Orion Advisor Solutions Confirm/Download Source Note API

The Confirm/DownloadSourceNote API from Orion Advisor Solutions — 2 operation(s) for confirm/downloadsourcenote.

Documentation GitHub OpenAPI

Operations 2

GET /v1/Confirm/DownloadSourceNote Returns a list of Download Source Notes #

PUT /v1/Confirm/DownloadSourceNote/Upsert/{downloadSourceNoteType} Will either create or update a given download source note depending if one… #

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OpenAPI Specification

openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Confirm/Download Source Note API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Confirm/DownloadSourceNote
paths:
  /v1/Confirm/DownloadSourceNote:
    get:
      tags:
      - Confirm/DownloadSourceNote
      summary: Returns a list of Download Source Notes
      description: 'Sample Request

        GET /Confirm/DownloadSourceNote'
      operationId: DownloadSourceNote_GetDownloadSourceNotesAsync
      parameters:
      - 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.DownloadSourceNoteDto'
                xml:
                  name: DownloadSourceNoteDto
                  wrapped: true
                type: array
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.DownloadSourceNoteDto'
                xml:
                  name: DownloadSourceNoteDto
                  wrapped: true
                type: array
            text/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.DownloadSourceNoteDto'
                xml:
                  name: DownloadSourceNoteDto
                  wrapped: true
                type: array
            application/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.DownloadSourceNoteDto'
                xml:
                  name: DownloadSourceNoteDto
                  wrapped: true
                type: array
            text/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.DownloadSourceNoteDto'
                xml:
                  name: DownloadSourceNoteDto
                  wrapped: true
                type: array
            multipart/form-data:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.DownloadSourceNoteDto'
                xml:
                  name: DownloadSourceNoteDto
                  wrapped: true
                type: array
      security:
      - Authorization: []
  /v1/Confirm/DownloadSourceNote/Upsert/{downloadSourceNoteType}:
    put:
      tags:
      - Confirm/DownloadSourceNote
      summary: Will either create or update a given download source note depending if one…
      description: 'Sample Request

        PUT /Confirm/DownloadSourceNote/Upsert

        {

        "downloadSourceId": 1,

        "analystNote": "test note",

        "advisorNote": "test note 2"

        }'
      operationId: DownloadSourceNote_UpsertDownloadSourceNoteAsync
      parameters:
      - name: downloadSourceNoteType
        in: path
        required: true
        schema:
          type: string
          enum:
          - AdvisorNote
          - AnalystNote
      - name: ct
        in: header
        required: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.DownloadSourceNoteDto'
            application/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.DownloadSourceNoteDto'
            text/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.DownloadSourceNoteDto'
            application/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.DownloadSourceNoteDto'
            text/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.DownloadSourceNoteDto'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.DownloadSourceNoteDto'
      security:
      - Authorization: []
      requestBody:
        content:
          text/plain:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.DownloadSourceNoteDto'
          application/json:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.DownloadSourceNoteDto'
          text/json:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.DownloadSourceNoteDto'
          application/xml:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.DownloadSourceNoteDto'
          text/xml:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.DownloadSourceNoteDto'
          application/x-www-form-urlencoded:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.DownloadSourceNoteDto'
          multipart/form-data:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Confirm.DownloadSourceNoteDto'
        required: true
components:
  schemas:
    OAS.WebApi.DTO.Confirm.DownloadSourceNoteDto:
      properties:
        downloadSourceId:
          type: integer
          format: int32
        downloadSourceDescription:
          type: string
        serviceTeam:
          type: string
        analystAssigned:
          type: string
        downloadFormat:
          type: string
        downloadFormatId:
          type: integer
          format: int32
        analystNote:
          type: string
        advisorNote:
          type: string
        createdDate:
          type: string
          format: date-time
        createdBy:
          type: string
        analystNoteEditedDate:
          type: string
          format: date-time
        analystNoteEditedBy:
          type: string
        advisorNoteEditedDate:
          type: string
          format: date-time
        advisorNoteEditedBy:
          type: string
        isDownloadSourceActive:
          type: boolean
      xml:
        name: DownloadSourceNoteDto
      type: object
  securitySchemes:
    Authorization:
      type: apiKey
      description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
      name: Authorization
      in: header