authorization: []
components:
  schemas:
    OAS.WebApi.DTO.Billing.HouseholdAccountSummaryDto:
      properties:
        accountId:
          type: integer
          format: int32
        accountNumber:
          type: string
        accountType:
          type: string
        billingStartDate:
          type: string
          format: date-time
        feeSchedule:
          type: string
        payoutSchedule:
          type: string
        payMethod:
          type: string
        frequency:
          type: string
          enum:
          - Undefined
          - Monthly
          - Quarterly
          - Triannual
          - Semiannually
          - Annually
          - AtMaturity
        balanceDue:
          type: number
          format: double
        creditRemaining:
          type: number
          format: double
        repId:
          type: integer
          format: int32
        repName:
          type: string
        paidByAccount:
          readOnly: true
          type: string
        percentPaidByAccount:
          readOnly: true
          type: string
        valuationMethod:
          type: string
          enum:
          - PeriodEndingValue
          - AvgDailyBalance
          - AvgMonthlyBalance
        isActive:
          type: boolean
      xml:
        name: HouseholdAccountSummaryDto
      type: object
    OAS.WebApi.DTO.Billing.BillFrequencySummaryDto:
      properties:
        frequency:
          type: integer
          format: int32
        clientId:
          type: integer
          format: int32
      xml:
        name: BillFrequencySummaryDto
      type: object
    OAS.WebApi.DTO.Billing.RelatedClientSummaryDto:
      properties:
        id:
          type: integer
          format: int32
        clientName:
          type: string
        currentValue:
          type: number
          format: double
        excludedValue:
          type: number
          format: double
        billableValue:
          readOnly: true
          type: number
          format: double
      xml:
        name: RelatedClientSummaryDto
      type: object
    OAS.WebApi.DTO.Billing.BillHistoryDto:
      properties:
        billId:
          type: integer
          format: int32
        householdId:
          type: integer
          format: int32
        billInstanceId:
          type: integer
          format: int32
        marketValueAtGeneration:
          type: number
          format: double
        asOfDate:
          type: string
          format: date-time
        billAmount:
          type: number
          format: double
        balanceDue:
          type: number
          format: double
        creditsToBill:
          type: number
          format: double
        billPeriod:
          readOnly: true
          type: string
      xml:
        name: BillHistoryDto
      type: object
    OAS.WebApi.DTO.Billing.BillPayoutScheduleSummaryDto:
      properties:
        id:
          type: integer
          format: int32
        payoutSchedule:
          type: string
        clientId:
          type: integer
          format: int32
      xml:
        name: BillPayoutScheduleSummaryDto
      type: object
    OAS.WebApi.DTO.Billing.PaidByAccountSummaryDto:
      properties:
        accountId:
          type: integer
          format: int32
        paidByAccountId:
          type: integer
          format: int32
        percent:
          type: number
          format: double
        fundName:
          type: string
      xml:
        name: PaidByAccountSummaryDto
      type: object
    OAS.WebApi.DTO.Billing.HouseholdSummaryValueDto:
      properties:
        value:
          type: number
          format: double
        excludedAssetValue:
          type: number
          format: double
        billableValue:
          readOnly: true
          type: number
          format: double
      xml:
        name: HouseholdSummaryValueDto
      type: object
    OAS.WebApi.DTO.Billing.BillPayMethodSummaryDto:
      properties:
        id:
          type: integer
          format: int32
        payInstruction:
          type: string
        clientId:
          type: integer
          format: int32
      xml:
        name: BillPayMethodSummaryDto
      type: object
    OAS.WebApi.DTO.Billing.BillHouseholdSummaryDto:
      properties:
        value:
          $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.HouseholdSummaryValueDto'
        billSchedules:
          items:
            $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillScheduleSummaryDto'
          xml:
            name: BillScheduleSummaryDto
            wrapped: true
          type: array
        payoutSchedules:
          items:
            $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillPayoutScheduleSummaryDto'
          xml:
            name: BillPayoutScheduleSummaryDto
            wrapped: true
          type: array
        billFrequencies:
          items:
            $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillFrequencySummaryDto'
          xml:
            name: BillFrequencySummaryDto
            wrapped: true
          type: array
        billPayMethods:
          items:
            $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillPayMethodSummaryDto'
          xml:
            name: BillPayMethodSummaryDto
            wrapped: true
          type: array
        accountSummaries:
          items:
            $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.HouseholdAccountSummaryDto'
          xml:
            name: HouseholdAccountSummaryDto
            wrapped: true
          type: array
        billPaidForAccounts:
          items:
            $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.PaidByAccountSummaryDto'
          xml:
            name: PaidByAccountSummaryDto
            wrapped: true
          type: array
        historicalBills:
          items:
            $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.BillHistoryDto'
          xml:
            name: BillHistoryDto
            wrapped: true
          type: array
        relatedHouseholdSummaries:
          items:
            $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RelatedClientSummaryDto'
          xml:
            name: RelatedClientSummaryDto
            wrapped: true
          type: array
      xml:
        name: BillHouseholdSummaryDto
      type: object
    OAS.WebApi.DTO.Billing.BillScheduleSummaryDto:
      properties:
        id:
          type: integer
          format: int32
        feeSchedule:
          type: string
        clientId:
          type: integer
          format: int32
      xml:
        name: BillScheduleSummaryDto
      type: object
  securitySchemes:
    Authorization:
      type: apiKey
      description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
      name: Authorization
      in: header