Orion Advisor Solutions

Orion Advisor Solutions Confirm/AB Compare API

The Confirm/ABCompare API from Orion Advisor Solutions — 1 operation(s) for confirm/abcompare.

Documentation GitHub OpenAPI

Operations 2

GET /v1/Confirm/ABCompare Gets the differences in AB format comparison for a specified date range. #

PUT /v1/Confirm/ABCompare Confirm AB format compare update sign off on differences async #

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OpenAPI Specification

openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Confirm/AB Compare API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Confirm/ABCompare
paths:
  /v1/Confirm/ABCompare:
    get:
      tags:
      - Confirm/ABCompare
      summary: Gets the differences in AB format comparison for a specified date range.
      operationId: ConfirmABFormatCompare_GetABFormatComparisonDifferencesAsync
      parameters:
      - name: startDate
        in: query
        description: The Start date to filter records from
        required: true
        schema:
          type: string
          format: date-time
      - name: endDate
        in: query
        description: The End date to filter records to
        required: true
        schema:
          type: string
          format: date-time
      - name: ct
        in: header
        description: Cancellation Token
        required: true
      - name: isSignedOff
        in: query
        description: Determines whether to filter to signed off records or not signed off records if present
        required: false
        schema:
          type: boolean
      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: []
    put:
      tags:
      - Confirm/ABCompare
      operationId: ConfirmABFormatCompare_UpdateSignOffOnDifferencesAsync
      parameters:
      - name: ct
        in: header
        required: true
      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: []
      requestBody:
        content:
          text/plain:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ABConfirmCompareDifferenceDto'
              xml:
                name: ABConfirmCompareDifferenceDto
                wrapped: true
              type: array
          application/json:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ABConfirmCompareDifferenceDto'
              xml:
                name: ABConfirmCompareDifferenceDto
                wrapped: true
              type: array
          text/json:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ABConfirmCompareDifferenceDto'
              xml:
                name: ABConfirmCompareDifferenceDto
                wrapped: true
              type: array
          application/xml:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ABConfirmCompareDifferenceDto'
              xml:
                name: ABConfirmCompareDifferenceDto
                wrapped: true
              type: array
          text/xml:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ABConfirmCompareDifferenceDto'
              xml:
                name: ABConfirmCompareDifferenceDto
                wrapped: true
              type: array
          application/x-www-form-urlencoded:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ABConfirmCompareDifferenceDto'
              xml:
                name: ABConfirmCompareDifferenceDto
                wrapped: true
              type: array
          multipart/form-data:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.ABConfirmCompareDifferenceDto'
              xml:
                name: ABConfirmCompareDifferenceDto
                wrapped: true
              type: array
        required: true
      summary: Confirm AB format compare update sign off on differences async
      x-summary-source: derived
components:
  schemas:
    OAS.WebApi.DTO.Confirm.ABConfirmCompareDifferenceDto:
      properties:
        id:
          type: string
        recordType:
          type: string
          enum:
          - Name
          - Position
          - Transaction
          - Price
          - Dividend
          - Product
          - NotImported
          - Header
          - Security
          - CorpAction
          - TranDetail
          - Generic
          - CostBasis
          - Beneficiary
          - StoredPerformance
          - Systematic
          - RMD
          - Banking
        downloadFileKeyId:
          type: integer
          format: int32
        downloadRecordKeyId:
          type: integer
          format: int32
        downloadSourceId:
          type: integer
          format: int32
        downloadFileLastId:
          type: integer
          format: int32
        downloadFileNextId:
          type: integer
          format: int32
        downloadRecordLastId:
          type: integer
          format: int32
        downloadRecordNextId:
          type: integer
          format: int32
        checksumDifferenceType:
          type: string
          enum:
          - Unknown
          - RecordAndCustomInfoDoesNotMatch
          - RecordInfoDoesNotMatch
          - CustomInfoDoesNotMatch
          - RecordExistsInLastFileOnly
          - RecordExistsInNextFileOnly
        signOffDate:
          type: string
          format: date-time
        signOffBy:
          type: string
        detectedDate:
          type: string
          format: date-time
        signOffNotes:
          type: string
        isSignedOff:
          readOnly: true
          type: boolean
      xml:
        name: ABConfirmCompareDifferenceDto
      type: object
  securitySchemes:
    Authorization:
      type: apiKey
      description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
      name: Authorization
      in: header