Orion Advisor Solutions

Orion Advisor Solutions Confirm/Groups API

The Confirm/Groups API from Orion Advisor Solutions — 11 operation(s) for confirm/groups.

GitHub OpenAPI

Operations 18

GET /v1/Confirm/Groups Confirm groups get #
POST /v1/Confirm/Groups Creates a new confirmgroup record, and returns the new record in the location… #
GET /v1/Confirm/Groups/{confirmGroupKey}/DataQueries Confirm groups get data query list #
GET /v1/Confirm/Groups/{confirmGroupKey}/DataQueries/{reportKey} Confirm groups get data query #
POST /v1/Confirm/Groups/{confirmGroupKey}/DataQueries/{reportKey} Confirm groups upsert data query #
DELETE /v1/Confirm/Groups/{confirmGroupKey}/DataQueries/{reportKey} Confirm groups delete confirm group data query #
PUT /v1/Confirm/Groups/{confirmGroupKey}/DataQueries/List Confirm groups put V1 confirm groups by confirm group key data queries list #
POST /v1/Confirm/Groups/{confirmGroupKey}/DataQueries/List Confirm groups post V1 confirm groups by confirm group key data queries list #
GET /v1/Confirm/Groups/{key} Gets the ConfirmGroup that has the provided key. #
PUT /v1/Confirm/Groups/{key} Updates an existing confirmgroup record #
DELETE /v1/Confirm/Groups/{key} Confirm groups delete #
GET /v1/Confirm/Groups/{key}/Overview Confirm groups get overview async #
GET /v1/Confirm/Groups/{key}/RefreshData Confirm groups refresh data async #
PUT /v1/Confirm/Groups/Action/Delete Confirm groups put V1 confirm groups action delete #
PUT /v1/Confirm/Groups/DataQueries/List Confirm groups upsert data query list #
POST /v1/Confirm/Groups/DataQueries/List Confirm groups post V1 confirm groups data queries list #
POST /v1/Confirm/Groups/DataQuery Creates a new confirmgroup record, and returns the new record in the location… #
GET /v1/Confirm/Groups/Simple Returns a simple Id/Name for all Confirm Group records #

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-groups-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-groups-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Confirm/Groups 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-groups-api-openapi.yml