Orion Advisor Solutions Confirm/Alternative API

The Confirm/Alternative API from Orion Advisor Solutions — 31 operation(s) for confirm/alternative.

Operations 41

GET /v1/Confirm/Alternative/AssetValuation Get all Asset Valuation #
PUT /v1/Confirm/Alternative/AssetValuation Simple dto update #
PUT /v1/Confirm/Alternative/AssetValuation/{assetId}/{asOfDate} Simple dto update #
DELETE /v1/Confirm/Alternative/AssetValuation/{assetId}/{asOfDate} Used to delete an existing asset valuation. #
PUT /v1/Confirm/Alternative/AssetValuation/Action/Delete Asset valuation action delete async #
GET /v1/Confirm/Alternative/CommitmentLedger Get all Commitmen tLedger #
GET /v1/Confirm/Alternative/CommitmentLedger/{key} Gets the Commitment Ledger that has the provided key. #
GET /v1/Confirm/Alternative/Equity/ActivityTypes Get all Asset Valuation #
GET /v1/Confirm/Alternative/Equity/FundingTypes Get all Asset Valuation #
GET /v1/Confirm/Alternative/Equity/ValuationStatuses Gets all valuation statuses #
GET /v1/Confirm/Alternative/ExpectedReturn Get all ExpectedReturn #
POST /v1/Confirm/Alternative/ExpectedReturn Adds a new ExpectedReturn to the database #
GET /v1/Confirm/Alternative/ExpectedReturn/Products/{productKey} Get all ExpectedReturn #
GET /v1/Confirm/Alternative/ExpectedReturn/Products/{productKey}/DateStart/{startDate} Gets the ExpectedReturn that has the provided key. #
PUT /v1/Confirm/Alternative/ExpectedReturn/Products/{productKey}/DateStart/{startDate} Updates the ExpectedReturn that has the provided key. #
GET /v1/Confirm/Alternative/InvestmentPlatform/AssetHistory/{assetId} Gets Asset Transaction History and Valuation History #
GET /v1/Confirm/Alternative/ProductTransaction Get all Product Transaction #
POST /v1/Confirm/Alternative/ProductTransaction Adds a new Product Transaction to the database #
GET /v1/Confirm/Alternative/ProductTransaction/{key} Gets the Product Transaction that has the provided key. #
PUT /v1/Confirm/Alternative/ProductTransaction/{key} Updates the Product Transaction that has the provided key. #
DELETE /v1/Confirm/Alternative/ProductTransaction/{key} Used to delete an existing Product Transaction. #
GET /v1/Confirm/Alternative/ProductTransaction/TransactionPreview Get a Preview of Transaction changes #
GET /v1/Confirm/Alternative/ProductValuation Get all Product Valuation #
POST /v1/Confirm/Alternative/ProductValuation Adds a new Product Valuation to the database #
GET /v1/Confirm/Alternative/ProductValuation/{key} Gets the Product Valuation that has the provided key. #
PUT /v1/Confirm/Alternative/ProductValuation/{key} Updates the Product Valuation that has the provided key. #
DELETE /v1/Confirm/Alternative/ProductValuation/{key} Used to delete an existing Product Valuation. #
GET /v1/Confirm/Alternative/ProductValuation/ValuationPreview Get a Preview of Valuation changes #
POST /v1/Confirm/Alternative/ValidateImport/Assets Alternative validate import assets import alternative assets async #
GET /v1/Confirm/Alternative/ValidateImport/Assets/Templates/Csv Alternative validate import assets get csv template #
GET /v1/Confirm/Alternative/ValidateImport/Assets/Templates/Xls Alternative validate import assets get xls template #
GET /v1/Confirm/Alternative/ValidateImport/Assets/Templates/Xlsx Alternative validate import assets get xlsx template #
POST /v1/Confirm/Alternative/ValidateImport/AssetValuation Alternative validate import asset valuation import asset valuations async #
GET /v1/Confirm/Alternative/ValidateImport/AssetValuation/Templates/Csv Alternative validate import asset valuation get csv template #
GET /v1/Confirm/Alternative/ValidateImport/AssetValuation/Templates/Xls Alternative validate import asset valuation get xls template #
GET /v1/Confirm/Alternative/ValidateImport/AssetValuation/Templates/Xlsx Alternative validate import asset valuation get xlsx template #
POST /v1/Confirm/Alternative/ValidateImport/AssetValuation/Update Alternative validate import asset valuation update asset valuation validations… #
POST /v1/Confirm/Alternative/ValidateImport/Transactions Alternative validate import transactions import alternative transactions async #
GET /v1/Confirm/Alternative/ValidateImport/Transactions/Templates/Csv Alternative validate import transactions get csv template #
GET /v1/Confirm/Alternative/ValidateImport/Transactions/Templates/Xls Alternative validate import transactions get xls template #
GET /v1/Confirm/Alternative/ValidateImport/Transactions/Templates/Xlsx Alternative validate import transactions get xlsx template #

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OpenAPI Specification

orion-advisor-solutions-confirm-alternative-api-openapi.yml Raw ↑
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Confirm/Alternative 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-confirm-alternative-api-openapi.yml