Orion Advisor Solutions

Orion Advisor Solutions Compliance/Audit Requests API

The Compliance/AuditRequests API from Orion Advisor Solutions — 16 operation(s) for compliance/auditrequests.

GitHub OpenAPI
Business capability
Audit Execution Management BC-140.20

Operations 22

POST /v1/Compliance/AuditRequests Create a new Audit Request #
GET /v1/Compliance/AuditRequests/{auditRequestId}/DownloadZipAttachments Download a single attachment #
GET /v1/Compliance/AuditRequests/{key} Get a audit request for a given key #
PUT /v1/Compliance/AuditRequests/{key} update a audit request record for the key given #
DELETE /v1/Compliance/AuditRequests/{key} Delete an Audit request item and all attached records for a given key #
POST /v1/Compliance/AuditRequests/{key}/DataQuery Create a .csv attachment based on a data query #
GET /v1/Compliance/AuditRequests/{key}/Items Get a list of audit request items for a given audit request key #
GET /v1/Compliance/AuditRequests/DefaultCategories Get a list of audit request default item #
PUT /v1/Compliance/AuditRequests/DefaultCategories Update list of default request items #
GET /v1/Compliance/AuditRequests/DefaultItem Get a list of audit request default item #
POST /v1/Compliance/AuditRequests/DefaultItem Create a new audit request default item #
GET /v1/Compliance/AuditRequests/DefaultItem/Test Get a list of audit request default item #
GET /v1/Compliance/AuditRequests/DownloadRequestLetter/{key} Download the file loaded as the request letter #
DELETE /v1/Compliance/AuditRequests/Item/{id}/DeleteAttachments Delete a single attachment #
PUT /v1/Compliance/AuditRequests/Items Takes a list of items and adds/updates as needed #
POST /v1/Compliance/AuditRequests/Items Create a new audit request item, will execute stored procedures as defined on… #
POST /v1/Compliance/AuditRequests/Items/{auditRequestItemId}/UploadAttachment Create a new audit reqeuest item attachment #
GET /v1/Compliance/AuditRequests/Items/{id}/DownloadZipAttachments Download a single attachment #
GET /v1/Compliance/AuditRequests/Items/{key} Get an audit request items for a given audit request key #
PUT /v1/Compliance/AuditRequests/Items/{key} update an audit request item #
GET /v1/Compliance/AuditRequests/Items/DownloadAttachment/{key} Download a single attachment #
POST /v1/Compliance/AuditRequests/Summary Gets a list of audit requests that the logged in user has access to #

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-compliance-auditrequests-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-compliance-auditrequests-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Compliance/Audit Requests 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-compliance-auditrequests-api-openapi.yml