Orion Advisor Solutions Billing/Run API

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

Documentation GitHub OpenAPI

Operations 1

POST /v1/Billing/Run/IndirectManagementFeeAdjScript Run the Indirect Management Fee Adjustment Script for a given date range #

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OpenAPI Specification

openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Billing/Run API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Billing/Run
paths:
  /v1/Billing/Run/IndirectManagementFeeAdjScript:
    post:
      tags:
      - Billing/Run
      summary: Run the Indirect Management Fee Adjustment Script for a given date range
      description: 'Sample Request

        GET /v1/Billing/Run/IndirectManagementFeeAdjScript?startDate=7/1/2024&endDate=9/16/2024

        Sample Response

        [

        {

        "clientId": 1,

        "clientName": "Test Client",

        "billId": 123,

        "payingFeeAccountId": 444,

        "paidAccountId": 134,

        "receivableId": 155,

        "processingMessage": "Error: No indirect fee receivable found."

        },

        {

        "clientId": 2,

        "clientName": "Test Client 2",

        "billId": 555,

        "payingFeeAccountId": 987,

        "paidAccountId": 4234,

        "receivableId": 71818,

        "processingMessage": "Error: Sleeve account"

        }

        ]'
      operationId: Billing_RunIndirectManagementFeeAdjScript
      parameters:
      - name: startDate
        in: query
        description: Start Date for the adjustment range
        required: true
        schema:
          type: string
      - name: endDate
        in: query
        description: End Date for the adjustment range
        required: true
        schema:
          type: string
      responses:
        '200':
          description: Returns the list of processed adjustments
          content:
            text/plain:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.IndirectManagementFeeAdjustmentDto'
                xml:
                  name: IndirectManagementFeeAdjustmentDto
                  wrapped: true
                type: array
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.IndirectManagementFeeAdjustmentDto'
                xml:
                  name: IndirectManagementFeeAdjustmentDto
                  wrapped: true
                type: array
            text/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.IndirectManagementFeeAdjustmentDto'
                xml:
                  name: IndirectManagementFeeAdjustmentDto
                  wrapped: true
                type: array
            application/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.IndirectManagementFeeAdjustmentDto'
                xml:
                  name: IndirectManagementFeeAdjustmentDto
                  wrapped: true
                type: array
            text/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.IndirectManagementFeeAdjustmentDto'
                xml:
                  name: IndirectManagementFeeAdjustmentDto
                  wrapped: true
                type: array
            multipart/form-data:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.IndirectManagementFeeAdjustmentDto'
                xml:
                  name: IndirectManagementFeeAdjustmentDto
                  wrapped: true
                type: array
        '400':
          description: If start date or end date is missing or invalid
      security:
      - Authorization: []
components:
  schemas:
    OAS.WebApi.DTO.Billing.IndirectManagementFeeAdjustmentDto:
      properties:
        clientId:
          type: integer
          format: int32
        clientName:
          type: string
        billId:
          type: integer
          format: int32
        receivableId:
          type: integer
          format: int32
        payingFeeAccountId:
          type: integer
          format: int32
        payingFeeAccountActive:
          type: boolean
        paidAccountId:
          type: integer
          format: int32
        paidAccountActive:
          type: boolean
        processingMessage:
          type: string
      xml:
        name: IndirectManagementFeeAdjustmentDto
      type: object
  securitySchemes:
    Authorization:
      type: apiKey
      description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
      name: Authorization
      in: header