Orion Advisor Solutions Billing/Revenue Payout API
The Billing/RevenuePayout API from Orion Advisor Solutions — 10 operation(s) for billing/revenuepayout.
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OpenAPI Specification
openapi: 3.2.0
info:
version: V1
title: Orion Connect Billing/Revenue Payout API
x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Billing/RevenuePayout
paths:
/v1/Billing/RevenuePayout:
get:
tags:
- Billing/RevenuePayout
operationId: RevenuePayout_Get
responses:
'200':
description: OK
content:
text/plain:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutDto'
xml:
name: RevenuePayoutDto
wrapped: true
type: array
application/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutDto'
xml:
name: RevenuePayoutDto
wrapped: true
type: array
text/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutDto'
xml:
name: RevenuePayoutDto
wrapped: true
type: array
application/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutDto'
xml:
name: RevenuePayoutDto
wrapped: true
type: array
text/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutDto'
xml:
name: RevenuePayoutDto
wrapped: true
type: array
multipart/form-data:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutDto'
xml:
name: RevenuePayoutDto
wrapped: true
type: array
security:
- Authorization: []
summary: Revenue payout get
x-summary-source: derived
post:
tags:
- Billing/RevenuePayout
summary: This operation will create revenue payout report.
description: 'Sample Request
POST /Billing/RevenuePayout?asOfDate=03/13/2024&description=NULL&forecast=false'
operationId: RevenuePayout_CreateAsync
parameters:
- name: ct
in: header
required: true
- name: asOfDate
in: query
description: Optional. AsOfDate for selection of bills calculation date.
required: true
schema:
type: string
format: date-time
- name: description
in: query
description: Optional. report description.
required: false
schema:
type: string
- name: forecast
in: query
description: Optional. forecast report indication.
required: false
schema:
type: boolean
default: false
responses:
'200':
description: OK
content:
text/plain:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutDto'
application/json:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutDto'
text/json:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutDto'
application/xml:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutDto'
text/xml:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutDto'
multipart/form-data:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutDto'
security:
- Authorization: []
/v1/Billing/RevenuePayout/{id}:
get:
tags:
- Billing/RevenuePayout
operationId: RevenuePayout_GetById
parameters:
- name: id
in: path
required: true
schema:
type: integer
format: int32
responses:
'200':
description: OK
content:
text/plain:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutDto'
application/json:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutDto'
text/json:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutDto'
application/xml:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutDto'
text/xml:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutDto'
multipart/form-data:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutDto'
security:
- Authorization: []
summary: Revenue payout get by id
x-summary-source: derived
/v1/Billing/RevenuePayout/{id}/Details:
get:
tags:
- Billing/RevenuePayout
operationId: RevenuePayout_GetDetails
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.Billing.RevenuePayoutDetailDto'
xml:
name: RevenuePayoutDetailDto
wrapped: true
type: array
application/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutDetailDto'
xml:
name: RevenuePayoutDetailDto
wrapped: true
type: array
text/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutDetailDto'
xml:
name: RevenuePayoutDetailDto
wrapped: true
type: array
application/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutDetailDto'
xml:
name: RevenuePayoutDetailDto
wrapped: true
type: array
text/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutDetailDto'
xml:
name: RevenuePayoutDetailDto
wrapped: true
type: array
multipart/form-data:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutDetailDto'
xml:
name: RevenuePayoutDetailDto
wrapped: true
type: array
security:
- Authorization: []
summary: Revenue payout get details
x-summary-source: derived
/v1/Billing/RevenuePayout/{id}/Payment/New:
get:
tags:
- Billing/RevenuePayout
operationId: RevenuePayout_GetDefaultPaymentAsync
parameters:
- name: ct
in: header
required: true
- name: id
in: path
required: true
schema:
type: integer
format: int32
responses:
'200':
description: OK
content:
text/plain:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutPaymentDto'
application/json:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutPaymentDto'
text/json:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutPaymentDto'
application/xml:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutPaymentDto'
text/xml:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutPaymentDto'
multipart/form-data:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutPaymentDto'
security:
- Authorization: []
summary: Revenue payout get default payment async
x-summary-source: derived
/v1/Billing/RevenuePayout/{id}/Payment/Reports:
get:
tags:
- Billing/RevenuePayout
summary: Returns a list of all Reports for a given ReventuPayout Id
description: 'GET /Billing/RevenuePayout/1/Payment/Reports
Sample Response:
[
{
"id": 123,
"name": "Feb 23 2024 3:15PM",
"isChecked": false
}
]'
operationId: RevenuePayout_GetPaymentReportsAsync
parameters:
- name: id
in: path
description: Required. Revenue Payout Id
required: true
schema:
type: integer
format: int32
- name: ct
in: header
required: true
responses:
'200':
description: OK
content:
text/plain:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.SimpleEntityCheckedDto'
xml:
name: SimpleEntityCheckedDto
wrapped: true
type: array
application/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.SimpleEntityCheckedDto'
xml:
name: SimpleEntityCheckedDto
wrapped: true
type: array
text/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.SimpleEntityCheckedDto'
xml:
name: SimpleEntityCheckedDto
wrapped: true
type: array
application/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.SimpleEntityCheckedDto'
xml:
name: SimpleEntityCheckedDto
wrapped: true
type: array
text/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.SimpleEntityCheckedDto'
xml:
name: SimpleEntityCheckedDto
wrapped: true
type: array
multipart/form-data:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.SimpleEntityCheckedDto'
xml:
name: SimpleEntityCheckedDto
wrapped: true
type: array
security:
- Authorization: []
/v1/Billing/RevenuePayout/{id}/Payments:
get:
tags:
- Billing/RevenuePayout
summary: Returns list of payments for revenue payout id
description: 'GET /Billing/RevenuePayout/68/Payments
Returns:
[
{
"id": 88,
"revenuePayoutId": 68,
"asOfDate": "2023-01-01T00:00:00-06:00",
"createdDate": "2023-01-01T12:46:15.413-06:00",
"createdBy": "first.last",
"editedDate": "2023-01-01T12:46:15.413-06:00",
"editedBy": "first.last",
"totalFeeRemaining": 123.46,
"collectedRIAAmount": 123.45,
"unCollectedRIAAmount": 123.45,
"collectedAdvisorAmount": 123.45,
"unCollectedAdvisorAmount": 123.45,
"adjustmentAmount": 123.45,
"note": "string note field",
"reportId": null
}
]'
operationId: RevenuePayout_GetPayments
parameters:
- name: id
in: path
description: Required. Revenue Payout Id
required: true
schema:
type: integer
format: int32
responses:
'200':
description: OK
content:
text/plain:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutPaymentDto'
xml:
name: RevenuePayoutPaymentDto
wrapped: true
type: array
application/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutPaymentDto'
xml:
name: RevenuePayoutPaymentDto
wrapped: true
type: array
text/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutPaymentDto'
xml:
name: RevenuePayoutPaymentDto
wrapped: true
type: array
application/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutPaymentDto'
xml:
name: RevenuePayoutPaymentDto
wrapped: true
type: array
text/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutPaymentDto'
xml:
name: RevenuePayoutPaymentDto
wrapped: true
type: array
multipart/form-data:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutPaymentDto'
xml:
name: RevenuePayoutPaymentDto
wrapped: true
type: array
security:
- Authorization: []
/v1/Billing/RevenuePayout/Payment:
post:
tags:
- Billing/RevenuePayout
operationId: RevenuePayout_CreatePaymentAsync
parameters:
- name: ct
in: header
required: true
responses:
'200':
description: OK
content:
text/plain:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutPaymentDto'
application/json:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutPaymentDto'
text/json:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutPaymentDto'
application/xml:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutPaymentDto'
text/xml:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutPaymentDto'
multipart/form-data:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutPaymentDto'
security:
- Authorization: []
requestBody:
content:
text/plain:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutPaymentDto'
application/json:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutPaymentDto'
text/json:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutPaymentDto'
application/xml:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutPaymentDto'
text/xml:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutPaymentDto'
application/x-www-form-urlencoded:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutPaymentDto'
multipart/form-data:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Billing.RevenuePayoutPaymentDto'
required: true
summary: Revenue payout create payment async
x-summary-source: derived
/v1/Billing/RevenuePayout/Payment/{key}:
delete:
tags:
- Billing/RevenuePayout
operationId: RevenuePayout_DeletePaymentAsync
parameters:
- name: ct
in: header
required: true
- name: key
in: path
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: []
summary: Revenue payout delete payment async
x-summary-source: derived
/v1/Billing/RevenuePayout/Payment/Report/{key}:
get:
tags:
- Billing/RevenuePayout
operationId: RevenuePayout_GetPaymentReport
parameters:
- name: key
in: path
required: true
schema:
type: integer
format: int32
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: []
summary: Revenue payout get payment report
x-summary-source: derived
/v1/Billing/RevenuePayout/Payout/Delete/{key}:
delete:
tags:
- Billing/RevenuePayout
operationId: RevenuePayout_DeletePayoutAsync
parameters:
- name: ct
in: header
required: true
- name: key
in: path
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: []
summary: Revenue payout delete payout async
x-summary-source: derived
components:
schemas:
OAS.WebApi.DTO.SimpleEntityCheckedDto:
properties:
id:
type: integer
format: int32
name:
type: string
isChecked:
type: boolean
xml:
name: SimpleEntityCheckedDto
type: object
OAS.WebApi.DTO.Billing.RevenuePayoutPaymentDto:
properties:
id:
type: integer
format: int32
revenuePayoutId:
type: integer
format: int32
asOfDate:
type: string
format: date-time
createdDate:
type: string
format: date-time
createdBy:
type: string
editedDate:
type: string
format: date-time
editedBy:
type: string
totalFeeRemaining:
type: number
format: double
collectedRIAAmount:
type: number
format: double
unCollectedRIAAmount:
type: number
format: double
collectedAdvisorAmount:
type: number
format: double
unCollectedAdvisorAmount:
type: number
format: double
adjustmentAmount:
type: number
format: double
note:
type: string
reportId:
type: integer
format: int32
xml:
name: RevenuePayoutPaymentDto
type: object
OAS.WebApi.DTO.Billing.RevenuePayoutDetailDto:
properties:
id:
type: integer
format: int32
revenuePayoutId:
type: integer
format: int32
tier:
type: string
feeAmount:
type: number
format: double
riaPayout:
type: number
format: double
riaAmount:
type: number
format: double
advisorPayout:
type: number
format: double
advisorAmount:
type: number
format: double
xml:
name: RevenuePayoutDetailDto
type: object
OAS.WebApi.DTO.Billing.RevenuePayoutDto:
properties:
id:
type: integer
format: int32
description:
type: string
startDate:
type: string
format: date-time
endDate:
type: string
format: date-time
totalFeeAmount:
type: number
format: double
totalMarketValue:
type: number
format: double
payoutSchedule:
type: string
revenuePayoutBasedOn:
type: string
createdDate:
type: string
format: date-time
createdBy:
type: string
editedDate:
type: string
format: date-time
editedBy:
type: string
isForecast:
type: boolean
isBasis:
type: boolean
xml:
name: RevenuePayoutDto
type: object
securitySchemes:
Authorization:
type: apiKey
description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
name: Authorization
in: header