Orion Advisor Solutions

Orion Advisor Solutions Confirm/Account Restore Batch API

The Confirm/AccountRestoreBatch API from Orion Advisor Solutions — 3 operation(s) for confirm/accountrestorebatch.

GitHub OpenAPI

Operations 4

GET /v1/Confirm/AccountRestoreBatch Gets the list of Account Restore Batches #
POST /v1/Confirm/AccountRestoreBatch Creates an Account Restore batch #
GET /v1/Confirm/AccountRestoreBatch/{accountRestoreId} Returns a list of Account Restore Details for a given restore id #
PUT /v1/Confirm/AccountRestoreBatch/Action/Retry/{accountRestoreId} Resets the status of the Restore Batch to New to be reprocessed #

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-confirm-accountrestorebatch-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-confirm-accountrestorebatch-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Confirm/Account Restore Batch API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Confirm/AccountRestoreBatch
paths:
  /v1/Confirm/AccountRestoreBatch:
    get:
      tags:
      - Confirm/AccountRestoreBatch
      summary: Gets the list of Account Restore Batches
      description: 'Sample Request

        GET /Confirm/AccountRestoreBatch

        {

        "startDate": "12/31/2009",

        "endDate": "04/10/2023"

        }'
      operationId: AccountRestoreBatch_GetAccountRestoreBatchSummaryListAsync
      parameters:
      - name: startDate
        in: query
        description: Start Date to filter from
        required: false
        schema:
          type: string
          format: date-time
      - name: endDate
        in: query
        description: End Date to filter to
        required: false
        schema:
          type: string
          format: date-time
      - name: ct
        in: header
        description: Cancellation Token
        required: false
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.AccountRestore.AccountRestoreSummaryDto'
                xml:
                  name: AccountRestoreSummaryDto
                  wrapped: true
                type: array
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.AccountRestore.AccountRestoreSummaryDto'
                xml:
                  name: AccountRestoreSummaryDto
                  wrapped: true
                type: array
            text/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.AccountRestore.AccountRestoreSummaryDto'
                xml:
                  name: AccountRestoreSummaryDto
                  wrapped: true
                type: array
            application/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.AccountRestore.AccountRestoreSummaryDto'
                xml:
                  name: AccountRestoreSummaryDto
                  wrapped: true
                type: array
            text/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.AccountRestore.AccountRestoreSummaryDto'
                xml:
                  name: AccountRestoreSummaryDto
                  wrapped: true
                type: array
            multipart/form-data:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.AccountRestore.AccountRestoreSummaryDto'
                xml:
                  name: AccountRestoreSummaryDto
                  wrapped: true
                type: array
      security:
      - Authorization: []
    post:
      tags:
      - Confirm/AccountRestoreBatch
      summary: Creates an Account Restore batch
      description: 'Sample Request

        POST /Confirm/AccountRestoreBatch

        [ {

        "accountId": 1,

        "accountNumber": "123abc456def",

        "name": "My Account",

        "accountType": "Sample",

        "fundFamily": "My Fund",

        "currentValue": 1000.0,

        "downloadSource": "Source of the download",

        "effectiveDate": "2021-01-01",

        "lastPositionDate": "2023-11-06",

        "inBalance": true,

        "validationMessage": null

        } ]'
      operationId: AccountRestoreBatch_CreateAccountRestoreBatchesAsync
      parameters:
      - name: ct
        in: header
        description: A cancellation token
        required: false
      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: []
      requestBody:
        content:
          text/plain:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.AccountRestore.AccountRestoreSimpleDto'
              xml:
                name: AccountRestoreSimpleDto
                wrapped: true
              type: array
          application/json:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.AccountRestore.AccountRestoreSimpleDto'
              xml:
                name: AccountRestoreSimpleDto
                wrapped: true
              type: array
          text/json:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.AccountRestore.AccountRestoreSimpleDto'
              xml:
                name: AccountRestoreSimpleDto
                wrapped: true
              type: array
          application/xml:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.AccountRestore.AccountRestoreSimpleDto'
              xml:
                name: AccountRestoreSimpleDto
                wrapped: true
              type: array
          text/xml:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.AccountRestore.AccountRestoreSimpleDto'
              xml:
                name: AccountRestoreSimpleDto
                wrapped: true
              type: array
          application/x-www-form-urlencoded:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.AccountRestore.AccountRestoreSimpleDto'
              xml:
                name: AccountRestoreSimpleDto
                wrapped: true
              type: array
          multipart/form-data:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.AccountRestore.AccountRestoreSimpleDto'
              xml:
                name: AccountRestoreSimpleDto
                wrapped: true
              type: array
        description: A list of account restore objects.
        required: true
  /v1/Confirm/AccountRestoreBatch/{accountRestoreId}:
    get:
      tags:
      - Confirm/AccountRestoreBatch
      summary: Returns a list of Account Restore Details for a given restore id
      description: 'Sample Request

        GET /Confirm/AccountRestoreBatch/1'
      operationId: AccountRestoreBatch_GetAccountRestoreBatchDetailsAsync
      parameters:
      - name: accountRestoreId
        in: path
        description: Account Restore Id to filter.
        required: true
        schema:
          type: integer
          format: int32
      - name: ct
        in: header
        description: Cancellation Token
        required: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.AccountRestore.AccountRestoreBatchStatusDetailDto'
                xml:
                  name: AccountRestoreBatchStatusDetailDto
                  wrapped: true
                type: array
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.AccountRestore.AccountRestoreBatchStatusDetailDto'
                xml:
                  name: AccountRestoreBatchStatusDetailDto
                  wrapped: true
                type: array
            text/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.AccountRestore.AccountRestoreBatchStatusDetailDto'
                xml:
                  name: AccountRestoreBatchStatusDetailDto
                  wrapped: true
                type: array
            application/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.AccountRestore.AccountRestoreBatchStatusDetailDto'
                xml:
                  name: AccountRestoreBatchStatusDetailDto
                  wrapped: true
                type: array
            text/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.AccountRestore.AccountRestoreBatchStatusDetailDto'
                xml:
                  name: AccountRestoreBatchStatusDetailDto
                  wrapped: true
                type: array
            multipart/form-data:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.AccountRestore.AccountRestoreBatchStatusDetailDto'
                xml:
                  name: AccountRestoreBatchStatusDetailDto
                  wrapped: true
                type: array
      security:
      - Authorization: []
  /v1/Confirm/AccountRestoreBatch/Action/Retry/{accountRestoreId}:
    put:
      tags:
      - Confirm/AccountRestoreBatch
      summary: Resets the status of the Restore Batch to New to be reprocessed
      description: 'Sample Request

        PUT /Confirm/AccountRestoreBatch/Action/Retry/1'
      operationId: AccountRestoreBatch_RetryBatchAsync
      parameters:
      - name: accountRestoreId
        in: path
        required: true
        schema:
          type: integer
          format: int32
      - name: ct
        in: header
        description: Cancellation Token
        required: true
      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: []
components:
  schemas:
    OAS.WebApi.DTO.Confirm.AccountRestore.AccountRestoreBatchStatusDetailDto:
      properties:
        batchId:
          type: integer
          format: int32
        batchStatus:
          type: string
          enum:
          - New
          - CreateNameFile
          - CreateTransactionPosition
          - ApplyTransactionPosition
          - CleanupPositions
          - Notify
          - Complete
          - Error
          - UndoCancelledAccounts
        accountNumber:
          type: string
        accountId:
          type: integer
          format: int32
        accountStatus:
          type: string
          enum:
          - Pending
          - Processing
          - Complete
          - Error
        startDate:
          type: string
          format: date-time
        wasPlugged:
          type: boolean
        statusMessage:
          type: string
        statusMessageHtml:
          type: string
        registrationId:
          type: integer
          format: int32
        registrationName:
          type: string
        householdId:
          type: integer
          format: int32
        householdName:
          type: string
        isCancelled:
          type: boolean
        restoreData:
          type: boolean
        accountInBalance:
          type: boolean
      xml:
        name: AccountRestoreBatchStatusDetailDto
      type: object
    OAS.WebApi.DTO.Confirm.AccountRestore.AccountRestoreSummaryDto:
      properties:
        batchId:
          type: integer
          format: int32
        restoreStatus:
          type: string
        numberOfAccounts:
          type: integer
          format: int32
        createdBy:
          type: string
        createdDate:
          type: string
          format: date-time
      xml:
        name: AccountRestoreSummaryDto
      type: object
    OAS.WebApi.DTO.Confirm.AccountRestore.AccountRestoreSimpleDto:
      properties:
        accountId:
          type: integer
          format: int32
        accountNumber:
          type: string
        name:
          type: string
        accountType:
          type: string
        fundFamily:
          type: string
        currentValue:
          type: number
          format: double
        downloadSource:
          type: string
        effectiveDate:
          type: string
          format: date-time
        isCancelled:
          type: boolean
        restoreData:
          type: boolean
        lastPositionDate:
          type: string
          format: date-time
        inBalance:
          type: boolean
        validationMessage:
          type: string
        validationMessageType:
          type: integer
          format: int32
        accountRestoreId:
          type: integer
          format: int32
      xml:
        name: AccountRestoreSimpleDto
      type: object
  securitySchemes:
    Authorization:
      type: apiKey
      description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
      name: Authorization
      in: header