Orion Advisor Solutions

Orion Advisor Solutions Confirm/Download Files API

The Confirm/DownloadFiles API from Orion Advisor Solutions — 39 operation(s) for confirm/downloadfiles.

GitHub OpenAPI

Operations 45

GET /v1/Confirm/DownloadFiles Download files get all #
GET /v1/Confirm/DownloadFiles/{downloadFileId}/Details Download files get file details #
PUT /v1/Confirm/DownloadFiles/{downloadFileId}/Details Download files update file details route #
GET /v1/Confirm/DownloadFiles/{downloadFileId}/Details/{key} Gets the download file detail record for the download file with the provided key #
PUT /v1/Confirm/DownloadFiles/{downloadFileId}/Details/{key} Download files update file detail #
PUT /v1/Confirm/DownloadFiles/{downloadFileId}/Details/Action/FindReplace Download files find replace #
PUT /v1/Confirm/DownloadFiles/{downloadFileId}/Details/Action/Prefix Download files action prefix #
PUT /v1/Confirm/DownloadFiles/{downloadFileId}/Details/Action/Proper Download files action proper #
PUT /v1/Confirm/DownloadFiles/{downloadFileId}/Details/Action/Undo Download files action undo records async #
PUT /v1/Confirm/DownloadFiles/{downloadFileId}/Details/Action/VerifyApply Download files action verify or apply records async #
POST /v1/Confirm/DownloadFiles/{downloadFileId}/Details/List Gets the download file detail records for the download file with the provided… #
POST /v1/Confirm/DownloadFiles/{downloadFileId}/Details/List/Id Gets the download file detail records for the download file with the provided… #
GET /v1/Confirm/DownloadFiles/{downloadFileId}/Download Used download the raw file for the download file specified #
GET /v1/Confirm/DownloadFiles/{key} Gets the download file that has the provided key. #
POST /v1/Confirm/DownloadFiles/{key}/Positions/Import Reviewed position files import transactions async #
PUT /v1/Confirm/DownloadFiles/{key}/UpdateAgentAnalysisStatus Download files update agent analysis status to complete async #
PUT /v1/Confirm/DownloadFiles/Action/ConfirmDetails Download files manual confirm async #
GET /v1/Confirm/DownloadFiles/Action/Download/{sessionId} Download files download files #
POST /v1/Confirm/DownloadFiles/Action/DownloadFiles Downloads zip file with the set of files selected #
POST /v1/Confirm/DownloadFiles/Action/DownloadMany Downloads several confirmation files across one or more advisor databases #
GET /v1/Confirm/DownloadFiles/Action/DownloadTestFiles Download files download test files async #
PUT /v1/Confirm/DownloadFiles/Action/ExcludeDetails Download files manual exclude async #
POST /v1/Confirm/DownloadFiles/Action/ImportFile Import file #
POST /v1/Confirm/DownloadFiles/Action/ImportFiles Import file #
POST /v1/Confirm/DownloadFiles/Action/ImportFilesByDownloadSources Imports the files by download sources asynchronous #
PUT /v1/Confirm/DownloadFiles/Action/ResetPositionFile/{downloadFileId} Download files reset position file async #
POST /v1/Confirm/DownloadFiles/Action/VerifyApplyFile Download files verify apply file async #
GET /v1/Confirm/DownloadFiles/Details Download files get all details async #
POST /v1/Confirm/DownloadFiles/Details Download files get all details post async #
PUT /v1/Confirm/DownloadFiles/Details/Action/RateAgentNextBestAction Persists analyst ratings and optional feedback for agent next-best-action… #
GET /v1/Confirm/DownloadFiles/Details/Records Get Download Records By FileId, RecordId, And RecordType #
GET /v1/Confirm/DownloadFiles/ExclusionReason Download files get reason all #
POST /v1/Confirm/DownloadFiles/ExclusionReason Download files add reason #
DELETE /v1/Confirm/DownloadFiles/ExclusionReason Download files delete reason #
GET /v1/Confirm/DownloadFiles/FileImports Download files get all confirmation batch processing #
GET /v1/Confirm/DownloadFiles/FileImports/Counts Download files get all confirmation batch processing counts #
POST /v1/Confirm/DownloadFiles/Positions/CreateTrans Reviewed position files import trasaction by stored proc async #
POST /v1/Confirm/DownloadFiles/Positions/Transactions Reviewed position files create trasaction by stored proc async #
POST /v1/Confirm/DownloadFiles/Recommendations Download files upsert recommendations async #
PUT /v1/Confirm/DownloadFiles/RecordType/{recordType}/Details Download files update record type file details #
POST /v1/Confirm/DownloadFiles/RecordType/{recordType}/Details/List Gets the download file detail records for the provided keys of the given record… #
GET /v1/Confirm/DownloadFiles/Simple Download files get simple all #
GET /v1/Confirm/DownloadFiles/SleeveColumnData Download files get sleeve column data #
PUT /v1/Confirm/DownloadFiles/SleeveColumnData Download files save sleeve column data #
POST /v1/Confirm/DownloadFiles/SleeveData Download files get sleeve data #

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-downloadfiles-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-downloadfiles-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Confirm/Download Files 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-downloadfiles-api-openapi.yml